PeopleSoft Infosync Client 8.9 Implementation …hosteddocs.ittoolbox.com/JS040108.pdfIntegration...

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PeopleSoft Infosync Client 8.9 Implementation

(PeopleTool 8.45)

By: Jitendra Singh

Technical Consultant

PeopleSoft CRM Practice

Satyam Computer Services Ltd.

Purpose

This document enables PeopleSoft Developer to understand the functionality of Infosync

Client 8.9, required configuration & setups, common errors and their solution. I hope if

developer goes through this document, he or she will be able to implement Infosync

client 8.9 successfully.

Introduction to Infosync Client 8.9 PeopleSoft CRM integrates with PIM (Personal Information Manager) clients (viz.

Microsoft outlook, Lotus note) to provide data synchronization capabilities for end users,

such as field service executives and sales executives to manage Contacts, Calendar,

Email and Task more effectively.

PeopleSoft Infosync Client 8.9 consists of three parts:

PeopleSoft Infosync Client 8.9,

message People Code,

Integration Broker.

In this data synchronization solution, field sales and field service personnel use

PeopleSoft Infosync Client 8.9 to make any synchronization requests. PeopleSoft uses

Integration Broker to handle the XML-based communication between PeopleSoft CRM

and the PIM application. When an end user clicks the Sync button from PeopleSoft

Infosync Client 8.9, an XML request message is generated and sent to Integration Broker,

which initiates a message People Code to gather the changed data in PeopleSoft CRM

and sends the reply back to the client application. Next, the client polls the PIM

application for changes. It then performs a comparison between the two sets of data and

resolves any data conflict that occurs. At the end, the data pertaining to PeopleSoft CRM

is formatted in XML and sent back to PeopleSoft CRM as an XML message. Changes

that are specific to the PIM client get updated simultaneously.


This diagram illustrates the data synchronization process flow of the PeopleSoft CRM

and PIM integration:

Data synchronization

Note: Above diagram is referenced from People books.


Set Up and Configuration

For proper functioning of Infosync Application following setups and

configurations were done.

Set Up the PeopleSoft Integration Broker

A complete PeopleSoft Integration Broker setup is required as part of the

PeopleSoft Enterprise Infosync Client product to perform data synchronization between

PeopleSoft Enterprise CRM and PIM Client. The setup delivers the PeopleSoft

Integration Broker objects that are used in this integration. The information I set up in the

PeopleSoft Integration Broker is required to set up the URI specified in the PeopleSoft

Enterprise Infosync installation:

Three nodes: PSFT_CR, PSFT_INFOSYNC and PSFT_PIM.

One transaction message: PIM_CONTACT_SYNC.

Two code sets for data translation: INFOSYNC TO PIM and PIM TO INFOSYNC.

Preparing to Set Up PeopleSoft Enterprise Infosync with the PeopleSoft

Integration Broker:

I have to perform the following tasks before using PeopleSoft Integration Broker:

1. Select PeopleTools Integration Broker Node Definitions to change the

default password used in the node (PSFT_PIM, PSFT_INFOSYNC, and

PSFT_CR). After I have made the password (value in the password field is

password) change on the Node Definitions page, click Save.

2. Modified the integrationGateway.properties file under:

c:\<ps_home>\webserv\peoplesoft\applications\peoplesoft\PSIGW\WEB-INF:

•Set up the integrationGateway.properties file with the default Application

server like this:

ig.isc.serverURL=//<yourappserver:jsl_port>

ig.isc.userid=<User ID>

ig.isc.password=Ez6NDsqOkxI= <Encrypted password>

ig.isc.toolsRel=8.45


3. If I change the Integration Broker user ID and password, I ensured they were

updated in the integrationGateway.properties file. For the password, enter it in the

encrypted form. PeopleSoft provides a utility that returns an encrypted version for

the password you provide.

4. Select PeopleTools Integration Broker Gateways to access the Gateways

page. Click Search for the local Gateways page and verify that the gateway URL

is updated with the web server name on which the Integration Broker resides.

