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Siebel Systems, Inc. Siebel 7 Essentials Student Guide, Volume 1
Version 7.0 November 2001 Part # 10PO2-PLT01-07000
10PO2-PLT01-07000
Copyright © 2001 Siebel Systems, Inc., 2207 Bridgepoint Parkway, San Mateo, CA 94404. All rights reserved. No part of this publication may be stored in a retrieval system, transmitted, or reproduced in any way, including but not limited to photocopy, photographic, magnetic, or other record, without the prior agreement and written permission of Siebel Systems, Inc.
Siebel Systems, Inc. considers information included in this document to be Confidential and Proprietary. Your access to and use of this Confidential and Proprietary Information is subject to the terms and conditions of the Siebel License Agreement or Non-Disclosure Agreement which has been executed and with which you agree to comply.
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Copyright 2001 Siebel Systems, Inc. Siebel Systems, Inc.
Re: Training Materials – Siebel Systems Confidential and Proprietary Information Dear Siebel Education Student: This letter will serve to confirm that all information that is disclosed orally, visually, and in printed form during your visit to Siebel Systems, Inc. for formal training classes is to be treated as “Confidential” in accordance with the terms of the applicable confidentiality agreement (the “Agreement”) between Siebel Systems, Inc. and your Company.
Under the terms of the Agreement, please be advised that you may not: 1. disclose such information or materials except as specified in the Agreement, nor 2. use such information or materials other than for the specified purpose set forth in the
Agreement. Also, the materials you receive during your visit are copyrighted works of Siebel Systems, Inc. (regardless of whether they bear a copyright mark) and may be used only for the purpose of supporting the training of your employees who attend Siebel System training courses. You may not reproduce, disclose, or distribute these materials, in whole or in part, nor may you prepare derivative works of them. These copyrighted works include the Student Guides, Labs Manuals, Instructor Guides, and all course materials used in Siebel Systems, Inc. courses and workshops.
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For more information about Siebel Technical Education classes: http://siebeluniversity.siebel.com
Technical Training from Siebel University
Instructor-Led Training Siebel University offers instructor-led courses and workshops on core Siebel architecture, functions, and enabling technologies, in our Learning Centers or on-site at your company. Instructor-led training sessions are conducted by instructors who have both a practical and a theoretical command of the subject matter they teach. Lectures and demonstrations are reinforced by hands-on labs, discussions, and question-and-answer sessions for maximum understanding and retention.
Siebel 7 Essentials Installing and Extending Siebel Analytics 7
Siebel 7 Core Consultant Course Creating Siebel 7 Reports
Siebel 7 Requirements Mapping Siebel 7 Migration Training Workshop
Siebel eBusiness Application Integration 7 Siebel eRoadmap Workshop
Configuring Siebel Marketing 7 Getting Started Workshop
Siebel Interactive Selling Suite 7: Server-Based Implementation
Siebel Employee Relationship Management 7 Workshop
Siebel Interactive Selling Suite 7: Browser-Based Implementation
Key Success Factors for Siebel Implementa-tions Workshop
Web-Based Training Siebel University offers Web-based courses covering the complete line of Siebel eBusiness Applications. This technology-enabled training is self-paced, interactive, and involves the use of training products that are Internet, CD-ROM, and intranet playable. These CD-ROM-based and Web-based products, available 24x7, feature modular design for effective learning, easy navigation, and searchable topics.
Course Types: a wide variety of Web-based training divided into three types:
Functional Technical Selling topics
Course Subjects: Web-based courses cover the following training subjects:
Components of Siebel eBusiness Applications
Siebel Industry applications
Siebel Horizontal applications
Siebel software migration Technical topics Navigation
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For more information about Siebel End User Education: http://siebeluniversity.siebel.com
Siebel End User Education
Uniquely Qualified to Train Siebel End Users Siebel End User Education focuses exclusively on providing process-based education for Siebel eBusiness Applications. Our global team of consultants blends the right mix of technology and human interaction to generate interactive training solutions that accommodate all types of end users on all tiers of the organizational hierarchy. These solutions may include one or a variety of the following:
Consultative analysis and reviews
Targeted training courseware
Instructor-led classes
Self-paced study
Distance learning
Performance support systems No other education consulting team focuses 100% of their efforts on Siebel eBusiness Applications like Siebel End User Education. Our consultants have extensive industry experience, participate in on-going training and certification on all Siebel eBusiness Applications, and possess advanced business skills. In addition, Siebel Consultants have the advantage of working closely with internal and external resources throughout Siebel Systems and its integration partners. Our global presence enables us to deliver solutions in many languages, including most European and Asian languages. For those customers who intend to use an internal training team, we will work with that team to provide the Siebel eBusiness Application expertise and support they need during and beyond the rollout.
Flexible Education Solutions Siebel End User training reaches beyond instruction of technical components and complex concepts. It bridges the gap between old and new processes. End users need to know more than how Siebel eBusiness Applications work; they need to know how it will affect them in accomplishing their job responsibilities. Siebel End User Education has developed three distinct domains to categorize the flexible education solutions that ensure optimal end-user deployments targeted to the customer’s unique requirements and environment.
Transition: our innovative consultative services, like change communication and readiness, that assist our customers in better planning and communicating a Siebel eBusiness Application deployment.
Deployment: the development and delivery of training rollouts for both enterprise and mid-market customers, whether it is to end users or a customer's internal team of trainers.
eLearning: the customized multimedia solutions used for self-paced learning, process validation, and training support.
The process-oriented services we provide stem from a solid foundation of core skills in development and delivery. Using this foundation, we cultivate the most appropriate, flexible solution that supports our customers’ values yet inspires their end users in a way no other training experience has in the past.
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Siebel 7 Essentials
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Table of Contents
Volume 1 Foundations Module i: Siebel 7 Essentials Training Module 1: Introducing Siebel eBusiness Applications Module 2: Using the Siebel Client Module 3: Organizing Data Behind the User Interface Architecture and Installation Module 4: Exploring the Siebel Architecture Module 5: How Clients Access Siebel Data Module 6: Installing Siebel Software Module 7: Server Administration Access Control and Organization Setup Module 8: Access Control and Views Module 9: Access Control and Data Module 10: Access Control and View Types Module 11: Creating an Organization Module 12: Authenticating Users Exploring Siebel Applications Module 13: Understanding Object Definitions Behind a Siebel Application Module 14: Using Siebel Tools to Examine Object Definitions Module 15: Understanding the Siebel Data Model Module 16: The Siebel Data Model: Party Business Components Configuration Module 17: The Configuration Process Module 18: Managing Object Definitions
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Volume 2 Configuration, Continued
Module 19: Editing and Compiling Object Definitions Module 20: Understanding Siebel Template Files Module 21: Configuring Applications and Screens Module 22: Configuring Views Module 23: Configuring List Applets Module 24: Configuring Form Applets Module 25: Understanding Business Components and Joins Module 26: Business Components and Joins: Party Extension Tables Module 27: Understanding Business Objects and Links Module 28: Configuring Business Components and Fields Module 29: Creating a New BC Using the Standard 1:M Extension Table Module 30: Configuring Navigation Module 31: Extending the Database Module 32: Configuring Picklists Module 33: Configuring Multi-Value Groups Module 34: Configuring Access Control Module 35: Localizing an Application Module 36: Configuration Guidelines
Volume 3 Data Loads Module 37: Introducing Enterprise Integration Manager Module 38: Data Mapping Module 39: Invoking Enterprise Integration Manager Module 40: Setting Enterprise Integration Manager Options Module 41: Access Control and Access Groups
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Business Process Automation Module 42: Introducing Siebel Workflow Module 43: Invoking Workflow Processes Module 44: Additional Workflow Topics Module 45: Introducing Assignment Manager Module 46: Creating Sales Assignment Rules Module 47: Creating Service Assignment Rules Module 48: Invoking Assignment Manager Module 49: Personalizing View and Applet Access Module 50: Personalizing Content and Behavior Deployment Module 51: Using Siebel Remote to Support Mobile Clients Module 52: Additional Siebel Remote Topics Module 53: Migrating Data Between Environments Conclusion Module 54: Final Words
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Siebel Technical TrainingSiebel Technical Training
®
Siebel 7 Essentials Version 7.0
November 2001
Siebel 7 Essentials Version 7.0
November 2001
i
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Module i: Siebel 7 Essentials Training
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Module Objectives
This module provides an introduction to the: Instructor and fellow students (class participants)Training siteCourse materials, goals, audience, methodology, objectives, and agenda
Why you need to know
i
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Introductions and Expectations
Who are you?NameCompanyRole
What is your prior experience?Siebel eBusiness applicationsRelational databaseProgramming
How do you expect to benefit from this course?
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Training Site Information
Bathrooms
Telephones
Fire Exits
Class duration and breaks
Meals and refreshments
Questions?
i
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Course Materials
Student GuideAll slides presented during lecture
Lab GuideHands-on lab exercises and solutions
MediaNavigating Siebel 7 Applications CD-ROMSiebel 7 Call Center Fundamentals CD-ROMSiebel 7 Application Administration CD-ROMBookshelf for Siebel 7 Applications CD-ROM
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Course Objectives
In this course, you will learn how to:Navigate the Siebel eBusiness user interface Describe the Siebel eBusiness architectureInstall Siebel eBusiness software to set up your enterpriseControl access to Siebel applications and dataDefine your organization structure Configure and localize a Siebel eBusiness application Load data into the Siebel databaseAutomate business rules in your Siebel eBusiness applicationSupport mobile clients Migrate data between environments
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Course Audience
This course is designed for: Application DevelopersSystem Architects and Configurators Database Administrators Systems Administrators
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Course Methodology
Subject matter will be delivered via: Lecture and slide presentations Software demonstrations Class discussionsHands-on labs
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Overview of Course Flow
4.Exploring
SiebelApplications
2.Architecture
andInstallation
3.Access
Control and Organization
Setup
5. Configuration
6. Data Loads
7.BusinessProcess
Automation
8.Deployment
9.Conclusion
1.Foundations
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Agenda
Foundations1: Introducing Siebel eBusiness Applications2: Using the Siebel Client 3: Organizing Data Behind the User Interface
Architecture and Installation 4: Exploring the Siebel Architecture 5: How Clients Access Siebel Data6: Installing Siebel Software7: Server Administration
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Agenda Continued
Access Control and Organization Setup 8: Access Control and Views9: Access Control and Data10: Access Control and View Types11: Creating an Organization 12: Authenticating Users
Exploring Siebel Applications 13: Understanding Object Definitions Behind a Siebel Application14: Using Siebel Tools to Examine Object Definitions15: Understanding the Siebel Data Model16: The Siebel Data Model: Party Business Components
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Agenda Continued
Configuration 17: The Configuration Process18: Managing Object Definitions19: Editing and Compiling Object Definitions 20: Understanding Siebel Template Files21: Configuring Applications and Screens 22: Configuring Views23: Configuring List Applets24: Configuring Form Applets25: Understanding Business Components and Joins26: Business Components and Joins: Party Extension Tables
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Agenda Continued
Configuration Continued
27: Understanding Business Objects and Links28: Configuring Business Components and Fields29: Creating a New BC Using the Standard 1:M Extension Table30: Configuring Navigation 31: Extending the Database32: Configuring Picklists 33: Configuring Multi-Value Groups 34: Configuring Access Control35: Localizing an Application36: Configuration Guidelines
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Agenda Continued
Data Loads37: Introducing Enterprise Integration Manager (EIM)38: Data Mapping 39: Invoking Enterprise Integration Manager 40: Setting Enterprise Integration Manager Options41: Access Control and Access Groups
Business Process Automation 42: Introducing Siebel Workflow43: Invoking Workflow Processes 44: Additional Workflow Topics45: Introducing Assignment Manager46: Creating Sales Assignment Rules
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Agenda Continued
Business Process Automation Continued
47: Creating Service Assignment Rules 48: Invoking Assignment Manager 49: Personalizing View and Applet Access50: Personalizing Content and Behavior
Deployment 51: Using Siebel Remote to Support Mobile Clients52: Additional Siebel Remote Topics53: Migrating Data Between Environments
Conclusion54: Final Words
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Summary
This module provides an introduction to the: Instructor and fellow students (class participants)Training siteCourse materials, goals, audience, methodology, objectives, and agenda
i
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Introducing Siebel eBusiness Applications
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Module 1: Introducing Siebel eBusiness Applications
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Module Objectives
After completing this module you will be able to:Describe standard Siebel terminology and user interface behaviorDescribe Siebel employee, customer, and partner applicationsDescribe standard features that can be changed
Why you need to knowYou will work with employee and customer applications throughout this course Introducing Siebel eBusiness Applications and functionality provides context for the rest of the course
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Siebel eBusiness Enterprise
An integrated product suite that helps manage customer relationships Built on a common architecture
Siebel eFinanceSiebel eInsuranceSiebel eHealthcare Siebel eCommunications
Industry Applications
Siebel eAutomotiveSiebel eEnergySiebel ePharmaSiebel ePublic Sector
Customer ACustomer ApplicationsSiebel eMarketingSiebel eServiceSiebel eSalesSiebel Interactive Selling
Suite (ISS)
Siebel HandheldSiebel WirelessSiebel Voice
Employee ApplicationsSiebel Call CenterSiebel Service Siebel SalesSiebel Field Service
Siebel eBusiness Architecture
For complete listing, see Siebel Bookshelfor www.siebel.com
Partner ApplicationsSiebel eChannel
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Siebel MidMarket Edition (MME)
Designed for companies with fewer than 100 usersAn integrated product suite that helps manage customer relationships
Industry Applications
Customer ApplicationsSiebel eCustomer, MidMarket Edition Siebel eSales,MidMarket Edition Siebel eService, MidMarket Edition
Employee ApplicationsSiebel Call Center, MidMarket Edition Siebel Sales, MidMarket Edition Siebel Service, MidMarket Edition
Siebel eBusiness Architecture
Siebel eFinance, MidMarket EditionSiebel eInsurance, MidMarket EditionSiebel eHealthcare, MidMarket Edition
Partner ApplicationsSiebel eChannel, MidMarket Edition
MME is a product line optimized to meet the fundamental eBusiness needs of most mid-sized companies. It is designed to provide basic sales and service functionality. In general, MidMarket Edition has a much simpler feature set than the Enterprise offering. The technical features not built into the MidMarket Edition are those typically required by large organizations, including UNIX support, server-to-server replication, advanced database extensibility, and advanced Assignment Managerfunctionality. MidMarket Edition is built upon Siebel's Web-based architecture and shares the same look and feel of Siebel Enterprise. Technical differences relevant to material covered in this course will be pointed out as appropriate. For a detailed comparison, please refer to Siebel SupportWeb.
Siebel MidMarket Edition
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Introducing Siebel eBusiness Applications
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Business Entities
Siebel eBusiness Applications use entities to manage business relationships, for example
AccountsOpportunities ContactsService RequestsActivitiesAssets
A business entity is something in the real world in which we have a business interest.
Entity
1
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Account
Is a business external to your companyRepresents a current or potential client, a business partner, ora competitor
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Opportunity
Is a potential revenue-generating eventHas the following characteristics
Possible association with an accountPotential revenueProbability of completionClose date
1
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Contact
Is a person with whom you do business Has the following characteristics
NameJob title Email address
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Service Request
Is a request from a customer for information or assistance with a problem related to products or services purchased from your companyHas the following characteristics
StatusSeverity Priority
1
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Introducing Siebel eBusiness Applications
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Activity
Is a specific task or event to be completedHas the following characteristics
Start date and due datePriorityAssigned to specific employees for completion
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Asset
Is an instance of a purchased product Has the following characteristics
Asset number Product and part numberStatus
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Types of Applications
EmployeeInternal application used by employees and partnersExamples: Siebel Sales, Siebel Call Center, eFinance
Customer External application used by customers Examples: Siebel eService, Siebel eSales, Siebel eMarketing
PartnerExternal application used by employees and partnersExample: Siebel eChannel
There are two types: Alliance Partners are partners who team with Siebel Systems in the market. Channel Partners are partners authorized to resell Siebel eBusiness Applications.
Partners
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Types of User Interfaces (UI)
High interactivityAvailable for employee applications, supporting highly interactive enterprise usersRequires Internet Explorer 5 or higher
Standard interactivityAvailable for customer applicationsBehaves like traditional Web applications, requiring frequent page refreshes
Available for customer applications, when the Web user’s browser is unknown.
