Kony MobileFabric CRM QuickStart Guide

Kony MobileFabric™

KonyMobileFabric QuickStart Guide Series

Building the KonyMobileFabric CRM Sample App

Release 6.0

© 2014 by Kony, Inc. All rights reserved 1 of 94

Kony MobileFabric CRMQuick Start GuideVersion1.0

Revision History

Date Document Version Description of Modifications/Release

07/03/2015 1.0 Document Released for MobileFabric 6.0.3


Kony MobileFabric CRMQuick Start GuideVersion1.0

Table of Contents

1. Overview 4

1.1 KonyMobileFabric 4

1.2 PhoneGap 5

1.3 MobileFabric CRMSample 5

2. Software Installation and Configuration 7

2.1 Installing and Configuring Node.js 7

3. Installing and Configuring Cordova 13

4. Installing JDK 1.8 15

5. Installing the Android SDK 21

6. Installing Eclipse 32

7. Installing the Eclipse Android Plug-in 37

8. Configuring Back-end Integration Using MobileFabric 45

8.1 MobileFabric Trial Account Creation 45

9. Creating a Salesforce.com Account 47

10. Configuring MobileFabric Server 52

11. Installing the Demo Application 75


1. Overview

This section provides an overview of the KonyMobileFabric, PhoneGap, andMobileFabric CRM

Sample application.

Important: After you set up KonyMobileFabric using AmazonWeb Services (AWS), you can

build your sample application.

For more details on How to set upMobileFabric in AWS, refer to AWSMobileFabric QuickStart

Guide

1.1 Kony MobileFabric

KonyMobileFabric provides enterprise security and complex system integration services and allows

developers to focus on building app experiences. MobileFabric delivers a powerful set of services to

handle identity, integration, orchestration, data sync, andmessaging.When these services are

configured within KonyMobileFabric, they can easily be incorporated into amobile application using

any third-party app development tool with our SDKs or direct REST API interface.

Kony MobileFabric offers five major services:

l Identity: Authenticate and authorize your application users including Salesforce, Active

Directory, SAP, or other third-party identity providers that support Security AssertionMarkup

Language (SAML).

l Integration: Securely connect your application to any back-end data using a variety of

connectors for standard services such asREST, SOAP, and JSON end points and for

enterprise connectors such as Salesforce and SAP. You can also build custom connectors

using Java code to handle any atypical integration requirement.

l Orchestration: Optimize application performance or create new services by building server-side

composite services and workflows including the ability to execute custom business logic.

1. Overview Kony MobileFabric CRMQuick Start GuideVersion1.0


http://docs.kony.com/mobilefabricaws/assets/docs/AWS_MobileFabric_QuickStart_Guide.pdf

http://docs.kony.com/mobilefabricaws/assets/docs/AWS_MobileFabric_QuickStart_Guide.pdf

l Sync: Enable applications to work offline by keeping a copy of relational data structures on the

device. Securely synchronize changes between end-user devices and enterprise databases or

web service-enabled systems.

l Messaging: Engage with your users over cross-platform push notifications, SMS, and email.

This service includes the ability to track the effectiveness of messaging campaigns. You can

also collect user information and behavior analytics to enable you to better target messaging

based on user segmentation rules and location defined by geo-boundaries or iBeacons.

1.2 PhoneGap

PhoneGap is a free and open source framework that allows you to createmobile apps using

standardized web APIs for the platforms you care about. To ensure proper stewardship of the source

of PhoneGap, and tomaintain a transparent and open governance that waswell documented and

understood, Adobe/Nitobi donated the PhoneGap codebase to the Apache Software Foundation

(ASF) and was renamed asCordova. Currently PhoneGap is a distribution of Apache Cordova. Think

of Apache Cordova as an engine that powers PhoneGap.

1.3 MobileFabric CRM Sample

TheMobileFabric CRM sample application was developed using the PhoneGap/Cordova APIs and

has the following functionality:

l Ability to connect to MobileFabric instance and authenticate against the Salesforce APIs using

the identity that has been configured in theMobileFabric.

l Ability to invokeMobileFabric services that have been configured. These services in

MobileFabric are configured based on the Salesforce objects and the operations that are

exposed by these objects.

