Siebel Remote and Replication Manager Administration Guide
What's New in This Release
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Siebel Remote Concepts
Siebel Remote Architecture
Elements in Siebel Remote Architecture
Siebel Remote Flow Diagram
Siebel Remote Data Store Components
Siebel Database Server
Siebel File System
Local Database and File System
Siebel Remote Client Software
Siebel Remote Server Components
Creating Siebel Server Directories for Mobile Web Clients
Generate New Database
Database Extract
Synchronization Manager
Transaction Processor
Transaction Router
Transaction Merger
Using Siebel Remote
About Registering a Mobile User
About Generating a Database
About Extracting a Mobile Web Client
About Initializing the Local Database
About Synchronizing a Mobile Web Client
How Changes Are Propagated to and from a Mobile Web Client
Synchronizing a Local Database with the Enterprise Database
Security and Authentication
Authentication for Synchronizing the Local Database
Providing Security Adapter Authentication for Synchronizing the Local Database
Authentication Against the Local Database
Locking and Concurrency
Conflict Detection and Resolution
Update Conflicts
Insert Conflicts
Delete Conflicts
Merge Conflicts
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Implementing Siebel Remote Server
About Virtual Memory or Swap Size for a Siebel Remote Server
Setting Siebel Remote System Preferences
CSM Logging
DBX: Vis Rules Per Statement 1
DBX: Vis Rules Per Statement N
Docking: Transaction Logging
Enterprise DB Server Code Page
LOGMGR: Vis Rules Per Statement
MRG: Docking Timestamp Source
MRG:Inter Table Conflict Res
MRG:Inter Table Merge Rule
MRG: System Conflict Resolution
MRG: Txns Per Commit
MRG: User Friendly Notification
Choosing Assignment Manager Settings for Siebel Remote
Disabling Local Access to All Views
Preventing Extraction and Synchronization of Older Data
Configuring New Dock Objects for Time Filtering
Starting Siebel Remote Server Components
Transaction Processor
Transaction Router
Transaction Merger
Synchronization Manager
Changing the Local Database Administrator Password
Generating a New Database Template
Creating a New Empty Database File
Running the Generate New Database Component
Distributing Database Templates to Siebel Remote Servers
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Setting Up Mobile Web Clients
Setting Up Mobile Web Client Hardware and Software
Enabling Network Connectivity
Establishing Autodial Preferences
Setting Synchronization Preferences
Synchronization Parameters in Configuration Files
Using TrickleSync
Setting Up TrickleSync for Users as an Administrator
Providing Credentials to Synchronize the Local Database
Enabling Encryption for Synchronization Networking
Configuring the Mobile Web Client for Local Database Password Encryption
Changing the Local Database Password
Using a Different Data Source
Registering a Mobile Web Client
Routing Rules and Dock Objects
Routing Rules
Dock Objects
Using Routing Models
Routing Model Enhancements in Siebel Release 7.7
Field Sales Representative Standard Routing Model
Field Sales Manager Standard Routing Model
Field Technician Routing Model
Senior Field Engineer Routing Model
Field Engineer Routing Model
Consultant Routing Model
Analyst Routing Model
Minimal Data Routing Model
Mobile Partner User Routing Model
Mobile Client - Standard Routing Model
Mobile Client - Extract Only Routing Model
Executive Management Routing Model
Handheld User Routing Model
Life Science User Routing Model
Selective Retrieval Routing Model
Using the Selective Retrieval Routing Model
Limiting Views Available to Mobile Web Clients
Using the Responsibilities View
Using the Views View
Creating Mobile Web Client User Accounts and Privileges
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Extracting Databases for Mobile Web Clients
Database Extraction for a Mobile Web Client
Configuring the Remote Server for Local Database Password Encryption
Database Extraction for Multiple Users
Performing a Database Extract to a CD Directory
Parameters of the Database Extract Component
Initializing a Mobile Web Client Database
Enabling the Stand-Alone Synchronizer
Viewing Session Details on Mobile Web Clients
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Configuring and Using Mobile Web Client
User Synchronization Options for Mobile Web Client
Siebel Mobile Web Client and Siebel QuickStart
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Administering Siebel Remote
Starting and Stopping Siebel Remote Server Components
Transaction Processor
Transaction Router
Transaction Merger
Monitoring Siebel Remote Operations
About Automatic Notification of Critical Conditions
Monitoring Mobile Web Client Status
Checking Siebel Remote Transaction Backlogs
Monitoring Transaction Logs
Monitoring Siebel Remote Server Operation Status
Data Synchronization
Managing Synchronization Frequency
TrickleSync Synchronization
Sending Messages to Mobile Users
Refreshing a Client Database
Deactivating and Reactivating a Mobile Web Client
Deleting a Mobile Web Client
Changing Routing Models
Adding New Mobile Users
How to Set Client-Side Logging
Event Levels
Log File Naming
Archiving
Log File Location
Event Tracing for Locking
Handling Failure and Recovery
Siebel Remote Transmission Failure
Siebel Remote Server Failure
Siebel Remote Server Media Failure
File Server Media Failure
Database Server Failure
Server Database Records Truncated or Changed
Database Server Media Failure
Siebel Client Database Failure
Recovery from Client Initialization Failure
Restoring the File System After Recovery from a Previous Image
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Siebel Remote Reports
Status Reports
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Siebel Replication Manager Concepts
Siebel Replication Manager
Comparison with Siebel Remote
Benefits of Siebel Replication Manager
Siebel Replication Manager Architecture
Routing Groups and Routing Rules
About Filtering Regional Workflows
Components of Siebel Replication Manager
Components Supported on a Regional Node
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Implementing Siebel Replication Manager
Installing a New Enterprise Server
Installing the Siebel Name Server
Installing the Siebel Server
Installing the Siebel Database Server
Installing the Siebel File System
Defining the Regional Node
Registering a Regional Node
Adding Mobile Users to the Regional Node
Extracting the Regional Database
Initializing the Regional Database
Configuring Regional Node for Mobile Web Clients
Starting Replication Agent
Setting Up Additional Application Servers on Regional Nodes
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Administering Siebel Replication Manager
Managing Mobile Users on a Regional Node
Adding Connected Users to a Regional Node
Managing Synchronization
Resolving Synchronization Conflicts
Replication Agent Parameters
Changing the Routing Group for a Regional Server
Monitoring Regional Application Servers
Managing Security and Authentication
Performing Backup and Recovery of Data
Managing Backlog in the Transaction Log Table
Deactivating and Reactivating a Regional Node
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Upgrading Regional Nodes
Upgrading the Repository for a Regional Node
Repository Upgrade with Siebel Anywhere
Repository Upgrade Without Siebel Anywhere
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Troubleshooting Remote and Replication Manager
Setting Up Remote Server and Remote Clients
About Merge Conflicts Related to Assignment Manager
Distinguishing Between Harmless and Meaningful Merge Conflicts
Troubleshooting Synchronization Manager
SynchMgr Situation
FAQ: What to Do with an Initialization or Synchronization Problem
FAQ: Long Initialization/Synchronization Times
FAQ: Cannot Connect to Server During Synchronization
What to Do When Transaction Merger Fails
Users Who Cannot See Records When Connected Locally
How to Handle a Large Transaction Backlog
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Client-Side Merge Issues on the Server
Definition of the Problem
Solution
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Docking Object Changes
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Routing Models for Financial Services
Using Routing Models in Siebel Financial Services
Analyzing the Use of Routing Models
Descriptions of Financial Services Routing Models
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