Developing and Deploying Siebel eBusiness Applications


How This Guide Is Organized

Revision History

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Introducing the Business Case

Introducing NREC

NREC's Business Objectives

NREC's User Profiles

Siebel eBusiness Functionality

Access Requirements

NREC's Implementation Strategy

Siebel eRoadmap Methodology

Project Team

Sample Project Design Documentation

NREC's Business Requirements

Manage the List of Houses for Sale

Manage Opportunities

Manage Activities

Manage Contacts

Reviewing NREC's Design

Data Layer

Business Object Layer

User Interface Layer

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Installing Siebel Applications

Siebel Application Environments

The Development Environment

The Test Environment

The Production Environment

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Getting Started with Siebel Tools

Siebel Object Architecture

Understanding the Object Definition Sequence

Using Siebel Tools

Windows in Siebel Tools


Web Layout Editor

Setting Tools Options

The Configuration Process

Checking Out Projects from the Server

Making Configuring Changes

Compiling Projects

Testing Changes

Checking In Projects

Other Key Tasks for Managing Object Definitions

Viewing Project Differences Before Check In

Locking Projects in Your Local Repository

Exporting Object Definitions

Importing Object Definitions

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Setting Up a Developer's Local Database

About the Local Development Environment

Setting Up Database Users

Creating Positions

Associating Responsibilities

Setting Up Developers as Siebel Employees

Setting Up Developers as Mobile Web Clients

Generating a New Database Template

Running the Generate New Database Server Component

Extracting the Local Database

Sample Directory Tree After Running Database Extract

Initializing Each Developer's Local Database

Performing a Full "Get" Process

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Getting Started at the User Interface Layer

Creating an NREC Project

Setting Your Target Browser

Inactivating Screens

Inactivating Views

Configuring NREC's Activity Applets

About Applets and Applet Web Templates

NREC's Business Requirements

Removing Fields (List Columns and Controls) from the User Interface

Exposing Fields in the User Interface

Reviewing the Results

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Configuring the House and Opportunity Entities

Configuring the House Detail View

Extending the Database by Adding New Columns to the Base Table

Configuring the Internal Product Business Component

Modify Existing Product Applets to Display NREC Attributes

Creating the House Detail View

Creating the Houses Screen

Compiling and Testing

Configuring the House Detail - Appraisals View

About Standard 1:M Extension Tables

Creating the Appraisals Business Component

Creating a Link Between Houses and Appraisals

Adding the Appraisals Business Component to a Business Object

Create a New Appraisals List Applet

Creating the House Detail - Appraisals View

Adding the House Detail - Appraisals View to the Houses Screen

Compiling and Testing

Configuring the Opportunity Details View

Adding Additional Columns to the Opportunity Base Table

Adding Fields to the Opportunities Business Component

Modifying Applets to Display Additional Attributes

Compiling and Testing

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Pick Lists, Drilldowns, and MVGs

Configuring Pick Lists

Static Pick Lists

Dynamic Pick Lists

Constraining a Pick List

Creating Drilldowns

Creating a Dynamic Drilldown

Configuring Multi-Value Groups

Creating an MVG

Exposing the MVG in the User Interface

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Creating a Virtual Business Component

Understanding Virtual Business Components

NREC's Virtual Business Component

Creating a Business Service

Defining the Business Service

Defining Business Service Scripts

Creating a Virtual Business Component

Creating Fields for the Virtual Business Component

Defining User Properties for the Virtual Business Component

Creating a Link

Updating the Business Object

Exposing the Fields in the User Interface

Creating a New List Applet

Creating a New View

Adding the View to a Screen

Compiling and Testing

Code Sample

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Modifying the Look and Feel of the Web Client

User Interface Elements

Source Control for Web Template and Related Files

Location of Siebel Web Templates and Related Files

The Web Template Development Process

Adding a New Logo to the Banner

Modifying the Banner Frame Web Template

Modifying the Banner Color Scheme

Modifying Tabs

Modifying Tab Images

Modifying Link Styles

Modifying Button Styles

Modifying the Screen Bar and View Bar Colors

Modifying Applet Colors

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Migrating Repository Data to the Test Environment

Migrating Repository from Development to Test

Preparing for the Migration

Migrating the Repository

Moving Modified Web Templates and Related Files

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Using EIM to Load Data into the Test Environment

Basic EIM Concepts

Interface Tables

Process Overview

Import Example

Using the Interface Tables

Determining Which Columns Are Required

Loading the Interface Tables

Editing the Configuration File

Disabling Logging Before Initial Loads

Running EIM

Checking the Results of the Data Import

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Required Application Administration Tasks

Logging On as the Siebel Administrator

Defining Views

Defining Company Structure

Understanding Company Structure

Understanding Access to Data

Setting Up Organizations and Organization Skills

Setting Up Divisions

Setting Up Positions and Position Skills

Defining Responsibilities

Setting Up Users

Setting Up Database Users

Types of Users

Setting Up an Employee in Your Siebel Application

Associating Responsibilities with a User

Registering Partners and Creating Partner Organizations

Registering Partners and Promoting Them to Organizations

Creating Positions, Responsibilities, and User Assignments

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Assignment Manager

Configuring Territory Assignment Components

Creating Assignment Rules Based on Territories

Specifying Assignment Criteria and Values for Rules

Adding Positions for Each Assignment Rule

Releasing the Assignment Rules

Activating the Rules

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Siebel Business Process Designer

Configuring Siebel Communications Server

Creating an Email Template

Creating a Workflow Process

Using the Business Process Designer

Details About the Steps in the Sample Process

Creating a Workflow Policy

Creating a Policy Action

Creating a Policy Condition

Activating the Rules

Running Generate Triggers

Starting Workflow Monitor Agent

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Creating Rule Sets

Associating Rule Sets with Applets

Creating Rules

Using the Expression Designer


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Implementing Siebel Remote

Setting Up the Siebel Remote Server

Setting Up a New Siebel Remote User

Creating a Mobile Web Client User Account and Privileges

Setting Up Mobile Client Hardware and Software

Enabling Network Connectivity

Establishing Autodial Preferences

Setting Siebel Remote Preferences

Registering a Mobile Client

Running Database Extract for a Mobile Web Client

Initializing a Mobile Web Client Local Database

Synchronizing a Mobile Web Client

How Changes Are Propagated to and from a Mobile Web Client

Process Flow for Changes Made by Mobile Users

Synchronizing a Mobile Web Client Machine

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Deploying the Application

Migrating Data from the Test Environment to Production

Moving Setup Data

Moving Program Data

Rolling Out to End Users

Rolling Out to Siebel Web Client Users

Rolling Out to Mobile and Dedicated Web Client Users

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 Developing and Deploying Siebel eBusiness Applications 
 Published: 18 April 2003