Setting Up PeopleSoft Enterprise CRM Infosync Applications

This chapter discusses how to:

Define dataset rules and roles.
Set up PIM preferences.
Set up PIM user settings.
Generate task summary.
Set up signon PeopleCode for PIM users.
Export users from PeopleSoft CRM to PeopleSoft Infosync Server.
Set up logging options.

Note. This chapter covers tasks that are involved in setting up PeopleSoft Enterprise Infosync Server and Client. Administrators can take full advantage of the system-delivered data that is predefined for some tasks (for example, dataset rules, dataset roles, and PIM preferences), or they can modify and create new rules and preferences that best fit their business needs.

Be sure to read and perform installation and configuration tasks documented in the PeopleSoft Enterprise CRM 9 Supplemental Installation Documentation for Infosync applications where applicable.

Defining Dataset Rules and Roles

This section discusses how to:

Define dataset rules.
Define dataset roles.

A dataset is a collection of dataset rules that are used to determine what data end users receive on their PIM server as a result of a synchronization. In the integration setup process, you define the relationship between end users and dataset rules using this logic:

Each user is associated with a PIM preference.
Each PIM preference specifies a dataset role for each synchronization-enabled object (contact, consumer, worker, calendar, task, and email).
Each dataset role is associated with a dataset (group of dataset rules) for each synchronization object.

When synchronization completes, users receive updates on data based on the associated dataset rules. For example, suppose that you use the system-delivered dataset rules for synchronizing sales user tasks. After synchronization, the updates that sales users get for the task object come from their own tasks (rule: MY TASKS), tasks that are assigned to their leads (rule: TASKS ON MY LEADS), and opportunities (rule: TASKS ON MY OPPORTUNITIES). PeopleSoft delivers predefined datasets and datasets rules for this integration. You can modify them or create custom ones to work with your implementation.

Note. If a user is no longer associated with a contact, consumer, or worker (for example, a sales user reassigns a lead task to another person and therefore does not receive any updates about the lead's contacts from the CONTACTS_FOR_LEAD_TASK_ASSIGNEE dataset rules), the record is removed from the user's address book.

Pages Used to Define Dataset Rules and Roles

Page Name	Object Name	Navigation	Usage
Dataset Rules	EOEC_DATASET	Enterprise Components, Component Configurations, Datasets, Dataset Rules	Define rules that comprise a dataset. Dataset rules are associated with users through dataset roles; they are used in the synchronization process to determine what data gets updated in PeopleSoft CRM and the PIM system.
PIM Roles	PIM_ROLE	Set Up CRM, Product Related, Infosync, Dataset Role, PIM Roles	Define dataset roles and associate them with datasets and dataset rules.

Defining Dataset Rules

Access the Dataset Rules page.

See PeopleSoft Enterprise Components for CRM 9 PeopleBook

Defining Dataset Roles

Access the PIM Roles page.

PeopleSoft delivers two predefined dataset roles: PIM Field Service Role and PIM Sales Role. The Administrator specifies the dataset and dataset rules for each supported object.

Dataset Name

Select a dataset for each object that you want to synchronize: contact, consumer, worker, task, task summary, and calendar. All of the associated rules are available in the Rule grid after you select a dataset.

Rule

Select dataset rules that are applicable to this role.

Note. You don't need to select all of the rules that are defined in a dataset for the dataset role. For example, if sales users prefer to see updates on tasks that are assigned to only them, select the My Tasks rule for the PIM Sales role.

Setting Up PIM Preferences

This section discusses how to:

Specify general PIM preferences.
Specify PIM preference for contacts.
Specify PIM preference for consumers.
Specify PIM preference for workers.
Specify contact method mapping.
Specify PIM preference for calendar items.
Specify PIM preference for tasks.
Specify PIM preference for emails.

Note. When you configure PIM preferences, consider it a one-time implementation process. Avoid changing PIM preferences after PeopleSoft Enterprise Infosync applications go into production.

Pages Used to Set Up PIM Preferences

Page Name	Object Name	Navigation	Usage
Setup	PIM_PREFERENCE_PG1	Set Up CRM, Product Related , Infosync, Preferences, Setup	Specify, by PIM server, the overall synchronization preference for each defined PIM role as information is synchronized from the PIM server to PeopleSoft CRM.
Contact	PIM_PREF_CONTACT	Set Up CRM, Product Related , Infosync, Preferences, Contact	Specify the synchronization preference for contacts.
Consumer	PIM_PREF_CONSUMER	Set Up CRM, Product Related , Infosync, Preferences, Consumer	Specify the synchronization preference for consumers.
Worker	PIM_PREF_WORKER	Set Up CRM, Product Related , Infosync, Preferences, Worker	Specify the synchronization preference for workers.
Address	PIM_PREF_ADDRESS	Set Up CRM, Product Related , Infosync, Preferences, Address	Specify contact method mapping for contacts, consumers, and workers.
Calendar	PIM_PREF_CALENDAR	Set Up CRM, Product Related , Infosync, Preferences, Calendar	Specify the synchronization preference for calendar items.
Task	PIM_PREF_TASK	Set Up CRM, Product Related , Infosync, Preferences, Task	Specify the synchronization preference for tasks.
Email	PIM_PREF_EMAIL	Set Up CRM, Product Related , Infosync, Preferences, Email	Specify the synchronization preference for emails.

