Contents

• Title and Copyright Information
• Preface

1 What’s New in This Release

• What’s New in Configuring Siebel Business Applications, Siebel CRM 24.10 Update
• What’s New in Configuring Siebel Business Applications, Siebel CRM 24.8 Update
• What’s New in Configuring Siebel Business Applications, Siebel CRM 24.4 Update
• What’s New in Configuring Siebel Business Applications, Siebel CRM 23.10 Update
• What’s New in Configuring Siebel Business Applications, Siebel CRM 23.6 Update
• What’s New in Configuring Siebel Business Applications, Siebel CRM 23.3 Update
• What’s New in Configuring Siebel Business Applications, Siebel CRM 22.8 Update
• What’s New in Configuring Siebel Business Applications, Siebel CRM 22.6 Update
• What’s New in Configuring Siebel Business Applications, Siebel CRM 22.5 Update
• What’s New in Configuring Siebel Business Applications, Siebel CRM 21.5 Update

2 Architecture of Siebel CRM

• Architecture of Siebel CRM
• About Siebel Objects
  • How Siebel Tools Displays Relationships Between Objects
  • How This Book Describes Objects
  • Overview for Using This Book
  • Getting Help From Oracle
• About the Siebel Object Architecture
  • Overview of the Physical User Interface Layer
    • Siebel Web Template
    • Siebel Tag
    • Cascading Style Sheet
  • Overview of the Logical User Interface Object Layer
    • Applet
    • View
    • Screen
    • Application
    • Page Tab
    • Screen Menu Item
    • Control
    • List Applet
    • List
    • List Column
    • Web Template, Applet Web Template, and View Web Template
    • Applet Web Template Item
    • View Web Template Item
  • Overview of the Business Object Layer
    • Business Component
    • Business Component Field
    • Join
    • Join Specification
    • Business Object
    • Business Object Component
    • Link
    • Multi-Value Group, Multi-Value Link, and Multi-Value Group Applet
    • User Property
    • Business Service
  • Overview of the Data Objects Layer
    • Table
    • Column
    • Index
  • Hierarchy of Object Types and Relationships
  • About Classes
• About the Siebel Operating Architecture
  • Components That the Siebel Operating Architecture Uses
    • Object Manager
    • Siebel Web Engine
    • Data Manager
    • Extensible and Nonextensible Objects
  • Infrastructure That the Siebel Web Engine Uses
    • Where Siebel CRM Hosts Components
    • How You Can Use Siebel Tools to Build a View
  • How the Siebel Web Engine Creates a Siebel Application
  • Integration with Java EE
    • Java Beans Can Represent Siebel Integration Objects or Business Services
• About Siebel Technologies That Configure Siebel CRM Behavior
  • Siebel Personalization
  • Task UI
  • Siebel Workflow
  • Siebel SmartScript
  • Siebel Assignment Manager
  • State Model
  • Siebel Pricer

3 About Tables and Columns

• About Tables and Columns
• About Siebel Tables
  • Overview of Siebel Tables
  • Naming Format for a Siebel Table
  • How an Extension Table Stores Custom Data
    • Overview of an Extension Table
    • How a One-To-One Extension Table Extends Data Storage for a Single Business Component
    • How an Implicit Join Creates a Relationship Between a Base Table and a Business Component
    • An Explicit Join Creates a Relationship Between an Extension Table and a Business Component
    • A One-To-Many Extension Table Stores Data From Multiple Business Components
    • Summary of Support for Extension Tables and Extension Columns
  • How an Intersection Table Defines a Many-To-Many Relationship
    • Overview of an Intersection Table
    • How Siebel CRM Creates an Intersection Between Tables
    • How Siebel CRM Creates a Many-To-Many Relationship
    • Intersection Data in an Intersection Table
    • How Siebel CRM Uses an Implicit Join With an Intersection Table
  • About Columns and Indexes in a Siebel Table
    • Data Columns of a Siebel Table
    • Extension Columns of a Siebel Table
    • System Columns of a Siebel Table
    • Indexes of a Siebel Table
    • Index Columns of an Index
  • How a User Key Creates a Unique Set of Values
  • How the S_Party Table Controls Access
    • Guidelines for Using the S_PARTY_PER and S_PARTY_REL Tables
• Options to Configure the Data Objects Layer
  • Options to Configure Predefined Objects and Perform Advanced Configuration
    • Options to Configure a Predefined Database Object
    • Options to Perform Advanced Configuration of Database Objects
  • Options to Use a Predefined One-to-One Extension Table
    • Determining Availability of a Predefined Extension Column
  • Options to Use a Predefined One-to-Many Extension Table
• Guidelines for Configuring the Data Objects Layer
  • Overview of Guidelines for Configuring the Data Objects Layer
  • Guidelines for Creating a New Table
  • Guidelines for Adding an Extension Column to a Base Table
  • Guidelines for Creating a Custom Index
  • Guidelines for Creating a Function-Based Index
  • Guidelines for Creating a LONG Column
  • Guidelines for Modifying a Predefined One-to-One Extension Table
  • Guidelines for Creating a Custom One-to-One Extension Table
  • Guidelines for Configuring a Base Table or Configuring a One-To-Many Extension Table
  • Guidelines for Configuring a Foreign Key That Affects Enterprise Integration Manager
  • Guidelines for Creating a Custom Docking Rule
• Limitations on Use of Direct SQL Against Siebel Databases
  • Definitions
  • Allowed and Forbidden SQL Usage
  • Exception Process

