Setting Up Data Distribution for a Mobile Device

This chapter provides an overview of data distribution and discusses how to:

Define mobile customer options.
Define mobile attachment rules.
Set up out-of-date detection.
Enable basic data processing.

Understanding Data Distribution

Mobile devices may have limited processing power, storage capacity, and display space. You can limit the range and quantity of data that is passed to the mobile device by specifying a data distribution method.

Data distribution is used in mobile applications to:

Implement security.
Filter needed data to download to the mobile device.

Depending on the business objects, mobile applications use these methods to distribute data from the database to the mobile device:

Dataset rules.

Defining dataset rules creates SQL statements that run during synchronization to select the dataset that is delivered to the mobile device. The result of data distribution rules is a set of data that is appropriate to the user’s roles. The dataset may differ depending on the mobile device.
Spider out.

The result of spidering is that rows of data can be required for the mobile device in addition to those that are selected by the OnSelect event. For example, a contact list on a mobile device includes three people: two from the U.S. states of New York and New Jersey and one from the Canadian province of Ontario. The OnSelect event for state calls for only states or provinces that are in the U.S. Using spidering, the Sync Server retrieves all the U.S. states and also Ontario because Ontario is referenced in the address of a company that is selected to download to the mobile device. Therefore, Ontario, as a state (province) data row, is downloaded (spidered down) and present on the mobile device.

This table lists the data distribution methods that customer data model (CDM) objects use:

Object	Data Distribution Method
Company (RDM_COMPANY_2)	This object uses: Dataset rules. Spider out. It is referenced by transactions such as lead, opportunity, or relationship between a contact and company. Companies will be downloaded along with those leads, opportunities, contacts, and so on.
Person (RDM_PERSON_CI)	This object uses: Dataset rules. Spider out from company and consumer as contact, as well as from reference by other transactions such as contact of a lead or contact in a task.
Site (RDM_SITE_2)	This object uses: Dataset rules. Spider out from company and consumer as well as from reference by transactions, such as service order or sales order.

Relationship Component (BO_REL_MOBILE)

The Relationship component sources the data that is in the relationship viewer of various components.

Using dataset rules, you can restrict the amount of relationship instances that are downloaded to the mobile device. If the distribution rules are too restrictive, then only a small number of relationships will be downloaded. Conversely, if the rules are too broad, then performance may suffer as too many transactions are downloaded to the device during synchronization. An option in the mobile installation options enables relationships to spider out from the customer components. This option enables automatic spider-out of relationships one level deep from each customer. This mechanism supplements or replaces data distribution rules.

See Also

PeopleSoft Enterprise Components for CRM 9 PeopleBook

Enterprise PeopleTools PeopleBook: PeopleSoft Mobile Agent

Enterprise PeopleTools PeopleBook: PeopleCode Language Reference

Defining Mobile Customer Options

This section discusses how to define mobile customer options.

In PeopleSoft Enterprise CRM, you can define the options for using the CDM for the mobile application. CDM maintains entries and relationships among company, site, contact, consumer, worker, and other business entities.

Page Used to Define Mobile Customer Options

Page Name	Object Name	Navigation	Usage
Mobile Customer Option	RDM_MOBILE_DFLT	Set Up CRM, Install, Mobile, Mobile Customer Option	Define general options for displaying customer information on mobile devices.

Defining Mobile Customer Options

Access the Mobile Customer Option page.

Mobile Options

Enter the name of this customer option profile.

Default SetID

Specify a setID that is used for filtering customer data.

Read Only

Select to have all CDM information (for companies, persons, and sites) that is downloaded to the mobile device be read-only.

Note. This option applies to PeopleSoft Mobile FieldService only.

Show Relationship Viewer

Select to display the Relationship Viewer on mobile devices.

Spider Out To Customer

During a synchronization, this option controls whether the synchronization process spiders out to retrieve the full object, that is, Company, Consumer, and so forth, or if only the name is retrieved.

Note. If you select this option, system performance may decrease slightly.

Show 360 Degree View

Select to display the 360-Degree View on mobile devices.

Purchase Option

Select one or more of these purchase options:

Bill To Customer: Select this check box if you want customers created on the mobile device to be Bill To customers. An address that is created for a Bill To customer will automatically be marked as a Bill To address, and the primary address will automatically be marked as a Primary Bill To address. A Bill To customer can receive invoices for purchases.

Ship To Customer: Select this check box if you want customers created on the mobile device to be Ship To customers. Note that an address that is created for a Ship To customer will automatically be marked as a Ship To address, and the primary address will automatically be marked as a Primary Ship To address. A Ship To customer can receive shipments for products or services.

Sold To Customer: Select this check box if you want customers created on the mobile device to be Sold To customers. Note that addresses that are created for a Sold To customer will automatically be marked as a Sold To address, and the primary address will automatically be marked as a Primary Sold To address. A Sold To customer can purchase products or services.

