About Using this Book

This book uses the following terms:

  • A user is a person who uses the client of a Siebel Business Application to access Siebel CRM data.

  • The client (hardware or software) connects to or accesses a Siebel Business Application, such as, Siebel Call Center.

  • The server is the Siebel Server, unless noted otherwise.

  • An administrator is anyone who uses an administrative screen in the client to configure Siebel CRM. The Administration - Server Configuration screen is an example of an administrative screen.

  • A predefined object is an object that comes already defined with Siebel CRM.

  • The term focus indicates the currently active object in the client. To indicate the object that is in focus, Siebel CRM typically sets the border of this object to a solid (blue) line.

  • The terms drag and drag and drop are used in this guide to describe how to move items from one place on the UI to another using a mouse or similar device. You move an item by first selecting the item and (with the mouse button depressed) then moving the item elsewhere on the UI (where you release the mouse button).

Depending on the software configuration you purchase, your Siebel Business Application might not include all the features that this book describes.

Computer font indicates a value you enter or text that Siebel CRM displays. For example:

This is computer font

Italic text indicates a variable value. For example, the n and the method_name in the following example are variables:

Named Method <n>: <method_name>

<-- For example: -->
Named Method 2: WriteRecord

This guide assumes that you understand and possess the following the basic skills:

  • Know how to use the Object Explorer and Object List Editor.

  • Know how to define object properties, applets, and applet controls.

  • Know how to use the menu bar.

  • Know how to check out and check in projects.

For more information, see Using Siebel Tools and Configuring Siebel Business Applications.