Contents

• Title and Copyright Information
• Preface
• 1 What’s New in This Release
  • What’s New in Siebel Mobile Guide: Disconnected, Siebel CRM 18.9 Update
  • What’s New in Siebel Mobile Guide: Disconnected, Siebel Innovation Pack 2017, Rev. A
  • What’s New in Siebel Mobile Guide: Disconnected, Siebel Innovation Pack 2017
• 2 Overview of Siebel Mobile
  • Overview of Siebel Mobile
  • Siebel Mobile Products
  • About Siebel Mobile
  • Requirements for Using Siebel Mobile
  • System Requirements for Siebel Mobile
  • MIT License
  • Overview of Disconnected Application Synchronization
• 3 Setting Up Siebel Mobile Disconnected Applications
  • 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
  • Siebel Application Object Manager Parameters for Siebel Mobile Disconnected Applications
  • Process of Configuring Siebel Server for Siebel Mobile Disconnected Applications
    • Enabling the 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 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 Disconnected Applications
    • Enabling JavaScript for Safari
    • Disabling Private Browsing
    • Clearing the Browser Cache
    • Checking the Browser Cache Size
• 4 Siebel Mobile Disconnected Application Administration
  • 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
    • 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
  • 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
  • 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
    • 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
  • Migrating Siebel Mobile Disconnected From Asynchronous to Synchronous Programming Model
    • About the JavaScript Migration Tool
    • Modifying Identified Patterns in the Existing Code Base
  • Porting Siebel Server Scripts to Browser Side JavaScript
    • Using the eScript Porting Tool
    • Defining Filters for the eScript Porting Tool
    • Example SQL Query Scripts
    • Supported Offline APIs
    • Unsupported Offline APIs
• 7 Handling Synchronization Conflicts and Insert-Transaction Failures
  • 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
  • Getting Started with Siebel Mobile Disconnected Applications
  • Logging In to
  • Logging Out of
  • Navigating the Siebel Mobile User Interface
    • Navigating Siebel Mobile in Landscape Mode
    • Navigating Siebel Mobile in Portrait Mode
    • About the Siebel Mobile Aurora and Zante UI Themes
    • Configuring Second Level Navigation Views
    • 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 Menu (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
  • 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 Route Button
  • 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
  • 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
  • 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
  • Unsupported Siebel Mobile Features in Offline Mode
• 9 Getting Started with the Siebel Mobile Application Container
  • Getting Started with the Siebel Mobile Application Container (Siebel App)
  • About the Siebel App, Siebel.maa File, and Mobile Application Framework
  • Overview of Siebel Mobile Integration with Native Device Features
  • Process of Integrating Siebel Mobile with Native Device Features
  • Downloading and Installing the Siebel App
    • Downloading and Installing the Siebel App from the Apple App Store
    • Downloading and Installing the Siebel App From Google Play
    • Downloading and Using the Siebel Mobile Archive File (Administrator Task)
  • Setting Up the Host Server for Siebel Mobile
    • Setting Up the Host Server for Siebel Mobile in Siebel Innovation Pack 2016 or Earlier
    • Customizing the Siebel App Application Icons in Siebel Innovation Pack 2016 or Earlier
  • Configuring Single Sign-On for Siebel Mobile
  • 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 Attachments Using the Siebel App
    • Managing Attachment Downloads
    • Managing Attachment Uploads
  • Configuring the Privacy Settings for Native Device Feature
    • Configuring the Privacy Settings on iOS Devices
    • Configuring the Privacy Settings on Android Devices
  • Setting Up CalDAV and CardDAV Publishing
    • URL Syntax for CalDAV Account Setup
    • URL Syntax for CardDAV Account Setup
    • Setting Up CalDAV Publishing on an iOS Device
    • Setting Up CardDAV Publishing on an iOS Device
    • Setting Up CalDAV and CardDAV Publishing on an Android Device