This document captures the details of:

l Software installation and configuration that are needed to executeMobileFabric CRM sample

application. The software programswhose install and configuration are discussed include

Eclipse, Android Development Toolkit (ADT) plug-in, Node.js and Cordova.



l Process of creating a Salesforce account and loading the data that is needed to execute the

demo application.

l Creation of MobileFabric trial account.

l Configuration of theMobileFabric CRM sample application on theMobileFabric Server by

creating the identity and integration services.

l Installation and configuration of MobileFabric CRM sample client application in Eclipse.

l Setup of the emulator and execution of theMobileFabric CRM sample client application in the

emulator.

Below are the steps and the order we’ll cover in this QuickStart guide:

1. Installing and configuring Node.js.

2. Installing and configuring Cordova.

3. Installing JDK 1.8.

4. Installing the Android SDK.

5. Installing Eclipse.

6. Installing the Eclipse Android Plug-in.

7. Configuring the Back-end integration usingMobileFabric.

8. Creating a SalesForce.com account.

9. Configuring theMobileFabric Server.

10. Installing the DemoApplication.



2. Software Installation and Configuration

This section captures the details of all the software that needs to be installed and configured to run the

MobileFabric CRMSample application.

2.1 Installing and Configuring Node.js

1. Type https://nodejs.org/ in your browser to open the node.js install screen. Click Install.

2. In the screen below, click Run.

2. Software Installation and Configuration Kony MobileFabric CRMQuick Start GuideVersion1.0


https://nodejs.org/

3. In theWelcome screen below, click Next.



4. To accept the terms and conditions in the screen below, click Next.

5. Change the location of the install in the Destination Folder screen below if required. By default

the Node.js will install under the Program Files folder.



6. In the Custom Setup screen below, choose all the features to be installed. Click Next to

continue.



7. In the final screen below, click Install, completing the installation.



3. Installing and Configuring Cordova

1. Click the Start button (or theWindows icon in the task bar) and choose All Programs. Scroll

down to choose Node.js > Node.js Command Prompt.

2. In the command prompt window, shown below, type: npm install –g cordova to installs

the Cordova libraries.

3. Test to see if Cordova is installed by typing

Cordova

at the command prompt. The commandwindow below should report the following:

3. Installing and Configuring Cordova Kony MobileFabric CRMQuick Start GuideVersion1.0


3. Installing and Configuring Cordova Kony MobileFabric CRMQuick Start GuideVersion1.0


4. Installing JDK 1.8

1. Type http://www.oracle.com/technetwork/java/javase/downloads/jdk8-downloads-

2133151.html in your browser.

2. Click on Accept Licence Agreement” under Java SE Development Kit 8u45,” shown below.

3. Next, in the screen below, click the Accept License Agreement option button, and click on jdk-

8u45-windows-x64.exe in the “Download” column to download the JDK for Windows 64 bit.

4. Installing JDK 1.8 Kony MobileFabric CRMQuick Start GuideVersion1.0


http://www.oracle.com/technetwork/java/javase/downloads/jdk8-downloads-2133151.html

http://www.oracle.com/technetwork/java/javase/downloads/jdk8-downloads-2133151.html

4. In the screen below, click Save to save the file on your localmachine.

5. Click on the “jdk-8u45-windows-x64” file from the install folder to begin the installation

of the JDK.

6. If prompted with screen, requesting tomake changes to the computer, click Yes.



7. Click Next in the screen below.

8. Choose the default destination folder as shown in the screen below and click Next.

Close the install screen when the installation is complete.



9. You can check if the correct version of the JDK installed by opening aWindowsCommand

Prompt window typing the command:

Java –version

shown in the screen below. The Java version should be 1.8.



5. Installing the Android SDK

1. Type https://developer.android.com/sdk/index.html#Other in your browser. Click on

installer_r24.3.3-windows.exe

5. Installing the Android SDK Kony MobileFabric CRMQuick Start GuideVersion1.0


2. Next, agree to the terms and conditions and click on Download installer_r24.3.3-windows.exe

3. When prompted with a security warning, click on Run, and in the screen below, click Yes.



4. Next the SDK installation wizard launches, shown below. Click Next to continue.

A screen that indicates the installed version of the JDK appears, shown below. The version of

the JDK should be the same as the one that you installed earlier.



5. Choose the Install just for me default option in the screen, shown below.

6. A screen appears that allows you to select the destination folder for the SDK install. Choose the

default location. Click Next to continue.



