crm

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

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

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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 TypeNameLatest VersionDependencies
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  

 

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