Setup - Revision history

CrmtogetherPortal at 14:07, 20 November 2019

2019-11-20T14:07:28Z

← Older revision		Revision as of 15:07, 20 November 2019
Line 11:		Line 11:
	ALTER TABLE visitor		ALTER TABLE visitor
	ALTER COLUMN Visi_LogonId [nvarchar](255)		ALTER COLUMN Visi_LogonId [nvarchar](255)

			ALTER TABLE visitor
			ALTER COLUMN Visi_Password [nvarchar](60)

	If this SQL does not work (some servers dont seem to allow it) try the following		If this SQL does not work (some servers dont seem to allow it) try the following

CrmtogetherPortal at 08:18, 4 May 2017

2017-05-04T08:18:31Z

← Older revision		Revision as of 09:18, 4 May 2017
Line 1:		Line 1:
			The CRM system that the portal points to is controlled via the web.config settings

			<add key="PortalPath" value="http://yoursever/CRM/custompages/SageCRM/component/"/>
			<add key="CRMPath" value="http://yourserver/CRM"/>

			----

	The visitor table should be updated to cater for longer values than is has.		The visitor table should be updated to cater for longer values than is has.
	We do this using the following SQL.		We do this using the following SQL.

CrmtogetherPortal at 12:46, 3 May 2017

2017-05-03T12:46:03Z

← Older revision		Revision as of 13:46, 3 May 2017
Line 24:		Line 24:

	*To fix this change the CRM App pool to use .net40		*To fix this change the CRM App pool to use .net40


			----

			When upgrading you can bring the system offline by creating a file called

			app_offline.htm

			in the root folder of the website

CrmtogetherPortal at 09:26, 16 February 2017

2017-02-16T09:26:41Z

← Older revision		Revision as of 10:26, 16 February 2017
Line 14:		Line 14:

	SET IDENTITY_INSERT visitor_new on GO INSERT INTO visitor_new (		SET IDENTITY_INSERT visitor_new on GO INSERT INTO visitor_new (
	[Visi_VisitorId] , [Visi_VisitorKey] , [Visi_Password] , [Visi_PersonId], [Visi_CompanyId] , [Visi_IpAddress] , [Visi_Salutation] , [Visi_FirstName] , [Visi_LastName] , [Visi_MiddleName], [Visi_Suffix], [Visi_Gender] , [Visi_Title] , [Visi_TitleCode], [Visi_CompanyName], [Visi_PhoneCountryCode], [Visi_PhoneAreaCode] , [Visi_PhoneNumber], [Visi_FaxCountryCode] , [Visi_FaxAreaCode] , [Visi_FaxNumber] , [Visi_EmailAddress], [Visi_Address1] , [Visi_Address2], [Visi_Address3] , [Visi_Address4],		