In the Infor CRM web client, each user can define for each Entity level what the default group is, as well as the group used in the Lookups. This is normally set by each user from within the web client under the Tools…Options menu item, and then accessing the Groups tab. If you want to […]
We recently had a customer who wanted to find out if there were any references to another SQL database within the SQL views and procedures that had been developed within their Infor CRM database. There is a way to do this by using the sql_modules. Objects of type Store Procedures, Replication Filter, View, Trigger, Scalar […]
When we are assisting clients with an upgrade or new installation of CRM, we are frequently asked what version of SQL should be used.
I had the need to call a business rule in Infor CRM from a stored procedure in SQL. This turned out to be a relatively easy task, although you want to make sure you think through what you’re doing for this to not introduce performance problems in SQL. Keep in mind, sometimes SData requests can […]
How to Import Data Into Infor CRM (Saleslogix) Using SQL Server Integration Services (SSIS) With Auto-Generated Table ID Values
Importing data into Infor CRM (Saleslogix) is a task that is typical for any system. However, sometimes the custom format table ID values are a roadblock in using standard, or widely used tools to do the job. In this article I will look at creating a simple data import using SQL Server Integration Services (SSIS) […]
We recently had a client who ran into issues trying to edit some of their activities in the Infor CRM web client. The same activities could be edited in the Windows client successfully. When attempting to edit the record in the web client the system throws an exception with event log stack trace shown below. […]
Just a heads up, Infor CRM has added several triggers into the system as part of the upgrade process. These triggers are used for their ERP integrations. For most customers who don’t use this integration, these are unnecessary objects that will only result in extraneous data being written to tables that are never used (tables […]
A couple of months ago Ryan Farley wrote an article about how to use a SQL stored procedure to create a Saleslogix table ID. One of the things I always struggled with is how to do it outside a stored procedure, so that you could do something like create a View of new data and […]
Under the heading of “often needed and never remembered”, I decided to post a quick T-SQl example of how you can retrieve the space used by the various tables in a SQL 2008 database. Note, in my select query I am limiting to just the top 20 largest tables. I am also ordering by the […]
One thing I alwys forget how to do is to add a sequential number to a query output in SQL. Using the rank function you can get this. A query such as select rank() OVER (ORDER BY accountid) as xrank, account, accountid from account Will return the accountid and a sequential number based on […]
Working with non-nullable types in C# can be a bit of a pain. In the world of SalesLogix you may occasionally run into an error like this: The key to this error is the part about “Data value overflowed the type used by the provider “. How do you know? Well trust me it is. […]
I recently ran into an issue with a SQL server installation at a client where I tried to open a SSIS package using the BIDS interface but would receive an error upon the package loading that said: Microsoft visual studio is unable to load this document. To design Integration Services packages in Business Intelligence Development […]
I was recently asked to provide the ability to extract out of a SalesLogix SQL database, all of the indexes on every table. There is no way of doing this through the SQL management studio but you can use a T-SQL script to do so. Here is a sample script that will loop through all […]
Finding row counts of tables in a database
It seems like every time I go to run a SSIS package on a 64 bit machine I forget how to set the flag to run the package in 32-bit mode to be compliant with the 32-bit SalesLogix OLEDB provider. Here are the steps: · Open the package in visual studio · In the Solution […]
I just came up with a really cool way of doing some potentially really cool and complicated things from with the SalesLogix Word Mail Merge engine utilizing a combination of SQL merge fields and SQL functions.
When restoring a SalesLogix SQL database backup from one server to another, you must synchronize the database’s sysdba user to the new SQL server’s sysdba user. This can be done using a SQL stored procedure. SalesLogix provides this procedure under their database folder on the install DVD. Inevitably I find I need this T-SQL […]
I recently ran into an issue when trying to edit a SalesLogix table in the SQL Management Studio 2008. I was trying to increase the length of a field while in a table’s design mode. When I went to save my change I received this error: Saving changes is not permitted. The changes you have made require the following tables to be dropped and re-created. You have either made changes to a table that can’t be re-created or enabled the option Pr...
How to determine the size of database objects using a T-SQL script
ERP Link will not work with SmallInt data types, even though they are a valid SalesLogix data type and can be selected when adding a field to the database in the SalesLogix Workgroup Administrator.