4 About Business Components, Fields, Joins, and Links

• About Business Components, Fields, Joins, and Links
• About Business Components
  • Overview of Business Components
    • How Business Component Fields Reference Base Table Columns
    • A Business Component Can Reference Data from a Joined Table
    • You Can Reuse a Business Component
• How a Business Component Gets Data from an External Database
  • Business Components That Hold Temporary Data for a Task UI
  • Creating a New Transient Business Component using the Web Tools Wizard
  • Class Property of a Business Component
    • Caution About Using Specialized Classes
  • How a Business Component Sorts Records
    • How Siebel CRM Sorts a Multi-Value Field
    • How Siebel CRM Sorts a Check Box Field
    • How the Visibility Mode Affects a Sort Specification
  • Guidelines for Creating a Business Component
    • Guidelines for Naming a Business Component
    • Guidelines for Creating a Business Component That References a Specialized Class
    • Guidelines for Configuring How a Business Component Sorts Records
    • Guidelines for Modifying a Predefined Business Component That Siebel CRM Does Not Use
• About Business Component Fields
  • Overview of Business Component Fields
    • How a Business Component Field Provides Data to the Control or List Column of an Applet
  • How a Business Component Field Identifies the Type of Data
  • How a Business Component Field Calculates a Value
  • How a Business Component Field Sequences Records
    • How Siebel CRM Creates a Sequence Field
• How Siebel CRM Defines Read-Only Behavior for a Business Component Field
  • How the BC Read Only Field User Property Works
  • How the Field Read Only Field User Property Works
  • How the Parent Read Only Field User Property Works
  • How the Parent Read Only Field: Business Component Name User Property Works
  • Guidelines for Using a Business Component User Property With the Admin Mode Property
  • System Fields of a Business Component
    • Relationship Between a System Field and a System Column
  • Guidelines for Defining the Name of a Business Component Field
• About Joins
  • How Siebel CRM Creates a Join
    • How Siebel CRM Uses a Joined Field
    • How Siebel CRM Uses the Join Specification
    • How Siebel CRM Filters Duplicate Records From a Join In an Applet
  • Guidelines for Creating a Join
    • Guidelines for Creating Joins With a Party Table
• About Multi-Value Links
  • How Siebel CRM Creates a Direct Multi-Value Link
    • About the Destination Field
    • About the Primary ID Field
    • About the Multi-Value Field
  • How Siebel CRM Creates an Indirect Multi-Value Link
    • Example of How Siebel CRM Creates an Indirect Multi-Value Link
    • Usage of a Predefined Indirect Multi-Value Link
• About Links
  • How a Business Object Uses a Link
  • Visibility Rule Property of a Link
• Creating a New Business Component using the Web Tools Wizard

5 About Business Objects

• About Business Objects
• Business Objects and Business Components, Views, and Screens
  • Relationship Between a View or Screen and a Business Object
  • Example Parent and Child Relationships In a View That References a Business Object
• How Siebel CRM Creates a Business Object
• Guidelines for Creating a Business Object
  • Guidelines for Defining the Link Property of a Business Object Component
  • Siebel CRM Can Link an Applet Only to One Other Applet in a View

6 About Applets, Controls and List Columns

• About Applets, Controls and List Columns
• About the Form Applet and List Applet
  • How Siebel CRM Creates a Form Applet
  • How Siebel CRM Creates a List Applet
• About Applet Controls and List Columns
  • Types of Applet Controls and List Columns
    • MiniButton Control and MiniButton List Column
    • Text Control and Text List Column
• Options to Create an Applet
  • Options to Control How the User Creates, Edits, Queries, and Deletes CRM Data
    • Qualities of the Applet Mode
  • Options to Filter Data That Siebel CRM Displays in an Applet
    • Parts of a Search Specification
    • How Siebel CRM Handles a Hierarchy of Search Specifications
    • How Siebel CRM Handles a Search Specification if Multiple Applets Are Involved
    • How the Applet Visibility Type Property Affects a Search Specification
    • Defining the Search Specification Property or the Sort Specification Property
  • Options to Determine How Siebel CRM Displays Controls and List Columns in a Siebel Application
    • How the Expression Property Determines If Siebel CRM Displays a Control or List Column
    • How Siebel Tools Modifies the Expression Property of the Applet Web Template Item
    • How an Application Mapping Affects Wizards
• Guidelines for Creating an Applet
  • Guidelines for Naming an Applet
  • Guidelines for Creating an Applet Title
• Guidelines for Creating a Control or List Column
  • Guidelines for Creating a Check Box
  • Guidelines for Creating a Text Control or List Column

7 About Views, Screens, and Applications

• About Views, Screens, and Applications
• About the Siebel Client Navigation Model
• About Views
  • About List-Form Views
  • About Master-Detail Views
    • How Siebel CRM Creates a Master-Detail View
• About Screens
  • About Screen Views
    • How Siebel CRM Groups Aggregate Categories
    • How Siebel CRM Uses Screen Views in Each Navigation Level
    • Example of a Screen View Hierarchy
  • Guidelines for Creating a View
    • Guidelines for Naming a View
• Options to Create a View or Screen
  • Options to Drill Down to Another View
    • How Siebel CRM Creates a Static Drilldown
    • Objects Siebel CRM Uses to Create a Dynamic Drilldown
  • Options to Toggle Between Applets in a View
• About Applications
  • Guidelines for Creating an Application

