Contents

• Title and Copyright Information
• Preface

1 What's New in This Release

• What’s New in This Release

2 About This Guide

• About This Guide

3 Installing and Configuring Siebel CRM

• Installing and Configuring Siebel CRM
• Installing and Configuring Siebel CRM Roadmap
• Prerequisite Software
• Downloading Siebel CRM
• Building a Network Image
• Secure Sockets Layer Requirements: Overview
  • About Keystores
  • Generating a Certificate Request
  • About Selecting a Certificate Authority
  • Importing the Certificate Request
• Installing Software for the Siebel CRM Application
  • Installing the Siebel Enterprise Software
  • Installing the Siebel Application Interface
  • About Installing the Latest Monthly Update
  • Verifying the Siebel Application Interface Installation
  • Automatically Starting SES and SAI Components
• Creating the Siebel Database
  • About Installing Client Connectivity Software
  • Prerequisites to Installing the Database
  • Running the grantuser.sql Script
  • Installing the Siebel Database
• Configuring the Siebel Gateway
• Configuring the Siebel Enterprise
  • Creating the Enterprise Profile
  • Deploying the Enterprise Profile
• Configuring Siebel Servers
  • Creating the Siebel Server Profile
  • Deploying the Siebel Server Profile
• Configuring the Siebel Application Interface
  • Creating the Siebel Application Interface
  • Deploying the Siebel Application Interface
• Adding the Licence Keys
• Setting up the Siebel Tools Client
• Setting up the Developer Web Client

4 Basic Organization Setup

• Basic Organization Setup
• About Seed Data
• About Views
• About Seed Data Views
• Registering Views
• About Responsibilities
  • About Seed Data Responsibilities
  • Adding New Responsibilities
• About Organizations
• About Positions
• About Users and Employees
  • About Seed Data Users
  • About Creating New Users and Employees
  • About Creating Developer Users
• About Other Seed Data
  • About List of Values
  • About Time Zones
  • About Locale
  • About Currency
  • About Sales Methodology and Sales Stages
• About System Preferences

5 Customization in Siebel CRM

• Customization in Siebel CRM
• About Customization in Siebel CRM
• Siebel Repositories
  • About the Siebel Design Repository
  • About the Siebel Runtime Repository
• Siebel CRM Workspaces

6 Adding Additional Languages

• Adding Additional Languages
• About Language and Seed Data
• About Languages and Repository Data
• About the Process of Adding Additional Languages
  • About Importing Languages
  • About Flattening the Repository
  • About Running the Multilingual Conversion Process
  • About Publishing Changes