3Setting Up Siebel Mobile Connected Applications

Setting Up Siebel Mobile Connected Applications

This chapter describes how to set up Siebel Mobile connected applications. It includes the following topics:

Note: The procedures in this guide assume that you do not use the Tree navigation control option to access screens and views. However, you can choose to use the Tree navigation control if required. For more information about setting navigation options, see Siebel Fundamentals Guide.

Requirements for Setting Up Siebel Mobile Connected Applications

This task is a step in Process of Setting Up Siebel Mobile Connected Applications.

Before starting to set up Siebel Mobile, you must meet the following requirements.

  1. The installed software for Siebel Mobile is Siebel CRM 17.x or any Siebel CRM 18.x release prior to Siebel 19.1 Update.

    Install Siebel CRM 19.1 Update for new installations or for existing installations. For more information about new installations and migration installations for existing installations, see Siebel Installation Guide for the operating system you are using.

  2. For a migration installation for an existing installation, run the Siebel Incremental Repository Merge to update your database to the latest Siebel CRM.

    For more information about using Siebel Incremental Repository Merge, see Siebel Database Upgrade Guide.

    For new installations, running Siebel Incremental Repository Merge is not required. Install a new Siebel database for Siebel CRM.

  3. All standard Siebel Server and Siebel Application Interface configurations have been carried out before you run any Siebel Mobile script on the Siebel Server and Siebel Application Interface.

    • New installations. Complete the standard Siebel Server and Siebel Application Interface installation and configuration tasks to create the object managers for the language or languages that you choose to deploy.

    • Migration installations. Run the script to add the object managers for new Siebel Mobile applications not present in any prior installation, for the existing installed and deployed languages. For Siebel Application Object Managers, run the object manager script for each language that you are deploying. After installation, run the Siebel Management Console and configure the Application Interface to add the new applications.

    • Additional languages. After a migration installation, run the object manager script once for each installed language. If you are adding a new language to an existing installation, then run the object manager script for that language, but only after first completing all the standard tasks to install and deploy a new language as detailed in Siebel Installation Guide for the operating system you are using.

    Note: The Siebel Bookshelf is available on Oracle Technology Network (http://www.oracle.com/technetwork/indexes/documentation/index.html) and Oracle Software Delivery Cloud. It might also be installed locally on your intranet or on a network location.

Adding Object Managers for Siebel Mobile Connected Applications

This task is a step in Process of Setting Up Siebel Mobile Connected Applications and is required under the following conditions:

  • For new installations. The Siebel Application Object Managers are created by default in the language or languages selected during Siebel CRM installation. For example, if ENU and ESP are the languages selected, then the Siebel Application Object Managers shown in the following table are automatically added for ENU and ESP so it is not necessary to add them again. If you want to run your Siebel Mobile application subsequently in a new language, then you must run the new_compdef_sia script for each language that must be supported, but only after first completing all the standard tasks to install and deploy a new language.

  • For migration installations. You must run the new_compdef_sia script to add the object managers for new Siebel Mobile applications not present in any prior installation, for each language that is installed and deployed on the Siebel Server.

  • For additional languages. You must run the new_compdef_sia script after adding a new language on the Siebel Server, but only after first completing all the standard tasks to install and deploy a new language.

    For more information about new installations, migration installations, and additional language installations, including the standard tasks to install and deploy a new language, see Siebel Installation Guide for the operating system you are using.

Table Siebel Application Object Managers for Siebel Mobile

Application

Application Object Manager

Siebel Mobile application for Siebel Pharma

ePharmamObjMgr_enu

ePharmamObjMgr_esp

Siebel Mobile application for Siebel Consumer Goods

Note: Supported only in online mode.

CGmObjMgr_enu

CGmObjMgr_esp

Siebel Mobile application for Siebel Sales

SalesmObjMgr_enu

SalesmObjMgr_esp

Siebel Mobile application for Siebel Field Service

ServicemObjMgr_enu

ServicemObjMgr_esp

Siebel Mobile application for Siebel Finance

Note: Supported only in online mode.

FinsmObjMgr_enu

FinsmObjMgr_esp

The following procedure shows you how to run the new_compdef_sia script to add new object managers for Siebel Mobile applications. Running the script adds the object managers for the applications that are in the HandheldSync and HandheldSyncSIS component groups. You perform the following procedure only for migration installations to add the object managers for new Siebel Mobile applications not present in any prior installation.

