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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.
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
Siebel Industry
applications
Technical topics
Navigation
Siebel 7 Essentials
Table of Contents
Volume 1
Foundations
Module i:
Module 1:
Module 2:
Module 3:
Module 5:
Module 6:
Module 7:
Server Administration
Module 9:
Module 10:
Module 11:
Creating an Organization
Module 12:
Authenticating Users
Module 14:
Module 15:
Module 16:
Configuration
Module 17:
Module 18:
i
COMPANY CONFIDENTIAL AND PROPRIETARY INFORMATION
DUPLICATION IS PROHIBITED
Siebel 7 Essentials
Volume 2
Configuration, Continued
Module 19:
Module 20:
Module 21:
Module 22:
Configuring Views
Module 23:
Module 24:
Module 25:
Module 26:
Module 27:
Module 28:
Module 29:
Module 30:
Configuring Navigation
Module 31:
Module 32:
Configuring Picklists
Module 33:
Module 34:
Module 35:
Localizing an Application
Module 36:
Configuration Guidelines
Volume 3
Data Loads
Module 37:
Module 38:
Data Mapping
Module 39:
Module 40:
Module 41:
ii
Siebel 7 Essentials
Module 43:
Module 44:
Module 45:
Module 46:
Module 47:
Module 48:
Module 49:
Module 50:
Deployment
Module 51:
Module 52:
Module 53:
Conclusion
Module 54:
Final Words
iii
COMPANY CONFIDENTIAL AND PROPRIETARY INFORMATION
DUPLICATION IS PROHIBITED
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iv
i.1
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i.2
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i.3
Module Objectives
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i.4
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i.5
Bathrooms
Telephones
Fire Exits
Questions?
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i.6
Course Materials
Student Guide
` All slides presented during lecture
Lab Guide
` Hands-on lab exercises and solutions
Media
`
`
`
`
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i.7
Course Objectives
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i.8
Course Audience
Application Developers
System Architects and Configurators
Database Administrators
Systems Administrators
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i.9
Course Methodology
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i.10
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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i.11
Agenda
Foundations
` 1: Introducing Siebel eBusiness Applications
` 2: Using the Siebel Client
` 3: Organizing Data Behind the User Interface
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i.12
Agenda Continued
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i.13
Agenda Continued
Configuration
`
`
`
`
`
`
`
`
`
`
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i.14
Agenda Continued
Configuration Continued
`
`
`
`
`
`
`
`
`
`
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i.15
Agenda Continued
Data Loads
`
`
`
`
`
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i.16
Agenda Continued
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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i.17
Summary
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i.18
1.1
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1.2
Module Objectives
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1.3
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
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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1.4
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 MidMarket
Edition
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1.5
Business Entities
Accounts
Opportunities
Contacts
Service Requests
Activities
Assets
Entity
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1.6
Account
Is a business external to your company
Represents a current or potential client, a business partner, or
a competitor
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1.7
Opportunity
Is a potential revenue-generating event
Has the following characteristics
`
`
`
`
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1.8
Contact
Is a person with whom you do business
Has the following characteristics
` Name
` Job title
` Email address
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1.9
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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1.10
Activity
Is a specific task or event to be completed
Has the following characteristics
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1.11
Asset
Is an instance of a purchased product
Has the following characteristics
` Asset number
` Product and part number
` Status
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1.12
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
Partners
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1.13
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
Standard Interactivity
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1.14
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1.15
` Interactive controls
` Keyboard shortcuts
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Client-side Scripting
Interactive Controls
Keyboard Shortcuts
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1.16
Personalized content
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Reference
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1.17
Click
menu
button for
more
commands
Reference
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1.18
Reference
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1.19
Shopping cart
Browse products
Reference
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1.20
Recommended
items
Company news
Reference
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1.21
Siebel Call Center and Siebel eService are used during this
course
` Technology learned here applies to all Siebel applications
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1.22
Siebel
Database
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1.23
`
`
`
`
`
`
`
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1.24
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1.25
Summary
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1.26
2.1
2
Module 2: Using the Siebel Client
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2.2
Module Objectives
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2.3
Home Page
Home Page
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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
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
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2.5
List
Show Drop-Down
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2.6
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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2.7
2. presents
account and
contact data
Hyperlinks
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2.8
History drop-down
Select from drop-down list
to navigate to previous
screens and views
Current view is at
top of list
Thread bar
Current view
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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
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2.9
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
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2.10
Application-Level Menu
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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
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2.11
Click to show
menu for
Opportunity form
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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2.12
Creating Data
Click menu
button, then
select New
Record
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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.
