Setting Up PeopleSoft Mobile Order Capture

This chapter provides an overview of mobile setup tasks, and explains how to:

Perform an initial, bootstrap synchronization.
Define PeopleSoft Mobile Order Capture options.

Understanding Mobile Setup

Before you can initialize and begin using your PeopleSoft CRM Mobile application, PeopleSoft Mobile Agent must be installed on your mobile device. This installation is described in the PeopleTools Mobile Agent PeopleBook referenced previously.

Mobile device initialization is the process by which application metadata and business data are installed to the mobile device for the first time. Although PeopleSoft Mobile Agent may be installed to the device by an Administrator, only the user of the PeopleSoft Mobile Agent (defined by user ID and user Role) can synchronize application metadata and business instance data from the server to the device.

Note. Take advantage of all PeopleSoft sources of information, including the installation guides, table-loading sequences, data models, and business process maps. A complete list of these resources appears in the preface in the PeopleSoft CRM Application Fundamentals PeopleBook, with information about where to find the most current version of each.

Performing an Initial Bootstrap Synchronization

Initializing a mobile device requires a bootstrap synchronization. The steps required for a bootstrap synchronization are as follows

Install the PeopleSoft Mobile Agent software to the device.
Perform a bootstrap synchronization.
1. Verify that the PSMOBILE.INI file in your WINNT folder, identifies the server you will use to transfer PeopleSoft Mobile Order Capture data between the server and the remote device when you launch the application. This URL should be identified in the SyncGateway parameter. (For example, SyncGateway=http://psuser110200/SyncServer).
2. Launch the PeopleSoft Mobile Agent by selecting Start, Programs, PeopleSoft Mobile Agent, Start PeopleSoft Mobile Agent. If PeopleSoft Mobile Agent is already running on the local machine, you can stop the application, by selecting Start, Programs, PeopleSoft Mobile Agent, Stop PS Mobile Agent.
3. From the Start menu of your computer, select Start, Programs, PeopleSoft Mobile Agent, PS Mobile Application. If the device has not previously been initialized, the PeopleSoft Mobile Device Bootstrap page appears.
4. Sign in to the application with your User ID and Password.
  
  The userID, such as the delivered userID/password,MOCREP/MOCREP, identifies the appropriate application metadata (application definitions) and instance data (business data) to be downloaded to the device. When the sign on information has been entered, the synchronization begins, and the user must wait for this process to complete before launching the application. Subsequent synchronizations do not require a complete synchronization of both metadata and instance data, but only upload changes from the device to the server and reconcile changes between the device and server.
5. Click Synchronize.
  
  The PeopleSoft Mobile Synchronization Results page appears, showing the progress of your bootstrap synchronization.
  
  When complete, check for alerts or notifications.

Both the PeopleSoft Mobile Agent and the PeopleSoft Mobile Order Capture application should now be running. You are now ready to use your PeopleSoft Mobile Order Capture application.

Note. If you make changes to the Capture Type Workbench, or the Setup Workbench in PeopleSoft Order Capture, those changes may not be reflected in PeopleSoft Mobile Order Capture. For example, if you add new order status values they will not appear in PeopleSoft Order Capture. However, any changes in the Integration Workbench or the Order Capture Business Unit component will be reflected in PeopleSoft Mobile Order Capture, if applicable.

Defining PeopleSoft Mobile Order Capture Options

In this section, we explain how to:

Define customer options.
Define product defaults.
Define Mobile Order Capture defaults.

Pages Used to Define PeopleSoft Mobile Order Capture Options

Page Name	Object Name	Navigation	Usage
Mobile Customer Options	RDM_MOBILE_DFLT	Set Up CRM, Install, Mobile, Mobile Customer Options, Mobile Customer Options	Define the data distribution methods to display the Relationship Viewer and the 360 Degree View on mobile devices.
Mobile Product Defaults	MOC_OPTIONS_PG	Set Up CRM, Install, Mobile, Mobile Product Options, Mobile Product Defaults	Determine how attachments and images are synchronized from the product data model in the CRM database to the mobile device.
Mobile Order Capture Defaults	MOC_OC_OPTIONS_PG	Set Up CRM, Install, Mobile, Mobile Order Capture Options, Mobile Order Capture Defaults	Determine how attachments and images can be placed on the order itself.

