Bookshelf Home | Contents | Index | PDF     

Siebel Events Management Guide > Preparing for an Event > End-User Procedures for Preparing for an Event >

Publishing Event Information to a Web Site

If your company has purchased the optional Siebel Events for Finance module, you can prepare your event information for Web site publication.

The combination of Siebel Events Management settings affect whether or not information in the Events and Sessions screens is visible to prospective event attendees on the Web site. These settings are as follows:

  • The status of the event
  • The start date of the event
  • The type of event
  • The Registration Status of the prospective attendee
  • The Registration status of the company of the prospective attendee
  • The External flag setting

    Both the Event and Session Details forms have check boxes labeled Display on Website. These check boxes default to true. You can use Display on Website check boxes to designate internal events and sessions that should not be published to the Web site or events or sessions for which only an administrator can register attendees:

    • If you clear an event's Display on Website check box, the event and its sessions are not displayed on the Web site, regardless of the status, date, or type.
    • If you clear a session's Display on Website check box, the session is not displayed on the Web site.

The following procedures describe how to choose settings for the visibility you want.

To make event information visible to all

  1. Navigate to the Site Map > Events > Event view.
  2. In the Events list, select an event.
  3. Set the Status field to Launched.
  4. Set the Start field to a date in the future or to today's date.
  5. Verify that Type is not set to Restricted.
  6. Verify that the Display on Website check box is selected.

To make event information visible to invitees and administrators

  1. Navigate to the Site Map > Events > Event view.
  2. In the Events list, select an event.
  3. Set the Status field to Launched.
  4. Set the Start field to a date in the future or to today's date.
  5. Set Type to Restricted.

    NOTE:  Events of type Restricted are not displayed in the customer site except to attendees who have been explicitly invited to the event. The attendee can view open invitations from the home page by clicking the View My Open Invitations link and can then accept an invitation by registering for the event.

To make event information visible to invited company employees (for Finance customers only)

  1. Navigate to the Site Map > Events > All Events view.
  2. In the Events list, make sure the External column check box is selected.
  3. In the Event form, set the Status field to Launched.
  4. Set the Start Date field to a date in the future or to today's date.
  5. Make sure the Event Type field is not set to Restricted.

To make event information visible to internal employees

  1. Navigate to the Site Map > Events > All Events view.
  2. In the Events list, make sure the External column check box is not selected.
  3. In the Event form, set the Status field to Launched or Planned.
  4. Set the Start Date field to a date in the future or to today's date.

To make event information visible to administrators only

  • Set Status to any value except Launched, or set Start to a date earlier than today's date.

    If an event is visible, then the sessions related to it can be visible or not based on the value in the Status field in the session itself. As with events, a status of Launched allows all users to see the session information.

Creating and Using Web Banners

Event managers can use the Web banner functionality to publish rich HTML content describing a particular event on the Events Web site. HTML templates can be created in Web tools such as Adobe GoLive or Microsoft Front Page, and then stored in the Siebel file system for use as an event Web banner. The Web banner can also be edited in Siebel Events Management within a WYSIWYG environment, without requiring knowledge of HTML tags. This capability allows added control over the look and design of the event detail view by business users.

To create a Web banner

  1. Develop your Web banner in an external editor or notepad to create a blank HTML file.
  2. Navigate to the Site Map > Events > Web Banner Templates view.
  3. In the Web Banner Templates list, create a new record, and complete the necessary fields.

To use a Web banner

  1. Navigate to the Site Map > Events > Event view.
  2. In the Events list, select and drill down on the event.
  3. Click the Resources view tab and then click Web Banner.
  4. In the Web Banner form, create a new record, and in the Template Name field, click the select button.
  5. From the Pick Event Template dialog box, select the template, and click OK.
  6. In the Web Banner form, click Save Template.

NOTE:  Graphics and other files referenced by the HTML must be accessible for the Web server that is hosting the Siebel Events Web site.

Using Siebel Microsites

Similar to Event Web Banners, Microsites can be used to control the look and feel of the event detail view in the registration Web portal. Microsites, however, offer more capabilities in the area of content management. Event managers can use Microsites instead of Web banners if they require these capabilities.

Many companies have multiple content managers whose responsibilities include adding and modifying data on Web pages. The layout and maintenance of data and hypertext links needs to be done as efficiently as possible, without requiring IT resources. The Microsite Management module is designed to simplify creation and maintenance of Web pages. Everything from site organization and creation of new pages through to editing text and graphics is carried out from the Microsite Management screen.

To use a Microsite with an event

  1. Navigate to the Site Map > Events > Event > Details view.
  2. In the Events form, copy the name in the Event Name field.

    You will use this information when creating a Microsite page.

  3. Navigate to the Site Map > Administration - Microsite > Page Administration view.
  4. In the Page Administration, click Create New Page.

    The Create New Page dialog box appears.

  5. In the Parent Page field, click the multiple select button to select the Siebel Events Information.
  6. In the Default View field, click the multiple select button to select the eEvents Event Detail Microsite View.
  7. In the Title field, enter or paste the name of the Event that you want the Microsite to be associated with.

    NOTE:  The text in this field has to match the name of the event exactly.

  8. Click OK.
  9. Click the Page Title link of the new page.
  10. In the Page Administration form, add the HTML-based content to the Microsite page to be displayed in the event registration Web portal.

NOTE:  You can also have a single Microsite page for all Events within an Event Plan. When creating the Microsite page, use the Event Plan name. Do not create a Microsite for the Events within the Event Plan. The events Web portal first checks for event-level microsite pages to display, then checks for Event Plan-level Microsite pages to display, and finally checks for Web banners to display.

Preparing Collateral

Another aspect of organizing information for an event is preparing literature such as brochures, white papers, presentation handouts, trade show exhibit maps, and so on. Collectively, such literature is known as collateral. Collateral can be a Web page URL or a file.

You can manage collateral preparation using activities in Siebel Events Management. After collateral is prepared, those electronic files, as well as vendor and venue contracts, can be stored in the Siebel Events Management.

Adding Collateral to an Event or a Session

You can use Siebel Events Management to store collateral for an event or for a specific session.

To add a collateral item to an event or a session

  1. Navigate to the Site Map > Events > Events or Sessions view.
  2. In the Events or Sessions list, select the event or session with which you want to associate collateral.
  3. Click the Resources view tab, and then click Collateral.
  4. In the Collateral list, create a new record.
  5. Complete the necessary fields.
  6. To attach a file to the record, click the select button in the File field to display the Add Attachment dialog box, and then follow these instructions:
    1. Click Browse to display a Choose File dialog box.
    2. Use standard Windows techniques to select the file you want to designate as collateral, and then click Open.

      The Choose File dialog box closes, and the name of the selected file appears in the File Name field of the Add Attachment dialog box.

    3. Click Add.

      The Add Attachment dialog box closes, and the name of the selected file appears in the File field of the Collateral form in the main window.

    
Siebel Events Management Guide Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Legal Notices.