Providing the Enterprise Serial Key to CRM.Designer

Provide the Enterprise Serial Key when upgrading to an Enterprise License to enable the extra features available.

Use CRM.Designer maintenance setup to facilitate this process. Perform the following steps to provide the enterprise serial key :

1. Upgrade the Aurea CRM to the latest version.
   Note: Enterprise features are supported from CRM version 9.1.0 onwards.
2. Replace the serial number that is saved in the CRM.Win installation directory in …\system\sys\Serialnumber.txt file.
3. Initiate CRM.Designer to the new enterprise serial key using one of these methods: CRM.Designer maintenance setup or Update the settings.xml file for the CRM.Designer described below:
   • CRM.Designer maintenance setup
     1. Double click and open the CRM.Designer program. The CRM.Designer Installshield Wizard displays.

        

     2. Click Next. The Serial Number page displays.

        

     3. Enter the Enterprise Serial Number and click Next to continue with the maintenance setup.

   • Update the settings.xml file for the CRM.Designer

     1. Edit the settings.xml file located in the runtime\designer\settings folder.
     2. Enter the <serial> sub-element of the <update.configuration> element. It should look as shown below.

        <update.configuration>
        <OleDbDsn>&designerDsn;</OleDbDsn>
        <VersionCheckOff>true</VersionCheckOff>
        <Serial>XXXX-XXXX-XXXX-XXXX-XXXX-XXXX-XXXX-XXXX</Serial>
        </update.configuration> 

4. Confirm the serial key change by performing the following steps:
   1. Run mmcfg.exe located in the \system\exe directory. Confirm the message stating that the license rights have changed with ‘Yes’.
   2. The window should display the new serial key and the License Type field should show Enterprise. See the screenshot below:

      

5. Restart the CRM server application pool.
6. Login to the CRM.Web. The start page of the web now shows the mark [Enterprise].