Developing and Deploying Siebel Business Applications
What's New in This Release
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Introducing the Business Case
Goals and Scope of Developing and Deploying Siebel Business Applications
Introducing NREC
NREC's Business Objectives
NREC's User Profiles
Siebel Business Functionality
Access Requirements
NREC's Implementation Strategy
Siebel eRoadmap Methodology
Introduction to Application Software Testing
Common Test Definitions
Siebel eRoadmap Implementation Methodology
Overview of the Siebel Testing Process
Plan Testing Strategy
Develop Tests
Execute Siebel Functional Tests
Execute Integration Tests
Execute User Acceptance Tests
Execute Performance Tests
Improve Testing
Project Team
Sample Project Design Documentation
NREC's Business Requirements
Manage the List of Houses for Sale
Manage Opportunities
Manage Activities
Manage Contacts
Reviewing NREC's Design
Data Layer
Business Object Layer
User Interface Layer
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Installing Siebel Applications
Siebel Application Environments
The Development Environment
The Test Environment
The Production Environment
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Getting Started with Siebel Tools
Siebel Object Architecture
Understanding the Object Definition Sequence
Using Siebel Tools
Windows in Siebel Tools
Web Layout Editor
Setting Tools Options
The Configuration Process
Checking Out Projects from the Server
Making Configuration Changes
Compiling Projects
Testing Changes
Checking In Projects
Other Key Tasks for Managing Object Definitions
Viewing Project Differences Before Check In
Locking Projects in Your Local Repository
Exporting Object Definitions
Importing Object Definitions
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Setting Up a Developer's Local Database
About the Local Development Environment
Setting Up Database Users
Creating Positions
Associating Responsibilities
Setting Up Developers as Siebel Employees
Setting Up Developers as Mobile Web Clients
Generating a New Database Template
Running the Generate New Database Server Component
Extracting the Local Database
Sample Directory Tree After Running Database Extract
Initializing Each Developer's Local Database
Performing a Full Get
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Getting Started in the User Interface Layer
Creating an NREC Project
Setting Your Target Browser
Creating Strings
How the Symbolic Strings Model is Implemented
Strings Not Included in the Symbolic Strings Model
Creating Symbolic String References
Inactivating Screens
Inactivating Views
Configuring NREC's Activity Applets
About Applets and Applet Web Templates
NREC's Business Requirements
Removing Fields (List Columns and Controls) from the User Interface
Exposing Fields in the User Interface
Reviewing the Results
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Configuring the House and Opportunity Entities
Configuring the House Detail View
Extending the Database by Adding New Columns to the Base Table
Configuring the Internal Product Business Component
Modify Existing Product Applets to Display NREC Attributes
Creating the House Detail View
Creating the Houses Screen
Compiling and Unit Testing
Configuring the House Detail - Appraisals View
About Standard 1:M Extension Tables
Creating the Appraisals Business Component
Creating a Link Between Houses and Appraisals
Adding the Appraisals Business Component to a Business Object
Create a New Appraisals List Applet
Creating the House Detail - Appraisals View
Adding the House Detail - Appraisals View to the Houses Screen
Compiling and Unit Testing
Configuring the Opportunity Details View
Adding Additional Columns to the Opportunity Base Table
Adding Fields to the Opportunity Business Component
Modifying Applets to Display Additional Attributes
Compiling and Unit Testing
Testing the House and Opportunity Entities
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Pick Lists, Drilldowns, and MVGs
Configuring Pick Lists
Static Pick Lists
Dynamic Pick Lists
Constraining a Pick List
Creating Drilldowns
Creating a Dynamic Drilldown
Configuring Multi-Value Groups
Creating an MVG
Exposing the MVG in the User Interface
Testing the Configuration Changes
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Creating a Virtual Business Component
Understanding Virtual Business Components
NREC's Virtual Business Component
Creating a Business Service
Defining the Business Service
Defining Business Service Scripts
Creating a Virtual Business Component
