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CRM on the Fly: Page 2 of 4

  • Data migration may be painful.
  • The client can run on any Microsoft Windows XP or 2000 workstation, and all components require prior installation of the Microsoft .Net framework with SP2. If you install the server portion of Clientele 8.0 on a machine other than the one on which the database resides, you'll also need to install Microsoft Data Access Components (MDAC) 2.6 or higher.

    Installing the server-side components was time-consuming--downloading the necessary .Net redistributables and configuring the product took several hours. Clientele's installation guide was invaluable in this process.

    I wasn't enamored with the way Epicor deigned to handle users, especially because I couldn't use LDAP to create the user database. Clientele uses Windows authentication to identify users and secure the system. The databases are then automatically created via DTS (data-transformation services) but require additional configuration to grant Clientele users permission to access and modify the tables. You'll also need to start the license-server service manually after changing its properties so you can log on as an account that has access to Clientele databases.

    Once server-side installation was complete, I went to the Web site where the Clientele Web services components were installed and began the client installation. After I fired up the Clientele client and logged in, the system automatically detected code changes made to the client and downloaded and installed new code. At this point, I was able to log in again and begin supporting my customers.

    Migration Migraine