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Tutorial on How to Setup Ohioedge CRM Is This Tutorial For Me? Table of Content What’s Next? References Home.

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Presentation on theme: "Tutorial on How to Setup Ohioedge CRM Is This Tutorial For Me? Table of Content What’s Next? References Home."— Presentation transcript:

1 Tutorial on How to Setup Ohioedge CRM Is This Tutorial For Me? Table of Content What’s Next? References Home

2 Executive Summary Who is the intended audience for this tutorial? What knowledge and skills should I expect to acquire by the end of this tutorial? What is the pre-requisite for taking this tutorial? How long does it take to complete this tutorial? HomeHome -> Executive SummaryExecutive Summary

3 Who is the intended audience for this tutorial? This tutorial is designed for Ohioedge CRM administrators that are responsible for the hands-on implementation of Organizational Hierarchy, Workflow, and Security models for their organizations. Ohioedge CRM is an enterprise-class application. It is designed to encompass and bring together a large number of processes and people. Higher the number, more involved is the design phase. This requires that the setup and configuration activity be well thought out and planned in advance. This guide documents the ‘process’ of building Ohioedge CRM hierarchy and process models. In this guide we have explained the creation of organizational hierarchy/chart and process models in a tutorial-like format. An Ohioedge CRM administrator should find this guide a good source of information on building organizational models. HomeHome -> Executive SummaryExecutive Summary

4 What knowledge and skills should I expect to acquire by the end of this tutorial? –How to create/build organizational (vertical) hierarchy model. For example, organization has two regions, each region has four business units, etc. –How to create/build business process (horizontal) model (also referred as workflow model). For example, first process is “Make a cold call” followed by “Send company literature”, etc. –How to create/build security model. For example, grant “User1”, a “Worker” privilege on “Make a cold call” process. This also includes maintaining security objects such as, user, role, privilege, grants, etc. –How to create HTML/PDF reports, Charts, Letter Templates, Templates, and Template Scripts. HomeHome -> Executive SummaryExecutive Summary

5 What is the pre-requisite for taking this tutorial? –You will need to have your organizational hierarchy, workflow and security models drawn on paper. –For creating Template scripts, you will need to know JSP. –For creating Letter Templates and Templates you will need to know HTML. –For creating query-based HTML/PDF reports, Charts, and Campaign you will need to know SQL. –For PDF reports and Charts, you will need to know open-source JapserReports and JFreeChart. HomeHome -> Executive SummaryExecutive Summary

6 How long does it take to complete this tutorial? –Depending on your level of expertise with the Organizational, Workflow, and Security modeling, and understanding of your business requirements this tutorial could take anywhere from two (2) to ten (10) days. –The material covered in this tutorial is also at the core of our five (5) day on-site course - Ohioedge CRM Administrator’s Training. HomeHome -> Executive SummaryExecutive Summary

7 End of Executive Summary Chapter

8 Table of Content OhioedgeCRM Interactive Environment –What is a component?What is a component? –Learning GUILearning GUI –Accessing a componentAccessing a component –Working with a componentWorking with a component Search/Select function Update function Create function Delete function –Working with a ListWorking with a List Overview –RoadmapRoadmap HomeHome -> ContentContent

9 Table of Content (contd.) Creating an Organization –Creating a Shared OrganizationCreating a Shared Organization Connect to a database Create records Component level security How to create entitlements? How to setup shared organization? –List of organization-independent componentsList of organization-independent components –Creating a New (Functional) OrganizationCreating a New (Functional) Organization OrgAdmin user of the new organization OrgAdmin user privileges Inheritance of privileges diagram Login HomeHome -> ContentContent

10 Table of Content (contd.) Component Security –Basic SecurityBasic Security –Primary users of OhioedgeCRMPrimary users of OhioedgeCRM –How are privileges granted to the primary users of OhioedgeCRMHow are privileges granted to the primary users of OhioedgeCRM Group component Role component Privilege component RolePrivilege component ComponentStatusType component Component component ComponentStatus component ComponentStatusTypePrivilege component –How is a Mechanism granted component management privileges diagramHow is a Mechanism granted component management privileges diagram –Use Case IUse Case I Defining Use Case scenario in OhioedgeCRM HomeHome -> ContentContent

