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TE004 Smart Change Management with Sage CRM Component Manager

Learn how to effectively use the Component Manager in Sage CRM to package and reuse implementation-specific customizations. This session will provide tips on the process of creating components and using CRM development tools.

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TE004 Smart Change Management with Sage CRM Component Manager

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  1. TE004 Smart Change Management with Sage CRM Component Manager Robert Tan

  2. Session Abstract • The Component Manager functionality supports the movement of customized data across different CRM implementation sites. • It allows implementers, Pre-Sales Consultants, and Certified Partners to package and reuse implementation-specific customizations in future implementations. • This session will examine the process by which a component is made. • The session will provide clear tips on how best to use this aspect of the CRM development tools.

  3. Agenda page • Introducing the API & Open Product Architecture • Extensibility & Connectivity • Components • Types of Component • Packaging and Distribution • Hints and Tips

  4. Use of SDK

  5. Extensibility Module Blocks

  6. CRM Component Manager • Create Complete Add On Components • “Record & Play” Mechanism • Do customizations using front end • Automatically generate scripting to re-create customizations • Allow for editing of script files • Allow for install parameters • Component Packages contain • New objects (e.g. Menus, Tabs, Screens, Database, Workflow) • Customized objects • ASP & Other Files • Install shield like behaviour.

  7. Extending the Data Model • Add a new Entity • Create a new table in the CRM database and link into the system • Create management screens for new table • Search and list screen • Data entry and edit screen • Workflow on the new entity • Import Entity to second system

  8. Component Dos • Start a new component for new customisations • Consider a new component a day. You can merge them afterwards • Give components meaningful names • Easier to manage. • The Description not the file name is shown when loading. • Make use of the ecf file parameters to control your components • E.g. 'MultipleInstalls=Y' allows component to be run more than once on the same install.

  9. Component Don’ts • Don't forget to stop recording when you are finished. • You will have to edit the component • Don't forget the component manager include: • Reports • Saved searches • Don't forget you to comment your component. • Comments in es file • Parameters in the ecf file • More user friendly to run

  10. Creating ZIP file. Create Component zip file manually Have to get the structure right Workflows Component Manager does not script out Workflows Edit Workflow, click on the Preview List button and manually include in ES file. If something added to Screen List Tab group Component manager scripts out entire group Depending on the situation Just one item to be added or Entire group to be replaced. Edit script to remove changes not required. Points to Watch

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