If a record cannot be undone or deleted, the actions will be grayed out and
unavailable to the user.
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2.13
Modify data
` Select record field in the list or form, and change it
Explicit save
Save Button
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The presence of the Save button does not negate the implicit record-level
commit described above.
2.14
Picklist
` Select a single value for a field
in a record
Select an Account
Type for the account
Select button
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More Examples of
MVGs
Drop-Down Arrow
Select Button
Clicking the select button in a field accesses a dialog box, which provides
a list of records from which to select.
Siebel 7 Essentials
2.15
What is a Query?
Query by Example
(QBE)
Siebel 7 Essentials
Siebel eBusiness Applications support QBE, which helps you quickly and
easily find the information you are looking for.
2.16
Query Operators
<= (less than or equal to) can be used on numeric or date fields
<> (not equal to) can be used on all fields
OR allows entry of more than one value for a field
Null Criteria
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Running a query with no criteria will return all records in the list. This is
also a way to refresh your screen to see the most current information.
2.17
Refining Queries
2
Original query criteria
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2.18
Saving Queries
1. Select EditQuerySave As
2. Name the query and click OK
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Application-Level Menu You must use this menu to save queries. Optionally, you can perform the
other query functions from this menu, such as creating a new query,
refining an existing query, and running a query.
Saving Queries
Siebel 7 Essentials
By default, queries are saved as private queries, and are only available to
the user who created them.
2.19
Using Favorites
Predefined queries
Predefined Queries
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2.20
Sorting Data
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2.21
Keyboard Accelerators
Two modes
` Basic
` Extended
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Extended Mode
This mode makes use of a small ActiveX control downloaded one time to
the browser when starting the Siebel application. Extended mode allows
the ability to map any key sequence to Siebel commands. This is the
default setting and is the most commonly used mode.
Basic Mode
This mode is for users who 1) Do not wish to download the ActiveX control
to their browser client, or 2) Use browsers that are not able to accept and
run ActiveX controls. Limitations are that you cannot map any key
sequences that are already used by the browser, and you cannot map any
key sequences that use special keys (such as function keys and up/down
arrow keys).
