Sage Software 5.8 ユーザーズマニュアル
Chapter 1
Introduction
This guide is for Users and System Administrators.
Please note that while the document refers to Sage CRM, CRM, or the CRM
system throughout, all functionality covered is also relevant to Sage CRM MME,
Sage Accpac CRM, and Softline Accpac CRM.
system throughout, all functionality covered is also relevant to Sage CRM MME,
Sage Accpac CRM, and Softline Accpac CRM.
We assume that:
Users operate PDA devices or WAP-enabled mobile phones. Familiarity with
using Sage CRM over a standard Web browser would also be helpful,
although not essential.
using Sage CRM over a standard Web browser would also be helpful,
although not essential.
System Administrators are fully conversant with the User Guide and System
Administrator Guide.
Administrator Guide.
Introduction
Sage CRM's Wireless Mobile solution allows you to work online with CRM from
a mobile device, such as a PDA (Personal Digital Assistant) or a WAP-enabled
mobile phone.
a mobile device, such as a PDA (Personal Digital Assistant) or a WAP-enabled
mobile phone.
Mobile Phone. To work online with a mobile phone, it needs to be enabled for
WAP and configured to connect to the company's CRM system through a WAP
gateway.
WAP and configured to connect to the company's CRM system through a WAP
gateway.
WAP gateways make it possible for WAP devices to communicate with Web
servers (for example, the server on which CRM resides). Most mobile phone
operators provide a WAP gateway service. Once you have secured access to a
WAP gateway, contact the operator for instructions on how to set up the mobile
phones to use the gateway. You then need to provide users with information on
how to set up their phones.
servers (for example, the server on which CRM resides). Most mobile phone
operators provide a WAP gateway service. Once you have secured access to a
WAP gateway, contact the operator for instructions on how to set up the mobile
phones to use the gateway. You then need to provide users with information on
how to set up their phones.
If a firewall has been installed at the implementation site, you need to take steps
to ensure that traffic directed to the CRM server via the WAP gateway gets
through. If the server is configured to allow access from all HTTP traffic (that is,
if port 80 is open) WAP traffic can access the CRM server. For further
information on server security refer to the "Security Overview" chapter in the
System Administrator Guide.
to ensure that traffic directed to the CRM server via the WAP gateway gets
through. If the server is configured to allow access from all HTTP traffic (that is,
if port 80 is open) WAP traffic can access the CRM server. For further
information on server security refer to the "Security Overview" chapter in the
System Administrator Guide.
PDA. To work online with a PDA, it must be configured to connect to the
company's CRM system. This can be achieved through a directly connected or
wireless LAN solution or, if your system is available on the Internet, using a
cellular phone (for example, GSM or GPRS). The latter can be in the form of an
company's CRM system. This can be achieved through a directly connected or
wireless LAN solution or, if your system is available on the Internet, using a
cellular phone (for example, GSM or GPRS). The latter can be in the form of an
Wireless Mobile Guide 1–1