(1.0) Solution Prerequisites
- CTI
- Navira Zainab
Access Prerequisites
For remote installation and configurations, the implementation team would require remote access privileges.
- VPN connection/WebEx/TeamViewer is required to connect to the customer’s environment.
- Remote access via RDP or similar is required to do installation and configuration of EF Server.
- Administrative access to server machines is required to install EF Connector.
- Admin access to Dynamics CRM is required to deploy CRM side configurations.
Product Prerequisites
Hardware Requirements
- Required one server with the following specsÂ
Item | Recommended | Notes |
|---|---|---|
CPU | 4 vCPU | |
Memory | 8 GB | |
Disk Space | 100 GBÂ | The minimum disk space requirement is 50 GB. The recommendation is to account for transactional storage. |
NICs | 1 | Only one interface card is required per virtual machine |
Software Requirements
The following software must be installed on the server. These are required both for Single or Redundant deployment
Item | Recommended | Notes |
|---|---|---|
Operating System | Windows Server 2019 Standard Edition (x64) | Supported these operating systems |
| IIS | 8.5 or above |
*Tomcat can also be used as a web server to configure the application
INFO
The above Hardware / Software is only required if
- The connector is running with MS CRM Online via CIFÂ Â
Ports AccessibilityÂ
The following ports should remain open on the Firewall. The local security policy and any antivirus should also allow open communication on the following ports:
| Type | Source Host | Source Port | Destination Host | Destination Port |
|---|---|---|---|---|
| HTTP/HPTTS | <Client Machine> | any | EF Server *This would only be required when we deploy the application via CIF Framework | 443, 445 |
- <Client Application> is the agent machine where the Agent is using EF Connector in the Browser
- MS CRM should be accessible over the Agent MachineÂ
Browser Requirements
- Google Chrome Latest version
- Firefox Latest Version