Configuring Siebel eBusiness Applications

What's New in This Release

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Overview of Configuring Siebel Applications

About Siebel Objects

About the Siebel Object Architecture

Physical User Interface Layer

Logical User Interface Objects Layer

Business Objects Layer

Data Objects Layer

Summary of Object Types and Relationships

About Classes in Siebel Tools

About the Siebel Operating Architecture

Siebel Web Engine Infrastructure

How the Siebel Web Engine Generates the Application

About Standard and High Interactivity

JavaScript Object Architecture in High Interactivity

Enabling and Disabling High Interactivity for Applications

About Configuring Objects for High Interactivity

About Calendar Views and Interactivity

About Integration with J2EE

About Siebel Partner Connect and Siebel Tools for Partner Connect

About Configuring Siebel Applications

Usage and Configuration of Non-Licensed Objects

Configuration Goals and Objectives

Overview of the Development Process

About Structuring Development Work

Configuration Strategy

Guidelines for Naming Objects

About Modifying Objects

About Copying Objects

About Upgrade Inheritance

About Object Reuse

Deciding When to Reuse Objects

About Reusing Business Component Fields and Table Columns

About Reusing Business Components

About Reusing Tables

About Reusing Views

About Reusing Applets

About Scripting and Object Interfaces

Server-Side Scripting

Browser-Side Scripting

Generating Browser Scripts

About Localization

Other Ways to Customize Application Behavior

Personalizing Your Web Application

Managing Web Content with Siebel eBriefings

Dynamic Data Capture with Siebel eSmartScript

Siebel Assignment Manager

Siebel Business Process Designer

State Model

Siebel ePricer

Setting Up Developers as Mobile Users

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Working with the Entity Relationship Designer

About the Entity Relationship Designer

Navigating to Entity Relationship Diagrams

Process of Creating and Binding Entity Relationship Diagrams

Creating Entity Relationship Diagrams

Defining Entity Attributes

Binding Entities to Business Components

Associating Entity Attributes to Business Component Fields

Binding Relationships to Links or Joins

Viewing the Entities and Relations Lists

Modifying Relationship Properties

Modifying Shape Properties

Aligning Shapes

Making Shapes the Same Size

Adding Points to Lines

Hiding Line Text

Moving Line Text

Returning Line Text to the Default Location

Moving Shapes Around the ERD Canvas

Resizing Shapes

Zooming In and Out

Showing Connection Points

Showing Grid Lines

Turning Snap to Grid On

Copying Entity Relationship Diagrams

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Configuring Tables and Columns

About Tables

About Extension Tables

About One-to-One Extension Tables

About Implicit Joins

About One-to-Many Extension Tables

About Intersection Tables

About Columns

About Data Columns

About Extension Columns

About System Columns

About Indexes and Index Columns

About User Keys

About the S_Party Table

About Database Extension Options

Guidelines for Extending the Data Model

Using Static 1:1 Extension Tables

Using Static 1:M Extension Tables

Process for Extending the Data Model

Adding Extension Columns to Base Tables

Creating Columns of Type LONG

Creating 1:1 Extension Tables Using the Object List Editor

Creating New Tables Using the New Table Wizard

Modifying Extension Tables or Columns

Deleting Extension Tables or Columns

Creating Custom Indexes

Applying Database Extensions to the Local Database

Preparing Server Database for Applying Schema Changes

Applying Data Model Changes to the Server Database

Propagating Changes to Other Local Databases

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Configuring EIM Interfaces

About Interface Tables

About EIM Object Types

EIM Interface Table Object Type

EIM Interface Table Column Object Type

Interface Table User Key Usage Object Type

EIM Table Mapping Object Type

Attribute Mapping Object Type

Foreign Key Mapping Object Type

Foreign Key Mapping Column Object Type

User Key Object Type

User Key Column Object Type

User Key Attribute Object Type

User Key Attribute Join Object Type

Labeling Data Loaded in EIM As No Match Row Id Instead of NULL

EIM Table Mapping Wizard

EIM Object Specifications

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Configuring Docking Rules

About Dock Objects

Dock Object Visibility Rules

Finding a Dock Object for a Business Component

Docking Wizard

Creating New Dock Objects

Adding a New Dock Table to a Dock Object

Verifying Dock Objects

Deleting and Cleansing Dock Objects

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Configuring Business Components

