Configuring Synchronization for Siebel Mobile Disconnected Applications

This topic describes how to configure synchronization for Siebel Mobile disconnected applications in general. There are four types of synchronization: full synchronization, incremental synchronization, full synchronization always, and batch synchronization. It includes the following information:

"Enabling Full Synchronization for Siebel Mobile Disconnected Applications"
"Enabling Incremental Synchronization for Siebel Mobile Disconnected Applications"
"Configuring Business Components for Full Synchronization Always"
"Configuring Batch Synchronization for Siebel Mobile Disconnected Applications"

Enabling Full Synchronizatio n for Siebel Mobile Disconnected Applications

A full data and metadata download process is always initiated from Siebel Server to a mobile device when the mobile device switches to offline mode for the first time. But when the mobile device subsequently switches to offline mode, then either a full or incremental synchronization process is initiated according to how the Siebel Mobile Always Full Sync system preference is set.

If Siebel Mobile Always Full Sync is set to Y or Yes, then full synchronization is enabled and a full data and metadata download takes place between Siebel Mobile and the mobile client whenever the mobile client sends a synchronization request to the Siebel Server.

To enable full synchronization for Siebel Mobile disconnected applications

Log in to the Siebel application as a user with administrator privileges.
Navigate to the Administration - Application screen, then the System Preferences view.
Search for and set the Siebel Mobile Always Full Sync system preference to Y or Yes.

The default setting for Siebel Mobile Always Full Sync is N or No, which means that incremental synchronization is enabled by default for Siebel Mobile disconnected applications.
Restart Siebel Servers for the changes to take effect.

Enabling Incremental Synchronizatio n for Siebel Mobile Disconnected Applications

If Siebel Mobile Always Full Sync is set to N or No, then incremental synchronization is enabled and an incremental or partial data and metadata download takes place between Siebel Mobile and the mobile client whenever the mobile client sends a synchronization request to the Siebel Server.

Incremental synchronization is enabled by default for Siebel Mobile disconnected applications.

Note:

Business components that are configured for full synchronization always are fully synchronized even when incremental synchronization is enabled for the application. For more information, see "Configuring Business Components for Full Synchronization Always".

To enable incremental synchronization for Siebel Mobile disconnected applications

Log in to the Siebel application as a user with administrator privileges.
Navigate to the Administration - Application screen, then the System Preferences view.
Search for and set the Siebel Mobile Always Full Sync system preference to N or No (if not already done so).

The default setting for Siebel Mobile Always Full Sync is N or No, which means that incremental synchronization is enabled by default for Siebel Mobile disconnected applications.
Configure incremental synchronization as shown in "Roadmap for Configuring Incremental Synchronization for Siebel Mobile Disconnected Applications".

Configuring Business Components for Full Synchronization Always

The following procedure shows you how to configure full synchronization always for business components where objects are fully synchronized even if incremental synchronization is enabled for the Siebel Mobile disconnected application. Full synchronization is where a full data and metadata download takes place between Siebel Mobile and the mobile client whenever the mobile client sends a synchronization request to the Siebel Server.

Note:

This procedure is supported but not recommended for Siebel Mobile disconnected.

To configure objects for full synchronization

Navigate to the Administration - Siebel Mobile screen, then the Application Administration view.
Select the mobile application from the top applet.
Query for the Always Full Download - BusComp setting, and then in the Value field select the dynamic business component.

In the following example, Calls is selected in the Value field for the Always Full Download - BusComp setting. This means that full synchronization will always be performed for Calls even if incremental synchronization is enabled for the application.

Name: Always Full Download - BusComp

Value: Calls

You can specify more than one business component as the value for Always Full Download - Buscomp and the list of business components must be separated by |. For example:
```
Calls|Pharma Professional Call - Mobile|Contact
```

Configuring Batch Synchronizatio n for Siebel Mobile Disconnected Applications

Configuring batch synchronization for a Siebel Mobile disconnected application involves creating the Data Extraction Component for the application first if required and then configuring the settings, including batch synchronization, for the mobile application. After that you configure the appropriate business object filters for the mobile application, and then synchronization for the mobile application as required.

