Contents

• Title and Copyright Information
• Preface

1 What’s New in This Release

• What's New in Siebel Product Administration Guide, Siebel CRM 25.1 Update
• What's New in Siebel Product Administration Guide, Siebel CRM 23.9 Update
• What's New in Siebel Product Administration Guide, Siebel CRM 21.2 Update
• What's New in Siebel Product Administration Guide, Siebel CRM 20.12 Update
• What’s New in Siebel Product Administration Guide, Siebel CRM 20.4 Update
• What’s New in Siebel Product Administration Guide, Siebel CRM 20.1 Update
• What’s New in Siebel Product Administration Guide, Siebel CRM 19.4 Update
• What’s New in Siebel Product Administration Guide, Siebel CRM 19.1 Update

2 Overview of Product Administration

• Overview of Product Administration
• Product Administration
  • Simple Products Without Attributes
  • Product Bundles
  • Simple Products with Attributes
  • Products with Components
  • Product Compatibility
  • Product Eligibility
  • Product Validation Rules
  • Translations
• Roadmap for Creating Simple Products with Attributes
• Roadmap for Creating Products with Components
• When to Use Siebel Configurator, Compatibility, Eligibility, and Product Validation Rules
  • Configuration Constraints
  • Compatibility Rules
  • Product Validation Rules
  • Eligibility Rules
• About Working with Product Administration
  • Logging On as the Siebel Administrator
  • License Key Requirements

3 Basic Product Administration

• Basic Product Administration
• About the Product Record
• Process of Creating Simple Products
  • Creating a Product Record
  • Associating a Product with Price Lists
  • Setting Up User Access To a Product
  • Releasing a Simple Product
• Setting Up Products with Recurring Prices
• Creating Product Lines
• Defining Product Features
• Defining Related Products
• Defining Equivalent Products
• Comparing Features of Equivalent Products
• Creating Product Entitlements
• Associating Literature with Products
• Associating Product News with Products
• Uploading a New Image in the Application
• Associating Images with Products
• Creating Product Field Service Details and Measurements
• Exporting and Importing Products
• About Managing Product Records
  • Editing Product Records
  • Copying Product Records
  • Deleting Product Records
  • Exporting Product Records for Display
• Creating a Product List Report
• Clearing the Siebel Configurator Cache to Improve Performance

4 Multilingual Translations for Product Data

• Multilingual Translations for Product Data
• About Product Data Translation
• Translating the Product Description
• Translating Product Class Display Names
• Translating Attribute Names
• Translating Attribute Definition Names
• Translating Attribute Values
• Translating Configuration Rule Explanations
• Translating Relationship Names
• Translating UI Group Names
• Translating UI Property Values

5 Product Bundles

• Product Bundles
• About Product Bundles
• Creating Simple Product Bundles
• Modifying Simple Product Bundles
• Deleting Simple Product Bundles
• Controlling How Bundle Components are Forecast

6 Products with Attributes

• Products with Attributes
• Component-Based Versus Attribute-Based Pricing
• About Product Attributes
• About Product Classes
• About the Product Class Hierarchy
• About Attribute Domains
  • About Defining Attribute Domains
  • Domain Data Types
• About Hidden Attributes
• Scenario for Creating Products with Attributes
• Process of Creating Products with Attributes
  • Creating Attribute Definitions
  • Creating Product Classes in a Hierarchy
  • Associating Attributes with a Product
  • Setting Up Attribute Pricing
• Setting Up Required Attributes
• Setting a Read-Only Value for an Attribute of a Product
• Creating a Siebel Configurator Engine Read-Only Attribute
• Creating a Configuration Session Specific Computed Attribute
• Binding an Attribute Value to a Line Item Integration Component Field
  • Defining a UI Property Using an Attribute Value from a Line Item Integration Component Field
• Changing Inherited Properties of Attributes
  • Viewing Changes in the Inherited Properties of Attributes
  • Restoring the Inherited Properties of an Attribute
• Changing the Hidden or Required Settings for a Product Attribute
• About Managing Product Classes
  • Viewing Related Objects for Product Classes
  • Editing a Product Class Definition
  • Deleting Product Class Records
  • Exporting or Importing Product Classes
• About Managing Attribute Definition Records
  • Viewing Related Objects for Attribution Definitions
  • Editing Attribute Definitions
  • Deleting Attribute Definitions
• Viewing Product Attributes

