Conga Composer Installation and Administration

Transcription

Conga, Inc.
[email protected]
Conga Composer
Installation and Administration Guide
Release 7 - Winter '13
Welcome
Conga Composer lets you generate documents and spreadsheets by gathering data from
Salesforce.com and merging to a template. The resulting file(s) can be printed or emailed
and you can log the actions you’ve taken in Salesforce.
Conga Composer solutions let you create individual documents by clicking a button from a
record in Salesforce.
Conga Mail Merge, included with your subscription to Conga Composer, is a step-by-step
wizard that guides you through the process of creating batches of documents. You can access
Conga Mail Merge by clicking the Conga Mail Merge tab.
Contacting Conga
Conga is a leading provider of software solutions to enrich your Salesforce.com experience,
specializing in document creation tools that integrate data from Salesforce. Founded in 2006,
Conga has since built a substantial market presence with more than 2,000 customers,
worldwide.
Technical Support
At Conga, we are committed to providing you with timely answers to your technical support
questions. We provide support to system administrators for our products via email or
telephone. Generally, we’re available weekdays, during the following hours:
North America
Support Hours: 8 a.m. – 8 p.m. Eastern Time
Tech Support Email: [email protected]
Telephone: +1 303-465-1616 or (866) 502-3334
Europe, Middle East, Africa (EMEA)
Support Hours: 9 a.m. – 5 p.m. British Time
Telephone: +44 20 3608 0165
Asia / Pacific (APAC)
Support Hours: 9 a.m. – 5 p.m. Sydney Time
Telephone: +61 28 417 2399
© 2014 Conga. All Rights Reserved. Conga, Conga Suite and Conga Composer are all
trademarks or registered trademarks of Conga, as are other names and marks. All other
trademarks or registered trademarks are the properties of their respective owners.
Sales
For information on other products from Conga, please contact our New Business team:
Sales Information Email: [email protected]
Telephone: +1 303-465-1616
Resources
Examples:
For detailed sample templates, please see the Conga Composer starter template library.
Articles and Videos:
Conga provides an online knowledge base and YouTube channel that are available 24X7 to
help you answer questions.
QuickStarts:
Want to get started right away? Our Quick Start Guides will help you quickly generate your
first Conga Composer solutions.
To learn more, go to our Conga QuickStart Library.
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Table of Contents
Welcome ............................................................................................................1
Contacting Conga ...............................................................................................1
Technical Support .............................................................................................. 1
Sales ................................................................................................................. 2
Resources ..........................................................................................................2
Table of Contents ...............................................................................................3
General Disclaimer .............................................................................................4
Installation ........................................................................................................5
System Requirements ........................................................................................ 5
Installing Conga Composer ................................................................................ 6
Upgrading Conga Composer ............................................................................... 8
What’s in the managed package? ....................................................................... 8
Who should upgrade? ........................................................................................ 8
Complete Documentation ................................................................................... 9
Add-Ons to Conga Composer .............................................................................. 9
Administration .................................................................................................10
Setup Page ...................................................................................................... 10
 Basic Tab ..................................................................................................... 11
 Advanced Tab ............................................................................................... 13
 Recent Activity Tab........................................................................................ 14
 User Management Tab ................................................................................... 15
 Integration Partners Tab ................................................................................ 16
Integration with SpringCM™ ............................................................................ 17
 SpringCM Parameters .................................................................................... 18
Preparing to use Conga in a Sandbox ............................................................... 19
Printing Labels using a Label Printer ................................................................ 19
Conga Composer 7 – Winter '13 Release
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General Disclaimer
Conga Composer solutions depend on and leverage technology from a multitude of software
and hardware vendors including but not limited to salesforce.com, Microsoft, Google, and the
providers of various Internet browsers (“Third Party Technology”). Output from Conga
Composer solutions can be impacted by these and numerous other factors beyond the control
of Conga, including:
 Template design errors in Microsoft Word, Excel, PowerPoint templates, PDF Forms or
Conga HTML email templates