7. In the screen that appears, choose the default Start menu folder. Click Install to continue.



8. The SetupWizard screen appears. Click Finish.

9. The Android SDK screen appears. Choose the following tools and API versions, shown below.

Click on “Install Packages”.

l Tools:

o Android SDK Tools – 24.1.2

o Android SDK Platform Tools – 22

o Android SDK Build Tools – 21.1.2



o Android SDK Build Tools – 20

o Android SDK Build Tools – 19.1

l Android APIs:

o Android 5.0.1 (API 21)

o Android 4.4W.2 (API 20)



l Extras:

o Android Support Library 22



10. In the Choose Packages to Install screen, click Accept to accept the licenses, and click Install.



6. Installing Eclipse

1. Type http://www.eclipse.org/downloads/ in your browser and download the Eclipse Luna SR2

(4.4.2) (Eclipse IDE for Java Developers) – 64 bit as shown in the screen below.

6. Installing Eclipse Kony MobileFabric CRMQuick Start GuideVersion1.0


http://www.eclipse.org/downloads/

2. In the screen below, click Save to save the zip file.



3. After the file is saved, right-click on the file and click Extract All.

4. A prompt to Select a Destination and Extract Files appears, shown below. Extract the files

into a folder.



5. Once the files are extracted, a folder structure appears, shown below. Click on the round,

indigo Eclipse icon to launch Eclipse.



7. Installing the Eclipse Android Plug-in

1. Launch Eclipse from the folder where Eclipse was installed by clicking the round, indigo Eclipse

icon, shown below. If a prompt appears asking if you want to run the file, click Run.

2. Select the location of the workspace in the screen below. If needed, you can choose the default

workspace that is prepopulated in the dialog. ClickOK.

7. Installing the Eclipse Android Plug-in Kony MobileFabric CRMQuick Start GuideVersion1.0


3. After Eclipse is launched, click Help and choose Install New Software from the drop-down

menu, shown below. This will allow you to choose the web site to download the plug in.



4. Click Add … in the Available Software screen. The Add Repository window appears.

5. In the Add Repository screen, type ADT Plugin in the Name field. For the Location field, type

https://dl-ssl.google.com/android/eclipse/ and ClickOK.



6. Select the Developer Tools check box to select all six items. Click Next to continue.

7. The Install Details screen appears, shown below. The screen lists all items that are to be

installed. Click Next to continue.



8. The Review Licenses screen appears. Review the licenses and accept the terms. Click Finish.

9. If a security warning is displayed, clickOK.

10. Restart Eclipse if prompted.



11. After Eclipse launches, click onWindows -> Preferences -> Android. The

Preferences screen appears and indicates that the Eclipse Android plug-in is using the Android

SDK that was installed earlier.



8. Configuring Back-end Integration Using MobileFabric

This section captures the details of theMobileFabric trial account creation, Salesforce.com account

creation, and configuration of theMobileFabric Server to invoke the Salesforce.com services.

8.1 MobileFabric Trial Account Creation

1. If you do not have access to a KonyMobileFabricMessaging account on KonyCloud, you can

register for a free trial at http://www.kony.com/trials. When the following screen appears, select

KonyMobileFabric + Kony Studio.

2. Once you click on the Start Your Trial button, you will see the screen below.

Please use your work email for immediate registration approval.

8. Configuring Back-end Integration UsingMobileFabric

Kony MobileFabric CRMQuick StartGuide

Version1.0


http://www.kony.com/trials

Once you activate your account, you will have access to our Cloud Portal at

https://cloud.kony.com that provides documentation, tutorials and support via KonyCommunity.

You will also have access to our KonyCloud Console at https://manage.kony.comwhere you

will manage your KonyMobileFabric services.

8. Configuring Back-end Integration UsingMobileFabric

Kony MobileFabric CRMQuick StartGuide

Version1.0


https://cloud.kony.com/

https://manage.kony.com/

9. Creating a Salesforce.com Account

1. Type https://www.salesforce.com in the browser. Click on Start Your Free Trial as shown in

the screen below.

2. Enter all the information in the registration form shown in the screen below, and click Start Free

Trial.

9. Creating a Salesforce.com Account Kony MobileFabric CRMQuick Start GuideVersion1.0


https://www.salesforce.com/

After a successful registration, the following screen appears.



4. Next, click on the URL that was sent to your email address used to register the account. A

screen that prompts you to set up a new password appears.

5. To invoke the Salesforce APIs, a security token is needed. Log in to your Salesforce account,

and click onMy Settings, shown below.



