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Siebel Sales Handheld Guide
What's New in This Release
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Overview of Siebel Sales Handheld
About Siebel Handheld
Overview of Siebel Handheld Synchronization
Siebel Handheld Synchronization Methods and Architecture
Handheld Synchronization Servers
Overview of Siebel Handheld Client Application Configuration
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Application Development
Overview of Siebel Handheld Architecture
Unsupported Features for Siebel Handheld
Installing the Siebel Handheld Client
About Defining User Functionality in Siebel Handheld
Configuration Guidelines for Siebel Handheld
About Creating Siebel Handheld Projects
Designing Screens and Views for Siebel Handheld
Configuring User Interface Elements in Siebel Handheld
Configuring List Applets for the Handheld Client
Configuring Form Applets for the Handheld Client
Using Auto Pop-Up Lists in the Handheld Client
About Home Page Applets in Siebel Handheld
About Buttons in Handheld
About the Menu Bar in Handheld
About Toolbars in Handheld
About the Status Bar in Handheld
About Hyperlinks in Handheld
Preventing Synchronization Conflicts with Siebel Handheld
Recommended Configuration Guidelines for Siebel Handheld
Compiling the Siebel Handheld Application
Configuring Printing from the Siebel Handheld Application
Defining Documents for Handheld
Designing Print Applets for Handheld
Configuring Applets for Printing for the Handheld Application
Configuring Print Buttons for the Handheld Application
Creating Print Templates for the Handheld Application
Configuring Business Object Filters in Siebel Handheld
Enabling Signature Capture in Siebel Handheld
Testing the Siebel Handheld Application
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Application Administration
Overview of Siebel Handheld Administration Screens
Setting Up Users in Siebel Handheld
Assigning User Responsibilities to Siebel Handheld Users
Administering Siebel Handheld Views
Adding Views to the Handheld Application
Specifying Views for the Handheld Application
Setting Business Component Filters for Siebel Handheld Users
Setting Business Object Filters for Siebel Handheld Users
Administering Barcode Settings for Siebel Handheld
Creating New Barcode Definitions for the Handheld Application
Enabling Applications Views for Barcode Scanning
About Monitoring Synchronization Sessions for Siebel Handheld
Monitoring Synchronization Sessions for Siebel Handheld
Obtaining Error Details from Siebel Handheld Synchronization Sessions
Obtaining Business Component Information from Siebel Handheld Synchronization Conflicts
Obtaining an Audit Trail for Siebel Handheld Synchronization Sessions
Acting Upon Synchronization Errors in Siebel Handheld
Administering Server Components for Siebel Handheld
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Data Filtering
Developing Data Filters for Handheld
General and Default Business Object Filters
Siebel Sales Handheld Business Object Filters
Recommendation for Managing Handheld Business Object Filters
Companion Deployments
Stand-Alone Deployments
Filtering Data for Pick Applets
Configuration Directives
Examples of Business Object Declarations
Designating Visibility
Overriding the Popup Visibility
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Deployment of Siebel Handheld
Scripting in the Siebel Handheld Client
Overview of Server Installation in Support of the Siebel Handheld Client
Process of Server Installation for Siebel Handheld Direct Server Sync
About Siebel Handheld Synchronization Performance and Scalability
Siebel Mobile Web Client Installation
Process for Installing the Siebel Handheld Application
Editing the Handheld Application Installation Configuration File
Enabling Handheld User Database Backup
Installing Print Templates in the Siebel Handheld Install Directory
Setting up Siebel Handheld Application Installation on a CompactFlash Card
Setting the Siebel Handheld Application Restart Parameter
Changing the SyncURL on Siebel Handheld Devices
Installing the Siebel Handheld Application from External Media
Distributing Siebel Handheld Application Patches
Deploying Patches to the Handheld Application with Direct Server Sync
Deploying Handheld Application Patches with Companion Sync
Creating Handheld Application Upgrade Kits to Remotely Deploy Patch Files
Downloading Patches to the Handheld Device
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Synchronization Conflict Handling and Recovery with Handheld
Preventing Synchronization Transaction Conflicts with Siebel Handheld
Extended Pick Processing in Siebel Handheld
Enabling Extended Pick Processing in Siebel Handheld
Extended Insert Processing in Siebel Handheld
Recovering Error Data in Siebel Handheld
