Configuration Guide for Siebel Offline Client for Life Sciences


What's New in This Release


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Overview of the Offline Client for Life Sciences

About the Offline Client for Life Sciences

Offline Client for Life Sciences User Interface

Overview of Client Application Object Definitions

About Filter Definition Files

Data Sources and Offline Databases

Overview of Client Data Synchronization

About Network Connectivity and Automated Synchronization

About Synchronization Failure

Data Download Modes

Data Upload Modes


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Installing the Required Software for the Configuration Environment

Setting Up the Basic Configuration Environment

Process of Installing Adobe Flex and Air SDKs

Locating Adobe Flex SDKs

Installing Adobe Flex SDK 3.4.1

Installing Adobe Flex SDK 3.4.0 Data Visualization Files

Installing Adobe AIR SDK

Unpacking the Configuration Projects

Process of Building the Offline Client for Life Sciences with Automated Scripts

Setting Up the Unzip Program

Verifying the Perl Installation

Configuring the FLEXPATH File Location for Adobe Flex SDK 3.4.1

Building an Application

Verifying an Application

Configuring the Offline Client for Life Sciences

Changing the URL for the Offline Client for Life Sciences

Hiding User Preferences


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Installing and Setting Up Oracle JDeveloper and Adobe Flash Builder

Installing Oracle JDeveloper

Uninstalling Oracle JDeveloper

Starting Oracle JDeveloper on Windows

Process of Setting Up Oracle JDeveloper

Importing Utility Extensions and Other Upgrades for Oracle JDeveloper

Setting User Preferences for Oracle JDeveloper

Process of Setting Up Adobe Flash Builder 4

Importing Configuration Projects for the Offline Client for Life Sciences

Setting the Installed Flex SDK Preference

Setting Workspace Preferences for Adobe Flash Builder

Verifying and Configuring the Build Order

Process of Running the Offline Client for Life Sciences Application Configuration from Adobe Flash Builder

Verifying and Building Projects

Running Offline Client for Life Sciences Applications


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Getting Started with Oracle JDeveloper

Overview of Tasks Using Oracle JDeveloper

Configuring Oracle JDeveloper for the Offline Client for Life Sciences

Changing the Search Specifications for Filter Definition Files

About Inspecting the Sales Application User Interface Definitions

Inspecting the Toolbar Definition in the Sales Application

Inspecting the Sales Application Definition

Inspecting How Pages Are Defined in the Sales Application

Inspecting How Applets Are Defined in the Sales Application

Validating Modified Definition Files

Inspecting Filter Definition Files

Validating Configured Filter Definition Files

Changing the Synchronization Interval

Configuring the Timeout Period

Changing the Authentication Validity Period

Configuring the Application Startup Timeout Variable

Inspecting Data Sources and Databases

Inspecting Local Database Tables

Inspecting the Data Sources Definition File

Logging In as a Different User and Rebuilding a Local Database


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Managing String Translations

Managing String Translations

Location of String Files

String Types and Formats

Opening a String File

Adding English Strings

Translating Strings

Using Search Functionality to Find Strings

Adding New Languages to the Sales Application

Exporting and Importing String Files

Rebuilding an Application


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Adding and Using Icons

Adding Icons

Using Icons


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Extending the Basic Content in the Sales Application

Process of Adding and Making Static Fields Available

Finding the List of Values Name for the Picklist Field

Setting the LOV for the Field Using the Filter Functionality

Adding the Field to a Form Applet

Rebuilding the Sync and Sales Applications

Process of Updating Fields in an Existing Filter Definition File

Adding a New Field

Activating the Field Using the Filter Functionality

Rebuilding the Sync Application

Verifying the LOV Name and LOV Values

Making the New Field Available in a Form

Process of Making a New Related Item Available

Identifying the Required Siebel CRM Objects

Building Business Services in Siebel Tools for Siebel CRM

Embedding the MedEd Event Custom Object Structure in the Contact Filter Definition File in Siebel CRM

Adding a New List Applet

Adding the Applet to the Contact Page

Rebuilding the Sync and Sales Applications

Adding a Joined-In Field

Adding a Drag-and-Drop Association


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Extending the Business Functions

Process of Defining Business Services

Adding a Business Service

Adding a Button to Call the Business Service

Using a Button in an Applet

Testing the New Business Service

About Validation Rules

Deactivating a Validation Rule


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Configuring Top-Level Objects

Roadmap for Creating a New Filter Definition File for a Top-Level Object

Identifying Which Siebel CRM Objects to Enable for Offline Client for Life Sciences Integration

Obtaining WSDLs from the Server

Creating a Filter Definition File Using the Filter Functionality

Adding the Filter Definition File to a Data Source

Downloading Data with the Filter Definition File

Process of Configuring Sales for a Top-Level Object from the Filter Definition File

Creating a New Label

Updating Filter Definition File Support

Creating a New List Applet

Creating a New Page Using the New Applet

Adding the New Page to the Sales Application

Adding a Button to the Sales Application Banner

Testing the New UI for the Sales Application


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Configuration Files, Filter Definitions, and Calculated Expressions

Key Configuration Files

Data Source Configuration File

Attribute Definitions of the datasources.xml File

Schema of the datasources.xml File

Example datasources.xml Files

Filter Definitions

About Filter Definition Files

Filter Definition Files Available with the Offline Client for Life Sciences

Filter Attribute Definitions

WebService and ServiceAPI Attribute Definitions

Application, Page, and Applet Definitions

Application Definition

Page Definition

Applets Definition

Calculated Expressions

Predefined Functions

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Configuration Guide for Siebel Offline Client for Life Sciences Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Legal Notices.