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OneSpan Sign for Microsoft Dynamics CRM 2015: Deployment Guide

This guide describes how to:

  • Install eSignLive for Microsoft Dynamics CRM 2015
  • Upgrade to eSignLive for Microsoft Dynamics CRM 2015
  • Uninstall eSignLive for Microsoft Dynamics CRM 2015
  • Perform various troubleshooting procedures

In particular, this guide has the following sections:

After eSignLive for Microsoft Dynamics CRM 2015 has been installed, see the eSignLive for Microsoft Dynamics CRM User's Guide for step-by-step instructions on how to use the product.

Released Files

  • ESLConnector_1_0_0_14_managed.zip (Dynamics CRM solution package)
  • eSignLive.comESLNotificationService.zip (Windows Service for Notifications) {Zip file}
  • ESL Dashboard, Report and Upload Document.7z {Zip file}
  • ESL.CRM.DB.SQL {SQL Script}
  • SharePoint 2013 Solution.7z (SharePoint 2013 Solution)
  • ESLEventReceiverInstaller.msi
  • Setup.exe

Installation Prerequisites

The following must be installed on the server where eSignLive for Microsoft Dynamics CRM 2015 will be deployed:

  • Database — One of the following:
    • Microsoft SQL Server 2012 (64-bit)
    • Microsoft SQL Server 2008 R2 (64-bit)
  • Application Software:
    • Version 7.0.1.129 of Dynamics CRM Server 2015
  • Operating System — One of the following:
    • Windows Server 2008 (64-bit)
    • Windows Server 2012 (64-bit)

The user must also have:

  • Administrator rights to eSignLive for Microsoft Dynamics CRM
  • A Sandbox or Production OneSpan Sign account and an API Key. For testing purposes, a Sandbox account is recommended.

For SharePoint Integration:

  • SharePoint and Dynamics CRM should be on the same domain and network.
  • Dynamics CRM users should have at least Read permission on the SharePoint sites.

Installing SQL

Prerequisites

  • You must have Administrator privileges on the relevant SQL database.

To install SQL:

  1. Create a database on the SQL server named esignlive.
  2. In SQL server, open the SQL Script named ESL.CRM.DB.SQL.
  3. Execute the script against the new database.