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Siebel Pharma Handheld Guide
What's New in This Release
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Overview of Siebel Pharma Handheld
Siebel Mobile Products
About Siebel Handheld Applications
Overview of Siebel Handheld Application Synchronization
Synchronization Methods and Architecture for Siebel Handheld Applications
Overview of Siebel Handheld Client Configuration
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Developing Siebel Handheld Applications
Overview of Siebel Handheld Application Architecture
Unsupported Features for Siebel Handheld Client
About Defining User Functionality in the Siebel Handheld Client
Configuration Guidelines for the Siebel Handheld Client
About Creating Siebel Handheld Application Projects
Designing Screens and Views for Siebel Handheld Applications
Working With Different Handheld Device Specifications
Configuring User Interface Elements in the Siebel Handheld Client
Configuring List Applets for the Siebel Handheld Client
Configuring Fields to Display as Pop-Up Text Areas in List Applets
Configuring Alpha Tabs in List Applets for the Siebel Handheld Client
Configuring Form Applets for the Siebel Handheld Client
Configuring Form UI Applets for the Siebel Handheld Client
Using Auto Pop-Up Lists in the Siebel Handheld Client
Configuring Tree Applets for the Siebel Handheld Client
About Home Page Applets in Siebel Handheld Applications
About Buttons in Siebel Handheld Applications
About Multi-Value Groups in Siebel Handheld Applications
About the Menu Bar in Siebel Handheld Applications
About Toolbars in Siebel Handheld Applications
About the Status Bar in the Siebel Handheld Application
About Hyperlinks in the Siebel Handheld Application
Using the COM Interface with Siebel Handheld Applications
Configuring Calendar Settings
User Properties for Calendar Settings
Configuring Calendar Color Codes and Descriptions
Configuring the Goto View Button
Configuring Calendar Buttons
Dynamic Drilldown from the Daily Calendar View to Med Ed Event
Configuring Find Enhancements
Configuring Best Times for Enhanced Find
Creating New Class Definitions
Creating Pick Applets
Creating or Modifying Pick Lists
Modifying the Account Business Component
Extracting Non UI Fields During Synchronization
Modifying Applets
Modifying Business Components for Extracting Popup Applets
Extracting Contact Find and Account Find Popup Applets
Setting Key Values in the Auxiliary Configuration File
Developing Tasks for Task UI in Siebel Handheld Applications
Designing a Task for Siebel Handheld Applications
Creating a Task for Siebel Handheld Applications
Example of Creating a Task for Siebel Handheld Application
Scripting in the Siebel Handheld Application
Compiling the Siebel Handheld Application
Installing and Setting Up End User Translation Functionality
Performing Setup for Initial String Translation
Distributing Translated Strings
Configuring Printing from the Siebel Handheld Application
Defining Documents for Siebel Handheld Applications
Designing Print Applets for Siebel Handheld Applications
Configuring Print Applets for the Siebel Handheld Application
Configuring Print Buttons for the Siebel Handheld Application
Creating Print Templates for the Siebel Handheld Application
Configuring a Printer Settings Dialog Box for the Siebel Handheld Application
Configuring Multiple Form and Multiple Quantity Printing for the Siebel Handheld Application
Configuring Siebel Handheld Applications to Open Other Applications
Configuring Signature Capture Capabilities in Siebel Handheld Applications
Enabling Signature Capture
Invoking Signature Capture Dialog Box and Display
Signature Capture Dialog Box and Signature Display
Example of Configuring Signature Capture in Activities More Info View in Siebel Handheld Applications
Adding a Signature Capture Button in Siebel Tools
User Properties for Signature Capture Applets
Testing the Siebel Handheld Application
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Siebel Handheld Application Administration
Overview of Siebel Handheld Application Administration Screens
Setting Up Users in Siebel Handheld Applications
Assigning User Responsibilities to Siebel Handheld Application Users
Creating Siebel Handheld Application Views
Specifying Views for the Siebel Handheld Application
