| Creating Activities for Multiple Accounts |
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Index ‹ Information Technology ‹ Crm
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- SVCS >> Forms authentication problemsHi,
I'm implementing a custom security extension for Reporting Services,
based on the forms authentication sample, and am having a couple of
problems with authentication.
Here's some background on my set-up.
- We intend to expose reports to our customers over the internet.
Since we already have a main web application with a logon form and
authentication framework, we are sharing the authentication cookies
with that application (which lives on a different server), according
to the MSDN article 'Forms Authentication Across Applications'.
- I have implemented an authentication extension which uses this
framework to authenticate users, and it works. (I can call LogonUser
and get a cookie back if my credentials are valid, among other things.)
- Rather than having a separate logon form for Reporting Services, we
want to redirect users to/from our main logon form on the other server.
First problem: Report Manager isn't redirecting to the logon page that I
specified in the RSWebApplication.config file. Instead it is trying to
call the web service when not authenticated, and failing. (It gets
redirected to the logon page, and doesn't know what to do with it.)
The UFAIRS article doesn't say how RM works out whether the user has
an authentication cookie for the web service which needs forwarding.
Presumably it looks for one in the request, and redirects to the logon
page if the cookie isn't there. But how does it know what the cookie's
called? How does it even know that the web service is using forms
authentication (without first trying it)?
I don't know how what I'm doing is any different to the sample, which
does work. The only thing I've changed (in the Report Manager
configuration) is the loginUrl element within CustomAuthenticationUI,
but RM isn't even trying to redirect the client.
I'm also getting what I think is the same problem using Report Designer
in Visual Studio. When the sample was installed, Report Designer would
pop up a box asking for username and password whenever it tried to use
the web service, but now it just gives me an error message stating "a
connection could not be made to the report server". Again, I'm not sure
how it's trying to determine what it has to do to authenticate itself.
Second problem: redirection from the web service works, but it isn't
respecting the useFullyQualifiedRedirectUrl setting in web.config
(attribute of the httpRuntime element), which I've set to 'true'. The
URL it generates and puts in the query string is relative to the local
server root. Since my logon page is on a different server, I need it to
include the full URL.
Sorry for the long post, and thanks for reading if you got this far.
Please let me know any ideas you might have. I can post details from my
configuration files on request, and please ask if there's something I
haven't made clear. Thanks.
Stephen
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- Money >> Mutual Fund MergerI read the posting from Oct 03 and followed the
suggestion.
I completed the ratio as instructed. Problem is now I
cannot change the investment name or symbol to that of
the gaining fund because it is "already being used" by
another account.
Help please. I have Money 2004 Small Business.
Oct 03 posting info is below
_______
I have Money 2002 Deluxe & Bus.
>>>I recently had 2 mutual funds merge and I cannot
figure
>>>out how to handle this in the Money program. It tells
>>>about Company mergers and I read about 3 different
ways
>to
>>>finagle a fund merger on older versions of Money but
>none
>>>of which had any sort of proper outcome (sell & buy
>>>shares, remove & add shares, etc.)
>>>Does anyone know if there is a way to properly do this
>on
>>>this program?
>>
>>
>>Money 2003 and 2004 can do it more "properly", but if
you
>do not
>>hold both of the original funds and this is a tax-free
>merger, this
>>way has no disadvantage:
1. Do an appropriate split of the fund. You will need
to
>input
>>the split ratio a ratio of integers (1 ... 65535).
Post
>the ratio
>>you want to achieve.
>>
>>2. In the investment details, change the symbol.
>>
>>3. Change the investment name.
>>
>>4. Add a brief comment to the investment to explain the
>change.
>>
>>.
>>THanks for the advice.
>I did hold both funds before the merger. Fund A was
>merged into Fund B however, Fund B kept its original
name
>but on the report from the Financial Co. the shares from
>Fund B were surrendered and then received in a different
>amount.
- 5
- Compact >> Connection to device was lostMy Intermec PPC is connected to my PC (running VS2005) via a cradle/USB.
When I run the app I get an error saying that a connection with the device
was lost before my app's main form appears.
