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Selective Retrieval Routing Model

The Selective Retrieval routing model can reduce the volume of data that Siebel Remote transfers during synchronization, which reduces synchronization time and the size of the local database. This feature is appropriate for the user who uses connected and disconnected versions of a Siebel application. It might not be appropriate for a user who only uses the remote client or who requires access to certain features, such as quotes or forecasting. This is because Selective Retrieval limits the functionality of the Siebel application in some areas. Enabling records for synchronization also requires a direct connection to a Siebel Enterprise Server or to a regional server if the regional server contains the records that are enabled for synchronization. For more information, see Using Selective Retrieval to Route Data, and About the Siebel Enterprise and the Siebel Enterprise Server.

How Selective Retrieval Works

If you assign a user to the Selective Retrieval routing model, and if that user enables a record for synchronization, then Siebel Remote synchronizes that record to the remote client that is associated with the enabling User ID. To maintain data integrity, it also synchronizes any records that are related to the enabled record. For example, if the user enables an account record, then Siebel Remote synchronize the records for the contacts and addresses that are associated with that account.

If the user enables records for synchronization before Siebel Remote extracts the server database for the remote client, then the Transaction Router server component handles fewer items on the subsequent synchronization.

If you assign a user to the Selective Retrieval routing model, and if that user removes the designation of a record for synchronization, then Siebel Remote removes that record from the local database on the next synchronization and related records.

A user can enable records for synchronization at any time.