Prerequisites for Creating Ajera CRM Merge Templates with Adobe InDesign

Before you can use Adobe InDesign to create Ajera CRM merge templates and generate merged documents, you must complete certain prerequisites.

Prerequisites include the following:

• You must have InDesign installed on your workstation.
  • InDesign versions CS5.5 (7.5) and later are supported for Ajera CRM.
  • The Creative Cloud version of InDesign is supported.
  • If you use InDesign CS6, you must install it on the same drive as your Windows Users directory on your workstation. If they are not located in the same directory, you cannot create or edit Ajera CRM InDesign templates. You will receive a message that InDesign has never been run as an administrator, and InDesign will not open. This issue does not occur with InDesign CS5.5.
  • InDesign must be included in the Windows registry on your workstation for InDesign to work with Ajera CRM. If you have Windows 7, InDesign may not generate the registry entry automatically when you launch InDesign for the first time. See the Ajera CRM "Create the Adobe InDesign Registry Entry" help topic for instructions.
• A system administrator must enable Microsoft SQL Server FILESTREAM. InDesign merge templates are uploaded and saved to Ajera CRM using FILESTREAM technology.

  See the Deltek Ajera CRM Advanced Technical Installation Guide for instructions.