Solution Import

Guidance on how to install the KeyNamics solution

Normally, Omfax Systems will arrange the installation and initial setup of the KeyNamics solution. The installation would typically involved....

• Uploading and import of the KeyNamics Solution

• Publishing the Solution

• Uploading basic configuration Settings, Mappings and example FetchXmls . This is normally achieved using the Data Migration Utility, supplied as part of the Dynamics SDK

• Adjusting configuration settings

• Testing connectivity and launching of Keyfax scripts

Upgrading KeyNamics

To upgrade the KeyNamics solution to a newer version unless specific instructions are provided you can typically just import a newer version of the KeyNamics solution over the top of your existing KeyNamics solution within your Dynamics environment. You should first upgrade KeyNamics within your development environment and export this was a Managed solution for your UAT and Live environments.

The typical upgrade settings are shown below...

Managed vs Unmanaged Solution

KeyNamics is distributed as a "Unmanaged" solution. This is to allow small modifications within the customers development environment (if necessary) before deploying to KeyNamics to UAT or Live.

We would only suggest using an unmanged solution within your Dev or Development environment. Upon exporting KeyNamics from your Dev environment this should be exported as a "Managed" solution for import into your UAT and / or Live Dynamics environments.