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Process of Setting Up the Development Environment

To set up the development environment, do the following tasks:

1. Installing Siebel Tools
2. Specifying the Data Source That Siebel Tools Uses
3. Setting Database Options
4. Choosing the Browser That the Applet Layout Editor Uses
5. Controlling How Siebel Tools Handles Versions for a Workflow Process or Task UI
6. Setting the Language Mode
7. Controlling How Siebel Tools Displays the Confirmation Dialog Box
8. Resetting Development Tools Options

This process is a step in Roadmap for Setting Up and Using Siebel Tools.

Installing Siebel Tools

In this guide, SIEBEL_TOOLS_ROOT represents the folder where you install Siebel Tools. This folder is C:\Siebel\release_number\Tools, by default.

For more information about:

• How to install Siebel Tools, see the Siebel Installation Guide for the operating system you are using. For example, see Siebel Installation Guide for Microsoft Windows.
• System requirements, such as supported versions of Microsoft Windows, see Siebel System Requirements and Supported Platforms on Oracle Technology Network.

  NOTE:  For Siebel CRM product releases 8.1.1.9 and later and for 8.2.2.2 and later, the system requirements and supported platform certifications are available from the Certifications tab on My Oracle Support. For information about Certifications, see article 1492194.1 (Article ID) on My Oracle Support.

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

Specifying the Data Source That Siebel Tools Uses

This topic describes how to specify the data source so that Siebel Tools and the Siebel Web Client connect to the same local repository. It is recommended that you maintain only one local repository for use with Siebel Tools and with this client. This configuration allows you to use this client to view and test modifications that you make in Siebel Tools. If you extract a local repository, and if you use the default settings, then Siebel CRM encrypts the local repository. If you use Siebel Tools to download the local repository, then Siebel CRM does not automatically use the Siebel Web Client to connect to this repository.

For more information about connecting Siebel Tools and the Siebel Web Client to the same local repository, see 475398.1 (Article ID) on My Oracle Support. This document was previously published as Siebel FAQ 229. For more information about extracting a repository, see Siebel Remote and Replication Manager Administration Guide.

NOTE:  Many topics in this guide assume that you use SAP SQL Anywhere for the local database for Siebel Tools. Siebel Innovation Pack 2015, Patchset 5 or later provides the ability to create a local database for Siebel Tools that uses Oracle Database XE, instead of SAP SQL Anywhere. Different requirements apply for a local database that uses Oracle Database XE. For information about installing this local database, see the Siebel Installation Guide for the operating system you are using (such as Microsoft Windows or Oracle Enterprise Linux), and see the Siebel Patchset Installation Guides on My Oracle Support. For information about setting up this local database, see Configuring Siebel Business Applications.

NOTE:  SAP SQL Anywhere is not available for new deployments after September 2015. For more detailed information on how this change affects Siebel Tools and Siebel Remote, see Siebel Release Notes on My Oracle Support for Innovation Pack 2015 (Doc ID 1996273.1).

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

To specify the data source that Siebel Tools uses

1. Open Siebel Tools, click the View menu, and then click Options.
2. In the Development Tools Options dialog box, click the Check In/Out tab.
3. Modify the ODBC data source that the server repository uses:
   1. In the Data Sources section, click the Change button next to the Server window.
   2. In the Change Data Source dialog box, use the information in the following table to define the ODBC data source parameters.

      Window	Description
      ODBC Data Source	Full string of the ODBC data source that communicates with the server repository. For more information, see the Siebel Installation Guide for the operating system you are using.
      User Name	User logon Id to access the server repository. Use all upper case. The user name and password must apply to an existing database user (and not to an LDAP user) and must apply to an individual developer user. For more information about creating users, see Siebel Security Guide.
      Password	User password to access the server repository. Use all upper case.
      Table Owner	Table owner name for access to the server repository. For more information, see the Siebel Installation Guide for the operating system you are using.

