Contents

• Title and Copyright Information
• Preface

1 What's New in This Release

• What's New in This Release

2 Overview

• Overview of Siebel Mobile
• Siebel Mobile Products
• About Siebel Mobile
• Requirements for Using Siebel Mobile
• System Requirements for Siebel Mobile
• MIT License
• Application Synchronization for Siebel Mobile

3 Setup

• Setting Up Siebel Mobile
• Roadmap for Setting Up Siebel Mobile Disconnected Applications
• Requirements for Setting Up Siebel Mobile
• Adding Object Managers for Siebel Mobile
• Setting Siebel Application Object Manager Parameters for Siebel Mobile
• Process of Configuring Siebel Server for Siebel Mobile
  • Enabling the Component Groups for Siebel Mobile
  • Setting Up the Disconnected Mobile Synchronization Component Group
  • Assigning Responsibilities to Siebel Mobile Users
  • Setting Up Selective Retrieval for Siebel Mobile Application Views
  • Configuring Object Definitions for Siebel Mobile
  • Configuring Application Settings for Siebel Mobile
  • Configuring the Mobile Node for Siebel Mobile Users
  • Running Database Extract for Siebel Mobile Users
  • Configuring a Hybrid Server Setup for Siebel Mobile
• Guidelines for Developing Data Filters for Siebel Mobile
• Customizing Siebel Mobile Applications
• Copying and Deleting Siebel Mobile Applications
• Troubleshooting Siebel Mobile Applications
  • Common Errors
  • Logging Errors

4 Administration

• Application Administration for Siebel Mobile
• Setting Up Users for Siebel Mobile
  • Adding Business Component Filters for Siebel Mobile Users
  • Adding Business Object Filters for Siebel Mobile Users
• Configuring Access to Views
  • Limiting Access to Views by Modifying Responsibilities
  • Limiting Access to Views for All Responsibilities Globally
• Administration Screen Settings
  • About the Rules for an Override
  • Removing a Setting from a Higher Level
• Configuring Application Settings for Siebel Mobile
  • 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
  • Siebel Mobile Application Settings
• Configuring Component-Level Settings for Siebel Mobile
• Thread Throttling for Siebel Mobile
• 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
  • Enabling Full Synchronization for Siebel Mobile
  • Enabling Incremental Synchronization for Siebel Mobile
  • Enabling Auto Synchronization (Seamless Synchronization) for Siebel Mobile
  • Configuring Business Components for Full Synchronization Always
  • Configuring Batch Synchronization for Siebel Mobile
• Monitoring Synchronization Sessions for Siebel Mobile
  • 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
• Troubleshooting Synchronization Failures Due to Business Component Filters

5 Data Filtering

• Data Filtering for Siebel Mobile
• Developing Data Filters for Siebel Mobile
• Constructing Business Component Filters for Siebel Mobile
  • Example Syntax of Business Component Filter
  • Setting Business Component Filters for Siebel Mobile
  • Removing a Business Component Filter Setting
  • Configuring Business Component Filters for Pop-up Applets
• Constructing Business Object Filters for Siebel Mobile
  • Example Syntax of Business Object Filter
  • Setting Business Object Filters for Siebel Mobile
  • 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 Application Filters for Siebel Mobile
  • 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 Deployment

• Deploying Siebel Mobile
• Deploying Siebel Mobile Application Client
  • Siebel Server Topology Overview
  • Recommended Hardware and Network Configuration
• Installing Siebel Server
  • Installing the Components for Application Synchronization Using the Siebel Server Installer
  • Siebel Server Component Parameters for Application Synchronization
• Configuring Siebel Server
  • Configuring Logging Levels for Application Synchronization
  • Optimizing Siebel Server Process Management for Application Synchronization
• Roadmap for Configuring Incremental Synchronization for Siebel Mobile
  • Configuring the Object Mappings for a New Business Component
  • Enabling Modification Tracking for Application Clients
• Migrating Applications 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 Synchronization

• Handling Synchronization Conflicts and Insert-Transaction Failures
• Preventing Synchronization Transaction Conflicts in Siebel Mobile
• Handling Insert-Transaction Failures
• Defining the Settings for Processing Insert-Transaction Failure
• Resolving Conflicts and Recovering Error Data in Siebel Mobile

8 Getting Started

• Getting Started with Siebel Mobile Applications
• Logging In to Siebel Mobile
• Logging Out of Siebel Mobile
• 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
  • Smartphone UX for Siebel Mobile
• 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
• Starting an External Application from Siebel Mobile
• Printing from Siebel Mobile
• Siebel Mobile Application Logging
  • Enabling Logging for Siebel Mobile Users
  • Clearing Log Information
  • Send Log Information
  • About Siebel Mobile Log API
• Process of Using Siebel Mobile 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 Application Logging
  • Enabling Logging for Siebel Mobile Users
  • Clearing Log Information
  • Send Log Information
  • About Log API
• Unsupported Siebel Mobile Features in Offline Mode

9 Getting Started with Siebel Mobile Application Container (Siebel App)

• Getting Started with Siebel Mobile Application Container (Siebel App)
• 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
• Configuring Single Sign-On for Siebel Mobile
• Configuring the Siebel App on iOS and Android Devices
• 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 CalDAV and CardDAV Publishing on an Android Device

10 Siebel Mobile Application for Siebel Pharma

• Using the Siebel Mobile 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 Siebel Mobile
  • 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 Siebel Mobile Application for Siebel Sales

• Using the Siebel Mobile 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
• 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
  • 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
  • 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 Siebel Mobile Application for Siebel Field Service

• Using the 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 CardDAV Dynamic Mapping

• Siebel CardDAV Dynamic Mapping
• About CardDAV
• Setting Up CardDAV Dynamic Mapping for Siebel CRM
• Enabling CardDAV Dynamic Mapping for Siebel CRM
• 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