Installation Task Flow for Windows Mobile

This task flow defines a path for system administrators to install and provision the Sybase Mobile Sales for SAP® CRM application to a Windows Mobile device.

Note: For information on customizing the application for your organization, see the Sybase Mobile Sales for SAP Customization White Paper.

Installation Tasks

  1. Review system and device requirements. See Planning Your Installation, with particular attentionn to installation prerequisites for the server and ESDMA package deployment.
  2. Install Sybase Unwired Platform.
    • Perform the installation based on your license type.
    • When performing the installation, verify that the option to Start Unwired Platform Services automatically is selected.
    • See Installation Task Flows in the Sybase Unwired Platform Installation Guide.
  3. Install Sybase SAP® DOE Connector. See the Installation Task Flows in the Sybase SAP DOE Connector Installation and Configuration Guide.
  4. Install Sybase Mobile Sales for SAP CRM using the installation media.

    Install the Mobile Sales application on the same machine as you installed Sybase Unwired Platform and Sybase SAP DOE Connector.

    The installer:
    • Deploys a CRM Entity Set Definitions for Mobile Applications (ESDMA) package.
      Note: As a secondary method of ESDMA deployment, you can use the CLU utility. See the Appendix: Deploying the SAP CRM ESDMA using the Command Line Utility in this guide for complete CLU instructions.

    • Installs the CAB files for Windows Mobile Professional and Windows Mobile Standard. These files are required if you intend to deploy the Mobile Sales Application to Windows Mobile devices as-is, without customization.

      The default installation location is: <UnwiredPlatform_InstallDir>\UnwiredPlatform\Mobile Sales for SAP CRM. The CAB files are located in the WM subdirectory.

      Device Operating System CAB file names
      Windows Mobile Professional SUPMessaging_Pro.cab

      SybaseMobileSales_Pro_<version>.cab

      Windows Mobile Standard SUPMessaging_Std.cab

      SybaseMobileSales_Std_<version>.cab

Provisioning Tasks

  1. Register each device using Sybase Control Center so it can connect to Unwired Server. For each device, be sure to note:
    • the user name
    • Relay Server name, or Unwired Server name if Relay Server is not used.
    • Relay Server port number, or Unwired Server port number if Relay Server is not used.
    • Relay Server farm ID (skip this is Relay Server is not used)
    • activation code

    See Registering and Setting Up Messaging Devices in the Sybase Control Center online help.

  2. Ensure all device users have an SAP account.
  3. (Optional) Modify the Mobile Sales system configuration for Windows Mobile in the SybaseCRM.Configuration.xml file. You must update and provision this file to the device before users log into the application (subscribe) for the first time. See Mobile Sales Configuration File for Windows Mobile.
  4. Provision the application files to the device.
    How many devices are you provisioning? Method Where to find more information
    Personal/developer installations Copy the CAB file to each device to install. Sybase Mobile Sales for SAP CRM Device User Guide for Windows Mobile > Installing Mobile Sales on Your Windows Mobile Device .
    Enterprise/large installations Use Sybase Unwired Platform to provision the application to multiple devices. Sybase Unwired Platform System Administration > System Administration > Device User Management > Device Provisioning > Afaria Provisioning and Device Management .
  5. Prepare instructions for device users. As the system administrator you can send users a notification that provides instructions and includes a link that downloads the Mobile Sales application to the device. Alternately, you can provide the location of the CAB files and users can copy the CAB files to their device, for example, using ActiveSync.

User Tasks

  1. Device users install device prerequisites. See Installation Prerequisities.
  2. Ensure that device users create a Notifications messaging account. See Sybase Mobile Sales for SAP CRM User Guide for Windows Mobile > Creating a Notifications Messaging Folder.
  3. Per the system administrator's instructions, users download and install the CAB files on the device.
  4. After CAB file installation, users indicate the Unwired Server connection information in Sybase Settings before launching the Mobile Sales application.
    Note: Connection settings do not need to be set if you are running Mobile Sales in Demo mode.

    See Sybase Mobile Sales for SAP CRM Device User Guide for Windows Mobile > Sybase Mobile Sales for SAP CRM > Connection Settings .

  5. Device users start Sybase Mobile Sales for SAP CRM.

    See Sybase Mobile Sales for SAP CRM Device User Guide for Windows Mobile > Starting Sybase Mobile Sales .

  6. If necessary, users can unsubscribe or resubscribe from the device.

    See Sybase Mobile Sales for SAP CRM Device User Guide for Windows Mobile > Getting Started with Mobile Sales > Unsubscribing and Resubscribing to Mobile Sales .

Related tasks
Installing Device Files for Mobile Sales and Deploying an ESDMA Package Using the Installer
Related reference
Mobile Sales Configuration File for Windows Mobile