Contents

• Title and Copyright Information
• Preface

1 What’s New in This Release

• What’s New In Siebel Reports Guide, Siebel CRM 21.5 Update
• What’s New In Siebel Reports Guide, Siebel CRM 20.1 Update

2 Overview of Siebel Reports

• Overview of Siebel Reports
• About Siebel Reports
  • Types of Users Who Use Siebel Reports
  • Scenario for Customizing Reports
    • Sales Manager Runs Predefined Reports
    • Sales Manager Modifies a Predefined Report Template
    • Sales Manager Runs the Modified Report
  • How Users Run Reports
    • How Siebel Displays Reports According to the View
  • Output File Types That Siebel Reports Supports
  • How Siebel Creates Reports
  • About Oracle Publisher Desktop
    • Advantages of Using Oracle Publisher Desktop
    • Oracle Publisher Desktop Features
• Overview for Using This Book
  • Where to Find More Information About Siebel Reports

3 Running Reports

• Running Reports
• Running Reports in Siebel Clients
  • Setting User Preferences for Siebel Reports
  • Running Reports
    • Using the CTRL Key to Choose Multiple Records for a Report
    • Caution About Running Reports with a Large Number of Records
    • Entering a Custom Name
  • Monitoring Report Status
  • Viewing Report Output
  • Deleting Reports
• Scheduling Reports
  • Setting the Schedule for a Report
  • Example of Scheduling a Report
  • Monitoring, Suspending, Viewing, and Deleting Scheduled Reports
• Using Report Parameters to Filter Reports

4 Integrating Oracle Publisher with Siebel

• Integrating Oracle Publisher with Siebel
• About Integrating Oracle Publisher with Siebel
• Requirements for Using Siebel Reports for First-Time Installations
• Roadmap for Integrating Oracle Publisher with Siebel for First-Time Installations
• Preparing to Integrate Oracle Publisher with Siebel
• Process of Installing Oracle Publisher for Integration with Siebel
  • Installing Oracle Publisher Enterprise
  • Installing Oracle Publisher Add-in for Microsoft Word
  • Copying JAR Files to Oracle Publisher Server
  • Enabling External File References on Oracle Publisher Server
  • Start/Stop Oracle WebLogic Server and Oracle Publisher
• Upgrading to the Latest Oracle Publisher Patch
• Configuring an Outbound Web Service for Siebel Reports
• Enabling Siebel Server Component Groups for Siebel Reports
• Configuring Security and Authentication for Siebel Reports
  • About Security and Authentication for Siebel Reports
  • About Configuring Security and Authentication for Siebel Reports
  • About Oracle Business Intelligence Enterprise Edition Coexistence with Siebel Reports
  • Setting Up and Enabling the Siebel Security Model for Siebel Reports
  • Setting Responsibilities in the Siebel Application
• Configuring Security and Authentication for Siebel Reports Using LDAP
  • Example of Configuring Security and Authentication for Siebel Reports Using LDAP
• Configuring Siebel Reports in a Web Single Sign-On Environment
  • Configuring Siebel to Integrate with Oracle Publisher for Web Single Sign-On
  • Configuring Oracle Publisher to Integrate with Siebel for Web Single Sign-On
  • Enabling Reports Scheduling with Web Single Sign-On
  • Enabling TLS for Oracle Publisher Running on Oracle WebLogic Server
• Adding Explicit Reference to Container URL for Oracle Publisher Server
• Implementing EAI File Handling Changes for Siebel Reports Generation
• Uploading Preconfigured Report Layout Templates to Oracle Publisher Server
• Process of Enabling and Configuring Report Scheduling
  • Configuring the Data Service WSDL for Oracle Publisher Server
  • Verifying Symbolic URL Arguments that Embed Oracle Publisher Scheduling Views in Siebel Application
• About Upgrading Siebel Reports for Siebel 17.0