6. Click on Reset My Security Token in the Personal section.

7. Click on Reset Security Token. The token is thenmailed to the email account that was used to

create the Salesforce.com account. Save the security token information because it is needed to

configure the client application of the demo.



After the new token is created and emailed, the following screen is displayed.



10. Configuring MobileFabric Server

Before configuringMobileFabric, it is assumed that you have registered with the SalesForce.com

account asmentioned in the earlier section.

1. Typemanage.kony.com in your browser. Enter the user name and password for the cloud

account that has been set up. Click Sign In.

10. Configuring MobileFabric Server Kony MobileFabric CRMQuick Start GuideVersion1.0


http://manage.kony.com/

2. The following screen appears. Click Apps on the top left corner.



3. The applications screen appears. Click on the Custom Apps icon.

4. The following screen appears. Click on Configure new to configure the Identity Service.



5. Click on edit (pencil) icon as shown below tomodify the name of the application.

After the name of the application is changed, the following screen displays. In this sample, the

name of the application is “MobileFabricCRMDemo.”

6. Complete the fields in the Identity Configuration screen, shown below. The clientId and

clientSecret that were retrieved by registering with Salesforce.com (asmentioned in the earlier

Salesforce sign-up section) will need to be entered to invoke the APIs that are exposed by

SalesForce.com. Click on Save when done.



After the identity service is successfully created, the following screen displays.



8. Click on Integration under the Configure section. Click on Configure New to configure new

integration services.

9. Enter the information as shown below for the service definition of Account. The userID and

password are retrieved after registering with Salesforce as discussed. Choose Use Existing

Identity Provider for the AuthenticationType, and select the identity that has been created earlier



from the dropdown. Click Save and Continue.

10. Click on the Integration tab and then clickOperation to select the object and operations to be

added. Choose the Account object from the object drop-down list. Choose the Select All option



from theOperation drop-down list. Click on Add Operation and then Done.

11. The following screen appears after the operations are added. The next step is to test if the

designated object is configured correctly. Click on getAccount under the Name column.



12. Copy the string “SELECT name, type, BillingCity, BillingState, AnnualRevenue, website,

Industry, phone, BillingStreet fromAccount where type!=null” in the Test Value field, shown

below. Click Test. If the query runs successfully, the result of the query execution will appear

on the right (shown below). Click Cancel to exit the screen and perform the configuration of a



new service.

13. Configure the service definition of Lead. Click on Configure New in the screen below that allows

you to configure a new service.

14. Complete the fields in following screen. Click Save & Continue. MoblieFabric displays a screen

to choose the operations of the Lead object.



15. Select the Lead under the Object column and “getLead” as the operation. Click on Add

Operation and Done.



16. Click on “getLead” under the Operation column. Copy “SELECT

ID,NAME,FIRSTNAME,LASTNAME,TITLE,PHONE,EMAIL FROMLead” in the Test value

column. Click Test.

If the configuration is correct, the response will appear on the right.

Click Cancel to display the screen that allows the creation of a new service definition.



17. Click on Integration in the screen below to create the service definition of Opportunity.

18. Complete the fields shown below. Click Save and Continue to display the screen to choose the

operations for the Opportunity object.



19. In the screen below, choose theOpportunity object and “getOppurtunity” operation. Click Add

Operation.



20. In the screen below, click “getOpportunity.” which allows to test the getOpportunity operation

by entering sample query.



21. Enter “SELECT name, Amount, CloseDate, Type, LeadSource, StageName,

ExpectedRevenue, Probability fromOpportunity” in the Test Value. Click Test.



22. If a response alert is displayed, clickOK. If the configuration is correct, the results will appear on

the right.

Click Cancel to move to the next screen to create the service definition for “Contact” object.



23. Click on Configure New in the following screen to create the service definition for Contact, and

display the following screen.

24. Complete the following fields. Click Save and Continue to display a screen to choose the

operations of “Contact” object.



25. Select the Contact object from the drop-down list, and choose All Operations. Click Add

Operation to choose the operations needed for the Contact object. And display the screen with



all the exposed operations of the Contact object.



26. Click getContact in the following screen to test the operation by executing a test query.

27. Enter “SELECT ID,NAME,FIRSTNAME,LASTNAME,TITLE,PHONE,EMAIL FROMContact”

in the “Test Value” column. Click Test. If the configuration is correct, the results display on the

right in the screen below. Click Cancel when done. The screen that allows you to publish the



application displays.

