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User Synchronization Options for Mobile Web Client

This section describes user synchronization options supported by Siebel Remote and Siebel Mobile Web Client.

Users access synchronization options by doing either of the following:

Synchronization occurs in the background, so you can continue to use Siebel applications during synchronization.

The auto-synchronization option for running Siebel Remote in stand-alone mode helps maintain the frequency of synchronization. After initializing their local databases, mobile users enable or disable auto-synchronization by choosing View > User Preferences > DB Synchronization. For more information, see Using Auto-Synchronization.

Synchronization Dialog Box

The Siebel Remote synchronization dialog box shown in Figure 2 contains a list of synchronization actions.

Depending on your database options, the list may appear different from that in the example. For instance, if you do not have a local database, the dialog box may contain only the Connect to Server action.

Figure 2.  Siebel Remote Synchronization Dialog Box

Click for full size image

Synchronization Actions

This section describes the available synchronization actions in the Siebel Remote synchronization dialog box.

Synchronization Action States

In the Siebel Remote synchronization dialog box, you can enable or disable each action by checking the check box to the left of the action. Explanations of the possible check box states are shown below:

Enabled. This action will run when its turn comes.

Disabled. This action will not run when its turn comes.

Not runnable. This action cannot run because an action it depends upon did not (or will not) run.

Finished. This action is finished.

Skipped. This action was skipped.

While an action is running, you can click the check box for the action to disable it before the action has finished. If an action is running when you disable it, it stops as soon as possible, and synchronization continues with the next action.

The action status check boxes persist throughout the session. If you start synchronization with the option Apply database changes disabled, it remains disabled throughout synchronization. If you restart Siebel applications, the action status check boxes return to their default state (enabled).

Item Status Field

The word pausing appears in the Item Status field. Actions are made up of one or more items and may be hidden. The items (and sub-items) that appear in this field update the synchronization status for the user. Below the Item Status field is the item progress indicator, which indicates the remaining processing time for the item.

NOTE:  The progress indicator provides reasonably accurate time estimates for long-running items, such as transferring files or merging transactions, but less accurate estimates for short-running items, such as connecting to the server or database.

Skip File Button

The Skip File button is enabled whenever synchronization is performing an item or sub-item that is not critical to the current action. Retrieving an optional attachment file is the only action that can be skipped. Clicking this button skips the current item or sub-item, and the current action continues. Double-clicking this button generates a prompt and skips all remaining optional items for this action.

Overall Transfer Progress Panel

This panel appears when communications with the server are active. The progress indicator displays the progress toward completing the actions that require the communications line.

Transfer Time Remaining Field

This field contains the estimated time for completing the actions.

NOTE:  The estimated time may be inaccurate when large attachment files are transferred.

Synchronize/Stop Command Button

The Synchronize button starts synchronization. You can click this button even while synchronization is still performing hidden actions, such as connecting to the local database and extracting local database changes. When you click this button, the synchronization dialog box is hidden (unless SHIFT is held down), and the label on the button changes to Stop.

Clicking the button again (Stop) stops synchronization if it is still running. When synchronization finishes, the button changes to OK. Clicking the button again hides the synchronization dialog box.

If the dialog box is hidden while synchronization is running, invoking synchronization redisplays the dialog box. If synchronization is finished, invoking synchronization resets and redisplays the dialog box.

Cancel/Hide Button

Clicking the Synchronize button automatically hides the synchronization dialog box, unless you hold down SHIFT when you click the button. If the dialog box is hidden, you can redisplay it by clicking the corresponding icon in the system tray.

If the synchronization dialog box is displayed:

Setup Button

Clicking the Setup button displays the Docking Preferences dialog box. The two File options control which files to synchronize. File options can be changed while synchronization is running.

Using Auto-Synchronization

Auto-synchronization increases the frequency of synchronization sessions, thereby decreasing the volume of transactions for each session and shortening the average connect time.

The Auto-Synchronization Agent runs in the background at scheduled times to perform automatic synchronization when the user is connected to the network.

Follow the procedure below to invoke auto-synchronization and the available options. One of the options is a synchronization reminder that prompts the user to synchronize if a specified period passes without a synchronization session.

The Siebel Autosync shortcut is installed in the Startup folder when the Siebel client is installed. This enables the Auto-Synchronization Agent to be launched when the Windows session is started.

NOTE:  Auto-synchronization can be enabled only if a local database exists on the client machine.

To enable auto-synchronization

  1. Verify that the local database is initialized.
  2. Log into the local database, and navigate to View > User Preferences > DB Synchronization.
  3. Choose one of the available Auto-Synchronization options listed in Table 10.
  4. Table 10.  Auto-Synchronization Options
    Enable Auto-Synchronization check box
    Required to enable auto-synchronization.
    User Confirmation check box
    Maximum Retries picklist
    Defaults to zero, but recommend 2 or 3.
    Maximum Network Latency picklist
    Required. Sets a network latency that will prevent the auto-synchronization agent from invoking a synchronization session. The administrator establishes this policy. For example, at 56 KB, the threshold may be 200-300 milliseconds or higher.

  5. Specify a value for the Synchronization Frequency picklist, as listed in Table 11, then complete other relevant options in this section.
  6. Table 11.  Synchronization Frequency Options
    Default is Empty. Same behavior as if auto-synchronization is disabled.
    System boot up
    Perform the next synchronization after the computer is started and operational. If no network connection is available, try again the next time the computer is rebooted.
    Mobile Client Start up
    Perform synchronization after the Mobile Web Client is started. If no network connection is available, try again the next time the client is started.
    Perform synchronization every hour at the specified time increment chosen in the Hourly At picklist. If the computer is not operational at the specified time, then perform the synchronization at the scheduled time.
    Perform synchronization every day at the specified time entered in the Daily At field. If the computer is not operational at the specified hour, then perform the synchronization at the earliest time when the machine is operational.
    Perform synchronization every week on the specified day chosen in the Weekly On picklist, and at the specified time entered in the Weekly At field. If the computer is not operational at the specified time, then perform the synchronization at the earliest time when the machine is operational.

  7. In the Synchronization Reminder form, check or pick the following:

 Siebel Web Client Administration Guide
 Published: 18 June 2003