Siebel 7 Essentials
2.22
Columns
available to be
used in the list
Click buttons
to add to or
remove from
Selected
Columns
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Current columns
in the list
Click buttons
to sequence
columns
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2.23
Toggle the list or form to show more or less detail for a record
1. Click Show
more button
2. to show
more details
in form
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2.24
Summary
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2.25
Lab
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2.26
3.1
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3.2
Module Objectives
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3.3
List
Record
Form
Business data item
Record
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3.4
Record
Database
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3.5
Business Components
Are a collection of data in the database reorganized to reflect
the users business
Organize data from the users business perspective for
presentation in the UI
Business
components
work here
Database
Single record
displayed in a form
Module 3: Organizing Data Behind the User Interface
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Business Component
Data in the UI
Applets
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3.6
List references
one business
component
Form references
one business
component
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3.7
Account
Opportunity
Service Request
Contact
Activity
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3.8
View
Business
area
Account
list
Account
form
View
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3.9
Business Object
List references
one business
component
Business
object is a
collection of
business
components
Form references
one business
component
Business Object
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3.10
Account
Account
Business component
Business
object
Opportunity
Product
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Contact
Business component
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3.11
Account
Business
object
Opportunity
Parent BC
Product
Contact
Relationships
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Account
Child BC
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3.12
Account
Record
Account
Opportunity
Product
Contact
Business
object
Module 3: Organizing Data Behind the User Interface
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3.13
Account
Account
Opportunity
Product
Business
object
Module 3: Organizing Data Behind the User Interface
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3.14
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3.15
Siebel Applications
2. Business logic
3. Data storage
Account
Account
Opportunity
Product
Reference
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Contact
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3.16
Summary
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3.17
Lab
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3.18
4.1
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4.2
Module Objectives
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4.3
Web Server
4
Siebel
Servers
Database
Server
Siebel
File System
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Clients
Siebel 7 Essentials
4.4
Logical Architecture
Browser
Web Server
Siebel Web
Server Extension
Image
Cache
Gateway Server
Enterprise Server
Siebel Server
Component
Database
Server
Module 4: Exploring the Siebel Architecture
Siebel Server
Component
Siebel
File System
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Browser Access
Reference
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4.5
Siebel Clients
Browser
` Standard mode
` High Interactivity mode
Web Server
Siebel Web
Server Extension
Connection state
stored on Siebel Server,
supporting reconnection
if necessary
Image
Cache
Gateway Server
4
Enterprise Server
Siebel Server
Component
Siebel Server
Component
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Reference
WML
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4.6
Web server
` Identifies and passes Siebel requests to the Siebel Server
` Passes completed HTML application pages back to browser
Image
Cache
Gateway Server
Enterprise
EnterpriseServer
Server
Siebel
SiebelServer
Server
Component
Object Manager
Siebel
Server
Siebel
Server
Component
Component
Workflow Manager
File System Manager
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Reference
Stateless Connection
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4.7
Image Cache
Image
Cache
Gateway Server
Enterprise
EnterpriseServer
Server
Siebel
SiebelServer
Server
Component
Object Manager
Siebel
Server
Siebel
Server
Component
Component
Workflow Manager
File System Manager
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4.8
Image
Cache
Gateway Server
Enterprise Server
Siebel Server
Component
Siebel Server
Component
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Gateway Server
Clustered
Environments
Siebel 7 Essentials
4.9
Image
Cache
Gateway Server
Enterprise
EnterpriseServer
Server
Siebel
SiebelServer
Server
Component
Object Manager
Siebel
Server
Siebel
Server
Component
Component
Workflow Manager
File System Manager
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Exceptions
Mobile and handheld Web clients connect directly to the Siebel Server.
These clients are covered in more detail in the next module.
Load Balancing
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4.10
Siebel Server
Processes requests from Siebel clients