7 Product Attributes with Business Component Domains

• Product Attributes with Business Component Domains
• About Attributes with Business Component Domains
• About the UI Properties for Attributes with Business Component Domains
• Process of Creating an Attribute with a Business Component Domain
  • Adding the Attribute to a Selection Page
  • Associating the Attribute with a Business Component
  • Setting Up Multiple Fields for Display
  • Creating a Business Component Field Constraint
  • Creating an Attribute Value Constraint
  • Creating a Search Expression Based on the Current Instance
  • Refreshing Attributes with Business Component Domains

8 Smart Part Numbers for Product with Attributes

• Smart Part Numbers for Product with Attributes
• About Smart Part Numbers
• Roadmap for Creating Smart Part Numbers
• Process of Creating Dynamically Generated Smart Part Numbers
  • Creating a Part Number Generation Record
  • Defining the Part Number Templates
  • Mapping Attribute Values to the Template
  • Testing the Part Number Templates
• Editing a Dynamic Generation Method
• Process of Creating Predefined Smart Part Numbers
  • Creating a Part Number Generation Record
  • Selecting the Attributes for Predefined Part Numbers
  • Creating the Part Number Matrix
  • Testing the Part Number Matrix
• Editing a Predefined Generation Method
• Assigning Smart Part Numbers to a Product
• Viewing a Product’s Smart Part Number in a Quote
• Updating a Generation Method with Attribute Changes

9 Designing Products with Components

• Designing Products with Components
• About Products with Components
• About Products with Components and Product Classes
• About Relationships
• About Cardinality
  • Combinations for Setting Cardinality
  • About Generics
• Guidelines for Designing Products with Components
  • Guidelines for Asset-Based Ordering
• Process of Designing a Product with Components
  • Creating Product Records for a Product with Components and for Its Components
  • Adding a Single Product as a Component
  • Adding Products as Components Using the Class Domain
  • Adding Products as Components Using the Dynamic Class Domain
  • Adding a Group of Products from Different Classes as Components
  • Adding a Product with Components as a Component
• Refreshing the Customizable Product Work Space
• Enabling the Customize Button
• About the Siebel Configurator Save Button
• About Managing the Structure of Products with Components
  • Editing a Relationship Definition
  • Deleting Products from Products with Components
  • Copying Products with Components
• Creating a Report on a Product’s Structure

10 Managing Products with Components

• Managing Products with Components
• About Auto Match
• About Finish It!
• Viewing Relationships for Products
• Using Product Classes as Templates for Products with Components
• About Bundles as Products with Components
  • Converting a Bundle to a Regular Product with Components
  • Converting a Regular Product with Components to a Bundle
• Defining an Asset with Components
• Controlling How Products with Components Are Taxed
• Controlling How Products with Components are Forecast

11 Creating Custom Siebel Configurator User Interfaces

• Creating Custom Siebel Configurator User Interfaces
• About Default and Custom Siebel Configurator User Interfaces
• About the Siebel Configurator User Interface View
• About Themes for the Siebel Configurator
  • About the Base Theme
  • About Product Themes
• About Creating a Menu-Based Siebel Configurator UI
• About Siebel Configurator UI Groups
• About Siebel Configurator UI Controls
• About Siebel Configurator UI Control Combo Box
• About Pricing Integration with Siebel Configurator
• Creating Custom UIs for Customizable Products
• Process of Creating a Custom Siebel Configurator User Interface
  • Creating the Siebel Configurator User Interface Record
  • Selecting the Base and Product Themes
  • Enabling the Multiselect Feature for Siebel Configurator
  • Enabling the Quick Edit Feature for Siebel Configurator
    • Scenario for Using the Quick Edit Feature
    • Error Messages for Quick Edit
    • Modifying the Web Template for Quick Edit
    • Verifying the Signals for Quick Edit
    • Setting Up the Quick Edit Feature
    • Disabling the Proceed Button
  • Grouping Items onto Pages of the Siebel Configurator User Interface
  • Adding a Summary Page to the Siebel Configurator User Interface
  • Assigning Siebel Configurator Interfaces to Users
• The Grid Layout Group Theme
  • About the Grid Layout Group Theme
  • Creating the Grid Layout Group User Interface
  • Guidelines for Using the Grid Layout Group Theme
  • Example of Using the Grid Layout Group Theme
• Tasks for Setting Up the Siebel Configurator Open UI User Interface
  • Setting Up the Grandchild Display of the Open UI Siebel Configurator User Interface
  • Using the Attribute Inline Display Control in the Open UI Siebel Configurator User Interface
  • Validating the User Interface for Customizable Products
• About Managing Item Groups
  • Editing Item Groups
  • Deleting Item Groups

