CRM.designer Configurations for Offline Clients

Learn about CRM.designer configurations for offline clients.

In offline mode, the CRM.designer configuration is loaded from a local set of gzipped XML files (*. gz) located in the folder .. \data\offline\configuration (default) of the Aurea CRM web offline installation.

The location is configurable via the < XMLStoragePath > tag in the settings.xml file, see settings.xml.

Note: All XML files are read-only. Therefore users cannot change their CRM.designer configurations while in offline mode, see Aurea CRM web offline Functionality.

For each configuration contained in the user's configuration hierarchy there is one *. gz file.

For the offline client to work, at least the file containing the UPDATE_DEFAULT configuration (Config_0.gz or Config_0.xml) must be available.

The default configurations UPDATE_DEFAULT (Config_0.gz) and UPDATE_DEFAULT Offline (Config_6.gz) are automatically deployed by the Aurea CRM web offline setup.

The client-specific configurations are automatically downloaded from the server and copied to < XMLStoragePath > when initializing the offline client. For further details, see Initializing Offline Clients.

Note: Aurea recommends creating and deploying parent configurations used by all clients as global patches. For further details, see Manually Providing Configurations for Offline Clients. Otherwise these *. gz files would be created multiple times on the server, thus occupying a lot of disk space.

Each time a user synchronizes his offline client, his CRM.designer configurations are automatically updated. For further details, see Synchronization.

Use the Web Configuration parameters Offline.IncludeRootConfigurationInSync, Offline.RootConfigurationToSync and Offline.ShipDataModel to determine which CRM.designer configurations are actually transferred to the offline clients during initialization/synchronization, see Web Configuration Parameters.

Note: Aurea CRM web offline does not check whether the downloaded configuration files have the same version number as the offline client. Therefore, make sure you do not transfer configurations from/to an outdated CRM.designer database.
Note: If you added a language on the server, you need to redistribute the new UPDATE_DEFAULT configuration (Config_0.gz) to the offline clients.

Manually Providing Configurations for Offline Clients

To manually create configuration files (*. gz), e.g. a custom parent configuration:

  1. On the server navigate to Aurea CRM web's System Information page (Settings > System Information).
  2. Enter the name of a User who has the desired configuration assigned.
  3. Click Display User Data. The selected user's configuration hierarchy is displayed.


  4. Click on a link to download a configuration. The configuration is downloaded as a *.gz file.
  5. Copy the file to < GlobalPatchDirectory >, see Folder and File Preparation.

    The configuration is downloaded from the server and copied to < XMLStoragePath > when initializing the offline client, see Initializing Offline Clients.