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The Sage SalesLogix System Summary Report

by on ‎08-13-2010 07:34 AM

I would imagine that many of us have encountered situations where we needed to quickly grab a detailed snapshot of our SalesLogix installation.  This may have been for review of product licenses, to identify enabled features or for specifics regarding Account, Contact and Opportunity data.  While most of this information can be manually obtained through various sources or methods, it is most easily captured through the SalesLogix System Summary Report.

 

The SalesLogix Administrator application can create a detailed summary report for each of the items listed below:

 

  • Installed Licenses
  • Product Version
  • Windows Server name and version
  • SalesLogix Synchronization and Remote Office Server name, path and Site code
  • SalesLogix listening port (IP Port)
  • List of installed product Bundles
  • SalesLogix Database information (database name, record totals and database enabled settings)

To generate the System Summary report, open the Administrator application (v7.2.x or greater) and login as the ‘Admin’ user.  On the Tools menu, click System Summary Report.

 

The next time you may need to obtain a detailed summary for your existing SalesLogix implementation, you may wish to begin by collecting information through the System Summary Report.

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