Downloading Configuration Data from the CRM.Designer Database

Learn to download Configuration Data from the CRM.Designer Database.

You can download CRM.Designer configurations, packages (see Packages) or a complete CRM.Designer database ("database dump") from your CRM.Designer database as XML files.

To download configuration data from the CRM.Designer database:

  1. On the CRM.bulkloader main page select Download data from the designer database.
  2. Click Next.

  3. Enter the connection settings to your CRM.Designer database:
    • Server: Name of the server where the CRM.Designer database is located. Enter "localhost" or "(local)" if you operate on a local database.
    • Database: Name of the CRM.Designer database
    • User name/Password: Account of the database owner, i.e. user with "db_owner" rights for the CRM.Designer database.
    • Single Sign-In: If checked, you are connected using the credentials of your current Windows login. (The User name and Password fields are disabled.)
    • DB Timeout: The database timeout in seconds.
  4. Click Next.

  5. Enter the path to the Output folder (for the XML files containing the configuration) or browse to the desired location.
    Note: The output folder must already exist.
  6. Select the desired download function:
    • Download all (complete database dump): Creates a complete database dump, i.e. downloads the contents of a whole CRM.Designer database You can create database dumps for analysis or debugging purposes. You can also upload a database dump to another (empty) CRM.Designer database. For further details, see Database Dump.
    • Download data model: Downloads the Aurea CRM data model as currently present in your CRM.Designer database.
    • Download a vertical \ configuration (default): Downloads the selected Vertical and Configuration.

      If packages are defined in the selected vertical and configuration, the Package check box is checked and you can select a package to download. For further details, see Packages.

    Note: If you try to download a configuration from an invalid or outdated CRM.Designer database, you are automatically redirected to maintenance mode. For further details, see Maintenance.
  7. Click Next.

  8. Select the languages you want to include in the configuration (or package) download. The default selection reflects the Active flag on the Global Language Settings page. For further details, see Global Language Settings.
    Note: Download at least two languages, even if you need one. The additional language does not have a significant impact on the size of the XML files and the software. If the XML files contain only one language, on uploading CRM.bulkloader assumes that you are uploading a language pack. For further details, see Uploading and Downloading Texts.
  9. Click Download. The download process is launched. A dialog box displays the progress of the download.

  10. When the upload is completed, a message is displayed. Click OK.