Setup: Difference between revisions

From Customer365 for SageCRM
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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.
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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
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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)


   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".
Line 30: Line 34:


*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

Latest revision as of 16:07, 20 November 2019

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