BEA 8.1 Peoplesoft CRM connector...

Does BEA 8.1 have Peoplesoft 8 CRM connector? If yes, where can I download it from?

Hi,
To keep all my peoplesoft servers on a virtual environnement i will use Oracle Database 11.1.0.6 for x86_64 (64 bit) with Oracle Enterprise Linux 5.2 template and install on it the peoplesoft CRM. it's a good idea ? Yes, why not.
But you could also want to minimize the number of virtual machines running in your env by adding the CRM database into the existing Peoplesoft OVM database server, check if there is enough space to host this CRM db in addition of the running HR db, if not you could increase the space or add a new disk.
and which files from http://edelivery.oracle.com i should use to install peoplesoft CRM database ?
You'll only need to download PeopleSoft Enterprise Customer Relationship Management 9.1 application, part number V17881-01 from "PeopleSoft Enterprise - Customer Relationship Management 9.1 Media Pack".
sorry for those question i'm still beginner in peoplesoft.No problem, Peoplesoft is not so easy software anyway.
HTH,
Nicolas.

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Outlook integration with peoplesoft CRM 9.1 (PT 8.52)

hi,
we are doing outlook integration proj.While we try to integrate peoplesoft CRM 9.1(PT8.52) with a 3rd party system(BDSS-business data synchronising server) through integration broker, in this process we provide web services.Now we are able to conect with exchange but not with peoplesoft.Is there any thing to b configured in IB so it connects with peoplesoft??

Hi Hakan,
we are trying to synchronize the contact and calendar between outlook 2007 and Peoplesoft CRM9.1(pt8.52) using fusion middleware (BDSS-Business data synchronization server).we are trying to connect with exchange server through webservice(https://192.192.192.1/autodiscover/autodiscover.xml) and we are able to connect with exchange server.now we are trying to connect with peoplesoft through webservice(integration broker)
http://machineName:Port/PSIGW/PeopleSoftServiceListeningConnector/CalendarWebServices.1.wsdl http://machineName:Port/PSIGW/PeopleSoftServiceListeningConnector/ContactServices.1.wsdl
but while trying to connect we got an exception BDSS-20035: Cannot find a PIM connector endpoint for the current user and Connector Peoplesoft
same thing we have succesfully done on CRM9.1(pt8.50).now we are implementing the same in CRM9.1 (PT8.52) is ther anything additionally have to do in integration boker for this higher version.
pls help us we are struck with ths almost 2 weeks

Agent going to not ready after call hangup, Siebel CRM Connector, reason code 50002

Hi Everyone,
We have Contact Center Enterprise UCCE 8.5.2 with CTOS integrated Siebel CRM 8.1.1 using
Cisco Unified CRM connector
On daily basis we are receiving about 100 incidents that Agents goes to not ready after
talking to customer. and the reporting gives the reason code 50002.
As per Cisco its because of CTI server Failure/Agent desktop closed/network Problem. But
In real there is no network issue, Agent not closing the Agent desktop. Also if this is
the case agent should be logged out but in pratical its stays logged in but moved to
not-ready state(Reason 50002)
It could be miss communication between UCCE and Siebal CRM connector.
One more thing its not happening with one customer only it happening in many deployment on
Version 8. Especially the one integrated with Siebel.
If anyone face the same issue please share the experience and the solution if found any!
Regards,
Atif Tanveer

Atif,
If memory serves me right, CTI events are controlled and communicated by Siebel connector. So when your users close Siebel or any other CTI controlling connector this will be same as closing CTIOS or CAD without proper logoff. This will keep the phone out of synch and keep the user automatically into not ready to prevent any callers going to this device.
Simple answer you have to train users and make sure they close Close applications properly.
Thanks,
Baseer.

Sending Emails in PeopleSoft CRM

Hi All,
I am using below Method for Sending Emails in PeopleSoft CRM.
Now i need to add some dynamic info like instead of Dear user in Mail Text,i need to
write Dear UserName. Concatenation is an option but for that purpose i have to loop for each user.
Is there any other Method ?
&MAIL_FLAGS = 0;
&MAIL_TO = " User1@email , User2@remail , User3@email";
&MAIL_CC = "";
&MAIL_BCC = "";
&MAIL_SUBJECT = "Thanks for your Interest";
&MAIL_TEXT = "Dear User, Thanks .....
&MAIL_FILES = "";
&MAIL_TITLES = "";
&MAIL_SENDER = " myEmail@email";
&RET = SendMail(&MAIL_FLAGS, &MAIL_TO, &MAIL_CC, &MAIL_BCC, &MAIL_SUBJECT, &MAIL_TEXT, &MAIL_FILES, &MAIL_TITLES, &MAIL_SENDER);
Thanks in Advance

So you're sending one email to three users? Wouldn't it be handier to loop for every email? That way you get a separate mail per user. If you're sending an email to 3 users as in the example then I would just retrieve the name for each user from the DB using a simple SQLExec.