Specifying General PIM Preferences

Access the Setup page.

PIM Preference ID (Personal Information Manager preference ID)

Enter the name of the PIM preference that you are defining. Associate each user with a PIM preference by specifying a PIM preference ID in the user preference on the Overall Preferences page.

See Defining Overall Preferences.

Debug

Select to allow more specific information (for example, technical errors and message logs that are sometimes not end-user friendly) to be captured and displayed on the PIM Errors page. This is useful for administrators to debug and troubleshoot the application.

PIM Application Type

Identifies the PIM server type and other relevant information of the PIM server that is pertinent to this integration. Information in this group box is used by the PIM_ID_SYNC application engine program.

Note. Information that is entered in this group box pertains to PeopleSoft Enterprise Infosync Server and does not apply to the client application. However, PeopleSoft recommends that you select the PIM application type.

PIM Type (Personal Information Manager type)	Select the PIM application (Lotus Domino or Microsoft Exchange client/server) to use in the integration: Client - Exchange, Client - Domino, Server - Exchange and Server - Domino.
Mail Domain Name and Mail Folder	Enter the domain for the Microsoft Exchange server or the folder in which the mail server resides for the Lotus Domino server. The name of this field is Mail Folder if the PIM type is Domino. The name changes to Mail Domain Name if the PIM type is Exchange.
PIA Server	Specify the name of the machine where the CRM system resides.
User Group	Enter the name of the user group in IMS to which users associated with this preference profile belong.

Address Book

This section is unavailable if the selected PIM type is Exchange.

Server Name

Enter the name of the server where the address book resides.

This value is used for exporting users from the CRM system and importing them to the Infosync Server.

Note. You must place an address book on the server to enable synchronization of contacts by PeopleSoft Enterprise Infosync Server.

Name Prefix and Name Suffix

(Optional) Enter the prefix and suffix to be added as part of the address book name for users.

When you run the application engine program to export PeopleSoft user IDs, it generates address book names for users using this format:

<address book name prefix><ShortName><address book name suffix>.nsf

where ShortName is the user's ID that can be located on the Basics tab of the user's person record in Lotus Notes. The field label is Short name/UserID and the field value is used as part of the address book name.

To adhere to address book naming convention, leave the name prefix blank and enter _NAB as the suffix.

General Settings

Information that is entered into this group box pertains to PeopleSoft CRM.

PIA URI

Enter web server information to generate a URI for the address book (the contact tool) on the PIM client. This URI will take the end user to the associating contact record in the 360 Degree View. If your web server address includes a port number, you must also include it in the address.

Note. A URI does not include the content information in the link. Think of it as a subset of the URL that points to the location of the resource, but does not include any parameters passed to that resource.

PIA Portal

Enter the level of portal access that PIM users will have.

PIA Node

Enter the Pure Internet Architecture node that your system uses for integration.

Specifying PIM Preferences for Contacts

Access the Contact page.

Contact

Specifies the synchronization preference that applies to contacts.

