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Using the Selective Retrieval Routing Model

This topic provides additional information about the Selective Retrieval routing model, which was introduced in Selective Retrieval Routing Model.

When a user who is assigned to the Selective Retrieval routing model designates a record for synchronization, that record will be synchronized for any Mobile Web Client that is associated with the designating User ID. Records that are related to the designated record will also be synchronized, to maintain data integrity. For example, if an account record is designated, the records for the contacts and addresses of that account are related and will be synchronized. Similarly, if a contact record is designated, the account record or records for that contact will be synchronized.

If the user designates records for synchronization before the database is extracted for any associated Mobile Web Client, the Transaction Router will have fewer items to handle on the first subsequent synchronization. However, a user can designate records for synchronization at any time.

When a selective retrieval user deselects a record for synchronization, that record will be removed from the local database of the Mobile Web Client associated with the deselecting User ID upon the next synchronization, along with related records.

To use the selective retrieval functionality, the user's Mobile Web Client must be assigned to the Selective Retrieval routing model. The user must also be assigned to a responsibility that corresponds to the Selective Retrieval routing model, such as the Selective Retrieval Routing Model responsibility.

For information about assigning a routing model when a Mobile Web Client is registered, see Registering a Mobile Web Client. For information about changing a routing model at a later time, see Changing Routing Models. For information about assigning responsibilities, see Security Guide for Siebel eBusiness Applications.

The remainder of this topic contains procedures that describe how either selective retrieval users or administrators can designate records for inclusion or exclusion from synchronization.

The following procedure describes how a selective retrieval user can designate a record to be included in that user's synchronizations.

To designate a record for selective retrieval during synchronization, as a user

1. Log in to the Siebel application using a direct connection to the server, rather than the local database.

   Log in using the User ID that is associated with the Mobile Web Client that will be using the Selective Retrieval routing model and feature.

2. Navigate to the screen that contains the record you want to synchronize.

   Supported screens include Accounts, Contacts, Opportunities, Projects, and Service Requests.

3. Navigate to a standard view for the selected screen, such as the My Accounts view or the All Accounts view for the Accounts screen, or the Project List view for the Projects screen.
4. Use standard query techniques to locate and select a record that you want to include in future synchronizations.
5. In either the list or the form displayed for the record, click the Menu button and choose Make Available Offline.

The following procedure describes how an administrator can designate a record for synchronization by a specific selective retrieval user.

To designate a record for synchronization by a specific user, as an administrator

1. Log in to the Siebel application using an administrator User ID and a direct connection to the server.
2. Navigate to an administration view that displays the record you want to synchronize:
   • For Accounts, from the application-level menu, choose Navigate > Site Map > Accounts > Accounts Administration.
   • For Contacts, from the application-level menu, choose Navigate > Site Map > Contacts > Administration.
   • For Opportunities, from the application-level menu, choose Navigate > Site Map > Opportunities > Opportunities Administration.
   • For Projects, from the application-level menu, choose Navigate > Site Map > Administration - Data > Projects.
   • For Service Requests, from the application-level menu, choose Navigate > Site Map > Service Request > Service Request List, and use the visibility filter to display All Service Requests.
3. Use standard query techniques to locate and select a record that you want to include in future synchronizations for a specific user.
4. For the appropriate record type listed below, click the Menu button and select Columns Displayed, and then move the indicated field to Selected Columns and click Save.
   • For Accounts, display the Account Team field in the Accounts list.
   • For Contacts, display the Contacts Team field in the Contacts list.
   • For Opportunities, skip this step. (The Sales Team field is already visible in the Siebel Qualified Lead - Fast Track Career Consulting form.
   • For Projects, skip this step. (The Members field is already visible in the Details area of the Project form.)
   • For Service Requests, skip this step. (Service Requests have a single owner. The owner is the only user for whom the record can be designated for synchronization.)
5. Perform the action listed for the appropriate record type.
   • For Accounts, click the select button in the Account Team field to display the Account Team Member dialog box. In the Selected list, select the user to synchronize this record, scroll to the right, select the Available Offline check box, and click OK.
   • For Contacts, click the select button in the Contact Team field to display the Access List dialog box. In the Selected list, select the user to synchronize this record, scroll to the right, select the Available Offline check box, and click OK.
   • For Opportunities, click the select button in the Sales Team field to display the Team Members dialog box. In the Selected list, select the user to synchronize this record, select the Available Offline check box, and click OK.
   • For Projects, in Details area of the Projects form, click the select button in the Members field. In the Selected list, select the user to synchronize this record, scroll to the right, select the Available Offline check box, and click OK.
   • For Service Requests, in the All Service Requests list, click the Menu button and choose Make Available Offline.

