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Documentation
Preparations
Security and deployment
Deploy SuperOffice securely onsite
Deployment scenarios
Network and Firewall Configuration
Installing EMET
Install and configure ModSecurity on Proxy Server
Setting up a Reverse proxy on IIS8
Securing HTTPS configuration on Windows Server
System requirements
CRM Server 8
Windows and Web clients
Pocket CRM
CRM Online
Compatibility reports
Tested client OS
Tested server OS
Tested browser
Tested MS Office
Tested databases
Tested Microsoft SQL Server
Tested Oracle
Prepare CRM server
Prepare Web server
Single sign-on
Prepare for Service
Prepare Database
Create new Microsoft SQL Server database
SQL server native full text search
Create new Oracle database
Prepare Win client computer
CRM Online
Client Requirements
Technology platform
Database Mirroring service
New Login Experience
Use IDP authentication for your site
Move tenant to SuperId
IDP domain check
Setup - G Suite Document Integration
Office 365 and G Suite: document integration
Setup - Office365 Cloud Office document Integration
Setup - G Suite Document Integration
Configure - Cloud Office document handling
How to log in using Google and O365
Install / Upgrade / Migrate
CRM Server
Prerequisites
Upgrade CRM Server
Move to new server
Automatic update of clients
Silent install of ServerSetup
Install with several languages
Citrix/Terminal server
Deploy MailLink/Ribbons in a Citrix/Terminal Server environment
Install on Citrix/Terminal server
Web
Install SuperOffice Web
Upgrade SuperOffice Web
Install Netserver / Web Services
Upgrade Netserver / Web Services
Setup Web and Reports
Service
Install Service
Manual steps to install Service
Upgrade Service
SMS plugins
SMS for CRM Online
Compaya
CM
TxtLocal
SMSTeknik
PSWinCom
Intelecom
Twilio
Facebook integration
Customer center configuration
Edit Customer center templates
Windows Client
Install Windows client
Upgrade Windows Client
Travel
Create an update prototype
SuperOffice Ribbons
Troubleshooting SuperOffice Ribbons
Enable debug for Ribbons
SuperOffice Web Tools
Hide Web Tools download dialog
SuperOffice Web Tools deployment
Pocket CRM
Upgrade to SuperOffice 8
Install Pocket CRM
Configure
Migrate to Online
Running the Online Migration Tool
Upgrade SuperOffice 7.X to 8
Upgrade to 8.1
Upgrade Scenario: Windows Client
Upgrade Scenario: Win + Web or Web
Upgrade Scenario: CS or CS + Windows Client
Upgrade Scenario: Win + Web + CS or Web + CS
Upgrade Scenario: 7.0 or 7.1 SuperOffice
Administration / configuration
Authentication of users
Tickets and identity transfers
Sales template variables
Document templates troubleshooting
Google reCaptcha
Service reply templates
Pocket CRM
SuperOffice Batch Task Server
Service FAQ config
Scripting in Web client
DBSetup.exe - Database maintenance
Web Tools and Proxy
Mailgun - Options and security
Mailgun - Amount and speed
Order a DKIM key and set up DKIM
Order DKIM key
How to set up SPF?
Config and ini files
Debug Win client
Debug Web client
Debug Mail Link
Webtools diagnostics
MailKit
cURL mail
Service log files
Debug automated tasks in Service
Enable debug for Ribbons
Enable debug for Web Reporter
SuperOffice.ini
SuperOffice.config
Service config
Web.config
SOUser.ini
RemoteTravel.ini
Username.ini
SoTables.ini
Command line and registry switches
ZIP compression on REST
Time zones in Service
SuperOffice CRM Online Version History
SuperOffice Onsite Version History
Older versions
Documentation for version 7
Customer Service
System Requirements
Language support
Installing
Step1: Preparing IIS
Step 2: Run the installer
Step 3: Setup an ODBC source
Step 4: Running ejTermSetup
Step 5: Start the Scheduler service
Windows Authentication Mode only
Upgrade
Convert from eJournal 4.x
Upgrade from 7.x to 7.1
Single sign-on setup
Configure
SMS module
Parser Variables
Customer Care Center
Parser availability
Data exchange
ejScript and bLogic
Facebook integration 7.5 SR1
SuperProxy
Customer Service log files
Changing from http to https
Sales & Marketing
System requirements
Language support
S&M (win)
System requirements
MSI installer
Install windows client
Install with GPO
Create and edit mst files
Distribute SuperOffice
Ini files used by windows client
SoLoLink.ini
SoTables.ini
Remotetravel.ini
<Username>.ini
SOUser.ini
Command Line Switches
SuperOffice.ini
Travel client
Go on travel
SuperOffice Remote Travel
Travel with Sybase 12
Citrix/Terminal server
Deploy Maillink/Ribbons in a Citrix/TerminalServer environment
Install on Citrix/Terminal server
S&M (web)
System requirements
SuperOffice Web Tools - DocLink and MailLink
Install Sales & Marketing web
Deployment Architecture and Considerations
Large installation scenario
Bandwidth considerations
Small installation scenario
Calculating load on servers
Outlook or Notes Mail link web
Pre-installation task
Install 7.web
Setup .web and reports
Scripting in web client
The web.config file
Trouble shooting
IIS Compression in IIS6.0
Old 6.web info to update
Setup and configuration
6.web with remote web services (web)
