Setup

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"/>

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

ALTER TABLE visitor 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

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,	[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)

 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_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".

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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

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

  app_offline.htm

in the root folder of the website