8 About Siebel Web Templates and Siebel Tags

• About Siebel Web Templates and Siebel Tags
• About Siebel Web Templates
  • Overview of Siebel Web Templates
    • Types of Siebel Web Templates
    • Development Environment You Use to Create HTML Output
    • Siebel Web Template Reuse
    • Flexibility of Use
    • Support for Multiple Browser Types
  • How Siebel CRM References Web Pages
    • About the Container Page
    • Container Page Elements
  • How Siebel CRM Uses HTML Frames in the Container Page
    • OD Tag That Defines the Set of Frames in a Document
    • OD Tag That Marks the Beginning and End of Content in a Frame
    • Nested Framesets
    • Example Frameset Code From a Container Page
• About View Web Templates
  • Example Code of a View Web Template
  • Applet ID Tags
  • HTML Frames in a View Web Template
• About Applet Web Templates
  • Overview of Applet Web Templates
    • Properties of the Applet Web Template
    • Properties of the Applet Web Template Item
  • About Grid Form Applet Templates
    • About the Body, Header, and Footer
  • About Nongrid Form Applet Templates
    • Example Code of a Nongrid Form Applet Template
    • Tags Included in a Nongrid Form Applet Template
  • About List Applet Templates
    • Example Code of a List Applet Template
    • Tags That a List Applet Template Includes
  • About Tree Applet Templates
    • How Siebel CRM Builds and Displays a Tree Applet
    • Example Code of a Tree Applet Template
    • Example Code of a Tree Applet Template That Displays the Tree in a Single Column
    • Tags That Siebel CRM Includes in a Tree Applet Template
  • About Catalog List Applets and Rich List Templates
    • Example of an Applet That Interweaves Records
    • Tags That Define the Layout for Nonroot Applets
    • Example of a Parent-Child Applet Relationship
• About Siebel Tags
  • Overview of How Siebel CRM Uses Siebel Tags
    • Siebel Tag Usage in an HTML Tag
  • About Singleton and Multipart Tags, and the This Tag
    • About Singleton Tags and Multipart Tags
    • About the This Tag
  • About Iterator Tags
    • Determining the Current Value of the Iterator
  • About Search and Find Tags
    • Search and Find Applet Tags
    • Search Result Applet Tags
    • Summary of Search, Find, and Search Result Tags
  • About Siebel Conditional Tags
    • If Conditional Tag
    • Switch, Case, and Default Conditional Tags
    • Variable Conditional Tag
• Guidelines for Configuring Siebel Web Templates and Siebel Tags
  • Guidelines for Using Modes with Web Templates
  • Guidelines for Using HTML Frames in a View Web Template
  • Guidelines for Creating HTML Frames in a Container Page
  • Guidelines for Using Cascading Style Sheets
  • Guidelines for Modifying a Predefined Query

9 Configuring a Siebel Application

• Configuring a Siebel Application
• About Configuring a Siebel Application
  • Usage and Configuration of Nonlicensed Objects
• Roadmap for Configuring a Siebel Application
• Developing an Implementation Plan
  • Developing a Configuration Strategy
  • Developing a Plan to Control File Versions for the Physical User Interface Layer
• Using Development Tools and Setting Up the Development Environment
  • Overview of the Development Process
  • Guidelines for Developing a Siebel Application
    • Guidelines for Naming an Object
    • Guidelines for Setting the Upgrade Ancestor Property
    • Guidelines for Modifying Configuration Files
  • Setting Up the Configuration File for Siebel Tools
  • Displaying Object Types You Use to Configure Siebel CRM
  • Creating Scripts to Configure Siebel CRM
    • Scripts That You Write for the Server
    • Browser Script Architecture
    • Creating Browser Scripts
    • Scripts That You Write for the Browser

10 Reusing Predefined Objects

• Reusing Predefined Objects
• Reasons to Reuse or Not Reuse a Predefined Object
  • Reasons to Avoid Extensive Customization of Siebel CRM
  • Why Reusing Objects Is Important
• Guidelines for Reusing a Predefined Object
  • Reasons to Reuse a Predefined Object
  • Guidelines for Reusing a Predefined Table
    • Guidelines for Overloading a Table
    • Guidelines for Using an Extension Table as the Base Table of a Business Component
    • Guidelines for Creating a New One-To-One Extension Table
    • Guidelines for Creating a New XM Table
    • Guidelines for Using a Table That Is Not an Intersection Table to Create an Intersection
    • Guidelines for Using a Table That Is Not Licensed
    • Guidelines for Using the S_PARTY Table to Support a Custom Party Type
  • Guidelines for Reusing a Predefined Business Component
    • Guidelines for Copying a Predefined Business Component
  • Guidelines for Reusing a Predefined Business Object
  • Guidelines for Reusing an Applet
  • Guidelines for Reusing a Predefined View
  • Guidelines for Reusing a Predefined User Interface Object
  • Reasons Not to Reuse a Predefined Object
    • Copying a Predefined Object Can Cause an Upgrade Problem
    • Copying a Predefined Object Can Cause Redundancy
    • Copying a Predefined Object Can Increase Complexity
    • Results of Reusing An Object Inappropriately
• Process of Determining Whether You Can Reuse a Predefined Object
  • Determining Functional Fit for Reusing a Predefined Object
  • Determining Technical Fit for Reusing a Predefined Object
  • Determining Whether You Can Reuse a Predefined Table Column
    • Guidelines for Considering a Foreign Key Relationship
  • Determining Whether You Can Reuse a Predefined Business Component Field
    • Examples of Reusing a Business Component Field or Table Column
    • Sharing a Primary for a Multi-Value Link
  • Determining Whether You Can Reuse a Predefined Business Component

11 Using the Entity Relationship Designer

• Using the Entity Relationship Designer
• About the Entity Relationship Designer
  • Example of How the Entity Relationship Designer Filters Business Components
  • Example of How the Entity Relationship Designer Filters Links and Joins
• Process of Creating and Binding an Entity Relationship Diagram
  • Creating an Entity Relationship Diagram
  • Binding an Entity to a Business Component
  • Associating an Entity Attribute with a Business Component Field
  • Binding a Relationship to a Link or Join
• Opening or Modifying an Entity Relationship Diagram
  • Opening an Entity Relationship Diagram
  • Viewing the Entities and Relations Lists of an ERD
  • Modifying the Properties of a Relationship
    • Using the Properties Window to Modify the Properties of a Relationship
    • Using the Entity Relations List to Modify the Properties of a Relationship
  • Copying the Drawing of an Entity Relationship Diagram
• Modifying Shapes and Lines in the Entity Relationship Designer
  • Modifying Shapes in the Entity Relationship Designer
  • Modifying Relationships in the Entity Relationship Designer
  • Moving Shapes in the Entity Relationship Designer
  • Resizing Shapes in the Entity Relationship Designer
  • Zooming, Displaying, and Snapping the Grid

