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