Configuring Siebel Business Applications > Configuring Help > Configuring Help >

Configuring Help Content

You can configure help content for screens. A predefined Siebel application does not include help files for views. If you must configure help for a view, then you must define help for the view, and then create a new HTML file that contains the help content. For more information, see Adding Help to a View.

Configuring Help Content for a Screen

You can use any standard HTML editor to modify the content of a help topic.

To configure help content for a screen

1. Identify the HTML file that is associated with the screen you must configure.

   For more information, see Example of Identifying the HTML File That Contains Help Content.

   For example, help/siebopportunities.htm is the HTML file that is associated with the Opportunities screen.

2. If the file you identified in Step 1 is one following screens, then exit this task and go to Adding Generic Help Topics to a Screen:
   • siebendusegeneric.htm
   • siebadmgeneric.htm
   • siebstarthelp.htm
3. Open the HTML file you identified in Step 1, make your modifications, and then save the file.

   For example, open siebaccounts.htm, make your modifications, and then save the file.

4. Make sure you remove any redirect tags.

   For more information, see Removing the Redirect Tag.

5. Test your modifications and distribute the updated HTML file to the appropriate Siebel Servers and Siebel clients.

   For example, for the Siebel Web Client, copy the siebopportunities.htm file to the appropriate directory on the Siebel Server. For more information, see Testing and Distributing Modifications.

Removing the Redirect Tag

If a redirect tag exists in the file, then you must remove the tag.

To remove the redirect tag

• Delete any redirect tags that the file includes.

  The following is an example of a redirect tag:

  <META HTTP-EQUIV="REFRESH" CONTENT="1; URL=siebwelcome.htm">

Configuring the Help Index

A help index is a set of links to topics that reference keywords. It allows the user to enter a keyword to locate a topic. If you configure help content, then you must update the help index entries to reflect the custom content. You can remove access to the help index.

To configure the help index

1. In a standard HTML editor, open the siebindex.htm file, make your modifications, and then save the file.
2. Test your modifications, and then distribute the updated siebindex.htm file to the appropriate Siebel Servers and Siebel clients.

   For example, for the Siebel Web Client, copy the updated siebindex.htm file to the appropriate directory on the Siebel Server. For more information, see Testing and Distributing Modifications.

Removing Access to the Help Index

You can remove access to the help index.

To remove access to the help index

1. In a standard HTML editor, open one of the HTML files that is part of the help.

   Do not open the siebindex.htm file.

2. Delete the statements that reference the siebindex.htm file, and then save your modifications.
3. Repeat Step 1 and Step 2 for each HTML file in the help.
4. Test your modifications, and then distribute the updated HTML files to the appropriate Siebel Servers and Siebel clients.

   For example, for the Siebel Web Client, copy all the updated HTML files to the appropriate directory on the Siebel Server. For more information, see Testing and Distributing Modifications.