Understanding PeopleSoft Enterprise Mobile Sales for BlackBerry

This chapter discusses the architecture of PeopleSoft Enterprise Customer Relationship Management (CRM) Mobile Sales for BlackBerry.

Click to jump to parent topicArchitecture of PeopleSoft Enterprise Mobile Sales for BlackBerry

PeopleSoft Enterprise CRM integrates with the third-party, wireless application platform to provide near real-time enterprise data access to mobile sales users through the handheld BlackBerry device. The integration framework leverages Sendia Enterprise Application Integration technologies and the PeopleSoft Pure Internet Architecture using web services and Simple Object Access Protocol to CI (SOAPTOCI) transactions.

After the application installation and configuration is complete, data synchronization can start. The Sendia Wireless WorkSpace server (referred to as the Wireless WorkSpace server throughout this document) accesses PeopleSoft Enterprise data using web services that are driven by component interfaces (CIs). Synchronous SOAP messages are used to shuttle data between the CRM system, Wireless WorkSpace server, and BlackBerry devices. Synchronizations are performed in the background whenever users are within the network coverage. If users are not within coverage, the changes are queued and then synchronized when users are back in coverage.

Should synchronization fail, the Wireless WorkSpace server captures the errors in a log. BlackBerry users normally do not receive notifications about synchronization failure.

User edits on the BlackBerry devices are sent to the Wireless WorkSpace server automatically through background synchronization, while data changes from the PeopleSoft system are synchronized to the Wireless WorkSpace server at a configured time interval. During synchronization, the Wireless WorkSpace server makes a request to the PeopleSoft CRM system to pull all the relevant entities to all the BlackBerry devices. Users obtain data based on the dataset rules that are defined in the PeopleSoft CRM system. The end result of this timed synchronization is that all users get a set of data that is pertinent to their job functions. Every set of downloaded data is likely to be unique based on the user role and the dataset rules that are in place for each of the users. If users are not in the coverage area, the Wireless WorkSpace server puts the updates in queue and sends them to the devices as soon as users are within coverage again.

The Wireless WorkSpace server manages BlackBerry devices and provides data caching in the synchronization process to improve performance. This diagram illustrates the integration between PeopleSoft CRM and the third-party wireless application platform:

Integration between PeopleSoft CRM and the third-party wireless application platform

The Wireless WorkSpace server polls the PeopleSoft CRM server at regular intervals that you specify when you create the users on the Wireless WorkSpace server. Exercising caution when you determine the correct time interval for synchronization is critically important: if the time interval is too low, you will create a large load on the CRM server; if it is too high, users will not get updates in a reasonable time frame.