The only way to work around this seems to be to put breaklines on the lines
indicated with ***
public MainForm(string[] taskFlowAssemblies, string[] taskFlowUIAssemblies)
{
***Screen = new UITask.Screen();
//Load the tasks
TaskFlowAssemblies = new ArrayList();
foreach(string taskFlowAssemblyFileName in taskFlowAssemblies)
{
Assembly taskFlowAssembly = Assembly.LoadFrom(taskFlowAssemblyFileName);
TaskFlowAssemblies.Add(taskFlowAssembly);
}//foreach taskFlowAssemblies
//Load UI factories
//Load the tasks
***TaskFlowUIAssemblies = new ArrayList();
foreach(string taskFlowUIAssemblyFileName in taskFlowUIAssemblies)
{
Assembly taskFlowUIAssembly =
Assembly.LoadFrom(taskFlowUIAssemblyFileName);
TaskFlowUIAssemblies.Add(taskFlowUIAssembly);
UITask.UITaskFactory.Instance.RegisterTaskUIAssembly(taskFlowUIAssembly);
}//foreach taskFlowUIAssemblies
***InitializeComponent();
Screen.ActiveTaskChanged += new EventHandler(ActiveTaskChanged);
Screen.TaskParametersChanged += new EventHandler(TaskParametersChanged);
Screen.ExecuteAssembly( (Assembly) TaskFlowAssemblies[0]);
}
The InitializeComponent() method is very small, only 1 panel + 2 buttons on
there. Why does this happen, and can I fix it?
Thanks
Pete
- 6
- Messanger >> RED X ON WINDOWS ICONSWhat is this update to windows messenger? I used to
get the pop up messages but they finally stopped, and I
thought I had seen the last of them,
but tonight when I logged on the internet a window
popped up in the middle of the screen saying
"A new version is available - do you want to update
now - I clicked no, and it disappeared. I thought that
was the end of it, but when I logged off the net the same
message appeared in the middle of the monitor and
wouldn't go away. There is also the windows messenger
icon next to my start button and that won't go away. How
can I get rid of this? I'm going to have to shut down my
computer with it still there because it won't go away.
The icon in the right hand side of the task bar has a red
x on it and the icon for messenger on the top task bar
also has a red x on it. I don't us windows messenger so
I don't want to update it.
This is very annoying!!!!
- 7
- Crm >> Install CRM 4.0 in cirtixHi,
Is there anywhere a guide for installation of Microsft crm on citix
enviroment, and where can I download the client.
--
Best regards,
Anders Jeppesen
MCP, MCTS, MPV
KEYZONE ApS
- 8
- SBS >> Login Script does not work on Win2k clientI am running SBS2k. All the clients are running the
SBS_LOGIN_SCRIPT.bat (Company shared folder appears on the
desktop) and mapping to the home directoy (also appears on
the desktop) except for one Win2k client that runs the
script but the folders do not appear. I have run the
script from a command prompt and it seems to run (No error
messages etc.) but it does not seem to do anything!!
Any help would be greatly appreciated.
Regards
Grant.
- 9
- SVCS >> Does the Excel add-in works against RS report?Can I create a report using RS, and than, using the Office Excel Add-In for
SQL Analysis(or ant other way) to import that report (not export using the
RS), and refresh the data?
The only thing I found regarding Excel Add-In and RS is the Add-In's ability
to expose(using the Functions) report definitions (MDX, name etc) created by
excel, but I need it to work the other way around.
Tnx.
- 10
- Crm >> restore backup problem Money 2004I cannot restore the backup file. It said Money cannot locate file or cannot
open it because it is a read-only file. I did copy backup file to hard drive
and restore to different location, different name. But there's still the
problem. I'm using Money 2004 running on Window xp. I read the other thread
for Money 2005 but dont know where to update my version of Money 2004? Pls
Help, Thanks!
- 11
- SBS >> Too much backup SBS 2003I am using the built in Backup via wizard to backup my SBS 2003
servers, I am now hitting a problem in that the salesman has not
thought ahead enough, i.e my tape is now full too often.