28. To publish the application, click Publish on the topmenu. Select the DemoEnvironment, and

click Publish. Once publication is successful, the “Not Published” text below will be updated with

a green “Published” message.

29. After the application is published, click the key symbol next to the environment name. In our

example, the environment name is “DemoEnvironment.” Record the App Key, App Secret,



and service URL. You will use those data later to configure the client application.



11. Installing the Demo Application

This section discusses the details of the download and configuration of the demo application. You will

also learn how to install of the application on an emulator and an Android device.

Download and Configure the DemoApplication

1. Type https://github.com/kony/KonyMobileFabric_Demo_PhoneGap in your browser. Click on

Download Zip on the right of the screen, shown below. A zip of the application installs.

2. Set the path to the ant bin folder as ant will be used later byCordova to build the platform folder

needed for Android. This path can be set by typing the following in theWindowsCommand

Prompt window where the other Cordova commandswill be run. In the current install, the path

is set as below:

set PATH=%PATH%;C:\EclipseInstall\eclipse-java-luna-SR2-win32-x86_

64\eclipse\plugins\org.apache.ant_1.9.2.v201404171502\bin

11. Installing the Demo Application Kony MobileFabric CRMQuick Start GuideVersion1.0


https://github.com/kony/KonyMobileFabric_Demo_PhoneGap

3. Type the command: “echo %PATH%” to check if the path is set correctly. The path in the

window below shows that the set path command in the previous step was executed correctly.

4. Unzip the Demo_PhoneGap file you downloaded earlier. Open the config.js file that is located

in thekony/www/js folder.

5. Change the Default Username and Default Password tomatch the username and password

that was set up in Salesforce.



The AppKey, AppSecret and ServiceURLwill be the same aswhat you saved when the

application is published. The IdentityService, AccountIntegrationService

LeadIntegrationService, ContactIntegrationService andOpportunityIntegrationService will

contain the names of the services as configured in theMobileFabric console.

6. Open aWindowsCommand Prompt window. Navigate to the project folder. In the current

application (the project folder is kony).



7. Delete the platforms and plug-ins folders.

8. Add the required plug-ins by typing “cordova plugin add org.apache.cordova.device” and

“cordova plugin add com.kony.sdk.” These commands are to be run from the kony folder,



shown below.

9. Add the Android folder under the platforms by typing “cordova platform add [email protected]”

shown in the following screen. Click on the Eclipse icon in the Eclipse install folder as



mailto:[email protected]

explained in earlier steps.

10. After launching Eclipse, click on File - > Import to display an import screen. Choose Existing

Android Code intoWorkspace. Click Next.



11. From the Import Projects screen, browse to the folder where the project was unzipped to

earlier.



12. Select the Kony folder, and clickOK.



13. The Import Projects screen appears with the two projects to be imported. Click Finish.

14. After the project is imported, open theMainActivity.java file under the src folder.

Replace the code inMainActivity.java with the code below. Save the file.

package com.popcorn.kony;

import android.os.Bundle;

import org.apache.cordova.*;

import com.kony.sdk.KonyCordovaHelper;



public class MainActivity extends CordovaActivity

{

@Override

public void onCreate(Bundle savedInstanceState)

{

super.onCreate(savedInstanceState);

super.init();

// Set by <content src="index.html" /> in config.xml

super.loadUrl(Config . getStartUrl());

KonyCordovaHelper.init(appView, this);

}

}



15. Next the application will be installed on an emulator that has to be configured. Click onWindow

-> Android Virtual Device Manager in Eclipse as shown in the screen below.

16. In the Android Virtual DeviceManager screen, click Create. To display all the Android Virtual

Devices that are already configured. You can create new AVDs if needed.



17. Enter the AVD name and the details, as shown below, by selecting options from the drop-down

boxes. ClickOK to create the new AVD.



18. Choose the AVD that was created in the earlier step and click Start. A launch screen displays.



19. Click Launch to launch a new AVD instance.

20. Deploy the application in the simulator by right-clicking on Kony, project and choosing Run As -

> Android Application. This launches the application in the emulator and the log-in screen of



the application, shown below.



21. Click Sign In. The Dashboard screen appears as below.



22. Click Contacts to display a list of all contacts.



23. Click a specific contact to display related details, shown below.



Kony MobileFabric CRM QuickStart Guide

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