Cr - Customize

Front 1

Deployment manager?

Back 1

tool that admins and VARs can use to customize CRM.

Front 2

5 pieces of deployment manager?

Back 2

1) Customization Transport Manager
2) Schema Manager
3) Server Manager
4) License Manager
5) User Manager

Front 3

Customization Transport Manager

Back 3

lets you import, export, and publish customization data

Front 4

Schema Manager

Back 4

provides data customization functionality
edit schema fields
edit and create entity mappings

Front 5

Server Manager

Back 5

Provides server maintenance capabilities. Take online and offline, switching SQL Server db servers and restoring dbs

Front 6

License Manager

Back 6

license management capabilities. view, edit, and delete licenses as necessary

Front 7

User Manager

Back 7

Ability to add new users to a deployment

Front 8

What CRM entitites cannot be exported using Customization Transport Manager?

Back 8

Roles and Subjects

Front 9

use CTM to export what?

Back 9

Views (list, advanced, associated)
Previews
Forms (KB, E-mail, contract)
Schema
Mappings

Front 10

Publish feature of CTM? when to use? 2 reasons

Back 10

1) To make cust available on servers in a deployment
2) Prepare cust for export to another deployment

Front 11

What does publishing do to a cust?

Back 11

It makes it visible from the CRM Web Application

Front 12

Export tool in CTM?

Back 12

Creates a single XML file to export to another CRM deployment.
Last PUBLISHED version of the customization data.
YOU SHOULD publish customizations prior to exporting

Front 13

Import tool in CTM?

Back 13

Prompts to open and publish an exported cust file

Front 14

Who can use Workflow Manager?

Back 14

Sys Admins with at least 1 professional license.

Front 15

Workflow Manager? What do?

Back 15

Automate and customize workflow and sales processes.

Front 16

What does a sysadmin with NO prof license do to customize forms?

Back 16

They use Jscript event handlers

Front 17

What does a sysadmin WITH a prof license do to customize forms?

Back 17

use either the MANUAL script method or use Workflow manager.

However you should use one or the other exclusively within the deployment.

Front 18

4 things that workflow manager does?

Back 18

Creates, modifies, and activates:
1) Workflow rules
2) Workflow rule templates
3) Sales processes (based on OPPORTUNITY object)
4) Sales process templates (based on opportunity object)

Front 19

What is Workflow Monitor used for? 2 things

Back 19

1) To view logs for an manage
1) workflow rules
2) sales process rules

Front 20

Crystal Configuration Manager?

Back 20

Management tool that allows you to confure each Crystal Enterprise server components

Front 21

4 advanced things to do with Crystal Configuration Mgr?

Back 21

1) Default Port Numbers
2) APS database
3) Clustering details
4) SOCKS server connections

Front 22

Rights needed when using CCM?

Back 22

Administrator

Front 23

How do you troubleshoot Workflow?

Back 23

Use the workflow monitor and the event log.

Front 24

CRM integrates with what version of Crstal?

Back 24

Crystal Enterprise 8.5

Front 25

what needed to modify existing reports, add your own, to Crystal Enterprise?

Back 25

Crystal Reports Version 8.5

Front 26

What happens when you disable a Crystal Enterprise Server?

Back 26

prevent it from receiving and responding to new Crystal requests, BUT you don't actually stop the process. Useful to allow users to finish processing.

Front 27

What must be running in order to disable other Crystal servers?

Back 27

The APS must be running.

Front 28

Crystal APS?

Back 28

Automated Process Scheduler.
Requires access to its own system database, called APS database

Front 29

Installing CRM on a server with the full version of Crystal Enterprise Server

Back 29

Avoid it!

Front 30

What if CRM install will support > 500 users (and reporting)

Back 30

Then you need additional Crystal Reports licenses.

Front 31

Arrows in CCM?

Back 31

1) Green (server is running)
2) Yellow (server is starting)
3) Red (server is not running)

Front 32

3 statuses of a server in CCM?

Back 32

1) Started
2) Stopped
3) Enabled

Front 33

What must a server by to respond to Crystal Enterprise requrests? 2 things

Back 33

STARTED and ENBABLED

Front 34

What is a DISABLED server in the context of Crystal?

Back 34

still running, but not accepting requests.

Front 35

What to do before modifying certain props and settings in Crystal?

Back 35

Must STOP the server.

Front 36

Restarting server?

