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A
accounts administration
available credit for an account, setting up 1
Document ID administration, about 1
Document ID administration, creating document ID mask 1
price list, associating with an account 1
product administration, defining a case pack 1
products an account can order, indicating 1
products to audit, indicating 1
tax list, associating with an account 1
activities
visit activities, beginning 1
visit activities, ending 1
All Records PDQs, about 1
Applet print tag 1
applets
See also Applet Classes
classes (table) 1
multiple applet views, screen allocation 1
multiple applet views, toggling between 1
application restart parameter, setting 1
architecture overview, five layers listed 1
asterisk (*), meaning in forms and applets 1
audience for guide 1
auto pop-up lists
about 1
data visibility, about controlling 1 , 2
B
backup
See Client Installation, Backup, and Restore
backups
about 1
billings, reviewing 1
bonus threshold, setting 1
business components
See also Applet Classes
filters, creating 1
Siebel eConsumer Goods classes (table) 1
Siebel eConsumer Goods supported (table) 1
business object declarations, setting PDQ examples 1
business scenario 1
buttons, about and functionality (table) 1
C
Cabinet file (CAB), about creating 1
Cancel button
Invoice Line Items view, about 1
Invoice Line Items view, default behavior 1
case pack, defining 1
Cell print tag 1
client installation, troubleshooting 1
Client Wins conflict resolution, about using to update conflicts 1
collect payments, reviewing outstanding 1
Comment print tag 1
CompactFlash card
backing up, about 1
installation, setting up on 1
installing from 1
Companion Sync
journal files, about 1
journal files, automatic forwarding 1
journal files, viewing 1
journal log files, concatenating 1
log files, using for troubleshooting 1
macro constants, about and tailoring 1
compiling the repository, about 1
configuration file
See also Specifying Default Views in the Configuration File
default views, specifying 1
directives, about 1
location 1
configuring
See also Recommended Configuration Guidelines
guidelines, recommended 1
Siebel Handheld client 1
Siebel Web Client and Siebel Handheld Client, differences in configuring 1
Credit button, about 1
credit, setting up available credit for an account 1
cycle count, performing 1
D
data filtering
developing data filters, steps 1
methods, list of 1
pick applet, data filtering for 1
Predefined Queries (PDQs) 1
Query by Example filters (QBE) 1
database backups, enabling
about 1
database backup parameters, editing 1
external media, about backing up 1
setting up, steps to 1
troubleshooting 1
DDvP
See Synchronization Methods and Architecture
default sync filters, about 1
Delivery button
Invoice Line Items view, about 1
Invoice Line Items view, default behavior 1
deposit, recording 1
Direct Server Sync via Proxy, about 1
Direct Server Synchronization
See also Stand-Alone Deployments
about 1
about and diagram 1
checklist, using to troubleshoot 1
described 1
log files, using for troubleshooting 1
Direct Server Synchronization (DDS) infrastructure
application restart parameter, setting 1
CompactFlash card, setting up installation on 1
database backup, enabling 1
DDS components, installing (procedure) 1
DDS components, installment options described 1
DDS Object Manager configuration file, editing 1
DSS URL, about changing 1
external media, installing from 1
handheld logging parameters, configuring 1
handheld, installing on 1
hardware and network configuration, recommended 1
installation configuration file, editing 1
planning, about 1
print templates, about installing 1
server logging levels, configuring 1
server process management, optimizing 1
server topology overview, about and diagram 1
synchronization performance and scalability 1
Divider print tag 1
Document ID administration
about 1
document ID mask, creating 1
drill-down only views, about 1
DSS URL, about changing 1
Duration field, exposing in Activities view 1
E
end user error messages
EndofLine print tag 1
error messages
extended insert processing
enabling, ways to 1
handling, about ways to 1
extended pick processing
about 1
enabling 1
note, resolving conflicts 1
settings, recommended 1
external media
See also Enabling Database Backup
backing up, about 1
installing from 1
F
filtering
Footer print tag 1
form applets
group boxes 1
labels 1
layout sequence 1
Format print tag 1
G
general sync filters, about 1
GetCount print tag 1
GetDate print tag 1
GetField print tag 1
GetRegistry print tag 1
GetTime print tag 1
GetTotal print tag 1
guide
audience for 1
organization of 1
resources, additional 1
H
handheld device logs
list of 1
synchronization errors, logging 1
handheld logging parameters, configuring 1
Handheld PC
form applets, layout sequence 1
multiple applet views screen allocation 1
status bar, about 1
toolbars, configuring 1
uninstalling handheld application 1
Header print tag 1
help
Siebel Expert Services, about using 1
Siebel Professional Services, about using 1
Home Page applets, configuring 1
hyperlinks, about configuring 1
I
Insert Payment Record button, about 1
Insert Record button, about 1
installing software
about ways to 1
Direct Server Sync, users for 1
