Changes for page crm

Last modified by Kyle Hill on 2025/05/27 11:26
<
From version < 2.4 >
edited by Rudi Marais
on 2023/05/22 23:50
To version < 3.9 >
edited by Kyle Hill
on 2025/05/27 10:46
>
Change comment: There is no comment for this version

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1 +XWiki.kyleh
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1 -* [[.NET 6 Hosting Bundle>>https://dotnet.microsoft.com/en-us/download/dotnet/thank-you/runtime-aspnetcore-6.0.3-windows-hosting-bundle-installer]]
1 +===== **Required .NET Hosting Bundles:** =====
2 +
3 +* [[.NET 6 Hosting Bundle>>https://dotnet.microsoft.com/en-us/download/dotnet/6.0]]
4 +
5 +
6 +===== **Ensure the following .NET Runtimes are installed:** =====
7 +
8 +[[image:image-20250527112257-1.png]]
9 +
10 +
11 +===== **Testing and Debugging:** =====
12 +
13 +* Check the system event viewer for any errors. Framework related and logs appear here if not successfully written to the logs. This may point to folder permission issues.
14 +
15 +===== =====
16 +
17 +===== **Deployment Considerations:** =====
18 +
19 +* IIS project name should be in the name of the domain in reversed:
20 +** Format: ~{~{host_name}}
21 +** Example: za.co.site.uapi
22 +* Each API under the CRM project should have Its own app pool.
23 +** Format: ~{~{host_name}}.~{~{api_name}}.~{~{version}}
24 +** Example: za.co.site.uapi.identity.v1
25 +* Each API under the CRM should be deployed as a virtual application linked to its relative app pool.
26 +* App pool considerations:
27 +** .NET CRL Version: No Managed Code
28 +** Managed Pipeline: Integrated
29 +* Each API project should be in the root directory of the project.
30 +* Under the root directory, there is a wwwroot folder, which should contain a blank folder for each of the API projects.
31 +* Ensure you replace all the connection strings, file paths and branding of the currently client with the new one. 
32 +* Clear out all the logs for each of the API projects and ensure IIS user has required permission to write to this directory
33 +** Directory: "//za.co.site.uapi\EBSphere.Api.v1.Workflow\logs//"
34 +
35 +===== =====
36 +
37 +===== **Database Considerations:** =====
38 +
39 +* Some databases are setup to require a reference number when making structural changes to the database:
40 +** Create a session reference: (% style="color:#2980b9" %)//exec//(%%)// sp_set_session_context 'ReferenceNo', '123456789'//
41 +** The reference number is the ticket number of the project, as found on our Issue log system.
42 +* Depending on the state of the database, there might be tables, procedures, views and even data that need to be added. Is a list of some of some these objects, that need to be present in the database for the CRM to work correctly (//Please feel free to added on//):
43 +
44 +|=Object Type|=Name|=Dependencies
45 +|Procedure|api.sp_AddSupplier_Se|
46 +|Procedure|api.sp_BankAccountTypes_SelectV2|
47 +|Procedure|api.sp_Communication_Add|
48 +|Procedure|api.sp_Communication_AddProperty|
49 +|Procedure|api.sp_Content_Add|
50 +|Procedure|api.sp_Content_AddProperty|
51 +|Procedure|api.sp_CreateSupplier|
52 +|Procedure|api.sp_CRM_RegisterUser|
53 +|Procedure|api.sp_CRM_ResetPassword|
54 +|Procedure|api.sp_DocumentCategories_SelectV2|
55 +|Procedure|api.sp_Documents_SelectV2|
56 +|Procedure|api.sp_GetBBBEE_Levels|
57 +|Procedure|api.sp_GetPersonDetailsV2|
58 +|Procedure|api.sp_GetSupplierTypes|
59 +|Procedure|api.sp_GetUniversalBankBranch|
60 +|Procedure|api.sp_MemberBankDetails_SelectV2|
61 +|Procedure|api.sp_MemberBeneficiaries_SelectV2|
62 +|Procedure|api.sp_MemberClaimStatus_SelectV2|
63 +|Procedure|api.sp_MemberCouncilRates_SelectV2|
64 +|Procedure|api.sp_MemberNotes_InsertV2|
65 +|Procedure|api.sp_MemberNotes_SelectV2|
66 +|Procedure|api.sp_MemberNoteVariableGroups_SelectV2|
67 +|Procedure|api.sp_MemberNoteVariables_SelectV2|
68 +|Procedure|api.sp_MemberPayments_SelectV2|
69 +|Procedure|api.sp_MemberPaypoints_SelectV2|
70 +|Procedure|api.sp_MemberSalaries_SelectV2|
71 +|Procedure|api.sp_MemberSinglePremiums_SelectV2|
72 +|Procedure|api.sp_MemberTaxApplications_SelectV2|
73 +|Procedure|api.sp_People_SelectV2|
74 +|Procedure|api.sp_Scheduler_AddNote|
75 +|Procedure|api.sp_Scheduler_AddProperty|
76 +|Procedure|api.sp_Scheduler_CompleteActivity|
77 +|Procedure|api.sp_Scheduler_CreateProcess|
78 +|Procedure|api.sp_Scheduler_CurrentActivities|
79 +|Procedure|api.sp_Scheduler_GetActivityActions|
80 +|Procedure|api.sp_Scheduler_GetNotes|
81 +|Procedure|api.sp_Scheduler_GetProcessProperties|
82 +|Procedure|api.sp_SearchPersonDetails|
83 +|Procedure|api.sp_SearchPersonMembershipV2|
84 +|Procedure|api.sp_Workflow_AddNote|
85 +|Procedure|api.sp_Workflow_AddProperty|
86 +|Procedure|api.sp_Workflow_CompleteActivity|
87 +|Procedure|api.sp_Workflow_CreateProcess|
88 +|Procedure|api.sp_Workflow_GetActivityActions|
89 +|Procedure|api.sp_Workflow_GetLinkedContent|
90 +|Procedure|api.sp_Workflow_GetNotes|
91 +|Procedure|api.sp_Workflow_GetProcessProperties|
92 +|Procedure|api.sp_Workflow_LinkContent|
93 +|Procedure|api.sp_Workflow_Reallocate|
94 +|Procedure|api.sp_Workflow_SearchActivities|
95 +|Procedure|api.sp_Workflow_SearchProcess|
96 +|Procedure|api.sp_Workflow_SearchStreamResources|
97 +|Procedure|api.sp_Workflow_SearchStreams|
98 +|Procedure|api.sp_Workflow_UpdateProperty|
99 +|Procedure|dbo.sp_InsertImageToDocDatabase|
100 +|Procedure|dbo.sp_MaritalStatus|
101 +|Procedure|dbo.sp_SchedulerAddNote|
102 +|Procedure|dbo.sp_Update_frmPeople|
103 +|Procedure|dbo.sp_UserLevels|
104 +|Procedure|dbo.sp_WorkflowAddNote|
105 +|Procedure|prg.sp_ProviderParameters_select|
106 +|Procedure|scr.sp_BankBranches_Member|
107 +|Procedure|scr.sp_MFGMemberCFLO|
108 +|Procedure|scr.sp_MFGMemberPaypoints|
109 +|Procedure|scr.sp_Paypoints|
110 +|Procedure|web.sp_UserWebLogin|
111 +
112 +
113 +
114 +
image-20250527112257-1.png
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