> For the complete documentation index, see [llms.txt](https://docs.greytrix.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.greytrix.com/gumu-sage-crm-integration/sage-100/installation-guide/kendo-chart-setup-installation/node-red-installation-on-crm-server.md).

# Node-Red Installation on CRM Server

In our GUMU™ Integration, we have introduced chart and dashboard GUIs on CRM applications with the help of these GUIs the user now has the ability to view data for quick and high-level visual analysis. On this GUI we fetch the customer’s data on global and individual levels from Sage 100 on a real-time basis.

&#x20;1\. For the Kendo Charts setup. Download and Install the node.js 14.16.0 LTS version setup file from the given URL - <https://nodejs.org/en/>

<figure><img src="/files/NIisLnCFBCRIpbNOp1ZR" alt=""><figcaption></figcaption></figure>

2\. Users can also check the installed node.js setup version by following the below steps

* Open the Start menu, type cmd in the Search box, and press Enter.
* Run the command prompt using run as administrator.
* In the command line window that appears, type node --version and press Enter.
* On the below line node.js version will appear

3\. For charts and dashboard details to appear on the CRM screens the user will need to install node-red using the command prompt. Open the command prompt with run as administrator and type the below command

&#x20;<mark style="color:red;background-color:orange;">npm install -g --unsafe-perm node-red</mark>

&#x20;4\. After node-red installation, run the node-red below command under the administrator run command prompt to keep the Kendo charts up and running

<mark style="color:red;background-color:orange;">node-red</mark>

5\. Access the Node-Red URL below

URL:- http\://\[system IP address]:1880/

E.g. - <http://192.168.0.125:1880/>

6\. The user will need to check if the MSSQL-plus module is installed under Node- Red if not then it needs to install and for that follow below Screenshots and steps.

* Click on Menu present on right side corner and there select the Manage Palette as shown below

<figure><img src="/files/mhBJpCxWLaH5SlWYuDlC" alt=""><figcaption></figcaption></figure>

* Now navigate to the Install tab search for the MSSQL module in the search module and install the MSSQL-plus module. Refer below screenshot for a better understanding

<figure><img src="/files/GZunfL4zlxx0BBsBNRC3" alt=""><figcaption></figcaption></figure>

7\.  Once the MSSQL-plus module is installed. The user needs to import the SQL node.json file under Node-Red by performing the steps below

* Click on the menu button on the node-red application and then click on the Import button.

<figure><img src="/files/Uw3a5xahprjHOciPxWKe" alt=""><figcaption></figcaption></figure>

* Click on select a file to import then navigate to the given path as below and select Sage 100 SQL.json file (Assuming the Greytrix folder is on C drive )

&#x20;    [*C:\Program Files (x86)\Greytrix\GUMU for Sage CRM Server\Script\Sage 100 SQL.json*](file:///C:\Program%20Files%20\(x86\)\Greytrix\GUMU%20for%20Sage%20CRM%20Server\Script\Sage%20100%20SQL.json)

<figure><img src="/files/sPUeunQfcCrZa489H82r" alt=""><figcaption></figcaption></figure>

* Click on the import button to import the selected JSON file

<figure><img src="/files/U6kGhQzxaxIeMGA97vpj" alt=""><figcaption></figcaption></figure>

8\.  After the JSON file gets imported then click on the Deploy button present in the right corner

<figure><img src="/files/cxsRr1Kly3gNoUnXxMow" alt=""><figcaption></figcaption></figure>

9\.  Now, double-click on MSSQL-PLUS where the properties screen will get displayed to add CRM’s SQL details click on the edit as shown below

<figure><img src="/files/k0eMctojp037VaWiDvFt" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/7IftvjFszOWEn7fPNYJC" alt=""><figcaption></figcaption></figure>

10\. Add the proper CRM SQL details similarly as shown below image and also check the same checkbox as shown below

<figure><img src="/files/ac049wHN9iKBlYLMt29d" alt=""><figcaption></figcaption></figure>

11\.  Once the SQL details are configured under the properties screen. The user can do a test connection which can be verified through logs when clicking on the debug button. Refer to the below image.

