Applications Administration Guide > Literature >

Adding Literature Records

After you have created a literature file, you need to create a literature record in the Siebel database, in order to make the file available to Siebel applications users.

To add a literature record

  1. From the application-level menu, choose View > Site Map > Document Administration > Literature.
  2. In the Literature list, add a record and attach the literature file.

    The new file is added to the available literature. Appropriate information is displayed in the Literature list and the More Info form.

  3. Enter the rest of the information required in the Literature list blank row and the More Info form of the new record. The following table briefly describes each field in the view.
    Field
    Comments
    Name
    Enter a name for the literature record.
    Description
    Enter a description of the document. Because literature items can be in any language, you may want to indicate the language of the item in this field (or in the Name field).
    Literature Type
    Select the type of the literature. You can create new literature types in the List of Values Administration view.
    Because the Literature Type field is used to filter literature items in various applets (by setting the Search Specification property for the applet in Siebel Tools), you should be careful when editing the Literature Type field.
    Size
    The size of the literature file. The information is automatically entered based on the size of the file that you select.
    File Type
    The file type of the literature file, for example DOC or PDF. The information is automatically entered based on the type of the file that you select.
    Modified
    The date that the literature file was last modified. The information is automatically updated whenever the file is updated.
    Update File
    A check mark in this field indicates that users' copies of the literature will be updated automatically each time the original file is updated.
    File Name
    Click Browse and, in the Choose File dialog box, select the document file. You can also enter the file name manually.
    Synopsis
    Optionally, enter a synopsis of the document's content.
    Web Display
    If the literature item is a Web document, select the type of Web display—Frame, In-Line, New Window, or Window. This property is only for use by eBriefings and ERM.
    Release Date
    The release date when the document will first be displayed in My Briefings. For more information about eBriefings, see Siebel eBriefings Administration Guide.
    Expiration Date
    The expiration date when the document will no longer be displayed in My Briefings. For more information about eBriefings, see Siebel eBriefings Administration Guide.
    Author
    Optionally, click the select button and select the document's author.
    Accounts
    Select accounts with which the literature is associated. The literature is displayed in the Account Briefing if this account is tracked by the user. For more information, see Siebel eBriefings Administration Guide.
    Competitors
    Select competitors with which the literature is associated. Use this field to allow the user to display the literature using the Competitors screen.
    If you also select the Internal field, this literature will be displayed in the Comparative Literature view of the Competitors screen. If you do not select the Internal field, this literature will be displayed in the Competitor's Literature view of the Competitors screen.
    The literature is also displayed in a Competitor Briefing, if this competitor is tracked by the user. For more information, see Siebel eBriefings Administration Guide.
    Internal
    Select this field if the document is internally sensitive and not intended for public distribution.
    If Internal is selected, the literature will not be available as an enclosure in the Correspondence screen, and it will be displayed in the Comparative Literature list of the Competitors screen.
    If Internal is not selected, the literature will be available as an enclosure in the Correspondence screen, and it will be displayed in the Competitive Literature list of the Competitors screen.
    Local
    For users of the Remote Client, this fields specifies whether the document is available on the local File System. If a document is not available locally, the user can request it by selecting the Request field.
    Request
    For users of the Remote Client, if this check box is selected, the literature will be downloaded during each synchronization session.
    Distribution Method
    Use this drop-down list to specify whether or not the file is automatically downloaded to users of the Remote Client.
    Publish: During each synchronization session, if your user does nothing, the file is downloaded automatically. If your user explicitly skips the file, the file is not downloaded in that synchronization session.
    By Request: During synchronization, the user receives the record, but not the actual file. To receive the file, the user must select the Request field.
    Industries
    Select any industries associated with the literature. The literature is displayed in My Briefing if the user tracks the industry.
    Products
    Select any products associated with the literature. Use this field to allow the user to display the literature using the Products screen. The literature is displayed in My Briefing if the user tracks the product.
    Organization
    Select organizations that will have visibility to this data.

 Applications Administration Guide
 Published: 09 September 2004