Role Name	Select the role for which the PIM preference is created. Dataset roles are defined on the PIM Roles page.
Category	Enter a category that is used by the Infosync applications to identify which contacts on the PIM client are to be synchronized. The contact category that you specify in this field must be identical to the one that users use to categorize contacts in the address book. Contacts that don't belong to this category are not synchronized. You can change the category name to anything during setup, but ensure that the filter and the category mapping are updated as well. The default value is Contact.
Allowed Actions from PIM	Select to provide users who are associated with this preference the ability to add, update, and delete contacts from their address books and synchronize the change in PeopleSoft CRM. If any of these operations is disabled, any user who tries to synchronize a contact to PeopleSoft CRM using the unauthorized operation will receive an error message on the PIM Errors page. The corresponding contact in PeopleSoft CRM is not affected and is used to roll back to the user's address book in the next synchronization. However, if a user adds or updates a contact directly from PeopleSoft CRM, the change is synchronized in the PIM system and is available to users who receive updates on this contact (based on dataset rules). This is because the add, update, and delete operation settings do not control data flow originating from PeopleSoft CRM to the PIM system. Note. You cannot delete contacts from PeopleSoft CRM.
Support Multiple Companies and Company Separator	Select to enable synchronization to support a one-to-many relationship between contacts and companies. From the address book, users can enter multiple companies for a contact in this format: <company1>;<company2>;<company3> where ; (semicolon) is the default company separator. Do not enter a space between a company name and separator. When the contact record is synchronized to PeopleSoft Enterprise CRM, it is associated with companies that were previously specified on the PIM client. From the PIM client's perspective, the company that has the longest relationship with the contact ranks first in the array of companies. If a new company is added to the contact in PeopleSoft CRM, the new company appears at the end of the list after synchronization. If you add a new company to the contact in the address book and put the new company in the front, it is automatically placed at the end in the next synchronization. If this feature is disabled, the synchronization process handles only the newest company relationship. If the user clears the company field in a contact record, the current relationship becomes inactive; if the user updates the company name to a new one, the relationship with the new company becomes active. The old company remains in the contact record and it is no longer synchronized. By default, this feature is disabled. To enter multiple companies for a contact in Lotus Notes, click the drop-down list box for the Company field, and enter the companies (in a formatted manner) in the New keyword field. Note. PeopleSoft recommends that you consider this configuration a one-time setup process and do not change it after implementation.
Contact 360-Degree View Link	Select to enable the contact URL to be synchronized to the PIM side. The URL address is specified using the PIA URL field on the Setup page. If this is disabled, the URL will not be synchronized. Note. You must associate the contact with a company for this URL to link to the contact.
Allow Add with Invalid Company	Select to allow newly created contacts to be synchronized to PeopleSoft Enterprise CRM, even if they are associated with companies that do not exist in PeopleSoft CRM. When that happens, the Infosync applications send a message to users stating that the invalid company is ignored while the contact is synchronized to the CRM server. That means that the contact is added to PeopleSoft CRM without a company. If this feature is disabled, users get an error message if they try to synchronize any newly created contact with an invalid company name; the contact is not synchronized.
Do Not Delete Invalid Company	Select this option if you do not want Infosync applications to send a request to IMS to remove the company name from the contact data if the company is not valid in the customer data model (CDM).

My Contact List

Specifies the synchronization preference that applies to the My Contact List.

Add	Select to enable contacts to be added to the PIM system.
Delete	Select to enable contacts to be deleted from the PIM system.

Specifying PIM Preferences for Consumers

Access the Consumer page.

Consumer

Specifies the synchronization preference that applies to consumers.

Enable Consumer	Select to enable contacts (with a consumer specific category) in the address book to be synchronized as consumers in PeopleSoft Enterprise CRM. If you decide not to support synchronization of consumers, clear this check box to deactivate the rest of the page; users who are associated with this PIM preference receive an “object type not enabled” error message on their PIM Errors page when they try to synchronize consumers to PeopleSoft Enterprise CRM.
Role Name	Select the role for which the PIM preference is created. Dataset roles are defined on the PIM Roles page.
Category	Enter a category that is used by PeopleSoft Infosync applications to identify which consumers in the PIM server are to be synchronized. The consumer category that you specify in this field must be identical to the one that end users use to categorize consumers in the address book. Contacts that don't belong to this category are not synchronized as consumers in PeopleSoft CRM. You can change the category name to anything during setup, but update the filter and the category mapping as well. The default value is Consumer.
Allowed Action from PIM	Select to provide users who are associated with this preference the ability to add, update, and delete consumers (as a type of contacts) from their address books and synchronize the change in PeopleSoft Enterprise CRM. If any of these operations is disabled, any user who tries to synchronize a consumer to PeopleSoft Enterprise CRM using the unauthorized operation will receive an error message on the PIM Errors page. The corresponding consumer in PeopleSoft CRM is not affected and rolls back to the user's address book in the next synchronization. However, if a user adds or updates a consumer directly from PeopleSoft Enterprise CRM, the change is synchronized on the PIM side and is available to all users who receive updates on this consumer (based on dataset rules). This is because the add, update, and delete operation settings do not control data flow originating from PeopleSoft Enterprise CRM to the PIM system. Note. You cannot delete consumers from PeopleSoft CRM.
Consumer 360 Degree View Link	Select to allow the consumer URL to be synchronized to the PIM side. The URL address is specified using the PIA URL field on the Setup page. If this is disabled the URL will not be synchronized. Note. The consumer must be associated with a company for this URL to link to the consumer.

My Contact List

Specifies the synchronization preference that applies to the My Contact List.

Add	Select to enable consumers to be added to the PIM system.
Delete	Select to enable consumers to be deleted from the PIM system.

Specifying PIM Preferences for Workers

Access the Worker page.

Worker

Specifies the synchronization preference that applies to workers.

