Overview for Using This Book

This book describes reference information that you can use to configure Oracle’s Siebel CRM. It uses the following terms:

A user is a person who uses the client of a Siebel Business Application to access Siebel CRM data.
The client is the client of a Siebel Business Applications. Siebel Call Center is an example of a Siebel Business Application.
The server is the Siebel Server, unless noted otherwise.
An administrator is anyone who uses an administrative screen in the client to configure Siebel CRM. The Administration - Server Configuration screen is an example of an administrative screen.

This book describes reference information. For information about how to configure Siebel CRM, see Configuring Siebel Business Applications.

Computer font indicates a value you enter or text that Siebel CRM displays. For example:

This is computer font

Italic text indicates a variable value. For example, the n and the method_name in the following format description are variables:

Named Method n: method_name

The following is an example of this code:

Named Method 2: WriteRecord

A predefined object is an object that comes defined with Siebel CRM. The objects that Siebel Tools displays in the Object List Editor immediately after you install Siebel Tools and the Siebel runtime repository but before you make any customization are predefined objects.

The term focus indicates the currently active object in the client. To indicate the object that is in focus, Siebel CRM typically sets the border of this object to a solid colored line.

Depending on the software configuration you purchase, your Siebel Business Application might not include all the features that this book describes.

How This Book Describes Objects

For brevity, this book describes how an object, such as a user property, does something. For example, this book states the following:

The Copy Contact user property copies contacts.

In reality, the Copy Contact user property only includes information that some other Siebel CRM component uses to copy contacts.

For brevity, to describe how Siebel CRM uses the value that a property contains, this book typically only describes the property name. For example, assume Siebel CRM displays the value that the Display Name property contains. This is a property of a tree node object. This book only states the following:

Siebel CRM displays the Display Name property of the tree node.

In reality, Siebel CRM displays the value that the Display Name property contains.

How This Book Describes Relationships Between Objects

An object definition includes properties and a property includes a value. For example, the Business Object property of the Account Address view contains a value of Account. To describe this relationship, this book states the following:

The Account Address view references the Account business object.

Sometimes the relationship between objects occurs through multiple objects. For brevity, this book does not always describe the entire chain of relationships that exists between objects through the entire Siebel object hierarchy. For example, because the Account business object references the Account business component, and the Account Address view references the Account business object, this book states the following:

The Account Address view references the Account business component.

Getting Help From Oracle

If you require help from Oracle for using object types, you can create a service request (SR) on My Oracle Support. Alternatively, you can phone Global Customer Support directly to create a service request or get a status update on your current SR. Support phone numbers are listed on My Oracle Support. You can also contact your Oracle sales representative for Oracle Advanced Customer Services to request assistance from Oracle's Application Expert Services.