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Oracle Siebel CRM 8 Developer's Handbook

Alexander Hansal

Configure, Automate, and Extend Siebel CRM applications with this Oracle book and eBook
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Book Details

ISBN 139781849681865
Paperback576 pages

About This Book

  • Use Siebel Tools to configure and automate Siebel CRM applications
  • Understand the Siebel Repository and its object types
  • Configure the Siebel CRM user interface – applets, views, and screens
  • Configure the Siebel business layer – business components and business objects
  • Customize the look and feel of Siebel CRM applications
  • A multitude of explanatory tables, screenshots, and precise diagrams to illustrate the topics
  • Instructions valid for versions 8.0, 8.1, and 8.2

Who This Book Is For

This book is written for developers who want to develop their Siebel Tools skill set. While the book is intended for beginners, even experienced developers will benefit from the topics presented in this book. Preliminary exposure to or training on technical Siebel topics would be beneficial but is not mandatory before you start reading this book.

Table of Contents

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

What You Will Learn

  • Understand object types and their relationships in the Siebel Repository
  • Learn how to use Siebel Tools
  • Create symbolic strings to support multi-lingual applications
  • Configure business components, joins, and fields
  • Configure static and dynamic pick lists
  • Create multi-value fields
  • Configure access control
  • Implement user properties to control special behavior
  • Create drill-downs and applet toggles to support navigation
  • Configure menu items and buttons using the Siebel event framework
  • Use preconfigured business services
  • Support EAI interfaces and reports with integration objects and EAI Siebel Adapter
  • Automate business processes with Siebel Workflow
  • Support process-based navigation with Siebel Task UI
  • Extend the Siebel business logic with scripting
  • Migrate configuration changes between environments with Application Deployment


In Detail

Oracle's Siebel CRM is market-leading Customer Relationship Management software. Unmatched in functionality and scalability, Siebel enhances a company's sales performance, improves customer satisfaction, and provides a robust Customer Relationship Management system for an organization.

Written by Oracle employee and Siebel expert, Alexander Hansal, this book is a complete practical guide to configuring, automating, and extending Siebel CRM applications. You will learn how to configure the Siebel CRM user interface objects as well as the underlying business layer objects by using real-life case study examples. In addition, you will learn to safely configure the Siebel data model.

You will learn how the object types in the Siebel Repository are related to each other and how they are organized in different layers. The book then teaches you to configure the Siebel CRM user interface objects such as views and applets as well as the underlying business layer objects by using real-life case-study examples. Always having one eye on performance and upgradeability, you will learn to safely configure the Siebel data model.

Understanding and using the Siebel event framework for automation is also a key focus area of the book. You will gain a thorough and solid understanding of integration objects to support EAI interfaces.

Chapters on Siebel Workflow, Task UI, and scripting prepare you for the most complex automation requirements and ensure that you hit the road running on your first Siebel implementation projects.

If you already consider yourself an experienced Siebel consultant, be prepared for some unprecedented insights and pro tips.


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