12 Siebel Configurator UI Properties

• Siebel Configurator UI Properties
• About Siebel Configurator UI Properties
• About Predefined UI Properties
• Using User-Defined UI Properties
• Defining a UI Property
• Creating Dynamic Siebel Configurator User Interface Controls
  • About Using CfgEval()
    • Syntax Enhancements for CfgEval()
    • Using CfgEval() with Dynamic Show and Hide, Dynamic Read-Only, and Dynamic Display of Images
  • Dynamically Showing and Hiding Siebel Configurator Controls
  • Example of Dynamically Showing and Hiding Siebel Configurator Controls
  • Dynamically Making Siebel Configurator Controls Read-Only
  • Dynamically Displaying Images in Siebel Configurator

13 Siebel Configurator Web Templates

• Siebel Configurator Web Templates
• About Customizable Product Web Templates
• About UI Properties in Web Templates
• About UI Property Values
  • HTML Text Formatting Commands
  • Images
• Creating a New Web Template
• Modifying the Display Name of a Customizable Product
  • Creating a New Base Theme Template
  • Assigning the New Base Theme Template
  • Defining a UI Property for the Customizable Product
• Example of Modifying the Display Name of a Customizable Product
• Modifying the Display Name of Groups
  • Creating a New Product Theme Template
  • Assign the New Product Theme Template
  • Define a UI Property for all the Groups
• Example of Modifying the Display Name of Groups
• Modifying the Display Name of Items
  • Creating a New UI Control Template
  • Assigning the New UI Control Template
  • Defining a UI Property for the Item
• Example of Modifying the Display Name of Items
• Siebel Configurator Web Templates for Open UI
• About Customizing Configurator Templates for Open UI

14 Configuration Constraints

• Configuration Constraints
• About Configuration Constraints
• About Start and End Dates for Configuration Constraints
• About the Configuration Constraints View
  • Constraint Listing
  • Constraint Template Listing
  • Constraint Statement
  • Overview of Using the Constraints view
• Guidelines for Creating Configuration Constraints
• Creating Configuration Constraints
• Tuning Configuration Constraints
  • Sequence Number List Column
  • GoalMode Processing Order Example
  • Using the GoalMode UI Property
• Setting Constraints for Numeric Attributes
• Creating Groups of Related Configuration Constraints
• Activating and Deactivating Configuration Constraints
• About Managing Configuration Constraints
  • Editing Configuration Constraints
  • Copying Configuration Constraints
  • Deleting Configuration Constraints
• Creating Configuration Constraint Templates
• Creating a Configuration Constraint Summary Report

15 Configuration Links

• Configuration Links
• About Configuration Links
  • Business Component Links
  • Context Variable Links
  • System Variable Links
• Creating a Business Component Configuration Link
• Creating a Context Variable Link
• Creating a System Variable Configuration Link
  • About Managing Configuration Links
    • Editing a Configuration Link Definition
    • Deleting a Configuration Link

16 Configuration Resources

• Configuration Resources
• About Configuration Resources
• Creating Configuration Resources
• Managing Resources Using Configuration Constraints
• About Managing Configuration Resources
  • Editing Configurator Resource Definitions
  • Deleting Configuration Resources

