Setting Up Offline Clients

System Requirements

You can find all system requirements (hardware, software, disk space, access rights, supported browsers etc.) at https://support.aurea.com (web offline section).

Setup Types

The setup can be executed in the following variations:

• silent setup with on-screen progress information, see Setup with Progress Information.
• silent setup without any on-screen information except error messages, see Setup without Progress Information.

Setup with Progress Information

The user starts the setup by double-clicking setup.exe.

If setup is started on an unsupported operation system (see System Requirements), a message is displayed and the error is written to the OfflineSetup.log file.

Installing 3rd-Party Products

Setup checks if the necessary 3rd-party products are installed on the client.

Setup checks for/installs the following 3rd-party products:

• .NET Framework 4.5
• SMO 2012
• MSI 4.5
• MSXML 6.0
• SQL Server 2014 LocalDB
• Web Server IIS Express 8.0
• SQL Server Native Client 11.0

If the installation of a 3rd-party product fails, a message is displayed and the error is written to the OfflineSetup.log file.

Copying Files and Creating the Local Database

After verifying/installing all required 3rd-part products, setup starts the file copy process.

The setup screen displays a progress indicator and information on the currently executed action.

The directory structure is created according to the value of InstallDir in the SilentClient.ini file.

The following defaults are used:

c:\Program Files\ update.CRM \Aurea CRM web offline BTB\mm

c:\Program Files\ update.CRM \Aurea CRM web offline BTB\web

update.launcher.exe and update.launcher.exe.config are copied to Aurea CRM web offline's root directory. The language files for CRM.launcher are copied to the .. \Resources\Texts folder.

Offline.xml, settings.xml and users.xml are updated in/copied to .. \web\system\settings.

Setup creates the Aurea CRM database and tables and enters the connection string in the mmdb.ini file according to the settings in the SilentClient.ini file ([DATABASE] section).

Setup Complete

Once the installation of Aurea CRM web offline is completed, a folder Aurea CRM web offline is added to the Start Menu. It contains CRM.launcher.

Users can choose to start CRM.launcher upon exiting the setup.

Setup without Progress Information

Run the setup.exe program from the command line shell with the parameter -silent, setup is executed without any on-screen information (except error messages).

The setup is executed as described under Setup with Progress Information.

For more command line options see Command line installation options.

Executing Setup in the User Context

If you want your users to execute the setup on their own, you need to complete the following preparative steps (on each client machine and in the SilentClient.ini file respectively):

1. Make sure all 3rd-party products are installed.
2. Create a destination folder to which the user has full access.
3. Both Aurea CRM web offline and the database must be installed to this folder (InstallDir and DatabasePath in the SilentClient.ini file).

   Installing to the default folder of Windows (e.g. c:\Program Files) is not supported.

4. Make sure LogPath points to a location where the user has write access.
5. Add the following option to the [Installation] section in the SilentClient.ini file:

   UserInstallMode ="Y"