Enabling Records for Selective Retrieval While Logged in as a User

This topic describes how to enable a record for selective retrieval while logged in as a user.

To enable records for selective retrieval while logged in as a user

Log in to the Siebel application using a direct connection to the Siebel Server.
Do not log in with a connection to the local database. Use the User ID that is associated with the user that you must enable for selective retrieval.
Navigate to the screen that contains the record you must synchronize.
Selective Retrieval supports the following screens:
- Accounts
- Contacts
- Opportunities
- Projects
- Service Requests
Navigate to a predefined view for the chosen screen.
For example, navigate to the My Accounts view or the All Accounts view of the Accounts screen, or the Project List view of the Projects screen.
Query for the record that you must include in future synchronizations.
In the list or in the form that the Siebel application displays for the record, click Menu, and then choose Make Available Offline.

This topic describes how to disable a record for selective retrieval while logged in as a user.

Do Step 1 in the topic Enabling Records for Selective Retrieval While Logged in as a User except log in to the Siebel application using a direct connection to the Siebel Server or the local database.
Do Step 2 through Step 5 in the procedure in the topic Enabling Records for Selective Retrieval While Logged in as a User except choose the Make Unavailable Offline menu item.