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Siebel Product Administration Guide
What's New in This Release
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Overview of Product Administration
Product Administration
Roadmap for Creating Simple Products with Attributes
Roadmap for Creating Products with Components
When to Use Siebel Configurator, Compatibility, Eligibility, and Product Validation Rules
About Working with Product Administration
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Basic Product Administration
About the Product Record
Process of Creating Simple Products
Creating a Product Record
Associating a Product with Price Lists
Setting Up User Access To a Product
Releasing a Simple Product
Setting Up Products with Recurring Prices
Creating Product Lines
Defining Product Features
Defining Related Products
Defining Equivalent Products
Comparing Features of Equivalent Products
Creating Product Entitlements
Associating Literature with Products
Associating Product News with Products
Uploading a New Image in the Application
Associating Images with Products
Creating Product Field Service Details and Measurements
Exporting and Importing Products
About Managing Product Records
Editing Product Records
Copying Product Records
Deleting Product Records
Exporting Product Records for Display
Creating a Product List Report
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Multilingual Translations for Product Data
About Product Data Translation
Translating the Product Description
Translating Product Class Display Names
Translating Attribute Names
Translating Attribute Definition Names
Translating Attribute Values
Translating Configuration Rule Explanations
Translating Relationship Names
Translating UI Group Names
Translating UI Property Values
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Product Bundles
About Product Bundles
Creating Simple Product Bundles
Modifying Simple Product Bundles
Deleting Simple Product Bundles
Controlling How Bundle Components are Forecast
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Products with Attributes
Component-Based Versus Attribute-Based Pricing
About Product Attributes
About Product Classes
About the Product Class Hierarchy
About Attribute Domains
About Hidden Attributes
Scenario for Creating Products with Attributes
Process of Creating Products with Attributes
Creating Attribute Definitions
Creating Product Classes in a Hierarchy
Associating Attributes with a Product
Setting Up Attribute Pricing
Setting Up Required Attributes
Setting a Read-Only Value for an Attribute of a Product
Creating a Siebel Configurator Engine Read-Only Attribute
Creating a Configuration Session Specific Computed Attribute
Binding an Attribute Value to a Line Item Integration Component Field
Changing Inherited Properties of Attributes
Changing the Hidden or Required Settings for a Product Attribute
About Managing Product Classes
Viewing Related Objects for Product Classes
Editing a Product Class Definition
Deleting Product Class Records
Exporting or Importing Product Classes
About Managing Attribute Definition Records
Viewing Related Objects for Attribution Definitions
Editing Attribute Definitions
Deleting Attribute Definitions
Viewing Product Attributes
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Product Attributes with Business Component Domains
About Attributes with Business Component Domains
About the UI Properties for Attributes with Business Component Domains
Process of Creating an Attribute with a Business Component Domain
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
Creating a Search Expression Based on the Current Instance
Refreshing Attributes with Business Component Domains
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Smart Part Numbers for Products with Attributes
About Smart Part Numbers
Roadmap for Creating Smart Part Numbers
Process of Creating Dynamically Generated Smart Part Numbers
Creating a Part Number Generation Record
Defining the Part Number Templates
Mapping Attribute Values to the Template
Testing the Part Number Templates
Editing a Dynamic Generation Method
Process of Creating Predefined Smart Part Numbers
Creating a Part Number Generation Record
Selecting the Attributes for Predefined Part Numbers
Creating the Part Number Matrix
Testing the Part Number Matrix
Editing a Predefined Generation Method
Assigning Smart Part Numbers to a Product
Viewing a Product's Smart Part Number in a Quote
Updating a Generation Method with Attribute Changes
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Designing Products with Components
About Products with Components
About Products with Components and Product Classes
About Relationships
About Cardinality
Guidelines for Designing Products with Components
Process of Designing a Product with Components
Creating Product Records for a Product with Components and for Its Components
Adding a Single Product as a Component
Adding Products as Components Using the Class Domain
Adding Products as Components Using the Dynamic Class Domain
Adding a Group of Products from Different Classes as Components
Adding a Product with Components as a Component
Refreshing the Customizable Product Work Space
Enabling the Customize Button
About the Siebel Configurator Save Button
About Managing the Structure of Products with Components
Editing a Relationship Definition
Deleting Products from Products with Components
Copying Products with Components
Creating a Report on a Product's Structure
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Managing Products with Components
About Auto Match
About Finish It!
