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CRM Gadget 2 Go
- Installation Instructions
Fellow Consulting AG
Ludwigstr. 21/Theresienstr. 6-8
80333 München

Tel: +49 (0) 89 288 90 571
Fax: +49 (0) 89 288 90 45
Web: www.fellow-consulting.de
Download the Software


  Start your Browser and enter the following URL
  http://desktop.crm-gadget.com/html/trial.html




Click on the „Install
Now“ link below the
icon to install directly
from the web.

Alternatively download
and execute the
appropriate installer for
your operating system




Where People work together
Copyright 2010 Fellow Consulting AG. Confidential, all rights reserved.   Platinum Partner
                                                                                             2
Web Installer


                                                                 When clicking the „Install Now“ linkon the Website
                                                                 the Webinstaller will automatically detect your
                                                                 operating system and choose the correct installer
                                                                 and install language.




                                                                                               Verify the certificate and
                                                                                               press the„Install“ button.




Where People work together
Copyright 2010 Fellow Consulting AG. Confidential, all rights reserved.                                     Platinum Partner
                                                                                                                               3
Web Installer




                                                                          Change the default
                                                                          Settings
                                                                          jf necessary and
                                                                          press „Next“




Where People work together
Copyright 2010 Fellow Consulting AG. Confidential, all rights reserved.                    Platinum Partner
                                                                                                              4
License Agreement




                                                                           Read the End User
                                                                           Licence
                                                                           Agreement and
                                                                           click on „I Accept“
                                                                           to start the
                                                                           application




Where People work together
Copyright 2010 Fellow Consulting AG. Confidential, all rights reserved.   Platinum Partner
Enter a Database Password




                                                                          Enter a Password and
                                                                          click on the Button
                                                                          „Create Encrypted
                                                                          Database“ to create an
                                                                          encrypted local database.

                                                                          Alternatively you can click
                                                                          on „Don‘t use Password“
                                                                          to create a not encrypted
                                                                          database“.

                                                                          Second option is not
                                                                          recommanded.




Where People work together
Copyright 2010 Fellow Consulting AG. Confidential, all rights reserved.              Platinum Partner
First Start of the Application




                                             After the application started click on
                                             „Preferences“ on the top.




Where People work together
Copyright 2010 Fellow Consulting AG. Confidential, all rights reserved.               Platinum Partner
Preferences: Auto-configuration




                 On the „Auto-configuration“ tab enter the URL
                 for the configuration file provided by your
                 Administrator.




Where People work together
Copyright 2010 Fellow Consulting AG. Confidential, all rights reserved.   Platinum Partner
Preferences: Connection information




                                                                          On the „Connection information“ tab enter
                                                                          your Oracle CRM OnDemand URL, your
                                                                          Login and your Password.

                                                                          Click the „Test connection“ button to
                                                                          verify your login cridentials.




Where People work together
Copyright 2010 Fellow Consulting AG. Confidential, all rights reserved.                           Platinum Partner
Preferences: User Interface




                                                                          On the „User interface“ tab choose the
                                                                          „Tabs“ radio button and click on the „Set
                                                                          Oracle icons“ Button to switch to the
                                                                          Oracle CRM On Demand like user
                                                                          interface.

                                                                          Click the „Save changes“ button.




Where People work together
Copyright 2010 Fellow Consulting AG. Confidential, all rights reserved.                           Platinum Partner
Synchronize




                                                       Click „Synchronize data“ to launch
                                                       the synchronization applet.




Where People work together
Copyright 2010 Fellow Consulting AG. Confidential, all rights reserved.                     Platinum Partner
Synchronization




                                              Finally press the
                                              „Synchronize“ button
                                              to launch the
                                              synchronization.




Where People work together
Copyright 2010 Fellow Consulting AG. Confidential, all rights reserved.   Platinum Partner

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Install Offline Client for Oracle CRM on Demand

  • 1. CRM Gadget 2 Go - Installation Instructions Fellow Consulting AG Ludwigstr. 21/Theresienstr. 6-8 80333 München Tel: +49 (0) 89 288 90 571 Fax: +49 (0) 89 288 90 45 Web: www.fellow-consulting.de
  • 2. Download the Software Start your Browser and enter the following URL http://desktop.crm-gadget.com/html/trial.html Click on the „Install Now“ link below the icon to install directly from the web. Alternatively download and execute the appropriate installer for your operating system Where People work together Copyright 2010 Fellow Consulting AG. Confidential, all rights reserved. Platinum Partner 2
  • 3. Web Installer When clicking the „Install Now“ linkon the Website the Webinstaller will automatically detect your operating system and choose the correct installer and install language. Verify the certificate and press the„Install“ button. Where People work together Copyright 2010 Fellow Consulting AG. Confidential, all rights reserved. Platinum Partner 3
  • 4. Web Installer Change the default Settings jf necessary and press „Next“ Where People work together Copyright 2010 Fellow Consulting AG. Confidential, all rights reserved. Platinum Partner 4
  • 5. License Agreement Read the End User Licence Agreement and click on „I Accept“ to start the application Where People work together Copyright 2010 Fellow Consulting AG. Confidential, all rights reserved. Platinum Partner
  • 6. Enter a Database Password Enter a Password and click on the Button „Create Encrypted Database“ to create an encrypted local database. Alternatively you can click on „Don‘t use Password“ to create a not encrypted database“. Second option is not recommanded. Where People work together Copyright 2010 Fellow Consulting AG. Confidential, all rights reserved. Platinum Partner
  • 7. First Start of the Application After the application started click on „Preferences“ on the top. Where People work together Copyright 2010 Fellow Consulting AG. Confidential, all rights reserved. Platinum Partner
  • 8. Preferences: Auto-configuration On the „Auto-configuration“ tab enter the URL for the configuration file provided by your Administrator. Where People work together Copyright 2010 Fellow Consulting AG. Confidential, all rights reserved. Platinum Partner
  • 9. Preferences: Connection information On the „Connection information“ tab enter your Oracle CRM OnDemand URL, your Login and your Password. Click the „Test connection“ button to verify your login cridentials. Where People work together Copyright 2010 Fellow Consulting AG. Confidential, all rights reserved. Platinum Partner
  • 10. Preferences: User Interface On the „User interface“ tab choose the „Tabs“ radio button and click on the „Set Oracle icons“ Button to switch to the Oracle CRM On Demand like user interface. Click the „Save changes“ button. Where People work together Copyright 2010 Fellow Consulting AG. Confidential, all rights reserved. Platinum Partner
  • 11. Synchronize Click „Synchronize data“ to launch the synchronization applet. Where People work together Copyright 2010 Fellow Consulting AG. Confidential, all rights reserved. Platinum Partner
  • 12. Synchronization Finally press the „Synchronize“ button to launch the synchronization. Where People work together Copyright 2010 Fellow Consulting AG. Confidential, all rights reserved. Platinum Partner