Aurea CRM Data Model, CRM Processes, Roles, Catalogs

Note: It is strongly recommended to back up the CRM.designer database before updating it.

All information depending on formats (data model, rights etc.) in Aurea CRM win are only applied to Aurea CRM web after refreshing the formats (default: 30 min). To apply these changes immediately, you need to restart your application pool.

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.

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  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), >> 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.

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  5. After successful authentication click Next.

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  6. Select the desired function:
    • Data Model
    • Processes and Roles
    • Catalogs

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