Index

A  B  C  D  E  F  H  I  J  L  M  N  O  P  R  S  T  U  V  W 

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A

account affiliations, modifying for contacts in Siebel Pharma, 9.4.7

account records, attaching files and URLS to, 9.3.8

account relationships, modifying for accounts in Siebel Pharma, 9.3.7

accounts

displaying details for in Siebel Pharma, 9.3.1

displaying details for in Siebel Service, 10.3.1

managing for Siebel Pharma, 9.3

managing for Siebel Service, 10.3

modifying information for in Siebel Pharma, 9.3.2

activities

displaying details for in Siebel Service, 10.1.1

managing for Siebel Service, 10.1

modifying for service requests in Siebel Service, 10.2.4

modifying information for in Siebel Service, 10.1.2

activity parts

modifying by scanning barcode data in Siebel Service, 10.1.11

addresses

modifying for accounts in Siebel Pharma, 9.3.5

modifying for contacts in Siebel Pharma, 9.4.4

administration screen settings for mobile applications, about, 4.3

airplane icon, using, 8.14.1

application settings

ApplicationDirectory, 4.4.4

configuring for Siebel Mobile, 4.4

configuring new, 4.4.1

DBExtractThreadLoad, 4.4.6

DefaultBusObj, 4.4.2, 4.4.6

DefaultFields, 4.4.3, 4.4.6

DefaultHandheldInsertMode, 4.4.6

EnableBatchExtraction, 4.4.6

EnableThrottleDebugMode, 4.4.6

MaxThrottleWaitTime, 4.4.6

MaxTotalThreadLoads, 4.4.6

ThreadThrottleScope, 4.4.6

TranProcThreadLoad, 4.4.6

TranProcThreshold, 4.4.6

application setup, roadmap for Siebel Mobile disconnected, 3.1

ApplicationDirectory setting, configuring, 4.4.4

assets

displaying details for in Siebel Service, 10.7.1

managing for Siebel Service, 10.7

viewing for accounts in Siebel Service, 10.3.4

attachment information

modifying for accounts in Siebel Pharma, 9.3.8

modifying for contacts in Siebel Pharma, 9.4.9

attachments

managing the download of, 8.12.9

using, 8.9

attendees, modifying for calls in Siebel Pharma, 9.2.3

availability, viewing for parts in Siebel Service, 10.4.2

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B

barcode data, scanning for activity parts in Siebel Service, 10.1.11

barcode data, using to search for records in Siebel Mobile, 8.8.1

batch synchronization, enabling for mobile applications, 4.8.4

best times

modifying for contacts in Siebel Pharma, 9.4.5

browser cache

checking size, 3.10.4

clearing, 3.10.3

business component filters

adding, 4.1.1

constructing, 5.2

defining, 5.2.2

example syntax, 5.2.1

for pop-up applets, 5.2.4

removing, 5.2.3

syntax for pop-up applets, 5.2.4

business object declarations, PDQ examples, 5.4.2

business object filters

adding, 4.1.2

chaining for, 5.3.4

constructing, 5.3

defining, 5.3.2

example syntax, 5.3.1

example syntax for chaining, 5.3.4

removing, 5.3.3

Button Tablet navigation control, setting, 8.5.2

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C

call electronic signature, capturing in Siebel Pharma, 9.2.10

calls

displaying details for in Siebel Pharma, 9.2.1

managing for Siebel Pharma, 9.2

modifying for accounts in Siebel Pharma, 9.3.4

modifying for contacts in Siebel Pharma, 9.4.3

modifying information for in Siebel Pharma, 9.2.2

scheduling from the Siebel Pharma home page, 9.1.2

submitting for processing in Siebel Pharma, 9.2.11

viewing from the Siebel Pharma home page, 9.1.1

check boxes, customizing, 8.2.8

checking the browser cache size, 3.10.4

clearing log information, 8.13.2

clearing the browser cache, 3.10.3

cogwheel icon, in mobile applications, 8.3.6

component level settings, configuring for mobile applications, 4.5

configuring logging levels, for mobile application synchronization, 6.3.1

conflict resolution, 7.4

contact affiliations, modifying for accounts in Siebel Pharma, 9.3.6

contact records, attaching files and URLS to, 9.4.9

contact relationships, modifying for contacts in Siebel Pharma, 9.4.8

contacts

displaying details for in Siebel Pharma, 9.4.1

managing for Siebel Pharma, 9.4

modifying for accounts in Siebel Pharma, 9.3.3

modifying for activities in Siebel Service, 10.1.3

modifying information for in Siebel Pharma, 9.4.2

viewing for accounts in Siebel Service, 10.3.2

copying Siebel Mobile applications, 3.9

customer calls

conducting in Siebel Pharma, 9.6.2

planning and preparing for in Siebel Pharma, 9.6.1

