This overview of the different methods to access a Pivotal production system includes a review of the Click Once, Packaged Client and the Thin Client access methods to help the audience choose the method that best suits their business needs.
Pivotal CRM: Optimize your Pivotal ImplementationAptean
Learn how to install, configure, maintain and support a Pivotal CRM environment while following Pivotal best practices. You will receive information regarding system optimization including which components need to be monitored and what to look for while monitoring the environment.
PivotalCRM - Pivotal_crm and microsoft_usPivotal CRM
For more than a decade, Pivotal CRM has been the choice of Microsoft-centric organizations that want the flexibilityto model their specific business practices within their customer relationship management system. CDC Softwarecooperates closely with Microsoft to ensure Pivotal CRM customers can always take advantage of the latest advancesin Microsoft technology
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.
Use the Pivotal SharePoint Connector to enable integration between your Pivotal CRM system and Microsoft SharePoint® for enhanced document storage capability
Integrating WebSphere Service Registry and Repository V8 with Process ServerGaneshNagalingam1
This article shows you how to perform dynamic endpoint lookup by integrating WebSphere
Service Registry and Repository V8 (WSRR) with Process Server, using the Endpoint Lookup
and Custom Mediation primitives. This integration solution has important advantages over hardcoded endpoint URLs.
Integrating IBM Business Process Manager with a hybrid MobileFirst applicationGaneshNagalingam1
This tutorial shows how to integrate IBM® Business Process Manager (BPM) Advanced V8.5.X
with a hybrid MobileFirst application using the IBM MobileFirst Platform Foundation V6.3
through a Secure Sockets Layer (SSL).
InterConnect 2017 HBP-2884-IBM BPM upgrade and migration made easyBrian Petrini
Upgrading to the latest version of IBM BPM has never been easier. Ever since the release of IBM BPM 8500 in 2013, customers has been able to move to the latest release with an in-place upgrade without the need for data migration. This session will discuss the top practices in planning a painless upgrade to the latest BPM continuous release version?whether you are running BPM 85x or an older version. We will also discuss the options available if you want to move your BPM program to the cloud. In addition, we will also discuss ways to design your applications to ensure an easy upgrade every time.
Pivotal CRM: Optimize your Pivotal ImplementationAptean
Learn how to install, configure, maintain and support a Pivotal CRM environment while following Pivotal best practices. You will receive information regarding system optimization including which components need to be monitored and what to look for while monitoring the environment.
PivotalCRM - Pivotal_crm and microsoft_usPivotal CRM
For more than a decade, Pivotal CRM has been the choice of Microsoft-centric organizations that want the flexibilityto model their specific business practices within their customer relationship management system. CDC Softwarecooperates closely with Microsoft to ensure Pivotal CRM customers can always take advantage of the latest advancesin Microsoft technology
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.
Use the Pivotal SharePoint Connector to enable integration between your Pivotal CRM system and Microsoft SharePoint® for enhanced document storage capability
Integrating WebSphere Service Registry and Repository V8 with Process ServerGaneshNagalingam1
This article shows you how to perform dynamic endpoint lookup by integrating WebSphere
Service Registry and Repository V8 (WSRR) with Process Server, using the Endpoint Lookup
and Custom Mediation primitives. This integration solution has important advantages over hardcoded endpoint URLs.
Integrating IBM Business Process Manager with a hybrid MobileFirst applicationGaneshNagalingam1
This tutorial shows how to integrate IBM® Business Process Manager (BPM) Advanced V8.5.X
with a hybrid MobileFirst application using the IBM MobileFirst Platform Foundation V6.3
through a Secure Sockets Layer (SSL).
InterConnect 2017 HBP-2884-IBM BPM upgrade and migration made easyBrian Petrini
Upgrading to the latest version of IBM BPM has never been easier. Ever since the release of IBM BPM 8500 in 2013, customers has been able to move to the latest release with an in-place upgrade without the need for data migration. This session will discuss the top practices in planning a painless upgrade to the latest BPM continuous release version?whether you are running BPM 85x or an older version. We will also discuss the options available if you want to move your BPM program to the cloud. In addition, we will also discuss ways to design your applications to ensure an easy upgrade every time.
