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The CRM Setup Factory Extractor User Guide

1. Package Output Log Loaded The following is a list explaining the items shown in the above image Description The tree view of the file system Displays the contents of the selected folder in the tree view 1 The treeview of the target file system This contains 3 default folders gt Program Files Represents the target systems Program Files 2009 CRM Systems Inc January 2009 21CRM Setup Factory Extractor User s Guide gt Custom Pages Represents the custom pages directory of the target systems CRM instance gt Desktop Represents the Desktop of the target system Displays the contents of the selected folder in the tree view 3 on the target system You can add new folders here by right clicking and adding a directo ry Add Directory To add files drag and drop them into the target systems file structure 4 Now that all the entities to be extracted have been selected it is time for the actual extraction The following buttons are always visible and can be clicked at any time from any tab 2009 CRM Systems Inc January 2009 21CRM Setup Factory Extractor User s Guide Coaching CRM Setup Factory Extractor Connected 6 0 File Tools Help f Enter information Connect Entities Reports workflow Tabs Custom Scripts Merge Fields Granular Items Files Coaching Summary Select the desired coaching
2. PARAM Cobj_FTableFCol Box PARAM CObj_TargetList PARAM CRM_UID PARAM CRM_UID Insert Block Al GO The following is a list explaining the items shown in the above image Description This is the area where you will write your scripts The script editor offers syntax highlighting for all c21 script files to help ensure a properly formatted script file This list contains all the recognized script types and allows you to select the desired type to view the outline of how a properly formatted block should look The description for the selected script type is displayed here It displays how many parameters are required for the script type block and their corresponding values in the CRM database Clicking this button will insert an empty script block of the selected type into the script You will not be able to add a script block to a script of another type Attempting to insert a DBCreate script into a Custom_ScreenObject script results in a message box indicating that the action is invalid 2009 CRM Systems Inc January 2009 21CRM Setup Factory Extractor User s Guide To open close or save a script simply select the appropriate action from the File menu Selecting Save As will allow you to save a copy of the script to your file system while leaving the original script unaltered and in its original location The original script file will still be used but this will allow you to
3. Cancel lt Back T 2009 CRM Systems Inc January 2009 21CRM Setup Factory Extractor User s Guide This window shows the progress of the installation Once the installation has completed the following window will be shown ie 21CRM Setup Factory Extractor p 5 xi 1 y V Installation Complete y CRM N 21CRM Setup Factory Extractor has been successfully installed Click Close to exit Please use Windows Update to check for any critical updates to the NET Framework This window indicates that the installation has completed successfully If you received an error while installing ensure that the target machine meets the prerequisites outlined in the prerequisites section CRM Setup Factory Extractor is now installed and ready to use 2009 CRM Systems Inc January 2009 21CRM Setup Factory Extractor User s Guide Step 2 Utilization What is CRM Setup Factory Extractor CRM Setup Factory Extractor is a NET application that allows the migration of all or part of a CRM system to another You can quickly add customized tables and related metadata to another system For example move a development system to a live system or perhaps create a backup of a system before any new radical changes are done or distribute your customizations to multiple servers CRM Setup Factory Extractor provides a user friendly interface that will allow you to easily view and extract existing Tables Screens Wo
4. a summary panel that will show you the proper syntax for the script you are currently working on and the required parameters and their corresponding fields in the CRM database 2009 CRM Systems Inc January 2009 21CRM Setup Factory Extractor User s Guide Opening the Script Editor There are several ways to open the script editor and they are outlined below e Start Menu After installation a shortcut should have been added to your start menu under the CRM node All Programs A esters om Documentation E CRM Setup Factory Extractor CRM Setup Factory Script Editor e CRM Setup Factory Extractor From the CRM Setup Factory Extractor interface you can use the Tools menu to launch the script editor e Script File Double clicking on a script file from Widows explorer will launch the Script Editor 21 CUSTOM_CAPTIONS c21 2009 CRM Systems Inc January 2009 21CRM Setup Factory Extractor User s Guide Using CRM Setup Factory Script Editor Once the Script Editor is open you will be presented with the following interface CREATE_SCREENOBJECT Script Type CUSTOM_SCREENOBJECT Description PARAM CObj_Name PARAM CObj_Type PARAM CObyj_EntityName PARAM COby_UseEntity PARAM CObj_AllowDelete PARAM CObyj_TargetTable PARAM CObj_Properties PARAM g PARAM Cobj_CustomContent PARAM 7 CRM_UID PARAM COMPONENT GO PARAM Cobj_FTable CREATE_SCREENOBJECT
5. and or supplements the product that formed the basis for your eligibility for the upgrade You may use the resulting upgraded product only in accordance with the terms of this EULA If this SOFTWARE is an upgrade of a component to a package of software programs that you licensed as a single product this SOFTWARE may be used and transferred only as part of that single product package and may not be separated for use on more than one computer COPYRIGHT All title and copyrights in and to this SOFTWARE including by not limited to any images photographs animations video audio music text and controls script or applets incorporated into this SOFTWARE accompanying printed materials and any copies of this SOFTWARE are owned by CRM Systems Inc or its licensed partners This SOFTWARE is protected by copyright laws and international treaty provisions You must treat this SOFTWARE with the same degree of care and concern as any other copyrighted material with the exception that you may install this SOFTWARE on a single computer provided you keep the original solely for backup or archival purposes You may not copy the printed materials accompanying this SOFTWARE MULTIPLE MEDIA SOFTWARE You may receive this SOFTWARE ina number of distinct media Regardless of the type of medium or size of the material encoded or recorded on that medium you may use only one medium as you deem most appropriate for your single computer You may not use or install t
6. back up a specific script file After you have altered the desired scripts you must compile the scripts into the SetupFactroy exe installer You can accomplish this by opening CRM Setup Factory Extractor and loading the project that contains the scripts you edited and clicking on the Create Installer button for more information on the creation of the installer see the section labeled Extraction above 2009 CRM Systems Inc January 2009 21CRM Setup Factory Extractor User s Guide Using CRM Setup Factory Installer What is CRM Setup Factory Installer CRM Setup Factory Installer is an application that is automatically created when you click the Package button in CRM Setup Factory Extractor under the project directory in a folder named Installer The CRM Setup Factory Installer is what plays the extracted scripts back on the target machine The installer consists of four files which all need to be in the same directory for the application to run They are outlined below Name Size Type S CRMSetupFactory dill 632KB Application Extension err dil 212KB Application Extension Files zip 3KB Compressed zipped Folder SetupFactory exe 544KB Application SetupFactory exe This is the executable that you will execute to install the extracted objects on the target system Files zip This file contains all the files that were selected to be installed on the target system NOTE Even though this
