CUSTOMER RELATION MANAGERMENT
S o f t w a r e A r c h i t e c t u r e a n d D e t a i l e d D e s i g n

Project Code: CRM
Document Code: CRM_ Architecture_and_Detailed_Design_v1.0
Hanoi, january 2007
Routepad_Architecture_and_Detailed_Design v1.0
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RECORD OF CHANGE
*A - Added M - Modified D - Deleted
Effective
Date
Changed Items A*
M, D
Change Description New Version
19-Apr-06 A Initial version 1.0
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SIGNATURE PAGE
ORIGINATOR: Phan Xuan Truong 04-Jan-2007
Architecture and Solution Design
REVIEWERS: Phan Xuan Truong 04-Jan-2007
Project Director
Phan Xuan Truong 04-Jan-2007
Project Leader
APPROVAL: Phan Xuan Truong 04-Jan-2007
Project Director
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TABLE OF CONTENTS

3 DETAILED DESIGN......................................................................................................20
3.1 Detailed Design Methodology........................................................................................20
3.2 Detailed Design Overview.............................................................................................20
3.3 Use Cases View.............................................................................................................22
3.4 Packages......................................................................................................................22
3.4.1 DAO Package...........................................................................................................................22
3.4.2 Business Object Package..........................................................................................................24
3.4.3 UI Package..............................................................................................................................25
3.4.4 Common Package....................................................................................................................26
3.4.5 Controls Package.....................................................................................................................27
3.4.6 System Package......................................................................................................................27
3.5 Exception Handling and Logging...................................................................................28
3.5.1 Exception Handling..................................................................................................................28
3.5.2 Logger....................................................................................................................................29
3.6 Diagrams......................................................................................................................30
3.6.1 Logon......................................................................................................................................30
3.6.2 Route Management.................................................................................................................31
3.6.3 Download................................................................................................................................33
3.6.4 Import Data............................................................................................................................35
3.6.5 Totals......................................................................................................................................36
3.6.6 Setup......................................................................................................................................37
3.6.7 Beginning of Day.....................................................................................................................39
3.6.8 Loads......................................................................................................................................41
3.6.9 Sales.......................................................................................................................................44
3.7 Database......................................................................................................................47
3.7.1 Relationship Diagram...............................................................................................................47
3.7.2 CommProfiles table..................................................................................................................47
3.7.3 Routes table............................................................................................................................47
3.7.4 AppSettings table....................................................................................................................48
3.7.5 SecurityCodes table.................................................................................................................49

the business and maintenance requirements.
Detailed Design
This document aims at to describe the details of Classes of CRM application. By studying this
document, project team, developers and related groups can have an overview of the internal of
CRM application and they can have more information to implement CRM application.
1.3 Definitions, Acronyms and Abbreviations
Abbreviation Description
GUI Graphical User Interface
HTTP Hypertext Transfer Protocol
PDA Personal Digital Assistance
CRM Customer Relation Management
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SRS Software Requirement Specification
XML Extensible Markup Language
CF Compact Framework
GUID Global Unique Identifier
FTP File Transfer Protocol
1.4 Referenced Documents
MSDN.NET MSDN for Visual Studio .NET
CRM-SRS-v1.0.doc Functional Specification of CRM application
2 ARCHITECTURE DESIGN
2.1 CRM Overview
2.1.1 External/Internal interfaces
Figure 1. External/Internal interfaces of ROUTEPAD-PDA system
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Component Interface type Connection type
PDA <---> FTP Server Data will be download and upload
via FTP

not supported by ADO.NET.
Logging processing can be embedded into source code quite easily. The .NET Framework
includes classes and data types that make it easy to log trace messages. You can even
implement your own trace listener.
Controlling a transaction through ADO.NET objects results in less efficient locking in comparison
to using explicit transactions in stored procedures. The reason is that an ADO.NET manual
transaction takes at least as many round trips to the DBMS as there are operations to execute
within the transaction in addition to trips that begin and end the transaction.
2.1.4 Connection pooling
Database connection pooling enables an application to reuse an existing connection from a pool,
instead of repeatedly establishing a new connection with the database. This technique can
significantly increase the scalability of an application, because a limited number of database
connections can service a much larger number of clients. This technique also improves
performance, because the significant time which is required to establish a new connection could
be avoided.
In the DPA system, we will use ADO.NET connection pooling mechanism. We don’t need to spend
effort for this module but still have effective features.
By default and implicitly ADO.NET supports connection pooling mechanism. You can configure
minimum and maximum value of your connections to be pooled just by defining some attributes
in the connection string. ADO.NET doesn't throw sqlCeConnection objects away when the Close
or Dispose methods are called. Instead, it returns them to the connection pool. If a future
request for a sqlCeConnection can be satisfied by a pooled connection, ADO.NET recycles that
connection instead of opening a new one. ADO.NET also allows you to control the connection
pool simply by adding values to the connection string.
2.1.5 The .NET Framework
Developers can reuse their knowledge about .Net technology. With code written in .Net,
developers can reuse code and easy to maintain the system.
Shared Code and Increased Efficiency
Because the .NET Compact Framework delivers the same programming model across a range of
devices, it simplifies the process of developing an application that will run on multiple devices.

