Configuring Access to Views for Siebel Mobile Disconnected Applications

Certain views in Siebel Mobile are useful only when there is connectivity as they are used, for example, to update information in real-time. Because such views do not serve an important purpose in offline mode, it is recommended that you do not download these views to the client as they only take up valuable browser storage space. As a general rule, if the mobile application has views that are useful in online but not in offline mode, then those views along with their data must not be downloaded to the client device in offline mode. For example, the Siebel Mobile application for Siebel Service has some views related to Shifts, Breaks and POUs which are useful only when there is connectivity.

Each view and responsibility in Siebel CRM has a Local Access flag. You can use the Local Access flag to control which views mobile users can access when using Siebel Mobile disconnected as follows:

When Local Access is set to TRUE (checked), all users with the view in one of their responsibilities can access the view when using the Siebel Mobile disconnected application.
When Local Access is set to FALSE (unchecked), users cannot access the view when using the Siebel Mobile disconnected application.

The following procedures show you how to limit the views that the Siebel Mobile disconnected application displays.

"Limiting Access to Views by Modifying Responsibilities"
"Limiting Access to Views for All Responsibilities Globally"

For more information about defining local access to views, see Siebel Remote and Replication Manager Administration Guide. For more information about responsibilities and access control, see Siebel Security Guide.

Limiting Access to Views by Modifying Responsibilities

This topic shows you how to limit the views that the Siebel Mobile disconnected application displays by modifying access to the view for a user responsibility.

To limit access to views by modifying a responsibility

Identify the views that users will not require in offline mode.
Log in to the Siebel application as a user with administrator privileges.
Navigate to the Administration - Application screen, then the Responsibilities view.
Query for and select the appropriate responsibility or user role where you want to limit access.

For example, query for Service Administrator.

Select the Responsibilities tab, and then do the following:

In the lower Users applet, review and update the list of users assigned to the responsibility as required.

In the lower Views applet, deselect the Local Access check box for each view that you do not want to display in offline mode.

For example, deselect the Local Access check box for the following views in the Siebel Mobile application for Siebel Service, which are not required in offline mode:

SHCE Technician Breaks View - Mobile
SHCE Technician POU View - Mobile
SHCE Technician Shifts View - Mobile

Note:

The Local Access check box is selected by default for all views, which means that all mobile application views are downloaded to client devices and available to users in offline mode by default.

Repeat Step 4 and Step 5 for each additional responsibility that contains views which are not required in offline mode.
Inform users as required to log out, and then log back in to the mobile application for the changes to take effect.

Limiting Access to Views for All Responsibilities Globally

This topic shows you how to limit the views that the Siebel Mobile disconnected application displays by modifying access to the view for every responsibility globally that is associated with the view.

To limit access to views for all responsibilities globally

Identify the views that users will not require in offline mode.
Log in to the Siebel application as a user with administrator privileges.
Navigate to the Administration - Application screen, then the Views view.
Query for the appropriate view where you want to limit access.

For example, query for the following: SHCE Technician Breaks View - Mobile.
Deselect the Default Local Access check box for the view.

The Default Local Access setting determines whether a view is available for the users that are assigned to the responsibilities that are associated with this view.
Repeat Step 4 and Step 5 for each view where you want to limit access for every responsibility that references the view.