7. captions from the top grid and click add to move it to the bottom grid E yu are about to enter a new Opportunity into the system If you began adding the Opportunity while you were in the context of a C Act8108Key4 You manage your diary from this work area You can view your Appointments and Tasks in list mode or in calendar mode To switch Act47173Key20 This is the standard lt b gt Person lt b gt find screen Enter search criteria in the fields below and select the Find action button on the tig Add Remove le Add All Remove All Action Capt US A Extract Package Output Log Loaded Under the coaching tab you can pick which coaching items you wish to add to the package Simply select and click on Add Remove Add all Remove All to keep which Coaching items you would like to transfer 2009 CRM Systems Inc January 2009 21CRM Setup Factory Extractor User s Guide Extraction To create the installer that will play back the extraction you will need to use the Extract and Package buttons respectively The Package button will not become enabled until a successful extraction has been completed These buttons should only be used after you have selected all the items you would like to extract and after you have used the script editor to edit your scripts Append To Existing Scripts A Extract J Package The following is a list explaining the items shown
8. in the above image Description This check box indicates to only extract data that has not yet been extracted and append the information to the existing scripts If you have removed any objects from the project it is recommended that you leave this unchecked to get a fresh set of scripts excluding the objects that were removed Clicking this button will begin the extraction process During the extraction process the Log Output textbox will be populated as well as a progress bar will indicate the progress of the extraction After a successful extraction or if the current project has been extracted before this button becomes enabled Clicking it will create the executable that is used to install the extracted objects into the target system This creates four files in the Installer folder under the project directory they are as follows SetupFactory exe This is the executable that you will execute to install the extracted objects on the target system Files zip This file contains all the files that were selected to be installed on the target system NOTE Even though this is a zip file modifying it in any way will corrupt the file and you will need to recreate the file from CRM Setup Factory Extractor CRMSetupFactory dll Application extension required by SetupFactory exe EIF dll Application extension required by SetupFactory exe You must copy all four of these files to the
9. link to view the selected reports This is the same list that is displayed under the summary tab Use this button to update the list of reports marked for extraction Use this button to clear the list of reports marked for extraction Use this button to mark all reports for extraction Lists the report categories that were found in the system Selecting one populates the list of reports in the selected category This is a list of all the reports in the selected category To mark a report for extraction select it and click the updated button After all the desired reports have been marked for extract the next step is to select which workflow entities to extract from the system This is accomplished from the Add Workflow tab 2009 CRM Systems Inc January 2009 21CRM Setup Factory Extractor User s Guide Workflow The Workflow section of CRM Setup Factory Extractor displays all the CRM Workflows in the source database Workflows are extracted on an all or none basis An extracted workflow from the source database will overwrite any workflow in the target database with an identical name The structure or content of a workflow cannot be viewed or modified within the user interface of CRM Setup Factory Extractor you should use the Sage CRM workflow editor for this purpose The following is a list explaining the items shown in the above image Description Lists the
10. link to view the selected tabs This is the same list that is displayed under the summary tab Use this button to update the list of tabs marked for extraction Use this button to clear the list of tabs marked for extraction Use this button to mark all tabs for extraction Lists the tab entities that where found in the system Selecting one populates the list of tabs from the selected entity Lists the tabs in the selected entity To mark a tab for extraction simply select it and click the updated button Once all the desired tabs have been marked for extraction the next thing to do is define the custom T SQL script to be run on the target system after all the objects marked for extraction have been added This is done from the Custom Scripts tab 2009 CRM Systems Inc January 2009 21CRM Setup Factory Extractor User s Guide Custom Scripts In some scenarios the extracted components functionality might depend on certain data being in the database This is the purpose of the Custom Scripts section This section will allow you to add your own custom SQL scripts to the installer that will be run on the target system after all database modifications have been made You should use this section if you have extracted data critical components from the system and the Merge Fields will not suffice Current Scripts Developer Test B t A Load sql file 8 4 Add New Script 4 Save
11. or program files folder put files in more places Table of Contents PART 1 INSTALLATION PREREQUISITES APPLICATION INSTALLATIONS cceeeeeeccceeceeeceeeeseeeeeeceeesdaaaaaaaeaeceeeseeaaaaaaaeceseseeuesaeeeaeeeseeeeneeneeaees 10 STEP 2 UTILIZATION WHAT IS CRM SETUP FACTORY EXTRACTOR cccccccccccceeeeeececeseeseeaueeseseeceseeeeaueeeeesesaeaueneeeeeesees 15 USING CRM SETUP FACTORY EXTRACTOR Summary Connect Entities Reports Workflow Custom Scripts Merge Fields Granular Items Coaching Extraction USING CRM SETUP FACTORY SCRIPT EDITOR Whatiis the Script Editor eissien sdtieyeldetecs ahaaa raai eaaa aaa avy AE aa aE aR 38 Opening the Script Editor Using CRM Setup Factory Script Editor USING CRM SETUP FACTORY INSTALLER What is CRM Setup Factory Installer ecccceeececeeeeeeeeeeeeeeeseeeeecaaaeseeeeeseeeeesaeeesaeeeeneeee 42 Using CRM Setup Factory Installer KNOWN ISSUES amp TROUBLESHOOTING 2006 21CRM Systems Published November 2005 21CRM Setup Factory Extractor User s Guide Part 1 Installation Prerequisites The CRM Setup Factory has several prerequisites that must be satisfied prior to attempting installation Not completing any one of these steps may result in a failed installation Administrative rights on the local machine Microsoft NET Framework 1 1 or higher Microsoft NET Framework 1 1 SDK Microsoft Visual J Runtime Components 2 0 Working knowledge of SA