Viewing Relationships for Products
Using Product Classes as Templates for Products with Components
About Bundles as Products with Components
Converting a Bundle to a Regular Product with Components
Converting a Regular Product with Components to a Bundle
Defining an Asset with Components
Controlling How Products with Components Are Taxed
Controlling How Products with Components are Forecast
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Creating Custom Siebel Configurator User Interfaces
About Default and Custom Siebel Configurator User Interfaces
About the Siebel Configurator User Interface View
About Themes for the Siebel Configurator
About Creating a Menu-Based Siebel Configurator UI
About Siebel Configurator UI Groups
About Siebel Configurator UI Controls
About High Interactivity, Standard Interactivity, and Self Service UIs
About Pricing Integration with Siebel Configurator
Creating Custom UIs for Customizable Products
Process of Creating a Custom Siebel Configurator User Interface
Creating the Siebel Configurator User Interface Record
Selecting the Base and Product Themes
Enabling the Multiselect Feature for Siebel Configurator
Enabling the Quick Edit Feature for Siebel Configurator
Grouping Items onto Pages of the Siebel Configurator User Interface
Adding a Summary Page to the Siebel Configurator User Interface
Assigning Siebel Configurator Interfaces to Users
The Grid Layout Group Theme
About the Grid Layout Group Theme
Creating the Grid Layout Group User Interface
Guidelines for Using the Grid Layout Group Theme
Example of Using the Grid Layout Group Theme
Tasks for Setting Up the Siebel Configurator HI User Interface
Setting Up the Grandchild Display of the HI Siebel Configurator User Interface
Using the Attribute Inline Display Control in the HI Siebel Configurator User Interface
Validating the User Interface for Customizable Products
About Managing Item Groups
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Siebel Configurator UI Properties
About Siebel Configurator UI Properties
About Predefined UI Properties
Using User-Defined UI Properties
Defining a UI Property
Creating Dynamic Siebel Configurator User Interface Controls
About Using CfgEval()
Dynamically Showing and Hiding Siebel Configurator Controls
Example of Dynamically Showing and Hiding Siebel Configurator Controls
Dynamically Making Siebel Configurator Controls Read-Only
Dynamically Displaying Images in Siebel Configurator
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Siebel Configurator 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 a Customizable Product
Example of Modifying the Display Name of a Customizable Product
Modifying the Display Name of Groups
Example of Modifying the Display Name of Groups
Modifying the Display Name of Items
Example of Modifying the Display Name of Items
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Configuration Constraints
About Configuration Constraints
About Start and End Dates for Configuration Constraints
About the Configuration Constraints View
Guidelines for Creating Configuration Constraints
Creating Configuration Constraints
Tuning Configuration Constraints
Sequence Number List Column
GoalMode Processing Order Example
Using the GoalMode UI Property
Setting Constraints for Numeric Attributes
Creating Groups of Related Configuration Constraints
Activating and Deactivating Configuration Constraints
About Managing Configuration Constraints
Editing Configuration Constraints
Copying Configuration Constraints
Deleting Configuration Constraints
Creating Configuration Constraint Templates
Creating a Configuration Constraint Summary Report
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Configuration Links
About Configuration Links
Creating a Business Component Configuration Link
Creating a Context Variable Link
Creating a System Variable Configuration Link
About Managing Configuration Links
Editing a Configuration Link Definition
Deleting a Configuration Link
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Configuration Resources
About Configuration Resources
Creating Configuration Resources
Managing Resources Using Configuration Constraints
About Managing Configuration Resources
Editing Configurator Resource Definitions
Deleting Configuration Resources
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Configuration Constraint Template Reference
About Configuration Constraint Processing
About Configuration Constraint Conditions
Compound Logic and Comparison Operators in Configuration Constraints
Arithmetic Operators in Configuration Constraints
Attribute Value (Advanced) Template
Conditional Value Template
Constrain Template
Constrain Attribute Conditions Template
Constrain Attribute Value Template
Constrain Conditionally Template
Constrain Product Quantity Template
Constrain Relationship Quantity Template
Constrain Resource Value Template
Display Message Template
Display Recommendation Template
Exclude Template
Procedural Condition Templates
Procedural-Condition Check Template
Set Procedural Conditional Variable Template
Example of Using Procedural Condition Rules
Provide and Consume Templates
Simple Provide and Consume Templates
Relationship Item Constraint Template
Require Template
Require (Mutual) Template
Set Initial Attribute Value Template
Set Initial Resource Value Template
Set Preference Template
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Siebel Configurator Rule Assembly Language
Why Use Rule Assembly Language?
