Siebel Systems, Inc. Siebel 7 Essentials Student Guide, Volume 1 Version 7.0
November 2001
Part # 10PO2-PLT01-07000
10PO2-PLT01-07000 Copyright © 2001 Siebel Systems, Inc., 2207 Bridgepoint Parkway, San Mateo, CA 94404. All rights reserved. No part of this publication may be stored in a retrieval system, transmitted, or reproduced in any way, including but not limited to photocopy, photographic, magnetic, or other record, without the prior agreement and written permission of Siebel Systems, Inc. Siebel Systems, Inc. considers information included in this document to be Confidential and Proprietary. Your access to and use of this Confidential and Proprietary Information is subject to the terms and conditions of the Siebel License Agreement or Non-Disclosure Agreement which has been executed and with which you agree to comply.
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Technical Training from Siebel University Instructor-Led Training Siebel University offers instructor-led courses and workshops on core Siebel architecture, functions, and enabling technologies, in our Learning Centers or on-site at your company. Instructor-led training sessions are conducted by instructors who have both a practical and a theoretical command of the subject matter they teach. Lectures and demonstrations are reinforced by hands-on labs, discussions, and question-and-answer sessions for maximum understanding and retention. Siebel 7 Essentials
Installing and Extending Siebel Analytics 7
Siebel 7 Core Consultant Course
Creating Siebel 7 Reports
Siebel 7 Requirements Mapping
Siebel 7 Migration Training Workshop
Siebel eBusiness Application Integration 7
Siebel eRoadmap Workshop
Configuring Siebel Marketing 7
Getting Started Workshop
Siebel Interactive Selling Suite 7: ServerBased Implementation
Siebel Employee Relationship Management 7 Workshop
Siebel Interactive Selling Suite 7: BrowserBased Implementation
Key Success Factors for Siebel Implementations Workshop
Web-Based Training Siebel University offers Web-based courses covering the complete line of Siebel eBusiness Applications. This technology-enabled training is self-paced, interactive, and involves the use of training products that are Internet, CD-ROM, and intranet playable. These CD-ROM-based and Webbased products, available 24x7, feature modular design for effective learning, easy navigation, and searchable topics. Course Types: a wide variety of Web-based training divided into three types: Functional
Technical
Selling topics
Course Subjects: Web-based courses cover the following training subjects: Components of Siebel eBusiness Applications
Siebel Industry applications
Siebel Horizontal applications
Siebel software migration
Technical topics
Navigation
For more information about Siebel Technical Education classes: http://siebeluniversity.siebel.com
Siebel End User Education Uniquely Qualified to Train Siebel End Users Siebel End User Education focuses exclusively on providing process-based education for Siebel eBusiness Applications. Our global team of consultants blends the right mix of technology and human interaction to generate interactive training solutions that accommodate all types of end users on all tiers of the organizational hierarchy. These solutions may include one or a variety of the following: Consultative analysis and reviews Targeted training courseware Instructor-led classes Self-paced study Distance learning Performance support systems No other education consulting team focuses 100% of their efforts on Siebel eBusiness Applications like Siebel End User Education. Our consultants have extensive industry experience, participate in on-going training and certification on all Siebel eBusiness Applications, and possess advanced business skills. In addition, Siebel Consultants have the advantage of working closely with internal and external resources throughout Siebel Systems and its integration partners. Our global presence enables us to deliver solutions in many languages, including most European and Asian languages. For those customers who intend to use an internal training team, we will work with that team to provide the Siebel eBusiness Application expertise and support they need during and beyond the rollout. Flexible Education Solutions Siebel End User training reaches beyond instruction of technical components and complex concepts. It bridges the gap between old and new processes. End users need to know more than how Siebel eBusiness Applications work; they need to know how it will affect them in accomplishing their job responsibilities. Siebel End User Education has developed three distinct domains to categorize the flexible education solutions that ensure optimal end-user deployments targeted to the customer’s unique requirements and environment. Transition: our innovative consultative services, like change communication and readiness, that assist our customers in better planning and communicating a Siebel eBusiness Application deployment. Deployment: the development and delivery of training rollouts for both enterprise and midmarket customers, whether it is to end users or a customer's internal team of trainers. eLearning: the customized multimedia solutions used for self-paced learning, process validation, and training support. The process-oriented services we provide stem from a solid foundation of core skills in development and delivery. Using this foundation, we cultivate the most appropriate, flexible solution that supports our customers’ values yet inspires their end users in a way no other training experience has in the past.
For more information about Siebel End User Education: http://siebeluniversity.siebel.com
Siebel 7 Essentials
Table of Contents Volume 1 Foundations Module i:
Siebel 7 Essentials Training
Module 1:
Introducing Siebel eBusiness Applications
Module 2:
Using the Siebel Client
Module 3:
Organizing Data Behind the User Interface
Architecture and Installation Module 4:
Exploring the Siebel Architecture
Module 5:
How Clients Access Siebel Data
Module 6:
Installing Siebel Software
Module 7:
Server Administration
Access Control and Organization Setup Module 8:
Access Control and Views
Module 9:
Access Control and Data
Module 10:
Access Control and View Types
Module 11:
Creating an Organization
Module 12:
Authenticating Users
Exploring Siebel Applications Module 13:
Understanding Object Definitions Behind a Siebel Application
Module 14:
Using Siebel Tools to Examine Object Definitions
Module 15:
Understanding the Siebel Data Model
Module 16:
The Siebel Data Model: Party Business Components
Configuration Module 17:
The Configuration Process
Module 18:
Managing Object Definitions
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Volume 2 Configuration, Continued Module 19:
Editing and Compiling Object Definitions
Module 20:
Understanding Siebel Template Files
Module 21:
Configuring Applications and Screens
Module 22:
Configuring Views
Module 23:
Configuring List Applets
Module 24:
Configuring Form Applets
Module 25:
Understanding Business Components and Joins
Module 26:
Business Components and Joins: Party Extension Tables
Module 27:
Understanding Business Objects and Links
Module 28:
Configuring Business Components and Fields
Module 29:
Creating a New BC Using the Standard 1:M Extension Table
Module 30:
Configuring Navigation
Module 31:
Extending the Database
Module 32:
Configuring Picklists
Module 33:
Configuring Multi-Value Groups
Module 34:
Configuring Access Control
Module 35:
Localizing an Application
Module 36:
Configuration Guidelines Volume 3
Data Loads Module 37:
Introducing Enterprise Integration Manager
Module 38:
Data Mapping
Module 39:
Invoking Enterprise Integration Manager
Module 40:
Setting Enterprise Integration Manager Options
Module 41:
Access Control and Access Groups
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Business Process Automation Module 42:
Introducing Siebel Workflow
Module 43:
Invoking Workflow Processes
Module 44:
Additional Workflow Topics
Module 45:
Introducing Assignment Manager
Module 46:
Creating Sales Assignment Rules
Module 47:
Creating Service Assignment Rules
Module 48:
Invoking Assignment Manager
Module 49:
Personalizing View and Applet Access
Module 50:
Personalizing Content and Behavior
Deployment Module 51:
Using Siebel Remote to Support Mobile Clients
Module 52:
Additional Siebel Remote Topics
Module 53:
Migrating Data Between Environments
Conclusion Module 54:
Final Words
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Siebel Technical Training Siebel 7 Essentials Version Version 7.0 7.0 November November 2001 2001
®
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Module i: Siebel 7 Essentials Training
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Module Objectives
This module provides an introduction to the: ` Instructor and fellow students (class participants) ` Training site ` Course materials, goals, audience, methodology, objectives, and agenda Why you need to know
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Introductions and Expectations
Who are you? ` Name ` Company ` Role
What is your prior experience? ` Siebel eBusiness applications ` Relational database ` Programming
How do you expect to benefit from this course?
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Training Site Information
Bathrooms
Class duration and breaks
Telephones
Meals and refreshments
Fire Exits
Questions?
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Course Materials
Student Guide ` All slides presented during lecture
Lab Guide ` Hands-on lab exercises and solutions
Media ` ` ` `
Navigating Siebel 7 Applications CD-ROM Siebel 7 Call Center Fundamentals CD-ROM Siebel 7 Application Administration CD-ROM Bookshelf for Siebel 7 Applications CD-ROM
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Course Objectives
In this course, you will learn how to: ` ` ` ` ` ` ` ` ` `
Navigate the Siebel eBusiness user interface Describe the Siebel eBusiness architecture Install Siebel eBusiness software to set up your enterprise Control access to Siebel applications and data Define your organization structure Configure and localize a Siebel eBusiness application Load data into the Siebel database Automate business rules in your Siebel eBusiness application Support mobile clients Migrate data between environments
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Course Audience
This course is designed for: ` ` ` `
Application Developers System Architects and Configurators Database Administrators Systems Administrators
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Course Methodology
Subject matter will be delivered via: ` ` ` `
Lecture and slide presentations Software demonstrations Class discussions Hands-on labs
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Overview of Course Flow 1. Foundations
2. Architecture and Installation
3. Access Control and Organization Setup
4. Exploring Siebel Applications
5. Configuration
6. Data Loads
7. Business Process Automation
8. Deployment
9. Conclusion
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Agenda
Foundations ` 1: Introducing Siebel eBusiness Applications ` 2: Using the Siebel Client ` 3: Organizing Data Behind the User Interface
Architecture and Installation ` ` ` `
4: Exploring the Siebel Architecture 5: How Clients Access Siebel Data 6: Installing Siebel Software 7: Server Administration
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Agenda Continued
Access Control and Organization Setup ` ` ` ` `
8: Access Control and Views 9: Access Control and Data 10: Access Control and View Types 11: Creating an Organization 12: Authenticating Users
Exploring Siebel Applications ` ` ` `
13: Understanding Object Definitions Behind a Siebel Application 14: Using Siebel Tools to Examine Object Definitions 15: Understanding the Siebel Data Model 16: The Siebel Data Model: Party Business Components
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Agenda Continued
Configuration ` ` ` ` ` ` ` ` ` `
17: The Configuration Process 18: Managing Object Definitions 19: Editing and Compiling Object Definitions 20: Understanding Siebel Template Files 21: Configuring Applications and Screens 22: Configuring Views 23: Configuring List Applets 24: Configuring Form Applets 25: Understanding Business Components and Joins 26: Business Components and Joins: Party Extension Tables
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Agenda Continued
Configuration Continued ` ` ` ` ` ` ` ` ` `
27: Understanding Business Objects and Links 28: Configuring Business Components and Fields 29: Creating a New BC Using the Standard 1:M Extension Table 30: Configuring Navigation 31: Extending the Database 32: Configuring Picklists 33: Configuring Multi-Value Groups 34: Configuring Access Control 35: Localizing an Application 36: Configuration Guidelines
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Agenda Continued
Data Loads ` ` ` ` `
37: Introducing Enterprise Integration Manager (EIM) 38: Data Mapping 39: Invoking Enterprise Integration Manager 40: Setting Enterprise Integration Manager Options 41: Access Control and Access Groups
Business Process Automation ` ` ` ` `
42: Introducing Siebel Workflow 43: Invoking Workflow Processes 44: Additional Workflow Topics 45: Introducing Assignment Manager 46: Creating Sales Assignment Rules
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Agenda Continued
Business Process Automation Continued ` ` ` `
47: Creating Service Assignment Rules 48: Invoking Assignment Manager 49: Personalizing View and Applet Access 50: Personalizing Content and Behavior
Deployment ` 51: Using Siebel Remote to Support Mobile Clients ` 52: Additional Siebel Remote Topics ` 53: Migrating Data Between Environments
Conclusion ` 54: Final Words
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Summary
This module provides an introduction to the: ` Instructor and fellow students (class participants) ` Training site ` Course materials, goals, audience, methodology, objectives, and agenda
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Introducing Siebel eBusiness Applications
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Module 1: Introducing Siebel eBusiness Applications
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Module Objectives
After completing this module you will be able to: ` Describe standard Siebel terminology and user interface behavior ` Describe Siebel employee, customer, and partner applications ` Describe standard features that can be changed
Why you need to know ` You will work with employee and customer applications throughout this course ` Introducing Siebel eBusiness Applications and functionality provides context for the rest of the course
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Siebel eBusiness Enterprise An integrated product suite that helps manage customer relationships Built on a common architecture
1
Industry Applications Siebel eFinance Siebel eInsurance Siebel eHealthcare Siebel eCommunications Customer Applications A Siebel eMarketing Siebel eService Siebel eSales Siebel Interactive Selling Suite (ISS)
Siebel eAutomotive Siebel eEnergy Siebel ePharma Siebel ePublic Sector
For complete listing, see Siebel Bookshelf or www.siebel.com
Employee Applications Siebel Call Center Siebel Handheld Siebel Service Siebel Wireless Siebel Sales Siebel Voice Siebel Field Service Partner Applications Siebel eChannel
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Siebel MidMarket Edition (MME) Designed for companies with fewer than 100 users An integrated product suite that helps manage customer relationships
Industry Applications Siebel eFinance, MidMarket Edition Siebel eInsurance, MidMarket Edition Siebel eHealthcare, MidMarket Edition Customer Applications Siebel eCustomer, MidMarket Edition Siebel eSales,MidMarket Edition Siebel eService, MidMarket Edition
Employee Applications Siebel Call Center, MidMarket Edition Siebel Sales, MidMarket Edition Siebel Service, MidMarket Edition
Partner Applications Siebel eChannel, MidMarket Edition
Siebel eBusiness Architecture
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MME is a product line optimized to meet the fundamental eBusiness needs of most mid-sized companies. It is designed to provide basic sales and service functionality. In general, MidMarket Edition has a much simpler feature set than the Enterprise offering. The technical features not built into the MidMarket Edition are those typically required by large organizations, including UNIX support, server-to-server replication, advanced database extensibility, and advanced Assignment Manager functionality. MidMarket Edition is built upon Siebel's Web-based architecture and shares the same look and feel of Siebel Enterprise. Technical differences relevant to material covered in this course will be pointed out as appropriate. For a detailed comparison, please refer to Siebel SupportWeb.
