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Siebel Remote and Replication Manager Administration Guide
What's New in This Release
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About Siebel Remote
Overview of Siebel Remote
Siebel Mobile Products
Siebel Remote Architecture
Overview of the Siebel Remote Architecture
Siebel File System
Local Database and File System
Siebel Remote Client Software
Mobile Web Client
Requirements for the Remote Client
Flow of Data Through the Architecture
Siebel Server Usage
Validation and Authentication
Synchronization Validation
Security Adapter Authentication
Password Authentication
Field Encryption
Local Database Creation and Synchronization
Local Database Creation, Extraction, and Initialization
Local Database Synchronization
How Siebel Remote Propagates Changes to a Local Database
Automatic Synchronization with Store and Forward Messaging
Dock Objects and Routing Models
Dock Objects
Routing Rules
Routing Models
Selective Retrieval Routing Model
Locks, Concurrency, and Conflicts
Locking and Concurrency
Conflict Detection and Resolution
Other Considerations for Design and Development
Roadmap for Implementing Siebel Remote
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Configuring the Siebel Server
Process of Configuring the Siebel Server
Configuring Server Properties and Environment Variables
Configuring Virtual Memory for the Siebel Server
Configuring Server Environment Variables for DB2 for z/OS
Process of Configuring System Preferences for the Siebel Server
Process of Completing the Remote System Preferences Form
Configuring System Preferences for Transaction Logging
Configuring System Preferences for Timestamps
Configuring System Preferences for Resolving Conflicts
Configuring Server Components for Synchronization and Transactions
Running the Generate New Database Server Component
Creating a New Database for Siebel Remote
Distributing Database Templates to Siebel Servers
Changing the Password of the Local Database Administrator
Using a Character Data Type with an Extension Column
Configuring the Collating Sequence
Encrypting the Local Database
Options for Configuring the Siebel Server
Using Assignment Manager to Reduce Traffic
Using Time Filters to Prevent Sending Old Data
Disabling Local Access to Certain Views
Optimizing the Transaction Processor Server Component
Optimizing the Transaction Router Server Component
Optimizing the Transaction Merger Server Component
Optimizing Server Components
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Configuring the Remote Client
Process of Configuring the Remote Client
Configuring the Hardware, Software and Network
Modifying the Configuration File
Creating a Remote Client
Using an Administrative View to Create a Remote Client
Using EIM to Create Multiple Siebel Remote Clients
Process of Configuring Encryption and Authentication for the Remote Client
Configuring the Encryption Type
Configuring Encryption for the Local Database Password
Creating Accounts and Passwords
Changing the Local Database Password
Controlling the Data That Siebel Remote Routes to Clients
Using Selective Retrieval to Route Data
Using Responsibilities to Route Data
Modifying a Routing Model
Limiting the Views That a Remote Client Displays
Limiting Access to a View by Modifying the User Responsibilities
Limiting Access to a View by Modifying a Responsibility That Contains a Routing Model Suffix
Limiting Access to a View for All Responsibilities
Limiting Access to the Global Accounts View
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Extracting and Initializing a Remote Database
Process of Extracting the Server Database
Verifying the Reporting Hierarchy and Employee Status
Extracting the Server Database
Options for Extracting the Server Database
Extracting a Database for Multiple Users
Extracting a Database for Hundreds of Users
Running Multiple Instances of Database Extract
Using a Transaction Log to Optimize Performance
Setting Encryption on the Local Database Password
Setting Encryption on the Local Database Password for a Developer
Extracting a Database to a CD-ROM or Other Portable Media
Truncating the dobjinst.dbf Database Tables
Saving Transactions That Siebel Remote Does Not Include in an Extract
Extracting a Database for Use with Siebel Tools
Initializing the Local Database
Options for Initializing the Local Database
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Synchronizing the Remote Client
Synchronizing the Remote Client
User Preferences for Synchronization
About the Siebel Remote Dialog Box
Options for Synchronizing and Starting the Remote Client
Configuring the Remote Client to Automatically Synchronize
Using the Stand-Alone Synchronizer
Deploying a Predefined Routing Model
Configuring Siebel Remote to Use Siebel QuickStart to Start the Remote Client
Setting Parameters on the Connect String of the Local Database
Using Synchronization Manager to Manage the Cache
Configuring TrickleSync
Configuring TrickleSync from the Siebel Server
Configuring TrickleSync from the Remote Client
Options for Configuring TrickleSync
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Monitoring and Reporting
Monitoring and Logging for Siebel Remote
Naming Conventions for Log Files
Automatic Notification of Critical Conditions
Monitoring the Transaction Backlog
Monitoring Various Transaction Logs
Monitoring the Status of the Siebel Server
Configuring Traces for a Server Component
Configuring Logs on the Remote Client
Using Siebel Audit Trail with Siebel Remote
Viewing Reports
Viewing Reports for Synchronization Sessions
Viewing Administrative Status Reports
Viewing Reports on the Remote Client
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Administering Siebel Remote
