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Configuring TrickleSync from the Siebel Server


You can configure TrickleSync for one or more users from the Siebel Server.

Configuring TrickleSync from the Siebel Server for Multiple Users

This topic describes how to configure TrickleSync for multiple users from the Siebel Server.

To configure TrickleSync from the Siebel Server for multiple users

  1. Log in to the Siebel Server with administrator privileges.

    For more information, see Logging in to the Siebel Server as an Administrator.

  2. Navigate to the Administration - Siebel Remote screen, and then the TrickleSync view.
  3. In the TrickleSync list, choose multiple users who require TrickleSync.
  4. Choose the Edit menu, and then the Change Records menu item.
  5. In the Change Records dialog box, in the first Field to Change section, choose TrickleSync Enabled from the Field list.
  6. In the accompanying Value field, enter Y.
  7. In the second Field to Change section, choose TrickleSync Frequency from the Field list.
  8. In the accompanying Value field, enter the synchronization frequency.

    For more information, see Options for Configuring How Frequently Siebel Remote Uses TrickleSync.

  9. In the third Field to Change section, choose TrickleSync Schedule from the Field list.
  10. In the accompanying Value field, enter a date and time, such as 11/17/2015 4:10 PM.

    For more information, see Options for Date and Time Scheduling of TrickleSync.

  11. Click OK.
  12. Notify users to do a manual synchronization.

    For more information, see How Siebel Remote Synchronizes TrickleSync Modifications from the Siebel Server.

Configuring TrickleSync from the Siebel Server for One User

This topic describes how to configure TrickleSync for one user from the Siebel Server.

To configure TrickleSync from the Siebel Server for one user

  1. Log in to the Siebel Server with administrator privileges.

    For more information, see Logging in to the Siebel Server as an Administrator.

  2. Navigate to the Administration - Siebel Remote screen, and then the TrickleSync view.
  3. In the TrickleSync list, query the Name field for the user who requires TrickleSync.
  4. In the TrickleSync form, make sure the Enable TrickleSync check box contains a check mark.
  5. In the Synchronization Frequency field, choose the synchronization frequency.

    For more information, see Options for Configuring How Frequently Siebel Remote Uses TrickleSync.

  6. In the corresponding time units field, choose the time interval to use between TrickleSync operations for the user.

    For example, if you set Synchronization Frequency to Minutes, then in the Minutes field, choose a value that is between 10 minutes and 55 minutes.

  7. Optional. Complete more fields in the form.

    For more information, see TrickleSync Options That You Can Specify.

  8. Save the record.
  9. Notify the user to do a manual synchronization.

    For more information, see How Siebel Remote Synchronizes TrickleSync Modifications from the Siebel Server.

How Siebel Remote Synchronizes TrickleSync Modifications from the Siebel Server

The Transaction Processor and Transaction Router server components make sure that Siebel Remote places your TrickleSync configuration modifications in the user outbox on the Siebel Server. The user must do one manual synchronization to send these modifications to the remote client. The user finishes this manual synchronization, and then Siebel Remote runs TrickleSync at the times you specify.

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