Data Load Process

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Last updated: Aug 16, 2016 by Dorian Port
2 min read

There are two ways that users can get data to their devices:

  1. by loading data to a device automatically using one of the methods described in this section
  2. by allowing users to perform a lookup against the CRM server to search for records that they wish to download.

A lookup is only available if a field has been enabled for CRM lookup in the field map settings. For more information on enabling lookup, see Look Up Field. 

Loading Data to a Device

The two methods of loading data to a device automatically are Init Load and Re Load.

Whenever a request to load data using one of these methods is invoked a query is sent to the CRM server and data returned is packaged ready for retrieval by a mobile device. 

The data load process is as follows:

  1. When invoked, the request is logged in the iEnterprise Mobile™ Admin Application and the Status is set to PENDING in the Initload Statistics section of Queues section. For more information, see[ |Initload and Initload Summary]Initload and Initload Summary.
  2. The user's CRM credentials are used to determine which records the user is authorized to receive.
  3. Download Rules are checked for each module. These rules form the basis of the query sent to the CRM server. If a module has no download rule defined, data is not requested from the Data Source. For more information, see Working With Data Download Rules.
  4. The Data Source receives the query, processes it and returns XML data packets to the iEnterprise Mobile™ server.
  5. The iEnterprise Mobile™ server parses data, making sure not to store duplicate records already held.
  6. Status is set to READY in the Queue, indicating that all data has been received and packaged and is ready to be transmitted to the mobile device.
  7. When the mobile device next connects (polling Interval), data is downloaded to the device.