About Business Component Filters
About Business Object Filters
About Thread Throttling in Siebel Handheld Applications
About Settings in the Administration Screens of Siebel Handheld Applications
Configuring Application Settings for Siebel Handheld Applications
Configuring Component Level Settings for Siebel Handheld Applications
Administering Barcode Settings for Siebel Handheld Applications
Enabling Barcode Scanning in Siebel Handheld Applications
Setting New Record Behavior for Barcode Scans
Mapping a Button for Socket In-Hand Scan Card
Creating New Barcode Definitions for Siebel Handheld Applications
Enabling Applications Views for Barcode Scanning
Enhancing the Behavior of the Barcode Scan
Example of Creating a New Barcode Definition in the Siebel Handheld Application
About BatchSync for Siebel Handheld Applications
Process for Administering Batch Sync for Siebel Handheld Applications
Enabling BatchSync for Siebel Handheld Applications
Downloading a Database Extraction
Reviewing Batch Synchronization Status
Running a Batch Extract
Running a Batch Transaction Process
Load Balancing Support for Synchronization
Setting the ApplicationDirectory Parameter
Enabling Encryption for Siebel Handheld Applications
Enabling Application Lockout for a Siebel Handheld Application
Enabling Authentication for a Siebel Handheld Application
Enabling Local Database Encryption for a Siebel Handheld Application
Storing Asynchronous Data
About Monitoring Synchronization Sessions for Siebel Handheld Applications
Monitoring Synchronization Sessions for Siebel Handheld Applications
Obtaining Error Details from Synchronization Sessions in Siebel Handheld Applications
Obtaining Business Component Information from Synchronization Conflicts in Siebel Handheld Applications
Obtaining an Audit Trail for Synchronization Sessions in Siebel Handheld Applications
Responding to Synchronization Errors in Siebel Handheld Applications
Organization Enabled LOV Support
Enabling Organization LOV Support in the Siebel Handheld Client
Example of Configuring, Enabling, and Using Multiple Organization LOVs in Handheld Applications
Process of Administering Siebel Pharma Handheld Applications
Managing Sample Records in Siebel Pharma Handheld Applications
Administering Disclaimer Text in Siebel Pharma Handheld Applications
Configuring Distributor Names in Siebel Pharma Handheld Applications
Performing a Signature Audit in Siebel Pharma Handheld Applications
Verifying Signature Capture in Siebel Pharma Handheld Applications
Configuring User Properties for Closing Inventory Periods in Siebel Pharma Handheld Applications
Configuring User Properties for Signature Capture Verification in Siebel Pharma Handheld Applications
Validation Logic of the Sign and Submit Buttons in Siebel Pharma Handheld Applications
Validating the DEA Number in Siebel Pharma Handheld Applications
Preparing Receipts for Calls in Siebel Pharma Handheld Applications
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Data Filtering for Siebel Handheld Applications
Developing Data Filters for Siebel Handheld Applications
Constructing Business Component and Business Object Filters for Siebel Handheld Applications
Business Object Filters for Siebel Handheld Applications
Recommendations for Managing Business Object Filters for Siebel Handheld Applications
Companion Synchronization Deployments
Direct Server Synchronization Deployments
Examples of Default Business Object Declarations
Designating Visibility
Overriding the Popup Visibility
Multiple Visibility Methods
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Deploying Siebel Handheld Applications
Overview of Deployment for the Siebel Handheld Application Client
Installing the Siebel Server for Direct Server Synchronization
Installing the Components for Direct Server Synchronization Using the Siebel Server Installer
Siebel Server Component Parameters for Direct Server Synchronization
Configuring the Siebel Server for Direct Server Synchronization
Configuring Logging Levels for Direct Server Synchronization
Configuring Logging Levels for Companion Synchronization
Optimizing Siebel Server Process Management for Direct Server Synchronization
Performance and Scalability of Synchronization for Handheld Applications
Providing Synchronization Security with Secure Sockets Layer