Standard Interactivity
Available only with Siebel employee applications in the Siebel 7 release. High interactivity relies on Java, JavaScript, and LiveConnect support from the browser. It also requires JavaScript 1.2 Document Object Model (DOM) technology and HTML frame support from the browser.
High Interactivity
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Benefits of High Interactivity UI
Reduces number of page refreshesUser downloads complete HTML page initiallySubsequent round trips fetch data required to update page
Saves data implicitly by stepping off recordNo need to click Save button
Supports highly interactive graphical UI elements Flowcharts, organization charts, interactive toolbars
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Differences Between High and Standard Interactivity
The following features are supported only by high interactivity Client-side scripting
With access to Siebel objects on the client side Interactive controls
Calculator, calendar date/time selectorKeyboard shortcuts
For frequently used commands
Allow employees to speed up routine tasks and thereby improve their productivity.
Keyboard Shortcuts
These provide customers with added flexibility to design and customize their applications.
Interactive Controls
Using Siebel objects, customers can build sophisticated data validation logic on the client side to further reduce the number of page refreshes needed for high interactivity applications.
Client-side Scripting
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Employee Application: Siebel Sales
Siebel Sales allows your sales force to manage accounts, sales opportunities, and contacts
Personalized content
For more information on Siebel Sales, go to www.siebel.com. Reference
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Employee Application: Siebel Call Center
Siebel Call Center allows your agents to coordinate and manage all customer interactions
Click menu
button for more
commands
For more information on Siebel Call Center, go to www.siebel.com. Reference
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Customer Application: Siebel eService
Siebel eService allows your customers to receive self-service and assisted service over the Web
Frequently asked questions allow customer self-service
For more information on Siebel eService, go to www.siebel.com. Reference
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Customer Application: Siebel eSales
Siebel eSales allows your customers to purchase products over the Web
Browse products
Shopping cart
For more information on Siebel eSales, go to www.siebel.com.Reference
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Partner Application: Siebel eChannel
Siebel eChannel allows companies and their partners to work together to market and sell to, service, and retain customers
Recommended items
Company news
For more information on Siebel eChannel, go to www.siebel.com.Reference
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Applications Used in This Course
Siebel Call Center and Siebel eService are used during this course
Technology learned here applies to all Siebel applicationsFor information on all other Siebel eBusiness Applications, see
Siebel Bookshelfwww.siebel.com
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Standard Siebel Application
Functionality demonstrated so far is standard and prebuiltData presented in the UI is stored in a database
SiebelDatabase
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Changing the Standard Application
Standard Siebel applications can be changed to meet your business requirementsIn this course, you will configure Siebel Call Center and SiebeleService to change some prebuilt functionality, for example:
Change drilldowns and navigation Extend database to store new fieldsDisplay new fields in Siebel viewsCreate new list and forms Create entities to manage your business Create picklists to control field values Change list and column names
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Benefits of Deploying Siebel Applications
Applications are integrated, so they can work separately or together
Integrated applications access a common Siebel databaseAll Siebel eBusiness Applications are built on a common architecture
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Summary
This module showed you how to:Describe standard Siebel terminology and user interface behaviorDescribe Siebel employee, customer, and partner applicationsDescribe standard features that can be changed
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Module Objectives
After completing this module you will be able to:Use the Siebel user interface (UI)
Why you need to knowUnderstanding the UI enables you to effectively use Siebel applications Knowledge of standard application features provides context for configuration later in the course
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Home Page
Logging in to a Siebel application displays a home page
Personalized content based on login
Frequently used screens
Drill down on hyperlink for more detail
Application-level menu
This is an example of a typical home page for a Siebel employee application.
Home Page
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Navigating the UI
Clicking on different UI elements navigates to different data Screen tabs
View tabs
Show drop-down
Selected record
List
Form
The selected record in a list is highlighted with a contrasting color. Selected Record
Clicking a view tab shows data related to the selected record. For example, clicking the view tab Account Team will show the account team for the account Perrier Group of America.
View Tab
Clicking here will show a subset of data for the functional application area. Show Drop-Down
Clicking a screen tab navigates to a functional area of the application, such as accounts, contacts, service requests, assets, campaigns, and so on. Screen tabs indicate the most commonly used screens. To access all available screens in the application, use the application-level menu and select View Site Map.
Screens
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Screens and Views
Screens and views show business entities and related data
List
Form
Indicates the subset of account data displayed in list
Accounts screen
Subsets of account data that can be displayed
Shows a subset of data for the functional application area. Click a selection in the drop-down list to navigate to a different subset of data.
Show Drop-Down
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Navigating Through Lists and Forms
Use next or previous record set buttons or menu button
Navigate through records in a list
Navigate to next record or previous record in a form
Click menu button to
navigate to first or
last records in list
Selecting Last Record will navigate to the last record in the list. Last Record
Selecting First Record in the menu will navigate to the first record in the list.
First Record
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Drilling Down for More Information
Drill down on hyperlink to see more information
1. Clicking account hyperlink…
2. …presents account and contact data
Hyperlinks can be configured using Siebel Tools. Hyperlinks
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Navigating Through Views and Screens
Back and forward arrows
History drop-down
Thread bar
Use arrows to navigate to previous screens and views
Select from drop-down list to navigate to previous
screens and views
Current view is at top of list
Click on hyperlink to navigate to previous view Current view
The thread bar shows your:• Location among screens and views• Path as you drill down on a record
Thread Bar
These are the arrows available for navigation in the Siebel application. Do not confuse them with the browser back and forward arrows, as behavior is very different.
Back and ForwardArrows
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Working with Data in the UI
There are several mechanisms for working with data, such as: Application-level menuMenu buttonsCreating and modifying data Picklists and multi-value groups Queries Favorites SortingKeyboard accelerators
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Application-Level Menu
This menu applies to the entire application and shows available actions
The application-level menu is available only in the high interactivity interface.
High Interactivity UI
Menu items might vary depending on the Siebel application you are using. These menu items are available in the standard Siebel Call Center application.
Menu Items
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Using Menu Buttons
Menu buttons show available actions for lists and forms
Click to show menu for Opportunities
list
Click to show menu for
Opportunity form
The menu button displays a menu of actions available for the list or form. Notice that some of these actions are also available from the application-level menu. The menu button is available only in the high interactivity interface.
Menu Button
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Creating Data
Click menu button or New to create a new record
Click menu button, then select New
Record
Click New to create new
record
Red asterisk signifies required field
If a record cannot be undone or deleted, the actions will be grayed out and unavailable to the user.
Undo and Delete Record
Clicking the New button or choosing New Record in the menu renders the same results in the UI. A field with an asterisk means it is a required field for the record.
Creating New Record
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Modifying and Saving Data
Modify dataSelect record field in the list or form, and change it
Save data implicitlyClick off the record in a list or the field in a form to commit it to the databaseAvailable in high interactivity interface
Save data explicitly Click Save to commit the record to the databaseAvailable in standard and high interactivity interfaces
Explicit save
The presence of the Save button does not negate the implicit record-level commit described above.
Save Button
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Using Picklists and Multi-Value Groups
PicklistSelect a single value for a field in a record
Multi-value group (MVG)Associate one or more valuesto a field in a record
Associate members to the account team
Select an Account Type for the account
Drop-down arrow
Select button
Clicking the select button in a field accesses a dialog box, which provides a list of records from which to select.
Select Button
The drop-down arrow indicates that data can be selected from an available source, such as a picklist, calendar, or calculator.
Drop-Down Arrow
• Multiple addresses can be associated to an account • Sales teams can be made up of many team members• An opportunity can have multiple sources, such as phone call, trade show, or conference
• Multiple employees can be assigned to an activity
More Examples of MVGs
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Querying for Data
Use a query to retrieve specific data
1. Select New Query
3. Select Run Query
2. Enter criteria in appropriate fields
4. Query returns all records
matching the criteria
Siebel eBusiness Applications support QBE, which helps you quickly and easily find the information you are looking for.
Query by Example (QBE)
A query retrieves information from a database, allowing you to:• Locate one or more records that meet specific criteria• Create a subset of data for viewing and reporting• Refresh the view to updated information
What is a Query?
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Query Operators
Wildcards (asterisks) can be used to search for multiple characters, for example
Ma* will find Madrid, but not San Mateo*Ma* will find Madrid and San Mateo* cannot be used in date or numeric fields
<= (less than or equal to) can be used on numeric or date fields<> (not equal to) can be used on all fieldsOR allows entry of more than one value for a field
See online help for a full list of query operators.
Select Help Contents Indexand click the letter ‘O’
Running a query with no criteria will return all records in the list. This is also a way to refresh your screen to see the most current information.
Null Criteria
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Refining Queries
Use Refine Query to modify an existing query
2. Enter additional or modified criteria
1. Select Refine Query
Original query criteria
3. Select Run Query
4. Query returns all records matching both the original and the additional criteria
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Saving Queries
Use the application-level menu to save a query
1. Select Edit Query Save As
2. Name the query and click OK
By default, queries are saved as private queries, and are only available to the user who created them.
Saving Queries
You must use this menu to save queries. Optionally, you can perform the other query functions from this menu, such as creating a new query, refining an existing query, and running a query.
Application-Level Menu
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Using Favorites
Favorites are available queriesQueries created and saved by the userPredefined queries provided by your administrator
Created and saved by user
Predefined queries
Navigate to Application Administration Predefined Queries to view predefined queries for the application.
Predefined Queries
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Sorting Data
Click the Sort icon in a column to sort data in ascending or descending order
Click up arrow for ascending (A – Z) order
Click down arrow for descending (Z – A) order
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Keyboard Accelerators
Provide an alternative to mouse clicking for performing commands
Also known as keyboard shortcutsTwo modes
BasicExtended
See online help for a full list of keyboard shortcuts.
Select Help Contents Index and
click the letter ‘K’
Examples of record shortcuts
This mode is for users who 1) Do not wish to download the ActiveX control to their browser client, or 2) Use browsers that are not able to accept and run ActiveX controls. Limitations are that you cannot map any key sequences that are already used by the browser, and you cannot map any key sequences that use special keys (such as function keys and up/down arrow keys).
Basic Mode
This mode makes use of a small ActiveX control downloaded one time to the browser when starting the Siebel application. Extended mode allows the ability to map any key sequence to Siebel commands. This is the default setting and is the most commonly used mode.
Extended Mode
2
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Using the Siebel Client
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Controlling UI Presentation: Columns
Click the menu button and select Columns Displayed
Columns available to be used in the list
Current columns in the list
Click buttons to sequence
columnsClick buttons to add to or remove from
Selected Columns
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Controlling UI Presentation: Show More
Toggle the list or form to show more or less detail for a record
1. Click Show more button…
2. … to show more details
in form
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Using the Siebel Client
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Summary
This module showed you how to:Use the Siebel user interface (UI)
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Lab
In the lab you will:Practice using the Siebel Call Center application
2
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Organizing Data Behind the User Interface
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Organizing Data Behind the User Interface
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Module Objectives
After completing this module you will be able to:Describe how data is organized behind the user interface (UI) Describe the relationship between data in the database and data in the UIDescribe the relationship between lists, forms, views, business components, and business objects
Why you need to knowKnowing these fundamental concepts is important to understanding and configuring Siebel applications
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Lists and Forms Display Related Business Data
The Siebel UI displays a collection of related business data items in lists and forms
Each field in a list or form represents a business data item
List
Form
Business data item
Record
A record is a collection of related business data items presented in a list or form.
Record
3
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Organizing Data Behind the User Interface
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Business Data Stored in Database
Each business data item is stored in a specific database table and columnList and form data come from many tables and columns
Database
Table and columns
Business data item
Record
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Business Components
Are a collection of data in the database reorganized to reflect the user’s businessOrganize data from the user’s business perspective for presentation in the UI
Database
Table and columns
Multiple records displayed in a list
Businesscomponentswork here
Single record displayed in a form
Lists and forms are types of applets. Applets
Data appears in the UI according to the user’s business perspective, and not by how it is organized in the database
Data in the UI
A business component is a collection of data organized to reflect the user’s business. A business component represents related fields of data in a list or form.
Business Component
3
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Lists and Forms Reference Business Components
Each list or form references one and only one business component
List references one businesscomponent
Form references one businesscomponent
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Common Business Components
Business components representing common Siebel business entities include:
Account OpportunityService RequestContactActivity 3
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View
A collection of related lists and forms representing a functional business area
Accountlist
Accountform
Businessarea
A view can also be referred to as a collection of applets, which may be of the type Form or List.
View
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Business Object
Organizes business components (BC) in relationship to each other so related data can be displayed in a view
Business object is a
collection of business
components
List references one businesscomponent
Form references one businesscomponent
Business objects organize data and present it in a view, similar to how business components organize data and present it in lists and forms.
Business Object
3
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Business Objects Relate Business Data
A business object (BO) contains information about the relationships between business components (BC)Represents a collection of BCs and the relationship between them
Opportunity
Account
Product Contact
Account
Business component
Business componentBusiness
object
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Parent and Child Business Components
A business object (BO) contains a parent (or master) business component (BC)All other BCs within the BO are child BCs of the parent BC
Opportunity
Account
Product Contact
Account
Child BC
Parent BCBusinessobject
Parent and child business components typically represent one-to-many record relationships. A view in the UI shows the relationship of more one or more business components within one business object.
Relationships
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Example: Parent Business Component
The Account business component is the parent business component for the Account Contacts view
One account record per view
Opportunity
Account
Product Contact
AccountAccount form references
Account parent business component
Businessobject
Record
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Example: Child Business Component
The Contact business component is a child business component for the Account Contacts view
One or more contact records are related to the account
Opportunity
Account
Product Contact
Account
Contact list references Contact child
business component
Businessobject
Record
3
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Determine Business Components for a View
Use Help About View to determine business components for a view
Parent business component Child business component
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Siebel Applications
Are characterized by three distinct layers
1.Data presentation 2. Business logic 3. Data storage
Opportunity
Account
Product Contact
Account
Siebel Tools and Configuration GuideReference
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Summary
This module showed you how to:Describe how data is organized behind the user interface (UI) Describe the relationship between data in the database and data in the UIDescribe the relationship between lists, forms, views, business components, and business objects
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Lab
In the lab you will:Use About View to determine business components and business objects which organize and display data in some Siebel views
3
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Exploring the Siebel Architecture
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Module 4: Exploring the Siebel Architecture
4
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Module Objectives
After completing this module you will be able to:Identify the pieces that make up the Siebel Web architectureIdentify the process by which Siebel requests are processed and sent to the Web clientIdentify the role of each component of the architecture
Why you need to knowEnables you to understand the relationship between Siebel software components, preparing you to successfully install them
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Siebel Web Architecture Overview
At a high level, the Siebel architecture consists of:A relational database and file system that store business dataServers that manage the business data and provide batch and interactive services for clientsWeb clients that access the business data
SiebelFile SystemDatabase
Server
Siebel Servers
Web Server
Clients are discussed in more detail in the next module.Clients
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Logical Architecture
Siebel Web Client (browser)Plugins for industry standard Web serversSiebel Gateway ServerSiebel Enterprise ServerOne or more Siebel ServersSiebel Server ComponentsDatabase ServerSiebel File System
DatabaseServer
SiebelFile System
Gateway Server
BrowserThe Siebel architecture consists of:
Enterprise ServerSiebel Server
Component
Siebel ServerComponent
Web Server
Siebel Web Server Extension
Image Cache
Siebel Server Installation GuideReference
Client browser access might be different depending on client deployment. Differences in the Siebel clients will be explored in the next module.
Browser Access
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Siebel Clients
Run in a variety of environmentsWeb browsers, WML devices, and PDAs (Windows CE and Palm)
Two modes of interactionStandard modeHigh Interactivity mode
Gateway Server
Browser
Enterprise ServerSiebel Server
Component
Siebel ServerComponent
Connection statestored on Siebel Server, supporting reconnection
if necessary
Web Server
Siebel Web Server Extension
Image Cache
WML (Wireless Markup Language) is intended for use with narrowband devices, including cellular phones and pagers.