Click the Load Gateway Connectors button to populate the connector information

and click Save.

Enabling Signon People Code

To Enable Signon PeopleCode for the PeopleSoft Enterprise

Infosync Client Integration:

1. Set the user ID sign on via the PeopleSoft Integration Broker to be the one who

invokes the Signon PeopleCode program.

2. Select PeopleToolsSecuritySecurity ObjectsSignon PeopleCode to

enable the Signon PeopleCode program on the Signon PeopleCode page and

update the page with these settings:

3. Select the Invoke as check box and enter the user ID and password that is used

to sign on via Integration Broker.

4. Add a new row for the PIM Signon PeopleCode program if it does not already

exist. Click the + sign to add a new row.

5. Select the Enabled check box for this row, and enter FUNCLIB_PIM as the

Record, PWDCNTL as the Field Name, FieldDefault as the Event Name, and

PIM_Authentication as the Function Name.

6. Save the page.

Creating Users for Accessing PeopleSoft Enterprise CRM from

the PeopleSoft Infosync Client 8.9

Create User IDs that are Referenced in the PIM System Data

Page:

1. Create the PIM Power User ID as follows: (This user must be able to start the

application server.)


• Select PeopleTools SecurityUser ProfilesUser Profiles and create

the user with the following settings:

• On the General page, select a Symbolic ID and Password. Also enter

ALLPAGES in the Navigator Homepage, Primary, Process Profile, and

Row Security fields.

• On the ID page, set ID Type to None.

• On the Roles page, add these roles: UPG_APPSRVR and

UPG_ALLPAGES.

• Click Save.

2. Create the Transient ID as follows:

• Select PeopleToolsSecurity User Profiles User Profiles and create

the user with the following settings:

• On the General page, select a Symbolic ID and Password.

• On the ID page, set ID Type to None.

• No need to specify any permission lists roles for this user.

• Click Save.

Note. No need to create the Integration Broker signon ID (the value specified in the

User ID Sign On via IB field).

Defining PIM System Data

To Define PIM System Data:

1. Select Setup CRM Install PIM PIM System Data to access the PIM

System Data page.

2. Define the following User IDs:

• User Id Sign On via IB: (The user ID sign on via the PeopleSoft Integration

Broker)

Enter the user ID that is specified in the integrationGateway.properties file under

C:\<ps_home>\webserv\peoplesoft\applications\peoplesoft\PSIGW\WEB-INF.

For example, enter VP1 if the value is specified in the file:

ig.isc.serverURL=//<server_name>:9000

ig.isc.userid=<User ID>


• PIM Power User Id: Enter a user ID that has the privilege to start the

application server. This user was created in the previous section.

• PIM Transient User Id: Enter a user ID that serves as a transient user. This

user was created in the previous section.

• PIM Transient User Password: Enter the password of the transient user.

Note:

None of these user IDs should be subject to synchronization. In other words, I

did not specify any sales or field service users who use PeopleSoft Infosync

Server for data synchronization, on the PIM System Data page.

The PIM Power User ID and PIM Transient User ID cannot be identical.

Similarly, the PIM Power User ID and the Integration Broker User ID

(specified in User Id Sign on via IB) must be different.

Defining PIM Preferences

A PIM Preference ID must be assigned to a user before they can synchronize their data.

To Set a User’s PIM Preference ID in PeopleSoft Enterprise CRM

1. Log in to the CRM 8.9 database using PIA.

2. Select Set Up CRM SecurityUser Preferences.

3. Search for the User ID and select the PIM Preference ID for the user.

4. Click Save.

5. Select Set Up CRM Install PIM PIM Preferences to access the PIM

Preferences page.

6. Search for the PIM Preference ID that the user is assigned.

7. On the Setup page, select the PIM Application Type for your mail application

(Exchange Server).

• If Exchange Server is selected, enter the Mail Domain Name (e.g. ABC)

8. Click Save.


Prepare for the PeopleSoft Enterprise Infosync Client Installation

I verified that the following tasks have been completed. They are prerequisites for setting

up the install workstation.

