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.
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.
*.
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.
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:
- On the server navigate to Aurea CRM web's System Information page (Settings > System Information).
- Enter the name of a User who has the desired configuration assigned.
- Click Display User Data. The selected user's configuration
hierarchy is displayed.
- Click on a link to download a configuration. The configuration is downloaded as a *.gz file.
- 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.