WML
Siebel System Requirements and Supported PlatformsReference
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Enterprise ServerSiebel ServerSiebel Server
File System ManagerWorkflow Manager
Object Manager Component
Enterprise ServerSiebel Server
ComponentSiebel Server
Component
Web Server and Siebel Web Server Extension
Web serverIdentifies and passes Siebel requests to the Siebel ServerPasses completed HTML application pages back to browser
Siebel Web Server Extension (SWSE)Extends Web server to recognize URLs with Siebel requestsRoutes requests to the appropriate Siebel Server component
Gateway Server
Web Server
Siebel Web Server Extension
Image Cache
The Siebel Web Server Extension connection to the Object Manager is stateless. This allows sessions to be dynamically load balanced across Web servers at the HTTP request level. It also improves Web server scalability and availability.
Stateless Connection
Siebel System Requirements and Supported PlatformsReference
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Image Cache
Siebel component residing on Web server that reduces load on Siebel Servers and file system
Images published to Web serverAllows parallel download of images
Enterprise ServerSiebel ServerSiebel Server
File System ManagerWorkflow Manager
Object Manager Component
Enterprise ServerSiebel Server
ComponentSiebel Server
Component
Gateway Server
Web Server
Siebel Web Server Extension
Image Cache
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Gateway Server: Name Server
Serves as a single entry point for accessing Enterprise Server(s)Dynamically registers Siebel Server and component availability
Assigns work based on components requested by SWSEStores component definitions and assignments, operational parameters, and connectivity information
Stored in siebns.dat file in shared directory
Enterprise ServerSiebel Server
ComponentSiebel Server
Component
Gateway Server
Web Server
Siebel Web Server Extension
Image Cache
The Gateway Server can be run in a clustered environment to provide redundancy and avoid a single point of failure.
Clustered Environments
The Gateway Server runs as a Windows service or UNIX daemon process.
Gateway Server
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Enterprise ServerSiebel ServerSiebel Server
File System ManagerWorkflow Manager
Object Manager Component
Enterprise ServerSiebel Server
ComponentSiebel Server
Component
Gateway Server: Connection Brokering
Directs client requests to the least-laden Siebel Server running the desired component
Does not apply to mobile and handheld client connectionsUses Resonate Central Dispatch (optional third-party software)
Gateway Server
Web Server
Siebel Web Server Extension
Image Cache
To enable optional load balancing, Resonate must be installed.Load Balancing
Mobile and handheld Web clients connect directly to the Siebel Server. These clients are covered in more detail in the next module.
Exceptions
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Siebel Server
Processes requests from Siebel clientsControls server components running on a machineObtains configuration information from the Gateway ServerRuns as a Windows service or UNIX daemon process
Enterprise ServerSiebel ServerSiebel Server
File System ManagerWorkflow Manager
Object Manager Component
DatabaseServer Siebel
File System
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Server Component
A type of program that executes on a Siebel Server to perform a specific function or jobExamples:
Importing and exporting dataConfiguring the database to monitor for user-defined conditionsManaging access to File SystemProcessing of client requestsIntegration with CTI middleware
Enterprise ServerSiebel ServerSiebel Server
File System ManagerWorkflow Manager
Object Manager Component
Examples:• Synchronization Manager• Workflow Manager• File System Manager• Object Manager• Communications Server
Details about important server components are provided later in the module.
Server Components
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Enterprise ServerSiebel ServerSiebel Server
File System ManagerWorkflow Manager
Object Manager Component
Enterprise Server
Supports groups of users accessing a single database server Logically groups Siebel Servers sharing configuration information Supports common administration via Siebel Server ManagerInstalled and configured as part of the first Siebel Server installation
Gateway Server
DatabaseServer
SiebelFile System
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Object Manager
Server component that creates and processes data at multiple levels
UI layer (supported by the Siebel Web Engine)Business object layer
Processes business logicData object layer (supported by Data Manager)
Manages resources and session state
Siebel Server
Component
Enterprise ServerSiebel Server
Business Object
Object Manager
Siebel Web Engine
Data Manager
Business ObjectBusiness Object
4
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Data Manager
Provides an abstraction layer for the Object ManagerSeparates queries from business logic processing
Performs object and relational mapping for the Object ManagerDynamically generates database-specific SQL statements in response to Object Manager requestsPasses data result sets back to the Object Manager
Siebel Server
Component
Enterprise ServerSiebel Server
Object ManagerBusiness Object
Data Manager
Business Object
The Data Manager uses optimal database-specific queries to enhance performance:
• Uses database-specific client access libraries for the best performance
• Takes advantage of database-specific functionality• Optimized to return only fields necessary for a specific request and
manages large result sets by caching a larger working set.
Performance
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Database Server
Stores Siebel data within a predefined database schema on a third-party relational database management system (RDBMS) Supports Siebel Server and client access through native SQLAccessed by Data Manager
Enterprise ServerSiebel ServerSiebel Server
Component
Gateway Server
Object Manager
Data Manager
Compo
Siebel ServerComponent
DatabaseServer
SiebelFile System
The predefined database schema is extensible.Extensible Schema
4
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Siebel Web Engine
Siebel Web Engine (SWE) runs as a service as part of the Object Manager Constructs the UI
Processes Siebel requestsAssembles templates to construct page frameworkRequests retrieved data from Object ManagerGenerates HTML, WML, and XML from template and dataPages passed to browser via the Web server and SWSE
Siebel Server
SiebelTemplates
Object Manager
Siebel Web Engine
BrowserWeb Server
SWSEHTML
Business ObjectBusiness Object
Image Cache
Hypertext Markup Language (HTML), Wireless Markup Language (WML), and Extensible Markup Language (XML) are used to define content and presentation in a browser.
Markup Languages
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Exploring the Siebel Architecture
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Siebel File System
The Siebel File System is a shared directory that stores compressed files used by Siebel applications
Examples: Product literature, sales tools, presentationsRead/write access is controlled by the File System Manager component on Siebel Server
Enterprise ServerSiebel ServerSiebel Server
File System Manager
Component
DatabaseServer Siebel
File System
Gateway Server
4
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Exploring the Siebel Architecture
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Web Usage Scenario
Template used is based on the view requested as specified by operation Object Manager
retrieves data from Siebel database orexternal application
SiebelTemplates
SWE builds HTML page with data and template tags which is passed via the Web server to the browser
OutboundInbound
Web Server
Siebel Web Server Extension
Siebel Data
Data Manager
Object Manager
Siebel Web Engine
Business ObjectBusiness Object
Data Manager
Browser generates HTTP request
Web server recognizes that URL contains a Siebel request and passes it to the Siebel Web Engine (SWE) SWE
requests retrieved data fromObject Manager
1
2
3
4
5
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Exploring the Siebel Architecture
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Web Server
Siebel Web Server Extension
Image Cache
Enterprise ServerSiebel ServerSiebel Server
Component
Overview: Logical Server Architecture
Enterprise Server: Group of Siebel Servers
that access the same Database Server
Database Server:Predefined tables and columns
that store Siebel data
File System: Directory that stores
compressed files usedby Siebel applications
DatabaseServer Siebel
File System
Gateway Server
Siebel Server: Runs one or more
components that supplyservices to clients
Gateway Server: Provides access to and
distributes load forSiebel Servers
Web Server: Provides access to Siebel clients,
processing requests using Siebel Web Server Extension
Object Manager(Includes SWE)
Siebel Server Installation GuideReference
4
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Physical Architecture
The Gateway Server, Siebel Server, Database Server, and File System can be implemented on one machine or spread across multiple machinesThe Siebel Server(s) should have a high-speed LAN connection to the Database Server
DatabaseServer
SiebelFile System
Siebel ServerGateway Server
Siebel Server
Enterprise Server
High-speed LAN
Web ServerSWSE
FirewallFirewall
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You Decide
Consult the documentation to determine which software to install on which machine(s) given your environment and requirements
4
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Summary
This module showed you how to:Identify the pieces that make up the Siebel Web architectureIdentify the process by which Siebel requests are processed and sent to the Web clientIdentify the role of each component of the architecture
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Lab
In the lab you will:Match Siebel architecture components to their descriptions
4
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How Clients Access Siebel Data
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Module 5: How Clients Access Siebel Data
5
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Module Objectives
After completing this module you will be able to:Identify the various Siebel clientsIdentify how each client accesses Siebel Servers and data
Why you need to knowTo deploy Siebel clients, you must understand the architecture that supports them and how each client accesses Siebel Servers and data
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Siebel Clients: Overview
Use a standard Web browser to display information in the user interface (UI) with data retrieved from the Siebel databaseAccess Siebel data differently based on client type
Not all connect through Web Server and Siebel Web Server Extension (SWSE)
Gateway Server
Web Server
Siebel Web Server Extension
Browser
Enterprise ServerSiebel Server
Component
Siebel ServerComponent
DatabaseServer
SiebelFile System
Siebel System Requirements and Supported PlatformsReference
5
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How Clients Access Siebel Data
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Siebel Clients: Overview Continued
Five types deployed in Internet or intranet environmentsSiebel Web clientSiebel Wireless Web clientSiebel Handheld clientSiebel Mobile Web clientSiebel Dedicated Web client
Mobile WebWeb Wireless Web Handheld Dedicated Web
Siebel Web Client Administration GuideReference
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Client Access Overview
Access to Siebel data differs based on client typeWeb and Wireless Web Clients connect through Web ServerHandheld and Mobile Web Clients connect through Gateway ServerDedicated Web Client connects directly to Siebel database
SiebelFile System
DatabaseServer
Siebel Servers
Web Server
WebWireless Web
HandheldMobileWeb
Dedicated Web
5
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No Software on Web and Wireless Web Clients
Web and Wireless Web clients do not require Siebel software installation
Siebel applications run in standard browsersConnection state stored on Siebel Server
Gateway Server
Web Server
Siebel Web Server Extension
Browser
Enterprise ServerSiebel Server
Component
Siebel ServerComponent
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How Clients Access Siebel Data
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Siebel Applications
Consist of:An object managerConfiguration (.cfg) file or Object Manager component parameters defining the repository file and databaseA repository (.srf) file that specifies the configured applicationA set of template files that specify how to render the UI in theuser’s browserA relational database
Object ManagerObject Manager
.cfg.srf
Database
Templates
Parameters
Web ClientsMobile and Dedicated Web Clients
5
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Siebel Application Components
Data that specifies the application is separate from the engine that executes the application
Object ManagerObject Manager
.cfg.srf
Database
Templates
Parameters
Web ClientsMobile and Dedicated Web Clients
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Object Manager
The Object Manager is an engine for Siebel eBusiness Applications
Builds a Siebel application at run time Single and reusableSame Object Manager for all applicationsSupports multiple users
Object ManagerObject Manager
.cfg.srf
Database
Templates
Parameters
Web Clients
Mobile and Dedicated Web Clients5
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Siebel Repository File (.srf)
Separate file with object definitions that contain the application configuration
UI objects specify the data presentationBusiness objects specify the business rules and processesData objects specify the data organization and storage
Used with Object Manager, builds a Siebel application at run time
Object ManagerObject Manager
.cfg.srf
Database
Templates
Parameters
Web ClientsMobile and Dedicated Web Clients
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Configuration File and Component Parameters
Contains initialization settings for the Object Manager including:
Gateway Server LDAP directory serverEnterprise Server File systemRepository (.srf) file Database server (data source)Application or server component
Object ManagerObject Manager
.cfg.srf
Database
Templates
Parameters
Web Clients
Mobile and Dedicated Web Clients5
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Configuration File and Component Parameters Continued
Some clients obtain initialization settings from both the configuration file and Object Manager component parameters
Web clientWireless Web client
Some clients obtain initialization settings exclusively from theconfiguration file
Mobile Web clientDedicated Web clientHandheld client
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Application Component Locations
For Web and Wireless Web Clients, components reside on the serverFor all other clients, components reside on the client
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Siebel ServerEnterprise ServerSiebel ServerObject Manager
Siebel Web Engine
Business ObjectBusiness Object
Data Manager
Web Client
Accesses Gateway Server and Siebel Server through Web Server running SWSE Accesses Siebel data through Object ManagerResults transformed by Siebel Web Engine and returned as HTML pages to client browser
SiebelFile System
Gateway Server Web Server
Siebel Web Server Extension
Web Client
DatabaseServer
HTTP
.srf.cfg
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Web Client Continued
Uses Web browser to launch HTML page specifying .swe page.swe page invokes SWSESWSE (eapps.cfg) parameters identify Object ManagerObject Manager component parameters specify Enterprise Server, Siebel Server, .cfg, and .srf
Web Client
.swe (SWSE)
Object Manager
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Wireless Web Client
Connects to a Wireless Application Protocol (WAP) server connected to a Web server with SWSE installedConnects to a database server through the Object Manager
Results are transformed and returned as WAP pages
SiebelFile System
Gateway Server Web Server
Siebel Web Server Extension
Wireless Web Client
DatabaseServer
.srf
WAP ServerSiebel Server
Enterprise ServerSiebel ServerObject Manager
Siebel Web Engine
Business ObjectBusiness Object
Data Manager
.cfg
Siebel Wireless Administration GuideReference
This is an extension to a Web Server to support wireless Web access. The Wireless Application Protocol is a version of XML.
WAP Server
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How Clients Access Siebel Data
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Handheld and Mobile Web Clients
Access local .cfg and .srf filesDirectly access a local database and Siebel File SystemDirectly connect to their designated Siebel Server for synchronization
SiebelFile System
DatabaseServer
.srfMobile/Handheld ClientSiebel Server
Enterprise ServerSiebel ServerObject Manager
Siebel Web Engine
Business ObjectBusiness Object
Data Manager
.cfg
5
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How Clients Access Siebel Data
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Module 5: How Clients Access Siebel Data 18 of 24
Handheld and Mobile Web Clients Continued
Launch siebel.exe from program group or startup iconStartup switch identifies .cfg.cfg identifies .srf, application, local database, and Siebel ServerMobile and Handheld are not zero-footprint applications
Mobile Web Client
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Disconnected Processing
For disconnected activity, processing is provided by a local Object Manager, Data Manager, and Siebel Web Engine
Processing provided on clientHTML delivered to browser by local Web server with SWSE
.srf
Mobile/Handheld Client
Web ServerSWSE
Siebel ServerSiebel Server
Object Manager
Siebel Web Engine
Business ObjectBusiness Object
Data Manager
.cfg
Disconnected processing refers to handheld and mobile Web clientprocessing which has no connection to a Siebel Server or database server.
Disconnected Processing
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Dedicated Web Client
Uses the Mobile Web client’s local processing to support dedicated access to database
No requirement for Web Server or SWSENot a zero-footprint application
.srf.cfg
SiebelFile System
Siebel ServerEnterprise Server
DatabaseServer
Component
Dedicated Web Client
Web ServerSWSE
Object Manager
SWE
Business Object
Data Manager
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Module 5: How Clients Access Siebel Data 21 of 24
All Clients
Siebel architecture supports a mixture all clients
SiebelFile System
Gateway Server
Siebel Server
Component
Object Manager
Siebel Web EngineData Manager
Enterprise Server
DatabaseServer
.srf.cfgMobile/Handheld
Client
Web ServerSWSE
Web ClientWAP Server
Wireless Web Client
.srf.cfg
.cfg
.srf
Dedicated Web Client
Siebel Web Engine
Data Manager
Object Manager
Web ServerSWSE
5
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You Decide
Consult the documentation to determine which software to install on which machine(s) given your environment and client requirements
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Summary
This module showed you how to:Identify the various Siebel clientsIdentify how each client accesses Siebel Servers and data
5
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Lab
In the lab you will:Complete a possible deployment diagram
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Installing Siebel Software
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Module 6: Installing Siebel Software
6
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Module Objectives
After completing this module you will be able to:Install the Siebel Gateway Server, Siebel Server, Enterprise Server, and Database Server to set up your Enterprise Server environmentTest server-to-database connectivity
Why you need to knowTo determine correct installation parameters valuesTo install Siebel software successfully
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Installing Siebel Software
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Consult the Documentation
Siebel System Requirements and Supported PlatformsSiebel Release Notes Siebel Server Installation Guide Siebel Web Client Administration Guide
6
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Installing Siebel Software
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Module 6: Installing Siebel Software 4 of 25
Pre-Installation Tasks
Prepare for installationCreate operating system account(s)Create the Siebel database Create the Siebel file system directory and share it
Siebel Web Client Administration Guide
Siebel Server Installation GuideReference
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Prepare for Installation
Verify prerequisites defined in the documentationSupported hardwareSupported operating system (OS)Required third-party software
6
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Installing Siebel Software
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Module 6: Installing Siebel Software 6 of 25
DatabaseServer
SiebelFile System
Siebel ServerGateway Server
Web Client
Enterprise Server
G1S1
D1
C1
C1, G1, S1, D1, W1
Machine/Host
Names/Addresses:
Prepare for Installation Continued
Identify where software will be installedWhich machine(s)What naming conventionWhat directory structure
Example:
W1
Web Server
The machine running the client browser.“C1”
The Web Server machine running the Siebel Web Server Extension installed to access the Gateway and Siebel Servers.
