Siebel Medical Handheld Guide
What's New in This Release
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Overview of Siebel Medical Handheld
About Siebel Handheld
Overview of Siebel Handheld Synchronization
Siebel Handheld Synchronization Methods and Architecture
Handheld Synchronization Servers
Overview of Siebel Handheld Client Application Configuration
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Application Development
Overview of Siebel Handheld Architecture
Unsupported Features for Siebel Handheld
Installing the Siebel Handheld Client
About Defining User Functionality in Siebel Handheld
Configuration Guidelines for Siebel Handheld
About Creating Siebel Handheld Projects
Designing Screens and Views for Siebel Handheld
Configuring User Interface Elements in Siebel Handheld
Configuring List Applets for the Handheld Client
Configuring Form Applets for the Handheld Client
Using Auto Pop-Up Lists in the Handheld Client
About Home Page Applets in Siebel Handheld
About Buttons in Handheld
About the Menu Bar in Handheld
About Toolbars in Handheld
About the Status Bar in Handheld
About Hyperlinks in Handheld
Preventing Synchronization Conflicts with Siebel Handheld
Recommended Configuration Guidelines for Siebel Handheld
Compiling the Siebel Handheld Application
Configuring Printing from the Siebel Handheld Application
Defining Documents for Handheld
Designing Print Applets for Handheld
Configuring Applets for Printing for the Handheld Application
Configuring Print Buttons for the Handheld Application
Creating Print Templates for the Handheld Application
Configuring Business Object Filters in Siebel Handheld
Enabling Signature Capture in Siebel Handheld
Testing the Siebel Handheld Application
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Application Administration
Overview of Siebel Handheld Administration Screens
Setting Up Users in Siebel Handheld
Assigning User Responsibilities to Siebel Handheld Users
Administering Siebel Handheld Views
Adding Views to the Handheld Application
Specifying Views for the Handheld Application
Setting Business Component Filters for Siebel Handheld Users
Setting Business Object Filters for Siebel Handheld Users
Administering Barcode Settings for Siebel Medical Handheld
About the Barcode Parsing Algorithm Used in Siebel Medical Handheld
Creating New Barcode Definitions for the Handheld Application
Enabling Applications Views for Barcode Scanning
About Monitoring Synchronization Sessions for Siebel Handheld
Monitoring Synchronization Sessions for Siebel Handheld
Obtaining Error Details from Siebel Handheld Synchronization Sessions
Obtaining Business Component Information from Siebel Handheld Synchronization Conflicts
Obtaining an Audit Trail for Siebel Handheld Synchronization Sessions
Acting Upon Synchronization Errors in Siebel Handheld
Administering Server Components for Siebel Handheld
Administering Siebel Medical Handheld
Scenario for Administering Siebel Medical Handheld
About Product Hierarchies
About Products, Assets and Inventory Transactions
About Usage Calculations
Administering Products for Siebel Medical Handheld
Capturing Product Hierarchies for Siebel Medical Handheld
Managing Inventory Locations with Siebel Medical Handheld
Re-creating Product Hierarchies in Inventory Locations with Siebel Medical Handheld
Setting Consignment Levels for Inventory for Medical Handheld
Creating Assets for Medical Handheld
Managing Inventory Transactions for Medical Handheld
Viewing Signatures Captured For Approval-Required Moves from Medical Handheld
Assigning Cycle Counts for Medical Handheld
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Data Filtering
Developing Data Filters for Handheld
General and Default Business Object Filters
Recommendation for Managing Handheld Business Object Filters
Companion Deployments
Stand-Alone Deployments
Filtering Data for Pick Applets
Configuration Directives
Examples of Business Object Declarations
Designating Visibility
Overriding the Popup Visibility
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Deployment of Siebel Handheld
Scripting in the Siebel Handheld Client
Overview of Server Installation in Support of the Siebel Handheld Client
Process of Server Installation for Siebel Handheld Direct Server Sync
About Siebel Handheld Synchronization Performance and Scalability
Siebel Mobile Web Client Installation
Process for Installing the Siebel Handheld Application
Editing the Handheld Application Installation Configuration File
Enabling Handheld User Database Backup
Installing Print Templates in the Siebel Handheld Install Directory
Setting up Siebel Handheld Application Installation on a CompactFlash Card
Setting the Siebel Handheld Application Restart Parameter
Changing the SyncURL on Siebel Handheld Devices
Installing the Siebel Handheld Application from External Media
Distributing Siebel Handheld Application Patches
Deploying Patches to the Handheld Application with Direct Server Sync
Deploying Handheld Application Patches with Companion Sync
Creating Handheld Application Upgrade Kits to Remotely Deploy Patch Files
Downloading Patches to the Handheld Device
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Synchronization Conflict Handling and Recovery with Handheld
Preventing Synchronization Transaction Conflicts with Siebel Handheld
Extended Pick Processing in Siebel Handheld
Enabling Extended Pick Processing in Siebel Handheld
Extended Insert Processing in Siebel Handheld
Recovering Error Data in Siebel Handheld
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Installing the Handheld Application
Preparing To Upgrade From a Previous Siebel Handheld Release
Installing on the Siebel Handheld Application
Installing Handheld for Companion Sync Users
Installing Handheld for Direct Server Sync Users
Reinstalling the Siebel Handheld Application
Uninstalling the Siebel Handheld Application
