Step 3: Importing the Package

The package exported in Step 2 then needs to be imported on the target machine.

CRM.cockpit needs to be installed on the target system, and packages can only be imported on the station designated as the main office (in the Stations info area). Ensure that the database on the target machine is empty. The SU and WWW users need also to be present in the database on the target machine.

1. Copy the .zip file exported in Step 2 to the target machine.
2. Start CRM.cockpit on the target machine and log in as SU.
   Note: Only the SU can import a package.
3. Because the database on the target system does not contain a package (template format), you are asked if you wish to import an existing .zip file or create a new package. Choose to import a .zip file.
4. Select the .zip file you exported in Step 2 and click on Open.
5. Confirm that you wish to import the package. A dialog box is displayed.

   You can determine which of the items included in the package are imported. You can choose whether to import core items (Aurea.CRM win items, such as formats, info areas etc.), designer units (for designer databases) and the attached files.

6. Choose to import all types of items in the package and enable the Update CRM.designer option to update the data model and catalogs in the CRM.designer database.
7. You is then prompted to determine the directory used by the placeholder in the path of the .xml file. Click on ... in the Select Destination Folder column and select the root directory of your Aurea.CRM win installation on the target machine.

   

8. Click on Next. A summary of your settings is displayed.
9. Verify your settings, and click on Start writing to Database.

   The package is imported into the database.

10. Once the package has been imported, the Process page is displayed. Verify that you have imported the correct processes and data.