When using Infor CRM (formerly Saleslogix), all of the data is stored in a SQL or Oracle database. Since most folks I have worked with use SQL, I will be blogging about that one.
When logging into SQL to backup or restore a database, use the sa SQL account, as it has the rights to do that. When setting up the connection in Infor CRM, set the connection to use the sysdba account, as you want an account that has rights to the data, but not to administrate SQL itself.
When you restore a CRM database (using the sa account), the sysdba account in the database and the sysdba account on the SQL server are not connected. You will need to run a SQL command to connect them. You can run either
sp_change_users_login ‘Update_One’, ‘sysdba’, ‘sysdba’’
or
sp_change_users_login ‘auto_fix’, ‘sysdba’
This will link the sysdba accounts and allow CRM to connect. Make sure you have the CRM/Saleslogix database chosen as the active database when you run the SQL command, or it will error and have no effect (and throw an error).
If your SQL server does not have a sysdba account, you can create one. It should have only the Public role on the server by default. Do not give it any other roles, as it will actually error if you try to connect CRM using an account with too many rights on the SQL server.
Hello,
What happen with SalesLogix Web Client. Is it not required backuping its files located in IIS?
Only backuping SLX DB, we can move the SLX to another/new server? Additional to https://customerfx.com/article/prevent-infor-crm-saleslogix-test-environment-from-attempting-to-sync-to-productions-clients/, what other stuff we should consider if we want to build a testing enviroment?
All the information needed to create the IIS files is stored in the database, so it generally preferable to just use the deployment process to create those files rather than copy them over from the production server.
Listing all the factors in creating a test environment would make this reply much longer than the original post. I will look into creating a separate post on that if I have time in the near future.