12. same directory on the target 2009 CRM Systems Inc January 2009 21CRM Setup Factory Extractor User s Guide machine in order to successfully install the extracted objects 2009 CRM Systems Inc January 2009 21CRM Setup Factory Extractor User s Guide Using CRM Setup Factory Script Editor What is the Script Editor CRM Setup Factory Extractor creates script files with the c21 file extension that it uses to store the metadata extracted along with other information such as Merges Custom SQL scripts and data that indicates how the target system should be set up These scripts are stored in clear text to allow the end user the opportunity to edit them for reasons such as adding Merge fields to the scripts or to check that the information you intended on extracting was extracted This can all be accomplished in any text editor such as Notepad but the downfall of this is that you must constantly reference the documentation for proper syntax and parameter counts which can result in corrupt scripts that cause the installer to malfunction t is worth mentioning that one corrupt script could potentially corrupt an entire CRM instance This is one reason that playing back a CRM Setup Factory Installer will automatically ask the user to backup the database The CRM Setup Factory Script Editor allows you to modify the c21 script files in an environment that provides syntax highlighting as well as
13. to ona immediately CANCEL if you wish to cancel this installation If you dick YES or NO ths proces cen mot be aborted un intil it has completed If for some reason it stops or is terminated before completing it may le ave your CRM databoss operati For this reason Hesse Cake Your ORM dil tabase backup is in a safe location and you are rurviing Gis process on the SOL Server Guugu or have a reliable connection to the SQL Server computer over the network If you choose to have CRM Setup Factory Installer backup of the CRM database you will be prompted with two dialogs The first will ask you for the location on the local file system to place the backup Please Select The Directory To Store The Backup Of The CRM Databa Desktop ie a My Documents p My Computer a My Network Places Recyde Bin Dev 2 Meta Screen Shots Steves Drivers TrackFedEx 2009 CRM Systems Inc January 2009 21CRM Setup Factory Extractor User s Guide After selecting the location to store the backup a second dialog will request a name for the backup the default is CRM BAK Please Enter The Name Including File Extension For The Backup CRM BAK Once you have created the backup if you chose to do so the process will begin If you have multiple instances of CRM or if CRM is installed in a non default location you will be presented with the Instance Selector CRM Instan
14. ANADA CRM Systems Inc warrants that 1 this SOFTWARE will perform substantially in accordance with the accompanying written materials for a period of ninety 90 days from the date of receipt and 2 any Support Services provided by CRM Systems Inc shall be substantially as described in applicable written materials provided to you by CRM Systems Inc and that CRM Systems Inc support engineers will make commercially reasonable efforts to solve any problem issues Some jurisdictions do not allow limitations on duration of an implied warranty so the above limitation may not apply to you To the extent allowed by applicable law implied warranties on this SOFTWARE if any are limited to ninety 90 days CUSTOMER REMEDIES CRM Systems Inc and its licensed partners entire liability and your exclusive remedy shall be at CRM Systems Inc s option either 1 return of the price paid if any or 2 repair or replacement of this SOFTWARE that does not meet CRM Systems Inc s Limited Warranty and which is returned to CRM Systems Inc with a copy of your receipt This Limited Warranty is void if failure of this SOFTWARE is a result of accident abuse tampering or misapplication Any replacement SOFTWARE will be warranted for the remainder of the original warranty period or thirty 30 days whichever is longer Outside Canada neither these remedies nor any product support services offered by CRM Systems Inc are available without proof of purchase f
15. As sal file 7 D Remove Script 45 Save INSERT INTO Developer Test 1 dev1_ID dev 1_CreatedBy dev1_CreatedDate dev1_UpdatedBy dev 1_UpdatedDate dev 1_TimeStamp dev 1_Deleted dev1_Testir g VALUES 1 1 0 1 0 0 NULL This Is A Developers Test This Is The General Test 1 lt The following is a list explaining the items shown above Description Use this button to add a new script This will display a dialog asking for a name for the new script Use this button to remove the selected script from the list Lists the custom SQL scripts in the project The order that they appear in this list is the order that they will be run on the target system This is useful if you have scripts that must be run in sequence Use this button to move the selected script up in the order of execution Use this button to move the selected script down in the order of execution Use this button to load an existing T SQL script Use this button to save the selected script to the file system Use this script to save the changes to the selected script file If changes are made to a script you will be prompted to either save or discard changes when you select another script This is the script editor It provides very basic syntax highlighting for the most common SQL operators It is recommended that you use a T SQL scripting environment such as Query Analyzer then copy and pas
16. CRM Setup Factory Extractor This will be accomplished using a series of screen captures and text that should approximate the environment you experience in your installation 2006 21CRM Systems Published November 2005 21CRM Setup Factory Extractor User s Guide END USER LICENSE AGREEMENT FOR CRM SYSTEMS INC SOFTWARE IMPORTANT READ CAREFULLY This End User License Agreement EULA is a legal agreement between you an individual corporate entity or organization and CRM Systems Inc concerning the access to and use of any and all CRM Systems Inc original material available through its dealer programs which includes but is not limited to web and application software video audio and graphical media printed materials site or application presentation and navigation and all online or electronic documentation SOFTWARE By installing copying or otherwise using this SOFTWARE you agree to be bound by the terms of this EULA If you do not agree to the terms of this EULA do not install run or otherwise use this SOFTWARE SOFTWARE LICENSE This SOFTWARE is protected by copyright laws and international copyright treaties as well as other intellectual property laws and treaties This SOFTWARE is licensed not sold The rights granted herein are limited to CRM Systems Inc s and its licensed partners intellectual property rights in the SOFTWARE and do not include any other patents or intellectual property
17. CRM Setup Factory Extractor Version 4 0 User s Guide 2009 CRM Systems Inc All Rights Reserved Publisher CRM Systems Inc Winnipeg MB Canada No part of this documentation may be copied photocopied reproduced translated microfilmed digitized or otherwise duplicated on any medium without written consent of CRM Systems Inc Use of the software programs described herein and this documentation is subject to the End User License Agreement For CRM Systems Inc Software presented upon installation of the software and reproduced herein The CRM Systems logo is a registered trademark of CRM Systems Inc The Sage Software logo and the Sage Software product and service names mentioned herein are registered trademarks of Sage Software Inc or its affiliated entities All other trademarks are the property of their respective owners 21CRM Setup Factory Extractor User s Guide Who Should Read This Guide This guide is for CRM administrators and consultants We assume that you have experience using Sage CRM 5 7 MS SQL Server 2000 Experience implementing and customizing CRM Using Sage Accpac ERP How this guide is organized You must read the End User License Agreement for CRM Systems Inc Software in the pages that follow Acceptance of this agreement is required in order install and use the software This guide is designed as a step by step manual allowing you to complete an installation configuration and use of
