Data Maestro In CRM Sample App

An example of the Data Maestro integration is in the CRM sample application. To see it in action you need to do the following:

1. Import and publish the CRM sample application as usual. Note that the name of the application must be CRM and it must only be used in the production mode (not testing mode). You should also NOT allocate a separate database for the CRM business space.
2. In the Configuration Tool double click on the CRM business space in the Elements Tree. The Business Space Editor window will be displayed in the main screen
3. Click on the Import link and import the file AwareIM/sampples/CRM/Schema.xml (where AwareIM is the root directory of your AwareIM installation)
4. Click on the Save Changes button
5. Log into the application using the browser and click on the Data Maestro button in the toolbar at the top of the screen
6. Ask questions like “How many customers do I have?”, “How much time was spent with customers in total?”, “Who has the most contacts with?” and so on.

You can see how the integration is done if you open the Administrator visual perspective and look at the properties of the Right frame. You can also see that the menu command that brings up the Data Maestro is of the “Toggle Visibility of the Right Frame'' type.