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.

    media/image45.png

  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    Note: If you try to upload a configuration to an invalid or outdated CRM.designer database, you are automatically redirected to maintenance mode, see Maintenance.