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Configuring Siebel Business Applications
What's New in This Release
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Architecture of Siebel Business Applications
About Siebel Objects
About the Siebel Object Architecture
Overview of the Physical User Interface Layer
Overview of the Logical User Interface Object Layer
Overview of the Business Object Layer
Overview of the Data Objects Layer
Hierarchy of Object Types and Relationships
About Classes in Siebel Tools
About the Siebel Operating Architecture
Components of the Siebel Operating Architecture
Infrastructure of the Siebel Web Engine
How the Siebel Web Engine Generates a Siebel Application
Integration with Java EE
Integrations That Use Siebel Partner Connect and Siebel Tools for Partner Connect
About Standard Interactivity and High Interactivity
Overview of Standard Interactivity and High Interactivity
JavaScript Usage in High Interactivity
Guidelines for Configuring an Object for High Interactivity
Calendar Views That Siebel CRM Supports with Standard and High Interactivity
About Siebel Technologies That Customize Siebel CRM Behavior
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About Tables and Columns
About Siebel Tables
Overview of Siebel Tables
Naming Format for a Siebel Table
How an Extension Table Stores Custom Data
How an Intersection Table Defines a Many-To-Many Relationship
About Columns and Indexes in a Siebel Table
How a User Key Creates a Unique Set of Values
How the S_Party Table Controls Access
Options to Customize the Data Objects Layer
Options to Customize Predefined Objects and Perform Advanced Customization
Options to Use a Predefined One-to-One Extension Table
Options to Use a Predefined One-to-Many Extension Table
Guidelines for Customizing the Data Objects Layer
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About Business Components, Fields, Joins, and Links
About Business Components
Overview of Business Components
How a Business Component Obtains Data from an External Database
Business Components That Hold Temporary Data for a Task UI
Class Property of a Business Component
How a Business Component Sorts Records
Guidelines for Creating a Business Component
About Business Component Fields
Overview of Business Component Fields
How a Business Component Field Identifies the Type of Data
How a Business Component Field Calculates a Value
How a Business Component Field Sequences Records
How Siebel CRM Defines Read-Only Behavior for a Business Component Field
System Fields of a Business Component
Guidelines for Defining the Name of a Business Component Field
About Joins
How Siebel CRM Constructs a Join
Guidelines for Creating a Join
About Multi-Value Links
How Siebel CRM Constructs a Direct Multi-Value Link
How Siebel CRM Constructs an Indirect Multi-Value Link
About Links
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About Business Objects
About Business Objects
How Siebel CRM Constructs a Business Object
Guidelines for Creating a Business Object
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About Applets, Controls and List Columns
About the Form Applet and List Applet
How Siebel CRM Constructs a Form Applet
How Siebel CRM Constructs a List Applet
About Applet Controls and List Columns
Types of Applet Controls and List Columns
Options to Create an Applet
Options to Control How the User Creates, Edits, Queries, and Deletes CRM Data
Options to Filter Data Displayed in an Applet
Options to Determine How Siebel CRM Displays Controls and List Columns in a Siebel Application
Guidelines for Creating an Applet
Overview of Guidelines for Creating an Applet
Guidelines for Creating a Control or List Column
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About Views, Screens, and Applications
About the Siebel Client Navigation Model
About Views
About List-Form Views
About Master-Detail Views
About Screens
About Screen Views
Guidelines for Creating a View
Options to Create a View or Screen
Options to Drill Down to Another View
Options to Toggle Between Applets in a View
About Applications
Guidelines for Creating an Application
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About Siebel Web Templates and Siebel Tags
About Siebel Web Templates
Overview of Siebel Web Templates
How Siebel CRM References Web Pages
How Siebel CRM Uses HTML Frames in the Container Page
About View Web Templates
About HTML Frames in a View Web Template
About Applet Web Templates
Overview of Applet Web Templates
About Grid Form Applet Templates
About Nongrid Form Applet Templates
About List Applet Templates
About Tree Applet Templates
About Chart Applet Templates
About Catalog List Applets and Rich List Templates
About Siebel Tags
Overview of How Siebel CRM Uses Siebel Tags
About Singleton, Multipart, and This Tags
About Iterator Tags
About Search and Find Tags
About Siebel Conditional Tags
Guidelines for Configuring Siebel Web Templates and Siebel Tags
