Changes for page crm

Last modified by Kyle Hill on 2025/05/27 11:26

<
From version < 3.3 >
edited by Kyle Hill
on 2025/05/27 09:43
To version < 4.2 >
edited by Kyle Hill
on 2025/05/27 10:50
>
Change comment: There is no comment for this version

Summary

Details

Page properties
Content
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1 -Required .NET Hosting Bundles:
1 +===== **Required .NET Hosting Bundles:** =====
2 2  
3 3  * [[.NET 6 Hosting Bundle>>https://dotnet.microsoft.com/en-us/download/dotnet/6.0]]
4 4  
5 +===== **Ensure the following .NET Runtimes are installed:** =====
5 5  
6 -Ensure the following .NET Runtimes are installed:
7 -
8 8  [[image:image-20250527112257-1.png]]
9 9  
10 10  
11 -Deployment Considerations:
10 +===== **Testing and Debugging:** =====
12 12  
12 +* 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.
13 +
14 +===== =====
15 +
16 +===== **Deployment Considerations:** =====
17 +
13 13  * IIS project name should be in the name of the domain in reversed:
14 14  ** Format: ~{~{host_name}}
15 15  ** Example: za.co.site.uapi
... ... @@ -16,13 +16,92 @@
16 16  * Each API under the CRM project should have Its own app pool.
17 17  ** Format: ~{~{host_name}}.~{~{api_name}}.~{~{version}}
18 18  ** Example: za.co.site.uapi.identity.v1
24 +* Each API under the CRM should be deployed as a virtual application linked to its relative app pool.
25 +* App pool considerations:
26 +** .NET CRL Version: No Managed Code
27 +** Managed Pipeline: Integrated
19 19  * Each API project should be in the root directory of the project.
20 20  * Under the root directory, there is a wwwroot folder, which should contain a blank folder for each of the API projects.
21 21  * Ensure you replace all the connection strings, file paths and branding of the currently client with the new one. 
22 22  * Clear out all the logs for each of the API projects and ensure IIS user has required permission to write to this directory
23 -** Directory: za.co.site.uapi\EBSphere.Api.v1.Workflow\logs
24 -*
25 -
32 +** Directory: "//za.co.site.uapi\EBSphere.Api.v1.Workflow\logs//"
26 26  
34 +===== =====
27 27  
36 +===== **Database Considerations:** =====
37 +
38 +* Some databases are setup to require a reference number when making structural changes to the database:
39 +** Create a session reference: (% style="color:#2980b9" %)//exec//(%%)// sp_set_session_context 'ReferenceNo', '123456789'//
40 +** The reference number is the ticket number of the project, as found on our Issue log system.
41 +* 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 these objects, that need to be present in the database for the CRM to work correctly (//Please feel free to added on//):
42 +
43 +|=Object Type|=Name|=Dependencies
44 +|Procedure|api.sp_AddSupplier_Se|
45 +|Procedure|api.sp_BankAccountTypes_SelectV2|
46 +|Procedure|api.sp_Communication_Add|
47 +|Procedure|api.sp_Communication_AddProperty|
48 +|Procedure|api.sp_Content_Add|
49 +|Procedure|api.sp_Content_AddProperty|
50 +|Procedure|api.sp_CreateSupplier|
51 +|Procedure|api.sp_CRM_RegisterUser|
52 +|Procedure|api.sp_CRM_ResetPassword|
53 +|Procedure|api.sp_DocumentCategories_SelectV2|
54 +|Procedure|api.sp_Documents_SelectV2|
55 +|Procedure|api.sp_GetBBBEE_Levels|
56 +|Procedure|api.sp_GetPersonDetailsV2|
57 +|Procedure|api.sp_GetSupplierTypes|
58 +|Procedure|api.sp_GetUniversalBankBranch|
59 +|Procedure|api.sp_MemberBankDetails_SelectV2|
60 +|Procedure|api.sp_MemberBeneficiaries_SelectV2|
61 +|Procedure|api.sp_MemberClaimStatus_SelectV2|
62 +|Procedure|api.sp_MemberCouncilRates_SelectV2|
63 +|Procedure|api.sp_MemberNotes_InsertV2|
64 +|Procedure|api.sp_MemberNotes_SelectV2|
65 +|Procedure|api.sp_MemberNoteVariableGroups_SelectV2|
66 +|Procedure|api.sp_MemberNoteVariables_SelectV2|
67 +|Procedure|api.sp_MemberPayments_SelectV2|
68 +|Procedure|api.sp_MemberPaypoints_SelectV2|
69 +|Procedure|api.sp_MemberSalaries_SelectV2|
70 +|Procedure|api.sp_MemberSinglePremiums_SelectV2|
71 +|Procedure|api.sp_MemberTaxApplications_SelectV2|
72 +|Procedure|api.sp_People_SelectV2|
73 +|Procedure|api.sp_Scheduler_AddNote|
74 +|Procedure|api.sp_Scheduler_AddProperty|
75 +|Procedure|api.sp_Scheduler_CompleteActivity|
76 +|Procedure|api.sp_Scheduler_CreateProcess|
77 +|Procedure|api.sp_Scheduler_CurrentActivities|
78 +|Procedure|api.sp_Scheduler_GetActivityActions|
79 +|Procedure|api.sp_Scheduler_GetNotes|
80 +|Procedure|api.sp_Scheduler_GetProcessProperties|
81 +|Procedure|api.sp_SearchPersonDetails|
82 +|Procedure|api.sp_SearchPersonMembershipV2|
83 +|Procedure|api.sp_Workflow_AddNote|
84 +|Procedure|api.sp_Workflow_AddProperty|
85 +|Procedure|api.sp_Workflow_CompleteActivity|
86 +|Procedure|api.sp_Workflow_CreateProcess|
87 +|Procedure|api.sp_Workflow_GetActivityActions|
88 +|Procedure|api.sp_Workflow_GetLinkedContent|
89 +|Procedure|api.sp_Workflow_GetNotes|
90 +|Procedure|api.sp_Workflow_GetProcessProperties|
91 +|Procedure|api.sp_Workflow_LinkContent|
92 +|Procedure|api.sp_Workflow_Reallocate|
93 +|Procedure|api.sp_Workflow_SearchActivities|
94 +|Procedure|api.sp_Workflow_SearchProcess|
95 +|Procedure|api.sp_Workflow_SearchStreamResources|
96 +|Procedure|api.sp_Workflow_SearchStreams|
97 +|Procedure|api.sp_Workflow_UpdateProperty|
98 +|Procedure|dbo.sp_InsertImageToDocDatabase|
99 +|Procedure|dbo.sp_MaritalStatus|
100 +|Procedure|dbo.sp_SchedulerAddNote|
101 +|Procedure|dbo.sp_Update_frmPeople|
102 +|Procedure|dbo.sp_UserLevels|
103 +|Procedure|dbo.sp_WorkflowAddNote|
104 +|Procedure|prg.sp_ProviderParameters_select|
105 +|Procedure|scr.sp_BankBranches_Member|
106 +|Procedure|scr.sp_MFGMemberCFLO|
107 +|Procedure|scr.sp_MFGMemberPaypoints|
108 +|Procedure|scr.sp_Paypoints|
109 +|Procedure|web.sp_UserWebLogin|
110 +
111 +
28 28  

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