11 Table of Content (contd.) Planning –Model OverviewModel Overview What are these models? Organizational Hierarchy Model –Nomenclature used in the Organizational hierarchy modelNomenclature used in the Organizational hierarchy model Organizational Process Model I –ExplanationExplanation Organizational Process Model II –ExplanationExplanation License Setup Prologue Configuring the Foundation Module –OrgAdmin and ApplAdmin user privileges on the Foundation Module componentsOrgAdmin and ApplAdmin user privileges on the Foundation Module components HomeHome -> ContentContent

12 Table of Content (contd.) –Foundation Module componentsFoundation Module components Organization component NamePrefix component NameSuffix component NameTitle component Employee component State component Configuring the Customer Module –OrgAdmin and ApplAdmin user privileges on the Customer Module componentsOrgAdmin and ApplAdmin user privileges on the Customer Module components –Customer Module componentsCustomer Module components Customer component CustomerPerson component BuyerRole component RequirementStatus component HomeHome -> ContentContent

13 Table of Content (contd.) Configuring the Publisher Module –OrgAdmin and ApplAdmin user privileges on the Publisher Module componentsOrgAdmin and ApplAdmin user privileges on the Publisher Module components –Publisher Module componentsPublisher Module components Script component –How to upload your JSP script file?How to upload your JSP script file? LetterTemplate component –How to upload your HTML letter template file?How to upload your HTML letter template file? –Example LetterTemplateExample LetterTemplate Template component –How to upload your TXT template file?How to upload your TXT template file? –Example TemplateExample Template Configuring the Workflow Module –User/Mechanism sub-moduleUser/Mechanism sub-module OrgAdmin and ApplAdmin user privileges on the User/Mechanism sub- module componentsOrgAdmin and ApplAdmin user privileges on the User/Mechanism sub- module components HomeHome -> ContentContent

14 Table of Content (contd.) User/Mechanism sub-module components –MechanismType componentMechanismType component –Mechanism componentMechanism component –Workflow SecurityWorkflow Security How is workflow security defined? Workflow Security Diagram –Security sub-moduleSecurity sub-module OrgAdmin and ApplAdmin user privileges on the Security sub-module componentsOrgAdmin and ApplAdmin user privileges on the Security sub-module components Security sub-module components –Privilege componentPrivilege component –Role componentRole component –RolePrivilege componentRolePrivilege component –Workflow Statuses sub-moduleWorkflow Statuses sub-module OrgAdmin and ApplAdmin user privileges on the Workflow Statuses sub- module componentsOrgAdmin and ApplAdmin user privileges on the Workflow Statuses sub- module components HomeHome -> ContentContent

15 Table of Content (contd.) Workflow Statuses sub-module components –ActivityStatusType componentActivityStatusType component –AssignmentStatusType componentAssignmentStatusType component –ActivityScheduleStatusType componentActivityScheduleStatusType component –Workflow-Security Integration sub-moduleWorkflow-Security Integration sub-module Workflow-Security Integration sub-module components –ActivityStatusTypePrivilege componentActivityStatusTypePrivilege component –AssignmentStatusTypePrivilege componentAssignmentStatusTypePrivilege component –ActivityScheduleStatusTypePrivielge componentActivityScheduleStatusTypePrivielge component –Custom fields sub-moduleCustom fields sub-module OrgAdmin and ApplAdmin user privileges on the Custom fields sub-module componentsOrgAdmin and ApplAdmin user privileges on the Custom fields sub-module components Custom fields sub-module components –DataType componentDataType component –DataConstraint componentDataConstraint component HomeHome -> ContentContent

16 Table of Content (contd.) –Workflow Definition sub-moduleWorkflow Definition sub-module OrgAdmin and ApplAdmin user privileges on the Workflow Definition sub- module componentsOrgAdmin and ApplAdmin user privileges on the Workflow Definition sub- module components Workflow Definition sub-module components –JunctionType componentJunctionType component –ActivityType componentActivityType component »Organizational Chart/Hierarchy ModelOrganizational Chart/Hierarchy Model »Organizational Process ModelOrganizational Process Model »isUOB field propertiesisUOB field properties »List of ActivityTypes based on the 2 modelsList of ActivityTypes based on the 2 models »How to create ActivityType?How to create ActivityType? »ActivityType for Organizational Chart/Hierarchy ModelActivityType for Organizational Chart/Hierarchy Model »ActivityType for Organizational Process ModelActivityType for Organizational Process Model –Junction componentJunction component –InputType componentInputType component –InputFactoryType componentInputFactoryType component HomeHome -> ContentContent

