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Siebel CRM Siebel Mobile Guide: Disconnected
Siebel Innovation Pack 2015, Rev. D
E52427-01
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1
What's New in This Release
What's New in Siebel Mobile Guide: Disconnected, Siebel Innovation Pack 2015, Rev. D
What's New in Siebel Mobile Guide: Disconnected, Siebel Innovation Pack 2015, Rev. C
What's New in Siebel Mobile Guide: Disconnected, Siebel Innovation Pack 2015, Rev. B
What's New in Siebel Mobile Guide: Disconnected, Siebel Innovation Pack 2015, Rev. A
What's New in Siebel Mobile Guide: Disconnected, Siebel Innovation Pack 2015
2
Overview of Siebel Mobile
Siebel Mobile Products
About Siebel Mobile
Requirements for Using Siebel Mobile
System Requirements for Siebel Mobile
MIT License
Overview of Siebel Mobile Disconnected Application Synchronization
3
Setting Up Siebel Mobile Disconnected Applications
Roadmap for Setting Up Siebel Mobile Disconnected Applications
Requirements for Setting Up Siebel Mobile Disconnected Applications
Adding Object Managers for Siebel Mobile Disconnected Applications
Adding Virtual Directories for Siebel Mobile Disconnected Applications
Siebel Application Object Manager Parameters for Siebel Mobile Disconnected Applications
Process of Configuring Siebel Server for Siebel Mobile Disconnected Applications
Enabling the Handheld Component Groups for Siebel Mobile Disconnected Applications
Setting Up the Disconnected Mobile Synchronization Component Group
Assigning Responsibilities to Siebel Mobile Disconnected Application Users
Setting Up Selective Retrieval for Siebel Mobile Disconnected Application Views
Configuring Object Definitions for Siebel Mobile Disconnected Applications
Configuring Siebel Mobile Disconnected Application Settings
Configuring the Mobile Node for Siebel Mobile Disconnected Application Users
Running Database Extract for Siebel Mobile Disconnected Application Users
Configuring the Web Server MIME Type for Siebel Mobile Disconnected Applications
Configuring MIME Type on Microsoft Windows
Configuring MIME Type for Linux
Configuring MIME Type for AIX and HPUX
Configuring MIME Type for Solaris
Configuring a Hybrid Server Setup for Siebel Mobile
Guidelines for Developing Data Filters for Siebel Mobile Disconnected Applications
Customizing Siebel Mobile Disconnected Applications
Copying and Deleting Siebel Mobile Disconnected Applications
Troubleshooting Siebel Mobile Disconnected Applications
Enabling JavaScript for Safari
Disabling Private Browsing
Clearing the Browser Cache
Checking the Browser Cache Size
4
Siebel Mobile Disconnected Application Administration
Setting Up Users for Siebel Mobile Disconnected Applications
Adding Business Component Filters for Siebel Mobile Disconnected Application Users
Adding Business Object Filters for Siebel Mobile Disconnected Application Users
Configuring Access to Views for Siebel Mobile Disconnected Applications
Limiting Access to Views by Modifying Responsibilities
Limiting Access to Views for All Responsibilities Globally
Administration Screen Settings for Siebel Mobile Disconnected Applications
About the Rules for an Override
Removing a Setting from a Higher Level
Configuring Application Settings for Siebel Mobile Disconnected Applications
Configuring a New Application Setting
Configuring a DefaultBusObj Setting Value with More Than 2000 Characters
Extracting Non-UI Fields During Synchronization
Configuring the Application Directory Setting
Configuring the Application Directory Setting for Multiple Servers
Application Settings for Siebel Mobile Disconnected Applications
Configuring Component-Level Settings for Siebel Mobile Disconnected Applications
Thread Throttling for Siebel Mobile Disconnected Applications
Load Balancing Support for Synchronization
Supported Load Balancers for Synchronization
Unique Synchronization Directory on Siebel Server
Load Balancing When Synchronization is Configured for Siebel Mobile
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
Monitoring Synchronization Sessions for Siebel Mobile Disconnected Applications
Monitoring Synchronization Sessions and Data Download
Monitoring Synchronization Sessions
