Siebel Sales Handheld Guide for Windows-Powered Devices
Introduction
How This Guide Is Organized
Additional Resources
Revision History
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Overview
Siebel Handheld
Functional Differences
Using Siebel Tools
Filtering
Deploying
Backing Up and Restoring Data
Synchronization Overview
Synchronization Methods and Architecture
Configuring the Siebel Handheld Client Application
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Application Development
Architectural Overview
Unsupported Features
Multi-Value Groups (MVG)
Functions
Defining User Functionality
General Guidelines
Taking Advantage of the Handheld Device
Creating a Handheld Project
Designing Screens and Views
Multiple Applet Views
Drill-down Only Views
Applet Focus Behavior
Views with Associated Print Templates or Reports
Configuring User Interface Elements
List Applets
Form Applets
Auto Pop-Up Lists
Home Page Applets
Buttons
Menu Bar
Toolbars
Status Bar
Hyperlinks
Preventing Synchronization Conflicts
Recommended Configuration Guidelines
Compiling the Application
Configuring Printing from the Handheld
Defining Documents
Designing Print Applets
Configuring Applets for Printing
Configuring Print Buttons
Creating Print Templates
Testing the Handheld Application
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Application Administration
Assigning User Responsibilities
Administering Handheld Views
Adding Views to the Application
Specifying Default Views in the Configuration File
Preventing Synchronization With Another Handheld Device
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Data Filtering
Types of Data Filters
Developing Data Filters
Query by Example Filters
Adding Business Component Filters
Filtering Out List of Values
Predefined Query Filters
General and Default PDQ Filters
All Records PDQ
Summary of PDQ Filter Availability
Sales Handheld PDQ Filters
Administration of PDQ Filters
Companion Deployments
Stand-Alone Deployments
Filtering Data for Pick Applets
Configuration File Directives
Examples of Business Object Declarations
Designating Visibility
Overriding the Popup Visibility
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Deployment
Scripting
Server Installation
Server Topology Overview
Recommended Hardware and Network Configuration
Server Installation for Direct Server Sync
Configuring Server Logging Levels
Optimizing Server Process Management
Synchronization Performance and Scalability
Mobile Web Client Installation
Handheld Device Installation
Editing the Installation Configuration File
Enabling Database Backup
Setting up Installation on a CompactFlash Card
Configuring Handheld Logging Parameters
Changing the DSS URL on Devices
Installing Print Templates
Installing from External Media
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Synchronization Conflict Handling and Recovery
Preventing Synchronization Transaction Conflicts
Extended Pick Processing
Enabling Extended Pick Processing
Extended Insert Processing
Recovering Data with Siebel Handheld Journaling
Location and Name of Journal Log Files
Companion Sync Journal Files
Automatic Forwarding of Journal Log Files
Concatenating Journal Log Files
Macro Constants
Viewing Transaction Errors
Using the Journal Viewer
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Installing the Handheld Application
Installing on the Handheld
Installing for Companion Sync Users
Installing for Direct Server Sync Users
Reinstalling or Upgrading the Handheld Application
Uninstalling the Handheld Application
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Working with Siebel Handheld Applications
Components of the Handheld Interface
Screens Menu
Show Drop-Down List
Application-Level Menu
Queries Drop-Down List
Siebel Toolbar
Customizing the Toolbar
Minimize Button
Status Bar
Navigating the Handheld Interface
Screens Menu
Show Drop-Down List
More Info View
Toggling Between Applets
Expandable Fields
Navigating a List of Records
History Arrows
Record Navigation Buttons
Entering Data
Working with Columns
Finding and Querying Data
Printing
Exporting Data
Calendar and Calendar Views
Setting User Preferences
Backing Up and Restoring Data
Automatic Backup After Synchronization
Backing Up Data
Restoring Data from a Backup
Synchronizing Data
Using Siebel Handheld Synchronization
Using Companion Synchronization
Synchronizing the Handheld for Companion Sync Users
Using Direct Server Synchronization
Troubleshooting
Improving Application Performance
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Using Siebel Sales Handheld
Siebel Sales Handheld Overview
Business Scenario
Adding Contacts
Associating Contacts with Opportunities
Business Scenario
Creating Accounts
Associating Activities with Accounts
Associating Opportunities with Accounts
Business Scenario
Creating Opportunities
Sales Methods
Associating a Contact with an Opportunity
Associating a Product with an Opportunity
Opportunity Quotes
Managing Customer Relationships
Activities Overview
Business Scenario
Creating Activities
Delegating Activities
Associating Contacts with Activities
Adding General Activities Using Calendar
Developing Quotes
Business Scenario
Creating Quotes
Using Auto Quote
Adding Quote Items
Printing Quotes
Managing Orders
Creating Orders
Adding Order Line Items
Entering Terms and Totals
Tracking Expenses
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Troubleshooting
Installation
Client Installation, Backup, and Restore
Synchronization
Companion Sync Checklist
Direct Server Sync Checklist
Re-synchronizing Problems
Log Files
Direct Server Sync Log Files
Companion Sync Log Files
Handheld Device Logs
SQLTrace
End User Error Messages
Web Server Timeout Errors
Performance
Client Performance
Server Performance
Network Performance
Siebel Services
Siebel Professional Services
Siebel Expert Services
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Screens and Views
Screens and Views
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Business Components and Classes
Business Components
Business Component Classes
Applet Classes
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User Properties and Methods
User Properties
Methods
AutoQuote
AutoOrder
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Print Tagging Language
Overview
Applet
Cell
Comment
Divider
EndOfLine
Footer
Format
GetCount
GetDate
GetField
GetRegistry
GetTime
GetTotal
Header
Page Break
Picture
SetVariable
Static Text
Title
Print Template File Examples
Using Variables in Print Templates
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Print Configuration Settings
Overview
MarginBottom
MarginLeft
MarginRight
MarginTop
PaperHeight
PaperSize
PaperWidth
PrinterBaudrate
PrinterCompressed
PrinterDensity
PrinterDither
PrinterDraftMode
PrinterFormFeed
PrinterHandshake
PrinterOrientation
PrinterPort
PrinterType
Default Printing Settings
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