reinstalling or upgrading 1
uninstalling handheld application 1
inventory
cycle count, doing 1
reconciliation, viewing 1
van inventory, setting up 1
Invoice button, about 1
Invoice Line Items view
buttons (table) 1
buttons, default behavior (table) 1
invoices, reviewing outstanding 1
J
Journal Viewer, using to 1
L
list applets
See also List Applets
about and guidelines 1
List of Values, filtering out 1
log files
Companion Sync logs, using for troubleshooting 1
Direct Server Sync logs, using for troubleshooting 1
handheld device logs, using for troubleshooting 1
server logging levels, configuring 1
logging parameters, configuring 1
LogSQLStmts parameter, caution setting 1
LogSSAErrors parameter, caution setting 1
M
MarginBottom parameter, about 1
MarginLeft parameter, about 1
MarginRight parameter, about 1
MarginTop parameter, about 1
memory
application restart parameter, setting 1
caution, log files using available memory 1
multiple synchronization servers, about using 1
Multi-Value Group applet, support of 1
N
network performance, about 1
O
Open button, about 1
Order Line Items view buttons (table) 1
organization of guide 1
P
Page Break print tag 1
Paid button, about 1
PaperHeight parameter, about 1
PaperSize parameter, about 1
PaperWidth parameter, about 1
Pay button
Invoice Line Items view, about 1
Invoice Line Items view, default behavior 1
PDQ filters, administration
Direct Server Sync mode, about 1
performance
client performance, about 1
network performance, about 1
server performance, about 1
SQLTrace, enabling 1
pick applets, data filtering for
about 1
business object declarations, setting examples 1
configuration file directives 1
Popup Visibility Type setting, overriding 1
visibility, designating 1
Picture print tag 1
Planned Start field, exposing in Activities view 1
Pocket PC
form applets, layout sequence 1
menu bar, about using 1
multiple applet views, screen allocation 1
status bar, about 1
toolbars, configuring 1
uninstalling handheld application 1
pop-up lists
auto pop-up lists, about 1
data visibility, about controlling 1 , 2
Popup Visibility Type setting, overriding 1
Predefined Queries (PDQs)
about and example 1
All Records PDQs, about 1
default PDQs, configuring 1
general and default PDQ filters, described 1
PDQ filters, summary of use (table) 1
price list, associating with an account 1
print applets, designing
See also Designing Print Applets
about 1
form applets, designing 1
list applets, designing 1
Print button
See also Configuring Print Buttons
configuring (procedure) 1
configuring, about 1
Invoice Line Items view, about 1
Invoice Line Items view, default behavior 1
Order Line Items view, about 1
RMA Line Items view, about 1
print tagging language
See Overview
print templates
See also Installing Print Templates
Applet print tag 1
Cell print tag 1
Comment print tag 1
Divider print tag 1
EndofLine print tag 1
Footer print tag 1
Format print tag 1
GetCount print tag 1
GetDate print tag 1
GetField print tag 1
GetRegistry print tag 1
GetTime print tag 1
GetTotal print tag 1
Header print tag 1
Page Break print tag 1
Picture print tag 1
print template file example 1
print template file, creating overview 1
SetVariable print tag 1
Static Text print tag 1
Title print tag 1
variables, example using in template 1
PrinterBaudrate parameter, about 1
PrinterCompressed parameter, about 1
PrinterDensity parameter, about 1
PrinterDither parameter, about 1
PrinterDraftMode parameter, about 1
PrinterFormFeed parameter, about 1
PrinterHandshake parameter, about 1
PrinterOrientation parameter, about 1
PrinterPort parameter, about 1
PrinterType parameter, about 1
printing, configuration settings
See also Installing Print Templates
default printing settings, list of 1
MarginBottom parameter, about 1
MarginLeft parameter, about 1
MarginRight parameter, about 1
MarginTop parameter, about 1
PaperHeight parameter, about 1
PaperSize parameter, about 1
PaperWidth parameter, about 1
parameters and syntax, about 1
PrinterBaudrate parameter, about 1
PrinterCompressed parameter, about 1
PrinterDensity parameter, about 1
PrinterDither parameter, about 1
PrinterDraftMode parameter, about 1
PrinterFormFeed parameter, about 1
PrinterHandshake parameter, about 1
PrinterOrientation parameter, about 1
PrinterPort parameter, about 1
PrinterType parameter, about 1
printing, configuring for the handheld
See also Designing Print Applets
about 1
defining documents for printing 1
print applets, configuring for printing 1
print applets, designing 1
Print buttons, about configuring 1
Print buttons, configuring (procedure) 1
product administration, defining a case pack, defining 1
products
audit, indicating which products to audit 1
bonus threshold, setting a 1
indicating which products and account can order 1
sales representative, exchanging products between 1
tax list, creating 1
Q
Query by Example filters (QBE)
about 1
business component filters, adding 1
List of Values, filtering out 1
R
record payments, reviewing outstanding 1
recovering data
Companion Sync journal files 1
Siebel Handheld Journaling 1
reinstalling handheld application 1
remote database
See Synchronization Conflict Handling and Recovery
report
views, associating with 1
repository
