Changes for page crm

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

From version < 3.9 >

edited by Kyle Hill
on 2025/05/27 10:46

To version < 3.4 >

edited by Kyle Hill
on 2025/05/27 09:45

Change comment: There is no comment for this version

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@@ -1,21 +1,15 @@
--===== **Required .NET Hosting Bundles:** =====
++Required .NET Hosting Bundles:
  * [[.NET 6 Hosting Bundle>>https://dotnet.microsoft.com/en-us/download/dotnet/6.0]]
--===== **Ensure the following .NET Runtimes are installed:** =====
++Ensure the following .NET Runtimes are installed:
  [[image:image-20250527112257-1.png]]
--===== **Testing and Debugging:** =====
++Deployment Considerations:
--* 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.
--
--=====   =====
--
--===== **Deployment Considerations:** =====
--
  * IIS project name should be in the name of the domain in reversed:
  ** Format: ~{~{host_name}}
  ** Example: za.co.site.uapi
@@ -22,7 +22,6 @@
  * Each API under the CRM project should have Its own app pool.
  ** Format: ~{~{host_name}}.~{~{api_name}}.~{~{version}}
  ** Example: za.co.site.uapi.identity.v1
--* Each API under the CRM should be deployed as a virtual application linked to its relative app pool.
  * App pool considerations:
  ** .NET CRL Version: No Managed Code
  ** Managed Pipeline: Integrated
@@ -30,85 +30,8 @@
  * Under the root directory, there is a wwwroot folder, which should contain a blank folder for each of the API projects.
  * Ensure you replace all the connection strings, file paths and branding of the currently client with the new one.
  * Clear out all the logs for each of the API projects and ensure IIS user has required permission to write to this directory
--** Directory: "//za.co.site.uapi\EBSphere.Api.v1.Workflow\logs//"
++** Directory: za.co.site.uapi\EBSphere.Api.v1.Workflow\logs
++*
--=====   =====
--===== **Database Considerations:** =====
--
--* Some databases are setup to require a reference number when making structural changes to the database:
--** Create a session reference: (% style="color:#2980b9" %)//exec//(%%)// sp_set_session_context 'ReferenceNo', '123456789'//
--** The reference number is the ticket number of the project, as found on our Issue log system.
--* 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//):
--
--|=Object Type|=Name|=Dependencies
--|Procedure|api.sp_AddSupplier_Se|
--|Procedure|api.sp_BankAccountTypes_SelectV2|
--|Procedure|api.sp_Communication_Add|
--|Procedure|api.sp_Communication_AddProperty|
--|Procedure|api.sp_Content_Add|
--|Procedure|api.sp_Content_AddProperty|
--|Procedure|api.sp_CreateSupplier|
--|Procedure|api.sp_CRM_RegisterUser|
--|Procedure|api.sp_CRM_ResetPassword|
--|Procedure|api.sp_DocumentCategories_SelectV2|
--|Procedure|api.sp_Documents_SelectV2|
--|Procedure|api.sp_GetBBBEE_Levels|
--|Procedure|api.sp_GetPersonDetailsV2|
--|Procedure|api.sp_GetSupplierTypes|
--|Procedure|api.sp_GetUniversalBankBranch|
--|Procedure|api.sp_MemberBankDetails_SelectV2|
--|Procedure|api.sp_MemberBeneficiaries_SelectV2|
--|Procedure|api.sp_MemberClaimStatus_SelectV2|
--|Procedure|api.sp_MemberCouncilRates_SelectV2|
--|Procedure|api.sp_MemberNotes_InsertV2|
--|Procedure|api.sp_MemberNotes_SelectV2|
--|Procedure|api.sp_MemberNoteVariableGroups_SelectV2|
--|Procedure|api.sp_MemberNoteVariables_SelectV2|
--|Procedure|api.sp_MemberPayments_SelectV2|
--|Procedure|api.sp_MemberPaypoints_SelectV2|
--|Procedure|api.sp_MemberSalaries_SelectV2|
--|Procedure|api.sp_MemberSinglePremiums_SelectV2|
--|Procedure|api.sp_MemberTaxApplications_SelectV2|
--|Procedure|api.sp_People_SelectV2|
--|Procedure|api.sp_Scheduler_AddNote|
--|Procedure|api.sp_Scheduler_AddProperty|
--|Procedure|api.sp_Scheduler_CompleteActivity|
--|Procedure|api.sp_Scheduler_CreateProcess|
--|Procedure|api.sp_Scheduler_CurrentActivities|
--|Procedure|api.sp_Scheduler_GetActivityActions|
--|Procedure|api.sp_Scheduler_GetNotes|
--|Procedure|api.sp_Scheduler_GetProcessProperties|
--|Procedure|api.sp_SearchPersonDetails|
--|Procedure|api.sp_SearchPersonMembershipV2|
--|Procedure|api.sp_Workflow_AddNote|
--|Procedure|api.sp_Workflow_AddProperty|
--|Procedure|api.sp_Workflow_CompleteActivity|
--|Procedure|api.sp_Workflow_CreateProcess|
--|Procedure|api.sp_Workflow_GetActivityActions|
--|Procedure|api.sp_Workflow_GetLinkedContent|
--|Procedure|api.sp_Workflow_GetNotes|
--|Procedure|api.sp_Workflow_GetProcessProperties|
--|Procedure|api.sp_Workflow_LinkContent|
--|Procedure|api.sp_Workflow_Reallocate|
--|Procedure|api.sp_Workflow_SearchActivities|
--|Procedure|api.sp_Workflow_SearchProcess|
--|Procedure|api.sp_Workflow_SearchStreamResources|
--|Procedure|api.sp_Workflow_SearchStreams|
--|Procedure|api.sp_Workflow_UpdateProperty|
--|Procedure|dbo.sp_InsertImageToDocDatabase|
--|Procedure|dbo.sp_MaritalStatus|
--|Procedure|dbo.sp_SchedulerAddNote|
--|Procedure|dbo.sp_Update_frmPeople|
--|Procedure|dbo.sp_UserLevels|
--|Procedure|dbo.sp_WorkflowAddNote|
--|Procedure|prg.sp_ProviderParameters_select|
--|Procedure|scr.sp_BankBranches_Member|
--|Procedure|scr.sp_MFGMemberCFLO|
--|Procedure|scr.sp_MFGMemberPaypoints|
--|Procedure|scr.sp_Paypoints|
--|Procedure|web.sp_UserWebLogin|
--
--
--

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