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Siebel CRM Siebel Mobile Guide: Connected
Siebel Innovation Pack 2014 Rev. A
E52426-01
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Integrating Siebel Mobile with Native Device Features

This topic describes how to integrate Siebel Mobile with native device features. It includes the following information:

Overview of Siebel Mobile Integration with Native Device Features

You can access and use the following native device features from Siebel Mobile, provided that you download and set up the Siebel Mobile Application Container (Siebel app) from the Apple App store first:

  • File System Access. From Siebel Mobile, you can access the native device local hard disk space to read data from and write data to files stored locally on the device using either relative or absolute paths, or the file URL (file://host/path). Depending on mobile application set up and on whether you are using Siebel Mobile connected or disconnected, Siebel Mobile routes commands to the Siebel Server (if online) or local resources (if offline) as required.

  • Location Services. From Siebel Mobile, you can use the native device location services to obtain more accurate location data. For more information about using location services on a mobile device, see "Displaying Location Details in Siebel Mobile" and "Configuring the Privacy Settings for Native Device Feature".


Note :

In the current release of Siebel Mobile, SQLite has replaced WebSQL. Note the following:
  • SQLite implements the SQL database system and its query language is a simplified version of SQL.

  • SQLite is an embedded SQL database engine and it reads and writes to ordinary disk files.

  • Whereas WebSQL implementations have a 50 megabyte data download limit, this limitation does not apply to SQLite.


Downloading and Installing the Siebel Mobile Application Container (Siebel App)

This topic shows you how to download and install the Siebel Mobile Application Container (Siebel app) on your mobile device. You need the Siebel Mobile Application Container to dynamically link to a Siebel Mobile server so that you will be able to access and use the following native device features from Siebel Mobile:

  • Local file system

  • Location services

Use the following procedure to download and install the Siebel Mobile Application Container (Siebel app) from the Apple App Store for iPad and iPhone devices. If you want to create and deploy your own customized Siebel Mobile Application Container, then ignore this procedure and see "Using the Siebel Mobile Archive MAA File (Administrator Task)" for more information.

To download and install the Siebel Mobile Application Container (Siebel app) from the Apple App Store 

  1. Start your mobile device.

  2. Go to the Apple App Store (http://store.apple.com/us) and search for the following app:

          Siebel

  3. Tap FREE to download the Siebel app.

  4. Tap INSTALL to install the Siebel app.

  5. Enter your Apple ID password to install the Siebel app on your mobile device.

  6. Configure the Siebel app.

    For more information, see "Configuring the Siebel Mobile Application Container (Siebel App) on an iOS Device".

Using the Siebel Mobile Archive MAA File (Administrator Task)

Instead of downloading the Siebel Mobile Application Container (Siebel app) from the App store and installing it on a mobile device as described in "Downloading and Installing the Siebel Mobile Application Container (Siebel App)", administrators can download the Siebel Mobile archive file (Siebel.maa) from Oracle Software Delivery Cloud (https://edelivery.oracle.com) and use the archive file to create and deploy a customized Siebel app for iPad and iPhone devices.

For more information about how to use Oracle JDeveloper to create a new Mobile Application Framework (MAF) application from an archive (.maa) file, how to deploy the mobile application, and customize the application (for example, replace the application images), see the supporting documentation for Oracle JDeveloper:

http://docs.oracle.com/cd/E53569_01/tutorials/tut_jdev_maf_setup/tut_jdev_maf_setup.html

Setting Up the Host Server for Siebel Mobile

The following procedure shows you how to set up the host server where Siebel Mobile connected applications are located. This is a required task if using Siebel Mobile version 2.0.

To set up the host server for Siebel Mobile  

  1. After installing and configuring Siebel Web Server Extension (SWSE), copy the mobileapplist.lst file from SWSEHome to the host Web server root path.

    For example on Microsoft Windows (IIS), navigate to Local Disk (C), inetput, wwwroot and paste a copy of the mobapplist.lst file in this location. On UNIX, copy the .lst file to the Web server root and make sure it supports the .lst MIME type. .

    The following table summarizes the Web server paths for different operating systems.

