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Symbols
.sql (dnbinitial.sql), using to load D&B data 1
A
accounts
account hierarchy, changing 1
custom hierarchy, maintaining 1
hierarchies, types of 1
ActiveX, browser support of 1
activities
See also About Activity Templates and Activity Plans
about 1
activity assignment, about and employee and category values (table) 1
activity plans, about 1
assignment methods 1
business objects, associated with (table) 1
business scenario for sales 1
note, about changing Category value 1
opportunity reroute activity, setting up 1
process flow for activities administration, example 1
activities, information for configurators
See also About Configuring Activities
Owner and Employee fields, configurating 1
TAS Customer Milestone template, creating in a localized application 1
activity assignment
activity plans, about 1
activity templates
See also About Activity Assignment
about 1
creating without grandchild records 1
deleting an activity template 1
details, adding to 1
TAS Customer Milestone template, creating in a localized application 1
Actuate connect string, specifying 1
Add Web Link tool, creating link to external pages 1
administration tasks
application-wide case insensitivity, enabling 1
browser, adding additional Web Browsers 1
case sensitivity, about and Siebel applications 1
Contact Us account, adding 1
currencies, setting up 1
currency conversions, setting up 1
date formats, about 1
email address and subjects, about adding 1
expense types, setting up 1
field-specific case insensitivity, enabling 1
global time zone support, administering 1
industry, adding 1
InsensitivityFactor parameter, modifying 1
keyboard accelerators, about using and examples 1
language, adding 1
pager companies, setting up 1
payment terms, setting up 1
periods, setting up 1
predefined queries, about setting up 1
predefined queries, creating by saving a query 1
Predefined Query view, setting up predefined query in 1
system preferences, setting 1
telephone formats, specifying 1
Web browser capabilities, adding 1
ZIP Codes, adding 1
alerts
See also Message Broadcasting and Alerts
about and example 1
business scenario, using alerts 1
creating and sending 1
process flow example 1
Application Message Bar Flag parameter, about setting to true 1
ASIs
assessment score, calculation of 1
assessment templates
See also About Assessment Templates
about 1
assessment scores, calculation of 1
creating 1
audience of guide 1
audit scope, about 1
audit trail
See also Opportunity Audit Trail
audit scope, about 1
audit table, about purging records 1
Audit Trail Engine business service, about and exposed methods (table) 1
Audit Trail Engine business service, enabling 1
audit trail records and record details, viewing 1
audit trail recovery in file auditing mode, about 1
business component and fields, configuring to be audited 1
business component, determining whether it can be audited 1
business component, disabling 1
business component, linking to 1
business scenario 1
cache, clearing 1
content of 1
customer application, configuring for Audit Trail 1
disabling for application 1
file auditing and database auditing, about 1
importing items into Siebel database 1
position, restricting by (procedure) 1
process flow (diagram) 1
querying audit trail information 1
records, verifying 1
responsibility, restricting by (procedure) 1
restrictions, list of 1
Siebel Remote and Siebel Replication users, about using 1
user, restricting by (procedure) 1
Audit Trail Buscomp, fields in list 1
Audit Trail Engine business service
about and exposed methods (table) 1
enabling (procedure) 1
B
basic mode keyboard enablement, about and differences with extended mode 1
batch printing
See also About Batch Printing
server print menu items, adding on Correspondence and Fulfillment screens 1
setting up, about 1
bcp utility, about loading D&B data on Microsoft SQL server 1
bookmarks
component documents, defining 1
mapping to Siebel fields 1
presentation field mappings, defining 1
template slides, creating 1
Broadcast Message business component fields, table of 1
bulk copy process (bcp) utility 1
business components
See also Prebuilt Content Objects for Content Center
audit trail, disabling for individual business component 1
audit trail, linking to 1
audited, configuring for 1
audited, determining whether it can be audited 1
business components containing foreign keys to a child, modifying 1
business components containing foreign keys, modifying 1
identical user key column names, example of handling (table) 1
primary business components (table) 1
proposal field mappings, sample 1
business objects
prebuilt content objects, relation to (table) 1
