Siebel CRM Siebel Mobile Guide: Disconnected Siebel Innovation Pack 2017, Rev. A E52427-01 |
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This task is a step in "Roadmap for Setting Up Siebel Mobile Disconnected Applications".
Siebel Mobile disconnected applications use the existing Siebel application framework for data filtering. Because Siebel Mobile disconnected applications run on a browser on a mobile device and typically on a slower network, careful analysis is required to limit the amount of data that is downloaded to client devices. Before starting to design and develop filters for Siebel Mobile disconnected applications, it is recommended that you consider the following guidelines:
Examine all of your Siebel application configuration and make a note of all the business objects and business components.
For each business object and business component, determine if there is a search specification that can be specified for daily usage, which will cut down on user data size. There is a browser storage limit of 50 MB, data filter configuration is required to limit the number of records that are downloaded to mobile devices.
Because picklists tend to carry a lot of data, especially if there is no search specification defined for the picklist, review the buscomps used in picklists and design filters for those business components.
The Siebel Mobile administration screens include views for defining filters on business objects. Make sure that you define filters for any business object that has a large data set, and that you specify one default filter (for the business object) to avoid excessive data download.
Business component data filters must be configured to control the volume of data that is downloaded for offline operations. A number of generic data filters are set up by default for Siebel Mobile disconnected applications, but you can modify the default data filters to suit your own business needs. For more information about configuring data filters, see Chapter 3, "Setting Up Siebel Mobile Disconnected Applications".