customer visits

closing in Siebel Service, 10.9.4

performing activities for in Siebel Service, 10.9.3

performing miscellaneous tasks for in Siebel Service, 10.9.5

preparing for in Siebel Service, 10.9.2

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D

data download, monitoring, 4.9.1

data filtering

business object declaration examples, 5.4.2

business object, with chained data extraction, 5.3.7

business object, without chained data extraction, 5.3.6

chaining for business objects, 5.3.4

developing for mobile applications, steps, 5.1

for business component pop-up applets, 5.2.4

for business components, 5.2

for business objects, 5.3

for business objects, available options, 5.3.5

managing, 5.4

pop-up visibility, overriding, 5.4.5

setting for business components, 5.2.2

setting for business objects, 5.3.2

stand-alone deployments, 5.4.1

syntax for business component pop-up applets, 5.2.4

visibility, designating, 5.4.4

data filters, developing for Siebel Mobile applications, 3.7

DBExtract, running for Siebel Mobile application users, 3.6.8

DefaultBusObj setting, configuring, 4.4.2

DefaultFields setting, configuring, 4.4.3

deleting Siebel Mobile applications, 3.9

deploying mobile applications

component installation, using Siebel Server installer, 6.2.1

hardware and network configuration, 6.1.2

logging level configuration, 6.3.1

overview, 6.1

server component parameters for, 6.2.2

server configuration for, 6.3

server installation, for application synchronization, 6.2

server process management, 6.3.2

server topology overview, 6.1.1

disabling private browsing, 3.10.2

displaying location details

about, 8.6

using Pin icon in list view, 8.6.2

drop-down lists, selecting, 8.2.6

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E

electronic signatures

capturing for calls, 9.2.10

capturing for invoices, 10.1.15

EnableOfflineMode, about setting, 3.5

enabling

logging for Siebel Mobile users, 8.13.1

enabling batch synchronization for, 4.8.4

enabling private browsing, 3.10.2

entitlements

viewing for accounts in Siebel Service, 10.3.5

viewing for assets in Siebel Service, 10.7.5

errors and error data, accessing, 4.9.2

expense tracker, modifying for activities in Siebel Service, 10.1.13

external applications, starting from a mobile application, 8.10

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F

fields, selecting, 8.2.6

filter settings

removing for business components, 5.2.3

removing for business objects, 5.3.3

filters

business object declaration examples, 5.4.2

chaining for business objects, 5.3.4

configuring for pop-up applets, 5.2.4

developing, 5.1

for business components, 5.2

for business objects, 5.3

managing, 5.4

pop-up visibility, overriding, 5.4.5

removing for business components, 5.2.3

removing for business objects, 5.3.3

setting for business components, 5.2.2

setting for business objects, 5.3.2

stand-alone deployments, 5.4.1

syntax for business components, 5.2.1

syntax for business objects, 5.3.1

visibility, designating, 5.4.4

full synchronization, enabling for mobile applications, 4.8.1

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H

handheld component groups, enabling for Siebel Mobile applications, 3.6.1

handling transaction conflicts, 7.1

hardware and network configuration, for deploying mobile applications, 6.1.2

home page

scheduling Siebel Pharma calls on, 9.1.2

using for Siebel Pharma, 9.1

viewing Siebel Pharma calls on, 9.1.1

host server, resetting for Siebel Mobile, 8.12.8

host server, setup for Siebel Mobile, 8.12.4

hybrid server setup, configuring for Siebel Mobile, 3.6.10

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I

incremental synchronization

configuring for mobile applications, 6.4

configuring object mappings for, 6.4.1

enabling for mobile applications, 4.8.2

enabling modification tracking for, 6.4.2

inline editing, 8.2.7

installing Siebel Server components, 6.2.1

installing Siebel Server, for Siebel Mobile disconnected application synchronization, 6.2

instructions, viewing for activities in Siebel Service, 10.1.5

invoice electronic signature, capturing in Siebel Service, 10.1.15

invoices

creating from a service request using the Auto Invoice link (Siebel Service), 10.2.5