17 Configuration Constraint Template Reference

• Configuration Constraint Template Reference
• About Configuration Constraint Processing
• About Configuration Constraint Conditions
• Compound Logic and Comparison Operators in Configuration Constraints
• Arithmetic Operators in Configuration Constraints
• Attribute Value (Advanced) Template
• Conditional Value Template
• Constrain Template
• Constrain Attribute Conditions Template
• Constrain Attribute Value Template
• Constrain Conditionally Template
• Constrain Product Quantity Template
• Constrain Relationship Quantity Template
• Constrain Resource Value Template
• Display Message Template
• Display Recommendation Template
• Exclude Template
  • Items
  • Conditions
  • Attribute Conditions
  • Quantity Conditions
  • Other Item Constraints
  • Nested Expressions as Conditions
  • Multiple Operands
• Procedural Condition Templates
  • Procedural-Condition Check Template
  • Set Procedural Conditional Variable Template
    • Excluding Values in the Administration - Product Screen
  • Example of Using Procedural Condition Rules
• Provide and Consume Templates
  • Item
  • Value
  • Target
  • Product Target
  • Resource Target
  • Attribute Target
• Simple Provide and Consume Templates
  • Value
  • Target
  • Product Target
  • Resource Target
  • Attribute Target
• Relationship Item Constraint Template
• Require Template
  • Items
  • Conditions
  • Attribute Conditions
  • Quantity Conditions
  • Other Item Constraints
  • Nested Expressions as Conditions
  • Multiple Operands
• Require (Mutual) Template
• Set Initial Attribute Value Template
• Set Initial Resource Value Template
• Set Preference Template
  • Enabling Dynamic Default
  • Saved Values for Dynamic Default
  • New Tables for Dynamic Default

18 Siebel Configurator Rule Assembly Language

• Siebel Configurator Rule Assembly Language
• Why Use Rule Assembly Language?
• About Rule Assembly Language
• Creating Constraints Using the Assisted Advanced Constraint Template
• Creating Constraints Using the Advanced Constraint Template
• Managing Constraints Written in Rule Assembly Language
• About Specifying Data in Rule Assembly Language
  • Numbers
  • Strings
  • Links
• About Operators in Rule Assembly Language
  • Data Operators in Rule Assembly Language
  • Boolean Operators in Rule Assembly Language
    • More on the Requires Operator
    • More on the Logical Equivalence Operator
    • More on the Excludes Operator
    • Multiple Operands for Require and Exclude Operators
  • Comparison and Pattern Matching Operators in Rule Assembly Language
    • Multiple Operands for Comparison Operators
  • Arithmetic Operators in Rule Assembly Language
  • Attribute Operators in Rule Assembly Language
    • Attribute Comparison Operators
    • Attribute Arithmetic Operators
  • Conditional Operators in Rule Assembly Language
  • Special Operators in Rule Assembly Language
    • More on withTuples
    • More on withMembers
  • Customizable Product Access Operators in Rule Assembly Language
• Examples of Constraints Using Rule Assembly Language
  • Basic Constraints
  • Boolean and Comparison Operators
  • Constraint Template Translations

19 Siebel Configurator Scripts

• Siebel Configurator Scripts
• About Siebel Configurator Scripts
• About Siebel Configurator Script Processing
• About Product Names in Siebel Configurator Scripts
• About Product Path in Siebel Configurator Scripts
• Siebel Configurator Script Events and Methods
  • Cfg_InstInitialize Event
  • Cfg_ChildItemChanged Event
  • Cfg_AttributeChanged Event
  • Cfg_InstPostSynchronize Event
  • Cfg_ItemChanged Event
  • Cfg_OnConflict Event
  • OnAttributeSelected Event
  • OnChildItemSelected Event
  • GetInstanceId Method
  • GetCPInstance Method
  • GetObjQuantity Method
  • AddItem Method
  • RemoveItem Method
  • SetAttribute Method
  • GetAttribute Method
  • BatchRequest Method
• Creating Siebel Configurator Event Scripts
• Creating Siebel Configurator Declarations Scripts
• Reviewing the Siebel Configurator Script Log File
• About Managing Siebel Configurator Scripts
  • Editing Siebel Configurator Scripts
  • Deleting Siebel Configurator Scripts

