CRM.designer Maintenance

Learn about CRM.designer maintenance in this topic.

If the data model, catalogs or CRM processes and roles are edited in the CRM database, these changes need to be applied to the CRM.designer database in order to apply them to Aurea CRM web. Use CRM.bulkloader for this purpose. Catalogs, the data model and CRM processes and roles can also be updated in Aurea CRM web without using CRM.bulkloader if you have the necessary access rights.

For more information, see CRM.bulkloader in the Aurea CRM web Administrator Guide.

The manual can be downloaded from Aurea’s support area (https://support.aurea.com).

If you cannot access the support area, contact your Aurea representative.

Updating Catalogs in CRM.designer

If changes have been made to catalog values, changes are applied to the catalogs in the CRM.designer database by either comparing either the catalog value’s code (index) or the catalog value in the catalog base language and its tenant number. If no matching catalog value is found in the CRM.designer database, a new value is added. If a matching entry is found, the catalog values in the other languages are updated.

To update catalogs in the CRM.designer database:

  1. Select Settings () > Maintenance > CRM.designer Maintenance and switch to the Catalogs tab.
  2. Choose whether to display variable or fixed catalogs.
  3. Enable the check box next to the catalogs you want to update.
  4. Click on Show all catalogs (including catalogs with no data in the CRM.designer database) to display all catalogs in the Aurea CRM database, including catalogs that have not been transferred to the CRM.designer database.
    Note: This options increases the time taken for Aurea CRM web to start; Aurea therefore recommends not enabling this option.
  5. Enable Synchronize catalogs by code to match up catalog entries using the catalog code (the index of each entry in the catalog) instead of the text in the catalog base language and the tenant number.
    Note: Aurea does not recommend using this option.
  6. Click on Update Selected Catalogs.

Data Model Administration

You can update the information stored on the Aurea CRM data model in CRM.designer. Names of elements in your data model are stored in CRM.designer in the language you are currently logged in with.

To update the data model:

  1. Select Settings () > Maintenance > CRM.designer Maintenance and switch to the Data Model tab.
  2. Enable the Only fill temporary tables; do not update the CRM.designer database option if you want to verify the changes before updating the database.
  3. Click on Update the Data Model in CRM.designer to update the data model.

CRM Processes & Roles

You can update the information stored on CRM processes and roles in the CRM.designer database.

To update this data:

  1. Select Settings () > Maintenance > CRM.designer Maintenance and switch to the Processes & Roles tab.
  2. Select CRM Processes and/or Roles to determine what to update.
  3. Enable the Only fill temporary tables; do not update the CRM.designer database option if you want to verify the changes before updating the database.
  4. Click on Update CRM Processes & Roles to update the CRM.designer database.