To add object managers for Siebel Mobile

  1. Stop the Siebel Server.

  2. Stop the Siebel Gateway and make a backup of the Siebel Gateway registry.

    For instructions on how to do this type of backup, see Siebel System Administration Guide.

  3. Restart the Siebel Gateway.

  4. Set the SIEBEL_HOME environment variable to the SES_HOME/siebsrvr directory.

  5. Navigate to the following folder from, for example, a command prompt:

    SES_HOME/siebsrvr/bin/<LANG>
    
  6. Execute one of the commands shown in the following table, as required:

    Operating System

    Command

    Microsoft Windows

    Execute the following command on Windows:

    new_compdef_sia.bat <GATEWAY>:<PORT> <ENTERPRISE> <USERNAME> <PASSWORD> <LANG>

    Linux or UNIX

    Execute the following command on Linux or UNIX:

    new_compdef_sia.ksh <GATEWAY>:<PORT> <ENTERPRISE> <USERNAME> <PASSWORD> <LANG>

  7. When prompted, verify that the parameters passed are correct.

  8. Start the Siebel Server.

  9. Enable the component groups for Siebel Mobile.

For more information, see Enabling the Component Groups for Siebel Mobile Connected Applications.

Related Topic

Siebel Application Object Manager Parameters for Siebel Mobile Connected Applications

Siebel Application Object Manager Parameters for Siebel Mobile Connected Applications

This task is a step in Process of Setting Up Siebel Mobile Connected Applications.

Siebel Application Object Manager parameters must be set on every Siebel Server that will support Siebel Mobile, and for each language that must support Siebel Mobile connected applications. For more information about Siebel Application Object Manager parameters and the Siebel Server Manager, see Siebel System Administration Guide. For more information about enabling Siebel Open UI for Siebel Application Object Managers, see Siebel Installation Guide for the operating system you are using.

The Siebel Application Object Manager parameters settings shown in the following table are set by default and are required for all Siebel Mobile connected applications.

Table Siebel Application Object Manager Parameters for Siebel Mobile

Parameter Name

Parameter Setting

AppletSelectStyle

AppletSelectStyle="Applet Select"

EnableInlineForList

EnableInlineForList=Never

ShowWriteRecord

ShowWriteRecord=TRUE

Enabling the Component Groups for Siebel Mobile Connected Applications

This task is a step in Process of Setting Up Siebel Mobile Connected Applications.

The component groups for Siebel Mobile must be enabled on the supported Siebel Server. You can enable the component groups for the following Siebel Mobile connected applications on Microsoft Windows or on UNIX:

  • ePharma Mobile Object Manager (<Lang>)

  • Consumer Goods Mobile Object Manager (<Lang>)

  • Sales Mobile Object Manager (<Lang>)

  • Service Mobile Object Manager (<Lang>)

  • Finance Mobile Object Manager (<Lang>)

To enable the component groups for connected applications

  1. Log in to the Siebel Web application, and then do the following:

    1. Navigate to the Administration - Server Configuration screen, Enterprises, then the Component Groups view.

    2. Query for the HandheldSync* component group.

      The following component groups are returned:

      • HandheldSync

      • HandheldSyncSIS

    3. For each of these component groups, do the following:

      • Select the component group, and then click the Enable button.

      • In the Component Group Assignments applet, click the Enable button for the required Siebel Server.

    4. If required, go to the LifeSciences component group, and enable it as described in the previous substep.

    Note: The LifeSciences component group must only be enabled if using the Siebel Pharma application.
  2. Stop, and then restart the Siebel Server.

Assigning Responsibilities to Siebel Mobile Connected Application Users

This task is a step in Process of Setting Up Siebel Mobile Connected Applications.

A responsibility corresponds to a set of views. Responsibilities control the views to which users have access. The following procedure shows you how to assign views to a responsibility and then users to that responsibility.

To assign responsibilities to Siebel Mobile users

  1. Log in to the Siebel application as a user with administrator privileges.

  2. Navigate to the Administration - Application screen, then the Responsibilities view.

  3. Query for and select the appropriate responsibility or user role.

    For example, query for the following: PH Pharma Sales Rep - US Sales.