      For security reasons, Siebel Tools does not store the server credentials between Siebel Tools sessions. You must specify these credentials each time you start a new Siebel Tools session, and before you do a checkin or checkout. For more information, see Checking Out and Checking In Projects and Objects.

   3. Click OK.
4. Modify the ODBC data source that the local repository uses:
   1. In the Data Sources section, click the Change button next to the Client window.
   2. Make sure the ODBC data source parameters are identical to the parameters that you set in Step 3, and then click OK.

      For more information, see Running Simultaneous Siebel Tools Sessions After You Modify the ODBC Data Source.

5. Locate the Local section of the following files:
   • The .cfg file that the Siebel client uses (for example, uagent.cfg).
   • The tools.cfg file.

     For more information, see About the Configuration Files.

6. Make sure the Local section of the files you locate in Step 5 use the same values for the following parameters:
   • DSDockEncryptDB
   • DSHashUserPwd
   • DSHashAlgorithm

     If you use Siebel Tools to initialize the local repository, then it sets these parameters in the tools.cfg file. You can copy them to the .cfg file that the Siebel client uses.

About the Configuration Files

You can use the following configuration files when you use Siebel Tools:

• Application configuration file. A Siebel application references a configuration file when it starts. For example, the configuration file for Siebel Call Center is uagent.cfg. This configuration file is typically located in the following folder:

  client_root\bin\language_code

  For example, C:\Siebel\8.1\Client\BIN\ENU\uagent.cfg.

  You can customize some of the parameters that this configuration file specifies.

• Siebel Tools configuration file. Siebel Tools references the tools.cfg configuration file. You can use it to set various options, such as enabling object checkout or setting default directories. This file is located in the following folder:

  SIEBEL_TOOLS_ROOT\bin\language_code

Setting Database Options

This topic describes how to set database options.

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

To set database options

1. In Siebel Tools, click the View menu, and then click Options.
2. In the Development Tools Options dialog box, click the Database tab.
3. Set the options using the information in the following table.

   Option	Description
   Developing for Deployment on DB2 for zSeries	For more information, see Implementing Siebel Business Applications on DB2 for z/OS.
   Limit Schema Object Names to 18 Characters	For more information, see Implementing Siebel Business Applications on DB2 for z/OS.
   Allow to Create Column of Type 'Character' Being Greater Than 1	Allows columns of CHAR type to be more than one character in length. If a column is a CHAR type column, and if the data that this column stores is variable in length, then Siebel CRM pads the data with empty spaces in the database.

4. Click OK.

Choosing the Browser That the Applet Layout Editor Uses

You can choose the browser that Siebel Tools uses to display applets in the preview mode of the Applet Layout Editor. You can include conditional tags in Web templates that it shows for some browsers but not for others. Choosing a browser allows you to preview how Siebel CRM displays an applet layout for a specific browser. For more information, see Using Editors in Siebel Tools.

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

To choose the browser that the Applet Layout Editor uses

1. In Siebel Tools, click the View menu, click Toolbars, and then click Configuration Context.

   For more information, see Using the Toolbars.

2. On the Configuration Context toolbar, click the Target Browser drop-down list, and then click Target Browser Config.

   Siebel Tools displays the Target Browser Configuration dialog box, which includes the sections in the following table.

   Section	Description
   Available Browsers	Lists browsers that are available, such as Internet Explorer and Mozilla.
   Selected Browsers for Layout Editing	Lists browsers that the Web Layout Editor affects.
   Capability Name and Value	Lists the capabilities and values for the browser that you choose in the Selected Browsers for Layout Editing section.

3. To add a browser to the list browsers, click it in the Available Browsers list, and then click the right arrow.

   You can also double-click a browser in the Available Browsers list.

4. Click OK.

   Siebel Tools displays each browser that you add as a value in the Target Browser drop-down list.

Controlling How Siebel Tools Handles Versions for a Workflow Process or Task UI

You can control how Siebel Tools handles versions for a workflow process or task UI that you open with an editor, depending on the value of the Status property.