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Business Entities
Siebel eBusiness Applications use entities to manage business relationships, for example ` ` ` ` ` `
Accounts Opportunities Contacts Service Requests Activities Assets
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Entity
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A business entity is something in the real world in which we have a business interest.
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Account Is a business external to your company Represents a current or potential client, a business partner, or a competitor
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Opportunity Is a potential revenue-generating event Has the following characteristics
` ` ` `
1
Possible association with an account Potential revenue Probability of completion Close date
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Contact Is a person with whom you do business Has the following characteristics
` Name ` Job title ` Email address
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Service Request Is a request from a customer for information or assistance with a problem related to products or services purchased from your company Has the following characteristics
` Status ` Severity ` Priority
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Activity Is a specific task or event to be completed Has the following characteristics
` Start date and due date ` Priority ` Assigned to specific employees for completion
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Asset Is an instance of a purchased product Has the following characteristics
1
` Asset number ` Product and part number ` Status
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Types of Applications
Employee ` Internal application used by employees and partners ` Examples: Siebel Sales, Siebel Call Center, eFinance
Customer ` External application used by customers ` Examples: Siebel eService, Siebel eSales, Siebel eMarketing
Partner ` External application used by employees and partners ` Example: Siebel eChannel
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Partners
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There are two types: Alliance Partners are partners who team with Siebel Systems in the market. Channel Partners are partners authorized to resell Siebel eBusiness Applications.
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Types of User Interfaces (UI)
High interactivity ` Available for employee applications, supporting highly interactive enterprise users ` Requires Internet Explorer 5 or higher
Standard interactivity ` Available for customer applications ` Behaves like traditional Web applications, requiring frequent page refreshes
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High Interactivity
Available only with Siebel employee applications in the Siebel 7 release. High interactivity relies on Java, JavaScript, and LiveConnect support from the browser. It also requires JavaScript 1.2 Document Object Model (DOM) technology and HTML frame support from the browser.
Standard Interactivity
Available for customer applications, when the Web user’s browser is unknown.
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Benefits of High Interactivity UI
Reduces number of page refreshes ` User downloads complete HTML page initially ` Subsequent round trips fetch data required to update page
Saves data implicitly by stepping off record ` No need to click Save button
Supports highly interactive graphical UI elements ` Flowcharts, organization charts, interactive toolbars
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Differences Between High and Standard Interactivity
The following features are supported only by high interactivity ` Client-side scripting
With access to Siebel objects on the client side
` Interactive controls
Calculator, calendar date/time selector
` Keyboard shortcuts
For frequently used commands
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Client-side Scripting
Using Siebel objects, customers can build sophisticated data validation logic on the client side to further reduce the number of page refreshes needed for high interactivity applications.
Interactive Controls
These provide customers with added flexibility to design and customize their applications.
Keyboard Shortcuts
Allow employees to speed up routine tasks and thereby improve their productivity.
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Employee Application: Siebel Sales
Siebel Sales allows your sales force to manage accounts, sales opportunities, and contacts
Personalized content
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Reference
Siebel 7 Essentials
For more information on Siebel Sales, go to www.siebel.com.
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Employee Application: Siebel Call Center
Siebel Call Center allows your agents to coordinate and manage all customer interactions
1
Click menu button for more commands
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Reference
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For more information on Siebel Call Center, go to www.siebel.com.
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Customer Application: Siebel eService
Siebel eService allows your customers to receive self-service and assisted service over the Web
Frequently asked questions allow customer self-service Module 1: Introducing Siebel eBusiness Applications
Reference
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For more information on Siebel eService, go to www.siebel.com.
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Customer Application: Siebel eSales
Siebel eSales allows your customers to purchase products over the Web
Shopping cart Browse products
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Reference
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For more information on Siebel eSales, go to www.siebel.com.
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Partner Application: Siebel eChannel
Siebel eChannel allows companies and their partners to work together to market and sell to, service, and retain customers
Recommended items
Company news
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Reference
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For more information on Siebel eChannel, go to www.siebel.com.
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Applications Used in This Course
Siebel Call Center and Siebel eService are used during this course ` Technology learned here applies to all Siebel applications
For information on all other Siebel eBusiness Applications, see ` Siebel Bookshelf ` www.siebel.com
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Standard Siebel Application Functionality demonstrated so far is standard and prebuilt Data presented in the UI is stored in a database
Siebel Database
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Changing the Standard Application Standard Siebel applications can be changed to meet your business requirements In this course, you will configure Siebel Call Center and Siebel eService to change some prebuilt functionality, for example:
` ` ` ` ` ` `
Change drilldowns and navigation Extend database to store new fields Display new fields in Siebel views Create new list and forms Create entities to manage your business Create picklists to control field values Change list and column names
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Benefits of Deploying Siebel Applications
Applications are integrated, so they can work separately or together ` Integrated applications access a common Siebel database
All Siebel eBusiness Applications are built on a common architecture
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Introducing Siebel eBusiness Applications
1.25
Summary
This module showed you how to: ` Describe standard Siebel terminology and user interface behavior ` Describe Siebel employee, customer, and partner applications ` Describe standard features that can be changed
Module 1: Introducing Siebel eBusiness Applications
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Introducing Siebel eBusiness Applications
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Using the Siebel Client
2.1
2 Module 2: Using the Siebel Client
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Using the Siebel Client
2.2
Module Objectives
After completing this module you will be able to: ` Use the Siebel user interface (UI)
Why you need to know ` Understanding the UI enables you to effectively use Siebel applications ` Knowledge of standard application features provides context for configuration later in the course
Module 2: Using the Siebel Client
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Using the Siebel Client
2.3
Home Page
Logging in to a Siebel application displays a home page Application-level menu
2
Frequently used screens Personalized content based on login
Drill down on hyperlink for more detail
Module 2: Using the Siebel Client
Home Page
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This is an example of a typical home page for a Siebel employee application.
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Using the Siebel Client
2.4
Navigating the UI Clicking on different UI elements navigates to different data
Screen tabs Show drop-down
Selected record List
View tabs Form
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Screens
Clicking a screen tab navigates to a functional area of the application, such as accounts, contacts, service requests, assets, campaigns, and so on. Screen tabs indicate the most commonly used screens. To access all available screens in the application, use the application-level menu and select ViewÆSite Map.
Show Drop-Down
Clicking here will show a subset of data for the functional application area.
View Tab
Clicking a view tab shows data related to the selected record. For example, clicking the view tab Account Team will show the account team for the account Perrier Group of America.
Selected Record
The selected record in a list is highlighted with a contrasting color.
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Using the Siebel Client
2.5
Screens and Views
Screens and views show business entities and related data Accounts screen
2
Indicates the subset of account data displayed in list
List
Subsets of account data that can be displayed Form
Module 2: Using the Siebel Client
Show Drop-Down
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Shows a subset of data for the functional application area. Click a selection in the drop-down list to navigate to a different subset of data.
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Using the Siebel Client
2.6
Navigating Through Lists and Forms
Use next or previous record set buttons or menu button
Click menu button to navigate to first or last records in list
Navigate through records in a list
Navigate to next record or previous record in a form
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First Record
Selecting First Record in the menu will navigate to the first record in the list.
Last Record
Selecting Last Record will navigate to the last record in the list.
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Using the Siebel Client
2.7
Drilling Down for More Information
Drill down on hyperlink to see more information
2
1. Clicking account hyperlink…
2. …presents account and contact data
Module 2: Using the Siebel Client
Hyperlinks
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Hyperlinks can be configured using Siebel Tools.
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Using the Siebel Client
2.8
Navigating Through Views and Screens
Back and forward arrows
History drop-down Select from drop-down list to navigate to previous screens and views
Use arrows to navigate to previous screens and views
Current view is at top of list
Thread bar
Click on hyperlink to navigate to previous view Module 2: Using the Siebel Client
Current view 8 of 25
Back and Forward Arrows
These are the arrows available for navigation in the Siebel application. Do not confuse them with the browser back and forward arrows, as behavior is very different.
Thread Bar
The thread bar shows your: • Location among screens and views • Path as you drill down on a record
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Using the Siebel Client
2.9
Working with Data in the UI
There are several mechanisms for working with data, such as: ` ` ` ` ` ` ` `
Application-level menu Menu buttons Creating and modifying data Picklists and multi-value groups Queries Favorites Sorting Keyboard accelerators
Module 2: Using the Siebel Client
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Using the Siebel Client
2.10
Application-Level Menu
This menu applies to the entire application and shows available actions
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Menu Items
Menu items might vary depending on the Siebel application you are using. These menu items are available in the standard Siebel Call Center application.
High Interactivity UI
The application-level menu is available only in the high interactivity interface.
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Using the Siebel Client
2.11
Using Menu Buttons
Menu buttons show available actions for lists and forms Click to show menu for Opportunities list
2
Click to show menu for Opportunity form
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Menu Button
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The menu button displays a menu of actions available for the list or form. Notice that some of these actions are also available from the applicationlevel menu. The menu button is available only in the high interactivity interface.
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Using the Siebel Client
2.12
Creating Data
Click menu button or New to create a new record Click New to create new record Red asterisk signifies required field
Click menu button, then select New Record
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Creating New Record
Clicking the New button or choosing New Record in the menu renders the same results in the UI. A field with an asterisk means it is a required field for the record.
Undo and Delete Record
If a record cannot be undone or deleted, the actions will be grayed out and unavailable to the user.
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Using the Siebel Client
2.13
Modifying and Saving Data
Modify data ` Select record field in the list or form, and change it
Save data implicitly ` Click off the record in a list or the field in a form to commit it to the database ` Available in high interactivity interface
Save data explicitly ` Click Save to commit the record to the database ` Available in standard and high interactivity interfaces
Explicit save
Module 2: Using the Siebel Client
Save Button
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The presence of the Save button does not negate the implicit record-level commit described above.
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Using the Siebel Client
2.14
Using Picklists and Multi-Value Groups Drop-down arrow
Picklist ` Select a single value for a field in a record Select an Account Type for the account
Multi-value group (MVG) ` Associate one or more values to a field in a record Associate members to the account team
Select button 14 of 25
Module 2: Using the Siebel Client
More Examples of MVGs
• Multiple addresses can be associated to an account • Sales teams can be made up of many team members • An opportunity can have multiple sources, such as phone call, trade show, or conference • Multiple employees can be assigned to an activity
Drop-Down Arrow
The drop-down arrow indicates that data can be selected from an available source, such as a picklist, calendar, or calculator.