12 Configuring Tables

• Configuring Tables
• Using the New Table Wizard to Create a New Table
  • Work That the New Table Wizard Performs
• Creating a Custom Index
• Adding an Extension Column to a Base Table
• Configuring Objects to Use a One-To-Many Extension Table
• Configuring an Extension Table
  • Creating a LONG Column on an Extension Table
  • Manually Creating a One-to-One Extension Table
  • Modifying a Custom Extension Table or Column
  • Deleting a Custom Extension Table or Column
• Applying a Data Layer Customization to the Server Database
  • Downloading a Data Layer Customization to Remote Users

13 Configuring Business Components, Links, and Business Objects

• Configuring Business Components, Links, and Business Objects
• Configuring a Business Component
  • Creating a New Business Component
  • Determining How a Business Component Sorts Records
  • Determining How a Business Component Sequences Records
  • Defining Read-Only Behavior for a Business Component
  • Creating a Recursive Join on a Business Component
  • Configuring a Business Component to Copy Child Records If the User Copies the Parent Record
  • Allowing the User to Set a Primary Team Member
• Configuring a Business Component Field
  • Creating a New Business Component Field
  • Activating a Multi-Value Field
  • Validating Data That the User Enters in a Business Component Field
    • How Siebel CRM Validates Start and End Dates
  • Creating a Business Component Field That Displays More Than One Currency
    • Requirements for the Field That Contains the Converted Currency Amount
  • Configuring Client-Side Import to Update a Business Component Field
  • Creating a Joined Business Component Field
  • Creating a Predefault Value for a Joined Business Component Field
• Configuring a Link
  • Configuring a Link That Deletes Child Records If the User Deletes the Parent Record
    • Guidelines for Using Cascade Delete
  • Configuring a Link That Creates a One-to-Many Relationship
  • Configuring Two Links That Create a Many-to-Many Relationship
  • Creating an Association Between One Parent and Multiple Child Records
    • How Siebel CRM Uses Denormalized Columns
• Creating a Business Object
• Configuring a Searchable Virtual Business Component
  • Creating a New Class Object
  • Creating a New Business Component
  • Creating a New Business Component User Property
  • Creating a New Applet
  • Creating a Workflow

14 Configuring Views, Screens, and Applications

• Configuring Views, Screens, and Applications
• Process of Creating a View
  • Creating a View
  • Editing the Layout of a View
  • Registering and Associating a View with a Responsibility
• Configuring a View
  • Using the Views List to Create a View
  • Configuring the Thread Bar
  • Defining the Drilldown Sequence to Configure Search for an Account
    • Configuring Search When No Drilldown Object Is Defined
  • Creating an Applet Toggle
  • Defining Whether a View Is Cachable
  • Creating a Secure View
  • Creating a View That Requires an Explicit User Login
  • Restricting Access to Records in a View
  • Troubleshooting a View That Siebel CRM Does Not Display in the Siebel Client
• Process of Creating a Screen
  • Creating a Screen
  • Creating a Page Tab
  • Creating a Screen Menu Item
  • Creating a Screen View
  • Defining the Sequence That Siebel CRM Uses to Display Screen Views
• Process of Creating a Screen Home Page View
  • Defining Business Components for the Screen Home Page View
  • Creating Links to Frequently Accessed Data
    • Requirements for a View Link
  • Determining How Siebel CRM Displays Recent Records
  • Defining the Business Object for the Screen Home Page View
    • Associating iHelp Items to Business Objects
  • Creating Simplified Screen Home Page Applets
  • Creating a Screen Home Page View
  • Adding the Screen View to the Screen
• Creating and Deploying an Application
  • Creating a New Application
  • Configuring Keyboard Shortcuts for an Application or Applet
    • About Keyboard Shortcuts
    • Guidelines for Creating Keyboard Shortcuts
    • Creating a Keyboard Shortcut
    • Modifying or Hiding the Key Sequence

15 Configuring Applet Layouts

• Configuring Applet Layouts
• Process of Using the Applet Web Template Editor
  • Setting the Language Mode of the Applet Web Template Editor
  • Defining the Applet Mode
  • Adding a Control or List Column to an Applet Layout
    • How Siebel Tools Treats Labels and Controls in a Grid Layout
    • Deleting a Control or List Column
  • Previewing the Applet Layout
• Options for Configuring an Applet Layout
  • Configuring the Display Name for a Control Caption or List Column
  • Displaying a Parent Applet Field in the Title of a Detail Applet
  • Displaying a Subset of Fields or CRM Records
  • Displaying a Field Only If the User Chooses Show More
  • Setting the Input Method Editor Mode on a Control or List Column
  • Setting the Tab Order for Fields in an Applet
  • Format Toolbar for Web Tools
• Using Grid Layout for an Applet
  • Applet Web Templates That Support Grid Layout
  • Accessing Grid Layout Web Templates
  • Using the Conversion Wizard to Convert a Form Applet to Grid Layout
    • How the Siebel Application Context Affects Controls That the Applet Web Template Conversion Wizard Converts
  • Modifying the Web Template to Convert a Form Applet to Grid Layout
  • Identifying an Applet or Applet Web Template That You Cannot Convert to a Grid Layout
  • Modifying the Background Color of an Applet
  • Troubleshooting a Grid Layout Conversion Problem
  • Guidelines for Working with Grid Layout
  • Guidelines for Arranging Controls in Grid Layout