Controls server components running on a machine
Obtains configuration information from the Gateway Server
Runs as a Windows service or UNIX daemon process
Enterprise Server
Siebel Server
Object Manager
Siebel Server
Component
Workflow Manager
File System Manager
Database
Server
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Siebel
File System
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4.11
Server Component
A type of program that executes on a Siebel Server to perform
a specific function or job
Examples:
`
`
`
`
`
Siebel Server
Object Manager
Component
Workflow Manager
File System Manager
Server Components
Siebel 7 Essentials
Examples:
Synchronization Manager
Workflow Manager
File System Manager
Object Manager
Communications Server
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4.12
Enterprise Server
Supports groups of users accessing a single database server
Logically groups Siebel Servers sharing configuration
information
Supports common administration via Siebel Server Manager
Installed and configured as part of the first Siebel Server
installation
Gateway Server
Enterprise Server
Siebel Server
Object Manager
Siebel Server
Component
Workflow Manager
File System Manager
Database
Server
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Siebel
File System
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4.13
Object Manager
Siebel Server
Object Manager
Siebel
Web Engine
Business
Object
Component
BusinessObject
Object
Business
Data Manager
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4.14
Data Manager
Enterprise Server
Siebel Server
Object Manager
Business Object
Business Object
Siebel Server
Component
Data Manager
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Performance
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4.15
Database Server
Stores Siebel data within a predefined database schema on a
third-party relational database management system (RDBMS)
Supports Siebel Server and client access through native SQL
Accessed by Data Manager
Gateway Server
Enterprise Server
Siebel Server
Siebel Server
Component
Compo
Component
Object Manager
Data Manager
Database
Server
Siebel
File System
Extensible Schema
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4.16
`
`
`
`
`
Siebel
Templates
Business Object
Business Object
Siebel Web Engine
Markup Languages
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Web Server
HTML
SWSE
Browser
Image
Cache
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4.17
Siebel Server
Component
Database
Server
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Siebel
File System
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4.18
Web Server
Siebel Web Server
Extension
2
1
Browser generates
HTTP request
Web server
recognizes that URL
contains a Siebel
request and passes it
to the Siebel Web
Engine (SWE)
Object Manager
BusinessObject
Object
Business
Siebel Web Engine
Siebel
Templates
Template used is
based on the view
requested as specified
by operation
Inbound
Outbound
Module 4: Exploring the Siebel Architecture
Siebel 7 Essentials
Data
Data Manager
Manager
SWE
requests
retrieved
data from
Object
Manager
Object Manager
retrieves data from
Siebel database or
external application
Siebel Data
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4.19
Web Server
Siebel Web
Server Extension
Gateway Server:
Provides access to and
distributes load for
Siebel Servers
Image
Cache
Gateway Server
Enterprise Server
Siebel Server
Siebel Server
Object Manager
(Includes SWE)
Enterprise Server:
Group of Siebel Servers
that access the same
Database Server
Component
Siebel Server:
Runs one or more
components that supply
services to clients
4
Database Server:
Predefined tables and columns
that store Siebel data
Database
Server
Reference
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Siebel
File System
File System:
Directory that stores
compressed files used
by Siebel applications
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4.20
Physical Architecture
The Gateway Server, Siebel Server, Database Server, and File
System can be implemented on one machine or spread across
multiple machines
The Siebel Server(s) should have a high-speed LAN
connection to the Database Server
Enterprise Server
High-speed LAN
Gateway Server
Siebel Server
Web Server
SWSE
Siebel
File System
Siebel Server
Firewall
Firewall
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Database
Server
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4.21
You Decide
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4.22
Summary
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4.23
Lab
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4.24
5.1
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5.2
Module Objectives
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5.3
Enterprise Server
Siebel Server
Component
Browser
Web Server
Siebel Web
Server Extension
Gateway Server
Siebel Server
Component
Database
Server
Module 5: How Clients Access Siebel Data
Reference
Siebel 7 Essentials
Siebel
File System
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5.4
Web
Wireless Web
Handheld
Mobile Web
Reference
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Dedicated Web
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5.5
Web
Mobile
Web
Handheld
Web Server
Siebel
Servers
Dedicated
Web
Database
Server
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Siebel
File System
5
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5.6
Browser
Siebel Web
Server Extension
Gateway Server
Enterprise Server
Siebel Server
Component
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Siebel Server
Component
