Siebel Innovation Pack 2016: Contents

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Using Siebel Tools

What's New in This Release

Using Siebel Tools

Overview of Using Siebel Tools

Roadmap for Setting Up and Using Siebel Tools

Process of Setting Up the Development Environment

Using the Object Explorer and Object List Editor

Overview of the Object Explorer and Object List Editor

Locating and Modifying Object Definitions in the Object List Editor

Displaying Object Types in the Object Explorer

Using Lists and Tabs in the Object Explorer

Using the Object List Editor

Using Menus and Running Queries

Using the Menu Bar

Using a Right-Click Menu

Running Queries

Getting Documentation About an Object

Using Windows, Wizards, and Toolbars

Using the Properties Window

Using the Applets Window

Using the Controls/Columns Window

Using the Palettes Window

Using the Web Template Explorer Window

Using the Multi Value Property Window

Using the Bookmarks Window

Displaying, Docking, and Stacking Windows

Using a New Object Wizard

Using the Toolbars

Using Editors in Siebel Tools

Using a Layout Editor

Specifying the Web Template Editor

Using an Editor That Includes a Canvas

Using a Script Editor

Using Workspaces in Siebel Tools

Overview of the Workspace Mode for Siebel Tools

Workspace Dashboard

Creating New Workspaces

Opening Existing Workspaces

Editing Workspace-Enabled Repository Objects

Deleting Workspaces

Refreshing the Workspace Explorer Pane

Tracking Repository Object Changes in Workspaces

Performing the Checkpoint Version Process

Reverting to Previous Workspace Versions

Compiling Workspaces

Rebasing Workspaces

Detecting Conflicts in Workspaces and Applying Resolutions

Submitting Workspaces for Delivery

Canceling the Workspace Delivery Process

Delivering Workspaces

Exporting Workspace Objects to Archive Files

Comparing Workspace Versions

Flattening Workspace Versions

Configuring Non-Workspace Objects

Workspaces Administration

Enabling the Workspaces Mode for Siebel Tools

Canceling the Workspace Delivery Process

Delivering Workspaces

Flattening Workspace Versions

Controlling Access on Non-Workspace Objects

Adding the Workspace Prefix in System Preferences

Using the Command Line

Managing Repositories

Viewing, Renaming, Comparing, and Configuring Repositories

Overview of Managing Repositories

Files That You Use to Manage Repositories

How Siebel Tools Minimizes Processed Data During Exports and Imports

Viewing Information About the Current Repository

Renaming Repositories

Comparing Two Repository Files

Configuring Siebel CRM to Read Data from a Single Repository

Managing Modifications That Developers Make to Repositories

How Siebel Tools Associates Repository Modifications with One or More Developers

Using Object Tags to Manage Modifications That Multiple Developers Make

Restricting the Objects That Developers Can Modify

Adding Identification Numbers to Repository Modifications

Exporting and Importing Repositories

Overview of Exporting and Importing Repositories

Importing Repositories in Windows Environments

Importing Repositories in UNIX Environments

Exporting Repositories

Importing or Exporting Repositories at a Later Time

Upgrading Repositories

Identifying Conflicts That Occur During Upgrades

Process of Migrating Repositories

Preparing to Migrate Repositories

Using the Database Configuration Wizard to Migrate Repositories

Updating Siebel Remote Databases

Migrating Non-repository Configurations and Data

Using the Repository Import and Export Utility

Guidelines for Migrating Repositories

Deleting Repositories

Checking Out and Checking In Projects and Objects

Overview of Checkout and Checkin

About the Project Object Type

Guidelines for Using Checkout and Checkin

Getting Projects from the Server Repository

Getting All Projects from the Server Repository

Getting Some Projects from the Server Repository

Getting Locale Data from the Server Repository

Using Checkout and Checkin

Allowing Object Locking for a Project

Checking Out Projects from the Server Repository

Checking Out Objects from the Server Repository

Checking In Projects or Objects to the Server Repository

Locking a Project in the Local Repository

Locking an Object in the Local Repository

Unlocking a Project

Undoing Project Checkout

Preventing Object Checkin and Checkout

Viewing Locked Objects in a Project

Viewing Differences Between Local Repositories and Server Repositories

Setting Options for Checkout and Checkin

Configuring Third-Party Code Control

Configuring Siebel Tools to Restart Editors After Checkout

Customizing Projects

Creating New Projects

Renaming Projects

