2Getting Started

Getting Started

This chapter lists the applications administration tasks that are specific to Siebel Events Management. Use this chapter in combination with Siebel Applications Administration Guide.

This chapter contains the following topic:

Administrative Setup Tasks

You can use this manual and the Events Management software interface as a general guide to accomplishing your business tasks; however, be aware that you may need to make some adjustments to the order in which you enter data and the ways in which you use Events Management software capabilities.

Siebel Applications Administration Guide covers the setup tasks that are common to all Siebel Business Applications, such as using license keys, defining employees, and defining your company’s structure. It also provides the information you need to implement, configure, and monitor the Siebel sales, service, and marketing products and to perform data administration and document administration tasks.

Note: Some tasks discussed in this chapter replace the corresponding ones in the Siebel Applications Administration Guide, whereas others are additional tasks. It is recommended that you review the table in Administrative Setup Tasks before following the procedures in the Siebel Applications Administration Guide.

This guide assumes that you have already installed or completed the upgrade of Siebel Events Management. If you have not, go to the Installation/Upgrade section of the Siebel Bookshelf CD-ROM and click the links to the guides that are relevant to your company’s implementation.

The Siebel Database Server installation script creates a Siebel administrator account that can be used to perform the tasks described in this guide. For more information, see Siebel System Administration Guide and theSiebel Installation Guide for the operating system you are using

Caution: Do not perform system administration functions on your local database. Although there is nothing to prevent you from doing this, it can have serious results, such as data conflicts, an overly large local database, or a large number of additional transactions to route.

Administrative Setup Tasks

The following table lists and describes the administrative setup tasks that are specific to Siebel Events Management and tasks that might differ from those of the other Siebel Business Applications. The following table also directs you to documentation that provides information about each task.

When setting up your application, use the following table in combination with Siebel Applications Administration Guide.

Administrative Task Description For More Information

Configuring the Shopping Cart

Set up Web access for Siebel Events for Finance.

Siebel eSales Administration Guide

Configuring Email Notification

Configure automatic email notifications for events.

Siebel Email Administration Guide

Reviewing and Modifying Lists of Values (LOVs)

Customize values in picklists.

Siebel Applications Administration Guide

Reviewing and Modifying Lists of Values (LOVs)

Updating Lookup Tables

Populate values for region administration, product lines, and session templates.

Updating Lookup Tables

Using Pricing Models

Set up pricing models.

Siebel Pricing Administration Guide

Using Reports

Set up report parameters.

Siebel Reports Guide