“W1”
The machine running the Siebel Server software.“S1”`
The machine running the Siebel Gateway Server software.“G1”
The machine running the third-party database software.“D1”
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Create Operating System Account(s)
Create the Siebel Service Owner AccountUsed to run Enterprise Server processes and components
Create the Siebel Monitoring AccountRequired by optional Resonate Central Dispatch connection brokering software
Consult the Siebel Server Installation Guide for exact steps andprivilegesExample:
NTSERV
The Siebel Service Owner Account is used to run Windows processes or start UNIX daemon processes.
Owner Account
6
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Installing Siebel Software
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Create the Siebel Database
Install the proper version of third-party RDBMS softwareCreate an empty database/tablespace with appropriate space definedConsult the Siebel Server Installation Guide for recommended database configuration parameter settings Example:
siebeldb
D1D1Machine Name:
siebeldbDatabase:
500 MBSize:
The database administrator uses database vendor tools to create the database. The scripts refer to the database using the default name siebeldb. You may change the name.
Siebel Database
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Create the Siebel File System
Create the Siebel File System as a directory on a disk with sufficient space Must be accessible from machines running Siebel Enterprise Servers and Siebel clientsMust support long and case-sensitive filenamesExample:
C:\siebfile
S1S1Machine Name:
C:\siebfileFile System:
The default name is siebfile. You may change the name.File System
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Installing Siebel Software
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Install and Verify Siebel Software
Install and verify:Gateway ServerEnterprise and Siebel ServersSiebel Database ServerSiebel Web Server ExtensionPrerequisite third-party or ancillary products (FirstLogic, Fulcrum, and so forth) required by Siebel Servers
Clients require a third-party browser on the client.Client Browser
The Gateway Server, Enterprise and Siebel Servers, and Siebel Database Server can be installed either separately or simultaneously.
Installation
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G1
Install Gateway Server
Invoke server installation program to install and configure Gateway Server on its designated machineExample:
Follow steps in installation wizard and consult documentation
NTSERVC:\sea701
G1
Destination Directory:
OS Account:
Machine Name:
G1
Gateway Server
Siebel Server Installation GuideReference
The account name is the operating system account that was created in the pre-installation tasks.
OS Account
As depicted earlier, depending on your deployment, you may run the installer on multiple machines to distribute server software.
Distributed Software
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Verify Gateway Server
Inspect directory and files in the Siebel root directoryVerify the Windows Service or UNIX daemon process is startedExample:
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Installing Siebel Software
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Install Enterprise and Siebel Servers
Invoke server installation program to create and configure an Enterprise Server, Siebel Server, and ODBC data sourceExample:
G1
C:\sea701
siebel
Destination Directory:
Gateway Name Server Hostname:
Enterprise Server Logical Name:
HQ\G1\c:\siebfile
D1
File System:
Database Machine Name:
siebeldbDatabase/Tablespace:
Database User/Password:
Siebel Server Machine Name:
Siebel Server Logical Name:
SADMIN/SADMIN
S1
siebel_S1
C:\siebfile
S1
siebel
S1
Siebel Server
SiebSrvr_siebel
ODBC Data SourceNTSERVOS Account:
Enterprise Server
The name of the Siebel Server. You may set this to a different string of characters.
“siebel_S1”
The default name for the system administration database login. It is created when the grantusr.sql script is run as part of the database server installation. SADMIN also corresponds to the default Siebel employee created in the seed data.
“SADMIN”
The default name of the database that was created in the pre-installation tasks. It will contain the Siebel database tables.
“siebeldb”
The file system is a shared directory.File System
The default name for the logical grouping of servers in the enterprise. You may set this to a different string of characters with a maximum length of 12 characters.
“siebel”
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Verify Enterprise and Siebel Servers
Inspect directory and SESsetup.log file in the Siebel root directoryVerify the Windows Service or UNIX daemon process is runningExample:
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Install Database Server
Invoke server installation program to install the DB Server Configuration utility and its associated filesRun grantusr.sql script to create database usersUse the DB Server Configuration utility to create the database schema and populate seed dataUse the DB Server Configuration utility to populate repository data
siebeldb
D1
C:\sea701\dbsrvrSiebel Database Server Directory:
Siebel Server directory:
SADMIN/SADMINDatabase User/Password:
Database Table Owner:
C:\sea701\siebsrvr DatabaseServer
SIEBEL/SIEBELODBC Data Source Name: SiebSrvr_siebel
C:\sea701Destination Directory:
Siebel Server Installation Guide for Microsoft WindowsSiebel Server Installation Guide for UNIXSiebel Tools Reference
Reference
The default name of the siebeldb database owner. The login and owner are set when the grantusr.sql script is run. There is no corresponding employee. Therefore, you may change this value by modifying scripts and parameters.
“SIEBEL”
The default name for the system administration database login. Here it is used to create the ODBC datasource. Since this corresponds to the default employee in the seed data, you should not change this.
“SADMIN”
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Installing Siebel Software
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Verify Database Server
Inspect directory and log filesVerify database connectionVerify schema and seed dataVerify repository dataExample:
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Installing Siebel Software
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Install Siebel Web Server Extension
Install required Web ServerInstall Siebel Web Server Extension
Invoke eappweb installation programExample:
G1C:\sea701\SWEApp
siebel
Destination Directory:Gateway Server Machine Name:
Enterprise Server Logical Name:
Siebel Server Logical Name: siebel_S1W1
Web ServerSWSE
Siebel Web Server Extension
Siebel Server Installation GuideReference
The name of the machine on which the Web Server is installed.“W1”
The name of the Siebel Server. You may set this to a different string of characters. Avoid spaces.
“siebel_S1”
The default name for the logical grouping of servers in the enterprise. “siebel”
The name of the machine on which the Gateway Server was installed.“G1”
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Verify Siebel Web Server Extension
Inspect Web Server virtual directories on Internet Information Server
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Installing Siebel Software
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Enter License Key
When initially connecting to the server, enter the license keyConnect to the server with Siebel Tools or the Mobile Web client and enter the key when prompted
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Managing License Keys
Once you have entered the license key, you can add, modify, or delete license keys
Navigate to Application Administration License Keys to add additional products
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Verify Client
Verify application launch and connectivity to serverExample:
Web Server Siebel Application SWE Command
The SWE command is processed by the Siebel Web Engine. In this example, the request is that SWE deliver the start page for user SADMIN.
SWE Command
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Post Installation
Example:
siebeldb
C:\siebfile
S1G1
siebel
G1S1
D1C1
Gateway ServerEnterprise Server
Siebel Server
File System
Database Server
Client
W1
Web Server running Siebel Web Server Extension
Web ServerSWSE
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Installing Siebel Software
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Classroom Installation
In the classroom, students will install all software on their desktop machines
siebeldb
C:\siebfile
HOSTNAME00
HOSTNAME00
siebel
HOSTNAME00
D:\sea701\gtwysrvr
D:\sea701\siebsrvr
D:\sea701\dbsrvr
D:\siebfile
Enterprise Server
Gateway Server
Siebel Server
File System
Database Server
Siebel Web Server Extension
D:\sea701\SWEApp Web Server
Mobile client C:\sea701\client
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Summary
This module showed you how to:Install the Siebel Gateway Server, Siebel Server, Enterprise Server, and Database Server to set up your Enterprise Server environmentTest server-to-database connectivity
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In the lab you will:Install a Siebel Server EnvironmentRun scripts to create users in the Siebel databaseInstall a Siebel Database ServerInstall a Siebel Mobile Web ClientInstall a Siebel Web Server ExtensionVerify client to server connectivityPrepare a virtual directory for a second Object Manager
Please follow the directions carefully, and pay attention to the parameters you are entering
Please type in the case (upper versus lower) that is specified
Lab
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Server Administration
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Module 7: Server Administration
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Server Administration
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Module Objectives
After completing this module you will be able to:Use Server Manager to administer your Siebel Enterprise
Why you need to knowServer Manager enables you to perform server administration duties required for your Siebel application
Siebel Server Administration GuideReference
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Server Manager
Is a set of views that allow you to manage your Siebel Enterprise
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Server Manager Continued
Is used for a variety of administration duties, including: Enable, disable, startup, and shutdown components Assign components to execute on specific Siebel serversStop, pause, and resume server tasksMonitor status for components and tasksSet parameters for servers and components
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Administering the Siebel Enterprise
Server Manager connects to the Gateway ServerGathers all connectivity information for each Siebel Server within the Siebel Enterprise
Server Manager then connects to each Siebel Server within the Enterprise
Displays servers for each enterprise supported by the Gateway Server
Starts a Server Manager task on each Siebel Server
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Using Server Manager
There are two ways to use Server Manager
From the Siebel application interface
From the command line
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Server Components
A component is a type of program that performs a specific jobOne or more instances can execute as a task on the Siebel Server
The standard Siebel application comes with many server components, for example:
Enterprise Integration ManagerFor importing and exporting data
Assignment ManagerFor assigning work based on business rules
Generate Database TriggersFor monitoring the database for user-defined conditions
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Component Groups
Component Groups consist of related server componentsNavigate to Server Administration Enterprise Configuration to enable or disable component groups
Click the menu button …
… enable or disable component group
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Component Groups Continued
Example: The Workflow Management component group consists of five server components
Component group must be enabled to utilize any
of the server components
To execute components on the Siebel Server, the component group to which they belong must be enabled.
Enable Component Groups
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Component Definitions
Use to customize existing componentsExample: Modify component definition so that the same parameter values are in effect each time the task executes
Use to create custom componentsExample: Create EIM component definition called Import Accounts to only import accounts
Navigate to Server Administration Enterprise ConfigurationComponent Definitions
Parameters for the Call
Center Object Manager
component
Siebel Server Administration GuideReference
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Tasks
When a component executes, it is called a task A task is an instantiation of a component and runs in computer memoryThe same component may be instantiated many times
Example: Multiple Batch Assignment tasks can run concurrently onthe server
Several tasks can run simultaneously
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At startup, a task reads parameters and executes according to their values
Example: Define the assignment object to be used in a Batch Assignment taskExample: Define which mobile clients to extract in the Database Extract task
Two types of parametersStatic
Cannot be changed for executing tasks Changes are effective for subsequent tasks
DynamicCan be changed for executing tasks and take effect immediately
Setting Parameters
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Parameters are set at any of these levelsEnterpriseServerComponent Definition Server Component Task
A parameter set at the task level overrides the same parameter set at a higher level
Setting Parameters Continued
Highest
Lowest
Parameters set at the Enterprise level can be overridden by the same parameters set at levels below it. This is also true for parameters set at the Server, Component Definition, and Server Component levels.
Parameter Hierarchy
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Server Component Modes
A server component executes in one of three modesBatch BackgroundInteractive
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Batch Components
The task runs until completion, and then it stops Started manually via:
Graphical user interface Command-line interface
Examples
Subset of Enterprise Application Integration component group
Subset of Remote component group
Subset of Workflow Management component group
To determine the run mode for a component, navigate to Server Administration Enterprise Configuration Enterprise Component Groups.
Run Mode
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Synchronizing Batch Components
Must be synchronized between the Gateway Server and the Database Server
This post-installation task is required in order to execute batch components on the Siebel Server
Navigate to Server Administration Enterprise ConfigurationBatch Component Admin
Click Synchronize buttonSynchronized components
Synchronize also needs to be performed whenever batch component definitions change, such as when parameters are updated or new component definitions are created.
Synchronizing Components
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Background Components
The task runs continuously until the component is shutdown Runs repetitively, defined by a sleep time
Started:Manually via command line Automatically upon server startup
Examples
Subset of Remote component group
Subset of Workflow Management component group
Components with the parameter Default Tasks > 0 will start automatically when the Siebel Server is started. Navigate to Server Administration
Enterprise Configuration Component Definitions to view or modify component parameters.
Default Tasks Parameter
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Interactive Components
The task runs in response to client requestsNo need to manually start
The task stops when the client disconnectsExamples
Subset of System Management component group
Subset of Remote component group
Subset of Siebel Call Center component group
To determine the run mode for a component, navigate to Server Administration Enterprise Configuration Enterprise Component Groups.
Run Mode
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Component States
A server component may be in one of five states
Multi-threaded components that should be running are not, indicating a run-time error.
Unavailable
No processes are running for the component, and new tasks cannot be started.
Shutdown
Currently running tasks continue to run, but new tasks cannot bestarted for the component.
Offline
Tasks are currently running for the assigned component on the Siebel Server, and new tasks are allowed to start.
Running
Tasks are currently not running for the assigned component, but new tasks can be started.
OnlineDescription State
When enabled multi-threaded components are unavailable, this indicates a run-time error. Check the log files on the Siebel Server to troubleshoot the problem.
Unavailable State
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Managing a Component
Navigate to Server Administration Servers Server Components to change a server component state
Select the component … … and click the appropriate action
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Starting a Batch Task
Navigate to Server Administration Enterprise OperationsComponent Requests
1. Create new request and select component
2. Modify parameters 3. Submit request
Batch tasks can also be started using server manager from the command line.
Command Line
Click the menu button in the Component Requests form and then select Submit request.
Submit Request
Parameters set at the task level override the same parameters set at other levels.
Parameters
This list is populated when the batch components are synchronized on the Siebel Server.
Component/Job
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Starting a Background Task
Via the UITasks with the parameter Default Tasks > 0 will start automatically upon Siebel Server startup
Using the command lineExample: Start a Workflow Monitor Agent task
ParametersComponent alias Siebel Server
Example: Transaction Router will automatically start on the server
Siebel Server Administration GuideReference
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Monitoring a Task
A task updates its state during executionCan be in one of the following states
Indicates that the process was not able to shut down cleanly, and had to be forced to shutdown
Killed
Indicates that the task encountered an error during its processing and exited
Exited with ErrorIndicates that the task ran to completion and exited normallyCompleted
Indicates that the task has been instructed to stop, or the component or server is being shut down
Shutting Down
Indicates that the task has been temporarily placed in a suspended state
Paused
Indicates that the task is executing normallyRunningIndicates that the task has been startedStarting up
Description State
The task state can be seen in the UI, in any of the following views: Enterprise Task, Server Tasks and Tasks. The task state can also be determined from the command line:Srvrmgr> list state values for task <task number>
Task State
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Viewing Task Information
Each task creates a log of its executionView log via UI by drilling down on task number
Drill down on task number …
… to view Task Info Log
Event logging writes events to the log file based on the log level for each event type. Events are logged at the server and component level. Formore information on configuring server events and component events, see the Siebel Server Administration Guide.