creating from activity using the Auto Invoice link (Siebel Service), 10.1.14

displaying details for in Siebel Service, 10.6.1

managing for Siebel Service, 10.6

printing, 10.6.3

printing activity, 10.1.17

printing for a service request, 10.2.7

viewing for activities in Siebel Service, 10.1.16

viewing for service requests in Siebel Service, 10.2.6

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J

JavaScript, enabling for Safari, 3.10.1

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L

Launchpad Tablet navigation control, setting, 8.5.2

line items

modifying for orders in Siebel Service, 10.5.3

viewing for invoices in Siebel Service, 10.6.2

linking records to your selected record, 8.3.2

lists, displaying data in, 8.2.9

literature, adding to calls in Siebel Pharma, 9.2.8

location details

about displaying, 8.6

displaying using Pin icon in list view, 8.6.2

log information

clearing for Siebel Mobile, 8.13.2

saving Siebel Mobile, 8.13.4

uploading to Siebel Server, 8.13.3

logging

enabling for Siebel Mobile users, 8.13.1

for mobile applications, 8.13

function for Siebel Mobile, 8.13.5

logging in to mobile applications, 8.1

logging out of mobile applications, 8.15

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M

managing records in mobile applications

bookmarking information, 8.3.9

columns display, formatting, 8.3.10

creating records, 8.3.1

deleting records, 8.3.5

linking records to your selected record, 8.3.2

modifying records, 8.3.4

record summary information, reviewing, 8.3.7

searching for records, 8.3.3

measurements, viewing for assets in Siebel Service, 10.7.2

messages, reviewing notifications, 8.4

MIME Type, setting for Siebel Mobile applications, 3.6.9.1

MIT license, for printing invoices in Siebel Service, 2.5

mobile application cache, clearing on iOS device, 8.12.6

mobile application deployment, overview, 6.1

mobile node, configuring for Siebel Mobile application users, 3.6.7

mobilesync component group, enabling for Siebel Mobile applications, 3.6.2

modifying synchronization for, 4.8

monitoring synchronization conflicts, 7.4

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N

native device features

integrating with Siebel Mobile app, 8.12

navigating mobile applications

in landscape mode, 8.2.4

in portrait mode, 8.2.5

user interface, 8.2

navigation control, setting, 8.5.2

New File link

using to attach files to account records, 9.3.8

using to attach files to contact records, 9.4.9

New URL link

using to attach URLs to account records, 9.3.8

using to attach URLs to contact records, 9.4.9

notification

messages, reviewing, 8.4

settings, configuring for client, 8.5.3

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O

object definitions, configuring for Siebel Mobile applications, 3.6.5

object managers, adding for Siebel Mobile applications, 3.3

offline mode

unsupported features in for Siebel Mobile applications, 8.16

unsupported features in for Siebel Pharma, 9.7

unsupported features in for Siebel Service, 10.10

optimizing server process management, for mobile application synchronization, 6.3.2