  4. Select the Responsibilities tab, and then do the following:

    1. In the lower Users applet, add users to the responsibility as required.

    2. In the lower Views applet, add the appropriate views to the responsibility as required.

The following table lists the application views that are added by default as part of the seed data for Siebel Mobile, so it is not necessary to manually add the views again.

Table Siebel Mobile Connected Application Views

Application

Default Views

Siebel Mobile application for Siebel Pharma

LS Home Page Call View - Mobile

LS Pharma Call Validation Results View - Mobile

LS Pharma Call Signature Capture View - Mobile

LS Pharma Signature Audit Administration View_PUI

SIS HH Pharma Account Call Attendee View - Mobile

SIS HH Pharma Professional Promotional Items View - Mobile

SIS HH Pharma Professional Samples Dropped View - Mobile

SIS HH Pharma Professional Call Products Detailed View - Mobile

eDetailer Message Plan Preview View - Mobile

eDetailer Presentation View - Mobile

Pharma Call Literature View - Mobile

Pharma Account List View - Mobile

Pharma Account Contact View - Mobile

Pharma Account Calls View - Mobile

Pharma Account Addresses View - Mobile

Pharma Account Affiliations View - Mobile

Pharma Account Relationships View - Mobile

Pharma Account Attachments View - Mobile

Pharma Contact List View - Mobile

Pharma Contact Call View - Mobile

Pharma Contact Address View - Mobile

Pharma Contact Best Contact Times View - Mobile

Pharma Contact State Licenses View - Mobile

Pharma Contact Affiliations View - Mobile

Pharma Contact Relationships View - Mobile

Pharma Contact Attachments View - Mobile

Siebel Mobile application for Siebel Consumer Goods

CG Account Addresses View - Mobile

CG Account Calls Views - Mobile

CG Account Contacts View - Mobile

CG Account List View - Mobile

CG Account Notes View - Mobile

CG Account Orders View - Mobile

CG Account Product Audits View - Mobile

CG Account Products View - Mobile

CG Contact Addresses View - Mobile

CG Contact Best Call Times View - Mobile

CG Contact List View - Mobile

CG Routes Accounts View - Mobile

CG Routes List View - Mobile

CG Call Account Assessment View - Mobile

CG Call Account Notes View - Mobile

CG Call Merchandising Audits View - Mobile

CG Call Orders View - Mobile

CG Call Retail Audit List View - Mobile

CG Outlet Visit Activities List View - Mobile

CG Visit Call Items List View - Mobile

CG Order List View - Mobile

CG Return Order List View - Mobile

Siebel Mobile application for Siebel Sales

SHCE Account List View - Mobile

SHCE Account Contacts View - Mobile

SHCE Account Opportunity View - Mobile

SHCE Account Address View - Mobile

SHCE Account Activities View - Mobile

SHCE Account Team View - Mobile

SHCE Sales Contact List View - Mobile

SHCE Sales Contact Opportunities View - Mobile

SHCE Contact Team View - Mobile

SHCE Contact Address View - Mobile

SHCE Sales Lead List View - Mobile

SHCE Sales Lead Opportunities View - Mobile

SHCE Opportunities List View - Mobile

SHCE Sales Opportunities Contacts View - Mobile

SHCE Sales Opportunities Products View - Mobile

SHCE Sales Opportunities Quotes View - Mobile

SHCE Sales Opportunities Activities View - Mobile

SHCE Sales Opportunities Opportunity Team View - Mobile

SHCE Quote List View - Mobile

SHCE Quote QuoteItem View - Mobile

SHCE Quote Order View - Mobile

SHCE Quote Team View - Mobile

SHCE Sales Orders List View - Mobile

SHCE Sales Order line Item View - Mobile

SHCE Activity List View - Mobile

SHCE Sales Activity Contact Form View - Mobile

SHCE Sales Activity Employee Form View - Mobile

Siebel Mobile application for Siebel Field Service

SHCE Service Account Assets View - Mobile

SHCE Service Account Contacts View - Mobile

SHCE Service Account Entitlements View - Mobile

SHCE Service Account SRs View - Mobile

SHCE Service Accounts View - Mobile

SHCE Service Activity Assets List View - Mobile

SHCE Service Activity Attachment View - Mobile

SHCE Service Activity Contact Form View - Mobile

