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103 Cards in this Set

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  • Back
Deployment manager?
tool that admins and VARs can use to customize CRM.
5 pieces of deployment manager?
1) Customization Transport Manager
2) Schema Manager
3) Server Manager
4) License Manager
5) User Manager
Customization Transport Manager
lets you import, export, and publish customization data
Schema Manager
provides data customization functionality
edit schema fields
edit and create entity mappings
Server Manager
Provides server maintenance capabilities. Take online and offline, switching SQL Server db servers and restoring dbs
License Manager
license management capabilities. view, edit, and delete licenses as necessary
User Manager
Ability to add new users to a deployment
What CRM entitites cannot be exported using Customization Transport Manager?
Roles and Subjects
use CTM to export what?
Views (list, advanced, associated)
Previews
Forms (KB, E-mail, contract)
Schema
Mappings
Publish feature of CTM? when to use? 2 reasons
1) To make cust available on servers in a deployment
2) Prepare cust for export to another deployment
What does publishing do to a cust?
It makes it visible from the CRM Web Application
Export tool in CTM?
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
Import tool in CTM?
Prompts to open and publish an exported cust file
Who can use Workflow Manager?
Sys Admins with at least 1 professional license.
Workflow Manager? What do?
Automate and customize workflow and sales processes.
What does a sysadmin with NO prof license do to customize forms?
They use Jscript event handlers
What does a sysadmin WITH a prof license do to customize forms?
use either the MANUAL script method or use Workflow manager.

However you should use one or the other exclusively within the deployment.
4 things that workflow manager does?
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)
What is Workflow Monitor used for? 2 things
1) To view logs for an manage
1) workflow rules
2) sales process rules
Crystal Configuration Manager?
Management tool that allows you to confure each Crystal Enterprise server components
4 advanced things to do with Crystal Configuration Mgr?
1) Default Port Numbers
2) APS database
3) Clustering details
4) SOCKS server connections
Rights needed when using CCM?
Administrator
How do you troubleshoot Workflow?
Use the workflow monitor and the event log.
CRM integrates with what version of Crstal?
Crystal Enterprise 8.5
what needed to modify existing reports, add your own, to Crystal Enterprise?
Crystal Reports Version 8.5
What happens when you disable a Crystal Enterprise Server?
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.
What must be running in order to disable other Crystal servers?
The APS must be running.
Crystal APS?
Automated Process Scheduler.
Requires access to its own system database, called APS database
Installing CRM on a server with the full version of Crystal Enterprise Server
Avoid it!
What if CRM install will support > 500 users (and reporting)
Then you need additional Crystal Reports licenses.
Arrows in CCM?
1) Green (server is running)
2) Yellow (server is starting)
3) Red (server is not running)
3 statuses of a server in CCM?
1) Started
2) Stopped
3) Enabled
What must a server by to respond to Crystal Enterprise requrests? 2 things
STARTED and ENBABLED
What is a DISABLED server in the context of Crystal?
still running, but not accepting requests.
What to do before modifying certain props and settings in Crystal?
Must STOP the server.
Restarting server?
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.
Steps to change the name of APS or configure the Web Component Server (WCS) to support single sign on?
First STOP the server
Crystal APS?
scheduling, security, and system management services
Crystal Cache Server?
Stores report pages frequently requested by report viewers
Crystal Event Server?
Monitors events
Crystal Input File Repository Server
Provides object storage and management services
Crystal Output File Repository Server
Provides object storage and management services
Crystal Page Server
Generates report pages requested by report viewers
Crystal Report Job Server
Handles off-loaded processing of reports
Crystal Web Component Server
Provides a single acess point for all web-based requests to the Crystal eBusiness Framework
must be running in order to enable or disable other Crystal Enterprise servers?
the APS
Types of authentications for APS (4 types)
Enterprise
LDAP
Windows AD
Windows NT
What is the naming convention for services running on other Crystal servers?
Computer.ServerType
for example, OPORTO.eventserver
APS database and multiple APS services?
They all share the same APS database.
What happens with Crystal when you install new CRM servers?
