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Installing the Siebel Handheld Application

There are two ways to install software onto any Windows-powered handheld device. The first is to create a partnership between a desktop or laptop PC and the handheld device using Microsoft ActiveSync. The second is to install the Siebel Handheld application from some type of external media.

The steps in this procedure apply to both companion synchronization and Direct Server Synchronization. For more information about Direct Server Synchronization and setting filters, see Data Filtering for Siebel Handheld Applications.

NOTE:  Often, a Direct Server Synchronization user does not have access to a PC for creating a partnership with her or his handheld device. In such cases, an administrator must create a temporary partnership with each user's device and install the Siebel Handheld application. You can install it in Direct Server Synchronization mode with the Siebel Installer as described in this topic.

This task is a step in Process of Installing, Reinstalling, or Upgrading a Siebel Handheld Application.

To install the Siebel Handheld application

1. Using Microsoft ActiveSync, establish a partnership between the handheld device and the PC.
2. On the PC network or DVD-ROM, locate the folder where the Siebel Handheld Application folder is installed, then double-click setup.exe.

   The installation process begins.

3. Follow the directions that appear on screen to complete the installation.
4. After installing the Siebel Handheld application, and before using it, perform an initial synchronization. If you are using Companion Synchronization to synchronize your data, synchronize the Siebel Handheld application database with the Siebel Remote database. See Synchronizing Data on Your Handheld Device.

   NOTE:  Before using the Siebel Handheld application, you must synchronize the handheld device to download the Siebel Handheld application configuration and populate the Siebel Handheld application database. Therefore, an administrator can install the Siebel Handheld application for a user, but the synchronization must occur while a user is logged in to the Siebel Handheld application with a valid username and password.