Book Image

Oracle Siebel CRM 8 Installation and Management

By : Alexander Hansal
Book Image

Oracle Siebel CRM 8 Installation and Management

By: Alexander Hansal

Overview of this book

Oracle’s Siebel CRM is market-leading Customer Relationship Management software. Unmatched in functionality and scalability, Siebel enhances a company’s sales performance, improves customer satisfaction, and provides a robust Customer Relationship Management system for an organization.This practical book offers a comprehensive understanding of Siebel CRM. It is your safe vessel for navigating the deep waters of Siebel installation and system management.This book is a complete exercise in installing and managing Oracle’s Siebel CRM for your organization. You will understand the Siebel architecture and install it piece by piece. In easy-to-follow chapters, the book will guide you through the installation of Siebel server, client and third-party reporting software on Microsoft Windows and Linux, covering everything from the planning the process and software download to the installation and configuration tasks.After reading this book, you will feel fully prepared for setting up multiple servers and multi-lingual configurations. This book fosters your general understanding of the intricate features and functionality of Oracle Siebel CRM. In addition, you will learn how to support development environments and how to migrate configuration changes between environments using Application Deployment Manager.Another benefit of this book is that it teaches administrators how to establish system monitoring strategies to identify and avoid performance bottlenecks. When you have finished the book, you will feel prepared to install and manage Oracle’s Siebel CRM in a real-world environment. In addition, you will know some tricks that even seasoned experts will envy.
Table of Contents (25 chapters)
Oracle Siebel CRM 8 Installation and Management
Credits
About the Author
About the Reviewers
Preface
Free Chapter
1
Introducing the Siebel Web Architecture
Index

Controlling access to Siebel views


When we look at a Siebel view from a high level, it has the characteristics of a web page that provides access to data stored in the Siebel database or external systems and the functionality to work with that data. The functionality can range from simple queries in the data set to complex automated steps. Creating a new quote for a customer from the Account List View is an example of the latter.

The screenshot below shows the Account List View in the Siebel Web client:

We can observe that the end user has access to account records and that for each record a set of commands is available in the context menu. The New Quote command visible in the context menu is an example of functionality beyond simple record querying and manipulation.

The importance of business process analysis

From a business process perspective, a user who is in charge of looking up or creating a customer account and then creating a new quote for the customer needs access to the above described...