Monitoring Data Download
Obtaining Error Details from Synchronization Sessions
Obtaining Business Component Information from Synchronization Conflicts
Obtaining an Audit Trail for Synchronization Sessions
Responding to Synchronization Errors in Siebel Mobile Disconnected Applications
Troubleshooting Synchronization Failures Due to Business Component Filters
5
Data Filtering for Siebel Mobile Disconnected Applications
Developing Data Filters for Siebel Mobile Disconnected Applications
Constructing Business Component Filters for Siebel Mobile Disconnected Applications
Example Syntax of Business Component Filter
Setting Business Component Filters for Siebel Mobile Disconnected Applications
Removing a Business Component Filter Setting
Configuring Business Component Filters for Pop-up Applets
Constructing Business Object Filters for Siebel Mobile Disconnected Applications
Example Syntax of Business Object Filter
Setting Business Object Filters for Siebel Mobile Disconnected Applications
Removing a Business Object Filter Setting
Business Object Filter Chaining
Overview of Filtering Options
Example Business Object Filters
Example Business Object Filters With Chained Data Extraction
About Filter Application During Chained Data Extraction
Managing Filters for Siebel Mobile Disconnected Applications
Server Synchronization Deployments
Examples of Default Business Object Declarations
When to Use Default Business Object Declarations
Determining the Correct Visibility
Overriding the Popup Visibility Type
About Multiple Visibility Methods
About Visibility on the Siebel Mobile Client
6
Deploying Siebel Mobile Disconnected Applications
Overview of Deployment for the Siebel Mobile Disconnected Application Client
Overview of Siebel Server Topology
Recommended Hardware and Network Configuration
Installing Siebel Server for Siebel Mobile Disconnected Application Synchronization
Installing the Components for Siebel Mobile Disconnected Application Synchronization Using the Siebel Server Installer
Siebel Server Component Parameters for Siebel Mobile Disconnected Application Synchronization
Configuring Siebel Server for Siebel Mobile Disconnected Application Synchronization
Configuring Logging Levels for Siebel Mobile Disconnected Application Synchronization
Configuring Siebel Server Logging Using the Server Manager
Configuring Siebel Server Logging Using the Server Configuration Screen
Optimizing Siebel Server Process Management for Siebel Mobile Disconnected Application Synchronization
Roadmap for Configuring Incremental Synchronization for Siebel Mobile Disconnected Applications
Configuring the Object Mappings for a New Business Component
Enabling Modification Tracking for Siebel Mobile Disconnected Application Clients
7
Handling Synchronization Conflicts and Insert-Transaction Failures
Preventing Synchronization Transaction Conflicts in Siebel Mobile
Handling Insert-Transaction Failures in Siebel Mobile Disconnected Applications
Defining the Settings for Processing Insert-Transaction Failure
Resolving Conflicts and Recovering Error Data in Siebel Mobile
8
Getting Started with Siebel Mobile Disconnected Applications
Logging In to Siebel Mobile
Navigating the Siebel Mobile User Interface
Application Banner
Left Pane
Right Pane
Navigating Siebel Mobile in Landscape Mode
Navigating Siebel Mobile in Portrait Mode
Selecting Fields, Drop-Down Lists, and Records
Inline Editing
Check Boxes
Data Display
Managing Records in Siebel Mobile
Creating Records in Siebel Mobile
Linking Records to Your Selected Record
Searching for Records in Siebel Mobile
Modifying Records in Siebel Mobile
Deleting Records in Siebel Mobile
About the Cogwheel Icon in Siebel Mobile
Reviewing Record Summary Information
Displaying the Total Number of Records
Creating Bookmarks in Siebel Mobile
Formatting the Columns to Display in the List View
Configuring the Number of Records Displayed on Mobile Devices
Reviewing Notification Messages in Siebel Mobile
Modifying Notification Messages
Configuring Application Settings for Siebel Mobile
Uploading a User Profile Image to Siebel Server
Configuring Application Behavior Settings for Siebel Mobile
Configuring Notification Settings for Siebel Mobile