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

To control how Siebel Tools handles versions for a workflow process or task UI

1. In Siebel Tools, click the View menu, and then click Options.
2. In the Development Tools Options dialog box, click the General tab.
3. In the Workflow and Task Configurations section, set the options by using the descriptions in the following table, and then click OK.

   Option	Description
   Automatic Revision in WF/Task Editor and Version Check	If this check box: Includes a check mark, and if you use an editor to open a workflow process or task UI, and if the Status property of this workflow process or task UI is Completed, then Siebel Tools creates a copy of this workflow process or task UI, sets the status for this copy to In Progress, and then opens an editable version of it in the editor. Does not include a check mark, then Siebel Tools opens the editor, and then displays a version of the workflow process or task UI that you cannot edit.
   Automatically Close All the Previous WF/Task Versions	If this check box includes a check mark, and if you use an editor to open a workflow process or task UI, and if the Status property of this workflow process or task UI is Completed, Not In Use, or Expired, then Siebel Tools closes any prior versions of this workflow process or task UI.

Setting the Language Mode

The language mode is a type of mode that allows you to configure Siebel CRM to display text in a language other than English. For example, the German (DEU) language mode allows you to view text in some objects of Siebel Tools in German, such as the text that a string contains or object definitions that the Object List Editor shows. The language mode determines the set of locale data that Siebel Tools uses when it compiles the repository, and during checkin and checkout. If you add a language to the Siebel database that does not come predefined with Siebel CRM, then this language must use all capital letters. For more information, see About Predefined Objects and Siebel Global Deployment Guide.

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

To set the language mode

1. Make sure the repository includes the language data that Siebel Tools must show.
2. In Siebel Tools, click the View menu, and then click Options.
3. In the Development Tools Options dialog box, click the Language Settings tab.
4. In the Tools Language Mode section, choose a value from the Language drop-down list, and then click OK.
5. (Optional) To enable language override, make sure the Enable and Use Language Override check box includes a check mark.

   For more information, see Enabling Language Override.

6. Click OK.

Enabling Language Override

A language override is a nontranslatable, locale property that you can configure differently for different locales. For example, you can configure Siebel CRM to use a specific height for the address field in French and to use a different height in English. If you enable language override, then Siebel CRM might create more locale records in the repository. To avoid unnecessary records, it is recommended that you enable language override only if your deployment requires it. For more information, see Configuring Nontranslatable Locale Object Properties and Configuring Siebel Business Applications.

Controlling How Siebel Tools Displays the Confirmation Dialog Box

You can control how Siebel Tools displays the confirmation dialog box.

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

To control how Siebel Tools displays the confirmation dialog box

1. In Siebel Tools, click the View menu, and then click Options.
2. In the Development Tools Options dialog box, click the General tab.
3. In the Editing Confirmation Dialogs section, configure Siebel Tools to do one of the following:
   • Display a confirmation dialog box. Add a check mark to a check box.
   • Do not display a confirmation dialog box. Remove a check mark from a check box.
4. Click OK.

Resetting Development Tools Options

If Siebel Tools behavior is not consistent with the preferences you set, then you can reset them.

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

To reset development tools options

• Do one of the following:
  • Reset preferences in the Development Tools Options dialog box:
    • Click the View menu, and then click Options.
    • In the Development Tools Options dialog box, click the various tabs and reset preferences, as necessary.
  • Delete the file that stores your preferences:
    • Close Siebel Tools.
    • Navigate to the SIEBEL_TOOLS_ROOT\BIN folder, and then delete the devtools.prf file.
    • Log in to Siebel Tools, click the View menu, and then click Options.
    • Set preferences in the Development Tools Options dialog box.

      Siebel Tools stores the preferences that you set in the Development Tools Options dialog box. It stores these preferences in the devtools.prf file. If you delete this file, then Siebel Tools resets all your preferences to their default values.