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5.7
Siebel Applications
Consist of:
` An object manager
` Configuration (.cfg) file or Object Manager component
parameters defining the repository file and database
` A repository (.srf) file that specifies the configured application
` A set of template files that specify how to render the UI in the
users browser
Web Clients
` A relational database
Mobile and Dedicated Web Clients
Object Manager
Templates
Parameters
.srf
.cfg
Database
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5.8
Object Manager
Templates
Parameters
.srf
.cfg
Database
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5.9
Object Manager
Object Manager
Templates
Parameters
.srf
.cfg
Database
Web Clients
Mobile and Dedicated Web Clients
Module 5: How Clients Access Siebel Data
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5.10
Object Manager
Templates
Parameters
.srf
.cfg
Database
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5.11
Templates
Parameters
.srf
.cfg
Database
Web Clients
Mobile and Dedicated Web Clients
Module 5: How Clients Access Siebel Data
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5.12
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5.13
5
Module 5: How Clients Access Siebel Data
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5.14
Web Client
Accesses Gateway Server and Siebel Server through Web
Server running SWSE
Accesses Siebel data through Object Manager
Results transformed by Siebel Web Engine and returned as
HTML pages to client browser
Gateway Server
Web Server
Siebel Web
Server Extension
Enterprise Server
Siebel
Siebel Server
Server
Object Manager
HTTP
BusinessObject
Object
Business
Siebel Web Engine
Web Client
Data Manager
.cfg
.srf
Database
Server
Siebel
File System
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5.15
Web Client
.swe (SWSE)
Object Manager
5
Module 5: How Clients Access Siebel Data
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5.16
Web Server
Siebel Web
Server Extension
Enterprise Server
Siebel Server
Server
Siebel
Object Manager
WAP Server
BusinessObject
Object
Business
Siebel Web Engine
Data Manager
Wireless
Web Client
.cfg
.srf
Database
Server
Siebel
File System
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WAP Server
Reference
Siebel 7 Essentials
5.17
Enterprise Server
Siebel
Siebel Server
Server
Mobile/Handheld
Client
Object Manager
.cfg
.srf
BusinessObject
Object
Business
Siebel Web Engine
Data Manager
Database
Server
Siebel
File System
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5
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5.18
Mobile Web
Client
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5.19
Disconnected Processing
Mobile/Handheld
Client
Web Server
SWSE
.cfg
.srf
Object Manager
BusinessObject
Object
Business
Siebel Web Engine
Data Manager
Siebel
Siebel Server
Server
5
Module 5: How Clients Access Siebel Data
Disconnected
Processing
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5.20
Enterprise Server
Siebel Server
Web Server
SWSE
.cfg
.srf
Component
Object Manager
Business Object
SWE
Data Manager
Database
Server
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Siebel
File System
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5.21
All Clients
Web Server
SWSE
WAP
Server
Web Client
Gateway Server
Dedicated Web
Client
Web Server
SWSE
Object Manager
Enterprise Server
Mobile/Handheld
Client
Siebel Server
.cfg
.srf
Object Manager
Siebel Web Engine
Data Manager
Component
.cfg
Data Manager
.srf
.cfg
.srf
Database
Server
Siebel 7 Essentials
Siebel
File System
5
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5.22
You Decide
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5.23
Summary
5
Module 5: How Clients Access Siebel Data
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5.24
Lab
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6.1
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6.2
Module Objectives
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6.3
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6.4
Pre-Installation Tasks
Prepare for installation
Create operating system account(s)
Create the Siebel database
Create the Siebel file system directory and share it
Reference
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6.5
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6.6
Example:
Enterprise Server
Gateway Server
Siebel Server
G1
S1
Web Client
Siebel
File System
C1
Machine/Host
Web Server
D1
W1
Database
Server
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D1
G1
S1`
W1
The Web Server machine running the Siebel Web Server Extension
installed to access the Gateway and Siebel Servers.
C1
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6.7
Consult the Siebel Server Installation Guide for exact steps and
privileges
Example:
NTSERV
Owner Account
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6.8
Machine Name:
D1
Database:
siebeldb
Size:
500 MB
Siebel Database
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D1
siebeldb
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6.9
Machine Name:
S1
File System:
C:\siebfile
S1
C:\siebfile
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File System
Siebel 7 Essentials
6.10
Gateway Server
Enterprise and Siebel Servers
Siebel Database Server
Siebel Web Server Extension
Prerequisite third-party or ancillary products (FirstLogic, Fulcrum,
and so forth) required by Siebel Servers
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Installation
The Gateway Server, Enterprise and Siebel Servers, and Siebel Database
Server can be installed either separately or simultaneously.
