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c360 Audit Administration and Configuration

Guide Microsoft Dynamics CRM 4.0 compatible

c360 Solutions, Inc.

www.c360.com

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Table of Contents _______________________

Table of Contents ............................................................................................. 2

Overview......................................................................................................... 3

Audit Administration ......................................................................................... 5

Register New Custom Entity ......................................................................... 6

Update Primary Fields and Relationships ........................................................ 8

Audit Configuration........................................................................................... 9

Update Config Files ..................................................................................... 9

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Overview _____________________________

c360 Audit is a Microsoft CRM enhancement that allows you to Track and Analyze

all changes made to CRM. The components of c360 Audit are

1. Audit Tracker

2. Audit Analyzer

The Audit Tracker component captures all changes made to CRM data including

custom entities and custom fields. Using the Audit Tracker, organizations will be able

to:

- Track all changes made to CRM data including contact save, lead conversions,

quote deletions, updating of account fields

- See the big picture view of the complete audit trail with the ability to drill down

and open any CRM record with a single click

- See the before and after picture of every CRM save event

- User customizable view to see only the fields that are most critical

- See HOW an Account got its current status; Your existing CRM system is just a

snapshot but using Audit, you can now see HOW

- Increase compliance with legal regulations such as SOX, HIPAA, The Privacy Act,

and others by maintaining a verifiable audit trail

c360 Audit allows you to Track all changes made to CRM data

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The Audit Analyzer component is a power Business Intelligence system that lets

you analyze historical CRM information to gain a better understanding of your

customers. Using the Audit Analyzer, Microsoft CRM users will be able to:

- Get critical insight to your historical CRM data by creating specialized queries like

‘negative queries’, ‘OR queries’ using special operators such as ‘increased’,

‘not changed’ etc

- Sales can now more easily identify ‘stuck opportunities’ in the funnel by creating

the negative query “Show me all hot opportunities where status code has not

changed in the last month”

- Create complicated ‘OR queries’ such as “All opportunities where the Estimated

Amount has changed OR the Account Type has changed”

c360 Audit Analyzer allows you to query and analyzer historical CRM information

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Audit Administration ____________________

Audit Administration tasks can be located by navigating to Settings -> c360 Settings

-> Audit Settings.

Figure 1: c360 Settings

Figure 2: Audit Settings

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Register New Custom Entity

Clicking on ‘Register New Custom Entity’ will add all previously unregistered custom

entities to the Audit database and add links for those entities to CRM. The system

will then display a list of all custom entities in CRM.

Figure 3: Custom Entity Registration Select those custom entities for which changes are to be tracked by Audit and then

click ‘Update’.

Note: For those custom entities that have not be selected, notification of changes

will not be passed to Audit, and therefore there will be no Audit record of those

changes.

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Figure 4: Custom Entity Registration: Success Click ‘OK’.

The system will then display the ‘Plugin Configuration Center’. Select the change

events that Audit will broadcast to Audit, then click ‘Update’.

Note: It is recommended that all events for each entity be selected. Audit will

determine which events are applicable for auditing.

Figure 5: Plugin Configuration Center: Processing

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Click ‘OK’.

Figure 6: Plugin Configuration Center: Success

Update Primary Fields and Relationships

Whenever changes are made to the relationships or primary fields for ANY entities,

the Audit tables must be updated. From the Audit Settings Page (see figure 2),

click on ‘Update Primary Fields and Relationships’. After a period of time (sometimes

several minutes), the following confirmation will appear:

Figure 7: Plugin Configuration Center: Success

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Audit Configuration _____________________

Navigate to Settings -> c360 Settings -> c360 Configuration Center -> c360 Audit.

Then, click the ‘Configure’ button. The Audit ‘Configuration Actions’ page will

display:

Figure 8: Audit Configuration Actions

Update Config Files

Click on either the ‘Update Config files’ tab or ‘Reconfigure’ button:

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Figure 9: Audit Configuration Actions

The following table lists each configuration setting and its purpose:

Configuration Key Possible Values Description

*Audit Logs Write

To txt, db

Where to write the debug files, db - write

to the database, txt - write to text files

Admin 0,1

Require Admin check to use Audit, rarely

is this ever set to 1. Default = 0

Queue Reader

interval 0-10000

the number of milliseconds between the

Audit service checking the Audit queue

table

*Queue Reader

Debug Level 0,3

Set to 3 to enable debugging of the queue

reader. Default = 0

Disable Audit

Service true/false

Stop the Audit service from checking the

queue even if the service is running

*Audit Core Debug

Level 0,3

Set to 3 to enable debugging of core Audit

features. Default = 0

Debug Level* 0,3 Set to 3 to enable debugging of display

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features. Default=0

Changes 0,1

Require if special role is needed to use

Audit. Default = 0

*Queue Reader On

Start-up No/Yes

Set to Yes if trying to Debug. Default =

No

Audit Connection

string

Connection string to locate the Audit

database

NOTE: To enable complete debugging in Audit, the keys indicated with an asterisk

(*) must be set.

Apply access security to the Audit Views

1) An additional key must be added directly to the configuration file: <add key="Changes" value="1" />

2) Create a CRM Security Role named ‘VAST Viewer’ and add to that role all authorized users.