18. Factory Extractor File Tools Help Enter information Connect Entities Reports Workflow Tabs Custom Scripts Merge Fields Granular tems Files Summary Tables And Workflow Tables 0 Workflows 0 2 Tabs And Reports Tabs 0 B Reports 0 Custom SQL And Breakdowns Customsat 0 Breakdowns 0 6 r Project Settings Name 7 Location 3 Factory Projects Server g Extracted KO J Append To Existing Scripts 09 08 2006 10 57 45 AM The following is a list explaining the items shown in the above image Description Displays the number of tables currently marked for extraction Holding the mouse over it will display a brief summary indicating the names of the first ten tables marked for extraction followed by several periods to indicate that there are more than ten tables marked for extraction Displays the number of workflows currently marked for extraction Holding the mouse over it will display a brief summary indicating the names of the first ten workflows marked for extraction as well as how many workflows have been extracted and how many have not yet been extracted 2009 CRM Systems Inc January 2009 21CRM Setup Factory Extractor User s Guide 3 Displays the number of Tab entities that have tabs marked for extraction Holding the mouse over it will display a brief summary indicating the first ten Tab groups and their res
19. GE CRM 5 7 Your machine is now prepared for the installation process 2009 CRM Systems Inc January 2009 21CRM Setup Factory Extractor User s Guide Application Installation Before attempting the installation ensure that the target machine meets the prerequisites outline in the Prerequisites section The target machine does not have to be a CRM server it can be any computer on the local network including a local workstation Click on CRMSetupFactory40Setup exe To begin the installation navigate to the Setup CRM Setup Factory msi file and execute it This will display the following window cx C WINDOWS system32 cmd exe C DOCUME 1 ADMINI 1 LOCALS 1 Temp WZS EG TMP gt SetupCRMSetupFactory4 msi fe 21CRM Setup Factory Extractor Ss oj xi Bm Fr Welcome to the 21CRM Setup Factory Extractor CRM Setup Wizard amp SYSTEMS The installer will guide you through the steps required to install 21CRM Setup Factory Extractor on your computer R WARNING This computer program is protected by copyright law and international treaties Unauthorized duplication or distribution of this program or any portion of it may result in severe civil or criminal penalties and will be prosecuted to the maximum extent possible under the law Cancel 2009 CRM Systems Inc January 2009 21CRM Setup Factory Extractor User s Guide To continue with the installation click Next to display the
20. RM Systems Inc as part of the Support Services CRM Systems Inc may use such information for its business purposes including for product support and development CRM Systems Inc will not utilize such technical information in a form that personally identifies you Software Transfer You may permanently transfer all of your rights under this EULA provided that you retain no copies that you transfer all of this SOFTWARE including all component parts media and printed materials upgrades this EULA and any applicable Certificates of Authenticity and the recipient agrees to the terms of this EULA and so evidences such acceptance in writing If this SOFTWARE is an upgrade any transfer must include all prior versions of this SOFTWARE Termination This EULA is effective until terminated Without prejudice to any other rights CRM Systems Inc may terminate this EULA without any notice from CRM Systems if you fail to comply with any of the terms and conditions of this EULA In such event you must destroy all copies of this SOFTWARE and all of its component parts 2006 21CRM Systems Published November 2005 21CRM Setup Factory Extractor User s Guide END USER LICENSE AGREEMENT continued UPGRADES If this SOFTWARE is an upgrade you must be properly licensed to use a product identified by CRM Systems Inc as being eligible for the upgrade in order to use the upgrade Any component of this SOFTWARE labelled as an upgrade replaces
21. TY SOME JURISDICTIONS DO NOT ALLOW LIMITATIONS ON HOW LONG AN IMPLIED WARRANTY LASTS THE EXCLUSION OF IMPLIED WARRANTIES OR LIITATIONS ON APPLICABLE STATUTORY RIGHTS OF A CONSUMER SO THE ABOVE LIMITATION AND EXCLUSION MAY NOT APPLY TO YOU THIS LIMITED WARRANTY GIVES YOU SPECIFIC LEGAL RIGHTS YOU MAY HAVE OTHER RIGHTS WHICH VARY FROM JURISDICTION TO JURISDICTION LIMITATION OF LIABILITY TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW IN NO EVENT SHALL CRM Systems Inc OR ITS LICENSED PARTNERS BE LIABLE FOR ANY SPECIAL INCIDENTAL INDIRECT OR CONSEQUENTAL DAMAGES WHATSOEVER INCLUDING WITHOUT LIMITATION DAMAGES FOR LOSS OF BUSINESS PROFITS BUSINESS INTERRUPTION LOSS OF BUSINESS INFORMATION OR ANY OTHER PECUNIARY LOSS ARISING OUT OF THE USE OF OR INABILITY TO USE THIS SOFTWARE PRODUCT OR THE PROVISION OF OR FAILURE TO PROVIDE SUPPORT SERVICES HOWEVER CAUSED REGARDLESS OF THE THEORY OF LIABILITY CONTRACT TORT OR OTHERWISE AND EVEN IF CRM Systems Inc HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES IN ANY CASE CRM Systems Inc S ENTIRE LIABILITY UNDER ANY PROVISION OF THIS EULA SHALL BE LIMITED TO THE AMOUNT ACTUALLY PAID BY YOU FOR THIS SOFTWARE PRODUCT SOME JURISDICTIONS DO NOT ALLOW THE EXCLUSION OR LIMITATION OF LIABILITY SO THE ABOVE LIMITATION MAY NOT APPLY TO YOU 2006 21CRM Systems Published November 2005 21CRM Setup Factory Extractor User s Guide Coaching captions tab Can place files in custom pages
22. ce Selector x Please select the instance of CRM that you would like to use for this installation If you cannot see your instance in the list below click the Find button Cancel ok This dialog will list all the instances of CRM that were found on the machine If the instance to be used for this installation is not in the list of available instances use the Find button to navigate to the installation directory of the desired instance The Instance Info section will give you a brief summary of the selected instance including the name of the instance as well as the version of CRM and the path to the installation If you cannot find the appropriate instance or do not wish to continue click the Cancel button Otherwise once you have selected the appropriate instance click the OK button to continue with the installation This will display the following window 2009 CRM Systems Inc January 2009 21CRM Setup Factory Extractor User s Guide CRM Setup Factory Installer D1 TCENTURY SYSTEMS End to End Enterprise Solutions from Business Professionals Please wait while CRM Setup Factory Configures CRM Overall Progress Parsing Misc Scripts Current Step Configuring CAPTION This dialog will remain open until the installation has completed after which it will close itself and any other open dialogs completing the installation process If an error occur
