Self-Service - Revision history

Crmtogetherkb at 15:58, 12 January 2021

2021-01-12T15:58:32Z

← Older revision		Revision as of 16:58, 12 January 2021
Line 107:		Line 107:
	) ON [PRIMARY]		) ON [PRIMARY]
	GO		GO

			3. Date format

			The customer wanted the dates within Self Service to be shown mm/dd/yyy.

			This can be accomplished by changing a value in the User Configuration area within the Administration screens.
			Go to

			Administration → Users → User Configuration

			Change the field "Default user date format" to mm/dd/yyyy.


			This will change all dates displayed in Self Service for all visitors (Authenticated and Anonymous).

			ref: https://www.sagecity.com/sage-global-solutions/sage-crm/b/sage-crm-hints-tips-and-tricks/posts/sage-crm-
			2020-r1-controlling-the-date-display-format-in-self-service#:~:text=A%20customer%20had%20the%20requirement,format%20dd%2Fmm%2Fyyyy.

Crmtogetherkb at 09:12, 21 February 2013

2013-02-21T09:12:48Z

← Older revision		Revision as of 10:12, 21 February 2013
Line 9:		Line 9:

	A Message should appear to confirm that the eware.dll has been registered.		A Message should appear to confirm that the eware.dll has been registered.
			Typically if this is required you will also need to reset the registry settings to point to the correct CRM database also.

	Self-Service check list		Self-Service check list

Crmtogetherkb at 09:09, 21 February 2013

2013-02-21T09:09:00Z

← Older revision		Revision as of 10:09, 21 February 2013
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			CRM will only allow one instance per server of CRM be the self-service portal

			Troubleshoot

			To re-register the server open a command prompt and navigate to the wwwroot folder within the CRM folder structure.
			Typically this is 'C:\Program Files\Sage\CRM\CRM\WWWRoot'
			Once there type
			regsvr32 eware.dll

			A Message should appear to confirm that the eware.dll has been registered.

	Self-Service check list		Self-Service check list
	----		----

Crmtogetherkb at 09:03, 21 February 2013

2013-02-21T09:03:03Z

← Older revision		Revision as of 10:03, 21 February 2013
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	[HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\eWare\SelfService]		[HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\eWare\SelfService]

	"SSDbDatabaseDriver"="MSSQL"		"SSDbDatabaseDriver"="MSSQL"

	"SSDbEntDatabaseDriver"="MSSQL"		"SSDbEntDatabaseDriver"="MSSQL"

	"SSDbDatabaseServer"="servername\\crmsqlexpress"		"SSDbDatabaseServer"="servername\\crmsqlexpress"

	"SSDbUserName"="sa"		"SSDbUserName"="sa"

	"SSDbEntDatabaseServer"="servername\\crmsqlexpress"		"SSDbEntDatabaseServer"="servername\\crmsqlexpress"

	"SSDbEntUser"="sa"		"SSDbEntUser"="sa"

	"SSDbDatabaseName"="CRMSelfService"		"SSDbDatabaseName"="CRMSelfService"

	"SSDbEntDatabaseName"="CRM"		"SSDbEntDatabaseName"="CRM"

	"SSDbPassword"="password"		"SSDbPassword"="password"

	"SSDbEntPassword"="password"		"SSDbEntPassword"="password"


	2. Database		2. Database
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	USE [master]		USE [master]
	GO		GO

	CREATE DATABASE [CRMSelfService] ON PRIMARY		CREATE DATABASE [CRMSelfService] ON PRIMARY
	( NAME = N'CRMSelfService', FILENAME = N'CRMSelfService.mdf' , SIZE = 2304KB , MAXSIZE = UNLIMITED, FILEGROWTH = 1024KB )		( NAME = N'CRMSelfService', FILENAME = N'CRMSelfService.mdf' , SIZE = 2304KB , MAXSIZE = UNLIMITED, FILEGROWTH = 1024KB )
Line 40:		Line 28:
	( NAME = N'CRMSelfService_log', FILENAME = N'CRMSelfService_log.LDF' , SIZE = 576KB , MAXSIZE = 2048GB , FILEGROWTH = 10%)		( NAME = N'CRMSelfService_log', FILENAME = N'CRMSelfService_log.LDF' , SIZE = 576KB , MAXSIZE = 2048GB , FILEGROWTH = 10%)
	GO		GO

