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NexJ CRM sample data

You can use the sample data to experiment with features in NexJ CRM. For example, to experiment with the call records feature, you can select the checkbox for Seed Call Records in the Sample Data Seeder dialog in NexJ Admin Console to enable the feature and load in sample records and activity templates. Sample data is useful for demonstrating how the system looks and is helpful for training as well.

You should not enable sample data for staging or production environments. Sample data should be used for testing purposes only.

Sample data is different from system configuration data. System configuration data is necessary for the application to operate (for example, schedule item templates, custom field types, and so on). Sample data is meant to mimic production data in development or QA environments to help developers and testers with their day-to-day work.

The sample data includes users that you can log in with and contacts that you can use to explore functionality in NexJ CRM.

Sample data is not supported on customized versions of NexJ CRM.

Loading sample data using the environment file

You can load sample data for your development or test environments by setting the sampleData attribute in the environment file in NexJ Studio, and then upgrading or recreating the database for the environment. Before you can load the sample data into your NexJ CRM application, confirm that your system meets the following prerequisites:

  • The application server is stopped.
  • The database is running.
  • You know the URL for the application into which you want to load the sample data.

To load sample data:

  1. In NexJ Studio, in the Deployment layer and in the Environments tab, open the environment file for the environment that you want to add sample data to.
  2. In the Source tab, locate the applicationType="ecrm"attribute. If you are loading sample data for on-premise deployments of NexJ CRM, leave the default value as is. If you are loading sample data for NexJ CRM for Wealth Management (NexJ CRM deployed in the Cloud), change the attribute value to wm for Wealth Management.
  3. Locate the sampleData="false" attribute, and change the attribute value to true.

    When sample data="true" for Cloud deployments, the Keycloak server is configured correctly, and a new user is created in NexJ Admin Console, this user will automatically be created in Keycloak as well. When sample data="false" for Cloud deployments, new users must be manually created in the Keycloak Admin Console.

  4. Click Save
    in the toolbar to save the changes to the environment.
  5. Load data by recreating the database.
  6. Confirm that the sample data was loaded by logging in to NexJ CRM as a sample user:
    1. In a web browser, enter the URL to access the application.
    2. When prompted for a user name and password, you can log in as either “wm1” (for a user named Henry Collins) under a ecrm configuration or “hcollins” under a wm configuration.

These changes are reflected in the following environment file XML example:
<Environment ... applicationType="ecrm"... sampleData="true">

The sample data is loaded and you can log in to NexJ Customer Relationship Management as a sample user.

Refreshing sample data time stamp values for Wealth Management

Administrators can add the wm:RefreshSampleData privilege to a privilege group that they are assigned to in NexJ Admin Console for the Wealth Management application, which is deployed in the Cloud, and then manually refresh sample data time stamp values by clicking Sample Data in the application toolbar, and selecting the Refresh Time & Date checkbox in the Sample Data Seeder dialog.

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