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Creating and Updating the SIEBEL.HTML File

The SIEBEL.HTML file is the data interface between the Siebel application and Microsoft Word. During the document generation process, the Document Server exports merge data into the SIEBEL.HTML file. Microsoft Word then reads this file and inserts the data into the merge fields in the correspondence template.

When you create correspondence templates, the SIEBEL.HTML file that you generate from a blank template is used as the data source file, determining which merge fields can be added to the correspondence template.

Figure 1 shows a portion of a SIEBEL.HTML file. The column headers represent database fields and the cells contain the values of those fields for the mostly recently generated correspondence.

Administrators can augment the set of merge fields available using Siebel Tools. For information, see Configuring Additional Merge Fields For Correspondence Templates.

The SIEBEL.HTML file is not installed (out of the box). It is created in the \REPORTS directory the first time correspondence is generated.

Figure 1. Part of the SIEBEL.HTML File

Creating or updating the SIEBEL.HTML file should be carried out in the following situations:

• By the administrator before correspondence templates are created for the first time (in order to create the SIEBEL.HTML file).
• By end users who use disconnected Siebel Mobile Web Clients and want to create personal correspondence templates on their local machines (in order to create the local SIEBEL.HTML file).
• By the administrator after additional merge fields have been configured. (See Configuring Additional Merge Fields For Correspondence Templates.)

This task is a step in Process of Setting Up and Using Correspondence.

To initially create (or update) the SIEBEL.HTML file by generating a blank correspondence template

1. In Microsoft Word, create and save a blank document.
2. Navigate to the Correspondence screen > Personal Templates view.
3. In the Templates list, create a new record and, in the Template field, specify the blank correspondence template that you created in Step 1.
4. On the link bar, click My Correspondence Requests.
5. In the Correspondence list, create a new record.
6. In the Template field, select the template record that you created in Step 3.
7. Click Generate.

   The SIEBEL.HTML file that is created in the \REPORTS directory contains all the database columns that are for use as merge fields.