Step-by-Step Instructions on How to Install Scribe Insight

Before you can get Scribe Insight to integrate your systems, you need to configure a Scribe server and install the necessary applications. This blog is intended to provide a step-by-step approach to help you breeze through this task. In our description, we will assume that you are using Scribe to integrate your CRM and ERP systems (specifically, integrating Microsoft Dynamics GP and Dynamics CRM), but the process is the same regardless of the systems Scribe will integrate.

Assumptions:

1. You have a dedicated Scribe server which will be used exclusively to host the Scribe application and process messages between your other systems. For system requirements please visit: http://www.scribesoft.com/TechnicalRequirements. This blog will not cover the provisioning of the necessary Windows server.
2. You are using SQL Server 2012 Express to host the Scribe Internal database and this will be installed on the Scribe Server as well. SQL Server 2012 Express is shipped with Scribe and can be included in the installation of Scribe for free. This blog will cover this installation.
3. Scribe Adapter for Microsoft Dynamics CRM and the Scribe Adapter for Microsoft Dynamics GP will be installed.
4. You are installing Scribe version 7.9.

Prerequisites:

Disable UAC

1. Scribe recommends that you disable User Account Control (UAC) on the Scribe server during the install. You can turn it back on after.
2. Open Control Panel ➞ User Accounts ➞ User Accounts ➞ Change User Account Control Settings
3. Set to “Never Notify”

MSMQ

If you are planning to use multi-threaded integrations or the Scribe provided CRM/GP integration template, you need to enable Microsoft Message Queuing (MSMQ) on the Scribe server.

1. Enable Message Queueing (MSMQ) by opening Server Manager ➞ Manage ➞ Add Roles and Features ➞ Features (leave every option before Features default) ➞ Message Queuing:
   
2. Click Next and Install the Feature.

CRM Adapter – Windows Identity Foundation

The CRM Adapter for Scribe requires Windows Identity Foundation (WIF).

1. On Windows Server 2012 this can be enabled as a Feature in Server Manager. Open Server Manager ➞ Manage ➞ Add Roles and Features ➞ Features (leave every option before Features default) ➞ Windows Identify Foundation 3.5:
   
2. Click Next and install the Feature.
3. On earlier versions of Windows, you can download the appropriate version of WIF at: http://www.microsoft.com/en-us/download/details.aspx?id=17331

Installation Procedure:

Media Extraction

1. Download the Scribe Insight 7.9 installation media from: https://openmind.scribesoft.com/html/insight_download
2. Run the downloaded self-extraction utility, and make sure to unzip the installation files to a location that you will remember:
   

Start Installation

1. Run the Setup utility in the ScribeInsight790_x64 folder (NOTE: the name of folder will be different if you are using an older version of Scribe):
   
2. The installer will launch, and allow you to select the features you wish to install:
   
   NOTE: Microsoft Windows Installer and .NET Framework are pre-installed on Windows Server 2012.
3. In this instance, we will be installing SQL Server Express 2012, Insight 7.9.0, and several Insight Adapters (Dynamics CRM and GP).

SQL Server 2012 Express Installation and Configuration

1. You will first be prompted to install Microsoft Visual C++ 2012 Redistributable (x86). Accept the terms and install:
   
2. SQL Server 2012 Express Setup will then begin. Accept the License terms and optionally send feature usage data to Microsoft. On the next screen, it is recommended that you include SQL Server Product Updates:
   
3. For the Feature Selection screen, skip to step 6. Otherwise, continue.
4. Perform a new installation of SQL Server 2012:
   
5. Accept the license terms:
   
6. Install the Database Engine Services and SQL Server Replication:
   
7. Leave the Named instance and Instance ID as “SCRIBE”, and the Instance root directory as the default:
   
8. Leave the Server Configuration as defaults:
   
9. Leave the Database Engine Configuration as defaults. Add the ‘sa’ password and keep this in a safe place. It is important to use a strong password for the ‘sa’ user for SQL to function properly. Also add any additional SQL Server administrator users that you want to have access to the Database Engine. Leave all other settings default:
   
10. Error reporting is optional:
    
11. The installation will proceed, and complete:
    

Scribe Insight Installation

1. The Scribe Insight Setup Wizard with then start up:
   
2. Accept the license agreement:
   
3. Install this as an Insight Server and leave the default installation location and Install:
   
4. Once complete, click Finish:
   

Scribe Internal Database Installation and Configuration

1. The Scribe Database Setup wizard will now start up. This will configure the necessary SCRIBEINTERNAL database:
   
   In this case, we will be using SQL Server Authentication. If you choose to use Windows Authentication, refer to the Scribe Installation documentation for details.
2. Enter the database ‘sa’ password that you created earlier, select the Instance (Server) that we created earlier (
3. You will receive this prompt. Click “Yes”:
   
4. As everything validates, click “OK”.

Scribe Sample Database (Optional)

1. If you want to create the Scribe Sample Database, you can do so here:
   
2. The database setup is now complete:
   

Scribe Adapter Installation

1. If you have chosen to install Scribe Adapters, the Adapter Installation wizard will then launch. In this case, we will be installing the Scribe Adapter for Microsoft Dynamics CRM and the Scribe Adapter for Microsoft Dynamics GP:
   
2. NOTE: If you did not previously install Microsoft Windows Identity Foundation (WIF), you will receive the following error for the Dynamics CRM Adapter installation:
   
3. The Dynamics CRM adapter will complete installation:
   
4. The Dynamics GP Adapter will start:
   
5. The Dynamics GP Adapter installation completed:
   

Scribe License Registration

1. The Scribe Registration Wizard will start:
   
2. Select Register Online and then enter the Serial Number that was provided by Scribe:
   
   
3. Enter your registration information making sure to complete all required fields. You will receive confirmation of successful registration and will also receive an email from Scribe confirming the registration. This email will be sent to the email used in the registration wizard.
   
4. The installation procedure is now complete. You can check for product updates by leaving the appropriate check box enabled:
   
   

Post Installation Steps:

Start up the 5 Scribe services

IMPORTANT NOTE: Scribe recommends that these services be run by a Local Administrator account. It is recommended that you set up an appropriate AD service account for this purpose, e.g. DOMAINsvc_scribe. It has also been seen that this account requires elevated domain privileges, up to and including domain administrator depending upon the integration requirements. If this is not done properly, you may experience problems with unattended Console jobs running and or cross-server communication issues.

1. Open up Services under Administrative Tools ➞ Services, and start up each of the 5 Scribe services. Right click each service, and select start. Refresh the window, and confirm that each service is running.
   

Add Scribe Administrator users to the Scribe Console User Group

1. Open Administrative Tools ➞ Computer Management
2. Navigate in the left tree-pane to Local Users and Groups ➞ Groups ➞ Scribe Console Users. Open up the Scribe Console Users group:
   
3. Any users that need access the Scribe Console MUST be added to this group before they open the Console. If you are adding the current logged in user, you must log out of the server and log back in for the change to take effect:
   

At this point, the installation of Scribe is complete. You can test by opening up the Workbench and Console.

In Part 2 of this blog series, we will show you how to configure your Scribe Console as an administrator.

For more information or for assistance with Scribe please do not hesitate to contact FMT Consultants.

Written by:
David Maslen, Senior CRM Consultant
FMT Consultants