Synchronization Setup for Advisor

This section describes methods for modifying the default synchronization behavior that occurs for:

• Users who are synchronizing project data.

  When users select File, Sync, Database, synchronization updates the Siebel database from the server database to the local database.

• End users when they click Get Advice.

  When end users access a project by clicking Get Advice, the ISS Project synchronization occurs, updating the project files from the database to the Publish directory. When an end user works in mobile mode, they do not have access to the physical project data. Synchronization downloads a zipped file to the Publish directory that creates the project but does not allow end users to make data changes to the projects.

This section covers the following topics:

• "Modifying the Siebel Synchronize Database Behavior".

• "Using the Synchronize CDA Projects Screen".

• "Modifying the Project Synchronization Behavior".

Modifying the Siebel Synchronize Database Behavior

You can modify the Siebel Synchronize Database behavior so that your mobile users need to navigate to the Synchronize CDA Projects screen to choose synchronization options and synchronize. After setting up the synchronization behavior according to the following method, see "Using the Synchronize CDA Projects Screen".

To modify the Siebel database synchronization behavior:

• Determine which synchronization behavior you want to use.

• Select the synchronization behavior in Siebel Tools.

• Compile the SRF file.

• Expose the Synchronize CDA Projects screen if necessary.

• Distribute the SRF file to clients.

Each of these steps in explained in detail in the following sections.

To determine which of the synchronization behaviors to use

• Select from one of the following three options, depending on whether you want to use automatic synchronization (the default behavior) or one of the selective synchronization methods.

  • Download File attachments automatically (default behavior).

  • Request that file attachments are downloaded once and get them automatically thereafter.

  • Always determine whether or not file attachments are downloaded.

To change the synchronization behavior in Siebel Tools

1. Open Siebel Tools and log in as the administrator.

2. To display all the fields, select Business Components then ISSCDA Sync Projects and Fields.

3. In the Pre-Default Value column, set the values for the fields based on the behavior you decided to use in the previous procedure.

   If file attachments are downloaded automatically (default behavior), use the following values for the following fields:

   Field Name	Pre-Default Value
   ISSCDASyncAutoUpdFlg	Y
   ISSCDASyncDeferFlg	P
   ISSCDASyncDockReqFlg	N
   ISSCDASyncDockStatus	N

   
   

   If the user requests the download once and gets it automatically thereafter, use the following values for the following fields:

   Field Name	Pre-Default Value
   ISSCDASyncAutoUpdFlg	Y
   ISSCDASyncDeferFlg	R
   ISSCDASyncDockReqFlg	N
   ISSCDASyncDockStatus	N

   
   

   If the user always determines whether or not file attachments are downloaded, use the following values for the following fields:

   Field Name	Pre-Default Value
   ISSCDASyncAutoUpdFlg	N
   ISSCDASyncDeferFlg	R
   ISSCDASyncDockReqFlg	N
   ISSCDASyncDockStatus	N

   
   

Note: If you chose to have synchronization occur automatically, you do not need to expose this screen. If you chose the other options, you need to expose this screen; users go to this screen to request file attachments.

To expose the Synchronize CDA Project screen

1. Start the Siebel application.

2. Log in as SADMIN on the server.

3. Select Application Administration, then Views.

4. Add the ”ISSCDA Synchronize View” to the existing list of views and select Local.

5. Select Application Administration, then Responsibilities.

6. Add the ”ISSCDA Synchronize View” to the desired responsibility.

To compile the SRF file

1. Open Siebel Tools.

2. Go to Tools, then Compile.

3. Select the ISSCDA Project Manager project in the list.

4. Change the target Repository File if necessary.

5. Click Compile.

To distribute the SRF file

• Distribute the new SRF file to mobile users using the Siebel software distribution method.

Using the Synchronize CDA Projects Screen

If you modified Synchronizing Projects behavior to synchronize selectively, your mobile users need to navigate to the Synchronize CDA Projects screen to synchronize projects.

To use the Synchronize CDA Projects screen

1. From the Site Map, select UserProfile Preferences.

2. Select Synchronize CDA Projects.

   The Synchronize CDA Projects screen appears.

3. If the Local field is not selected and the version is not zero, select the Request field for the project you want updated.

4. If the Update Available column is checked for a project, you can obtain a more recent version of that project by synchronizing.

5. Select File, then Synchronize and Database to synchronize the database.

6. If your browser is open when you synchronize, clear the cache to see the latest data.

Modifying the Project Synchronization Behavior

In mobile mode, Siebel synchronization updates the projects from the server database to the local database. When the end user clicks Get Advice, the Siebel application updates the project from the local database and publishes it under the project Publish directory.

In connected mode, there is no need to do a Siebel sync because you are connected to the server database. When the end user clicks Get Advice, the Siebel application updates the project from the server database and publishes it under the project Publish directory.

By default, the project is synchronized when the end user accesses the project in both mobile and connected modes. Two configuration variables are provided to modify this synchronization behavior in connected mode:

• ISSCDAAutoDeployment

• ISSCDADeploymentMode

Although these variables are active in mobile mode, it is not recommended that you modify them in mobile mode.

Disabling Automatic Project Synchronization

If you are developing and modifying projects on the server, you may want to disable automatic synchronization.

To disable automatic project synchronization

1. In your Siebel application configuration file (for example, uagent.cfg for Call Center), search for [ISSCDA].

2. Under this section, add the following line:

   ISSCDAAutoDeployment =FALSE

3. Save the file.

4. Restart the application.

Synchronizing All Projects When Get Advice is Clicked

If your end users want to synchronize all projects with one click, you can change the ISSCDADeploymentMode variable. By default, this variable is set to ONDEMAND and projects get synchronized to the project Publish directory only when the user accesses a project.

To synchronize all projects when Get Advice is clicked

1. In your Siebel application configuration file (for example, uagent.cfg for Call Center), search for [ISSCDA].

2. Under this section, add the following line:

   ISSCDADeploymentMode =ALL

3. Save the file.

4. Restart the Siebel application.