PeopleSoft CRM Multichannel Applications Implementation

PeopleSoft Setup Manager enables you to review a list of setup tasks for your organization for the products that you are implementing. The setup tasks include the components that you must set up, listed in the order in which you must enter data into the component tables, as well as links to the corresponding documentation.

PeopleSoft multichannel applications also provide component interfaces to help you load data from your existing system into PeopleSoft multichannel applications tables. Use the Excel to Component Interface utility with the component interfaces to populate the tables.

This table lists all of the components that have component interfaces:

Component	Component Interface	Reference
RB_ERMS_INSTAL	RB_ERMS_INSTAL_SCI	See Defining System Settings for Email Processing.
RB_ERMS_SETUP	RB_ERMS_SETUP_SCI	See Defining Mail Filters.
RB_MAILBOX_DEFN	RB_MAILBOX_DEFN_SCI	See Defining Mailboxes.
RB_APPSRV_DEFN	RB_APPSRV_DEFN_SCI	See Defining Application Services.
RB_WEBFORM_DEFN	RB_WEBFORM_DEFN_SCI	See Defining Webform Templates.
RB_QUERY	RB_QUERY_SCI	See Query/Keyword Details Page.
RB_QUERY_GROUP	RB_QUERY_GROUP_SCI	See Query Groups Page.
RB_WL_ROUTING	RB_WL_ROUTING_SCI	See Query Group/Worklist Associations Page.
RB_CHAT_ADMIN	RB_CHAT_ADMIN_SCI	See Chat Enabled Page Setup Page.
RB_CHAT_MAP	RB_CHAT_MAP_SCI	See Service Page Mapping Page.
CTI_CONFIG	CTI_CONFIG_SCI	See CTI Configuration Page.
CTI_MAPPING	CTI_MAPPING_SCI	See CTI Mapping Page.

Other Sources of Information

In the implementation planning phase, take advantage of all PeopleSoft sources of information, including the installation guides, data models, business process maps, and troubleshooting guidelines. A complete list of these resources is available in these topics, with information on where to find the most up-to-date version of each:

See product documentation for PeopleTools: Security Administration, PeopleTools: PeopleSoft Setup Manager, and PeopleTools: PeopleSoft Component Interfaces.