[Visi_VisitorId] , [Visi_VisitorKey] , [Visi_Password] , [Visi_PersonId], [Visi_CompanyId] , [Visi_IpAddress] , [Visi_Salutation] , [Visi_FirstName] , [Visi_LastName] , [Visi_MiddleName], [Visi_Suffix], [Visi_Gender] , [Visi_Title] , [Visi_TitleCode], [Visi_CompanyName], [Visi_PhoneCountryCode], [Visi_PhoneAreaCode] , [Visi_PhoneNumber], [Visi_FaxCountryCode] , [Visi_FaxAreaCode] , [Visi_FaxNumber] , [Visi_EmailAddress], [Visi_Address1] , [Visi_Address2], [Visi_Address3] , [Visi_Address4], [Visi_Address5] , [Visi_City] , [Visi_State] , [Visi_Country], [Visi_PostCode], [Visi_Language] , [Visi_CreatedDate], [Visi_UpdatedDate] , [visi_userid] ) SELECT [Visi_VisitorId] , [Visi_VisitorKey] , [Visi_LogonId], [Visi_Password] , Visi_PersonId], [Visi_CompanyId] , [Visi_IpAddress] , [Visi_Salutation] , [Visi_FirstName] , [Visi_LastName] , [Visi_MiddleName], [Visi_Suffix], [Visi_Gender] , [Visi_Title] , [Visi_TitleCode], [Visi_CompanyName], [Visi_PhoneCountryCode], [Visi_PhoneAreaCode] , [Visi_PhoneNumber], [Visi_FaxCountryCode] , [Visi_FaxAreaCode] , [Visi_FaxNumber] , [Visi_EmailAddress], [Visi_Address1] , Visi_Address2], [Visi_Address3] , [Visi_Address4], [Visi_Address5] , [Visi_City] , [Visi_State] , [Visi_Country], [Visi_PostCode], [Visi_Language] , [Visi_CreatedDate], [Visi_UpdatedDate] , [visi_userid] from visitor GO SET IDENTITY_INSERT isitor_new Off
	[Visi_Address5] , [Visi_City] , [Visi_State] , [Visi_Country], [Visi_PostCode], [Visi_Language] , [Visi_CreatedDate], [Visi_UpdatedDate] , [visi_userid] ) SELECT [Visi_VisitorId] , [Visi_VisitorKey] , [Visi_LogonId], [Visi_Password] , [Visi_PersonId], [Visi_CompanyId] , [Visi_IpAddress] , [Visi_Salutation] , [Visi_FirstName] , [Visi_LastName] , [Visi_MiddleName],
	[Visi_Suffix], [Visi_Gender] , [Visi_Title] , [Visi_TitleCode], [Visi_CompanyName], [Visi_PhoneCountryCode], [Visi_PhoneAreaCode] ,
	[Visi_PhoneNumber], [Visi_FaxCountryCode] , [Visi_FaxAreaCode] , [Visi_FaxNumber] , [Visi_EmailAddress], [Visi_Address1] , [Visi_Address2], [Visi_Address3] , [Visi_Address4], [Visi_Address5] , [Visi_City] , [Visi_State] , [Visi_Country], [Visi_PostCode], [Visi_Language] , [Visi_CreatedDate], [Visi_UpdatedDate] , [visi_userid] from visitor GO SET IDENTITY_INSERT isitor_new Off