Client Browser
Siebel 7 Essentials
6.11
Gateway Server
Destination Directory:
C:\sea701
OS Account:
NTSERV
Machine Name:
G1
G1
G1
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Distributed Software
OS Account
The account name is the operating system account that was created in the
pre-installation tasks.
Reference
Siebel 7 Essentials
6.12
Siebel 7 Essentials
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6.13
Destination Directory:
C:\sea701
siebel
File System:
HQ\G1\c:\siebfile
D1
Database/Tablespace:
siebeldb
Database User/Password:
SADMIN/SADMIN
S1
siebel_S1
OS Account:
NTSERV
Enterprise Server
siebel
Siebel Server
S1
S1
C:\siebfile
SiebSrvr_siebel
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siebel
The default name for the logical grouping of servers in the enterprise. You
may set this to a different string of characters with a maximum length of 12
characters.
File System
siebeldb
The default name of the database that was created in the pre-installation
tasks. It will contain the Siebel database tables.
SADMIN
siebel_S1
The name of the Siebel Server. You may set this to a different string of
characters.
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6.14
Siebel 7 Essentials
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6.15
Destination Directory:
C:\sea701
C:\sea701\dbsrvr
C:\sea701\siebsrvr
Database User/Password:
SADMIN/SADMIN
SIEBEL/SIEBEL
SiebSrvr_siebel
D1
Database
Server
siebeldb
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SADMIN
The default name for the system administration database login. Here it is
used to create the ODBC datasource. Since this corresponds to the
default employee in the seed data, you should not change this.
SIEBEL
The default name of the siebeldb database owner. The login and owner
are set when the grantusr.sql script is run. There is no corresponding
employee. Therefore, you may change this value by modifying scripts and
parameters.
Reference
Siebel 7 Essentials
6.16
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6.17
Example:
Siebel Web Server Extension
Destination Directory:
C:\sea701\SWEApp
G1
siebel
siebel_S1
Web Server
SWSE
W1
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G1
The name of the machine on which the Gateway Server was installed.
siebel
The default name for the logical grouping of servers in the enterprise.
siebel_S1
The name of the Siebel Server. You may set this to a different string of
characters. Avoid spaces.
W1
Reference
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6.18
Siebel 7 Essentials
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6.19
Siebel 7 Essentials
19 of 25
6.20
Once you have entered the license key, you can add, modify,
or delete license keys
` Navigate to Application AdministrationLicense Keys to add
additional products
Siebel 7 Essentials
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6.21
Verify Client
Verify application launch and connectivity to server
Example:
Web Server
SWE Command
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Siebel Application
SWE Command
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6.22
Post Installation
Example:
Gateway Server
Enterprise Server
siebel
Siebel Server
G1
S1
G1
S1
Client
C1
Web Server
SWSE
C:\siebfile
File System
D1
siebeldb
W1
Siebel 7 Essentials
Database Server
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6.23
Classroom Installation
D:\sea701\gtwysrvr
Siebel Server
D:\sea701\siebsrvr
HOSTNAME00
Enterprise Server
siebel
HOSTNAME00
Web Server
HOSTNAME00
siebeldb
C:\siebfile
Siebel Web
Server Extension
Database Server
D:\sea701\dbsrvr
File System
D:\siebfile
Mobile client
Siebel 7 Essentials
D:\sea701\SWEApp
C:\sea701\client
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6.24
Summary
Siebel 7 Essentials
24 of 25
6.25
Lab
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25 of 25
Siebel 7 Essentials
6.26
Server Administration
7.1
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Server Administration
7.2
Module Objectives
Reference
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Server Administration
7.3
Server Manager
3 of 27
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Server Administration
7.4
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Server Administration
7.5
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Server Administration
7.6
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Server Administration
7.7
Server Components
` Assignment Manager
7 of 27
Siebel 7 Essentials
Server Administration
7.8
Component Groups
Component Groups consist of related server components
Navigate to Server AdministrationEnterprise Configuration to
enable or disable component groups
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Server Administration
