Managing Synchronized Objects and Information

This chapter provides an overview of system-delivered permission lists and discusses how to:

Work with synchronized emails.
View synchronization status information.

Understanding System-Delivered Permission Lists

PeopleSoft Infosync Server provides three permission lists that give user groups access to different PIM pages based on their job functions. These permission lists are:

CRPIM0001 (PIM user permission list)

With this permission, users have access to the My PIM Status page to view personal status, error logs, and deleted objects.
CRPIM0002 (PIM administrator permission list)

With this permission, users have access to all setup pages under Set Up CRM, Product Related, Infosync.
CRPIM0003 (PIM manager permission list)

With this permission, users have access to the PIM Users Status page.

Working with Synchronized Email

This section discusses how to work with synchronized email.

Page Used to Work with Synchronized Email

Page Name	Object Name	Navigation	Usage
Synched Email Detail	PIM_IN_EMAIL895	My Synched Email Click to open an email on the My Synched Email page.	View email messages that are synchronized from the PIM system to PeopleSoft CRM.

Page Name

Object Name

Navigation

Usage

Synched Email Detail

PIM_IN_EMAIL895

My Synched Email

Click to open an email on the My Synched Email page.

View email messages that are synchronized from the PIM system to PeopleSoft CRM.

Viewing Synchronized Email

Access the Synched Email Detail page.

Email Detail

This section displays the summary information of the synchronized email. Users can save changes that are made to the email, or delete the email if it is synchronized by mistake.

Attachments	Displays files that are attached to this email before and after synchronization.
Attach a File	Click to select files from the local machine to attach to this email.
Links	Displays transactions that are associated with the contact or those that you selected to associate with the email using the Create Link button. Click the link to access the selected transaction. Note that users must be authorized to access the component of the transactions they wish to open, otherwise an error message appears which denies their access.
Link To A and Create Link	Select from a list of open transactions to create links with this email, then click the Create Link button to perform the action. Options are: Call report. Case. Lead. Opportunity. Service order. These transactions include, but are not limited to, open transactions of the email contact. Note. From the search of the My Synched Email page, users can select multiple emails from the search result and link them to the same transactions simultaneously.

See Specifying PIM Preferences for Emails.

Viewing Synchronization Status Information

This section discusses how to:

View synchronization status.
View synchronization errors.
View all synchronization users.

Note. Managers have access to the status information of all PIM end users; PIM end users have access to their own status information. Access to status information is controlled by permission lists.

Pages Used to View Synchronization Status Information

Page Name	Object Name	Navigation	Usage
PIM Status	PIM_STATUS_PG	My PIM Status, PIM Status (for users) Set Up CRM, Product Related , Infosync, Sync Users Status, PIM Status(for administrators)	View user synchronization status.
PIM Errors	PIM_ERROR_PG	My PIM Status, PIM Errors (for users) Set Up CRM, Product Related , Infosync, Sync Users Status, PIM Errors (for administrators)	View a log of errors and warnings that occurred on PeopleSoft CRM during synchronization.
All Users	PIM_SYNC_PG	Set Up CRM, Product Related , Infosync, Sync Users Status, All Users	View a list of PeopleSoft users who use PeopleSoft Infosync Server to synchronize information.

Viewing Synchronization Status

Access the PIM Status page.

Object

Displays the three types of PIM objects that are synchronized: calendar, address book (contact), and task.

Total Count

Displays the total number of records transferred.

Last Transaction Timestamp

Displays the date and time when the last transaction of the corresponding object occurred.

Last Sync Date (last synchronization date)

Displays the date and time when the last synchronization occurred. The last transaction timestamp may or may not be equal to the last synchronization date, depending upon whether data updates actually occurred between the PeopleSoft Enterprise CRM and PIM systems. If data was not updated for an object after synchronization, the last transaction time of the object indicates an earlier date and time than its last synchronization date.

Viewing Synchronization Errors

Access the PIM Errors page.

Object

Displays, if applicable, the object that the error pertains to.

Sync Error Text

Displays errors and warnings that occurred in PeopleSoft CRM during synchronization. Select the Debug check box on the Setup page of the PIM preferences component to get more specific error text for troubleshooting purposes.

Note. You can find additional log information captured by the Intellisync Server in the C:\LOGS\XML and C:\LOGS\SYNCENGINE folders.

Viewing All Synchronization Users

Access the All Users page.

Error Count

Displays the number of errors that the user encountered.

Last Error Date

Displays the date when the last synchronization error occurred.

Object	Displays the three types of PIM objects that are synchronized: calendar, address book (contact), and task.
Total Count	Displays the total number of records transferred.
Last Transaction Timestamp	Displays the date and time when the last transaction of the corresponding object occurred.
Last Sync Date (last synchronization date)	Displays the date and time when the last synchronization occurred. The last transaction timestamp may or may not be equal to the last synchronization date, depending upon whether data updates actually occurred between the PeopleSoft Enterprise CRM and PIM systems. If data was not updated for an object after synchronization, the last transaction time of the object indicates an earlier date and time than its last synchronization date.

Object	Displays, if applicable, the object that the error pertains to.
Sync Error Text	Displays errors and warnings that occurred in PeopleSoft CRM during synchronization. Select the Debug check box on the Setup page of the PIM preferences component to get more specific error text for troubleshooting purposes.

Error Count	Displays the number of errors that the user encountered.
Last Error Date	Displays the date when the last synchronization error occurred.