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Integrating Siebel Search With Siebel Applications


Siebel Search is enabled by default for most Siebel applications. You can search or query for records in your Siebel application provided that a search control has been configured in Siebel Tools for the specific view or applet in question. If you do not see a search toolbar or text box when you navigate to a view or applet in your Siebel application, then a search control has not been configured in Siebel Tools for that particular view or applet.

You can customize Siebel Search to suit your own business needs. The following procedure shows you how to integrate Siebel Search in to an application.

To integrate Siebel Search in to an application

  1. Log in to Siebel Tools and do the following:
    1. Go to the Application object and make a note of the Container Web Page.

      The Container Web Page specifies the Web page object definitions that Siebel CRM uses to display the elements that surround a Siebel view. This page contains typical user interface elements, such as viewbars, screenbars, logos, search control, and so on.

    2. Go to the Web Page object and search for the Container Web Page that you noted in Step a.
      • Expand the Web Page object and then add a new Web Page Item entry with the values shown in the following table:
        Field Name
        Value

        Name

        Search Results Pane Applet

        Type

        Applet

        Item Identifier

        10,000

      • Drill down into the Web Page Item that you added in the previous step and then add a new Web Page Item Parameter with the values shown in the following table:
        Field Name
        Value

        Name

        Mode

        Value

        Edit List

      • Make a note of the Web Template for the current Web Page.
    3. Go to the Web Template object in Siebel Tools and search for the Web Template for the current Web page that you noted in the previous step.

      In the definition for that Web Template, add the following piece of code:

    <!-- SEARCH TOOLBAR START -->

    <div class="siebui-banner-btn siebui-srch-banner-btn" title="Search Button">

    <div id="s_srch_new" class="siebui-search-esearch bannerDiv ToolbarButton">

    <div id="srch_icon_new" class="ui-menubar siebui-search-tb-btn siebui-icon-search" title="Search" role="text"><span></span></div>

    </div>

    </div>

    <div id="searchtoolbar" class="siebui-banner-btn siebui-search-bar" title="Search Toolbar">

    <div id="searchtoolbaroption" class="siebui-search-option">

    <button class="siebui-search-toolbar-options siebui-closed" id="srch_toolbar_option">

    </button>

    <ul class="ui-menu ui-widget ui-widget-content siebui-search-dropdown-menu-hide" role="menubar" tabindex="0">

    <li id="srch_settings" class="siebui-appmenu-item ui-menu-item"><a href="#" class="ui-state-disabled"></a></li>

    <li id="srch_adv_find" class="siebui-appmenu-item ui-menu-item"><a href="#" class="ui-state-disabled"></a></li>

    <li id="srch_adv_search" class="siebui-appmenu-item ui-menu-item"><a href="#" class="ui-state-disabled"></a></li>

    <li id="srch_barcode" class="siebui-appmenu-item ui-menu-item"><a href="#"></a></li>

    </ul>

    </div>

    <div id="searchtoolbarsrch" class="siebui-search-text">

    <input type="text" id="srch_toolbar_text_box" class="siebui-search-toolbar-textbox"/>

    </div>

    </div>

    <!-- SEARCH TOOLBAR END -->

  2. Log in to your Siebel application and modify the manifest as follows:

    NOTE:  If your application uses a custom Web Page presentation model or physical renderer, then manifest changes are not required so skip this step and proceed to Step 3.

    1. Navigate to the Administration - Application screen, then the Manifest Administration view.
    2. Query for the following:
      Field Name
      Value

      Type

      Web Page

      Name

      Container Web Page

    3. Activate the Web Page entries (if not already activated).
    4. Select Physical Renderer in the Usage Type field, click Navigate to Files, and then do the following:
      • Inactivate the following existing Name entry: Name = 'siebel/webpgpr.js'
      • Associate a new file with Name as follows: Name = 'siebel/searchrenderer.js'
    5. Select Presentation Model in the Usage Type field, click Navigate to Files, and then do the following:
      • Delete the following existing Name entry: Name = 'siebel/webpgpm.js'
      • Associate a new file with Name as follows: Name = 'siebel/searchmodel.js '
  3. If using a customized Web Page presentation model or physical renderer, then make sure that your application inherits the following searchmodel and searchrenderer to enable the search functionality in the Web Page presentation model and physical renderer:

    NOTE:  This step is required only if your application uses a custom Web Page presentation model or physical renderer. All customized Web Page presentation model and physical renderer is inherited from the Search presentation model and physical renderer.

    • The Presentation Model (siebel/searchmodel) inherits siebel/webpgpm

      Sample code for the custom presentation model is as follows:

    if (typeof (SiebelAppFacade.ShoppingCartWebPagePM) === "undefined") {

    SiebelJS.Namespace('SiebelAppFacade.ShoppingCartWebPagePM');

    define("siebel/shoppingcartwebpagepm", ["siebel/searchmodel.js"], function () {

    • The Physical Renderer (siebel/searchrenderer) inherits siebel/webpgpr

      Sample code for the custom physical renderer is as follows:

    if (typeof (SiebelAppFacade.ShoppingCartWebPagePR) === "undefined") {

    SiebelJS.Namespace('SiebelAppFacade.ShoppingCartWebPagePR');

    define("siebel/shoppingcartwebpagepr", ["siebel/searchrenderer.js"], function () {

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