Process of Installing the Siebel Handheld Application
Editing the Siebel Handheld Application Installation Configuration File
Enabling Back Up of Siebel Handheld Application Database
Installing Print Templates in the Siebel Handheld Install Directory
Setting Up Siebel Handheld Application Installation on a CompactFlash Card
Changing the SyncURL on Handheld Devices
Installing the Siebel Handheld Application from External Media
Distributing Siebel Handheld Application Patches
Deploying Patches to Handheld Applications with Direct Server Synchronization
Deploying Handheld Application Patches with Companion Synchronization
Creating Handheld Application Upgrade Kits for Companion Synchronization PDA
Deploying Attachments to Handheld Applications with Direct Server Synchronization
Deploying Handheld Application Attachments with Companion Synchronization
Downloading Patches to the Handheld Device
Setting up PatchAgent on Windows 2003
Using PatchAgent to Distribute New Print Templates to the Handheld Device
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Synchronization Conflict Handling and Recovery with Siebel Handheld Applications
Preventing Synchronization Transaction Conflicts with Handheld Applications
Extended Pick Processing in Siebel Handheld Applications
Insert Failure Processing in Siebel Handheld Applications
Recovering Error Data in Siebel Handheld Applications
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Installing the Siebel Handheld Application
Process of Installing, Reinstalling, or Upgrading a Siebel Handheld Application
Uninstalling the Siebel Handheld Application
Installing the Siebel Handheld Application
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Working with Siebel Handheld Applications
Components of the Siebel Handheld Application Interface
Navigating the Siebel Handheld Application Interface
Navigating a List of Records in the Siebel Handheld Application
Entering Data with the Siebel Handheld Application
Finding and Querying Data in the Siebel Handheld Application
About Find in Siebel Handheld Applications
About Queries in Siebel Handheld Applications
Printing with the Siebel Handheld Application
Exporting Data with the Siebel Handheld Application
Setting User Preferences in the Siebel Handheld Application
Backing Up and Restoring Data with the Siebel Handheld Client
Synchronizing Data on Your Handheld Device
Using Synchronization with the Siebel Handheld Application Client
Using Companion Synchronization with the Siebel Handheld Client
Using Direct Server Synchronization with the Siebel Handheld Application Client
About Synchronization Options
Troubleshooting Synchronization with the Siebel Handheld Application Client
Guidelines for Improving Siebel Handheld Application Performance
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Using Siebel Pharma Handheld
Logging in to the Siebel Pharma Handheld Application
Viewing the Homepage for Siebel Pharma Handheld
About the Contacts Screen
Managing Contacts with Siebel Pharma Handheld Applications
Adding Contacts in Siebel Pharma Handheld
Adding Contact Addresses in Siebel Pharma Handheld
Adding and Editing License Information in Siebel Pharma Handheld
Specifying the Best Time to Call on a Contact in Siebel Pharma Handheld
Adding Shared Notes About a Contact in Siebel Pharma Handheld
Indicating Affiliations Between Contacts and Accounts in Siebel Pharma Handheld
Viewing Prescription Data in Siebel Pharma Handheld
Viewing and Creating Alerts with Siebel Pharma Handheld Applications
Viewing Events in Siebel Pharma Handheld
Viewing and Creating Assessments in Siebel Pharma Handheld
About the Accounts Screen
Managing Accounts with Siebel Pharma Handheld Applications
Adding Accounts in Siebel Pharma Handheld
Adding Account Addresses in Siebel Pharma Handheld
Specifying Best Times to Call Accounts in Siebel Pharma Handheld
Adding Notes About Accounts
Indicating Affiliations Between Accounts and Professionals in Siebel Pharma Handheld
Viewing Sales Data in Siebel Pharma Handheld
Viewing Product Focus in Siebel Pharma Handheld
Planning and Recording Calls in Siebel Pharma Handheld Applications
Scenarios for Calls in Siebel Pharma Applications
Call Management Procedures in Siebel Pharma Handheld Applications
Creating Contact Calls in Siebel Pharma Handheld