in presentations 1
proposal field mappings, sample data 1
C
cache, clearing 1
caching, about turning off microsite page caching 1
calendar
See also Business Scenarios for Calendar Administration
business scenario calendar access administration 1
business scenario resource administration 1
calendar activities, administering resources 1
calendar view, removing To Do List 1
calendars to which an employee has access, viewing 1
employee's Calendar Owner drop-down list, removing all employees from 1
employee's calendar, giving another employee access to 1
employees' Calendar Access List views, removing an employee from 1
process flow for calendar administration, example 1
resources, about 1
Calendar Access List views, removing an employee from 1
Calendar Detail applet, about changing required fields 1
Calendar Owner drop-down list, removing all employees from 1
calendar, information for configurators
See also About Configuring the CalendarSee also About Configuring the Calendar
Calendar Detail applet, about changing required fields 1
days displayed in Calendar Gantt chart, changing 1
retroactive alarms, about changing number of days for 1
To Do List, removing from the calendar view 1
case sensitivity
about and Siebel applications 1
case insensitivity, enabling application wide 1
case insensitivity, enabling application wide Siebel Dedicated Web Client 1
case insensitivity, enabling Siebel Web Client 1
field-specific case insensitivity, enabling 1
InsensitivityFactor parameter, modifying 1
catalog category content object, about and business components 1
catalog content object, about and business components 1
charts, supporting currency conversion 1
See also Setting Up Currency Conversion
child Web browser, adding 1
client-based batch printing
See also About Batch Printing
about 1
default printer, changing 1
Internet Explorer, configuring to allow printing 1
printer connection, adding to your desktop 1
printing documents (procedure) 1
component documents
mapping fields, procedure 1
mappings and templates, associating 1
presentation field mapping, creating a record for mapping 1
presentation field mappings, defining 1
proposal field mapping, creating a record for mapping 1
proposal mapping bookmarks, defining 1
components
compared to Presentation Library documents 1
presentation templates, adding to 1
Proposal Library, adding to 1
proposal templates, adding to 1
configuring
Multi-Value Group fields, controlling query behavior 1
constrained list of values
See Constrained Lists of Values
constrained pick lists
See Constrained Lists of Values
Contact Us account, adding 1
content
See also Content Center Job Roles and Terms
content item, adding or editing 1
content, approving 1
contributors and approvers, setting up 1
defined 1
Content Asset Management, business scenario 1
Content Asset Type, defined 1
content assets
See also About Content Assets
checking in and out 1
configurators, information for 1
Content Asset commands, list of 1
content asset record properties, reviewing and editing 1
Content Asset Types view, about 1
content set, adding content assets to 1
content sets, defining to contain contents assets 1
HTML content, editing 1
page, adding to 1
search indexes, about creating 1
Content Center
See also About Content Assets
about and features 1
auto complete workflow, about 1
business components containing foreign keys to a child, modifying 1
business components containing foreign keys, modifying 1
business components, handling identical user key column names (table) 1
business scenario for Content Asset Management 1
business scenario for Content Center 1
configurators, information for 1
content approval process (single approver) workflow, about 1
content item approval process, about setting up workflows 1
content item state model, about 1
content item, adding or editing 1
Content Project business service, about and arguments 1
content project status, publishing 1
content project status, reviewing 1
content projects approval workflow, starting 1
content projects publication workflow, starting 1
content projects, creating 1
content staging environment, required components for 1
Content Task Subprocess, about 1
content type, setting up 1
content, approving 1
contributors and approvers, setting up 1
integration object, creating 1
integration objects, modifying 1
job roles and terms, table of 1
process flow example (diagram) 1
publication workflows, setting up 1
staging and production environment, maintaining consistency 1
staging to production transfer, process overview 1
terminology, table 1
content item approval process, setting up
about 1
auto complete workflow, about 1
content approval (single approver) workflow, about 1
