Siebel Wireless Administration Guide For Financial Services
Introduction
How This Guide Is Organized
Revision History
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Getting Started
Architecture Overview
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Installing Siebel Wireless
Installation Prerequisites
Wireless-Enabled Devices
Siebel Web Client Administrator Access
Setting Up Web Servers to Support WML MIME Types
External IP Address
Incremental Installation and Configuration
Required Server Components
Required Siebel Component Groups
Server Configuration Files
Assigning Wireless Responsibilities to Users
Tuning Performance and Scalability
Auto Login and Auto Registration
Setting the Default Auto Login Level
The Auto Registration Process
Setting Auto Login Permissions
Siebel Data Required by the Auto Login Feature
Authentication and Access Control
Directory Server Support for Trusted Auto-Login
International Code Page Support
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Configuring Siebel Wireless
Configuring with Server Configuration Files
Altering the Number of Records Returned by Lists
Turning Off Case Sensitivity
Configuring Main Menu Layout and Record Order
Cfg File Settings
Configuring Record Order
Removing an Application
Configuring with Siebel Tools
Supported Classes
Supported HTML Types
Supported Methods
Preventing Picklists from Displaying a Blank Line
Rerouting Users to Different Views
Detail Applet Control Layout
Masking Passwords
Setting Up Currency Fields for Banking and Brokerage
Local Phone Numbers
Configuring Template Files and XSL
Designing with Templates
Template File Overview
XML Web Interface and HTML Browser Support
XSL Stylesheet File Overview
Managing Browser Types
Supporting Wireless Requests with Multiple Markup Languages
Configuring Predefined Queries (PDQs)
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Using Siebel Wireless
Using the Mobile Device
Scroll Keys
Soft Keys
Connecting and Logging In
Logging Off
Entering Text
General Tips
Capitalization
Clearing Text
Entering Dates
Entering Times
Entering Phone Numbers
Entering Currency
Primary Contacts and Accounts
Searching
Personalizing Your Wireless Device
Mobile Devices
Message Delivery
Mobile Alerts
Main Menu Layout
Record Order
Screens and Views
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Using Wireless Banking and Brokerage
Main Menu
Accounts
Accounts Links
Working with Accounts Details
Account Detail Links
Funds Transfer
Funds Transfer Links
Portfolio
Portfolio Links
Working with Holdings Details
Holdings Detail Links
Applications
Applications Links
Pay Bills
Paying a Bill
Seeing a Scheduled Bill Payment
Usage Scenario for Siebel Wireless Banking and Brokerage
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Using Wireless eFinance and eInsurance
Main Menu
Calendar
Calendar Links
Contacts
Searching for a Contact
Contact Links
Working with Contact Details
Contact Detail Links
Companies
Searching for a Company
Company Links
Working with Company Details
Company Detail Links
Activities
Searching for an Activity
Activity Links
Working with Activity Details
Activity Detail Links
Opportunities (Sales Only)
Searching for an Opportunity
Opportunity Links
Working with Opportunity Details
Opportunity Detail Links
Service Requests (Service Only)
Searching for a Service Request
Service Request Links
Working with Service Request Details
Service Request Detail Links
Correspondence
Searching for Correspondence Templates
Correspondence Links
Working with Correspondence Details
Correspondence Detail Links
Common Scenarios
Usage Scenario for Siebel Wireless Sales
Usage Scenario for Siebel Wireless Service
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Troubleshooting Siebel Wireless Problems
Error Message Appears When Using Back Button
Activity Description Is Lost
Digest Too Large
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Siebel Mobile Connector
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WAP Server Deployment Options
Carrier Option
Enterprise Option
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