Displaying Location Details in Siebel Mobile
Enabling the Map Functionality for Siebel Mobile
Displaying Route Details Using the Pin Icon
Running Predefined Queries in Siebel Mobile
Scanning Barcodes in Siebel Mobile
Searching for Records by Scanning Barcode Data
Using Attachments in Siebel Mobile
Setting the Attachment Path
Starting an External Application from Siebel Mobile
Printing from Siebel Mobile
Integrating Siebel Mobile with Native Device Features
Overview of Siebel Mobile Integration with Native Device Features
Downloading and Installing the Siebel Mobile Application Container (Siebel App)
Downloading and Installing the Siebel App from the Apple App Store
Downloading and Installing the Siebel App From Google Play
Using the Siebel Mobile Archive MAA File (Administrator Task)
Setting Up the Host Server for Siebel Mobile
Customizing the Application Icons in the Siebel App
Configuring the Siebel App on iOS and Android Devices
Clearing the Application Cache for Applications Using the Siebel App
Resetting the Host Server Using the Siebel App
Managing Attachment Downloads Using the Siebel App
Configuring the Privacy Settings for Native Device Feature
Configuring the Privacy Settings on iOS Devices
Configuring the Privacy Settings on Android Devices
Siebel Mobile Disconnected Application Logging
Enabling Logging for Siebel Mobile Disconnected Application Users
Clearing Log Information for Siebel Mobile Disconnected Applications
Uploading Siebel Mobile Log Information to Siebel Server
Saving Siebel Mobile Log Information
About Siebel Mobile Log API
Process of Using Siebel Mobile Disconnected Applications in Offline Mode
Using the Airplane Icon on the Application Banner
Switching to Offline Mode for the First Time
About Switching to Offline Mode Subsequently
Working in Offline Mode
Synchronizing Data
Synchronization Icons
Verifying Data Synchronization
Reviewing Synchronization Errors
Logging Out of Siebel Mobile
Unsupported Siebel Mobile Features in Offline Mode
9
Using the Siebel Mobile Disconnected Application for Siebel Pharma
Using the Home Page for Siebel Pharma
Viewing Call Planning Information
Scheduling Calls For Contacts and Accounts
Customizing the Call Planning Calendar
Managing Calls for Siebel Pharma
Displaying Call Details
Modifying Call Information
Modifying Attendee Information for a Call
Modifying Promotional Items for a Call
Modifying Samples for a Call
Modifying Product Details for a Call
Viewing the Validation Results for a Call
Adding Literature Information to a Call
Viewing Presentation Detail Information for a Call
Capturing the Electronic Signature for a Call
Submitting a Call for Processing
Managing Accounts for Siebel Pharma
Displaying Account Details
Modifying Account Information
Modifying Contact Information for an Account
Modifying Call Information for an Account
Modifying Address Information for an Account
Modifying Contact Affiliation Information for an Account
Modifying Account Relationship Information for an Account
Modifying Attachment Information for an Account
Managing Contacts for Siebel Pharma
Displaying Contact Details
Modifying Contact Information
Modifying Call Information for a Contact
Modifying Address Information for a Contact
Modifying Best Time Information for a Contact
Modifying State License Information for a Contact
Modifying Account Affiliation Information for a Contact
Modifying Contact Relationship Information for a Contact
Modifying Attachment Information for a Contact
Managing Messaging Plans
Displaying Messaging Plan Details
Using the PCD Viewer in Siebel Mobile
Showing Presentations in Siebel Mobile
Recording Responses to Presentations in Siebel Mobile
Task Flows for Siebel Pharma
Planning and Preparing for Customer Calls
Conducting Customer Calls
Unsupported Siebel Pharma Features in Offline Mode
10
Using the Siebel Mobile Disconnected Application for Siebel Sales
Managing Accounts for Siebel Sales
Displaying Account Details
Modifying Account Information
Modifying Contact Information for an Account
Modifying Opportunity Information for an Account
Modifying Address Information for an Account
Modifying Activity Information for an Account