This presentation was presented at the Mobile World Congress in Barcelona, earlier this year. It has a strong Worklight illustration.
The presenters were as follows:
Leigh Williamson, IBM Distinguished Engineer
Miku Jha, Senior Solutions Architect
Johannes zu Eltz. Global Offerings Executive, IBM Mobile Enterprise Service
This presentation was given by Seema Kumar, Websphere Product Management and Surya V Duggirala, Websphere Performance Architect at IBM Impact 2012 at Mumbai on the 1st of June. It talks about Innovative Applications and Interactive Experiences
Paul's presentation at SOA Workshop,Colombo,Sri Lanka identifies how ESBs fit into a Service Oriented Architecture, discusses when to use an ESB and when not to, looks at ESB patterns and anti-patterns, covers some simple ESB approaches and investigates how ESBs can fit into EDA.
InterConnect 2015 1930 - Top practices to ensure a successful IBM Business Pr...Brian Petrini
Proper planning and following some of the top practices are key to ensure a successful upgrade and migration of BPM system. In this session, we will talk about how to plan an easier and quicker migration, including a comprehensive consideration and plan based on your source environment, validations before migration, handle special requirements when move to a very different target environment, estimate your migration window and evaluate the business impact, plan your tests on regression and new features etc. Also we will introduce migration utility key improvements in BPM v8.5.x which can significantly reduce your migration failure, downtime and post-migration actions.
Enterprises usually have more than one application
- Custom build applications
- Legacy systems
- ERP, CRM systems like SAP, Salesforce etc.
Users expect instant access to all business functions an enterprise can offer.
This requires disparate applications to be connected into a larger, integrated solution.
This integration is usually achieved through the use of some form of "middleware“.
Impact 2008 1994A - Exposing services people want to consume: a model-driven ...Brian Petrini
Where did my SOA budget go? I just spent 80% of it on integration and I still haven't got an SOA! We used to call it Enterprise Application Integration (EAI), now we call it service exposition. EAI is still there, it's still hard, and it still takes the vast majority of implementation time on SOA projects. Most companies hadn't finished their EAI when SOA came along. This session discusses how to capture and model the true complexity of an integration interface, and how to relate that to product capabilities. We'll show new techniques for how models can be used to improve estimating, aid product selection, assist designers with common integration patterns, and ultimately generate artifacts. We will discuss common integration patterns such as re-tries, healthcheck, flow control, store-forward, event sequencing and note how these are typically achieved using the current product suite, with particular reference to products such as WebSphere Process Server and WebSphere ESB.
Captar y fidelizar clientes es así de sencillo
El mundo de los negocios gira en torno a un objetivo básico: captar y fidelizar clientes. Hoy por hoy, la tecnología es necesaria para afianzar tal estrategia. Nuestro enfoque es ofrecer soluciones potentes, sencillas y al mismo tiempo flexibles para poder adaptarlas a las necesidades de cada cliente.
Software libre en la banca - Experiencias del grupo Santander con OSSLibreCon
Banco Santander es la empresa de mayor capitalización bursátil de España y uno de los bancos más importantes del mundo. Exposición de las razones que les han llevado no solo a utilizar software abierto en el core del software del Banco Santander, sino a liderar y desarrollar una de las iniciativas de código abierto: Open Nebula. Open Nebula es una plataforma de cloud computing para manejar infraestructuras heterogéneas de data center.
¿Por qué un banco líder apuesta por el software libre? Autor: Jesus Ruiz Martínez (Director of Open Innovation en Banco Santander). Librecon.io
This presentation was presented at the Mobile World Congress in Barcelona, earlier this year. It has a strong Worklight illustration.