Select Button
Clicking the select button in a field accesses a dialog box, which provides a list of records from which to select.
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Using the Siebel Client
2.15
Querying for Data
Use a query to retrieve specific data 2. Enter criteria in appropriate fields
2
1. Select New Query 4. Query returns all records matching the criteria 3. Select Run Query 15 of 25
Module 2: Using the Siebel Client
What is a Query?
A query retrieves information from a database, allowing you to: • Locate one or more records that meet specific criteria • Create a subset of data for viewing and reporting • Refresh the view to updated information
Query by Example (QBE)
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Siebel eBusiness Applications support QBE, which helps you quickly and easily find the information you are looking for.
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Using the Siebel Client
2.16
Query Operators
Wildcards (asterisks) can be used to search for multiple characters, for example ` Ma* will find Madrid, but not San Mateo ` *Ma* will find Madrid and San Mateo ` * cannot be used in date or numeric fields
0 will start automatically when the Siebel Server is started. Navigate to Server Administration ÆEnterprise ConfigurationÆComponent Definitions to view or modify component parameters.
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Server Administration
7.18
Interactive Components
The task runs in response to client requests ` No need to manually start
The task stops when the client disconnects Examples
Subset of Remote component group
Subset of System Management component group
Subset of Siebel Call Center component group Module 7: Server Administration
Run Mode
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To determine the run mode for a component, navigate to Server AdministrationÆEnterprise ConfigurationÆEnterprise Component Groups.
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Server Administration
7.19
Component States
A server component may be in one of five states State
Description
Online
Tasks are currently not running for the assigned component, but new tasks can be started.
Running
Tasks are currently running for the assigned component on the Siebel Server, and new tasks are allowed to start.
Offline Shutdown
Currently running tasks continue to run, but new tasks cannot be started for the component. No processes are running for the component, and new tasks cannot be started.
Unavailable Multi-threaded components that should be running are not, indicating a run-time error.
Module 7: Server Administration
Unavailable State
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When enabled multi-threaded components are unavailable, this indicates a run-time error. Check the log files on the Siebel Server to troubleshoot the problem.
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Server Administration
7.20
Managing a Component
Navigate to Server AdministrationÆServersÆServer Components to change a server component state
Select the component …
Module 7: Server Administration
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… and click the appropriate action
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Server Administration
7.21
Starting a Batch Task
Navigate to Server AdministrationÆEnterprise OperationsÆ Component Requests
1. Create new request and select component
2. Modify parameters Module 7: Server Administration
Component/Job
3. Submit request 21 of 27
This list is populated when the batch components are synchronized on the Siebel Server.
Parameters
Parameters set at the task level override the same parameters set at other levels.
Submit Request
Click the menu button in the Component Requests form and then select Submit request.
Command Line
Batch tasks can also be started using server manager from the command line.
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Server Administration
7.22
Starting a Background Task
Via the UI ` Tasks with the parameter Default Tasks > 0 will start automatically upon Siebel Server startup Example: Transaction Router will automatically start on the server
Using the command line ` Example: Start a Workflow Monitor Agent task
Component alias
Siebel Server
Module 7: Server Administration
Reference
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Parameters
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Siebel Server Administration Guide
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Server Administration
7.23
Monitoring a Task
A task updates its state during execution ` Can be in one of the following states State Starting up
Description Indicates that the task has been started
Running
Indicates that the task is executing normally
Paused
Indicates that the task has been temporarily placed in a suspended state
Shutting Down Completed Exited with Error Killed
Indicates that the task has been instructed to stop, or the component or server is being shut down Indicates that the task ran to completion and exited normally Indicates that the task encountered an error during its processing and exited Indicates that the process was not able to shut down cleanly, and had to be forced to shutdown
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Task State
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The task state can be seen in the UI, in any of the following views: Enterprise Task, Server Tasks and Tasks. The task state can also be determined from the command line: Srvrmgr> list state values for task
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Server Administration
7.24
Viewing Task Information Each task creates a log of its execution View log via UI by drilling down on task number
Drill down on task number …
… to view Task Info Log
Module 7: Server Administration
Event Logging
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Event logging writes events to the log file based on the log level for each event type. Events are logged at the server and component level. For more information on configuring server events and component events, see the Siebel Server Administration Guide.
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Server Administration
7.25
Viewing Task Information Continued
View log file on the Siebel Server Note the task number
View file in /log directory
Module 7: Server Administration
Log Files
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In Windows environments, the log files are stored in: /siebsrvr/log
7
In UNIX environments, log files are stored in: /enterprises//server/log
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Server Administration
7.26
Summary
This module showed you how to: ` Use Server Manager to administer your Siebel Enterprise
Module 7: Server Administration
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Server Administration
7.27
Lab
In the lab you will: ` ` ` `
Enable server components Synchronize batch components Start a task and view its log Use command-line Server Manager
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Server Administration
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7.28
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Access Control and Views
8.1
Module 8: Access Control and Views
8
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Access Control and Views
8.2
Module Objectives
After completing this module you will be able to: ` Describe Access Control for Siebel eBusiness Applications ` Describe the difference between view level Access Control and data level Access Control ` Identify the access control mechanisms used to restrict access to views in Siebel eBusiness Applications ` Describe the relationships between views, users, and responsibilities
Why you need to know ` To effectively use Siebel eBusiness Applications, you need to understand how access to views is controlled
Module 8: Access Control and Views
Reference
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Authentication and Access Control Administration Guide
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Access Control and Views
8.3
Business Problem Different users need access to different information Access to information must be controlled so that
` Information is easy to find ` Users see only appropriate information Customers
Field Sales Rep
CFO
• Opportunities
• Forecasting
• Orders
Channel Partners Call Center Agent
• Service Requests Module 8: Access Control and Views
• Opportunities 3 of 14
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Access Control and Views
8.4
Siebel eBusiness Solution: Access Control
Consists of all mechanisms used to control user access to views and data records in Siebel eBusiness Applications
Module 8: Access Control and Views
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Access Control and Views
8.5
Types of Access Control
View level Access Control (discussed in this module) ` Controls user access to views in Siebel eBusiness Applications
Data level Access Control (discussed in the next module) ` Controls user access to data records in Siebel eBusiness Applications
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Access Control and Views
8.6
Access to Views
Users require access to different views based on their job function or role, for example: ` Call center agents need access to views displaying service requests, calls in their queue, and campaign information ` Customers need access to views displaying their current orders or available products ` Partners need access to views displaying sales opportunities or service requests
Module 8: Access Control and Views
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Access Control and Views
8.7
Responsibility Determines the set of views to which a user has access Corresponds to a user’s job function or role
Views associated with the Field Sales Representative responsibility
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Access Control and Views
8.8
Adding Views to Responsibilities
The same views can be added to one or more responsibilities
Call Center Manager and Universal Agent responsibilities share a common set of views
Module 8: Access Control and Views
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Access Control and Views
8.9
Assigning Users to Responsibilities
Users can be assigned to one or more responsibilities
Mike Masters is assigned to both responsibilities: Call Center Manager and Universal Agent
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Access Control and Views
8.10
Multiple Responsibilities
When users log in, they see the union of all views for their assigned responsibilities
Module 8: Access Control and Views
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Access Control and Views
8.11
Review: Users, Views, and Responsibilities Responsibilities determine the set of views to which a user has access Views are associated to one or more responsibilities Users are assigned to one or more responsibilities A user sees the union of all associated views when he or she logs in
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Access Control and Views
8.12
Restricted Access to Views
If a view is not included in a user’s responsibility, the user will not see a reference to the view in the: ` Site map ` Show drop-down list ` Detail tabs
If a user does not have access to any of the views in a screen: ` Screen tab is not displayed
Module 8: Access Control and Views
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Access Control and Views
8.13
Summary
This module showed you how to: ` Describe Access Control for Siebel eBusiness Applications ` Describe the difference between view level Access Control and data level Access Control ` Identify the access control mechanisms used to restrict access to views in Siebel eBusiness Applications ` Describe the relationships between views, users, and responsibilities
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Access Control and Views
8.14
Lab
In the lab you will: ` Explore responsibilities and views for different users
Module 8: Access Control and Views
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Access Control and Data
9.1
Module 9: Access Control and Data
9
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Access Control and Data
9.2
Module Objectives
After completing this module you will be able to: ` Describe the difference between master data and customer data in Siebel eBusiness Applications ` Describe the different Access Control mechanisms used to restrict access to data in Siebel eBusiness Applications
Why you need to know ` To effectively use Siebel eBusiness Applications, you need to understand how access to data is controlled
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Module 9: Access Control and Data
Reference
Siebel 7 Essentials
Authentication and Access Control Administration Guide
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Access Control and Data
9.3
Types of Data
Customer data (discussed in this module) ` Includes dynamic, transactional data such as opportunities and orders ` Is created and managed by users of the application ` Has access controlled at the record level
Master data (discussed later in the course) ` ` ` `
Includes static, referential data such as products and literature Is created and maintained by company administrators Can be grouped into catalogs and categories Can have access controlled at the catalog and category level
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Access Control and Data
9.4
Controlling Access to Customer Data
Access to customer data can be restricted using the following access control mechanisms ` Personal ` Position-based ` Organization-based
Module 9: Access Control and Data
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Access Control and Data
9.5
Personal Access Control
Access is limited to records a that user has created or to which a user has been assigned ` Records can be restricted to a single user or a team of users ` Access is controlled by user ID
Examples ` In the My Service Requests view, a Web site visitor can see only the service requests he or she has created ` In the My Expense Reports view, an employee can see only the expense reports the employee has submitted for reimbursement ` In the My Activities view, a user can see only the activities the user owns
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Access Control and Data
9.6
Position-Based Access Control Record access is limited to users based on their position within an organization A position is:
` A job title in a hierarchical reporting structure of an internal or partner organization ` Represents a person or group of people that require access to a set of data ` Is more stable than an individual’s assignment to that position
People might change, but a position is static
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Access Control and Data
9.7
Employees Per Position
Some positions have a single employee ` Typical toward the top of a reporting hierarchy where a job is more specialized
For example, CEO, VPs
Some positions have multiple employees ` Typical toward the bottom of a reporting hierarchy where a job is less specialized
For example, a group of call center agents all doing the same work
Roger Smith is associated with the CEO position Module 9: Access Control and Data
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Access Control and Data
9.8
Primary Employee
When there are multiple employees per position, only one employee is defined as the primary employee for a position ` When a position is assigned to a record, the primary employee’s name appears in the primary field for the record, even if other users are associated with the same position Click the select button in the Last Name field to see all employees per position One employee is defined as primary employee for a position
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Access Control and Data
9.9
Positions Per Employee
Employees can have multiple positions if they do different types of work or need to see different sets of data
Max Adams is associated with the Call Center Manager, Field Sales Representative, and Marketing Administrator / Analyst positions
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Access Control and Data
9.10
Primary Position
If an employee has multiple positions, one is marked as primary
One position is defined as primary for an employee
Module 9: Access Control and Data
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Click the select button in the Position field to see all positions per employee
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Access Control and Data
9.11
Change Position Users can change position during a session by selecting ViewÆUser PreferencesÆChange Position Users can only log in as one position at a time By default, log in is based on the user’s primary position
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Access Control and Data
9.12
Types of Position-Based Access Control
One or more positions can be associated with customer data using the following types of position-based Access Control: ` Single position ` Team
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Access Control and Data
9.13
Single Position Access Control
Assigns a single position to an individual record ` All users associated with the position have access to the record
In the My Quotes view, use the Sales Rep field to assign a single position to a record
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Access Control and Data
9.14
Team Access Control
Assigns multiple positions, in the form of a team, to an individual record ` All users associated with positions on the team have access to the record ` A team can include internal and partner positions In the My Opportunities view, use the Sales Team field to assign multiple positions to a record
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Access Control and Data
9.15
Team Fields Vary according to the view in which they appear Examples
` My Opportunities view has a Sales Team field
` My Accounts view has an Account Team field
` My Contacts view has a Contact Team field
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Access Control and Data
9.16
Primary Position on a Team One position on a team is designated as primary By default, the position of the user who creates the record is automatically placed on the team as primary Primary position has additional privileges, such as:
` Merging and deleting records ` Forecasting an opportunity ` Designating another position as primary
Casey Cheng’s position is primary on this team Module 9: Access Control and Data
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Access Control and Data
9.17
Organization-Based Access Control Record access is limited to the organization(s) to which a user’s positions are assigned Provides another level of Access Control at the level of business organizations rather than at the level of individual users
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9