Content Task Subprocess, about 1
state model, about 1
content item, defined 1
content objects
See also Creating Integration Objects for Content Center
catalog category content object 1
catalog content object 1
ContentBase Asset content object 1
ContentBase Set content object 1
ContentBase Type content object 1
defined 1
ERM Group News Item content object 1
integration objects, creating 1
literature content object 1
microsite management page content object 1
microsite management page item content object 1
prebuilt content objects (table) 1
price list content object 1
product class content object 1
product content object 1
Product Feature content object, about and business components 1
product line content object 1
resolution item content object 1
solution content object 1
transfer process, overview 1
volume discount content object 1
Content Project business service, about and arguments 1
content projects
approval workflow, starting 1
creating 1
project status, reviewing 1
publication workflow, starting 1
publishing 1
content sets
See also Setting the Home Page for a Content Set
content assets, adding to 1
content assets, defining to contain 1
home page, setting for 1
content staging environment, setting up
required components 1
staging and production environments, maintaining consistency 1
content types
defined 1
setting up 1
ContentBase Content Asset content object, about and business components 1
ContentBase Content Type, about and business components 1
ContentBase Set content object, about and business components 1
CookiesAllowed, additional browser capabilities 1
correspondence
See also Configuring the Document Server
about 1
batch printing, about 1
batch printing, about setting up 1
Microsoft Office, installing 1
Remote Web Client, system requirements 1
server print menu items, adding on Correspondence and Fulfillment screens 1
server-based batch printing, configuring 1
Siebel Document Server, hardware requirements 1
Siebel Document Server, installing 1
Siebel Document Server, steps to install 1
correspondence templates, creating
See also Creating a New Correspondence Template
deleting a template 1
existing template file, opening 1
template record, adding 1
template, about modifying and renaming 1
correspondence templates, using
See also Creating a New Correspondence Template
deleting a template 1
file, inserting into a template 1
merge fields, adding in Office XP 1
merge fields, adding using Microsoft Word 2000 1
merge fields, changing 1
text, changing of a template file 1
working with, about 1
Create Content tool, using to add HTML directly to a page 1
Create Rerouted Oppty Activity workflow, setting up 1
currencies, setting up
See also Setting Up Currencies
active, making currencies active 1
currencies, defining 1
currency conversion, setting up
See also Setting Up Currencies
Euro Triangulation method, about 1
exchange rates, setting up 1
Siebel applications, conversion occurs in 1
triangulation conversion, process of 1
custom hierarchy
about 1
creating 1
creating based on default hierarchy 1
maintaining 1
organization, assigning custom hierarchy to 1
D
D&B data
initial load and SQL files 1
initial load scripts 1
Update Manager table names diagrams 1
D&B integration
See also Understanding the D&B D-U-N-S Number
account promotion and prospect list creation configuration 1
Account Promotion and Prospect Lists, field mapping for 1
business scenarios 1
configuration guidelines (table) 1
D&B real-time search and update, setting up symbolic URL for 1
D&B real-time search, updating field mapping for 1
D&B report ordering, setting up symbolic URL for 1
D&B Update Manager process, field mapping for 1
DB2, loading D&B data on 1
D-U-N-S number, understanding 1
files required from D&B 1
loading an deleting data, table of 1
loading D&B data, staging tables for 1
Microsoft SQL Server, loading D&B data on 1
Oracle, loading D&B data on 1
server components, updating 1
Siebel update server component, about running 1
update server process configuration 1
D&B reports, accessing 1
D&B Update Manager
D&B server (multiple task process), running with Siebel application 1
D&B server (single task process), running within your Siebel application 1
D&B server component (single or multiple task process), running from a command line 1
Siebel Server (multiple task process), running from within Siebel application 1
Siebel Server (single or multiple task process), running from a command line 1
Siebel Server (single task process), running with Siebel application 1
Siebel, running without updating account name or location 1
D&B, integrating data
files and format, required 1
loading, about 1
multiple processes and D-U-N-S number processing 1
data