    Field Web Server Path
    Windows C:\inetpub\wwwroot\
    Linux <Build Installed directory>/web/Oracle_WT1/instances/instance1/config/OHS/ohs1/htdocs
    Solaris <Build Installed directory>/ web/ https-localhost/docs
    HP-UX <Build Installed directory>/ web / htdocs
    AIX <Build Installed directory>/ web / htdocs

  2. Open the mobileapplist.lst file in a text editor.

    The content in the file is as follows:

    {
    "1":{"id":"1","name":"Siebel ePharma Mobile","lang":"LanguageCode","url":"http(s):// webserver_hostname:http_port/epharmam_LanguageCode/"},
    "2":{"id":"2","name":"Siebel Service for Mobile","lang":"LanguageCode","url":"http(s):// webserver_hostname:http_port/servicem_LanguageCode/"}
    }
    
  3. Edit the mobileapplist.lst file as follows:

    1. Change LanguageCode to the language in which you want to run the application. For example, change LanguageCode to enu to run the application in English.

    2. Depending on your deployment, use http or https for the Siebel Web server URL.

    3. Change http_port to the port number where the Web server is located. For example, change http_port to 8080.

    4. Change epharmam_LanguageCode and servicem_LanguageCode to (for example) epharmam_enu and servicem_enu respectively.

      When finished, the content in the mobileapplist.lst file appears similar to the following:

      {
      "1":{"id":"1","name":"Siebel ePharma Mobile","lang":"enu","url":"http(s):// www.webserver.com:8080/epharmam_enu/"},
      "2":{"id":"2","name":"Siebel Service for Mobile","lang":"enu","url":"http(s):// www.webserver.com:8080/servicem_enu/"}
      }
      
    5. Save and close the mobileapplist.lst file.

  4. Change the MIME type for mobileapplist.lst as follows:

    1. Open Internet Information Services Manager.

    2. Navigate to the Features view and double-click MIME Types.

    3. Right-click the .lst MIME type and select Edit.

    4. In the MIME Type field, type in text/plain, and then click OK.

Configuring the Siebel Mobile Application Container (Siebel App) on an iOS Device

The topic shows you how to configure the Siebel Mobile Application Container (Siebel app) on an iOS device, which involves the following:

  • Dynamically connecting to a Siebel Server by entering the Siebel Mobile connected application URL address (if using Siebel Mobile version 1.0) or host server address (if using Siebel Mobile version 2.0 or later).

    In the case of Siebel Mobile version 2.0, you must set up the host server as shown in "Setting Up the Host Server for Siebel Mobile". After the host server is set up, you can connect to multiple applications in a single Siebel Mobile Application Container (Siebel app).

  • Clearing the application cache for an application.

  • Enabling OPA for an application.

The following procedure assumes that you have already downloaded and installed the Siebel Mobile Application Container for iOS from the App Store as shown in "Downloading and Installing the Siebel Mobile Application Container (Siebel App)".

To configure the Siebel Mobile Application Container (Siebel app) on an iOS device  

  1. Start your mobile device (iPad or iPhone) and then tap Siebel to start the Siebel app.

  2. If this is your first time starting the Siebel app on your mobile device, then accept the end-user license agreement.

  3. Tap the Springboard icon (hamburger navigation control, bottom left side of the screen) to show the Siebel app dock toolbar on the left side of the screen and the Settings page on the right side.

    The Springboard icon persists for all views in the Siebel app. To hide the dock toolbar, tap the Springboard icon again.

    On the Settings page in the About section, note the following:

  4. For Siebel Mobile version 1.0, configure the Siebel app as follows:

    1. In the Compatibility section, tap Siebel Mobile 1.0 to turn on backward support for Siebel Mobile version 1.0.

    2. In the Connection section, type in the Siebel Mobile connected application URL address, for example, as follows:

      http://siebelserver:Port:/siebelapplication_lang
      

      You will be connected directly to this Siebel Server whenever you log in to this application.

    3. In the dock toolbar, tap Home.

      If the dock toolbar is hidden, tap the Springboard icon and then tap Home in the dock toolbar.

    4. On the application login screen that appears, type in the User ID and Password to log in to the application.

  5. For Siebel Mobile version 2.0 or later, configure the Siebel app as follows:

    1. In the Compatibility section, make sure that backward support for Siebel Mobile version 1.0 is turned off.

    2. Set up the Host Server where Siebel Mobile connected applications are located as shown in "Setting Up the Host Server for Siebel Mobile".

    3. In the Host Server Address section, type in the host server address where Siebel Mobile connected applications are located, for example, as follows:

      http://hostserveraddress.com
      

      You will be connected directly to this host server whenever you log in to an application located at this host server address.

    4. Tap Get Application List, and then tap the application (for example, Siebel ePharma Mobile or Siebel Service for Mobile) that you want to connect to from the application list that appears.

      The application page opens accordingly (for example, for Siebel ePharma Mobile or Siebel Service for Mobile), from where you can do the following:

      • In the Preferences section, tap Show in Dock for the application to appear in the dock toolbar.

