TE004 Smart Change Management with Sage CRM Component Manager TE004 Smart Change Management with the Sage CRM Component Manager TE004 Smart Change Management with Sage CRM Component Manager Robert Tan robert.tan@sage.com

TE004 Smart Change Management with the Sage CRM Component Manager 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. robert.tan@sage.com

TE004 Smart Change Management with the Sage CRM Component Manager Agenda page Introducing the API & Open Product Architecture Extensibility & Connectivity Components Types of Component Packaging and Distribution Hints and Tips robert.tan@sage.com

TE004 Smart Change Management with the Sage CRM Component Manager Use of SDK Standard Extensibility DPP Component Manager Import Import & Export Customisation: New Screen, New List, New Tab, Table Connect, Ext DB, Custom Page Actions, Edit New Blocks O P Customisation Standard - New Field, Translations, Selections, Re-order fields Create eWare.CreateObject (ASP Pages) robert.tan@sage.com

TE004 Smart Change Management with the Sage CRM Component Manager robert.tan@sage.com

Extensibility Module Blocks TE004 Smart Change Management with the Sage CRM Component Manager Extensibility Module Blocks robert.tan@sage.com

TE004 Smart Change Management with the Sage 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. robert.tan@sage.com

Extending the Data Model TE004 Smart Change Management with the Sage CRM Component Manager 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 robert.tan@sage.com

TE004 Smart Change Management with the Sage CRM Component Manager 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. robert.tan@sage.com

TE004 Smart Change Management with the Sage CRM Component Manager 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 robert.tan@sage.com

TE004 Smart Change Management with the Sage CRM Component Manager Points to Watch 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. robert.tan@sage.com