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  •     QAD Glossary

  • QAD Remote Sales Integration
    This section describes how to set up nodes, configure settings and enable data synchronization for the QAD Customer Relationship Management (QAD CRM) application. It discusses the following topics:
    Explains how to understand nodes and gives a synchronization procedure overview.
    Node Setup: Host Node
    Outlines how to set up host nodes, enable data synchronization, configure the host node, set up remote nodes, and set up regional nodes.
    AppServer Synchronization
    Explains how to set up nodes for AppServer synchronization, specify profile records, and specify activity and transaction history records.
    Preparing Regional and Remote Nodes
    Explains how to create data subsets for remote nodes, and load data subsets on nodes.
    Enabling Data Synchronization from Regional and Remote Nodes
    Explains how to synchronize data using the AppServer and view the synchronization log.
    QAD AdminService and Data Synchronization
    Explains how to manually enable a disabled node for data synchronization.
    Off-site personnel using QAD Remote Sales on their remote computers can synchronize data with the host database. This ensures on-site and off-site personnel have access to the latest information. It can be installed on the computer of a user working remotely from a stand-alone system. Data is stored in a local single-user database. This database is referred to as the Remote Node.
    Understanding Nodes
    A node is the database that the system uses. The QAD CRM central database is referred to as the host node. The QAD Remote Sales database is called the remote node. Regional nodes are typically QAD CRM databases installed in the regional offices of a company. They can synchronize data with their parent node and subordinate nodes within their region.
    Note: In this chapter, regional nodes are called remote nodes unless otherwise specified.
    All nodes maintain details about other nodes. This assists them in identifying nodes.

    Understanding Nodes
    Procedure Overview
    You can synchronize data in QAD Remote Sales with data in the host database using Progress Appserver. VPN access to the office network is required.
    To synchronize data:
    Set up the host, regional, and remote nodes for data synchronization.
    Set up the QAD AdminService.
    Prepare regional and remote nodes for data synchronization.
    Synchronize data using the AppServer method.