23. ch table Displays all tab entities currently marked for extraction Click the plus sign beside a given entity to see all the tabs marked for extraction Displays all report categories currently marked for extraction Click the plus sign beside a given category to see all the reports marked for extraction 2009 CRM Systems Inc January 2009 21CRM Setup Factory Extractor User s Guide Connect Before you can view or select metadata to extract you must connect to a source database and then identify your current work by defining a Project name and location Projects enable the quick storage and access of your work allowing that work to be easily modified or reviewed at a later time Once you have successfully configured your current project CRM Setup Factory Extractor will retrieve all information from the source database required for extracting target metadata You will be unable to see the source CRM database information until a successful SQL connection is established You may save your project or load an existing project at any time using the file menu If you attempt metadata extraction prior to saving the project you will be prompted to save the current project CRM Database Credentials Server 3 Connection Status 6 Database A Project Output Project Name 6 Project Location C Program Files 21CRM CRM Setup Factory Projects VY h Browse X Clea
24. ct which files you would like to migrate to the target file system This is accomplished from the Files tab 2009 CRM Systems Inc January 2009 21CRM Setup Factory Extractor User s Guide Files Most CRM extensions rely on ASP pages or DLL application extensions to function and you will need to add theses files to the target file system in order for them to function properly This is the purpose of the Files section From here you will be able to browse the source file system and add files to the installer CRM Setup Factory Extractor will then add these files to the file system after the extraction process has finished If the target system has more then one CRM installation or a non default installation directory the instance selected during the installation will be used to extract the files to CRM Setup Factory Extractor Connected 6 0 File Tools Help Enter information Connect Entities Reports Workflow Tabs Custom Scripts Merge Fields Granular Items Files Coaching Summary SA Name Size Crested o E E 671172008 6 13 31 PM 6 12 2007 11 14 41 AM Documents and Settings 4 16 2007 9 34 19 AM E FPSE_search 4 16 2007 7 21 00 PM 4 16 2007 7 14 36 PM 4 17 2007 1 23 38 PM 4 16 2007 9 35 02 AM 4 16 2007 7 27 11 PM 6 12 2007 12 25 37 PM 4 16 2007 9 34 19 AM 19 Destination Computer Name Size Created C Program Files C Desktop wawRoot C CustomPages C Ima A Extract
25. edentials click Next to continue At this point the wizard will check connectivity to the target system and if there was an error connecting an error message will display Once the SQL credentials have been verified the following dialog will be displayed 21CRM Setup Factory Extractor Comparison Wizard 21 CRM 21 21CRM Setup Factory Extractor Comparison Wizard The wizard has collected all the necessary information for the comparison click the Next button to begin the comparison View Audit Cancel lt lt Back K Next gt gt D This dialog informs you that the wizard has collected all the required information and is ready to begin the comparison routine Click Next to display the following dialog 2009 CRM Systems Inc January 2009 21CRM Setup Factory Extractor User s Guide 21 21CRM Setup Factory Extractor Comparison Wizard 21CRM Setup Factory Extractor Comparison Wizard 21 CRM Please wait until the comparison has finished Comparing custom_edits tbc_niunitfee CID Ven ast This dialog illustrates the comparison process to you by updating the status bar each step of the way Once the comparison has completed the wizard will automatically display the following dialog 21 21CRM Setup Factory Extractor Comparison Wizard X 21CRM Setup Factory Extractor Comparison Wizard 21 CRM The wizard has completed the comparison Please selec
26. er s Guide Comparison Wizard One of the most powerful features of CRM Setup Factory is the CRM Comparison Wizard This wizard will allow you to compare two CRM systems together the CRM system on the Connect tab is the Source You may use this when you are not sure what custom data requires extraction or manual entry is too time consuming The Comparison Wizard will compare two CRM databases and report the differences allowing you to choose what should be marked for extraction To start the wizard you should select which aspect of the system you wish to compare You do this by chosing one of the radio buttons on the Granular Items tab Then instead of entering matching values into the text fields click on the button labeled Use Wizard which appears below the text fields Use Wizard This will start the wizard and display the following dialog 21 21CRM Setup Factory Extractor Comparison Wizard X 21CRM Setup Factory Extractor Comparison Wizard 21 CRM Welcome to the CRM Setup Factory Extractor Comparison Wizard This wizard will guide you through the process of comparing two Sage CRM databases and creating the CRM Setup Factory Installer that will install the differences on the target system In order for this wizard to successfully complete it will need a constant connection to both the target and source databases if you do not have a connection to both databases cancel this wizard and start it aga
27. er s Guide Entities In most scenarios you will need to extract table metadata from the system as this is the foundation for most CRM components This can be accomplished from the Entities section which will provide you with a list of entities currently in the system that you can select to extract All associated metadata in the system i e views captions etc related to the entity will be extracted If you would like to extract only a portion of the entity s metadata for example only translations you should see the section labeled Granular Items later in this document ID Entity Name Sql Script Only Found In CRM DB 1 Custom_Captions Iv L Custom_Databases v d eee d Custom_EmailAddress v E ae Custom_Pages Iv lt lt lt lt lt xl I Create Table SQL scripts only The following is a list explaining the items shown on the above image Description 1 Lists all of the tables that were found in the CRM database You can select one at a time or multiple tables 2 Check this box to generate the required T SQL Create Table scripts This script will update the target database to match the source database That is tables or fields that are missing will be added if this option is selected If this is not selected the table will not be extracted but its metadata will be Check to extract the SQL table scripts and none of the metadata Click this button to mark the selected table
28. following window License Agreement Please take a moment to read the license agreement now If you accept the terms below click I Agree then Next Otherwise click Cancel END USER LICENSE AGREEMENT FOR 21CRM SYSTEMS INC SOFTWARE IMPORTANT READ CAREFWLLY This End User License Agreement EULA is a legal agreement between you an individual corporate entity or organization and 21CRM Systems Inc concerning the access to and use of any and all 21CRM Systems v C Do Not Agree Read through the End User License Agreement EULA completely before agreeing and continuing with the installation You have certain rights in the EULA and should be fully aware of them before agreeing After you have read and agreed to the EULA click Next to display the following window 2009 CRM Systems Inc January 2009 21CRM Setup Factory Extractor User s Guide ji 21CRM Setup Factory Extractor Customer Information Enter your name and company or organization in the box below The installer will use this information for subsequent installations Name Username Organization ComputerName Enter your serial number below The installer will use this information for subsequent installations Serial number Cancel lt Back Here is where you will enter you licensing information Be sure to enter you organization and serial number exactly as you have received them If the name and organization do