Configure 6.web (Remote web services)
Install 64 bit (6.web)
Verify installation
6.web with remote web services (netserver)
Install Netserver on 64 bit
Configure 6.web
Install 6.web (32 bit)
SuperOffice authentication only
SuperOffice Batch Task Server
Single sign-on
Per-folder security setup
Support for HTTPS
Upgrade
Exposing Web Services
eLearning
Open SuperOffice eLearning
Configure for web client
No license found
Administration and reports
Audience
System requirements
Install Audience
Upgrade from earlier versions of Audience
Audience Security notice
Technical Tips and Tricks
Mail link
Notes mail link
Enable administration of SoMailArchive
Enable debug for Notes Mail Link
Shared Notes server install
Notes.ini - do we need it
Notes Link Install guide
SuperOffice inbox (simple mapi)
Groupwise and SuperOffice
Installing e-mail integration on a single user
Installing and configuring
Troubleshooting Mapi Mail (SIX)
Setup mapi mail
SuperOffice Ribbons
Remove the ”Install”-dialog
Enable debug for Mail Link
Client configuration from 7.1 sr1
Verisign certificate
Modules/Add-ons
SuperOffice Analyze
Synchronizer
Locate the problem
SuperOffice Logfile Error Messages
Enable debug log (win)
How to enable debug logfiles
Enable debug log (web)
Enable debug for Ribbons
Administration
Replication / Travel
Activate travel
Sybase as travel database
MSDE / SQL express as travel database
Built-in as travel database
Choosing the travel database type
Create an update prototype
Prototype Sybase
Prototype SQL Express
Prototype built-in
Travel gateway as a service
SuperOffice Remote Travel Server
SuperOffice Travel gateway
Schedule tasks for travel gateway
Manuall install of travel gateway service
Travel Numbering allocation
Area Management
Setup Area Management
Satellite
Setup Satellite
Document templates
Creating templates for SuperOffice
Fill characters
HTML Template
Which tags to use
Appointment
Appointment (iCal standard)
Company Card
Document dialog or from the system
International addresses
SuperOffice Mail Gateway
Project
Sales
Selected Contact
Selection
Sender (Contact card)
Senders Own Company card
Web applications / Misc
Quote variables (from 7.5)
Subscription variables
Quote line
Quote info
Quote alternative
Creating Quote templates
Template variables
Security
Role, groups and rights to data
A more complex role example
UserPreference - adding data-rights
Sentry preference example
CRM 7 database
Whole table caching
Redletterday
MDO lists
Tablenumbers
SuperOffice Date Format
Travel and Satellite
Addressformat
User Preferences
Travel section
Visual section
System section
Phone section
Scripting section
Sorting section
NetServices section
Numbering section
Mail section
Functions section
Filter section
FindContact section
Freetext section
FieldLabels section
FieldReplication section
Defaults section
DiaryView section
AppointmentDialog section
Associates section
Cripple section
Document type extensibility
Document templates
Sales intelligence
How do we use the counters?
What are Status Monitors?
Classifying activity
Regenerate Counters
Classifying sales
Customizing the application
Hide requests in S&M
Listing mailings for company in S&M
Url encoding
Web panel and SOApplication
Web panels can refer each other
Adding buttons to the client
Custom Web Application Panels
SOProtocol
SO Protocol Builder
Customizing Login screen and icons
Web panels and SOProtocol
Adding SuperOffice look to your web panels or applications
Time Zone support
Scripting
Sample Script
Sales management
Sale to existing customer
Sale to new customer
Users - Authentication
Create users
Create system user
Background
Who are you?
From credentials to identity
The order of things
The pipeline
What’s in a user name
Tickets and identity transfers
Active directory
CRM Server
System requirements CRM 7
Remote WebServices
Program files information
Tested configurations
Prerequisites
Install CRM Server
Automatic update of clients
Create new Microsoft SQL Server database
SQL server native full text search
Create new Oracle database
Silent install of ServerSetup
Install with several languages
Upgrade
Upgrade of standard reports
Upgrade copies data to new database
Upgrade installs to a new folder
Upgrade to 7 with travel/satellites
Migrating from a previous version
Database maintenance
Unicode vs Ansi
Move database to a new database server
Deploy SuperOffice securely onsite
Pocket CRM
System requirements
Install Pocket CRM (server)
Prerequisites
Install SuperOffice Pocket CRM
Upgrade Pocket Server
Verify server installation
Recommended small scenario
Recommended enterprice scenario
Appendix A: Mobile device requirements
Appendix B: Application security
Appendix C: Windows Server 2008 prerequisites
Appendix D: Server configurations
Appendix E: Log files
Appendix F: AJP Connector
Installing on mobile devices
Set application permissions
Phone settings
Device / phone guide
Compatibility reports
Tested Databases
Tested Oracle
Tested Microsoft SQL Server
Tested operating systems
Tested browser
Tested MS Office
Older versions
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