      • In the Connection section, type in the Username and Password credentials for the application.


        Note :

        The Identifier section does not apply to Siebel Mobile connected applications.

      • In the dock toolbar, tap the application (for example, Siebel ePharma Mobile or Siebel Service for Mobile) that you want to start.

        You will be logged in to the selected application using the Username and Password credentials that you specified in the previous step.

        If the dock toolbar is hidden, tap the Springboard icon and then tap the application in the dock toolbar. For more information about the Springboard icon, see Step 3.

      The application list is populated from the mobileapplist file that you must configure as shown in "Setting Up the Host Server for Siebel Mobile". Note that you can connect to multiple applications using the Siebel app.

  6. After successful login, swipe left-to-right across the bottom of the screen to show the Siebel app footer toolbar.

    The following options are available in the Siebel app footer toolbar:

    • Springboard icon for showing and hiding the Siebel app dock toolbar.

    • Navigation left and right arrow icons for navigating to the next and previous screens in the Siebel app respectively.

    • Undo icon for undoing the previous action in the Siebel app.

    • Attachment icon for going to the Attachment Download Manager view. For more information, see "Managing Attachment Downloads Using the Siebel App".

    • Close icon for hiding the footer toolbar in the Siebel app.

  7. To clear the application cache for an application, see "Clearing the Application Cache for Applications Using the Siebel App".

  8. To enable OPA for applications, see "Enabling Oracle Policy Automation for Applications Using the Siebel App".

Clearing the Application Cache for Applications Using the Siebel App

Application cache files improve the way applications work on your mobile device by encouraging pages to load faster. Too much cache information, however, can cause application performance in general to slow down. To prevent a deterioration in application performance, it is recommended that you check the browser cache size and clear the application cache data accordingly from time to time.

The following procedure shows you how to clear the application cache for an application by using the Siebel app on an iOS device. Clearing the application cache involves doing one or both of the following:

  • Deleting the attachment files downloaded to a device.

  • Removing all mobile application cookies, application cache, and web database data from a device.

To clear the application cache for applications using the Siebel app on an iOS device 

  1. Start your mobile device (iPad or iPhone) and then tap Siebel to start the Siebel app.

  2. For Siebel Mobile version 1.0, clear the application cache as follows:

    1. Make sure that the Siebel app is configured correctly as shown in Step 4 in "Configuring the Siebel Mobile Application Container (Siebel App) on an iOS Device".

    2. In the Device section, tap Clear Downloaded Attachments and then tap OK when prompted for confirmation to delete all downloaded files.

      The following message appears when the task is complete: All the downloaded files have been deleted.

    3. In the Device section, tap Clear Downloaded Data and then tap OK when prompted for confirmation to delete cookies and data.

      The following message appears when the task is complete: Cookies and data have been deleted. This will take effect when the application is restarted.

  3. For Siebel Mobile version 2.0, clear the application cache as follows:

    1. Make sure that the Siebel app is configured correctly as shown in Step 5 in "Configuring the Siebel Mobile Application Container (Siebel App) on an iOS Device".

    2. In the Application List Available section, tap the application whose application cache you want to clear.

    3. In the Device section, tap Clear Downloaded Attachments and then tap OK when prompted for confirmation to delete all downloaded files.

    4. In the Device section, tap Clear Downloaded Data and then tap OK when prompted for confirmation to delete cookies and data.

      Note that this will take effect when the application is restarted.

Related Topics

"Disabling Private Browsing"

"Clearing the Browser Cache"

"Checking the Browser Cache Size"

"Configuring the Privacy Settings for Native Device Feature"

Enabling Oracle Policy Automation for Applications Using the Siebel App

The following procedure shows you how to use the Siebel app to enable Oracle Policy Automation (OPA) for an application so that users can access OPA for Mobile Devices as shown in Figure 4-3.

To enable OPA for applications using the Siebel app 

  1. Start your mobile device (iPad or iPhone) and then tap Siebel to start the Siebel app.

  2. Make sure that the Siebel app is configured correctly as shown in "Configuring the Siebel Mobile Application Container (Siebel App) on an iOS Device".

  3. In the OPA General section, tap Enable OPA to turn on the feature.

    • When Enable OPA is turned on, then the option to access OPA for Mobile Devices is available to users by tapping Interview in the dock toolbar.

    • When Enable OPA is turned Off (the default setting), then the option to access OPA for Mobile Devices is unavailable to users in the dock toolbar.