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Configuring a Siebel Application
About Configuring a Siebel Application
Roadmap for Configuring a Siebel Application
Developing an Implementation Plan
Developing a Configuration Strategy
Developing a Plan to Control File Versions for the Physical User Interface Layer
Using Development Tools and Techniques
Overview of the Development Process
General Guidelines for Developing a Siebel Application
Setting Up the Development Environment
Creating a Script to Customize Siebel CRM
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Reusing Predefined Objects
Reasons to Reuse or Not Reuse a Predefined Object
Guidelines for Reusing a Predefined Object
Reasons to Reuse a Predefined Object
Guidelines for Reusing a Predefined Table
Guidelines for Reusing a Predefined Business Component
Guidelines for Reusing a Predefined Business Object
Guidelines for Reusing an Applet
Guidelines for Reusing a Predefined View
Guidelines for Reusing a Predefined User Interface Object
Reasons Not to Reuse a Predefined Object
Process of Determining If You Can Reuse a Predefined Object
Determining Functional Fit for Reusing a Predefined Object
Determining Technical Fit for Reusing a Predefined Object
Determining If You Can Reuse a Predefined Table Column
Determining If You Can Reuse a Predefined Business Component Field
Determining If You Can Reuse a Predefined Business Component
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Using the Entity Relationship Designer
About the Entity Relationship Designer
Process of Creating and Binding an Entity Relationship Diagram
Creating an Entity Relationship Diagram
Binding an Entity to a Business Component
Associating an Entity Attribute with a Business Component Field
Binding a Relationship to a Link or Join
Opening or Modifying an Entity Relationship Diagram
Opening an Entity Relationship Diagram
Viewing the Entities and Relations Lists of an ERD
Modifying the Properties of a Relationship
Copying the Drawing of an Entity Relationship Diagram
Manipulating Shapes and Lines in an Entity Relationship Designer
Manipulating Shapes in the Entity Relationship Designer
Manipulating Relationships in the Entity Relationship Designer
Moving Shapes in the Entity Relationship Designer
Resizing Shapes in the Entity Relationship Designer
Zooming, Displaying the Grid, or Snapping to the Grid in the Entity Relationship Designer
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Configuring Tables
Using the New Table Wizard to Create a New Table
Creating a Custom Index
Adding an Extension Column to a Base Table
Configuring Objects to Use a One-To-Many Extension Table
Customizing an Extension Table
Applying a Custom Table to the Local Database
Applying a Data Layer Customization to the Server Database
Downloading a Data Layer Customization to Remote Users
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Configuring Business Components, Links, and Business Objects
Customizing a Business Component
Creating a New Business Component
Determining How a Business Component Sorts Records
Determining How a Business Component Sequences Records
Example of Defining Read-Only Behavior for a Business Component
Creating a Recursive Join on a Business Component
Configuring a Business Component to Copy Child Records If the User Copies the Parent Record
Creating a Business Component to Allow the User to Set a Primary Team Member
Customizing a Business Component Field
Creating a New Business Component Field
Activating a Multi-Value Field
Validating Data That the User Enters In a Business Component Field
Example of Creating a Business Component Field That Displays More Than One Currency
Configuring Client-Side Import to Update a Business Component Field
Creating a Joined Business Component Field
Example of Creating a Predefault Value for a Joined Business Component Field
Customizing a Link
Configuring a Link to Delete Child Records if the User Deletes the Parent Record
Configuring a Link to Create a One-to-Many Relationship
Configuring Two Links to Create a Many-to-Many Relationship
Creating Multiple Associations Between the Same Parent and Child Records
Creating a Business Object
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Configuring Views, Screens, and Applications
Process of Creating a View
Creating a View
Editing the Layout of a View
Registering and Associating a View with a Responsibility
Customizing a View
Using the Views List to Create a View
Customizing the Thread Bar
Defining the Drilldown Sequence to Customize Search for an Account
Example of Creating an Applet Toggle
Defining High Interactivity for a View
Controlling How the User Can Change View Layout
Creating a Secure View
Creating a View That Requires an Explicit User Login
Restricting Access to Records in a View
Troubleshooting a View That Siebel CRM Does Not Display in the Siebel Client
Process of Creating a Screen
Creating a Screen