	Rename the "visitor" table to "visitor_old" and then rename "vistor_new" to "visitor".		Rename the "visitor" table to "visitor_old" and then rename "vistor_new" to "visitor".

CrmtogetherPortal at 09:26, 16 February 2017

2017-02-16T09:26:01Z

← Older revision		Revision as of 10:26, 16 February 2017
Line 9:		Line 9:
	Create a new table based on the visitor table but with larger size columns		Create a new table based on the visitor table but with larger size columns

	CREATE TABLE [dbo].[visitor_new]( [Visi_VisitorId] [int] IDENTITY(1,1) NOT NULL, [Visi_VisitorKey] [nvarchar](50) NULL, [Visi_LogonId] [nvarchar](255) NULL, [Visi_Password] [nvarchar](12) NULL, [Visi_PersonId] [int] NULL, [Visi_CompanyId] [int] NULL, [Visi_IpAddress] [nvarchar](15) NULL,		CREATE TABLE [dbo].[visitor_new]( [Visi_VisitorId] [int] IDENTITY(1,1) NOT NULL, [Visi_VisitorKey] [nvarchar](50) NULL, [Visi_LogonId] [nvarchar](255) NULL, [Visi_Password] [nvarchar](12) NULL, [Visi_PersonId] [int] NULL, [Visi_CompanyId] [int] NULL, [Visi_IpAddress] [nvarchar](15) NULL, [Visi_Salutation] [nvarchar](10) NULL, [Visi_FirstName] [nvarchar](30) NULL, [Visi_LastName] [nvarchar](40) NULL, [Visi_MiddleName] [nvarchar](30) NULL, [Visi_Suffix] [nvarchar](20) NULL, [Visi_Gender] [nvarchar](6) NULL, [Visi_Title] [nvarchar](30) NULL, [Visi_TitleCode] [nvarchar](15) NULL, [Visi_CompanyName] [nvarchar](60) NULL, [Visi_PhoneCountryCode] [nvarchar](5) NULL, [Visi_PhoneAreaCode] [nvarchar](20) NULL, [Visi_PhoneNumber] nvarchar](200) NULL, [Visi_FaxCountryCode] [nvarchar](5) NULL, [Visi_FaxAreaCode] [nvarchar](20) NULL, [Visi_FaxNumber] [nvarchar](20) NULL, [Visi_EmailAddress] [nvarchar](200) NULL, [Visi_Address1] [nvarchar](40) NULL, [Visi_Address2] [nvarchar](40) NULL, [Visi_Address3] [nvarchar](40) NULL, [Visi_Address4] [nvarchar](40) NULL, [Visi_Address5] [nvarchar](40) NULL, [Visi_City] [nvarchar](30) NULL, [Visi_State] [nvarchar](30) NULL, [Visi_Country] [nvarchar](30) NULL, [Visi_PostCode] [nvarchar](10) NULL, [Visi_Language] [nvarchar](5) NULL, [Visi_CreatedDate] [datetime] NULL, [Visi_UpdatedDate] [datetime] NULL, [visi_userid] [int] NULL ) ON [PRIMARY]
	[Visi_Salutation] [nvarchar](10) NULL, [Visi_FirstName] [nvarchar](30) NULL, [Visi_LastName] [nvarchar](40) NULL,
	[Visi_MiddleName] [nvarchar](30) NULL, [Visi_Suffix] [nvarchar](20) NULL, [Visi_Gender] [nvarchar](6) NULL, [Visi_Title] [nvarchar](30) NULL, [Visi_TitleCode] [nvarchar](15) NULL, [Visi_CompanyName] [nvarchar](60) NULL, [Visi_PhoneCountryCode] [nvarchar](5) NULL, [Visi_PhoneAreaCode] [nvarchar](20) NULL, [Visi_PhoneNumber] [nvarchar](200) NULL, [Visi_FaxCountryCode] [nvarchar](5) NULL, [Visi_FaxAreaCode] [nvarchar](20) NULL,
	[Visi_FaxNumber] [nvarchar](20) NULL, [Visi_EmailAddress] [nvarchar](200) NULL, [Visi_Address1] [nvarchar](40) NULL, [Visi_Address2] [nvarchar](40) NULL, [Visi_Address3] [nvarchar](40) NULL, [Visi_Address4] [nvarchar](40) NULL, [Visi_Address5] [nvarchar](40) NULL, [Visi_City] [nvarchar](30) NULL, [Visi_State] [nvarchar](30) NULL, [Visi_Country] [nvarchar](30) NULL, [Visi_PostCode] [nvarchar](10) NULL, [Visi_Language] [nvarchar](5) NULL, [Visi_CreatedDate] [datetime] NULL, [Visi_UpdatedDate] [datetime] NULL, [visi_userid] [int] NULL ) ON [PRIMARY]

	We then run the following to populate the table based on the visitor table (assuming self-service is already in use)		We then run the following to populate the table based on the visitor table (assuming self-service is already in use)