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Access Control and Data
9.18
Organization
Represents a part of a business enterprise for purposes of restricting access to records ` Allows you to partition your company into logical groups, and then display information appropriate to each of those groups
For example, you can restrict access to records for: ` Part of your company (division, department, business unit) ` A partner company that assists you in your business (channel partner) ` An external company that purchases your products (account)
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Access Control and Data
9.19
Types of Organization-Based Access Control
One or more organizations can be associated with data using the following types of organization-based access control ` Single organization ` Multiple organization
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9
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Access Control and Data
9.20
Single Organization Access Control
Assigns a single organization to an individual record ` All users associated with the assigned organization have access to the record
In the My Contacts view, use the Organization field to assign a single organization to a record
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Access Control and Data
9.21
Multiple Organization Access Control
Assigns multiple organizations to an individual record ` All users associated with the assigned organizations have access to the record
In the My Opportunities view, use the Organization field to assign multiple organizations to a record
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Access Control and Data
9.22
Review: Access Control Mechanisms
Personal Access Control ` Access is limited to records that a user has created or to which a user has been assigned
Position-based Access Control ` Record access is limited to users based on their position within an organization
Organization-based Access Control ` Record access is limited to the organization(s) to which a user’s positions are assigned
Mechanisms are not mutually exclusive ` A record can be restricted by more than one Access Control mechanism
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Access Control and Data
9.23
Summary
This module showed you how to: ` Describe the difference between master data and customer data in Siebel eBusiness Applications ` Describe the different Access Control mechanisms used to restrict access to data in Siebel eBusiness Applications
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9
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Access Control and Data
9.24
Lab
In the lab you will: ` Explore data level Access Control for different users
Module 9: Access Control and Data
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Access Control and View Types
10.1
Module 10: Access Control and View Types
10
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Access Control and View Types
10.2
Module Objectives
After completing this module you will be able to: ` Identify the independent relationship between view access and data access ` Identify the different view types used to accommodate the Access Control needs of different users
Why you need to know ` To effectively use Siebel eBusiness Applications, you need to understand the different available view types
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Module 10: Access Control and View Types
Reference
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Authentication and Access Control Administration Guide
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Access Control and View Types
10.3
Relationship Between Views and Data
Access to views is independent of access to data ` For example, Mike Jones and Casey Cheng have access to the same view based on their responsibilities, but see different data in the view based on their user ID, position, or organization
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10
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Access Control and View Types
10.4
View Types
Different view types accommodate different users ` ` ` `
My View My Team’s View All View All Across Organization View
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Access Control and View Types
10.5
My View
Displays records for which a user has direct access ` Can use any Access Control mechanism ` Examples: My Opportunities, My Accounts
Module 10: Access Control and View Types
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10
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Access Control and View Types
10.6
Special Access Views
Additional views have been created to accommodate managers, administrators, and executives who have data access needs that go beyond Access Control rules ` My Team’s View ` All View ` All Across Organization View
Module 10: Access Control and View Types
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Access Control and View Types
10.7
My Team’s View
Used by managers to display records for users who report to them ` Examples: My Team’s Opportunities, My Team’s Service Requests
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10
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Access Control and View Types
10.8
All View
Used by administrators within an organization to display records for the organization, where a valid owner has been assigned to the record ` Examples: All Accounts, All Opportunities, All Service Requests
Module 10: Access Control and View Types
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Access Control and View Types
10.9
All Across Organizations View
Used by executives to display records for all organizations, where a valid owner has been assigned to the record ` Examples: All Accounts Across Organizations, All Opportunities Across Organizations
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10
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Access Control and View Types
10.10
Administration Views
Displays all records in the database, even those without a valid owner ` Navigate to Data Administration ` Because they shows all records in the database, access to these views should be limited to very few people in your organization
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Access Control and View Types
10.11
Summary
This module showed you how to: ` Identify the independent relationship between view access and data access ` Identify the different view types used to accommodate the Access Control needs of different users
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10
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Access Control and View Types
10.12
Lab
In the lab you will: ` Explore different view types
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Creating an Organization
11.1
Module 11: Creating an Organization
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Creating an Organization
11.2
Module Objectives
After completing this module you will be able to: ` Define your company’s organizational hierarchy in the Siebel application
Why you need to know ` Provides a framework for creating your company’s reporting structure, which ultimately determines record and view access for employees
Module 11: Creating an Organization
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Creating an Organization
11.3
Organizational Hierarchy Allows for the definition of organizations, divisions, and positions Use a top-down approach to define the company structure
Organization
Division
Sub-division
Positions
Siebel Europe Northern Europe Consulting
Professional Services, Amsterdam Consultant Consultant 7 8
Module 11: Creating an Organization
Professional Services, Galway Consultant Consultant 9 10
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Creating an Organization
11.4
Defining the Company Structure
Create the company structure by defining: ` ` ` ` `
Organizations Divisions Positions Responsibilities Employees
Company structure determines the records and views to which employees have access
Module 11: Creating an Organization
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Creating an Organization
11.5
Defining Organizations and Divisions
Allows your company to: ` Partition itself into logical groups, and then segregate data based on these groups ` Limit access to data based on the organization(s) and divisions(s) to which positions are assigned Organization
Siebel Europe Southern Europe Consulting
Division
Northern Europe Consulting
Sub-division
Professional Services, Madrid
Professional Services, Rome
Consultant 3 Consultant Consultant 1 2
Consultant 6 Consultant Consultant 4 5
Module 11: Creating an Organization
Professional Services, Amsterdam Consultant Consultant 7 8
Professional Services, Galway Consultant Consultant 9 10 5 of 14
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Creating an Organization
11.6
Defining Divisions
Navigate to Group AdministrationÆDivisions
Explorer view
Required field
Required field
Module 11: Creating an Organization
Creating Divisions
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Use caution when creating a division. Once you create a division: • You cannot delete it • You cannot change the organization.
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Creating an Organization
11.7
Defining Organizations
Set Organization Flag to make a division an organization
Organization appears in Explorer View Set flag Module 11: Creating an Organization
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Division’s Organization A division’s organization will be the organization of its parent division. In the event the parent division is null, the division’s organization will be the default organization.
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Creating an Organization
11.8
Defining Organizations Continued
Navigate to Group AdministrationÆOrganizations
Explorer View
Required fields: Name, Currency
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Module 11: Creating an Organization
Creating Organizations Use caution when creating organizations. Once you create an organization, you cannot delete it.
Organization Skills
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Optionally, you can define skills for your organization. For example, you can define language or product expertise skills. Organization skills can be used by Assignment Manager to assign work appropriately. You will learn about Assignment Manager later in the course.
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Creating an Organization
11.9
Defining Positions Navigate to Group AdministrationÆPositions Create positions based on your reporting structure
` Ask the question “Who needs to see what?”
Explorer View
Reporting relationship
Required fields: Division, Position
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Module 11: Creating an Organization
Parent Position
Specify a parent position to set up a reporting relationship.
Position Skills
Optionally, you can define skills for positions, for example, language or product expertise. Position skills can be used by Assignment Manager to assign work appropriately. You will learn about Assignment Manager later in the course.
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Creating an Organization
11.10
Defining Responsibilities
Navigate to Application AdministrationÆResponsibilities
1. Create responsibility
2. Associate views to responsibility
Module 11: Creating an Organization
Predefined Responsibilities
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There are many predefined responsibilities provided as part of the Siebel seed data.
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Creating an Organization
11.11
Defining Employees
Navigate to User AdministrationÆEmployees to define employees
Required fields
Associate one or more positions
Associate one or more responsibilities
Specify additional data for the employee
Module 11: Creating an Organization
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Employees View
Use this view to define other specific employee data, such as availability and skills.
Employee Skills
Optionally, you can define skills for your employees, for example, language or product expertise. Employee skills can be used by Assignment Manager to assign work appropriately. You will learn about Assignment Manager later in the course.
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Creating an Organization
11.12
Position and Responsibility There is no relationship between position and responsibility Employees are assigned:
` One or more positions ` One or more responsibilities
Division
Professional Services, Amsterdam
Positions
Responsibility
Consultant Consultant 7 8
Sales Manager All Opportunities My Team’s Accounts All Accounts
Module 11: Creating an Organization
Reference
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Views
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Siebel Applications Administration Guide
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Creating an Organization
11.13
Summary
This module showed you how to: ` Define your company’s organizational hierarchy in the Siebel application
Module 11: Creating an Organization
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Creating an Organization
11.14
Lab
In the lab you will: ` Create the ABC organization hierarchy
Module 11: Creating an Organization
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Authenticating Users
12.1
12
Module 12: Authenticating Users
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Authenticating Users
12.2
Module Objectives
After completing this module you will be able to: ` Describe the difference between authentication and Access Control ` Describe internal and external authentication and how each works in Siebel eBusiness applications
Why you need to know ` To effectively manage users across applications, you need to understand the available options for authentication
Module 12: Authenticating Users
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Authenticating Users
12.3
12
Authentication and Access
Authentication: ` Determines and validates the user’s identity ` Is controlled inside or outside of the Siebel application
Access Control: ` Determines the resources available to an authenticated user ` Is controlled within the Siebel application by positions, responsibilities, organizations, user ID, and access groups
Module 12: Authenticating Users
Reference
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Siebel Authentication and Access Control Administration Guide
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Authenticating Users
12.4
Business Challenge: Validating Users
How are users identified and validated?
Employees
Customers
Validation Siebel Applications
Partners
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Authenticating Users
12.5
12
Business Solution: Authentication Authentication validates users before allowing them access to applications Performs two tasks
` Collects credentials, such as user name and password ` Verifies credentials against a master source
Module 12: Authenticating Users
Reference
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Siebel Authentication and Access Control Administration Guide
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Authenticating Users
12.6
Siebel Authentication Manager Runs within the Siebel object manager Verifies credentials Establishes connection to Siebel database
Module 12: Authenticating Users
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Authenticating Users
12.7
12
Two Types of Authentication
Internal authentication: ` Verifies against the relational database (RDBMS) and Siebel application
Also known as database authentication
External authentication: ` Uses an external file (or directory) and security adapter to authenticate users
Module 12: Authenticating Users
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Directory
A directory is an external data store containing information required to allow users to connect to the Siebel database.
Security Adapter
A security adapter is a plug-in to the authentication manager running within the Siebel object manager.
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Authenticating Users
12.8
Internal Authentication Requires a database (RDBMS) login and password for each user Is the default for Siebel applications Authenticates users accessing one or more Siebel applications
Browser
Web Server
1. User provides name and password
SWSE Credentials
2. Password may be encrypted to prevent direct database access
3. Connect to database
Siebel Object Manager Encrypt password Connect using DB account
Siebel Database Module 12: Authenticating Users
Accessing Multiple Siebel Applications
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For example, employees may need access to Siebel Sales and Siebel Field service, and these applications use the same Siebel database.
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Authenticating Users
12.9
12
Example of Internal Authentication Scenario: Joe is a new employee and requires access to Siebel Call Center Administration steps
1. Database Administrator (DBA) creates RDBMS login and password 2. DBA grants user proper access rights 3. System administrator creates Siebel employee record, which defines login, position, and responsibility
Module 12: Authenticating Users
Creating Database Accounts
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The grantusr.sql script is provided as part of Siebel seed data. Modify this script accordingly to create database accounts for your users.
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Authenticating Users
12.10
Example of Internal Authentication Continued
User authentication steps 1. Joe enters credentials (login and password) in Siebel Call Center login form 2. Joe’s login and password are verified in RDBMS 3. Joe’s position and responsibility are determined in the Siebel application 4. Joe starts using Siebel Call Center ` If Joe’s credentials are not validated in the RDBMS and Siebel application, he receives an error message at login
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Authenticating Users
12.11
12
External Authentication Browser
Web Server SWSE Credentials
Uses an external directory containing user credential and administrative information Allows for centralized management of user authentication across Siebel and non-Siebel applications
1. User provides information
2. Verify credentials Siebel Object Manager
Security adapter
Connect using DB account
Siebel Database
4. Connect to database
Module 12: Authenticating Users
Security Adapter
Login
Retrieve DB account and roles
Authentication Service Directory
3. Roles applied to user as Siebel responsibilities
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The security adapter uses the user credentials provided by a user or supplied by an authentication service to retrieve the Siebel user ID, a database account, and optionally, a set of roles from the directory.