Event Logging
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Viewing Task Information Continued
View log file on the Siebel Server
Note the task number
View file in /log directory
In Windows environments, the log files are stored in:<Siebel_server_root>/siebsrvr/logIn UNIX environments, log files are stored in: <Siebel_server_root>/enterprises/<siebel enterprise>/server/log
Log Files
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Summary
This module showed you how to:Use Server Manager to administer your Siebel Enterprise
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Lab
In the lab you will:Enable server componentsSynchronize batch components Start a task and view its log Use command-line Server Manager
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Access Control and Views
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Module 8: Access Control and Views
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Module Objectives
After completing this module you will be able to:Describe Access Control for Siebel eBusiness ApplicationsDescribe the difference between view level Access Control and data level Access ControlIdentify the access control mechanisms used to restrict access to views in Siebel eBusiness ApplicationsDescribe the relationships between views, users, and responsibilities
Why you need to knowTo effectively use Siebel eBusiness Applications, you need to understand how access to views is controlled
Authentication and Access Control Administration GuideReference
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Business Problem
Different users need access to different informationAccess to information must be controlled so that
Information is easy to findUsers see only appropriate information
CFO Field Sales Rep
Call Center Agent
Customers
Channel Partners
• Forecasting• Opportunities
• Orders
• Opportunities• Service Requests
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Siebel eBusiness Solution: Access Control
Consists of all mechanisms used to control user access to views and data records in Siebel eBusiness Applications
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Types of Access Control
View level Access Control (discussed in this module)Controls user access to views in Siebel eBusiness Applications
Data level Access Control (discussed in the next module)Controls user access to data records in Siebel eBusiness Applications
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Access to Views
Users require access to different views based on their job function or role, for example:
Call center agents need access to views displaying service requests, calls in their queue, and campaign informationCustomers need access to views displaying their current orders or available productsPartners need access to views displaying sales opportunities or service requests
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Responsibility
Determines the set of views to which a user has accessCorresponds to a user’s job function or role
Views associated with the Field Sales Representative responsibility
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Adding Views to Responsibilities
The same views can be added to one or more responsibilities
Call Center Manager and
Universal Agent responsibilities
share a common set of views
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Assigning Users to Responsibilities
Users can be assigned to one or more responsibilities
Mike Masters is assigned to both responsibilities:
Call Center Manager and
Universal Agent
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Multiple Responsibilities
When users log in, they see the union of all views for their assigned responsibilities
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Review: Users, Views, and Responsibilities
Responsibilities determine the set of views to which a user has accessViews are associated to one or more responsibilitiesUsers are assigned to one or more responsibilitiesA user sees the union of all associated views when he or she logs in
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Restricted Access to Views
If a view is not included in a user’s responsibility, the user will not see a reference to the view in the:
Site mapShow drop-down listDetail tabs
If a user does not have access to any of the views in a screen:Screen tab is not displayed
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Summary
This module showed you how to:Describe Access Control for Siebel eBusiness ApplicationsDescribe the difference between view level Access Control and data level Access ControlIdentify the access control mechanisms used to restrict access to views in Siebel eBusiness ApplicationsDescribe the relationships between views, users, and responsibilities
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Lab
In the lab you will: Explore responsibilities and views for different users
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Access Control and Data
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Module 9: Access Control and Data
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Module Objectives
After completing this module you will be able to:Describe the difference between master data and customer data in Siebel eBusiness ApplicationsDescribe the different Access Control mechanisms used to restrict access to data in Siebel eBusiness Applications
Why you need to knowTo effectively use Siebel eBusiness Applications, you need to understand how access to data is controlled
Authentication and Access Control Administration GuideReference
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Types of Data
Customer data (discussed in this module)Includes dynamic, transactional data such as opportunities and ordersIs created and managed by users of the applicationHas access controlled at the record level
Master data (discussed later in the course)Includes static, referential data such as products and literatureIs created and maintained by company administratorsCan be grouped into catalogs and categoriesCan have access controlled at the catalog and category level
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Controlling Access to Customer Data
Access to customer data can be restricted using the following access control mechanisms
PersonalPosition-basedOrganization-based
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Personal Access Control
Access is limited to records a that user has created or to which a user has been assigned
Records can be restricted to a single user or a team of usersAccess is controlled by user ID
ExamplesIn the My Service Requests view, a Web site visitor can see onlythe service requests he or she has createdIn the My Expense Reports view, an employee can see only the expense reports the employee has submitted for reimbursementIn the My Activities view, a user can see only the activities the user owns
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Position-Based Access Control
Record access is limited to users based on their position withinan organization A position is:
A job title in a hierarchical reporting structure of an internal or partner organizationRepresents a person or group of people that require access to a set of dataIs more stable than an individual’s assignment to that position
People might change, but a position is static
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Employees Per Position
Some positions have a single employeeTypical toward the top of a reporting hierarchy where a job is more specialized
For example, CEO, VPsSome positions have multiple employees
Typical toward the bottom of a reporting hierarchy where a job is less specialized
For example, a group of call center agents all doing the same work
Roger Smith is associated with the CEO position
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Primary Employee
When there are multiple employees per position, only one employee is defined as the primary employee for a position
When a position is assigned to a record, the primary employee’s name appears in the primary field for the record, even if other users are associated with the same position
One employee is defined as primary employee for a position
Click the select button in the Last Name field to see all employees per position
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Positions Per Employee
Employees can have multiple positions if they do different types of work or need to see different sets of data
Max Adams is associated with the Call Center Manager, Field Sales Representative, and Marketing Administrator / Analyst positions
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Primary Position
If an employee has multiple positions, one is marked as primary
Click the select button in the Position field to see all positions per employee
One position is defined as primary for an employee
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Change Position
Users can change position during a session by selecting View User Preferences Change PositionUsers can only log in as one position at a timeBy default, log in is based on the user’s primary position
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Types of Position-Based Access Control
One or more positions can be associated with customer data using the following types of position-based Access Control:
Single positionTeam
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Single Position Access Control
Assigns a single position to an individual recordAll users associated with the position have access to the record
In the My Quotes view, use the Sales Rep field to assign a single position to a record
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Team Access Control
Assigns multiple positions, in the form of a team, to an individual record
All users associated with positions on the team have access to the recordA team can include internal and partner positions
In the My Opportunities view, use the Sales Team field to assign multiple positions to a record
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Team Fields
Vary according to the view in which they appearExamples
My Opportunities view has a Sales Team field
My Accounts view has an Account Team field
My Contacts view has a Contact Team field
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Primary Position on a Team
One position on a team is designated as primaryBy default, the position of the user who creates the record is automatically placed on the team as primaryPrimary position has additional privileges, such as:
Merging and deleting recordsForecasting an opportunityDesignating another position as primary
Casey Cheng’s position is primary on this team
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Organization-Based Access Control
Record access is limited to the organization(s) to which a user’s positions are assignedProvides another level of Access Control at the level of business organizations rather than at the level of individual users
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Organization
Represents a part of a business enterprise for purposes of restricting access to records
Allows you to partition your company into logical groups, and then display information appropriate to each of those groups
For example, you can restrict access to records for: Part of your company (division, department, business unit)A partner company that assists you in your business (channel partner)An external company that purchases your products (account)
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Types of Organization-Based Access Control
One or more organizations can be associated with data using the following types of organization-based access control
Single organizationMultiple organization
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Single Organization Access Control
Assigns a single organization to an individual recordAll users associated with the assigned organization have access to the record
In the My Contacts view, use the Organization field to assign a single organization to a record
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Multiple Organization Access Control
Assigns multiple organizations to an individual recordAll users associated with the assigned organizations have accessto the record
In the My Opportunities view, use the Organization field to assign multiple organizations to a record
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Review: Access Control Mechanisms
Personal Access ControlAccess is limited to records that a user has created or to which a user has been assigned
Position-based Access ControlRecord access is limited to users based on their position withinan organization
Organization-based Access ControlRecord access is limited to the organization(s) to which a user’s positions are assigned
Mechanisms are not mutually exclusiveA record can be restricted by more than one Access Control mechanism
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Access Control and Data
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Summary
This module showed you how to:Describe the difference between master data and customer data in Siebel eBusiness ApplicationsDescribe the different Access Control mechanisms used to restrict access to data in Siebel eBusiness Applications
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Access Control and Data
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Lab
In the lab you will:Explore data level Access Control for different users
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Access Control and View Types
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Module 10: Access Control and View Types
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Access Control and View Types
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Module Objectives
After completing this module you will be able to:Identify the independent relationship between view access and data accessIdentify the different view types used to accommodate the AccessControl needs of different users
Why you need to knowTo effectively use Siebel eBusiness Applications, you need to understand the different available view types
Authentication and Access Control Administration GuideReference
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Access Control and View Types
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Relationship Between Views and Data
Access to views is independent of access to dataFor example, Mike Jones and Casey Cheng have access to the same view based on their responsibilities, but see different data in the view based on their user ID, position, or organization
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Access Control and View Types
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Siebel Systems, Inc.Siebel 7 Essentials
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View Types
Different view types accommodate different usersMy ViewMy Team’s ViewAll ViewAll Across Organization View
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Access Control and View Types
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My View
Displays records for which a user has direct accessCan use any Access Control mechanismExamples: My Opportunities, My Accounts
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Access Control and View Types
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Siebel Systems, Inc.Siebel 7 Essentials
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Special Access Views
Additional views have been created to accommodate managers, administrators, and executives who have data access needs that go beyond Access Control rules
My Team’s ViewAll ViewAll Across Organization View
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Access Control and View Types
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My Team’s View
Used by managers to display records for users who report to them
Examples: My Team’s Opportunities, My Team’s Service Requests
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Access Control and View Types
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All View
Used by administrators within an organization to display records for the organization, where a valid owner has been assigned to the record
Examples: All Accounts, All Opportunities, All Service Requests
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Access Control and View Types
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All Across Organizations View
Used by executives to display records for all organizations, where a valid owner has been assigned to the record
Examples: All Accounts Across Organizations, All Opportunities Across Organizations
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Access Control and View Types
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Administration Views
Displays all records in the database, even those without a valid owner
Navigate to Data AdministrationBecause they shows all records in the database, access to these views should be limited to very few people in your organization
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Access Control and View Types
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Summary
This module showed you how to:Identify the independent relationship between view access and data accessIdentify the different view types used to accommodate the AccessControl needs of different users
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Access Control and View Types
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Lab
In the lab you will:Explore different view types
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Creating an Organization
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Siebel Systems, Inc.Siebel 7 Essentials
Module 11: Creating an Organization
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Creating an Organization
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Siebel Systems, Inc.Siebel 7 Essentials
Module 11: Creating an Organization 2 of 14
Module Objectives
After completing this module you will be able to:Define your company’s organizational hierarchy in the Siebel application
Why you need to knowProvides a framework for creating your company’s reporting structure, which ultimately determines record and view access for employees
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Creating an Organization
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Siebel Systems, Inc.Siebel 7 Essentials
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Consultant 8
Organizational Hierarchy
Allows for the definition of organizations, divisions, and positionsUse a top-down approach to define the company structure
Siebel Europe
Northern Europe Consulting
Professional Services, Amsterdam
Professional Services, Galway
Consultant 7 Consultant 10Consultant 9
Organization
Division
Sub-division
Positions
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Creating an Organization
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Siebel Systems, Inc.Siebel 7 Essentials
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Defining the Company Structure
Create the company structure by defining:OrganizationsDivisions PositionsResponsibilitiesEmployees
Company structure determines the records and views to which employees have access
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Creating an Organization
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Defining Organizations and Divisions
Allows your company to:Partition itself into logical groups, and then segregate data based on these groups Limit access to data based on the organization(s) and divisions(s) to which positions are assigned
Consultant 8
Professional Services, Madrid
Siebel Europe
Southern Europe Consulting
Northern Europe Consulting
Professional Services, Rome
Professional Services, Amsterdam
Professional Services, Galway
Consultant 7 Consultant 10Consultant 9Consultant 3Consultant 2Consultant 1 Consultant 6Consultant 5Consultant 4
Division
Sub-division
Organization
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Creating an Organization
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Siebel Systems, Inc.Siebel 7 Essentials
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Defining Divisions
Navigate to Group Administration Divisions
Required fieldRequired field
Explorer view
Use caution when creating a division. Once you create a division:• You cannot delete it• You cannot change the organization.
Creating Divisions
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Creating an Organization
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Defining Organizations
Set Organization Flag to make a division an organization
Set flag
Organization appears in Explorer View
A division’s organization will be the organization of its parent division. In the event the parent division is null, the division’s organization will be the default organization.
Division’s Organization
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Creating an Organization
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Siebel Systems, Inc.Siebel 7 Essentials
Module 11: Creating an Organization 8 of 14
Defining Organizations Continued
Navigate to Group Administration Organizations
Required fields:Name, Currency
Explorer View
Optionally, you can define skills for your organization. For example, you can define language or product expertise skills. Organization skills can be used by Assignment Manager to assign work appropriately. You will learn about Assignment Manager later in the course.
Organization Skills
Use caution when creating organizations. Once you create an organization, you cannot delete it.
Creating Organizations
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Creating an Organization
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Siebel Systems, Inc.Siebel 7 Essentials
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Navigate to Group Administration PositionsCreate positions based on your reporting structure
Ask the question “Who needs to see what?”
Defining Positions
Explorer View
Required fields: Division, Position
Reporting relationship
Optionally, you can define skills for positions, for example, language or product expertise. Position skills can be used by Assignment Manager to assign work appropriately. You will learn about Assignment Manager later in the course.
Position Skills
Specify a parent position to set up a reporting relationship. Parent Position
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Creating an Organization
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Siebel Systems, Inc.Siebel 7 Essentials
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Navigate to Application Administration Responsibilities
Defining Responsibilities
1. Create responsibility
2. Associate views to responsibility
There are many predefined responsibilities provided as part of the Siebel seed data.
Predefined Responsibilities
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Creating an Organization
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Siebel Systems, Inc.Siebel 7 Essentials
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Defining Employees
Navigate to User Administration Employees to define employees
Required fields Associate one or more responsibilities
Associate one or more positions
Specify additional data for the employee
Optionally, you can define skills for your employees, for example, language or product expertise. Employee skills can be used by Assignment Manager to assign work appropriately. You will learn about Assignment Manager later in the course.
Employee Skills
Use this view to define other specific employee data, such as availability and skills.
Employees View
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Creating an Organization
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Siebel Systems, Inc.Siebel 7 Essentials
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All OpportunitiesMy Team’s Accounts
Position and Responsibility
There is no relationship between position and responsibility Employees are assigned:
One or more positionsOne or more responsibilities
Professional Services, Amsterdam
Division
Sales Manager
All Accounts
Positions
Responsibility
Views
Consultant 8Consultant 7
Siebel Applications Administration GuideReference
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Creating an Organization
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Summary
This module showed you how to:Define your company’s organizational hierarchy in the Siebel application
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Creating an Organization
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Siebel Systems, Inc.Siebel 7 Essentials
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Lab
In the lab you will:Create the ABC organization hierarchy
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Authenticating Users
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Module 12: Authenticating Users
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Authenticating Users
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Siebel Systems, Inc.Siebel 7 Essentials
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Module Objectives
After completing this module you will be able to:Describe the difference between authentication and Access Control Describe internal and external authentication and how each works in Siebel eBusiness applications
Why you need to knowTo effectively manage users across applications, you need to understand the available options for authentication
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Authenticating Users
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Siebel Systems, Inc.Siebel 7 Essentials
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Authentication and Access
Authentication:Determines and validates the user’s identityIs controlled inside or outside of the Siebel application
Access Control:Determines the resources available to an authenticated userIs controlled within the Siebel application by positions, responsibilities, organizations, user ID, and access groups
Siebel Authentication and Access Control Administration GuideReference
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Authenticating Users
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Siebel Systems, Inc.Siebel 7 Essentials
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Business Challenge: Validating Users
How are users identified and validated?
Siebel Applications
Validation
Employees
Customers
Partners
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Authenticating Users
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Siebel Systems, Inc.Siebel 7 Essentials
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Business Solution: Authentication
Authentication validates users before allowing them access to applications Performs two tasks
Collects credentials, such as user name and passwordVerifies credentials against a master source
Siebel Authentication and Access Control Administration GuideReference
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Authenticating Users
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Siebel Authentication Manager
Runs within the Siebel object managerVerifies credentials Establishes connection to Siebel database
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Authenticating Users
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Two Types of Authentication
Internal authentication:Verifies against the relational database (RDBMS) and Siebel application
Also known as database authentication External authentication:
Uses an external file (or directory) and security adapter to authenticate users
A security adapter is a plug-in to the authentication manager running within the Siebel object manager.
Security Adapter
A directory is an external data store containing information required to allow users to connect to the Siebel database.
Directory
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Authenticating Users
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Siebel Systems, Inc.Siebel 7 Essentials
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Credentials
Internal Authentication
Requires a database (RDBMS) login and password for each user Is the default for Siebel applicationsAuthenticates users accessing one or more Siebel applications
Siebel Object Manager
SWSE
Web Server
Browser
Siebel Database
Connect using DB account
Encrypt password
1. User provides
name and
password
2. Password may be encrypted to prevent direct database access
3. Connect to database
For example, employees may need access to Siebel Sales and Siebel Field service, and these applications use the same Siebel database.
Accessing Multiple Siebel Applications
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Authenticating Users
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Siebel Systems, Inc.Siebel 7 Essentials
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Example of Internal Authentication
Scenario: Joe is a new employee and requires access to Siebel Call Center Administration steps1. Database Administrator (DBA) creates RDBMS login and
password2. DBA grants user proper access rights3. System administrator creates Siebel employee record, which
defines login, position, and responsibility
The grantusr.sql script is provided as part of Siebel seed data. Modify this script accordingly to create database accounts for your users.
