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Importing Marketing iHelp Files from the Demo Database

The demo database includes many iHelp files that can help users through frequently used tasks. The following section provides instructions for exporting any of the iHelp examples included.

NOTE:  Siebel Systems has developed a library of available tasks for Marketing tasks that are not part of the Siebel 7.7 demo data/sample database. To obtain a copy of these iHelp files, please see Siebel SupportWeb (https://ebusiness.siebel.com/supportweb/), or contact a representative from Siebel Product Marketing or Siebel Technical Support for assistance.

To export a task from the demo database

1. Connect an instance of the Siebel 7.7 application to the demo database.
2. From the Site Map, choose Administration - iHelp > All iHelp Items.
3. Select a task you want to export.
4. In the iHelp Items list menu, select Export iHelp Item Definition.
5. In the File Download dialog box, click Save and save the XML file anywhere on your computer's file system or anywhere on your network.

   You can access the file later when you are ready to import it into another environment.

To import the task in your new installation

1. From the Site Map, choose Administration - iHelp > All iHelp Items.
2. In the iHelp Items list menu, select Import iHelp Item Definition.
3. In the Import iHelp Item Definition dialog box, select the XML file from the location on your computer or network where you stored the task.
4. Click the Designer tab.

   A flowchart of the steps appears.

5. Click the Responsibilities tab and associate the responsibilities that should have access to this set of instructions.
6. In the list, select the iHelp item record and click Activate.
7. Test the iHelp task by going to a screen related to the task and clicking the How do I icon in the top-left view bar.