Enable Worker	Select to enable contacts (with a worker specific category) on the PIM client to be synchronized as workers in PeopleSoft CRM. If you decide not to support synchronization of workers, clear this check box to deactivate the rest of the page; users who are associated with this PIM preference get an “object type not enabled” error message when they try to synchronize workers to PeopleSoft Enterprise CRM.
Role Name	Select the role for which the PIM preference is created. Dataset roles are defined on the PIM Roles page.
Category	Enter a category that is used by the Infosync applications to identify which workers on the PIM client are to be synchronized. The worker category that you specify in this field must be identical to the one that you use to categorize workers on the PIM client. Contacts that don't belong to this category are not synchronized as workers. You can change the category name to anything during setup, but also update the filter and the category mapping. The default value is Worker.
Allowed Actions from PIM	Select to provide end users who are associated with this preference the ability to update and delete workers (as a type of contacts) from the PIM client and synchronize the change in PeopleSoft Enterprise CRM. If any of these operations is disabled, any end user who tries to synchronize a worker to PeopleSoft Enterprise CRM using the unauthorized operation will receive an error message on the PIM Errors page. The corresponding worker in PeopleSoft Enterprise CRM is not affected and is rolled back to the user's address book in the next synchronization. However, if a user updates a worker directly from PeopleSoft CRM, the change is synchronized on the PIM client and is available to users who receive updates on this worker (based on dataset rules). This is because the update and delete operation settings do not control data flow originating from PeopleSoft Enterprise CRM to the PIM system.
Secure Home Contact Methods	Select to prevent worker home contact information from being synchronized to the PIM side. This includes the phone number, address, and email that has Home as the purpose, as well as pager number that has Pager 1 or Pager 2 as the purpose in PeopleSoft CRM. For example, if you map the business address type (PIM system) to the home address type (PeopleSoft Enterprise CRM) on the Address page of the PIM preference, the business address on the PIM system is never synchronized. Home contact information in PeopleSoft Enterprise CRM is secured: it doesn't take updates from the PIM system (no permission error occurs) and is not synchronized to it either. This feature is enabled by default. If this check box is clear, the worker's home contact information still isn't synchronized to the PIM side. However, any update on it from the PIM client is synchronized to PeopleSoft CRM. You cannot see the change because of the security that is enforced for worker information in PeopleSoft Enterprise CRM. Note. In order for end users to add home contact information for a worker from the PIM system and have the information synchronized to PeopleSoft Enterprise CRM, the Secure Home Contact Methods feature must be disabled and end users must have a secured worker role. Secured worker roles are set up in the Secured Worker Role object. Select Set Up CRM, Security, Secured Worker Role.
Worker 360 Degree View Link	Select to enable the worker URL to be synchronized to the PIM side. The URL address is specified using the PIA URL field on the Setup page. If this is disabled, the URL will not be synchronized. Note. You must associate the worker with a company for this URL to link to the worker.

My Contact List

Specifies the synchronization preference that applies to My Contact List.

Delete

Select to enable workers to be deleted from the PIM system.

Specifying Contact Method Mapping

Access the Address page.

Addresses and Phones

Home Address Type, Business Address Type, and Other Address Type	Enter contact method purposes (defined in PeopleSoft Enterprise CRM) that home, business, and other addresses in the PIM system are mapped to in PeopleSoft CRM after synchronization. A contact method purpose indicates when the specified contact method may be used. For example, suppose that you typically send business-related correspondence to a contact using the contact's business address. To deliver an urgent document to the contact after office hours, you can use the home address. The default contact method purposes for home, business and other address types are Home, Business, or Other. If you change the address types, the next synchronization becomes an initial synchronization. Note. The Other address type is applicable to Microsoft Exchange Server only.
Primary Address Type	Select the primary address type: Home, Business, and Other. If a contact has multiple addresses, the one that belongs to this address type becomes the primary address for the contact in PeopleSoft Enterprise CRM.
Home Phone Type, Business Phone Type, and Other Phone Type	Enter contact method purposes (defined in PeopleSoft Enterprise CRM) that home, business, and other phones in the PIM system are mapped to in PeopleSoft Enterprise CRM after synchronization. The default contact method purposes for home, business, and other phone types are Home, Business, and Other. Note. The Other phone type is applicable to Microsoft Exchange Server only.
Phone Ext (phone extension)	Enter a prefix for phone extensions. The Infosync applications support phone extensions in all phone types.

Specifying PIM Preferences for Calendar Items

Access the Calendar page.

Calendar

Specifies the synchronization preference that applies to calendar items.

Role Name

Select the role for which the PIM preference is created. Dataset roles are defined on the PIM Roles page.

