Creating Setup for Web Application using Install Shield LE

While working on the latest project there was a requirement to build setup for web application. This was quite new and interesting for me .So I am sharing my experience through this article. This article demonstrate steps for creating a setup of a web application using Install Shield LE

Step 1: Add new Project (Setup and Deployment) in existing solution.

                Assign Name and Location and click Ok

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Note: If installShield is not installed in VS then click ok, it will redirect you to the website from where you can install it.

Step 2:  Click on Application Information.

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Specify Company and application details

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Step3: Click on Installation Requirement.

Select Operating system and Application if any required for your Application.

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Step4: Click on Application Files

In InstallShield LE the Installation Architecture feature is not available. 

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Add Project output i.e. Primary output and content files.

Step5: Click On Application registry

Click Yes

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Step6: Click on Installation Interview

Choose option as per your application requirement

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Step 7: Create Website in IIS

Here we need to create a website with a configuration and while the setup runs it will create the website dynamically in IIS.

To create a new website:

  1. Click on the “Configure the Target System in Install Shield”.
  2. Right-click on “Websites” in Internet Information Services and assign a name, as in my case SampleSite.

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  1. In the configuration section there is the option “Home Directory” and in that there is an option Content Source Path “Select “[IISROOTFOLDER]”(Create new folder in IISROOTFOLDER it will create in inetpub\wwwroot folder i.e. Samplesite in my case).

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Step 8: Add Source of website to the setup
now we need to add the source file of the setup. Go to the “Project Assistant” tab then select Application Files”.

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Here we will see that the newly created folder is named SampleSite inside “[IISROOTFOLDER]”.

  1. Click on the “SampleSite” folder and then click on “Add Project Outputs” and select the files as per your requirements.

Important Configuration

  • To see the log file of the installer we set the option to create the MSI logs to “Yes” in:
    1. Organization Your Setup In Install Shield Project
      • General Information >> Create MSI Logs =Yes

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  • In IIS click on APPLICATION POOLS =>DEFAULTAPPPOOL=> => Right click select ADVANCE SETTING=>ENABLE 32-BIT APPLICATION == TRUE

To Create Setup File

To create setup click build from menu and click “Build Solution”.

And you will get the setup file for the application.

Now If you see the setup file folder it will have many more additional Files but if you want to make only Single Setup File then follow the Below steps

Step 1 : Select the Project and click on Build option from VS2012 menu and then select Option Configuration Manager now select Single Image.

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Now build the solution.

Written By: Namita Sethi (Dynamics CRM Team, Cipher Dynamics)

What’s New in Microsoft Dynamics CRM 2013

Microsoft Dynamics CRM 2013 is a sensation!! Previously condemned ‘ORION’ the upgrade is titled Microsoft Dynamics CRM 2013. There are many new enhancements that will improve user experience and clarify business processes. CRM 2013 also improves usability across multiple browsers. Here are some new features.

1.      Command Bar

The left navigation used in previous version is replaced by the user-friendly Command Bar. Each command option features a down arrow indicating there is a menu below it.

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The Command Bar drops down from top when you run your mouse over it.

2.      New User Experience

With an intuitive, less cluttered interface, you will notice the absence of pop-up windows. To navigate away from a page, hence, you do not “Close” the record, but select from the top navigation where you want to go.

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3. Process Agility

Dynamics CRM 2013 gives user visual guidance to navigate processes that makes workflow more prescriptive and easier to follow. In a significant departure from CRM 2011, a new process bar prompts user to follow next action steps in line with your mapped workflow to progress leads, opportunities, services cases and other tasks.

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4. Store Images In CRM 2013

Images can now be associated with all custom entities and some of the OOB, but with a catch-you still have only one image associated per record. This still serves the purpose in most cases where you want to store the contact or product image along with the record.

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5. Quick Create Form

The Quick Create form makes it easier to create an entity record just by filling in key information. By default you will get quick forms in some of the entities like account, contact, lead, opportunity etc.

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6. Portable Business Logic

Completely new to CRM 2013, Portable Business Logic is a wizard that allows you to create logical functions on the form including hiding and showing fields, enabling or disabling fields, setting requirement level. This new feature basically replaces some of the JavaScript needed in previous versions.

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7. Quick View Forms

With Quick View Forms, you can create a form on one entity and use it in another entity. Most of the fields will be read only. In the image below, a Quick View form has been added to Opportunity showing contact information for primary Contact. Therefore, user can quickly call or email the contact without leaving opportunity.

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8. Simplified Navigation

Rather than using a ribbon displaying every option to user, the navigation is streamlined to a few commands. The user can select the eclipses to find relevant commands for the records in context.

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9. Different Categories Of Processes

In CRM 2013, there are four types of processes that you can utilize.

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10. Auto-Save

Microsoft Dynamics CRM 2013 has the ability to auto save a record as you edit them. CRM saves a record every 30 seconds, and when you leave the record, it is auto-saved. This feature can be disabled from Settings.