SHCE Service Activity FS Expense View - Mobile

SHCE Service Activity FS Instructions List view - Mobile

SHCE Service Activity FS Steps View - Mobile

SHCE Service Activity Home Page View - Mobile

SHCE Service Activity Invoice Signature View - Mobile

SHCE Service Activity SR List View - Mobile

SHCE Service Activity Time View - Mobile

SHCE Service Asset Entitlements View - Mobile

SHCE Service Asset List View - Mobile

SHCE Service Asset Measurement View - Mobile

SHCE Service Asset Reading View - Mobile

SHCE Service Asset Warranty View - Mobile

SHCE Service FS Activity Part Movements View - Mobile

SHCE Service FS Activity Recommended Parts Tools - Mobile

SHCE Service FS Invoice - Auto Invoice View - Mobile

SHCE Service Invoice Line Item Details View - Mobile

Siebel Mobile application for Siebel Field Service

(continued)

SHCE Service Invoice List View - Mobile

SHCE Service Invoice line Item View - Mobile

SHCE Service My Part Browser View - Mobile

SHCE Service Order line Item View - Mobile

SHCE Service Orders List View - Mobile

SHCE Service Part Browser Availability View - Mobile

SHCE Service Part Browser Substitute View - Mobile

SHCE Service SR Activity View - Mobile

SHCE Service SR Invoices View - Mobile

SHCE Service SR Orders View - Mobile

SHCE Service Service Request Invoice Signature View - Mobile

SHCE Service Service Request View - Mobile

SHCE Technician Breaks View - Mobile

SHCE Technician POU View - Mobile

SHCE Technician Shifts View - Mobile

Siebel Mobile application for Siebel Finance

FINS Account List View - Mobile

FINS Account Contacts View - Mobile

FINS Account Opportunity View - Mobile

FINS Account Address View - Mobile

FINS Account Activities View - Mobile

FINS Account Team View - Mobile

FINS Company Financial Accounts View - Mobile

FINS Contact List View - Mobile

FINS Contact Opportunities View - Mobile

FINS Contact Team View - Mobile

FINS Contact Address View - Mobile

FINS Contact Financial Accounts View - Mobile

FINS Contact Notes View - Mobile

FINS Contact Activity View - Mobile

FINS My Application View - Mobile

FINS Application View - Mobile

FINS New Opportunities List View - Mobile

SHCE Opportunities List View - Mobile

SHCE Sales Opportunities Contacts View - Mobile

SHCE Sales Opportunities Products View - Mobile

SHCE Sales Opportunities Quotes View - Mobile

SHCE Sales Opportunities Activities View - Mobile

SHCE Sales Opportunities Opportunity Team View - Mobile

Siebel Mobile application for Siebel Finance

(continued)

FINS Households List View - Mobile

FINS Household Contact View - Mobile

FINS Household Notes View - Mobile

FINS Household Activity View - Mobile

FINS Household Opportunities View - Mobile

FINS Household Financial Account View - Mobile

FINS Household Address View - Mobile

FINS Financial Accounts List View - Mobile

FINCORP Account Service Request View - Mobile

FINCORP Account Balance History Chart View - Mobile

FINCORP Account Transaction Detail View - Mobile

SHCE Activity List View - Mobile

SHCE Sales Activity Contact Form View - Mobile

SHCE Sales Activity Employee Form View - Mobile

FINS HomePage View - Mobile

FINS New Lead List View - Mobile

SHCE Part Browser Substitute View - Mobile

SHCE Sales Lead List View - Mobile

SHCE Sales Lead Opportunities View - Mobile

SHCE Service SR List View - Mobile

SHCE Service SR Orders View - Mobile

SHCE Service SR Activity View - Mobile SHCE Service SR Invoices View - Mobile UInbox My Inbox Item List View

SHCE Service SR Invoices View - Mobile

UInbox My Inbox Item List View

Customizing Siebel Mobile Applications

You can use the Siebel Open UI framework, templates, and style sheets to configure the user interface and behavior of your mobile application to address your own particulabusiness needs. You can customize the look-and-feel of your mobile application by modifying the JavaScript files. You can also deploy your own presentation models and physical renderers that might or might not use one or more third-party JavaScript plug-ins of your choice.