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Installing the Handheld Application
Preparing To Upgrade From a Previous Siebel Handheld Release
Installing on the Siebel Handheld Application
Installing Handheld for Companion Sync Users
Installing Handheld for Direct Server Sync Users
Reinstalling the Siebel Handheld Application
Uninstalling the Siebel Handheld Application
Preparing the Siebel Handheld Application for Barcode Scanning
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Working with Siebel Handheld Applications
Components of the Siebel Handheld Interface
Navigating the Siebel Handheld Interface
Navigating a List of Records in the Siebel Handheld Application
Entering Data with the Siebel Handheld Application
Working with Columns in the Handheld Client
Finding and Querying Data in the Siebel Handheld Application
About Find in Handheld
About Queries in Handheld
Printing with the Siebel Handheld Application
Exporting Data with the Siebel Handheld Application
Calendar and Calendar Views in the Siebel Handheld Application
Setting User Preferences in the Siebel Handheld Application
Backing Up and Restoring Data with the Siebel Handheld Client
Synchronizing Data on the Siebel Handheld Device
Using Siebel Handheld Synchronization with the Handheld Client
Using Companion Synchronization with the Handheld Client
Synchronizing the Handheld Client for Companion Sync Users
Using Direct Server Synchronization with the Handheld Client
Synchronization Troubleshooting with the Siebel Handheld Client
Improving Siebel Handheld Application Performance
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Using Siebel Sales Handheld
About Using Siebel Sales Handheld
About Managing Contacts in Siebel Sales Handheld
Scenario for Managing Contacts in Sales Handheld
Adding Contacts in Sales Handheld
Associating Contacts with Opportunities in Sales Handheld
Managing Accounts in Siebel Sales Handheld
Scenario for Managing Accounts in Sales Handheld
Creating Accounts in Sales Handheld
Associating Activities with Accounts in Sales Handheld
Associating Opportunities with Accounts in Sales Handheld
Developing Opportunities in Siebel Sales Handheld
Scenario for Developing Opportunities in Sales Handheld
About Creating Opportunities in Sales Handheld
About Sales Methods in Sales Handheld
Associating a Contact with an Opportunity in Sales Handheld
Associating a Product with an Opportunity in Sales Handheld
About Opportunity Quotes in Sales Handheld
Managing Customer Relationships in Siebel Sales Handheld
About Activities in Sales Handheld
Scenario for Managing Activities in Sales Handheld
Creating Activities in Sales Handheld
Delegating Activities in Sales Handheld
Associating Contacts with Activities in Sales Handheld
Adding General Activities Using the Calendar in Sales Handheld
Developing Quotes in Siebel Sales Handheld
Scenario for Developing Quotes in Sales Handheld
Creating Quotes in Sales Handheld
Using Auto Quote in Sales Handheld
Adding Quote Items in Sales Handheld
Printing Quotes in Sales Handheld
Managing Orders in Siebel Sales Handheld
Creating Orders in Sales Handheld
Adding Order Line Items in Sales Handheld
Entering Terms and Totals in Sales Handheld
Tracking Expenses in Sales Handheld
Creating an Expense Report in Sales Handheld
Submitting an Expense Report in Sales Handheld
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Troubleshooting
Installation
Client Installation, Backup, and Restore
Synchronization
Companion Sync Checklist
Direct Server Sync Checklist
Re-synchronizing Problems
Log Files
SQLTrace
End User Error Messages
Web Server Timeout Errors
Performance
Siebel Services
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Screens and Views
Screens and Views
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Business Components and Classes
Supported Business Components for Siebel Handheld
Business Component Classes
Applet Classes
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User Properties and Methods
User Properties
Global User Properties
Methods
AutoQuote
AutoOrder
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Print Tagging Language
Overview of Siebel Handheld Print Tagging Language
Applet
Cell
Comment
Divider
EndOfLine
Footer
Format
GetCount
GetDate
GetField
GetRegistry
GetTime
GetTotal
Header
Page Break
Picture
SetVariable
Static Text
Title
Using Variables in Print Templates
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Print Configuration Settings
Overview of Siebel Handheld Print Configuration Settings
MarginBottom
MarginLeft
MarginRight
MarginTop
PaperHeight
PaperSize
PaperWidth
PrinterBaudrate
PrinterCompressed
PrinterDensity
PrinterDither
PrinterDraftMode
PrinterFormFeed
PrinterHandshake
PrinterOrientation
PrinterPort
PrinterType
Default Printing Settings
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