About Business Components

About Virtual Business Components

Guidelines for Configuring Business Components

Creating Business Components

Defining Business Component Properties

Defining Sort Specifications

Defining Search Specification Property

About Fields

About Field Data Types

About System Fields

About Calculated Fields

Creating Sequence Fields

Configuring Data-Driven Read-Only Behavior

Configuring Dual Currency

Exposing Business Components as OLEDB Tables

Configuring Client-Side Import

Managing Unused Business Components

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Configuring Joins

About Joins

About Implicit Joins

How a Join Is Constructed

Guidelines for Configuring Joins

Using a Predefault Value for a Join Field

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Configuring Links

About Links

How Links Are Constructed

Creating Links to Define a 1:M Relationship

Using Two Links to Define a M:M Relationships

About the Cascade Delete Property

About the Search Specification Property

About the Visibility Rule Property

Using the Check No Match Property with a Primary Join

About Multi-Value Links

How Multi-Value Links Are Constructed

How Indirect Multi-Value Links Are Constructed

How a Cascade Copy with a Multi-Value Link Is Constructed

Configuring the Primary ID Field

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Configuring Business Objects

About Business Objects

How Business Objects Are Constructed

Guidelines for Configuring Business Objects

Creating Business Objects and Business Object Components

Managing Unused Business Components

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Configuring Applets

About Applets

About Applet Child Objects

About the Role of Applet Modes

About Form Applets

About List Applets

Guidelines for Configuring Applets

About Applet Controls and List Columns


Button Controls

Check Box Controls

Combo Box Controls









Label Controls
















About Run-Time Pop-Up Controls

Guidelines for Configuring Controls and List Columns

Creating List Applets

Creating Form Applets

Adding Web Templates to Applets

Setting Applet Search Specifications

Exposing System Fields

Setting Default Method for an Applet

Changing Styles of Label Text

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Editing Applet Layout

Working with the Applet Layout Editor

Adding Existing Controls and List Columns to Applet Layouts

Adding New Controls and List Columns to Applet Layouts

Positioning Controls and List Columns in Non-Grid Layouts

Deleting Controls and List Columns

Editing List Columns Display Names and Control Captions

Displaying a Control When the Show More Button Is Selected

Previewing the Applet Layout

Export the Preview to an HTML File

Checking Mappings

About Grid Layout

Working With Grid Layout

Positioning Controls in a Grid Layout

Aligning Controls in a Grid Layout

Making Controls the Same Size in a Grid Layout

Spacing Controls in a Grid Layout

Centering Controls in a Grid Layout

Aligning Label Text in a Grid Layout

Copying and Pasting Items in a Grid Layout

Setting Tab Order for Fields in a Grid Layout

Resizing the Grid Layout Canvas

Converting Form Applets to a Grid Layout Using the Conversion Wizard

Converting Form Applets to Grid Layout By Changing the Web Template

Troubleshooting Conversions to Grid Layout

Applet Web Templates that Cannot Be Converted to a Grid Layout

About Application-Specific Mappings

Configuring Controls and List Columns to Appear in More Mode Only

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Configuring Screens and Views

About the UI Navigation Model

About Views

Guidelines for Configuring Views

Process of Creating Views

Creating Views Using the View Wizard

Registering Views

Creating Views using the Object List Editor

Editing View Layout

Configuring Secure Views

Configuring Views for Explicit Login

Enabling and Disabling High Interactivity for Views

Troubleshooting View Configuration

Configuring the Thread Bar

Configuring Personal Layout Control

About Drilldowns

About Applet Toggles

Example of Configuring Applet Toggles

About Screens

About Screen Views

Example Screen View Hierarchy

Process of Creating Screens and Screen Views

Configuring Screens

Creating Screen Views

Defining Sequence for Screen View Objects

Process for Creating Screen Home Page Views

Creating Rapid Search and Rapid Add Virtual Business Components

Configuring View Links Functionality

Configuring Recent Records Functionality

Creating a New Business Object for the Screen Home Page View

Creating New Screen Home Page Applets

Creating a New Screen Home Page View

Adding a New Screen View to the Screen Object

Managing Unused Screens

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Configuring Applications

About Applications

Application Configuration Guidelines

Creating Applications

Process of Exposing Screens in the UI

Defining Page Tabs

Defining Screen Menu Items

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Configuring Web Page Objects

About the Web Page Object

Editing the Layout of Web Page Objects

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Configuring Toolbars and Menus