29. he other media on the same or any other computer You may not loan rent lease or otherwise transfer the other media to another user except as part of the permanent transfer as provided above of this SOFTWARE CONTROLLING LAW AND SEVERABILITY If you acquired this product in Canada this EULA is governed by the laws of the Province of Manitoba If this product was acquired outside of Canada local law will apply This EULA shall not be governed by the United Nations Convention on Contracts for the International Sale of Goods the application of which is expressly excluded If for any reason a court of competent jurisdiction finds any provision of this EULA or portion thereof to be unenforceable the remainder of this EULA shall continue in full force and effect 2006 21CRM Systems Published November 2005 21CRM Setup Factory Extractor User s Guide END USER LICENSE AGREEMENT continued CONTACT INFORMATION Should you have any questions concerning this EULA or it you desire to contact CRM Systems Inc for any reason please write to CRM Systems Inc 201 1335 Erin Street Winnipeg MB R3E 2S7 LIMITED WARRANTY LIMITED WARRANTY FOR SOFTWARE ACQUIRED OUTSIDE THE UNITED STATES AND CANADA FOR INFORMATION ON LIMITED WARRANTIES AND SPECIAL PROVISIONS PERTAINING TO YOUR PARTICULAR JURISDICTION PLEASE CONTACT CRM Systems Inc AT THE ADDRESS ABOVE LIMITED WARRANTY FOR SOFTWARE ACQUIRED INSIDE THE UNITED STATES AND C
30. in when you are connected to the databases otherwise click then next button to start the wizard View Audit Cancel _ Next gt gt p This dialog explains what the Comparison wizard is and what it will do It is worth mentioning that you will require a constant connection to both the source and target databases at all times during this process When you are ready to begin the process click the Next button this will display the following dialog Hint If the Target system is not on your local network for example at a customer site you will need to backup the database at the remote site copy the backup to your local network and restore the database to SQL server CRM does NOT need to be installed or connected to this database only the database itself is necessary 2009 CRM Systems Inc January 2009 21CRM Setup Factory Extractor User s Guide 21 21CRM Setup Factory Extractor Comparison Wizard 21CRM Setup Factory Extractor Comparison Wizard 21 CRM Please enter the credentials to connect to the target database This is the database that you would like to install the changes to SQL Server Name CRM Database SQL User Name SQL Password View Audit Cancel This dialog prompts you for the SQL credentials for the target CRM system The source SQL credentials are taken from the information entered on the Setup tab After you have finished entering the SQL cr
31. is a zip file modifying it in any way will corrupt the file and you will need to recreate the file from CRM Setup Factory Extractor CRMSetupFactory dll Application extension required by SetupFactory exe EIF dll Application extension required by SetupFactory exe 2009 CRM Systems Inc January 2009 21CRM Setup Factory Extractor User s Guide Using CRM Setup Factory Installer To begin the installation process execute the SetupFactory exe file which will display the following interface CRM Setup Factory Installer a Please fill out the required textboxes below and click continue when you are ready to continue SQL Server Name CRM Database Name SQL User Name SQL Password Enter all the information required to connect to the target SQL Server It is strongly recommended that you run CRM Setup Factory Installer on the CRM web server After entering the SQL Server credentials a dialog will display asking if you would like CRM Setup Factory Installer to create a backup of the CRM Database Read the dialog carefully and select the appropriate option to continue Important About To Begin Database Modifications We highly recommend that you back up your CRM datb before proceeding Press the appropriate button below based on these opi YES if you want CRM Setup Factory to back up your CRM database for you NO if you do not wish to back up your CRM database and want
32. not match the information stored in your serial number the application will cease to function After you have filled in all information click Next to display the following window If you would like to install to a different directory than the default directory provided click the browse button and navigate to the directory you wish to install to Select who you would like to install the application for the default is for everyone When you are satisfied with the information here click Next to display the following window 2009 CRM Systems Inc January 2009 21CRM Setup Factory Extractor User s Guide fe 21CRM Setup Factory Extractor Select Installation Folder The installer will install 21 CRM Setup Factory Extractor to the following folder To install in this folder click Next To install to a different folder enter it below or click Browse Folder C Program Files 21 CRM CRM Setup Factory Browse Disk Cost Install 21CRM Setup Factory Extractor for yourself or for anyone who uses this computer te Everyone i Just me Cancel lt Back f This window indicates that the setup application has collected enough information to proceed with the installation Click Next to begin the installation The following widow will be displayed iz 21CRM Setup Factory Extractor Select Installation Folder 21CRM CRM Setup Factory Extractor is being installed Please wait ee
33. pective tab amounts marked for extraction Displays the number of Report categories that have tabs marked for extraction Holding the mouse over it will display a brief summary indicating the first ten categories with reports marked for extraction and the amount of reports marked for extraction Displays the number of custom T SQL scripts in this project Holding the mouse over it will display a brief summary indicating the names of the first ten T SQL scripts added to the project Displays the number of table breakdowns that have been added to the project Holding the mouse over it will display a brief summary indicating type of table breakdown and what parameters where used for the first ten breakdowns added to the project Displays the name of the currently loaded project Displays the last 20 characters of the location of the project Holding the mouse over it will display the full path to the project directory Displays the name of the server currently connected to Displays the extraction status of the currently loaded project There are three possibilities which are as follows e Yes everything marked for extraction has been extracted e No nothing marked for extraction has been extracted e Partial Extraction changes have been made to the project since the last extraction that have not yet been extracted Displays all the tables that have been marked for extraction including the parameter for ea
34. r Logs Py View Logs 9 110 The following is a list explaining the items shown in the above image Description The name of the SQL server on the network to connect to The name of the CRM database on the SQL server The user name to use when connecting to the SQL server The password associated with the user name Displays the connection status The name of the project NIOO AION The location to store the project and all associated files The default is lt Program Files gt CRM CRM Setup Factory Extractor Projects Use this button to browse to another directory to store the project Use this button to clear all existing script files Use with extreme caution ok ow 00 Use this button to view the scripts 2009 CRM Systems Inc January 2009 21CRM Setup Factory Extractor User s Guide File Tools Help CRM Setup Factory will create a new project when you open it New Project however If you would like to create a new project save or close Open Project the opened project and use the file menu and to select the Save Project appropriate action Cose Project Exit Once the project has been setup the next step is to select the tables to be extracted This is accomplished by navigating to the Entities tab and marking the desired tables for extraction 2009 CRM Systems Inc January 2009 21CRM Setup Factory Extractor Us