The presenters were as follows:
Leigh Williamson, IBM Distinguished Engineer
Miku Jha, Senior Solutions Architect
Johannes zu Eltz. Global Offerings Executive, IBM Mobile Enterprise Service
This presentation was given by Seema Kumar, Websphere Product Management and Surya V Duggirala, Websphere Performance Architect at IBM Impact 2012 at Mumbai on the 1st of June. It talks about Innovative Applications and Interactive Experiences
Paul's presentation at SOA Workshop,Colombo,Sri Lanka identifies how ESBs fit into a Service Oriented Architecture, discusses when to use an ESB and when not to, looks at ESB patterns and anti-patterns, covers some simple ESB approaches and investigates how ESBs can fit into EDA.
InterConnect 2015 1930 - Top practices to ensure a successful IBM Business Pr...Brian Petrini
Proper planning and following some of the top practices are key to ensure a successful upgrade and migration of BPM system. In this session, we will talk about how to plan an easier and quicker migration, including a comprehensive consideration and plan based on your source environment, validations before migration, handle special requirements when move to a very different target environment, estimate your migration window and evaluate the business impact, plan your tests on regression and new features etc. Also we will introduce migration utility key improvements in BPM v8.5.x which can significantly reduce your migration failure, downtime and post-migration actions.
Enterprises usually have more than one application
- Custom build applications
- Legacy systems
- ERP, CRM systems like SAP, Salesforce etc.
Users expect instant access to all business functions an enterprise can offer.
This requires disparate applications to be connected into a larger, integrated solution.
This integration is usually achieved through the use of some form of "middleware“.
Impact 2008 1994A - Exposing services people want to consume: a model-driven ...Brian Petrini
Where did my SOA budget go? I just spent 80% of it on integration and I still haven't got an SOA! We used to call it Enterprise Application Integration (EAI), now we call it service exposition. EAI is still there, it's still hard, and it still takes the vast majority of implementation time on SOA projects. Most companies hadn't finished their EAI when SOA came along. This session discusses how to capture and model the true complexity of an integration interface, and how to relate that to product capabilities. We'll show new techniques for how models can be used to improve estimating, aid product selection, assist designers with common integration patterns, and ultimately generate artifacts. We will discuss common integration patterns such as re-tries, healthcheck, flow control, store-forward, event sequencing and note how these are typically achieved using the current product suite, with particular reference to products such as WebSphere Process Server and WebSphere ESB.
Captar y fidelizar clientes es así de sencillo
El mundo de los negocios gira en torno a un objetivo básico: captar y fidelizar clientes. Hoy por hoy, la tecnología es necesaria para afianzar tal estrategia. Nuestro enfoque es ofrecer soluciones potentes, sencillas y al mismo tiempo flexibles para poder adaptarlas a las necesidades de cada cliente.
Software libre en la banca - Experiencias del grupo Santander con OSSLibreCon
Banco Santander es la empresa de mayor capitalización bursátil de España y uno de los bancos más importantes del mundo. Exposición de las razones que les han llevado no solo a utilizar software abierto en el core del software del Banco Santander, sino a liderar y desarrollar una de las iniciativas de código abierto: Open Nebula. Open Nebula es una plataforma de cloud computing para manejar infraestructuras heterogéneas de data center.
¿Por qué un banco líder apuesta por el software libre? Autor: Jesus Ruiz Martínez (Director of Open Innovation en Banco Santander). Librecon.io
Software Pivotal CRM: 7 razones para migrar a versión 6.xGrupo Lanka
Pivotal CRM 6 marca un cambio importante con respecto a versiones anteriores. La diferencia se centra en la tecnología subyacente y la arquitectura de la solución.
Descubra las 7 razones más importantes.
The Pivotal Service suite has been designed to drive improvements in customer service while reducing operating and maintenance costs throughout the customer lifecycle — while improving the quality of customer interactions.
Software Pivotal CRM: Innovación en la gestión del aseguradoGrupo Lanka
La implantación de Software CRM es fundamental para las aseguradoras: Ayuda a impulsar las ventas y a optimizar sus procesos de atención a clientes, prospectos y terceros. Contribuye con la reducción de costes y la capitalización del trabajo humano y de la información. Aporta información vital para la innovación y mejoramiento de productos y servicios.
Pivotal Social CRM es una innovadora aplicación de la familia Pivotal CRM (CDC Software), que permite conectar nuestro actividad empresarial con el mundo de las redes sociales.