Back 36

A short cut to stopping and starting. Some settings can be changed whilst it's running, but changes not take effect until service is restarted.

Front 37

Steps to change the name of APS or configure the Web Component Server (WCS) to support single sign on?

Back 37

First STOP the server

Front 38

Crystal APS?

Back 38

scheduling, security, and system management services

Front 39

Crystal Cache Server?

Back 39

Stores report pages frequently requested by report viewers

Front 40

Crystal Event Server?

Back 40

Monitors events

Front 41

Crystal Input File Repository Server

Back 41

Provides object storage and management services

Front 42

Crystal Output File Repository Server

Back 42

Provides object storage and management services

Front 43

Crystal Page Server

Back 43

Generates report pages requested by report viewers

Front 44

Crystal Report Job Server

Back 44

Handles off-loaded processing of reports

Front 45

Crystal Web Component Server

Back 45

Provides a single acess point for all web-based requests to the Crystal eBusiness Framework

Front 46

must be running in order to enable or disable other Crystal Enterprise servers?

Back 46

the APS

Front 47

Types of authentications for APS (4 types)

Back 47

Enterprise
LDAP
Windows AD
Windows NT

Front 48

What is the naming convention for services running on other Crystal servers?

Back 48

Computer.ServerType
for example, OPORTO.eventserver

Front 49

APS database and multiple APS services?

Back 49

They all share the same APS database.

Front 50

What happens with Crystal when you install new CRM servers?

Back 50

You get multiple instances of CRM and APS installed, but they all use the same ASP database.

Front 51

multiple CRM and Crystal ENterprise deployments that are independant

Back 51

specify a new APS db during installation

Front 52

Troubleshoot - "Please verify that you have enough Crystal licenses"

Back 52

Use computer management app,
and add "NT Authority\Interactive"
and "NT Authority\Authenticated Users" to the local users group.

Front 53

What do you need to create and publish custom crystal reports? 2 things

Back 53

1) Crystal Reports Version 8.5 OR Crystal Reports Designer
2) Crystal Reports Enhanced edition that comes with the Enhancement CD

Front 54

What is SYSTEM CUSTOMIZATION used for (and where is it)

Back 54

In the settings area.
Used to:
-change field values
-add contraints
-add/remove tabs, sections, fields from screens
-modify/add views

Front 55

Who can use SYSTEM CUSTOMIZATION

Back 55

generally only admins

Front 56

4 nodes in deployment manager?

Back 56

1) Schema Manager
2) Server Manager
3) License Manager
4) User Manager

Front 57

Schema Manager

Back 57

Tool for adding new fields and object mappings in CRM

Front 58

Schema Manager - Attributes

Back 58

Fields associated with each CRM object type

Front 59

Schema Manager - Mappings

Back 59

- configuration that determine the flow of data from one object to another as new objects are created from existing objects

Front 60

Where would you change the SQL server assoc with CRM

Back 60

In Deployment Manager -> Server Manager

Front 61

CRM Records and fields

Back 61

Records are OBJECTS
Fields are ATTRIBUTES

Front 62

another name for OBJECTS?

Back 62

entities

Front 63

prefix for new fields when using schmea manager?

Back 63

CF for "custom field"
plus a third character depending on data type

Front 64

7 characters added as the third character for attributes?

Back 64

1) S string (text)
2) I integer (text)
3) C currency (text)
4) F float
5) D date/time (calendar)
6) B boolean (radio)
7) P picklist (single select list)
8) M memo (scrollable text box) 2,000 characters

Front 65

column and character limit in SQLServer?

Back 65

1024 columns
8060 characters

Front 66

What table and db gets the new attribute definition?

Back 66

the ATTRIBUTES table in the METABASE database

Front 67

What does the account object have more attributes than the AccountBase table has columns?

Back 67

because some info such as addresses have been normalized into other tables.

Front 68

Spaces and adding a new schema field?

Back 68

Can't have spaces when adding in Schema manager. You add the spaces later when adding the attribute to the form.

Front 69

Conversion Mapping?

Back 69

Definition of how fields flow from source to target

Front 70

4 Rules for mapping 2 fields?

Back 70

1) identical data types
2) data must not be truncated
3) a mapping field can only be mapped to 1 receiving field. Afterwards, both fields disappear
4) however, yes you can map same field to different objects

Front 71

Picklist details? 2 things

Back 71

1) Actually an integer value defining the order.
2) start with value of 1

Front 72

picklists represented in the entity mapper? 2 things

Back 72

Picklist type and virtual type

Front 73

What if you map 1 picklist to another picklist

Back 73

CRM tx the integer index value regardless of the virtual text.
HOWEVER, if you map the VIRTUAL field of a picklist, CRM takes care of the translation for you.