Category

Enter a category that is used by PeopleSoft Infosync applications to identify which items in the calendar are to be synchronized. The calendar category that you specify in this field must be identical to the one that you use to categorize calendar items in the PIM system. Calendar items that don't belong to this category are not synchronized. You can change the category name during setup, but make sure that you also update the filter and the category mapping. The default value is PeopleSoft.

Allowable Actions from PIM

Select to provide users who are associated with this preference the ability to add, update, and delete items from the calendar and synchronize the change in PeopleSoft Enterprise CRM.

If any of these operations is disabled, any user who tries to synchronize a calendar item to PeopleSoft CRM using the unauthorized operation will receive an error message on the PIM Errors page. The corresponding calendar item in PeopleSoft Enterprise CRM is not impacted and rolls back to the user's calendar in the next synchronization.

If a user adds, updates, or deletes a calendar item directly from PeopleSoft Enterprise CRM, the change is synchronized to the PIM system and is available to users who receive updates on this calendar item (based on dataset rules), regardless of the selection. This is because the add, update, and delete operation settings do not control data flow originating from PeopleSoft Enterprise CRM to the PIM system.

Calendar Type in PIA

All Day Event	Select a task type that is defined in the CRM system to map with the all day event type on the PIM client. Available task types are not associated with time.
Appointment	Select a task type that is defined in the CRM system to map with the appointment type on the PIM client. Available task types are associated with time.
Meeting	Select a task type that is defined in the CRM system to map with the meeting type on the PIM client. Available task types are associated with time.
Anniversary (Domino Only)	Select a task type that is defined in the CRM system to map with an anniversary type on the PIM client. Available task types are not associated with time. This calendar type is applicable to Domino server only.
Reminder (Domino Only)	Select a task type that is defined in the CRM system to map with a reminder type on the PIM client. Available task types are associated with time. This calendar type is applicable to Domino server only.

Notes

Sync Option (synchronization option)	Select Concatenate or Most Recent to view the task notes.
Add - Begin Delimiter and Add - End Delimiter	Enter a beginning and ending delimiter that define where the task note begins and ends. The note description field on the PIM client shows these delimiters to define where the note text must be added. PeopleSoft recommends that you use only characters, numbers, or dashes.

Specifying PIM Preferences for Tasks

Access the Task page.

Task

Specifies the synchronization preference that applies to tasks.

Role Name

Select the role for which the PIM preference is created. Dataset roles are defined on the PIM Roles page.

Category

Enter a category that is used by the Infosync applications to identify which tasks in the to-do list are to be synchronized. The task category that you specify in this field has to be identical to the one that users use to categorize tasks on the PIM client. Tasks that don't belong to this category are not synchronized. You can change the category name to anything during setup, but also update the filter and the category mapping. The default value is PeopleSoft.

Allowed Actions from PIM

Select to provide users who are associated with this preference the ability to add, update, and delete tasks from the to-do list and synchronize the change in PeopleSoft Enterprise CRM.

If any of these operations is disabled, any user who tries to synchronize a task to PeopleSoft CRM using the unauthorized operation will receive an error message on the PIM Errors page. The corresponding task in PeopleSoft Enterprise CRM is not affected and is rolled back to the user to-do list in the next synchronization. However, if a user adds, updates, or deletes a task directly from PeopleSoft Enterprise CRM, the change is synchronized to the PIM side and is available to users who receive updates on this task (based on dataset rules). This is because the add, update, and delete operation settings do not control data flow originating from PeopleSoft Enterprise CRM to the PIM system.

Task Notes

Sync Option	Select Concatenate or Most Recent to view the task notes on the PIM client.
Add - Begin DelimiterAdd - End Delimiter	Enter a beginning and ending delimiter that define where the task note begins and ends. The note description field on the PIM client shows these delimiters to define where the note text must be added. PeopleSoft recommends that you use only characters, numbers, or dashes.
Task Type on PIA	Select a task type in the CRM system to associate with tasks on the PIM client.
Summarize Tasks	Select to enable the generated summary task to be synchronized to users' PIM clients.

Task Summary

Subject	Enter the text to be used as the subject of the summary task.
Text	Enter the text to be included in the body of the summary task. The text appears before the actual task list.
Type	Select the task type for summary tasks created in the CRM system. The system delivers a default type called Summary.
Priority	Select the priority of the summary task.

See Generating Task Summary.

Specifying PIM Preferences for Emails

Access the Email page.

Enable Email

Select to enable users' emails to be synchronized in PeopleSoft Enterprise CRM. If you decide not to support synchronization of emails, clear this check box to deactivate the rest of the page; users who are associated with this PIM preference receive an “object type not enabled” error message on their PIM Errors page when they try to synchronize emails to PeopleSoft CRM.

