Quick instructions

Overview of the general instructions on hotfixes installation.

To update your installation:

  1. Download the required hotfixes. For further details, see Downloading and installing hotfixes.
  2. Install the Aurea CRM win hotfix. For further details, see Installing an Aurea CRM win hotfix.
  3. Install the Aurea CRM web hotfix. Update the CRM.designer database, processes and roles, stored procedures and the default configuration. For further details, see Installing a hotfix for Aurea CRM web and CRM.designer.
  4. Install hotfixes for your other Aurea CRM applications.For further details, see Installing a hotfix for other applications.

Back-up of the Installation Directory

The content of the installation directory is copied to the \Users\All Users\updateCRMbackup\<Anwendung> folder by default.

You can define another directory where you want to back up the installation.

Upgrade_to_check directory

Existing configuration files are not automatically overwritten when a hotfix is installed. They are copied to the upgrade_to_check directory (a subdirectory of the application's root directory). This ensures that changes you made in your configuration files are not lost. Compare the files containing your customizations with the newly installed files (in the upgrade_to_check directory), re-apply the desired customizations and replace your files with the ones from the upgrade_to_check directory.

Some hotfixes also include additional configuration files. These files are also stored in the upgrade_to_check directory and you need to copy them to the settings directory of your Aurea CRM web installation.