About Toolbars and Menus

About the Command Object Type

About the Toolbar Object Type

About the Toolbar Item Object Type

About the Menu and Menu Item Object Types

About Applet Method Menu Item

About the Class Method Menu Item

About Activating and Deactivating Menu Items and Toolbars

About Invoke Method Targeting

Creating Command Objects

Creating a New Toolbar

Adding a New Toolbar Icon to an Existing Toolbar

Extending Toolbars Using JavaScript

Creating Applet Menus

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Configuring Picklists and Pick Applets

Types of Picklists

About Static Picklists

About the Originating Applet of a Static Picklist

About the Originating Business Component of a Static Picklist

About Static Pick List Objects

Creating a Static Picklist Using the Pick List Wizard

About the Picklist Generic Business Component

About Dynamic Picklists

About the Originating Applet of a Dynamic Picklist

About Pick Applets

Creating Pick Applets

About the Originating Business Component of a Dynamic Picklist

About Dynamic Picklist Objects

Creating Dynamic Picklist Objects

Constraining Dynamic Picklists

About Hierarchical Picklists

Configuring a Hierarchical Picklist

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Creating and Administering Lists of Values

About Lists of Values

Creating New LOV Types and LOV Values Using Siebel Tools

About Organization Enabled Lists of Values

Guidelines for Setting Up Organization Enabled Lists of Values

Guidelines for Configuration and Scripting With Organization Enabled LOVs

Associating Organizations to Lists of Values

About Multilingual Lists of Values

About the Language Independent Code

Guidelines for Configuring MLOVs

Process of Enabling MLOVs

Identifying Which Columns to Enable

Checking for Visibility Rules

Making Sure the LOV Type Is Translatable

Determining If the Picklist Is Bounded

Reviewing List of Columns That Cannot be MLOV Enabled

Configuring the Multilingual List of Values in Siebel Tools

Adding Translated Display Values in Application Administration

Upgrading Existing Data Using the MLOV Upgrade Utility

MLOV Upgrade Utility Parameters

Resuming the MLOV Upgrade Utility When Errors Occur

About the MLOV Upgrade Log File

Integration Considerations

Configuration Considerations

MLOV Configuration and Coding Guidelines

About Querying and Multilingual Lists of Values

Configuring Siebel Business Process Designer to Use MLOV-Enabled Fields

Configuring Siebel Assignment Manager to Use MLOV-Enabled Fields

Configuring Siebel Anywhere for Use with MLOV-Enabled Fields

Important Fields in List of Values Administration Views

About Adding Records for MLOV Fields

Deleting Compared to Deactivating MLOV Records

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Configuring Multi-Value Group and Association Applets

About MVG Applets

Understanding How MVGs are Implemented

About the Originating Applet of an MVG

About the Originating Business Component of an MVG

About the Multi-Value Link

About the Link Object

About the MVG Business Component

Creating MVGs Using the MVG Wizard

About MVG Applets

Configuring MVG Applets

About Association Applets

Association Applets Invoked from Master-Detail Views

Association Applets Invoked from Multi-Value Group Applets in SI Mode

About Shuttle Applets

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Configuring Special Purpose Applets

About Chart Applets

About Types of Charts

Bar Charts

Line Charts

Pie Charts

Scatter Charts

Understanding How Chart Applets Are Constructed

Business Component Mapping

Using Picklists in Chart Applets

About Show Picklists

About the By Picklist

About the Second By Picklist

Charts with Multiple Curves Plotted Against One Y Axis

Charts with Two Y Axes

Axis Points—Limiting and Sorting

Chart Element Object Type

Making X-Axis Labels Vertical

Sizing Chart Images

About Performance Considerations

Using the Chart Applet Wizard

About Tree Applets

Configuring Tree Applets and Explorer Views

Using the Tree Applet Wizard

Creating Tree Applets in the Applet Layout Editor

About Recursive Trees

File Attachment Applets

Configuring Attachment Applets

Configuring Attachment Business Components

Configuring Attachment Tables

Pop-Up Windows

Configuring Pop-Up Applets Launched from Applets

Configuring Pop-Up Wizards

Configuring Pop-Up Views Launched from Applets

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Configuring Special Purpose Controls

