Setting Infor CRM SLX Database Connection Options

Use the Connection options to set up your connection to the Infor CRM SLX server.
Note: 
  • You must first install the Infor CRM SLX Mail Merge for Microsoft Word add-in. For steps seeInstalling Infor CRM SLX Mail Merge For Microsoft Word.
  • These options are required for Infor CRM SLX Mail Merge for Microsoft Word.
  • These options are configured for users who set these options for Infor CRM SLX Xbar for Microsoft Outlook.

To set options:

  1. In Microsoft Word, on the Mailings tab, click the Infor CRM SLX Options button and, if necessary, click Connection.
  2. In the SData URL field, specify the server name and SData portal.
    • Specify the SData URL that your administrator provided in order to connect to Infor CRM SLX. Use the following format: http://servername:port/sdata or https://servername:port/sdata
    • Offline Web Client users - Specify the URL to connect to your local Infor CRM SLX server. Use the following format: http://localhost:port/Sdata The port is usually 8088.
  3. If your implementation does not use the standard SlxClient portal for the Web Client, then in the Web Client URL field, specify the server name and Web Client portal. This is automatically completed for you if your implementation uses the standard SlxClient portal, and no changes are needed.
    • Specify the URL that your administrator provided in order to connect to the Infor CRM SLX Web Client. Use the following format: http://servername:port/<portal name> or https://servername:port/<portal name>
    • Offline Web Client users - Specify the URL to connect to your local Infor CRM SLX Web Client Use the following format: http://localhost:port/<portal name> The port is usually 8088.
  4. If you use your Windows account information to log in to Infor CRM SLX, select the Use Windows Authentication option, otherwise leave this option cleared.
  5. Specify the User Name and Password you use to sign in to Infor CRM SLX. This is your Infor CRM SLX or Windows user name and password.
    Note: If your implementation uses Infor OS (Ming.le), you must not enter your credentials in this dialog box. You are prompted to enter your Infor OS (Ming.le) credentials.
  6. Click Test. If the test fails, review your connection information. If the information is correct and you still cannot connect, contact the administrator.
  7. Click OK when you are finished setting your options and your connection test is successful.
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