Introduction
This manual is intended for administrators of Aurea CRM products.
It describes administrative tasks, tools and functions relevant for all Aurea CRM products.
The "core" of Aurea CRM consists in a set of DLLs that are used by all Aurea CRM products. Core features and functionalities cover administrative settings and configurations applicable for all products, e.g. access rights definition, triggers, texts in the data model as well as modifications and extensions to the data model. In addition, business logic functionality (e.g. price calculations in offer management) is also provided by the core and therefore the same for all products using the core components.
This manual covers the following:
- Setting up stations, adding users and defining access rights, see Rights Module.
- Maintaining the Aurea CRM data model and data stored within Aurea CRM, see Maintenance Module.
- Configuration settings, see Configuration.
- CRM.server, see CRM.server.
- CRM.translation tool used to manage the translation of customized texts, see CRM.translation tool.
- database structure, command line parameters, number ranges etc., see Appendix.
- functions supporting the development of Industry Solutions, see Industry Solution Configuration.
- migration of data and formats of an existing customer solution into another Aurea CRM environment, see Migrating Data.
Additional information is provided in the following manuals:
- For details on installing Aurea CRM products, refer to the respective Technical & Installation Guide.
- For information on the administration of specific Aurea CRM products, refer to the respective Administrator Guide.
- For information on the Aurea CRM win user interface and basic functions (conditions, formats etc.), refer to the Aurea CRM win User Manual.
- For information on the Aurea CRM Business Logic, refer to the Business Logic Manual for your vertical.
- For details on the meaning and functionality of individual database fields, refer to the field help, see Field Help.
Information on the structure of the Aurea CRM database (tables, fields, indices etc.) can be found in the Data Model, see Data Model. You can also output the database structure as text or XML files, see mmba.exe Parameters.
All available documentation can be found on the Aurea CRM support page at https://support.aurea.com.
If not mentioned otherwise, all examples in this manual apply to the BTB vertical.