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

Providing Credentials to Synchronize the Local Database

If synchronization authentication is enabled, credentials must be provided in order to synchronize. One possibility is for the Mobile Web Client user to manually enter credentials at each synchronization.

Depending on the type of authentication that is used, a Mobile Web Client user may not be able to change the valid synchronization username and password from inside a Siebel application, although this can be done from outside the application. The local database password, however, can be changed by the Mobile Web Client user as described in Configuring the Mobile Web Client for Local Database Password Encryption.

The following options are provided to allow the user to synchronize without having to manually enter credentials.

• Using the Local Database Credentials to Synchronize
• Remembering the Synchronization Credentials

Both of these features can be managed actively by the Mobile Web Client user, as documented in this topic.

The features can also be managed passively. That is, whenever the user is prompted for credentials to synchronize, the dialog box includes fields to make any of the changes described in this section. The user is prompted to manually enter synchronization credentials if any of the following conditions apply:

• The Mobile Web Client user has not opted to remember the synchronization password or to use the local database password to synchronize.
• The Mobile Web Client user has opted to use the local database credentials to synchronize, but those credentials are not the valid synchronization credentials.
• Despite how the Mobile Web Client user has opted to provide synchronization credentials, the user is prompted for credentials whenever the synchronization credentials are changed by an administrator at the server level.

Using the Local Database Credentials to Synchronize

The Mobile Web Client user can opt to have the local database credentials submitted automatically as part of synchronization requests. This requires that the local database password be identical to the valid synchronization password.

If synchronization uses the local database credentials and these credentials are the valid synchronization credentials, then the Mobile Web Client user is not prompted to enter credentials manually at synchronization.

To use the local database credentials for synchronization

1. Log in to the local database.
2. From the application-level menu, choose Navigate > Site Map > User Preferences > DB Synchronization.
3. In the DB Synchronization form, check the Use Local Credentials check box, and then click Save.

   If you had existing entries in the User ID, Password, and Remember Credentials fields, they will disappear.

To discontinue using local database credentials for synchronization, clear the Use Local Credentials check box in the DB Synchronization form.

For information about setting the authentication method for synchronization, see Selected Synchronization Manager Start-up Parameters.

For information about changing the local database password, see Configuring the Mobile Web Client for Local Database Password Encryption.

Remembering the Synchronization Credentials

The Mobile Web Client user can opt for the Siebel application to remember the synchronization credentials. For example, it is useful to remember the synchronization credentials in a situation in which the Mobile Web Client user changes the local database password so that it differs from the valid synchronization password.

Remembering the synchronization credentials is not available if the Mobile Web Client user sets synchronization to use the local database credentials.

If synchronization credentials are remembered, then the Mobile Web Client user is not prompted for credentials to synchronize. If the synchronization password is not remembered, and the local database credentials are not used to synchronize, then the user will be prompted to manually enter credentials for each synchronization.

The remembered synchronization password is stored in the local database with an added layer of 128-bit encryption.

CAUTION:  For TrickleSync to perform automatic synchronizations when the Mobile Web Client is connected to the server, the synchronization credentials must be remembered or the local database credentials must be used for synchronization. If neither of these settings is active, then the application will prompt for credentials for each synchronization.

To remember synchronization credentials

1. Log in to the local database.
2. From the application-level menu, choose Navigate > Site Map > User Preferences > DB Synchronization.
3. In the DB Synchronization form, check the Remember Credentials check box.
4. Enter your User ID.
5. In the Password field, enter the synchronization password that was assigned by an administrator at the server level.
6. If the Use Local Credentials check box was previously checked, it should be cleared. If it is not cleared, click the check box to clear the check mark.
7. Click Save.