Authentication Service An authentication service is an external service that verifies a user’s credentials. It may be the same physical device as the directory, or it may be a separate device.
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Authenticating Users
12.12
External Authentication Continued
Standard Siebel software provides prebuilt security adapters for LDAP and ADSI ` Lightweight Directory Access Protocol (LDAP) is an open network protocol
LDAP security adapter allows Siebel applications to access standard LDAP directories
` Active Directory Service (ADSI)
ADSI security adapter allows Siebel applications to access Microsoft Active Directory
Module 12: Authenticating Users
Supported LDAP Directories
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Refer to Siebel System Requirements and Supported Platforms for information on supported LDAP directories.
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Authenticating Users
12.13
12
Example of External Authentication Scenario: Mary is a new customer and needs access to Siebel eService Administration steps
1. Enable eService to communicate with external directory by updating parameters in eservice.cfg and eapps.cfg ` `
Restart Siebel Server to activate changes in eservice.cfg Restart Siebel Server and Web Server to activate changes in eapps.cfg
2. Update system preferences 3. Activate user registration workflows
Module 12: Authenticating Users
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Parameters
Refer to the Siebel Authentication and Access Control Administration Guide for details on updating specific parameters in the application configuration and eapps.cfg files.
System Preferences
Set the following values: SecThickClientExtAuthent = TRUE SecExternalUserAdministration = FALSE
Workflow Processes
Activate the following user registration workflow processes: User Registration Process User Registration SubProcess User Registration Initial Process User Registration Forgot Password Process
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Authenticating Users
12.14
Example of External Authentication Continued
User authentication steps 1. Mary self-registers by providing credentials in Siebel HTML login form 2. Credentials are verified against external LDAP directory 3. Database account information and roles are passed back to eService Object Manager 4. Mary starts using Siebel eService
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Authenticating Users
12.15
12
Benefits of External Authentication
From a user perspective ` Allows for login maintenance and self-registration ` Allows for Web Single Sign On
Ability to log in only once and access all applications within a Web site or portal
From an administration perspective ` Reduces overhead by not having to maintain database logins and passwords for each and every user ` External directory can be used for other applications
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Authenticating Users
12.16
Maintaining Login Information
External authentication allows Web users to maintain their login information ` Reduces burden on system administrator to maintain user login information
Enter user ID and password for authentication
Click here to self-register Module 12: Authenticating Users
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Click here for forgotten password
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Authenticating Users
12.17
12
Web Single Sign On (Web SSO)
Allows users to log in once via the Web to access multiple applications at a given site ` Siebel applications support Web Single Sign On by allowing users to provide one set of credentials for access to multiple applications
Authentication occurs at Web server level, not at application level ` Credential collection and verification is external to Siebel applications
Module 12: Authenticating Users
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Web SSO
In this type of implementation, users are authenticated by a third party at the Web site level. Siebel applications support Web SSO by providing an interface that allows the third party to pass user information to a Siebel application. Once authenticated by the third party, a user does not have to explicitly log in to the Siebel application. Web SSO allows deployment of Siebel applications into existing Web sites or portals.
Access to Multiple Applications
With Web SSO, users are given access to the specific applications to which they are entitled.
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Authenticating Users
12.18
Web Single Sign On (Web SSO) Continued
Enable or disable on Siebel Web Server Extension (SWSE) by modifying the eapps.cfg and application.cfg files
Specify parameters in each eApp section or in [defaults] to apply to all customer applications
Module 12: Authenticating Users
Reference
Specify same parameters as in eapps.cfg
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Siebel Web Client Administration Guide Siebel Authentication and Access Control Administration Guide
SingleSignon
The Siebel Web Engine will operate in SSO mode when set to TRUE.
TrustToken
Default is NULL. This is a shared secret between the SWSE and the security adapter. This setting must be the same on both the web engine (eapps.cfg) and in the application configuration file.
UserSpec
This is the variable name that specifies where the Web engine looks for the user’s username. The value, REMOTE_USER by default, is populated by the authentication mechanism.
UserSpecSource
Values are Server or Header (default is Server). Set to Server if the variable is within the server environment context. Set to Header if the variable is within the HTTP request header context.
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Authenticating Users
12.19
12
Guidelines for Using Authentication Desired Deployment or Functionality
Database Authentication
Requires no additional infrastructure components
9
Security Adapter
Web SSO
Offers centralized store for user credentials and roles
9
9
Limits number of database accounts on RDBMS
9
9
Supports dynamic user registration
9
9
Supports Web SSO
Module 12: Authenticating Users
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Authenticating Users
12.20
Summary
This module showed you how to: ` Describe the difference between authentication and Access Control ` Describe internal and external authentication and how each works in Siebel eBusiness applications
Module 12: Authenticating Users
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Authenticating Users
12.21
12
Lab
In the lab you will: ` Examine the results of internal (database) authentication ` Create a database account for a user
Module 12: Authenticating Users
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Authenticating Users
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12.22
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Understanding Object Definitions Behind a Siebel Application
13.1
13
Module 13: Understanding Object Definitions Behind a Siebel Application
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Understanding Object Definitions Behind a Siebel Application
13.2
Module Objectives
After completing this module you will be able to: ` Describe the major types of object definitions ` Describe the relationships between them
Why you need to know ` Enables you to explore an existing application effectively ` Enables you to configure Siebel applications effectively
Module 13: Understanding Object Definitions Behind a Siebel Application
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Understanding Object Definitions Behind a Siebel Application
13.3
Siebel Applications
Consist of:
13
` ` ` `
A reusable execution engine A configuration file A repository file containing object definitions A set of physical user interface (UI) files that specify how to render the UI in the user’s browser ` A relational database that stores user data
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Understanding Object Definitions Behind a Siebel Application
13.4
Physical UI files
Consist of: ` Siebel template files ` Cascading style sheets ` Image files
Are provided by Siebel Systems as part of a standard Siebel application Can be modified as required by customers to satisfy corporate look-and-feel requirements Will be discussed in detail in a later module
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Understanding Object Definitions Behind a Siebel Application
13.5
Repository File
Contains object definitions that specify:
13
` Presentation of data ` Business logic ` Data storage UI object definitions Business object definitions
Account Account
Opportunity
Product
Contact
Data object definitions
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Reference
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Data Object Definitions
Data object definitions: ` Specify the logical structure of the data storage ` Provide a vendor-independent representation of the underlying physical relational database
Two principle data object definitions ` Tables ` Columns Table
S_PROD_INT NAME
PART_NUM
VERSION
Columns
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Business Object Definitions Business object definitions specify the business logic for the application Two principle business object definitions
` Business component ` Business object
Business object
Business component
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13.8
Business Component
Represents one fundamental business entity in the enterprise ` For example: Service Request, Contact, Activity
References a base table Consists of multiple fields that characterize the business component
` Many fields within the business component reference columns in the base table Business component
Internal Product
Base table
S_PROD_INT
Name
NAME
Part #
Version
Fields
PART_NUM
VERSION
Columns
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Business Component Continued
Can include data from additional related tables
13
` Some fields map to columns in these related tables Business component
Internal Product Name
Vendor Location
Cost
NAME
LOC
STD_PRI_UNIT
S_PROD_INT
S_ORG_EXT
S_PRI_LST_ITEM
Base table
Additional table
Additional table
Fields
Columns
Represents a logical grouping of data from one or more tables
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A business component can be thought of as a virtual database table spanning multiple real tables. It organizes the data in the way the user chooses to view the data and rather than by how it is organized for effective data storage.
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Business Object
Represents a major functional area of the enterprise ` For example: account management
Is a collection of related business components ` Account business object consists of accounts plus related opportunities, contacts, products, and so forth
Has one business component that serves as the master or driving business component Business object (BO)
Account Account
Business component (BC)
Quote
Product
Master BC provides focus for BO
Contact
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Business Object
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The name of the business object is, by convention, the name of the master or driving business component.
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Business Component Reuse
A business component can be: ` Defined once in terms of a logical collection of columns from one or more tables ` Then used in many different business object contexts Contact BC appears as master in Contact BO
Account Account
Quote
Product
Contact Contact
Contact
Contact BC appears as child in Account BO
Quote
Product
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Account
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13.12
UI Object Definitions UI object definitions specify the content of the user interface with which the user interacts Three principle UI object definitions
` Screen ` View ` Applet
Screen View Applet
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UI Object Definitions
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As mentioned earlier, the physical layout of the UI is determined by template and other files in the physical UI layer. There are additional object definitions (such as Web Page and Web Template) in the repository that reference the template files. In addition there are object definitions that relate views and applets to the template files. These object definitions also are par t of the UI object definitions. They will be discussed in a later module.
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Applet Object Definition Specifies a list or form that occupies a portion of a Siebel application window References one business component whose data can be viewed and edited through the list or form
Business component
Contact First Name
Job Title
Email Address
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13.14
Applet Object Definition Continued
Consists of multiple list column or textbox control object definitions ` Reference a field in the applet-referenced business component ` Specify how the data for the field is displayed in the list or form
Business component
Contact First Name
Job Title
Email Address
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View Object Definition Specifies a view in a Siebel application References one business object Consists of multiple applet object definitions
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` Each applet must reference a business component in that business object
Account Account
Quote
Product
Contact
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Screen Object Definition
Specifies a screen in a Siebel application ` Is associated with a major functional area of the enterprise
Consists of multiple view object definitions that usually reference the same business object ` Administration screens are an exception Screen
Screen
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Application Object Definition Specifies a particular collection of screens available in a Siebel application Consists of multiple screen object definitions
Application
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13.18
Major Object Definitions
Are related to each other List Column or Control
Applet
View
Field
Business Component
Business Object
Column
Screen
Table
Application
1 or more contained in References
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Object Definitions Are grouped into three layers with different subject matters and purposes Reference definitions in the next lower layer and are insulated from those in lower layers
List Column or Control
Applet
View
Screen
Application UI Layer; defines content of the UI
Field
Business Component
Column
Table
Business Object
Business objects layer; captures the business logic
Data objects layer; provides a logical view of the underlying database
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Understanding Object Definitions Behind a Siebel Application
13.20
Siebel Applications
Are configured to meet customer requirements by using: ` An HTML editor to modify the template and other physical UI files ` Siebel Tools to modify the object definitions Configurable layers
Physical UI files
Modified using HTML editor
UI Object Definitions Business Object Definitions
Modified using Siebel Tools
Data Object Definitions
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13.21
Summary
This module showed you how to:
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` Describe the major types of object definitions ` Describe the relationships between them
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Lab
In the lab you will: ` Examine object definitions that support the Call Center application and the relationships between them
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Using Siebel Tools to Examine Object Definitions
14.1
14 Module 14: Using Siebel Tools to Examine Object Definitions
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Using Siebel Tools to Examine Object Definitions
14.2
Module Objectives
After completing this module you will be able to: ` Describe the differences between object types and object definitions ` Use Siebel Tools to examine parent and child object definitions ` Search for object definitions with a given property value
Why you need to know ` Enables you to configure Siebel applications effectively ` Enables you to examine mappings that support bulk data transfer
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14.3
Object Definitions
Are data constructs that define elements of the: ` User interface ` Business logic ` Data storage
Are stored in the Siebel repository, a subset of tables in the Siebel database that contains object definitions Are examined, created, and edited using Siebel Tools Are compiled into the repository file for a configured application
Database Repository Data
Tools Application
Tools output is input for object manager
Application Object Manager
.srf
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Configured Application 3 of 19
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Using Siebel Tools to Examine Object Definitions
14.4
Object Definition Consists of a set of properties with assigned values Is created from a template called an object type
Object type
View
Object definition
View
Name:
Name:
Account List View
Title:
Title:
My Accounts
Inactive:
Inactive: FALSE
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Object Terminology
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The terms object type and object definition, as used here, should not be confused with similar terms (object, object class, object instance) found in object-oriented design and programming languages.
