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Product Administration Guide
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Introduction
How This Guide Is Organized
Revision History
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Overview
Overview of Types of Product Administration
About Working with Product Administration
Important Processes for Product Administration
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Mapping eConfigurator 6.x Features to Release 7.x
Upgrading 6.x Models to 7.x
Managing Models
Designing the Catalog
Working with Properties
Working with Resources
Working with Linked Items
Designing Rules and Logical Expressions
Designing Scripts
Quote Integration and Configuration Assistant
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Select a Configuration Method
Choosing a Deployment Method for eConfigurator
Consider the Nature of Your Data
Consider Your Runtime Deployment Requirements
When to Use Each Method
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Basic Product Administration
About the Product Record
About Verify
Creating a Product Record
Editing a Product Record
Copying a Product Record
Deleting a Product Record
Exporting Product Records for Display
Associating a Product with a Product Class
Associating Products with Price Lists
Setting Up User Access
Setting Start and End Dates for Display of a Product
Creating Product Line Names
Creating Product Features
Assigning Key Features to a Product
Viewing Product Attributes
Defining Related Products
Designating Equivalent Products
Comparing Features of Equivalent Products
Creating a Product Auction
Creating Product Entitlements
Associating Literature with Products
Adding Product News
Associating Images with Products
Creating Product Field Service Details
Creating Product Measurements
Exporting and Importing Products
Obtaining a Product List Report
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Product Classes
About Classes
Defining a Class
Creating a Class Hierarchy
Editing a Class Definition
Deleting a Class
Exporting or Importing Classes
Locating a Class
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Product Attributes
About Product Attributes
About Lists of Values (LOV)
About Hidden Attributes
Defining an Attribute with a List of Values Domain
Defining an Attribute with a Range of Values Domain
Editing an Attribute Definition
Deleting an Attribute Definition
Customizing an Inherited Attribute Domain
Associating Attributes with a Product
Viewing a Product's Attributes
Changing the Hidden or Required Settings for a Product
Setting an Attribute Value for a Product
Creating a List of Values (LOV) for a Product Attribute
Editing a List of Values Definition for a Product Attribute
Deleting a List of Values for a Product Attribute
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Attributes with Business Component Domains
About Attributes with a Business Component Domain
About the UI Properties
Adding the Attribute to a Selection Page
Associating the Attribute with a Business Component
Setting Up Multiple Fields for Display
Creating a Business Component Field Constraint
Creating an Attribute Value Constraint
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Smart Part Numbers
About Smart Part Numbers
Creating Dynamically Generated Part Numbers
Editing a Dynamic Generation Method
Creating Predefined Part Numbers
Editing a Predefined Generation Method
Assigning a Generation Method to a Product
Viewing a Product's Smart Part Number in a Quote
Updating a Generation Method with Attribute Changes
Querying for Products with the Same Generation Method
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Product Bundles
About Product Bundles
Creating a Simple Product Bundle
Modifying Simple Product Bundles
Deleting a Simple Product Bundle
Controlling How Bundle Components are Forecast
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Build Customizable Products
About Customizable Products
About Relationships
About Cardinality
Creating a Customizable Product Work Space
Refreshing the Work Space
Selecting and Locking a Customizable Product
Adding a Single Product
Adding Products by Using the Class Domain
Adding Products Using the Dynamic Class Domain
Adding a Group of Products from Different Classes
Adding a Customizable Product
Editing a Relationship Definition
Updating Product Information in Relationships
Deleting Products
Deleting a Customizable Product's Structure
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Release and Manage Customizable Products
About Bundles as Customizable Products
About Customizable Assets and Delta Quotes
About Auto Match
About Finish It!