Creating Fields for the Virtual Business Component
Defining User Properties for the Virtual Business Component
Creating a Link
Updating the Business Object
Exposing the Fields in the User Interface
Creating a New List Applet
Creating a New View
Adding the View to a Screen
Compiling and Testing
Code Samples
Code to Copy into General:Declarations
Code to Copy into Service:Service_PreInvokeMethod
Testing the Virtual Business Component
Documenting Your Changes in an ERD
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Modifying the Look and Feel of the Web Client
User Interface Elements
Source Control for Web Template and Related Files
Location of Siebel Web Templates and Related Files
The Web Template Development Process
Adding a New Logo to the Banner
Modifying the Banner Frame Web Template
Modifying the Banner Color Scheme
Modifying the Screen Bar and View Bar Colors
Modifying Applet Colors
Testing the Web Client Changes
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Testing the NREC Deployment
Execute Integration Tests
Execute User Acceptance Tests
Executing Performance Tests
Improve Testing
Benefits of Functional Test Automation
Benefits of Load Test Automation
Key Features of Load Test Tools
Architectural Overview of Load Testing
Setting Up Your Load Testing Environment
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Migrating to the Test Environment
Migrating Repository Data from Development to Test
Preparing for the Repository Migration
Migrating the Repository
Moving Modified Web Templates and Related Files
Migrating Nonrepository Data from Development to Test
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Using EIM to Load Data Into the Test Environment
Basic EIM Concepts
Interface Tables
Process Overview
Import Example
Using the Interface Tables
Determining Which Columns Are Required
Loading the Interface Tables
Editing the Configuration File
Disabling Logging Before Initial Loads
Running EIM
Checking the Results of the Data Import
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Required Application Administration Tasks
Logging On as the Siebel Administrator
Defining Views
Defining Company Structure
Understanding Company Structure
Understanding Access to Data
Setting Up Organizations and Organization Skills
Setting Up Divisions
Setting Up Positions and Position Skills
Defining Responsibilities
Setting Up Users
Setting Up Database Users
Types of Users
Setting Up an Employee in Your Siebel Application
Associating Responsibilities with a User
Registering Partners and Creating Partner Organizations
Registering Partners and Promoting Them to Organizations
Creating Positions, Responsibilities, and User Assignments
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Assignment Manager
Configuring Territory Assignment Components
Creating Assignment Rules Based on Territories
Specifying Assignment Criteria and Values for Rules
Adding Positions for Each Assignment Rule
Releasing the Assignment Rules
Activating the Rules
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Siebel Business Process Designer
Configuring Siebel Communications Server
Creating an Email Template
Creating a Workflow Process
Using Workflow Process Features in Siebel Tools
Creating a Workflow Policy
Creating a Policy Action
Creating a Policy Condition
Activating the Rules
Running Generate Triggers
Starting Workflow Monitor Agent
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Personalization
Creating Rule Sets
Associating Rule Sets with Applets
Creating Rules
Using the Expression Designer
Testing
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Implementing Siebel Remote
Setting Up the Siebel Remote Server
Setting Up a New Siebel Remote User
Creating a Mobile Web Client User Account and Privileges
Setting Up Mobile Client Hardware and Software
Enabling Network Connectivity
Establishing Autodial Preferences
Setting Siebel Remote Preferences
Registering a Mobile Client
Running Database Extract for a Mobile Web Client
Initializing a Mobile Web Client Local Database
Synchronizing a Mobile Web Client
How Changes Are Propagated To and From a Mobile Web Client
Process Flow for Changes Made by Mobile Users
Synchronizing a Mobile Web Client Machine
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Deploying the Application
Migrating Data from the Test Environment to Production
Moving Setup Data
Moving Program Data
Rolling Out to End Users
Rolling Out to Siebel Web Client Users
Rolling Out to Mobile and Dedicated Web Client Users
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