Creating a Page Tab
Creating a Screen Menu Item
Creating a Screen View
Defining the Sequence in Which Siebel CRM Displays Screen Views
Process of Creating a Screen Home Page View
Defining Business Components for the Screen Home Page View
Creating Links to Frequently Accessed Data
Determining How Siebel CRM Displays Recent Records
Defining the Business Object for the Screen Home Page View
Creating Simplified Screen Home Page Applets
Creating a Screen Home Page View
Adding the Screen View to the Screen
Creating and Deploying an Application
Creating a New Application
Deploying A Siebel Application in Standard Interactivity or High Interactivity
Configuring a Standard Interactivity Application to Run Without HTML Frames
Customizing the Sort Order for Siebel CRM
Configuring Keyboard Shortcuts for an Application or Applet
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Configuring Applet Layouts
Process of Using the Applet Layout Editor
Setting the Configuration Context
Defining the Applet Mode
Adding a Control or List Column to an Applet Layout
Previewing the Applet Layout
Exporting an Applet Preview to an HTML File
Options for Customizing an Applet Layout
Customizing the Display Name for a Control Caption or List Column
Displaying a Parent Applet Field in the Title of a Detail Applet
Displaying a Subset of Fields or CRM Records
Displaying a Field Only If the User Chooses Show More
Setting the Tab Order for Fields in an Applet
Setting the Input Method Editor Mode on a Control or List Column
Copying Controls and Labels from an Applet to a Web Template
Verifying the Map Between a Control or List Column and a Placeholder
Using Grid Layout for an Applet
Accessing Grid Layout Web Templates
Using the Conversion Wizard to Convert a Form Applet to Grid Layout
Modifying the Web Template to Convert a Form Applet to Grid Layout
Identifying an Applet or Applet Web Template That You Cannot Convert to a Grid Layout
Changing the Background Color of an Applet
Troubleshooting a Grid Layout Conversion Problem
Guidelines for Working with Grid Layout
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Configuring Applets
Creating an Applet
Creating a List Applet
Creating a Form Applet
Customizing Pop-Up Applets and Windows
Guidelines for Creating a Pop-Up Applet or Window
Creating a Pop-Up Control in an Applet
Creating a Pop-Up Applet That Siebel CRM Opens from an Applet
Creating a Pop-Up Applet That Siebel CRM Opens from a Menu Item
Creating a Pop-Up View That Siebel CRM Opens from an Applet
Creating a Pop-Up Wizard
Defining the Pop-Up Start Window
Customizing Applet Buttons, Controls and List Columns
Configuring a Spell Check Button on an Applet
Calling a Method from a Button in an Applet
Identifying the Controls and List Columns That Siebel CRM Displays in the Siebel Client
Changing the Text Style of a Control or List Column in an Applet
Displaying Totals for a List Column in an Applet
Defining the Properties of a Control or List Column If HTML Type Is Text
Using a Control to Allow the User to Click a Link to Activate a Record
Displaying the Save Button in High Interactivity
Customizing How Siebel CRM Displays Data in an Applet
Controlling How the User Creates, Edits, Queries, and Deletes CRM Data
Controlling Query Behavior If the User Presses CTRL+ENTER
Filtering Data That Siebel CRM Displays in an Applet
Displaying HTML Content in an Applet
Displaying a System Field in an Applet
Avoiding Losing Context During a Drilldown
Configuring Quick Fill for a Custom Applet
Customizing an Applet in Standard Interactivity
Allowing the User to Edit Multiple Rows in Standard Interactivity
Allowing the User to Choose Multiple Rows in Standard Interactivity
Configuring Display of the Currently Chosen Record in Standard Interactivity
Process of Customizing Drilldown from the Calendar Applet
Preparing Siebel Tools
Defining Fields in the Business Component
Defining the Applet User Properties
Creating the Drilldown Objects and Controls
Configuring a Different Icon for the Dynamic Drilldown
Configuring a Different Destination for the Dynamic Drilldown
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Configuring Special-Purpose Applets
Customizing a Chart Applet
About Chart Applets
Types of Charts
How Siebel CRM Constructs a Chart Applet
Using the Chart Applet Wizard to Create a Chart
Customizing Lists in Chart Applets
Customizing a Chart That Includes Multiple Lines Against One Y-Axis
Customizing a Chart That Includes Two Y Axes
Limiting and Sorting Axis Points
Defining the Physical Appearance of a Chart
Making an X-Axis Label Vertical
Defining the Size of a Chart Control
Customizing a Tree Applet
Overview of Customizing a Tree Applet
Using the Tree Applet Wizard to Create a Tree Applet
Customizing a Tree Node
Using the Applet Layout Editor to Add a Tree Control
Customizing a Recursive Tree Applet
Customizing the Graphic Elements of a Tree Applet
Customizing a Hierarchical List Applet
