Setting Up Data Distribution for a Mobile Device

This chapter provides an overview of data distribution and discusses how to:

Define mobile customer options.
Define mobile attachment rules.
Set up out-of-date detection.

Understanding Data Distribution

Mobile devices may have limited processing power, storage capacity, and display space. You can limit the range and quantity of data that is passed to the mobile device by specifying a data distribution method.

Data distribution for mobile applications:

Implements security.
Filters the data that is downloaded to the mobile device.

Depending on the business objects, PeopleSoft Enterprise Customer Relationship Management (PeopleSoft Enterprise CRM) mobile applications utilize the distribution rules and spider out methods to distribute data from the database to the mobile device.

Distribution Rules

Defining data distribution rules creates structured query language statements that run during synchronization to select the data set that is delivered to the mobile device. The result of data distribution rules is a set of data that is appropriate to the user’s roles. The data set may differ depending on the mobile device.

Spider Out

The result of spidering are rows of data can be required for the mobile device in addition to those selected by the OnSelect event. For example, a contact list on a mobile device includes three people: two from the U.S. states of New York and New Jersey and one from the Canadian province of Ontario. The OnSelect event for state calls for only states or provinces that are in the U.S. Using spidering, the Sync Server retrieves all the U.S. states, but it also retrieves Ontario because Ontario is already present on the mobile device.

Objects	Data Distribution Method
Company (RDM_COMPANY_2)	Data Distribution Rules Spider Out— referenced by transactions such as lead, opportunity, or relationship between a contact and company, and so on. So companies will be downloaded along with those leads, opportunities, contacts, and so on.
Person (RDM_PERSON) Consumer (RDM_PERSON_CI)	Data Distribution Rules. Spider Out from company and consumer as well as from reference by other transactions such as contact of a Lead.
Site (RDM_SITE_2)	Data Distribution Rules. Spider Out from company and consumer as well as from reference by transactions.

Relationship Component (BO_REL_MOBILE)

The Relationship component sources the data in the various components' relationship viewers.

Using distribution rules, you can restrict the amount of relationship instances that are downloaded to the mobile device. If the distribution rules are too restrictive, then only a small amount of relationships will be downloaded. Conversely, if the rules are too broad, then performance may suffer as too many transactions are downloaded to the device during synchronization. There is an option in the mobile installation options to spider out from the customer components. This will enable automatic spider-out of relationships one level deep from each customer. This is one mechanism to supplement or replace data distribution rules.

Defining Mobile Customer Options

In PeopleSoft Enterprise CRM, you can define the options for using the PeopleSoft Enterprise CRM Customer Data Model for the mobile application. The PeopleSoft Enterprise CRM Customer Data Model maintains entries and relationships among company, site, contact, consumer, worker, and other business entities.

Page Used to Define Mobile Customer Options

Page Name	Object Name	Navigation	Usage
Mobile Customer Option	RDM_MOBILE_DFLT	Set Up CRM, Install, Mobile, Mobile Customer Option	Define the data distribution methods that are used to display the Relationship Viewer and the 360–Degree View on mobile devices.

Defining Mobile Customer Options

Access the Mobile Customer Option page.

Default SetID

Filters the customer data.

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, Consumer, 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.

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.

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.

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.

Person Configuration

Select options to set default actions in the Person component. These actions determine how you view the content in the person component. Delivered options include:

When User Clicks "Add" Button

Add new person with contact details

Add new person with consumer details

View for Persons with Multiple Roles

View contact details if the person has Contact role

View consumer details if the person has Consumer role

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.

Note. If you select this option and also select Spider out to Customer, all customer data will be moved to the mobile device which may impact the performance (depending on the volume of customer data in the system).

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 navigate 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 page in the corresponding component.

Defining Mobile Attachment Rules

Before you use the mobile product, you need to set up the following options:

Type of attachments.
Custom size of the attachments (if you want to specify the size of some attachments).
Size of the product images to be displayed on the mobile device.

Pages Used to Define Mobile Attachment Rules

Page Name	Object Name	Navigation	Usage
Attachment	RSF_SYNC_ATTACH	Set Up CRM, Business Unit Related, Mobile Rules	Define mobile sales attachment rules.
Mobile Product Defaults	MOC_OPTIONS_PG	Set Up CRM, Install, Mobile, Mobile Product Options	Define mobile product attachment rules.
Mobile Order Capture Defaults	MOC_OC_OPTIONS_PG	Set Up CRM, Install, Mobile, Mobile Order Capture Options	Define mobile order capture attachment rules.
Mobile Field Service Options	RF_MOB_SYNC_OPT	Set Up CRM, Install, Mobile, Mobile Field Service Options	Define mobile field service attachment rules.

Defining Mobile Sales Attachment Rules

Access the Attachment page.

