Contents

• Title and Copyright Information
• Preface
• 1 What’s New in This Release
  • What’s New in Using Siebel Tools, Siebel CRM 20.8 Update
  • What’s New in Using Siebel Tools, Siebel CRM 20.7 Update
  • What’s New in Using Siebel Tools, Siebel CRM 20.5 Update
  • What’s New in Using Siebel Tools, Siebel CRM 20.1 Update
  • What’s New in Using Siebel Tools, Siebel CRM 19.11 Update
  • What’s New in Using Siebel Tools, Siebel CRM 19.10 Update
  • What’s New in Using Siebel Tools, Siebel CRM 19.9 Update
  • What’s New in Using Siebel Tools, Siebel CRM 19.8 Update
  • What’s New in Using Siebel Tools, Siebel CRM 19.4 Update
  • What’s New in Using Siebel Tools, Siebel CRM 19.1 Update
• 2 Using Siebel Tools
  • Using Siebel Tools
  • Overview of Using Siebel Tools
  • Roadmap for Setting Up and Using Siebel Tools
    • Process of Setting Up the Development Environment
      • Installing Siebel Tools
      • Controlling How Siebel Tools Handles Versions for a Workflow Process or Task UI
      • Setting the Language Mode
      • Controlling How Siebel Tools Displays the Confirmation Dialog Box
      • Resetting Development Tools Options
  • Using the Object Explorer and Object List Editor
    • Overview of the Object Explorer and Object List Editor
      • How Siebel Tools Displays Object Types and Object Definitions
      • How Siebel Tools Displays the Siebel Object Hierarchy
      • About Predefined Objects
    • Locating and Modifying Object Definitions in the Object List Editor
      • Modifying Multiple Records in the Object List Editor
    • Displaying Object Types in the Object Explorer
      • Displaying Hidden Object Types and Properties
    • Using Lists and Tabs in the Object Explorer
      • Using the Project Drop-Down List
      • Using the Types Tab
      • Using the Detail Tab
      • Using the Flat Tab
    • Using the Object List Editor
      • Controlling How Siebel Tools Displays the Object List Editor
      • Using the W Property
      • Using the Changed Property
      • Using the Link
      • Using the Inactive Property
      • Defining the Name of the User Property Object Type
  • Using Menus and Running Queries
    • Using the Menu Bar
    • Using a Right-Click Menu
    • Running Queries
      • Using the Query Menu to Run a Query
      • Using Shortcut Keys to Run a Query
      • Using a Simple Query
      • Using a Compound Query
      • Removing Query Results from the Object List Editor
    • Getting Documentation About an Object
  • Using Windows, Wizards, and Toolbars
    • Using the Properties Window
    • Using Web Templates
    • Using the Multi Value Property Window
    • Using the Bookmarks Window
    • Displaying, Docking, and Stacking Windows
      • Displaying a Window
      • Docking a Window
      • Displaying a Window as a Tab
      • Stacking Windows
      • Resetting Windows
    • Using a New Object Wizard
    • Using the Toolbars
      • Displaying a Toolbar
      • Displaying the Status Bar
  • Using Editors in Siebel Tools
    • Using an Editor That Includes a Canvas
      • Choosing More Than One Record in the Object List Editor
      • Editors That Include a Canvas
    • Using a Script Editor
  • Using IDE in Web Tools
    • Overview of Integrated Development Environment
    • Using a Web Page Editor
    • Using a View Web Template Editor
    • Using an Applet Web Template Editor
  • Using the Command Line
• 3 Using Web Tools
  • Using Web Tools
  • About Web Tools
  • Benefits of Web Tools
  • About Delivering in Siebel Tools and Web Tools
  • Siebel Tools Features Included in Web Tools
  • Siebel Tools Objects Included in Web Tools
  • Siebel Tools Features Excluded From Web Tools
  • Siebel Tools Objects Excluded From Web Tools
• 4 Using Workspaces in Siebel Tools
  • Using Workspaces in Siebel Tools
  • Overview of the Workspaces Mode for Siebel Tools
    • Workspaces Overview
    • Workspace Users
    • Workspace Dashboard in Siebel Tools
  • Using Workspaces in Siebel Tools
    • Creating New Workspaces
    • Opening Existing Workspaces
    • Editing Workspace-Enabled Repository Objects
    • Deleting Development Workspaces
    • Refreshing the Workspace Explorer Pane
    • Tracking Repository Object Changes in Workspaces
    • Performing the Checkpoint Version Process
    • Reverting to Previous Workspace Versions
    • Rebasing Workspaces
