Installing Self Service

Less than one minute read time.

Below is a simple diagram showing the architecture of Sage CRM's self service module. You can see that this clearly implies that the Self Service site exists beyond the corporate firewall.

For a company that is using Sage CRM, how do they go about enabling the Self Service feature on the external site?

A typically starting point might be one Server on the LAN with a Sage CRM installation. The same server maybe used for the database e.g. MS SQL 2005 and any ERP Software with integration.

How can we install the Self Service component on new Server to be placed beyond the firewall? The important thing to realise is that Self Service does not has a separate install. You can only install and register the eWare.SelfService object by installing a copy CRM which has Self Service enabled. This means that on the machine you want to use for Self Service you will need to install a copy of Sage CRM with a license that includes Self Service.

You then need to change the settings so that 'new' install points to the correct database within the network.