How can I get around the fact that the exchange stores are backed up at
file level and the storage groups are also done seperatly (in effect
doubleing size on the tape). Is it a case of using just the backup
utility on its own to specify different jobs and lose the nice
interface in server management ??
- 12
- SVCS >> How to Deploy Reports to a Production EnvironmentOur situation is that we are developing a set of "master" reports locally
using Visual Studio .NET 2003 (and, of course, the Reporting Services
designer). Once the master reports are finished, we will need to install
these reports to our customers' computers (their computers are not a part of
our network, we don't have access to them to deploy from our computers and
the Visual Studio .NET 2003 solution/project). And then we will need to
deploy to the ReportServer on their server.
Additionally, the customers' server will have VB .NET installed (the basic
edition to allow RDL development).
So, should we simply copy the solution, project, RDS, and RDL files to the
customers' server, then open the solution in VB .NET, and deploy? Or is
there a better way?
Also, since we are developing the master reports in a solution/project in
Visual Studio .NET on our local development servers, is there any
compatibility issues in trying to open that same solution in VB .NET on the
customers' server?
Thanks.
- 13
- Crm >> Workflow 4.0Is there a way to create a record (Appointment, task, etc..) in workflow and
have it marked as complete?
- 14
- SVCS >> From RS2000 to RS2005. How to?Hello,
I would appreciate if someone can advice me:
We are planning to migrate from Reporting Services 2000 (on old server) to new server with RS2005.
There are a lot of reports, few datasources and very complex security on folder and report levels.
As I understood all reports should be manually upgraded (click and deploy), but what with datasources,
folder structure and security roles?
Kind regards,
Zoran
- 15
- SBS >> Domain Users in Local Machine Administrators GroupOkay I know its probably been asked before but here it is again. I'm working
on a SBS hosted GP deployment that incorporates a mix of 'highly-,' lightly-'
and un-managed machine & user OU's. These configurations include everything
from completely unmanaged run-of-the-network accounts to a couple of
locked-down, public 'kiosk' machines. Everything works great, roaming
profiles, folder redirections, mandatory desktops etc.. One catch... it works
as long as Domain Users have administrator privileges on the local machines.
Two questions:
1) Am I doing something wrong or is this really a legit requirement?
2) Can't this be set in GP?
If anyone has an answer to either question it would be greatly appreciated.
I've (obviously) been all over GP and haven't found one. If thats the way it
is, fine. It just doesn't seem right that the domain must have complete run
of the local machine.
Thanks!
Mike
--
Eight was enough!
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| Author |
Message |
mic2007
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 Posted: Thu Jun 07 08:01:35 CDT 2007 |
Top |
Crm >> Creating Activities for Multiple Accounts
Hey Everyone,
I appreciated the help on the last question, so of course I have another
one. How am I able to create a "mass activity" for multiple accounts? For
example, I would like to create an activity on multiple accounts when a fax
blast goes out so that it's recorded for all of the accounts targeted. Any
information is greatly appreciated!
Thanks!
Tiffany
Information Technology210
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Dave
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| Posted: Thu Jun 07 08:01:35 CDT 2007 |
Top |
Crm >> Creating Activities for Multiple Accounts
Tiffany,
If it were me I would create a Quick Campaign. By doing so you will
have the ability to track any responses you get.
~Dave
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Index ‹ Information Technology ‹ Crm |
- Next
- 1
- Compact >> Forms & and exposed subsHi everyone i have a problem i could do with some help on.
if a form has the new sub overidden e.g
Public Sub New(ByVal iGrp As Integer, ByVal iSubGrp As Integer, ByVal
sGrpDesc As String, ByVal sSubGrpDesc As String)
' This call is required by the Windows Form Designer.
InitializeComponent()
' Add any initialization after the InitializeComponent() call.
iGroupCode = iGrp
iSubGroupCode = iSubGrp
sGroupDesc = sGrpDesc
sSubGroupDesc = sSubGrpDesc
End Sub
when accessing that form from another form i cant see any controls or
Subs and functions in the list. If i take the overide out i can. Can
anyone explain
Basically i want access to the datagrid that is on form1 from form2
Hope that makes sense and someone can help
Shawrie
- 2
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- Compact >> Cache on PPC DeviceHello,
Made an app for a PDA; it gets an image via HTTPWebRequest and
HTTPWebResponse.