Viewing an Example of a Hierarchical List Applet
Configuring Indentation and Order of a Hierarchical List Applet
Limiting the Number of Records That Siebel CRM Returns in a Hierarchical List Applet
Example of Configuring a Hierarchical List Applet to Use External Data
Customizing a File Attachment Applet
Customizing an Attachment Business Component
Customizing an Attachment Table
Example of Customizing an Organization Analysis Applet
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Configuring Lists and Pick Applets
About Lists and Pick Applets
About Static Lists
About Pick Applets
About Dynamic Lists
About Hierarchical Lists
Customizing Lists and Pick Applets
Using the Pick List Wizard to Create a Static List
Creating a Static List Manually
Using the Pick Applet Wizard to Create a Pick Applet
Using the Pick List Wizard to Create a Dynamic List
Example of Constraining a Dynamic List
Creating a Hierarchical List
Creating a List of Values
Creating a New List of Values
Associating an Organization with a List of Values
Guidelines for Associating an Organization with a List of Values
Guidelines for Using Script to Associate a List of Values with an Organization
Creating a Value to Display for More Than One Organization
Using the Organization Specifier Property to Display Custom Lists of Values
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Configuring Multi-Value Group, Association, and Shuttle Applets
Creating Multi-Value Groups and Multi-Value Group Applets
About the Multi-Value Group Applet
How Siebel CRM Constructs a Multi-Value Group
Guidelines to Create Multi-value Group Applets and Pick Applets
Creating a Multi-Value Group
Creating a Multi-Value Group Applet
About Association Applets
Overview of Association Applets
How Siebel CRM Constructs an Association Applet
How Siebel CRM Calls an Association Applet from a Master-Detail View
How Siebel CRM Calls an Association Applet from a Multi-Value Group Applet in Standard Interactivity
Constraining an Association Applet
About Shuttle Applets
Example of Creating a Shuttle Applet
Creating an Association Applet
Creating the Multi-Value Group Applet
Creating the View
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Configuring Menus, Toolbars, and Icons
About Menus and Toolbars
Objects Involved in a Menu or Toolbar
About the Method, Business Service, and Target Properties of the Command Object
Customizing Menus and Toolbars
Creating a Command Object
Creating a New Toolbar
Adding a New Toolbar Icon to a Predefined Toolbar
Activating Menu Items and Toolbars
Creating an Applet Menu
Activating or Suppressing an Applet Menu Item
Using JavaScript to Customize a Toolbar
Customizing Icons
Overview of Customizing Icons in the Siebel Client
Customizing a Bitmap Category and a Bitmap
Displaying an Icon on a Button
Displaying an Icon as a Link
Example of Using Icons to Represent Values in a Field
Customizing Icons in a Tree Applet
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Configuring Siebel Web Templates and Siebel Tags
Customizing Siebel Web Templates and Siebel Tags
Editing the Layout of a Web Page
Adding Graphics to a Web Template
Displaying Multiple Views on a Page
Displaying Different Sections of a Template Depending on the Browser Type
Customizing How Siebel CRM Displays an Error That Occurs on the Siebel Server
Customizing Web Templates to Render Menus, Toolbars, and Thread Bars
Using Web Templates to Render Menus and Buttons
Using Web Templates to Customize Toolbars
Using Web Templates to Customize the Thread Bar
Customizing an HTML Control Type
Creating a New HTML Type
How the Siebel Web Engine Uses a Custom HTML Type
Examples of Customizing an HTML Type
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Configuring ActiveX Controls
Process of Creating an ActiveX Control
Making an ActiveX Control Available
Adding an ActiveX Control to an Applet
Setting Properties for an ActiveX Control
Using ActiveX Methods and Events
Distributing ActiveX Controls
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Improving the Performance of Siebel Business Applications
How a CIAI Index Can Improve a Query
Using the Case Insensitivity Wizard to Improve Query Performance
Overview of the Case Insensitivity Wizard
Variables You Can Use with the Case Insensitivity Wizard
Using the Case Insensitivity Wizard on a Table
Using the Case Insensitivity Wizard on a Table Column
Using the Case Insensitivity Wizard on Columns That Do Not Contain an Index
Using the Case Insensitivity Wizard to Accomplish Various CIAI Configuration Tasks
Using the Case Insensitivity Wizard to Deactivate CIAI Configuration
Choosing the Correct Repository when Running the Case Insensitivity Wizard
Limiting the Length of Schema Object Names Manually
Other Techniques to Set Case Sensitivity
Improving the Performance of a Siebel Application
Improving Performance by Preventing a Secondary Query on a Foreign Key