You get multiple instances of CRM and APS installed, but they all use the same ASP database.
multiple CRM and Crystal ENterprise deployments that are independant
specify a new APS db during installation
Troubleshoot - "Please verify that you have enough Crystal licenses"
Use computer management app,
and add "NT Authority\Interactive"
and "NT Authority\Authenticated Users" to the local users group.
What do you need to create and publish custom crystal reports? 2 things
1) Crystal Reports Version 8.5 OR Crystal Reports Designer
2) Crystal Reports Enhanced edition that comes with the Enhancement CD
What is SYSTEM CUSTOMIZATION used for (and where is it)
In the settings area.
Used to:
-change field values
-add contraints
-add/remove tabs, sections, fields from screens
-modify/add views
Who can use SYSTEM CUSTOMIZATION
generally only admins
4 nodes in deployment manager?
1) Schema Manager
2) Server Manager
3) License Manager
4) User Manager
Schema Manager
Tool for adding new fields and object mappings in CRM
Schema Manager - Attributes
Fields associated with each CRM object type
Schema Manager - Mappings
- configuration that determine the flow of data from one object to another as new objects are created from existing objects
Where would you change the SQL server assoc with CRM
In Deployment Manager -> Server Manager
CRM Records and fields
Records are OBJECTS
Fields are ATTRIBUTES
another name for OBJECTS?
entities
prefix for new fields when using schmea manager?
CF for "custom field"
plus a third character depending on data type
7 characters added as the third character for attributes?
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
column and character limit in SQLServer?
1024 columns
8060 characters
What table and db gets the new attribute definition?
the ATTRIBUTES table in the METABASE database
What does the account object have more attributes than the AccountBase table has columns?
because some info such as addresses have been normalized into other tables.
Spaces and adding a new schema field?
Can't have spaces when adding in Schema manager. You add the spaces later when adding the attribute to the form.
Conversion Mapping?
Definition of how fields flow from source to target
4 Rules for mapping 2 fields?
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
Picklist details? 2 things
1) Actually an integer value defining the order.
2) start with value of 1
picklists represented in the entity mapper? 2 things
Picklist type and virtual type
What if you map 1 picklist to another picklist
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.
Mapping custom pick list virtual field to a standard picklist?
NO!!! can't do it. For this scenario you must use the integer value (and be careful when modifying!)
Where is the CTM located?
Right click the root node in Deployment Manager
Talk about publishing objects? (all or what?)
have the option to pick which objects to publish.
What if customization doesn't show up right away?
reset iis
8 things you're exporting customizations from 1 server to another?
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
When would you import custom XML?
On a CLEAN install of CRM only!
Custom Export XML and custom added code?
Contains pointers, but not the actual code.
During Export XML creation where are errors written?
Windows Event Viewer on the CRM server with source of DMSNAPIN
Source name for errors assoc with Export XML creation?
DMSNAPIN
Where is workflow stored?
in the CRM database in tables beginning with the WF prefix
eresource links
Can't be done in System Customization.
schema tab do when customizing a form field?
whether field:
-has no constraint
-business required
-business recommended
Values tab when adding form fields, and moving picklist values around
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.
Status and Status Reason fields.
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
Removal of system fields when doing forms customizations?
Some system fields CANNOT be removed.
How many preview types for each record type?
1 AND ONLY 1!
Customizing previews and the way a field is tagged?
You must go to customize FORM. Otherwise the field name not the LABEL is displayed!
3 types of views when customizing?
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)
View filtering and its limitation
Cannot extend to logical users.
For example cannot create a view to display my in-progress opportunities.
Discuss Views 4 things
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
3 types of views when customizing?
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)
View filtering and its limitation
Cannot extend to logical users.
For example cannot create a view to display my in-progress opportunities.
Discuss Views 4 things
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
4 types of stop when doing workflow?
1) Complete
2) Abort
3) Complete and stop processing other rules
4) Abort and stop processing other rules
Difference between COMPLETE vs ABORT?
how the rule is logged in workflow monitor
Complete = FINISHED
Abort = ABORTED
Types of conditions? 3
Check Conditions
Check For
Wait For
Difference between a sales process and a rule?
Sales processes have STAGES
3 levels of detail in workflow monitor
summary
log
detail
what can do from workflow log screen?
export to xml
or purge the log
Worfklow and Security
Go to the sales tab, and use the Workflow Process Instance privilege