Modifying Account Team Information for an Account
Managing Contacts for Siebel Sales
Displaying Contact Details
Modifying Contact Information
Modifying Opportunity Information for a Contact
Modifying Contact Team Information for a Contact
Modifying Address Information for a Contact
Managing Leads for Siebel Sales
Displaying Lead Details
Modifying Lead Information
Modifying Opportunity Information for a Lead
Converting a Lead to an Opportunity
Converting a Lead to an Opportunity (Offline Mode Only)
About Synchronizing Opportunities
Managing Opportunities for Siebel Sales
Displaying Opportunity Details
Modifying Opportunity Information
Modifying Contact Information for an Opportunity
Modifying Product Information for an Opportunity
Modifying Quote Information for an Opportunity
Converting an Opportunity to a Quote
Converting an Opportunity to a Quote (Offline Mode Only)
Modifying Activity Information for an Opportunity
Modifying Opportunity Team Information for an Opportunity
Managing Quotes for Siebel Sales
Displaying Quote Details
Modifying Quote Information
Modifying Line Item Information for a Quote
Modifying Order Information for a Quote
Converting a Quote to an Order
Converting a Quote to an Order (Offline Mode Only)
Modifying Quote Team Information for a Quote
Managing Orders for Siebel Sales
Displaying Order Details
Modifying Order Information
Modifying Line Item Information for an Order
Managing Activities for Siebel Sales
Displaying Activity Details
Modifying Activity Information
Modifying Contact Information for an Activity
Modifying Employee Information for an Activity
Unsupported Siebel Sales Features in Offline Mode
11
Using the Siebel Mobile Disconnected Application for Siebel Service
Managing Activities for Siebel Service
Displaying Activity Details
Modifying Activity Information
Modifying Contact Information for an Activity
Verifying and Ordering Parts and Tools for an Activity
Viewing Instruction Information for an Activity
Viewing Step Information for an Activity
Recording Step Completion for an Activity
Modifying Part Tracker Information for an Activity
Removing a Serialized Part
Installing a Replacement Serialized Part
Modifying Activity Parts by Scanning Barcode Data
Modifying Time Tracker Information for an Activity
Modifying Expense Tracker Information for an Activity
Creating Invoices from Activities Using the Auto Invoice Link
Capturing the Electronic Signature for an Invoice
Viewing Invoice Information for an Activity
Printing Invoices Associated with an Activity
Managing Service Requests for Siebel Service
Displaying Service Request Details
Modifying Service Request Information
Modifying Order Information for a Service Request
Modifying Activity Information for a Service Request
Creating Invoices from Service Requests Using the Auto Invoice Link
Viewing Invoice Information for a Service Request
Printing Invoices Associated with a Service Request
Managing Accounts for Siebel Service
Displaying Account Details
Viewing Contact Information for an Account
Modifying Service Request Information for an Account
Viewing Asset Information for an Account
Viewing Entitlement Information for an Account
Managing Parts for Siebel Service
Displaying Part Details
Viewing Availability Information for a Part
Viewing Substitute Information for a Part
Managing Orders for Siebel Service
Displaying Order Details
Modifying Order Information
Modifying Line Item Information for an Order
Managing Invoices for Siebel Service
Displaying Invoice Details
Viewing Line Item Information for an Invoice
Printing Invoices
Managing Assets for Siebel Service
Displaying Asset Details
Viewing Measurement Information for an Asset
Capturing a Reading for an Asset
Viewing Warranty Information for an Asset
Viewing Entitlement Information for an Asset
Managing Shifts for Siebel Service
Displaying Shift Details
Starting and Ending a Shift
Starting and Ending a Break
Starting or Ending a Period of Unavailability
Tasks Flows for Siebel Service
Starting the Day
Preparing for Customer Visits
Performing Activities for Customer Visits
Closing Customer Visits
Performing Miscellaneous Tasks for Siebel Service
Unsupported Siebel Service Features in Offline Mode
Index
