Wiki source code of crm

Version 3.10 by Kyle Hill on 2025/05/27 10:48

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Kyle Hill 3.6 1 ===== **Required .NET Hosting Bundles:** =====
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Rudi Marais 3.1 3 * [[.NET 6 Hosting Bundle>>https://dotnet.microsoft.com/en-us/download/dotnet/6.0]]
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Kyle Hill 3.6 6 ===== **Ensure the following .NET Runtimes are installed:** =====
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8 [[image:image-20250527112257-1.png]]
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Kyle Hill 3.6 11 ===== **Testing and Debugging:** =====
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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.
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Kyle Hill 3.6 15 ===== =====
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Kyle Hill 3.6 17 ===== **Deployment Considerations:** =====
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Kyle Hill 3.2 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
Kyle Hill 3.7 25 * Each API under the CRM should be deployed as a virtual application linked to its relative app pool.
Kyle Hill 3.4 26 * App pool considerations:
27 ** .NET CRL Version: No Managed Code
28 ** Managed Pipeline: Integrated
Kyle Hill 3.2 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.
Kyle Hill 3.3 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
Kyle Hill 3.7 33 ** Directory: "//za.co.site.uapi\EBSphere.Api.v1.Workflow\logs//"
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Kyle Hill 3.6 35 ===== =====
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Kyle Hill 3.6 37 ===== **Database Considerations:** =====
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Kyle Hill 3.7 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//):
Kyle Hill 3.6 43
Kyle Hill 3.8 44 |=Object Type|=Name|=Dependencies
Kyle Hill 3.9 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|
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