Understanding PeopleSoft CRM Diagnostics

CRM diagnostics consist of seven PeopleSoft application packages, or plug-ins, that can help to troubleshoot the PeopleSoft CRM system setup or integration related problems. When you report a problem to the PeopleSoft Global Services Center, the support representative might ask you to run a diagnostic package to determine how the system is set up.

The delivered diagnostic packages are sufficient to diagnose most system problems. To develop additional diagnostic packages that meet installation-specific needs, use the PeopleTools Application Designer.

See PeopleTools 8.52: PeopleSoft Application Designer Developer's Guide

See PeopleTools 8.52: PeopleSoft Application Designer Lifecycle Management Guide

PeopleSoft CRM diagnostic packages produce reports that appear at the workstation or are emailed to you. You can run the following seven diagnostic packages:

Package Name

Purpose

DIAG_CMSETUP

Displays information about correspondence management installation and setup:

  • Merge Server Definition.

  • Merge Server Printers.

  • Setup Merge Server.

  • Install Options.

  • FTP URL Details for Correspondence Management.

  • Process Scheduler Server Names for Correspondence Management Jobs.

  • Process Scheduler Server Details.

DIAG_EIPGATEWAYINFO

Queries the connection URL and displays information about multiple gateways, if multiple gateways are set up.

DIAG_EIPMESSAGENODES

Displays information about node definition:

  • Message node name.

  • Transaction type (InSync, OutSync, InAsync, and OutAsync).

  • Request message.

  • Request message version.

  • Status (active, inactive).

DIAG_EIPMESSAGES

Displays information about EIP messages that is sorted by the different application names:

  • Message node name.

  • Transaction type (InSync, OutSync, InAsync, and OutAsync).

  • Request message.

  • Request message version.

  • Message handler.

  • Message handler type.

  • Status (active, inactive).

DIAG_SEARCHBUILDSETUP

Displays the following:

  • Information about the last search build.

  • Run control information.

  • Search parameters for CRM_RB_SRCHDB.

  • Search records.

  • Search records and fields.

DIAG_DATASETRULES

Displays information about Data Set Rules:

  • Data Set Rules Name.

  • Status Active.

  • Search Record.

  • Rule Condition.

  • SQL.

DDIAG_PRODCATALOG

Displays information about Product Catalog through input prompt of SETID:

  • List of Products.

  • Catalog Details.

  • Product Association.

  • Product Criteria.

  • Security Membership.

  • Featured Products.

DIAG_RULEROLE_SETUP

Displays information about Role and Rules Setup through input prompt of Operator ID:

  • Role.

  • Role and Rules.

DIAG_SALESTERRITORY

Displays information about Sales Territory Info through input prompt of user id:

  • TREE MANAGER.

  • TREE MANAGER NODES.

  • TREE Details.

  • Territory Details.

DIAG_SALESUSER

Displays information about Sales User details through input prompt of user ID:

  • SALES USER DETAILS.

  • SALES USER VISIBILITY DETAILS.

  • SALES ACCESS PROFILE DETAILS.

Note: Before you can run any of these diagnostic packages, you must register them.

See Register Diagnostics Page.