16 Configuring Applets

• Configuring Applets
• Creating an Applet
  • Creating a List Applet
    • Configuring How Siebel Tools Enters Data Into the Selected Controls Window
  • Creating a Form Applet
  • Creating a List Applet in Web Tools Using a Wizard
  • Creating a Form Applet in Web Tools Using a Wizard
• Configuring Pop-Up Applets and Windows
  • Guidelines for Creating a Pop-Up Applet or Window
  • Creating a Pop-Up Control in an Applet
  • Creating a Pop-Up Applet That Siebel CRM Opens from an Applet
    • Calling a Method for an OK Control
  • Creating a Pop-Up Applet That Siebel CRM Opens from a Menu Item
  • Creating a New Command Object using the Web Tools Wizard
  • Creating a Pop-Up Wizard
    • Adding Navigation Controls to a Pop-Up Wizard
• Configuring Applet Buttons, Controls, and List Columns
  • Configuring a Spell Check Button on an Applet
  • Calling a Method from a Button in an Applet
  • Identifying the Controls and List Columns That Siebel CRM Displays in the Siebel Client
  • Modifying the Text Style of a Control or List Column in an Applet
    • Guidelines for Modifying the Text Style of a Control or List Column in an Applet
  • Displaying Totals for a List Column in an Applet
    • Displaying the Sum of Values That Siebel CRM Displays in a List Column
    • Displaying a Total That Siebel CRM Derives from an Expression in a Business Component Field
    • Displaying Totals in a Separate Applet
  • Defining the Properties of a Control or List Column If HTML Type Is Text
    • How the Runtime Property Determines the Icon That Siebel CRM Displays with a Text Box
    • Defining the Display Format Property for Data That Is Not Text
  • Using a Control to Allow the User to Click a Link to Activate a Record
  • Displaying the Save Button
    • Displaying the Save Button in the Siebel Web Client
    • Displaying the Save Button in the Siebel Mobile Web Client
• Configuring How Siebel CRM Displays Data in an Applet
  • Controlling How the User Creates, Edits, Queries, and Deletes CRM Data
    • Adding a Web Template to an Applet
  • Controlling Query Behavior If the User Presses CTRL+ENTER
  • Filtering Data That Siebel CRM Displays in an Applet
  • Displaying HTML Content in an Applet
    • Properties of a Control That Displays HTML Content
    • Using the Host Administration View
    • Using the Fixup Administration View
    • Displaying Fields as HTML Content
  • Displaying a System Field in an Applet
  • Avoiding Losing Context During a Drilldown
  • Configuring Quick Fill for a Custom Applet
• Process of Configuring Drilldown from the Calendar Applet
  • Preparing Siebel Tools to Configure Drilldowns
  • Defining Fields in the Business Component
  • Defining the Applet User Properties
  • Creating the Drilldown Objects and Controls
  • Configuring a Different Icon for the Dynamic Drilldown
  • Configuring a Different Destination for the Dynamic Drilldown

17 Configuring Special-Purpose Applets

• Configuring Special-Purpose Applets
• Configuring a Chart Applet
  • About Chart Applets
    • Example of a Chart That Includes Three Axes
    • Axis Terminology
  • Types of Charts
    • Bar Charts
    • Line Charts
    • Pie Charts
    • Scatter Charts
  • How Siebel CRM Creates a Chart Applet
    • Properties of the Chart Object
  • Using the Chart Applet Wizard to Create a Chart
  • Configuring Lists in Chart Applets
    • Required Properties of the Lists
    • Configuring the Show List of a Chart Applet
    • Configuring the By List of a Chart Applet
    • Configuring the Second By List of a Chart Applet
  • Configuring a Chart That Includes Multiple Lines Against One Y-Axis
  • Configuring a Chart That Includes Two Y Axes
  • Limiting and Sorting Axis Points
    • Sorting the Y-Axis
    • Sorting on the X-Axis or Z-Axis
  • Defining the Physical Appearance of a Chart
    • Using Properties of the Chart Element That Apply To the X-Axis Label
    • Defining the Text of the X-Axis or Z-Axis Title
  • Making an X-Axis Label Vertical
  • Defining the Size of a Chart Control
• Configuring a Tree Applet
  • Overview of Configuring a Tree Applet
    • Example of a Tree Applet
    • Relationships Between Business Components, Business Objects, and Tree Applets
    • Objects of a Tree Applet
  • Using the Tree Applet Wizard to Create a Tree Applet
  • Configuring a Tree Node
    • Defining the Position Property of a Tree Node
  • Using the Applet Web Template Editor to Add a Tree Control
  • Configuring a Recursive Tree Applet
  • Configuring the Graphic Elements of a Tree Applet
    • Parameters You Can Modify That Determine How Siebel CRM Displays Graphic Elements in a Tree Apple
    • Using the Configuration File to Specify Parameters
    • Configuring How Siebel CRM Displays Text From Field Values
• Configuring a Hierarchical List Applet
  • Running a Query on a Hierarchical List Applet
  • Viewing an Example of a Hierarchical List Applet
  • Configuring Indentation and Order of a Hierarchical List Applet
  • Limiting the Number of Records That Siebel CRM Returns in a Hierarchical List Applet
  • Configuring a Hierarchical List Applet to Use External Data
    • Creating the Virtual Business Component
    • Creating the Business Service for the Hierarchical List Applet
    • Implementing the Customization
• Configuring a File Attachment Applet
  • Prefix for the Field Name
  • Configuring an Attachment Business Component
    • Fields in an Attachment Business Component
  • Configuring an Attachment Table
• Configuring an Organization Analysis Applet