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 Written By: Akanksha Wadhwa (Dynamics CRM Team, Cipher Dynamics)

Step By Step Integrating Microsoft Dynamics CRM 2011 with Yammer

With Microsoft Dynamics CRM December 2012 Service Update Microsoft introduced OOB integration between Microsoft Dynamics CRM 2011 and Yammer integration. Yammer is an enterprise social network which is designed for private communication for members within a given organization. It is a social network for businesses and companies Like Facebook and Twitter is for Public use. You can set up basic account for free it is easy to use and perhaps most importantly it provides a private, manageable and secure online space for business to communicate. If your board room created a social networking site, this is what it would look like. Company domain users can access the company Yammer site. Yammer is designed for private communication for members of an organization/company. In this post we are going to use Microsoft Dynamics CRM online deployment, before you set up a connection to Yammer in Microsoft Dynamics CRM Online, you must create a paid Yammer account for your organization, such as an Enterprise Network or SharePoint Online + Yammer account. You can’t use the free edition for the integration.

Basically it’s an alternative for the activity feeds and you will have to choose as well.

Note: You can’t use Activity Feeds together with Yammer, but you will have the configuration and UI of the Activity Feeds. But in the back it connects with Yammer and saves all the post there.

Connecting to Yammer is a one-way process. After the connection is established, it cannot be removed.

You can follow below steps to enable Yammer integration:-

Step 1: Navigate to Settings > Administration > Yammer Configuration

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 Step 2: Agree to its terms & conditions

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Step 3: Once the disclaimer is accepted you’ll be asked to authorize your Yammer account. Click on ‘Authorize Microsoft Dynamics CRM Online to connect to Yammer

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Step 4: If you’re already logged into Yammer you’ll see your enterprise Yammer network along with the groups. Otherwise you’ll be asked to login to Yammer.

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Step 5: Select your Yammer group and the security level. We’ve selected a specific group to ensure all the system posts & user posts go into a single group rather than cluttering up the ‘all company’ activity stream.

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Now that the connection is setup you can configure rules. These rules will allow you to instruct the system to post to Yammer upon specific system events.

Step 6: Click on ‘Edit message rules’ or go into Settings > Administration > Post Rule Configurations. Locate the rule you’d like to enable and click on ‘Enable for Yammer

In the example below, we’ve enabled the system to post to Yammer when a new lead is created. To test, create a new lead, wait a few seconds, login to Yammer, you’ll see the activity in the Yammer activity feed ticker on the top right hand corner. 

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 Written By: Namita Sethi (Dynamics CRM Team, Cipher Dynamics)

Know Process Based forms in Microsoft Dynamics CRM 2011

Microsoft has introduced Process based forms with the release of  Polaris (Microsoft Dynamics CRM 2011 Rollup 12) in that we have completely different UI designs for the entities like Contacts, Opportunities, Leads, Accounts and Cases. Now we have two options to view the entity form.

  • Form Editor
  • Switch to Classic.

Basically the users who don’t have experience can Switch to Classic, so that they can view the form of particular entity. For example when we open Account entity form it looks as below.

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Actually once this selection has been made it will be default, when the user opens this account form next time it will show in  “Classic mode” only. And this view has two different types of forms:

  • Process Form. (E.g. Account, Contact etc…)
  • Information Form.

Every user has to go through this Process from, this is nothing but an Updated default form for particular entities.

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The Information form is used to show the form for the particular entity, and this form can be customized and can be shown to the particular users according to the security roles assigned, whereas the Process form can also be customized and can be shown to the particular users, according to the security roles. We can create multiple forms for the particular entities like Contacts, Opportunities, Leads, Accounts and Cases. And that visibility can be controlled by use of assigning security roles to each form. Now the Process form for (Account Entity) is customized and assigning security roles for that as follows.

3 We can assign to a new security role or the existing one. Now let’s see how we can apply security on entity forms:

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Click on New to create a new security role.

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Now let’s assign this security role to the Process form.

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When opening of assign security role it will be defaultly select all the security roles.

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This will display this Process form to all the users, if needed to assign this Process form to only Particular assigned security role user as follows.

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By selecting this, it can show this Process form only for the specified security role assigned user. After selecting (“Display only to these selected security roles”) option, if this Process form doesn’t need to show for any of the user, simply click on the checkbox as follows.

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By clearing this checkbox Process form will not be shown to any of the user. Publish the customization. So now click New button in Account entity it will show the Information form defaultly, because of disabling the Process form from all users.

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Now assign this Process form to a particular security role which created earlier, as follows.

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Publish the customization. Now check whether the user has that particular security role assigned.

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By selecting specified user assign security role.

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Defaultly it will assign some security role, now need to add the newly created security role in order to show Process form in Account entity for this user.

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Select Manage Roles in order to add the security role.

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Select newly created Security role. After selecting the security role the Account form will look as follows.

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Now we can see that there is dropdown in order to choose the Process form as well as Information form. This is done for showing example in Account entity, if needed to disable the Process form in all entities like Contacts, Opportunities, Leads and Cases do the same as above.