Aurea CRM web

The settings.xml file is located in the ..\system\settings\ folder of your Aurea CRM web installation.

Note: You need to reset the IIS after modifying the settings.xml.

Use CRM.cryptographic tool to encrypt (part of) the settings.xml file, e.g. to encrypt the connection string, see CRM.cryptographic tool in the CRM.core Administrator Guide.

The settings.xml file may contain the following entries:

designerDsn

<!ENTITY designerDsn "Provider=SQLOLEDB;Data Source=<db-servername>;Initial
Catalog=<databasename>;UID=<username>; PWD=<password>">

The connection string to the CRM.designer database. Automatically entered during setup.

<update.lib> section

<Logging>

<Logging>
   ...
   <Writer name="fileLogWriter"
      type="update.Lib.Logging.Writers.FileLogWriter,update.Lib"
      filePath="&dataPath;\log\&logFile;"
   />
   ...
</Logging>

Configures the logging of Aurea CRM web. For details, see Server Log.

<update.crm> section

<MailServer>[enter the name of your mail server here]</MailServer>

Specify the mail server used for Aurea CRM web' Send as E-Mail function, see Mail Server and E-Mail Authentication.

<SupportEmailAddress>support@mycompany.com</SupportEmailAddress>

Add this element to provide an e-mail address where users can request support. This address is displayed on the login screen if a login attempt fails, and on the System Information page.

The help text displayed on the login screen after a failed login attempt is text no. 13 from text group login_text. If <SupportEmailAddress> is not defined, no help text is displayed.

<update.crm.base> section

<DefaultLanguage>eng</DefaultLanguage>

Determines Aurea CRM web's default language (default = eng). Use the three-character language codes, see Language IDs in the CRM.core Administrator Guide.

<CoreSystemFolder>[path]</CoreSystemFolder>

Add this element if you run multiple customer instances on one Aurea CRM web installation (SaaS environment). Use <CoreSystemFolder> to specify the path to the customer's ..\system\sys directory. You can specify an absolute path or a path relative to the application's base directory. The path may contain environment variables.

<update.crm.core> section

<update.crm.core type="update.Crm.Core.&Vertical;.Application,update.Crm.Core.&Vertical;">

Determines the path to the update.Crm.Core .[ Vertical].dll

<DisableCoreApplicationLogging />

By default core log messages of Aurea CRM web are written to the log file of Aurea CRM web (web.log). Uncomment this entry to disable this behavior.

<CatalogSortType>

<CatalogSortType>ByCode</CatalogSortType>
<!-- or
<CatalogSortType>ByText</CatalogSortType>
-->

Determines the default sort order for values of variable catalogs in Aurea CRM web. If undefined, ByText (i.e. alphabetical sort order) is used as default.

In addition, variable catalogs can be sorted "manually" using the Aurea CRM win Maintenance module (see Editing Variable Catalogs in the CRM.core Administrator Guide). This sort order overrules the default sort order.

<update.web> section

<MailMergeDownloadPath>&dataPath;\download\mailmerge</MailMergeDownloadPath>

The path used to store template documents for mail merge letters enabling clients to download them.

<DocumentCacheDurationInSeconds>10</DocumentCacheDurationInSeconds>

The time (in seconds) browsers are allowed to cache downloaded documents.

Note: Setting <DocumentCacheDurationInSeconds/> to a value <= 0 disables the cache. This has a serious impact on performance and might also facilitate a DoS (Denials of Service) attack. Disabling the cache is therefore not recommended for productive environments.

<CanChangeRoles>true</CanChangeRoles>

If set to true, users can select login roles when logging on toAurea CRM web.

Default: false.

<CanChangePhoneProfile>true</CanChangePhoneProfile>

If set to true, users can select phone profiles when logging on toAurea CRM web. Default: false.

<CanChangeLanguage>true</CanChangeLanguage>

If set to true, users can select languages after login.

Default: false.

This only applies when using the URL parameter language=*, see URL Parameters in the Aurea CRM web Administrator Guide.

<NavigationSecurity />

Add this element to define a Black/White list for external web pages accessed by Aurea CRM web, see Black/White List for External Pages.

<TerminateOnApplicationEnd />

Add this element to define exit reasons for for ending (and restarting) the IIS worker process, see Process End on Application_End.

<update.configuration> section

<XMLFilePath>

<XMLFilePath>C:\temp\xml</XMLFilePath>

Add this entry to specify the default path for XML up-/downloads.