Sync to Laptop(synchronize to laptop)

Select the synchronization options for attachments to be passed down from the database to the mobile device. Valid values are: All, Size Up To, and None. When you select Size Up To, the system enables you to select attachments up to a certain size.

Sync to PDA(synchronize to personal digital assistant)

Select the synchronization options for attachments to be passed down from the database to the mobile device. Valid values are: All, Size Up To, and None. When you select Size Up To, the system enables you to select attachments up to a certain size.

Defining Mobile Products Attachment Rules

Access the Mobile Product Defaults page.

Laptop Settings

Type	Select the synchronization option for attachments that are 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 select attachments that are less than a certain size.
Size (bytes)	Specify the size (in bytes) of the attachments that you want to pass down from the database to the laptop computer. The system delivers only attachments that are less than the specified size.
Images	Select the size of the product images that you want to pass down from the database to the laptop computer. Values are: Large Image, Medium Image, No Image, Small Image,and Zoom Image. The default is Medium Image.

PDA Settings

Type	Select the synchronization option for attachments that are to be passed down from the database to the PDA. Values are: All Attachments, Custom Size and No Attachments. When you select Custom Size, the system enables you to select attachments that are less than a certain size.
Size (bytes)	Specify the size (in bytes) of the attachments that you want to pass down from the database to the PDA. The system will only deliver attachments that are less than the specified size.
Images	Select the size of the product images that you want to pass down from the database to the PDA. Valid values are: Large Image, Medium Image, No Image, Small Image,and Zoom Image. The default is Medium Image.

Defining Mobile Order Capture Attachment Rules

Access the Mobile Order Capture Defaults page.

Laptop Settings

Type	Select the synchronization option for attachments that are 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 select attachments that are less than a certain size.
Size (bytes)	Specify the size (in bytes) of the attachments that you want to pass down from the database to the laptop computer. The system delivers only attachments that are less than the specified size.

PDA Settings

Type	Select the synchronization option for attachments that are to be passed down from the database to the PDA. Values are: All Attachments, Custom Size and No Attachments. When you select Custom Size, the system enables you to select attachments that are less than a certain size.
Size (bytes)	Specify the size (in bytes) of the attachments that you want to pass down from the database to the PDA. The system will only deliver attachments that are less than the specified size.

Defining Mobile Field Service Attachment Rules

Access the Field Service Options page.

Laptop Settings

Type	Select the synchronization option for attachments that are 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 select attachments that are less than a certain size.
Size (bytes)	Specify the size (in bytes) of the attachments that you want to pass down from the database to the laptop computer. The system delivers only attachments that are less than the specified size.

PDA Settings

Type	Select the synchronization option for attachments that are to be passed down from the database to the PDA. Values are: All Attachments, Custom Size and No Attachments. When you select Custom Size, the system enables you to select attachments that are less than a certain size.
Size (bytes)	Specify the size (in bytes) of the attachments that you want to pass down from the database to the PDA. The system will only deliver attachments that are less than the specified size.

Setting Up Out-of-Date Detection

The four components (Company, Contact, Consumer, Site) in the PeopleSoft Enterprise CRM mobile applications utilize the Basic table to accommodate out-of-date detection. In order to set up for out-of-date detection, you must enable basic data for the company, contact, individual consumer, worker and site roles on the Role Type page.

Page Used to Set Up Out-of-Date Detection

Page Name	Object Name	Navigation	Usage
Role Type	RBM_DD_ROLE	Set Up CRM, Common Definitions, Customer, Role Type	Define the role type for the components and to enable out-of-date detection.

Enabling Basic Data

Access the Role Type page.

Enabled for Basic Data

Select to enable maintenance of the Basic Data table. This also enables out-of-date detection for mobile customer applications.

Default SetID	Filters the customer data.
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, Consumer, 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.
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.
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.
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.
Person Configuration	Select options to set default actions in the Person component. These actions determine how you view the content in the person component. Delivered options include: When User Clicks "Add" Button Add new person with contact details Add new person with consumer details View for Persons with Multiple Roles View contact details if the person has Contact role View consumer details if the person has Consumer role
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. Note. If you select this option and also select Spider out to Customer, all customer data will be moved to the mobile device which may impact the performance (depending on the volume of customer data in the system).
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 navigate 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 page in the corresponding component.

Sync to Laptop(synchronize to laptop)	Select the synchronization options for attachments to be passed down from the database to the mobile device. Valid values are: All, Size Up To, and None. When you select Size Up To, the system enables you to select attachments up to a certain size.
Sync to PDA(synchronize to personal digital assistant)	Select the synchronization options for attachments to be passed down from the database to the mobile device. Valid values are: All, Size Up To, and None. When you select Size Up To, the system enables you to select attachments up to a certain size.