Pivotal Mobile Customer Relationship Management (CRM) applications provide a range of solutions that ensure a sale is never delayed because of limited access to critical data.
Mis observaciones sobre Pivotal CRM y sus funcionalidades de Social CRM
Mi entrada con mas detalles
http://www.jesushoyos.com/crm_en_latinoamerica/2010/10/como-usar-pivotal-crm-con-las-redes-sociales-.html
Steve Roche of CRMCulture, focuses on one of the keys to your CRM success – the navigational enhancements that demonstrate why Pivotal CRM is still the most capable CRM on the planet. View a collection of installable Pivotal enhancements referred to as the CRMCulture Productivity Pack, showcasing features that Pivotal can do right out-of-the-box for tremendous navigational ease.
Um webinar detalhando como InduSoft e Dream Report estão trabalhando juntos para oferecer novas funcionalidades de relatório a usuários do InduSoft Web Studio.
Objectives:
- Getting an understanding of what SharePoint is.
- Getting familiar with the features SharePoint offers as a development Platform.
-Comprehend the different Development options.
- SharePoint Workflow Development.
- SharePoint Application Lifecycle Management.
(ATS3-GS02) Accelrys Enterprise Platform in Enterprise ArchitecturesBIOVIA
The Accelrys Enterprise Platform (AEP) provides support for scientific data integration and application delivery within an Enterprise environment. During this session, we’ll provide a primer on the Accelrys Enterprise Platform and how it fits within an existing Enterprise Platform. This will include the deployment scenarios and key integration points that are found most common (and sometimes not so common) in many organizations.
Learn how Parasoft SOAtest simplifies the complex end-to-end testing vital for business-critical APIs, cloud migration, and SOA / composite applications.
This presentation gives an overview about WSO2's technology platform as of Q2 2009. It gives an update about the ESB, the Web Services Application Server, Business Process Server as well as the re-branded Governance Registry and Identity Server.
(ATS3-DEV05) Coding up Pipeline Pilot ComponentsBIOVIA
Can’t find the component you want? Or maybe you want to develop a new package of functionality for distribution to your co-workers or to the larger community. There are multiple approaches to new component creation, including the use of scripts and compiled languages.
This session is an overview of the use of the server-side SDK and tools for software developers. In addition to the language-specific APIs like Java and .NET for component development, coverage will include the component model, unit testing, and package deployment.
WSO2Con USA 2017: Implement an Effective Digital Platform Using WSO2 IntegrationWSO2
The WSO2 integration platform offers a high performance, lean, enterprise-ready solution to solve integration and innovation challenges faced by connected businesses. This platform offers modern integration technologies that empower enterprises to build a digital business by seamlessly connecting mobile apps, services, multiple data repositories, social media, and cloud and on-premise systems. This is all done to enhance your customers’ experience and increase internal productivity.
One of the primary focuses in modern integration is to think in terms of the network-effect in terms of reliability in resilience, scalability, affordability, and adaptability. The session will focus on
Under the hood: Integration server architecture
Mediation catalog
Architectural styles for integration
Enhancing
Hybrid integration with WSO2
Debugging and troubleshooting your integration
Deployment
Performance tuning
Production hardening
HP Service Delivery Platform 3.0 Launchgrahamwright
Description of the new solution elements that enhance the HP SDP with the ability to unlesh the power of Web 2.0 and help service providers monetize their assets
This presentation covers both the Cloud Foundry Elastic Runtime (known by many as just "Cloud Foundry") as well as the Operations Manager (known by many as BOSH). For each, the main components are covered with interactions between them.
(ATS4-DEV10) Creating Pipeline Pilot Components by Wrapping Third-Party ToolsBIOVIA
Although we’d like Pipeline Pilot to be your Enterprise’s complete solution, there are many tools out there that offer functionality not currently available. Sometimes all you need is a one-off call to the tool, but other times it may make sense to “componentize” the tool for your users. This session will demonstrate different methods for wrapping up this functionality into an easy-to-deploy component that your users can then integrate into their protocols. Because different types of tools require different types of wrapping, we will cover different methods, possibly to include wrapping on-server tools, remotely deployed tools, and web service-based tools.
