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.

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/

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

npm install -g --unsafe-perm node-red

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

node-red

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

• 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

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.

• 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 )

C:\Program Files (x86)\Greytrix\GUMU for Sage CRM Server\Script\Sage 100 SQL.json

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

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

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

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

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.

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

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

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.

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.

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

i. Sage CRM SQL server name

ii. Sage CRM Database name

iii. Sage CRM SQL admin-level user name

iv. Sage CRM SQL password for the user entered

v. Sage 100 server path till MAS90 folder

vi. Sage 100 application admin-level user name

vii. Sage 100 application password

viii. Sage 100 Company Code

ix. Windows domain admin-level user

x. Windows password

• 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.

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

Caption Family: NodeRedURL Caption Code: NodeRedURL

Now click on the caption code hyperlink and enter the details of the node-red URL

E.g.:- node url - http:// [node red IP]:1880/SageCRM/SQL/Get

Also, similarly as shown below Image and save the details

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.

• 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

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

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.

• 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

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