ActiveX Controls

Creating DLL and Class Objects That Reference an ActiveX Control

Adding an ActiveX Control to an Applet

Setting Properties in an ActiveX Control

ActiveX Methods and Events

Distributing ActiveX Controls

HTML Content Controls

Configuring Fields to Use Web Content Assets

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Displaying Images

About Displaying Images in the Siebel User Interface

Creating Bitmap Categories and Bitmap Objects

Configuring Buttons to Display Images

Displaying Images for Field Values

Defining Images Used in Hierarchical Objects

Using Images as Links in Controls

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Overview of Web Templates and Siebel Tags

About Siebel Templates

About Web Page Templates

About View Templates

About Applet Templates

About Form Applet Templates (Grid-Based)

About Form Applet Templates (Non Grid-Based)

About List Applet Templates

Displaying Totals of List Column Values

Multi-Value Group and Pick Applet

About Tree Applets Templates

About Chart Applet Templates

About Catalog-Style List Applets and Rich List Templates

About Siebel Tags

How Siebel Objects are Mapped to IDs in Web Templates

About Singleton and Multi-Part Tags

About the "This" Tag

About Iterators

About Nesting and Siebel Tags

About SWE Conditional Tags

About Using Toolbars and Menus in Templates

How Toolbars are Displayed in Templates

How Menus are Displayed in Templates

About Using the Thread Bar in Templates

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Specialized Behavior Supported by Web Templates

About Search and Find in SWE Templates

Search Tag: <swe:srchCategoryList>

Search Tag: <swe:srchCategory>

Search Tag: <swe:srchCategoryText>

Search Tag: <swe:srchCategoryControl>

Search Result Tag: <swe:srchResultFieldList>

Search Result Tag: <swe:srchResultField>

Search Result Tag: <swe:this>

Favorites (Predefined Queries)

About Siebel Conditional Tags

Conditional Tag: <swe:if>

Conditional Tags: <swe:switch>, <swe:case>, and <swe:default>

Conditional Tag: <swe:if-var>

About Browser Group-Specific Templates

How Hierarchical List Applets Are Rendered

About Browser-Specific Mappings

Creating Custom HTML Control Types

Displaying Server Side Errors

Adding Graphics to Templates

Adding Sorting Capabilities to you Application

About Cascading Style Sheets

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Configuring Keyboard Accelerators

About Accelerators

Adding a New Keyboard Accelerator

Modifying Key Sequence

Hiding the Key Sequence

Guidelines for Configuring Keyboard Accelerators

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Configuring Spell Check

About Spell Check

Process for Configuring Spell Check

Creating a Spell Check Button

Defining Spell Check Button User Properties

Adding Spell Check Button to a Web Template

Associating Spell Check Business Component to a Business Object

Creating a Spell Check Menu Item

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Configuring the Customer Dashboard

About the Customer Dashboard

Enabling the Customer Dashboard

Process for Configuring the Customer Dashboard

Adding Business Components to the Customer Dashboard Business Object

Adding Business Component Lists User Properties to the Dashboard Business Service

Mapping Business Component Fields to the Dashboard Business Service

Creating Customer Dashboard Field Labels

Formatting Customer Dashboard Phone Number Fields

Configuring the Customer Dashboard GoTo View Drop-Down List

Configuring Labels for Customer Dashboard GoTo Views

Changing the Background Color and Border of the Customer Dashboard

Changing the Size and Location of the Customer Dashboard

Configuring Communication Events to Populate the Customer Dashboard

The Process of Configuring SmartScripts to Populate the Customer Dashboard

Activating the SmartScript Player

Mapping SmartScript Variables to Customer Dashboard Fields

Configuring SmartScripts to Save Answers

Using Siebel VB and eScript to Populate the Customer Dashboard

About Customer Dashboard Commands

Example of Using Customer Dashboard Commands with Siebel eScript

Example of Using Customer Dashboard Commands with Siebel VB

About Dual Personalization

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Online Help Development

Online Help Implementation Overview

Employee Applications

Customer Applications

About Editing HTML Files

Employee Applications

Location of Employee Application Help Files

Online Help and Siebel Tools

Customizing and Adding Help

Migrating Help

Customer Applications

Location of Customer Application Help Files

Online Help and Siebel Tools

Changing Help Links

Adding Help Links for New Applications

Customizing Help Content

Adding Help Content

Migrating Help

Global Deployment

Language Folders

Localizing Online Help

Help Source Files

Employee Applications Files

Customer Applications Files

Cascading Style Sheet

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Configuring Siebel eBusiness Applications