Performing Basic Configuration and Administrative Tasks
Process of Administering Siebel Remote
Administering Server Components for Siebel Remote
Using the Administrative Interface to Administer Server Components
Using the Command Line Interface to Administer Server Components
Managing Synchronization
Determining How Frequently to Perform Synchronization
Optimizing Transaction Routing by Extracting All Remote Clients
Sending a Message to a User During Synchronization
Administering the Remote Client
Adding a New Remote Client
Deactivating a Remote Client
Reactivating a Remote Client
Deleting a Remote Client
Resetting the Password of a Remote Client
Refreshing the Local Database of a Remote Client
Moving Remote Clients to a Different Siebel Server
Changing the Routing Model for a Remote Client
Maintaining Siebel Remote
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Implementing Replication Manager
Overview of Replication Manager
Hierarchy of a Replication Manager Implementation
How Replication Manager Uses Routing Groups
Server Components That Replication Manager Uses
Support for Siebel Server Features on a Regional Node
How Replication Manager Filters a Regional Workflow
Process of Implementing Replication Manager
Installing Servers and File Systems on the Headquarters Node
Installing Servers and File Systems on the Regional Node
Installing the Server Database Configuration Utilities on the Regional Node
Installing the Siebel File System on the Regional Node
Defining the Regional Node
Extracting the Regional Database
Extracting the Regional Database by Using the Single Thread Option
Extracting Regional Databases in Parallel
Options for Extracting the Regional Database
Initializing the Regional Database
Recovering from a Failure While Initializing a Regional Database
Configuring the Regional Node to Support Remote Clients
Configuring the Replication Agent Server Component
Starting and Stopping the Replication Agent Server Component
Setting Tasks to Start Automatically for the Replication Agent when the Siebel Server Starts
Using Replication Agent to Control Synchronization
Resolving Synchronization Conflicts
Installing Another Siebel Server on the Regional Node
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Administering Siebel Replication Manager
Process of Administering Siebel Replication Manager
Adding a Connected User to a Regional Node
Adding a User to a Regional Node
Deleting a Remote Client from a Regional Node
Managing Synchronization for a Regional Node
Changing the Routing Group for a Regional Node
Deactivating a Regional Node
Reactivating a Regional Node
Upgrading a Regional Node
Changing Authentication for Replication Manager
Maintaining Replication Manager
Guidelines for Performing Administrative Work
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Troubleshooting Siebel Remote
Troubleshooting a Merge Problem
Troubleshooting an Assignment Manager Merge Problem
Troubleshooting a Transaction Merger Problem
Troubleshooting a Synchronization Manager Problem
Troubleshooting a Problem That Synchronization Manager Logs in the Log File
Troubleshooting an Initialization or Synchronization Problem
Troubleshooting an Initialization or Synchronization That Requires too Much Time to Complete
Troubleshooting a Bad Connection During Synchronization Problem
Troubleshooting a Problem Where the User Cannot View Records Locally
Troubleshooting a Large Transaction Backlog Problem
Recovering from a Failure
Recovering from a Failed Siebel Server
Recovering from Failed Media That Resides on the Siebel Server
Recovering from Corrupted Transactions That Reside on the Siebel Server
Recovering from a Failed Server Database
Recovering from Truncated or Deleted Server Database Records
Recovering from Failed Media That Resides on a File Server
Restoring the File System After Recovering from a Previous Image
Recovering from a Failed Local Database
Recovering from a Failed Client Initialization
Recovering from a Failed Transmission
Using Troubleshooting Utilities
Using the Endtxnutl Utility to Adopt Orphaned Records
Using the Txnskip Utility to Examine Skipped Transactions
Using the Txnutl Utility to Examine Corrupt Transactions
Using the Txnutlr Utility to Create Statistics
Using the Visutl Utility to Determine Visibility for a User
Configuring Session Parameters for a Utility
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Changes to Dock Objects
Dock Objects That Oracle Changed
Dock Objects That Oracle Added
Dock Objects That Oracle Discontinued
Visibility Rules That Oracle Changed
Visibility Rules That Oracle Removed in Siebel CRM Version 7.8
Visibility Rules That Oracle Added in Siebel CRM Version 7.8
Visibility Rules That Oracle Removed in Siebel CRM Version 8.0
Visibility Rules That Oracle Added in Siebel CRM Version 8.0
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Predefined Routing Models
Predefined Routing Models for Siebel Remote
Predefined Routing Models for Siebel Financial Services
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Reference Materials for Siebel Remote
Values for System Preferences
Server Component Parameters
Parameters of the Synchronization Manager Server Component
Parameters of the Transaction Processor Server Component
Parameters of the Transaction Router Server Component
Parameters of the Transaction Merger Server Component
Parameters of the Generate New Database Server Component
Parameters of the Database Extract Server Component
Parameters of the Replication Agent Server Component
Field Descriptions for Administration Screens
Standardized Administrative Reports
Siebel Server Features on a Regional Node
Parameters of the Regional Database Initialization Program
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