1. 1 Synchronizing Outlook and Oracle TCA for Sales Applications February 22, 2008 3:00 PM – 3:40 PM Presented By Abhinav Raina araina@astcorporation.com

2. 2 Agenda Synchronization Overview Synchronization Process SyncML Server Contacts Synchronization Questions and Answers

3. 3 Synchronization Overview Synchronization

4. 4 Synchronization Process Tasks, Business Contacts and Appointments. Created and Maintained through Outlook. Sync Outlook Connector Task, Business Contacts and Appointments. Created and Maintained through Oracle Applications. Oracle Business Logic Sync Engine Tasks, Business Contacts and Appointments. Created and Maintained through PDA. Sync Outlook Connector Stored in Database (TCA and CAC data schema) Synchronization

5. 5 Terminologies  SyncML  Slow Sync  Fast Sync  CAC Applications  Appointment  Task  Contact  Trading Community Architecture (TCA) business contacts available to the logged-in user based on Oracle Sales Online security.  Microsoft Outlook Outlook 2000, 2002 (XP), 2003 runnning on Windows 2000 or XP is referred as “Outlook”.  Microsoft Pocket Outlook Pocket Outlook on Windows Mobile 2003 is referred as “Pocket Outlook”. Synchronization

6. 6 What is a SyncML Server SyncML

7. 7 How does it work? SyncML

8. 8 Contact Synchronization Process Contacts Synchronization Sync Request Count of New, Updated and Deleted Records New, Updated and Deleted Business Contacts identified in TCA and the total count are passed to sync Data is passed from eBusiness Suite to Sync application Check user security privilege Validate Data Business Contacts are Sync-ed to “ Outlook ”

9. 9 Adding Contacts Contacts Synchronization  Check if the user is allowed to create a Contact  Java API’s will request through a flag to the PL/SQL API indicating whether the user is allowed to create a contact in TCA.  Check if mandatory information is provided  First Name/Last Name is mandatory  Contact must have some detailed info specified  An Address must be specified if the Profile Values are Set  If Address is specified Country must also be entered  Check if new data would violate any reference/lookup data  Validating Country  Validating City, State and Zip  Validating Phone Country Code and Phone Area Code

10. 10 Adding Contacts Contacts Synchronization  Insert new records into TCA Tables.  RESOURCE_ID: Resource Id of the User Id  Insert ‘Company Name’ in HZ_PARTIES (for Organization)  Insert following columns in HZ_PARTIES for Person and HZ_ORG_CONTACTS and HZ_RELATIONSHIPS for the Contacts  First Name  Middle Name  Last Name  Insert ‘JobTitle’ in HZ_ORG_CONTACTS  Insert following columns in HZ_LOCATIONS for both Business and Home  Street  Street 2  Insert Following Contact Numbers in HZ_CONTACT_POINTS  Fax Phone Number  Pager Phone Number  Work Phone Number  Street 3  State  Zip  Country  Mobile Number  Email  Uses DQM Match Rules during Insertion, Updation and Deletion

11. 11 Sync – TCA Table Mapping for Contacts Contacts Synchronization DTD FIELD NAMETCA COLUMNS TITLENOT APPLICABLE FIRST NAMEHZ_PARTIES.PERSON_FIRST_NAME MIDDLE NAMEHZ_PARTIES.PERSON_MIDDLE_NAME LAST NAMEHZ_PARTIES.PERSON_LAST_NAME JOB TITLEHZ_ORG_CONTACTS.JOB_TITLE COMPANY NAMEHZ_PARTIES.PARTY_NAME HOME STREET 2-4HZ_LOCATIONS.ADDRESS1 TO ADDRESS4 HOME CITYHZ_LOCATIONS.CITY HOME STATEHZ_LOCATIONS.STATE HOME ZIPHZ_LOCATIONS.POSTAL_CODE HOME COUNTRYHZ_LOCATIONS.COUNTRY BUSINESS PHONEHZ_CONTACT_POINT.PHONE_COUNTRY_CODE HZ_CONTACT_POINT.PHONE_AREA_CODE HZ_CONTACT_POINT.PHONE_NUMBER HZ_CONTACT_POINT.PHONE_EXTENSION MOBILE PHONEHZ_CONTACT_POINT.PHONE_COUNTRY_CODE HZ_CONTACT_POINT.PHONE_AREA_CODE HZ_CONTACT_POINT.PHONE_NUMBER HZ_CONTACT_POINT.PHONE_EXTENSION PAGERHZ_CONTACT_POINT.PHONE_COUNTRY_CODE HZ_CONTACT_POINT.PHONE_AREA_CODE HZ_CONTACT_POINT.PHONE_NUMBER HZ_CONTACT_POINT.PHONE_EXTENSION

12. 12 Sync – TCA Table Mapping for Contacts Contacts Synchronization FAXHZ_CONTACT_POINT.PHONE_COUNTRY_CODE HZ_CONTACT_POINT.PHONE_AREA_CODE HZ_CONTACT_POINT.PHONE_NUMBER HZ_CONTACT_POINT.PHONE_EXTENSION EMAILHZ_CONTACT_POINT.PHONE_COUNTRY_CODE HZ_CONTACT_POINT.PHONE_AREA_CODE HZ_CONTACT_POINT.PHONE_NUMBER HZ_CONTACT_POINT.PHONE_EXTENSION CATEGORYJTA_SYNC_CONTACT_MAPPING.CATEGORY BUSINESSSTREET 2- 4 HZ_LOCATIONS.ADDRESS1 TO ADDRESS4 BUSINESSCITYHZ_LOCATIONS.CITY BUSINESSSTATEHZ_LOCATIONS.STATE BUSINESSZIPHZ_LOCATIONS.POSTAL_CODE BUSINESSCOUNTRYHZ_LOCATIONS.COUNTRY DEPARTMENTN/A EMAIL2N/A PREFIXN/A BIRTH DATEN/A PRIORITYN/A BUSINESS WEBN/A CUSTOM FIELD1N/A

13. 13 Updating Contacts Contacts Synchronization  Check if user is allowed to update the Contact  Retrieve data from eBusiness Suite for the same Address Id  Check if changed data would violate any reference/lookup data  Check if any new blank field would break an update  Transform data to fit into TCA Tables  Update JTA_SYNC_CONTACT_MAPPING as appropriate

14. 14 Deleting Contacts Contacts Synchronization  Retrieve data from mapping table for the Sync Contact Id  Check to see if User has access to delete the Contact  Inactivate the Contact in E-Business Suite  Delete the mapping table for the given Sync Contact Id

15. 15 Questions and Answers Questions and Open Discussions Contact Information Abhinav Raina Email: araina@astcorporation.com Phone: 630-778-1180 Presentation Copy www.astcorporation.com/papers/ncoaug