2. Targets Pt. 1
Capabilities
Address book, opportunities, sections etc.
Following Window
Folders and files, system structure, tokens, Abinfo
3. Enterprise
- Direct Database Connections.
- Dedicated Server.
- Work Through Web Services (Optional).
CRM Live
- No Database Direct Connection
- Web Services Required.
Capabilities
4. Address book
- Add new AB entry
- Retrieve AB entry info
- Change AB entry info
- Retrieve current AB entry UDF value
- Add as many following windows as you wanted
- Custom database tables connection (grids, inserts and etc.)
Capabilities
5. Sections
- Get current user
- Custom database tables connection (grids, inserts etc.)
- Generate tokens
- Embed external or internal websites.
Capabilities
7. • Address Book (for-ab)
• Opportunities (for-opp)
• Campaigns (for-campaign)
• Hotlist (for-task)
• Customer Service (for-cs)
Following Window
Folders and Files
8. Following Window
Folders and Files
• Configuration File
- Enable new FollowingWindow
- Set the FollowingWindow Tab Name
• Location : “C:Program Files (x86)MaximizerPortalsEmployeeConfigfollowingWindowSets.xml”
- But it can be different between custom setups.
9. • Bin folder
- Place where you put your DLL’s for your new followingWindow
• Location : “C:Program Files (x86)MaximizerPortalsEmployeebin”
Tip: changing the default DLLs for newer versions e.g. telerik, will make maximizer stop
working, if you need to work with any DLL which Maximizer uses, deploy your project with the
same version.
Following Window
Folders and Files
10. • FollowingWindows folder
- Place where you put your web project files (.aspx, .html, .php and etc.)
• Location: “C:Program Files (x86)MaximizerPortalsEmployeeContentFollowingWindows”
Following Window
Folders and Files
11. Following Window
Folders and Files
• Web.config File
- Where you add configuration, such as connection strings, default AB, Declare
assembly's and etc.
• Location: “C:Program Files (x86)MaximizerPortalsEmployeeweb.conf”
12. Following Window
Folders and Files
• MaximizerWebData, web.config File
- Enable MaximizerWebData, to be able to generate tokens and access web hooks
• Location: “C:Program Files (x86)MaximizerPortalsMaximizerWebDataweb.conf”
13. Following Window
Folders and Files
• ClientScript folder
- Where you should put your JS files (JavaScript)
• Location: “C:Program Files (x86)MaximizerPortalsEmployeeClientScript”
15. Following Window
Tokens
• Tokens are used for authorize any action through API, such as, requesting, changing and
deleting information.
• They are generated in the API and stored into the WebAPIToken table.
22. Following Window
Retrieving Token and Editing A.B Entry
• 3rd - In the HTML file create an iframe and put the ASPX
linked to it.
HTML COMPOSITION
<!DOCTYPE html>
<html>
<head>
<title></title>
<meta charset="utf-8" />
</head>
<body>
<iframe id="centerFrame" src=“index.aspx" style="resize:both;
width:100%; "> > </iframe>
</body>
</html>
23. Following Window
Retrieving Token and Editing A.B Entry
//Create an javascript inside the UpperIndex.html file
<script type="text/javascript">
var TrainingTab = new maximizer.FollowingTab();
$("#centerFrame").load(function () {
TrainingTab.on("ParentRecordChange", function (event) {
localStorage['SelectedKey'] = event.data.key;
//taking the index.aspx instance to pass the key information to him
var frame = document.getElementById("centerFrame");
var frameDoc = frame.contentWindow.document;
var Panel1 = frameDoc.getElementById("Panel1");
frameDoc.getElementById("btnReload").click();
});
TrainingTab.start();
});
</script>
24. Following Window
Retrieving Token and Editing A.B Entry
• 4th - Create an JavaScript File, there we will create the Maximizer
methods
25. Following Window
Retrieving Token and Editing A.B Entry
• 5th - Create an JavaScript File, there we will create the Maximizer methods
//Javascript token.js
//1st take the localaddress for the maximizerwebdata
urlMaximizerWebDataAPI =
"http://"+window.location.host+"/maximizerwebdata/Data.svc/json/";
//That will be used in the future
26. Following Window
Retrieving Token and Editing A.B Entry
//2nd Create a method to get substring passed from API to the front end method
function getURLParameter(parameterName)
{
var queryString = parent.window.location.search.substring(1);
var urlParameters = queryString.split('&');
for(var i=0 ; i< urlParameters.length;i++){
var param = urlParameters[i].split('=');
if(param[0] == parameterName){
return decodeURIComponent(param[1]);
}
}
}
27. Following Window
Retrieving Token and Editing A.B Entry
//method to call Maximizer API PG. 412
function callMaximizerApi(baseUrl, methodName, parameters) {
//creating the return variable
var returnValue = '';
//creating the type of the request
var httpRequest = new XMLHttpRequest();
try {
//Openning the request using the provided variables
httpRequest.open('POST', urlMaximizerWebDataAPI + methodName,
false);
httpRequest.onreadystatechange = function() {
if (httpRequest.readyState == 4 && httpRequest.status == 200) {
//if is everything OK with the server's answer then set the result value returnValue
returnValue = JSON.parse(httpRequest.responseText);
}
};
httpRequest.setRequestHeader('Content-Type', 'text/plain');
httpRequest.send(JSON.stringify(parameters));
return returnValue;
} catch (err) {
alert(err);
}
}