CrmtogetherPortal at 09:25, 16 February 2017

2017-02-16T09:25:45Z

@@ Line 9: / Line 9: @@
 Create a new table based on the visitor table but with larger size columns
-   CREATE TABLE [dbo].[visitor_new](	[Visi_VisitorId] [int] IDENTITY(1,1) NOT NULL,	[Visi_VisitorKey] [nvarchar](50) NULL,
+   CREATE TABLE [dbo].[visitor_new](	[Visi_VisitorId] [int] IDENTITY(1,1) NOT NULL,	[Visi_VisitorKey] [nvarchar](50) NULL,	[Visi_LogonId] [nvarchar](255) NULL,	[Visi_Password] [nvarchar](12) NULL,	[Visi_PersonId] [int] NULL,	[Visi_CompanyId] [int] NULL,	[Visi_IpAddress] [nvarchar](15) NULL,
-	[Visi_LogonId] [nvarchar](255) NULL,
+	[Visi_Salutation] [nvarchar](10) NULL,	[Visi_FirstName] [nvarchar](30) NULL,	[Visi_LastName] [nvarchar](40) NULL,
-	[Visi_Password] [nvarchar](12) NULL,
+	[Visi_MiddleName] [nvarchar](30) NULL,	[Visi_Suffix] [nvarchar](20) NULL,	[Visi_Gender] [nvarchar](6) NULL,	[Visi_Title] [nvarchar](30) NULL,	[Visi_TitleCode] [nvarchar](15) NULL,	[Visi_CompanyName] [nvarchar](60) NULL,	[Visi_PhoneCountryCode] [nvarchar](5) NULL,	[Visi_PhoneAreaCode] [nvarchar](20) NULL,	[Visi_PhoneNumber] [nvarchar](200) NULL,	[Visi_FaxCountryCode] [nvarchar](5) NULL,	[Visi_FaxAreaCode] [nvarchar](20) NULL,
-	[Visi_PersonId] [int] NULL,
+	[Visi_FaxNumber] [nvarchar](20) NULL,	[Visi_EmailAddress] [nvarchar](200) NULL,	[Visi_Address1] [nvarchar](40) NULL,	[Visi_Address2] [nvarchar](40) NULL,	[Visi_Address3] [nvarchar](40) NULL,	[Visi_Address4] [nvarchar](40) NULL,	[Visi_Address5] [nvarchar](40) NULL,	[Visi_City] [nvarchar](30) NULL,	[Visi_State] [nvarchar](30) NULL,	[Visi_Country] [nvarchar](30) NULL,	[Visi_PostCode] [nvarchar](10) NULL,	[Visi_Language] [nvarchar](5) NULL,	[Visi_CreatedDate] [datetime] NULL,	[Visi_UpdatedDate] [datetime] NULL,	[visi_userid] [int] NULL  ) ON [PRIMARY]
 We then run the following to populate the table based on the visitor table (assuming self-service is already in use)
-   SET IDENTITY_INSERT visitor_new on
+   SET IDENTITY_INSERT visitor_new on   GO   INSERT INTO visitor_new (
-   GO
+   [Visi_VisitorId] ,	[Visi_VisitorKey] ,	[Visi_Password] ,	[Visi_PersonId],	[Visi_CompanyId] ,	[Visi_IpAddress] ,	[Visi_Salutation] ,	[Visi_FirstName] ,	[Visi_LastName] ,	[Visi_MiddleName], 	[Visi_Suffix], 	[Visi_Gender] ,	[Visi_Title] ,	[Visi_TitleCode], 	[Visi_CompanyName], 	[Visi_PhoneCountryCode], 	[Visi_PhoneAreaCode] ,	[Visi_PhoneNumber],	[Visi_FaxCountryCode] ,	[Visi_FaxAreaCode] ,	[Visi_FaxNumber] ,	[Visi_EmailAddress],	[Visi_Address1] ,	[Visi_Address2],	[Visi_Address3] ,	[Visi_Address4],
-   INSERT INTO visitor_new (
+	[Visi_Address5] ,	[Visi_City] ,	[Visi_State] ,	[Visi_Country], 	[Visi_PostCode],	[Visi_Language] ,	[Visi_CreatedDate], 	[Visi_UpdatedDate] ,	[visi_userid]   )  SELECT   [Visi_VisitorId] ,	[Visi_VisitorKey] ,	[Visi_LogonId],	[Visi_Password] ,	[Visi_PersonId],	[Visi_CompanyId] ,	[Visi_IpAddress] ,	[Visi_Salutation] ,	[Visi_FirstName] ,	[Visi_LastName] ,	[Visi_MiddleName],
-   [Visi_VisitorId] ,
+	[Visi_Suffix], 	[Visi_Gender] ,	[Visi_Title] ,	[Visi_TitleCode], 	[Visi_CompanyName], 	[Visi_PhoneCountryCode], 	[Visi_PhoneAreaCode] ,
-	[Visi_VisitorKey] ,
+	[Visi_PhoneNumber],	[Visi_FaxCountryCode] ,	[Visi_FaxAreaCode] ,	[Visi_FaxNumber] ,	[Visi_EmailAddress],	[Visi_Address1] ,	[Visi_Address2],	[Visi_Address3] ,	[Visi_Address4],	[Visi_Address5] ,	[Visi_City] ,	[Visi_State] ,	[Visi_Country], 	[Visi_PostCode],	[Visi_Language] ,	[Visi_CreatedDate], 	[Visi_UpdatedDate] ,	[visi_userid]   from visitor  GO  SET IDENTITY_INSERT isitor_new Off
 Rename the "visitor" table to "visitor_old" and then rename "vistor_new" to "visitor".

