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Documenting Your Configuration in an Entity Relationship Diagram

This task is a step in Process of Configuring Siebel CRM to Use Data From an External Data Source.

It is recommended that you document in an entity relationship diagram (ERD) the following configuration work:

• Changes to data objects. For more information, see Configuring the House and Opportunity Entities.
• New virtual business components.

Figure 7 illustrates a prototype of the relationships between NREC data objects. You can create an Entity Relationship Diagram in Siebel Tools.

For more information, see Configuring Siebel Business Applications.

To document your configuration in an entity relationship diagram

1. In Siebel Tools, in the Object Explorer, click Entity Relationship Diagram.
2. In the Entity Relationship Diagrams list, right-click and then choose the New Record menu item.
3. Add a new record using values from the following table.

   Property	Value
   Name	NREC House ERD
   Project	NREC Configuration
   Status	Scope

4. In the Entity Relationship Diagrams list, right-click the NREC House ERD, and then choose the Edit Entity Relationship Diagram menu item.
5. In the Entity Relationship Designer, drag shapes from the palette and drop them on the canvas until your diagram resembles Figure 7.
6. Click an entity, and then use the Properties window to set properties for the entity using values from the following table. Each row in this table represents values for a single entity. Repeat this step until you define these properties for all entities.

   Name	Business Component
   House Renovations (VBC)	NREC Renovations VBC
   House (Product)	Internal Product
   Appraisals	Appraisals
   Buying Interest	Opportunity
   Activity Plan	Activity Plan
   Contact	Contact
   Independent Agency (Partner)	Account Home Search

7. Add relationship lines between all entities until the diagram resembles Figure 7.

   Make sure you attach all endpoints. If you attach an end point, then the Entity Relationship Designer changes the end point from white to red.

8. Bind each relationship:
   1. Right-click a relationship line, and then choose the Bind Entity Relation menu item.
   2. In the Bind Relationships dialog box, choose a relationship and then click OK.

      If the Bind Relationships dialog box:

      • Lists multiple relationships, then examine the business components and tables listed, and then choose the most appropriate pairing.
      • Lists no relationships, then there is no link or join between the business components.

        If you bind a relationship, then Siebel Tools increases the thickness of the relationship line.

9. (Optional) To improve legibility, reshape the relationship lines:
   1. Choose a relationship line.
   2. To add a reshaping point, press Ctrl+A.
   3. To adjust the line, move the reshaping point as required.
   4. Repeat Step b and Step c, as required.
10. Edit end names for each relationship line:
    1. Choose a relationship line.
    2. Set the End Name 1 and End Name 2 properties.

       For more information, see Figure 21.

    3. Repeat Step a and Step b, as required.

Figure 21 includes a screen capture of a completed entity relationship diagram.

Figure 21. NREC Entity Relationship Diagram in the Entity Relationship Designer