• 10 Using the Siebel Mobile Disconnected Application for Siebel Pharma
  • 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
  • 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 Signatures for Calls
    • 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 the Siebel Mobile Application for Siebel Pharma
    • Recording Responses to Presentations in Siebel Mobile
    • Setting the Server Uncompression Location
  • Task Flows for Siebel Pharma
    • Planning and Preparing for Customer Calls
    • Conducting Customer Calls
  • Unsupported Siebel Pharma Features in Offline Mode
• 11 Using the Siebel Mobile Disconnected Application for Siebel Sales
  • 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
• 12 Using the Siebel Mobile Disconnected Application for Siebel Field Service
  • Using the Siebel Mobile Disconnected Application for Siebel Field Service
  • Using the Home Page for Siebel Field Service
    • Navigating to the Home Page
    • Reviewing Activity Information
    • Scheduling Personal Appointments
  • Managing Activities for Siebel Field Service
    • Displaying Activity Details
    • Verifying and Ordering Parts and Tools for an Activity
    • Viewing Substitute Information for a Part
    • Accepting an Activity
    • Displaying the Task-Based Screen Flow for an Activity
    • Recording Task Completion for an Activity
    • Capturing Asset Readings for an Activity
    • Attaching Media to an Activity
    • Modifying Part Tracker Information for an Activity
    • Removing a Serialized Part
    • Installing a Replacement Serialized Part
    • Modifying Part Tracker for an Activity by Scanning Barcode Data
    • Modifying Time Tracker Information for an Activity
    • Modifying Expense Tracker Information for an Activity
    • Generating Service Reports
    • Creating Invoices from Activities in Siebel Field Service
    • Printing Invoices Associated with Activities
    • Capturing Signatures for Invoice in Siebel Field Service
  • Managing Service Requests for Siebel Field Service
    • Displaying Service Request Information
    • Modifying Activity Information for a Service Request
    • Modifying Order Information for a Service Request
    • Viewing Invoice Information for Service Requests
    • Printing Invoices Associated with Service Requests
  • Managing Accounts for Siebel Field 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 Field Service
    • Displaying Part Details
    • Viewing the Good and Defective Availability Information for a Part
  • Managing Orders for Siebel Field Service
    • Displaying Order Details
    • Modifying Order Information
    • Modifying Line Item Information for an Order
  • Managing Invoices for Siebel Field Service
    • Displaying Invoice Details
    • Viewing Line Item Information for an Invoice
    • Printing Invoices
  • Managing Assets for Siebel Field Service
    • Displaying Asset Details
    • Viewing Measurement Information for an Asset
    • Capturing a Reading for an Asset
    • Viewing Warranty Information for an Asset
    • Viewing Service Request Information for an Asset
  • Managing Shifts for Siebel Field 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 Field Service
    • Starting the Day
    • Preparing for Customer Visits
    • Working on a Job
    • Finishing a Job
  • Unsupported Siebel Field Service Features in Offline Mode
• 13 Siebel CardDAV Dynamic Mapping
  • Siebel CardDAV Dynamic Mapping
  • About CardDAV
  • Setting Up Siebel CardDAV Dynamic Mapping
  • Enabling Siebel CardDAV Dynamic Mapping
  • Default Supported CardDAV Clients
  • Supported CardDAV Synchronization
  • Contact Properties
    • About the Prefix Contact Property
    • About the Suffix Contact Property
    • About the Birthday Contact Property
  • Contact Company Property
  • Type Property
    • Type Property: Phone
    • Type Property: Email
    • Type Property: URL
    • Type Property: Address
    • Google Maps Geocoding API Integration
  • Type Conversion Mappings
    • Type Conversion Mappings for Phone
    • Type Conversion Mappings for Fax
    • Type Conversion Mappings for Email
    • Type Conversion Mappings for URL
    • Type Conversion Mappings for Address
  • Known Limitations for Siebel CardDAV Dynamic Mapping
  • Known Limitations for Outlook CardDAV Clients
    • Outlook CalDAV Synchronizer Limitations
    • OpenProtocols DAVClient Limitations