Installing the Database

Follow the instructions on this topic to install the CRM.Designer database for the first time.

If you do not have a CRM.Designer database yet, and is making a fresh install, this is the supported way to create a designer database:

  1. Create the database and upload the root configuration UPDATE_DEFAULT using CRM.bulkloader. For further details, see CRM.bulkloader.
  2. Import the data model from the Aurea CRM database.
  3. Upload the sub-configurations using CRM.bulkloader.
Note: If you already have a CRM.Designer database, you should always update the data model information of CRM.Designer before you upload sub-configurations.

For information on how to install or upgrade the CRM.Designer database, the default configuration, and CRM.Designer, see the  Setting Up the CRM.Designer Database in the Aurea CRM Web Installation Guide.