import, list of values, considerations 1
seed data, about 1
data and time stamps, about 1
Data Universal Numbering System number
See Understanding the D&B D-U-N-S Number
database auditing
about 1
Siebel Web Client, audit trail option 1
databases, selecting 1
date formats, about 1
DB2, loading D&B data on 1
debugging, enabling additional logging 1
dedicated Web clients
application-wide case insensitivity, enabling 1
databases, selecting 1
error message, first time logging in 1
license key, entering 1
message broadcasting, enabling or disabling 1
Siebel application, starting for the first time 1
default hierarchy
about 1
creating 1
Delete command, about 1
deleting
activity template 1
correspondence template 1
employee from all employee's Calendar Access List views 1
employees from Calendar Owner drop-down list 1
languages, about and mobile Web client synchronization 1
page 1
page item 1
To Do List, removing from the calendar view 1
demo user, logging on 1
Display Value field, about modifying and updating records 1
dnbinitial.sql file, using to load D&B data 1
Document Server
requests, routing all requests to 1
Siebel Presentations, about setting up 1
document templates, sample database 1
DocumentServerViewHTML parameter, about 1
D-U-N-S number
about 1
warning about multiple processes 1
dynamic pick lists
constraining, about 1
using, about 1
E
EAI objects
See Creating Integration Objects for Content Center
eBriefing Bulletin, about option to distribute messages as bulletins 1
email address, about adding 1
email, automatic notification
See Activating the Opportunity Notification Workflow Processes and Policies
employee setup
completing (procedure) 1
list of 1
employees
activity assignment methods, about 1
Enterprise Application Integration (EAI)
See Creating Integration Objects for Content Center
ERM Group News Item, about and business components 1
Euro Trangulation method
about 1
triangulation conversion, process of 1
European Monetary Union (EMU), triangulation, about 1
exchange rates
multiple currencies, about setting up for 1
setting up 1
EXISTS statement, disabling 1
expense types, setting up
about and pretasks 1
expense types, setting up (procedure) 1
extended mode keyboard enablement, about and conditions 1
F
field mappings
associating with presentation templates 1
associating with templates 1
mapping records for presentation, creating 1
mapping records for proposals, creating 1
presentations fields, mapping procedure 1
presentations, about 1
proposals, about 1
proposals, creating 1
field-specific case insensitivity, enabling 1
file auditing
about 1
audit trail recovery, about 1
Siebel Web Client, audit trail option 1
file, adding to a page 1
forecasting, about currency conversion 1
See also Setting Up Currency Conversion
FrameSupport, additional browser capabilities 1
fulfillment centers
adding 1
fulfillment center records, modifying or deleting 1
literature item kit, about and viewing 1
monitoring fulfillment, about 1
reasons for using 1
Siebel correspondence, giving access to 1
G
Get Account ASI, about 1
Get Manager Email process, setting up 1
global accounts
account hierarchies, types of 1
business scenario for global account administration 1
custom hierarchy based on the default hierarchy, creating 1
custom hierarchy, assigning to an organization 1
custom hierarchy, creating 1
custom hierarchy, maintaining 1
default hierarchy, creating 1
process flow for global account administration, example 1
global time zone support
graphic, adding to page 1
guide
audience of 1
organization of 1
H
hierarchy
See Maintaining a Custom Hierarchy
High Interactivity mode, and keyboard accelerators 1
[H] high message, severity level 1
HighInteract, additional browser capabilities 1
home page, setting for a content sets 1
HTML
content, editing 1
documents, enabling (procedure) 1
enabling generation, about 1
page, adding directly to 1
Siebel Presentations, display in HTML format 1
Siebel Proposals, display in HTML format 1
I
importing audit trail items into Siebel database 1
industries, adding an industry 1
InsensitivityFactor parameter, modifying 1
Insert Content tool, using to add content assets to a page 1
Insert File tool, using to insert file to a page 1
Insert Image tool, using to insert graphic to a page 1
installation
Document Server, hardware requirements 1
Document Server, installing Siebel Server on host machine 1
Document Server, steps to install 1
software required, table 1
integration objects
creating 1
modifying 1
integration using ASIs
inbound Web service, setting up 1
outbound Web service, setting up 1
workflow descriptions 1
workflows, activating 1
international telephone formats, about entering and format logic 1
