Book Structure
This preface provides:
An overview of the PeopleSoft Enterprise Infosync Client 8.9 PeopleBook structure.
A list of reference documentation for setting up and using PeopleSoft Infosync Client.
Book Structure
The PeopleSoft Enterprise Infosync Client 8.9 PeopleBook provides implementation and business processing information for the PeopleSoft Infosync Client application. This documentation is divided into four chapters:
Preface. This chapter explains the structure of this documentation and provides links to other references.
Understanding PeopleSoft Infosync Client. This chapter provides an overview of the integration between PeopleSoft CRM and Microsoft Outlook or Lotus Notes. It discusses the business processes and functionality of the integration that enables total data synchronization with just a mouse click.
Setting Up Integration Between PeopleSoft CRM and PIM (Personal Information Manager) Clients. This chapter identifies the steps you take to set up PeopleSoft CRM and Infosync Client for the integration. To reduce duplicate of information, this chapter provides links to other documents if topics that are discussed in this chapter are documented elsewhere.
Viewing Synchronization Status Information. This chapter discusses the availability of synchronization status and log information for users based on permission lists.
Relevant Documentation
Besides the PeopleSoft Enterprise Infosync Client 8.9 PeopleBook, you can also find information that pertains to this integration in other PeopleSoft documentation. Consult these publications where applicable:
PeopleTools 8.45 PeopleBook: PeopleSoft Integration Broker.
This book describes the processes required to use Integration Broker, which is the integration technology used to facilitate data synchronization between PeopleSoft CRM and other PIM applications. Refer to the tools version for your release.
Supplemental Installation Instructions for PeopleSoft Infosync Client.
This document provides additional instructions for installing PeopleSoft Infosync Client and is available for download on Customer Connection, under Support, Documentation, Documentation Updates, Customer Relationship Management, All in Selected Product Line.
PeopleSoft Enterprise Integrated FieldService 8.9 PeopleBook.
This book provides implementation and processing information for your PeopleSoft FieldService application.
PeopleSoft Enterprise Sales 8.9 PeopleBook.
This book provides implementation and processing information for your PeopleSoft Sales application.
About These PeopleBooks
A companion PeopleBook called About These PeopleBooks contains general information, including:
Related documentation, common page elements, and typographical conventions for PeopleBooks.
Information about using PeopleBooks and managing the PeopleBooks Library.
Information on the International Organization for Standardization (ISO) country and currency codes used within PeopleBooks.
A glossary of useful PeopleSoft terms that are used in PeopleBooks.
See Also
Managing the PeopleSoft Online Library and PeopleBooks
Appendix: ISO Country and Currency Codes