    • Detecting Conflicts in Workspaces and Applying Resolutions
    • Submitting Workspaces for Delivery
    • Canceling the Workspace Delivery Process
    • Delivering Workspaces
    • Exporting Workspace Objects to Archive Files
    • Comparing Workspace Versions
    • Flattening Workspace Versions
    • Configuring Non-Workspace Objects
  • Using Workflows in Workspaces
    • Using Workflows in Workspaces Overview
    • Creating New Workflows
    • Modifying Existing Workflows
    • Importing Workflows into Workspaces
    • Exporting Workflows from Workspaces
    • Validating Workflows
    • Debugging Workflows
    • Invoking Workflows
    • Delivering Workspaces that Use Workflows
  • Workspaces Administration
    • Editing the Repository Objects
    • Canceling the Workspace Delivery Process
    • Delivering Workspaces
    • Flattening Workspace Versions
    • Controlling Access on Non-Workspace Objects
    • Publishing Tables
      • Publishing Table in the Source-to-Target Migration
    • Using Workspaces for Seed Data
    • Support for NON-ENU Language in Rich Text Control
    • Adding the Workspace Prefix in System Preferences
• 5 Setting up Web Tools
  • Setting up Web Tools
  • HTML Tags Migrated to Web Tools
  • Manually Running the Migration Script
  • Troubleshooting and Verifying the Results of the Web Template Migration Process
  • Publishing Changes to Siebel Web Templates
  • Workspaces Dashboard in Web Tools
  • Editing the Repository Objects
  • Navigating to the Workspace Dashboard in the Web Tools Mode Application
  • Component Parameters for Siebel Business Applications
• 6 Parallel Development Using Workspaces
  • Parallel Development Using Workspaces
  • Administering Parallel Development using Workspaces
    • Enabling the Parallel Development Feature for Siebel Tools Workspaces
    • Understanding Integration Workspaces in Siebel Tools
    • Creating Integration Workspace in the Workspaces Dashboard
    • Creating Integration Workspace Using Siebel Tools
    • Setting an Integration Workspace as the Default Workspace Branch
    • Setting System Preferences for Parallel-Development Workspaces
    • Launching the Web Client with a Specified Workspace
    • Deleting Integration Workspaces in Web Tools
      • Difference Between Deleting Development and Integration Workspace
  • Using the Parallel Development Tools for Workspaces
    • Applying Parallel Development Using Workspaces Hierarchy
    • Understanding Development Workspaces
    • Creating Development Workspaces in the Workspaces Dashboard
    • Creating Development Workspaces Using Siebel Tools
• 7 Using Siebel Script Editors
  • Using Siebel Script Editors
  • Using the Siebel Script Editor
    • Overview of Using Siebel Script Editor
      • About the Siebel Script Editor
      • Object Types You Can Script
      • Menus in the Siebel Script Editor
      • Guidelines for Using Siebel Script Editor
      • Guidelines for Testing a Script
    • Opening the Siebel Script Editor
    • Validating Script Syntax
    • Setting Options for the Siebel Script Editor
      • Suppressing Error Messages
  • Using the ST eScript Engine
    • Overview of Using the ST eScript Engine
      • About ST eScript Engine Warnings
      • How the ST eScript Engine Determines the Type of Variables That a Script Uses
      • About Script Assist
    • Setting Options for the ST eScript Engine
    • Opening the Script Assist Window
    • Using Fix And Go
    • Using Running Tool Tip
      • How Running Tool Tip Differs from Tool Tips in Script Assist
    • Using Script Libraries with the ST eScript Engine
      • Making a Custom Business Service Method Available in a Script Library
      • Using a Script Library to Call a Custom Business Service Method
      • Example of Using a Script Library
  • Using the Siebel Debugger
    • Overview of Using the Siebel Debugger
    • Enabling Script Editor and Debugger in Web Tools
    • Setting Debug Options
    • Accessing the Siebel Debugger
    • Using Breakpoints
    • Using the Calls Window
    • Using the Watch Window While it Monitors a Script
    • Tracing a Script
      • Example of a Trace
      • Example of a Detailed Trace
      • Declaring Functions and Procedures in Siebel VB
  • Using the Script Profiler
    • Overview of the Script Profiler
      • Example of the Script Performance Profiler Window