Internet Explorer 5.0, adding JumpTab capability 1
J
JumpTab capability, adding for Internet Explorer 5.0 1
K
keyboard accelerators
about using and examples 1
basic mode, about and differences 1
extended mode, about and conditions 1
note, automatic browser detection for keyboard enablement 1
L
Language Independent Code
list of values, about changing 1
list-of-values type, about within the 1
language independent values (LIV)
Language Independent Code field, about 1
list of values, about changing 1
languages, adding 1
leads, rerouting 1
license keys
about 1
correcting errors 1
fields, table of 1
first license key, entering 1
hiding access to 1
option module license key 1
Siebel application, entering additional license keys using 1
Siebel application, starting the first time 1
Siebel Tools, entering additional license keys using 1
Link App View tool, using to create link from page to view in Siebel app 1
Link Existing Page tool, using to create link between microsite management pages 1
list of values (LOV)
about 1
cache, clearing 1
caution, modifying seed data 1
inactivating a value, about and procedure 1
items, modifying 1
Language Independent Code values (LIV) 1
list-of-values type, identifying for a display value 1
LOV data, viewing 1
LOV record, fields in (table) 1
modifying, about 1
new value, adding to an existing list 1
list of values, constrained
about 1
Parent LIC attribute, about changing parent Area 1
Parent LIC attribute, about making values hierarchically dependent 1
Siebel EIM considerations 1
literature
See Literature Content Object See Literature
literature item kit
See Adding Literature Item Kits
literature prebuilt content object, about and business components 1
LIVs
Language Independent Code field, about 1
list of values, about changing for 1
local database, about 1
locales, setting up
about 1
creating (procedure) 1
locale name, creating translation for 1
Lock command, about 1
logging on as demo user 1
logging, enabling additional logging 1
LOV
See Working with Lists of Values
M
Management Responsibility Code, about 1
Marketing Data file, about 1
merge fields
See also Configuring Additional Merge Fields
about 1
additional merge field, configuring (procedure) 1
configuring, about 1
sources and uses, summary of (table) 1
message broadcasting
alert messages, about and example 1
alert messages, creating and sending 1
Broadcast Message business component fields, table of 1
business scenario, using alerts 1
message broadcast script, sample of 1
message text, about automatically updating 1
messages, creating and sending 1
mobile and dedicated Web clients, enabling or disabling 1
multiple severity levels, sending 1
overview 1
process flow example 1
server level, enabling/disabling message broadcasting 1
severity level, about using to format message text and tags 1
severity levels 1
microsite management
business scenario 1
configurators information 1
content assets, adding to a page 1
Content Center, about using with 1
features 1
file or graphic, adding to a page 1
HTML, adding directly to a page 1
link to external pages, creating 1
link, creating between microsite management pages 1
link, creating from page to view in Siebel app 1
microsite management page content object, about and business components 1
microsite management page item content object, about and business components 1
microsite page example 1
new page, creating using Page Designer view 1
Page Administration Explorer tree, example 1
Page Designer view, about 1
process flow example 1
root-level page, creating 1
search indexes, about creating 1
structured content, about 1
unstructured content, about 1
microsite page caching, about turning off 1
Microsoft Office, installing 1
Microsoft PowerPoint
presentation templates, about creating in 1
Siebel software used to generate Web documents 1
Microsoft SQL Server, loading D&B data on 1
Microsoft Word
correspondence template text, changing 1
correspondence templates, using, changing merge fields 1
correspondence, use in 1
merge fields, adding to the template 1
proposal template components, creating with bookmarks 1
proposal templates, creating in 1
Siebel software used to generate Web documents 1
mobile Web clients, enabling or disabling message broadcasting 1
MRC file, about 1
MSWordLiveCount, using to configure application recycle period 1
multiple currencies, about setting up exchange rates for 1
multiple processes and D-U-N-S number processing 1
Multi-Value Group fields, controlling query behavior 1
N
non-North American telephone formats, specifying 1
[N] normal message, severity level 1
North American telephone formats, default format for 1
notification workflows
communications profile, setting up 1
delivery of emails, restricting conditions for 1
email notifications, stop sending 1
Get Manager Email process, setting up 1
opportunities lost notification process, about 1
opportunity assigned notification process, about 1
opportunity inactive notification process 1
opportunity won notification process 1
opportunity workflow email, modifying the language of 1
opportunity workflows, setting up (procedure) 1
setup steps 1
time lapse between lead acceptance and inactive notification, changing 1
time lapse between lead assignment and email delivery, modifying 1
O
Office XP, adding merge fields to the correspondence template 1
opportunities
about and predefined opportunities, list of 1
communications profile, setting up 1
delivery of emails, restricting conditions for 1
email notifications, stop sending 1
Get Manager Email process, setting up 1
notification workflows, setup steps 1
opportunity assigned notification process, about 1
Opportunity Audit Trail, enabling and tracking additional fields 1
opportunity inactive notification process, about 1
opportunity lost notification process, about 1
opportunity reroute activity, setting up 1
opportunity won notification process, about 1
opportunity workflow email, modifying the language of 1
opportunity workflows, setting up (procedure) 1
time lapse between lead acceptance and inactive notification, changing 1
time lapse between lead assignment and email delivery, modifying 1
Oracle, loading D&B data on 1
organization
custom hierarchy, assigning to 1
guide, of 1
P
page
See also The Insert Content Tool
content assets, adding to a page 1
deleting a page 1
file or graphic, adding to a page 1
HTML, adding directly to a page 1
new page, creating 1
page content items, grouping 1
page item, editing 1
page layout, canceling changes to 1
page record, saving 1
previewing 1
root-level page, creating 1
root-level pages and structure 1
tree, finding in and modifying properties 1
Page Administration Explorer tree, example 1
See also Viewing and Editing Page Information
Page Designer view
See also About Page Designer
about 1
new page, creating 1
page item
deleting page item 1
editing 1
pager company, setting up 1
Parent LIC attribute
list of values, about making values hierarchically dependent 1
parent Area, about changing 1
parent Web browser, adding 1
password and default user ID 1
payment terms, setting up (procedure) 1
periods, setting up
about 1
period units, associating with a period 1
setting up (procedure) 1
pick lists
See Working with Lists of Values
position
audit trail, restricting by position (procedure) 1
PowerPoint
See Creating Template Slides in Microsoft PowerPoint
prebuilt content objects, about and business components (table) 1
predefined queries, setting up
about 1
creating by saving a query 1
Predefined Query view, setting up predefined query in 1
preferences, system (table of) 1
Presentation Library
See also Creating the Presentation Library
about 1
components, adding 1
content, recommending 1
customized presentation, creating 1
presentation files, about creating 1
sections, adding to 1
types of documents available 1
presentation templates
See also Associating a Mapping with a Template
components, adding to templates sections 1
components, creating 1
creating, process of (diagram) 1
field mapping, procedure 1
field mappings, associating with 1
mapping bookmarks, about 1
mapping records, creating 1
Microsoft PowerPoint, about creating in 1
planning the template 1
query conditions, about 1
sample document templates 1
sections, defined 1
styles, creating 1
subsections, adding to 1
table subsections, adding related table 1
template records, creating 1
top-level section, creating 1
top-level section, fields in 1
price lists
price list content object, about and business components 1
pricing, volume discount content object 1
printing
batch printing correspondence 1
batch printing, about setting up 1
client-based batch printing, changing default printer 1
client-based printing, printing documents (procedure) 1
DocServer machine, adding printer connection to 1
Internet Explorer, configuring to allow client-batch printing 1
printing connection, adding to your desktop 1
server print menu items, adding on Correspondence and Fulfillment screens 1
server-based batch printer, changing default printer 1
server-based batch printing, specifying a printer 1
server-based printing, printing (procedure) 1
Product Feature, about and business components 1
products
product class content object, about and business components 1
product content object, about and business components 1
product line content object, about and business components 1
Proposal Library
See also Creating the Proposal Library
about 1
