Book Image

Oracle Siebel CRM 8 Installation and Management

By : Alexander Hansal
Book Image

Oracle Siebel CRM 8 Installation and Management

By: Alexander Hansal

Overview of this book

Oracle’s Siebel CRM is market-leading Customer Relationship Management software. Unmatched in functionality and scalability, Siebel enhances a company’s sales performance, improves customer satisfaction, and provides a robust Customer Relationship Management system for an organization.This practical book offers a comprehensive understanding of Siebel CRM. It is your safe vessel for navigating the deep waters of Siebel installation and system management.This book is a complete exercise in installing and managing Oracle’s Siebel CRM for your organization. You will understand the Siebel architecture and install it piece by piece. In easy-to-follow chapters, the book will guide you through the installation of Siebel server, client and third-party reporting software on Microsoft Windows and Linux, covering everything from the planning the process and software download to the installation and configuration tasks.After reading this book, you will feel fully prepared for setting up multiple servers and multi-lingual configurations. This book fosters your general understanding of the intricate features and functionality of Oracle Siebel CRM. In addition, you will learn how to support development environments and how to migrate configuration changes between environments using Application Deployment Manager.Another benefit of this book is that it teaches administrators how to establish system monitoring strategies to identify and avoid performance bottlenecks. When you have finished the book, you will feel prepared to install and manage Oracle’s Siebel CRM in a real-world environment. In addition, you will know some tricks that even seasoned experts will envy.
Table of Contents (25 chapters)
Oracle Siebel CRM 8 Installation and Management
Credits
About the Author
About the Reviewers
Preface
Free Chapter
1
Introducing the Siebel Web Architecture
Index

Setting up mobile clients


Registering an employee as a mobile client is the first task in the process of supporting users who need a local database. This procedure is necessary for developers and end users alike.

Administrators register employees as mobile clients in the Administration - Siebel Remote screen, Mobile Clients view, which is shown in the following screenshot:

The following steps describe the process of registering a new mobile client:

  1. Navigate to the Administration - Siebel Remote screen, MobileClients view.

  2. In the Mobile Clients list, click New.

  3. Enter a name for the mobile client. This is typically the same as the user's login name but can be different from it.

  4. Select an employee or enter a user login identifier in the User ID field.

  5. Select the MOBILE CLIENT - STANDARD routing model (See the information box below for details on routing models).

  6. Save the record.

Tip

Routing models in Siebel Remote define what data is synchronized to the mobile client. For developers who never or rarely...