crm - XWiki

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===== **Required .NET Hosting Bundles:** =====

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* [[.NET 6 Hosting Bundle>>https://dotnet.microsoft.com/en-us/download/dotnet/6.0]]

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===== **Ensure the following .NET Runtimes are installed:** =====

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[[image:image-20250527112257-1.png]]

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===== **Testing and Debugging:** =====

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* 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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===== **Deployment Considerations:** =====

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* IIS project name should be in the name of the domain in reversed:

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** Format: ~{~{host_name}}

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** Example: za.co.site.uapi

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* Each API under the CRM project should have Its own app pool.

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** Format: ~{~{host_name}}.~{~{api_name}}.~{~{version}}

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** Example: za.co.site.uapi.identity.v1

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* Each API under the CRM should be deployed as a virtual application linked to its relative app pool.

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* App pool considerations:

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** .NET CRL Version: No Managed Code

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** Managed Pipeline: Integrated

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* Each API project should be in the root directory of the project.

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* Under the root directory, there is a wwwroot folder, which should contain a blank folder for each of the API projects.

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* Ensure you replace all the connection strings, file paths and branding of the currently client with the new one.

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* Clear out all the logs for each of the API projects and ensure IIS user has required permission to write to this directory

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** Directory: "//za.co.site.uapi\EBSphere.Api.v1.Workflow\logs//"

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===== **Database Considerations:** =====

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* Some databases are setup to require a reference number when making structural changes to the database:

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** Create a session reference: (% style="color:#2980b9" %)//exec//(%%)// sp_set_session_context 'ReferenceNo', '123456789'//

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** The reference number is the ticket number of the project, as found on our Issue log system.

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* 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//):

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|=Object Type|=Name|=Dependencies

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|Procedure|api.sp_AddSupplier_Se|

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|Procedure|api.sp_BankAccountTypes_SelectV2|

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|Procedure|api.sp_Communication_Add|

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|Procedure|api.sp_Communication_AddProperty|

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|Procedure|api.sp_Content_Add|

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|Procedure|api.sp_Content_AddProperty|

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|Procedure|api.sp_CreateSupplier|

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|Procedure|api.sp_CRM_RegisterUser|

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|Procedure|api.sp_CRM_ResetPassword|

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|Procedure|api.sp_DocumentCategories_SelectV2|

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|Procedure|api.sp_Documents_SelectV2|

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|Procedure|api.sp_GetBBBEE_Levels|

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|Procedure|api.sp_GetPersonDetailsV2|

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|Procedure|api.sp_GetSupplierTypes|

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|Procedure|api.sp_GetUniversalBankBranch|

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|Procedure|api.sp_MemberBankDetails_SelectV2|

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|Procedure|api.sp_MemberBeneficiaries_SelectV2|

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|Procedure|api.sp_MemberClaimStatus_SelectV2|

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|Procedure|api.sp_MemberCouncilRates_SelectV2|

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|Procedure|api.sp_MemberNotes_InsertV2|

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|Procedure|api.sp_MemberNotes_SelectV2|

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|Procedure|api.sp_MemberNoteVariableGroups_SelectV2|

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|Procedure|api.sp_MemberNoteVariables_SelectV2|

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|Procedure|api.sp_MemberPayments_SelectV2|

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|Procedure|api.sp_MemberPaypoints_SelectV2|

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|Procedure|api.sp_MemberSalaries_SelectV2|

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|Procedure|api.sp_MemberSinglePremiums_SelectV2|

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|Procedure|api.sp_MemberTaxApplications_SelectV2|

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|Procedure|api.sp_People_SelectV2|

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|Procedure|api.sp_Scheduler_AddNote|

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|Procedure|api.sp_Scheduler_AddProperty|

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|Procedure|api.sp_Scheduler_CompleteActivity|

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|Procedure|api.sp_Scheduler_CreateProcess|

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|Procedure|api.sp_Scheduler_CurrentActivities|

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|Procedure|api.sp_Scheduler_GetActivityActions|

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|Procedure|api.sp_Scheduler_GetNotes|

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|Procedure|api.sp_Scheduler_GetProcessProperties|

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|Procedure|api.sp_SearchPersonDetails|

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|Procedure|api.sp_SearchPersonMembershipV2|

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|Procedure|api.sp_Workflow_AddNote|

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|Procedure|api.sp_Workflow_AddProperty|

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|Procedure|api.sp_Workflow_CompleteActivity|

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|Procedure|api.sp_Workflow_CreateProcess|

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|Procedure|api.sp_Workflow_GetActivityActions|

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|Procedure|api.sp_Workflow_GetLinkedContent|

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|Procedure|api.sp_Workflow_GetNotes|

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|Procedure|api.sp_Workflow_GetProcessProperties|

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|Procedure|api.sp_Workflow_LinkContent|

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|Procedure|api.sp_Workflow_Reallocate|

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|Procedure|api.sp_Workflow_SearchActivities|

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|Procedure|api.sp_Workflow_SearchProcess|

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|Procedure|api.sp_Workflow_SearchStreamResources|

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|Procedure|api.sp_Workflow_SearchStreams|

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|Procedure|api.sp_Workflow_UpdateProperty|

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|Procedure|dbo.sp_InsertImageToDocDatabase|

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|Procedure|dbo.sp_MaritalStatus|

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|Procedure|dbo.sp_SchedulerAddNote|

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|Procedure|dbo.sp_Update_frmPeople|

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|Procedure|dbo.sp_UserLevels|

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|Procedure|dbo.sp_WorkflowAddNote|

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|Procedure|prg.sp_ProviderParameters_select|

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|Procedure|scr.sp_BankBranches_Member|

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|Procedure|scr.sp_MFGMemberCFLO|

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|Procedure|scr.sp_MFGMemberPaypoints|

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|Procedure|scr.sp_Paypoints|

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|Procedure|web.sp_UserWebLogin|

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Wiki source code of crm