• The PeopleSoft Enterprise Infosync Client is supported on the Windows NT or 2000

platform.

• I had administrative access to install software on the workstation. The software

install would write files to directories and update registry settings.

Apart from that-

• Verified that the PeopleSoft Integration Broker gateway is running on our

PeopleSoft Enterprise CRM 8.9 database.

• Verified that during the setup of the PeopleSoft Integration Broker, the Gateway

URL points to the PeopleSoftListening Connector. (I.e. http

:/<webserver>/PSIGW/PeopleSoftListeningConnector).

• Verified that the IntegrationGateway.properties file had been updated.

Install the PeopleSoft Enterprise Infosync Client

This software need not be installed on a workstation that has PeopleTools

installed. However it will not hurt anything if it is installed on a workstation with

PeopleTools.

The CD installs a setup folder that contains an InfosyncClient directory. The

InfosyncClient directory will contain 2 files. I sent this file out to your end-users and for

installation on their workstations. However, each end-user must configure the software.


Install the PeopleSoft Enterprise Infosync client

Click on Setup.exe file

InstallShield Wizard dialog


2. Click Next.


3. Review and accept the license agreement and click Yes.


4. Choose the Destination Location and click Next.

Select Program Folder dialog


5. Select the Program Folder and click Next.

InstallShield Wizard Complete dialog


6. After the PeopleSoft Infosync Client 8.9 completes the install, click Finish.

7. Use any text editor to modify the configuration file named DCSSettings.cfg

under c:\program files\PeopleSoft\PeopleSoft Infosync and change the Server

URL, Port and URI to match the system setup for the Integration Broker and

default node.

For example,

Run the PeopleSoft Enterprise Infosync Client

The first task in configuring the PeopleSoft Enterprise Infosync solution is to

select which PIM applications our end-users are running.

To Set Up the PeopleSoft Enterprise Infosync Client:

1. From Task pane Select Start, Programs, PeopleSoft Inc, PeopleSoft

Infosync, PeopleSoft Infosync to start the PeopleSoft Enterprise Infosync Client.

2. PeopleSoft Enterprise Infosync Client window will have two button-Setup and

Sync.

Click the Setup Button to specify synchronization settings.

Server URL=172.16.186.86 Port=1212

URI=/PSIGW/HttpListeningConnector?From=PSFT_PIM&To=PSFT_CR&Mess

ageName=PIM_CONTACT_SYNC&MessageType=sync&Password=password


Enter the User Name (PIM User ID), Password and connection URL

Click OK.


3. Click on “Configure”. Highlight the Address Book and click Choose. Select the

Correct PIM software our end users will be running either Lotus 5.0/6.0 or

Outlook. Did the same for Calendar and To-Do.

PeopleSoft Infosync Configuration dialog


4. Highlight Address Book and select Configure, Advanced Settings.

• Select the Confirmation tabs then go to Options, Two check boxes are there.

Checked both of them as they are recommended.

• Select the Conflict Resolution tab.


Out of these options third one is most appropriate. If application finds any

confliction during the synchronization process, it will prompt one window for

notification. Thereafter based on the user discretion it will process the items.

• Select the filters tab. The three filters that are delivered are Exclude Private.

Include Category and Category/Private. Selected the appropriate filter (we can

create our own filter too).


5. Highlight Calendar and select Configure, Advanced Settings.

• Select the appropriate date range to synchronize.


6. Highlight To-Do and select Configure, Advanced Settings.

• Select the to-do tab. Select the appropriate radio button for the transferring to-do

items.

• Select the Confirmation tab. If our end user to confirm deletes, check the first box.

If our end users to confirm adds and changes, check this box.

• Select the Conflict Resolution tab. selected the appropriate radio button for the

conflict.

• Select the filters tab. The three filters that are delivered are Private, PeopleSoft and

PeopleSoft/Private.