      Note :

      Integrations for Oracle Policy Automation with Siebel Mobile Web Client and Siebel Remote support Siebel Open UI. For more information about such integrations, see the topic about invoking Web services on the Siebel Mobile Web Client in Integration Platform Technologies: Siebel Enterprise Application Integration.

Figure 4-3 Siebel Mobile Application Container (Siebel App): Oracle Policy Automation for Mobile Devices


Resetting the Siebel Server or Host Server

The following procedure shows you how to reset the Siebel Server or host server. When you reset the host server, all applications configured on the host server are reset.

To reset the Siebel Server or host server 

  1. Start your mobile device (iPad or iPhone) and then tap Siebel to start the Siebel app.

  2. On the Settings page, tap Reset All.

  3. Tap Yes when prompted with the following message:

    Application Data will be reset. This will take effect when the application is restarted.

    The next time you start the application, the connection field or host server address field will be empty.

For more information about connecting to the Siebel Server (if using Siebel Mobile version 1.0) or host server (if using Siebel Mobile version 2.0 or later), see "Configuring the Siebel Mobile Application Container (Siebel App) on an iOS Device".

Managing Attachment Downloads Using the Siebel App

If you are using the Siebel app with Siebel Mobile version 2.0 or later, then you can manage the download of attachments using the Attachment Download Manager view.

The Attachment Download Manager view lists all the attachments that have either finished downloading or are scheduled to download and includes the following information for each attachment record:

  • Check box. If checked, this indicates that the attachment record is selected. If unchecked, the attachment record is not selected.

  • List Order. A number in the List Order field indicates the rank or sequence number for the attachment record. You can drag and drop each row to change the record sequence or key in a number manually in the List Order field.

  • Entity. The attachment type.

  • File Name. The name of the attachment record.

  • Size (KB). The size of the attachment file.

  • Progress. The attachment download status, which can be one of the following: Not Downloaded, Queued for Download, Downloaded, File not Available, Downloading.

    Downloading indicates that the attachment is actively downloading and a progress bar shows the progress of the download.

  • Speed. The attachment download speed.

  • Time Left. The duration of time to complete the attachment download.

The following procedure shows you how to manage the download of attachments using the Attachment Download Manager view. The view is available in online (connected) mode after the initial full download is complete, and in offline (disconnected) mode where attachments are downloaded during the synchronization process. .


Note :

The attachment functionality is supported in both online (connected) and offline (disconnected) mode. In disconnected mode, attachments are supported when customers download the Siebel app from the App Store or use the Siebel Mobile Archive MAA file to create and deploy a customized Siebel Mobile Application Container (Siebel app) for iPad and iPhone devices. For more information, see "Downloading and Installing the Siebel Mobile Application Container (Siebel App)".

To manage attachment downloads using the Siebel app  

  1. Start your mobile device (iPad or iPhone) and then tap Siebel to start the Siebel app.

  2. Log in to the application where you want to manage attachment download.

    For more information about using the Siebel app to log in to an application, see Step 5 in "Configuring the Siebel Mobile Application Container (Siebel App) on an iOS Device".

  3. After successful login, swipe left-to-right across the bottom of the screen to show the Siebel app footer toolbar.

    For more information about this footer toolbar, see Step 6 in "Configuring the Siebel Mobile Application Container (Siebel App) on an iOS Device".

  4. Tap the Attachment icon on the footer toolbar to open the Attachment Download Manager view.

  5. If required, reorder the attachment list by typing in a number in the List Order field.

  6. Select one or more attachment records for download by tapping the check box next to each record.

  7. Configure the following Download Settings as required:

    • Download Only on Wi-Fi. Tap this check box to indicate to download attachments only on Wi-Fi.

  8. Choose one of the following download options as required:

    • Download. Tap Download to queue the selected attachment records for download.

    • Remove. Tap Remove to delete attachments belonging to the selected attachment records from the mobile device, and cancel any future downloads of or updates to the selected attachment records.

Configuring the Privacy Settings for Native Device Feature

To use native device features such as location services with your Siebel Mobile connected application, then you must configure the privacy setting for the feature on your mobile device accordingly as shown in the following procedure.


Note :

The following procedure shows you how to configure the privacy setting on an iOS device, but the procedure is similar when configuring privacy on other mobile devices and smartphones.

To configure the privacy settings on an iOS device  

  1. Start your mobile device (iPad or iPhone).

  2. Tap Settings, tap Privacy and then tap Location Services to turn on the setting.

  3. The map functionality is now enabled for Siebel Mobile. For more information about using the map functionality, see "Displaying Location Details in Siebel Mobile".

.