Category

Enter a category that is used by the Infosync applications to identify which emails are to be synchronized. The email category that you specify in this field must be identical to the one that users use to categorize emails on the PIM client. Emails that don't belong to this category are not synchronized. You can change the category name to anything during setup, but also update the filter and the category mapping. The default value is PeopleSoft.

Link Transactions

Select types of transactions that can be added to their associated emails as links. Options are lead, opportunity, case, service order and call report.

Setting Up PIM User Settings

This section discusses how to:

Associate PIM preferences with users.
Specify PIM accounts for users.

Pages Used to Set Up PIM User Settings

Page Name	Object Name	Navigation	Usage
Users	PIM_PREF_USERS	Set Up CRM, Product Related , Infosync, Preferences, Users	Associate users with or disassociate users from the PIM preference.
Overall Preferences	OPR_DEF_TABLE_RB1	Set Up CRM, Security, User Preferences, Overall Preferences	Associate a user with or disassociate a user from a PIM preference.
Worker: Details	RD_PRSN_DETAILS	Workforce, Search Worker, Worker	Specify the PIM account for a user.

Associating PIM Preferences with Users

Associate each user with a PIM preference on either one of these two pages:

The Users page.
The Overall Preferences page.

Any change you make on one page is updated automatically on the other page as well.

Access the Users page.

User ID

Select the PeopleSoft user ID of a PIM user to be associated with this PIM preference. You can add or delete end users from the list as necessary.

If you add a new user who is currently linked to another PIM preference, the old association is deleted and the new one takes effect immediately after you save the page.

Ensure that you complete the prerequisite on saving the user preferences record for each PIM user; otherwise, some of them may not be available for selection.

Last Sync Date (last synchronization date)

Displays the date and time when the last synchronization occurred. The last transaction date for different end users vary, depending upon whether data updates actually occurred between PeopleSoft Enterprise CRM and the PIM system. If there is no data update for some end users after synchronization, their last sync date displays an earlier timestamp than other users who have just received data update.

SetID

Enter a setID for the end user. It is used as the default setID for consumers (created by the end user in the PIM server) as the records are synchronized in PeopleSoft Enterprise CRM, if sales business units are not applicable to that end user.

Localization Country

Specify a country code for the user as the localization country.

Note. You must specify this value for PIM end users because the Infosync applications use it as a default value in scenarios where a user adds a contact in the address book but forgets to enter a country for the contact. When synchronization occurs, the process populates the contact's missing country value with the localization country value of the user (who creates the contact); otherwise, the user receives synchronization errors.

PIM Preference ID

Select a PIM preference with which the user is associated. When synchronization occurs, the process verifies the user's PIM preference and dataset rules that are associated with that preference to determine what data gets updated in the PIM server for the user. Set up PIM preferences using the PIM Preferences component.

Specifying PIM Accounts for Users

Access the Worker: Details page.

PIM Account Name

Enter the login name of the user's PIM client (Microsoft Outlook or Lotus Notes). If you don't specify the PIM account name for the user, the PeopleSoft user ID of the user appears as the account name in the import text file after you run the PIM_ID_SYNC process to export PeopleSoft users.

Generating Task Summary

This section discusses how to generate task summary.

Page Used to Generate Task Summary

Page Name	Object Name	Navigation	Usage
Summarize Tasks	PIM_TSK_SUM	Set Up CRM, Product Related , Infosync, Summarize Tasks, Summarize Tasks	Generate tasks that summarize outstanding open tasks for users as reference.

Generating Task Summary

Access the Summarize Tasks page.

Run the PIM_TSK_SUM application engine program to generate the task summary for the selected user in the chosen time zone. To synchronize this task summary to the user's PIM client, select the Summarize Tasks field on the Tasks page of the PIM preference profile that is associated with the user.

Setting Up Signon PeopleCode for PIM Users

This section discusses how to:

Enable Signon PeopleCode.
Create users for accessing PeopleSoft CRM from PeopleSoft Infosync Server.
Define PIM system data.
Specify administrator access.

Note. This section applies to PeopleSoft Enterprise Infosync Server only.

Pages Used to Set Up Signon PeopleCode for PIM Users

Page Name	Object Name	Navigation	Usage
Signon PeopleCode	SIGNONPPC_PAGE	PeopleTools, Security, Security Objects, Signon PeopleCode	Enable Signon PeopleCode programs.
PIM System Data	PIM_SYSTEM_DATA	Set Up CRM, Product Related , Infosync, Install Options, PIM System Data	Define PIM system data to enable users from PeopleSoft Infosync Server to log on to PeopleSoft CRM through Integration Broker without requiring user passwords.
Admin User Access	PIM_USER_ACCESS	Set Up CRM, Product Related , Infosync, Install Options, Admin User Access	Specify access rights for the administrator to various pages and components by associating permission lists.

