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Tutorial on How to Setup Ohioedge CRM

Home. Tutorial on How to Setup Ohioedge CRM. Is This Tutorial For Me? Table of Content What’s Next? References. Home -> Executive Summary. Executive Summary. Who is the intended audience for this tutorial?

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Tutorial on How to Setup Ohioedge CRM

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

  2. Home -> Executive Summary 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?

  3. Home -> Executive Summary 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.

  4. Home -> Executive Summary 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, Email Templates, and Template Scripts.

  5. Home -> Executive Summary 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 Email 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.

  6. Home -> Executive Summary 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 three (3) day on-site course - Ohioedge CRM Administrator’s Training.

  7. End of Executive Summary Chapter

  8. Home -> Content Table of Content • OhioedgeCRM Interactive Environment • What is a component? • Learning GUI • Accessing a component • Working with a component • Search/Select function • Update function • Create function • Delete function • Working with a List • Overview • Roadmap

  9. Home -> Content Table of Content (contd.) • Creating an Organization • Creating 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 components • Creating a New (Functional) Organization • OrgAdmin user of the new organization • OrgAdmin user privileges • Inheritance of privileges diagram • Login

  10. Home -> Content Table of Content (contd.) • Component Security • Basic Security • Primary users of OhioedgeCRM • How 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 diagram • Use Case I • Defining Use Case scenario in OhioedgeCRM

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

  12. Home -> Content Table of Content (contd.) • Foundation 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 components • Customer Module components • Customer component • CustomerPerson component • BuyerRole component • RequirementStatus component

  13. Home -> Content Table of Content (contd.) • Configuring the Publisher Module • OrgAdmin and ApplAdmin user privileges on the Publisher Module components • Publisher Module components • Script component • How to upload your JSP script file? • LetterTemplate component • How to upload your HTML letter template file? • Example LetterTemplate • EmailTemplate component • How to upload your TXT email template file? • Example EmailTemplate • Configuring the Workflow Module • User/Mechanism sub-module • OrgAdmin and ApplAdmin user privileges on the User/Mechanism sub-module components

  14. Home -> Content Table of Content (contd.) • User/Mechanism sub-module components • MechanismType component • Mechanism component • Workflow Security • How is workflow security defined? • Workflow Security Diagram • Security sub-module • OrgAdmin and ApplAdmin user privileges on the Security sub-module components • Security sub-module components • Privilege component • Role component • RolePrivilege component • Workflow Statuses sub-module • OrgAdmin and ApplAdmin user privileges on the Workflow Statuses sub-module components

  15. Home -> Content Table of Content (contd.) • Workflow Statuses sub-module components • ActivityStatusType component • AssignmentStatusType component • ActivityScheduleStatusType component • Workflow-Security Integration sub-module • Workflow-Security Integration sub-module components • ActivityStatusTypePrivilege component • AssignmentStatusTypePrivilege component • ActivityScheduleStatusTypePrivielge component • Custom fields sub-module • OrgAdmin and ApplAdmin user privileges on the Custom fields sub-module components • Custom fields sub-module components • DataType component • DataConstraint component

  16. Home -> Content Table of Content (contd.) • Workflow Definition sub-module • OrgAdmin and ApplAdmin user privileges on the Workflow Definition sub-module components • Workflow Definition sub-module components • JunctionType component • ActivityType component • Organizational Chart/Hierarchy Model • Organizational Process Model • isUOB field properties • List of ActivityTypes based on the 2 models • How to create ActivityType? • ActivityType for Organizational Chart/Hierarchy Model • ActivityType for Organizational Process Model • Junction component • InputType component • InputFactoryType component

  17. Home -> Content Table of Content (contd.) • InputFactory component • How to upload your SQL file? • ActivityTypeHierarchy component • Important Note • ActivityTypeHierarchy Maintain page • Creating a root level ActivityTypeHierarchy • Creating a next level ActivityTypeHierarchy • How to reset ActivityTypeHierarchy model? • Login again after resetting ActivityTypeHierarchy model • How to view the ActivityTypeHierarchy model? • ActivityTypeHierarchyMechanism component • ActivityTypeHierarchyInputFactory component • Publisher-Workflow Integration Module • OrgAdmin and ApplAdmin user privileges on the Publisher-Workflow Integration module components

  18. Home -> Content Table of Content (contd.) • Publisher-Workflow Integration module components • DocumentType component • MimeType component • InstructionType component • Document component • Instruction component • ActivityTypeInstruction component • Customer-Workflow Integration Module • Campaign component • How to create a campaign? • Robot: Campaign Services • How to start a campaign? • How to view the results of starting a campaign?

  19. Home -> Content Table of Content (contd.) • Robot: Workflow services • How to start the workflow services? • Activity Component • OrgAdmin and ApplAdmin user privileges on the Activity component • Activity Maintain page • Creating an Activity • Accessing 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? • Comparison Chart • Steps for configuring a new functional organization

  20. Home -> Content -> OhioedgeCRM Interactive Environment OhioedgeCRM Interactive Environment • OhioedgeCRM Interactive Environment has the following features: • uniform GUI • every component has the same mode of access, • common functions such as Create/Update/Delete/Reset available for every component and • standard List component integration

  21. Home -> Content -> OhioedgeCRM Interactive Environment What is a component? • Component is an implementation of a business/functional entity, such as an Employee, State, Organization, etc. • A component spans across the 3 tiers (View, Logic, Data) of the implementation of a business/functional entity.

  22. Home -> Content -> OhioedgeCRM Interactive Environment -> Learning GUI Learning GUI • Learning GUI • A component has a uniform GUI

  23. Home -> Content -> OhioedgeCRM Interactive Environment -> Learning GUI Every component has the same look and feel. Note the marked areas where component specific information is displayed.

