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 That Siebel Remote Supports

About Using This Book

How This Book Indicates Computer Code and Variables

How This Book Describes Objects

Getting Help from Oracle

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Architecture of Siebel Remote

Overview of the Siebel Remote Architecture

How Siebel Remote Flows Data Through the Architecture

How Siebel Remote Uses Siebel Servers

Server Components That Siebel Remote Uses

How Siebel Remote Uses Mobile Web Clients

How Siebel Remote Handles Files on Remote Clients

Requirements for Remote Clients

Configuration Options That You Can Specify for Remote Clients

Synchronization Options That Users Can Choose

How Siebel Remote Uses TrickleSync to Manage Synchronization Frequency

Visibility Modifications That Affect Access to Records

Remote Client Usage in a Development Environment

How Siebel Remote Creates Local Databases

How Siebel Remote Creates Local Databases

How Siebel Remote Extracts Local Databases

How Siebel Remote Initializes Local Databases

How Siebel Remote Synchronizes Local Databases

Overview of How Siebel Remote Synchronizes Local Databases

How Siebel Remote Synchronizes Data That Users Modify

How Siebel Remote Resolves Conflicts in Data It Synchronizes

How Siebel Remote Synchronizes File Attachments

How Siebel Remote Automatically Synchronizes Information

How Siebel Remote Manages the Amount of Data it Synchronizes

How Siebel Remote Filters the Data It Synchronizes

How Siebel Remote Validates and Authenticates Information

How Siebel Remote Validates Synchronization

How Siebel Remote Uses Security Adapter Authentication

How Siebel Remote Authenticates Passwords

How Siebel Remote Encrypts Fields

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

Setting the Password for 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 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 Siebel 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

Setting 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 Views by Modifying Responsibilities

Limiting Access to Views by Disabling Local Access in Routing Model Responsibilities

Limiting Access to Views 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

Doing 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 Synchronize

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

Modifying the Routing Model for a Remote Client

Maintaining Siebel Remote

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About 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

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Implementing Replication Manager

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

Modifying the Routing Group for a Regional Node

Deactivating a Regional Node

Reactivating a Regional Node

Upgrading a Regional Node

Modifying Authentication for Replication Manager

Maintaining Replication Manager

Guidelines for Doing 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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Modifications to Dock Objects

Dock Objects That Oracle Modified

Dock Objects That Oracle Added

Dock Objects That Oracle Discontinued

Visibility Rules That Oracle Modified

Visibility Rules That Oracle Removed in Version 7.8

Visibility Rules That Oracle Added in Version 7.8

Visibility Rules That Oracle Removed in Version 8.0

Visibility Rules That Oracle Added in 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

Predefined Administrative Reports

Siebel Server Features on a Regional Node

Parameters of the Regional Database Initialization Program

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