Improving Performance by Defining the Primary ID Field of a Multi-Value Link
Improving Performance by Modifying Custom Search Specifications
Improving Performance by Using Declarative Configuration to Enable a Button
Improving Performance When Using Applet Toggles
Improving Performance by Deactivating Unused Screens
Considering Factors That Affect Chart Performance
Considering Factors That Affect MLOV Performance
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Transferring Data Between Databases
Overview of Transferring Data Between Databases
About Interface Tables
Object Types That Enterprise Integration Manager Uses
Mapping a Custom Table to an Interface Table
Guidelines for Using the EIM Table Mapping Wizard
Starting the EIM Table Mapping Wizard for a Table That Does Not Use the Foreign Key
Deactivating Instead of Deleting an EIM Attribute Mapping
Changing Data from NULL to No Match Row Id
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Configuring Dock Objects for Siebel Remote
About Dock Objects
Dock Object Table
Dock Object Visibility Rule
Configuring Dock Objects
Reusing a Predefined Dock Object
Creating a New Dock Object
Adding a Dock Object Table to an Existing Dock Object
Verifying That Siebel Tools Created Dock Objects
Rebuilding the Databases After You Run the Docking Wizard
Cleansing Dock Objects
Creating a Table for a Dock Object
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Localizing Siebel Business Applications
Overview of Localizing a Siebel Application
About Localization in the Development Environment
Setting the Language Mode of the Applet Layout Editor
Deleting a Control or List Column While in Language Override Mode
Localizing an Application Menu
Localizing Help
Localizing a Multilingual List of Values
About Language-Independent Code
Configuring a Multilingual List of Values
Defining Properties of an MLOV
Adding Records for All Supported Languages
Running a Query Against Fields That an MLOV Controls
Deactivating an MLOV Record Instead of Deleting It
Guidelines for Localizing a Multilingual List of Values
Converting Your Current Data for an MLOV
Resuming the MLOV Converter Utility If an Error Occurs
Using the MLOV Converter Utility to Convert Multiple Languages
Troubleshooting Problems with an MLOV Conversion
Configuring Certain Siebel Modules to Use MLOV Fields
Configuring Siebel Workflow to Use MLOV Fields
Configuring Siebel Assignment Manager to Use MLOV Fields
Configuring Siebel Anywhere to Use MLOV Fields
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Configuring the Customer Dashboard
Overview of the Customer Dashboard
Enabling the Customer Dashboard
Process of Configuring the Customer Dashboard
Adding a Business Component to the Customer Dashboard
Mapping a Business Component Field to a Customer Dashboard Field
Modifying the Appearance and Layout of the Customer Dashboard
Creating a Label for a Customer Dashboard Field
Formatting a Customer Dashboard Phone Number Field
Modifying the Go To List in the Customer Dashboard
Changing the Background Color and Border of the Customer Dashboard
Changing the Size and Location of the Customer Dashboard
Options to Update the Customer Dashboard
Configuring a Button to Update the Customer Dashboard
Configuring Communication Events to Update the Customer Dashboard
Configuring SmartScript to Update the Customer Dashboard
Using Siebel Visual Basic or Siebel eScript to Update Information in the Customer Dashboard
Using Personalization to Update the Customer Dashboard
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Configuring Help
Overview of Configuring Help
Location of Help Files for an Employee or Partner Application
Location of Help Files for a Customer Application
Objects You Use to Configure Help
Configuring Help
Example of Identifying the HTML File That Contains Help Content
Changing the Default Help Topic
Changing the Start Page for Help
Adding Help to a Screen
Adding Help to a View
Customizing Help Content
Updating and Converting Help Content
Adding a Keyboard Shortcut That Opens Help
Adding Menu Items to the Help Menu
Delivering Help Through WinHelp
Testing and Distributing Changes
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Reference Materials for Configuring Siebel Business Application
Properties of Object Types
Properties of a Siebel Table
Properties of a Table Column
Properties of an Index of a Siebel Table
Properties of an Index Column
Properties of a Business Component
Type Property of a Business Component Field
Display Format Property of a Control or List Column
Properties of a Screen View
Properties of an Application
Properties of Objects You Use with a Menu or Toolbar
Types of Applet Controls and List Columns
Objects You Use with Enterprise Integration Manager
Types of Tables and Columns That CIAI Query Supports
Extensive Code Examples Used in This Book
Script for the Query Method when Configuring a Hierarchical List Applet
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