Welcome to the documentation for development, deployment, and system administration for NexJ CRM 8.9

Contents in this space

• NexJ CRM Release Notes
  • Release contents
    • Documentation contents updates
  • Certified configurations, supported platforms, and hardware and software requirements
  • Upgrade notes
  • New features
    • New features delivered in 8.9.1
    • New features delivered in 8.9.0
    • New features delivered in 8.8.1
    • New features delivered in 8.8.0
    • New features delivered in 8.7.0
    • New features delivered in 8.6.0
    • New features delivered in 8.5.0
    • New features delivered in 8.4.0
    • New features delivered in 8.3.0
    • New features delivered in 8.2.0
    • New features delivered in 8.1.0
  • Resolved issues
  • Known issues and workarounds
    • CPM
    • Desktop
    • Microsoft Exchange Server
    • Reporting and analytics
    • Mobile
    • Admin
    • Technology
• NexJ Reporting Engine Release Notes
• NexJ Add-In for Microsoft Office Release Notes
• NexJ CRM application development
  • Prerequisites and platforms supported by NexJ CRM
  • Configuring the NexJ Studio installer
  • Setting up NexJ Studio
  • Introduction to the NexJ CRM model
  • Defining models
  • Upgrading models
  • Managing model behavior using aspects and augments
  • Accessing JSON objects using a RESTful connection
  • Using and generating versioned APIs to invoke model services
  • Load testing the application server
  • Creating portlets
    • NexJ CRM portal concepts
    • Developing effective portlets
    • Creating portlets in NexJ Studio
    • Creating portlets outside NexJ Studio
    • Creating the portal application user interface
    • Scheme API reference for NexJ CRM portal containers
    • JavaScript API reference for portal containers
    • Generating and viewing WSDL files
  • Administrating portal applications
    • Modifying applications
    • Administrating workspaces
    • Editing portlet details
    • Creating and configuring portlet groups
    • Invoking specific NexJ CRM workspaces
    • Configuring portal login bulletins
    • Customizing sidebar zones
    • Adding typeahead pickers
    • Adding rich text editors
    • Portal administrator privileges
    • Portal user privileges
  • Managing tile controls
    • Types of tile controls
    • Adding tile controls to applications in NexJ Studio
    • Tile control design patterns
  • Docking workspaces
  • Defining messages and transformations
  • Using facets to enhance metadata
  • Developing BI models
  • Loading databases
  • Generating database schemas
  • Using unit of work listeners to share data updates
  • Using JasperReports
    • JasperReports concepts
    • Installing Jaspersoft Studio Professional and the NexJOO adapter
    • Example report
    • Jaspersoft Studio Professional environment
    • Report queries
    • Managing reports
    • Managing fields
    • Managing and passing parameters
    • Managing variables
    • Subreports
    • External reports
  • Configuring functionality for NexJ applications
  • Generating NexJ documentation
  • NexJ writing style conventions
  • Presentation layer elements and naming conventions
  • NexJ CRM sample data
  • Attributes and data types
  • Debugging
  • Developing CPM forms
  • Configuring business process forms
    • Configuring pages
      • Adding pages
      • Managing sections
      • Configuring questions
        • Question types
        • Adding questions
        • Binding and syncing questions
        • Adding global properties
        • Editing global properties
        • Deleting global properties
        • Grouping questions
        • Editing questions
        • Deleting questions
        • Field controls
        • Adding field controls to questions
      • Tokens for business process templates
      • Editing pages
      • Copying pages
      • Deleting pages
      • Adding headers and footers
      • Parameterized text
    • Configuring form flows
      • Managing nodes
      • Configuring connections
      • Configuring print documents
        • Adding print documents to forms
        • Configuring print document merge fields for forms
        • Configuring print document merge fields in PDFs for forms
        • Adding branch conditions for print documents
        • Modifying branch conditions for print documents
        • Removing branch conditions for print documents
      • Adding a property page
      • Resetting form flow layouts
    • Configuring flow templates
      • Creating flow templates
      • Object types
      • Activating flow templates
      • Editing flow templates
      • Copying flow templates
      • Deleting flow templates
      • Exporting and importing flow templates
  • Testing models
• NexJ CRM deployment
  • Deploying NexJ applications
    • NexJ system architecture and deployment
    • Prerequisites and supported platforms
    • Creating environment files
      • Creating a new environment file
      • Creating a new global environment file
      • Setting the application server
      • Adding PKI keys to an environment file
      • Configuring time zones
      • Configuring the cluster discovery protocol
      • Enabling opportunity approvals in business processes
      • Creating data source connections
      • Creating channel connections
      • Creating SOA connections
    • Example environment settings for NexJ CRM deployment
