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Dovetail Developer Workshop
This five-day class is designed to prepare attendees with the skills to configure, manage, and customize a Dovetail CRM environment. The syllabus includes a thorough review of the base-line architecture, and many intensive programming labs where students build significant new functionality using all the elements needed to both customize existing pages and create new ones. Attendees should have experience with customizing Clarify and web development as listed in the prerequisites section below.
Unit 1: Overview
- Overview of Dovetail Software
- Overview of Dovetail CRM components
- Dovetail SDK
- Dovetail Admin
- Dovetail Agent
- Dovetail SelfService
- Dovetail SchemaEditor
- Dovetail RuleManager
- Dovetail Email Agent
- Dovetail Archive Manager
- BOLT
Unit 2: Tools
Installation and usage of:
- BOLT
- SchemaEditor
- ArchiveManager
Unit 3: Dovetail SDK
- Installation
- Application structure
- fcApplication and fcSession objects
- fcGeneric and fcBulk objects
- CB and eBF interfaces
- Querying data
- Inserting/updating data
- Deleting data
- Bulk routines versus Generic routines
- Relating/unrelating objects
- Using the cache
- Optimizing performance
- Logging
- High-level API programming
- Dovetail Admin Application
Unit 4: Dovetail Agent
- Installation/configuration
- Overall structure
- Client/Server scripting
- Style sheets
- Pages
- Login/logout
- Console
- Agent programming
- Menus
- Web privclasses
- Grids
- Tabs
- Dirty Bit Processing
- Required Fields
- Available Functions
- Troubleshooting
- Conversions
(Optional) Unit 5: Server Processes
Installation and usage of:
(Optional) Unit 6: Dovetail SelfService
Installation and usage
(Optional) Unit 7: Advanced Topics
- Color Settings
- Data Restriction
- Internationalization/localization
- Unicode
(Optional) Unit 8: Dovetail Agent Demo/Walkthrough
New & Augmented Behavior
Prerequisites
- Experience with customizing Clarify
- DD Editor
- UI Editor
- Clear Basic programming
- HTML
- JavaScript
Lab Prerequisites
- A laptop with working instance of Clarify
- Required: Clarify version 7 or later
- Recommended: Clarify version 9 or later
- Supported databases:
- (Preferred) Microsoft SQL Server 2000 or 2005
- Oracle 8, 9, 10
- Microsoft IIS web server
- Microsoft .NET Framework 1.1
- Microsoft .NET Framework 2.0
- Microsoft Internet Explorer (version 6 or 7)
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