Defining Customer Options

Access the Mobile Customer Options page.

Default SetID

The ID for this set of options.

Show Relationship Viewer

Select this check box to display the Relationship Viewer on mobile devices. This field will not be enabled if the corresponding option in the Business Object Model System Options is not checked.

Spider Out to Customer

During a synchronization, this option controls whether the synchronization process spiders out to retrieve the full object, that is, Company, Contact, and so forth, or if only the Name is retrieved.

Note. If you check this box, there may be a slight decrease in system performance.

Show 360 Degree View

Select this check box to display the 360 Degree View on mobile devices. This field will not be enabled if the corresponding option in the Business Object Model System Options is not checked.

Spider Out for 360 View

During a synchronization, as transactions are encountered this option will control whether the synchronization process will spider out to those transactions. If this option is checked, the synchronization process will spider out to send all relevant information to the Mobile Device.

Address Purpose Type

These are the defaults for the address contact methods that are created on the device. Delivered values are: Physical Location, Business, Campus, Dormitory, Home, Legal, Mailing, and Other.

Email Purpose Type

These are the defaults for the email contact method. Delivered values are: Business, Campus, Dorm, Home and Other.

Pager Purpose Type

These are the defaults for the pager contact method. Delivered values are: Pager 1 and Pager 2.

Phone Purpose Type

These are the defaults for the phone contact method. Delivered values are: Business, Cell, Default, FAX, Home, Telex, Campus, Dormitory, main and Other.

Bill To Customer

Select this check box if you want customers created on the mobile device to be Bill To customers. Addresses created for a Bill To customer will automatically be marked as a Bill To Address and the primary address will automatically be marked as a Primary Bill To Address. Bill To Customer means that invoices can be sent to the customer or site.

Ship To Customer

Select this check box if you want customers created on the mobile device to be Ship To customers. It should be noted that addresses created for such a Ship To customer will automatically be marked as a Ship To Address and the primary address will automatically be marked as a Primary Ship To Address. Ship To Customer means that invoices can be shipped to the customer or site.

Sold To Customer

Select this check box if you want customers created on the mobile device to be Sold To customers. It should be noted that addresses created for such a Sold To customer will automatically be marked as a Sold To Address and the primary address will automatically be marked as a Primary Sold To Address. Sold To Customer means that invoices can be sold to the customer or site.

Role Type ID

Displays the identification code associated with the business object role type. When adding a new role type, the system automatically assigns a value using automatic numbering functionality.

Role

Displays the role for which you want to view relationships.

Business Object Name Type

Displays the business object name type for which this role type is valid.

Relationship View Name

Select the relationship view that you want to associate with the role.

Spider Out to Relationships

During a synchronization, as transactions are encountered this option will control whether the sync process will spider out to the relationships.

Warning! It is a requirement for PeopleSoft Mobile Order Capture that you select the check box for Company, Contact, and Individual Consumer.

360 Degree Tree Name

The tree displays all activities and interactions for the company or contact. Plus, it can display an add and search node for the particular activity of the tree. Click the detail link to drill down to the detail pages for the activity. Click the add link to access a page where you can add the activity. Click the search link to access a page where you can search for the activity.

360 Degree Tab Number

Displays the tab number of the 360 Degree View.

Defining Product Defaults

Access the Mobile Product Defaults page.

Laptop Settings

Type	Select the synchronization option for product attachments to be passed down from the database to the laptop computer. Valid values are: All Attachments, Custom Size and No Attachments. When you select Custom Size, the system enables you to limit which attachments are synchronized by attachment size.
Size (bytes)	When Custom Size is selected for Type, specify the maximum size in bytes of the attachments that you want to pass down form the database to the laptop computer. The system will only deliver product attachments that are less than the specified size.
Images	Select the product image that you want to pass down from the database to the laptop computer. Valid values are: Large Image, Medium Image, No Image, Small Image, and Zoom Image. The default is Medium Image.

