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.

The sample data includes users that you can log in with and contacts that you can use to explore functionality in 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 sampleData="false" attribute, and change the attribute value to true.

3. Click Save in the toolbar to save the changes to the environment.

4. Load data by recreating the database.

5. 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, use the details for any of the users listed in Users included in the sample data.

These changes are reflected in the environment file XML as follows:
<Environment ... sampleData="true">

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

Loading sample data using NexJ Admin Console

You select and load sample data categories in the Sample Data Seeder dialog, which is launched from Sample Data in the application toolbar in NexJ Admin Console. This helps you to focus your testing on specific areas of the application.

The Sample Data button is only enabled when the sampleData=true attribute is set in the environment file. For information about configuring the environment file, see Loading sample data using the environment file.

To load sample data using selected data categories:

1. In NexJ Admin Console, click Sample Data.
   The Sample Data Seeder dialog opens.

2. Select the data categories that you want to load.

   Some categories can be generated multiple times. For example, you can generate Leads data multiple times. Other categories can only be run once. For example, Capital Market can only be enabled once.

   
   

   In the following table, categories that are identified as being only available for 8.X releases can only be loaded using the classic user interface.

   
   

   Category Type	Category Name	Description	Release availability
   Import Basic Data	Common Data	Generates users and contacts with associated data to show activities, opportunities, and other sample data.	Available for 9.X and 8.X releases
   Enable Vertical	Wealth Management	Enables the Wealth Management vertical for the application.	Available for 9.X and 8.X releases
   	Corporate & Commercial Banking	Enables the Corporate Banking vertical for the application.	Available for 9.X and 8.X releases
   	Capital Market	Enables the Capital Market vertical for the application. Displays a summary designed for Capital Markets.	Only available for 8.X releases
   Enable Feature	Enable Rule-based SLA	Seeds data for the Service-Level Agreement functionality. Enables the System Preference Service Request SLA, that can be seen on the Global Application Settings page. Seeds work schedules and adds two sample rules on the Rules Editor page: A rule for first response to a Service Request based on a contact's tier level (SetServiceRequestFirstReponseBy). A rule to set the resolution time of a Service Request.	Available for 9.X and 8.X releases
   	Seed Call Records	Enables Call Records, seeds in Act templates for Call Records and creates records for BMO Asset Management Inc., Atlantic Investment Management, Inc. and Apple Inc.	Available for 9.X and 8.X releases
   	Seed SLM	Seeds Service-Level Management (SLM) data. Generates sample SLM data for users wm1 and wm2. Creates SLM touches from one year ago to the present. Advancing month by month, it completes SLM touches and creates future touches. When completed, log in with user wm1 and navigate to the Home workspace to see the generated SLM data.	Only available for 8.X releases
   	Seed Tags	Enables the Tag feature and generates some sample Tags for contacts. For examples, see the Lamont family members.	Only available for 8.X releases
   	Seed Service Request External ID	Adds external identification to Service Requests for certain contacts. For examples, when this feature is enabled, see the Lamont family Service Requests.	Available for 9.X and 8.X releases
   	Seed Service Request Assessment	Seeds Service Request Assessment templates for certain contacts. The Lamont family has assessments assigned to their Service Requests.	Available for 9.X and 8.X releases
   	Seed Service Request Approvals	Seeds Approval templates for Service Requests. The templates are workflows that demonstrate the approval process for Service Requests.	Available for 9.X and 8.X releases
   	Enable Birthday Mailer	Adds a document folder and sample birthday mailers for contacts.	Only available for 8.X releases
   	Enable Email Sig.	When this feature is enabled, the user can add a signature to batch emails.	Available for 9.X and 8.X releases
   	Enable Service Requests	Seeds in templates required for the Service Request feature. Templates are shown in the Service Request workspace.	Available for 9.X and 8.X releases
   	Enable Reporting	Enables the Direct-Reporting feature. This feature enables privileges for users wm1 to wm9 and seeds sample direct queries.	Only available for 8.X releases
   	Enable Client Insights	Enables the Client insights feature. On the Contacts workspace, the Insights tab is displayed with sample articles shown based on a contact's interests.	Only available for 8.X releases
   	Enable Email-to-Service-Request	Enables the Email-to-Service-Request feature. This feature enables incoming emails to be converted into Service Requests for contacts. Contacts are matches by the incoming email address.	Available for 9.X and 8.X releases
   	Enable CPM	Enables the CPM feature in the application and seeds sample forms.	Only available for 8.X releases
   Generate Data	Tags	Generates sample data for tags.	Only available for 8.X releases
   	Interests	Generates sample data for interests.	Only available for 8.X releases
   	Leads	Generates sample data for leads.	Only available for 8.X releases
   	B2B Companies	Generates sample data for business to business companies.	Available for 9.X and 8.X releases
   	Service Requests	Generates sample data for Service Requests.	Available for 9.X and 8.X releases
   Generate Data (High Volume)	Leads	Generates the sample data for 500 leads.	Only available for 8.X releases
   	B2B Companies	Generates 1,560 business to business companies. Each company has an associated contact, and about 30 meetings or tasks and 2 or 3 opportunities.	Available for 9.X and 8.X releases