Oracle Policy Automation, enabling for Siebel Mobile, 8.12.7

orders

displaying details for in Siebel Service, 10.5.1

managing for Siebel Service, 10.5

modifying for service requests in Siebel Service, 10.2.3

modifying information for in Siebel Service, 10.5.2

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P

part tracker, modifying for activities in Siebel Service, 10.1.8

parts

displaying details for in Siebel Service, 10.4.1

managing for Siebel Service, 10.4

parts and tools, verifying and ordering for activities in Siebel Service, 10.1.4

PCD Viewer

about using, 9.5

APIs, 9.5.4

recording responses to presentations using, 9.5.6

showing presentations using, 9.5.5

PCD Viewer, prerequisites for using

attaching messaging plan items to messaging plans in Siebel CRM, 9.5.2

creating messaging plan items in Siebel CRM, 9.5.1

defining access to, releasing, and revising messaging plans in Siebel CRM, 9.5.3

pick applets

business object declaration examples, 5.4.2

designating visibility for, 5.4.4

pop-up visibility, overriding, 5.4.5

predefined queries, accessing, 8.7

presentation detail, viewing for calls in Siebel Pharma, 9.2.9

presentations

recording responses to, 9.5.6

showing during calls, 9.5.5

printing

activity invoices, 10.1.17

invoices, 10.6.3

service request invoices, 10.2.7

printing, from mobile applications, 8.11

privacy settings, configuring for native device features, 8.12.10

private browsing, disabling, 3.10.2

product details, modifying for calls in Siebel Pharma, 9.2.6

promotional items, modifying for calls in Siebel Pharma, 9.2.4

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R

recording responses to presentations, 9.5.6

records

searching for by scanning barcode data, 8.8.1

searching for in Siebel Mobile, 8.3.3

selecting, 8.2.6

recovering error data, 7.4

resolving conflicts, 7.4

responsibilities, assigning to Siebel Mobile application users, 3.6.3

reviewing notifications, 8.4

roadmap, for setting up Siebel Mobile disconnected applications, 3.1

running DBExtract, 3.6.8

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S

samples, modifying for calls in Siebel Pharma, 9.2.5

saving log information, 8.13.4

searching

for records by scanning barcode data, 8.8.1

for records in Siebel Mobile, 8.3.3

selective retrieval of views, setting up, 3.6.4

serialized parts

installing replacement in Siebel Service, 10.1.10

removing in Siebel Service, 10.1.9

server component parameters, for mobile application synchronization, 6.2.2

server configuration, for mobile application synchronization, 6.3

server synchronization

server topology, overview, 6.1.1

stand-alone deployments, 5.4.1

server topology overview, for deploying mobile applications, 6.1.1

service requests

displaying details for in Siebel Service, 10.2.1

managing for Siebel Service, 10.2

modifying for accounts in Siebel Service, 10.3.3

modifying information for in Siebel Service, 10.2.2

setting up Siebel Mobile disconnected applications, 3.1

setting up users for mobile applications

adding business component filters, 4.1.1

adding business object filters, 4.1.2

settings

configuring notification, 8.5.3

configuring Siebel Mobile application, 8.5

configuring Siebel Mobile behavior, 8.5.2

setup requirements, for Siebel Mobile, 3.2

shift breaks

starting and ending in Siebel Service, 10.8.3

shift details, displaying in Siebel Service, 10.8.1

shift POUs, starting or ending in Siebel Service, 10.8.4

shifts

managing for Siebel Service, 10.8

starting and ending in Siebel Service, 10.8.2

showing presentations during calls, 9.5.5

Siebel app

clearing the application cache, 8.12.6

configuring on iOS device, 8.12.5

enabling OPA for mobile applications using, 8.12.7

Siebel Application Object Manager parameters, setting for Siebel Mobile applications, 3.5

Siebel application settings

configuring for offline mode, 3.6.6

configuring for Siebel Mobile applications, 4.4

Siebel Mobile

host server setup for, 8.12.4

resetting host server application list for, 8.12.8

Siebel Mobile app

customizing, 8.12.3

downloading and installing, 8.12.2

integrating with native device features, 8.12

Siebel Mobile Application Container (Siebel app)