Testing a Customizable Product (Validation Mode)
Releasing a Customizable Product for Use
Reverting to an Earlier Version
Deleting a Customizable Product Version
Copying a Customizable Product
Obtaining a Report on a Product's Structure
Creating Class-Product Templates
Turning Off a Class-Product Template
Converting a Bundle to a Regular Customizable Product
Converting a Regular Customizable Product to a Bundle
Defining a Customizable Asset
Controlling How Products and Bundles Are Taxed
Controlling How Customizable Products are Forecast
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Customizable Product User Interface
About the Role of the Product UI Designer
About Base Themes
About Product Themes
About the Default User Interface
About the Menu-Based Interface
About Groups
About User Interface Controls
About Pricing Integration
Selecting the Base and Product Themes
Grouping Items onto Pages
Editing Item Groups
Deleting Item Groups
Adding a Summary Page
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Customizable Product UI Properties
About UI Properties
About Predefined UI Properties
Defining a UI Property
Hiding Parts of a Customizable Product
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Customizable Product Web Templates
About Customizable Product Web Templates
About UI Properties in Web Templates
About UI Property Values
Creating a New Web Template
Modifying the Display Name of the Customizable Product
Modifying the Display Name of a Customizable Product, an Example
Modifying the Display Name of Groups
Modifying the Display Name of Groups, an Example
Modifying the Display Name of Items
Modifying the Display Name of Items, an Example
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Customizable Product Resources
About Resources
Creating a Resource
Editing a Resource Definition
Deleting a Resource
Managing Resources Using Configuration Rules
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Customizable Product Links
About Links
Creating a Business Component Link
Creating a System Variable Link
Editing a Link Definition
Deleting a Link
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Customizable Product Rule Designer
About the Rule Designer
About Class-Product Rule Inheritance
Creating a Configuration Rule
Editing a Rule
Copying a Rule
Deleting a Rule
Creating Groups of Related Rules
Setting Effective Dates for Rules
Deactivating a Rule
Creating a Rule Template
Editing or Deleting a Rule Template
Obtaining a Rule Summary Report
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Configuration Rule Template Reference
About Constraints
About Configuration Rule Processing
About Rule Conditions
Attribute Value (Advanced)
Conditional Value
Constrain
Constrain Attribute Conditions
Constrain Attribute Value
Constrain Conditionally
Constrain Product Quantity
Constrain Relationship Quantity
Constrain Resource Value
Display Message
Display Recommendation
Exclude
Provide and Consume Templates
Provide and Consume, Simple
Relationship Item Constraint
Require
Require (Mutual)
Set Initial Attribute Value
Set Initial Resource Value
Set Preference
Compound Logic and Comparison Operators
Arithmetic Operators
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Configuration Rule Assembly Language
Why Use Rule Assembly Language?
About Rule Assembly Language
Creating Rules Using the Assisted Advanced Rule Template
Creating Rules Using the Advanced Rule Template
Managing Rules Written in Rule Assembly Language
Specifying Data
About Operators
Data Operators
Boolean Operators
Comparison and Pattern Matching Operators
Arithmetic Operators
Attribute Operators
Conditional Operators
Special Operators
Customizable Product Access Operators
Rule Examples
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Customizable Product Scripts
About Scripts
About Script Processing
About Product Names
About Product Path
Cfg_InstInitialize Event
Cfg_ChildItemChanged Event
Cfg_AttributeChanged Event
Cfg_InstPostSynchronize Event
Cfg_ItemChanged Event
Cfg_OnConflict Event
GetInstanceId Method
GetCPInstance Method
GetObjQuantity Method
AddItem Method
RemoveItem Method
SetAttribute Method
Creating an Event Script
Creating a Declarations Script
Editing a Script
Deleting a Script
Reviewing the Script Log
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Multilingual Data
What Can Be Translated?
How Multilingual Data Translation Works
Translating the Product Description
Translating a Class Display Name
Translating an Attribute Display Name and Description
Translating Configuration Rule Explanations
Translating Relationship Names
Translating UI Group Names
Translating UI Property Values
Translating an Attribute List of Values
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Cache Management
About Snapshot Mode
Setting Up Snapshot Mode on the Siebel Server
Setting Up Snapshot Mode on the Client
Refreshing the Snapshot Mode Cache
Refreshing the Cache with Product Changes
Refreshing the Cache with Class Changes
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Technical Reference
eConfigurator Architecture
Siebel eConfigurator Server Deployment
Enabling Snapshot Mode
Enabling Auto Match
Specifying Keep Alive Time for Configurator Sessions
Enforcing the Field Length for Entering Advanced Rules
Displaying RAL in the Rule Designer
Turning Off Default Instance Creation
Revising the System Default Cardinalities
Displaying Fields from S_PROD_INT in Selection Pages
eConfigurator API
About the Instance APIs
APIs to Interact with Conflicts and Messages
APIs to Set Product and Attribute Values
Object Broker Methods
Application Integration Network
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