18 Configuring Lists and Pick Applets

• Configuring Lists and Pick Applets
• About Lists and Pick Applets
  • About Static Lists
    • Viewing an Example of a Static List
    • How Siebel CRM Creates a Static List
    • About the Picklist Generic Business Component
    • Comparison of a Static List to a Dynamic List
  • About Pick Applets
    • Example of a Pick Applet
    • How Siebel CRM Creates a Pick Applet
    • Pick Applet Usage in Query Mode
  • About Dynamic Lists
    • Example of How Data Flows in a Pick Applet
    • How Siebel CRM Creates a Dynamic List
    • Originating Applet of a Dynamic List
    • Originating Business Component of a Dynamic List
    • How Siebel CRM Constrains a Dynamic List
  • About Hierarchical Lists
    • How Siebel CRM Creates a Hierarchy
    • Creating a Hierarchical List of Values
• List and Pick Applet Configuration
  • Using the Pick List Wizard to Create a Static List
    • Creating a New List of Values Locally
  • Creating a Static List Manually
    • Creating a Sort Specification for a Static List
    • Using Calculated Fields with Bounded Lists
  • Using the Pick List Wizard in Web Tools
  • Using the Pick Applet Wizard to Create a Pick Applet
  • Using the Pick List Wizard to Create a Dynamic List
  • Constraining a Dynamic List
  • Creating a Hierarchical List
• Creating a List of Values
  • Creating a New List of Values
• Associating an Organization with a List of Values
  • Guidelines for Associating an Organization with a List of Values
  • Guidelines for Using Script to Associate a List of Values with an Organization
  • Creating a Value to Display for More Than One Organization
  • Using the Organization Specifier Property to Display Custom Lists of Values

19 Configuring Multi-Value Group, Association, and Shuttle Applets

• Configuring Multi-Value Group, Association, and Shuttle Applets
• Creating Multi-Value Groups and Multi-Value Group Applets
  • About the Multi-Value Group Applet
    • Viewing an Example of a Multi-Value Group Applet
    • Relationships and Objects of a Multi-Value Group Applet
    • Properties of a Multi-Value Group Applet
  • How Siebel CRM Creates a Multi-Value Group
    • Example of Objects Siebel CRM Uses to Create a Multi-Value Group Applet
    • Originating Applet of a Multi-Value Group
    • Parent Business Component of a Multi-Value Group
    • Child Business Component of a Multi-Value Group
    • Guidelines for Creating Multi-value Group Applets and Pick Applets
  • Creating a Multi-Value Group
  • Creating a Multi-Value Group Applet
    • Including a New Button in a Multi-Value Group Applet
    • Using the Multi Value Group Wizard in Web Tools
• About Association Applets
  • Overview of Association Applets
  • How Siebel CRM Creates an Association Applet
    • Specialized Controls That Siebel CRM Can Display in an Association Applet
  • How Siebel CRM Calls an Association Applet from a Master-Detail View
    • Viewing an Example of an Association Applet That Siebel CRM Calls from a Master-Detail View
    • How Siebel CRM Creates an Association Applet It Calls from a Multi-Value Group Applet
  • Constraining an Association Applet
• About Shuttle Applets
  • How the Shuttle Applet Uses Web Templates
  • Viewing an Example of a Shuttle Applet
• Creating a Shuttle Applet
  • Creating an Association Applet
  • Creating the Multi-Value Group Applet
  • Creating the View

20 Configuring Menus, Toolbars, and Icons

• Configuring Menus, Toolbars, and Icons
• About Menus and Toolbars
  • Applet Menu
  • How Siebel CRM Handles a Menu or Toolbar Action
  • Objects That Siebel CRM Uses in a Menu or Toolbar
    • Command Object Type
    • Toolbar Object Type
    • Menu and Menu Item Object Types
    • Toolbar Item Object Type
    • Applet Method Menu Item Object Type
    • Class Method Menu Item Object Type
  • About the Method, Business Service, and Target Properties of the Command Object
    • How Siebel CRM Redirects a Method
    • Options for the Business Service Property
    • Options for the Target Property
    • Summary of the Target and Business Service Properties
• Configuring Menus and Toolbars
  • Creating a Command Object
  • Creating a New Toolbar
  • Adding a New Toolbar Icon to a Predefined Toolbar
  • Activating Menu Items and Toolbars
  • Creating an Applet Menu
  • Activating or Suppressing an Applet Menu Item
    • Adding an Applet Menu Item
  • Using JavaScript to Configure a Toolbar
• Configuring Icons
  • Overview of Configuring Icons That Siebel CRM Displays in Siebel Clients
    • How Siebel CRM Handles Image Files
    • Displaying Object Types You Use to Configure Icons
  • Configuring a Bitmap Category and a Bitmap
  • Displaying an Icon on a Button
  • Displaying an Icon as a Link
    • Using Custom HTML Types with a Link
  • Using Icons to Represent Values in a Field
    • Using a Default Icon in an Icon Map
  • Configuring Icons in a Tree Applet
    • How Applet Objects Reference an HTML Hierarchy Bitmap
    • Properties of an HTML Hierarchy Bitmap

21 Configuring Siebel Web Templates

• Configuring Siebel Web Templates
• Configuring Siebel Web Templates and Web Pages
  • Editing the Layout of a Web Page
    • Multiple Image Display in the Web Layout Editor
  • Adding Graphics to a Web Template
  • Displaying Multiple Views on a Page
    • Using the LoadContentContainer Method to Load Multiple Views
    • Example Code of the CCMainView Web Template
  • Configuring How Siebel CRM Displays an Error That Occurs on the Siebel Server
    • Format of the OD Error Tag
    • Example of Using the Error Tag
• Configuring Web Templates to Display Menus, Toolbars, and Thread Bars
  • Using Web Templates to Display Menus and Buttons
    • Example Code to Display an Application Menu
    • How the Menu Tag Displays a Menu
    • Example Code to Display Applet Buttons
  • Using Web Templates to Configure Toolbars
    • Tags That You Use with a Toolbar
    • Using Templates to Configure HTML and JavaScript Toolbars
    • Configuring a Java Toolbar
  • Using Web Templates to Configure the Thread Bar
    • How Siebel CRM Uses Bookmarks with the Thread Bar
    • Configuring the Thread Bar
    • Example Code to Configure the Thread Bar
• Configuring an HTML Control Type
  • Comparison of Using Cascading Style Sheets and Siebel Web Templates to Configure an HTML Control Type
  • Creating a New HTML Type
  • How the Siebel Web Engine Uses a Custom HTML Type
    • Format Requirements of Siebel Web Format (SWF) Content
  • Configuring an HTML Type
    • Configuring an HTML Type for a Control
    • Configuring an HTML Type for an Applet Mode
    • Configuring an HTML Type when Siebel CRM Cannot Call a Method
    • Configuring an HTML Type to Indicate a Required Field
    • Using the Data Property of the OD This Tag