configuring on iOS device, 8.12.5

Siebel Mobile application for Siebel Pharma

conducting customer calls, 9.6.2

managing accounts for, 9.3

managing calls for, 9.2

managing contacts for, 9.4

planning and preparing for customer calls, 9.6.1

task flows for, 9.6

using the home page for, 9.1

Siebel Mobile application for Siebel Service

closing customer visits, 10.9.4

managing accounts for, 10.3

managing activities for, 10.1

managing assets for, 10.7

managing invoices for, 10.6

managing orders for, 10.5

managing parts for, 10.4

managing service requests for, 10.2

managing shifts for, 10.8

performing activities for customer visits, 10.9.3

performing miscellaneous tasks for, 10.9.5

preparing for customer visits, 10.9.2

starting the day, 10.9.1

task flows for, 10.9

Siebel Mobile application records

creating, 8.3.1

deleting, 8.3.5

displaying the total number of, 8.3.8

formatting the column display in the list view for, 8.3.10

linking, 8.3.2

managing, 8.3

modifying, 8.3.4

reviewing summary information for, 8.3.7

searching for, 8.3.3

Siebel Mobile application settings

about, 8.5

behavior settings, configuring, 8.5.2

notification settings, configuring, 8.5.3

Settings icon, user profile image, 8.5.1

Siebel Mobile application users

assigning responsibilities to, 3.6.3

configuring the mobile node for, 3.6.7

running DBExtract for, 3.6.8

Siebel Mobile applications

about, 2.2

about displaying data in, 8.2.9

about inline editing, 8.2.7

about the cogwheel icon, 8.3.6

accessing predefined queries, 8.7

adding object managers for, 3.3

adding virtual directories for, 3.4

check boxes, customizing, 8.2.8

configuring client settings for, 8.5

configuring Siebel Server for, 3.6

creating bookmarks in, 8.3.9

customizing, 3.8

developing data filters for, 3.7

displaying location details, 8.6

logging for, 8.13

logging in to, 8.1

logging out of, 8.15

managing records, 8.3

MIT licensing for printing invoices in Siebel Service, 2.5

navigating the UI, 8.2

navigating, in landscape mode, 8.2.4

navigating, in portrait mode, 8.2.5

navigation control, setting, 8.5.2

notifications, reviewing, 8.4

PCD Viewer, about using, 9.5

printing from, 8.11

process of using in offline mode, 8.14

requirements for setting up, 3.2

requirements for using, 2.3

reviewing synchronization errors, 8.14.8

selecting fields, drop-down lists, and records, 8.2.6

setting Siebel Application Object Manager parameters for, 3.5

setting the UI theme, 8.5.2

setting up users for, 4.1

starting external applications from, 8.10

switching to offline mode initially, 8.14.2

switching to offline mode subsequently, 8.14.3

synchronization icons, 8.14.6

synchronizing data, 8.14.5

system requirements, 2.4

troubleshooting, 3.10

using attachments in, 8.9

using the airplane icon, 8.14.1

verifying data synchronization, 8.14.7

view transition, setting, 8.5.2

working in offline mode, 8.14.4

Siebel Mobile archive MAA file, 8.12.3

Siebel Mobile disconnected application synchronization

configuring logging levels for, 6.3.1

conflict handling, 7.1

installing components for, using server installer, 6.2.1

optimizing server process management for, 6.3.2

server component parameters, 6.2.2

server configuration, 6.3

server installation, 6.2

Siebel Mobile disconnected applications, 4.8, 4.8.4

administration screen settings, about, 4.3

configuring application settings for, 4.4

configuring ApplicationDirectory, 4.4.4

configuring component level settings for, 4.5

data filtering for, 5

deployment overview, 6.1

hardware and network configuration, 6.1.2

load balancing support for, 4.7

roadmap for setting up, 3.1

server topology overview, 6.1.1

synchronization errors, responding to, 4.9.5

synchronization sessions, monitoring, 4.9

synchronization sessions, obtaining an audit trail, 4.9.4

synchronization sessions, obtaining error details, 4.9.2

synchronization, extracting non UI fields, 4.4.3

synchronization, overview, 2.7

thread throttling in, 4.6

Siebel Server configuration for Siebel Mobile applications, 3.6

assigning responsibilities to users, 3.6.3

configuring a hybrid server setup, 3.6.10

configuring application settings, 3.6.6

configuring object definitions, 3.6.5

configuring the mobile node for users, 3.6.7

enabling the handheld component groups, 3.6.1

enabling the mobilesync component group, 3.6.2

running database extract for users, 3.6.8

setting the MIME Type for mobile applications, 3.6.9.1

setting up selective retrieval of views, 3.6.4

stand-alone deployments, about, 5.4.1

starting the day, in Siebel Service, 10.9.1

state licenses, modifying for contacts in Siebel Pharma, 9.4.6

steps

recording completion of for activities in Siebel Service, 10.1.7

viewing for activities in Siebel Service, 10.1.6

substitutes, viewing for parts in Siebel Service, 10.4.3

synchronization

enabling full, 4.8.1

enabling incremental, 4.8.2

icons, 8.14.6

load balancing support for, 4.7

modifying, 4.8

monitoring conflicts, 7.4

synchronization conflict handling

about, 7.1

accessing error data, 4.9.2

transaction failures, 7.2

synchronization conflicts, business component information, 4.9.3

synchronization errors, responding to, 4.9.5

synchronization filters

setting for business components, 5.2.2

setting for business objects, 5.3.2

synchronization sessions

error details, 4.9.2

extraction record information, 4.9.1.2

monitoring, 4.9

synchronization sessions, audit trail, 4.9.4

synchronization, troubleshooting failures, 4.10

syntax

for business component filters, 5.2.1

for business object filter chaining, 5.3.4

for business object filters, 5.3.1

for pop-up applet filters, 5.2.4

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T

tables, displaying data in, 8.2.9

tasks

flows in Siebel Pharma, 9.6

flows in Siebel Service, 10.9

thread throttling, definition of, 4.6

tiles, displaying data in, 8.2.9

time tracker, modifying for activities in Siebel Service, 10.1.12

transaction conflicts, handling, 7.1

transaction failures

defining settings for processing, 7.3

handling, 7.2

troubleshooting your mobile application, 3.10

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U

UI theme, setting for mobile applications, 8.5.2

unsupported features in offline mode

for Siebel Mobile applications, 8.16

for Siebel Pharma, 9.7

for Siebel Service, 10.10

uploading log information, 8.13.3

using the airplane icon, 8.14.1

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V

validation results, viewing for calls in Siebel Pharma, 9.2.7

view transition, setting for mobile applications, 8.5.2

views

configuring access to for Siebel Mobile disconnected applications, 4.2

limiting access to by modifying a responsibility, 4.2.1

limiting access to for all responsibilities globally, 4.2.2

setting up selective retrieval of, 3.6.4

virtual directories, adding for mobile applications, 3.4

visibility, designating in default Business Object declarations, 5.4.4

visibility, overriding pop-up visibility, 5.4.5

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W

warranties, viewing for assets in Siebel Service, 10.7.4