Bookshelf v7.5: ERM Microsite Pages

Siebel ERM includes several template views that allow you to structure and present information to users. For example, you might dedicate some of these views to publishing department-specific information, such as human resources and sales information. You might dedicate other pages to publishing information about cross-functional topics, such as products and partners.

Figure 7 shows a sample microsite page for Marketing. As illustrated, the Siebel application can include microsite pages. The illustration shows the Manufacturing microsite that includes several sections on the page. On the left is the Section Map, which includes a list of section links to relevant information. The middle section includes Feature Articles. On the right of the page are the Top Story section and the Quick Picks section, which provide a list of links to other relevant pages and information.

Using Tracking Profile to Control ERM Home Page Information

The tracking profile allows users to control much of the information that appears on the ERM home page in their My Briefing document. Users choose the topics that they want to track. For example, users can select the accounts that they want to receive news about. Only the information related to the selected topics appears on the ERM home page. This allows users to filter out information that is not relevant to their interests and responsibilities.

When users first use Siebel ERM, their tracking profiles do not include the accounts, competitors, industries, or products that the users want to track. Users must set preferences to receive, view, or access the following services:

Figure 8 shows the Tracked Accounts list of records. The columns in the list are Account Name, Site, and Web Site.

For more information about tracking profiles, see Siebel eBriefings Administration Guide .

Literature from the Siebel Encyclopedia, news, recommended links, and related Web clips appear in the user's ERM home page after the user has subscribed to specific accounts.

For example, Figure 9 shows literature items that might appear based on the tracking profile defined in Figure 8.

Page Layout Preferences and ERM Home Page

Users can control the layout of the home page and briefing-style pages (Account Briefing, Competitor Briefing, and Company Briefing).

The Content Selection and Layout view, shown in Figure 10, allows users to see the order of lists and forms, and whether the lists and forms are visible or hidden. This view also allows users to show lists or forms, reposition them, and to return the page layout to the default setting. The Content Selection and Layout view appears when you click the Edit Layout button at the top of the ERM home page.

Layout preferences are stored as part of the user profile and are independent of the client machine being used. For information about providing layout controls for end users, see Setting Up Layout Controls for ERM.

Bulletins and ERM Home Page

Bulletins are internal company broadcast messages that alert users to important internal events and announcements from your company. Bulletins appear in the New Bulletins section of users' ERM home page. Users see bulletins that are associated with their user name or division, or bulletins that are broadcast to the entire organization. Typically, bulletins are generated by a system administrator or designated employees who have privileges to publish bulletins.

My Calendar

The My Calendar form appears on the home page and provides users with a calendar in daily, weekly, or monthly format. Users can view and maintain appointments, as well as view and maintain the calendars of team members who have granted access to their calendar.

Web Search

The Web Search form allows users to search the Internet. Users enter the search terms in the Web Search form on the home page, and the results appear in a new browser window.

Siebel Search

Users can search the Siebel database by clicking the small binoculars button in the upper-right area of the ERM window. Table 9 summarizes the data types you can search for and the fields on which you can search.

Table 9. Siebel Search
You can search for...	By entering...	Siebel database searched for...
Accounts	Account name	Accounts in the user's organization
Contacts	Last name	All contacts
Employee by previous employer	First name, last name, industry, previous employer, business title, or business unit	All previous employers entries
Employee by skill	First name, last name, skill name, or skill level	All skill entries
Employees	First name or last name	All employees
Literature	Name, description, or author	All literature in the Siebel Encyclopedia
Objectives	First name or last name	All completed objectives
Opportunities	Name	Entries in My Opportunities
Service requests	Service request number	All service requests in the user's organization
An answer	A question	All solutions, literature, and resolution items

ERM Recommended Links

Recommended links are hyperlinks that appear in ERM pages. Administrators define and publish recommended links using the Literature Administration views in the Siebel application. Recommended links are stored in the Siebel Encyclopedia.

ERM Web Clips

Web clips are static Web pages that appear in ERM. Marketing administrators define and publish Web clips using the Marketing Administration views in the Siebel application. Web clips are stored in the Siebel Encyclopedia as a specialized type of recommended link. For more information, see Publishing Web Clips and Recommended Links.