Developing and Deploying Siebel Business Applications > Setting Up the Development Environment > Process of Setting Up the Development Environment >

Setting Up Siebel Tools

This task is a step in Process of Setting Up the Development Environment.

In this topic you set up Siebel Tools. For more information, see Using Siebel Tools.

To set up Siebel Tools

1. Modify the Siebel Tools configuration file:
   1. Open the tools.cfg file in a text editor.

      The tools.cfg file is located in the following directory:

   C:\ORACLE_HOME\BIN\ENU

   For example, C:\Siebel\8.2\Tools_1\BIN\ENU.

   2. Edit parameters using values from the following table.

      Parameter	Description
      EnableToolsConstrain	Set to FALSE. For more information, see Configuring Text for Labels and Other User Interface Elements.
      DataSource	Do one of the following: If you use a local database, then set to Local. If you use the Sample database, then set to Sample.
      ConnectString	Set to the same database that the Siebel client references. For more information, see Modifying the Configuration File for the Siebel Client.
      ClientConfigurationMode	Make sure the ClientConfigurationMode parameter is not All. You cannot use the Form Applet Wizard, List Applet Wizard, View Wizard, or set the HTML Sequence if the ClientConfigurationMode parameter is All.
      EncryptApplicationPassword	Set to FALSE. Password encryption must be disabled when you check projects in or out. For more information, see Process of Modifying Siebel Objects.
      EncryptCredentialsPassword

   3. Save and then close the tools.cfg file.
2. Initialize the local database:
   1. Establish a LAN connection between the Siebel Remote server and the remote computer.

      Because the amount of information that Siebel CRM must download from the Siebel server to initialize the database for Siebel Mobile Web Client is substantial, it is recommended that you use a LAN connection rather than a modem or WAN between the server and the Siebel Mobile Web Client. Alternatively, you can initialize the local database from a CD-ROM or other media.

   2. On the local computer that the developer uses, start Siebel Tools.

      In the Siebel Tools login dialog box, in the Connect to window, choose Local.

      Siebel Tools displays the following message:

   The local Siebel database was not found. Would you like to connect to the Siebel Remote server to initialize the local database?

   3. Click Yes.

      Siebel Tools connects to the Siebel Remote server and initializes the local database. If initialization is successful, then Siebel Tools creates a local database file named sse_data.dbf, and stores it in the following directory:

   C:\ORACLE_HOME\local directory

   where:

   • ORACLE_HOME is the root directly of where you installed Siebel Tools. For example, c:\siebdev.

     If you use the Sample database, then it is not necessary to initialize the local database. For more information, see Prototyping with the Sample Database.

3. Perform a full get:
   1. Choose the Tools menu, and then the Check Out menu item.
   2. In the Check Out dialog box, choose the name of your development repository from the Repository list.
   3. Click All Projects, and then click Options.
   4. In the Development Tools Options dialog box, make sure the following settings exist:

      Option	Value
      Server Data Source	References the server development database.
      Client Data Source	References the local database you initialized in Step 2.

      These data sources must match the values displayed in the Control Panel under ODBC Data Sources.

   5. In the Check Out dialog box, click Get.

      For more information, see About the Full Get.

4. Set the target browser:
   1. Choose the View menu, Toolbars, and then the Configuration Context menu item.
   2. In the Target Browser list of the Configuration Context toolbar, choose Target Browser Config.
   3. In the Target Browser Configuration dialog box, move the target browser to the Selected pane window, as necessary.

      For example, move MSIE 7.0.

   4. Click OK.

      You use the Target Browser feature to configure your Siebel application for different browsers, such as Internet Explorer or Firefox. Although you do not configure for different browsers in this book, Siebel Tools requires that you set a target browser. Otherwise, you can not open the Web Layout Editor. For more information, see Opening the Web Layout Editor.

5. Make sure the Application list on the Configuration Context toolbar is set to All Applications.
6. Display object types you use to configure Siebel CRM:
   1. Open Siebel Tools.
   2. Choose the View menu, and then the Options menu item.
   3. Click the Object Explorer tab.
   4. Scroll down through the Object Explorer Hierarchy window until you locate the object you must display.
   5. Make sure the tree for the object you must display and all child objects of the tree include a check mark. For the example in this book, display the following object types:
      • Bitmap Category
      • Business Component User Prop
      • EIM Interface Table
      • Symbolic String
      • Workflow Process

        If all child objects of an object type are displayed, then Siebel Tools displays a black check mark with a white background for the tree.

   6. Click OK.
7. Create a new project:
   1. In Siebel Tools, in the Object Explorer, click Project.
   2. In the Projects list, right-click, and then choose the New Record menu item.
   3. Enter a new record using values from the following table.

      Property	Value
      Name	NREC Configuration
      Locked	TRUE

      You use this project during development to group object definitions that you create or modify. This grouping simplifies the task of finding your work and exporting and importing the object definitions.

8. Set the default HTML Editor:
   1. If an HTML editor is not installed on your computer, then install one now.

      To allow you to edit HTML code, Siebel Tools uses a third party HTML editor. This HTML editor is a third-party application that you must install on your computer. Notepad++ is an example of a third-party HTML editor.

   2. Choose the View menu, and then the Options menu item.
   3. Click the Web Template Editor tab.
   4. In the Executable Full Path window, enter the full path to the executable file for your HTML editor.

      For example, C:\Program Files\Notepad++\notepad++.exe.

9. Choose the View menu, Toolbars, and then make sure the WF/Task Editor Toolbar menu item contains a check mark.

About the Full Get

A full get is the process of populating a local database with a read-only copy of the projects and object definitions that are stored in the server database. When you do a full get, Siebel Tools copies all objects from the server repository to the local repository. The local repository that is currently open includes the same data as the server repository from which you performed the full get.

A full get is equivalent to checking out every project from the Siebel Server, however the projects are not locked and you cannot modify the object definitions until you check out a project from the server database or lock a project locally. Having a read-only copy of the full repository on your local computer allows you to compile a Siebel repository file for your local database. This is required to test changes locally.

If you use the Sample database, then it is not necessary to perform a full get. For more information, see Prototyping with the Sample Database.

Prototyping with the Sample Database

The Sample database contains example data that you can to quickly prototype various design ideas. To use the Sample database, it is not necessary to set up a local database. Note that the Sample database cannot receive a checked out object, and you cannot check in objects from the Sample database to the server database.