The nature and scope of data and/or images being retrieved for merging into templates

Individual user’s browser, network, ISP and/or hardware settings (see Conga Composer
Installation and Administration Guide for additional details)

The use of any encryption gateways or appliances that require any re-direct of Conga
Composer traffic
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The availability and performance of the salesforce.com service and other software-as-aservice solutions such as eSignature, eCommerce and other AppExchange products, and
periodic updates, enhancements or other changes to such services made by their
respective vendors

Salesforce.com security settings including User Profiles and Permissions, folder and
object access and field-level security

Internet performance, regional and even global outages
For these reasons, Conga cannot guarantee that your particular implementation of
Third Party Technology and Conga technologies – even if configured based on
Conga documentation and/or guidance offered by Conga Support personnel – will
perform consistent with your expectations or requirements, or provide the output
you require. Accordingly, Conga disclaims any and all liability resulting from, or
related to, performance issues associated with Conga products to the extent arising
from your implementation, configuration, or the behavior of Third Party
Technology.
508 Compliance
Conga Composer is an installable package from the Salesforce AppExchange, which
integrates with an individual customer's existing implementation of Salesforce. When
properly configured, Conga Composer will run within an existing Salesforce instance without
the need to view, manipulate or configure the application outside of the Salesforce user
interface.
The use Conga solutions are entirely represented by standard Salesforce user interface
compliance when properly configured. Therefore, customers seeking the 508 Compliance
VPAT documentation are referred to Salesforce.
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Installation
Getting started with Conga Composer is easy! The basic steps to configure Conga Composer
are outlined below. You’ll find more detail about each step in the reference guides
available on the Documentation page of our website.
System Requirements
To install and successfully use Conga Composer, you must have one of the following versions
of Salesforce.com:
 Performance (Unlimited) Edition
 Enterprise Edition
 Developer Edition
 Professional Edition
 Sandbox Edition
Conga



Composer also works with the following1:
Salesforce Customer Portal
Salesforce Partner Portal
Force.com Platform
We’ve used Conga Composer with the following operating systems and browsers (although
our goal is to work with any browser on any operating system):
 Microsoft Windows 2000, XP, Vista and Windows 7
Browsers: Internet Explorer 7+, Firefox 3+, Opera 9+, Safari 4+, Chrome 5+
 Mac OS X
Browsers: Safari, Opera, Firefox
We’ve






