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"/>
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".
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
When upgrading you can bring the system offline by creating a file called
app_offline.htm
in the root folder of the website
