Getting Started with Self Service Applications

Siebel Self Service provides a Web site where customers can access service information. Customers must register on the Siebel Self Service Web site and then log in to use the Web site. Once registered and logged in, customers can view more details on the Web site by clicking and drilling down on links.

To make Siebel Self Service available to your customers, you must integrate Siebel Self Service with your company Web site by doing the following:

Installing Siebel Self Service
Deploying, configuring, and administering Siebel Self Service as an integrated part of your company Web site.

For more information about installing and deploying Siebel Self Service, see Siebel Self Service Administration Guide.

Registering on the Self Service Web Site

If you do not register on the Self Service Web site, then you will only be able to access limited functionality on the Web site. After registration, you must provide personal and contact information about yourself, and create a user name and password for yourself. When you access the site again, you must enter this user name and password to log in to the site so that you can access additional functionality that is unavailable to customers who do not register.

To complete the registration process, you must enter data in all the fields in the registration form that have an asterisk (a star icon). At any time during this process, click Cancel to stop the process and not create a registration record.

Customers can register on the Siebel Self Service Web site only after administrators configure the LDAP security adapter for user authentication. For more information about configuring the LDAP security adaptor, see Siebel Security Guide.

To register on the Self Service Web site

Click the Create an account link in the Log In applet on the home page.
In the User Registration view that appears, enter the appropriate data in the form fields.
Review the terms and conditions for using the site, and select the check box at the end of the form to indicate that you agree with the terms and conditions.
Click Register.

The home page appears again.

Logging In to the Self Service Web Site

After you register on the Siebel Self Service Web site, you can log in to the Web site to access additional functionality.

To log in to the Self Service Web site

Enter the user name and password in the Log In applet on the home page.
(Optional) Click the HTML5 Browser Compatibility link in the Log In applet to show your browser's compatibility with HTML5 features.

HTML 5 is a core technology markup language of the Internet which is used to structure and present content on the Web. If an HTML5 feature is not compatible with your browser, then you can click the question mark icon to review more information about that feature and about the limitations that you might experience in the application because of this incompatibility.
Click Log In.

The home page appears again.

Logging Out of the Self Service Web Site

If you log in to the Siebel Self Service Web site, then log out of the Web site after you finish using the available functionality.

To log out of the Self Service Web site

Click Settings in the upper corner of any page.
Click Logout.

The home page appears.

Obtaining a New Password for Self Service Applications

As a registered customer, you can obtain a new password if you forget your password. Siebel Self Service automatically creates a new password for you, and you can change this password after you use it to log in to the Siebel Self Service Web site.

To obtain a new password for the Self Service Web Site

Click the Forgot Your Password link in the Log In applet on the home page.

The Forgot Password form appears.
Enter information in the form, and click Submit.

The Challenge Question form appears.
Enter information in the form, and click Submit.

If your answer to the challenge question is correct, then a screen with a temporary password appears.
Note your temporary password, and click Close.

The home page appears again.