Siebel Partner Relationship Management Administration Guide > Setting Up Siebel PRM > Installing and Configuring Siebel PRM >

Personalizing Siebel PRM

Personalization means showing customers, employees, and partners what they want and need to see.

Some personalization is built into Siebel PRM. For example, when partners use the Siebel PRM Portal, it greets them by name and displays content targeted to their needs and interests.

You can personalize the application further by using Siebel Personalization to define rules to show and hide views, applets, and content dynamically. Personalization deployment rules can depend on data such as users' personal profile information, date ranges, their company, geographical information, and other parameters.

For information about administering personalization, see Siebel Personalization Administration Guide.

NOTE:  You can also provide targeted content to partners by using partner alerts, Siebel Briefings, and other features of Siebel PRM that are covered in Managing Your Partners.

Setting Up Advanced Search

Siebel PRM can search for data in two ways:

• Search. Search lets users search for data in a specific field of a specific business object.
• Advanced Search. Advanced search lets users do full text searches of multiple fields in multiple data sources.

Advanced Search uses the Hummingbird Ltd. SearchServer engine to scan database tables and documents in the Siebel File System.

To implement Siebel Advanced Search, you must complete the following tasks:

• Install Hummingbird Ltd. SearchServer.
• Set up a separate directory for the search indexes for Siebel Search.
• Set up separate ODBC drivers for Siebel Search.
• Create and index the search tables.

For information about installing and administering Siebel Search, see Siebel Search Administration Guide.