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Loading Content for Personalized Content Delivery Usage

You must create content before you can load it in your Siebel database. You can create the content using a content creation tool. After you have created a content file, create a literature record in the Siebel database to make the file available to users of Siebel Business Applications. In the Literature record, set the Literature Type field to Message to differentiate the content available to users in Personalized Content Delivery from other document files loaded and managed in the Literature view.

Creating a Literature Record

The following procedure shows you how to create a literature record.

To create a literature record

1. Navigate to the Administration - Document screen, then the Literature view.
2. In the Literature list, create a new record and complete the necessary fields.
   • Click New File.
   • Browse to and select a file from your local drive, and then click Open.

     The name of the file attachment appears in the Name and File Name fields. The new record is added to the Literature list. Some information appears in the Literature list and other information in the More Info view.

   • Enter information for the new record in the Literature list and the More Info view as required. Some fields are described in the following table.

     Field	Description
     Literature list:
     Name	Enter the name of the literature record. It is recommended to remove any dot extension added in the Name field by default when you load the file.
     File Name	Click Browse and in the Choose File dialog box, select the document file. You can also enter the file name manually.
     Description	(Optional). Enter a description of the content.
     Literature Type	Select the type of the literature as Message. You must set this field to Message type, because the Literature Type field is used to filter the literature items that are available in Personalized Content Delivery.
     Access Level	(Optional). Select the access level for the content.
     Unzip On Download	Select this check box to download zip files and then unzip them so that you will be able to see the zip file items in the PCD Viewer. If not selected, then zip files are downloaded only but not unzipped. In such cases, you will be unable to see the zip file items in the PCD Viewer.
     Rating	(Optional). Select the rating for the content, if any.
     Thumbnail Image	(Optional). Click Browse and in the Images dialog box, select the image that you want and click OK. The associated thumbnail image file is used in Personalized Content Delivery Planner.
     Audience	(Optional). Enter the intended audience for the content.
     Speaker Notes	(Optional). Enter any Speaker notes for the content.
     Detail Product	(Optional). Click Browse and in the Pick Product dialog box, select the product name for which this message is created and click OK.
     Verification Status	Set to default value of Not Verified. After the Administrator verifies that the content can be loaded and displayed in Personalized Content Delivery Viewer, the verification status is set to Success or Failed.
     Legal Approval Date	(Optional). Select the date the content was approved by Legal.
     Legal Approval	(Optional). Select if content was approved by Legal.
     Legal Approver	(Optional). Select the Legal approver of the content.
     Marketing Approval Date	(Optional). Select the date the content was approved by Marketing.
     Marketing Approval	(Optional). Select if content was approved by Marketing.
     Marketing Approver	(Optional). Select the Marketing approver of the content.
     External Author	(Optional). Enter the name of the author of the content.
     More Info view:
     Synopsis	(Optional). Enter a brief synopsis of the content.
     Release Date	Select a date after which this content can be used in Personalized Content Delivery. This is required for records of Literature Type equal to Message.
     Expiration Date	Select a date after which this content should not be used in Personalized Content Delivery. This is required for records of Literature Type equal to Message.
     Distribution Method	Select Publish to automatically distribute the content to remote users based on permissions.
     Questionnaire	(Optional). Click Browse and in the Questionnaire dialog box, select the Template Name that you want, and click OK. Sales assessment templates for Messages are created in the Data Administration screen, then the Sales Assessment Templates view, where assessment template type must be set to Message.

     NOTE:  Do not associate any Accounts, Competitors, Industries and Products to the content as this action might result in unnecessary distribution of content based on associated visibility.

     In addition, do not change Local (Checked), Request (Unchecked), Update File (Checked) and Internal (Checked) fields. If you uncheck Internal, Literature is available as an enclosure in the Correspondence screen, and it is displayed in the Competitive Literature list of the Competitors screen.

Creating a Literature Record and Attaching a Thumbnail Image

The following procedure shows you how to create a literature record in Siebel CRM and attach a thumbnail image to the literature record. The following file types are supported: GIF, JPEG, JPG, MP4, PDF, PNG, HTML, and ZIP.

NOTE:  ZIP files are generally used to upload HTML files and their related content since individual files cannot be attached together.

For more information about working with literature in Siebel CRM, see the chapter about literature administration in Siebel Applications Administration Guide.

To create a literature record and attach a thumbnail image in Siebel CRM

1. Log in to the Siebel business application.
2. Navigate to the Administration - Document screen, then the Literature view.
3. In the Literature list, create a new literature record of type Message and complete the necessary fields.
   1. Click New File.
   2. Browse to and select a file from your local drive, and then click Open.

      The name of the file attachment appears in the Name and File Name fields.

   3. Enter a description of the file in the Description field.

      For example, enter HTML if this is an HTML ZIP file.

   4. In the Literature Type field, select Message.
   5. Enter the Release Date and the Expiration Date in the appropriate fields.

      The release date must be less than today's date and the expiration date must be greater than today's date.

   6. Select the Unzip On Download check box to download zip files and then unzip them so that you will be able to see the zip file items in the PCD Viewer.

      If the Unzip On Download check box is not selected, then zip files are downloaded only but not unzipped. In such cases, you will be unable to see the zip file items in the PCD Viewer.

      NOTE:  This step applies to offline applications only (for example, Siebel Mobile disconnected applications).

   7. Step off the record to save it.
4. In the Literature list, create a new literature record of type Thumbnail Image and complete the necessary fields.
   1. Click New File.
   2. Browse to and select a file from your local drive, and then click Open.

      The name of the file attachment appears in the Name and File Name fields.

   3. Enter a description of the file in the Description field.
   4. In the Literature Type field, select Thumbnail Image.
   5. The release and expiration dates are not required.
   6. Step off the record to save it.
5. Attach a thumbnail image to a literature record as follows:
   1. Create two literature records, one of type Message and the other of type Thumbnail Image as shown in Step 3 and Step 4.
   2. Query for the literature record of type Message where you want to attach the thumbnail image.
   3. In the Thumbnail Image field, select the image that you want to attach, and then click OK.
   4. Step off the record to save the changes.