also used Conga Composer with the following versions of Microsoft Office:
Microsoft Office 2010 for Windows
Microsoft Office 2011 for Mac
Conga Composer can also place Salesforce data into forms created as PDF files, such as
government forms, loan applications and other highly secure applications. Instead of building
these templates with Microsoft Office, you’ll need the following:
 Adobe Acrobat 9 Standard+
 Please note: Adobe LiveCycle PDFs are not supported
1
Certain features not available in Customer and Partner Portal. Please inquire for details.
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Installing Conga Composer
The following steps provide an overview of how to install Conga Composer (and Conga Mail
Merge) and the general steps involved in deploying the application.
1. Install Conga Composer into your instance of Salesforce by visiting our page on the
AppExchange.
a. Click the “Get It Now” button and follow the on-screen prompts to install
Conga Composer. (You must provide system administrator credentials to
install an application from the AppExchange.)
2. Enable security settings to allow Conga Composer to interact with your data:
a. For each User Profile that has access to
Conga Composer, ensure the “API
Enabled” setting is active
b. If you want to use Reports as a data
source, ensure that “Run Reports” and
“Export Reports” is enabled for each User
Profile that has access to Conga
Composer
Note: If you are using Salesforce Enterprise Edition you will be prompted with the
option of choosing a security level, we recommend choosing Grant access to all
users:
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3. Enable the recommended settings on the Conga Setup page:
a. On the
Salesforce
Setup page,
choose View
Installed
Packages, then Configure for Conga Composer.
b. Enable the desired Template
Managers (v5 recommended)
c.
Enable the recommended Behavior
Modification settings (see image,
right).
d. Save your changes
4. (Optional) To use Salesforce reports as a data source for Conga Composer:
Create reports that meet your needs. See “Using Salesforce Reports with Conga
Composer” in the Conga Composer Configuration Guide, and “Using Salesforce
Reports with Conga Mail Merge” in the Conga Mail Merge Configuration Guide for
details.
5. (Optional) To use Conga Queries as a data source, you’ll need to upgrade to Conga
Composer Release 8, which includes the Conga Queries custom object as part of
the Composer app.
6. Add Conga Composer buttons to any desired standard or custom objects. See
below for a brief explanation.
Video: How to create a basic Conga Composer button
7. Create merge templates in Word, Excel, PowerPoint or Acrobat. See reference
guides for each template type on the Documentation page of our website for details.
Video: How to add merge fields to a Word template
Tip! Do not enable “Lock Sessions to the IP Address from which they Originated” (under
Salesforce Setup | Administer | Security Controls | Session Settings)
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Upgrading Conga Composer
Conga Composer and Conga Mail Merge are composite applications, which means that some
parts of the system are installed into your instance of Salesforce, however most of the system
runs on our servers.
As a result, the portion of the system that runs on our servers does not require upgrading on
your part: updates to the system are automatically made available at various times throughout
the year.
The portions of the system that are installed into your instance of Salesforce can be upgraded by
visiting the Conga Composer listing on the AppExchange, clicking the “Get it Now” button and
following the prompts to update the installed components.
Warning! DO NOT uninstall your current version of Conga Composer before upgrading! If you
do so, you will lose all of the Conga Composer components that you’ve already built.
What’s in the managed package?
1. The Conga Template Manager (v5)
The Conga Template Manager is a custom object into which Conga Templates are stored.
This custom object does not count against your Salesforce limit on custom objects.
2. The Conga Email Template Manager
The Conga Email Template Manager is a custom object into which HTML-based Conga
Email Templates are stored. The custom object does not count against your Salesforce
limit on custom objects.
3. The “Conga Reports” folder
4. The “Conga Composer Reports” folder
5. A custom setting for “Production Org Id” which is useful for customers who create
Salesforce Sandbox instances
Who should upgrade?
1. If you already have the Conga Template Manager (v4) installed, you should upgrade only
if you wish to recover a custom object (and tab) against your Salesforce limit.
Please note that you will need to migrate your Templates from the old custom object to
the new one, either by manually recreating the records, or possibility through a data
migration tool like the Salesforce Data Loader.
2. If you want to use Conga Email Templates, you should upgrade.
3. If you want to use the new “Production Org Id” custom setting for better control over
Sandbox instances, you should upgrade.
4. If you want to use Conga Queries as a data source, you should upgrade.
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Complete Documentation
On the Conga website, you’ll find a rich array of documentation for all of our various
products. Please visit the Documentation page on the Conga Support page to view the
available choices.
Topics include:
Conga






Composer
Installation and Administration Guide (this document)
Configuration Guide
Storing Merge Templates
Troubleshooting Guide
Template Guides:
o Excel
o Conga HTML Email
o PDF
o PowerPoint 2007 (.pptx)
o PowerPoint 2003 (.ppt)
o Word
Release Notes
Add-Ons to Conga Composer
The Installation Links page on the Conga website provides links to install any of our add-on
products as well as installation links for installing any of our products in a Salesforce Sandbox
instance. Some of the add-ons to Composer are free and others are paid but are available for
a free 30 day trial.
Conga



