integration & customization. confidential information additions to customization suite gui...

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Integration & Customization

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Page 1: Integration & Customization. Confidential Information Additions to Customization Suite  GUI Customization  Web Services

Integration & Customization

Page 2: Integration & Customization. Confidential Information Additions to Customization Suite  GUI Customization  Web Services

Confidential Information

Additions to Customization SuiteAdditions to Customization Suite

GUI Customization Web Services

Page 3: Integration & Customization. Confidential Information Additions to Customization Suite  GUI Customization  Web Services

Confidential Information

GUI CustomizationsGUI Customizations

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Page 4: Integration & Customization. Confidential Information Additions to Customization Suite  GUI Customization  Web Services

Confidential Information

Creating CustomizationsCreating Customizations

Page 5: Integration & Customization. Confidential Information Additions to Customization Suite  GUI Customization  Web Services

Confidential Information

Deploying CustomizationsDeploying Customizations

Customizations can be deployed to an Address Book through the GUI Customization application, or through the Administrator Import Menu.

Customers do not need to purchase the Customization Suite to be able to deploy customizations – integrators may simply distribute exported xml customization files to them for deployment.

Page 6: Integration & Customization. Confidential Information Additions to Customization Suite  GUI Customization  Web Services

Confidential Information

Elements Not CustomizableElements Not Customizable

DB Strings Non-customized Modules, including:

Order Desk MaxFinder/MaxAlarm MaxMobile

Strings not defined in Resources

Page 7: Integration & Customization. Confidential Information Additions to Customization Suite  GUI Customization  Web Services

Confidential Information

Additional ReferenceAdditional Reference

Chapter 2:Customizing the Maximizer Interface

Page 8: Integration & Customization. Confidential Information Additions to Customization Suite  GUI Customization  Web Services

Confidential Information

Web ServicesWeb Services

Web Services allow authenticated access to Maximizer CRM data from remote processes. Examples include:

Website located at an ISP based site accessing an internal Maximizer CRM implementation

Fully customized site (i.e. the customer does not wish to use our Portals but needs access)

Customer wishes to use web technology other than MS .NET (eg – PHP, JSP)

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Page 9: Integration & Customization. Confidential Information Additions to Customization Suite  GUI Customization  Web Services

Confidential Information

Web Services: Supported FunctionalityWeb Services: Supported Functionality

Web Services support basic Address Book functionality: Address Book entries UDF’s Activities (Tasks, Appointments) Notes Documents

Page 10: Integration & Customization. Confidential Information Additions to Customization Suite  GUI Customization  Web Services

Confidential Information

Web Services: ConfigurationWeb Services: Configuration

Configuration hints: Copy dll’s to the webservice bin directory:

Maximizer.Data.dll Interop.maacccesslib.dll Interop.maconfiglib.dll Iternop.webcryplib.dll

IIS virtual directory: application pool should use Classic.Net AppPool

Enable directory browsing or enter exact path and file name of service

Documentation is included with Customization Suite installs