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Export the SmartObject

Exporting SmartObjects requires that there are existing connections with either a SQL server or a CRM Server and that SmartObjects have already been deployed based on those connections. The export process exports only the following items:

• Service Type Guide
• Service Guide
• Service Name
• Configuration Settings
• • SQL
  • • SQL server Name
    • SQL Server Database Name
  • CRM
  • • CRM Server URL
    • Organizations Name

Export Permissions and Rights

Exporting and importing SQL and CRM SmartObjects requires access to SharePoint central administration as well as Administrator level access to both the SQL and CRM servers.

Import the SmartObject

Importing the SmartObjects into the target environment will require Administrator access to both the SQL Server and CRM Server. The individual performing the import process, must also be familiar with editing XML files and be able to make changes to XML tags to enter alternative values where required. Access to SharePoint Central Admin is mandatory to facilitate the process.

Considerations for SQL SmartObject  Import

The databases on the source system must be backed up and the moved to the destination system. If an update is being performed to a previous import or if the databases on the target system were created manually the net result being that the database structure is different to what is expected by the XML file being imported the import process will be stopped by the system.

Considerations for CRM SmartObject Import

The organization name on the destination system must be the same as what is defined in the XML file being imported. If there are discrepancies between what is expected by the XML file and the destination system i.e. expected entities not found on the destination system, this will not prohibit the import process.

 

 

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