Installing the Solomon sample module

  • Article

To use the sample application included with the BPSDK for Solomon, you must first install the back office sample module. The sample module contains two forms: the Lead Maintenance form and the Customer Contact History form.

Installing the Lead Maintenance form

To install the Lead Maintenance form, complete the following procedure.

  1. Copy folders.

Locate the \Samples\SolomonComponents\LM folder of the Business Portal SDK. Copy the LM folder into your Solomon installation folder. (Solomon is typically installed at \Program Files\Solomon.)

  1. Copy the Lead Maintenance executable file into the Solomon installation folder.

Copy the Lead Maintenance executable file, XLEAD00.exe, from the LM folder into your Solomon installation folder.

After you copy the XLEAD00.exe file into the Solomon installation folder, you can delete it from the LM folder.

  1. Start Solomon.

Start Solomon and log in to your sample company.

You must log in as the System Administrator (SYSADMIN) the first time after installing the sample, so the application’s SQL table will be properly created.
  1. Create the LeadMaint SQL table.

The LeadMaint table stores the data maintained by the Lead Maintenance form. To create the Lead Maint table, click Utlity > DB Update. The Database Update window appears. In the Application Databases list, select your sample application database. In the Directory list, double-click the LM folder. In the Files list, select the LeadMaint.Crt file. Click Begin Processing.

A dialog box will appear indicating when the process is complete. Click OK.

  1. Import queries used for lookup windows.

The Lead Maintenance form allows you to look up existing values for its Lead ID and Salesperson fields. To populate these lookup windows, you must import queries that define what the lookup windows will display.

Choose Utility > Possible Values Import to display the Possible Values Import window. Click Enter file name. Browse to the PVRec1.csv file, located in the LM folder. Click Open. The Possible Values Import window is redisplayed. Click Begin Process. A dialog box will appear, indicating that the file was processed. Click OK.

  1. Assign the LeadMaint table to the BFGROUP.

Using SQL Server Enterprise Manager, locate the LeadMaint table in your application database. Right-click the table and choose Properties. The Table Properties - LeadMaint window appears. Click Permissions.

The Object Properties window appears. Grant the BFGROUP permission to SELECT, INSERT, UPDATE, and DELETE the LeadMaint table. Click OK. The Table Properties - LeadMaint window reappears. Click OK.

You’ll need to assign the SQL tables used for your integrating Solomon application to the BFGROUP, as well.

Installing the Customer Contact History form

To install the Customer Contact History form, complete the following procedure.

  1. Copy folders.

Locate the \Samples\SolomonComponents\CH folder of the Business Portal SDK. Copy the CH folder into your Solomon installation folder. (Solomon is typically installed at \Program Files\Solomon.)

  1. Copy the Customer Contact History executable file into the Solomon installation file.

Copy the Customer Contact History executable file, XPSCU00.exe, from the CH folder into your Solomon installation folder.

After you copy the XPSCU00.exe file into the Solomon installation folder, you can delete it from the CH folder.

  1. Start Solomon.

Start Solomon and log in to your sample company.

You must log in as the System Administrator (SYSADMIN) the first time after installing the sample, so the application’s SQL table will be properly created.
  1. Create the xCustContactHist SQL table.

The xCustContactHist table stores the data maintained by the Customer Contact History form. To create the xCustContactHist table, click Utlity > DB Update. The Database Update window appears. In the Application Databases list, select your sample application database. In the Directory list, double-click the CH folder. In the Files list, select the xCustContactHist.Crt file. Click Begin Processing.

A dialog box will appear indicating when the process is complete. Click OK.

  1. Import queries used for lookup windows.

The Customer Contact History form allows you to look up existing values for its Customer ID and Salesperson fields. To populate these lookup windows, you must import queries that define what the lookup windows will display.

Choose Utility > Possible Values Import to display the Possible Values Import window. Click Enter file name. Browse to the PVRec.csv file, located in the CH folder. Click Open. The Possible Values Import window is redisplayed. Click Begin Process. A dialog box will appear, indicating that the file was processed. Click OK.

  1. Assign the xCustContactHist table to the BFGROUP.

Using SQL Server Enterprise Manager, locate the xCustContactHist table in your application database. Right-click the table and choose Properties. The Table Properties - xCustContactHist window appears. Click Permissions.

The Object Properties window appears. Grant the BFGROUP permission to SELECT, INSERT, UPDATE, and DELETE the xCustContactHist table. Click OK. The Table Properties - xCustContactHist window reappears. Click OK.

You’ll need to assign the SQL tables used for your integrating Solomon application to the BFGROUP, as well.