	ALTER DATABASE [CRMSelfService] SET COMPATIBILITY_LEVEL = 100		ALTER DATABASE [CRMSelfService] SET COMPATIBILITY_LEVEL = 100
	GO		GO
Line 48:		Line 35:
	end		end
	GO		GO


	ALTER DATABASE [CRMSelfService] SET ANSI_NULL_DEFAULT OFF		ALTER DATABASE [CRMSelfService] SET ANSI_NULL_DEFAULT OFF
	GO		GO

	ALTER DATABASE [CRMSelfService] SET ANSI_NULLS OFF		ALTER DATABASE [CRMSelfService] SET ANSI_NULLS OFF
	GO		GO

	ALTER DATABASE [CRMSelfService] SET ANSI_PADDING OFF		ALTER DATABASE [CRMSelfService] SET ANSI_PADDING OFF
	GO		GO

	ALTER DATABASE [CRMSelfService] SET ANSI_WARNINGS OFF		ALTER DATABASE [CRMSelfService] SET ANSI_WARNINGS OFF
	GO		GO

	SET ANSI_NULLS ON		SET ANSI_NULLS ON
	GO		GO

	SET QUOTED_IDENTIFIER ON		SET QUOTED_IDENTIFIER ON
	GO		GO

	CREATE TABLE [dbo].[Visitor](		CREATE TABLE [dbo].[Visitor](
	[Visi_VisitorId] [int] IDENTITY(1,1) NOT NULL,		[Visi_VisitorId] [int] IDENTITY(1,1) NOT NULL,
Line 107:		Line 86:
	) ON [PRIMARY]		) ON [PRIMARY]
	GO		GO

	CREATE TABLE [dbo].[VisitorProfile](		CREATE TABLE [dbo].[VisitorProfile](
	[Prof_ProfileId] [int] IDENTITY(1,1) NOT NULL,		[Prof_ProfileId] [int] IDENTITY(1,1) NOT NULL,

Crmtogetherkb at 09:02, 21 February 2013

2013-02-21T09:02:28Z

← Older revision		Revision as of 10:02, 21 February 2013
Line 4:		Line 4:
	1. Registry		1. Registry

	[HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\eWare\SelfService]		[HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\eWare\SelfService]

	"SSDbDatabaseDriver"="MSSQL"		"SSDbDatabaseDriver"="MSSQL"

	"SSDbEntDatabaseDriver"="MSSQL"		"SSDbEntDatabaseDriver"="MSSQL"

	"SSDbDatabaseServer"="servername\\crmsqlexpress"		"SSDbDatabaseServer"="servername\\crmsqlexpress"

	"SSDbUserName"="sa"		"SSDbUserName"="sa"

	"SSDbEntDatabaseServer"="servername\\crmsqlexpress"		"SSDbEntDatabaseServer"="servername\\crmsqlexpress"

	"SSDbEntUser"="sa"		"SSDbEntUser"="sa"

	"SSDbDatabaseName"="CRMSelfService"		"SSDbDatabaseName"="CRMSelfService"

	"SSDbEntDatabaseName"="CRM"		"SSDbEntDatabaseName"="CRM"

	"SSDbPassword"="password"		"SSDbPassword"="password"

	"SSDbEntPassword"="password"		"SSDbEntPassword"="password"


Line 30:		Line 30:


	--SQL to create the database		--SQL to create the database

	USE [master]		USE [master]
	GO		GO

	CREATE DATABASE [CRMSelfService] ON PRIMARY		CREATE DATABASE [CRMSelfService] ON PRIMARY
	( NAME = N'CRMSelfService', FILENAME = N'CRMSelfService.mdf' , SIZE = 2304KB , MAXSIZE = UNLIMITED, FILEGROWTH = 1024KB )		( NAME = N'CRMSelfService', FILENAME = N'CRMSelfService.mdf' , SIZE = 2304KB , MAXSIZE = UNLIMITED, FILEGROWTH = 1024KB )
	LOG ON		LOG ON
	( NAME = N'CRMSelfService_log', FILENAME = N'CRMSelfService_log.LDF' , SIZE = 576KB , MAXSIZE = 2048GB , FILEGROWTH = 10%)		( NAME = N'CRMSelfService_log', FILENAME = N'CRMSelfService_log.LDF' , SIZE = 576KB , MAXSIZE = 2048GB , FILEGROWTH = 10%)
	GO		GO

