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Loading Content for PCD Usage

You must create content before you can load it in your Siebel database. You can create the content using a content creation tool. After you have created a content file, create a literature record in the Siebel database to make the file available to users of Siebel Business Applications. In the Literature record, set the Literature Type field to Message to differentiate the content available to users in PCD from other document files loaded and managed in the Literature view.

To create a literature record

1. Navigate to the Document Administration > Literature view.
2. In the Literature list, create a new record, and attach the literature file.

   The new literature file is added to the available literature items. Some information is displayed in the Literature list view and the More Info view.

3. Enter the required information in the Literature list and the More Info views for the new record.

   Some fields are described in the following table.

   Field	Description
   Name	Enter the name of the literature record. It is recommended to remove any dot extension added in the Name field by default when you load the file.
   File Name	Click Browse and in the Choose File dialog box, select the document file. You can also enter the file name manually.
   Literature Type	Select the type of the literature as Message. You must set this field to Message type, because the Literature Type field is used to filter the literature items that are available in PCD.
   Release Date	Select a date after which this content can be used in PCD. This is required for records of Literature Type equal to Message.
   Expiration Date	Select a date after which this content should not be used in PCD. This is required for records of Literature Type equal to Message.
   Distribution Method	Select Publish to automatically distribute the content to remote users based on permissions.
   Questionnaire	(Optional). Click Browse and in the Questionnaire dialog box, select the Template Name that you want, and click OK. Sales assessment templates for Messages are created in Data Administration screen > Sales Assessment Templates view, where assessment template type must be set to Message.
   Thumbnail Image	(Optional). Click Browse and in the Images dialog box, select the image that you want and click OK. The associated thumbnail image file is used in PCD Planner.
   Verification Status	Set to default value of Not Verified. After the Administrator verifies that the content can be loaded and displayed in PCD Viewer, the verification status is set to Success or Failed. For more information about verification, see Verifying PCD Content.

4. Click Show More to capture additional information about the new content.

   Some fields are described in the following table.

   Field	Description
   Synopsis	(Optional). Enter a brief synopsis of the content.
   Description	(Optional). Enter a description of the content.
   Subtype	(Optional). Use the drop-down list to select a subtype of the literature file.
   Rating	(Optional). Select the rating for the content, if any.
   Speaker Notes	(Optional). Enter any Speaker notes for the content.
   Audience	(Optional). Enter the intended audience for the content.
   External Author	(Optional). Enter the name of the author of the content.
   Detail Product	(Optional). Click Browse and in the Pick Product dialog box, select the product name for which this message is created and click OK.
   Legal Approval	(Optional). Select if content was approved by Legal.
   Legal Approver	(Optional). Select the Legal approver of the content.
   Legal Approval Date	(Optional). Select the date the content was approved by Legal.
   Marketing Approval	(Optional). Select if content was approved by Marketing.
   Marketing Approver	(Optional). Select the Marketing approver of the content.
   Marketing Approval Date	(Optional). Select the date the content was approved by Marketing.

   NOTE:  Do not associate any Accounts, Competitors, Industries and Products to the content as this action might result in unnecessary distribution of content based on associated visibility.

   In addition, do not change Local (Checked), Request (Unchecked), Update File (Checked) and Internal (Checked) fields. If you uncheck Internal, Literature is available as an enclosure in the Correspondence screen, and it is displayed in the Competitive Literature list of the Competitors screen.