pivotal crm for ipad
Post on 20-Oct-2014
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DESCRIPTION
Overview of the Pivotal iPad application deployment and features. Learn how to install and configure the server-side component and the customization tasks specific to the application user interface.TRANSCRIPT
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PIVOTAL CRM for iPad
Manal SamaanTechnical Trainer
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Agenda
• Pivotal CRM for iPad Overview- Features- Solution Architecture
- Server Side Requirements- Customization • Q/A
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Overview
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Pivotal CRM for iPad Overview
• Is a new mobile option from Pivotal– Allows users to access Pivotal data from anywhere
• Has a client and server component– Pivotal CRM for iPad App – Pivotal Device Server
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Pivotal CRM for iPad Features
• Mobile access to CRM information– Create and manage CRM information from anywhere– Search capabilities– Read-only offline support
• iPad Dashboard: charts, URLs, and SRLs• Integration with other Apps - Skype• Use of native features (GPS, camera, signature
capture)• Customizable using Pivotal Toolkit– Flexible navigation and form layout
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SERVER SIDE REQUIREMENTS
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Sever Component Deployment Requirement
• Server Machine – Windows Server 2008 Service Pack 2 / R2 / R2 SP1 – Microsoft Internet Information Services 7.0 or above– .NET 4.0
• Pivotal CRM System – SP10
• Pivotal Business Server 6.0.10 Hot Fix 1 • Pivotal Toolkit 6.0.10 Hot Fix 2
– Any Pivotal CRM application (CMS, FS or PCM)
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Client Component Deployment Requirement
• iPad – iOS 5.0.1 and above– iPad 2 or 3 is recommended for better performance
• App download from the on App Store• A one time download
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SOLUTION ARCHITECTURE
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Three-tier Architecture
• Data Layer - Includes the databases– The Business Module contains the metadata for the iPad application
• Active Forms• SRLs• Business Objects / Navigation• Security permissions
• Business Logic Layer – Pivotal Device Server – Pivotal Business Server
• Presentation Layer – Device Client - based on Appcelerator’s Titanium Framework
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Deployment Componentsin the DMZ
Open Ports 80/434
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Deployment within the private network
Device Server on same network as PBSVPN from iPad is required
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DEPLOYMENT
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Installing The Device Server• Provide:– Pivotal Business Server URL– Pivotal system name
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Editing the Web.config File
• Location:– Drive:\Program Files\CDC Software\Pivotal CRM\
DeviceServer\• Settings:– ServerUrl: Pivotal Business Server URL – CRMSystemName: Pivotal CRM system name– UserDomain: used when the user logs on without providing a
domain name– File value: log file location– Level value: logging level
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Editing the Web.config File cont’d
• MaxSearchRecordCount: – recommended <= 500 (note: currently is set to 2000,
set to 500)• CacheObjectExpiration: – expiration time of the meta data used by the server– Should be equal to Idle Time-out application pool
setting for consistent object cache expiration– Minimum is 15 min
• maxRequestLength
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Supporting Multiple Pivotal Systems
• Create a new folder for the second Pivotal Device Server
• Copy all the contents - including sub-directories• Grant Network Service Id (read, write) permission to
the App_Data folder
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Supporting Multiple Pivotal Systems cont’d
• Create a new application pool– Verify that the .Net Framework version is 4.0.30319
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Supporting Multiple Pivotal Systems cont’d
• Add a new application on the Default Web Site– provide the alias for the new Pivotal Device Server• used in Device Client to connect to this application
http://<server IP address>/<deviceserver2>
– set the physical path to the new Device Server folder– create a COM+ partition for the Pivotal system– set the ServerURL and CRMSystemName parameters in
the web.config file
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TROUBLSHOOTING
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Troubleshooting the Pivotal Device Server
• Verify that the IIS server is functional and reachable• Verify that the following URL is reachable and
displays a
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Troubleshooting the Pivotal Device Server cont’d
• Error Code 500: verify that – the Pivotal Device Server can reach the Pivotal Business
Server– Pivotal Business Server is running
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CUSTOMIZING PIVOTAL CRM TO SUPPORT THE IPAD APP
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Customizable Objects• Forms: Using the Active From Designer• Navigation bar: Business Objects • Dashboard: Portal categories and Portal Items
(queries, Graphs and URLs)• Server Tasks (App Sever Rules): can be associated
with an Active Form• Setting security permissions
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iPad User InterfaceSearch Panel Active Form
Tab Group
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Viewing Customization Changes on the iPad• Stop the Pivotal Business Server• Recycle the Device Server IIS application pool• Do one of the following to get the latest meta data:– ACC– UFO– Disable Caching of Business Module:
• Logout of App and log back in
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Creating Active Forms • Active Forms are design to include– Tabs
• One Anchored Tab: appears as a header regardless of scrolling• contain Segments
– Segments• Primary: fields from the base table • Secondary: references a linked by a Foreign Key to the form phase table
• Segments can include:– Fields– Static text– Disconnected fields– Icons for a secondary
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Creating iPad Navigation Elements
• Business Objects are used as navigation elements • Appear as a button in the application tab group
menu• Clicking a Business Object from the iPad displays
an associated Active Form• One Business Object per table– Needed only for forms accessible from the application
tab group menu • An Icon must be specified
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iPad Business Objects
• The selected Business Object appears in the upper-left corner of the Active Form title– Reveals a Search Results List
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Sample Business Object
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Setting Searches for a Business Object
• Controlled by security permissions
• Open parameter queries are not supported – Only available for Foreign
Key filters on forms
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Search Results Lists
• The first two visible non-binary columns are shown in the iPad search panel
• The first field with data type DeviceIcon displays an image
• All other non-binary columns are not visible, but content is used when filtering
• Any tables referenced in the SRL, including formulas, must have at least Read access.
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Creating a search Results List
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Customizing the Dashboard• One Portal Category defines all the URLs, Queries,
and Graphs – Controlled by security on Portal Items
• Graphs and URLs are displayed in the top half of the dashboard
• Queries are displayed in the bottom half• Unpredictable which Dashboard is shown when more
than one is available to a user.
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Creating a New Portal Category
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Creating a Portal Item - Graph
The token in the description determines the item location on the Dashboard
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Setting Security Permissions
• The Device Client connection type provided in Pivotal Toolkit 6.0.10 is used to set all application permissions except: – View filters - LAN connection type– Server Task - Client connection type
Note: Reports and Letter Express are currently not supported.
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Setting Security Permissions cont’d• At least Read permission on the Tables• Visible permissions for the Business Object• Grant Visible, Default, and Scriptable permissions
for the SRL• Grant Default and Scriptable permissions for the
Active Form• If no read access assigned to the table, then the
Active Form & Business Object will not be displayed in the application– Check the Device Server log for an error
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Setting Security Permissions cont’d
• Visible and Scriptable for queries– Default: the query executed when a Business Object is clicked
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Setting Security Permissions cont’d
• Portal Items from one Category should be made Visible
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Knows Issues
• DE28219: When a new record is added or an existing record is edited, the changes are not reflected immediately in the searches
• DE28321 The Icon token does not get applied for Foreign Key and Attachment fields
• DE28344 The iPad application sometimes crashes when an incorrect URL is specified in a Webview or URL field.
• DE28345 The iPad client displays the hidden fields. Workaround: Add the hidden field to a hidden segment instead.