| Siebel CRM Siebel Mobile Guide: Disconnected Siebel Innovation Pack 2015, Rev. D E52427-01 |
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| Siebel CRM Siebel Mobile Guide: Disconnected Siebel Innovation Pack 2015, Rev. D E52427-01 |
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You can use Siebel Mobile in offline mode if your mobile device has a wireless network connection. In offline mode, your mobile device is not connected to the Siebel Server and you cannot synchronize any changes that you make while working in offline mode. You must switch back to online mode, and then synchronize the changes. To use Siebel Mobile in offline mode, perform the following tasks.
Log in to Siebel Mobile.
For more information, see "Logging In to Siebel Mobile".
Switch your mobile application to work in offline mode.
For more information, see the following:
Modify the cached data in offline mode as required.
For more information, see "Working in Offline Mode".
Synchronize the changes that you made while working in offline mode with the Siebel Server.
For more information, see the following:
Verify that the synchronization changes that you made while working in offline mode have been synchronized with the Siebel Server.
For more information, see "Verifying Data Synchronization".
Review the synchronization errors.
For more information, see "Reviewing Synchronization Errors".
The airplane icon on the application banner indicates whether Siebel Mobile (the mobile application) can connect to and synchronize data with the Siebel Server. If Siebel Mobile can connect to and synchronize data with the Siebel Server, then the application is connected to the Siebel Server and in online mode. If Siebel Mobile cannot connect to and synchronize data with the Siebel Server, then the application is disconnected from the Siebel Server and in offline mode.
The airplane icon shows the state of the connection (online or offline) for Siebel Mobile. A gray airplane icon shown in Figure 8-4 indicates a connected or online state, where synchronization (data upload and download) between Siebel Mobile and Siebel Server takes place automatically.
A white airplane icon shown in Figure 8-5 indicates a disconnected or offline state, where synchronization (data upload and download) between Siebel Mobile and Siebel Server does not take place automatically. In this instance, you must manually upload or synchronize data between the mobile application and Siebel Server by tapping the white airplane icon and selecting a reconnection option as required. For more information, see the following procedure.
To use the airplane icon
Tap the gray airplane icon on the application banner to go offline and work in disconnected mode. For more information, see the following topics:
Tap the white airplane icon on the application banner, and then select one of the following options as required:
Upload and Go Online. Select this option to trigger a data upload and go online.
Sync and stay Offline. Select this option to synchronizes data but remain in offline mode.
Upload Only and stay Offline. Select to trigger a data upload only but remain in offline mode. For more information, see "Synchronizing Data".
Use the following procedure to switch to offline mode. When you switch to offline mode for the first time, a full data and metadata download is initiated from Siebel Server to the mobile device. But when you subsequently switch to offline mode, then either a full or an incremental synchronization process is initiated according to how the Siebel Mobile Always Full Sync system preference is set. For more information, see the following:
To switch to offline mode
Wait for the following data synchronization notification message:
Data is ready for download.
Tap the gray airplane icon on the application banner to switch to offline mode.
A down arrow appears next to the gray airplane icon, which shows that the data and metadata is being downloaded to the mobile device.
A progress bar with a green line appears below the gray airplane icon, which shows the progress of the data and metadata download. When the progress bar is fully green, this indicates that the metadata has downloaded to the mobile device.
For more information about the airplane icon, see "Using the Airplane Icon on the Application Banner".
(Optional) Use the bug icon on the application banner to review the log event messages and debug information for the Siebel Mobile disconnected application as required. For more information, see "Siebel Mobile Disconnected Application Logging".
After the full data and metadata has downloaded to the mobile device, the application UI automatically refreshes and goes into offline mode.
You are now in offline mode and disconnected from the Siebel Server. Notice that the gray airplane on the application banner changes to a white airplane to indicate a disconnected state. You can now modify the cached data while disconnected from the Siebel Server. For more information, see "About Switching to Offline Mode Subsequently" and "Working in Offline Mode".
When you switch to offline mode for a second and subsequent time, then either a full or incremental synchronization process is initiated according to how the Siebel Mobile Always Full Sync system preference is set. Provided that network connectivity is available and a reconnection to Siebel Server can be made when you switch to offline mode for a second or subsequent time, note the following:
If an incremental synchronization is initiated between Siebel Server and the mobile device, then all changes from the server database that were made by others are downloaded to update the local database on the mobile device. When the incremental synchronization process is complete, the mobile application device moves to offline mode and the user can work with the updated data.
If any of the following situations occurred since the last offline data package was downloaded, then users are prompted to perform a full data and metadata download again. After the download is complete, the mobile device moves to offline mode and the user can work with the latest data.
The srf changes
The responsibility of the user changes
The position of the user changes
The data changes
The user node is re-extracted
A business component filter changes
A business object filter changes
If network connectivity is unavailable or a reconnection to Siebel Server cannot be made when you switch to offline mode for a second and subsequent time, then the mobile device moves to offline mode and the user can work with the last data package that was downloaded.
If network connectivity is unavailable or a connection to Siebel Server cannot be made when you log in to Siebel Mobile, then the application automatically launches in offline mode using the last data package that was downloaded (provided that one exists). The user works in offline mode with the last data package that was downloaded.
