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Oracle Siebel CRM 8 Developer's Handbook

By : Alexander Hansal
Book Image

Oracle Siebel CRM 8 Developer's Handbook

By: Alexander Hansal

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Oracle Siebel CRM 8 Developer's Handbook
Alexander Hansal
Apr, 2011 | 576 pages
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Table of Contents (33 chapters)
Oracle Siebel CRM 8 Developer's Handbook
Oracle Siebel CRM 8 Developer's Handbook
Credits
Credits
About the Author
About the Author
About the Reviewer
About the Reviewer
www.PacktPub.com
www.PacktPub.com
Preface
Preface
Free Chapter
1
Siebel Tools and the Siebel Repository
Siebel Tools and the Siebel Repository
Siebel Tools user interface
Siebel Repository metadata
Summary
2
Developer Tasks
Developer Tasks
Initializing the local database
Getting object definitions from the server database
Projects and objects
Siebel Tools Options
The development process
Local locking and prototyping
Archiving object definitions
Importing archived object definitions
Comparing object definitions
Searching the Siebel Repository
Integrating external source control systems
Automating developer tasks using command line options
Keeping the upgrade in mind
Summary
3
Case Study Introduction
Case Study Introduction
Background of All Hardware (AHA)
Description of AHA's business processes
Requirements for AHA
Summary
4
Symbolic Strings
Symbolic Strings
Understanding symbolic strings
Creating and using symbolic strings
Using message categories
Localizing Siebel applications
Summary
5
Creating and Configuring Applets
Creating and Configuring Applets
Understanding applets and web templates
Creating and modifying form applets
Creating and modifying list applets
Other applet types
Summary
6
Views and Screens
Views and Screens
Understanding views and screens
Creating and modifying views
Adding a view to a screen
Registering a new view
Summary
7
Business Components and Fields
Business Components and Fields
Understanding business components
Creating joins and fields
Controlling field level behavior
Controlling business component behavior
Summary
8
The Data Layer
The Data Layer
Understanding tables, columns, and indexes
Considerations for custom schema changes
Using preconfigured extension tables
Creating custom columns
Creating custom indexes
Creating custom tables
Applying schema changes to local and server databases
Summary
9
Business Objects and Links
Business Objects and Links
Understanding business objects and links
Creating a child business component on a 1:M extension table
Case study example: Creating links
Case study example: Configuring business objects
Summary
10
Pick Lists
Pick Lists
Understanding pick lists
Case study example: Creating a new static pick list for an existing field
Administering the list of values table
Case study example: Creating dynamic pick lists
Case study example: Reusing existing pick lists
Case study example: Creating pick applets
Case study example: Testing pick list configurations
Constrained and hierarchical pick lists
Summary
11
Multi Value Fields
Multi Value Fields
Understanding multi value fields
Creating multi value fields using the MVG wizard
Case study example: Creating multi value group (MVG) and association list applets
Summary
12
Configuring Access Control
Configuring Access Control
Understanding Siebel access control
Configuring view properties for Siebel access control
Defining business component view modes
Configuring additional object types for access control
Summary
13
User Properties
User Properties
Understanding user properties
Business component and field user properties
Applet, control, and list column user properties
View user properties
Summary
14
Configuring Navigation
Configuring Navigation
Understanding drilldown objects
Creating static drilldowns
Creating dynamic drilldowns
Configuring the thread bar
Configuring toggle applets
Summary
15
Customizing the Look and Feel of Siebel Applications
Customizing the Look and Feel of Siebel Applications
Understanding Siebel web templates
Considerations for customizing the look and feel of Siebel applications
Creating custom web templates
Customizing web pages
Customizing style sheets
Configuring bitmaps and icon maps
Case study example: Using an icon map
Case study example: Replacing the application logo
Summary
16
Menus and Buttons
Menus and Buttons
Understanding the Siebel event framework
Creating applet buttons
Configuring command objects
Case study example: Configuring application menu items
Case study example: Configuring toolbar buttons
Case study example: Configuring applet menu items
Summary
17
Business Services
Business Services
Understanding business services
Preconfigured business services
Testing business services
Case study example: Invoking a business service method from a runtime event
Summary
18
Supporting Integration Interfaces
Supporting Integration Interfaces
Understanding integration objects
Creating internal integration objects
Defining integration component keys
Testing integration objects
Advanced settings for integration objects
Summary
19
Siebel Workflow
Siebel Workflow
Understanding Siebel Workflow
Designing and creating workflow processes
Simulating and testing workflow processes
Publishing, activating, and managing workflow processes
Invoking workflow processes
Case study example: Defining runtime events
Case study example: Decision steps and Siebel operations
Summary
20
Advanced Siebel Workflow Topics
Advanced Siebel Workflow Topics
Exception handling in workflow processes
Subprocesses
Loops and iterations
Advanced workflow techniques
Summary
21
Siebel Task User Interface
Siebel Task User Interface
Understanding the Siebel Task UI
Case study example: Supporting a business process with Task UI
Publishing, activating, and administering tasks
Testing and debugging tasks
Using applet messages
Summary
22
Extending Siebel CRM Functionality with eScript
Extending Siebel CRM Functionality with eScript
Introduction to Siebel scripting
When to use Siebel scripting
Creating a custom business service
Declaring business service methods and arguments
Testing and debugging scripts
Summary
23
Advanced Scripting Techniques
Advanced Scripting Techniques
Browser scripting
Using translatable messages
Tracing
Performance profiling
Summary
24
Deploying Configuration Changes between Environments
Deploying Configuration Changes between Environments
Repository migration
Exporting and importing repository data
Exporting and importing administrative data
Application Deployment Manager (ADM) overview
Summary
Installing a Siebel CRM Self-Study Environment
Installing a Siebel CRM Self-Study Environment
Hardware requirements
Third-party software requirements
Downloading and extracting Siebel CRM software installers
Installing Siebel CRM client software
Importing Code Files
Importing Code Files
Importing Siebel Tools archive files (SIF)
Importing administrative data files
More Information
More Information
Getting trained
Finding information

