Installation

Installation Guide for Customer365:

Download the file Customer365ForSageCRM_RC1.exe. Run the installer on the server. The installer should add the website to IIS automatically.

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

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".

The final step is to edit the Web.Config. Open Web.config located in:

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

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

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Add in "required" image Example path is

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

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Security (1): Encrypt Password in cookie (Sept 2018 release)

2 new options in web.config

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"/>
   

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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 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

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Configure these ASP settings

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

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Aug 2022 - optional config

Create a database named "Hangfire".

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