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Installing Handheld for Companion Sync Users

Before you install and use Companion Sync (CS) with the Siebel Handheld application, you must first install the Siebel Mobile client on your PC. The Mobile Client Installer copies the Companion Sync files to your personal computer.

NOTE:  Users can only use Companion Sync to synchronize their Siebel Handheld application to a personal computer that already has the Siebel Mobile client installed.

To install the Siebel Handheld application and Siebel Handheld Sync using CS

  1. Using Microsoft ActiveSync, establish a partnership between the handheld device and the personal computer.
  2. On the PC, network, or DVD, locate the folder where the Siebel Handheld Application folder is installed. In this folder, double-click setup.exe.
  3. Choose the language you want to use for the installation and click OK.

    The Welcome Screen appears.

  4. Click Next.

    The Synchronization Options screen appears.

  5. Choose the Companion Sync option and click Next.
  6. Select the desired language of the Siebel Handheld application and click Next.

    A window appears showing the setup status, followed by several DOS windows, and the Add/Remove Programs dialog box.

  7. At the Installing Applications dialog box, click Yes to install in the default directory.

    NOTE:  The default directory in the Applications dialog is the directory specified by the system administrator in a setup file. So that the application works correctly, the Siebel Installer installs the application in the default directory. Therefore, even if you specify a different location for the application, the application is installed in the default location.

    The Siebel Handheld application is installed on the handheld device. During the installation, the Installing Applications dialog box displays a progress bar.

    It may take several minutes to install on the handheld device. When the application has been downloaded to the handheld device, the Application Downloading Complete dialog box appears on the PC.

  8. Click OK.

    A message appears informing you that setup has finished installing the Siebel Handheld application on your computer.

  9. Click Finish.

    The Siebel Handheld icon appears in the Start > Programs screen on the handheld device.

After installing the Siebel Handheld application and Siebel Handheld Sync, you must perform an initial synchronization before you can use the application. If you are installing the application for the first time on the device, synchronize the Siebel Remote database with Siebel Server, then synchronize the Siebel Handheld and Siebel Remote databases. See Synchronizing Data on the Siebel Handheld Device for the procedure for synchronizing your data.

See Data Filtering for more information on using Companion Sync and setting filters.

Siebel Sales Handheld Guide