components, adding 1
documents, creating 1
organizing 1
proposal content, recommending 1
proposal templates
See also Creating the Proposal Library
components, adding 1
components, creating with Microsoft Word 1
creating, process overview 1
Document Template Administration view, fields 1
mapping bookmarks, about 1
mapping fields, procedure 1
mapping records, creating 1
mappings and templates, associating 1
Microsoft Word, creating in 1
planning the template 1
proposal content, recommending 1
query conditions, about 1
sample templates 1
sections, defined 1
styles document for templates, creating 1
subsections, adding to an existing section 1
table subsections, adding related 1
TAS Opportunity Plan templates, about using 1
template documents, assembling 1
top-level sections, creating 1
proposals, configuring report generation 1
Q
queries
audit trail information (procedure) 1
presentation templates, using in 1
proposal templates, using in 1
telephone number, examples (table) 1
telephone numbers, about using and example 1
quotes, about changing currency code 1
See also Setting Up Currency Conversion
R
rate lists, about currency conversion 1
See also Setting Up Currency Conversion
remote
Replace command, about 1
replication (Siebel Replication), about using audit trail 1
reports
currency conversion supported in 1
generation, configuring (used by Proposals) 1
resolution item content object, about and business components 1
resources, about 1
See also Calendar
responsibility, restricting audit trail by (procedure) 1
retroactive alarms, about changing the number of days 1
root-level page
about 1
creating 1
S
S_audit_item table, purging 1
SADMIN ID, about modifying responsibility 1
sales methods
about 1
creating and associated sales stages 1
sales stage, defining 1
sample database, about and logging in 1
Satmetrix survey reports, setting up
about 1
access to Satmetrix Reports, setting up symbolic URL for 1
WI_ARG-TYPE, extending the List of Values for 1
Save to File command, about 1
script, sample message broadcasting script 1
search indexes, about creating 1
sections, presentations
See also About Creating the Template Structure
adding components to 1
defined 1
Presentation Library, adding sections 1
top-level section, creating 1
sections, proposals, defined 1
See also About Creating the Template Structure
seed data
about 1
list of values, modifying 1
server database, about 1
server-based batch printing
See also About Batch Printing
about 1
configurating printers for 1
default printer, changing 1
DocServer machine, adding a printer connection 1
documents, printing 1
printer, specifying 1
setup tasks
application administration tasks, table of 1
employee setup, completing (list of) 1
employee setup, completing (procedure) 1
locale name, creating translation for 1
locales, about setting up 1
locales, creating (procedure) 1
Satmetrix survey reports, setting up 1
skills, associating with an organization 1
summary of (table) 1
views, defining 1
severity levels, about using for message broadcasting 1
ShowMessageBar parameter, about setting to true 1
SIC (Standard Industrial Classification code) file, about and D&B data 1
Siebel applications, hiding access to license keys 1
Siebel correspondence
See Correspondence
Siebel Dedicated Web Client
See Enabling Application-Wide Case Insensitivity
Siebel Document Server
additional logging, enabling 1
application recycle period, configuring 1
component group, about enabling 1
components, about synchronizing step 1
configuration process overview 1
hardware requirements 1
HTML generation, about enabling 1
HTML generation, enabling (procedure) 1
installation process overview 1
proposal configuration requirement 1
Siebel Server, about installing on dedicated host machine 1
Siebel software used to generate Web documents 1
steps to install 1
target server, specifying 1
UNIX requirement 1
Siebel eBriefings
eBriefing Bulletin, about option to distribute messages as bulletins 1
literature, sharing 1
ordering D&B reports 1
Siebel Literature
category, associating literature with a category using the Catalog Administration screen 1
category, associating literature with a category using the Literature Administration screen 1
existing literature file, modifying 1
item kits, about and fulfillment center 1
literature files, creating new 1
literature item kit, adding 1
literature kits, about 1
literature record, adding 1
sharing literature though eBriefings 1
sharing literature though the Correspondence screen 1
sharing literature though the Decisions Issues screen 1
sharing though the Product screen 1
sharing through the Competitors screen 1
translated document, associating with a literature record 1
