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  • 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