About Rule Assembly Language
Creating Constraints Using the Assisted Advanced Constraint Template
Creating Constraints Using the Advanced Constraint Template
Managing Constraints Written in Rule Assembly Language
About Specifying Data in Rule Assembly Language
About Operators in Rule Assembly Language
Data Operators in Rule Assembly Language
Boolean Operators in Rule Assembly Language
Comparison and Pattern Matching Operators in Rule Assembly Language
Arithmetic Operators in Rule Assembly Language
Attribute Operators in Rule Assembly Language
Conditional Operators in Rule Assembly Language
Special Operators in Rule Assembly Language
Customizable Product Access Operators in Rule Assembly Language
Examples of Constraints Using Rule Assembly Language
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Siebel Configurator Scripts
About Siebel Configurator Scripts
About Siebel Configurator Script Processing
About Product Names in Siebel Configurator Scripts
About Product Path in Siebel Configurator Scripts
Siebel Configurator Script Events and Methods
Cfg_InstInitialize Event
Cfg_ChildItemChanged Event
Cfg_AttributeChanged Event
Cfg_InstPostSynchronize Event
Cfg_ItemChanged Event
Cfg_OnConflict Event
OnAttributeSelected Event
OnChildItemSelected Event
GetInstanceId Method
GetCPInstance Method
GetObjQuantity Method
AddItem Method
RemoveItem Method
SetAttribute Method
GetAttribute Method
BatchRequest Method
Creating Siebel Configurator Event Scripts
Creating Siebel Configurator Declarations Scripts
Reviewing the Siebel Configurator Script Log File
About Managing Siebel Configurator Scripts
Editing Siebel Configurator Scripts
Deleting Siebel Configurator Scripts
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Testing Products and Using Workspace Projects
Testing a Product with Components in Validation Mode
About Scenario Tester and Workspace Projects
Process of Testing Products with Scenario Tester
Defining a Workspace Project for Scenario Testing
Defining the Contents for Scenario Testing
Creating Scenarios for Scenario Testing
Validating Scenarios
Correcting Product Definitions and Retesting
Displaying Only the Project in Use
Working with the Scenario XML File
Batch Validating Scenarios
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Releasing Products and Other Versioned Objects
About Versions of C/OM Objects
About Avoiding Duplicate Versioned Objects During Product Data Migration
Creating Time Slice Reports for Product Versions
Releasing Products for Use
Deleting Product Versions
Replacing Earlier Product Versions
Displaying Product Versions that Are Available to Customers
Making Products Unavailable to Customers
Reverting to Earlier Versions of Products
Releasing Multiple Products Using Workspace Projects
Managing Products Using Workspace Projects
Migrating Products Among Environments
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Product and Promotion Eligibility and Compatibility
About Product and Promotion Eligibility
About Eligibility Rules and Configuration Constraints for Siebel CRM Version 7.7 and Earlier
Defining How Eligibility Output Displays
Defining Eligibility Groups
Defining Product and Promotion Eligibility Rules
Defining Eligibility for Products with Components and for Component Products
Defining Eligibility for Product Attributes
Creating Eligibility Matrices
About Product and Promotion Compatibility
About Compatibility Rules
About Pre-Pick Compatibility
Enabling Pre-Pick Compatibility
Defining Compatibility Groups
Defining Compatibility Rules for Products and Promotions
Creating Compatibility Matrices
Verifying Quotes and Orders for Eligibility and Compatibility
