Getting Started

This chapter includes information about getting started with Siebel Business Applications. It includes the following topics:

Requirements for Getting Started

After you successfully install your Siebel Business Applications, you are ready to set up your Siebel Business Applications.

The following information lists the software that you must correctly install before you can begin to use your Siebel Business Applications.

Table Required Software

Software	More Information
Siebel Gateway Name Server	Siebel Installation Guide for the operating system you are using
Siebel Server
Siebel Database Server
Siebel Tools or Siebel Developer Web Client
Siebel Business Applications	Application-specific administration guide and this guide

After you successfully install these Siebel servers and applications, you can proceed to use them.

Starting the Siebel Application for the First Time

To begin setting up your Siebel application, you must log in with administrative responsibilities. The Siebel database server installation script creates a Siebel administrator account that you can use to perform administrative tasks. The default user ID is SADMIN. A password is assigned to this user ID during the installation process. Your database administrator might also create a user ID and password that allows you to access the Siebel Server and perform the required setup. To set up entities in the Group Administration view, you must be connected to the Siebel Server; you do not have full administrative capabilities for this view if you are connected to the local database or working in a mobile Web client.

Note: You cannot modify the responsibility for the SADMIN ID that comes with Siebel Business Applications. However, you can copy this responsibility and modify the copy. For more information, see Siebel Security Guide.

Note: The Siebel Bookshelf is available on Oracle Technology Network (http://www.oracle.com/technetwork/indexes/documentation/index.html) and Oracle Software Delivery Cloud. It might also be installed locally on your intranet or on a network location.

Using Siebel Developer Web Client

You can start a Siebel application from the Siebel Developer Web Client.

To start a Siebel application from the Siebel Developer Web Client for the first time

From the Start menu, select Programs and then select your Siebel application.
Enter SADMIN in the User ID field and the appropriate password in the Password field.
In the Connect to field, select the server database from the drop-down list, and click OK.
For information about the other databases available in the Connect to drop-down list, see Selecting a Data Source.

Using Siebel Web Client

You can also start a Siebel application from the Siebel Web Client.

To start a Siebel application from the Siebel Web Client

Open your Web browser.
Navigate to the URL for your Siebel Web Client.
The login screen appears.
Enter SADMIN in the User ID field and the appropriate password in the Password field, and click OK.

About License Keys

As of Siebel Innovation Pack 2014, you do not have to enter the license keys for Siebel CRM base applications. The license keys are provided in the seed data that is imported into a new Siebel database. For more information, see the topic about installing the Siebel Database in Siebel Installation Guide for the operating system you are using.

The license keys are also part of the seed data that is imported into an existing database as part of the Incremental Repository Merge or database upgrade operations. For more information about performing these operations, see Siebel Database Upgrade Guide.

Selecting a Data Source

When you start a Siebel application from the Siebel Developer Web Client, you specify the data source to which you want to connect.

The following databases are potentially available to administrators and users:

Local. A database that resides on your local computer. You can synchronize this database with the corporate database. This database is typically stored on a laptop computer, and mobile users who are not connected to a server when working use this database.
Server. Your enterprise server database.
Sample. A database of sample data, stored on your workstation. Using this database, you can experiment with a Siebel application without risk of damaging actual organizational data.

Always perform system administration tasks against the server database. Although you can perform these tasks against your local database and synchronize, doing so can cause errors, including data conflicts. In addition, performance problems can result from a large local database, and from routing large numbers of transactions.

About the Sample Database

Siebel Business Applications include a sample database to use in demonstrating, evaluating, or experimenting with the Siebel client and Siebel Tools. For more information, see Siebel Installation Guide for the operating system you are using.

The sample database includes numerous demo user accounts. (SADMIN is one of these accounts.) Each of these accounts has a predefined responsibility that reflects the demo user’s position within the sample organization. If you log in to the sample database as a demo user, then your demo user’s responsibility determines that views that you can access within Siebel Business Applications.

You do not have to install server components to run the Siebel sample database. However, you cannot access the Administration - Server Management screen if the server component is not running. You cannot copy the sample database to the server data sources.

To log on as a demo user, double-click the icon for the listed Siebel application in the Siebel client program group. The Demo Siebel application automatically logs the indicated user into the sample database. For the other Siebel Business Applications, enter the user ID and password in the logon dialog box, and select Connect to: Sample.

The sample database that ships with the Siebel application has a built-in license key that includes access to all views and modules for a period of a year from the initial ship date of the product.

About Seed Data

The enterprise database of your default Siebel application contains some built-in seed data, such as organization, division, position, responsibility, and employee records, as well as a list of countries for addresses. You can use this seed data for training or testing, or as templates for the real data that you enter. This seed data is only a starting point from which you can add more information as required. For more information about the seed data, including descriptions of seed data records, see Siebel Security Guide.

Summary of Application Administration Tasks

The following table summarizes the additional application administration tasks necessary to set up various Siebel Business Applications and optional modules.

Table Application Administration Tasks

If You Want to	You Might Have to Perform	More Information
Use any Siebel CRM base application (for example, Siebel Sales or Siebel Call Center)	Initial Setup tasks.	Initial Setup
	Ongoing administration tasks.	Ongoing Application Administration Tasks
Control access to views or data	Tasks to establish a strategy for controlling access to views and data. These tasks include: Establish the business environment (such as organizations, divisions, and territories). Add employees. Assign responsibilities to employees.	Siebel Security Guide
Launch a global deployment	Locale and language administration tasks.	Setting Up Locales Setting Up Languages Siebel Global Deployment Guide
Manage global accounts	Account administration tasks to set up global account hierarchies.	Global Accounts
Use Application Services Interfaces (ASIs) for accounts, contacts, or households	Tasks to set up Web services and activate workflows for the ASIs.	Integration Using ASIs
Create catalogs for data, including products	Tasks to create catalogs for products, literature, solutions and auctions.	Siebel Order Management Guide
Use Correspondence, Presentations, and Proposals functionality	Tasks to set up the Siebel Document Server and create templates.	Siebel Correspondence, Proposals, and Presentations Guide
Use the calendar to set up resources, such as conference rooms, equipment, and projectors	Calendar administration tasks.	Calendar
Use Assignment Manager to automatically assign tasks to appropriate users	Tasks to create skills and other criteria.	Siebel Assignment Manager Administration Guide
Use Siebel Marketing	Marketing administration tasks.	Siebel Marketing Installation and Administration Guide
Manage lists of prospects, contacts, accounts, positions, and employees	List Management tasks.	Siebel Marketing User Guide and Global Target List Management
Use Competency Management	Skills and competencies administration tasks. Note: These skills are different skills than those that Assignment Manager uses.	Siebel Project and Resource Management Administration Guide
Use Time Sheets and Expense Reports	Tasks for Time Sheet and Expense Report setup, such as creating work types.	Siebel Project and Resource Management Administration Guide
Manage Service schedules, Service Assets, and Warranties	Service administration tasks.	Siebel Field Service Guide
Manage orders and the order process	Order administration tasks.	Siebel Order Management Guide