Architecture overview & brief description

CRM.connector for Domino is a rule-based interface for both the unidirectional and bidirectional Domino of objects between Aurea CRM and the Domino Server.

With the aid of the application, data is automatically transferred from the Domino Server to the Aurea CRM database and vice versa. The synchronization takes place on the server and is time-controlled, whereby user interaction is generally restricted to moving the e-mails to the defined folders.

The connector determines the objects that are to be synchronized (calendar entries, e-mails, contact persons and tasks) from the defined mailboxes and generates XML messages that are transferred to the CRM system via CRM.interface. New or edited objects in Aurea CRM are delivered to the Domino Server as part of the synchronization cycle.

Authentication on the CRM.interface takes place using tokens, which are composed of the user name, timestamp, and security token generated by the token DLL. This allows user rights in the Aurea CRM system to be taken into account.

The product essentially consists of two main parts: connector itself and CRM.interface.

In principle, both of the above mentioned product components may be installed on the same server.

The connector submits periodic queries in two directions: on the one hand, the connector polls the Domino® server at the defined intervals for new or edited Lotus Notes® objects; on the other hand, it queries CRM.interface and thus determines any changes to data in the CRM system.

Data is transferred using XML data streams in SyncML format.

As mentioned before, synchronization is rule-based and covers both unidirectional and bidirectional synchronization. The synchronization between Domino Server and Aurea CRM takes place as described in the table below.

For further details on functional scope, see Functional scope: details, limitations and restrictions.