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Siebel CRM Advisor Administration Guide
Siebel Innovation Pack 2015
E24718-01
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Preface
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1
What's New in This Release
What's New in Oracle's Siebel CRM Advisor Administration Guide, Siebel Innovation Pack 2015
2
Overview of Siebel Advisor
About Siebel Advisor
Advisor Application Architecture
Siebel Web Client Deployment
Siebel Developer Web Client Deployment
Global Deployment
Performance Considerations for Advisor Applications
Project Size
Pageset Size
Table Size
Number of Attached Files
Number of Messages
Siebel Application Deployment Methods
Siebel Advisor and Open UI
Setting Up Oracle Policy Automation to Replace Siebel Advisor
Using Oracle Policy Automation to Replace Siebel Advisor
Siebel Advisor and Open UI
Disabling the Advisors Button
Process of Setting Up Oracle Policy Automation to Replace Siebel Advisor
Integrating the Siebel Application with Oracle Policy Administration
Creating the Oracle Policy Automation Rule Base
Verifying the Integration
Using Oracle Policy Automation to Replace Siebel Advisor
3
Overview of the Siebel Advisor Interface
Opening Advisor
Advisor Projects View
Advisor Projects, Pagesets View
Advisor Projects, Contents List View
Advisor Projects, Project Files View
Advisor Projects, Validation Results View
Advisor Projects, Project Search View
Pageset Details Screen
Feature Tables View
Configuration Table Editor View
Input UI View
Output UI View
Pageset Files View
4
Overview of Building Advisor Applications
About Using Siebel Advisor
Activating Workflows for Advisor
Roadmap for Creating an Advisor Application
To Create an Advisor Application
5
Working with Advisor Projects
About Advisor Projects
Creating an Advisor Project
Migrating an Advisor Project
Copying an Advisor Project
Performing an Advisor Project Data Search
Validating an Advisor Project
Previewing an Advisor Project
Deploying an Advisor Project
Exporting and Importing an Advisor Project
Advisor Projects in a Team Environment
View Access
Team Access
Recording the Release Number
6
Working with Advisor Pagesets
About Advisor Pagesets
Creating Advisor Pagesets
Locking Advisor Pagesets
Specifying a Pageset to Configure a Product
Managing the Display of Pagesets in Advisor
Copying Advisor Pagesets
Validating Advisor Pagesets
Performing a Pageset Data Search
7
Working with Advisor Feature Tables
About Advisor Feature Tables
Standard Feature Tables
Linked Feature Tables
Trigger and Target Feature Tables
Process of Creating Advisor Feature Tables
Analyzing the Problem Before Creating Feature Tables
Sports Car Features
Creating an Advisor Feature Table
Designing an Advisor Feature Table
Entering Data in the Advisor Feature Table
Creating Linked Advisor Feature Tables
Managing Advisor Feature Table Columns
Editing a Feature Table
8
Working with Advisor Configuration Tables
About Advisor Configuration Tables
The Configuration Matching Process
Configuration Column Types
Input Columns
Output Columns
Subtable Columns
Cell Functions for Advisor Configuration Tables
About Referring to Other Table Columns
About Performing Calculations
Nested Cell Functions
Cell Function Example
Range Functions for Advisor Configuration Tables
Process of Creating Advisor Configuration Tables
Opening the Advisor Configuration Table
Designing the Advisor Configuration Table
Entering Data in the Advisor Configuration Table
Creating Exception Messages in Advisor
Creating Cross-Sell and Up-Sell Messages in Advisor
9
Building the UI with Advisor
About Building a UI with Advisor
Contents List
Input UI Display Page
Output UI Display Page
About Advisor Input UI Controls
Creating Input UI Controls with Advisor
About Advisor Output UI Controls
Creating Output UI Controls with Advisor
Generating Your Input and Output UI Display Page with Advisor
10
Using Advisor Contents Lists
About Advisor Contents Lists
Process of Creating an Advisor Contents List
Creating a Contents List Record
Creating Contents List Items
Contents Lists for Advisor
11
Working with Deployed Advisor Applications
Running Advisor Applications in Stand-Alone or Standard Mode
Calling Your Advisor Application from Another Siebel Application
Referencing Pagesets from Customizable Products
Invoking the ShowCDA Method from a Button
Passing in Parameters When Invoking the ShowCDA Method
Passing in Project, Pageset, and Dynamic Default Information
About Passing in Values for Configuration Variables
Synchronization Setup for Advisor
Modifying the Siebel Synchronize Database Behavior
Using the Synchronize CDA Projects Screen
Modifying the Project Synchronization Behavior
Disabling Automatic Project Synchronization
Synchronizing All Projects When Get Advice is Clicked
About Working with Advisor Applications in Mobile Client Mode
12
Advanced Modeling for Advisor
Trigger and Target Feature Tables for Advisor Applications
Creating Trigger and Target Feature Tables
Example of Creating Trigger and Target Tables
Creating the YEAR Target Table
Creating the CLASS Trigger Table
Creating UI Controls to Display the Trigger and Target Values
Additional Trigger Capabilities
Dynamic Defaults in Advisor Applications
Creating Dynamic Defaults for Advisor Applications
Example of Dynamic Defaults in Advisor Applications
The Result of the Example
Working with Subconfiguration in Advisor
Example of Subconfiguration in Advisor Applications
About Referencing Feature Tables in Subconfigured Data Models
About Setting Defaults in Subconfigured Data Models
In an External Pageset
In the DYNDEF Column
About Accessing Model Variables
In Configuration Tables
In OL_CONDITIONS and Cell Functions
Performance Considerations for Subconfigured Data Models
Duplicate Configuration Column Names in Subconfigured Data Models
Creating Javascript Conditional Statements for Advisor Applications
13
Customizing the UI of Advisor Pages
About Customizing Your UI
Editing the Project UI Files
About the Project UI Files
Modifying the Application UI Definition File
About Modifying the Contents List Location
In the Application Definition File
In a Pageset UI Definition File
About the UI Controls
Using UI Templates
14
Referencing Other Siebel Data from Advisor
About Referencing Other Siebel Data from Advisor Applications
Binding Advisor Data to Siebel Business Components
How the Binding Works
Configuration Table Designer Example
Adding Access from Advisor to Other Business Components
About Modeling for Customizable Products in Advisor
Data Evaluation in Advisor Feature Tables
Data Evaluation in Advisor Configuration Tables
Evaluation of the Customizable Product Structure in Advisor Applications
Automatic Creation of the Customizable Product Structure
Mapping Root Products in the Configuration Table
Mapping Root Product Attributes in Feature Tables
Mapping Child Products in Feature Tables
Mapping Attributes of the Child Product in Feature Tables
Best Practices for Modeling Customizable Products
Runtime Interaction of Advisor Applications with the Shopping Cart or Quote
Runtime Interaction of Advisor Applications with Server-Based Configurator
Runtime Access to Pricing Information in Advisor Applications
About Publishing Pricing Information in Pagesets
Associating a Price List with a Browser-Based Model
About Modifying Display Information in app_config.js
About Modifying the Application Configuration File
Adding Rules Based Pricing
About Configuring the Get My Price Virtual Business Component
15
Working with Advisor Project Files
About the Advisor Project Files
Advisor Project Structure
The Project Files Tab
Engine File Directories
Application File Directories
Viewing the Advisor Project Files
Creating a File Attachment to an Advisor Project File
Editing a File Attachment to an Advisor Project File
A
Implementation of Multi-Variable and Cascading Triggers
Index