The initial data load retrieves data that meets the download rule criteria defined for each module, using the mobile user's Data Source login credentials. Data is then repackaged and sent to the mobile device.
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| To perform an initial load automatically whenever a new device activates, set the system key perform.initload.process to InitLoad. For more information on setting system keys, see Configuring System Keys. If the system key perform.initload.process is set to Nil, administrators will have to manually start the InitLoad process as detailed above. |
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- To clear and reload CAD and data without prompting the user, use Re Load. For more information, see Reloading Data on User Devices.
- To clear and reload CAD and data, giving the user an option to delay the reload (iPad only), use Clear and Load. For more information, see Clearing and Reloading a Device.
If a large number of users are performing an Initial Load at the same time, performance of the Data Source can be affected. It is possible to limit the number of concurrent activations by altering the value in the system key max.crmquery.initload, if you experience problems. For more information on setting system keys, see Configuring System Keys.
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| It is recommended that the number of concurrent Initial Loads is limited to 25, to avoid issues with data Source performance. If the number of requests exceeds the figure set in the system key, load requests are queued and processed in chronological order. Initial Loads waiting to be processed are marked as Pending in the Queue. |
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| CRM On-Demand Only - 'Sales Stages' and 'Currency' MUST be part of the Init Load as they can not be manually downloaded later. |