A Practical Guide to SharePoint 2013

A Practical Guide to SharePoint 2013
A Practical Guide to SharePoint 2013 - Book by Saifullah Shafiq

Tuesday, September 28, 2010

Sales Account Manager - Template for SharePoint 2007

Sales Account Manager

I set up one of the role based templates today. This template can be installed on a single machine as well as multiple machines. I installed it using the second approach. My SQL Server machine is different than my SharePoint server machine. Template comes with detailed setup instructions but believe me installing and configuring it is a cumbersome task. Sales and Marketing people will love this template. I faced some problems during database installation. Setup instructions (Section 2.4 Database Installation, Page 5) tell you to copy MySiteAccountManagerRole.bak file in the following folder:
<Drive name>:Program FilesMicrosoft SQL ServerMSSQL.1MSSQLBackup
I got following error when I ran the osql -E -i MySiteAccountManagerRole.sql:

Copying the MySiteAccountManagerRole.bak to the following folder solved my problem:
<Drive name>:Program FilesMicrosoft SQL ServerMSSQL.2MSSQLBackup
Another problem that I faced was that I couldn't find the .odc file mentioned in Section 2.7.3 Document Library Settings - Step 4 and therefore, I had to update the .odc connection file manually.
Here are some screen shots of the template:

Screenshot 1

Screenshot 2

Screenshot 3

Screenshot 4

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