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Pilot Setup Guide: SuperOffice Database Replication Version:  1.0 (Pilot Phase) Status:  Beta / Parallel Run This document outlines the technical requirements and steps to set up the new SuperOffice Replication Pilot. Unlike the legacy "Mirroring" solution, this client uses Change Data Capture (CDC) to stream data changes from the SuperOffice Cloud (Source) to your local SQL Server (Target) in near real-time. Pilot Strategy for customers using "Database Mirror": During the pilot phase, you must run this replication client in parallel with your existing mirroring solution. Do not disable legacy mirroring until data integrity has been validated. Change Data Capture:  Enabling CDC increases the database size (approx. +20%) and transaction log usage   Task-list for the IT Administrator Phase 1: Approvals & Access   Request Backend Enablement:  Submit the Pilot Entry Form to request backend preparation. Note: SuperOffice Operations must manually enable Primary Keys on the source database before you proceed. Open and submit this form   Network Configuration:  Whitelist the following hostnames for outbound traffic (HTTPS/443): id.superoffice.com  (Authentication) online.superoffice.com  (Replication Stream) Phase 2: Local Environment Prep   Create Target Database:  Create a  new, empty  SQL database on your local server (or Azure SQL). Example Name:   SuperOffice_Replication   Create SQL User:  Create a dedicated SQL user for the client. Permission Requirement:  The user must have  db_owner  privileges (or minimally: Read/Write + Create Table rights). Phase 3: Client Installation   Download Client:  You will get a link to download the  Replication Client  from Operations (zip file). (Later: Log in to OC and download)   Extract Files:  Unzip to a dedicated folder (e.g.,  C:\Replication\ ).   Configure Connection:  Open  appsettings.json  and update the  ConnectionStrings  section. "ConnectionStrings" : { "DefaultConnection" : " Server=YOUR_SERVER;Database=YOUR_DB;User Id=YOUR_USER;Password=YOUR_PASSWORD;TrustServerCertificate=True; " }   Phase 4: Activation (Provisioning) Prerequisite: Ensure you have received confirmation from the Pilot Team that Backend Enablement is complete. Open Command Prompt (CMD) or PowerShell as Administrator. Navigate to the installation folder. Run the provisioning command: SuperOffice.Online.Replication.Client.exe provision Authenticate: A browser window will open. Log in with your SuperOffice Administrator credentials - for your CRM Online tenant. (If multi-tenant) Select Tenant: Choose the customer tenant you wish to replicate. Create Session: Enter a unique name for this replication session (e.g., Pilot_Prod_Node_01).   Phase 5: Go-Live [ ] Run Initial Sync: Download the schema and initial data load. SuperOffice.Online.Replication.Client.exe sync Duration depends on database size. This step creates the tables in your local SQL DB. [ ] Install as Service: Register the client as a Windows Service for continuous background operation. [ ]Start Service: Start the Windows Service for continuous background operation. SuperOffice.Online.Replication.Client.exe install sc start "SuperOffice Replication Client" [ ] Verify Service is started.   Phase 6: Maintenance & Validation [ ] "Database Mirror"-customers - Data Validation: Periodically compare row counts between your legacy Mirroring database and the new Replication database to ensure integrity. [ ] Monitor Disk Space: Ensure your local server has sufficient storage for the growing database.

SuperOffice Online Replication allows customers to stream their CRM data from the SuperOffice cloud into their own infrastructure (SQL Server) in near real-time. Why are we running this pilot? We are launching the Replication Pilot to validate the successor to our legacy "Mirroring" solution.   This is a critical infrastructure upgrade driven by three main factors: Future-Proofing for Cloud : Legacy Mirroring is not supported in our new Azure Public Cloud (APC) environment. As SuperOffice migrates customers to APC, all Mirroring users must eventually switch to Replication to maintain access to their data. Real-Time Data: We are moving from scheduled batch updates (every ~20 minutes) to near real-time streaming. The new solution uses Change Data Capture (CDC) technology to stream changes immediately as they happen. Simplified Security: We are switching from a "Push" model to a "Pull" model. You no longer need to host a public-facing web service (WCF/IIS) or open incoming firewall ports. The new client sits safely inside your network and reaches out to us. Who can join? This pilot is designed for IT administrators and partners who are comfortable managing SQL Server infrastructure. You are a good fit if: You currently use Mirroring: We specifically need existing customers to run this new client in parallel with their old solution to verify that the data is identical. You have SQL Server resources : You must provide a local SQL Server (or Azure SQL) and have a dedicated IT resource capable of installing Windows Services and configuring connection strings. Report your interes here

Hi, I’ve created some additional tables, but when I try to search for data in those tables, no search criteria are available. Has anyone experienced this issue or knows how to make the table fields appear as search criteria? I Can add data to the tables. Same if I publish table in "Find" or use it from "Custom Objects" menu. OnSite version: SuperOffice CRM OnSite 11.6 Release_OnSite_11.6_2026.01.29-01  

Hi Espen, If you are free today, we can connect on Microsoft Teams to check on the issue. Please, let me know

Hi Alexander, I beleive I already answered you in the request you sent, but for others who find your question: Take a look at PATCH for the entity you want to update, here for company cards: https://docs.superoffice.com/en/api/reference/restful/rest/Contact/v1ContactEntity_PatchContactEntity.html

Helo, I like to setup av simples overview of companies that we will approach during 2026, and the progress of that. My idea is to create  selection of companies with a certain tag selection of companies with the tag, and an acitivity created during 2026 selection of comapnies with the tag, and an slaes object created during 2026. ideally, I would litke to have the companies disaapear from selection 1 when they have an acitivity created, and they should also disappear from the selection 2 when we have created an sales object. IS the above duable? If so, pls advice how to do the setup. I would to display this within a dashboard for our company. TIA Peter