Automating Windows Server 2008 R2 Administration with Windows PowerShellalexandair
This sessions is intended for anyone who has to manage Windows Server 2008 R2. Windows Server 2008 R2 provide the automation platform and set of solutions that empower the administrators to optimize their server management experience. Windows PowerShell v2 and its built-in modules allow you to automate nearly any task for managing Windows Server. Be efficient, don't waste your time clicking through the GUIs, learn how to use Windows PowerShell, and move from repeated tasks to automated tasks.
This presentation focuses on the advanced customization possibilities available within Saratoga. Skills covered include: customization of Thin Client Web.config; Single Input Screen.
UBM TechInsights: How to Upgrade to Pivotal 6.0 in 4 Months & Live to Tell th...Aptean
Learn how this complex, global organization uses Pivotal at the core of its entire business processes and hear the story of how they upgraded to Pivotal 6 in just four months! With operations scattered around the world, find out how they pulled this off successfully.
Learn about the key differentiators in the new Pivotal CRM Roadmap and find out how the R&D will impact your solution.
Pierre Custeau, Executive Vice-President, Product Management & Development, Pivotal Corporation
Experience the new Custom Criteria feature of Saratoga Rich Client's Query Tool and Saratoga Thin Client's Reporting function. Users now have the ability to use SQL queries to create more complex search conditions.
Saratoga CRM: Implementing Thin Client at Johnson Controls Inc.Aptean
Whether you're a small shop or a large enterprise, you'll find it worthwhile to hear about the 2800-user deployment of Saratoga Thin Client across JCI and gain firsthand insights into the lessons learned by two of the project leaders.
Saratoga CRM's Event Management Framework (EMF) can support your business and make administration simple. Get an overview of the EMF functionality and learn more about the EMF client and server and CRM processes.
For many organizations, the end goal is clear – sell more. But in this constantly evolving marketplace where social networks now play a significant role, how do you leverage the array of social media outlets to build your brand, engage customers and ultimately drive sales?
Industry thought leaders Carol Flammer and Mitch Levinson will give practical advice on how to help your organization achieve tangible benefits using social media and CRM.
Accelerate your Kubernetes clusters with Varnish CachingThijs Feryn
A presentation about the usage and availability of Varnish on Kubernetes. This talk explores the capabilities of Varnish caching and shows how to use the Varnish Helm chart to deploy it to Kubernetes.
This presentation was delivered at K8SUG Singapore. See https://feryn.eu/presentations/accelerate-your-kubernetes-clusters-with-varnish-caching-k8sug-singapore-28-2024 for more details.
The Art of the Pitch: WordPress Relationships and SalesLaura Byrne
Clients don’t know what they don’t know. What web solutions are right for them? How does WordPress come into the picture? How do you make sure you understand scope and timeline? What do you do if sometime changes?
All these questions and more will be explored as we talk about matching clients’ needs with what your agency offers without pulling teeth or pulling your hair out. Practical tips, and strategies for successful relationship building that leads to closing the deal.
Let's dive deeper into the world of ODC! Ricardo Alves (OutSystems) will join us to tell all about the new Data Fabric. After that, Sezen de Bruijn (OutSystems) will get into the details on how to best design a sturdy architecture within ODC.
DevOps and Testing slides at DASA ConnectKari Kakkonen
My and Rik Marselis slides at 30.5.2024 DASA Connect conference. We discuss about what is testing, then what is agile testing and finally what is Testing in DevOps. Finally we had lovely workshop with the participants trying to find out different ways to think about quality and testing in different parts of the DevOps infinity loop.
UiPath Test Automation using UiPath Test Suite series, part 4DianaGray10
Welcome to UiPath Test Automation using UiPath Test Suite series part 4. In this session, we will cover Test Manager overview along with SAP heatmap.
The UiPath Test Manager overview with SAP heatmap webinar offers a concise yet comprehensive exploration of the role of a Test Manager within SAP environments, coupled with the utilization of heatmaps for effective testing strategies.
