1. Mobile Guide: Connected
  2. Synchronizing Data

Synchronizing Data

If you've been using a Siebel Mobile disconnected application (in offline mode), then you must manually sync the changes made while you were working in offline mode with the Siebel Server.

Manually Sync Data

If needed, switch your mobile device from airplane mode back to connected mode.

  1. Sign in to the Siebel Mobile disconnected application. For more information, see Logging In to Siebel Mobile.
  2. Select Go Online (the empty airplane icon) on the application banner, and then select an option:
    • Upload and Go Online. Select to automatically trigger a data upload and to go back online after the data upload has finished.
      Note: If the UI session hasn't expired before going offline, then selecting Upload and Go Online will use the same UI session to sync data. If the UI session has expired, then the Siebel sign in page appears prompting you to sign in to the application again. After sign-in, syncing starts automatically start and once complete, the UI refreshes.
    • Sync and stay Offline. Select to sync data (that is, upload data changes made while working in the mobile application in offline mode and download any new changes made on the server) but remain working in offline mode.

      When you select this option, any records you see in offline mode are one of these:

      • Records that have been newly modified (created, updated, or deleted) on the server since the last synchronization.
      • Records (user owned) that were successfully uploaded to the server and processed since the last synchronization.
      • Records that have just been uploaded to the server and are waiting to be processed.

    • Upload Only and stay Offline. Select to trigger a data upload only but remain working in offline mode.

      No matter which option you select, the transactions are stored in a text file in the HHsync folder under \USER_NAME\SYNC_NODE_ID\upsync\pretxn_x.txt before being uploaded.

      An empty airplane icon indicates a disconnected or offline state, where synchronization (data upload and download) between the mobile application and Siebel Server doesn't take place automatically. A clock next to the airplane icon indicates that there are changes waiting to be synchronized. For information about the other synchronization icons that can appear next to the airplane icon, see Synchronization Icons.

  3. Verify that all data has synchronized correctly.

    For more information, see Reviewing Synchronization Errors.