Introduction

Learn to set up Aurea CRM Web in an offline environment.

This document provides all information necessary to set up and run Aurea CRM web in an offline environment. It describes the following:

• all necessary preparation steps on the server, see  Preparations on the Aurea CRM Server
• installation of Aurea CRM web offline on the clients, see Setting Up Offline Clients
• Administrative tasks when running Aurea CRM web offline, see Administration.

For additional information, see the article “web offline” at https://support.aurea.com.

Some of the steps described in this document require a detailed knowledge of administrative tasks in Aurea CRM (communication, CRM.designer etc.). Please refer to the respective documentation for information.

All available documentation can be found on the Aurea CRM support page at https://support.aurea.com.

All screenshots and examples in this manual apply to the BTB vertical.