Siebel Remote and Replication Manager Administration Guide

What's New in This Release

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Siebel Remote Concepts

Siebel Remote Architecture

Elements in Siebel Remote Architecture

Siebel Remote Flow Diagram

Siebel Remote Data Store Components

Siebel Database Server

Siebel File System

Local Database and File System

Siebel Remote Client Software

Siebel Remote Server Components

Creating Siebel Server Directories for Mobile Web Clients

Generate New Database

Database Extract

Synchronization Manager

Transaction Processor

Transaction Router

Transaction Merger

Using Siebel Remote

About Registering a Mobile User

About Generating a Database

About Extracting a Mobile Web Client

About Initializing the Local Database

About Synchronizing a Mobile Web Client

How Changes Are Propagated to and from a Mobile Web Client

Synchronizing a Local Database with the Enterprise Database

Security and Authentication

Authentication for Synchronizing the Local Database

Providing Security Adapter Authentication for Synchronizing the Local Database

Authentication Against the Local Database

Locking and Concurrency

Conflict Detection and Resolution

Update Conflicts

Insert Conflicts

Delete Conflicts

Merge Conflicts

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Implementing Siebel Remote Server

About Virtual Memory or Swap Size for a Siebel Remote Server

Setting Siebel Remote System Preferences

CSM Logging

DBX: Vis Rules Per Statement 1

DBX: Vis Rules Per Statement N

Docking: Transaction Logging

Enterprise DB Server Code Page

LOGMGR: Vis Rules Per Statement

MRG: Docking Timestamp Source

MRG:Inter Table Conflict Res

MRG:Inter Table Merge Rule

MRG: System Conflict Resolution

MRG: Txns Per Commit

MRG: User Friendly Notification

Choosing Assignment Manager Settings for Siebel Remote

Disabling Local Access to All Views

Preventing Extraction and Synchronization of Older Data

Configuring New Dock Objects for Time Filtering

Starting Siebel Remote Server Components

Transaction Processor

Transaction Router

Transaction Merger

Synchronization Manager

Changing the Local Database Administrator Password

Generating a New Database Template

Creating a New Empty Database File

Running the Generate New Database Component

Distributing Database Templates to Siebel Remote Servers

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Setting Up Mobile Web Clients

Setting Up Mobile Web Client Hardware and Software

Enabling Network Connectivity

Establishing Autodial Preferences

Setting Synchronization Preferences

Synchronization Parameters in Configuration Files

Using TrickleSync

Setting Up TrickleSync for Users as an Administrator

Providing Credentials to Synchronize the Local Database

Enabling Encryption for Synchronization Networking

Configuring the Mobile Web Client for Local Database Password Encryption

Changing the Local Database Password

Using a Different Data Source

Registering a Mobile Web Client

Routing Rules and Dock Objects

Routing Rules

Dock Objects

Using Routing Models

Routing Model Enhancements in Siebel Release 7.7

Field Sales Representative Standard Routing Model

Field Sales Manager Standard Routing Model

Field Technician Routing Model

Senior Field Engineer Routing Model

Field Engineer Routing Model

Consultant Routing Model

Analyst Routing Model

Minimal Data Routing Model

Mobile Partner User Routing Model

Mobile Client - Standard Routing Model

Mobile Client - Extract Only Routing Model

Executive Management Routing Model

Handheld User Routing Model

Life Science User Routing Model

Selective Retrieval Routing Model

Using the Selective Retrieval Routing Model

Limiting Views Available to Mobile Web Clients

Using the Responsibilities View

Using the Views View

Creating Mobile Web Client User Accounts and Privileges

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Extracting Databases for Mobile Web Clients

Database Extraction for a Mobile Web Client

Configuring the Remote Server for Local Database Password Encryption

Database Extraction for Multiple Users

Performing a Database Extract to a CD Directory

Parameters of the Database Extract Component

Initializing a Mobile Web Client Database

Enabling the Stand-Alone Synchronizer

Viewing Session Details on Mobile Web Clients

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Configuring and Using Mobile Web Client

User Synchronization Options for Mobile Web Client

Siebel Mobile Web Client and Siebel QuickStart

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Administering Siebel Remote

Starting and Stopping Siebel Remote Server Components

Transaction Processor

Transaction Router

Transaction Merger

Monitoring Siebel Remote Operations

About Automatic Notification of Critical Conditions

Monitoring Mobile Web Client Status

Checking Siebel Remote Transaction Backlogs

Monitoring Transaction Logs

Monitoring Siebel Remote Server Operation Status

Data Synchronization

Managing Synchronization Frequency

TrickleSync Synchronization

Sending Messages to Mobile Users

Refreshing a Client Database

Deactivating and Reactivating a Mobile Web Client

Deleting a Mobile Web Client

Changing Routing Models

Adding New Mobile Users

How to Set Client-Side Logging

Event Levels

Log File Naming


Log File Location

Event Tracing for Locking

Handling Failure and Recovery

Siebel Remote Transmission Failure

Siebel Remote Server Failure

Siebel Remote Server Media Failure

File Server Media Failure

Database Server Failure

Server Database Records Truncated or Changed

Database Server Media Failure

Siebel Client Database Failure

Recovery from Client Initialization Failure

Restoring the File System After Recovery from a Previous Image

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Siebel Remote Reports

Status Reports

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Siebel Replication Manager Concepts

Siebel Replication Manager

Comparison with Siebel Remote

Benefits of Siebel Replication Manager

Siebel Replication Manager Architecture

Routing Groups and Routing Rules

About Filtering Regional Workflows

Components of Siebel Replication Manager

Components Supported on a Regional Node

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Implementing Siebel Replication Manager

Installing a New Enterprise Server

Installing the Siebel Name Server

Installing the Siebel Server

Installing the Siebel Database Server

Installing the Siebel File System

Defining the Regional Node

Registering a Regional Node

Adding Mobile Users to the Regional Node

Extracting the Regional Database

Initializing the Regional Database

Configuring Regional Node for Mobile Web Clients

Starting Replication Agent

Setting Up Additional Application Servers on Regional Nodes

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Administering Siebel Replication Manager

Managing Mobile Users on a Regional Node

Adding Connected Users to a Regional Node

Managing Synchronization

Resolving Synchronization Conflicts

Replication Agent Parameters

Changing the Routing Group for a Regional Server

Monitoring Regional Application Servers

Managing Security and Authentication

Performing Backup and Recovery of Data

Managing Backlog in the Transaction Log Table

Deactivating and Reactivating a Regional Node

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Upgrading Regional Nodes

Upgrading the Repository for a Regional Node

Repository Upgrade with Siebel Anywhere

Repository Upgrade Without Siebel Anywhere

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Troubleshooting Remote and Replication Manager

Setting Up Remote Server and Remote Clients

About Merge Conflicts Related to Assignment Manager

Distinguishing Between Harmless and Meaningful Merge Conflicts

Troubleshooting Synchronization Manager

SynchMgr Situation

FAQ: What to Do with an Initialization or Synchronization Problem

FAQ: Long Initialization/Synchronization Times

FAQ: Cannot Connect to Server During Synchronization

What to Do When Transaction Merger Fails

Users Who Cannot See Records When Connected Locally

How to Handle a Large Transaction Backlog

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Client-Side Merge Issues on the Server

Definition of the Problem


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Docking Object Changes

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Routing Models for Financial Services

Using Routing Models in Siebel Financial Services

Analyzing the Use of Routing Models

Descriptions of Financial Services Routing Models

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Siebel Remote and Replication Manager Administration Guide