Modifying the Project That an Object References

Modifying the Location Where Siebel Tools Saves Objects and Projects

Customizing Objects

Overview of Customizing Objects

Creating, Modifying, Copying, Validating, and Deleting Objects

Searching the Repository

Viewing Object Relationships

Comparing and Synchronizing Objects Between Repositories and Archives

Comparing Different Versions of a Workflow Process or Task UI

Determining When Siebel CRM Created or Updated a Record

Using Siebel Script Editors

Using the Siebel Script Editor

Overview of Using Siebel Script Editor

Setting Options for the Siebel Script Editor

Opening the Siebel Script Editor

Using the ST eScript Engine

Overview of Using the ST eScript Engine

Enabling the ST eScript Engine

Setting Options for the ST eScript Engine

Opening the Script Assist Window

Using Fix and Go

Using Running Tool Tip

Using Script Libraries with the ST eScript Engine

Using the Siebel Debugger

Overview of Using the Siebel Debugger

Setting Debug Options

Accessing the Siebel Debugger

Validating Script Syntax

Using Breakpoints

Using the Calls Window

Using the Watch Window While it Monitors a Script

Tracing a Script

Using the Script Profiler

Overview of the Script Profiler

Enabling the Script Profiler and Line Profiler

Running the Script Profiler

Localizing Strings and Locale Data

Configuring Symbolic Strings

Overview of Configuring Symbolic Strings

Modifying the Configuration File to Support Symbolic Strings

Creating a Project for Your Symbolic Strings

Modifying a Predefined Symbolic String

Creating a New Symbolic String

Modifying a Symbolic String to Globally Update Display Values

Setting a Symbolic String Reference

Entering a String Override

Converting Symbolic Strings

Consolidating Symbolic Strings

Using a Batch File to Convert Strings

Configuring Locale Data

Configuring Nontranslatable Locale Object Properties

Displaying Controls and List Columns According to Locale

Fixing Orphaned String References After an Upgrade

Using the Locale Management Utility

Finding Untranslated Text Strings

Finding Existing Translations

Finding Objects That the Locale Management Utility Modifies

Finding Objects Modified Since the Last Export

Exporting Text Strings and Locale Properties to a File

Importing Text Strings and Locale Properties

Modifying the Value in All Strings for a Language

Using the Command Line to Run the Locale Management Utility

Using Advanced Compile to Localize a Repository

Overview of Using Advanced Compile

Using Advanced Compile

Compiling, Testing, and Troubleshooting Your Customizations

Compiling Your Modifications

Overview of Compiling

Compiling Projects

Compiling Objects

Using an Incremental Repository Upgrade Kit

Using the Command Line to Import, Export, or Compile Objects

Testing and Troubleshooting Your Modifications

Setting Debug Options to Open the Siebel Client

Recovering from a Failed Development Server

Archiving Objects

Overview of Archiving Objects

Exporting Objects to an Archive

Using the Command Line to Export Objects to an Archive

Exporting Only Modified Objects to an Archive

Importing Objects from an Archive

Preparing the Siebel Tools Environment to Import Objects from an Archive

Importing an Archive

Importing Multiple Archives

Using the Command Line to Import an Archive

Importing Only Modified Objects from an Archive

Using the Review Conflicts and Actions Dialog Box of the Import Wizard

Using the Application Deployment Manager

Using a Hotfix to Deploy Fixes to the Production Environment

Using the Command Line to Export Objects to a Hotfix

Exporting Objects to a Mid-Level Release

Reference Materials for Siebel Tools

Menus and Menu Items on the Menu Bar

Buttons on the Toolbars

WF/Task Editor Toolbar

Configuration Context Toolbar

Buttons in the Palettes Window

Dialog Boxes That Check Out and Check In Projects and Objects

Elements of the Project Check Out Dialog Box

Elements of the Object Check Out Dialog Box

Elements of the Check In Dialog Box

Dialog Boxes That Validate Objects

Elements of the Validate Dialog Box

Elements of the Validation Options Dialog Box

Dialog Boxes That Compare Objects

Elements of the Compare Objects Dialog Box

Dialog Boxes That Set Development Options

Development Options for Project Checkin and Project Checkout

Development Options for Visualization Views

Development Options for Scripting

Development Options for Debugging

Parameters That Convert Symbolic Strings

Parameters You Use with the Conversion Export Utility

Parameters That You Can Use with the Conversion Import Utility

Glossary

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