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CRM.interface Administrator Guide
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Introduction
Architecture Overview & Brief Description
CRM.interface – Some Technical Details
What's new
Main differences between CRM.interface and update.seven interface
Installation
Setup Wizard
Post installation steps
Configuration of CRM.interface
Logging
Integration Hub
CRM.interface Integration Server
CRM.interface integration client
XML Syntax Reference
Commands
Common Elements
Attributes
Miscellaneous topics
Other Functions and features
How to remove namespaces
Field output formats
FieldTypes and Categories
Error codes
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XML Syntax Reference
Miscellaneous topics
Miscellaneous topics
This topic has some useful miscellaneous information.
Shadow User
CRM.interface uses a technical user – by default the WWW user – to access Aurea CRM if no login context is provided.
Authentication
Authentication can be done in two ways: via user and password (in clear text) or via an encrypted token.
Impersonation
The user that has been granted impersonation rights has the same rights as the one whom it is impersonating.
Referencing a list of fields
Learn how to reference a list of fields.
Formatting Date and Time Values
Comprehensive date and time formatting are supported in CRM.interface.
Matchup
A record matchup occurs when processing <import> or <matchup> commands.
Working with "Threads"
For performance reasons, processing of bulk data can be split among a maximum of 16 worker threads.
Working with transactions
With a transaction you can ensure that either all database modifications of a command are executed or rolled back in case of an error (so that the command has no database modifying affect whatsoever).
Message Processing
The mp (Message Processing) execution engine provides access to the current request and response (up to the previous command) using standard XPath queries in a pseudo document with top-level element <root>, henceforth called the mp document.
List of flags that control processing
Learn about the list of flags that control processing.
Returning record data
When data is imported, it is sometimes desirable not to return the status (insert, update, match) but the record itself. This can be done manually with a
<query>
following the
<import>
or using the "readback" feature.
Document encryption
Learn about document encryption.
Recommended settings
You need to perform the settings recommended in this topic.
Cursor Flags
Here you can learn about the cursor flags.
mmFlags XML Schema data type
The mmFlags data type represents a 32-bit unsigned integer used to store up to 32 Boolean flags.
XML Syntax Reference
Commands
Common Elements
Attributes
Miscellaneous topics
Shadow User
Authentication
Impersonation
Referencing a list of fields
Formatting Date and Time Values
Matchup
Working with "Threads"
Working with transactions
Message Processing
List of flags that control processing
Returning record data
Document encryption
Recommended settings
Cursor Flags
mmFlags XML Schema data type