Enabling Signon PeopleCode

For more information, refer to the Infosync chapter in the PeopleSoft Enterprise CRM 9 Supplemental Installation Documentation.

See Enterprise PeopleTools PeopleBook: Security Administration

Creating Users for Accessing PeopleSoft CRM from the PeopleSoft Infosync Server

Refer to the PeopleSoft Enterprise CRM 9 Installation Document for more information on user creation within Infosync applications.

Defining PIM System Data

Access the PIM System Data page.

Note. The user ID specified on this page should not be subject to synchronization. In other words, do not enter any sales or field service user who uses the server application for data synchronization as the PIM transient user. This user must not be an Integration Broker user.

PIM Transient User ID	Enter a user ID that serves as a transient user. Create a transient user like any regular user by selecting PeopleTools, Security, User Profiles, User Profiles. There are no special requirements for how it should be created.
PIM Transient User Password	Enter the password of the transient user.
Default PIM Preference ID	Enter the PIM preference that the system assigns to users if it cannot identify the PIM preference for them in the user account creation process.
Internal Mailbox ID, External Mailbox ID and Unknown Mailbox ID	Enter the mailboxes where different types of incoming emails are routed in the mail server.
Attachments URL	Enter the identifier of the FTP server URL where email attachments are stored and fetched. Establish URL identifiers on the URL Maintenance page under PeopleTools, Utilities, Administration, URLs.

Specifying Administrator Access

Access the Admin User Access page.

Specify permission lists to associate with the administrator user for authentication that happens in the CRM system. This user is used by UserManager to add PIM users.

Exporting Users from PeopleSoft CRM to PeopleSoft Infosync Server

This section discusses how to:

Export users from PeopleSoft CRM.
Import users into PeopleSoft Infosync Server.
Create users through LDAP.

Note. This section applies to PeopleSoft Enterprise Infosync Server only.

Page Used to Export Users from PeopleSoft CRM to PeopleSoft Infosync Server

Page Name	Object Name	Navigation	Usage
PIM ID Export	PIM_TL_RUN	Set Up CRM, Product Related , Infosync, User ID Export, PIM ID Export	Run the PIM_ID_SYNC application engine process to export IDs of specified PIM users to a text file.

Exporting Users from PeopleSoft CRM

PeopleSoft CRM delivers an application engine process (PIM_ID_SYNC) that exports PIM user IDs from PeopleSoft CRM to a text file. The file is used by a utility to import users to PeopleSoft Infosync Server. In addition to exporting all PIM users, administrators can select to export:

A group of users by PIM preference.
Users that have been added to the system since the process was last run.

If none of these options are specified, the system exports all users that are associated with a PIM Preference ID to the file.

By default, data synchronization does not occur for exported users during the user export process. To allow data synchronization to occur for these users while a user export process is in progress, set the line $sync=0 to $sync=1 in the export file that is created by export process before importing users in IMS.

Note. If you use UserManager to export users it is not necessary to use this process, because exports occur automatically. You can still use this process to perform manual exports.

Refer to the installation document for more information on the user export process.

See “PeopleSoft Enterprise CRM 9 Installation Document”

Importing Users into PeopleSoft Infosync Server

Use the Intellisync Admin Console to import large numbers of users. Reference the user import text file that is generated by the PIM_ID_SYNC program and begin the import process.

Refer to the PeopleSoft Enterprise CRM 9 Installation Document and the Intellisync installation and setup guide for more information on importing users.

Creating Users Through LDAP

This section discusses what you need to do in order to create users through LDAP.

You should complete the following steps:

Schedule user group sync that imports users from LDAP into Intellisync, and set up the group in Intellisync.
Schedule User Manager, which registers users as PIM users in PIA and creates and configures Intellisync users for them. In order to run this job, you must first configure it by editing its .ini file.

Refer to your Intellisync documentation for more information.

Example: Exchange Server

The .ini file format for Exchange is as follows:

CONSOLIDATE=true

URL=http://10.197.4.181/usrmgr/userManager.asp

OUTPUT=userManagerLog.xml

XML=<PARAM NAME="PROCESS_EA">TRUE</PARAM>
<PARAM NAME="PROCESS_XML">TRUE</PARAM>
<PARAM NAME="PROCESS_EXCHANGE">TRUE</PARAM>
<PARAM NAME="XML_TRANSLATORID">100</PARAM>
<PARAM NAME="XML_LOOKUPFUNC">lookupPIAXML
('http://adas0102/PSIGW/HttpListeningConnector?From=PSFT_PIM&amp;
To=PSFT_CR&amp;MessageName=PIM_CONTACT_SYNC&amp;
MessageType=sync&amp;Password=infosync')</PARAM>

The variable parameters are:

Parameter	Description
URL=http://XX.XXX.X.XXX/usrmagr/userManager.asp	This is the IP (internet protocol) address of the machine where the Infosync Server is running
Parameter inside the lookupPIAXML()	The complete URI used to integrate with Integration Broker. This is used for the LDAP interface.

