Contents

List of Figures

List of Tables

Title and Copyright Information

Preface

• Audience
• Documentation Accessibility
• Related Documents
• Conventions

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