Operating Environment - SalesLogix

The Connector for SalesLogix requires that SalesLogix be installed and operational on the OmniRush PC.  

 

When run with SalesLogix v4-5, OmniRush connects to the SalesLogix database directly, via low level BDE calls.  OmniRush is compatible with SalesLogix v4.x and v5.x (SalesLogix2000 and SalesLogix.NET).  It is your responsibility to install the correct slgxapi.dll on the system.

 

When run with SalesLogix v6, OmniRush makes two connections to the SalesLogix system:  One via the SalesLogix data provider and one via a regular SQL Server OLE DB provider.

 

Note that running SalesLogix on the OmniRush Server PC can overload BDE and cause all BDE applications on the PC to hang.  This will then require restarting the SalesLogix connector, OmniRush Administrator, and any other BDE applications on the PC.   For best results, increase the global memory settings in BDE Admin.

 

There are a number of options on how SalesLogix can be configured, so here are the details.

 

Environment Item

Discussion

Running a supported SQL Server

OmniRush supports SalesLogix running on the following database servers:

  • Microsoft SQL Server (v7 and 2000)

  • Oracle (all SalesLogix-supported versions of Oracle)

Note that Interbase is not supported by OmniRush and will not work.  SalesLogix is phasing out Interbase.

If running the Support Client

OmniRush only integrates with the SalesLogix v5.x and higher support client.  The integration has these limits:

  • Print to fax only.  

  • The OmniRush Viewer does not integrate with the Support client.

  • No ability to do a client-side link of the faxed file (e.g. create a SalesLogix file attachment to the fax)

  • The contact name must be selected in the client.  The current contact cannot be automatically selected.

  • The Support client has only been tested with Microsoft SQL Server at this time.  Contact Z-Firm technical support if Oracle is required.

  • Only a single SalesLogix DB Connector can exist in OmniRush.  Multi-DBIO is not currently supported.

These limits are due to the incomplete nature of the SalesLogix API's in the Support client.

SLGXAPI.DLL

(SalesLogix v4-5 only)

 

It is the installer's responsibility to maintain the correct version of this dll in the OmniRush Server directory (by default: c:\program files\Z-Firm LLC\OmniRush\Server\v5\ )

Whenever SalesLogix is updated, this dll should also be updated.

SalesLogix Sync Server or other modules running on the OmniRush Server PC

Not all combinations are supported on a single PC.  See the technical discussion on software coexistence.

BDE, shared or local

Z-Firm requires that BDE be installed locally on the OmniRush Server PC.  Check the registry

 

HKEY_LOCAL_MACHINE\SOFTWARE\Borland\Database Engine\

 

setting to confirm that BDE is being pulled from a local path (see the DLLPATH and CONFIGFILE01 keys).

BDE Settings

In many cases it is advisable to increase BDE memory settings.  See the technical discussion for details.

Attachments Directory-access

In many cases, OmniRush will need read/write/create access to the attachments directory.  Make sure that the NT userid selected during OmniRush installation can access this directory.

Attachments Directory-location

OmniRush attempts programatically to determine the attachments directory.  If it makes the wrong decision, or you just want to be extra sure, set it manually in the SalesLogix Connector module.