Example: Domino Server

The .ini file format for Domino is as follows:

CONSOLIDATE=true

URL=http://XX.XXX.X.XXX/usrmgr/userManager.asp

OUTPUT=userManagerLog.xml

XML=<PARAM NAME="PROCESS_EA">TRUE</PARAM>
<PARAM NAME="PROCESS_XML">TRUE</PARAM>
<PARAM NAME="PROCESS_DOMINO">TRUE</PARAM>
<PARAM NAME="XML_TRANSLATORID">100</PARAM>
<PARAM NAME="XML_LOOKUPFUNC">lookupPIAXML
('http://adas0102/PSIGW/HttpListeningConnector?From=PSFT_PIM&amp;
To=PSFT_CR&amp;MessageName=PIM_CONTACT_SYNC&amp;
MessageType=sync&amp;Password=infosync')</PARAM>

The variable parameters are:

Parameter	Description
URL=http://XX.XXX.X.XXX/usrmagr/userManager.asp	This is the IP address of the machine where the Infosync Server is running
Parameter inside the lookupPIAXML()	The complete URI used to integrate with Integration Broker. This is used for the LDAP interface.

Setting Up Logging Options

This section discusses how to:

Define PIM log settings.
Associate users with PIM log settings.
View PIM log.

Pages Used to Set Up Logging Options

Page Name	Object Name	Navigation	Usage
PIM Timing Setting	PIM_DBG_PROFILE	Set Up CRM, Product Related , Infosync, Timing, Setting, PIM Timing Setting	Define PIM log settings.
PIM Timing Users	PIM_USER_PROFILE	Set Up CRM, Product Related , Infosync, Timing, Users, PIM Timing Users	Associate users with PIM log settings.
PIM Timing Log	PIM_TIMING	Set Up CRM, Product Related , Infosync, Timing, Log, PIM Timing Log	View time log.

Defining PIM Log Settings

Access the PIM Timing Setting page.

Timing Options

Calendar Objects, Email Objects, Contact Objects, and Task Objects

Select the synchronization-enabled objects to be traced.

For each selected object, the system logs the times when any of these events occurs:

Execution of dataset rules.
Search of newly added records.
Search of deleted records.
Search of changed records.

Get Request and Put Request

Select to capture the time spent on the get request or put request (or both) for each selected object.

Objects Fetching and Objects Storing

Select to capture the time spent on fetching or storing (or both) new, deleted, and changed records for each selected object.

Associating Users with PIM Log Settings

Access the PIM Timing Users page.

PIM Logging Source Type

Select a user or a group of users to enable logging. Options are All, Preference, and User.

Note. When a user is associated with all three source types: User, Preference, and All, the log setting of the User source type takes precedence over Preference, followed by All.

User ID

Enter the ID of a user whose synchronization activities are logged.

This field appears if the logging source type is User.

PIM Preference ID

Enter a PIM preference in which its users' synchronization activities are logged.

This field appears if the logging source type is Preference.

PIM Timing ID

Enter the logging setting to be applied to the selected users.

Viewing PIM Log

Access the PIM Timing Log page.

The log captures the logged event (according to the log setting) and the time it was logged for selected users. You can identify events that take a long time to process and investigate the cause of the performance issue.

Enable Email	Select to enable users' emails to be synchronized in PeopleSoft Enterprise CRM. If you decide not to support synchronization of emails, clear this check box to deactivate the rest of the page; users who are associated with this PIM preference receive an “object type not enabled” error message on their PIM Errors page when they try to synchronize emails to PeopleSoft CRM.
Category	Enter a category that is used by the Infosync applications to identify which emails are to be synchronized. The email category that you specify in this field must be identical to the one that users use to categorize emails on the PIM client. Emails that don't belong to this category are not synchronized. You can change the category name to anything during setup, but also update the filter and the category mapping. The default value is PeopleSoft.
Link Transactions	Select types of transactions that can be added to their associated emails as links. Options are lead, opportunity, case, service order and call report.

PIM Logging Source Type	Select a user or a group of users to enable logging. Options are All, Preference, and User. Note. When a user is associated with all three source types: User, Preference, and All, the log setting of the User source type takes precedence over Preference, followed by All.
User ID	Enter the ID of a user whose synchronization activities are logged. This field appears if the logging source type is User.
PIM Preference ID	Enter a PIM preference in which its users' synchronization activities are logged. This field appears if the logging source type is Preference.
PIM Timing ID	Enter the logging setting to be applied to the selected users.