Recording Contact Calls in Siebel Pharma Handheld Applications
Recording a Contact Call for a Different Contact at the Time of Signature Capture
Creating Account Calls in Siebel Pharma Handheld
Recording Account Calls in Siebel Pharma Handheld Applications
Creating General Activities in Siebel Pharma Handheld Applications
Adding General Activities from Activities in Siebel Pharma Handheld
Adding General Activities Using Calendar in Siebel Pharma Handheld
Managing Samples in Siebel Pharma Handheld Applications
Scenario for Managing Samples in Siebel Pharma Handheld
Keeping the Samples Records in the Server and the Siebel Pharma Handheld Application Synchronized
How Siebel Samples Work with Calls
About Inventory Periods in Siebel Pharma Handheld
About Establishing an Initial Inventory Count in Siebel Pharma Handheld
About Samples Views in Siebel Pharma Handheld
Creating a Samples Order in Siebel Pharma Handheld
Creating a Samples Transfer in Siebel Pharma Handheld
Acknowledging Receipt of a Samples Transfer in Siebel Pharma Handheld
Adjusting a Samples Transaction in Siebel Pharma Handheld
Setting Up MedEd Events in Siebel Pharma Handheld Applications
Creating a MedEd Event in Siebel Pharma Handheld
Inviting Professionals to MedEd Events Using Siebel Pharma Handheld
Creating Expense Reports in Siebel Pharma Handheld Applications
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Troubleshooting
Troubleshooting Siebel Handheld Application Installation
Troubleshooting Siebel Handheld Application Synchronization
Companion Synchronization Checklist
Direct Server Synchronization Checklist
Resynchronizing Problems
Synchronization Timeout Parameters
Siebel Handheld Application Log Files
Direct Server Synchronization Log and Output Files
Companion Synchronization Log and Output Files
Handheld Device Log
Using SQLTrace with Siebel Handheld Applications
End User Error Messages
Web Server Timeout Errors
Handheld Device Timeout Errors
Siebel Handheld Application Performance
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Screens and Views
Screens and Views
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Business Components and Classes
Business Components for Siebel Pharma Handheld
Business Component Classes for Siebel Pharma Handheld
Applet Classes for Siebel Pharma Handheld
Siebel Pharma Handheld Objects that Must Not Be Modified
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User Properties
User Properties for Siebel Pharma Handheld Applications
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Print Tagging Language
Overview of Print Tagging Language for Siebel Handheld Applications
Print Mode Tags
Absolute Tag
Relative Tag
Data Output Tags
Applet Tag
Cell Tag
Picture Tag
Static Text Tag
Print Formatting Tags
Background Tag
Comment Tag
Divider Tag
DrawRect Tag
EndOfLine Tag
EndOfPage Tag
Footer Tag
Format Tag
Frame Tag
Header Tag
Landscape Tag
List Tag
LineTo Tag
Margin Tag
PageBreak Tag
Portrait Tag
Title Tag
Get and Set Tags
GetCount Tag
GetDate Tag
GetDirect Tag
GetField Tag
GetRegistry Tag
GetTime Tag
GetTotal Tag
SetVariable Tag
Control Positioning Tags
GetX Tag
GetY Tag
Offset Tag
SetX Tag
SetY Tag
Data Manipulation and Logic Tags
Concat Tag
Conditional Tags
sql (WHERE) Tag
Variable Parameter Tags
Using Variables in Print Templates
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Print Configuration Settings
Overview of Print Configuration Settings for Siebel Handheld Applications
Print Configuration Settings
MarginBottom
MarginLeft
MarginRight
MarginTop
PaperHeight
PaperSize
PaperWidth
PrinterBaudrate
PrinterCompressed
PrinterDensity
PrinterDither
PrinterDraftMode
PrinterFormFeed
PrinterHandshake
PrinterOrientation
PrinterPort
PrinterType
PrinterUserSelect
Default Printing Settings
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COM Extensibility
About COM Extensibility
Overview of the SCEC Framework
Receiving Event Notifications
Invoking Siebel Methods (Action Requests)
Obtaining and Using Action Request Interface References
Process of Implementing a SCEC
Obtaining the SCEC Support Files
Generating and Configuring a SCEC
Modifying SCEC Files
Deploying SCEC Files to a PDA Device
Configuring SCEC User Properties in Siebel Tools
Configuring SCEC Registry Settings
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