Changes for page crm

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

<
From version < 4.2 >
edited by Kyle Hill
on 2025/05/27 10:50
To version < 3.1 >
edited by Rudi Marais
on 2024/03/26 14:55
>
Change comment: There is no comment for this version

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1 -XWiki.kyleh
1 +XWiki.rudim
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1 -===== **Required .NET Hosting Bundles:** =====
2 -
3 3  * [[.NET 6 Hosting Bundle>>https://dotnet.microsoft.com/en-us/download/dotnet/6.0]]
4 -
5 -===== **Ensure the following .NET Runtimes are installed:** =====
6 -
7 -[[image:image-20250527112257-1.png]]
8 -
9 -
10 -===== **Testing and Debugging:** =====
11 -
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 -
18 -* IIS project name should be in the name of the domain in reversed:
19 -** Format: ~{~{host_name}}
20 -** Example: za.co.site.uapi
21 -* Each API under the CRM project should have Its own app pool.
22 -** Format: ~{~{host_name}}.~{~{api_name}}.~{~{version}}
23 -** 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
28 -* Each API project should be in the root directory of the project.
29 -* Under the root directory, there is a wwwroot folder, which should contain a blank folder for each of the API projects.
30 -* Ensure you replace all the connection strings, file paths and branding of the currently client with the new one. 
31 -* Clear out all the logs for each of the API projects and ensure IIS user has required permission to write to this directory
32 -** Directory: "//za.co.site.uapi\EBSphere.Api.v1.Workflow\logs//"
33 -
34 -===== =====
35 -
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 -
112 -
image-20250527112257-1.png
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