22 Improving the Performance of Siebel CRM

• Improving the Performance of Siebel CRM
• Using the Case Insensitivity Wizard to Improve Query Performance
  • How a CIAI Index Can Improve a Query
    • How Siebel CRM Implements a CIAI Column and Index in a Database
    • Effect of CIAI Columns on Sorts
  • Overview of the Case Insensitivity Wizard
    • How the Case Insensitivity Wizard Verifies Eligibility
    • How the Case Insensitivity Wizard Applies a Naming Format
    • How the Case Insensitivity Wizard Limits the Length of An Object Name
    • How the Case Insensitivity Wizard Reports an Error
  • Variables You Can Use with the Case Insensitivity Wizard
    • Method Variable of the Case Insensitivity Wizard
    • Index Strategy Variable of the Case Insensitivity Wizard
    • How the Case Insensitivity Wizard Uses Default Values
  • Using the Case Insensitivity Wizard on a Table
    • Input File You Can Use with the Case Insensitivity Wizard
  • Using the Case Insensitivity Wizard on a Table Column
  • Using the Case Insensitivity Wizard on Columns That Do Not Contain an Index
  • Using the Case Insensitivity Wizard to Do Various CIAI Configuration Tasks
  • Using the Case Insensitivity Wizard to Deactivate CIAI Configuration
  • Choosing the Correct Repository when Running the Case Insensitivity Wizard
  • Limiting the Length of Schema Object Names Manually
  • Other Configurations to Set Case Sensitivity
    • Using CIAI with Siebel Remote
    • Using the ForceCase Property of a Field to Force Case Sensitivity
• Improving the Performance of a Siebel Application
  • Preventing a Secondary Query on a Foreign Key
    • Configuring the Check No Match Property of a Multi-Value Link
  • Defining the Primary ID Field of a Multi-Value Link
    • Configuring the Use Primary Join Property of a Multi-Value Link
    • Configuring the Auto Primary Property of a Multi-Value Link
  • Modifying Custom Search Specifications
  • Using Declarative Configuration to Enable a Button
  • Improving Performance When Using Applet Toggles
  • Deactivating Unused Screens
  • Considering Factors That Affect Chart Performance
  • Considering Factors That Affect MLOV Performance

23 Mapping a Custom Table to an Interface Table for Siebel EIM

• Mapping a Custom Table to an Interface Table for Siebel EIM
• Overview of Using Siebel EIM for Bulk Import and Export of Data
  • About Interface Tables
  • Object Types That Enterprise Integration Manager Uses
    • EIM Interface Table Object Type
    • EIM Interface Table Column Object Type
    • EIM Table Mapping Object Type
    • Interface Table User Key Usage Object Type
    • Attribute Mapping Object Type
    • Foreign Key Mapping Object Type
    • Foreign Key Mapping Column Object Type
    • User Key Object Type
    • User Key Column Object Type
    • User Key Attribute Object Type
    • User Key Attribute Join Object Type
• Mapping a Custom Table to an Interface Table
  • Mapping a Custom Table to an Interface Table Using the EIM Table Mapping Wizard
  • Relations That the EIM Table Mapping Wizard Creates
  • Guidelines for Using the EIM Table Mapping Wizard
    • Restrictions on Adding or Modifying EIM Mappings
  • Starting the EIM Table Mapping Wizard for a Table That Does Not Use the Foreign Key
  • Deactivating Instead of Deleting an EIM Attribute Mapping
  • Modifying Data from NULL to No Match Row Id
• Mapping a Table to an EIM Interface Table in Siebel Web Tools

24 Configuring Dock Objects for Siebel Remote

• Configuring Dock Objects for Siebel Remote
• About Dock Objects
  • Types of Dock Object
  • Dock Object Table
  • Dock Object Visibility Rule
    • Types of Dock Object Visibility Rules
    • Example of a Dock Object Visibility Rule
• Configuring Dock Objects
  • Reusing a Predefined Dock Object
  • Creating a New Dock Object
    • Guidelines for Using the Docking Wizard
    • How the Docking Wizard Behaves Depending on Where You Start It
    • How the Docking Wizard Creates Visibility Rules
    • Locking Related Projects
  • Adding a Dock Object Table to an Existing Dock Object
  • Verifying That Siebel Tools Created Dock Objects
  • Rebuilding the Databases After You Run the Docking Wizard
  • Cleansing Dock Objects
  • Creating a Table for a Dock Object

25 Localizing Siebel CRM

• Localizing Siebel CRM
• Overview of Localizing a Siebel Application
  • About Localization in the Development Environment
    • Locale Object Types
    • Siebel Tools Language Mode
    • Checking Out and Checking in Locale Data
    • Locale Management Utility
    • Compiling and Deploying
  • Deleting a Control or List Column While in Language Override Mode
  • Localizing an Application Menu
  • Localizing Help
    • Predefined Localized Help
• Localizing a Multilingual List of Values
  • Overview of Language-Independent Code
  • Configuring a Multilingual List of Values
    • Example of Determining Whether the List Is Bounded
    • Example of Translating Names That Siebel CRM Displays in a List of Values
    • Columns That You Cannot Use with an MLOV
  • Defining Properties of an MLOV
    • Modifying the Translate Property
  • Adding Records for All Supported Languages
  • Searching a Multilingual List of Values
    • Example of Searching a Multilingual List of Values
  • Searching Fields That an MLOV Controls
  • Deactivating an MLOV Record Instead of Deleting It
  • Guidelines for Localizing a Multilingual List of Values
    • Guidelines for Configuring a Multilingual List of Values
    • Guidelines for Using Code in an MLOV Configuration
    • Guidelines for Using Enterprise Integration Manager with an MLOV
    • Language-Independent Code Must Be Unique
• Converting Your Current Data for an MLOV
  • Guidelines for Converting Your Current Data for an MLOV
  • Parameters You Use to Run the MLOV Converter Utility
  • Resuming the MLOV Converter Utility If an Error Occurs
  • Using the MLOV Converter Utility to Convert Multiple Languages
  • Troubleshooting Problems with an MLOV Conversion
    • Fixing an Inconsistently Bounded List of Values or an Improperly Set Translation Table Property
    • Fixing a LOV Domain That Is Not in the S_LST_OF_VAL Table
• Configuring Certain Siebel Modules to Use MLOV Fields
  • Configuring Siebel Workflow to Use MLOV Fields
    • Preparing Policy Conditions and Action Arguments for an MLOV
    • Creating an Applet That Uses Language-Independent Code
    • Creating a List That Uses Language-Independent Code
    • Configuring the Workflow Policy and Workflow Policy Program Argument
  • Configuring Siebel Assignment Manager to Use MLOV Fields
    • Preparing Criteria Values and Criteria Skills for an MLOV
  • Configuring Siebel Anywhere to Use MLOV Fields

26 Configuring Data Visualization

• Configuring Data Visualization
• About Data Visualization
• About Data Visualization Components
  • Infolet Components
  • Timeline Components
  • Hierarchy Components
• About Sample Industry Dashboards
  • Siebel Financial Services Dashboard
  • Siebel High Tech and Industrial Manufacturing Dashboard
  • Siebel Telecommunications Dashboard
• Configuring Data Visualization Components
  • Configuring an Infolet to Display a Value for a Field
  • Configuring an Infolet to Display an Aggregate Field Value
  • Configuring a Form Infolet to Display Values for Multiple Fields
  • Configuring a List Infolet to Display a List of Records
  • Additional Configuration Tasks for All Infolets
  • Configuring Timeline Components
  • Configuring Hierarchy Components
• Creating a New Data Visualization Dashboard

27 Configuring the Customer Dashboard

• Configuring the Customer Dashboard
• Overview of the Customer Dashboard
  • Object Types That the Customer Dashboard Uses
• Enabling the Customer Dashboard
• Process of Configuring the Customer Dashboard
  • Adding a Business Component to the Customer Dashboard
    • About the Business Component List
  • Mapping a Business Component Field to a Customer Dashboard Field
    • Configuring a Customer Dashboard Field to Display Data According to Context
• Modifying the Appearance and Layout of the Customer Dashboard
  • Creating a Label for a Customer Dashboard Field
  • Formatting a Customer Dashboard Phone Number Field
  • Modifying the Go To List in the Customer Dashboard
    • Referencing a Foreign Key Field from the Go To List
    • Configuring the Label for the View in the Go To List
  • Modifying the Background Color and Border of the Customer Dashboard
  • Adding a Custom Control to the Customer Dashboard
  • Modifying a Custom Control in the Customer Dashboard
  • Options to Update the Customer Dashboard
    • Overview of Updating the Customer Dashboard
  • Configuring a Button to Update the Customer Dashboard
    • Updating the Customer Dashboard With Data from a Virtual Business Component
    • Customer Dashboard Allows Only One Update for Each User Interface Event
  • Configuring Communications Events to Update the Customer Dashboard
    • Calling the Customer Dashboard Business Service from the Communications Event Log
  • Configuring SmartScript to Update the Customer Dashboard
    • Updating the Customer Dashboard from Scripts That Siebel CRM Runs in SmartScript
  • Using Siebel Visual Basic or Siebel eScript to Update Information in the Customer Dashboard
    • Command to Get the Record ID of the Current Dashboard Record
    • Command to Get the Value of the Current Dashboard Field
    • Update Dashboard Command
    • Examples of Using Customer Dashboard Commands with Scripts
  • Using Personalization to Update the Customer Dashboard

28 Reference Materials for Configuring Siebel CRM

• Reference Materials for Configuring Siebel CRM
• Properties of Object Types
  • Properties of a Siebel Table
  • Properties of a Table Column
    • Physical Type Property of a Table Column
    • Type Property of a Table Column
  • Properties of an Index of a Siebel Table
  • Properties of an Index Column
  • Properties of a Business Component
  • Type Property of a Business Component Field
    • Formats for the Date Physical Type
    • Formats for a DTYPE_NUMBER Business Component Field
  • Display Format Property of a Control or List Column
    • How Siebel CRM Handles Certain Date Formats
  • Properties of a Screen View
  • Properties of an Application
  • Properties of Objects You Use with a Menu or Toolbar
    • Properties of a Command
    • Properties of a Toolbar
    • Properties of a Menu Item
    • Properties of a Toolbar Item
    • Properties of an Applet Method Menu Item
    • Properties of a Class Method Menu Item
• Types of Applet Controls and List Columns
• Objects You Use with Enterprise Integration Manager
  • Properties of the EIM Interface Table
  • System Columns of the EIM Interface Table
  • EIM Interface Table Columns to Facilitate EIM Processing
  • EIM Interface Table Columns for Processing a Mapping to a Defined Table
  • EIM Interface Table Columns for Processing a Foreign Key
  • EIM Interface Table Columns for Foreign Keys
  • EIM Interface Table Columns for Attributes on the Target Table
  • EIM Table Mappings That Reference the Target Table
  • Attribute Mapping Properties of EIM Interface Columns That EIM Creates
  • Foreign Key Mapping Properties of Foreign Key Columns on the Target Table
  • Foreign Key Mapping Columns for Foreign Key Mappings
• Types of Tables and Columns That CIAI Query Supports
• Extensive Code Examples That This Book Uses