  24. Home -> Content -> OhioedgeCRM Interactive Environment -> Learning GUI Each screen is divided into portlets. Quick Links portlet: Provides quick access to certain components Bookmarks portlet: Provides quick access to certain pages News portlet: Displays any current, flashing news or updates that the organization wants the users to see Active Component portlet: Provides access to the current components Home/Maintain/ListAll page Active Session Information portlet: Displays information of the most current component managed Content Management portlet: Displays contents of a components Home/Maintain/ListAll page

  25. Home -> Content -> OhioedgeCRM Interactive Environment -> Accessing a component Accessing a component •  Uniform GUI • Accessing a component • A component can be accessed via

  26. Home -> Content -> OhioedgeCRM Interactive Environment -> Accessing a component Quick Links portlet available at the top of the screen or

  27. Home -> Content -> OhioedgeCRM Interactive Environment -> Accessing a component By clicking on the Setup link in the Quick Links portlet and

  28. Home -> Content -> OhioedgeCRM Interactive Environment -> Accessing a component This is the Setup Home page with links to Components or

  29. Home -> Content -> OhioedgeCRM Interactive Environment -> Accessing a component By passing the appropriate URL such as http://localhost:8080/NameSuffix.ctrl to access the NameSuffix component or http://localhost:8080/State.ctrl to access the State component and so on.

  30. Home -> Content -> OhioedgeCRM Interactive Environment -> Accessing a component For an ASP model user the URL would be http://www.ohioedge.net/Employee.ctrl to access Employee component or http://www.ohioedge.net/Mechanism.ctrl to access Mechanismcomponent.

  31. Home -> Content -> OhioedgeCRM Interactive Environment -> Working with a Component Working with a Component •  Learning GUI •  Accessing a component • Working with a component • After accessing a component working with a component would involve typical functions such as • Home • ListAll • Maintain • Create • Update • Delete • Reset

  32. Home -> Content -> OhioedgeCRM Interactive Environment -> Working with a Component Say, you want to work with the Customer component. You will access it by clicking on the Customer link in the Quick Links portlet.

  33. Home -> Content -> OhioedgeCRM Interactive Environment -> Working with a Component Notice the Active Component portlet, it displays the name of the component you are managing which in this case is Customer. Every component has a Home, Maintain and ListAll page accessed via the links in the ActiveComponent portlet.

  34. Home -> Content -> OhioedgeCRM Interactive Environment -> Working with a Component Working with a component: Search function • How to select or search a component?

  35. Home -> Content -> OhioedgeCRM Interactive Environment -> Working with a Component If you want to browse through a list of Customer records, click on the ListAll link in the ActiveComponent portlet. The Content Management portlet will display all the records in the form of links.

  36. Home -> Content -> OhioedgeCRM Interactive Environment -> Working with a Component If you want to have a list of all Customers that start with a specific letter, type the letter say B% in the Search box available in the Active Component portlet and click on the Search button.

  37. Home -> Content -> OhioedgeCRM Interactive Environment -> Working with a Component Working with a component: Update function • How to Update a component?

  38. Home -> Content -> OhioedgeCRM Interactive Environment -> Working with a Component Say you want to update a Customer Midwest Printing, drill down on that record to view the details.

  39. Home -> Content -> OhioedgeCRM Interactive Environment -> Working with a Component You are on the Customer Maintain page. Typical functions such as Create/Update/Delete/Reset are available on all Maintain pages. Make the necessary changes and click on the Update button at the bottom of the Component Management portlet.

  40. Home -> Content -> OhioedgeCRM Interactive Environment -> Working with a Component When you get the following message “Transaction was successfully completed”, that indicates that the Update function was successfully completed.

  41. Home -> Content -> OhioedgeCRM Interactive Environment -> Working with a Component Working with a component: Create function • How to create a component?

  42. Home -> Content -> OhioedgeCRM Interactive Environment -> Working with a Component Say you want to create a new Contact for the Customer Eaglebrook. First select the Customer Eaglebrook. Then click on the Contact link in the Quick Links portlet.

  43. Home -> Content -> OhioedgeCRM Interactive Environment -> Working with a Component You are on the CustomerPerson Home page. If you want to start with a blank CustomerPerson Maintain page, click on the Reset link in the Active Component portlet of the CustomerPerson Home page. Click on the Maintain link.

  44. Home -> Content -> OhioedgeCRM Interactive Environment -> Working with a Component You are on the CustomerPerson Maintain page.

  45. Home -> Content -> OhioedgeCRM Interactive Environment -> Working with a Component Type the information of the Contact you are creating. Click on the Create button.

  46. Home -> Content -> OhioedgeCRM Interactive Environment -> Working with a Component When you get the following message “Transaction was successfully completed”, that indicates that the Create function was successfully completed.

  47. Home -> Content -> OhioedgeCRM Interactive Environment -> Working with a Component Working with a component: Delete function • In the similar way as we went through the steps to Update/Create a record,you can use the Maintain page of any component to • Delete records

  48. Home -> Content -> OhioedgeCRM Interactive Environment -> Working with Lists Working with a List •  Learning GUI •  Accessing a component •  Working with a component • Standard List component integration • List component function is to list records based on the search criteria • List component is accessed ONLY through a components Maintain page • When there is a link in front of a field on any maintain page of a component, this indicates that the List component is integrated with the component being managed.

  49. Home -> Content -> OhioedgeCRM Interactive Environment -> Working with Lists List component integrated with the Letter Template component. Note the List link in front of the field Script.

  50. Home -> Content -> OhioedgeCRM Interactive Environment -> Working with Lists List component integrated with the CustomerPerson component. Note the Select Title link in front of the field Title.

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