The following procedure describes how a selective retrieval user can designate a record to be removed from that user's future synchronizations and local database.

To remove a record from the local database and future synchronizations, as a user

1. Log in to the Siebel application using either a direct connection to the server or the local database.

   Log in using the User ID that is associated with the Mobile Web Client that will be using the Selective Retrieval routing model and feature.

2. Navigate to the screen that contains the record you want to stop synchronizing and remove from the local database.

   Supported screens include Accounts, Contacts, Opportunities, Projects, and Service Requests.

3. Navigate to a standard view for the selected screen, such as the My Accounts view or the All Accounts view for the Accounts screen.
4. Use standard query techniques to locate and select a record that you want to stop synchronizing and remove from the local database.
5. In either the list or the form displayed for the record, click the Menu button and choose Make Unavailable Offline.

The following procedure describes how an administrator can designate a record to be removed from future synchronizations and the local database for a specific selective retrieval user.

To remove a record from a specific user's local database and synchronizations, as an administrator

1. Log in to the Siebel application using an administrator User ID and a direct connection to the server.
2. Navigate to an administration view that displays the record that you want a specific user to stop synchronizing:
   • For Accounts, from the application-level menu, choose Navigate > Site Map > Accounts > Accounts Administration.
   • For Contacts, from the application-level menu, choose Navigate > Site Map > Contacts > Administration.
   • For Opportunities, from the application-level menu, choose Navigate > Site Map > Opportunities > Opportunities Administration.
   • For Projects, from the application-level menu, choose Navigate > Site Map > Administration - Data > Projects.
   • For Service Requests, from the application-level menu, choose Navigate > Site Map > Service Request > Service Request List, and use the visibility filter to display All Service Requests.
3. Use standard query techniques to locate and select a record that you want a specific user to stop synchronizing.
4. For the appropriate record type listed below, click the Menu button and select Columns Displayed, and then move the indicated field to Selected Columns and click Save.
   • For Accounts, display the Account Team field in the Accounts list.
   • For Contacts, display the Contacts Team field in the Contacts list.
   • For Opportunities, skip this step. (The Sales Team field is already visible in the Siebel Qualified Lead - Fast Track Career Consulting form.
   • For Projects, skip this step. (The Members field is already visible in the Details area of the Project form.)
   • For Service Requests, skip this step. (Service Requests have a single owner. The owner is the only user for whom the record can be removed from synchronization.)
5. Perform the action listed for the appropriate record type.
   • For Accounts, click the select button in the Account Team field to display the Account Team Member dialog box. In the Selected list, select the user to stop synchronizing this record, scroll to the right, clear the Available Offline check box, and click OK.
   • For Contacts, click the select button in the Contact Team field to display the Access List dialog box. In the Selected list, select the user to stop synchronizing this record, scroll to the right, clear the Available Offline check box, and click OK.
   • For Opportunities, click the select button in the Sales Team field to display the Team Members dialog box. In the Selected list, select the user to synchronize this record, clear the Available Offline check box, and click OK.
   • For Projects, in Details area of the Projects form, click the select button in the Members field. In the Selected list, select the user to stop synchronizing this record, scroll to the right, clear the Available Offline check box, and click OK.
   • For Service Requests, in the All Service Requests list, click the Menu button and choose Make Unavailable Offline.