	ALTER DATABASE [CRMSelfService] SET COMPATIBILITY_LEVEL = 100		ALTER DATABASE [CRMSelfService] SET COMPATIBILITY_LEVEL = 100
	GO		GO
			IF (1 = FULLTEXTSERVICEPROPERTY('IsFullTextInstalled'))
			begin
			EXEC [CRMSelfService].[dbo].[sp_fulltext_database] @action = 'enable'
			end
			GO

	~~IF (1 = FULLTEXTSERVICEPROPERTY('IsFullTextInstalled'))~~
	~~begin~~
	~~EXEC [CRMSelfService].[dbo].[sp_fulltext_database] @action = 'enable'~~
	~~end~~
	GO

	ALTER DATABASE [CRMSelfService] SET ANSI_NULL_DEFAULT OFF		ALTER DATABASE [CRMSelfService] SET ANSI_NULL_DEFAULT OFF
	GO		GO

	ALTER DATABASE [CRMSelfService] SET ANSI_NULLS OFF		ALTER DATABASE [CRMSelfService] SET ANSI_NULLS OFF
	GO		GO

	ALTER DATABASE [CRMSelfService] SET ANSI_PADDING OFF		ALTER DATABASE [CRMSelfService] SET ANSI_PADDING OFF
	GO		GO

	ALTER DATABASE [CRMSelfService] SET ANSI_WARNINGS OFF		ALTER DATABASE [CRMSelfService] SET ANSI_WARNINGS OFF
	GO		GO

	SET ANSI_NULLS ON		SET ANSI_NULLS ON
	GO		GO

	SET QUOTED_IDENTIFIER ON		SET QUOTED_IDENTIFIER ON
	GO		GO

	CREATE TABLE [dbo].[Visitor](		CREATE TABLE [dbo].[Visitor](
	[Visi_VisitorId] [int] IDENTITY(1,1) NOT NULL,		[Visi_VisitorId] [int] IDENTITY(1,1) NOT NULL,
	[Visi_VisitorKey] [nvarchar](50) NULL,		[Visi_VisitorKey] [nvarchar](50) NULL,
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	[Visi_UpdatedDate] [datetime] NULL,		[Visi_UpdatedDate] [datetime] NULL,
	[visi_userid] [int] NULL		[visi_userid] [int] NULL
	) ON [PRIMARY]		) ON [PRIMARY]
	GO		GO

	CREATE TABLE [dbo].[VisitorProfile](		CREATE TABLE [dbo].[VisitorProfile](
	[Prof_ProfileId] [int] IDENTITY(1,1) NOT NULL,		[Prof_ProfileId] [int] IDENTITY(1,1) NOT NULL,
	[Prof_VisitorID] [int] NULL,		[Prof_VisitorID] [int] NULL,
Line 115:		Line 115:
	[Prof_CreatedDate] [datetime] NULL,		[Prof_CreatedDate] [datetime] NULL,
	[Prof_UpdatedDate] [datetime] NULL		[Prof_UpdatedDate] [datetime] NULL
	) ON [PRIMARY]		) ON [PRIMARY]
			GO
	GO

Crmtogetherkb at 20:20, 11 December 2011

2011-12-11T20:20:47Z

← Older revision		Revision as of 21:20, 11 December 2011
Line 28:		Line 28:

	2. Database		2. Database


	3.


	~~----~~

Crmtogetherkb at 20:19, 11 December 2011

2011-12-11T20:19:47Z

← Older revision		Revision as of 21:19, 11 December 2011
Line 3:		Line 3:

	1. Registry		1. Registry

			[HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\eWare\SelfService]

			"SSDbDatabaseDriver"="MSSQL"

			"SSDbEntDatabaseDriver"="MSSQL"

			"SSDbDatabaseServer"="servername\\crmsqlexpress"

			"SSDbUserName"="sa"

			"SSDbEntDatabaseServer"="servername\\crmsqlexpress"

			"SSDbEntUser"="sa"

			"SSDbDatabaseName"="CRMSelfService"

			"SSDbEntDatabaseName"="CRM"

			"SSDbPassword"="password"

			"SSDbEntPassword"="password"


	2. Database		2. Database

Crmtogetherkb at 19:03, 11 December 2011

2011-12-11T19:03:59Z

← Older revision		Revision as of 20:03, 11 December 2011
Line 1:		Line 1:

	Self-Service check list		Self-Service check list

	----		----

	1. ~~Regsitry~~		1. Registry

	2. Database		2. Database


			3.


