PIVOTAL CRM for iPad

Manal SamaanTechnical Trainer

Agenda

• Pivotal CRM for iPad Overview- Features- Solution Architecture

- Server Side Requirements- Customization • Q/A

2

Overview

Pivotal CRM for iPad Overview

• Is a new mobile option from Pivotal– Allows users to access Pivotal data from anywhere

• Has a client and server component– Pivotal CRM for iPad App – Pivotal Device Server

4

Pivotal CRM for iPad Features

• Mobile access to CRM information– Create and manage CRM information from anywhere– Search capabilities– Read-only offline support

• iPad Dashboard: charts, URLs, and SRLs• Integration with other Apps - Skype• Use of native features (GPS, camera, signature

capture)• Customizable using Pivotal Toolkit– Flexible navigation and form layout

SERVER SIDE REQUIREMENTS

Sever Component Deployment Requirement

• Server Machine – Windows Server 2008 Service Pack 2 / R2 / R2 SP1 – Microsoft Internet Information Services 7.0 or above– .NET 4.0

• Pivotal CRM System – SP10

• Pivotal Business Server 6.0.10 Hot Fix 1 • Pivotal Toolkit 6.0.10 Hot Fix 2

– Any Pivotal CRM application (CMS, FS or PCM)

Client Component Deployment Requirement

• iPad – iOS 5.0.1 and above– iPad 2 or 3 is recommended for better performance

• App download from the on App Store• A one time download

SOLUTION ARCHITECTURE

Three-tier Architecture

• Data Layer - Includes the databases– The Business Module contains the metadata for the iPad application

• Active Forms• SRLs• Business Objects / Navigation• Security permissions

• Business Logic Layer – Pivotal Device Server – Pivotal Business Server

• Presentation Layer – Device Client - based on Appcelerator’s Titanium Framework

Deployment Componentsin the DMZ

Open Ports 80/434

Deployment within the private network

Device Server on same network as PBSVPN from iPad is required

DEPLOYMENT

Installing The Device Server• Provide:– Pivotal Business Server URL– Pivotal system name

Editing the Web.config File

• Location:– Drive:\Program Files\CDC Software\Pivotal CRM\

DeviceServer\• Settings:– ServerUrl: Pivotal Business Server URL – CRMSystemName: Pivotal CRM system name– UserDomain: used when the user logs on without providing a

domain name– File value: log file location– Level value: logging level

Editing the Web.config File cont’d

• MaxSearchRecordCount: – recommended <= 500 (note: currently is set to 2000,

set to 500)• CacheObjectExpiration: – expiration time of the meta data used by the server– Should be equal to Idle Time-out application pool

setting for consistent object cache expiration– Minimum is 15 min

• maxRequestLength

Supporting Multiple Pivotal Systems

• Create a new folder for the second Pivotal Device Server

• Copy all the contents - including sub-directories• Grant Network Service Id (read, write) permission to

the App_Data folder

Supporting Multiple Pivotal Systems cont’d

• Create a new application pool– Verify that the .Net Framework version is 4.0.30319

Supporting Multiple Pivotal Systems cont’d

• Add a new application on the Default Web Site– provide the alias for the new Pivotal Device Server• used in Device Client to connect to this application

http://<server IP address>/<deviceserver2>

– set the physical path to the new Device Server folder– create a COM+ partition for the Pivotal system– set the ServerURL and CRMSystemName parameters in

the web.config file

TROUBLSHOOTING

Troubleshooting the Pivotal Device Server

• Verify that the IIS server is functional and reachable• Verify that the following URL is reachable and

displays a

Troubleshooting the Pivotal Device Server cont’d

• Error Code 500: verify that – the Pivotal Device Server can reach the Pivotal Business

Server– Pivotal Business Server is running

CUSTOMIZING PIVOTAL CRM TO SUPPORT THE IPAD APP

Customizable Objects• Forms: Using the Active From Designer• Navigation bar: Business Objects • Dashboard: Portal categories and Portal Items

(queries, Graphs and URLs)• Server Tasks (App Sever Rules): can be associated

with an Active Form• Setting security permissions

iPad User InterfaceSearch Panel Active Form

Tab Group

Viewing Customization Changes on the iPad• Stop the Pivotal Business Server• Recycle the Device Server IIS application pool• Do one of the following to get the latest meta data:– ACC– UFO– Disable Caching of Business Module:

• Logout of App and log back in

Creating Active Forms • Active Forms are design to include– Tabs

• One Anchored Tab: appears as a header regardless of scrolling• contain Segments

– Segments• Primary: fields from the base table • Secondary: references a linked by a Foreign Key to the form phase table

• Segments can include:– Fields– Static text– Disconnected fields– Icons for a secondary

Creating iPad Navigation Elements

• Business Objects are used as navigation elements • Appear as a button in the application tab group

menu• Clicking a Business Object from the iPad displays

an associated Active Form• One Business Object per table– Needed only for forms accessible from the application

tab group menu • An Icon must be specified

iPad Business Objects

• The selected Business Object appears in the upper-left corner of the Active Form title– Reveals a Search Results List

Sample Business Object

Setting Searches for a Business Object

• Controlled by security permissions

• Open parameter queries are not supported – Only available for Foreign

Key filters on forms

Search Results Lists

• The first two visible non-binary columns are shown in the iPad search panel

• The first field with data type DeviceIcon displays an image

• All other non-binary columns are not visible, but content is used when filtering

• Any tables referenced in the SRL, including formulas, must have at least Read access.

Creating a search Results List

Customizing the Dashboard• One Portal Category defines all the URLs, Queries,

and Graphs – Controlled by security on Portal Items

• Graphs and URLs are displayed in the top half of the dashboard

• Queries are displayed in the bottom half• Unpredictable which Dashboard is shown when more

than one is available to a user.

Creating a New Portal Category

Creating a Portal Item - Graph

The token in the description determines the item location on the Dashboard

Setting Security Permissions

• The Device Client connection type provided in Pivotal Toolkit 6.0.10 is used to set all application permissions except: – View filters - LAN connection type– Server Task - Client connection type

Note: Reports and Letter Express are currently not supported.

Setting Security Permissions cont’d• At least Read permission on the Tables• Visible permissions for the Business Object• Grant Visible, Default, and Scriptable permissions

for the SRL• Grant Default and Scriptable permissions for the

Active Form• If no read access assigned to the table, then the

Active Form & Business Object will not be displayed in the application– Check the Device Server log for an error

Setting Security Permissions cont’d

• Visible and Scriptable for queries– Default: the query executed when a Business Object is clicked

Setting Security Permissions cont’d

• Portal Items from one Category should be made Visible

Knows Issues

• DE28219: When a new record is added or an existing record is edited, the changes are not reflected immediately in the searches

• DE28321 The Icon token does not get applied for Foreign Key and Attachment fields

• DE28344 The iPad application sometimes crashes when an incorrect URL is specified in a Webview or URL field.

• DE28345 The iPad client displays the hidden fields. Workaround: Add the hidden field to a hidden segment instead.