Siebel Remote and Replication Manager Administration Guide > Configuring the Siebel Server > Options for Configuring the Siebel Server >

Using Time Filters to Prevent Sending Old Data

You can use the Time Filters feature to prevent Siebel Remote from sending some kinds of older data to remote clients during database extraction or synchronization. Reducing the amount of data that Siebel Remote sends can reduce the amount of time that it requires to extract and synchronize with the server database. Time filtering can also improve response time for the remote client.

Siebel Remote deploys time filtering for each dock object. You can choose a cutoff date for a dock object, such as Activity. If the user modifies data before the cutoff date occurs, then Siebel Remote does not include this data in the extraction or synchronization.

The cutoff date for each dock object is a fixed date that Siebel Remote does not dynamically adjust. If you modify the cutoff date, then you must reextract the remote client. If you do not reextract the remote client after you modify the cutoff date, then this client retains unnecessary older data in the local database. Storage of this old data can degrade performance.

For more information, see Transaction Router Server Component.

Starting Time Filtering for Dock Objects

This topic describes how to start time filtering for a dock object.

CAUTION:  For important caution information setting time filtering, see Caution About Extracting the Server Database.

To start time filtering for dock objects

1. Log in to a remote client that is connected to the Siebel Server.
2. Navigate to the Administration - Siebel Remote screen, and then the Time Filters view.
3. In the Time Filters list, click New to display an empty record.
4. In the Dock Object field, choose the dock object where you must configure time filtering.

   If the remote client does not display the dock object you require, then you can define it. For more information, see Defining a New Dock Object for Time Filtering.

5. Specify a date and time in the Cutoff Time field.

   Specifying this date and time limits the data that Siebel Remote extracts and synchronizes for the dock object that you chose in Step 4.

6. To save the time filter, step off the record.
7. Restart the Transaction Router server component.

   You can create a time filter while the Transaction Router is running. The time filter you create affects database extracts that Siebel Remote starts after it saves the time filter. To affect synchronizations, you must restart the Transaction Router server component after you save the time filter.

Stopping Time Filtering for Dock Objects

If you use time filtering but determine that your business requires Siebel Remote to synchronize older data, then you can stop time filtering for a dock object.

To stop time filtering for dock objects

1. Log in to the Siebel Server with administrator privileges.

   For more information, see Logging In to the Siebel Server as an Administrator.

2. Navigate to the Administration - Siebel Remote screen, and then the Time Filters view.
3. In the Time Filters list, choose the record that lists the dock object where Siebel Remote must synchronize older data.
4. Click Delete.

   Repeat Step 3 and Step 4 for other dock objects that no longer require time filtering.

5. Restart the Transaction Router server component.

   You can delete a time filter while the Transaction Router is running. The time filter you delete affects database extracts that Siebel Remote starts after it deletes the time filter. To affect synchronizations, you must restart the Transaction Router server component after you delete the time filter. For more information, see Configuring Server Components for Synchronization and Transactions.

6. Reextract local databases for remote clients that require access to the older data.

   For more information, see Extracting and Initializing a Remote Database.

Defining a New Dock Object for Time Filtering

This topic describes how to make time filtering available for a dock object that is not predefined for time filtering. Beginning with Siebel CRM version 7.7, you can customize the dock objects that you specify with a time filter. Time filtering is predefined on the following dock objects:

• Activity
• Expense
• Expense Report
• Invoice
• Opportunity
• Price List
• Project
• Project Item
• Quote
• Service Request

You can define more dock objects for time filtering. For many Siebel implementations most of the benefits that time filtering provides comes from using predefined dock objects.

To define a new dock object for time filtering

1. If necessary, expose the Dock Object object type.

   For more information, see Preparing Siebel Tools to Configure Siebel Remote.

2. In the Object Explorer, choose Dock Object.
3. In the Dock Objects list, examine the list of names in the Name property to locate the dock object where you must use time filtering, and then make a note of the exact spelling of the name.
4. Log in to the Siebel Server with administrator privileges.

   For more information, see Logging In to the Siebel Server as an Administrator.

5. Navigate to the Administration - Data screen, and then the List of Values view.

   This example adds a new value to a List of Values (LOV). For more information, see Siebel Applications Administration Guide.

6. In the Type field of the List of Values list, enter the following query:

   *DOCK_OBJ_TIME_FILTER*

7. Choose a record, click Menu, and then chose the Copy Record menu item.
8. In the Language-Independent Code field of the new record, enter the exact name of the dock object that you identified in Step 3.
9. In the Display Value field of the new record, enter the name to display in the Siebel application when you configure time filtering for this dock object.
10. Examine the copied values in the other fields of the new record, make required modifications, and then save the record.
11. Start time filtering for the dock object.

    For more information, see Starting Time Filtering for Dock Objects.

Preparing Siebel Tools to Configure Siebel Remote

This topic describes how to prepare Siebel Tools to configure Siebel Remote.

To prepare Siebel Tools to configure Siebel Remote

1. Log in to Siebel Tools.
2. Choose the View menu, and then the Options menu item.
3. Click the Object Explorer tab.
4. In the Object Explorer Hierarchy window, make sure there is a check mark with a white background next to the Dock Object check box.
5. Click OK.