Installation Table

CFG_SETUP

Set Up CRM, Product Related, Advanced Configurator, Installation, Installation Table

Use the Installation Table page to associate configuration messaging nodes with CRM Applications, and enable Configurator debugging

Configurator Server Node

Select either Define External Node Only, Define Internal Node Only, orDefine Internal/External Nodes depending upon whether you want to use Advanced Configurator with internal, and/or self service CRM applications. When using both internal and external CRM applications, you can define a separate node for the self-service application so that transactions are stored on a separate, secure server.

Note. The Internal Node and External Node fields appear or disappear depending on your selection.

Internal Node

Enter a Configurator Node name. This node is used to integrate the Configurator Server with internal-facing CRM applications, such as PeopleSoft Order Capture.

Note. Nodes are available from the drop-down list, which prompts against the PSMSGNODEDEFN table.

External Node

Enter a Configurator Node name. This node is used to integrate the Configurator server with customer-facing CRM applications, such as Order Capture Self Service.

Debug

When you turn debugging On, raw configuration details are displayed in XML format at run time. What this means specifically is that once you have completed your configuration session, you will be presented with two pages prior to returning to the application which invoked PeopleSoft Advanced Configurator. These two pages contain an XML request and an XML response. The XML request page displays the XML data that was sent to the Configurator server to retrieve information about the configuration; the XML response page displays the XML data that was returned by the Configurator server. This is a useful tool for debugging your schemas because you can quickly verify that XML configuration details are being returned from the calling application just as you would like them to be. When you turn debugging Off (default), you will not see the two XML pages prior to returning to the calling application from your configuration session.

The Configurator Solution Tester also allows this request and response XML to be displayed, as well as providing further debugging options.

Note. Log files are available from the appropriate directory on the Configurator server when Configurator Debug is activated. For example, if your Advanced Configurator server is running on Windows, the logs will be stored in C:\bea\weblogic81\config\CalicoDomain\logs

Display

CFG_SCHEMA_DISPLAY

Set Up CRM, Product Related, Advanced Configurator, Schemas, Schema Setup.

Set Up CRM, Product Related, Advanced Configurator, Schemas, Display. Select Internal Solution.

Use the Display page to choose an external solution, or create an internal solution.

Price

CFG_SCHEMA_PRICE

Set Up CRM, Product Related, Advanced Configurator, Schemas, Price

Use the Price page to set up options for whether or not to return the configuration list price, as well as to establish recurring pricing for configured products.

Request Details

CFG_SCHEMA_OUTPUT

Set Up CRM, Product Related, Advanced Configurator, Request Details

Use the Request Details page to select the configuration information that you want the user to receive.

Display

Schemas

Define the Configuration User Interface that will be displayed at run time.

Pricing

Schemas

Define the Configuration pricing options.

Request Details

Schemas

Define the Configuration details to be sent and received from the Configurator Server.

External Solution

Allows you to direct run-time data from the model to an HTML-based UI built specifically for this solution using JSP and external HTML editing tools (such as Macromedia Dreamweaver).

Note. Templates for Dreamweaver are bundled with the PeopleSoft Advanced Configurator application.

Internal Solution

Allows you to define the user interface from within the PeopleSoft CRM schema setup pages.

Frame Dimensions

Specify the width and height of the embedded, run-time configuration page in pixels.

Note. When the page is saved, there is validation logic to ensure that neither page Width nor Height are less than 800 pixels.

Solution Type

Choose External Solution to select from the existing (externally defined) sets of Configurator solutions on the Configurator Server.

External Solution

When the Solution Type is External, you will be using a predetermined list of solutions each of which already has the user interface display set. Click the Lookupbutton to select an external (predefined solution) from a list of all the current Configurator solutions that exist on the Configurator server.

Solution Tester

Select this link to launch the Configurator Solution Test tool which displays the user interface for this solution ID.

Model Tester link

Select this link to test model functionality for the underlying model of this solution ID.

Frame Dimensions

Specify the width and height of the run-time configuration page in pixels.

Note. When the page is saved, there is validation logic to ensure that neither page Width or Height are less than 800 pixels.

Solution Type

Choose Internal Solution, which allows you to define your own solution without having to return to the environment of the PeopleSoft Advanced Configurator.

Note. When you select Internal Solution, the page updates to display additional sections, which are explained below.

Configuration Type

Choose Component when the solution contains a single model. Choose Compound if the solution contains multiple models. If you choose Component, the list displays only the solutions on the server that contain a single, component model. Likewise, choosing Compound, displays a list of the solutions on the server that contain multiple models.

Note. If you choose Component, all fields on the Display page will be available for updating.

If you choose Compound, the only modifiable fields will be the Compound ID, Model Version, Page Title, Validation on Return, and Captions. You will need to have the individual component schemas already defined.

