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Siebel Pharma Handheld Guide

What's New in This Release

Overview of Siebel Pharma 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

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

Testing the Siebel Handheld Application

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

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

Process for Administering Siebel Pharma Handheld

Managing Samples Records in Pharma Handheld

Administering Disclaimer Text in Siebel Pharma Handheld

Configuring Distributor Names in Siebel Pharma Handheld

Performing a Signature Audit in Siebel Pharma Handheld

Verifying Signature Capture in Siebel Pharma Handheld

Configuring User Properties for Closing Inventory Periods in Siebel Pharma Handheld

Configuring User Properties for Signature Capture Verification in Siebel Pharma Handheld

Validation Logic of the Sign and Submit Buttons in Siebel Pharma Handheld

Validating the DEA Number in Siebel Pharma Handheld

Preparing Receipts for Calls in Siebel Pharma Handheld

Developing Data Filters for Handheld

General and Default Business Object Filters

Siebel Pharma Handheld 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

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

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

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

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

Using Pharma Handheld

Managing Contacts with Siebel Pharma Handheld

Adding Contacts in Pharma Handheld

Adding Contact Addresses in Pharma Handheld

Adding and Editing License Information in Pharma Handheld

Specifying the Best Time to Call on a Contact in Pharma Handheld

Adding Private or Shared Notes About a Contact in Pharma Handheld

Indicating Affiliations Between Contacts and Accounts in Pharma Handheld

Viewing Prescription Data in Pharma Handheld

Managing Accounts with Siebel Pharma Handheld

Adding Accounts in Pharma Handheld

Adding Account Addresses in Pharma Handheld

Specifying Best Times to Call Accounts in Pharma Handheld

Adding Notes About Accounts

Indicating Affiliations Between Accounts and Professionals in Pharma Handheld

Viewing Sales Data in Pharma Handheld

Planning and Recording Calls in Siebel Pharma Handheld

Business Scenarios for Calls and Lists in Pharma Handheld

Call Management Procedures in Siebel Pharma Handheld

Creating Personal Lists in Pharma Handheld

Creating Contact Calls in Pharma Handheld

Recording Contact Calls in Siebel Pharma Handheld

Creating Account Calls in Pharma Handheld

Recording Account Calls in Siebel Pharma Handheld

Creating General Activities in Siebel Pharma Handheld

Adding General Activities From Activities in Pharma Handheld

Adding General Activities Using Calendar in Pharma Handheld

Managing Samples in Siebel Pharma Handheld

Keeping Server and Handheld Samples Records in Sync

Scenario for Managing Samples in Pharma Handheld

How Siebel Samples Management Works with Calls

About Pharma Handheld Inventory Periods

About Establishing an Initial Inventory Count in Pharma Handheld

About Pharma Handheld Samples Views

Creating a Samples Order in Pharma Handheld

Creating a Samples Transfer in Pharma Handheld

Acknowledging Receipt of a Samples Transfer in Pharma Handheld

Adjusting a Samples Transaction

Setting Up MedEd Events in Siebel Pharma Handheld

Creating a MedEd Event in Pharma Handheld

Inviting Professionals to MedEd Events Using Pharma Handheld

Creating Expense Reports in Siebel Pharma Handheld

Troubleshooting

Client Installation, Backup, and Restore

Synchronization

Companion Sync Checklist

Direct Server Sync Checklist

Re-synchronizing Problems

End User Error Messages

Web Server Timeout Errors

Siebel Services

Screens and Views

Screens and Views

Business Components and Classes

Supported Business Components for Siebel Pharma Handheld

Business Component Classes

Siebel Pharma Handheld Objects That Should Not Be Modified

User Properties

Global User Properties

CUT Address - CE Business Component

Pharma Account Call - CE Business Component

Pharma Address Business Component

Pharma Professional Call - CE Business Component

Pharma Address Inter Table - CE Business Component

Pharma Call Decision Issue - CE Business Component

Pharma Call Products Detailed - CE Business Component

Pharma Inventory Period - CE Business Component

Pharma Call Sample Dropped - CE Business Component

Pharma Promotional Items Dropped

Print Tagging Language

Overview of Siebel Handheld Print Tagging Language

Using Variables in Print Templates

Print Configuration Settings

Overview of Siebel Handheld Print Configuration Settings

PrinterBaudrate

PrinterCompressed

PrinterDraftMode

PrinterFormFeed

PrinterHandshake

PrinterOrientation

Default Printing Settings

Siebel Pharma Handheld Guide