Is there any documentation on Peoplesoft CRM 9 HelpDesk SLA's?

Hi,
Is there any documentation available on Peoplesoft CRM 9.0 HelpDesk about Service Level Agreements for internal employees?
We are looking into implementing Service Level Agreements on the Help Desk module for internal clients (employees). I am looking for any sort of documentation which would help me understand the current out of the box functionality of Service Level Agreements relating to how t functions for internal clients. Any assistance would be appreciated
Thanks
Elana

Please verify the below online PeopleBook help for CRM9.
http://download.oracle.com/docs/cd/E12341_01/crm9pbr0_run2/eng/psbooks/index.htm
Thank you!
Best Regards
Soundappan

Need to know the steps to setup 'Configurable Search' in PeopleSoft CRM 8.8

Hi,
Could you please let me know the steps to setup 'Configurable Search' in PeopleSoft CRM 8.8(PeopleTools 8.48)?
Thanks

PeopleBooks > PeopleSoft Enterprise CRM Automation and Configuration Tools PeopleBook > Configuring Search Pages
Nicolas.

Testing of Broadcast email functionality in Peoplesoft CRM Online Marketing

Hi,
I am trying to create a marketing dialog in Peoplesoft CRM.It has a date time trigger event which is in turn associated with a broadcast mail. I tried running it for a test audience by clicking "Test" button. However, the email is not getting generated and it does not show any error on the page.The status of the dialog gets changed from "Design" to "In Test" also. Is there anyway to find out the reason why the email is not getting sent?I checked in the email job report and the trigger shows a status of "Queing". Also, I read somewhere about mailcasters. Is setting it up mandatory for broadcast emails?The dialog execution server has already been setup and is running successfully.

i guess you are trying to use ERMS(email reponse management system in CRM) either support desk or help desk.
u need to configure a whole setup in order to make this functionality work.
please make clear whether this is the one you are trying to achieve.
ERMS functionality in short: it has all mail box servers in place. once the mail comes from a user to a mail box, based on content and information the email is routed back to respective mailing list. the person picks the mail and replies back to the mail box which routes back to the user requested.
it uses process schedulers,IB gateways, nodes,SMTP servers to do the job.
Thnks!

Is there a way in PeopleSoft CRM 9.1 to send customers a customer satisfaction survey after their HR Helpdesk case has been resolved (other than Workforce Communications)?

Is there a way in PeopleSoft CRM 9.1 to send customers a customer satisfaction survey after their HR Helpdesk case has been resolved(other than Workforce Communications)?

Hello,
Could you please let me know if there is any way in PeopleSoft CRM 9.1 to send customers a customer satisfaction survey after their HR helpdesk case has been resolved(we do not have the 'Marketing' and 'Workforce Communications' menu options) ?

Oracle PeopleSoft CRM pre-built VM Template

Hey!
Am looking for a pre-built VM Template of Oracle PeopleSoft CRM.. In the instructions it says:
Visit http://edelivery.oracle.com/oraclevm
Complete your registration information (Name, Company Name, Email Address and Country) and click on the download agreement
Select "Oracle VM Templates" from the "Select a Product Pack" pull-down menu
Select "x86 64 bit" from the "Platform" pull-down menu
Click "Go" and then select from the list of Oracle VM Templates
Download and unzip the files and read the readme
But I can't find PeopleSoft listed in after hitting the "Go" button!
Is there any other way to download it?
Thank you in advance.

It seems Oracle needs to revisit their pages more often, the link you pointed is really out of date. The PSoft OVM CRM91 PTools 8.50 you read from the page you linked is dated from August-2010 when I see my software repository...
The Peoplesoft OVM Templates have been globally decomissioned three years ago I think, you have no luck to find out one of them unless you have already downloaded them.
Nowadays, Peoplesoft is working with the so-called Peoplesoft Images, virtual machine for VirtualBox. Unfortunately, only available for those who have a valid Customer Support Identifier (paid support) and access to My Oracle Support.
The Peoplesoft images are rebuilt on regular basis, perhaps every quarter - depending of the application, with the highest maintenance level (application and tools).
Nicolas.