5 Administering Siebel Reports

• Administering Siebel Reports
• Doing Typical Administrative Tasks
  • Disabling the Reports Button
  • Making Sure Siebel Displays The Report Status
  • Making Sure Fonts Are Available for Reports
  • Managing Report Notifications
  • Viewing Report Usage Statistics
  • Configuring Siebel to Automatically Delete Reports
    • Deleting Reports from the Siebel File System
    • Deleting Scheduled Reports from Oracle Publisher Server
• Optimizing the Performance of Siebel Reports
  • Setting the Waiting Period
  • Setting the Polling Interval
  • Setting Concurrency Parameters
  • Using the Server Manager to Set Concurrency Parameters
• Optimizing Reports That Include Thousands of Records
  • Modifying the HTTP Sleep Time
  • Setting Server Parameters
  • Enabling Scalable Mode
  • Configuring a Temporary Folder
  • Increasing Memory for the Java Virtual Machine
• Administering Multilingual Reports
  • How Siebel Runs Multilingual Reports
  • How Siebel Translates User Interface Elements
  • Priority That Determines the Report Language
• Creating Multilingual Reports
• Administering Signatures in Reports
  • Creating and Modifying an Integration Object for Signatures in Reports
  • Customizing a Report Template for Signatures

6 Siebel Reports Architecture

• Siebel Reports Architecture
• About Siebel Reports Architecture
• About How Siebel Runs Reports in Clients
  • How Siebel Runs Reports in Connected Clients
    • How Siebel Uses the PublicReportServiceService Web Service
    • How Siebel Uses Oracle Publisher Repository
  • How Siebel Runs Reports in Disconnected Clients
• How Siebel Reports Uses Integration Objects
• Computer Languages That Siebel Reports Uses
• About the Report Business Service
  • Guidelines for Modifying the Report Business Service
  • Report Business Service Methods
• Directory Structure That Siebel Reports Uses
• Directory Structure That Oracle Publisher Repository Uses
• How Siebel Controls Access to Reports
• How Siebel Uses Report Templates With Organizations

7 Customizing Siebel CRM Reports

• Customizing Siebel Reports
• Process of Creating Custom Reports
  • Creating Report Templates
  • Registering Report Templates
  • Views You Use to Register Report Templates
  • How Siebel Uploads Report Templates
  • Associating Report Templates with Views
• Specifying the Siebel Data That Report Templates Use
  • Specifying Search Specifications with Multiple Integration Objects
  • Modifying Integration Objects
    • Modifying Predefined Integration Objects to Add Fields to Reports
    • Creating New Integration Objects to Add Fields to Reports
    • Creating XML Files from Integration Objects
    • Creating XML Files from Integration Objects for All Files
    • Reducing the Amount of Data That Integration Objects Transfer
• Defining Optional Fields When Registering Report Templates
  • Allowing Users to Choose The Records That a Report Contains
  • Sharing Report Templates
• Customizing Reports That Use Parameters
  • About Report Parameters
  • Adding Report Parameters to Report Templates
  • Adding Report Parameters to Oracle Publisher Desktop
  • Configuring Report Parameters to Filter Data
  • Report Parameter Types You Can Specify
  • Adding Scrollbars to the Parameters Section of the Run Report Pane
  • Modifying the Sequence of Report Names in the Run Report Pane

8 Customizing Master-Detail Reports

• Customizing Master-Detail Reports
• About Master-Detail Reports
  • How Siebel Handles Multivalue Fields
• Viewing the Report Template of a Master-Detail Report
  • Oracle Publisher Code for Service Request Activity (All) Report Template
• Creating a Master-Detail Report Template in Microsoft Word
  • Viewing Descriptive Text for Repeating Group Sections

9 Deploying Reports

• Deploying Reports
• Process of Deploying Reports
  • Preparing the Deployment Environment
  • Packaging Report Files in the Development Environment
  • Deploying Report Files to the Production Environment
  • Packaging Report Database Records in the Development Environment
  • Deploying Report Database Records to the Production Environment
• Deploying Integration Objects to the Production Environment

10 Troubleshooting Siebel Reports

• Troubleshooting Siebel Reports
• Enabling and Disabling Logging for Siebel Reports
  • Enabling Logging for Siebel Reports in the Siebel Application
  • Enabling Logging and Debugging on Oracle Publisher Server
  • Enabling and Disabling Debugging for Disconnected Clients
• Fixing Class Not Found Errors
• Troubleshooting Error Messages for Siebel Reports
  • Fixing Errors That Occur When Running Siebel Reports (SBL-OMS-00203)
  • Fixing Errors That Occur After Clicking Submit in the Run Report Pane (SBL-SRQ-00103)
  • Fixing Incorrect Configuration File Setting Errors (SBL-DAT-00322)
  • Fixing XLIFF File Errors
  • Fixing the CLASSPATH
  • Fixing Oracle Publisher Server Login Error
  • Fixing Alignment Problems in HTML
  • Fixing Japanese Font Errors