7. Click Save.

Note:

A PIM Preference ID must be assigned to a user before they can synchronize

their data. A user’s PIM Preference ID is set in the CRM 8.9 databases. Log in

to the CRM 8.9 database using PIA and select Set up CRMSecurityUser

Preferences. Search for the User ID and select the PIM Preference ID for the

user. Click Save.

To Run the PeopleSoft Enterprise Infosync Client for Synchronization:

1. Select Start, Programs, PeopleSoft Inc, PeopleSoft Infosync, PeopleSoft Infosync

to start the PeopleSoft Enterprise Infosync Client.

2. Click the Sync button to synchronize your data. Synchronization process will start and

all the Tasks, Calendars and Contacts will reside in both the System PIM and PeopleSoft

as well.


Some Common problem and issues in the Infosync Client 8.9:

Solution:

1. Changing Regional setting of the user—

My PersonalizationRegional SettingPersonalize option Local Time Zone

to <your local time zone> and Use Local Time Zone to “Yes”

2. Applied patch PRJ608715.

3. Applied patch PRJ607839

Solution:

In Application Package PIM_XMLDOC.XMLMessage.PutMessage add two line of code.

Code is added below in green font color.

PIM_XMLDOC.XMLMessage.PutMessage method Process /+ Returns XmlDoc +/ /+ Extends/implements PIM_XMLDOC:XMLBase.Process +/ Local XmlNode &requestNode; If ( Not %This.Authenticate()) Then Return (%This.RootErrorMessage(%This._RESYNC_BLOCK, %This._BAD_SESSION, "")); End-If; &requestNode = %This.GetInRootNode().FindNode("COMMAND");

Problem1: Time Difference in the Calendar and Task item while synching calendar from

outlook to PIA

Problem 2: Any of the Objects (Task, Calendar, and Contact) is not deleting first time.


&m_numRecs = Value(&requestNode.FindNode("PUTREQ").GetAttributeValue("numRecsToWrite")); %This.m_objectType = &requestNode.GetAttributeValue("appDataType"); Local boolean &bRet; Local XmlNode &recordSet; Local number &j; Local XmlNode &itemHeader, &oneItem; Local number &uid; Local boolean &pass; Local string &requestedEvent; Local number &numSuccess = 0; Local array of number &dataList; Local boolean &bFlag; &recordSet = &requestNode.FindNode("RECORDSET").GetChildNode(1); /* find the node such as CONTACTS, APPOINTMENTS, TASKS */ %This.m_object = %This.InstantiateObject(%This.m_objectType); %This.DetailResponse(%This.m_object); For &j = 1 To &recordSet.ChildNodeCount %This.m_object = %This.InstantiateObject(%This.m_objectType); &oneItem = &recordSet.GetChildNode(&j); &itemHeader = &oneItem.FindNode("ITEMHDR"); /* ITEMHDR */ &requestedEvent = &itemHeader.GetAttributeValue("requestedEvent"); &uid = Value(&itemHeader.GetAttributeValue("uid")); Local XmlNode &itemNode; Local XmlNode &itemHdr; &itemNode = %This.m_sectionNode.AddElement(%This.m_object.GetObjectIdentifier()); &itemHdr = &itemNode.AddElement("ITEMHDR"); try Evaluate &requestedEvent When = "New" If (&recordSet.ChildNodeCount > 1) Then throw CreateException(18103, 48, "MESSAGE NOT FOUND: Multiple new records in one message is not supported."); End-If; %This.m_object.CheckUnsupportedFields(&oneItem); &uid = %This.m_object.Store(&oneItem, &bFlag); If (&uid = 0) Then &pass = False; Else /**** Begin Resolution # 581503 ****/ <* If &bFlag = True Then %This.AddToHistory(&uid, %This.m_outAnchor_datetime, "N", 0); Else %This.AddToHistory(&uid, %This.m_outAnchor_datetime, "X", 0); End-If; /**** Begin Resolution #609779 ****/


