1. Remote and Replication Manager Administration Guide
  2. Using an Administrative View to Create a Remote Client

Using an Administrative View to Create a Remote Client

You can use an administrative view to create a remote client.

To use an administrative view to create a remote client

  1. Make sure you already configured the user as a user in the Siebel application.

    This user will use the remote client that you create in this topic.

  2. Log in to the Siebel Server with administrator privileges.

    For more information, see Logging in to the Siebel Database as an Administrator.

  3. Make sure the user possesses access to the required views in the user responsibilities.

    For more information, see Views That Siebel Remote Users Require.

  4. Navigate to the Administration - Siebel Remote screen, and then the Mobile Clients view.

  5. In the Parent Server form, query the Server Name field to locate the correct server.

    If your deployment does not use Replication Manager, then the correct server is Headquarters (HQ). For more information, see Overview of Siebel Replication Manager.

    For more information, see How Siebel Remote Populates the App Server Name Field.

  6. In the Mobile Clients list, click New.

  7. In the Mobile Client field, enter the remote client name.

    It is recommended that you use the User ID of the remote client that you specify in Step 8. You cannot use Unicode characters in the login ID. If the user login ID contains Unicode characters, then the initialization will fail.

  8. In the User ID field, click the select icon, and then choose the user ID for the user.

    Siebel Remote uses the user ID to access the local database during initialization and synchronization.

  9. In the Routing Model field, click the select icon, and then choose the data routing model that Siebel Remote uses to route data to the user.

    For more information, see Controlling the Data That Siebel Remote Routes to Clients.

  10. In the Language(s) field, click the select icon, and then choose the preferred language or languages for the user. If the preferred languages are not available, then click New and follow the instructions that the administrative view displays in the dialog boxes.

    For more information, see User Language Preferences.

  11. In the Runtime Repository Language field, click the select icon, and then choose the preferred language for the Siebel runtime repository.

    Note: Check the language that is required for this remote client and populate this column accordingly before you run the Database Extract server component (DbXtract). If the correct language is not selected, then when the local database is initialized and, after the Siebel Upgrade Wizard completes, the application tries to launch automatically, an incorrect user ID or password error occurs.

  12. Complete the remaining fields:

    If the authentication method in the Siebel Server Component Parameters is Siebel, then the Synchronization Manager uses the Sync Password field. You can set the password in this field, and then communicate it to the user. To display this field, it might be necessary for you to use Columns Displayed.

  13. If you do not use the Standard routing model, then add the user to the responsibility:

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

    2. In the Responsibility field, query for the Responsibility that contains the Routing Model suffix.

      The Responsibility that contains the Routing Model suffix references the data routing model that you assigned in Step 9. For more information, see Limiting the Views That a Remote Client Displays.

    3. In the Users list, add a new record.

    4. In the Add Users dialog box, choose the user, and then click OK.