Related Topics
"Configuring Synchronization for Siebel Mobile Disconnected Applications"
After the offline data package has downloaded successfully to your mobile device, you are ready to modify the cached data while disconnected. You can start working in offline mode straight away, or you can close the browser instance and work offline at a later time.
The following procedure shows you how to work in offline mode. The procedure assumes that you have already successfully downloaded the offline data package, and that you have closed the browser instance.
To work in offline mode
(Optional) Switch your mobile device to airplane mode as follows:
Tap Settings on your mobile device.
Set Airplane Mode to On.
This is an optional step. Switching your mobile device to airplane mode disables the wireless communication abilities on your mobile device, and prevents a reconnection to the Internet.
Start a browser and log in to the Siebel Mobile disconnected application.
Notice that the airplane icon on the application banner is white, which indicates that you are in a disconnected state.
Modify the cached data as required.
You can create, edit, update, and delete records for parent objects and associated related items, and so on. Notice that when you modify the cached data, a clock icon appears next to the white airplane icon to indicate that there are data changes waiting to be uploaded to the Siebel Server. For more information about the other synchronization icons that can appear next to the airplane icon, see "Synchronization Icons".
When you have finished modifying the cached data, you can synchronize the changes made while working in offline mode.
For more information, see "Synchronizing Data".
If you have been using a Siebel Mobile disconnected application (in offline mode), then you must manually synchronize the changes that were made while you were working in offline mode with the Siebel Server. The following procedure shows you how to manually synchronize the data changes made in offline mode.
To manually synchronize data
If required, switch your mobile device from airplane mode back to connected mode as follows:
Tap Settings on your mobile device.
Set Airplane Mode to Off.
Start a browser and log in to the Siebel Mobile disconnected application.
Tap the white airplane icon on the application banner, and then select one of the following options as required:
Upload and Go Online. Tap to automatically trigger a data upload and to go back online after the data upload has finished.
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Note : If the UI session has not expired before going offline, then selecting Upload and Go Online will use the same UI session to synchronize data. If the UI session has expired, then the Siebel login page appears prompting you to log in to the application again. After login, synchronization will automatically start and once complete, the UI refreshes. |
Sync and stay Offline. Tap to synchronize data (that is, upload data changes made while working in the mobile application in offline mode and download any new changes made on the server) but remain working in offline mode.
When this option is chosen, any records seen in offline mode are one of the following:
Records that have been newly modified (created, updated, or deleted) on the server since the last synchronization.
Records (user owned) that were successfully uploaded to the server and processed since the last synchronization.
Records that have just been uploaded to the server and are waiting to be processed.
Upload Only and stay Offline. Tap to trigger a data upload only but remain working in offline mode.
No matter what option you choose, the transactions are stored in a text file in the HHsync folder under \USER_NAME\SYNC_NODE_ID\upsync\pretxn_x.txt before being uploaded.
A white airplane icon indicates a disconnected or offline state, where synchronization (data upload and download) between the mobile application and Siebel Server does not take place automatically. A clock next to the airplane icon indicates that there are changes waiting to be synchronized. For information about the other synchronization icons that can appear next to the airplane icon, see "Synchronization Icons".
Close the browser instance.
Verify that all data has synchronized correctly.
For more information, see "Reviewing Synchronization Errors".
This topic describes the synchronization icons that can appear next to the airplane icon on the application banner of your Siebel Mobile disconnected application.
Figure 8-6 shows a blue down arrow. This synchronization icon indicates that a full metadata download is in progress.
Figure 8-7 shows a red triangle with an exclamation mark. This synchronization icon indicates that there has been a full metadata download failure.
Figure 8-8 shows a clock with hands. This synchronization icon indicates that data changes are waiting to be synchronized.
Figure 8-9 shows a box with a check mark. This synchronization icon indicates that a data download is in progress.
Figure 8-10 shows a red circle with a horizontal bar. This synchronization icon indicates that there has been an incremental data download failure.
Figure 8-11 shows a blue up arrow. This synchronization icon indicates that a data upload is in progress.
Figure 8-12 shows a red triangle with an exclamation mark. This synchronization icon indicates that there has been a data upload failure.
Verify that the synchronization changes that were made while working in offline mode have been synchronized with the Siebel Server.
To verify data synchronization
Log in to the Siebel Mobile disconnected application.
Typically, you log in to Oracle's Siebel Mobile in connected mode, where you are connected to the Siebel Server.
Verify that all changes that you made while working in offline mode have been synchronized with the Siebel Server and that you can now see them when connected to the Siebel Server.
If you cannot see some changes, then review the synchronization errors as shown in "Reviewing Synchronization Errors".
If conflicts or errors occur during synchronization, the Notifications feature lists all the synchronization errors, including summary information about the error. You can also review the respective synchronization log files in the Conflict - Administration screen. Use the following procedure to review the synchronization errors.
To review the synchronization errors
Log in to the mobile application.
Tap Notification (the exclamation icon) on the application banner.
Review all the messages that have a Sync Error, Data Sync, or Login notification.
For more information, see the following:
