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Product Administration Guide

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How This Guide Is Organized

Revision History

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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 Attribute Conditions

Constrain Attribute Value

Constrain Conditionally

Constrain Product Quantity

Constrain Relationship Quantity

Constrain Resource Value

Display Message

Display Recommendation


Provide and Consume Templates

Provide and Consume, Simple

Relationship Item Constraint


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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Product Administration Guide