Preparations on the Aurea CRM Server

This topic explains the prerequisits for set up and installation.

You need to complete the following preparation steps on the Aurea CRM web server before you can set up offline clients:

  • A server installation of Aurea CRM web and Aurea CRM win must be available. For details, refer to the respective installation guides.
    Note: Aurea recommends that all necessary customizations for Aurea CRM web are implemented before setting up offline clients. For details, refer to the Aurea CRM web Administrator Guide.
  • Create the required users, logins, default values and communications formats in the Aurea CRM database, see Preparations in the Aurea CRM database.
  • Make sure the required CRM.designer configurations are available and up-to-date, see CRM.designer Configurations for Offline Clients.
  • Specify Web Configuration parameters for Aurea CRM web offline, see Web Configuration Parameters.
  • Specify all required (server-side) settings in the Offline.xml, see Offline.xml. The settings for the client are created by the setup.
  • Prepare the SilentClient.ini file, see SilentClient.ini.
  • Create the required directory structure and copy all necessary files to their location, see Folder and File Preparation.