Installation - Revision history

CrmtogetherPortal at 08:38, 17 September 2024

2024-09-17T08:38:24Z

← Older revision		Revision as of 09:38, 17 September 2024
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	~~Aug 2022 - optional config~~		Create a database named "Hangfire".

	~~Create a database named "Hangfire"~~.		Configure the hangfire connection string in the web.config file.

	We use hangfire to send emails in parts of the system in an async manner.		We use hangfire to send emails in parts of the system in an async manner.

2022-07-28T10:25:00Z

← Older revision		Revision as of 11:25, 28 July 2022
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	----		----

			Aug 2022 - optional config

	Create a database named "Hangfire".		Create a database named "Hangfire".

	We use hangfire to send emails in parts of the system in an async manner.		We use hangfire to send emails in parts of the system in an async manner.

			For details see

	https://docs.hangfire.io/en/latest/configuration/using-sql-server.html		https://docs.hangfire.io/en/latest/configuration/using-sql-server.html

2022-07-28T10:11:29Z

← Older revision		Revision as of 11:11, 28 July 2022
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	otherwise you may see "Response buffer limit exceeded" when using cases with images		otherwise you may see "Response buffer limit exceeded" when using cases with images

			----

			Create a database named "Hangfire".

			We use hangfire to send emails in parts of the system in an async manner.

			https://docs.hangfire.io/en/latest/configuration/using-sql-server.html

2022-06-17T12:55:45Z

← Older revision		Revision as of 13:55, 17 June 2022
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	WHERE Visi_VisitorId = @visiId		WHERE Visi_VisitorId = @visiId
	END		END


			----

			Configure these ASP settings

			[[File:asp_limitsconfig.png]]

			otherwise you may see "Response buffer limit exceeded" when using cases with images

2018-08-22T12:45:53Z

← Older revision		Revision as of 13:45, 22 August 2018
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			Security (1): Encrypt Password in cookie (Sept 2018 release)

	~~Security: Encrypt Password option~~		2 new options in web.config

	-This must be set before any users are registered. It cannot be enabled retroactively.		EnhancedSecurityPassword = encodes the password in the client cookie

			EnhancedSecurityPasswordPhrase = encodes based on this string - change this for more security - make sure you record this, if lost we cannot reset

			Settings Example

			<add key="EnhancedSecurityPassword" value="Y"/>
			<add key="EnhancedSecurityPasswordPhrase" value="default"/>


			----

			Security (2): Encrypt Password option

			-This must be set before any users are registered. It cannot be enabled retroactively. The password is hidden from the CRM user also in this scenario.

	The setting is in web.config		The setting is in web.config

2018-08-21T19:40:40Z

← Older revision		Revision as of 20:40, 21 August 2018
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	http://servername/customer365/CRM/Themes/img/ergonomic/Bullets/Required.gif		http://servername/customer365/CRM/Themes/img/ergonomic/Bullets/Required.gif


			----

			Security: Encrypt Password option

			-This must be set before any users are registered. It cannot be enabled retroactively.

			The setting is in web.config
			Default
			<add key = "EncryptPassword" value = "N"/>

			To enable

			<add key = "EncryptPassword" value = "Y"/>

			You then add a trigger on the self-service Visitor table: This is used make the email the username.

			Trigger on visitor table

			create trigger [dbo].[UpdateLogonId]
			on [dbo].[Visitor]
			after insert, update
			as
			begin
			set nocount on;
			declare @visiId int
			DECLARE @Email VARCHAR(50)
			select @visiId = INSERTED.Visi_VisitorId
			from inserted
			select @Email = INSERTED.Visi_EmailAddress
			from inserted
			update Visitor
			SET Visi_LogonId = @Email
			WHERE Visi_VisitorId = @visiId
			END

2018-04-27T09:39:03Z

← Older revision		Revision as of 10:39, 27 April 2018
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	<add key="PortalPath" value="http://crm.yourserver.com/CRM/custompages/WebsiteName/component/"/>		<add key="PortalPath" value="http://crm.yourserver.com/CRM/custompages/WebsiteName/component/"/>
	<add key="CRMPath" value="http://crm.yourserver.com/CRM/"/>		<add key="CRMPath" value="http://crm.yourserver.com/CRM/"/>


			----
			Add in "required" image
			Example path is

			http://servername/customer365/CRM/Themes/img/ergonomic/Bullets/Required.gif

2017-08-10T10:46:22Z

← Older revision		Revision as of 11:46, 10 August 2017
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	[[File:Comp_Install.png]]		[[File:Comp_Install.png]]

	~~After that open~~ Web.config located in:		The final step is to edit the Web.Config. Open Web.config located in:

	''...CRM/CRM_Name/CustomPages/WebsiteName/Web.Config		''...CRM/CRM_Name/CustomPages/WebsiteName/Web.Config

2017-08-10T10:08:12Z

← Older revision		Revision as of 11:08, 10 August 2017
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	''...CRM/CRM_Name/CustomPages/WebsiteName/Setup/Customer365.zip		''...CRM/CRM_Name/CustomPages/WebsiteName/Setup/Customer365.zip
	''		''

	Install the component, and select which Menus should appear in Portal. Click "Preview Install" to check for any errors and if no errors occur, click "Install Component".		Install the component, and select which Menus should appear in Portal. Click "Preview Install" to check for any errors and if no errors occur, click "Install Component".

2017-08-10T10:07:48Z

← Older revision		Revision as of 11:07, 10 August 2017
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	After installation is complete, proceed to Sage CRM, and go to Component Manager. Upload the component Customer365.zip which is located in:		After installation is complete, proceed to Sage CRM, and go to Component Manager. Upload the component Customer365.zip which is located in:

	...CRM/CRM_Name/CustomPages/WebsiteName/Setup/Customer365.zip		''...CRM/CRM_Name/CustomPages/WebsiteName/Setup/Customer365.zip
			''
	Install the component, and select which Menus should appear in Portal. Click "Preview Install" to check for any errors and if no errors occur, click "Install Component".		Install the component, and select which Menus should appear in Portal. Click "Preview Install" to check for any errors and if no errors occur, click "Install Component".

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	After that open Web.config located in:		After that open Web.config located in:

	...CRM/CRM_Name/CustomPages/WebsiteName/Web.Config		''...CRM/CRM_Name/CustomPages/WebsiteName/Web.Config
			''
	and edit the following keys to set up the WebSite:		and edit the following keys to set up the WebSite:

	<add key="PortalPath" value="http://crm.yourserver.com/CRM/custompages/WebsiteName/component/"/>		<add key="PortalPath" value="http://crm.yourserver.com/CRM/custompages/WebsiteName/component/"/>
	<add key="CRMPath" value="http://crm.yourserver.com/CRM/"/>		<add key="CRMPath" value="http://crm.yourserver.com/CRM/"/>