Creating Database Accounts
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Authenticating Users
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Siebel Systems, Inc.Siebel 7 Essentials
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Example of Internal Authentication Continued
User authentication steps 1. Joe enters credentials (login and password) in Siebel Call Center
login form 2. Joe’s login and password are verified in RDBMS3. Joe’s position and responsibility are determined in the Siebel
application4. Joe starts using Siebel Call Center
If Joe’s credentials are not validated in the RDBMS and Siebel application, he receives an error message at login
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Authenticating Users
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Siebel Systems, Inc.Siebel 7 Essentials
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External Authentication
Uses an external directory containing user credential and administrative information Allows for centralized management of user authentication across Siebel and non-Siebel applicationsCredentials
Siebel Object Manager
SWSE
Web Server
Browser
Connect using DB account
Security adapter
Authentication Service
Login
Retrieve DB account and
rolesDirectory
1. User provides
information
4. Connect to database
2. Verify credentials
3. Roles applied to user as Siebel responsibilitiesSiebel
Database
An authentication service is an external service that verifies a user’s credentials. It may be the same physical device as the directory, or it may be a separate device.
Authentication Service
The security adapter uses the user credentials provided by a user or supplied by an authentication service to retrieve the Siebel user ID, a database account, and optionally, a set of roles from the directory.
Security Adapter
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Authenticating Users
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Siebel Systems, Inc.Siebel 7 Essentials
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External Authentication Continued
Standard Siebel software provides prebuilt security adapters for LDAP and ADSI
Lightweight Directory Access Protocol (LDAP) is an open network protocol
LDAP security adapter allows Siebel applications to access standard LDAP directories
Active Directory Service (ADSI)ADSI security adapter allows Siebel applications to access Microsoft Active Directory
Refer to Siebel System Requirements and Supported Platforms for information on supported LDAP directories.
Supported LDAP Directories
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Authenticating Users
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Siebel Systems, Inc.Siebel 7 Essentials
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Example of External Authentication
Scenario: Mary is a new customer and needs access to Siebel eService Administration steps1. Enable eService to communicate with external directory by
updating parameters in eservice.cfg and eapps.cfgRestart Siebel Server to activate changes in eservice.cfgRestart Siebel Server and Web Server to activate changes in eapps.cfg
2. Update system preferences3. Activate user registration workflows
Activate the following user registration workflow processes: User Registration ProcessUser Registration SubProcessUser Registration Initial ProcessUser Registration Forgot Password Process
Workflow Processes
Set the following values:SecThickClientExtAuthent = TRUESecExternalUserAdministration = FALSE
System Preferences
Refer to the Siebel Authentication and Access Control Administration Guide for details on updating specific parameters in the application configuration and eapps.cfg files.
Parameters
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Authenticating Users
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Siebel Systems, Inc.Siebel 7 Essentials
Module 12: Authenticating Users 14 of 21
Example of External Authentication Continued
User authentication steps 1. Mary self-registers by providing credentials in Siebel HTML login
form 2. Credentials are verified against external LDAP directory3. Database account information and roles are passed back to
eService Object Manager4. Mary starts using Siebel eService
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Authenticating Users
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Benefits of External Authentication
From a user perspectiveAllows for login maintenance and self-registration Allows for Web Single Sign On
Ability to log in only once and access all applications within a Web site or portal
From an administration perspectiveReduces overhead by not having to maintain database logins and passwords for each and every user External directory can be used for other applications
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Maintaining Login Information
External authentication allows Web users to maintain their logininformation
Reduces burden on system administrator to maintain user login information
Click here to self-register
Enter user ID and password for authentication
Click here for forgotten password
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Web Single Sign On (Web SSO)
Allows users to log in once via the Web to access multiple applications at a given site
Siebel applications support Web Single Sign On by allowing users to provide one set of credentials for access to multiple applications
Authentication occurs at Web server level, not at application level
Credential collection and verification is external to Siebel applications
With Web SSO, users are given access to the specific applications to which they are entitled.
Access to MultipleApplications
In this type of implementation, users are authenticated by a third party at the Web site level. Siebel applications support Web SSO by providing an interface that allows the third party to pass user information to a Siebel application. Once authenticated by the third party, a user does not have to explicitly log in to the Siebel application. Web SSO allows deployment of Siebel applications into existing Web sites or portals.
Web SSO
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Web Single Sign On (Web SSO) Continued
Enable or disable on Siebel Web Server Extension (SWSE) by modifying the eapps.cfg and application.cfg files
Specify parameters in each eApp section or in [defaults] to apply
to all customer applications
Specify same parameters as in eapps.cfg
Values are Server or Header (default is Server). Set to Server if the variable is within the server environment context. Set to Header if the variable is within the HTTP request header context.
UserSpecSource
This is the variable name that specifies where the Web engine looks for the user’s username. The value, REMOTE_USER by default, is populated by the authentication mechanism.
UserSpec
Default is NULL. This is a shared secret between the SWSE and the security adapter. This setting must be the same on both the web engine (eapps.cfg) and in the application configuration file.
TrustToken
The Siebel Web Engine will operate in SSO mode when set to TRUE.SingleSignon
Siebel Web Client Administration GuideSiebel Authentication and Access Control Administration Guide
Reference
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Guidelines for Using Authentication
Requires no additional infrastructure components
Supports dynamic user registration
Limits number of database accounts on RDBMS
Database Authentication
Supports Web SSO
Offers centralized store for user credentials and roles
WebSSO
Security Adapter
Desired Deployment or Functionality
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Summary
This module showed you how to:Describe the difference between authentication and Access Control Describe internal and external authentication and how each works in Siebel eBusiness applications
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Lab
In the lab you will:Examine the results of internal (database) authenticationCreate a database account for a user
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Understanding Object Definitions Behind a Siebel Application
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Module Objectives
After completing this module you will be able to:Describe the major types of object definitionsDescribe the relationships between them
Why you need to knowEnables you to explore an existing application effectivelyEnables you to configure Siebel applications effectively
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Understanding Object Definitions Behind a Siebel Application
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Siebel Applications
Consist of:A reusable execution engineA configuration fileA repository file containing object definitions A set of physical user interface (UI) files that specify how to render the UI in the user’s browserA relational database that stores user data
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Physical UI files
Consist of:Siebel template filesCascading style sheetsImage files
Are provided by Siebel Systems as part of a standard Siebel applicationCan be modified as required by customers to satisfy corporate look-and-feel requirementsWill be discussed in detail in a later module
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Repository File
Contains object definitions that specify:Presentation of dataBusiness logicData storage
UI object definitions
Business object definitions
Data object definitions
Opportunity
Account
Product Contact
Account
Siebel Tools ReferenceReference
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Data Object Definitions
Data object definitions:Specify the logical structure of the data storageProvide a vendor-independent representation of the underlying physical relational database
Two principle data object definitionsTablesColumns
Columns
TableNAME PART_NUM VERSION
S_PROD_INT
Columns
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Business Object Definitions
Business object definitions specify the business logic for the applicationTwo principle business object definitions
Business component Business object
Business object
Business component
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Business Component
Represents one fundamental business entity in the enterpriseFor example: Service Request, Contact, Activity
References a base table Consists of multiple fields that characterize the business component
Many fields within the business component reference columns in the base table
Name Part # Version
NAME PART_NUM VERSION
Internal Product
S_PROD_INT
Fields
Columns
Business component
Base table
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Can include data from additional related tablesSome fields map to columns in these related tables
Represents a logical grouping of data from one or more tables
Name Vendor Location Cost
NAME
Internal Product
S_PROD_INT S_ORG_EXT S_PRI_LST_ITEM
Fields
Columns
Business component
Additionaltable
Base table
Business Component Continued
LOC STD_PRI_UNIT
Additionaltable
A business component can be thought of as a virtual database table spanning multiple real tables. It organizes the data in the way the user chooses to view the data and rather than by how it is organized for effective data storage.
Business Component
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Business Object
Represents a major functional area of the enterpriseFor example: account management
Is a collection of related business componentsAccount business object consists of accounts plus related opportunities, contacts, products, and so forth
Has one business component that serves as the master or driving business component
Quote
Account
Product Contact
AccountBusiness object (BO)
Business component
(BC)
Master BC provides focus for BO
The name of the business object is, by convention, the name of the master or driving business component.
Business Object
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Business Component Reuse
A business component can be: Defined once in terms of a logical collection of columns from one or more tables Then used in many different business object contexts
Account
Product Contact
Account
Quote
Contact
Product Account
Contact
Contact BC appears as child in Account BO
Contact BC appears as master in Contact BO
Quote
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UI Object Definitions
UI object definitions specify the content of the user interface with which the user interactsThree principle UI object definitions
ScreenViewApplet
Screen
ViewApplet
As mentioned earlier, the physical layout of the UI is determined by template and other files in the physical UI layer. There are additional object definitions (such as Web Page and Web Template) in the repository that reference the template files. In addition there are object definitions that relate views and applets to the template files. These object definitions also are par t of the UI object definitions. They will be discussed in a later module.
UI Object Definitions
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Applet Object Definition
Specifies a list or form that occupies a portion of a Siebel application windowReferences one business component whose data can be viewed and edited through the list or form
First Name Job Title Email Address
ContactBusiness component
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Applet Object Definition Continued
Consists of multiple list column or textbox control object definitions
Reference a field in the applet-referenced business component Specify how the data for the field is displayed in the list or form
First Name Job Title Email Address
ContactBusiness component
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View Object Definition
Specifies a view in a Siebel applicationReferences one business objectConsists of multiple applet object definitions
Each applet must reference a business component in that business object
Quote
Account
Product Contact
Account
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Screen
Screen
Screen Object Definition
Specifies a screen in a Siebel applicationIs associated with a major functional area of the enterprise
Consists of multiple view object definitions that usually reference the same business object
Administration screens are an exception
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Application Object Definition
Specifies a particular collection of screens available in a Siebel applicationConsists of multiple screen object definitions
Application
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Major Object Definitions
Are related to each other
Screen Application
BusinessComponent
BusinessObject
Table
ViewApplet
Field
List Column or Control
Column
1 or morecontained in
References
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Object Definitions
Are grouped into three layers with different subject matters andpurposesReference definitions in the next lower layer and are insulated from those in lower layers
Screen Application
BusinessComponent
BusinessObject
Table
ViewApplet
Field
List Column or Control
Column
UI Layer; defines content of the UI
Business objects layer; captures the business logic
Data objects layer; provides a logical view of the underlying database
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Siebel Applications
Are configured to meet customer requirements by using:An HTML editor to modify the template and other physical UI filesSiebel Tools to modify the object definitions
Physical UI files
UI Object Definitions
Business Object Definitions
Data Object Definitions
Configurable layers
Modified using HTML editor
Modified using Siebel Tools
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Summary
This module showed you how to:Describe the major types of object definitionsDescribe the relationships between them
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Lab
In the lab you will:Examine object definitions that support the Call Center application and the relationships between them
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Using Siebel Tools to Examine Object Definitions
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Module 14: Using Siebel Tools to Examine Object Definitions
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Module Objectives
After completing this module you will be able to:Describe the differences between object types and object definitionsUse Siebel Tools to examine parent and child object definitionsSearch for object definitions with a given property value
Why you need to knowEnables you to configure Siebel applications effectivelyEnables you to examine mappings that support bulk data transfer
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Object Definitions
Are data constructs that define elements of the:User interfaceBusiness logicData storage
Are stored in the Siebel repository, a subset of tables in the Siebel database that contains object definitionsAre examined, created, and edited using Siebel ToolsAre compiled into the repository file for a configured application
RepositoryData
Database
Tools output is input for object manager Configured
Application.srf
ApplicationObject ManagerTools
Application
Siebel Tools ReferenceReference
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Object Definition
Consists of a set of properties with assigned valuesIs created from a template called an object type
ViewName:Title:Inactive:
ViewName: Account List ViewTitle: My AccountsInactive: FALSE
Object type Object definition
The terms object type and object definition, as used here, should not be confused with similar terms (object, object class, object instance) found in object-oriented design and programming languages.
Object Terminology
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Object Definition Properties
Describe characteristics of the object definitionHave the following value types
User-defined namesNumerical valuesBoolean values (TRUE and FALSE)Siebel-defined constantsReferences to the names of other object definitions
FieldName: Account ProductsText Length: 500Read Only : FALSEType: DTYPE_TEXTColumn: PROD
Object definition
A property that references the name of another object definition must match the name exactly in spelling (spaces do count) and case. A value of Prod is not the same as PROD.
Referencing Names
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Examining Object Definitions
Use the Siebel Tools object list editor to display object definitions
Select an object type in the Object ExplorerObject definitions appear in the Object List Editor
Object Explorer
Object definition
Object List Editor
Property
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Siebel Tools User Interface
Differs from the Web clientAll data in a list applet can be selected for editingChanges made to an object definition are automatically saved when leaving the recordRight-clicking to invoke context-sensitive menu is supportedTool bar icons exist for common user operations
Record Navigation Query Sort Menu invoked by right-clicking on object definition
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Object Explorer
Displays by default a small set of the most commonly used object types
Use View Options and select the Object Explorer tab to add or remove object types from the Object Explorer
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Properties Window
Displays the object definition selected in the Object List Editor Open by selecting View Windows Properties WindowProperties are listed in alphabetical orderThe value is shown next to property name
Properties Window
Does not show Changed or Project properties
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Using Siebel Tools to Examine Object Definitions
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Hierarchy of Object Types
Some object types contain child object typesFor instance Business Component has Field child object type
Multiple levels of hierarchy
Object Explorer displays hierarchy
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Viewing Parent/Child Object Definitions
Select object types and definitions alternately to examine childobject definitions
2. Select parent object definition in OBLE
3. Select desired child object type (Control) in OE
4. View child object definitions for selected parent definition in lower pane of OBLE
1. Expand parent object type (Applet) in OE
Use Types tab 14
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Additional Navigation Techniques
Use these techniques to navigate in the Tools applicationDrill down on hyperlinksForward/Back buttonBookmarks
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Using Drilldown
Drill down on a hyperlink to navigate to that object definitionApplet to business componentBusiness component to table
Underlined in blue
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Using the Forward/Back Button
Use the back button to return to object definition last examinedUse the forward button to return to the current object definition
Forward and back
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Using Bookmarks
Use bookmarks to navigate directly to a specific object definition
Select the desired bookmark from the Bookmarks window
Add a new bookmark
Display or hide bookmark window
Bookmarks can serve very effectively as predefined queries.Bookmarks
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Using Siebel Tools to Examine Object Definitions
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Object Explorer: Flat Tab
Removes all hierarchy and shows all object types in a single listHelps developers:
Find a child object with an unknown parentSee how object definitions and properties are typically used
Parent object definitiondisplayed
Select any object type
in OE
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Repository Search
Use Search Repository to find multiple object types at onceLocate definitions regardless of object type or position in hierarchy
Select one or more
Double-click to navigate to
definition
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Using Siebel Tools to Examine Object Definitions
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Summary
This module showed you how to:Describe the differences between object types and object definitionsUse Siebel Tools to examine parent and child object definitionsSearch for object definitions with a given property value
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Note the convention used in the labs
Select Business Component > Account > Field > Account Role
Lab
In the lab you will: Use Siebel Tools to examine object definitions in the Siebel repositoryUse Siebel Tools to examine references between UI, business, and data object definitions
Parent object typein the OE
Child object typein the OE
Parent recordin the OBLE
Child recordin the OBLE
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Understanding the Siebel Data Model
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Module 15: Understanding the Siebel Data Model
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Understanding the Siebel Data Model
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Module Objectives
After completing this module you will be able to:Describe the purpose of the Siebel Data ModelDescribe the role of primary and foreign keys, indexes, and userkeysIdentify prominent tables in the Siebel Data ModelLocate foreign keys for different relationships
Why you need to knowEnables you to understand how data is accessed in existing Siebel applicationsEnables you to map your business logic to the Siebel Data ModelEnables you to configure the data layer as necessary for your implementationProvides information that will be important in addressing performance issues
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Understanding the Siebel Data Model
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The Siebel Data Model
Defines how the data used by Siebel applications is stored in a standard third-party relational data base
Specifies the tables and indexesIs designed to support the data requirements across Siebel eBusiness applications
BusinessComponent
BusinessObject
Table
Field
ColumnDefines how data storage is organized (makes up
the Data Model)
Defines the business logic
The Siebel Data Model has been extended for some industry applications to incorporate additional tables and columns specific to the industry application.
