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Summary of Applications Administration Tasks

Table 5 summarizes the additional application administration tasks necessary to set up various Siebel Business applications and optional modules.

Table 5. Application Administration Tasks
If You Want to
You (May) Need to Perform
For More Information, See

Use any base application (for example, Siebel Sales or Siebel Call Center)

Initial Setup tasks.

Initial Setup

Ongoing administration tasks.

Ongoing Application Administration Tasks

Control access to views or data

Establish a strategy for controlling access to views and data:

  • Establish the business environment (such as organizations, divisions, territories)
  • Add employees
  • Assign responsibilities to employees

Security Guide for Siebel Business Applications

Launch a global deployment

Locale and language administration tasks.

Setting Up Locales

Setting Up Languages

Global Deployment Guide

Manage global accounts

Account administration tasks: Set up global account hierarchies.

Global Accounts

Use Application Services Interfaces (ASIs) for accounts, contacts, or households

Set up Web services and activate workflows for the ASIs.

Integration Using ASIs

Create catalogs for data, including products

Create catalogs for products, literature, solutions and auctions.

Siebel eSales Administration Guide

Use Correspondence, Presentations, and Proposals functionality

Set up the Siebel Document Server, and create templates.

Siebel Correspondence, Proposals, and Presentations Guide

Manage content with Content Center

Set up a staging environment, set up content objects and workflows, and set up content types.

Siebel Content Publishing Guide

Manage a microsite

Microsite administration tasks.

Siebel Content Publishing Guide

Use the calendar to set up resources, such as conference rooms, equipment, and projectors

Calendar administration tasks.


Use Assignment Manager to automatically assign tasks to appropriate users

Create skills and other criteria.

Siebel Assignment Manager Administration Guide

Use Siebel Marketing

Marketing administration tasks.

Siebel Marketing Installation and Administration Guide

Manage lists of prospects, contacts, accounts, positions, and employees

List Management tasks.

Siebel Marketing User Guide and Global Target List Management

Use Competency Management System

Skills and competencies administration tasks.

NOTE:  These are different skills than those used by Assignment Manager.

Siebel Performance Management Guide

Use Time Sheets and Expense Reports

Time Sheet and Expense Report setup tasks, such as creating work types.

Siebel Professional Services Automation Guide

Manage Service schedules, Service Assets, Warranties

Service administration tasks.

Siebel Field Service Guide

Manage orders and the order process

Order administration tasks.

Siebel Order Management Guide

Applications Administration Guide