.SRF file, location of 1
compiling, about 1
Repository Configuration, about 1
resources, additional 1
restore, troubleshooting 1
retail
audit, performing 1
order, executing 1
returns, collecting 1
RMA Line Items view buttons (table) 1
S
sales representatives, exchanging products between 1
screens and views (table)
Siebel eConsumer Goods 1
screens and views, designing
drill-down only views, about 1
multiple applet views, screen allocation 1
multiple applet views, toggling between 1
Planned Start and Duration fields, exposing in the Activities view 1
print templates and reports, views associated with 1
scripting
deactivating scripts, about 1
user interface methods, calls to 1
server installation
application restart parameter, setting 1
CompactFlash card, setting up installation on 1
database backup, enabling 1
Direct Server Synchronization (DDS), installation 1
DSS URL, about changing 1
external media, installing from 1
handheld logging parameters, configuring 1
hardware and network configuration, recommended 1
installation configuration file, editing 1
planning for, about 1
print templates, about installing 1
server logging levels, configuring 1
server process management, optimizing 1
server topology overview, about and diagram 1
synchronization performance and scalability 1
setup.ini file, location and editing 1
SetVariable print tag 1
Siebel eScript, issues and validation 1
Siebel Expert Services, about using 1
Siebel Handheld Client
handheld screen, about designing for 1
identify user activities, improving performance 1
minimal navigation, about designing applications 1
Multi-Value Group applet, support of 1
naming conventions, about 1
scripting, about 1
Siebel Web Client, differences in configuring 1
stop-and-go workflow, about supporting 1
testing the handheld application 1
unsupported functions (table) 1
user functionality, defining 1
Siebel Handheld Journaling
about and parameter settings 1
journal log files, location and name 1
Siebel Professional Services, about using 1
Siebel Visual Basic (VB), issues and validation 1
Siebel Web Client
Multi-Value Group applet, support of 1
scripting, issues and validation 1
Siebel Handheld client, differences in configuring 1
unsupported functions (table) 1
SQLTrace, enabling 1
.SRF file, location of 1
stand-alone installer, about creating 1
Static Text print tag 1
status bar, about 1
synchronization
See also Synchronization Conflict Handling and Recovery
Direct Server Sync via Proxy, about 1
Direct Server Sync, about and diagram 1
handheld synchronization errors, logging 1
methods and architecture 1
overview 1
preventing synchronization with another handheld 1
resynchronization problems, troubleshooting 1
synchronization conflicts, preventing 1
troubleshooting, about problems caused by 1
synchronization filters
synchronization, conflict handling and recovery
See also Recovering Data with Siebel Handheld Journaling
about 1
extended insert processing 1
extended pick processing settings, recommended 1
extended pick processing, about 1
extended pick processing, enabling 1
extended pick processing, resolving conflicts 1
T
tax list, associating an account with 1
templates, associating views with 1
testing the handheld application 1
timeout parameter, changing on Windows 1
Title print tag 1
toolbars, configuring
HPC 2000 toolbar functions (table) 1
Pocket PC 2002 toolbar functions (table) 1
transaction errors, viewing 1
troubleshooting
client installation, backup, and restore 1
client performance, about 1
Companion Sync log files 1
Direct Server Sync checklist, using 1
Direct Server Sync log files 1
handheld device logs 1
network performance, about 1
resynchronization problems 1
server performance, about 1
Siebel Expert Services, about using 1
Siebel Professional Services, about using 1
SQLTrace, enabling 1
synchronization, about problems caused by 1
timeout parameter, changing on Windows 2000 1
timeout parameter, changing on Windows NT 1
U
uninstalling handheld application 1
upgrading handheld application 1
user functionality, defining
about 1
general guidelines 1
user interface elements, configuring
about 1
auto pop-up lists, about 1
buttons, about and functionality (table) 1
form applets, group boxes 1
form applets, labels 1
form applets, layout sequence 1
Home Page applets, configuring 1
hyperlinks, about configuring 1
list applets, about and guidelines 1
menu bar, about using 1
status bar, about 1
toolbars, configuring 1
user interface methods, business component script calls to 1
V
van information
See also Recording Van Information
recording 1
van inventory, verifying 1
van inventory, setting up
See also Setting Up a Van Inventory
about 1
asset, setting up van as 1
inventory location, creating 1
product inventories, setting up 1
van product, creating 1
views
drill-down only views, about 1
new views, adding 1
visibility, designating 1
visit activities
See also Working With Visit Activities
beginning 1
closing and preparing for the next visit 1
ending 1
visit, preparing for
See also Beginning a Visit
visit, beginning 1
visit, reviewing 1
W
Windows, changing timeout parameter 1
Bookshelf Home | Contents | Index | Search | PDF |
Siebel eConsumer Goods Handheld Guide for Windows-Powered Devices Published: 18 July 2003 |