• Open Administration Utility (Start > OnContact > Utilities > Administration).
• Go to User Administration: System Codes > User > User.
• Click on button < + > to add a new user.
• New user should have the following settings:

• Note: If the user is created with a blank password you must go to the Login tab and re-enter the username and password and then click the save button.

• Enable Integrate Login, to avoid entering username and password each time:
  • Go and edit the file C:\Program Files\Oncontact Software\bin\oncontact.cfg to include the following:

    <Oncontact>
    ...
      <environment>
        <application_authentication>OS</application_authentication>
        <login_dialog_user>kmclarnon</login_dialog_user>
      </environment>
    </Oncontact>

  • If an OnContact login prompt is required instead, include the following:

    <Oncontact>
    ...
      <environment>
        <application_authentication>oncontact</application_authentication>
        <login_dialog_user>kmclarnon</login_dialog_user>
      </environment>
    </Oncontact>

• Test OnContact.
  • Open OnContact, and perform query.
  • Open Outlook, and verify it connects.

If there are too many users defined in the OnContact users database (i.e. more than 30 users), then the following message shows up when connecting to OnContact:

The number of users defined to the application exceeds what is allowed by the 
software license. Please contact your administrator.

To fix this, connect to the SQL database (using SQL Administration), and perform the following queries:

To view all users:

SELECT *
FROM dbo.onca_user

To deactivate the offending user (eg 'missy'):

UPDATE dbo.onca_user
SET active='N'
WHERE dbo.onca_user.user_code = 'missy'

To fix a password:

UPDATE dbo.onca_user
SET dbo.onca_user.password_value = 'ZxL4Pwi7iNi5RpIYFPH9VxyU3fs='
WHERE dbo.onca_user.user_code = 'missy'

• Connect with Remote Desktop to ONCONTACT server using administrator credentials.
• Create same user in MSSQL OnContact database.
  • Open MS SQL Management Studio (Start > All Programs > Microsoft SQL Server 2005 > SQL Management Studio).
  • Connect to CRMSERVER\ONCONTACT database.
  • In the Object Explorer, open OnContact > Security > Users, and right-click to Add User.
  • Enter username and login name: DOMAINNAME\username
  • Enter default database schema: dbo

• In the Object Explorer, open Security > Logins, and right-click to Add Login.