The following customizations are recommended:

  • Set up the jQuery grid (jqGrid) renderer so that the mobile application data displays in grid (tabular) format.

  • Set up landscape and portrait layout for mobile applications so that the views are visible on tablets.

  • Set up infinite scroll for mobile applications, which is a feature that allows you to scroll through records in a list applet indefinitely.

  • Set up Location Services so that when you tap the Route (the pin icon) in mobile applications, a map window opens showing the location details.

  • Set up transitions, themes, styles, and colors as required.

For more information about the Siebel Open UI templates and style sheets, about how to customize the look-and-feel of your mobile application features, and about how to implement each of these recommendations, see Configuring Siebel Open UI.

Related Topics

Inline Editing

Check Boxes

Data Display

Displaying Location Details in Siebel Mobile

Configuring Application Settings for Siebel Mobile

Copying and Deleting Siebel Mobile Applications

You can copy and delete duplicate copies of mobile applications in Siebel CRM as shown in the following procedure. You should not delete any Siebel-provided applications. Note the following:

  • When you copy a mobile application, the application plus all the associated child business component records are copied.

  • When you delete a Siebel Mobile application, the application plus all the associated child business component records are deleted.

  • Before deleting a mobile application, it is recommended that you make a copy of it first.

Note: The Deep Copy and Deep Delete user properties are used to copy or delete records in Siebel Mobile. For more information about using Deep Copy and Deep Delete to copy and delete records in child business components, see Siebel Developer's Reference.

To copy and delete mobile applications in Siebel CRM

  1. Log in to the Siebel Server using a user ID with a Siebel administrator responsibility.

  2. Navigate to the Administration - Siebel Mobile screen, then the Application Administration view.

  3. Create a copy of an existing mobile application as follows:

    1. Select an application from the upper applet.

      For example: Siebel ePharma Mobile (ENU)

    2. Select Copy Record in the menu.

      A duplicate record is created for the mobile application with the same Name and Language Code.

    3. In the Language Code field, select a different language code.

    4. Verify that the copy was successful by checking the records in the following child applets: Object Definition, Modification Tracking, Business Component Filters, Business Object Filters, and Settings.

  4. Delete a duplicate or a copy of a mobile application as follows, but do not delete any Siebel-provided applications:

    1. Select an application from the upper applet.

      For example: Siebel ePharma Mobile (ITA)

    2. Select Delete Record in the menu, and then OK when prompted for confirmation to delete the selected mobile application record.

      The record is deleted from the list of mobile applications.

Troubleshooting Siebel Mobile Connected Applications

The following table shows some common errors that users might encounter when trying to access and use Siebel Mobile connected applications on their mobile device.

Table Troubleshooting Siebel Mobile connected Applications: Common Errors

Problem

Cause

Solution

The application user interface is not displaying correctly on the mobile device.

The mobile application is not rendering correctly.

Check the browser that is being used on your mobile device. For information about browser requirements, see Deploying Siebel Open UI.

The Siebel Mobile environment is not loading and a blank screen appears.

Private browsing is enabled for the browser on your mobile device.

Make sure that private browsing is not enabled for the browser on your mobile device. For more information, see Disabling Private Browsing.

If you get errors similar to the following:

Tag: swe:nav-control is not valid in this context.
. . .
Error creating Parameter:MobileApplication for Comp:ePharmaMObjMgr_ENU @ in CompGroup:HandheldSyncSIS Strict Flag set to FALSE, continuing with the next Object...

The mobile application is not rendering correctly.

Make sure that the Siebel Application Object Manager parameters are configured correctly for your Siebel Mobile application.

To set the parameters again, run the srvrmgr command for your Siebel Application Object Manager. For more information, see Siebel Application Object Manager Parameters for Siebel Mobile Connected Applications.

An error message similar to the following appears after selecting a value from a drop-down list:

The applet field with name " . . . " does not exist (SBL-UIF-00289)

The User Agent settings for the web browser are incorrect.

The steps to modify the User Agent settings for the web browser are:

  • Log in to the Siebel Business Application.

  • Navigate to the Administration - Web Browser screen, then the Browsers view.

  • Create a new browser by entering the browser name and version.