Data Model for Vertical Applications
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Understanding the Siebel Data Model
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Understanding the Data Model
In order to develop and install a Siebel application, you need to understand:
What data is stored in the Siebel databaseThe pieces that make up the Siebel databaseThe rules and policies for using those piecesThe consequences of those rules and policies
The pieces to understandTablesColumnsIndexesUser KeysPrimary and foreign keys
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Understanding the Siebel Data Model
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Siebel Data
Is stored in normalized tables in a relational databaseEach table has multiple columns storing single value data Data schema is organized to eliminate repeated storage of data
S_PROD_INT
RO
W_ID
NA
ME
PAR
T_N
UM
UO
M_C
D
Table
Columns (store single values only)
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Understanding the Siebel Data Model
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Primary Key
Is a column that uniquely identifies each row in a tableROW_ID serves as the primary key for Siebel database tables
Primary Key(PK)
S_PROD_INT
RO
W_ID
NA
ME
PAR
T_N
UM
UO
M_C
D
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ROW_ID
Is a column in every tableContains a Siebel-application-generated identifier that is unique across all tables and mobile users
Is the means by which Siebel applications maintain referential integrity
Database referential integrity constraints not usedIs managed by Siebel applications and must not be modified by users 15
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Understanding the Siebel Data Model
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Tables
Over 2000 tables in the databaseThree major types: Data, Interface, and Repository
EIM_PROD_INT
RO
W_ID
NA
ME
PAR
T_N
UM
UO
M_C
D
S_TABLER
OW
_ID
NA
ME
DE
SC_T
EX
T
TY
PE
AL
IAS
Interface Repository
S_PROD_INT
RO
W_ID
NA
ME
PAR
T_N
UM
UO
M_C
D
Data
The type of a table is specified by its Type property. Type
The database schema is created by the install.ksh script during the Siebel database server installation. Additional tables can be created by developers using Siebel Tools.
Creating the Schema
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Data Tables
Store the user dataBusiness dataAdministrative dataSeed dataTransaction data for mobile users
Are populated and updated: By the users through the Siebel eBusiness applications By server processes such as
Enterprise Integration Manager for bulk importing and exporting of dataAssignment Manager for automatic assignment of newly created records
Have names prefixed with S_ Are documented in the Siebel Data Model Reference
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Understanding the Siebel Data Model
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Prominent Data Tables
S_SRV_REQ
RO
W_ID
SR_N
UM
DE
SC_T
EX
T
RE
SOL
UT
ION
_CD
OW
NE
R_E
MP_ID
S_OPTY
RO
W_ID
BD
GT
_AM
T
NA
ME
STG
_NA
ME
PRO
G_N
AM
E
Prominent tables storing data for the major business entitiesService Request
Opportunity
S_PROD_INT
RO
W_ID
NA
ME
PAR
T_N
UM
UO
M_C
D
Internal Product
S_CONTACT
RO
W_ID
LA
ST_N
AM
E
FST_N
AM
E
MID
_NA
ME
Contact
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Interface Tables
Are a staging area for importing and exporting dataAre used only by the Enterprise Integration Manager server componentAre named with prefix EIM_Are documented in the Interface Tables Reference
Siebel Interface Tables ReferenceReference
Interface tables for the current release are prefixed with EIM_. Interface tables for the 6.x releases are prefixed with IF6_ to distinguish them from the current tables. Interface tables for earlier releases have a _IF suffix.
Naming Convention for Interface Tables
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Repository Tables
Contain the object definitions that specify one or more Siebel applications
Client application configurationUI, business, and object definitions
Mappings used for importing and exporting dataRules for transferring data to mobile clients
Are updated using Siebel Tools
The repository tables are populated by the imprep.ksh script during the database server installation.
Populating the Repository Tables
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Columns
Each table has multiple columns to store user and system dataDefined by the Column child object definitions
Columns determine the data that can be stored in that table
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Column Properties
Important properties of columnsProperties of existing tables and columns should not be edited
Understanding these properties is importantDetermines the size and type of data that can be stored in a columnLimits proposed modifications to a standard application
Non-null value required when importing data
Can NULL be stored in column?
Value assigned to all new records
Identifies type and size of data
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System Columns
Exist for all tables to store system dataAre maintained by Siebel applications and tasks
Can be viewed from Help About Record
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User Key
Specifies columns that must contain a unique set of valuesPrevents users from entering duplicate recordsIs used to determine the uniqueness of records during data import operationsCannot be edited
Not all columns in a user key may be required
Customers cannot modify user keys. The information about the user keys for a table has been incorporated into data that support EIM and remote synchronization. In addition there is a predefined index (see next slide) based on the Siebel-defined user key.
User Keys
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Understanding the Siebel Data Model
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Index
Is a separate data structure that stores a data value for a column and a pointer to the corresponding row
Are used to retrieve and sort data rapidlyCan be created by configurators (to produce a custom index)Should be inspected to assess performance issues for query and sort operations
Sequence affects the sort order in
business components
_P: index based on primary key
_U: index based on a user key
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Understanding the Siebel Data Model
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Relationships Between Tables
Siebel database tables are related to one anotherUnderstanding the relationships between tables is important to implementing your business logic
S_ASSETR
OW
_ID
ASSE
T_N
UM
MFG
D_D
T
SER
IAL
_NU
M
S_PROD_LN
RO
W_ID
NA
ME
DE
SC_T
EX
T
1:M relationshipM:M relationship
S_PROD_INT
RO
W_ID
NA
ME
PAR
T_N
UM
UO
M_C
D
AssetProduct Line
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Foreign Key Table Columns
Are columns in a table that refer to the primary key column of arelated (parent) table
Are named with suffix _IDCapture relationships between Siebel database tablesAre maintained by Siebel applications and tasks to ensure referential integrity and should never be updated directly usingSQL
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1:M Relationships
Are captured using foreign key table columns in the table on the many side of the relationship
S_ASSET
RO
W_ID
ASSE
T_N
UM
MFG
D_D
T
MID
_NA
ME
S_PROD_INT
RO
W_ID
NA
ME
PAR
T_N
UM
UO
M_C
D
PRO
D_ID
Foreign key column for the 1:M Product Asset
relationship
Since an product could have many assets (product instances) associated with it, a foreign key column cannot be located in the S_PROD_INT table. It might then have to contain multiple ROW_IDs which would violate the basic rule of a single value for a column.
Foreign Key Columns
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Finding Foreign Keys for 1:M Relationships
Inspect the Foreign Key Table property in a Column object definition to determine the column that serves as the foreign key
Foreign key column for the 1:M Asset Product
relationship
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M:M Relationships
Are captured using foreign key table columns in a third table called the intersection table
S_PROD_LN_PROD
RO
W_ID
PRO
D_L
N_ID
PRO
D_ID
S_PROD_LN
RO
W_ID
NA
ME
DE
SC_T
EX
T
S_PROD_INTR
OW
_ID
NA
ME
PAR
T_N
UM
UO
M_C
D
Intersection table for M:M Product Product Line
relationship
An intersection table must be used for a M:M relationship since a foreign key column cannot be located in either of the base tables. Siebel Systems refers to this type of table as an intersection table. In other parts of the database world this type of table is also known as an association or correlation table.
Intersection Tables
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Finding the Intersection Table
Certain configuration and administration activities may require determining the intersection table that supports a M:M relationshipTo locate an intersection table execute the following query in Siebel Tools
Intersection table
Parent tables
Use the following steps to execute the query:1. Select the Flat tab in the Object Explorer and then select the
Column object type.2. Rearrange the columns in the OBLE to display Parent Table,
Name, Foreign Key Table, and User Key Sequence at the beginning of the applet.
3. Execute a query for which [User Key Sequence] = 1 or 2 and [Foreign Key Table] = S_CONTACT or S_EVT_ACT.
4. Sort the results by Parent Table.5. Look for a Parent Table that appears in two adjacent rows where
the Foreign Key Table is S_CONTACT in one row and S_EVT_ACT in the other row.
Query
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1:1 Extension Table
Is a special table that has a 1:1 relationship with a base tableForeign key for the relationship:
Is located in the extension tableIs named PAR_ROW_ID
Provides additional columns for business components referencing the base table
A base and extension table can be considered as a single logicaltable
S_PROD_INT
RO
W_ID
NA
ME
PAR
T_N
UM
UO
M_C
D
S_PROD_INT_X
RO
W_ID
PAR
_RO
W_ID
AT
TR
IB_39
Stores the Stock Level field
Extension tableBase table
A row in an extension table is created only if there is data to store in one of its columns. For example, a new product record that does not have a value for the Stock Level field would create a row in the base table but not in the extension table.
Rows in Extension Tables
The ROW_ID for a row in a 1:1 extension table is, by convention, the same as that of the related row in the base table, and is an exception to the general rule that ROW_IDs are unique across all tables. There is no guarantee this convention will continue in future releases.
ROW_ID
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Module 15: Understanding the Siebel Data Model 25 of 29
1:1 Extension Table Continued
Are used:To provide flexibility for both Siebel engineering and customer use
Known as standard 1:1 extension tablesTo support multiple business components referencing the S_PARTY table (discussed in next module)
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Understanding the Siebel Data Model
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Module 15: Understanding the Siebel Data Model 26 of 29
Standard 1:1 Extension Tables
Prebuilt for many major tablesHave the name of the base table with suffix _X
Contain 40 plus generic columns of varying typesStore additional fields for business components beyond those mapped to the base table
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Understanding the Siebel Data Model
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Module 15: Understanding the Siebel Data Model 27 of 29
Generate a Table Report
To produce a report that summarizes the important details about a table for reference
In Tools, run a query to select the tables of interestReport will include all tables displayed in the Object List Editor
Select Report→Tables to generate a detail report on the columns and indexes
Make sure that Table is selected in the Object Explorer
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Understanding the Siebel Data Model
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Module 15: Understanding the Siebel Data Model 28 of 29
Summary
This module showed you how to:Describe the purpose of the Siebel Data ModelDescribe the role of primary and foreign keys, indexes, and userkeysIdentify prominent tables in the Siebel Data ModelLocate foreign keys for different relationships
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Understanding the Siebel Data Model
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Module 15: Understanding the Siebel Data Model 29 of 29
Lab
In the lab you will:Examine tables, columns, indexes, and user keys that make up the Siebel Data ModelDetermine the form of relationships between tables in the SiebelData Model
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Understanding the Siebel Data Model
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The Siebel Data Model: Party Business Components
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Siebel Systems, Inc.Siebel 7 Essentials
Module 16: The Siebel Data Model: Party Business Components
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The Siebel Data Model: Party Business Components
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Module 16: The Siebel Data Model: Party Business Components 2 of 22
Module Objectives
After completing this module you will be able to:Identify tables used for storing data about personsIdentify tables used for storing data about organizationsDescribe the role of S_PARTY and its extension tables
Why you need to knowEnables you to configure business components related to access controlEnables you to import Access Control data properly and populate the desired tables
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The Siebel Data Model: Party Business Components
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Module 16: The Siebel Data Model: Party Business Components 3 of 22
Party
Refers to instances of entities that have access to recordsPerson-related entitiesOrganization-related entitiesGroupings created for access to master data
Allows for grouping of instances of different types of entities
Contact
Employee
User
Partner
Person-related entities
Account
Position
Division
Organization
Organization-related entities
User List
Access Group
Grouping for access control
Authentication and Access Control Administration GuideReference
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The Siebel Data Model: Party Business Components
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Module 16: The Siebel Data Model: Party Business Components 4 of 22
Topics For This Module
How person-related data is storedHow organization-related data is storedHow party business components use the S_PARTY table
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Module 16: The Siebel Data Model: Party Business Components 5 of 22
Person
Represents anyone associated with a Siebel applicationMay be someone:
Using the applicationEmployee at a company that deployed a Siebel applicationIndividual at a channel partnerCustomer logging in to the Web site
Referred to in the applicationIndividual external to your company associated with the businessprocess
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The Siebel Data Model: Party Business Components
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Module 16: The Siebel Data Model: Party Business Components 6 of 22
Person-Related Business Components
Store their main data in S_CONTACTMay store additional data in S_USER and S_EMP_PER
Serve as logical extension tables
S_USER
RO
W_ID
LO
GIN
PASSW
OR
D
S_CONTACT
RO
W_ID
LA
ST_N
AM
E
FST_N
AM
E
MID
_NA
ME
Logical extension table to store user specific data
Stores majority of person-related data
S_EMP_PER
RO
W_ID
HIR
E_D
T
EX
P_APPR
_LM
T
Logical extension table to store employee-specific data
`
In Siebel 7 applications, the types of person entities have been arranged hierarchically. A Person is anyone with a record in the S_CONTACT table. A Contact is a Person with a “Contact Team.” A User is a Contact that can log in (that is, has a User ID), and an Employee is a User that has the EMP_PER flag set in the S_EMP_PER table.
Persons
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The Siebel Data Model: Party Business Components
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Module 16: The Siebel Data Model: Party Business Components 7 of 22
Person-Related Business Components Continued
Multiple business components use these tables
S_USER
RO
W_ID
LO
GIN
PASSW
OR
D
S_CONTACT
RO
W_ID
LA
ST_N
AM
E
FST_N
AM
E
MID
_NA
ME
S_EMP_PER
RO
W_ID
HIR
E_D
T
EX
P_APPR
_LM
T
Last Name Work Phone #
Consumer
Last Name Login Name Hire Date
Employee
WO
RK
_PH_N
UM
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The Siebel Data Model: Party Business Components
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Module 16: The Siebel Data Model: Party Business Components 8 of 22
User-Responsibility (M:M) relationship uses the S_PER_RESP intersection table
Any user can be granted a responsibility
Relationships for Responsibility
S_CONTACT
RO
W_ID
LA
ST_N
AM
E
FST_N
AM
E
MID
_NA
ME S_PER_RESP
RO
W_ID
PER
_ID
RE
SP_ID
S_RESPR
OW
_ID
NA
ME
DE
SC_T
EX
T
BU
_ID
Stores responsibilities
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The Siebel Data Model: Party Business Components
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Module 16: The Siebel Data Model: Party Business Components 9 of 22
Organization-Related Data
Represents any business enterprise associated with a Siebel application
The company or part of the company deploying the Siebel application (division, organization)An external company that purchases your products (account)A partner company that assists you in your business (channel partner)
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Module 16: The Siebel Data Model: Party Business Components 10 of 22
S_BU
RO
W_ID
NA
ME
BU
_FLG
Organization-Related Business Components
Store their main data in S_ORG_EXTMay store additional data in S_BU
S_ORG_EXT
RO
W_ID
NA
ME
LO
C
INT
_OR
G_FL
G
PRT
NR
_FLG
=‘Y’ for Internal Division or Organization
=‘Y’ for Channel Partner
Logical extension table to store organization name
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The Siebel Data Model: Party Business Components
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Module 16: The Siebel Data Model: Party Business Components 11 of 22
Organization-Related Business Components Continued
Multiple business components use these tables
S_ORG_EXT
RO
W_ID
NA
ME
LO
C
INT
_OR
G_FL
G
S_BU
RO
W_ID
NA
ME
BU
_FLG
Name Internal Org Flag Organization BU Name
Organization
Name Location
Account
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The Siebel Data Model: Party Business Components
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Module 16: The Siebel Data Model: Party Business Components 12 of 22
S_BU Table
Permits indexing on Organization nameSupports organizational visibility
S_ORG_EXT
RO
W_ID
NA
ME
LO
C
INT
_OR
G_FL
G
S_BU
RO
W_ID
NA
ME
BU
_FLG
Part of S_BU_U1 index
While there are only a few additional columns in the S_BU table, storing Organization information in this separate table allows organizations to be identified solely by their name. Other entities such as Accounts are identified by their name and location.
S_BU Table
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The Siebel Data Model: Party Business Components
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Module 16: The Siebel Data Model: Party Business Components 13 of 22
Single-Organization Visibility
Is implemented by the BU_ID foreign key column in the table for a single-organization business component
S_CONTACT
RO
W_ID
LA
ST_N
AM
E
FST_N
AM
E
BU
_ID
MID
_NA
ME
Example of a single-organization table
S_BUR
OW
_ID
NA
ME
BU
_FLG
Remember these business components have records that can be assigned to one and only one organization. Some examples are contacts, service requests, and positions.
