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Setting Up Developers as Mobile Users

After installing Siebel Tools, the Siebel server, and other necessary software in the development environment, developers need to be set up as mobile users. As mobile users, developers can store copies of the Siebel database (including the Siebel repository) on their local machines. They can check out objects from the server repository, configure and test on their local machines, and then check objects back into the server.

For information about installing software, see Siebel Installation Guide for the operating system you are using.

For more information about the check in and check out processes, see Using Siebel Tools.

To set up developers as mobile users

1. Install Siebel Tools on all developers' machines, in a directory separate from the Siebel Client.

   For example, if you have installed your Siebel Client in C:\siebel\clnt, install Siebel Tools in C:\siebel\tools. This makes sure that the development and run-time environments are distinct and makes sure that if you use Siebel Remote in both environments, the two installations do not conflict.

   For more information about installing Siebel Tools, see Siebel Installation Guide for the operating system you are using.

2. Verify that each developer has a valid user name and password for the Siebel development database server.

   In most cases, their employee logins and passwords will also be their database server user names and passwords.

3. Using a Siebel application client connected to the development server database, create an Employee record and a Mobile User record for each developer.

   Use the developer's first and last names for the employee first and last names. Use a standard naming convention, such as first initial and last name, for the logon name. This makes it easy to identify who has locked a project.

   NOTE:  Password encryption interferes with project check-in and checkout. You must disable password encryption in the client or configuration file when running Siebel Tools if you will be checking projects in and out.

   For detailed instructions on setting up mobile users, see Siebel Remote and Replication Manager Administration Guide.

4. Grant each developer a position and a responsibility.

   Grant each developer the Developer and Siebel administrator responsibilities. You may also create a responsibility with access to all views except the System, Service, and Marketing Administration views to prevent unintended changes to important system preferences. You can use a common position for all developers, but, for testing purposes, you should also set up an organization structure that models the business.

   NOTE:  If you do not grant the user the Developer responsibility, drilldowns will not be activated in the Tools client.

   For more information on setting up employees, see Applications Administration Guide.

   For more information on setting responsibilities, see Security Guide for Siebel eBusiness Applications.

5. On the Siebel Server, generate a database template.

   Set the value of the SQL Anywhere Database parameter to sse_utf8_internal.dbf. The database template sse_utf8_internal.dbf is used for developers only; the default database template is used for Mobile users is sse_utf8.dbf.

   NOTE:  If sse_utf8_internal.dbf does not exist in the SIEBEL_ROOT\dbtmpl directory, copy sse_utf8.dbf and rename the copy to see_utf8_internal.dbf.

   For detailed instructions on how to generate database templates and set component request parameters, see Siebel Remote and Replication Manager Administration Guide.

6. On the Siebel Server, extract each developer's local database using the Database Extract component.

   Database Extract creates a template for the developer's local database that is populated only with business data, not repository data. All enterprise-visible data is extracted into this template, together with any limited-visibility data (contacts, accounts, opportunities, and so on) to which this user has access.

   For detailed instructions on how to run Database Extract server task, see Siebel Remote and Replication Manager Administration Guide.

7. Initialize the Developer's Mobile Client Database by double-clicking the Siebel Tools icon and connecting to the local database.

   A message appears saying that the local database is not found.

8. To start the initialization process click Yes.
9. In the Siebel Remote Parameters dialog box, enter the Siebel developer logon created in Step 3 and an appropriate password.

   The initialization program creates the sse_data.dbf local database in the \local directory of your Siebel Tools installation, for example c:\siebel\tools.

10. Do an initial get of all projects on each local database.

    For more information about performing a Get, see Using Siebel Tools.