Person Configuration

Select the default actions to perform in the Person component when users click the Add button and when they view persons who have multiple roles on the device.

Select a default action when users click the Add button:

Add a new person record with contact details.

Add a new person record with consumer details.

Select a default action when users view persons who have multiple roles:

View contact details if the person has a Contact role.

View consumer details if the person has a Consumer role.

Role Type ID

Displays the identification code that is associated with the business object role type. When you add a new role type, the system automatically assigns a value using automatic numbering functionality.

Description

Displays the role for which you want to view relationships.

Business Object Name Type

Select the type of business object name to apply to the corresponding role type. Values are preferred and alternate.

Relationship View Name

Select the relationship view that you want to associate with the role.

Spider Out To Relationships

As transactions are encountered during a synchronization, this option controls whether the synchronization process spiders out to the relationships.

Note. If both the Spider Out To Relationships and Spider Out To Customer options are selected, all customer data is moved to the mobile device. Depending on the volume of customer data in the system, performance can be affected.

360 Degree Tree Name

Select a 360-Degree View tree that displays all activities and interactions for the company or contact.

It can also display an add and search node for the particular activity of the tree. Click the detail link to navigate to the detail pages for the activity. Click the add link to access a page where you can add the activity. Click the search link to access a page where you can search for the activity.

Three Sixty View Degree Tab Number

Displays the tab number of the page in the corresponding component.

See Also

Working with the Relationship Viewer

Business Object Management Basics

Interactions and 360-Degree Views

Defining Mobile Attachment Rules

This section discusses how to:

Define attachment rules for the PeopleSoft Enterprise Mobile Sales.
Define attachment rules for the Mobile Product component.
Define attachment rules for the PeopleSoft Enterprise Mobile Order Capture.
Define attachment rules for the PeopleSoft Enterprise Mobile FieldService.

Before using the mobile product, set up these attachment settings:

Type of attachments.
Custom size of attachments (if you want to specify the size of some attachments).
Size of product images to be displayed on the mobile device.

Pages Used to Define Mobile Attachment Rules

Page Name	Object Name	Navigation	Usage
Mobile Rules	RSF_SYNC_ATTACH	Set Up CRM, Business Unit Related, Mobile Rules	Define attachment rules for the PeopleSoft Enterprise CRM Mobile Sales application.
Mobile Product Defaults	MOC_OPTIONS_PG	Set Up CRM, Install, Mobile, Mobile Product Options, Mobile Product Defaults	Define attachment rules for the Product component on mobile devices.
Mobile Order Capture Defaults	MOC_OC_OPTIONS_PG	Set Up CRM, Install, Mobile, Mobile Order Capture Options, Mobile Order Capture Defaults	Define attachment rules for the PeopleSoft Enterprise CRM Mobile Order Capture application.
Mobile Field Service Options	RF_MOB_SYNC_OPT	Set Up CRM, Install, Mobile, Mobile Field Service Options, Mobile Field Service Options	Define attachment rules for the PeopleSoft Enterprise CRM Mobile FieldService application.

Defining Attachment Rules for PeopleSoft Enterprise Mobile Sales

Access the Mobile Rules page.

Note. The Synch to PDA option is no longer in use.

Synch to Laptop(synchronize to laptop)

Select the synchronization options for attachments to be passed down from the database to the mobile devices by business unit. Options are All, Size up to, and None. When you select Size up to, enter the maximum attachment size that is allowed in bytes.

Defining Attachment Rules for the Mobile Product Component

Access the Mobile Product Defaults page.

Note. The PDA Settings group box is no longer in use.

Laptop Settings

Type	Select the synchronization option for attachments that are to be passed down from the database to the laptop computer. Options are All Attachments, Custom Size, and No Attachments. If you select Custom Size, enter the maximum attachment size that is allowed as well.
Size (bytes)	Specify the size (in bytes) of the attachments that you want to pass down from the database to the laptop computer. The system delivers only attachments that are less than the specified size.
Images	Select the size of the product images that you want to pass down from the database to the laptop computer. Values are Large Image, Medium Image, No Image, Small Image,and Zoom Image.

Defining Attachment Rules for PeopleSoft Enterprise Mobile Order Capture

Access the Mobile Order Capture Defaults page.

Note. The PDA Options group box is no longer in use.

Laptop Settings

Type	Select the synchronization option for attachments that are to be passed down from the database to the laptop computer. Options are All Attachments, Custom Size, and No Attachments. If you select Custom Size, enter the maximum attachment size that is allowed as well.
Size (bytes)	Specify the size (in bytes) of the attachments that you want to pass down from the database to the laptop computer. The system delivers only attachments that are less than the specified size.

Defining Attachment Rules for the PeopleSoft Enterprise Mobile FieldService

Access the Mobile Field Service Options page.

