Siebel Pharma Handheld Guide > Working with Siebel Handheld Applications > Synchronizing Data on the Siebel Handheld Device >

Using Direct Server Synchronization with the Handheld Client

There are two methods for synchronizing between the handheld device and the Siebel application server:

• Direct Server Sync (DSS) provides synchronization between the Siebel Handheld application and the Siebel application server.
• Direct Server Sync via Proxy (DSSvP) provides synchronization between the Siebel Handheld application and the Siebel application server, using the desktop or companion PC to provide the network connection between the handheld device and the server.

NOTE:  You must close your Siebel Handheld application before you synchronize with the Siebel application server.

To synchronize with the Siebel application server

1. If you are synchronizing using DSS, create a direct network connection through a modem or a direct LAN connection.

   If you are synchronizing using DSSvP, establish an ActiveSync connection between the handheld device and the PC.

2. From the device, verify that the Siebel Handheld application is closed.
3. From the device, choose Start > Programs > Siebel Handheld Sync.

   The Siebel Handheld Sync dialog box appears.

4. Enter your user name and password.

   Selecting Bypass Set Filters skips the step of selecting the filters and immediately starts the synchronization process. If you select Bypass Set Filters, then the filters that you selected the last time you synchronized are used. If this is the first time you are synchronizing, then the default filters are used.

5. Tap Login.

   The Siebel Handheld Sync dialog box appears.

6. Tap Set Filters.

   The Filters dialog box appears.

7. From the Filter list box, select the screen for which you want to choose a filter.
8. From the Choose drop-down box, select the filter you want to associate with the screen you selected in Step 6.

   NOTE:  Tap Default Filters to restore the filter selection to the default setting.

9. Tap OK, and then tap Start to begin synchronization.

   NOTE:  If a handheld patch needs to be installed, the synchronization process is interrupted and the patch is installed. After the patch is installed, you must restart Siebel Handheld Sync to complete the data extract process. If you fail to do this, you cannot start your application.

   The Finished dialog box appears indicating the synchronization has successfully completed.

10. Tap OK to exit Siebel Handheld Sync.

    NOTE:  If synchronization errors occur, an error dialog box appears.