20 Testing Products and Using Workspace Projects

• Testing Products and Using Workspace Projects
• Testing a Product with Components in Validation Mode
  • Testing Product with Components Pricing
• About Scenario Tester and Workspace Projects
  • Working with Versioned and Unversioned Objects
  • Administering Data in Test Mode
• Process of Testing Products with Scenario Tester
  • Defining a Workspace Project for Scenario Testing
  • Defining the Contents for Scenario Testing
  • Creating Scenarios for Scenario Testing
  • Validating Scenarios
  • Correcting Product Definitions and Retesting
• Displaying Only the Project in Use
• Working with the Scenario XML File
• Batch Validating Scenarios

21 Releasing Products and Other Versioned Objects

• Releasing Products and Other Versioned Objects
• About Versions of C/OM Objects
• About Avoiding Duplicate Versioned Objects During Product Data Migration
  • Guidelines to Avoid Duplicate Versioned Object Records
  • How Duplicate Objects Are Created
  • Possible Symptoms of Duplicate Records
  • Name-Based Import
• Creating Time Slice Reports for Product Versions
• Releasing Products for Use
• Deleting Product Versions
• Replacing Earlier Product Versions
• Displaying Product Versions that Are Available to Customers
• Making Products Unavailable to Customers
• Reverting to Earlier Versions of Products
• Releasing Multiple Products Using Workspace Projects
• Managing Products Using Workspace Projects
• Migrating Products Among Environments
  • Migrating Products Using Import and Export in Workspace Projects View
  • Migrating Products Using Application Deployment Manager (ADM)
  • Importing and Exporting Product Promotions

22 Product and Promotion Eligibility and Compatibility

• Product and Promotion Eligibility and Compatibility
• About Product and Promotion Eligibility
• About Eligibility Rules and Configuration Constraints for Siebel CRM Version 7.7 and Earlier
• Defining How Eligibility Output Displays
  • Eligibility Display Options for Catalogs
  • Eligibility Display in Siebel Configurator
• Defining Eligibility Groups
• Defining Product and Promotion Eligibility Rules
  • Defining Inclusive or Exclusive Eligibility for Products
  • Defining Product Eligibility Rules
  • Defining Promotion Eligibility Rules
• Defining Eligibility for Products with Components and for Component Products
• Defining Eligibility for Product Attributes
  • Saving the Result of Attribute Eligibility
  • Attribute Eligibility Architecture
  • Setting Up Attribute Eligibility Checking
  • Changing the Context and Rowset Variable Maps
  • Using Different Display Modes for Attribute and Product Eligibility
• Creating Eligibility Matrices
• About Product and Promotion Compatibility
• About Compatibility Rules
  • The Subject and Object of Compatibility Rules
  • Subject Compatibility Rules and Object Compatibility Rules
• About Pre-Pick Compatibility
• Enabling Pre-Pick Compatibility
  • Modifying the Web Template to Enable Pre-Pick Compatibility
  • Setting the Server Parameter to Enable Pre-Pick Compatibility
  • Setting the Server Parameter to Enable Pre-Pick Compatibility on the Siebel Developer Web Client
  • Verifying the Variable Map for Pre-Pick Compatibility
• Defining Compatibility Groups
• Defining Compatibility Rules for Products and Promotions
  • Defining Compatibility Rules for Products, Product Lines, or Product Classes
  • Defining Compatibility Rules for Product Lines
  • Defining Compatibility Rules for Promotions
• Creating Compatibility Matrices
• Verifying Quotes and Orders for Eligibility and Compatibility
• Eligibility and Compatibility Workflow Reference
  • Product Eligibility & Compatibility - Default Workflow
  • Product Compatibility - Default Workflow
  • Compatibility Multiple Popup Workflow
  • Configurator Eligibility Compatibility Workflow
  • Check Eligibility & Compatibility - Default Workflow
  • Pricing and Eligibility Procedure - Default Workflow