of client-side and server-side programming to deliver a rich and always interactive application.
Reduced Cost of Development Creates New Opportunities
This new ease of development provided by the .NET Compact Framework will lead to the creation
of a broad new range of applications and services that will help manufacturers win greater
market acceptance for their mobile devices and create new opportunities for developers. Many
businesses that were unable to afford the cost or special developer training necessary for mobile
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development will be able to develop new mobile applications much more efficiently, which in turn
can help lower their costs of doing business, and increase their market opportunities.
2.2 CRM System Architecture
The architecture of CRM system will be designed to illustrate:
- Transaction Data exchange between Insight host system and CRM machine
- Architecture in CRM machine
From above information and flow constraints:
- CRM client program is built upon .NET Framework 1.1
- The communication via network FTP
- Transaction management mechanism is ADO.NET
We provide the architecture of CRM system as follow:
Figure 2. CRM system architecture
Presentation layer:
Purpose of this layer is for user-interaction. In CRM system, Windows-based GUI application will
be used for most business processes. Built upon System.Windows.Form package from .NET
Framework, the interface is used for inputting complex data and displaying complex views. This
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layer will be containing some business actions that manual data in local database.
Business layer:
The Business layer manages all internal business logic. It will receive data\request from
Presentation, process necessary business logic, access or update data from\to local DB on CRM

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Figure 5. CRM Components Model
 CRM clients Application(Windows forms) : supply Customer Relation Managerment
and Business managerment tools,WareHouse for Enterprise.
 CRM Admin Application(ASP.NET Forms):supply Administrator tools and synthetize
data business Process of Enterprise.
 CRM XML Web Service :supply Services about synchronous data,manipulate so far
with data center
2.3 Module Hierarchy
2.3.1 CRM Modules
Below is the list of functions to be implemented in the application:
- My Informations
- My Customers
- My Quote
- My Order
- My Tasks
- My Products
- My WareHouse
- My Sales
- My Inventory
2.4 Logical View
This session provide an overview of the logical packages of ROUTEPAD-PDA system. Details are
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described in Detailed Design session.
Figure 6. CRM Logical Package
2.4.1 UI Package
This package contains all business object classes which encapsulate business logic of the
application. They will receive requests from Presentation layer, process business logic and call
DAO layer to update/retrieve data to/from CRM Database.

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CPU Intel Pentium IV
Memory RAM 128 MB and ROM 64 MB
OS Windows Server 2003,WinXP…
2.6.2 Software
Name Purpose
.NET Framework v1.1 Development Framework
SQL Server 2000
Service Pack 3
Used for storing data on local CRM
3 DETAILED DESIGN
3.1 Detailed Design Methodology
In this detailed design document, UML is used as main methodology to illustrate the structure of
ROUTEPAD-PDA application. Diagrams in this document are created in Visual Studio.NET 2005,
Microsoft Visio 2003, and Rational Rose.
3.2 Detailed Design Overview
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Figure 7. ROUTEPAD-PDA Architecture Overview
As described in Figure 4, PDA application will have three layers- Presentation Layer, Business
Layer, Data Access Layer and Value Objects Common package.
• Presentation Layer contains User Graphical Components, UI Process Components
(Form Package).
o User Graphical Components and UI Process Components build screens to
interact with users. They show the information to the user or capture data or
actions from the user to call business layer in order to update into database.
• Business Layers contains all Business Object classes that will encapsulate business
logic of the application. They will receive requests from Presentation layer, process
business logic and call DAO layer to update/retrieve data to/from PDA Database.
• Data Access layer contains classes which will be used for manipulating data on PDA

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• Value Objects classes are used to contain data for transferring between internal
Modules/Layers in PDA application.
3.3 Use Cases View
Figure 8. ROUTEPAD-PDA Use Cases View
3.4 Packages
3.4.1 DAO Package
The base class of DAO package implements common methods to manipulate database. Derived
classes can override those methods if necessary. Below is the specification of DAO base class:
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Figure 9. DAO Class Diagram
No Member Name
Require derived
class to implement Description
1 Conn Connection used to connect to database
No Method Name Description
1 AddNew If necessary Adds a new record
2 Connect No Opens connection to database
3 Close No Close connection
4 Delete If necessary Delete a record
5 ReadAll If necessary Returns all records
6 ReadOne If necessary Reads one record base on identity value
7 Update If necessary Updates a record
Below is description of all classes in DAO package
No Class Name Description
1 CommProfileDAO
Encapsulates methods to interact with CommProfiles data
table.
2 RoutesDAO Encapsulates methods to interact with Routes data table.

class to implement Description
No Method Name Description
1 AddNew If necessary Adds a new record
2 Delete If necessary Delete a record
3 DeleteAll If necessary Delete all records
4 ReadAll If necessary Returns all records base on condition
5 ReadOne If necessary Reads one record base on identity value
6 Update If necessary Updates a record
7 Validate Required Validate data base on business logic
Below is description of Business Objects
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No Class Name Description
1 CommProfileBO
Encapsulates business logic related to communication
profile.
2 RoutesBO Encapsulates business logic related to routes.
3 LoadBO Encapsulates business logic related to load.
4 AppSettingsBO Encapsulates business logic related to application settings.
5 LiquorLicenseBO Encapsulates business logic related to liquor license.
6 SecurityCodeBO Encapsulates business logic related to security code.
7 MessageBO Encapsulates business logic related to message.
8 CustomerBO Encapsulates business logic relates to customer.
9 SurveyBO Encapsulates business logic relates to survey.
10 LookupBO Encapsulates business logic relates to look up.
11 VendingBO Encapsulates business logic relates to vending.
12 DailyInfoBO Encapsulates business logic relates to daily information.
13 ProductBO Encapsulates business logic relates to product.
14 ExpenseBO Encapsulates business logic relates to expense.
15 RouteStopBO Encapsulates business logic relates to route stop.