Siebel objects, association with activity objects (table) 1
Siebel OLE Automation, about 1
See also Automatically Updating Message Broadcasting Text
Siebel Presentations
See also Presentations
customized presentation, creating 1
Document Server, about setting up 1
HTML format, displaying in 1
Siebel Remote Web Client system requirements 1
Siebel Web Client system requirements 1
Siebel Proposals
See also System Requirements for the Siebel Web Client
document server, about using Siebel Server in UNIX 1
field mappings, sample data 1
HTML format, displaying in 1
Siebel Remote Web Client system requirements 1
Siebel Web Client system requirements 1
TAS Opportunity Plan template, about using 1
templates, process overview 1
templates, samples 1
Siebel Remote
audit trail, about using 1
Siebel Correspondence, system requirements 1
Siebel Presentations, system requirements 1
Siebel Replication, about using audit trail 1
Siebel Sales Assistant
new sales method, defining 1
sales methods, described 1
sales stage, defining 1
Siebel Tools
Audit Trail Engine business service, enabling 1
audit trail, configuring customer application for 1
license keys, entering additional using Tools 1
license keys, hiding access to 1
Siebel Web Client
application-wide case insensitivity, enabling 1
Siebel Presentations, system requirements 1
starting application, first time 1
Siebel XML-based publication service, setting up Content Center publication workflows 1
skills
about assigning 1
software required, table 1
solution, prebuilt content object (table) 1
.sql (dnbinitial.sql), using to load D&B data 1
Standard Industrial Classification code, about and D&B data 1
static pick lists
about 1
constraining, about 1
structured content about 1
Synchronization Account ASI, about 1
system preferences
setting 1
table of 1
T
TAS Customer Milestone activity template, creating in a localized application 1
TAS Opportunity Plan template, about using 1
telephone formats, specifying
See also Specifying Telephone Formats
default telephone formats, about 1
EIM, about importing information with 1
international telephone formats, about entering and format logic 1
non-North American telephone formats, specifying 1
North American telephone formats, default format for 1
queries, using, about and example 1
querying for telephone numbers, table of examples 1
telephone number format examples (table) 1
telephone numbers, entering numbers in place of digits 1
unformatted telephone numbers, about adding or changing number format 1
telephone numbers
See also Specifying Telephone Formats
caution, entering letters in place of digits 1
queries using, about and example 1
Telocator Alphanumeric Protocol (TAP), pager support of 1
templates
See The Process of Creating Templates
third-party applications
See Installing the Document Server
time zone support, administering
about 1
date and time stamps, about 1
time zone settings, modifying 1
translations of time zones, maintaining 1
To Do List, removing from the calendar view 1
U
Unlock command, about 1
unstructured content, about 1
[U] urgent message, severity level 1
user ID and password, default 1
user, restricting audit trail by user 1
V
views
defining, about and procedure 1
mmlayout.txt file, adding new views to 1
volume discount content object, about and business components 1
W
Web browser
additional, adding Web browsers 1
capabilities, about adding 1
capability, adding (procedure) 1
capability, adding JumpTab 1
child Web browser, adding 1
extended capabilities, list of 1
parent Web browser, adding 1
required browser capabilities 1
Web pages, managing
Word
See Creating a Record for the Template
workflows
auto complete 1
communications profile, setting up 1
content approval (single approver) workflow 1
content item approval process, about setting up 1
content item state model, about 1
Content Task Subprocess, about 1
Create Rerouted Oppty Activity, setting up 1
delivery of emails, restricting conditions for 1
email notifications, stop sending 1
Get Manager Email process, setting up 1
opportunity assigned notification process, about 1
opportunity inactive notification process, about 1
opportunity lost notification process, about 1
opportunity notification workflow, setup steps 1
opportunity won notification process 1
opportunity workflow email, modifying the language of 1
opportunity workflows, setting up (procedure) 1
publication workflows, setting up 1
time lapse between lead acceptance and inactive notification, changing 1
time lapse between lead assignment and email delivery, modifying 1
Z
ZIP Codes, adding 1
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Applications Administration Guide, Version 7.5, Rev. C Published: 09 September 2004 |