Contents

• Title and Copyright Information
• Preface

1 What’s New in This Release

• What's New in Siebel Personalization Administration Guide, Siebel CRM 22.4 Update

2 About Siebel Personalization

• About Siebel Personalization
• Siebel Personalization Components
• Personalization Features
  • End-User Layout Customization
  • Personalization for Another User
  • Personalization Business Rules Designer
  • Advanced Testing Environment
• Personalization Within the Siebel Architecture
• Getting Started with Siebel Personalization
• Roles and Responsibilities
• Personalization Terminology
• Personalization and Content Targeting
  • Content Targeting Diagram
  • Understanding the Target Audience
• Personalization Usage Scenarios
  • Real-Time Product Recommendations Scenario
    • About the Real-Time Product Scenario
    • Implementing Real-Time Product Scenario
  • Personalization Through All Channels Scenario
    • About the Personalization Through All Channels Scenario
    • Implementing Personalization Through All Channels Scenario
  • Third-Party Personalization Engines Integration Scenario
    • About the Third-Party Personalization Engines Integration Scenario
    • Implementing Third-Party Personalization Engines Integration Scenario

3 Managing User Profiles

• Managing User Profiles
• About User Profile Attributes
• About Managing User Profile Attributes
• About Persistent User Profile Attributes
  • About Storing Persistent User Profile Attributes
    • Attribute Components Obsolete in Version 7
    • Personalization Profile Business Component Used in Version 7
  • Adding New Persistent User Profile Attributes
  • Querying for Persistent User Profile Attributes
  • Saving Modified Persistent Attributes
    • GetProfileAttr and Personalization
  • Retrieving Persistent Attributes
• About Dynamic User Profile Attributes
  • Dynamic Attributes Set at Run Time
  • About Retrieving Dynamic Attributes
  • Dynamic Profile Attribute Examples
• About Second User Profiles
  • About Loading a Second User Profile
  • Accessing the Second User Profile
  • Using LoadUserProfile Example
• Personalization Profile Business Component Restrictions
• Performance Considerations
• Working with Multiple Value Profile Attributes
  • Using MVG Profile Attributes to Improve Searches
    • About the GetProfileAttrAsList Function
    • Using GetProfileAttrAsList and the EXISTS Operator
    • GetProfileAttr and the MVG Profile Attributes
  • Exists Operator Usage Scenarios

4 Tracking Run-Time Events

• Tracking Run-Time Events
• About Run-Time Events and Action Sets
• Definitions of Events
• Process of Creating Action Sets
• Action Types Supported
• Creating Action Sets
• Creating Actions for Action Sets
• Associating Events with Action Sets
• Creating Event Aliases

5 Setting View Visibility

• Setting View Visibility
• About Setting View Visibility
  • Events Triggering Visibility Flowchart
  • About Writing Visibility Rules
  • About View Visibility
  • Importance of the Repository
• Process of Setting View Visibility
  • Finding the Name of a View
  • Setting the Visibility of a View
• Process of Setting Applet Visibility
  • Finding the Name of an Applet
  • Setting the Visibility of an Applet
• Hiding an Applet Based on a Field Value
• Setting the Number of Rows Displayed in an Applet
  • Changing the Number of Rows Displayed in an Applet

6 Targeting Content by Using Expressions

• Targeting Content by Using Expressions
• Process of Content Targeting
• Actions to Control the Content
• Rule Sets and Rules Flow Chart
  • Evaluating Rule Sets
  • Creating Complex Evaluation Flow
  • Rule Sets Best Practices
  • Managing Rule Set Overhead
• About Expressions and Expression Types
  • About Building Expressions
  • Creating Expressions
  • Conditional Expressions
    • Interpretation of Numbers in Expressions
  • Search Expressions
• About the Personalization Business Rules Designer
  • Displaying the Personalization Business Rules Designer
  • Personalization Business Rules Designer Contents
• Process of Creating Business Rules
• Writing a Business Rule
  • Writing Rule Example
  • Writing a Personalization Rule
• About Creating Rule Sets and Rules
  • Creating a Rule Set
  • Creating a New Rule
• Associating Rule Sets With Applets
• About Salutation Applets
• Hyperlinking Salutation Messages
  • Hyperlinking Salutation Messages to Screens
  • Hyperlinking Salutation Messages to Views
  • Hyperlinking to Siebel Employee Relationship Management Views
  • Hyperlinking Salutation Messages to Applets
    • Command Syntax Example
  • Two Salutation Applets in One View
• Process of Adding a Message to the Salutation Applet
• Modifying the Siebel eService Salutation Applet
  • Adding a Message to the eService Salutation Applet
    • Viewing the Results of Modifying the eSalutation Applet

7 Testing Personalization Rules

• Testing Personalization Rules
• Ways to Test Personalization Rules
• About Test Mode
  • Setting Up the Test Mode
  • Using Test Mode to Test Personalization Rules
• About Using the Log File
  • Enabling Personalization Event Logging
    • Hidden Application Personal Log Parameter
  • Testing Siebel Personalization
  • Changing the Test Parameters
  • Using the Log File to Test Siebel Personalization
• About Exporting and Importing Personalization Data
  • Exporting Personalization Data as an XML File
  • Importing Personalization Data
    • Process of How the XML Import Works
    • Importing Personalization Data from an XML File
• About Clearing and Reloading Siebel Personalization
  • Reloading Siebel Personalization for the Current Object Manager
  • Reloading Siebel Personalization for Other Object Managers

8 Operators for Building Condition Expressions

• Operators for Building Condition Expressions
• Arithmetic Operators
• Comparison Operators
• Logical Operators
• Pattern Matching Operators

9 Functions

• Functions
• String Functions
• Conditional Functions
• Lookup Functions
• Translation Functions
• Search Functions
• Math Functions
• Date and Time Functions
• Profile Functions
• Attribute Functions
• Other Functions