Bookshelf v7.5: Summary of Applications Administration Tasks

Table 6 summarizes the additional application administration tasks necessary to set up various Siebel eBusiness applications and optional modules.

Table 6. Application Administration Tasks
If You Want to	You (May) Need to Perform	For More Information, See
Use any base application (for example, Siebel Sales or Siebel Call Center)	Initial Setup tasks.	Initial Setup
	Ongoing administration tasks.	Ongoing Application Administration Tasks
Control access to views or data	Establish a strategy for controlling access to views and data: Establish the business environment (such as organizations, divisions, territories) Add employees Assign responsibilities to employees	Security Guide for Siebel eBusiness Applications
Launch a global deployment	Locale and language administration tasks.	Setting Up Locales Setting Up Languages Global Deployment Guide
Manage global accounts	Account administration tasks: Set up global account hierarchies.	Global Accounts
Use Application Services Interfaces (ASIs) for accounts, contacts, or households	Set up Web services and activate workflows for the ASIs.	Integration Using ASIs
Create catalogs for data, including products	Create catalogs for products, literature, solutions and auctions.	Siebel eSales Administration Guide
Use Presentations, Proposals, and Correspondence functionality	Set up the Siebel Document Server, and create templates.	Proposals Presentations Correspondence
Manage content with Content Center	Set up a staging environment, set up content objects and workflows, and set up content types.	Content Center
Manage a microsite	Microsite administration tasks.	Microsite Management
Use the calendar to set up resources, such as conference rooms, equipment, and projectors	Calendar administration tasks.	Calendar
Use Assignment Manager to automatically assign tasks to appropriate users	Create skills and other criteria.	Siebel Assignment Manager Administration Guide
Use Siebel Marketing	Marketing administration tasks.	Siebel Marketing Guide
Manage lists of contacts and prospects	List Management tasks.	Siebel Marketing Guide
Use Competency Management System	Skills and competencies administration tasks Note: These are different skills than those used by Assignment Manager.	Siebel Employee Relationship Management Administration Guide
Use Time Sheets and Expense Reports	Time Sheet and Expense Report setup tasks, such as creating work types.	Siebel Professional Services Automation Guide
Manage Service schedules, Service Assets, Warranties	Service administration tasks.	Siebel Field Service Guide
Manage quotas and employee or partner incentive compensation	Incentive compensation administration tasks.	Siebel Incentive Compensation Administration Guide
Manage orders and the order process	Order administration tasks.	Siebel Order Management Guide