Siebel Remote and Replication Manager Administration Guide > Setting Up Mobile Web Clients > Setting Synchronization Preferences >

Setting Up TrickleSync for Users as an Administrator


The following procedures describe how a Siebel administrator can set up the TrickleSync feature for one or more users. For general information about TrickleSync, see Using TrickleSync.

To set up TrickleSync for one user as an administrator

  1. Using an administrator login, from the application-level menu, choose Navigate > Site Map > Administration - Siebel Remote > TrickleSync.
  2. In the TrickleSync list, use standard query techniques to locate and select a record for a user who needs TrickleSync set up.
  3. In the TrickleSync form, select the Enable TrickleSync check box.
  4. In the Synchronization Frequency field, select the time units in which TrickleSync synchronization frequency will be specified.
  5. In the corresponding time units field, select the time interval to use between TrickleSync operations for the selected user.

    For example, if you set Synchronization Frequency to Minutes, you can select values between 10 minutes and 55 minutes in the Minutes field.

  6. If you wish, complete additional fields in the form, and then save the record.

    For information about the available fields, see Using TrickleSync.

    After the record has been saved, Transaction Processor and Transaction Router operations make sure that the TrickleSync setting changes are placed in the user's outbox on the server. The user must perform one manual synchronization to transfer these setting changes to the Mobile Web Client. After that manual synchronization, TrickleSync automatic synchronization takes effect at times specified by the values of the settings.

To set up TrickleSync for multiple users as an administrator

  1. Using an administrator login, from the application-level menu, choose Navigate > Site Map > Administration - Siebel Remote > TrickleSync.
  2. In the TrickleSync list, use standard techniques to select multiple users who need TrickleSync set up.
  3. In the application menus, select Edit > Change Records, to display the Change Records dialog box.
  4. In the 1st Field to Change area of the dialog box, select TrickleSync Enabled from the Field drop-down list.
  5. In the accompanying Value field, enter Y.
  6. In the 2nd Field to Change area of the dialog box, select TrickleSync Frequency from the Field drop-down list.
  7. In the accompanying Value field, enter the time units in which TrickleSync synchronization frequency will be specified.

    Valid values are Minutes, Hourly, Daily, Weekly, System, and Mobile.

  8. In the Third Field to Change area of the dialog box, select TrickleSync Schedule.
  9. In the accompanying Value field, enter a date and time such as 11/17/2003 4:10 PM.

    For information about how TrickleSync interprets date and time information to schedule synchronization operations, see Table 12.

  10. Click OK to return to the main window.

    After the selected records have been changed, Transaction Processor and Transaction Router operations make sure that the TrickleSync setting changes are placed in the users' outboxes on the server. Each user must perform one manual synchronization to transfer these setting changes to the Mobile Web Client. After that manual synchronization, TrickleSync automatic synchronization takes effect for that client at times specified by the values of the settings.

Table 12.  Interpretation of TrickleSync Frequency and TrickleSync Schedule Values
If TrickleSync Frequency Value Is:
TrickleSync Schedule Interpretation of Date and Time Is:

Minutes

The absolute value of the minutes in the date and time value determines the number of minutes between synchronization attempts. For example, if TrickleSync Schedule is set to 11/17/2003 4:10 PM, synchronization attempts occur every 10 minutes.

Hourly

The absolute value of the minutes in the date and time value determines the number of minutes after hour when each synchronization attempt will occur. For example, if TrickleSync Schedule is set to 11/17/2003 4:10 PM, synchronization attempts occur at 10 minutes after every hour.

Daily

The absolute values of the hour and minutes in the date and time value determines the hour and minute of the day when each synchronization attempt will occur. For example, if TrickleSync Schedule is set to 11/17/2003 4:10 PM, synchronization attempts occur at 4:10 PM each day.

Weekly

The actual day of the week for the date specified in the TrickleSync Schedule value determines the day of the week when weekly synchronizations will be done. The absolute values of the hour and minutes in the TrickleSync Schedule value determines the hour and minute of the day when each synchronization attempt will occur. For example, if TrickleSync Schedule is set to 11/17/2003 4:10 PM, and 11/17/2003 happens to be a Monday, then synchronization attempts occur every Monday at 4:10 PM.

System

TrickleSync does not use Date and Time information for this frequency value. Synchronization is performed after the computer is started and operational, with a working network connection.

Mobile

TrickleSync does not use Date and Time information for this frequency value. Synchronization is performed after the Mobile Web Client is started and operational, with a working network connection.

Siebel Remote and Replication Manager Administration Guide