Add-Ons
Conga Conductor (paid, free 30 day trial available)
Conga Workflow (paid, free 30 day trial available)
Conga QuickMerge (free)
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Administration
Setup Page
You can change various options in Conga by visiting the Conga Setup page, which is accessible
from Salesforce Setup, then View Installed Packages and Configure for Conga Composer.
The following options can be configured from the Conga Setup page:
 Basic Settings
 Advanced Settings
 Recent Activity
 User Management
 Integration Partners
Note: The Conga Setup link also appears on the “Conga Mail Merge” page (upper-right
corner) and the “Conga Composer” dialog box (lower-right corner) for users who have the
following permissions:
 View All Data
 Modify All Data
 View Setup
Tip! An alternative technique to open the Conga Setup page (for previous versions):
Open the "Conga Mail Merge" tab in Salesforce, the look for the
Setup link in the upper-right corner in the orange bar
Tip! You may also open the Conga Setup page by opening a
Conga Composer dialog box and look for the "Setup" link in the lower-right corner.
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
Basic Tab
Disable the Editor
You may choose to disable the rich-text editor on the Letters page (Step 4) of Conga Mail
Merge. This forces users to choose a template from the template manager. (Certain
regulated organizations would not want users entering a free-form letter.)
Allow Use of Local Templates
You may permit your users to upload a template from their own hard drives. This feature is
disabled by default for all users except for administrators. This feature is always enabled for
administrators because of its utility in creating and testing Word templates.
Local templates can also be enabled via a Conga Composer parameter (See the DS8=1
parameter in Conga Composer Configuration Guide).
Conga Template Manager
We strongly recommend that you store templates in the Conga Template Manager V5
(“CTM”) – see Conga Composer Storing Merge Templates, for details. This custom object is
included with Conga Composer and Conga Mail Merge.
Optionally, you may enable Communication Templates (or the previous version of the Conga
Template Manager), which may be useful while you migrate templates from the older
repositories to the new, V5 repository. After migrating your templates, you should disable
repositories not in use.
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Behavior Modification
The Behavior Modification settings govern how Conga pulls data and how Word templates
behave. If your organization is new to Conga, we strongly recommend that you enable
all of the Behavior Modification settings.
If your organization has used Conga before Conga Spring ’11 was released, you may enable
these settings, however, they may affect your templates, so please be careful.
Query Object Name Correction
This setting corrects a problem in which Conga Queries resulted in object names with doubleunderscores. For example, a merge field name for the Amount field on an Opportunity
sometimes appeared as:
OPPORTUNITY__AMOUNT
Instead of
OPPORTUNITY_AMOUNT
This was an issue because after modifying the Conga Query sometimes resulted in slightly
different field names, thus preventing a merge field from working properly.
Prevent Auto-Incrementing Column Name
This setting corrects a merge field naming problem in Reports and Queries in which column
names were incorrectly labeled with an “_1”.
Word Templates: Require TableStart/TableEnd for Detail Regions
This setting makes it necessary to use TableStart/TableEnd to access detail data (ReportData
or QueryData), which is important because some customers have unintentionally discovered
that Conga would generate a separate document for each row of detail data in the absence of
a TableStart/TableEnd.
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
Advanced Tab
Field to Show on Log Activities
You may choose a custom Task field to display in the Log Activities portion of Conga. Usually,
this is a picklist field that lets users flag the activities.
Field Retrieval Restrictions
You can restrict the fields available to Conga by enabling this setting. (Not recommended
without guidance from Conga.)
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
Recent Activity Tab
Activity Reporting
You can download a file with the activities of the users from your organization. Select the
start and end date and click Run Report.
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
User Management Tab
Starting in Conga Summer '12, you may manage user licenses either with the older User
Management tool, described next, or using the Salesforce Manage License tool
(recommended).
User Management Tool
The User Management tab lets you perform the following user-license activities:

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
Determine whether User Management is enabled for your account
View the number of licenses your organization has purchased and how many of those
licenses are assigned
Page through a list of users
Sort the list by name, role and profile
Search the user list by name, role and profile
Only works with Salesforce instances of 100 or fewer users (of any type). Larger
organizations MUST use the Salesforce Manage License tool (see next section.)
To enable a license for a user, enable the "Authorized" checkbox for that user.
Manage Licenses in Salesforce (recommended)
User Management may now be performed with the "Manage Licenses" tool in Salesforce
setup (Setup | Installed Packages | Manage
Licenses).
This standardizes how users licenses are managed with other AppExchange products and
gives greater flexibility for large organizations.
You can learn more about this feature in our knowledge base; or, if you have questions,
please contact Conga support or your Conga Business Analyst.
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
Integration Partners Tab
The Integration Partners tab lets you configure the integration with SendGrid.
SendGrid is an email delivery service with features that assure customers an extremely high
deliverability rate at a low cost. Delivering emails via SendGrid means customers can
circumvent Salesforce email limits and can still use Salesforce email templates.
SendGrid is available separately from their website. You must subscribe to that service to use
this integration.
I M P O R T A N T
Setup:
1. Subscribe to a plan on the SendGrid website. Configure your SendGrid
account according to their instructions.
2. Open the Conga Setup page (located on the lower-right corner of the Conga
Composer dialog box). On the "Integration Partners" tab, paste your SendGrid
username and password. The credentials are encrypted and stored securely.
3. Save your changes.
4. Once Conga is configured with your SendGrid credentials, all email generated
through Conga will be delivered via SendGrid.
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Integration with SpringCM™
SpringCM provides secure file sharing, document management, and collaboration services,
making it easy to add, find, share, and manage content directly from standard or custom objects
in salesforce.com.

Easily add, share, and manage content directly from any two standard or custom
Salesforce objects.

Find and edit content folders, search and edit your documents in Microsoft Office.

Effortlessly share content with iPad, shared folders, email links, and external review via
email.
The Conga Composer integration with SpringCM is not designed to retrieve or merge data
from SpringCM into templates and output files. It provides the ability to distribute final
merged output files to SpringCM from within Salesforce.
SpringCM is available separately on the Salesforce AppExchange®. You must subscribe to
that service to take advantage of this integration.
Note: The integration with SpringCM has not yet been implemented for Conga Workflow or
Conga Conductor.
Note: As part of the SpringCM configuration, we recommend you enable “allow duplicate file
name” and “allow duplicate folder names” in the SpringCM Administration website.
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
SpringCM Parameters
PARAMETER
DESCRIPTION
&SCMVisble=[0 or 1]
Makes the SpringCM button visible on the Conga Composer dialog box


If set to 0, the SpringCM button is not visible (default)
If set to 1, the SpringCM button is visible
&DS7=8
Background Mode is enabled and the merged document is saved in a
SpringCM folder, as defined by the SpringCM configuration rules
&LGAttachOption=3
Attaches a copy of the merged document to a SpringCM folder, as
defined by the SpringCM configuration rules
Requires:
LG4=1
Frequently used in conjunction with the &LG3=2 parameter. Also
works with the &LGAttachmentParentId parameter.
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Preparing to use Conga in a Sandbox
You can configure your instance of Salesforce so that if you later generate a Sandbox from the
production instance, Conga will automatically transfer your license information to the Sandbox.
Here’s how:
1. Ensure that you’ve installed the latest version of the Conga managed package from the
AppExchange
2. In your Production instance, copy your Salesforce Organization Id to the clipboard.
Setup | Company Profile | Company Information.
3. Click Setup | Develop |
Custom Settings
4. Click Manage for Conga
Composer
5. If necessary, click New to
create a new record,
otherwise Edit
6. For the Name field, enter
Conga Settings
7. For the Production Org Id field, paste the Organization Id you copied in Step 2.
8. Save the record
With this established, when a new Sandbox is generated, it will carry with it the Id of your
Production instance.
Finally, the first time you click a Conga button from within the Sandbox, Conga will “see” that the
Sandbox is linked to another instance and automatically transfer account subscription dates and
template manager settings. User permissions are not transferred; Conga user restrictions are
not enforced in Sandbox instances.
Printing Labels using a Label Printer
You can print to many popular label printers including the Brother QL-500 and Dymo LabelWriter
400 single-label printers.
Most major label printer manufacturers include printer drivers in their solutions and work well
with Microsoft Word. Following their guidance, you can quickly create a Word template to
accommodate your label printer. Using Conga Composer or Conga Mail Merge, you can
merge to that template and print from within Word.
Page 19

Conga Composer Installation and Administration

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