35. rights You own the media on which the SOFTWARE is recorded but CRM Systems Inc and or its licensed partners retain ownership of the SOFTWARE itself GRANT OF LICENSE This EULA grants you the following rights Application Use You may install access or otherwise use as appropriate one copy of this SOFTWARE or any prior version of this SOFTWARE for the same operating system on a single computer The primary user of the computer on which this SOFTWARE is installed may make a second copy for exclusive use on a portable computer Network Use You may store or install a copy of this SOFTWARE on a storage device such as a network or web server to be used exclusively for the purpose of installing or running this SOFTWARE on other computers over an internal network subject to the requirement that you must acquire a license for each separate computer onto which this SOFTWARE is installed or run from that storage device A license for this SOFTWARE may not be shared or used concurrently on different computers License Pak If you acquired this EULA in a CRM Systems Inc License Pak you may make the specified number of additional copies of this SOFTWARE as authorized on the printed copy of this EULA and you may use each copy in the manner specified above You may also make a corresponding number of secondary copies for portable computer use as specified above 2006 21CRM Systems Published November 2005 21CRM Setup Factory Extractor U
36. rkflows etc from an existing CRM system CRM Setup Factory Extractor stores all of the extracted data in a NET executable that can be run at anytime on any windows based system with the NET framework installed to merge the extracted data into the target system Using CRM Setup Factory Extractor There are several ways to start CRM Setup Factory Extractor 1 After installation a shortcut should have been placed on your desktop CRM Setup Factory 2 After installation a menu item should have been added to your start menu under the CRM node All Programs As zicem gt fg CRM Setup Factory Documentation CRM Setup Factory Extractor CRM Setup Factory Script Editor 3 Locate the project file on you local machine and double click it Once CRM Setup Factory Extractor has been opened you will be presented with the Summary screen This screen provides a brief summary about the project you are currently working on at a glance 2009 CRM Systems Inc January 2009 21CRM Setup Factory Extractor User s Guide Summary The summary screen is used to display important data at a glance such as the current database the number of entities marked for extraction etc It is recommended that you check that the settings are correct and that all the appropriate items in the system have been marked for extraction before extracting and creating the installer This is the purpose of the summary screen 21 CRM Setup
37. rom an authorized international source 2006 21CRM Systems Published November 2005 21CRM Setup Factory Extractor User s Guide END USER LICENSE AGREEMENT continued NO OTHER WARRANTIES YOU EXPRESSLY ACKNOWLEDGE AND AGREE THAT USE OF THE SOFTWARE IS AT YOUR SOLE RISK AND THAT THE ENTIRE RISK AS TO SATISFACTORY QUALITY PERFORMANCE ACCURACY AND EFFORT IS WITH YOU TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW THE SOFTWARE IS PROVIDED AS IS WITH ALL FAULTS AND THE LIMITED WARRANTY SET FORTH HEREIN IS THE ONLY WARRANTY MADE TO YOU AND IS PROVIDED IN LIEU OF ANY OTHER WARRANTIES IF ANY CREATED BY ANY DOCUMENTATION OR PACKAGING CRM Systems Inc AND ITS LICENSED PARTNERS DISCLAIM ALL OTHER WARRANTES AND CONDITIONS EITHER EXPRESS IMPLIED OR STATUTORY INCLUDING BUT NOT LIMITED TO IMPLIED WARRANTIES OF MERCHANTABILITY OF SATISFACTORY QUALITY FITNESS FOR A PARTICULAR PURPOSE TITLE AND NON INFRINGEMENT OF THIRD PARTY RIGHTS WITH REGARD TO THIS SOFTWARE AND THE PROVISION OF OR FAILURE TO PROVIDE SUPPORT SERVICES CRM Systems Inc DOES NOT WARRANT AGAINST INTERFERENCE WITH YOUR ENJOYMENT OF THE SOFTWARE THAT THE FUNCTIONS CONTAINED IN THE SOFTWARE WILL MEET YOUR REQUIREMENTS THAT THE OPERATION OF THE SOFTWARE WILL BE UNINTERRUPTED OR ERROR FREE OR THAT DEFECTS IN THE SOFTWARE WILL BE CORRECTED NO ORAL OR WRITTEN INFORMATION OR ADVICE GIVEN BY CRM Systems Inc OR BY ITS AUTHORIZED REPRESENTATIVES SHALL CREATE A WARRAN
38. s during the installation a file name Error_Log txt will be created in the directory that CRM Setup Factory Installer was run from containing all the errors that arose during the installation process 2009 CRM Systems Inc January 2009 21CRM Setup Factory Extractor User s Guide Known Issues amp Troubleshooting At this time there are no known issues with the CRM Setup Factory Extractor If you experience any issues please report them to us by contacting your software provider or if you are a CRM Systems partner by logging into our online self service support portal at http www CRMsystems com and submitting a case report Your assistance will help us to improve the software and resolve issues quickly For further assistance you can contact us CRM Systems Inc 201 1335 Erin Street Winnipeg MB R3E 2S7 Phone 1 204 480 9772 Email support CRMsystems com Online http www CRMsystems com Electronically submitted support requests generally will be responded to the fastest Please consider using that option 2009 CRM Systems Inc January 2009
39. s for extraction with the selected options Click this button to remove the selected item in the datagrid 6 from the list of tables marked for extraction Lists all of the tables currently marked for extraction and all their associated properties 2009 CRM Systems Inc January 2009 21CRM Setup Factory Extractor User s Guide Once all of the desired tables have been marked for extraction the next step is to select which reports to extract from the system This is done from the Reports tab 2009 CRM Systems Inc January 2009 21CRM Setup Factory Extractor User s Guide Reports CRM Setup Factory Extractor provides the ability to extract individual CRM Reports Click the Reports tab to access this aspect of the software CRM Reports are grouped by Categories Within each category you may select individual reports to extract Reports extracted will contain all of the field and query information contained in the original report This is a fast way of moving reports from system to system or including reports in your customized component for easy distribution Categories ee Activity Repons Category Campaigns gt Activity Reports The following is a list explaining the items shown in the above image Description Lists the report categories that have reports marked for extraction clicking this plus sign beside the category name will provide a