17 Table of Content (contd.) –InputFactory componentInputFactory component »How to upload your SQL file?How to upload your SQL file? –ActivityTypeHierarchy componentActivityTypeHierarchy component »Important NoteImportant Note »ActivityTypeHierarchy Maintain pageActivityTypeHierarchy Maintain page »Creating a root level ActivityTypeHierarchyCreating a root level ActivityTypeHierarchy »Creating a next level ActivityTypeHierarchyCreating a next level ActivityTypeHierarchy »How to reset ActivityTypeHierarchy model?How to reset ActivityTypeHierarchy model? »Login again after resetting ActivityTypeHierarchy modelLogin again after resetting ActivityTypeHierarchy model »How to view the ActivityTypeHierarchy model?How to view the ActivityTypeHierarchy model? –ActivityTypeHierarchyMechanism componentActivityTypeHierarchyMechanism component –ActivityTypeHierarchyInputFactory componentActivityTypeHierarchyInputFactory component Publisher-Workflow Integration Module OrgAdmin and ApplAdmin user privileges on the Publisher-Workflow Integration module componentsOrgAdmin and ApplAdmin user privileges on the Publisher-Workflow Integration module components HomeHome -> ContentContent

18 Table of Content (contd.) Publisher-Workflow Integration module components –DocumentType componentDocumentType component –MimeType componentMimeType component –InstructionType componentInstructionType component –Document componentDocument component –Instruction componentInstruction component –ActivityTypeInstruction componentActivityTypeInstruction component Customer-Workflow Integration Module –Campaign componentCampaign component How to create a campaign? Robot: Campaign Services –How to start a campaign?How to start a campaign? –How to view the results of starting a campaign?How to view the results of starting a campaign? HomeHome -> ContentContent

19 Table of Content (contd.) Robot: Workflow services –How to start the workflow services?How to start the workflow services? Activity Component –OrgAdmin and ApplAdmin user privileges on the Activity componentOrgAdmin and ApplAdmin user privileges on the Activity component –Activity Maintain pageActivity Maintain page –Creating an ActivityCreating an Activity –Accessing an ActivityAccessing an Activity Activity accessed via an html report Activity accessed by drilling down on the history of a customer What happens when a Mechanism tries to access an Activity that is not assigned to that Mechanism?What happens when a Mechanism tries to access an Activity that is not assigned to that Mechanism? Comparison Chart Steps for configuring a new functional organization HomeHome -> ContentContent

20 Overview –Every Ohioedge CRM installation requires one mandatory Organization - SetupOrg. The setup organization consists of organization-independent data such as Name Prefix, Name Suffix, etc. –Ohioedge CRM database included with the download consists of SetupOrg and a sample organization - DemoOrg configured for reference purposes. –If you are starting with this pre-configured Ohioedge CRM database, you don’t have to configure the Setup organization. You can directly start implementing your organization by referencing the Demo organization. HomeHome -> Content -> OverviewContentOverview

21 Roadmap Before you start configuring an organization, you need to create an organization and an administrator user that belongs to an OrgAdmin user group. –Ohioedge CRM ASP Service subscribers please skip to OrgAdmin Privileges.OrgAdmin Privileges. –If you are building on the top of pre-configured database, you already have SetupOrg configured so please skip to Creating a New Organization.Creating a New Organization –If you are implementing Ohioedge CRM from scratch (empty database), begin with Creating Setup Organization.Creating Setup Organization HomeHome -> Content -> OverviewContentOverview

22 Roadmap ASP Service Subscribers Create a Setup Organization Configure a Setup Organization Create a Functional Organization Configure a Functional Organization Pre-configured Database Create a Setup Organization Configure a Setup Organization Create a Functional Organization Configure a Functional Organization Starting from Scratch (Empty Database) Create a Setup Organization Configure a Setup Organization Create a Functional Organization Configure a Functional Organization


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