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Overview of Using Siebel Personalization

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Use the following process to start using Siebel Personalization. Each of these activities is covered in more detail in this document.

NOTE:  Siebel Personalization is active in all applications by default.

Make sure that all persons engaged in personalization administration are assigned a responsibility in the Siebel system that allows them to see all Personalization Administration and Runtime Events Administration views. This is especially important if you have configured multiple organizations in the Siebel system.

If you delegate any authority to channel partners for administering personalization, make sure your LDAP server is configured to expect these logins.

Analyze business requirements for personalized behavior. Consider requirements for employees and channel partners as well as customers.
Create persistent user profile attributes as necessary to track the user information needed for personalization.
Create rules to control the visibility of views, applets, and content based on user profile attributes and content attributes.
Register events that you want to monitor in the Events and Events Aliases view.
Configure actions to be triggered when events of interest occur.

NOTE:  When a user is not specifically logged into the Siebel application, the user actually has a session as a guest user. Using this session, an anonymous user's experience can be personalized. For example, using personalization rules an anonymous user can be configured to see a different home page from a logged in user.

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