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Setting Up Synchronization Preferences

Using the Synchronization Manager, users can view Briefings pages offline. When a user synchronizes, the Synchronization Manager creates Briefings pages using data from the server database and then downloads them to the Temporary Internet Files folder on the user's computer. These pages are available for the user to view while working offline. Before synchronizing, the user can select which Briefings pages to download, whether to include linked pages, and whether to follow links to external Web sites.

The Briefings Synchronization Manager requires the version of Microsoft Internet Explorer listed in System Requirements and Supported Platforms.

This task is a step in Process of Administering Siebel Briefings.

To set up synchronization preferences

  1. From the My Briefings page, click Synchronize Briefings in the link bar.
  2. Select the pages to download.

    My Briefing is automatically selected.

  3. Select the Include linked pages check box to allow the user to follow links from the Briefing page.

    Selecting this check box includes links to pages one level down from the Briefing page, such as links to news stories, links to views in the Mobile Web client, and internal recommended links. However, My Briefing does not include links to literature items, and Account and Competitor Briefings do not include links to literature items or corporate affiliates.

  4. Select the Follow links to outside Web sites? check box to enable links to outside Web pages and cache their content for offline viewing.
  5. Click the Synchronize button.

Based on the selections, the Synchronization Manager downloads the selected Briefings pages and linked pages and caches them for offline viewing.

The Synchronization Manager is available using Microsoft Internet Explorer as the default external browser. It is not available using a stand-alone browser.

Users can also connect to the Siebel server and synchronize Briefings pages when they are logged into a server data source.

When users synchronize Briefings pages, the pages are created from the server database. If the local database is not synchronized with the server database, data on the Briefings page may not be in sync with data in the local database. For example, a new opportunity may appear on the My Briefing page, but may not exist yet in the local database.

My Briefings, Account Briefings, and Competitor Briefings are available for offline viewing only after synchronizing using the Synchronization Manager. Other Briefings pages, such as the All Accounts and the All Competitors pages, are not included in the synchronization process. However they may appear in the user's browser while working offline. This is because as a user views these pages, they are cached in the Temporary Internet Files folder on the user's computer. When the browser runs in offline mode, it can open these pages from this location.

Deleting the contents of the Temporary Internet Files folder removes the synchronized Briefings pages. You must run the Synchronization Manager again to download pages for offline viewing.

Siebel Briefings Administration Guide