			----


	--SQL to create the database		--SQL to create the database

	USE [master]		USE [master]
	GO		GO

	CREATE DATABASE [CRMSelfService] ON PRIMARY		CREATE DATABASE [CRMSelfService] ON PRIMARY
	( NAME = N'CRMSelfService', FILENAME = N'CRMSelfService.mdf' , SIZE = 2304KB , MAXSIZE = UNLIMITED, FILEGROWTH = 1024KB )		( NAME = N'CRMSelfService', FILENAME = N'CRMSelfService.mdf' , SIZE = 2304KB , MAXSIZE = UNLIMITED, FILEGROWTH = 1024KB )
Line 16:		Line 23:
	( NAME = N'CRMSelfService_log', FILENAME = N'CRMSelfService_log.LDF' , SIZE = 576KB , MAXSIZE = 2048GB , FILEGROWTH = 10%)		( NAME = N'CRMSelfService_log', FILENAME = N'CRMSelfService_log.LDF' , SIZE = 576KB , MAXSIZE = 2048GB , FILEGROWTH = 10%)
	GO		GO

	ALTER DATABASE [CRMSelfService] SET COMPATIBILITY_LEVEL = 100		ALTER DATABASE [CRMSelfService] SET COMPATIBILITY_LEVEL = 100
	GO		GO

	IF (1 = FULLTEXTSERVICEPROPERTY('IsFullTextInstalled'))		IF (1 = FULLTEXTSERVICEPROPERTY('IsFullTextInstalled'))
	begin		begin
Line 23:		Line 32:
	end		end
	GO		GO

	ALTER DATABASE [CRMSelfService] SET ANSI_NULL_DEFAULT OFF		ALTER DATABASE [CRMSelfService] SET ANSI_NULL_DEFAULT OFF
	GO		GO

	ALTER DATABASE [CRMSelfService] SET ANSI_NULLS OFF		ALTER DATABASE [CRMSelfService] SET ANSI_NULLS OFF
	GO		GO

	ALTER DATABASE [CRMSelfService] SET ANSI_PADDING OFF		ALTER DATABASE [CRMSelfService] SET ANSI_PADDING OFF
	GO		GO

	ALTER DATABASE [CRMSelfService] SET ANSI_WARNINGS OFF		ALTER DATABASE [CRMSelfService] SET ANSI_WARNINGS OFF
	GO		GO

	SET ANSI_NULLS ON		SET ANSI_NULLS ON
	GO		GO

	SET QUOTED_IDENTIFIER ON		SET QUOTED_IDENTIFIER ON
	GO		GO

	CREATE TABLE [dbo].[Visitor](		CREATE TABLE [dbo].[Visitor](
	[Visi_VisitorId] [int] IDENTITY(1,1) NOT NULL,		[Visi_VisitorId] [int] IDENTITY(1,1) NOT NULL,
Line 74:		Line 90:
	) ON [PRIMARY]		) ON [PRIMARY]
	GO		GO

	CREATE TABLE [dbo].[VisitorProfile](		CREATE TABLE [dbo].[VisitorProfile](
	[Prof_ProfileId] [int] IDENTITY(1,1) NOT NULL,		[Prof_ProfileId] [int] IDENTITY(1,1) NOT NULL,
Line 82:		Line 99:
	[Prof_UpdatedDate] [datetime] NULL		[Prof_UpdatedDate] [datetime] NULL
	) ON [PRIMARY]		) ON [PRIMARY]

	GO		GO



	3.

