Developing and Deploying Siebel Business Applications > Assigning Objects and Automating Business Processes >

Filtering Records According to a User Profile

This task is a step in Roadmap for Developing a Siebel Application.

Siebel Personalization is a solution that allows you to filter content in an applet that Siebel CRM displays for a specific user according to the requirements of a preference or profile of the user. This topic describes an overview of how to configure Siebel Personalization. For more information, see Siebel Personalization Administration Guide.

To create and test a personalization rule

1. Examine the business requirements to filter records according to a user profile.

   NREC must filter the list of houses that are for sale according to the ZIP code in the profile of the partner agent. If the agent views the list of houses for sale, then Siebel CRM must display only the houses for sale that are located in the same ZIP codes that constitute the sales region to which the agent is assigned. In this example, filtering must occur in the Product Form Applet and the Product List Applet.

2. Create a personalization rule set:
   1. Log in to the Siebel client as an administrator, navigate to the Administration - Personalization screen, and then the Rule Sets view.

      For more information, see Logging In as the Siebel Administrator.

   2. In the Rule Sets list, click New, and then add a new record using values from the following table.

      Field	Value
      Name	NREC House Filter
      Active	Contains a check mark.

      A rule set is a collection of the rules that define how Siebel CRM displays content. For the NREC example, you create one rule set to contain these rules.

3. Associate the personalization rule set with an applet:
   1. Click the Applets link.
   2. In the Applets list, click New, and then create a new record using values from the following table.

      Field	Value
      Name	Product List Applet

   3. In the Rule Sets list, add a new record using values from the following table.

      Field	Value	Description
      Name	NREC House Filter	This is the rule set you created in Step 2.
      Sequence	1	Choose the order in which Siebel CRM must evaluate the rule sets.
      Start Date	Leave empty	The date when Siebel CRM must start to evaluate the conditional expression. If Start Date is empty, then Siebel CRM evaluates the conditional expression continuously or until the End Date occurs.
      End Date	Leave empty	The date when Siebel CRM must stop evaluating the conditional expression. If End Date is empty, then Siebel CRM evaluates the conditional expression continuously after the Start Date occurs. If Start and End Date are empty, then Siebel CRM always evaluates the conditional expression.

   4. To associate the Product Form Applet with the NREC House Filter, repeat Step a through Step c with the following differences:
      • In the Applets list, create the Product Form Applet instead of the Product List Applet.
4. Create a personalization rule:
   1. Click the Rule Sets link.
   2. In the Rule Sets list, choose the NREC House Filter rule set that you created in Step 2.
   3. In the Rules list, click New, and then enter a new record using values from the following table.

      Field	Value	Description
      Name	NREC House Filter	Enter a name that describes the purpose of the rule.
      Rule Type	Expressions	Set this field to instruct Siebel CRM to evaluate the expression.
      Sequence	1	Enter a number to set the order in which Siebel CRM evaluates the rules.
      Active	Contains a check mark.	Make sure the Active field contains a check mark.

   4. In the More Info form, add information using values from the following table.

      Field	Value	Description
      Include Expression	[ZIP Code] = GetProfileAttr('Me.Org.Postal Code')	Enter the expression that Siebel CRM must evaluate. For more information, see About Personalization Rules.

5. Test the personalization rule:
   1. Click the Test link.
   2. In the Test Mode form, enter a Primary User Login and Primary User Password.

      This is the user name and password of the user you must use to test the personalization rules. For example, to test the NREC personalization rule, use the SADMIN user and SADMIN password.

   3. In the Test Application field, enter the command string for the Siebel Mobile Web Client.

      For more information, see Entering the Command String to Test a Personalization Rule.

   4. Click Load.

      Siebel CRM loads the persistent user profile attributes of the primary user in the Primary User Attributes list with an Me prefix. It uses the following values in the Source field:

      • Person for a person attribute
      • Organization for an organization attribute
   5. In the Primary User Attribute list, query the Name field for Me.Org.Postal Code, and then enter a value in the Value field.

      For example, enter 94121.

   6. In the Test Mode form, click Test.

      Siebel CRM opens a new instance of the Siebel Partner Portal application. If you use the Siebel Web Client to perform the test, then Siebel CRM displays the Test Mode dialog box that includes instructions about how to start a new instance of the application.

   7. Navigate to the House Detail view, and then enter several house records.

      Make sure you use several different ZIP codes for the different records you enter. For more information, see Process of Configuring the House Detail View.

   8. Make sure Siebel CRM only displays records that include a ZIP code value of 94121.

About Personalization Rules

Siebel CRM uses one of the following personalization rules to control how it filters content that it displays to the user:

• Business Service
• Expression
• Invoke Method

For the NREC example, you write an Expression personalization rule.

To define the parameters that control this content, an expression rule uses Siebel Query Language. For this example, the following expression specifies that when Siebel CRM displays records from the Internal Product business component, it must display only those records whose value in the ZIP Code field matches the value in the Postal Code for the user:

[Zip Code] = GetProfileAttr('Me.Org.Postal Code')

Entering the Command String to Test a Personalization Rule

This topic describes how to enter the command string to test a personalization rule.

to enter the command string to test a personalization rule

1. Navigate to the Administration - Personalization screen, and then the Test view.
2. In the Test Application field, enter the following command:

   C:\ORACLE_HOME\BIN\siebel.exe /c "C:\ORACLE_HOME\bin\ENU\config_file.cfg"/d data_source

   where:

   • ORACLE_HOME is the root directly of where you installed the Siebel client
   • config_file is the application configuration file. for example, uagent.cfg for Siebel Call Center or siebel.cfg for Siebel Sales.
   • data_source is the database to which to connect. You must use one of the following values:
     • Local
     • Sample
     • ServerDataSrc

       For example:

   C:\Siebel\8.2\client\BIN\siebel.exe /c "C:\Siebel\8.2\client\BIN\ENU\scw.cfg"/d Sample

You can also enter the URL for a Siebel Web Client. For example, you can enter the following URL:

http://computer_name/eChannel