Single-OrganizationBusiness Components
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The Siebel Data Model: Party Business Components
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Module 16: The Siebel Data Model: Party Business Components 14 of 22
Multi-Organization Visibility
Is implemented by an intersection table between S_BU and the table for the multiple-organization business component
Intersection tables for organization have a _BU suffix
S_PRI_LST
RO
W_ID
NA
ME
PRI_L
ST_C
D
BU
_ID
EFF_ST
AR
T_D
T
S_PRI_LST_BU
RO
W_ID
PRI_L
ST_ID
BU
_ID
Example of a multiple-organization table
S_BUR
OW
_ID
NA
ME
BU
_FLG
Price List
Such business components have records that can be assigned to one or more organizations. Some examples are accounts, opportunities, and products.
Multi-Org Business Components
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The Siebel Data Model: Party Business Components
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Module 16: The Siebel Data Model: Party Business Components 15 of 22
Party Business Components
Consist of business components that represent people and organizational units
AccountContactUserOrganizationEmployeePositionHouseholdAnd so forth
Reference the S_PARTY table
A way to think of party is that it is an abstraction of the business components that own records.
Party
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The Siebel Data Model: Party Business Components
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Module 16: The Siebel Data Model: Party Business Components 16 of 22
S_PARTY Table
Serves as the base table for all party business componentsStores the party name and party type
Has multiple extension tables that store the business data for the party business components
S_PARTY
RO
W_ID
NA
ME
PAR
TY
_TY
PE_C
D
PAR
TY
_UID
S_CONTACT
RO
W_ID
LA
ST_N
AM
E
FST_N
AM
E
PAR
_RO
W_ID
MID
_NA
ME
S_ORG_EXT
RO
W_ID
NA
ME
LO
C
INT
_OR
G_FL
G
PAR
_RO
W_ID
Party Name Last Name Login Name
User
The following are examples of the party type: organization, household,person,position, user list, and access group.
PARTY_TYPE_CD
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The Siebel Data Model: Party Business Components
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Module 16: The Siebel Data Model: Party Business Components 17 of 22
Party
Includes business components that represent groupings of party instances
User List: grouping of UsersAccess Group: grouping of Access Group Members
Can contain only non-person party entities such as organizations, divisions, and positions
S_PARTY
RO
W_ID
NA
ME
PAR
TY
_TY
PE_C
D
PAR
TY
_UID
Party Name Party Type Code
User List
An Access Group allows for ad-hoc groupings of non-person groups.Access Group
A User List allows for ad-hoc groupings or persons of all types (employees, contacts, and so forth).
User List
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The Siebel Data Model: Party Business Components
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Module 16: The Siebel Data Model: Party Business Components 18 of 22
S_PARTY_PER
Is an intersection table that relates two instances of partiesUsed to implement relationships between
User Lists and UsersEmployees and PositionsAccess Groups and Members
S_PARTYR
OW
_ID
NA
ME
PAR
TY
_TY
PE_C
D
PAR
TY
_UID
S_PARTY_PER
RO
W_ID
PAR
TY
_ID
PER
SON
_ID
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The Siebel Data Model: Party Business Components
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Module 16: The Siebel Data Model: Party Business Components 19 of 22
S_PARTY Overview
S_PARTY and its extension tables are used to store data for many business components
S_PARTYRO
W_ID
PAR
TY
_TY
PE_C
DPA
RT
Y_U
ID
S_CONTACT S_USER S_EMP_PER
S_POSTN
S_BUS_ORG_EXT
Sample of S_PARTY extension tables
Organization-related tables
Person-related tables
NA
ME
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The Siebel Data Model: Party Business Components
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Module 16: The Siebel Data Model: Party Business Components 20 of 22
Relevance in Subsequent Activities
Configuring business componentsAll person-related business components use S_CONTACTAll organization-related business components use S_ORG_EXTOver 100 party-related business components reference S_PARTY but store their data in one of many S_PARTY extension tables
Importing data for party-related business componentsMust populate columns in S_PARTY table in addition to tables that store the data of interest to users
Importing data for business components related to organizationsFor single-organization data, must populate BU_IDFor multi-organization data, must populate the corresponding intersection table
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The Siebel Data Model: Party Business Components
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Module 16: The Siebel Data Model: Party Business Components 21 of 22
Summary
This module showed you how to:Identify tables used for storing data about personsIdentify tables used for storing data about organizationsDescribe the role of S_PARTY and its extension tables
16
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The Siebel Data Model: Party Business Components
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Module 16: The Siebel Data Model: Party Business Components 22 of 22
Lab
In the lab you will:Examine how Access Control business components store data in the person and organization tablesExamine how business components reference the S_PARTY table
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The Configuration Process
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Module 17: The Configuration Process
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The Configuration Process
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Module 17: The Configuration Process 2 of 25
Module Objectives
After completing this module you will be able to:Explain the process of configuring a Siebel applicationList the critical elements of the Siebel configuration strategySet up the Siebel developer environment
Why you need to knowUnderstanding the configuration process is critical to carrying out a successful configurationFollowing a reasonable configuration strategy can expedite your configuration efforts and make your configured application robust and upgradeable
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The Configuration Process
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Module 17: The Configuration Process 3 of 25
Siebel Applications
Siebel standard applications include a defined set of screens, views, lists and forms, and their associated templates
Siebel Tools ReferenceReference
17
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The Configuration Process
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Tailoring the Logical User Interface
Developers tailor the standard Siebel screens, views, lists, forms, and templates to better support users’ business needs
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Tailoring the Physical User Interface
Use the existing physical UI files whenever possibleWhen necessary, copy existing files and modify as needed
Modify Siebel template files to change layoutUse an HTML or text editor
Modify cascading style sheets to change colors, fonts, and so onUse a text editor
Modify, add, or replace image files to make your organization’s images available to the application
Create or modify these files using an appropriate graphics program
17
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The Configuration Process
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Module 17: The Configuration Process 6 of 25
Account
Product
Service Request Action
Siebel Business Entities
Siebel standard applications utilize a set of Siebel business components that implement a defined business logic
Contact
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Tailoring the Business Logic
Developers also tailor the application by modifying the definitions of the business components to implement the business logic appropriate to the users’ organization
Modify form of the relationship
Add fields
Modify properties of existing fields
Account
Product
Service Request ActionContact
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Module 17: The Configuration Process 8 of 25
Extending the Data Layer
Siebel standard applications contain a defined set of database tablesDevelopers can tailor the application by extending the set of database tables in a limited and controlled manner
S_CONTACT
RO
W_ID
LA
ST_N
AM
E
FST_N
AM
E
MID
_NA
ME
S_CONTACT2_XR
OW
_ID
LA
ST_N
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The Configuration Process
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Configuring a Siebel Application
Configuring is the process of modifying a standard Siebel application using Siebel Tools to meet business needsObject definitions are edited and created
Developers do not modify code in siebel.exeDevelopers do not write SQL directly
RepositoryData
Database
Tools output is input for object manager
Configured Application
.srf
ApplicationObject Manager
ToolsApplication
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Configuration Strategy
Make minimal changes to the standard applicationDecreases the possibility of unexpected interactions
Use existing object definitions in the standard repository whenever possible
Ensures that a new configuration can be upgraded with minimal effortModify definitions as required rather than creating new ones
Creating new object definitions can lead to redundant configurationDo not delete seemingly-unused object definitions
Other object definitions might reference themUse existing template files
Modify where necessaryModifying a template for one view or applet can have unexpected consequences if another view or applet uses the same template
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Configuration Strategy Continued
Plan your configuration project from the top downFirst, determine what the UI and application will do when you have finishedThen, determine what changes to the business objects layer this will requireFinally, determine what changes you must make to the data layer
Make as few as possible
Make the changes from the bottom upFirst, edit the data layer definitions (if necessary)Then, edit the business object layer definitions as requiredFinally, edit or create the templates and UI layer definitions to display the data correctly
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Create a Separate Development Environment
To isolate the development effort from the enterprise’s production database, set up a development environment Each developer or group can work on a different aspect of the development effort
Use Siebel-supplied mechanisms to separate the development effort into projects
Test all customization and extensions thoroughly in this environment before deploying to end users
Server Machine DeveloperWorkstation
DeveloperWorkstation
DeveloperWorkstation
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Develop on the Local Repository
Always make changes to the object definitions in the local repository
Cannot undo or back out changes when made directly on the serverChanges made directly on the server are immediately available toother developers
Incomplete changes on the server will cause problems
Use Siebel-supplied mechanisms to copy definitions between server and local databases
ServerMachine
DeveloperWorkstationMaster
RepositoryLocal
Repository
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Set Up a Developer
To set up a developer as a configurator:
Install appropriate server and client software (as in Module 6)Install and verify the Tools clientCreate the developerCreate a database user loginGenerate the local database templateExtract the local databaseInitialize the local databasePopulate the local database ODBC
Special type of Siebel client
Enterprise Server
DatabaseServer
Siebel Server
Component
Gateway Server
Tools Client
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Install Tools Client
Use the seatools installation program to install the Tools program and set up ODBC data sourcesExample:
SERVER01
C:\sea701\tools
HQ\SVR2\c:\siebfile
Destination Directory:
Siebel Remote Server:
File System:
SERVER02
siebeldb
Database Machine Name:
Database/Tablespace:
D1
SSD Local Db c:sea701/tools
ODBC User Data sources
SSD c:/sea701/tools
Tools Client
The default name of the database created in the pre-installation steps, that will contain the Siebel tables.
“siebeldb”
The name of the server on which the database software is installed.“SERVER02”
Should be the directory that was created and shared in the pre-installation tasks.
File System
The name of the server on which you installed the Siebel Server.“SERVER01”
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Verify Tools Client
Inspect directory and SSDsetup.log file (in the Tools directory)Verify application launch and database connection
Example:
ODBC data source for the server database
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Create the Developer
Add the developer as an employee and associate a position and responsibilityRegister the developer as a mobile client
Siebel Remote and Replication Manager Administration GuideReference
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Create a Database User Login
Create a corresponding database login using RDBMS tools and the grantusr.sql script as a templateExample:
Applications Administration GuideReference
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Generate the Local Database Template
Run the Generate New Database server task to generate a local database template
Snapshot of the current database schema version
Siebel Remote and Replication Manager Administration GuideReference
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Extract the Local Database
Run the Database Extract server task to extract user data
Siebel Remote and Replication Manager Administration GuideReference
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Initialize the Local Database
Synchronize from the Tools client to create the local database (sse_data.dbf) and populate it with user data
Siebel Remote and Replication Manager Administration GuideReference
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Populate the Local Database
Use Siebel Tools to copy repository data from the server database to the local database
Local Database
ToolsClient
DatabaseRepository
Data
Server Database
Applications Administration GuideReference
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Server Machine DeveloperWorkstation
DeveloperWorkstation
DeveloperWorkstation
Additional Developers
For each additional developer1. Create the developer2. Create a database user login3. Extract the local database4. Initialize the local database5. Populate the local database
Master Local Local Local 17
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Summary
This module showed you how to:Explain the process of configuring a Siebel applicationList the critical elements of the Siebel configuration strategySet up the Siebel developer environment
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Lab
In the lab you will:Set up an employee as a developerExtract a local database for the developerPopulate the developer’s local database with repository data
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Managing Object Definitions
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Module 18: Managing Object Definitions
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Managing Object Definitions
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Module Objectives
After completing this module you will be able to:Explain the role of projectsManage object definitions using:
Check OutCheck InLock projects locally
Why you need to knowChecking projects in and out is a critical part of your configuration effortAllows multiple developers to work together on a configuration effort
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Managing Object Definitions
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Projects
Are named sets of object definitions in a repositoryOnly one version of a project exists in a repository at a time
Are a mechanism to organize object definitions so that a single developer can exclusively work on them as a group
Contact User List Applet
Repository
Admin
Client
Product
Contact User Creation View
Client
Parent Node
Node List Applet
Internal Product
Internal Product Attachment
Component Product
Equivalent Product
Siebel Tools ReferenceReference
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Managing Object Definitions
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Projects Continued
A standard Siebel application is delivered with a large number of existing projectsNew projects can be created by
Selecting the Project object type and Creating a new record in the Object List Editor
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Managing Object Definitions
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Assigning Object Definitions to Projects
Every object definition must belong to one, and only one, project:
A Siebel-supplied projectA user-created project
A top-level object definition has a Project propertyChild object definitions belong to the parent project
Child object definitionshave no Project
property
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Managing Object Definitions
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Viewing Object Definitions by Project
View object definitions in a project using the Project drop-down list
Displays the object types for which there are object definitions in the selected projectSelect **All Projects** at the top of the list to see all projectsProject drop-down
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Managing Object Definitions
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Repositories
Master copy of repository resides on server databaseStores tested object definitions for complete developer team
Each developer has copy of the repository on local developer (client) workstation
Developers perform all editing on their local repository
Server Machine DeveloperWorkstation
DeveloperWorkstation
DeveloperWorkstation
Master Local
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Managing Object Definitions
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Copying Projects
Object definitions in one or more projects can be copied From the server to the local developer repository (Get, Check Out)From the local developer repository to the server (Check In)
Overwrites the version in the destination repository
Server Local
Project
Get, Check Out
Check In
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Managing Object Definitions
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Getting Projects
Use Get to populate a newly-initialized local database with a copy of all projects in the server repositoryUse Get to refresh a read-only project in a local repository
Need object definitions modified by other developers to update your local copy
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Managing Object Definitions
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Check Out
Use Check Out to modify object definitions in a projectCheck Out:
Copies all object definitions in project on server to local databaseLocal copy of project is overwritten by server version
Locks project on server repositoryPrevents other developers from modifying that project
Locks the project in the local repositoryPermits developer to make changes to object definitions in that project
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Managing Object Definitions
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Check Out Continued
Use Check Out to copy projects from the server to the local repository
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Managing Object Definitions
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Check In
Use Check In when object definitions in project have been edited and testedCheck In:
Copies object definitions from local repository to server repositoryReplaces versions of checked out object definitions with new versions and unlocks projects
Can also check in object definitions in newly-created projectsReleases locks on both server and local copies of project
Maintain Lock leaves project locked for further local modification by current developer
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Managing Object Definitions
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Check In Continued
Use Check In to copy projects from the local to the server repository
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Managing Object Definitions
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Project Differences
Use Project Differences to view details of changes made to checked-out projects prior to checking them in
Detect mistakes or omissions before changes are committed to server repository
Invoke using Diff button in Check In window
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Managing Object Definitions
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Canceling Check Out
Discards changes made to checked-out project if:Changes are no longer requiredLocal project has become corrupted
To cancel check out of a projectCheck out project from server again
Replaces modified object definitions in local repository with original version from server repositoryRepeating check out is permitted for person who last checked outproject
Then check in project to unlock project on both local and serverrepositories
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Undo Check Out
Use Undo Check Out to release lock on a project on the server without checking in edited object definitions
Makes original project available to another developerCan be followed by Get project to restore original object definitions in local database
Alternate way to cancel check out
Undo Check Out:Releases lock on serverRetains lock on local database
Developer can continue to modify object definitions but will not be able to check them in to server
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Locking Projects
You can directly lock and unlock projectsin the current repository (local or server)
Set Locked property directly
Use Tools Lock Project
You can select the **My Locked Projects** entry in the Project drop-down to display only those projects you have locked (either by checking them out or locking them directly).
Project Drop-Down
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Locking Projects Locally
Consider when:Prototyping your ideas without preventing other developers from checking out the projectIntending to discard (rather than save) your work
Allows developer to make and test modifications locallyPrevents developer from checking them in to server repository
Server Machine DeveloperWorkstation
DeveloperWorkstation
DeveloperWorkstation
Master Local
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Locking Projects on the Server
Prevents developer from undoing the changes and restoring the original definitionsAllows other developers to get object definitions in an incomplete, inconsistent, and untested stateSiebel Systems recommends that developers never directly lock projects on the server Always use Check Out and modify the object definitions locally
Server Machine DeveloperWorkstation
DeveloperWorkstation
DeveloperWorkstation
Master Local
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Summary
This module showed you how to:Explain the role of projectsManage object definitions using:
Check OutCheck InLock projects locally
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Lab
In the lab you will:Explore how projects work in Siebel Tools
Check out a project from the server
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Managing Object Definitions
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