Crmtogetherkb at 19:01, 11 December 2011

2011-12-11T19:01:38Z

← Older revision		Revision as of 20:01, 11 December 2011
Line 7:		Line 7:

	2. Database		2. Database

			--SQL to create the database
			USE [master]
			GO
			CREATE DATABASE [CRMSelfService] ON PRIMARY
			( NAME = N'CRMSelfService', FILENAME = N'CRMSelfService.mdf' , SIZE = 2304KB , MAXSIZE = UNLIMITED, FILEGROWTH = 1024KB )
			LOG ON
			( NAME = N'CRMSelfService_log', FILENAME = N'CRMSelfService_log.LDF' , SIZE = 576KB , MAXSIZE = 2048GB , FILEGROWTH = 10%)
			GO
			ALTER DATABASE [CRMSelfService] SET COMPATIBILITY_LEVEL = 100
			GO
			IF (1 = FULLTEXTSERVICEPROPERTY('IsFullTextInstalled'))
			begin
			EXEC [CRMSelfService].[dbo].[sp_fulltext_database] @action = 'enable'
			end
			GO
			ALTER DATABASE [CRMSelfService] SET ANSI_NULL_DEFAULT OFF
			GO
			ALTER DATABASE [CRMSelfService] SET ANSI_NULLS OFF
			GO
			ALTER DATABASE [CRMSelfService] SET ANSI_PADDING OFF
			GO
			ALTER DATABASE [CRMSelfService] SET ANSI_WARNINGS OFF
			GO
			SET ANSI_NULLS ON
			GO
			SET QUOTED_IDENTIFIER ON
			GO
			CREATE TABLE [dbo].[Visitor](
			[Visi_VisitorId] [int] IDENTITY(1,1) NOT NULL,
			[Visi_VisitorKey] [nvarchar](50) NULL,
			[Visi_LogonId] [nvarchar](30) NULL,
			[Visi_Password] [nvarchar](12) NULL,
			[Visi_PersonId] [int] NULL,
			[Visi_CompanyId] [int] NULL,
			[Visi_IpAddress] [nvarchar](15) NULL,
			[Visi_Salutation] [nvarchar](10) NULL,
			[Visi_FirstName] [nvarchar](30) NULL,
			[Visi_LastName] [nvarchar](40) NULL,
			[Visi_MiddleName] [nvarchar](30) NULL,
			[Visi_Suffix] [nvarchar](20) NULL,
			[Visi_Gender] [nvarchar](6) NULL,
			[Visi_Title] [nvarchar](30) NULL,
			[Visi_TitleCode] [nvarchar](15) NULL,
			[Visi_CompanyName] [nvarchar](60) NULL,
			[Visi_PhoneCountryCode] [nvarchar](5) NULL,
			[Visi_PhoneAreaCode] [nvarchar](20) NULL,
			[Visi_PhoneNumber] [nvarchar](20) NULL,
			[Visi_FaxCountryCode] [nvarchar](5) NULL,
			[Visi_FaxAreaCode] [nvarchar](20) NULL,
			[Visi_FaxNumber] [nvarchar](20) NULL,
			[Visi_EmailAddress] [nvarchar](50) NULL,
			[Visi_Address1] [nvarchar](40) NULL,
			[Visi_Address2] [nvarchar](40) NULL,
			[Visi_Address3] [nvarchar](40) NULL,
			[Visi_Address4] [nvarchar](40) NULL,
			[Visi_Address5] [nvarchar](40) NULL,
			[Visi_City] [nvarchar](30) NULL,
			[Visi_State] [nvarchar](30) NULL,
			[Visi_Country] [nvarchar](30) NULL,
			[Visi_PostCode] [nvarchar](10) NULL,
			[Visi_Language] [nvarchar](5) NULL,
			[Visi_CreatedDate] [datetime] NULL,
			[Visi_UpdatedDate] [datetime] NULL,
			[visi_userid] [int] NULL
			) ON [PRIMARY]
			GO
			CREATE TABLE [dbo].[VisitorProfile](
			[Prof_ProfileId] [int] IDENTITY(1,1) NOT NULL,
			[Prof_VisitorID] [int] NULL,
			[Prof_ProfileType] [nvarchar](30) NULL,
			[Prof_Details] [nvarchar](120) NULL,
			[Prof_CreatedDate] [datetime] NULL,
			[Prof_UpdatedDate] [datetime] NULL
			) ON [PRIMARY]
			GO



	3.		3.

Crmtogetherkb: Created page with " Self-Service check list ---- 1. Regsitry 2. Database 3."

2011-12-11T18:13:18Z

Created page with " Self-Service check list ---- 1. Regsitry 2. Database 3."

New page

Self-Service check list

----

1. Regsitry

2. Database

3.