40. ser s Guide END USER LICENSE AGREEMENT continued DESCRIPTION OF OTHER RIGHTS AND LIMITATIONS Not for Resale If the software you acquired was done so as Not for Resale or NFR notwithstanding other sections of this EULA you may not resell or otherwise transfer this SOFTWARE for value Reverse Engineering Decompilation and Disassembly You may not reverse engineer decompile or disassemble this SOFTWARE or otherwise reduce this SOFTWARE to human readable form except and only to the extent that such activity is expressly permitted by applicable law notwithstanding this limitation Separation of Components This SOFTWARE is licensed as a single product unless as specified on individual components Component parts may not be separated for use on more than one computer Rental You may not rent lease or lend this SOFTWARE Support Services CRM Systems Inc may but is not obligated to provide you with support services related to this SOFTWARE Support Services Use of Support Services is governed by the CRM Systems Inc polices and programs described in the user manual in online documentation and or in other CRM Systems Inc copyrighted materials Any supplemental software documentation or other original material provided to you as part of the Support Services shall be considered part of this SOFTWARE and subject to the terms and conditions of this EULA With respect to technical information you provide to C
41. t which items you would like to add to the list of items marked form extraction by checking the checkbox beside its name in the list box below Select Colp_ColName Description aj User_OfflineSecurity ColP_System Is Different Sour User_Per_Comp ssign ColP_System Is Different Sour User_Per_EntityMerge ColP_System Is Different Sour T Case_Caseld ColP_AllowEdit Is Different So gt Select All Unselect All 195 Differences Found View Aust This is where you will actually select what data you would like to mark for extraction You accomplish this by clicking the checkbox beside the record Each type of comparison will display custom results however they will all have a Description field which will explain the database differences The description shows what is different in the target database You can select all of the differences by using the Select All 1 button and you can clear all selections by using the Unselect All 2 button Once you have finished selecting which records you would like to extract click the Finish button This button will close the window and update the granular item list accordingly All information recorded in the granular items section will be extracted when the system extracts the metadata 2009 CRM Systems Inc January 2009 21CRM Setup Factory Extractor User s Guide After you choose all the desired granular items the last step is to sele
42. te the script into this window 2009 CRM Systems Inc January 2009 21CRM Setup Factory Extractor User s Guide If a custom SQL scripts causes an exception an entry is added to the error log and execution continues on the next script It is for this reason that we recommend that you only place multiple commands in a script if they are dependant on each other i e Transactions After you have created your custom SQL scripts the next step is to set up the merge fields 2009 CRM Systems Inc January 2009 21CRM Setup Factory Extractor User s Guide Merge Fields Quite often while playing back a CRM Setup Factory installer it is desirable to replace values extracted from the source system with values more appropriate to the target system For example most tables in CRM contain audit fields such as prefix_createdby and you may want to populate this field with a specific value during installation By default CRM Setup Factory predefines two merge fields as follows You should not modify or remove these e CRM_UID e COMPONENT When executing your custom scripts CRM setup factory will merge the mergein values into the specified mergeout fields It is good practice to make your mergeout field names begin and end with percentage signs so it is easy to identify them and so it will be highly unlikely anything else in your script file would follow the same syntax When modif
43. workflow objects currently in the system This button adds the selected workflow to the list of workflows marked for extraction This button removes the selected workflow from the list of workflows marked for extraction Lists of all the workflows marked for extraction in the system It also includes a column indicating whether the particular workflow has already been extracted After the desired workflows have been marked for extraction the next step is to select which tab entities to extract This is done for the Tabs tab 2009 CRM Systems Inc January 2009 21CRM Setup Factory Extractor User s Guide Tabs CRM uses tabs throughout the system as navigation tools for the user In most cases the component you are extracting will be rendered useless if the user has no way of actually navigating to the component itself The Tabs section of CRM Setup Factory Extractor will allow for the selection of which tabs you would like to extract CRM Tabs are grouped by Entities i e tables or system menus Within each entity you may select which tabs to extract gt Admin a AdminCustomization Admin DataManagement Admin EmailDocuments Got ThroughOut BndLead Got ThroughOut BoundCalls The following is a list explaining the items shown above Description Lists the tab entities that have tabs marked for extraction Click the plus sign beside the entity name to provide a
44. y would like to extract all custom captions for a selection field Selecting the Custom Caption radio button and entering the selection field name in the capt_family textbox will cause Setup Factory to replace all selection items on the target system for that field Custom Edit Custom ScreenObject CObj_Name Developer Test CObj_Type Custom Caption Custom Table CObj_EntityName Custom Screen Custom Script 2 l Custom Tab Custom View I Use Like in DB Comparison Create Custom List CRMExtension History 06 29 2006 1 17 39 PM screenobject Developer Test B Remove 4 Select which table to extract the data from and fill in the text boxes that are displayed Indicate whether or not to use Like in the comparison and click the Create button Selecting an item in the History list will populate the text boxes and allows you to edit the specific details The following is a list explaining the items shown in the above image Description 1 Check this box to use the LIKE operator in the SQL statement used to extract the data 2 Use this button to add the breakdown to the list 3 Use this button to remove the selected item in the history list from the list of breakdowns 4 Use this button to save the changes made to the selected breakdown Alternatively you could use the Comparison Wizard 2009 CRM Systems Inc January 2009 21CRM Setup Factory Extractor Us
45. ying the scripts back on the target machine these values are replaced with the data provided in the Merges c21 script file or the Merge Fields tab You can add or edit existing merges from the Merge Fields tab Merges will replace certain text from the script fields with the specified text The format is as follows mergeout lt TEXT TO REPLACE gt merain lt TEXT TO REPLACE WITH gt Only one merge per line is permitted Merges cannot span multiple lines Hmergeout CRM_UID Hmergein 1 Hmergeout COMPONENT mergein Developer_Test As can be seen in the example above the text CRM_UID will be replaced with 1 during the script playback After you are satisfied with the merge fields the next step is to select specific items from the system to extract This is done from the Granular Items tab 2009 CRM Systems Inc January 2009 21CRM Setup Factory Extractor User s Guide Granular Items The Granular Items is used to specify in specific detail items that you wish to extract This allows you to independently extract captions screens tabs lists etc This is much more granular than the Entity extractor which upon selecting an entity will extract everything related to that entity Use the Granular Items if you only want to extract certain aspects of an entity a specific screen a specific set of tabs a specific caption or select list etc For example someone might have the scenario where the

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