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Configuring TrickleSync from the Remote Client


You can configure TrickleSync from a remote client that is initialized.

To configure TrickleSync from the remote client

  1. Log in to the remote client.
  2. Verify that the local database is initialized.
  3. Verify that Siebel Remote added the Siebel TrickleSync program to the Windows Startup Group during installation.

    If not, copy it from the Siebel Program group. This allows the TrickleSync agent to start when the Windows session starts.

  4. Log in to the local database.

    For more information, see Logging in to the Local Database.

  5. Navigate to the User Preferences screen, and then the DB Synchronization view.
  6. In the TrickleSync section of the TrickleSync form, define the TrickleSync options.

    For more information, see TrickleSync Options That You Can Specify.

  7. In the Synchronization Frequency section of the TrickleSync form, choose a frequency from the Synchronization Frequency list, and then use the other fields to further define the frequency.

    For more information, see Options for Configuring How Frequently Siebel Remote Uses TrickleSync.

  8. Optional. Configure a reminder:
    1. In the Synchronization Reminder section of the TrickleSync form, make sure the Enable Synchronization Reminder check box contains a check mark.
    2. In the Max Days Between Sync Sessions field, choose the number of days to wait before displaying the Synchronization Reminder dialog box, assuming that the remote client is running and no synchronization has occurred during the specified number of days.

      The reminder displays the following message:

    Do database synchronization now?

    The user can reply accordingly.

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