Bookshelf v7.7: Assigning a Category and Type to Siebel Chart Views

Siebel Database Upgrade Guide > Reviewing the Siebel User Interface >

Assigning a Category and Type to Siebel Chart Views

Upgrades from: Siebel 6.x, 7.0.x, & 7.5.x. Exception: this topic does not apply to 7.x upgrades that used the Incorporate Custom Layout (ICL) feature.

Environments: Development environment only.

Platforms: MS Windows, UNIX, IBM z/OS.

Reputility log section: "Issue 4: Chart Views Needing Migration to Aggregate Type."

This topic is part of an upgrade process. See How to Perform a Siebel Database Upgrade.

The Chart menu item is relocated as of Siebel 7.7 and displays as one of the aggregate categories under the view tabs. To ensure that the Chart menu item is located correctly, all the relevant charts for a view must be assigned to the same Aggregate Category. Also, each chart view must be of type Aggregate View. If the chart view is not of type Aggregate View, the chart menu item displays as a view tab.

The postmerge utilities review the repository and verify that Chart views have been defined correctly. The reputility log lists the screen views that require revision. Review the section of the log referenced above and make the needed revisions.

The log is located here:

SIEBEL_TOOLS_INSTALL_DIR\reppatch\log\reputility.log

Where

SIEBEL_TOOLS_INSTALL_DIR is the directory where Siebel Tools is installed.

To assign a category and type to chart views

Set Siebel Tools Object Explorer to Types.
Query for the screen.
In the Object Explorer, select Screen View.
Query for the screen views listed in the log.
Verify that all the views are assigned to the same category (Category Name).
The Category Name can be null.
Verify that all the views are of type Aggregate View.

Assigning a Category and Type to Siebel Chart Views

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