Step 3: Apply customizations to the target system

In this step, you use the .zip file prepared in Step 2: Generate script files to apply your customizations to the target Sage CRM system. Note that your .zip file may contain script files for more than one component.

To apply your customizations, do the following:

• Step 1: Upload component from the .zip file
• Step 2: Install component

Step 1: Upload component from the .zip file

1. Log on to the target Sage CRM system as a system administrator.
2. Go to <My Profile> | Administration | Customization | Component Manager | Components.
3. Under Add Component, specify the .zip file you prepared in Step 2: Generate script files.
4. Click Upload New Component.

Step 2: Install component

1. Under Available Components, click to select the component you have just uploaded.
   You can click View Details to view additional information about the component.
2. Click Install Component.
   • If you didn't modify the script to include parameter information, ignore the message stating "No parameter information found in [component name]". For more information about adding parameter information, see Modifying script files.
   • If you included parameters, complete the fields on the Parameters, Step 1 of 2 screen. Click Install Component to continue installing the component. The Parameters, Step 1 of 2 page might appear without fields, but with information about the component you're installing.

3. Click Preview Install to view the script that's executed when the component is installed and a prediction of whether each step will be successful.
   
4. Select Yes or No in Apply All Changes. These options apply to changes made by previous components to the objects that are being changed by the current component.
• To install everything in the component and overwrite any changes from previous components, select Yes.
• To preserve changes from previous components, select No. Select No only when you've a specific reason for doing so as it may result in your component being only partially installed.
5. Click Install. Component Manager loads the new information, recreates the views, and reloads the metadata. When the Component Installed message appears, you can view the log file that has been generated. Otherwise click Continue to return to the Components tab.

When the component installation completes, you can view the component installation log to see the changes made or issues encountered during the installation.