Self-Service

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. 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

---

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

 --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. 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.