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PIVOTAL CRM for iPadManal SamaanTechnical Trainer
Agenda• Pivotal CRM for iPad Overview  - Features  - Solution Architecture- Server Side Requirements- Customization• Q/A  ...
Overview
Pivotal CRM for iPad Overview• Is a new mobile option from Pivotal   – Allows users to access Pivotal data from anywhere• ...
Pivotal CRM for iPad Features• Mobile access to CRM information   – Create and manage CRM information from anywhere   – Se...
SERVER SIDEREQUIREMENTS
Sever Component Deployment Requirement• Server Machine  – Windows Server 2008 Service Pack 2 / R2 / R2 SP1  – Microsoft In...
Client Component Deployment Requirement • iPad   – iOS 5.0.1 and above   – iPad 2 or 3 is recommended for better performan...
SOLUTION ARCHITECTURE
Three-tier Architecture• Data Layer - Includes the databases   – The Business Module contains the metadata for the iPad   ...
DeploymentComponentsin the DMZOpen Ports 80/434
Deploymentwithin the privatenetworkDevice Server on samenetwork as PBSVPN from iPad isrequired
DEPLOYMENT
Installing The Device Server• Provide:  – Pivotal Business Server URL  – Pivotal system name
Editing the Web.config File• Location:   – Drive:Program FilesCDC SoftwarePivotal     CRMDeviceServer• Settings:   – Serve...
Editing the Web.config File cont’d• MaxSearchRecordCount:  – recommended <= 500 (note: currently is set to    2000, set to...
Supporting Multiple Pivotal Systems  • Create a new folder for the second Pivotal Device    Server  • Copy all the content...
Supporting Multiple Pivotal Systems cont’d • Create a new application pool   – Verify that the .Net Framework version is 4...
Supporting Multiple Pivotal Systems cont’d • Add a new application on the Default Web Site    – provide the alias for the ...
TROUBLSHOOTING
Troubleshooting the Pivotal Device Server • Verify that the IIS server is functional and reachable • Verify that the follo...
Troubleshooting the Pivotal Device Server cont’d• Error Code 500: verify that   – the Pivotal Device Server can reach the ...
CUSTOMIZING PIVOTALCRM TO SUPPORT THE IPADAPP
Customizable Objects • Forms: Using the Active From Designer • Navigation bar: Business Objects • Dashboard: Portal catego...
iPad User Interface     Search Panel     Active Form                                    Tab Group
Viewing Customization Changes on the iPad  • Stop the Pivotal Business Server  • Recycle the Device Server IIS application...
Creating Active Forms • Active Forms are design to include    – Tabs         • One Anchored Tab: appears as a header regar...
Creating iPad Navigation Elements • Business Objects are used as navigation elements • Appear as a button in the applicati...
iPad Business Objects • The selected Business Object appears   in the upper-left corner of the Active   Form title    – Re...
Sample Business Object
Setting Searches for a Business Object • Controlled by security   permissions • Open parameter queries   are not supported...
Search Results Lists • The first two visible non-binary   columns are shown in the iPad   search panel • The first field w...
Creating a search Results List
Customizing the Dashboard• One Portal Category defines all the  URLs, Queries, and Graphs   – Controlled by security on Po...
Creating a New Portal Category
Creating a Portal Item - GraphThe token in the description determines the item location onthe Dashboard
Setting Security Permissions  • The Device Client connection type provided in    Pivotal Toolkit 6.0.10 is used to set all...
Setting Security Permissions cont’d  • At least Read permission on the Tables  • Visible permissions for the Business Obje...
Setting Security Permissions cont’d• Visible and Scriptable for queries   – Default: the query executed when a Business Ob...
Setting Security Permissions cont’d • Portal Items from one Category should be made   Visible
Knows Issues• DE28219: When a new record is added or an existing  record is edited, the changes are not reflected  immedia...
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Pivotal CRM for iPad

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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.

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Pivotal CRM for iPad

  1. 1. PIVOTAL CRM for iPadManal SamaanTechnical Trainer
  2. 2. Agenda• Pivotal CRM for iPad Overview - Features - Solution Architecture- Server Side Requirements- Customization• Q/A 2
  3. 3. Overview
  4. 4. 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 4
  5. 5. 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
  6. 6. SERVER SIDEREQUIREMENTS
  7. 7. 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)
  8. 8. 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
  9. 9. SOLUTION ARCHITECTURE
  10. 10. 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
  11. 11. DeploymentComponentsin the DMZOpen Ports 80/434
  12. 12. Deploymentwithin the privatenetworkDevice Server on samenetwork as PBSVPN from iPad isrequired
  13. 13. DEPLOYMENT
  14. 14. Installing The Device Server• Provide: – Pivotal Business Server URL – Pivotal system name
  15. 15. Editing the Web.config File• Location: – Drive:Program FilesCDC SoftwarePivotal CRMDeviceServer• 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
  16. 16. 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
  17. 17. 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
  18. 18. Supporting Multiple Pivotal Systems cont’d • Create a new application pool – Verify that the .Net Framework version is 4.0.30319
  19. 19. 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
  20. 20. TROUBLSHOOTING
  21. 21. Troubleshooting the Pivotal Device Server • Verify that the IIS server is functional and reachable • Verify that the following URL is reachable and displays a
  22. 22. 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
  23. 23. CUSTOMIZING PIVOTALCRM TO SUPPORT THE IPADAPP
  24. 24. 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
  25. 25. iPad User Interface Search Panel Active Form Tab Group
  26. 26. 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
  27. 27. 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
  28. 28. 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
  29. 29. iPad Business Objects • The selected Business Object appears in the upper-left corner of the Active Form title – Reveals a Search Results List
  30. 30. Sample Business Object
  31. 31. Setting Searches for a Business Object • Controlled by security permissions • Open parameter queries are not supported – Only available for Foreign Key filters on forms
  32. 32. 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.
  33. 33. Creating a search Results List
  34. 34. 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.
  35. 35. Creating a New Portal Category
  36. 36. Creating a Portal Item - GraphThe token in the description determines the item location onthe Dashboard
  37. 37. 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.
  38. 38. 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
  39. 39. Setting Security Permissions cont’d• Visible and Scriptable for queries – Default: the query executed when a Business Object is clicked
  40. 40. Setting Security Permissions cont’d • Portal Items from one Category should be made Visible
  41. 41. 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.

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