    • Configuring a database environment
    • Configuring application servers
      • Setting up the WebSphere Application Server environment
      • Setting up NexJ Server
    • Logging activity in server environments
    • JMS engine integration
    • Kafka server integration
    • Deploying applications
  • Configuring security settings
    • Configuring single sign-on
    • Configuring flexible authentication
    • Securing NexJ applications
  • Performing optional configurations
    • Push server configuration
    • Deploying Ad Hoc Reports for NexJ CRM
    • Computer telephony integration with NexJ CRM
    • Configuring audit trails
    • Session persistence
    • Setting the lead mode and enabling online help
    • Reserving servers for specific functions
    • Deploying Client Insights
    • Deploying mailer templates
  • Upgrading to NexJ CRM version 8.9
    • Deployment and developer upgrade tasks
    • Additional upgrade considerations
  • Troubleshooting deployment issues
  • Additional resources
    • Scheme scripts for local users administration
    • Push notification architecture overview
• Microsoft Exchange Server Synchronization
  • Configuring NexJ CRM synchronization
    • Enabling synchronization with Exchange Server
    • Creating an anonymous NexJ user
    • Configuring Exchange users with impersonation privileges
    • Disabling throttling for Exchange Server
    • Adding synchronization targets for Exchange Server
    • Specifying the notification communication method
    • Configuring global Exchange synchronization options
    • Enabling Exchange synchronization features
    • Enabling delegate access to private items
    • Creating links to folders on the Exchange server
    • Exchange mailbox migration
    • Changing the content-transfer-encoding scheme for meeting invitations and emails
  • Synchronizing NexJ CRM and Exchange Server
    • Pausing and resuming real-time synchronization
    • Manually synchronizing with an Exchange server using snapshots
    • Synchronization rules
      • Contact synchronization
      • Schedule item synchronization
      • Task synchronization
    • Conflict detection and resolution
    • Resetting folder states
    • Time zone considerations
  • Special considerations
  • Recovery scenarios
  • Channel settings for a typical NexJ CRM deployment with Exchange Server
• System administration
  • NexJ Admin Console and NexJ System Admin Console overview
  • System and object level security
  • Enabling features for NexJ CRM
    • Enabling application features
    • Enabling user options
    • Enabling Capital Markets functionality
    • Enabling notifications
    • Limiting visibility of contacts in schedule items
  • Configuring users and user access
    • Configuring and organizing users
      • Configuring users
      • Configuring user groups
      • Configuring group types
      • Configuring user types
      • Configuring user teams
      • Configuring user lists for activities
    • Configuring user coverage
      • Adding client coverage groups
      • Adding and removing client coverage group members
      • Deleting client coverage groups
      • Adding coverage roles to a coverage group
      • Assigning default client and opportunity coverage roles
      • Specifying coverage hierarchy settings
    • Configuring privilege groups
      • Creating privilege groups
      • Modifying privilege group properties
      • Changing privilege group members
      • NexJ CRM privileges
  • Customizing enumerations
    • Filtering the Enumerations page
    • Adding enumerations
    • Deleting enumerations
    • Adding values to enumerations
    • Modifying enumeration values
    • Reordering enumeration values
    • Deleting enumeration values
  • Configuring entities
    • Configuring entity types
      • Adding entity types
      • Deleting entity types
      • Modifying entity types
        • Modifying details for an entity type
        • Modifying communication types for an entity type
        • Modifying address types for an entity type
        • Modifying categories for an entity type
        • Modifying custom field types for an entity type
        • Enabling portlets for an entity type
    • Configuring hierarchy roles
    • Configuring communication types
      • Adding communication types
      • Deleting communication types
      • Modifying communication types
      • Available communication type properties
    • Configuring address types
    • Configuring categories and category groups
      • Managing categories
      • Managing category groups
    • Configuring custom fields and custom field groups
      • Managing custom fields
        • Adding custom fields to the system
        • Adding quick picks to a custom text field
        • Modifying custom fields in the system
        • Modifying the master sort order of custom fields
        • Deleting custom fields from the system
        • Creating merge fields that reference custom fields
      • Modifying custom field groups
    • Configuring saved lists
    • Configuring entity badges
  • Configuring templates
    • Configuring activity and event templates
      • Configuring activity templates
        • Adding activity templates
        • Modifying activity templates
        • Deleting activity templates
        • Activity template fields
      • Managing badges for activities
