CRM Web Installation Guide

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Setup and Installation
Manual Adjustments

Manual Adjustments

Learn about the manual adjustments.

Below are some of the manual adjustment for Aurea CRM Web installations:

Creating a Database Connection for Oracle
To use Aurea CRM web with an Oracle database, the Oracle Client and the Oracle Data Provider for .NET must be installed in the same Oracle Home on your web server.
Copy ..\system\sys
Learn to use Copy ..\system\sys for manual adjustments.
Setting Up the CRM.designer Database
Learn to Setup the CRM.designer Database.
Setting Up Directory Security
The Aurea CRM web setup process sets the appropriate file permissions for the ASP.NET process identity, thus this section is for trouble shooting purposes only.
Settings for Letters (Mail Merge)
Learn to create mail merge.
Creating the Special Users for Aurea CRM web
Learn to create special user for Aurea CRM web
Linking Reps (Users) to Persons
Learn to link users to person (KP) records in the Aurea CRM database.
Mail Server and E-Mail Authentication
Leanrn to configure SMTP connection on Aurea CRM web.
Sort Order for Variable Catalogs
Learn about variable catalog sorting.

Setup and Installation

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