Laptop Options and PDA Options

Type	Select the synchronization option for attachments that are to be passed down from the database to the laptop computer and the personal digital assistant (PDA). Options are All Attachments, Custom Size, and No Attachments. If you select Custom Size, enter the maximum attachment size that is allowed as well.
Size (bytes)	Specify the size (in bytes) of the attachments that you want to pass down from the database to the laptop computer and the PDA. The system delivers only attachments that are less than the specified size.

Setting Up Out-of-Date Detection

This section discusses how to set up out-of-date detection.

The four CDM components (Company, Person, Worker, and Site) in the mobile applications use the Basic Data table to accommodate out-of-date detection. To set up for out-of-date detection, you must enable basic data for the company, person, worker, and site roles on the Role Type page.

Page Used to Set Up Out-of-Date Detection

Page Name	Object Name	Navigation	Usage
Role Type	RBM_DD_ROLE	Set Up CRM, Common Definitions, Customer, Role Type	Set up out-of-date detection for role types.

Setting Up Out-of-Date Detection

Access the Role Type page.

Select the Enabled for Basic Data option, which enables the maintenance of the Basic Data table and out-of-date detection for mobile customer applications.

See Also

Working with the Relationship Viewer

Interactions and 360-Degree Views

Enterprise PeopleTools PeopleBook: PeopleSoft Mobile Agent

Enabling Basic Data Processing

This section discusses how to enable basic data processing.

Page Used to Enable Basic Data Processing

Page Name	Object Name	Navigation	Usage
Customer Data Management System Options	BO_INSTALLATION	Set Up CRM, Common Definitions, Customer, Customer Installation Options, Customer Data Management System Options	Enable basic data processing for mobile applications.

Enabling Basic Data Processing

Access the Customer Data Management System Options page.

Process Basic Data Summary

Select this check box if PeopleSoft mobile applications are in use. This feature updates basic data tables and overrides the setting for roles.

Mobile Options	Enter the name of this customer option profile.
Default SetID	Specify a setID that is used for filtering customer data.
Read Only	Select to have all CDM information (for companies, persons, and sites) that is downloaded to the mobile device be read-only. Note. This option applies to PeopleSoft Mobile FieldService only.
Show Relationship Viewer	Select to display the Relationship Viewer on mobile devices.
Spider Out To Customer	During a synchronization, this option controls whether the synchronization process spiders out to retrieve the full object, that is, Company, Consumer, and so forth, or if only the name is retrieved. Note. If you select this option, system performance may decrease slightly.
Show 360 Degree View	Select to display the 360-Degree View on mobile devices.
Purchase Option	Select one or more of these purchase options: Bill To Customer: Select this check box if you want customers created on the mobile device to be Bill To customers. An address that is created for a Bill To customer will automatically be marked as a Bill To address, and the primary address will automatically be marked as a Primary Bill To address. A Bill To customer can receive invoices for purchases. Ship To Customer: Select this check box if you want customers created on the mobile device to be Ship To customers. Note that an address that is created for a Ship To customer will automatically be marked as a Ship To address, and the primary address will automatically be marked as a Primary Ship To address. A Ship To customer can receive shipments for products or services. Sold To Customer: Select this check box if you want customers created on the mobile device to be Sold To customers. Note that addresses that are created for a Sold To customer will automatically be marked as a Sold To address, and the primary address will automatically be marked as a Primary Sold To address. A Sold To customer can purchase products or services.
Person Configuration	Select the default actions to perform in the Person component when users click the Add button and when they view persons who have multiple roles on the device. Select a default action when users click the Add button: Add a new person record with contact details. Add a new person record with consumer details. Select a default action when users view persons who have multiple roles: View contact details if the person has a Contact role. View consumer details if the person has a Consumer role.
Role Type ID	Displays the identification code that is associated with the business object role type. When you add a new role type, the system automatically assigns a value using automatic numbering functionality.
Description	Displays the role for which you want to view relationships.
Business Object Name Type	Select the type of business object name to apply to the corresponding role type. Values are preferred and alternate.
Relationship View Name	Select the relationship view that you want to associate with the role.
Spider Out To Relationships	As transactions are encountered during a synchronization, this option controls whether the synchronization process spiders out to the relationships. Note. If both the Spider Out To Relationships and Spider Out To Customer options are selected, all customer data is moved to the mobile device. Depending on the volume of customer data in the system, performance can be affected.
360 Degree Tree Name	Select a 360-Degree View tree that displays all activities and interactions for the company or contact. It can also display an add and search node for the particular activity of the tree. Click the detail link to navigate to the detail pages for the activity. Click the add link to access a page where you can add the activity. Click the search link to access a page where you can search for the activity.
Three Sixty View Degree Tab Number	Displays the tab number of the page in the corresponding component.