Contents

Title and Copyright Information

Preface

• Audience
• Documentation Accessibility
• Related Documents
• Conventions

1 Overview

• 1.1 About This Guide
• 1.2 About the Adapter
• 1.3 Automatically Configured Siebel Entities
• 1.4 System Architecture
• 1.5 Managed Attachments Options
• 1.6 User IFrame Authentication
• 1.7 Document Security

2 Configuring the Adapter

• 2.1 System Requirements
• 2.2 Configuring the Adapter for Content Server
  • 2.2.1 Verify Required Content Server Components
  • 2.2.2 Upload and Import the Configuration Migration Utility Bundle
  • 2.2.3 Enable the Siebel Adapter Content Server Components
  • 2.2.4 Set the Configuration Variables
• 2.3 Configuring the Adapter for Siebel
  • 2.3.1 Lock Siebel Objects
  • 2.3.2 Import the SIF File
  • 2.3.3 Compile Locked Projects
  • 2.3.4 Configure the IFrame URL in the Siebel Web Client
    • 2.3.4.1 Configure the IFrame Height
  • 2.3.5 Test the Siebel Configuration
• 2.4 Configuring Oracle Distributed Document Capture
  • 2.4.1 About Document Scanning Using Oracle Distributed Document Capture
  • 2.4.2 Configure Oracle Distributed Document Capture For the Siebel Adapter
  • 2.4.3 Configure Content Server for Distributed Document Capture Via the Adapter
  • 2.4.4 Test the Distributed Document Capture Via Siebel Adapter Configuration
• 2.5 Passing Extra Metadata Parameters From Siebel to Content Server
  • 2.5.1 Configure Content Server for Extra Parameters
  • 2.5.2 Configure Siebel for Extra Parameters
• 2.6 Customizing the Siebel Adapter IFrame Display
  • 2.6.1 Add Custom Buttons
  • 2.6.2 Dynamically Change the Display Mode
    • 2.6.2.1 Calculate the SiebelDisplayMode Integer
    • 2.6.2.2 Configure Siebel for Special Display Mode
    • 2.6.2.3 Calculate Values for Custom Buttons
  • 2.6.3 Change Display Colors
• 2.7 Uninstalling the Adapter
  • 2.7.1 Disable Adapter Components on Content Server
  • 2.7.2 Uninstall Siebel Components

A Siebel Object Locking

• A.1 Objects Locked During SIF Import and Project Locking Process
  • A.1.1 Projects Locked
  • A.1.2 Applets Locked
  • A.1.3 Views Locked
  • A.1.4 Business Components Locked
• A.2 Activating or Deactivating Siebel Objects

B Configuring Additional Siebel Objects

• B.1 Identifying Objects to Lock
• B.2 Locking Additional Siebel Objects
• B.3 Adding Fields to the Business Component
• B.4 Creating an Applet for the IFrame
• B.5 Modifying Applet View Layout
• B.6 Inactivating Existing Applet from View
• B.7 Adding the New Applet to the View
• B.8 Set IFrame to Refresh When Parent Applet Changed
• B.9 Compiling the Additional Objects Project
• B.10 Configuring the IFrame URL in the Siebel Web Client
• B.11 Testing the Additional Objects Siebel Configuration
• B.12 Creating a SIF File for Export
• B.13 Configuring Content Server
  • B.13.1 Adding Content Server Information Fields
  • B.13.2 Adding Rules for Displaying Fields
  • B.13.3 Editing Necessary Content Server Resource and String Files

Index