Wiki source code of crm

Last modified by Kyle Hill on 2025/05/27 11:26
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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 4.3 5 (% class="wikigeneratedid" %)
6 ===== =====
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Kyle Hill 3.6 8 ===== **Ensure the following .NET Runtimes are installed:** =====
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10 [[image:image-20250527112257-1.png]]
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Kyle Hill 3.6 13 ===== **Testing and Debugging:** =====
Kyle Hill 3.5 14
Kyle Hill 4.4 15 * 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.
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Kyle Hill 3.6 17 ===== =====
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Kyle Hill 3.6 19 ===== **Deployment Considerations:** =====
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Kyle Hill 3.2 21 * IIS project name should be in the name of the domain in reversed:
22 ** Format: ~{~{host_name}}
23 ** Example: za.co.site.uapi
24 * Each API under the CRM project should have Its own app pool.
25 ** Format: ~{~{host_name}}.~{~{api_name}}.~{~{version}}
26 ** Example: za.co.site.uapi.identity.v1
Kyle Hill 3.7 27 * Each API under the CRM should be deployed as a virtual application linked to its relative app pool.
Kyle Hill 3.4 28 * App pool considerations:
29 ** .NET CRL Version: No Managed Code
30 ** Managed Pipeline: Integrated
Kyle Hill 3.2 31 * Each API project should be in the root directory of the project.
32 * 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 33 * Ensure you replace all the connection strings, file paths and branding of the currently client with the new one. 
34 * 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 35 ** Directory: "//za.co.site.uapi\EBSphere.Api.v1.Workflow\logs//"
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Kyle Hill 3.6 37 ===== =====
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Kyle Hill 3.6 39 ===== **Database Considerations:** =====
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Kyle Hill 3.7 41 * Some databases are setup to require a reference number when making structural changes to the database:
Kyle Hill 4.2 42 ** Create a session reference: (% style="color:#2980b9" %)//exec//(%%)// sp_set_session_context 'ReferenceNo', '123456789'//
Kyle Hill 3.7 43 ** The reference number is the ticket number of the project, as found on our Issue log system.
Kyle Hill 4.2 44 * 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//):
Kyle Hill 3.6 45
Kyle Hill 4.5 46 |=Object Type|=Name|=Latest Version|=Dependencies
47 |Procedure|api.sp_AddSupplier_Se| |
48 |Procedure|api.sp_BankAccountTypes_SelectV2| |
49 |Procedure|api.sp_Communication_Add| |
50 |Procedure|api.sp_Communication_AddProperty| |
51 |Procedure|api.sp_Content_Add| |
52 |Procedure|api.sp_Content_AddProperty| |
53 |Procedure|api.sp_CreateSupplier| |
54 |Procedure|api.sp_CRM_RegisterUser| |
55 |Procedure|api.sp_CRM_ResetPassword| |
56 |Procedure|api.sp_DocumentCategories_SelectV2| |
57 |Procedure|api.sp_Documents_SelectV2| |
58 |Procedure|api.sp_GetBBBEE_Levels| |
59 |Procedure|api.sp_GetPersonDetailsV2| |
60 |Procedure|api.sp_GetSupplierTypes| |
61 |Procedure|api.sp_GetUniversalBankBranch| |
62 |Procedure|api.sp_MemberBankDetails_SelectV2| |
63 |Procedure|api.sp_MemberBeneficiaries_SelectV2| |
64 |Procedure|api.sp_MemberClaimStatus_SelectV2| |
65 |Procedure|api.sp_MemberCouncilRates_SelectV2| |
66 |Procedure|api.sp_MemberNotes_InsertV2| |
67 |Procedure|api.sp_MemberNotes_SelectV2| |
68 |Procedure|api.sp_MemberNoteVariableGroups_SelectV2| |
69 |Procedure|api.sp_MemberNoteVariables_SelectV2| |
70 |Procedure|api.sp_MemberPayments_SelectV2| |
71 |Procedure|api.sp_MemberPaypoints_SelectV2| |
72 |Procedure|api.sp_MemberSalaries_SelectV2| |
73 |Procedure|api.sp_MemberSinglePremiums_SelectV2| |
74 |Procedure|api.sp_MemberTaxApplications_SelectV2| |
75 |Procedure|api.sp_People_SelectV2| |
76 |Procedure|api.sp_Scheduler_AddNote| |
77 |Procedure|api.sp_Scheduler_AddProperty| |
78 |Procedure|api.sp_Scheduler_CompleteActivity| |
79 |Procedure|api.sp_Scheduler_CreateProcess| |
80 |Procedure|api.sp_Scheduler_CurrentActivities| |
81 |Procedure|api.sp_Scheduler_GetActivityActions| |
82 |Procedure|api.sp_Scheduler_GetNotes| |
83 |Procedure|api.sp_Scheduler_GetProcessProperties| |
84 |Procedure|api.sp_SearchPersonDetails| |
85 |Procedure|api.sp_SearchPersonMembershipV2| |
86 |Procedure|api.sp_Workflow_AddNote| |
87 |Procedure|api.sp_Workflow_AddProperty| |
88 |Procedure|api.sp_Workflow_CompleteActivity| |
89 |Procedure|api.sp_Workflow_CreateProcess| |
90 |Procedure|api.sp_Workflow_GetActivityActions| |
91 |Procedure|api.sp_Workflow_GetLinkedContent| |
92 |Procedure|api.sp_Workflow_GetNotes| |
93 |Procedure|api.sp_Workflow_GetProcessProperties| |
94 |Procedure|api.sp_Workflow_LinkContent| |
95 |Procedure|api.sp_Workflow_Reallocate| |
96 |Procedure|api.sp_Workflow_SearchActivities| |
97 |Procedure|api.sp_Workflow_SearchProcess| |
98 |Procedure|api.sp_Workflow_SearchStreamResources| |
99 |Procedure|api.sp_Workflow_SearchStreams| |
100 |Procedure|api.sp_Workflow_UpdateProperty| |
101 |Procedure|dbo.sp_InsertImageToDocDatabase| |
102 |Procedure|dbo.sp_MaritalStatus| |
103 |Procedure|dbo.sp_SchedulerAddNote| |
104 |Procedure|dbo.sp_Update_frmPeople| |
105 |Procedure|dbo.sp_UserLevels| |
106 |Procedure|dbo.sp_WorkflowAddNote| |
107 |Procedure|prg.sp_ProviderParameters_select| |
108 |Procedure|scr.sp_BankBranches_Member| |
109 |Procedure|scr.sp_MFGMemberCFLO| |
110 |Procedure|scr.sp_MFGMemberPaypoints| |
111 |Procedure|scr.sp_Paypoints| |
112 |Procedure|web.sp_UserWebLogin| |
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