Contents

• Title and Copyright Information
• Preface
• 1 What’s New in This Release
  • What's New in Siebel Personalization Administration Guide, Siebel CRM 20.1 Update
  • What’s New in Siebel Personalization Administration Guide, Siebel CRM 19.1 Update
• 2 About Siebel Personalization
  • About Siebel Personalization
  • Siebel Personalization Components
  • Personalization Features
    • End-User Layout Customization
    • Personalization for Another User
    • Personalization Business Rules Designer
    • Advanced Testing Environment
  • Personalization Within the Siebel Architecture
  • Getting Started with Siebel Personalization
  • Roles and Responsibilities
  • Personalization Terminology
  • Personalization and Content Targeting
    • Content Targeting Diagram
    • Understanding the Target Audience
  • Personalization Usage Scenarios
    • Real-Time Product Recommendations Scenario
      • About the Real-Time Product Scenario
      • Implementing Real-Time Product Scenario
    • Personalization Through All Channels Scenario
      • About the Personalization Through All Channels Scenario
      • Implementing Personalization Through All Channels Scenario
    • Third-Party Personalization Engines Integration Scenario
      • About the Third-Party Personalization Engines Integration Scenario
      • Implementing Third-Party Personalization Engines Integration Scenario
• 3 Managing User Profiles
  • Managing User Profiles
  • About User Profile Attributes
  • About Managing User Profile Attributes
  • About Persistent User Profile Attributes
    • About Storing Persistent User Profile Attributes
      • Attribute Components Obsolete in Version 7
      • Personalization Profile Business Component Used in Version 7
    • Adding New Persistent User Profile Attributes
    • Querying for Persistent User Profile Attributes
    • Saving Modified Persistent Attributes
      • GetProfileAttr and Personalization
    • Retrieving Persistent Attributes
  • About Dynamic User Profile Attributes
    • Dynamic Attributes Set at Run Time
    • About Retrieving Dynamic Attributes
    • Dynamic Profile Attribute Examples
  • About Second User Profiles
    • About Loading a Second User Profile
    • Accessing the Second User Profile
    • Using LoadUserProfile Example
  • Personalization Profile Business Component Restrictions
  • Performance Considerations
  • Working with Multiple Value Profile Attributes
    • Using MVG Profile Attributes to Improve Searches
      • About the GetProfileAttrAsList Function
      • Using GetProfileAttrAsList and the EXISTS Operator
      • GetProfileAttr and the MVG Profile Attributes
    • Exists Operator Usage Scenarios
• 4 Tracking Run-Time Events
  • Tracking Run-Time Events
  • About Run-Time Events and Action Sets
  • Definitions of Events
  • Process of Creating Action Sets
  • Action Types Supported
  • Creating Action Sets
  • Creating Actions for Action Sets
  • Associating Events with Action Sets
  • Creating Event Aliases
• 5 Setting View Visibility
  • Setting View Visibility
  • About Setting View Visibility
    • Events Triggering Visibility Flowchart
    • About Writing Visibility Rules
    • About View Visibility
    • Importance of the Repository
  • Process of Setting View Visibility
    • Finding the Name of a View
    • Setting the Visibility of a View
  • Process of Setting Applet Visibility
    • Finding the Name of an Applet
    • Setting the Visibility of an Applet
  • Hiding an Applet Based on a Field Value
  • Setting the Number of Rows Displayed in an Applet
    • Changing the Number of Rows Displayed in an Applet
• 6 Targeting Content by Using Expressions
  • Targeting Content by Using Expressions
  • Process of Content Targeting
  • Actions to Control the Content
  • Rule Sets and Rules Flow Chart
    • Evaluating Rule Sets
    • Creating Complex Evaluation Flow
    • Rule Sets Best Practices
    • Managing Rule Set Overhead
  • About Expressions and Expression Types
    • About Building Expressions
    • Creating Expressions
    • Conditional Expressions
      • Interpretation of Numbers in Expressions
    • Search Expressions
  • About the Personalization Business Rules Designer
    • Displaying the Personalization Business Rules Designer
    • Personalization Business Rules Designer Contents
  • Process of Creating Business Rules
  • Writing a Business Rule
    • Writing Rule Example
    • Writing a Personalization Rule
  • About Creating Rule Sets and Rules
    • Creating a Rule Set
    • Creating a New Rule
  • Associating Rule Sets With Applets
  • About Salutation Applets
  • Hyperlinking Salutation Messages
    • Hyperlinking Salutation Messages to Screens
    • Hyperlinking Salutation Messages to Views
    • Hyperlinking to Siebel Employee Relationship Management Views
    • Hyperlinking Salutation Messages to Applets
      • Command Syntax Example
    • Two Salutation Applets in One View
  • Process of Adding a Message to the Salutation Applet
  • Modifying the Siebel eService Salutation Applet
    • Adding a Message to the eService Salutation Applet
      • Viewing the Results of Modifying the eSalutation Applet
• 7 Testing Personalization Rules
  • Testing Personalization Rules
  • Ways to Test Personalization Rules
  • About Test Mode
    • Setting Up the Test Mode
    • Using Test Mode to Test Personalization Rules
  • About Using the Log File
    • Enabling Personalization Event Logging
      • Hidden Application Personal Log Parameter
    • Testing Siebel Personalization
    • Changing the Test Parameters
    • Using the Log File to Test Siebel Personalization
  • About Exporting and Importing Personalization Data
    • Exporting Personalization Data as an XML File
    • Importing Personalization Data
      • Process of How the XML Import Works
      • Importing Personalization Data from an XML File
  • About Clearing and Reloading Siebel Personalization
    • Reloading Siebel Personalization for the Current Object Manager
    • Reloading Siebel Personalization for Other Object Managers
• 8 Operators for Building Condition Expressions
  • Operators for Building Condition Expressions
  • Arithmetic Operators
  • Comparison Operators
  • Logical Operators
  • Pattern Matching Operators
• 9 Functions
  • Functions
  • String Functions
  • Conditional Functions
  • Lookup Functions
  • Translation Functions
  • Search Functions
  • Math Functions
  • Date and Time Functions
  • Profile Functions
  • Attribute Functions
  • Other Functions