23 Creating Validation Rules for Customizable Products

• Creating Validation Rules for Customizable Products
• About Validation for Customizable Products
• Scenario for Product Validation Using Custom Validation Services
• Activating Workflows for Product Validation
• Setting Up Product Validation Using the Simple Expression Business Service
  • Creating the Customizable Product for Validation
  • Creating the Messages for Product Validation
  • Adding the Validation Services Record
  • Creating Product Validation Expression Rules
• Setting Up Product Validation Using Custom Validation Services
  • Creating the Customizable Product for Validation
  • Creating Messages for Product Validation
  • Creating a Custom Business Service for Product Validation
  • Adding the Validation Services Record
• About Creating Custom Rule Checkers
  • PreValidate Method
  • Validate Method

24 Siebel Configurator Technical Reference

• Siebel Configurator Technical Reference
• Siebel Configurator Architecture
• Siebel Configurator Server Deployment
• Enabling Snapshot Mode
• Enabling Auto Match
• Specifying Keep Alive Time for Configuration Sessions
• Enforcing the Field Length for Entering Advanced Rules
• Displaying RAL in the Constraints View
  • Locate the Constraints View Applet
  • Modify the Constraints View Applet
• Turning Off Default Instance Creation
• Revising the Default Cardinalities
• Configuring the Object Broker
• Displaying Fields from S_PROD_INT in Selection Pages
  • Add Fields to the Cfg ISS Prod Def Buscomp
  • Add Controls to the Repository
  • Add SWE Code to the Web Template
  • Delete Contents of ISS_OBrkCache Directory
• ASIs for Managing Products
  • External Simple Product
  • Siebel Simple Product
• Auto Match Business Service for Siebel Configurator
• Operating System Environment Variables Used with Siebel Configurator

25 Configurator Workflow and Method Reference

• Configurator Workflow and Method Reference
• Siebel Configurator Workflow Reference
  • Configurator Cleanup Workflow
  • Configurator Load Workflow
  • Configurator Save Workflow
  • Configurator Validate Workflow
  • Configurator External Validate Workflow
• Siebel Configurator Methods Reference
  • LoadInstance Method
  • Validate Complex Product From Property Set Method
  • AppendMessages Method

26 Siebel Configurator API Reference

• Siebel Configurator API Reference
• About Siebel Configurator APIs
  • Available Siebel Configurator APIs
• Instance APIs for the Complex Object Manager
  • LoadInstance Method
  • CreateSession Method
  • SetInstance Method
    • Sharing Profile Attributes with Remote Product Configurator
  • SyncInstance Method
  • UnloadInstance Method
  • GetAllPorts Method
  • EnumObjects Method
  • GetAttribute Method
  • GetFieldValues Method
  • GetInstance Method
  • GetParents Method
  • GetPossibleDomain Method
  • GetPossibleValues Method
  • GetProductId Method
  • GetRootPath Method
  • HasGenerics Method
  • GetConditionVal Method
• Instance APIs to Interact with Conflicts and Messages
  • GetDetailedReqExpl Method
  • GetExplanations Method
  • GetSignals Method
  • RemoveFailedRequests Method
  • UndoLastRequest Method
• Instance APIs to Set Product and Attribute Values
  • AddItem Method
  • CopyInstance Method
  • GetLinkItemValues Method
  • RemoveItem Method
  • ReplaceItem Method
  • RepriceInstance Method
  • SetAttribute Method
  • SetItemQuantity Method
  • SetFieldValue Method
  • SetLinkItemValues Method
• Object Broker Methods
  • ResetSKC Method
  • ResetObjInSKC Method
  • GetProdStruct Method
  • DeltaQuote Method
• Instance APIs to Select the Siebel Configurator User Interface
  • SelectCfgUIService Method
  • SetUIOption Method
• Instance API to Validate Customizable Products
  • BatchValidate Method

27 Siebel Configurator Version 6.x, 7.0 and 7.5

• Siebel Configurator Version 6.x, 7.0 and 7.5
• Upgrading Version 6.x Models to Version 7.0 and 7.5
• Managing Models in Version 6.x and 7.x
• Designing the Catalog in Version 6.x and 7.x
• Working with Properties in Version 6.x and 7.x
• Working with Resources in Version 6.x and 7.x
• Working with Linked Items in Version 6.x and 7.x
• Designing Rules and Logical Expressions in Version 6.x and 7.x
• Designing Scripts in Version 6.x and 7.x
• Quote Integration and Configuration Assistant in Version 6.x and 7.x