Eligibility and Compatibility Workflow Reference
Product Eligibility & Compatibility - Default Workflow
Product Compatibility - Default Workflow
Compatibility Multiple Popup Workflow
Configurator Eligibility Compatibility Workflow
Check Eligibility & Compatibility - Default Workflow
Pricing and Eligibility Procedure - Default Workflow
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Creating Validation Rules for Customizable Products
About Validation for Customizable Products
Scenario for Product Validation Using Custom Validation Services
Activating Workflows for Product Validation
Setting Up Product Validation Using the Simple Expression Business Service
Setting Up Product Validation Using Custom Validation Services
About Creating Custom Rule Checkers
PreValidate Method
Validate Method
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Siebel Configurator Technical Reference
Siebel Configurator Architecture
Siebel Configurator Server Deployment
Enabling Snapshot Mode
Enabling Auto Match
Specifying Keep Alive Time for Configuration Sessions
Enforcing the Field Length for Entering Advanced Rules
Displaying RAL in the Constraints View
Turning Off Default Instance Creation
Revising the Default Cardinalities
Configuring the Object Broker
Displaying Fields from S_PROD_INT in Selection Pages
ASIs for Managing Products
Auto Match Business Service for Siebel Configurator
Operating System Environment Variables Used with Siebel Configurator
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Configurator Workflow and Method Reference
Siebel Configurator Workflow Reference
Configurator Cleanup Workflow
Configurator Load Workflow
Configurator Save Workflow
Configurator Validate Workflow
Configurator External Validate Workflow
Siebel Configurator Methods Reference
LoadInstance Method
Validate Complex Product From Property Set Method
AppendMessages Method
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Siebel Configurator API Reference
About Siebel Configurator APIs
Instance APIs for the Complex Object Manager
LoadInstance Method
CreateSession Method
SetInstance Method
SyncInstance Method
UnloadInstance Method
GetAllPorts Method
EnumObjects Method
GetAttribute Method
GetFieldValues Method
GetInstance Method
GetParents Method
GetPossibleDomain Method
GetPossibleValues Method
GetProductId Method
GetRootPath Method
HasGenerics Method
GetConditionVal Method
Instance APIs to Interact with Conflicts and Messages
GetDetailedReqExpl Method
GetExplanations Method
GetSignals Method
RemoveFailedRequests Method
UndoLastRequest Method
Instance APIs to Set Product and Attribute Values
AddItem Method
CopyInstance Method
GetLinkedItemValues Method
RemoveItem Method
ReplaceItem Method
RepriceInstance Method
SetAttribute Method
SetItemQuantity Method
SetFieldValue Method
SetLinkItemValues Method
Object Broker Methods
GetProdStruct Method
DeltaQuote Method
Instance APIs to Select the Siebel Configurator User Interface
SelectCfgUIService Method
SetUIOption Method
Instance API to Validate Customizable Products
BatchValidate Method
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Siebel Configurator Version 6.x, 7.0 and 7.5
Upgrading Version 6.x Models to Version 7.0 and 7.5
Managing Models in Version 6.x and 7.x
Designing the Catalog in Version 6.x and 7.x
Working with Properties in Version 6.x and 7.x
Working with Resources in Version 6.x and 7.x
Working with Linked Items in Version 6.x and 7.x
Designing Rules and Logical Expressions in Version 6.x and 7.x
Designing Scripts in Version 6.x and 7.x
Quote Integration and Configuration Assistant in Version 6.x and 7.x
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