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14.5
Object Definition Properties Describe characteristics of the object definition Have the following value types
` ` ` ` `
User-defined names Numerical values Boolean values (TRUE and FALSE) Siebel-defined constants References to the names of other object definitions
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Object definition
Field Name:
Account Products
Text Length:
500
Read Only :
FALSE
Type:
DTYPE_TEXT
Column:
PROD
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Referencing Names
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A property that references the name of another object definition must match the name exactly in spelling (spaces do count) and case. A value of Prod is not the same as PROD.
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14.6
Examining Object Definitions
Use the Siebel Tools object list editor to display object definitions ` Select an object type in the Object Explorer ` Object definitions appear in the Object List Editor Property
Object Explorer Module 14: Using Siebel Tools to Examine Object Definitions
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Object definition
Object List Editor 6 of 19
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14.7
Siebel Tools User Interface
Differs from the Web client ` All data in a list applet can be selected for editing ` Changes made to an object definition are automatically saved when leaving the record ` Right-clicking to invoke context-sensitive menu is supported ` Tool bar icons exist for common user operations Record Navigation
Query
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Sort
Menu invoked by right-clicking on object definition
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Using Siebel Tools to Examine Object Definitions
14.8
Object Explorer
Displays by default a small set of the most commonly used object types ` Use ViewÆOptions and select the Object Explorer tab to add or remove object types from the Object Explorer
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Properties Window
Displays the object definition selected in the Object List Editor ` Open by selecting ViewÆWindowsÆProperties Window ` Properties are listed in alphabetical order ` The value is shown next to property name
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Properties Window Does not show Changed or Project properties
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14.10
Hierarchy of Object Types
Some object types contain child object types ` For instance Business Component has Field child object type Object Explorer displays hierarchy
Multiple levels of hierarchy
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Using Siebel Tools to Examine Object Definitions
14.11
Viewing Parent/Child Object Definitions
Select object types and definitions alternately to examine child object definitions Use Types tab
1. Expand parent object type (Applet) in OE
3. Select desired child object type (Control) in OE
2. Select parent object definition in OBLE
14
4. View child object definitions for selected parent definition in lower pane of OBLE
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14.12
Additional Navigation Techniques
Use these techniques to navigate in the Tools application ` Drill down on hyperlinks ` Forward/Back button ` Bookmarks
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14.13
Using Drilldown
Drill down on a hyperlink to navigate to that object definition ` Applet to business component ` Business component to table Underlined in blue
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Using Siebel Tools to Examine Object Definitions
14.14
Using the Forward/Back Button Use the back button to return to object definition last examined Use the forward button to return to the current object definition
Forward and back
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14.15
Using Bookmarks
Use bookmarks to navigate directly to a specific object definition Add a new bookmark
Display or hide bookmark window
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Select the desired bookmark from the Bookmarks window 15 of 19
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Bookmarks
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Bookmarks can serve very effectively as predefined queries.
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14.16
Object Explorer: Flat Tab Removes all hierarchy and shows all object types in a single list Helps developers:
` Find a child object with an unknown parent ` See how object definitions and properties are typically used
Select any object type in OE
Parent object definition displayed
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14.17
Repository Search
Use Search Repository to find multiple object types at once ` Locate definitions regardless of object type or position in hierarchy
14 Select one or more
Double-click to navigate to definition Module 14: Using Siebel Tools to Examine Object Definitions
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14.18
Summary
This module showed you how to: ` Describe the differences between object types and object definitions ` Use Siebel Tools to examine parent and child object definitions ` Search for object definitions with a given property value
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14.19
Lab
In the lab you will: ` Use Siebel Tools to examine object definitions in the Siebel repository ` Use Siebel Tools to examine references between UI, business, and data object definitions Note the convention used in the labs Parent record in the OBLE
Child record in the OBLE
Select Business Component > Account > Field > Account Role Parent object type in the OE
Child object type in the OE
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Using Siebel Tools to Examine Object Definitions
Siebel 7 Essentials
14.20
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Understanding the Siebel Data Model
15.1
Module 15: Understanding the Siebel Data Model
15
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Understanding the Siebel Data Model
15.2
Module Objectives
After completing this module you will be able to: ` Describe the purpose of the Siebel Data Model ` Describe the role of primary and foreign keys, indexes, and user keys ` Identify prominent tables in the Siebel Data Model ` Locate foreign keys for different relationships
Why you need to know ` Enables you to understand how data is accessed in existing Siebel applications ` Enables you to map your business logic to the Siebel Data Model ` Enables you to configure the data layer as necessary for your implementation ` Provides information that will be important in addressing performance issues
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15.3
The Siebel Data Model
Defines how the data used by Siebel applications is stored in a standard third-party relational data base ` Specifies the tables and indexes
Is designed to support the data requirements across Siebel eBusiness applications Defines the business logic
Defines how data storage is organized (makes up the Data Model)
Field
Business Component
Column
Table
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Business Object
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Data Model for Vertical The Siebel Data Model has been extended for some industry applications Applications to incorporate additional tables and columns specific to the industry application.
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Understanding the Siebel Data Model
15.4
Understanding the Data Model
In order to develop and install a Siebel application, you need to understand: ` ` ` `
What data is stored in the Siebel database The pieces that make up the Siebel database The rules and policies for using those pieces The consequences of those rules and policies
The pieces to understand ` ` ` ` `
Tables Columns Indexes User Keys Primary and foreign keys
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15.5
Siebel Data
Is stored in normalized tables in a relational database ` Each table has multiple columns storing single value data ` Data schema is organized to eliminate repeated storage of data
Table
S_PROD_INT UOM_CD
PART_NUM
NAME
ROW_ID
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Columns (store single values only)
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15.6
Primary Key
Is a column that uniquely identifies each row in a table ` ROW_ID serves as the primary key for Siebel database tables
S_PROD_INT
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UOM_CD
PART_NUM
NAME
ROW_ID
Primary Key (PK)
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ROW_ID
Is a column in every table ` Contains a Siebel-application-generated identifier that is unique across all tables and mobile users
Is the means by which Siebel applications maintain referential integrity ` Database referential integrity constraints not used
Is managed by Siebel applications and must not be modified by users
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Understanding the Siebel Data Model
15.8
Tables Over 2000 tables in the database Three major types: Data, Interface, and Repository
Interface
Data
TYPE
ALIAS
Module 15: Understanding the Siebel Data Model
DESC_TEXT
NAME
ROW_ID
UOM_CD
PART_NUM
S_TABLE
NAME
UOM_CD
PART_NUM
NAME
ROW_ID
EIM_PROD_INT ROW_ID
S_PROD_INT
Repository
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Creating the Schema
The database schema is created by the install.ksh script during the Siebel database server installation. Additional tables can be created by developers using Siebel Tools.
Type
The type of a table is specified by its Type property.
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15.9
Data Tables
Store the user data ` ` ` `
Business data Administrative data Seed data Transaction data for mobile users
Are populated and updated: ` By the users through the Siebel eBusiness applications ` By server processes such as
15
Enterprise Integration Manager for bulk importing and exporting of data Assignment Manager for automatic assignment of newly created records
Have names prefixed with S_ Are documented in the Siebel Data Model Reference
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Prominent Data Tables
Prominent tables storing data for the major business entities Internal Product
S_PROD_INT
Service Request
S_SRV_REQ RESOLUTION_CD
OWNER_EMP_ID
DESC_TEXT
SR_NUM
ROW_ID
UOM_CD
PART_NUM
NAME
ROW_ID
Contact S_CONTACT
Opportunity STG_NAME
PROG_NAME
NAME
BDGT_AMT
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ROW_ID
MID_NAME
FST_NAME
LAST_NAME
ROW_ID
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S_OPTY
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15.11
Interface Tables Are a staging area for importing and exporting data Are used only by the Enterprise Integration Manager server component Are named with prefix EIM_ Are documented in the Interface Tables Reference
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Naming Convention for Interface tables for the current release are prefixed with EIM_. Interface Interface Tables tables for the 6.x releases are prefixed with IF6_ to distinguish them from the current tables. Interface tables for earlier releases have a _IF suffix.
Reference
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Siebel Interface Tables Reference
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Repository Tables
Contain the object definitions that specify one or more Siebel applications ` Client application configuration
UI, business, and object definitions
` Mappings used for importing and exporting data ` Rules for transferring data to mobile clients
Are updated using Siebel Tools
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Populating the Repository Tables
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The repository tables are populated by the imprep.ksh script during the database server installation.
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Columns
Each table has multiple columns to store user and system data ` Defined by the Column child object definitions
Columns determine the data that can be stored in that table
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Column Properties
Important properties of columns ` Properties of existing tables and columns should not be edited
Understanding these properties is important ` Determines the size and type of data that can be stored in a column ` Limits proposed modifications to a standard application Value assigned to all new records
Can NULL be stored in column?
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Non-null value required when importing data
Identifies type and size of data
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System Columns Exist for all tables to store system data Are maintained by Siebel applications and tasks
15
Can be viewed from HelpÆAbout Record
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User Key Specifies columns that must contain a unique set of values Prevents users from entering duplicate records Is used to determine the uniqueness of records during data import operations Cannot be edited
Not all columns in a user key may be required
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User Keys
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Customers cannot modify user keys. The information about the user keys for a table has been incorporated into data that support EIM and remote synchronization. In addition there is a predefined index (see next slide) based on the Siebel-defined user key.
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15.17
Index
Is a separate data structure that stores a data value for a column and a pointer to the corresponding row ` Are used to retrieve and sort data rapidly
Can be created by configurators (to produce a custom index) Should be inspected to assess performance issues for query and sort operations
_P: index based on primary key _U: index based on a user key
Sequence affects the sort order in business components Module 15: Understanding the Siebel Data Model
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Understanding the Siebel Data Model
15.18
Relationships Between Tables Siebel database tables are related to one another Understanding the relationships between tables is important to implementing your business logic
Product Line S_PROD_LN
Asset S_PROD_INT
SERIAL_NUM
MFGD_DT
ASSET_NUM
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ROW_ID
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UOM_CD
PART_NUM
NAME
ROW_ID
DESC_TEXT
NAME
ROW_ID
M:M relationship
S_ASSET
1:M relationship
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15.19
Foreign Key Table Columns
Are columns in a table that refer to the primary key column of a related (parent) table ` Are named with suffix _ID
Capture relationships between Siebel database tables Are maintained by Siebel applications and tasks to ensure referential integrity and should never be updated directly using SQL
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15.20
1:M Relationships
Are captured using foreign key table columns in the table on the many side of the relationship Foreign key column for the 1:M Product Asset relationship
PROD_ID
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MID_NAME
Foreign Key Columns
MFGD_DT
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ASSET_NUM
ROW_ID
UOM_CD
ROW_ID
PART_NUM
S_ASSET
NAME
S_PROD_INT
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Since an product could have many assets (product instances) associated with it, a foreign key column cannot be located in the S_PROD_INT table. It might then have to contain multiple ROW_IDs which would violate the basic rule of a single value for a column.
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Understanding the Siebel Data Model
15.21
Finding Foreign Keys for 1:M Relationships
Inspect the Foreign Key Table property in a Column object definition to determine the column that serves as the foreign key
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Foreign key column for the 1:M Asset Product relationship Module 15: Understanding the Siebel Data Model
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Understanding the Siebel Data Model
15.22
M:M Relationships
Are captured using foreign key table columns in a third table called the intersection table Intersection table for M:M Product Product Line relationship S_PROD_INT
S_PROD_LN
UOM_CD
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PART_NUM
Intersection Tables
PROD_ID
PROD_LN_ID
ROW_ID
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NAME
ROW_ID
DESC_TEXT
NAME
ROW_ID
S_PROD_LN_PROD
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An intersection table must be used for a M:M relationship since a foreign key column cannot be located in either of the base tables. Siebel Systems refers to this type of table as an intersection table. In other parts of the database world this type of table is also known as an association or correlation table.
