Troubleshooting
1. CRM Indexor service not indexing
This uses a folder in the library called
...Sage\CRM\CRM71a\Library\FullText.ix
If you delete this folder and restart the “CRM Indexer service” this should repopulate and correct the issue
Ref: https://community.sagecrm.com/user_community/f/84/p/5514/13711.aspx#13711
2. Moving CRM (web services not working - 'Class not registered, ClassID')
Open command prompt on CRMDotNet folder
Example Folder: C:\Program Files (x86)\Sage\CRM\CRMDotNet\6.2
Unregister:
gacutil /uf SageCRMNet
regasm /unregister SageCRMNet.dll
gacutil /uf SageCrmWrapper
regasm /unregister SageCrmWrapper.dll
Register:
gacutil /if SageCrmWrapper.dll
gacutil /if SageCRMNet.dll
regasm SageCRMNet.dll
Also make sure to install MSXML parser 4.0 (later versions will not suffice) - this comes with a CRM install
3. "Error, you need to be an administrator on the CRM server to use this function." So in IIS, expand the server name in the list where web deployment or CRM is running, then expand Web Sites, then Default Web Site.
Right-click the name of the CRM instance and click Properties.
Click the Directory Security tab, then Edit in the Anonymous access and authentication control.
In the Authentication Methods window, check the "Integrated Windows authentication" option. Select Anonymous Authentication, click edit, set the credentials to use "Application pool identity".
Click OK to exit the windows.
An IIS reset will be warranted after making this change.
Ref: https://community.sagecrm.com/user_community/f/84/p/3439/7576.aspx#7576
- If you get a windows challenge you need to disable the "Windows Authentication".
4. SQL Express default password for Sage CRM
In SQL Express the default password is
SageCRMv71
5. Registry
The sage crm core settings are stored in the windows registry
Sample path
HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\eWare\Config\/CRM
you can change the core crm db here if needed
Currency not set
This can be caused by data in the system having a wrong/invalid currency. We have seen lists not display due to this even though the data that they select has valid data. The fix for this is to update the data _CID values so that they have a valid currency (used in the system)
This Quote/Order is read only because of changes made in the OE Admin
This error occurs, when the Pricelist field is not shown on the the Quotessummary screen.
I have a workaround, the default value of this list is "default" and the field security is readonly, so no one can change this settings. this will only be practicalbe when only the default pricelist is configured.
Ref:https://community.sagecrm.com/user_community/f/84/t/3589.aspx