Participants will gain insights into the responsibilities, challenges, and best practices associated with test management in SAP projects. Additionally, the webinar delves into the significance of heatmaps as a visual aid for identifying testing priorities, areas of risk, and resource allocation within SAP landscapes. Through this session, attendees can expect to enhance their understanding of test management principles while learning practical approaches to optimize testing processes in SAP environments using heatmap visualization techniques
What will you get from this session?
1. Insights into SAP testing best practices
2. Heatmap utilization for testing
3. Optimization of testing processes
4. Demo
Topics covered:
Execution from the test manager
Orchestrator execution result
Defect reporting
SAP heatmap example with demo
Speaker:
Deepak Rai, Automation Practice Lead, Boundaryless Group and UiPath MVP
Essentials of Automations: Optimizing FME Workflows with ParametersSafe Software
Are you looking to streamline your workflows and boost your projects’ efficiency? Do you find yourself searching for ways to add flexibility and control over your FME workflows? If so, you’re in the right place.
Join us for an insightful dive into the world of FME parameters, a critical element in optimizing workflow efficiency. This webinar marks the beginning of our three-part “Essentials of Automation” series. This first webinar is designed to equip you with the knowledge and skills to utilize parameters effectively: enhancing the flexibility, maintainability, and user control of your FME projects.
Here’s what you’ll gain:
- Essentials of FME Parameters: Understand the pivotal role of parameters, including Reader/Writer, Transformer, User, and FME Flow categories. Discover how they are the key to unlocking automation and optimization within your workflows.
- Practical Applications in FME Form: Delve into key user parameter types including choice, connections, and file URLs. Allow users to control how a workflow runs, making your workflows more reusable. Learn to import values and deliver the best user experience for your workflows while enhancing accuracy.
- Optimization Strategies in FME Flow: Explore the creation and strategic deployment of parameters in FME Flow, including the use of deployment and geometry parameters, to maximize workflow efficiency.
- Pro Tips for Success: Gain insights on parameterizing connections and leveraging new features like Conditional Visibility for clarity and simplicity.
We’ll wrap up with a glimpse into future webinars, followed by a Q&A session to address your specific questions surrounding this topic.
Don’t miss this opportunity to elevate your FME expertise and drive your projects to new heights of efficiency.
Key Trends Shaping the Future of Infrastructure.pdfCheryl Hung
Keynote at DIGIT West Expo, Glasgow on 29 May 2024.
Cheryl Hung, ochery.com
Sr Director, Infrastructure Ecosystem, Arm.
The key trends across hardware, cloud and open-source; exploring how these areas are likely to mature and develop over the short and long-term, and then considering how organisations can position themselves to adapt and thrive.
Kubernetes & AI - Beauty and the Beast !?! @KCD Istanbul 2024Tobias Schneck
As AI technology is pushing into IT I was wondering myself, as an “infrastructure container kubernetes guy”, how get this fancy AI technology get managed from an infrastructure operational view? Is it possible to apply our lovely cloud native principals as well? What benefit’s both technologies could bring to each other?
Let me take this questions and provide you a short journey through existing deployment models and use cases for AI software. On practical examples, we discuss what cloud/on-premise strategy we may need for applying it to our own infrastructure to get it to work from an enterprise perspective. I want to give an overview about infrastructure requirements and technologies, what could be beneficial or limiting your AI use cases in an enterprise environment. An interactive Demo will give you some insides, what approaches I got already working for real.
Builder.ai Founder Sachin Dev Duggal's Strategic Approach to Create an Innova...Ramesh Iyer
In today's fast-changing business world, Companies that adapt and embrace new ideas often need help to keep up with the competition. However, fostering a culture of innovation takes much work. It takes vision, leadership and willingness to take risks in the right proportion. Sachin Dev Duggal, co-founder of Builder.ai, has perfected the art of this balance, creating a company culture where creativity and growth are nurtured at each stage.
