Sage CRM 2020 R1: Changes to Plugin Installation (Part 1 of 4)

This is the first article in a short series that will look at the way in which Outlook Plugin installation has changed in Sage CRM 2020 R1.  In previous versions, the installation of both the classic and lite Outlook plugins was handled using ActiveX.

This dependency on ActiveX had required our customers to use Internet Explorer to use install the Outlook plugin.  In the new version, the installation can be carried out by users of any browser.
The new procedure has been very well documented in the release notes. But this has changed quite substantially.

 The articles in the series will explain how to
Installing a Certificate on the Server
Sage CRM 2020 R1 is supplied with a certificate you can use to sign the Outlook plugin installer (.msi) files for demonstration purposes.
You can find the demo certificate and its corresponding private key in the following location on a Sage CRM server:

<Sage CRM installation folder>\CRM\Services\OpenSSL\signing
This location contains the following:
  • SageCRMSelfSigned.cer. A public key that is used to verify the signed .msi files. Install this public key on each client computer where users will be running the .msi files.
  • SageCRMSelfSigned.pfx. A private key that is used to sign the .msi files. Install this private key on your Sage CRM server. The private key password is "SageCRM".
To install the private key on a Sage CRM server:
  • Log on to the Sage CRM server as a local administrator.
  • Open Microsoft Management Console (mmc.exe).
  • Add the Certificates snap-in:
  • Click File | Add/Remove Snap-in.
  • Under Available span-ins, select Certificates and click Add.
Select Computer account and click Next.
Select Local computer and click Finish.
Click OK to close the dialogue box.
We then have to import the demo private key (SageCRMSelfSigned.pfx):
In the console tree, expand nodes to select Certificates (Local Computer) | Personal.
Right-click Personal and click All Tasks | Import.
On the Welcome step, click Next.
On the File to Import step, browse to select the SageCRMSelfSigned.pfx file.
It is located in
<Sage CRM installation folder>\<InstallName>\Services\OpenSSL\signing.
To view the private key file, you may need to set the filter to Personal Information Exchange (*.pfx, *.p12).
Click Next.
On the Private Key Protection step
enter the personal key password ("SageCRM") and click Next.
On the Certificate Store step, ensure that the selected certificate store is Personal and click Next.
Click Finish to import the private key.
The import should be successful
Within the Certificate node under the Console Root.
The certificate will be listed under the personal certificates.
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