crm

Version 4.4 by Kyle Hill on 2025/05/27 11:06

Required .NET Hosting Bundles:
Ensure the following .NET Runtimes are installed:

image-20250527112257-1.png

Testing and Debugging:
  • Check the system event viewer for any errors. Framework and log related errors usually appear here if not successfully written to the actual log files. The cause might be folder permissions. 
Deployment Considerations:
  • IIS project name should be in the name of the domain in reversed:
    • Format: {{host_name}}
    • Example: za.co.site.uapi
  • 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
  • Each API project should be in the root directory of the project.
  • 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"
Database Considerations:
  • Some databases are setup to require a reference number when making structural changes to the database:
    • Create a session reference: 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 these objects, that need to be present in the database for the CRM to work correctly (Please feel free to added on):
Object TypeNameDependencies
Procedureapi.sp_AddSupplier_Se 
Procedureapi.sp_BankAccountTypes_SelectV2 
Procedureapi.sp_Communication_Add 
Procedureapi.sp_Communication_AddProperty 
Procedureapi.sp_Content_Add 
Procedureapi.sp_Content_AddProperty 
Procedureapi.sp_CreateSupplier 
Procedureapi.sp_CRM_RegisterUser 
Procedureapi.sp_CRM_ResetPassword 
Procedureapi.sp_DocumentCategories_SelectV2 
Procedureapi.sp_Documents_SelectV2 
Procedureapi.sp_GetBBBEE_Levels 
Procedureapi.sp_GetPersonDetailsV2 
Procedureapi.sp_GetSupplierTypes 
Procedureapi.sp_GetUniversalBankBranch 
Procedureapi.sp_MemberBankDetails_SelectV2 
Procedureapi.sp_MemberBeneficiaries_SelectV2 
Procedureapi.sp_MemberClaimStatus_SelectV2 
Procedureapi.sp_MemberCouncilRates_SelectV2 
Procedureapi.sp_MemberNotes_InsertV2 
Procedureapi.sp_MemberNotes_SelectV2 
Procedureapi.sp_MemberNoteVariableGroups_SelectV2 
Procedureapi.sp_MemberNoteVariables_SelectV2 
Procedureapi.sp_MemberPayments_SelectV2 
Procedureapi.sp_MemberPaypoints_SelectV2 
Procedureapi.sp_MemberSalaries_SelectV2 
Procedureapi.sp_MemberSinglePremiums_SelectV2 
Procedureapi.sp_MemberTaxApplications_SelectV2 
Procedureapi.sp_People_SelectV2 
Procedureapi.sp_Scheduler_AddNote 
Procedureapi.sp_Scheduler_AddProperty 
Procedureapi.sp_Scheduler_CompleteActivity 
Procedureapi.sp_Scheduler_CreateProcess 
Procedureapi.sp_Scheduler_CurrentActivities 
Procedureapi.sp_Scheduler_GetActivityActions 
Procedureapi.sp_Scheduler_GetNotes 
Procedureapi.sp_Scheduler_GetProcessProperties 
Procedureapi.sp_SearchPersonDetails 
Procedureapi.sp_SearchPersonMembershipV2 
Procedureapi.sp_Workflow_AddNote 
Procedureapi.sp_Workflow_AddProperty 
Procedureapi.sp_Workflow_CompleteActivity 
Procedureapi.sp_Workflow_CreateProcess 
Procedureapi.sp_Workflow_GetActivityActions 
Procedureapi.sp_Workflow_GetLinkedContent 
Procedureapi.sp_Workflow_GetNotes 
Procedureapi.sp_Workflow_GetProcessProperties 
Procedureapi.sp_Workflow_LinkContent 
Procedureapi.sp_Workflow_Reallocate 
Procedureapi.sp_Workflow_SearchActivities 
Procedureapi.sp_Workflow_SearchProcess 
Procedureapi.sp_Workflow_SearchStreamResources 
Procedureapi.sp_Workflow_SearchStreams 
Procedureapi.sp_Workflow_UpdateProperty 
Proceduredbo.sp_InsertImageToDocDatabase 
Proceduredbo.sp_MaritalStatus 
Proceduredbo.sp_SchedulerAddNote 
Proceduredbo.sp_Update_frmPeople 
Proceduredbo.sp_UserLevels 
Proceduredbo.sp_WorkflowAddNote 
Procedureprg.sp_ProviderParameters_select 
Procedurescr.sp_BankBranches_Member 
Procedurescr.sp_MFGMemberCFLO 
Procedurescr.sp_MFGMemberPaypoints 
Procedurescr.sp_Paypoints 
Procedureweb.sp_UserWebLogin 

 

Tags: TODO
Created by Rudi Marais on 2021/10/25 09:00