PDA Settings

The PDA options are available for products, as sales uses them on PDA.

Defining Mobile Order Capture Defaults

Access the Mobile Order Capture Defaults page.

Laptop Settings

Type	Select the synchronization option for order and quote attachments to be passed down from the database to the laptop computer. Valid values are: All Attachments, Custom Size and No Attachments. When you select Custom Size, the system enables you to limit which attachments are synchronized by attachment size.
Size (bytes)	When Custom Size is selected for Type, specify the maximum size in bytes of the attachments that you want to pass down form the database to the laptop computer. The system will only deliver order and quote attachments that are less than the specified size.

PDA Options

By default, PDA settings are currently unavailable for selection in PeopleSoft Mobile Order Capture.

Default SetID	The ID for this set of options.
Show Relationship Viewer	Select this check box to display the Relationship Viewer on mobile devices. This field will not be enabled if the corresponding option in the Business Object Model System Options is not checked.
Spider Out to Customer	During a synchronization, this option controls whether the synchronization process spiders out to retrieve the full object, that is, Company, Contact, and so forth, or if only the Name is retrieved. Note. If you check this box, there may be a slight decrease in system performance.
Show 360 Degree View	Select this check box to display the 360 Degree View on mobile devices. This field will not be enabled if the corresponding option in the Business Object Model System Options is not checked.
Spider Out for 360 View	During a synchronization, as transactions are encountered this option will control whether the synchronization process will spider out to those transactions. If this option is checked, the synchronization process will spider out to send all relevant information to the Mobile Device.
Address Purpose Type	These are the defaults for the address contact methods that are created on the device. Delivered values are: Physical Location, Business, Campus, Dormitory, Home, Legal, Mailing, and Other.
Email Purpose Type	These are the defaults for the email contact method. Delivered values are: Business, Campus, Dorm, Home and Other.
Pager Purpose Type	These are the defaults for the pager contact method. Delivered values are: Pager 1 and Pager 2.
Phone Purpose Type	These are the defaults for the phone contact method. Delivered values are: Business, Cell, Default, FAX, Home, Telex, Campus, Dormitory, main and Other.
Bill To Customer	Select this check box if you want customers created on the mobile device to be Bill To customers. Addresses created for a Bill To customer will automatically be marked as a Bill To Address and the primary address will automatically be marked as a Primary Bill To Address. Bill To Customer means that invoices can be sent to the customer or site.
Ship To Customer	Select this check box if you want customers created on the mobile device to be Ship To customers. It should be noted that addresses created for such a Ship To customer will automatically be marked as a Ship To Address and the primary address will automatically be marked as a Primary Ship To Address. Ship To Customer means that invoices can be shipped to the customer or site.
Sold To Customer	Select this check box if you want customers created on the mobile device to be Sold To customers. It should be noted that addresses created for such a Sold To customer will automatically be marked as a Sold To Address and the primary address will automatically be marked as a Primary Sold To Address. Sold To Customer means that invoices can be sold to the customer or site.
Role Type ID	Displays the identification code associated with the business object role type. When adding a new role type, the system automatically assigns a value using automatic numbering functionality.
Role	Displays the role for which you want to view relationships.
Business Object Name Type	Displays the business object name type for which this role type is valid.
Relationship View Name	Select the relationship view that you want to associate with the role.
Spider Out to Relationships	During a synchronization, as transactions are encountered this option will control whether the sync process will spider out to the relationships. Warning! It is a requirement for PeopleSoft Mobile Order Capture that you select the check box for Company, Contact, and Individual Consumer.
360 Degree Tree Name	The tree displays all activities and interactions for the company or contact. Plus, it can display an add and search node for the particular activity of the tree. Click the detail link to drill down to the detail pages for the activity. Click the add link to access a page where you can add the activity. Click the search link to access a page where you can search for the activity.
360 Degree Tab Number	Displays the tab number of the 360 Degree View.