Installation Prerequisites

Not all OneSpan Sign features are supported by an integration with this Connector. However, most if not all, features supported by this integration can be found in this Connector's documentation. For questions about a specific feature, please ask in our Forums. If a feature you're looking for is not supported, please let your sales contact know so that an official request can be made.

This topic has the following sections:

• Released Files

• Installation Prerequisites

• Installing SQL

• Deploying the Push Notification Service

• Installing OneSpan Sign Embedded Integration for CRM

• Adding Users

• Microsoft SharePoint Integration

• Upgrading

• Uninstalling

• Troubleshooting

Released Files

• ESLConnector_1_0_0_14_managed.zip — Dynamics CRM solution package {zip file}

• eSignLive.comESLNotificationService.zip — Windows Service for Notifications {zip file}

• ESL Dashboard, Report and Upload Document.7z — zip file

• ESL.CRM.DB.SQL — SQL script

• SharePoint 2013 Solution.7z — SharePoint 2013 solution package {zip file}

• ESLEventReceiverInstaller.msi

• Setup.exe

Installation Prerequisites

The following must be installed on the server where OneSpan Sign Embedded Integration for CRM 2013 will be deployed:

• Database — One of the following:

  • Microsoft SQL Server 2012 (64-bit)

  • Microsoft SQL Server 2008 R2 (64-bit)

• Application Software

  • Version 6.1.0.581 of Dynamics CRM Server 2013, with Service Pack 1 (SP1) or above

• Operating System — One of the following:

  • Windows Server 2012 Datacenter or Windows Server 2012 R2 Datacenter

  • Windows Server 2012 Standard or Windows Server 2012 R2 Standard

  • Windows Server 2008 Standard SP2 (64-bit) or Windows Server 2008 Standard R2 SP1

  • Windows Server 2008 Enterprise SP2 (64-bit) or Windows Server 2008 Enterprise R2 SP1

  • Windows Server 2008 Datacenter SP2 (64-bit) or Windows Server 2008 Datacenter R2 SP1

The user must also have:

• Administrator rights to OneSpan Sign Embedded Integration for CRM.

• A Sandbox or Production OneSpan Sign account and an API Key. For testing purposes, a Sandbox account is recommended.

Installing SQL

Prerequisites

• You must have Administrator privileges on the relevant SQL database.

Action

To install SQL:

1. Create a database on the SQL server named esignlive.

2. In SQL server, open the SQL script named ESL.CRM.DB.SQL.

3. Execute the script against the new database.

Not all OneSpan Sign features are supported by an integration with this Connector. However, most if not all, features supported by this integration can be found in this Connector's documentation. For questions about a specific feature, please ask in our Forums. If a feature you're looking for is not supported, please let your sales contact know so that an official request can be made.

This topic has the following sections:

• Released Files

• Installation Prerequisites

• Installing SQL

• Deploying the Push Notification Service

• Installing OneSpan Sign Embedded Integration for CRM

• Adding Users

• Microsoft SharePoint Integration

• Upgrading

• Uninstalling

• Troubleshooting

Released Files

• ESLConnector_1_0_0_14_managed.zip — Dynamics CRM solution package {zip file}

• eSignLive.comESLNotificationService.zip — Windows Service for Notifications {zip file}

• ESL Dashboard, Report and Upload Document.7z — zip file

• ESL.CRM.DB.SQL — SQL script

• SharePoint 2013 Solution.7z — SharePoint 2013 solution package {zip file}

• ESLEventReceiverInstaller.msi

• Setup.exe

Installation Prerequisites

The following must be installed on the server where OneSpan Sign Embedded Integration for CRM 2015 will be deployed:

• Database — One of the following:

  • Microsoft SQL Server 2012 (64-bit)

  • Microsoft SQL Server 2008 R2 (64-bit)

• Application Software:

  • Version 7.0.1.129 of Dynamics CRM Server 2015

• Operating System — One of the following:

  • Windows Server 2008 (64-bit)

  • Windows Server 2012 (64-bit)

The user must also have:

• Administrator rights to OneSpan Sign Embedded Integration for CRM

• A Sandbox or Production OneSpan Sign account and an API Key. For testing purposes, a Sandbox account is recommended.

For SharePoint Integration:

• SharePoint and Dynamics CRM should be on the same domain and network.

• Dynamics CRM users should have at least Read permission on the SharePoint sites.

Installing SQL

Prerequisites

• You must have Administrator privileges on the relevant SQL database.

To install SQL:

1. Create a database on the SQL server named esignlive.

2. In SQL server, open the SQL script named ESL.CRM.DB.SQL.

3. Execute the script against the new database.

Not all OneSpan Sign features are supported by an integration with this Connector. However, most if not all, features supported by this integration can be found in this Connector's documentation. For questions about a specific feature, please ask in our Forums. If a feature you're looking for is not supported, please let your sales contact know so that an official request can be made.

This topic has the following sections:

• Released Files

• Software Requirements

• Additional Requirements

The screen captures in these documents come from OneSpan Sign Embedded Integration for CRM 2016 Update 1(8.1) on-premises.

Released Files

• OneSpan Sign Embedded Integration for CRM v2.1

  • Download OneSpan Sign Embedded Integration for CRM v2.1 (the solution package)

• eslConnectorSiteMap_1_0_0_X_managed.zip

• PushNotificationService.zip (for on-premises deployments only)

Software Requirements

You need one of the following third-party applications:

• OneSpan Sign Embedded Integration for CRM 2016 On-Premises (updated to 8.1.0359 or higher)

• Microsoft Dynamics 365 Update (8.2) online

Additional Requirements

The person performing the deployment must have:

• Deployment Administrator rights for OneSpan Sign Embedded Integration for CRM

• A Sandbox or Production account for version 11 of OneSpan Sign, and an associated API Key

For SharePoint Integration (on-premises only):

• SharePoint and Dynamics CRM should be on the same domain and network.

• Dynamics CRM users must have at least READ and WRITE permissions on all relevant SharePoint sites.