Aurea CRM Data Model Upgrade Implications on Synchronized Catalogs

Learn about the data model upgrade implications on Synchronized Catalogs.

CRM.Designer's catalog synchronization feature is affected by a data model upgrade if a catalog was completely deleted from the data model (i.e. if no fields are referencing the catalog anymore). Synchronization feature to store catalogs and values in the CRM.Designer database to provide a safe reference to catalog values. For further details, see Catalog Value Synchronization.

In this case, a catalog is deleted from table PORTAL_CATALOG, and all values of this catalog are also removed from PORTAL_CATALOG_VALUES. In addition, all references of catalog values are removed from the database.

Note: This has the side effect that instead of the synchronized catalog values, the text values is used in queries and filter of Aurea CRM.Web, leading to unpredictable and wrong results! Thus when deleting a catalog, you should always make sure to manually correct those filters and queries that made use of it!

The deletion of all catalog values for catalogs that are not referenced anymore means that all references to values of this catalog in the CRM.Designer are permanently destroyed.

Synchronized catalog values are offered for the following features within CRM.Designer:

  • Filter values in Queries and Filters (table PORTAL_QUERY_FILTERVALUES)
  • Web Configuration Values based on catalogs (table PORTAL_WEBCONFIG_VALUE)
  • Analysis Categories (table PORTAL_STAT_CATEGORY_CRIT)
  • Alternate Expand Configurations (table PORTAL_TABLECONFIG_COND)

The catalog synchronization feature writes all values of a catalog to the CRM.Designer database (if they are not already there). After synchronizing a catalog, the CRM.Designer contains

  1. all values that are currently stored in the catalog, and
  2. all values that are not stored in the catalog anymore but where known to the CRM.Designer prior to the synchronization.

Please note that catalog values which were modified with the Aurea CRM catalog maintenance (in Aurea CRM win Maintenance module) is inserted as new values into the CRM.Designer database, and the old values is not removed!

Catalogs in the CRM.Designer database are maintained on the Catalogs page of CRM.Designer. For further details, see CRM.Designer Catalog Maintenance.