Files, demonstration data and updates

Protect stored files and verify the application after maintenance.

Needs: Administration

After an update, test the work your organization relies on. On CRM-NG Cloud we look after file storage, scheduled jobs and updates; the file checks below are for self-hosted sites.

Check file protection (self-hosted)

Client documents use wp-content/ccp-private/, with gated downloads and restrictions on direct web access. Project files are protected under cgcrm-private/projects/ and use staff download checks.

Confirm that the web server denies direct access to private files. Nginx requires its own rules because it does not apply Apache .htaccess files. HR files are stored in the media library and need a separate access review.

Manage demonstration data

Use Settings → Demo Data in a controlled demonstration environment. Cleanup is based on the application's demonstration registry. Review the records it identifies and do not expand removal to unrelated customer data.

The production screenshots in this guide include demonstration records. They illustrate the application, rather than presenting verified customer or financial results.

Update and verify

1. Back up the database, application files and protected uploads together, and confirm that they can be restored.
2. Read the core, Pro and relevant third-party release notes.
3. Update staging first and check that migrations finish.
4. Test sign-in, ordinary user access, customer records, tickets, documents and billing, plus HR or Accounting where enabled.
5. Check scheduled jobs and integration status.
6. Use the approved release process for production, then repeat the essential checks there.

Keep credentials, database dumps and private uploads out of public source and documentation packages. Reading this HTML guide does not require a live CRM-NG account.