      • Configuring event templates
    • Configuring contact center templates
    • Configuring document types and templates
      • Configuring document types
      • Configuring document templates
    • Managing batch communications
      • Configuring merge fields
        • Adding merge fields
        • Merge field expressions
        • Deleting merge fields
        • Exporting merge field lists
      • Configuring batch communications
  • Providing custom tokens and templates for mailer documents
  • Customizing screens, toolbars, and portlets
    • Applying configuration changes to users, user types, or everyone
    • Configuring applications
    • Configuring screens
    • Configuring portlets
    • Deleting customizations to screens, toolbars, and portlets
    • Customizing tabs in forms
    • Loading data in a form
  • Configuring system defined queries
    • Adding system defined queries
    • Editing system defined queries
    • Deleting system defined queries
    • Managing access to queries
    • Entering query expressions
  • Configuring rollup hierarchies
    • Configuring natural hierarchy rollup types
    • Configuring custom field rollup types
  • Configuring workflows
    • Configuring rules and rule sets
      • Adding and deleting rule sets
      • Adding and deleting rules
      • Service request attributes
      • Rule sets for service level agreements
    • Using rules to assign roles or activities to users
    • Configuring work queues
    • Configuring Service Level Management settings
      • Configuring intervals
      • Adding touch types
      • Adding service levels
      • Configuring the default offset for an initial touch target date
      • Mapping tiers to service levels
    • Configuring service level agreement settings
  • Managing Ad Hoc Reports and predefined reports
    • Enabling Ad Hoc Reports and BI functionality
      • Creating the reporting database
      • Setting up the reporting environment
      • Turning on the Ad Hoc Reports workspace
      • Setting user privileges for Ad Hoc Reports
      • Turning on BI data synchronization
    • Configuring predefined reports
  • Synchronizing with external databases
    • Changing synchronization email addresses
    • Overview of LDAP server synchronization
  • Configuring global system settings
    • Monitoring application server cluster health
  • Monitoring NexJ applications
    • Monitoring object queues
      • Filtering object queues
      • Restarting the object queue dispatcher from the Object Queue page
      • Viewing summary information for object queues
      • Viewing details for object queues
      • Editing settings for an object queue
      • Viewing statistics for object queues
      • Viewing messages for object queues
      • Resending object queue messages
      • Troubleshooting object queues
    • Monitoring application-managed resource pools
    • Monitoring log messages
    • Monitoring process queues
    • Working with processes
    • Removing redundant processes from the NJProcess table
    • Monitoring statistics for NexJ applications
      • Viewing JMX statistics in NexJ System Admin Console
      • JMX statistics provided in NexJ System Admin Console
      • Interpreting key JMX statistics
      • Interpreting object queue statistics from the Statistics page
      • Viewing JMX statistics remotely
      • Using NexJ CRM system monitoring tools
        • Generating a thread dump
        • Generating a heap dump
        • Generating a system dump
        • Collecting application logs in a zipped folder
        • Configuring persistent statistics
        • Persisting statistics to InfluxDB
        • Exporting persistent statistics
      • Collecting diagnostic data on dynamic resource pools
      • Interpreting resource pool diagnostic data
      • Viewing dump files for resource pools
      • Resetting statistics
      • System batch processes
      • Restarting the object queue dispatcher from the Statistics page
    • Managing pending time-based actions
    • Enabling client performance metrics
    • Configuring integration log timeout values
    • Enabling integration logging
      • Enabling integration logging for the system
      • Enabling integration logging for a channel
      • Specifying a timeout value for requests and responses on a channel
      • Filtering integration logs
      • Interpreting integration logs
    • Enabling performance banners for individual users
      • Interpreting performance banners
    • Enabling performance banners for your NexJ application
    • Resolving in-doubt transactions
      • Viewing journal entries of in-doubt XA transactions
      • Marking transactions as committed
      • Marking transactions as rolled back
    • Audit trails
      • Working with audit trails in NexJ CRM
      • Working with audit trails in NexJ Admin Console
  • Troubleshooting NexJ applications
    • Troubleshooting unexpected errors in NexJ CRM
    • Troubleshooting re-submit request errors in NexJ CRM
    • Troubleshooting user session load balancing
    • Troubleshooting intermittent session-related or HTTP errors
    • Troubleshooting high application server CPU or memory utilization
    • Troubleshooting overloaded databases
    • Troubleshooting an accumulation of messages on object queues
  • Deleting notifications using batch processes
  • Admin Glossary
• Notices
• Trademarks