Preparing the Siebel Handheld Application for Barcode Scanning
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Working with Siebel Handheld Applications
Components of the Siebel Handheld Interface
Navigating the Siebel Handheld Interface
Navigating a List of Records in the Siebel Handheld Application
Entering Data with the Siebel Handheld Application
Working with Columns in the Handheld Client
Finding and Querying Data in the Siebel Handheld Application
About Find in Handheld
About Queries in Handheld
Printing with the Siebel Handheld Application
Exporting Data with the Siebel Handheld Application
Calendar and Calendar Views in the Siebel Handheld Application
Setting User Preferences in the Siebel Handheld Application
Backing Up and Restoring Data with the Siebel Handheld Client
Synchronizing Data on the Siebel Handheld Device
Using Siebel Handheld Synchronization with the Handheld Client
Using Companion Synchronization with the Handheld Client
Synchronizing the Handheld Client for Companion Sync Users
Using Direct Server Synchronization with the Handheld Client
Synchronization Troubleshooting with the Siebel Handheld Client
Improving Siebel Handheld Application Performance
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Using Siebel Medical Handheld
About Using Siebel Medical Handheld
Managing Accounts in Siebel Medical Handheld
Scenario for Managing Accounts in Medical Handheld
Creating Accounts in Medical Handheld
Affiliating Contacts with Accounts in Medical Handheld
Specifying the Best Time to Call on an Account in Medical Handheld
Viewing Sales Data in Medical Handheld
Logging and Tracking Service Requests in Medical Handheld
Entering Private Notes for Accounts in Medical Handheld
Entering Shared Notes for Accounts in Medical Handheld
Associating Activities with Accounts in Medical Handheld
Tracking Opportunities with Accounts in Medical Handheld
Working with Contacts in Siebel Medical Handheld
Scenario for Managing Contacts in Medical Handheld
Adding Contacts in Medical Handheld
Associating Accounts to Contacts with Medical Handheld
Associating Contacts with Opportunities in Medical Handheld
Adding Private or Shared Notes About a Contact in Medical Handheld
Working with Sales Methods in Siebel Medical Handheld
Developing Opportunities in Siebel Medical Handheld
Scenario for Developing Opportunities in Siebel Medical Handheld
Creating Opportunities in Medical Handheld
Associating a Contact with an Opportunity in Medical Handheld
Associating a Product with an Opportunity in Medical Handheld
About Opportunity Quotes
Managing Activities in Medical Handheld
Creating Activities in Medical Handheld
Delegating Activities in Medical Handheld
Associating Contacts with Activities in Medical Handheld
Adding General Activities Using the Calendar in Medical Handheld
Developing Quotes in Medical Handheld
Creating Quotes in Medical Handheld
Using Auto Quote in Medical Handheld
Adding Quote Items in Medical Handheld
Printing Quotes in Medical Handheld
Managing Orders in Medical Handheld
Creating Orders in Medical Handheld
Adding Order Line Items in Medical Handheld
Entering Terms and Totals in Medical Handheld
Tracking Expenses in Medical Handheld
Creating an Expense Report in Medical Handheld
Submitting an Expense Report in Medical Handheld
Creating General Activities in Siebel Medical Handheld
Adding General Activities From The Activities View in Medical Handheld
Adding General Activities From the Calendar View in Medical Handheld
Managing MedEd Events in Medical Handheld
Creating a MedEd Event in Medical Handheld
Inviting Professionals to MedEd Events Using Medical Handheld
Managing Consigned Inventory with Siebel Medical Handheld
About Barcode Scanning in Siebel Medical Handheld
Managing and Performing Cycle Counts with Medical Handheld
Viewing, Scheduling and Accessing Cycle Counts in Medical Handheld
Starting a Cycle Count
Performing a Cycle Count Using Barcode Scanning
Counting Products by Electronically Entering Product and Asset Records
Moving Products While Performing a Cycle Count
Completing Cycle Counts
Moving Inventory with Medical Handheld
Moving Inventory while Performing the Count
Moving Assets while Analyzing Inventory
Moving Products as a Stand-Alone Process
Capturing Signatures for Approval-Required Moves
Analyzing Inventory with Medical Handheld
Scenario for Analyzing Inventory Results
Viewing Hierarchical Results for Inventory and Usage
Viewing Results for Consigned Inventory
Viewing Assets in an Inventory Location
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Troubleshooting
Installation
Client Installation, Backup, and Restore
Synchronization
Companion Sync Checklist
Direct Server Sync Checklist
Re-synchronizing Problems
Log Files
SQLTrace
End User Error Messages
Web Server Timeout Errors
Performance
Siebel Services
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Business Components and Classes
Supported Business Components for Siebel Handheld
Business Component Classes
Applet Classes
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User Properties
User Properties for Medical Handheld
Global User Properties
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Print Tagging Language
Overview of Siebel Handheld Print Tagging Language
Applet
Cell
Comment
Divider
EndOfLine
Footer
Format
GetCount
GetDate
GetField
GetRegistry
GetTime
GetTotal
Header
Page Break
Picture
SetVariable
Static Text
Title
Using Variables in Print Templates
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Print Configuration Settings
Overview of Siebel Handheld Print Configuration Settings
MarginBottom
MarginLeft
MarginRight
MarginTop
PaperHeight
PaperSize
PaperWidth
PrinterBaudrate
PrinterCompressed
PrinterDensity
PrinterDither
PrinterDraftMode
PrinterFormFeed
PrinterHandshake
PrinterOrientation
PrinterPort
PrinterType
Default Printing Settings
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