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Applications Administration Guide
Starting the Application for the First Time
Summary of Applications Administration Tasks
Summary of Initial Setup Tasks
Adding Views to the Application
Setting Up Satmetrix Survey Reports
Ongoing Application Administration Tasks
Setting Up Currency Conversion
Administering Global Time Zone Support
Setting Up Email, Fax, and Mail Accounts (Contact Us)
Enabling Application-Wide Case Insensitivity
Modifying the InsensitivityFactor Parameter
Enabling Field-Specific Case Insensitivity
Adding Web Browser Capabilities
Adding Additional Web Browsers
Adding a New Value to an Existing List of Values
Inactivating a Value in a List of Values
Configuring Audit Trail in Siebel Tools
Specifying Business Components and Business Component Fields for Audit
Specifying Audit Trail Restrictions
Verifying Audit Trail Configuration
Linking Audit Trail to a Business Component
Message Broadcasting and Alerts
Business Scenario for Using Alerts
Example Process Flow for Message Broadcasting and Alerts
Enabling and Disabling Message Broadcasting
Creating Broadcast Messages with Multiple Severity Levels
Automatically Updating Message Broadcasting Text
Setting Up the Messages Workflow
Setting Up Users with the Message User Responsibility
Content Center Job Roles and Terms
Setting Up a Content Staging Environment
Business Scenario for Using Content Center
Example Process Flow for Using Content Center
Configuring Content Objects for Content Center
Modifying Business Components for Content Center
Creating Integration Objects for Content Center
Modifying Integration Objects for Content Center
Setting Up Content Center Approval Workflows
Setting Up Content Center Publication Workflows
About the Content Project Business Service
Setting Up Contributors and Approvers
Contributing and Approving Content
Defining Content Sets to Contain Content Assets
Adding Content Assets to a Content Set
Setting the Home Page for a Content Set
Viewing and Editing Content Asset Properties
Checking Content Assets In and Out
About the Content Asset Types View
About Configuring Content Center
Business Scenario for Microsite Management
Example Process Flow for Microsite Management
Viewing and Editing Page Information
The Insert File Tool and the Insert Image Tool
Saving and Canceling Changes to the Page Layout
Managing Groups of Content Items
About Configuring Microsite Management
Business Scenario for Global Account Administration
Example Process Flow for Global Accounts Administration
Generating a Default Hierarchy
Assigning a Custom Hierarchy to an Organization
Maintaining a Custom Hierarchy
Activities, Activity Plans, and Assessments
About Activity Templates and Activity Plans
Example Process Flow for Activities Administration
Creating an Assessment Template
Setting Up Opportunity Notification Workflows
Setting Up the Communications Profile
Activating the Opportunity Notification Workflow Processes and Policies
Modifying Opportunity Workflows
Setting Up the Get Manager Email
Setting Up Lead Sources for Opportunities
Business Scenarios for Calendar Administration
Example Process Flow for Calendar Administration
Adding and Modifying Calendar Access
About Configuring the Calendar
System Requirements for the Web Client
Installing the Document Server
Configuring the Document Server
About Working with Correspondence Templates
Using the Sample Correspondence Templates
Creating a New Correspondence Template
Inserting Files into Correspondence Templates
Configuring Additional Merge Fields
Setting Up Fulfillment Centers
Batch Printing Instructions for the Administrator
Batch Printing Instructions for the End User
System Requirements for the Siebel Web Client
The Process of Creating Templates
Creating Template Slides in Microsoft PowerPoint
Creating a Record for the Template
About Creating the Template Structure
Adding Components to Template Sections
Defining Presentation Field Mappings
Associating a Mapping with a Template
Creating the Presentation Library
Allowing Users to Display Presentations in HTML Format
System Requirements for the Siebel Web Client
The Process of Creating Templates
Creating Template Documents in Microsoft Word
Creating a Record for the Template
About Creating the Template Structure
Adding Components to Template Sections
Defining Document Field Mappings
Associating a Mapping with a Template
Allowing Users to Display Proposals in HTML Format
Sample Data: Field Mappings and Templates
About Setting Up Literature Files
Creating and Modifying Literature Files
About Making Literature Visible to Users
Sharing Literature Through the Products Screen
Sharing Literature Through the Competitors Screen
Sharing Literature Through the Decision Issues Screen
Sharing Literature Through the Correspondence Screen
Sharing Literature Through eBriefings
Sharing Literature Through Literature or Infocenter
Understanding the D&B D-U-N-S Number
Process for Integrating D&B Data
Loading D&B Data Using Sample Scripts
About Siebel Update Server Components
Running the Siebel Update Server Components
Setting Up the Symbolic URL for Access to the D&B Database
About Configuring D&B Integration
Field Mappings for Configuration of D&B Integration
Setting Up Account, Contact, and Household ASIs
Prebuilt Content Objects for Content Center
Catalog Category Content Object
ContentBase Content Asset Content Object
ContentBase Content Set Content Object
ContentBase Content Type Content Object
ERM Group News Item Content Object
Microsite Management Page Content Object
Microsite Management Page Item Content Object
Product Feature Content Object
Resolution Item Content Object
Volume Discount Content Object
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Applications Administration Guide, Version 7.5, Rev. C Published: 09 September 2004 |