PeopleSoft ER Connector 9.1 unable to recon from Flat File

I am trying to recon from FlatFile from a specified path, I have given all the Mandatory fields EmplId, LastName, Firstname, EmployeeType, Status in the flatfile and I have only one record in it(just for testing purpose). But still when I run the scheduled task, I cannot see events in reconciliation manager. When I click on "Create User" action inreconciliation manager . I get the following error
No Value provided for Mandatory Fields
Insert failed
Cannot save: Bad SQL operation error, raw value - 559038737

Duplicate Post:
PeopleSoft ER Connector 9.1 unable to recon from Flat File

IPCC Enterprise and PeopleSoft CRM

Could somebody give me a hint how I can intergrate them - what I have to install and confugure in order both applications to talk each other.
We would like on incoming calls on agent desktops to show information about client and this information have to be retrieved from PeopleSoft CRM.
Do you have some check list or document how we could make integration between IPCC Enterprise and PeopleSoft CRM

Hi Svetlin,
If you are interested in a buy vs build approach check out;
http://www.netelligent.com/products/interact/default.aspx
Good Luck

PeopleSoft CRM 8.8 migration from DB2 UDB v8.1x to Oracle 9i Rac

Hello,
What is the best way to migrate a PeopleSoft CRM 8.8 application (PeopleTools 8.44) from DB2 UDB v8.1x to Oracle 9i Rac? From what I can tell I have either two options; 3rd party software or data mover. Is there a Workbench tool to do this job or is data mover my best bet.... Just an FYI...The database size is around 100GB...
Thanks

I would suggest that you get in contact with your Oracle account team with this request. We have groups inside Oracle with have experience migrating databases underneath PeopleSoft applications. They would be able to provide you with the best advice and assistance if required.
Donal

Unified crm connector for salesforce

I have the crm connector for salesforce installed. It works however it works intermittently. Sometimes in order to get click to dial to work I would have to click on the phone number 2 times. Other times it works fine with just a single click. How do I get it to work consistently with only one click?

You need to be a Cisco partner to download software from Cisco. Even if somebody posts a link it will do you little good without a cco account (that part is no problem) that has the rights to download software (that only partners get).
And if you plug in your search term into the earch field at the upper left of the cisco.com site (you'll see it even on this page) you'll get a bunch of links to connectors for various CRM programs that Cisco offers. This seems to the the main page for the product section: http://www.cisco.com/en/US/products/ps9117/index.html - in it you'll find access to all kinds of guides and a link for the software (but as I said, it requires the appropriate permissions to access them).

Microsoft Dynamics 4.0 CRM Connector

Hi All,
Right now I'm trying to instal Microsoft Dynamics 4.0 CRM Connector. microsoft Dynamics 4.0 is running on Windows Server 2008.
when installing the CRM Connector, it's fail.
Does anyone face this problem too ?
Is there new CRM Connector for Microsoft Dynamics 4.0 ?
Br,
Heri

Hi Wish,
i´m the responsible for SAP CRM 7.0 in our company. Every year i´m visiting in germany the CRM EXPO where CRM manufactures present there systems and new features. My very personal point of view is that there are better CRM systems on the market as SAP CRM 7.0 - but not MS Dynamics.
If you have ABAP know how already in your company i recommend to choose SAP CRM - the enhancement possiblities without modification are huge in SAP CRM 7.0.
Please keep in mind that this is only my point of view from my experience.
If you post this question maybe in a Microsoft forum you will get other answers
Kind regards
Manfred

Peoplesoft crm 9.1 Installation Guide

I want to install DEMO Copy if CRM 9.1 on PT 8.51.15 on SQL SERVER 2005 on Win 2003 32 bit.
I want to know which executable should be copied from edeleivery. I can see various link .
I also need list of MP , Bundle required with DEMO Installation.
I am looking for peoplesoft crm 9.1 Installation Guide.

Hi,
Please download the installation guide from the below URL.
http://docs.oracle.com/cd/E18373_01/psft/html/docset.html
PT 8.51 server installation is support only with 64 bit operating system.
For CRM9.1 installation guide is available in edelivery itself.
Thank You!
Regards
Soundappan

BEA 8.1 Peoplesoft CRM connector...

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