  • Add the capabilities for the new browser. For example:

    User-Agent = Mozilla/4.0 (compatible; <browsername&version> 
    Parent = <browsenamer&version> 
    Accept = image/gif, image/x-xbitmap, image/jpeg, image/pjpeg, application/vnd.ms-powerpoint, application/vnd.ms-excel, application/msword, */* JumpTab = True

    Note that although the User-Agent value looks incomplete without a closing parenthesis, this is the correct value.

  • After applying these Siebel client parameters, restart the Siebel Mobile application. No browser errors will be returned, no matter what parameters are set on the browser side.

    Enabling JavaScript for Safari

    To use Siebel Mobile on Safari, JavaScript must be enabled for Safari.

    To enable JavaScript for Safari

    1. Start your Safari browser.

    2. Select Preferences from the Safari menu.

    3. Click Security.

    4. Select the Enable JavaScript option.

    5. Close the Preferences window.

    6. Close and restart Safari.

      Disabling Private Browsing

      If after logging into Siebel Mobile, the application environment will not load and a blank screen appears, then make sure that private browsing is not enabled for the browser on your mobile device. Private browsing mode will block any browser cache from registering, and prevent Siebel Mobile, which depends on caching, from running. The following procedure shows you how to disable private browsing in, for example, Safari on iPad.

      To disable private browsing (for example, on iPad)

      1. Tap Safari on the home screen of your iPad to start the browser.

      2. Do one of the following as required:

        1. If using Apple iOS 7, then disable private browsing as follows:

          • Tap Show Pages in the lower corner of the screen.

          • Tap Private in the lower corner of the screen

          • If prompted to close or keep all current tabs open, select an option.

          • Tap Done in the lower corner of the screen.

          Private browsing is now disabled for the mobile device, and the background color of the Safari browser changes (that is, the color gets brighter by changing to white or light gray). To enable private browsing for the mobile device, repeat this step again. When private browsing is enabled, the background color of the Safari browser is dark (that is, black or dark gray).

        2. If using Apple iOS 7.1 or later, then disable private browsing as follows:

          • Tap the URL field on-screen.

          • When the keyboard opens, tap Private (over the keyboard).

          • If prompted to close or keep all current tabs open, select an option.

          Private browsing is now disabled for the mobile device, and the background color of the Safari browser changes (that is, the color gets brighter by changing to white or light gray). To enable private browsing for the mobile device, repeat this step again. When private browsing is enabled, the background color of the Safari browser is dark (that is, black or dark gray).

        Clearing the Browser Cache

        The process of clearing the browser cache differs from browser to browser, but typically involves selecting an option to delete the cache or temporary files in your browser’s administrative settings. After clearing your browser cache, refresh the page that you are viewing so that your browser can obtain the fresh files. The following procedure shows you how to clear the browser cache.

        To clear the browser cache

        1. On an iOS device (such as iPad):

          1. Tap Settings, Safari, and then tap Clear Cookies and Data.

          2. Tap Clear when prompted for confirmation to clear all cookies and data.

            This step clears all the cached data that was used to speed up browsing.

          3. Refresh the page that you are viewing to obtain the latest files.

        2. On an Android device (such as Samsung Galaxy tablet):

          1. Open the Web browser on your mobile device.

          2. Tap Menu, select Settings, tap Privacy and Security, and then to one or both of the following as required:

            • Tap Clear browser cache to delete locally cached content and databases.

            • Tap Clear all cookie data to clear all browser cookies.

          3. Refresh the page that you are viewing to obtain the latest files.

          Checking the Browser Cache Size

          To successfully use Siebel Mobile in offline mode, you must have a minimum of 50 megabytes (MB) of available storage on your mobile device. The following procedure shows you how to check the browser cache size in Safari on iPad so that you are within the cache limit and how to delete the Web site data if required. The procedure is similar on Android devices.

          To check the browser cache size (for example, on iPad)

          1. Tap Settings, Safari, Advanced, and then tap Website Data.

            Review the amount of data stored for each Web site and the total amount of Web site data stored on your iPad.

          2. Remove the data for any Web site whose data has been updated recently or is no longer required as follows:

            • Tap Edit.

            • Select the Web site whose data you want to remove, and then tap Delete.