Installing Siebel CRM client software

The installation process for a self-study environment is as follows:

  • Install the Siebel Mobile Web Client

  • Install the Siebel Sample Database

  • Install Siebel Tools

  • Configure Siebel Tools to connect to the sample database

  • Download the Demo Users Reference

Installing the Siebel Mobile Web Client

The following procedure describes how to install the Siebel Mobile Web Client. The Windows user account used during this installation must have administrative rights:

Step

Description

Tasks and Example Values

1

Start the Oracle Universal Installer

Double-click the oui.exe file in the Siebel_Web_Client/Disk1/install folder.

2

The Welcome dialog is displayed

Click Next.

3

Specify the home directory

Example: C:\Siebel\8.1\Client_1 (default value).

Click Next.

4

Prerequisite checks

The installer performs checks for prerequisite checks. Verify that all checks are passed successfully.

Click Next.

5

Select Languages

Select English.

Click Next.

6

Welcome to Siebel Business Applications Client Setup

Click Next.

7

Type of Client

Select "Mobile Web Client".

Click Next.

8

Siebel Remote Server hostname

Keep the default value.

Click Next.

9

Search Server Information

Keep the default values.

Click Next.

10

Summary

Review the summary information.

Click Install.

11

The installation progress is displayed

 

12

Microsoft Internet Explorer is launched

The browser loads the predeploy.htm file in the client's bin directory to load the preconfigured ActiveX controls.

When the page displays The download is complete... the browser window must be closed to continue with the installation.

13

The installation process continues

 

14

Success Message

Click Exit and Yes to leave the installer.

Installing the Siebel sample database

The following procedure describes how to install the Siebel Sample Database. The installation path must be set to the folder where the Siebel Mobile Web Client has been installed previously:

Step

Description

Tasks and Example Values

1

Start the InstallShield Wizard.

Double-click the install.exe file in the Siebel_Sample_Database folder.

2

Choose Setup Language

Example: English.

Click OK.

3

The Welcome dialog is displayed

Click Next.

4

Setup Type

Select Custom.

In the Destination Folder section, click Browse... and navigate to the Siebel client installation directory.

Click Next.

5

Select Components

Keep Sample Files selected.

Unselect Sample Search Index.

Click Next.

6

Choose Languages

Select English (American).

Click Next.

7

Select Program Folder

Keep the default.

Click Next.

8

Installation progress is displayed

Leave the installer window open and wait for the process to finish.

9

Event Log

Summary information is displayed.

Click Next.

10

The wizard displays successful completion

Click Finish.

Installing Siebel Tools

The following procedure describes how to install Siebel Tools.

Step

Description

Tasks and Example Values

1

Start the Oracle Universal Installer.

Double-click the oui.exe file in the Siebel_Tools/Disk1/install folder.

2

The Welcome dialog is displayed.

Click Next.

3

Select a Product to install

Select Siebel Business Application Tools.

Click Next.

4

Specify the home directory

Example: C:\Siebel\8.1\Tools_1 (default value).

Click Next.

5

Prerequisite checks

The installer performs checks for prerequisite checks. Verify that all checks are passed successfully.

Click Next.

6

Select Languages

Select English.

Click Next.

7

Siebel Database Server

Select Oracle Database Server.

Click Next.

8

Database Identification

Database Alias: orcl

Table Owner: SIEBEL

Click Next.

9

File System

Directory Path Example:

C:\Siebel\8.1\Client_1\SAMPLE\FILES

Click Next.

10

Siebel Remote Server hostname

Keep the default

Click Next.

11

Enterprise Server Information

Gateway Name Server address: localhost.

Enterprise Server: Siebel

Click Next.

12

Summary

Review the summary information.

Click Install.

13

The installation progress is displayed

 

14

Success Message

Click Exit and Yes to leave the installer.

Configuring Siebel Tools to connect to the sample database

The following procedure must be followed to allow Siebel Tools to connect to the Siebel Sample Database:

  1. 1. Use Windows Explorer to navigate to the Siebel Mobile Web Client installation directory.

  2. 2. Open the uagent.cfg file in the client's BIN\ENU directory with Notepad.

  3. 3. Copy the value of the ConnectString parameter in the [Sample] section of the uagent.cfg file to the clipboard.

  4. 4. Navigate to the Siebel Tools installation directory.

  5. 5. Open the tools.cfg file in the Siebel Tools BIN\ENU directory with Notepad.

  6. 6. Overwrite the value of the ConnectString parameter in the [Sample] section of the tools.cfg file with the value you copied in step 3.

  7. 7. Save and close all files.

Using the Demo Users Reference

The Demo Users Reference document in the Siebel Bookshelf (http://download.oracle.com/docs/cd/E14004_01/books/DemoUser/DemoUserTOC.html) can be used to find demo user accounts with different roles, which may be useful during exploration of standard Siebel CRM functionality.

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