Model ID/Compound ID

Choose a Model ID (or, in the case of a compound model, Compound ID) for the internal solution.

Use Most Current Version

Select this check box to use the most current model.

Note. When you select this check box, the Model Version options disappear.

Model Version

This allows you to specify a specific version of the model to use. Specify the major and minor version numbers in the relevant edit boxes.

Solution Tester

Click this link to launch the Configurator Solution Test Tool, which launches the model, any database connections, and the actual user interface. Use this tool to verify that the results from the business logic are properly displayed and to check and tune presentation layout (if it is a custom UI) and navigation. This link is keyed by solution ID.

Model Tester

Click this link to test constraints and conditions defined in the model. A test UI is launched, so you can divide testing into two phases: business logic (model constraints and calculations); and presentation (UI, using the Solution Tester). This link is keyed by solution ID.

Page Title

Enter a title to display at for the configuration display.

Restore Policy

You can choose a restore policy that selects either the Original Model Version or the Most Current Model Version. This option gives you control over whether the user's older, saved configurations are run against the newest model version if the user requests a saved configuration to view or to use as the basis for a new configuration. The problem to consider is whether the new model, which can change substantially through updates, can properly display and process configuration data produced by an older model.

Tab

You can control the number of tabs that appear on the page. Enter the number of the tab here, and make your selections for the content of the tab in the Control Setup section.

Tab Caption

Define a label for each tab.

Number of Columns

Define the number of column controls you want to display in the configuration page for this tab.

Sequence

Determine the sequence of the controls displayed on the tabs you create for the configuration page.

Type

Choose from Configuration Attribute, Expression, External Variable, or Selection.

Name

Enter a name for the Configuration Attribute, Expression, External Variable, or Selection.

Attribute

Define the attribute that appears in the drop-down list, or as a radio button selection.

Caption

Enter a descriptive caption that displays on the page.

Control Type

Choose to render the control type as either a Dropdownlist, or Radio Button.

Field Processing

Choose whether this run-time page will use Dynamic or Deferred processing. The Dynamic option causes the page to refresh automatically when the user enters data and tabs out of a field. The Deferred option leaves processing until the Submit button is clicked.

Control Size

Specify the maximum number of characters to allow in the control. This option appears if the Control Type is Configuration Attribute or External Variable.

Show Violations

Select this check box to display red violations text on the selections themselves.

Show Eliminated

Select this check box to show options that are constrained away by previous selections. If unchecked, invalid selections will not display at all.

Show Delta Price

If you have pricing information, select this check box to display pricing change in the form of how much has been added or subtracted to the price by making this selection. This is also known as the ability to show plus-minus pricing.

Return, Return to Manager, Cancel, Update, None

Specify the text that will be used on the labels of the action buttons. These buttons will be viewable on the configuration page. Return, Cancel, Update, and None are available for component models. Return, Cancel, and Return to Manager are available for compound models.

Validate on Return

Select this check box to check the validity of the configuration before returning to the calling CRM application.

Show Configuration List Price

Select this check box to display the list price at the top of the configuration page.

Show Application Violations

Select this check box to show violation messages during product configuration. These violation messages appear at the top of the configuration page in a red text and red button format.

Mode

Indicates which price mode, Standard or Advanced is employed to define the pricing schema as shown on the Configuration List Price grid. Clicking on the Advanced link makes operators and expressions available to further define each control's pricing.

Click Standard to change the mode from Advanced and remove the operators and expressions. See the explanation below.

List Price Source

Select Configurator or Product Definition to indicate whether to draw pricing data for the controls from the Configurator model or from the Product Definition.

Selecting Configurator displays the Configurator List Price grid, in which you specify the controls to be priced and their definitions. Product Definition contain this information already.

Type

Select Expression to identify and define an expression from the Configurator model that will be used to deliver a list price. Select Selection to indicate that an attribute of the specified selection is the source for a list price for that selection.

Note. When the Type is Expression, Name is the only field available for editing. The Delta Price Only check box remains available for selection.

Name

Type or select a name for the selection or expression from the Name lookup list. Names are supplied by the model.

Attribute

Select the attribute of the specified selection from which to take the list price value.

Operator

Appears when Price Mode is set to Advanced. Use the Operator drop down to define an expression to operate on the list price passed to it from the left-hand side of the row.

Delta Price Only

Select this check box to return delta price information for the Selection or Expression. Delta information is a price value that indicates the difference, plus or minus, that the picking of a particular selection had on a price. Delta pricing must be enabled in the model as well.

Recurring Price Source

Select Product Definition to indicate that recurring pricing information is to be taken from the product definition. Select Configurator to define the source for recurring pricing for the product. The Recurring Price grid appears when you select the Configurator option.