<figure><img src="/files/DX3qkXqaNibt3leE8ixC" alt=""><figcaption></figcaption></figure>

12\.  After that click on inject button, and the logs will get generated under debug screen as shown below

<figure><img src="/files/XnmWGVZMw5LxTsrO5tOe" alt=""><figcaption></figcaption></figure>

13\.  Expand the logs at the detail level and verify if they arrive similar as per present in Sage 100

<figure><img src="/files/QNArfPfxYWT5LCS6EYxg" alt=""><figcaption></figcaption></figure>

14\.  A linked server needs to be created so as to create a link between CRM and Sage 100 for Kendo Charts. For that Install 64-bit ODBC from the Sage 100 workstation setup on the Sage CRM server.

&#x20;15\.  Now the user will need to create a linked server to have the connection between CRM and Sage 100 company codes, for that follow the below steps: -

* This file is located in the GUMU Installation directory (i.e., C:\Program Files (x86) \Greytrix\GUMU for Sage CRM Server). Assuming GUMU Workstation is installed on C drive. For creating a Link server for the new Sage 100 company code, a user will have to double-click on “CreateSQLLinServerForNewFolder.vbs” VB script which will appear on the below screen.

<figure><img src="/files/sdAuqHay90EhTTLlkBLV" alt=""><figcaption></figcaption></figure>

* Below is the list of details that are required to be filled in utility,

&#x20;     i. Sage CRM SQL server name

&#x20;     ii. Sage CRM Database name

&#x20;     iii. Sage CRM SQL admin-level user name

&#x20;     iv. Sage CRM SQL password for the user entered

&#x20;     v. Sage 100 server path till MAS90 folder

&#x20;     vi. Sage 100 application admin-level user name

&#x20;     vii. Sage 100 application password

&#x20;     viii. Sage 100 Company Code

&#x20;      ix. Windows domain admin-level user

&#x20;      x. Windows password&#x20;

* It will create a new Link Server in Sage CRM SQL server with MAS\_CompanyCode format as below. Similarly, by following the above link server steps user can create multiple linked servers so as to connect multiple Sage 100 company codes with a single CRM instance.

<figure><img src="/files/nDenH0GIvYOSToUCQvCG" alt=""><figcaption></figcaption></figure>

16\.  The Node-Red URL needs to configure in CRM. For that Navigate to Administration > Translation and enter the below-mentioned details under respective fields and search

&#x20;  Caption Family: NodeRedURL\
&#x20;  Caption Code: NodeRedURL

&#x20;  Now click on the caption code hyperlink and enter the details of the node-red URL

&#x20;  E.g.:- node url - http\:// \[node red IP]:1880/SageCRM/SQL/Get

&#x20;  Also, similarly as shown below Image and save the details

<figure><img src="/files/tXpHve5ReHBEbq70waBt" alt=""><figcaption></figcaption></figure>

17\.  The Dashboard that has the ability to show the customer’s data need to be created manually.

**ERP Data Dashboard**

* Go to the Sage CRM home page there click on the new dashboard button and select Create Dashboard.
* Under Dashboard, details enter the name as ‘ERP Data’ and click ok then cancel.

<figure><img src="/files/MiYD25NEUYaEdG9oju1H" alt=""><figcaption></figcaption></figure>

* Now click on the new gadget button beside the new dashboard button and then click on create gadget and select web site.
* On the gadget wizard screen, under the content block field select **ERPGolbalDashboard** and click on the next button

<figure><img src="/files/ilsXGMTjzMqzyh3apJuv" alt=""><figcaption></figcaption></figure>

* Enter ‘Sage 100 Data’ under the name field and click on the finish button.

<figure><img src="/files/kc24C8wNO37lHYliZvYi" alt=""><figcaption></figcaption></figure>

**Customer Dashboard**

* Similarly, create a dashboard for customers. Select one of the customers and go to the dashboard. Now click on the new dashboard button and select Create Dashboard.
* Under Dashboard, details enter the name as ‘Customer Dashboard’ and click ok then cancel.

<figure><img src="/files/DEdODiSk7U4d8bHXa1Yc" alt=""><figcaption></figcaption></figure>

* Now click on the new gadget button beside the new dashboard button and click on create gadget and select web site.
* On the gadget wizard screen, under the content block field select **ERPDashboard** and click on the next button

<figure><img src="/files/DMsQ09TMTCoxPnYVQiql" alt=""><figcaption></figcaption></figure>

* Enter ‘Sage 100 Data’ under the name field and click on the finish button.

<figure><img src="/files/ZMwqdHQMBKTC4sRC7U89" alt=""><figcaption></figcaption></figure>