Siebel eConsumer Goods Handheld Guide for Windows-Powered Devices
Introduction
How This Guide Is Organized
Additional Resources
Revision History
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Overview
Siebel Handheld
Functional Differences
Using Siebel Tools
Filtering
Deploying
Backing Up and Restoring Data
Synchronization Overview
Synchronization Methods and Architecture
Configuring the Siebel Handheld Client Application
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Application Development
Architectural Overview
Unsupported Features
Multi-Value Groups (MVG)
Functions
Defining User Functionality
General Guidelines
Taking Advantage of the Handheld Device
Creating a Handheld Project
Designing Screens and Views
Multiple Applet Views
Drill-down Only Views
Views with Associated Print Templates or Reports
Configuring the Activities View
Configuring User Interface Elements
List Applets
Form Applets
Auto Pop-Up Lists
Home Page Applets
Buttons
Menu Bar
Toolbars
Status Bar
Hyperlinks
Preventing Synchronization Conflicts
Recommended Configuration Guidelines
Compiling the Application
Configuring Printing from the Handheld
Defining Documents
Designing Print Applets
Configuring Applets for Printing
Configuring Print Buttons
Creating Print Templates
Testing the Handheld Application
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Application Administration
Assigning User Responsibilities
Administering Handheld Views
Adding Views to the Application
Specifying Default Views in the Configuration File
Preventing Synchronization With Another Handheld Device
Setting Up a Van Inventory
Creating a Van Product
Setting Up a Van as an Asset
Creating an Inventory Location for a Van
Setting Up Product Inventories
Setting Up Products
Setting a Bonus Threshold
Creating a Tax List
Accounts Administration
Setting Available Credit for an Account
Associating a Price List with an Account
Associating a Tax List with an Account
Indicating Which Products an Account May Order
Indicating Which Products to Audit
Product Administration
Document ID Administration
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Data Filtering
Types of Data Filters
Developing Data Filters
Query by Example Filters
Adding Business Component Filters
Filtering Out List of Values
Predefined Query Filters
General and Default PDQ Filters
Configuring Default PDQs
All Records PDQ
Summary of PDQ Filter Availability
Administration of PDQ Filters
Stand-Alone Deployments
Filtering Data for Pick Applets
Configuration File Directives
Examples of Business Object Declarations
Designating Visibility
Overriding the Popup Visibility
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Deployment
Scripting
Server Installation
Server Topology Overview
Recommended Hardware and Network Configuration
Server Installation for Direct Server Sync
Configuring Server Logging Levels
Optimizing Server Process Management
Synchronization Performance and Scalability
Handheld Device Installation
Editing the Installation Configuration File
Enabling Database Backup
Setting up Installation on a CompactFlash Card
Setting the Application Restart Parameter
Configuring Handheld Logging Parameters
Changing the DSS URL on Devices
Installing Print Templates
Installing from External Media
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Synchronization Conflict Handling and Recovery
Preventing Synchronization Transaction Conflicts
Extended Pick Processing
Enabling Extended Pick Processing
Extended Insert Processing
Recovering Data with Siebel Handheld Journaling
Location and Name of Journal Log Files
Companion Sync Journal Files
Automatic Forwarding of Journal Log Files
Concatenating Journal Log Files
Macro Constants
Viewing Transaction Errors
Using the Journal Viewer
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Installing the Handheld Application
Installing on the Handheld
Installing for Direct Server Sync Users
Reinstalling or Upgrading the Handheld Application
Uninstalling the Handheld Application
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Working with Siebel Handheld Applications
Components of the Handheld Interface
Screens Menu
Show Drop-Down List
Application-Level Menu
Queries Drop-Down List
Siebel Toolbar
Customizing the Toolbar
Minimize Button
Status Bar
Navigating the Handheld Interface
Screens Menu
Show Drop-Down List
More Info View
Toggling Between Applets
Expandable Fields
Navigating a List of Records
History Arrows
Record Navigation Buttons
Entering Data
Working with Columns
Querying Data
Printing
Exporting Data
Calendar and Calendar Views
Setting User Preferences
Backing Up and Restoring Data
Automatic Backup After Synchronization
Backing Up Data
Restoring Data from a Backup
Synchronizing Data
Using Direct Server Synchronization
Troubleshooting
Improving Application Performance
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Using eConsumer Goods Handheld
Business Scenario
Procedures Presented
Backing Up the Handheld
Recording Van Information
Verifying Van Inventory
Preparing for a Visit
Beginning a Visit
Working With Visit Activities
Reviewing Billings
Conducting a Retail Audit
Collecting Returns
Executing a Retail Order
Closing the Visit
Other Activities
Recording a Deposit
Exchanging Products Between Sales Representatives
Reconciling Inventory
Buttons and Status
Order Line Items View Buttons
RMA Line Items View Buttons
Invoice Line Items View Buttons
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Troubleshooting
Installation
Client Installation, Backup, and Restore
Synchronization
Direct Server Sync Checklist
Re-synchronizing Problems
Log Files
Direct Server Sync Log Files
Companion Sync Log Files
Handheld Device Logs
SQLTrace
End User Error Messages
Web Server Timeout Errors
Performance
Client Performance
Server Performance
Network Performance
Siebel Services
Siebel Professional Services
Siebel Expert Services
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Screens and Views
Screens and Views
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Business Components and Classes
Business Components
Business Component Classes
Applet Classes
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User Properties
Global User Properties
Order Entry - Orders Business Component
FS Invoice Business Component
FS Invoice Payments Business Component
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Print Tagging Language
Overview
Applet
Cell
Comment
Divider
EndOfLine
Footer
Format
GetCount
GetDate
GetField
GetRegistry
GetTime
GetTotal
Header
Page Break
Picture
SetVariable
Static Text
Title
Print Template File Examples
Using Variables in Print Templates
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Print Configuration Settings
Overview
MarginBottom
MarginLeft
MarginRight
MarginTop
PaperHeight
PaperSize
PaperWidth
PrinterBaudrate
PrinterCompressed
PrinterDensity
PrinterDither
PrinterDraftMode
PrinterFormFeed
PrinterHandshake
PrinterOrientation
PrinterPort
PrinterType
Default Printing Settings
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