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Understanding the Siebel Data Model
15.23
Finding the Intersection Table Certain configuration and administration activities may require determining the intersection table that supports a M:M relationship To locate an intersection table execute the following query in Siebel Tools
Parent tables
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Intersection table Module 15: Understanding the Siebel Data Model
Query
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Use the following steps to execute the query: 1. Select the Flat tab in the Object Explorer and then select the Column object type. 2. Rearrange the columns in the OBLE to display Parent Table, Name, Foreign Key Table, and User Key Sequence at the beginning of the applet. 3. Execute a query for which [User Key Sequence] = 1 or 2 and [Foreign Key Table] = S_CONTACT or S_EVT_ACT. 4. Sort the results by Parent Table. 5. Look for a Parent Table that appears in two adjacent rows where the Foreign Key Table is S_CONTACT in one row and S_EVT_ACT in the other row.
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Understanding the Siebel Data Model
15.24
1:1 Extension Table
Is a special table that has a 1:1 relationship with a base table ` Foreign key for the relationship:
Is located in the extension table Is named PAR_ROW_ID
Provides additional columns for business components referencing the base table ` A base and extension table can be considered as a single logical table ATTRIB_39
Module 15: Understanding the Siebel Data Model
PAR_ROW_ID
ROW_ID
UOM_CD
PART_NUM
S_PROD_INT_X
NAME
S_PROD_INT ROW_ID
Base table
Extension table Stores the Stock Level field
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ROW_ID
The ROW_ID for a row in a 1:1 extension table is, by convention, the same as that of the related row in the base table, and is an exception to the general rule that ROW_IDs are unique across all tables. There is no guarantee this convention will continue in future releases.
Rows in Extension Tables
A row in an extension table is created only if there is data to store in one of its columns. For example, a new product record that does not have a value for the Stock Level field would create a row in the base table but not in the extension table.
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15.25
1:1 Extension Table Continued
Are used: ` To provide flexibility for both Siebel engineering and customer use
Known as standard 1:1 extension tables
` To support multiple business components referencing the S_PARTY table (discussed in next module)
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15.26
Standard 1:1 Extension Tables
Prebuilt for many major tables ` Have the name of the base table with suffix _X
Contain 40 plus generic columns of varying types ` Store additional fields for business components beyond those mapped to the base table
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Understanding the Siebel Data Model
15.27
Generate a Table Report
To produce a report that summarizes the important details about a table for reference `
In Tools, run a query to select the tables of interest
Report will include all tables displayed in the Object List Editor
` Select Report→Tables to generate a detail report on the columns and indexes
Make sure that Table is selected in the Object Explorer
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Understanding the Siebel Data Model
15.28
Summary
This module showed you how to: ` Describe the purpose of the Siebel Data Model ` Describe the role of primary and foreign keys, indexes, and user keys ` Identify prominent tables in the Siebel Data Model ` Locate foreign keys for different relationships
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Understanding the Siebel Data Model
15.29
Lab
In the lab you will: ` Examine tables, columns, indexes, and user keys that make up the Siebel Data Model ` Determine the form of relationships between tables in the Siebel Data Model
15
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15.30
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The Siebel Data Model: Party Business Components
16.1
Module 16: The Siebel Data Model: Party Business Components
16
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The Siebel Data Model: Party Business Components
16.2
Module Objectives
After completing this module you will be able to: ` Identify tables used for storing data about persons ` Identify tables used for storing data about organizations ` Describe the role of S_PARTY and its extension tables
Why you need to know ` Enables you to configure business components related to access control ` Enables you to import Access Control data properly and populate the desired tables
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The Siebel Data Model: Party Business Components
16.3
Party
Refers to instances of entities that have access to records ` Person-related entities ` Organization-related entities ` Groupings created for access to master data
Allows for grouping of instances of different types of entities Contact
Account
Employee
Position
User Partner
Person-related entities
Access Group User List
Grouping for access control
16
Division Organization
Organizationrelated entities 3 of 22
Module 16: The Siebel Data Model: Party Business Components
Reference
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Authentication and Access Control Administration Guide
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The Siebel Data Model: Party Business Components
16.4
Topics For This Module How person-related data is stored How organization-related data is stored How party business components use the S_PARTY table
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The Siebel Data Model: Party Business Components
16.5
Person Represents anyone associated with a Siebel application May be someone:
` Using the application
Employee at a company that deployed a Siebel application Individual at a channel partner Customer logging in to the Web site
` Referred to in the application
Individual external to your company associated with the business process
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The Siebel Data Model: Party Business Components
16.6
Person-Related Business Components Store their main data in S_CONTACT May store additional data in S_USER and S_EMP_PER
` Serve as logical extension tables
S_CONTACT
S_USER
Persons
EXP_APPR_LMT
Module 16: The Siebel Data Model: Party Business Components
HIRE_DT
Logical extension table to store user specific data
ROW_ID
PASSWORD
LOGIN
ROW_ID
MID_NAME
FST_NAME
LAST_NAME
ROW_ID
Stores majority of person-related data
S_EMP_PER
Logical extension table to store employee-specific data
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In Siebel 7 applications, the types of person entities have been arranged hierarchically. A Person is anyone with a record in the S_CONTACT table. A Contact is a Person with a “Contact Team.” A User is a Contact that can log in (that is, has a User ID), and an Employee is a User that has the EMP_PER flag set in the S_EMP_PER table.
`
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The Siebel Data Model: Party Business Components
16.7
Person-Related Business Components Continued
Multiple business components use these tables Consumer Last Name
Work Phone #
Employee Last Name
S_CONTACT
S_USER
Hire Date
S_EMP_PER EXP_APPR_LMT
HIRE_DT
ROW_ID
PASSWORD
LOGIN
ROW_ID
WORK_PH_NUM
MID_NAME
FST_NAME
LAST_NAME
ROW_ID
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Login Name
16
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The Siebel Data Model: Party Business Components
16.8
Relationships for Responsibility
User-Responsibility (M:M) relationship uses the S_PER_RESP intersection table ` Any user can be granted a responsibility S_CONTACT
S_RESP BU_ID
RESP_ID
PER_ID
ROW_ID
DESC_TEXT
NAME
ROW_ID
MID_NAME
FST_NAME
LAST_NAME
ROW_ID
S_PER_RESP
Stores responsibilities
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The Siebel Data Model: Party Business Components
16.9
Organization-Related Data
Represents any business enterprise associated with a Siebel application ` The company or part of the company deploying the Siebel application (division, organization) ` An external company that purchases your products (account) ` A partner company that assists you in your business (channel partner)
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The Siebel Data Model: Party Business Components
16.10
Organization-Related Business Components Store their main data in S_ORG_EXT May store additional data in S_BU
S_ORG_EXT
BU_FLG
NAME
ROW_ID
PRTNR_FLG
INT_ORG_FLG
LOC
NAME
ROW_ID
=‘Y’ for Internal Division or Organization
S_BU
Logical extension table to store organization name =‘Y’ for Channel Partner
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The Siebel Data Model: Party Business Components
16.11
Organization-Related Business Components Continued
Multiple business components use these tables Account Name
Location
Organization Name
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Organization BU Name
BU_FLG
NAME
ROW_ID
INT_ORG_FLG
ROW_ID
LOC
S_BU
NAME
S_ORG_EXT
Internal Org Flag
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The Siebel Data Model: Party Business Components
16.12
S_BU Table Permits indexing on Organization name Supports organizational visibility
S_ORG_EXT
S_BU BU_FLG
NAME
ROW_ID
INT_ORG_FLG
LOC
NAME
ROW_ID
Part of S_BU_U1 index
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S_BU Table
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While there are only a few additional columns in the S_BU table, storing Organization information in this separate table allows organizations to be identified solely by their name. Other entities such as Accounts are identified by their name and location.
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The Siebel Data Model: Party Business Components
16.13
Single-Organization Visibility
Is implemented by the BU_ID foreign key column in the table for a single-organization business component Example of a singleorganization table S_CONTACT
S_BU BU_FLG
NAME
ROW_ID
BU_ID
MID_NAME
FST_NAME
LAST_NAME
ROW_ID
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Single-Organization Remember these business components have records that can be Business Components assigned to one and only one organization. Some examples are contacts, service requests, and positions.
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The Siebel Data Model: Party Business Components
16.14
Multi-Organization Visibility
Is implemented by an intersection table between S_BU and the table for the multiple-organization business component ` Intersection tables for organization have a _BU suffix Price List S_PRI_LST
BU_FLG
BU_ID
PRI_LST_ID
ROW_ID
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NAME
S_PRI_LST_BU
Module 16: The Siebel Data Model: Party Business Components
Multi-Org Business Components
S_BU ROW_ID
BU_ID
EFF_START_DT
PRI_LST_CD
NAME
ROW_ID
Example of a multipleorganization table
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Such business components have records that can be assigned to one or more organizations. Some examples are accounts, opportunities, and products.
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The Siebel Data Model: Party Business Components
16.15
Party Business Components
Consist of business components that represent people and organizational units ` ` ` ` ` ` ` `
Account Contact User Organization Employee Position Household And so forth
16
Reference the S_PARTY table
Module 16: The Siebel Data Model: Party Business Components
Party
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A way to think of party is that it is an abstraction of the business components that own records.
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The Siebel Data Model: Party Business Components
16.16
S_PARTY Table
Serves as the base table for all party business components ` Stores the party name and party type
Has multiple extension tables that store the business data for the party business components User Party Name
Last Name
Login Name
S_CONTACT
S_PARTY
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Module 16: The Siebel Data Model: Party Business Components
PARTY_TYPE_CD
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PAR_ROW_ID
INT_ORG_FLG
LOC
NAME
ROW_ID
PAR_ROW_ID
MID_NAME
FST_NAME
LAST_NAME
ROW_ID
PARTY_UID
PARTY_TYPE_CD
NAME
ROW_ID
S_ORG_EXT
The following are examples of the party type: organization, household,person,position, user list, and access group.
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The Siebel Data Model: Party Business Components
16.17
Party
Includes business components that represent groupings of party instances ` User List: grouping of Users ` Access Group: grouping of Access Group Members
Can contain only non-person party entities such as organizations, divisions, and positions
User List Party Name
Party Type Code
S_PARTY PARTY_UID
PARTY_TYPE_CD
NAME
ROW_ID
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Module 16: The Siebel Data Model: Party Business Components
User List
A User List allows for ad-hoc groupings or persons of all types (employees, contacts, and so forth).
Access Group
An Access Group allows for ad-hoc groupings of non-person groups.
