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slxdeveloper.com Community Forums |
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The Forums on slxdeveloper.com are now retired. The forum archive will remain available for the time being. Thank you for your participation on slxdeveloper.com!
Forum to discuss writing script in Architect plugins for SalesLogix & general SalesLogix customization topics (for Windows client only). View the code of conduct for posting guidelines.
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Help
Posted: 15 Jun 09 7:23 AM
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Hi, I have a requirement to do some customization for my customer, who is currently using the Saleslogix LAN 7.0. I have installed the SLX software in my machine. I would like to setup the same environment like the one my customer having... So please let me know what are the things i need. (Like their DB). Is it enough to get their database only to get their customizations here or i need to get the bundles separately along with their database.
Please let me know. What else i need |
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Re: Help
Posted: 16 Jun 09 1:40 AM
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As long as you have installed Saleslogix on your pc/laptop; connected on the same LAN to the same server which contains the database, you will be on the same enviroment. You will also need to have the Saleslogix LAN Architect installed on your pc/laptop to do the customizations required. Does that help? |
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Re: Help
Posted: 16 Jun 09 9:30 AM
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A little further expanded details. If you want to set up a complete duplicate system as your client you will need the following: 1 A SQL backup of their database. 2 The SLX Server components (SLX Server, Admin, Architect)> These should be at the same level as you clients, including service pack and hotfix levels. Compare their executable versions to yours. 3 The SLX Client. 4 You will need to restore the DB to your own SQL server 5 You will need to clear out the sync path in the SYNCSERVER table in order to login. 6 Provided you dont need to test out attachments or library functionaity from your client you can leave those paths as set in the BRANCHOPTIONS table 7 You will need to configure your SLX Server to point to the restored SLX DB. This will clear out the path fron your client's site. That is OK as it is just changing the setting in your DB 8 You will need to add an alias to your SLX server for use with the architect, admin, and client applications.
You dont need their bundles. All customizations should be contained in the database. (Provided they are not using some external executables in their customizations). Good luck! |
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Re: Help
Posted: 17 Jun 09 8:11 AM
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Here is a sql script I put together to prepare a slx database to be used for dev or test. You will need to change it to meet your needs...
/* This script prepares a slx database to be used as a test environment The scripts set file paths to point to the SLX_Test directory on WATFS04 for synch testing. It removes all FTP profiles to ensure... production remote TEF's do are not pulled and processed by remote synch's */
/* Before running this script, BESURE Query Analyser is pointing to the test database you wish to use. If you run this script against production you will disable sycnchronization to all remote databases */
/* Ensure the sysdba user and others are properly registered on this server. */ sp_change_users_login 'Update_One', 'sysdba', 'sysdba'; sp_change_users_login 'Update_One', 'slxinq', 'slxinq'; sp_change_users_login 'Update_One', 'slxcredb', 'slxcredb';
/* Change the file attachment path so that it is not pointing to production */ update branchoptions set attachmentpath='\\Watfs04\SLXDATA\SLX_Test\Documents', saleslibrarypath ='\\Watfs04\SLXDATA\SLX_Test\Library';
/* Ensure the synch server does not pull and process production workgroup logs */ update syncserver set serverpath='\\Watfs04\SLXDATA\SLX_Test\logging' ;
/* Ensure the synch server does not pull and process production TEF files from the FTP server */ delete synctransfer;
/* Set the user windows auth field to False */ update userinfo set usewindowsauth = 'F';
/* disable all userids, except Admin */ update usersecurity set enabled = 'F' where userid <> 'ADMIN'; |
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