Search and Society: Reimagining Information Access for Radical FuturesBhaskar Mitra
The field of Information retrieval (IR) is currently undergoing a transformative shift, at least partly due to the emerging applications of generative AI to information access. In this talk, we will deliberate on the sociotechnical implications of generative AI for information access. We will argue that there is both a critical necessity and an exciting opportunity for the IR community to re-center our research agendas on societal needs while dismantling the artificial separation between the work on fairness, accountability, transparency, and ethics in IR and the rest of IR research. Instead of adopting a reactionary strategy of trying to mitigate potential social harms from emerging technologies, the community should aim to proactively set the research agenda for the kinds of systems we should build inspired by diverse explicitly stated sociotechnical imaginaries. The sociotechnical imaginaries that underpin the design and development of information access technologies needs to be explicitly articulated, and we need to develop theories of change in context of these diverse perspectives. Our guiding future imaginaries must be informed by other academic fields, such as democratic theory and critical theory, and should be co-developed with social science scholars, legal scholars, civil rights and social justice activists, and artists, among others.
2. Pivotal LAN Deployment
SQL/Oracle Server
Pivotal Business
Pivotal Server SharePoint
Synchronization Server
Services with ANM Server
Exchange Server
Exchange
Server (Client
Access Server
or Front-End)
Deployment License
Domain Controller Server (optional) Server (up to SP7) Internet
Intranet
Outlook Web
(Access or App)
Administration Pivotal Clients
Computer (Outlook Integration)
3. Pivotal Environment with
Mobile / Satellites Systems
Master System Satellite System
PBS/ PSME
SQL / Oracle
SQL / Oracle SharePoint
SharePoint PBS /PSME
Exchange
HTTP Server (Client
Message Access Server or
Server Front-End)
Exchange
Deployment Deployment
Server (Client ANM/DSM HTTP Message
Server Server
Access Server or Server
Front-End)
Intranet VPN
Internet Intranet
VPN Intranet Internet
Admin
Computer
Pivotal Clients
Pivotal Clients
(Outlook Integration)
(Outlook Integration) Outlook Web
Outlook Web Master mobile Satellite mobile
(Access or App) (Access or App)
4. Pivotal Deployment Components
• Software required for each deployment:
– SQL / Oracle Data Management System
– Microsoft SharePoint
– Pivotal Application – CMS, FS, CM etc…
• Pivotal platform components:
– Pivotal SyncStream
Active Notification Manager
Pivotal Administration Console
– Pivotal Business Server
– Pivotal Client deployment method
Deployment Server
Packaged Client
– Pivotal Toolkit (development)
– Pivotal Portal Resources
5. Pivotal Deployment Components -
Optional
• Deployment specific software:
– Data Synchronization Manager (DSM)
Support satellite / mobile systems
Support for power users
– HTTP Message Server (IIS server)
Support satellite / mobile systems
– Pivotal Synchronization Service 6.0 for Microsoft Exchange
Support Outlook Web App/Access users (PIMO)
– iPad: Device Server
6. Server Placement and Hardware Requirements
• Each deployment is has it own specific needs
• No restrictions on software components existing on
the same box
– It all comes down to performance considerations
• Hardware requirements depend on:
– the number of users
– Volume and complexity of changes made to the database
– Supported add-on services such as:
Integration with external systems
Devise services
8. Pivotal Integration with SharePoint
Overview
• Pivotal CRM integrates with:
– Microsoft SharePoint Foundations 2010
(free download)
– Microsoft Office SharePoint Server 2007
– Microsoft SharePoint Sever 2010
• Multiple pages available to users and controlled by Pivotal security
group permissions
• Sources of the data rendered in Portal Pages:
– Pivotal CRM system
– Third party applications
9. Pivotal Users Access to Portal Pages
• LAN users can personalize their Portal pages
– Adding removing or modifying Web parts
– Need Contribute permissions at the Portal server level
– Can restore the default Portal Page after personalizing
• Portal pages are supported on mobile systems
– Accessible offline; rendered by IIS locally
– Portal Web part editing requires connecting to the parent system
