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

Registering a Mobile Web Client

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This section describes how to register a Mobile Web Client. It assumes the Siebel Administrator has previously set up this user as a user in the Siebel application.

If you need to add a large number of Mobile Web Clients to the application, you can consider using EIM to perform a batch load. If your deployment includes Replication Manager, keep in mind that this EIM functionality is only supported on the HQ node. For more information on how to load data into interface tables and then populate base tables, see Siebel Enterprise Integration Manager Administration Guide.

Make sure that mobile users have access to the following views in their responsibilities:

• Mobile User Summary View. Shows current state of the Siebel Remote Client. Useful for obtaining information about when the client was extracted, when it was initialized, and the last synchronization session. This view is displayed by navigating to User Preferences > Mobile User Summary.
• Dock Session Log. Shows information about synchronization sessions, including information about conflicts and other results of those sessions. This view is displayed by navigating to User Preferences > Remote Status.
• Auto Synchronization View. Allows each mobile user to perform the following tasks. This view is displayed by navigating to User Preferences > DB Synchronization.
  • Enable, disable, or configure autosynchronization and synchronization reminders
  • Set up synchronization authentication credentials
  • Set parameters that govern synchronization session behavior

For additional information about setting up employees and adding access to views, see Applications Administration Guide.

To register a new Mobile Web Client on a node

1. Navigate to Site Map > Siebel Remote Administration > Mobile Clients.
2. From the Parent Server list, select the appropriate node.

   If your deployment does not use Replication Manager, then the appropriate node is HQ.

3. In the Mobile Clients list, click New.
4. In the new Mobile Clients record, enter the Mobile Web Client name in the Mobile Client field.

   CAUTION:  The Mobile Web Client name must be entered in uppercase letters and be eight characters or less. It is recommended that you use the Mobile Web Client User ID (see next step) as the Mobile Web Client name. It can contain only Roman, alphanumeric, and the _ or - characters. It cannot include spaces, periods, or other invalid characters ( / \ : * ? " < >|) as in the DOS file naming schema. Siebel Remote uses the Mobile Web Client name to create inbox and outbox directories on the Siebel Server.

5. In the User ID field, click the select button, and choose the User ID of the mobile user.

   User ID is used to access the user's local database during initialization and synchronization.

6. In the Routing Model field, click the select button, and choose the data routing model to which the mobile user belongs.

   For information on data routing models, see Using Routing Models.

7. In the Language(s) field, click the select button, and choose the preferred language or languages for the mobile user. If the preferred languages are not available, click New and follow the instructions in the dialog boxes to add these choices.

   A language preference allows the mobile user to download data in a preferred language, or languages, for the following dock objects that contain Translation Tables: LOV, Product, Literature, Catalog, Catalog Category. This helps optimize the size of the local databases.

   Dock objects are logical groups of tables with special schema structures to synchronize data between a server database and a mobile database in a coherent manner.

   By default, the Language(s) field is empty, which means the mobile user will receive data in all the languages for these dock objects.

   Data for each of the other dock objects is routed to Mobile Web Clients based on the normal visibility rules.

8. Complete the remaining fields as appropriate.

   The Sync Password field is used by the Synchronization Manager if the authentication method in the Siebel Server Component Parameters is set to Siebel. Set the password in this field and give it to the mobile user.

   The App Server Name field is not populated until the Database Extract is run for the mobile user. At the time the Mobile Web Client record is created (S_NODE) the APP_SERVER_NAME field is NULL.

   NOTE:  If you use EIM to load mobile user records, records without an HQ node as the parent node do not appear in the Mobile Clients view. The parent node is stored in the following two columns: EIM_NODE.par_name and EIM_NODE.par_node_type_cd. Although these columns are not required for EIM, they are required for Siebel Remote. When you enter mobile users using the Mobile Clients view, these columns are populated by default.

9. If the data routing model assigned to this mobile user is Sales Representative, Analyst, Minimal Data, or Sales Manager, navigate to Applications Administration > Responsibilities > Responsibilities list, and select the corresponding Responsibility with the Routing Model suffix.

   The corresponding Responsibility with the Routing Model suffix relates to the data routing model assigned in Step 6 above. For more information about corresponding routing models and how these help optimize the size of local databases, see Limiting Views Available to Mobile Web Clients.

   1. In the Users list, add a new record.
   2. In the Add Users Selection dialog box, select the mobile user and click OK.

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