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The Siebel Data Model: Party Business Components
16.18
S_PARTY_PER Is an intersection table that relates two instances of parties Used to implement relationships between
` User Lists and Users ` Employees and Positions ` Access Groups and Members S_PARTY_PER PARTY_UID
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PARTY_TYPE_CD
Module 16: The Siebel Data Model: Party Business Components
NAME
ROW_ID
PERSON_ID
PARTY_ID
ROW_ID
S_PARTY
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The Siebel Data Model: Party Business Components
16.19
S_PARTY Overview
S_PARTY and its extension tables are used to store data for many business components Person-related tables
S_PARTY PARTY_TYPE_CD
PARTY_UID
NAME
ROW_ID
S_CONTACT
S_USER
S_ORG_EXT
S_BU
S_POSTN
S_EMP_PER
Organization-related tables
16
Sample of S_PARTY extension tables Module 16: The Siebel Data Model: Party Business Components
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The Siebel Data Model: Party Business Components
16.20
Relevance in Subsequent Activities
Configuring business components ` All person-related business components use S_CONTACT ` All organization-related business components use S_ORG_EXT ` Over 100 party-related business components reference S_PARTY but store their data in one of many S_PARTY extension tables
Importing data for party-related business components ` Must populate columns in S_PARTY table in addition to tables that store the data of interest to users
Importing data for business components related to organizations ` For single-organization data, must populate BU_ID ` For multi-organization data, must populate the corresponding intersection table
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The Siebel Data Model: Party Business Components
16.21
Summary
This module showed you how to: ` Identify tables used for storing data about persons ` Identify tables used for storing data about organizations ` Describe the role of S_PARTY and its extension tables
16
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The Siebel Data Model: Party Business Components
16.22
Lab
In the lab you will: ` Examine how Access Control business components store data in the person and organization tables ` Examine how business components reference the S_PARTY table
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The Configuration Process
17.1
Module 17: The Configuration Process
17
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The Configuration Process
17.2
Module Objectives
After completing this module you will be able to: ` Explain the process of configuring a Siebel application ` List the critical elements of the Siebel configuration strategy ` Set up the Siebel developer environment
Why you need to know ` Understanding the configuration process is critical to carrying out a successful configuration ` Following a reasonable configuration strategy can expedite your configuration efforts and make your configured application robust and upgradeable
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The Configuration Process
17.3
Siebel Applications
Siebel standard applications include a defined set of screens, views, lists and forms, and their associated templates
17 Module 17: The Configuration Process
Reference
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Siebel Tools Reference
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The Configuration Process
17.4
Tailoring the Logical User Interface
Developers tailor the standard Siebel screens, views, lists, forms, and templates to better support users’ business needs
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The Configuration Process
17.5
Tailoring the Physical User Interface Use the existing physical UI files whenever possible When necessary, copy existing files and modify as needed
` Modify Siebel template files to change layout
Use an HTML or text editor
` Modify cascading style sheets to change colors, fonts, and so on
Use a text editor
` Modify, add, or replace image files to make your organization’s images available to the application
Create or modify these files using an appropriate graphics program
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The Configuration Process
17.6
Siebel Business Entities
Siebel standard applications utilize a set of Siebel business components that implement a defined business logic Account
Service Request
Contact
Action
Product
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The Configuration Process
17.7
Tailoring the Business Logic
Developers also tailor the application by modifying the definitions of the business components to implement the business logic appropriate to the users’ organization
Modify form of the relationship
Service Request
Account
Contact
Add fields
Action
Modify properties of existing fields
Product
Module 17: The Configuration Process
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The Configuration Process
17.8
Extending the Data Layer Siebel standard applications contain a defined set of database tables Developers can tailor the application by extending the set of database tables in a limited and controlled manner
S_CONTACT2_X S_CONTACT
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S_CONTACT_X ROW_ID
MID_NAME
FST_NAME
LAST_NAME
ROW_ID
Module 17: The Configuration Process
MID_NAME MID_NAME FST_NAME FST_NAME LAST_NAME LAST_NAME ROW_ID ROW_ID
S_CONTACT1_X
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The Configuration Process
17.9
Configuring a Siebel Application Configuring is the process of modifying a standard Siebel application using Siebel Tools to meet business needs Object definitions are edited and created
` Developers do not modify code in siebel.exe ` Developers do not write SQL directly
Database Repository Data
Tools Application
Tools output is input for object manager
Application Object Manager
.srf
Configured Application
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The Configuration Process
17.10
Configuration Strategy
Make minimal changes to the standard application ` Decreases the possibility of unexpected interactions
Use existing object definitions in the standard repository whenever possible ` Ensures that a new configuration can be upgraded with minimal effort ` Modify definitions as required rather than creating new ones
Creating new object definitions can lead to redundant configuration
` Do not delete seemingly-unused object definitions
Other object definitions might reference them
` Use existing template files
Modify where necessary Modifying a template for one view or applet can have unexpected consequences if another view or applet uses the same template
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The Configuration Process
17.11
Configuration Strategy Continued
Plan your configuration project from the top down ` First, determine what the UI and application will do when you have finished ` Then, determine what changes to the business objects layer this will require ` Finally, determine what changes you must make to the data layer
Make as few as possible
Make the changes from the bottom up ` First, edit the data layer definitions (if necessary) ` Then, edit the business object layer definitions as required ` Finally, edit or create the templates and UI layer definitions to display the data correctly
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The Configuration Process
17.12
Create a Separate Development Environment To isolate the development effort from the enterprise’s production database, set up a development environment Each developer or group can work on a different aspect of the development effort
` Use Siebel-supplied mechanisms to separate the development effort into projects
Test all customization and extensions thoroughly in this environment before deploying to end users Server Machine
Developer Workstation
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Developer Workstation
Developer Workstation
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The Configuration Process
17.13
Develop on the Local Repository
Always make changes to the object definitions in the local repository ` Cannot undo or back out changes when made directly on the server ` Changes made directly on the server are immediately available to other developers
Incomplete changes on the server will cause problems
Use Siebel-supplied mechanisms to copy definitions between server and local databases Server Machine
Master Repository
Developer Workstation
Local Repository
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The Configuration Process
17.14
Set Up a Developer
To set up a developer as a configurator: ` Install appropriate server and client software (as in Module 6) ` Install and verify the Tools client ` Create the developer ` Create a database user login ` Generate the local database template ` Extract the local database ` Initialize the local database ` Populate the local database
Module 17: The Configuration Process
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Special type of Siebel client Tools Client
Gateway Server
Enterprise Server Siebel Server Component
ODBC
Database Server
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The Configuration Process
17.15
Install Tools Client Use the seatools installation program to install the Tools program and set up ODBC data sources Example:
Tools Client Destination Directory:
C:\sea701\tools
Siebel Remote Server:
SERVER01
File System:
HQ\SVR2\c:\siebfile
Database Machine Name:
SERVER02
Database/Tablespace:
siebeldb
D1 SSD Local Db c:sea701/tools SSD c:/sea701/tools
ODBC User Data sources
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“SERVER01”
The name of the server on which you installed the Siebel Server.
File System
Should be the directory that was created and shared in the pre-installation tasks.
“SERVER02”
The name of the server on which the database software is installed.
“siebeldb”
The default name of the database created in the pre-installation steps, that will contain the Siebel tables.
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The Configuration Process
17.16
Verify Tools Client Inspect directory and SSDsetup.log file (in the Tools directory) Verify application launch and database connection
` Example:
ODBC data source for the server database
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The Configuration Process
17.17
Create the Developer Add the developer as an employee and associate a position and responsibility Register the developer as a mobile client
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Reference
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Siebel Remote and Replication Manager Administration Guide
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The Configuration Process
17.18
Create a Database User Login Create a corresponding database login using RDBMS tools and the grantusr.sql script as a template Example:
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Reference
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Applications Administration Guide
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The Configuration Process
17.19
Generate the Local Database Template
Run the Generate New Database server task to generate a local database template ` Snapshot of the current database schema version
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Module 17: The Configuration Process
Reference
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Siebel Remote and Replication Manager Administration Guide
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The Configuration Process
17.20
Extract the Local Database
Run the Database Extract server task to extract user data
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The Configuration Process
17.21
Initialize the Local Database
Synchronize from the Tools client to create the local database (sse_data.dbf) and populate it with user data
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Reference
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Siebel Remote and Replication Manager Administration Guide
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The Configuration Process
17.22
Populate the Local Database
Use Siebel Tools to copy repository data from the server database to the local database
Database Repository Data
Tools Client
Server Database
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Reference
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Local Database
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17.23
Additional Developers
For each additional developer 1. 2. 3. 4. 5.
Create the developer Create a database user login Extract the local database Initialize the local database Populate the local database
Server Machine
Developer Workstation
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Developer Workstation
Local
Developer Workstation
Local
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The Configuration Process
17.24
Summary
This module showed you how to: ` Explain the process of configuring a Siebel application ` List the critical elements of the Siebel configuration strategy ` Set up the Siebel developer environment
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Lab
In the lab you will: ` Set up an employee as a developer ` Extract a local database for the developer ` Populate the developer’s local database with repository data
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Managing Object Definitions
18.1
Module 18: Managing Object Definitions
18
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Managing Object Definitions
18.2
Module Objectives
After completing this module you will be able to: ` Explain the role of projects ` Manage object definitions using:
Check Out Check In Lock projects locally
Why you need to know ` Checking projects in and out is a critical part of your configuration effort ` Allows multiple developers to work together on a configuration effort
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Managing Object Definitions
18.3
Projects
Are named sets of object definitions in a repository ` Only one version of a project exists in a repository at a time
Are a mechanism to organize object definitions so that a single developer can exclusively work on them as a group Repository
Client Client
Admin Contact User List Applet
Parent Node
Contact User Creation View
Node List Applet
Product Component Product
Internal Product
Equivalent Product
Internal Product Attachment
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Reference
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Siebel Tools Reference
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Managing Object Definitions
18.4
Projects Continued A standard Siebel application is delivered with a large number of existing projects New projects can be created by
` Selecting the Project object type and ` Creating a new record in the Object List Editor
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Managing Object Definitions
18.5
Assigning Object Definitions to Projects
Every object definition must belong to one, and only one, project: ` A Siebel-supplied project ` A user-created project
A top-level object definition has a Project property ` Child object definitions belong to the parent project
Child object definitions have no Project property
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Managing Object Definitions
18.6
Viewing Object Definitions by Project
View object definitions in a project using the Project drop-down list ` Displays the object types for which there are object definitions in the selected project ` Select **All Projects** at the top of the list to see all projects Project drop-down
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Managing Object Definitions
18.7
Repositories
Master copy of repository resides on server database ` Stores tested object definitions for complete developer team
Each developer has copy of the repository on local developer (client) workstation ` Developers perform all editing on their local repository
Server Machine
Developer Workstation
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Managing Object Definitions
18.8
Copying Projects
Object definitions in one or more projects can be copied ` From the server to the local developer repository (Get, Check Out) ` From the local developer repository to the server (Check In)
Overwrites the version in the destination repository Project Get, Check Out
Local
Server Check In
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Managing Object Definitions
18.9
Getting Projects Use Get to populate a newly-initialized local database with a copy of all projects in the server repository Use Get to refresh a read-only project in a local repository
` Need object definitions modified by other developers to update your local copy
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Managing Object Definitions
18.10
Check Out Use Check Out to modify object definitions in a project Check Out:
` Copies all object definitions in project on server to local database
Local copy of project is overwritten by server version
` Locks project on server repository
Prevents other developers from modifying that project
` Locks the project in the local repository
Permits developer to make changes to object definitions in that project
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Managing Object Definitions
18.11
Check Out Continued
Use Check Out to copy projects from the server to the local repository
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Managing Object Definitions
18.12
Check In Use Check In when object definitions in project have been edited and tested Check In:
` Copies object definitions from local repository to server repository ` Replaces versions of checked out object definitions with new versions and unlocks projects
Can also check in object definitions in newly-created projects
` Releases locks on both server and local copies of project
Maintain Lock leaves project locked for further local modification by current developer
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Managing Object Definitions
18.13
Check In Continued
Use Check In to copy projects from the local to the server repository
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Managing Object Definitions
18.14
Project Differences
Use Project Differences to view details of changes made to checked-out projects prior to checking them in ` Detect mistakes or omissions before changes are committed to server repository
Invoke using Diff button in Check In window
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Managing Object Definitions
18.15
Canceling Check Out
Discards changes made to checked-out project if: ` Changes are no longer required ` Local project has become corrupted
To cancel check out of a project ` Check out project from server again
Replaces modified object definitions in local repository with original version from server repository Repeating check out is permitted for person who last checked out project
` Then check in project to unlock project on both local and server repositories
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Managing Object Definitions
18.16
Undo Check Out
Use Undo Check Out to release lock on a project on the server without checking in edited object definitions ` Makes original project available to another developer ` Can be followed by Get project to restore original object definitions in local database
Alternate way to cancel check out
Undo Check Out: ` Releases lock on server ` Retains lock on local database
Developer can continue to modify object definitions but will not be able to check them in to server
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Managing Object Definitions
18.17
Locking Projects
You can directly lock and unlock projects in the current repository (local or server) Use Tools Æ Lock Project
Set Locked property directly
Module 18: Managing Object Definitions
Project Drop-Down
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You can select the **My Locked Projects** entry in the Project drop-down to display only those projects you have locked (either by checking them out or locking them directly).
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Managing Object Definitions
18.18
Locking Projects Locally
Consider when: ` Prototyping your ideas without preventing other developers from checking out the project ` Intending to discard (rather than save) your work
Allows developer to make and test modifications locally Prevents developer from checking them in to server repository
Server Machine
Developer Workstation
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Developer Workstation
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18.19
Locking Projects on the Server Prevents developer from undoing the changes and restoring the original definitions Allows other developers to get object definitions in an incomplete, inconsistent, and untested state Siebel Systems recommends that developers never directly lock projects on the server Always use Check Out and modify the object definitions locally
Server Machine
Developer Workstation
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Developer Workstation
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Managing Object Definitions
18.20
Summary
This module showed you how to: ` Explain the role of projects ` Manage object definitions using:
Check Out Check In Lock projects locally
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18.21
Lab
In the lab you will: ` Explore how projects work in Siebel Tools ` Check out a project from the server
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Managing Object Definitions
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18.22
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