Setting Up the CRM.designer Database

Maintenance

Use the CRM.bulkloader maintenance mode to create or upgrade your CRM.designer database.

1. On the CRM.bulkloader main page select Maintenance.
2. Click Next.
   
   
   
3. Enter the connection settings to your CRM.designer database:
   • Server: Name of the server where the CRM.designer database is located. Enter "localhost" or "(local)" if you operate on a local database.
   • Database: Name of the CRM.designer database
   • User name/Password: Account of the database owner, i.e. user with "db_owner" rights for the CRM.designer database
   • DB Timeout: The database timeout in seconds.
4. Click Next.
   CRM.bulkloader analyses the database. Depending on the result, one of the following screens is displayed:

   • The database is not a valid CRM.designer database:
     
     
     
     1. Click Create Designer Database Structure. CRM.bulkloader executes the built-in SQL scripts to create the database:
        
        Once the database and database structure has been created, a message "The designer database has been created" is displayed.
     2. Click OK.
     3. Click Next to return to the CRM.bulkloader main page.
   • The database is a valid CRM.designer database but from a previous version:
     
     
     Note: It is strongly recommended to back up the CRM.designer database before upgrading it. Before upgrading the CRM.designer database you need to restart the web server (iisreset).

     Click Upgrade Designer Database Structure. CRM.bulkloader upgrades the database.

   • The database is up to date:
     
     
     1. Click OK to return to the CRM.bulkloader main page.
     2. Click Upgrade Stored Procedures to upgrade the stored procedures.

Uploading the Data Model

In order to use CRM.designer you need to upload the Aurea CRM data model into the CRM.designer database.

To upload the data model:

1. On the CRM.bulkloader main page select Upload data into the designer database.
2. Click Next.
3. Enter the connection settings to your CRM.designer database as described above.
4. Click Next.

   

5. Select Upload data model.
6. Specify the path to the XML Input folder. Example (default location for BTB):

   C:\Program Files\update.CRM\Aurea CRM web BTB\designer_Configuration\bb\datamodel

7. Click Upload. A confirmation message displayed the database connection and the items that is uploaded.

   

8. Click OK. The upload process is launched. A dialog box displays the progress of the upload.

   

9. When the upload is completed, a message is displayed. Click OK.
10. Click Finish.

Uploading UPDATE_DEFAULT

In order to use Aurea CRM web you need to upload Aurea CRM web's standard configuration UPDATE_DEFAULT into the CRM.designer database, see Configurations in the Aurea CRM web Administrator Guide.

To upload configuration data to the CRM.designer database:

1. On the CRM.bulkloader main page select Upload data into the designer database.
2. Click Next.
3. Enter the connection settings to your CRM.designer database as described above.
4. Click Next.

   

5. Select Upload configuration.
6. Specify the path to the XML Input folder. Example (default location for BTB):

   C:\Program Files\update.CRM\Aurea CRM web BTB\designer_Configuration\bb\UPDATE_DEFAULT

7. Click Upload.
8. The upload process is executed as described for the data model upload above.
   Note: If you try to upload a configuration to an invalid or outdated CRM.designer database, you are automatically redirected to maintenance mode, see Maintenance.

Aurea CRM Data Model, CRM Processes, Roles, Catalogs

To update the CRM.designer database with the current data model, CRM processes, roles and catalogs from the Aurea CRM database:

1. On the CRM.bulkloader main page select Data Model, CRM Processes, Roles and Catalogs.
2. Click Next.
   
   
   
3. Enter your Aurea CRM login data:
   • User name: Enter your Aurea CRM login name.
   • Password: Enter your password.
   • Single Sign-In: If checked, you are logged on with the credentials of your current Windows login. (Neither User name nor Password have to be entered.)
     Note: For CRM.bulkloader to work with single sign-on, change the configuration file ..\crm.services\web.config as follows: Change the value of the clientCredentialType attribute from None to Windows.
   • Language: The language for the info area and field names of the data model. If you select "Users default language", the language entered in the user's rep record is used. (If undefined, "ger" is used as fallback.)

     The data model is transferred to CRM.designer in the selected language. This setting does not apply to catalogs: Catalog values are transferred in the catalog base language.

     Note: If a maintenance user is defined, the login is performed with this user's credentials (and language), see Maintenance User.
   • CRM.designer Web Service URL: Enter the path to the Aurea CRM web web service. The web service is located at <web url>/crm.services/.
4. Click Login.
   
   
   
5. After successful authentication click Next.
   
   
   
6. Select the desired function:
   • Data Model
   • Processes and Roles
   • Catalogs

     For details on these functions, see CRM.bulkloader in the Aurea CRM web Administrator Guide.