Recurring, Expression

Select expressions, defined in the Configurator model, for:

• Recurring Price—Select an expression that provides a value for a recurring charge to be added to the list price.

• Recurring Frequency—Select an expression that defines which recurring frequency is used when adding the recurring charge order line, for example, “MNTHLY”.

• Frequency Description—Select text that describes the Recurring Frequency in words, such as “Monthly”.

Request Message

Specify a Custom XML or Default XMLoutput. Configuration details are in XML, and a default XSLT is provided with Configurator.Select Custom XML to access a text entry field where you can define a request.

Define Request

When you select Custom XML, the Define Request link appears. Click on the link to access a text entry field into which you can enter the XML request.

Render With

Determines how the information returned by the request is displayed. Enter Custom Stylesheet or Default Stylesheetstylesheet. When you select the Custom option, the Define Stylesheet link appears and you can define your own stylesheet. By using a custom stylesheet, you can change the order in which the information is displayed or the amount of information displayed. For example, a custom stylesheet could be used to display expressions first, followed by selection points, and then conflicts. Or you could display just the selection points with selections and not bother to display the actual domain members selected or their quantity.

Define Stylesheet

Click this link to define a custom XSLT stylesheet for this Schema ID. The link accesses a page containing a large text entry field into which you can insert a text defining a stylesheet.

Configuration Details

Select this check box to request configuration details provided by Configurator. Once you check this box, a Configuration Details group box appears and allows you to make detailed selections. See below. The Configuration Details options determine what is included in part of the default xml request.

Package Components

Select this check box to choose name and attribute options for package components. A Package Components grid appears at the bottom of the page. A package component is a one of many products that will eventually make up a package. For example, a “computer” product may actually consist of several products such as a monitor, keyboard, and mouse, as well as the actual computer.

Product Selector

Select this check box to choose name and attribute options for product selections. A Product Selector grid appears at the bottom of the page. The option replaces the product ID on the order capture line with the product ID specified in the chosen selection point.

Purchased Components

Select this check box to choose name and attribute options for purchased components. A Purchased Components grid appears at the bottom of the page. Selecting this option categorizes purchased components for display purposes; no additional processing is performed.

Manufactured Components

Select this check box to choose name and attribute options for manufactured components. A Manufactured Components grid appears at the bottom of the page. As with Purchased Components, selecting Manufactured Components categorizes manufactured components for display purposes; no additional processing is performed.

Routing Operations

Select this check box to choose name and attribute options for routing operations. A Routing Operations grid appears at the bottom of the page. As with Purchased Components, selecting Routing Operations categorizes routing operations for display purposes; no additional processing is performed.

Delta Information

Requests the display of the differences between this configuration and the last submitted configuration. Differences include additions, deletions, and changes to selection points, expressions, and externs.

Compound Violations

Select this check box to return a list of configuration violations for a solution based on a compound model. This check box is only displayed when you select a Configuration Type of Compound on the Display page.

Components

Select All Components, or None.

Connections

Select All Connections, Filtered List, or None.

Structure

Select Include Structure, or None.

Selections

Select All Selections, Filtered List, or None.

Expressions

Advanced Configurator uses boolean, date, string, and numeric logic as key parts of its configuration capabilities. Select this check box to return values calculated by expressions (in the model) during the configuration session.

External Variables

PeopleSoft Advanced Configurator can retrieve external data for the configuration session at run time. Select this check box to return external value details during the order capture configuration session.

Configuration Attributes

Configuration attributes data is normally not essential to the function of the Configurator, and includes data such as a person's name, phone, or email. Select this check box to return configuration attribute data at run time.

Display Component Violations

Select this check box to return component violation information at run time.

Display Selection Violations

Select this check box to return selection violation information at run time.

Order Capture (RO_CAPTURE)

Entry Form Order (RO_FORM)

Create Order/Create Quote, Entry Form, add (configurable) product to order line, click the Configurator button.

Order Capture Self Service (RE_CART)

Shopping Cart (RE_CART)

Add (configurable) product to Shopping Cart, Shopping Cart, click the Configurator button.

Product Catalog (RB_CATALOG)

Product Details (RB_PROD_DTL)

Access a product catalog, select a product from the Product Display page, click the Configurator button.

Configuration HTML Page

CFG_HTML_SEC

Create Order/Quote, Entry Form,. Add (configured) Product to Lines. Click the button.

Add (configured) Product to Cart, Shopping Cart, Click the button.

Service Management, Maintain Service, add (configurable) product, click the button

360 Degree View, Browse Catalog, Product Application page, Select configurable product, Click the button.

Access a product catalog, select a product from the Product Display page, click the button.

Use the Configuration HTML page to configure a product via a PeopleSoft Advanced Configurator session.