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Process of Setting Up the Development Environment

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

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

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

Enabling Workspaces in the Development Environment

In order to set up the Siebel development environment, the Siebel Administrator has to enable workspaces. For more information about how to enable Workspace for Siebel Tools, see Enabling the Workspaces Mode for 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.

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.