*>

/**** End Resolution #609779 ****/ %This.AddToHistory(&uid, %This.m_outAnchor_datetime, "N", 0, "M"); /**** End Resolution # 581503 ****/ End-If; Break; When = "Modify" If (&oneItem.AttributesCount > 0) Then &pass = %This.m_object.Modify(&uid, &oneItem); If (&pass = True) Then %This.m_object.ProcessSpecificInfo(&uid, &oneItem); End-If; Else /* protect against no changes */ &pass = True; End-If; Break; When = "HardDelete" throw CreateException(18103, 49, "MESSAGE NOT FOUND: %1 of PUT Request is not supported.", "HardDelete"); rem Return (%This.RootErrorMessage(%This._RESYNC_ALL, %This._NOT_SUPPORT, "")); /* don't support hard delete */ Break; When = "Delete" &pass = %This.m_object.Delete(&uid); Break; When-Other throw CreateException(18103, 50, "MESSAGE NOT FOUND: %1 of PUT Request is not a known event.", &requestedEvent); rem Return (%This.RootErrorMessage(%This._RESYNC_ALL, %This._UNKNOWN_PUT, "")); Break; End-Evaluate; If (&pass) Then /* 649453 Begin 12/19/05 */ %This.m_object.SendBackSpecificInfo(&itemNode); /* 649453 End 12/19/05 */ &itemHdr.AddAttribute("uid", String(&uid)); &itemHdr.AddAttribute("lastEvent", &requestedEvent); &itemHdr.AddAttribute("putRequestIndex", String(&j - 1)); &itemHdr.AddAttribute("syncanchor", %This.m_outAnchor); &numSuccess = &numSuccess + 1; If (%This.m_object.Message <> "") Then /* add warning message */ Local string &totalMessage = %This.m_object.Message | %This.m_object.ConstructKeyMessage(&uid, &oneItem);

%This.m_object.ProcessSpecificInfo(&uid, &oneItem);

&pass = True;


%This.LogError(%This.m_object.GetObjectIdentifier(), &totalMessage); %This.m_object.MarkDirty(&uid); &itemHdr.AddAttribute("putRequestIndex", String(&j - 1)); Local XmlNode &result; &result = &itemHdr.AddElement("RESULT"); &result.AddAttribute("resultID", String(%This._WARNING)); &result.AddAttribute("resultSystemMessage", "Warning"); &result.AddAttribute("resultUserMessage", &totalMessage); End-If; Else %This.ItemErrorMessage(&j - 1, &itemHdr, %This._RESYNC_ITEM, 0, %This.m_object.Message | %This.m_object.ConstructKeyMessage(&uid, &oneItem)); If (&uid > 0) Then %This.m_object.MarkDirty(&uid); End-If; End-If; catch Exception &ex %This.ItemErrorMessage(&j - 1, &itemHdr, %This._RESYNC_ITEM, 0, (create PIM_XMLDOC:Utilities:ExceptionHandler(&ex)).ToString(1) | Char(10) | %This.m_object.ConstructKeyMessage(&uid, &oneItem)); end-try; End-For; &dataList = CreateArray(&m_numRecs, &numSuccess); %This.UpdateResponse(&dataList); %This.AddHeaderMessage(""); Return (%This.m_outDoc); end-method;

Note: The above code is part of the “put message” class. Here we added one line

of code that is in bold face.

Solution:

Change Address book configuration as per given screen shot so that contact info reside in

proper field. Make sure the same sequence is on Address subpage.

Problem 3: In Address Book Configuration, Contact info configuration is not in order

sometimes.


Setup CRMCommon DefinitionCustomerAddress Book Configuration.


Summary

What does Infosync Client do?

How to Setup Integration broker?

How to configure PIM?

How to install Infosync Client?

How to Configure Infosync Application?

How to rectify some basic errors?

Reference

Introduction and functional knowledge of Infosync Application is referenced from People

Book 8.9. All the screen shots and configuration part belong to my own technical repository and

not subjected to any technical document or user guide.

PeopleSoft Infosync Client 8.9 Implementation …hosteddocs.ittoolbox.com/JS040108.pdfIntegration...

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