Siebel Remote and Replication Manager Administration Guide > Configuring the Remote Client > Controlling the Data That Siebel Remote Routes to Clients >

Using Selective Retrieval to Route Data

You can assign a remote client to the Selective Retrieval routing model. You can also assign the user to a responsibility that corresponds to the Selective Retrieval routing model, such as the Selective Retrieval Routing Model responsibility.

For more information about:

• Selective retrieval, see Selective Retrieval Routing Model.
• Assigning a routing model when you register a remote client, see Configuring the Remote Client to Automatically Synchronize.
• Changing a routing model, see Changing the Routing Model for a Remote Client.
• Assigning a responsibility, see Siebel Security Guide.

Enabling a Record for Selective Retrieval as a User

This topic describes how to enable a record for selective retrieval while logged in as a user.

To enable a record for selective retrieval as a user

1. Log in to the Siebel application using a direct connection to the Siebel Server.

   Do not log in with a connection to the local database. Use the User ID that is associated with the remote user that you must enable for selective retrieval.

2. Navigate to the screen that contains the record you must synchronize.

   Supported screens include Accounts, Contacts, Opportunities, Projects, and Service Requests.

3. Navigate to a standard view for the chosen screen.

   For example, the My Accounts view or the All Accounts view of the Accounts screen, or the Project List view of the Projects screen.

4. Query for the record that you must include in future synchronizations.
5. In the list or in the form that the Siebel application displays for the record, click Menu, and then choose Make Available Offline.

Disabling a Record for Selective Retrieval as a User

This topic describes how to disable a record for selective retrieval while logged in as a user.

To disable a record for selective retrieval as a user

1. Do Step 1 except log in to the Siebel application using a direct connection to the Siebel Server or the local database.
2. Do Step 2 through Step 5 except choose the Make Unavailable Offline menu item.

Enabling a Record for Selective Retrieval as an Administrator

This topic describes how to enable a record for selective retrieval while logged in as an administrator.

To enable a record for selective retrieval as an administrator

1. Log in to the Siebel Server with administrator privileges.

   For more information, see Logging In to the Siebel Server as an Administrator.

2. Navigate to an administration view that displays the record you must synchronize:
   • For an account, navigate to the Accounts screen, and then the Accounts Administration view.
   • For a contact, navigate to the Contacts screen, and then the Administration view.
   • For an opportunity, navigate to the Opportunities screen, and then the Opportunities Administration view.
   • For a project, navigate to the Administration - Data screen, and then the Projects view.
   • For a service request, navigate to the Service screen, and then the Service Requests List view. Use the visibility filter to display All Service Requests.
3. Query for the record that you must include in future synchronizations for a specific user.
4. If the object is an account, contact or opportunity, then click Menu, choose Columns Displayed, and then move the field described in the following list to Selected Columns:
   • For an account, display the Account Team field in the Accounts list.
   • For a contact, display the Contacts Team field in the Contacts list.
   • For an opportunity, display the Sales Team in the Opportunities list.
   • For a project, skip this step. The Members field is already visible in the Details area of the Project form.
   • For a service request, skip this step. A service request contains a single owner. The owner is the only user for whom you can enable the record for synchronization.
5. Click Save.
6. Display the dialog box that is appropriate for the type of record:
   • For an account, click the select icon in the Account Team field to display the Account Team Member dialog box.
   • For a contact, click the select icon in the Contact Team field to display the Access List dialog box.
   • For an opportunity, click the select icon in the Sales Team field to display the Team Members dialog box.
   • For a project, in the Details area of the Projects form, click the select icon in the Members field.
   • For a service request, skip this step, and proceed to Step 8.
7. In the Selected list, choose the user with whom Siebel Remote must synchronize the record, scroll to the right, make sure the Available Offline check box contains a check mark, and then click OK.
8. For a service request, in the All Service Requests list, click Menu and then choose the Make Available Offline menu item.

Disabling a Record for Selective Retrieval as an Administrator

This topic describes how to disable a record for selective retrieval while logged in as an administrator.

To disable a record for selective retrieval as an administrator

1. Do Step 1 through Step 6.
2. Remove the record from selective retrieval:
   • For an account, contact, opportunity, or project, do Step 7, except make sure the Available Offline check box does not contain a check mark.
   • For a service request, do Step 8, except choose the Make Unavailable Offline menu item instead of the Make Available Offline menu item.