CrmtogetherPortal at 09:23, 16 February 2017

2017-02-16T09:23:51Z

← Older revision		Revision as of 10:23, 16 February 2017
Line 9:		Line 9:
	Create a new table based on the visitor table but with larger size columns		Create a new table based on the visitor table but with larger size columns

	CREATE TABLE [dbo].[visitor_new]( [Visi_VisitorId] [int] IDENTITY(1,1) NOT NULL,		CREATE TABLE [dbo].[visitor_new]( [Visi_VisitorId] [int] IDENTITY(1,1) NOT NULL, [Visi_VisitorKey] [nvarchar](50) NULL,
	[Visi_VisitorKey] [nvarchar](50) NULL,
	[Visi_LogonId] [nvarchar](255) NULL,		[Visi_LogonId] [nvarchar](255) NULL,
	[Visi_Password] [nvarchar](12) NULL,		[Visi_Password] [nvarchar](12) NULL,

CrmtogetherPortal at 08:28, 26 August 2016

2016-08-26T08:28:12Z

← Older revision		Revision as of 09:28, 26 August 2016
Line 1:		Line 1:
	The visitor table should be updated to cater for longer values than is has.		The visitor table should be updated to cater for longer values than is has.
	We do this using the following SQL.		We do this using the following SQL.

			ALTER TABLE visitor
			ALTER COLUMN Visi_LogonId [nvarchar](255)

			If this SQL does not work (some servers dont seem to allow it) try the following

	Create a new table based on the visitor table but with larger size columns		Create a new table based on the visitor table but with larger size columns
Line 6:		Line 11:
	CREATE TABLE [dbo].[visitor_new]( [Visi_VisitorId] [int] IDENTITY(1,1) NOT NULL,		CREATE TABLE [dbo].[visitor_new]( [Visi_VisitorId] [int] IDENTITY(1,1) NOT NULL,
	[Visi_VisitorKey] [nvarchar](50) NULL,		[Visi_VisitorKey] [nvarchar](50) NULL,
	[Visi_LogonId] [nvarchar](~~200~~) NULL,		[Visi_LogonId] [nvarchar](255) NULL,
	[Visi_Password] [nvarchar](12) NULL,		[Visi_Password] [nvarchar](12) NULL,
	[Visi_PersonId] [int] NULL,		[Visi_PersonId] [int] NULL,

CrmtogetherPortal at 14:51, 8 August 2015

2015-08-08T14:51:32Z

← Older revision		Revision as of 15:51, 8 August 2015
Line 126:		Line 126:

	Rename the "visitor" table to "visitor_old" and then rename "vistor_new" to "visitor".		Rename the "visitor" table to "visitor_old" and then rename "vistor_new" to "visitor".


			----

			Could not load file or assembly 'SageCRM' or one of its dependencies. This assembly is built by a runtime newer than the currently loaded runtime and cannot be loaded.

			*To fix this change the CRM App pool to use .net40

CrmtogetherPortal at 16:14, 5 August 2014

2014-08-05T16:14:45Z

← Older revision		Revision as of 17:14, 5 August 2014
Line 4:		Line 4:
	Create a new table based on the visitor table but with larger size columns		Create a new table based on the visitor table but with larger size columns

	CREATE TABLE [dbo].[visitor_new](		CREATE TABLE [dbo].[visitor_new]( [Visi_VisitorId] [int] IDENTITY(1,1) NOT NULL,
	[Visi_VisitorId] [int] IDENTITY(1,1) NOT NULL,
	[Visi_VisitorKey] [nvarchar](50) NULL,		[Visi_VisitorKey] [nvarchar](50) NULL,
	[Visi_LogonId] [nvarchar](200) NULL,		[Visi_LogonId] [nvarchar](200) NULL,