   
   

3. Click OK to load the selected data.
   The execution status for each selected category can be viewed in the Process page in NexJ Admin Console. You can also reopen the Sample Data Seeder dialog to see a high level status of the data load. For example, if the category has a status of Completed in the Sample Data Seeder dialog then you have successfully loaded the data.

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

Users included in the sample data

Sample data includes users that you can log in with to experiment with NexJ CRM.

Sample data users have access to different functionality in NexJ CRM depending on the user groups, and privilege groups that the user is assigned to.

User groups
User groups can determine the features that are available to you. For example, if you log in as a member of the Life Insurance user group, you can create a predefined filter in the Contact workspace. You can save the filter with security settings to make it available to other members of this group. Creating a predefined filter is not available if you log in as a member of another user group.

Privilege groups
Privilege groups can determine the workspaces that are visible to you. For example, only users with Call Center User or Call Center Admin privilege groups can see the Call Lists workspace. Users with the Administrators privilege group can see all workspaces.

All sample data users have been assigned the Manage Contacts privilege group, which allows access to basic NexJ CRM functionality. For information on the privileges that are assigned to other users, refer to the table called Users belonging to specific privilege groups.

In a production environment, you can use the NexJ Admin Console to further control user access in NexJ CRM.

You can experiment with different functionality from the perspective of several different users. For example:

• Assign tasks and activities to other users. Then log in as a different user and see how the newly-assigned tasks display on the Home workspace, in the My Tasks and My Delegated Tasks tabs.

• See the data and actions that are available to users in the Business Process tab in the Contact workspace. Submit a business process as one user and approve or reject the business process as a different user.

• Create a predefined filter in the Contact workspace and save it to make it available to other users. Log in as another user and use the filter.

The following table lists sample data users. The login password for all sample data users is nexj.

Users included in the sample data

Privilege groups for testing specific functionality

If you want to test specific functionality, you can log in as a user with appropriate privileges. The following table lists the users who belong to specific privilege groups.

Users belonging to specific privilege groups

Contacts included in the sample data

Sample data includes contacts that you can use in NexJ Customer Relationship Management.

The contacts in the two households shown in the following list have more complete and robust data than the other contacts included in the sample data. Use the simple and advanced search options on the Contacts workspace to find these contacts.

Lamont household

• Lamont, Dee

• Lamont, Dionne

• Lamont, Peter

• Lamont, Tim

Reynolds household

• Reynolds, Joan

• Reynolds, Tom

• Reynolds, Diane

• Reynolds, Zak

You can use the contacts to familiarize yourself with functionality in NexJ Customer Relationship Management. For
example:

• Review the records of the heads of household and their spouses in their Details, Journal, and Portfolio tabs on the Contacts workspace.

• Add an activity plan, such as a Financial Review in the Journal tab for one of the contacts. Review how the tasks that are associated with the activity plan are assigned to different users. If you mark some of the tasks complete, notice how the next task in the activity plan becomes active.

• Add a new schedule item on the Schedule workspace and assign it to one or more contacts.