Front 74

Mapping custom pick list virtual field to a standard picklist?

Back 74

NO!!! can't do it. For this scenario you must use the integer value (and be careful when modifying!)

Front 75

Where is the CTM located?

Back 75

Right click the root node in Deployment Manager

Front 76

Talk about publishing objects? (all or what?)

Back 76

have the option to pick which objects to publish.

Front 77

What if customization doesn't show up right away?

Back 77

reset iis

Front 78

8 things you're exporting customizations from 1 server to another?

Back 78

1) Attributes
2) Mappings
3) GUI
4) Queries (custom filtered views)
5) KB Article templates
6) Service Contract Templates
7) Email templates
8) Pointers for custom tabs

Front 79

When would you import custom XML?

Back 79

On a CLEAN install of CRM only!

Front 80

Custom Export XML and custom added code?

Back 80

Contains pointers, but not the actual code.

Front 81

During Export XML creation where are errors written?

Back 81

Windows Event Viewer on the CRM server with source of DMSNAPIN

Front 82

Source name for errors assoc with Export XML creation?

Back 82

DMSNAPIN

Front 83

Where is workflow stored?

Back 83

in the CRM database in tables beginning with the WF prefix

Front 84

eresource links

Back 84

Can't be done in System Customization.

Front 85

schema tab do when customizing a form field?

Back 85

whether field:
-has no constraint
-business required
-business recommended

Front 86

Values tab when adding form fields, and moving picklist values around

Back 86

Lets you edit the values that the user sees.
When doing picklists, the actual number behind the virtual value won't change when moving them up and down which is why entity mapper lets you map by the VIRTUAL value for pick lists.

Front 87

Status and Status Reason fields.

Back 87

Status Reason is user editable. Admin can change the values for this picklist.
Status is non-editable field...changes by taking an action on an object

Front 88

Removal of system fields when doing forms customizations?

Back 88

Some system fields CANNOT be removed.

Front 89

How many preview types for each record type?

Back 89

1 AND ONLY 1!

Front 90

Customizing previews and the way a field is tagged?

Back 90

You must go to customize FORM. Otherwise the field name not the LABEL is displayed!

Front 91

3 types of views when customizing?

Back 91

1) Main View (when an objects main tab is clicked)
2) Associated View (view when the object is linked to from another object)
3) Advanced find view (record listing that is displayed in the Advanced Find view)

Front 92

View filtering and its limitation

Back 92

Cannot extend to logical users.
For example cannot create a view to display my in-progress opportunities.

Front 93

Discuss Views 4 things

Back 93

1) Global
2) Do not extend to logical users
3) User only sees that which they have permission to see
4) can show any columns in the field view, but primary colmumn cannot be changed

Front 94

3 types of views when customizing?

Back 94

1) Main View (when an objects main tab is clicked)
2) Associated View (view when the object is linked to from another object)
3) Advanced find view (record listing that is displayed in the Advanced Find view)

Front 95

View filtering and its limitation

Back 95

Cannot extend to logical users.
For example cannot create a view to display my in-progress opportunities.

Front 96

Discuss Views 4 things

Back 96

1) Global
2) Do not extend to logical users
3) User only sees that which they have permission to see
4) can show any columns in the field view, but primary colmumn cannot be changed

Front 97

4 types of stop when doing workflow?

Back 97

1) Complete
2) Abort
3) Complete and stop processing other rules
4) Abort and stop processing other rules

Front 98

Difference between COMPLETE vs ABORT?

Back 98

how the rule is logged in workflow monitor
Complete = FINISHED
Abort = ABORTED

Front 99

Types of conditions? 3

Back 99

Check Conditions
Check For
Wait For

Front 100

Difference between a sales process and a rule?

Back 100

Sales processes have STAGES

Front 101

3 levels of detail in workflow monitor

Back 101

summary
log
detail

Front 102

what can do from workflow log screen?

Back 102

export to xml
or purge the log

Front 103

Worfklow and Security

Back 103

Go to the sales tab, and use the Workflow Process Instance privilege