Note the following about batch synchronization:

Batch synchronization is set up by default for the Siebel Mobile application for Siebel Pharma, so it is not necessary to configure it for the application again.
Where there are multiple Siebel Servers, make sure that only one batch synchronization process is running per enterprise.

To configure batch synchronization for Siebel Mobile disconnected applications

Verify that the MobileSync component group is enabled for Siebel Mobile.

For more information, see (the first step in) "Setting Up the Disconnected Mobile Synchronization Component Group".
If required, create the Data Extraction Component for the mobile application.

For more information, see (the second step in) "Setting Up the Disconnected Mobile Synchronization Component Group".
Configure the settings for the mobile application as follows:
1. Navigate to the Administration - Siebel Mobile screen, then the Application Administration view.
2. Select the mobile application from the top applet. For example: Siebel Service for Mobile.
3. Click the Settings tab, and then do the following:
  - Click New, select Data Extraction Component in the Name field, and then select the actual data extraction component (for example: ServicemDbXtract) in the Value field.
  - Click New, select Enable Batch Extraction in the Name field, and then select True in the Value field.
  The Enable Batch Extraction parameter enables (True) the batch synchronization functionality. Enable batch synchronization is the default. Setting Enable Batch Extraction to False supports On Demand synchronization at run time.
  
  Note:
  On Demand batch synchronization is supported but not recommended for Siebel Mobile.
4. Restart the Siebel Server for the changes to take effect.
  
  After the changes take effect, batch synchronization is enabled for the mobile application.

Configure business object filters with chained data extraction for the mobile application.

The following table shows some example business object filters with chained data extraction. For more information about business object filters, see "Constructing Business Object Filters for Siebel Mobile Disconnected Applications".

Default	Business Object	Name	Query
Yes	Pharma Professional Call - Mobile	PH1	'Pharma Professional Call - Mobile'.Search = "([Start Date] >= Today() - 5) AND ([Start Date] <= Today() + 5)" AddSearch(("Pharma Professional Call - Mobile.Contact Id","PH2.Contact"),("Pharma Professional Call - Mobile.Account Id","PH3.Account"))
Yes	Contact	PH2	'Contact'.Search = "[My Position Id] = PositionId()" 'Pharma Professional Call - Mobile'.Search = "([Start Date] >= Today() - 10) AND ([Start Date] <= Today() + 10)" AddSearch(("Pharma Professional Call - Mobile","PH1.Pharma Professional Call - Mobile")("Contact.Id","PH2.Contact"))
Yes	Account	PH3	'Account'.Search = "[Type] = LookupValue ( ""ACCOUNT_TYPE"", ""Hospital"" ) AND [My Position Id] = PositionId()" 'Pharma Professional Call - Mobile'.Search = "([Start Date] >= Today() -10) AND ([Start Date] <= Today() + 10)" AddSearch(("Pharma Professional Call - Mobile","PH1.Pharma Professional Call - Mobile"),("Contact","PH2.Contact"),("Affiliated Account.Party Id","Account")("Account.Id","PH3.Account"))

Configure synchronization for the mobile application as required.

For more information, see the following topics:

Configuring Synchronization for Siebel Mobile Disconnected Applications

Enabling Full Synchronization for Siebel Mobile Disconnected Applications

Enabling Incremental Synchronization for Siebel Mobile Disconnected Applications

Configuring Business Components for Full Synchronization Always

Configuring Batch Synchronization for Siebel Mobile Disconnected Applications

Enabling Full Synchronizatio n for Siebel Mobile Disconnected Applications

Enabling Incremental Synchronizatio n for Siebel Mobile Disconnected Applications

Configuring Batch Synchronizatio n for Siebel Mobile Disconnected Applications