    • Enabling the Script Profiler and Line Profiler
    • Running the Script Profiler
      • Navigating in the Script Performance Profiler Window
• 8 Customizing Objects
  • Customizing Objects
  • Overview of Customizing Objects
  • Creating, Modifying, Copying, Validating, and Deleting Objects
    • Creating Objects
      • Using a Wizard to Create Objects
      • Using the Object List Editor to Create New Objects
    • Modifying Objects
      • Using the Properties Window to Modify Objects
      • Renaming Objects
    • Copying Objects
    • Validating Objects
      • Using the Object List Editor to Validate Objects
      • Using the Command Line to Validate Objects
    • Deleting Objects
  • Examining Objects
    • Searching the Repository
    • Viewing Object Relationships
    • Comparing and Synchronizing Objects Between Repositories and Archives
      • Comparing Two Objects in the Same Repository
      • Comparing Two Objects in Different Repositories
      • Comparing an Object in the Current Repository to an Object in an Archive
      • Comparing Objects in Two Different Archives
      • Synchronizing Objects Between Repositories
    • Comparing Different Versions of a Workflow Process or Task UI
    • Determining When Siebel CRM Created or Updated a Record
• 9 Managing Repositories
  • Managing Repositories
  • Viewing, Renaming, Comparing, and Configuring Repositories
    • Overview of Managing Repositories
    • Files That You Use to Manage Repositories
    • Viewing Information About the Current Repository
    • Renaming Repositories
      • Guidelines for Naming Repositories
    • Configuring Siebel CRM to Read Data from a Single Repository
    • Restricting the Objects That Developers Can Modify
      • Setting the Server Edit Record Time Stamp Parameter
      • Overriding Restrictions That Prevent Developers from Modifying Objects
  • Exporting and Importing Repositories
    • Overview of Exporting and Importing Repositories
      • Guidelines for Exporting and Importing Repositories
      • Character Encoding That Siebel CRM Supports to Import or Export Repositories
      • Where the Database Configuration Wizard Saves Log Files
    • Importing Repositories in Windows Environments
    • Importing Repositories in UNIX Environments
    • Exporting Repositories
    • Importing or Exporting Repositories at a Later Time
  • Upgrading Repositories
    • Identifying Conflicts That Occur During Upgrades
  • Process of Migrating Repositories
  • Deleting Repositories
• 10 Localizing Strings and Locale Data
  • Localizing Strings and Locale Data
  • Configuring Symbolic Strings
    • Overview of Configuring Symbolic Strings
      • Symbolic Strings in the Object Hierarchy
      • How Siebel Tools Determines a Translatable String
      • How Some Early Releases Store Translatable Strings
    • Modifying the Configuration File to Support Symbolic Strings
    • Modifying a Predefined Symbolic String
    • Creating a New Symbolic String
    • Modifying a Symbolic String to Globally Update Display Values
    • Setting a Symbolic String Reference
      • Using the String Reference Property to Set a Symbolic String Reference
      • Entering a Value to Set a Symbolic String Reference
    • Entering a String Override
      • How Siebel Tools Stores the Override Value You Enter
      • Properties That Store the String Override
  • Converting Symbolic Strings
    • Caution About Converting and Consolidating Symbolic Strings
    • Running the Console Application Executable
    • Separating Conversion Files into Smaller Files
    • How the Conversion Export Utility Converts Strings
    • How the Conversion Import Utility Converts Strings
    • How Siebel CRM References Symbolic Strings at Run Time
    • Consolidating Symbolic Strings
      • Using a Batch File to Consolidate Strings
    • Using a Batch File to Convert Strings
  • Configuring Locale Data
    • Configuring Nontranslatable Locale Object Properties
    • Displaying Controls and List Columns According to Locale
    • Fixing Orphaned String References After an Upgrade
      • Example Commands That Fix Orphaned String References After an Upgrade
  • Using the Locale Management Utility
    • Finding Untranslated Text Strings
    • Finding Existing Translations
      • How the Locale Management Utility Finds Existing Translations
