Not all OneSpan Sign features are supported by an integration with this Connector. However, most if not all, features supported by this integration can be found in this Connector's documentation. For questions about a specific feature, please ask in our Forums. If a feature you're looking for is not supported, please let your sales contact know so that an official request can be made.
This topic has the following sections:
- Released Files
- Installation Prerequisites
- Installing SQL
- Deploying the Push Notification Service
- Installing OneSpan Sign for Microsoft Dynamics CRM
- Adding Users
- Microsoft SharePoint Integration
- Upgrading
- Uninstalling
- Troubleshooting
Released Files
ESLConnector_1_0_0_14_managed.zip
— Dynamics CRM solution package {zip file}eSignLive.comESLNotificationService.zip
— Windows Service for Notifications {zip file}ESL Dashboard, Report and Upload Document.7z
— zip fileESL.CRM.DB.SQL
— SQL scriptSharePoint 2013 Solution.7z
— SharePoint 2013 solution package {zip file}ESLEventReceiverInstaller.msi
Setup.exe
Installation Prerequisites
The following must be installed on the server where OneSpan Sign for Microsoft Dynamics CRM 2013 will be deployed:
- Database — One of the following:
- Microsoft SQL Server 2012 (64-bit)
- Microsoft SQL Server 2008 R2 (64-bit)
- Application Software
- Version 6.1.0.581 of Dynamics CRM Server 2013, with Service Pack 1 (SP1) or above
- Operating System — One of the following:
- Windows Server 2012 Datacenter or Windows Server 2012 R2 Datacenter
- Windows Server 2012 Standard or Windows Server 2012 R2 Standard
- Windows Server 2008 Standard SP2 (64-bit) or Windows Server 2008 Standard R2 SP1
- Windows Server 2008 Enterprise SP2 (64-bit) or Windows Server 2008 Enterprise R2 SP1
- Windows Server 2008 Datacenter SP2 (64-bit) or Windows Server 2008 Datacenter R2 SP1
The user must also have:
- Administrator rights to OneSpan Sign for Microsoft Dynamics CRM.
- A Sandbox or Production OneSpan Sign account and an API Key. For testing purposes, a Sandbox account is recommended.
Installing SQL
Prerequisites
- You must have Administrator privileges on the relevant SQL database.
Action
To install SQL:
- Create a database on the SQL server named
esignlive
. - In SQL server, open the SQL script named
ESL.CRM.DB.SQL
. - Execute the script against the new database.
Not all OneSpan Sign features are supported by an integration with this Connector. However, most if not all, features supported by this integration can be found in this Connector's documentation. For questions about a specific feature, please ask in our Forums. If a feature you're looking for is not supported, please let your sales contact know so that an official request can be made.
This topic has the following sections:
- Released Files
- Installation Prerequisites
- Installing SQL
- Deploying the Push Notification Service
- Installing OneSpan Sign for Microsoft Dynamics CRM
- Adding Users
- Microsoft SharePoint Integration
- Upgrading
- Uninstalling
Released Files
ESLConnector_1_0_0_14_managed.zip
— Dynamics CRM solution package {zip file}eSignLive.comESLNotificationService.zip
— Windows Service for Notifications {zip file}ESL Dashboard, Report and Upload Document.7z
— zip fileESL.CRM.DB.SQL — SQL script
SharePoint 2013 Solution.7z
— SharePoint 2013 solution package {zip file}ESLEventReceiverInstaller.msi
Setup.exe
Installation Prerequisites
The following must be installed on the server where OneSpan Sign for Microsoft Dynamics CRM 2015 will be deployed:
- Database — One of the following:
- Microsoft SQL Server 2012 (64-bit)
- Microsoft SQL Server 2008 R2 (64-bit)
- Application Software:
- Version 7.0.1.129 of Dynamics CRM Server 2015
- Operating System — One of the following:
- Windows Server 2008 (64-bit)
- Windows Server 2012 (64-bit)
The user must also have:
- Administrator rights to OneSpan Sign for Microsoft Dynamics CRM
- A Sandbox or Production OneSpan Sign account and an API Key. For testing purposes, a Sandbox account is recommended.
For SharePoint Integration:
- SharePoint and Dynamics CRM should be on the same domain and network.
- Dynamics CRM users should have at least Read permission on the SharePoint sites.
Installing SQL
Prerequisites
- You must have Administrator privileges on the relevant SQL database.
To install SQL:
- Create a database on the SQL server named
esignlive
. - In SQL server, open the SQL script named
ESL.CRM.DB.SQL
. - Execute the script against the new database.
Not all OneSpan Sign features are supported by an integration with this Connector. However, most if not all, features supported by this integration can be found in this Connector's documentation. For questions about a specific feature, please ask in our Forums. If a feature you're looking for is not supported, please let your sales contact know so that an official request can be made.
This topic has the following sections:
The screen captures in these documents come from OneSpan Sign for Microsoft Dynamics CRM 2016 Update 1(8.1) on-premises.
Released Files
- OneSpan Sign for Microsoft Dynamics CRM v2.1
- Download OneSpan Sign for Microsoft Dynamics CRM v2.1 (the solution package)
eslConnectorSiteMap_1_0_0_X_managed.zip
PushNotificationService.zip
(for on-premises deployments only)
Software Requirements
You need one of the following third-party applications:
- OneSpan Sign for Microsoft Dynamics CRM 2016 On-Premises (updated to 8.1.0359 or higher)
- Microsoft Dynamics 365 Update (8.2) online
Additional Requirements
The person performing the deployment must have:
- Deployment Administrator rights for OneSpan Sign for Microsoft Dynamics CRM
- A Sandbox or Production account for version 11 of OneSpan Sign, and an associated API Key
For SharePoint Integration (on-premises only):