Editions are exported to the mobile system ED and push down to the
mobile system through SyncStream
10. Setting Up the Portal Server
• Install the Portal server software per
• Install Pivotal Portal Resources 6.0.x on the Portal Server
– Specify Pivotal Business Server computer name
– Specify Pivotal system name
11. Creating a Web Application for a Pivotal
System
• Create a Web Application on the SharePoint server
– Record the TCP/IP port generated
– Add the credentials and the domain name of the Pivotal
impersonation user to the web.config file in the following
directory:
C:InetpubwwwrootwssVirtualDirectories<TCP/IP_Port>
• Add the Pivotal user ID to the Portal Administrator Pivotal
security group
– Granted Allow XML Impersonation permission out-of-the-
box
12. Creating a Site Collection
• Create a Site Collection:
– Select a Pivotal site template
• Pivotal Blank Site – create a document library
or
• Pivotal Team Site – created with the Shared Documents library created
– Populate the site’s document library with Pivotal Web parts
• Pivotal Graph Web Part
• Pivotal RSS Web Part
• Pivotal Search Web Part
• Pivotal Page Viewer Web Part
– Specify a site collection primary administrator
– Assign the Pivotal users permissions to access the Portal site:
13. Setting up Pivotal Systems with Portal Server
• Configure the Pivotal CRM system properties with a Portal Server
Web Application root address:
http://<Portal_Server>:<TCP/IP_Port>
• Add the Pivotal administrator to the Portal Administrator security
group
• Create Portal Pages as needed
14. Retrieving Portal Pages From The Portal Server
PBS
Retrieve list of Portal Pages from BM
SQL
Portal Server
+
Pivotal Portal Resources
Admin workstation
Pivotal Administration Console
15. Deploying Pages To The Portal Server
Source: PPF file that contains
the
Portal Pages code http://<Portal_Server>:<TCP/IP_Port>
Restore Portal page
Admin workstation Portal Server
Pivotal Administration Console +
Pivotal Portal Resources
18. Pivotal Client Deployment Methods
• ClickOnce: using a Deployment Server
• Packaged Client:
– Pushed using a software distribution technology
– Installed on Citrix servers or Microsoft Desktop Services
19. Using a Deployment Server
• End-user initiated installation
• No elevated privileges required to install on end-user machines
• Centrally controlled transparent update mechanism
• A per-user installation
• The Deployment Server is setup by installing the following three
components:
– CDC Software SmartClient Framwork
– Pivotal Client
– Pivotal Integration for Microsoft Outlook
20. Pivotal Client Download and Updates
1 Prerequisites
installed
using a software Pivotal Client and
2 Initial download and install PIMO installation
distribution
technology http://DepSrv/IAF/smartupdater/clickonce/defualt.htm files
XML configuration
files
3 Versions and number of
files and packages checked
CDC Software
CDC Smart Launcher Newer Files Smart Updater
Service
User computer Deployment Server
21. Packaged Client Deployment
Requirements
• Pivotal Client can be deployed to:
– End-user computers using a software distribution technology (per-
machines deployments):
Microsoft Systems Management Server 2003
Microsoft System Center Configuration Manager 2007
Active Directory Group Policy Implementation (built into Active Directory)
– Microsoft Remote Desktop Services (Terminal Services)
or
– Cirtix servers
Supported Citrix servers: Citrix XenApp and Citrix Presentation Server for
Windows
– Locally for customizers and admins
22. Deployment Server vs. Packaged Client
• Both methods require installing prerequisites on end-user
machines
• Packaged client:
– Faster start-up
– One less server role to maintain
– Use of a free technology from Active Directory to distribute
• Deployment Server:
– Software updates need to run on the server only, not having to push
upgrade packages
23. Deployment Server vs. Packaged Client Cont’d
• Support for multiple systems:
– Deployment Server: update the XML configuration files on the server.
The next time a user starts the client, the Updater Service detects the
change and the new version of XML files is downloaded.
– Packaged Client: you need to use a startup script through GPOs to
deploy the modified XML files
• If deploying different systems to different users, Packaged Client
provides more flexibility:
– Use GPOs
Editor's Notes
Exchange 2003 – front-endExchange 2007 – Client Access Server