All runs well on the PPC Emulator, but on the PDA it only gets the
image once. A repeated request does not produce another image.
A same request via the IE URL-bar works fine, so it can't be a caching
matter. What am I doing wrong?
Victor.
- 4
- 5
- Crm >> Tracking where opportunties have come fromHas anybody tried to track the name of the person and/or
company that an opportunity came from? We did create a
field but it corrupted the database and we had to
reinstall a previous saved version.....
Any comments gratefully received
thanks
- 6
- SVCS >> Newbee QuestionDear All,
What options are available for viewing the report in VB 6.0 application.
Best Regards
VJ
- 7
- SBS >> help with server usage reportHello,
Our server usage report had stopped displaying the mailbox sizes for
some reason. I get the message that no data is available. Does anyone have
an idea on why it stopped working?
Jake
- 8
- Messanger >> Audio and Windows XPI am using MSN Messenger 6.0 on Windows XP with all the latest SP and
Critical updates installed. I have a Dell Inspiron 8200. Everything works
except audio. I have tried different network cards and I am not using a
router just a cable modem. I can get the audio to work from other computers
that I plug in that are also running XP. Does any one have any suggestions.
Thank you in advance
Zeno
- 9
- 10
- Money >> Believe iT or NOT!!!Discovers the "Secret of making huge money" in just few weeks....
You shall be amazed that how easy 1 can make money on internet just for doing 1 time work..[I GUREENTED U CAN TOO MAKE BIG$$ WITH THIS PROGRAM]........
http://mysiteinc.com/gohar/index.html
- 11
- Crm >> CRM 3 Customization for ConstructionI own a small construction company and would like to customize Microsoft CRM
3 to include all information pertaining to a client in one place, including
request for proposals, purchase orders, change orders, and project
information by areas. Example if we were building an addition then we would
choose the client from either Accounts or Contacts and then drill down from
the project name (Addition) to the room names (side entrance), then all the
items in that room such as baseboard, flooring, windows etc. all in grid
lists, with the final screen a form that has all the details of these final
items such as supplier, color size etc. So 4 levels deep. We are also looking
at linking MS Project and MapPoint to CRM 3. Other Contractor related
customizations as well. I am looking for help and willing to pay for quality
customization. Email me at home-builder@hotmail.com
- 12
- 13
- Crm >> page numbers.There needs to be something like this: Example: 1-250 page 1 of 10. So when
you see 1 of 250 you dont have to go click the arrow a million times to see
how many records there are. If you put the 1 of 10 or 1 of 5 you know that
250 times 10 is how many records there are. Can't believe this isn't already
done.
----------------
This post is a suggestion for Microsoft, and Microsoft responds to the
suggestions with the most votes. To vote for this suggestion, click the "I
Agree" button in the message pane. If you do not see the button, follow this
link to open the suggestion in the Microsoft Web-based Newsreader and then
click "I Agree" in the message pane.
http://www.microsoft.com/Businesssolutions/Community/NewsGroups/dgbrowser/en-us/default.mspx?mid=2d324e5e-6f7f-4e2a-9cbe-efded90662de&dg=microsoft.public.crm
- 14
- SBS >> Transition CALsCould any body tell me what "20-Pack Transition CALs $776
(skuT74-01133)" is for?
I got the info from
http://www.microsoft.com/windowsserver2003/sbs/howtobuy/pricing.mspx
Do I have to by Transition CALs on top of the "Transition Pack"? I have SBS
CALs for 60 users already. I dont want to add more user now, but I want to
have more than 16GB for Exchange store.
Is this "Transition CALs" for adding more users, otherwise no need to
purchase?
Thank you very much
- 15
- SVCS >> How to show a rectangle in a SQL reportDoes anyone know how I can display a rectangle in the rendered SQL report?
I need this to assist the users of the report to have an area in the printed
report column so that they could do a manual check mark or some kind of a
mark on the rows of the report. I tried to place an image but it slows the
report rendering. Thanks in advance.
--
Thanks,
SDRoy
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