Implementing the Clients

Downloading and Installing the Pocket PC Synchronization Client

To use the synchronization with Oracle Sales you need to install the client on your Pocket PC.

Prerequisites

Steps

  1. Open Internet Explorer on your handheld device.

  2. Go to the URL for Applications login for your environment.

  3. Enter your username and password. You are taken directly to Oracle Sales.

  4. Select Pocket Outlook Client Download from the menu.

  5. Click the link for Step 1 in the browser page.

  6. In the Download window, deselect Open File After Download. Download the file.

  7. In the browser page, select the link in Step 2.

  8. In the Download window, leave Open File After Download selected. Download the file.

    The client loads and installs automatically in your Pocket PC.

When the server version of the synchronization software is upgraded to a new version, (for example, from version 1.0 to 2.0) all users need to download the new version in order to remain compatible with the server and be able to perform synchronizations. Changes in build number do not cause incompatibility.

Downloading and Installing the Desktop Outlook Synchronization Client

Download the client to be able to synchronize appointments, tasks, and contacts between Microsoft Outlook on your desktop and Oracle Sales.

To initialize custom category

If you have your own custom category added to the Master Category List, then proceed with the installation steps. If you do not have your own custom category added to the Master Category List, then you need to create one and remove it using the following steps.

  1. In Outlook select Edit > Categories from the menu .

  2. Click Master Category List.

  3. Add a new Category called Outlook Category.

  4. Click Add.

  5. Click OK.

  6. Click Master Category List.

  7. Select Outlook Category from the list.

  8. Click Delete.

  9. Click OK.

  10. Click OK.

Installation Steps

  1. Login to Oracle Applications and select your Sales User responsibility.

  2. On the Dashboard, go to Preferences > Outlook Synchronization > Client Download.

  3. Follow the instructions on the page.

Your Outlook toolbar includes "Oracle Sales Synchronization" which launches the synchronization program.

If you see a security permission message while synchronizing, answer Yes to continue the synchronization.

When the server version of the synchronization software is upgraded to a new version, (for example, from version 1.0 to 2.0) all users need to download the new version in order to remain compatible with the server and be able to perform synchronizations. Changes in build number do not cause incompatibility.