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Developing and Deploying Siebel Business Applications
What's New in This Release
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Overview of Developing a Siebel Application
About Developing a Siebel Application
Stages of Developing a Siebel Application
Documents You Use During the Design Stage
Testing You Perform When You Develop a Siebel Application
Overview of the Development Environment
About the Local Development Environment
About the Siebel Object Architecture
Typical Team Members of a Development Project
About The Business Case This Book Uses
Overview of the NREC Business Case
NREC Business Objectives
NREC User Profiles
NREC Access Requirements
NREC Business Requirements
NREC Development Strategy
Siebel CRM Functionality That NREC Plans to Use
NREC Design Strategy
Roadmap for Developing a Siebel Application
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Installing Software, Adding Users, and Creating the Company Structure
Installing Software for a Siebel Application
Process of Adding Users
Creating Database Users
Modifying the Configuration File for the Siebel Client
Creating Responsibilities
Adding Users to a Siebel Application
Process of Creating the Company Structure
Creating an Organization
Creating Positions and Position Skills
Creating a Partner Organization
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Setting Up the Development Environment
Process of Setting Up the Development Environment
Setting Up Local Databases
Setting Up Siebel Tools
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Configuring the User Interface
Process of Configuring the User Interface Layer
Removing Screens from a Siebel Application
Removing Views from a Screen
Removing Fields from an Applet
Adding Fields to Applets
Verifying Your Configuration
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Configuring the House and Opportunity Entities
Process of Configuring the House Detail View
Examining Business Requirements for the House Detail View
Adding Columns to the Products Table
Configuring the Internal Product Business Component
Configuring Text for Labels and Other User Interface Elements
Modifying the Product List Applet
Modifying the Product Form Applet
Creating the House Detail View
Creating the Houses Screen
Compiling, Registering, and Testing the House Detail View
Process of Configuring the House Detail - Appraisals View
Examining Business Requirements for the House Detail - Appraisals View
Creating the Appraisals Business Component
Creating a Link Between Houses and Appraisals
Associating the Appraisals Business Component with a Business Object
Creating the Appraisals List Applet
Creating the House Detail - Appraisals View
Adding the House Detail - Appraisals View to the Houses Screen
Compiling, Registering, and Testing the House Detail - Appraisals View
Process of Configuring the Opportunity Details View
Examining Business Requirements for the Opportunity Details View
Adding Columns to the Opportunity Table
Adding Fields to the Opportunity Business Component
Modifying the Opportunity List Applet
Modifying the Opportunity Form Applet
Compiling, Registering, and Testing the Opportunity Details View
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Configuring Picklists, Drilldowns, and MVGs
About Picklists and Drilldowns
About Picklists
About Drilldowns
Process of Configuring Picklists, Drilldowns, and MVGs
Creating Static Picklists
Creating a Dynamic Picklist
Constraining a Picklist
Creating a Dynamic Drilldown
Configuring a Multi-Value Group
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Configuring Logos, Banners, and Colors
Overview of Configuring Logos, Banners, and Colors
About User Interface Elements
About Developing Web Templates
Process of Configuring Logos, Banners, and Colors
Examining Business Requirements for Configuring Logos, Banners, and Colors
Adding a Custom Logo to the Banner
Modifying the Banner Color
Modifying the Screen Bar and View Bar Colors
Modifying Applet Colors
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Configuring Siebel CRM to Use Data From an External Data Source
Process of Configuring Siebel CRM to Use Data From an External Data Source
Examining Business Requirements for Using Data from an External Data Source
Creating a Business Service
Creating a Virtual Business Component
Creating a Link Between Houses and House Renovations
Modifying the Business Object
Displaying Custom Fields in the Siebel Client
Compiling and Testing Your Changes
Documenting Your Configuration in an Entity Relationship Diagram
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Assigning Objects and Automating Business Processes
Customizing How Siebel CRM Assigns Objects
Process of Automating a Business Process
Examining Business Requirements for Automating a Business Process
Configuring Siebel Communications Server
Creating an Email Template
Creating and Deploying a Workflow Process
Creating a Workflow Policy
Running the Generate Triggers Server Component
Defining and Starting a New Workflow Monitor Agent
Filtering Records According to a User Profile
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Configuring Siebel Remote
About Siebel Remote
Process of Configuring Siebel Remote
Setting Up the Siebel Remote Server
Setting Up a New Siebel Remote User
Registering a Siebel Mobile Web Client
Extracting, Initializing, and Synchronizing the Remote Database
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Setting Up the Test Environment
Process of Moving Data to the Test Environment
Moving Repository Data
Moving Web Templates, Image Files, and Cascading Style Sheets
Moving Nonrepository Data
Process of Loading CRM Data in the Test Environment
Loading the Interface Tables
Adding the EIM Configuration File
Disabling Transaction Logging
Running the Enterprise Integration Manager
Administering the Test Environment
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Common Software Development Tasks
Using Siebel Tools
Displaying the Object Explorer
Displaying the Object List Editor
Displaying the Properties Window
Opening a Wizard
Opening the Web Layout Editor
Setting Options in Siebel Tools
Process of Modifying Siebel Objects
Checking Out Projects from the Siebel Server
Making Configuration Changes
Compiling Projects
Logging In as the Siebel Administrator
Registering a New View
Verifying Your Changes
Checking Projects In to the Siebel Server
Options for Managing Objects
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Guidelines for Testing a Deployment
Guidelines for Integration Testing
Guidelines for User Acceptance Testing
Guidelines for Performance Testing
Guidelines for Continuous Improvement
Benefits of Functional Test Automation
Benefits of Load Test Automation
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Code for NREC Business Services
Code for the General Function
Code for the Service Function
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