02BA1_UsingtheSiebelWebClient

2Copyright © 2007, Oracle. All rights reserved.

Module 2: Using the Siebel Web Client

Siebel 8.0 Fundamentals for Business Analysts

2 of 24Copyright © 2007, Oracle. All rights reserved.

Module Objectives

After completing this module you should be able to: Start and log in to a Siebel application Navigate screens and views in the application

Why you need to know: Understanding the UI enables you to effectively use and configure

Siebel applications


Logging In to a Siebel Application

You start a Siebel application in a Web browser by entering the application’s URL

Log in using assigned username and password

User ID and password

Application URL


Application Home Page

Displayed after log in to a Siebel application Access personalized data by clicking links to common tasks

Personalized data

Personalize home page by clicking Edit Layout


Siebel Application User Interface

Consists of web pages Access a page to display Siebel data and surrounding controls

Application-level menu helps navigation and manipulating data Global toolbar provides quick access to common tasks Tabs provide easy navigation to related data

Application-level menu

Global toolbar

Tabs


Help Menu

Select the Help Menu to access on-line help Includes documentation for common end-user tasks

Select the Technical Support menu item to view technical details Includes current User ID and contact information for support


Global Toolbar

Displays context-sensitive tasks and reports associated with the current screen Click the How Do I button to access iHelp, which provides

guidance with tasks Click the Reports button to access reports for the screen in which

you are currently workingHow Do I Reports


Global Toolbar Continued

Use the Site Map to access a list of all application areas available to the user

. . .to open Site Map

Click Site Map icon. . .

Drill down to view detailed navigation


Screens

Provide access to data related to a functional business area, such as accounts, contacts, or opportunities

Screen tab Screen


Screen Home Page

Provides quick access to common end-user tasks and data

Links to different sets

of records

Guided help with common

tasks

Links to recent

records


Screen Navigation

Click a screen tab to display an entity’s Home Page Home Page includes the Link Bar

Use Link bar to access specific data about the entity

Link barScreen tab

Accounts Home page


Screen Navigation Continued

Click a View tab to display child records that are associated with a parent record

View tabChild records

Parent record

Selected recordRow indicator


Screen Navigation Continued

Click drop-down arrows Provides access to more screen tabs, link bar, and view tabs

Click drop-down to display more

choices


Drill down on a hyperlink to see more information

Hyperlinks

...displays details

Clicking account hyperlink…


List Applets and Form Applets

Use a list applet to view data for multiple records Use the form applet to view detailed data for a single record

Details for the selected record in the list applet appear in the form

List applet

FormApplet

. . . has detailsSelected record. . .


List Applets and Form Applets Continued

Use the Menu button or scroll bars and arrows to navigate list and form applets

Right-click will also present menu context

Form applet navigation arrows

Applet-specific menu items

Standard applet buttons


List Columns

Freeze position in list columns Freeze columns by double-clicking column headers within list

applets Enhances ability to work effectively with lists that contain many

columns of data

Drag and drop columns in and out of the frozen area

Double-click to freeze

Scrolling horizontally leaves frozen columns

in place


List Columns Continued

Use Columns Displayed to change the columns displayed in the applet

Add or remove columns from

applet

Columns visible in the applet

Columns available to the applet

Sequence columns

Right-click and select Columns Displayed


Sort Data in List Columns

Click a column header to sort data in ascending or descending order

Click the column header for ascending (A – Z) or descending (Z – A)


Select Menu > Advanced Sort to sort using values of up to three columns at once

Sort Data in List Columns Continued

Select sort columns and order


Show More

Click the Show More button to toggle display of more records

… to see more records

Click Show More ...


User Preferences

Set individual preferences to adjust some application features Set time zone preferences Set a startup view Change default spell check options Customize aspects of the calendar

Select Tools > User Preferences. . .

. . .and a new screen tab appears

Link bar categorizes preferences


Module Highlights

The Application Home Page, which displays after log in, provides access to personalized data

The user interface consists of Web pages Application-level menu and Global toolbar assist with navigation

Screens provide access to data related to a functional business area

A list applet lists data for multiple records A form applet provides detailed data for a single record Columns Displayed is used to change the columns displayed in

the applet Data in a column can be sorted by clicking the column header User Preferences enable individual users to adjust some

application features


Lab

In the lab you will: Practice navigating in Siebel Call Center

02BA1_UsingtheSiebelWebClient

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