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Siebel Advisor Administration Guide
What's New in This Release
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Overview of Siebel Advisor
About Siebel Advisor
Advisor Application Architecture
Performance Considerations for Advisor Applications
Siebel Application Deployment Methods
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Overview of the Siebel Advisor Interface
Opening Advisor
Advisor Projects View
Pageset Details Screen
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Overview of Building Advisor Applications
About Using Siebel Advisor
Activating Workflows for Advisor
Roadmap for Creating an Advisor Application
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Working with Advisor Projects
About Advisor Projects
Creating an Advisor Project
Migrating an Advisor Project
Copying an Advisor Project
Performing an Advisor Project Data Search
Validating an Advisor Project
Previewing an Advisor Project
Deploying an Advisor Project
Exporting and Importing an Advisor Project
Advisor Projects in a Team Environment
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Working with Advisor Pagesets
About Advisor Pagesets
Creating Advisor Pagesets
Locking Advisor Pagesets
Specifying a Pageset to Configure a Product
Managing the Display of Pagesets in Advisor
Copying Advisor Pagesets
Validating Advisor Pagesets
Performing a Pageset Data Search
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Working with Advisor Feature Tables
About Advisor Feature Tables
Process of Creating Advisor Feature Tables
Analyzing the Problem Before Creating Feature Tables
Creating an Advisor Feature Table
Designing an Advisor Feature Table
Entering Data in the Advisor Feature Table
Creating Linked Advisor Feature Tables
Managing Advisor Feature Table Columns
Editing a Feature Table
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Working with Advisor Configuration Tables
About Advisor Configuration Tables
The Configuration Matching Process
Configuration Column Types
Cell Functions for Advisor Configuration Tables
Range Functions for Advisor Configuration Tables
Process of Creating Advisor Configuration Tables
Opening the Advisor Configuration Table
Designing the Advisor Configuration Table
Entering Data in the Advisor Configuration Table
Creating Exception Messages in Advisor
Creating Cross-Sell and Up-Sell Messages in Advisor
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Building the UI with Advisor
About Building a UI with Advisor
About Advisor Input UI Controls
Creating Input UI Controls with Advisor
About Advisor Output UI Controls
Creating Output UI Controls with Advisor
Generating Your Input and Output UI Display Page with Advisor
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Using Advisor Contents Lists
About Advisor Contents Lists
Process of Creating an Advisor Contents List
Creating a Contents List Record
Creating Contents List Items
Contents Lists for Advisor
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Working with Deployed Advisor Applications
Running Advisor Applications in Stand-Alone or Standard Mode
Calling Your Advisor Application from Another Siebel Application
Referencing Pagesets from Customizable Products
Invoking the ShowCDA Method from a Button
Passing in Parameters When Invoking the ShowCDA Method
Synchronization Setup for Advisor
Modifying the Siebel Synchronize Database Behavior
Using the Synchronize CDA Projects Screen
Modifying the Project Synchronization Behavior
About Working with Advisor Applications in Mobile Client Mode
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Advanced Modeling for Advisor
Trigger and Target Feature Tables for Advisor Applications
Creating Trigger and Target Feature Tables
Example of Creating Trigger and Target Tables
Additional Trigger Capabilities
Dynamic Defaults in Advisor Applications
Creating Dynamic Defaults for Advisor Applications
Example of Dynamic Defaults in Advisor Applications
Working with Subconfiguration in Advisor
Example of Subconfiguration in Advisor Applications
About Referencing Feature Tables in Subconfigured Data Models
About Setting Defaults in Subconfigured Data Models
About Accessing Model Variables
Performance Considerations for Subconfigured Data Models
Duplicate Configuration Column Names in Subconfigured Data Models
Creating Javascript Conditional Statements for Advisor Applications
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Customizing the UI of Advisor Pages
About Customizing Your UI
Editing the Project UI Files
About the Project UI Files
About Modifying the Contents List Location
About the UI Controls
Using UI Templates
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Referencing Other Siebel Data from Advisor
About Referencing Other Siebel Data from Advisor Applications
Binding Advisor Data to Siebel Business Components
Adding Access from Advisor to Other Business Components
About Modeling for Customizable Products in Advisor
Data Evaluation in Advisor Feature Tables
Data Evaluation in Advisor Configuration Tables
Evaluation of the Customizable Product Structure in Advisor Applications
Automatic Creation of the Customizable Product Structure
Best Practices for Modeling Customizable Products
Runtime Interaction of Advisor Applications with the Shopping Cart or Quote
Runtime Interaction of Advisor Applications with Server-Based Configurator
Runtime Access to Pricing Information in Advisor Applications
About Publishing Pricing Information in Pagesets
Associating a Price List with a Browser-Based Model
About Modifying Display Information in app_config.js
About Modifying the Application Configuration File
Adding Rules Based Pricing
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Working with Advisor Project Files
About the Advisor Project Files
Advisor Project Structure
The Project Files Tab
Viewing the Advisor Project Files
Creating a File Attachment to an Advisor Project File
Editing a File Attachment to an Advisor Project File
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Implementation of Multi-Variable and Cascading Triggers
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