Configuring the Service

Learn how to configure the service.

update.server.exe is located in the ..\bin directory of the Aurea CRM web installation.

All required settings are configured in the settings.server.xml file located in the .. \system\settings directory of the Aurea CRM web installation. The CRM.server user must be specified in the users.xml file (located at web\system\settings as well).

CRM.server uses the connection to the Aurea CRM database as defined in the mmdb.ini file (located at web\system\sys). CRM.server does not require a connection to the CRM.designer database.

To configure the service:

  1. Ensure that the following files and directories are present on the server:
    • The web\bin directory (containing update.server.exe and all required DLLs)
    • The web\system\settings directory (containing the settings.server.xml and users.xml files)
  2. Create a Aurea CRM user (rep and login record) solely for use by CRM.server. This user requires access rights for all info areas required to execute tasks.
  3. Specify configuration settings in the settings.server.xml file, see settings.server.xml.
  4. Enter the CRM.server user in the users.xml file:
    • <User type="Server">
    • <Name>CRMSRV1</Name>
    • <Password></Password>
    • </User>
    Note: You can set up several instances of CRM.server for the same user or for different users, see Running Multiple Instances of CRM.server.Aurea recommends using multiple users if CRM.server accesses the same database from different computers.
  5. To send mailings via CRM.server (required when carrying out marketing activities via e-mail):
    1. Configure SMTP (in the Configuration info area) as the e-mail client on the station that CRM.server runs on, see General Settings (E-mail Client option).
    2. Specify valid SMTP connection settings for the CRM.server user, see SMTP Connection Settings.
  6. Register the service via the command prompt:

    update.server.exe --install [-n <servicename>]

  7. Start the service:

    update.server.exe --start [-n <servicename>]

    For a complete list of available parameters, see update.server.exe Parameters.

  8. To use CRM.server with Aurea CRM web you need to specify the CRM.server user's Rep ID in the UpdateServer.RepID Web Configuration parameter, see UpdateServer.RepID in the Aurea CRM web Administrator Guide.