      • How the Locale Management Utility Chooses Among Multiple Translations
    • Finding Objects That the Locale Management Utility Modifies
    • Finding Objects Modified Since the Last Export
      • How the Locale Management Utility Indicates That Siebel CRM Modified a Record Since the Last Export
    • Exporting Text Strings and Locale Properties to a File
    • Importing Text Strings and Locale Properties
    • Modifying the Value in All Strings for a Language
    • Using the Command Line to Run the Locale Management Utility
      • Using the Command Line to Export Strings and Locale Properties
      • Using the Command Line to Import a File
      • Using the Command Line to Export Strings That Require Translation
• 11 Testing and Troubleshooting Your Customizations
  • Testing and Troubleshooting Your Customizations
  • Testing and Troubleshooting Your Modifications
    • Setting Debug Options to Open the Siebel Client
    • Recovering from a Failed Development Server
• 12 Archiving Objects
  • Archiving Objects
  • Overview of Archiving Objects
    • Using Export and Import for Different Versions of Siebel CRM
  • Exporting Objects to an Archive
    • Using the Command Line to Export Objects to an Archive
      • Input File That Batch Export Uses
  • Importing Objects from an Archive
    • Preparing the Siebel Tools Environment to Import Objects from an Archive
      • Locking Projects Before You Import an Archive
    • Importing an Archive
      • Options You Can Choose to Resolve a Conflict
    • Importing Multiple Archives
    • Using the Command Line to Import an Archive
      • Example of Using the Command Line to Import an Archive
    • Using the Review Conflicts and Actions Dialog Box of the Import Wizard
      • Conflicting Objects Section
      • Object Differences Section
      • Attribute Differences Section
  • Using the Application Deployment Manager
• 13 Glossary
  • Glossary
  • Advanced Compile
  • Applets window
  • Application Deployment Manager (ADM)
  • bookmark
  • Bookmarks window
  • breakpoint
  • canvas
  • collection function
  • compound query
  • conflict
  • Controls/Columns window
  • custom object
  • declarative configuration
  • developer conflict
  • full get
  • get
  • hidden object type
  • hotfix
  • Incremental Repository Merge
  • language mode
  • language override
  • Locale Management Utility (LMU)
  • mid-level release
  • modified object
  • new object wizard
  • object definition
  • Object Explorer
  • Object List Editor
  • object property
  • object tagging
  • object type
  • Palettes window
  • parent and child relationship
  • predefined object
  • predefined symbolic string
  • prior standard repository
  • project
  • property value
  • Properties window
  • pseudolocalization prefix
  • reference repository
  • right-click menu
  • script library
  • Siebel Application Upgrader
  • Siebel Delta File (SDF)
  • Siebel Repository
  • Siebel repository patch file (SPF)
  • Siebel Script Editor
  • Siebel Tools
  • simple query
  • symbolic string
  • symbolic string reference
  • top-level object type
  • Touch
  • translatable string
  • Type deduction
  • Validate Tool
  • Web template editor
  • Web Template Explorer window
• 14 Reference Materials for Siebel Tools
  • Reference Materials for Siebel Tools
  • Menus and Menu Items on the Menu Bar
    • File Menu
    • Edit Menu
    • View Menu
    • Screens Menu
    • Go Menu
    • Query Menu
    • Tools Menu
    • Workspace Menu
    • Window Menu
    • Help Menu
      • Description of the About Visible Views Dialog Box
  • Buttons on the Toolbars
    • Edit Toolbar
    • List Toolbar
    • History Toolbar
    • Simulate Toolbar
    • Format Toolbar
    • WF/Task Editor Toolbar
    • Configuration Context Toolbar
  • Dialog Boxes That Validate Objects
    • Elements of the Validate Dialog Box
    • Elements of the Validation Options Dialog Box
  • Dialog Boxes That Compare Objects
    • Elements of the Compare Objects Dialog Box
  • Dialog Boxes That Set Development Options
    • Development Options for Visualization Views
    • Development Options for Scripting
    • Development Options for Debugging
  • Parameters That Convert Symbolic Strings
    • Parameters You Use with the Conversion Export Utility
    • Parameters That You Can Use with the Conversion Import Utility