Siebel Remote and Replication Manager Administration Guide > Synchronizing the Remote Client >

Synchronizing the Remote Client

This task is a step in Roadmap for Implementing Siebel Remote. It includes the following topics:

• User Preferences for Synchronization
• About the Siebel Remote Dialog Box

To get and view updates that exist in the server database, the user must synchronize. These updates might include CRM data, such as accounts and contacts, and other information that exists in the file system, such as documentation, marketing literature, and sales brochure. This topic describes how to synchronize while using a Siebel application. To synchronize in stand-alone mode, the user can also use the Siebel Remote icon.

To synchronize the remote client

1. Access the remote client.
2. Navigate to the Siebel program group, and then start the Siebel application, such as Siebel Sales.
3. Set synchronization parameters:
   1. Navigate to the User Preferences screen, and then the DB Synchronization view.
   2. In the DB Synchronization form, set the synchronization parameters.

      For more information, see User Preferences for Synchronization.

4. To open the Siebel Remote dialog box, do one of the following:
   • Choose the File menu in a Siebel application, and then the Synchronize Database menu item.
   • Run the stand-alone synchronizer. For more information, see Using the Stand-Alone Synchronizer.
5. Place a check mark next to each synchronization action that you must run.

   For more information, see Synchronization Actions.

6. Click Synchronize.

   Siebel Remote displays a progress indicator. If a synchronization includes upload, download, or apply operations, then the indicator initially displays the progress of the upload and download operation. If upload and download finishes, then the indicator displays the progress of the apply operation.