7.9
Enable Component
Groups
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Server Administration
7.10
Component Definitions
Parameters
for the Call
Center Object
Manager
component
Module 7: Server Administration
Reference
Siebel 7 Essentials
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Server Administration
7.11
Tasks
11 of 27
Siebel 7 Essentials
Server Administration
7.12
Setting Parameters
` Dynamic
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Server Administration
7.13
Enterprise
Server
Component Definition
Server Component
Task
Highest
Lowest
Parameter Hierarchy
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Server Administration
7.14
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Server Administration
7.15
Batch Components
The task runs until completion, and then it stops
Started manually via:
Examples
Subset of Enterprise Application
Integration component group
Run Mode
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Server Administration
7.16
Synchronizing
Components
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Server Administration
7.17
Background Components
Started:
` Manually via command line
` Automatically upon server startup
Examples
Default Tasks
Parameter
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Components with the parameter Default Tasks > 0 will start automatically
when the Siebel Server is started. Navigate to Server Administration
Enterprise ConfigurationComponent Definitions to view or modify
component parameters.
Server Administration
7.18
Interactive Components
Run Mode
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Server Administration
7.19
Component States
Description
Online
Tasks are currently not running for the assigned component, but
new tasks can be started.
Running
Offline
Shutdown
Unavailable State
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Server Administration
7.20
Managing a Component
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Server Administration
7.21
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.
Siebel 7 Essentials
Server Administration
7.22
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
Component alias
Siebel Server
Reference
Siebel 7 Essentials
Parameters
22 of 27
Server Administration
7.23
Monitoring a Task
Description
Indicates that the task has been started
Running
Paused
Shutting Down
Completed
Exited with Error
Killed
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 <task number>
Siebel 7 Essentials
Server Administration
7.24
Drill down
on task
number
to view
Task Info Log
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.
Server Administration
7.25
Log Files
25 of 27
Siebel 7 Essentials
Server Administration
7.26
Summary
Siebel 7 Essentials
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Server Administration
7.27
Lab
27 of 27
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Server Administration
Siebel 7 Essentials
7.28
8.1
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8.2
Module Objectives
Reference
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8.3
Business Problem
Different users need access to different information
Access to information must be controlled so that
CFO
Opportunities
Forecasting
Orders
Channel Partners
Call Center Agent
Service Requests
Module 8: Access Control and Views
Opportunities
3 of 14
Siebel 7 Essentials
8.4
Siebel 7 Essentials
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8.5
5 of 14
Siebel 7 Essentials
8.6
Access to Views
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8.7
Responsibility
Determines the set of views to which a user has access
Corresponds to a users job function or role
Views
associated with
the Field Sales
Representative
responsibility
7 of 14
Siebel 7 Essentials
8.8
Call Center
Manager and
Universal Agent
responsibilities
share a common
set of views
Siebel 7 Essentials
8 of 14
8.9
Mike Masters is
assigned to both
responsibilities:
Call Center
Manager and
Universal Agent
9 of 14
Siebel 7 Essentials
8.10
Multiple Responsibilities
When users log in, they see the union of all views for their
assigned responsibilities
Siebel 7 Essentials
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8.11
11 of 14
Siebel 7 Essentials
8.12
Siebel 7 Essentials
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8.13
Summary
13 of 14
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8.14
Lab
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9.1
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9.2
Module Objectives
2 of 24
Reference
Siebel 7 Essentials
9.3
Types of Data
3 of 24
Siebel 7 Essentials
9.4
Siebel 7 Essentials
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9.5
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
5 of 24
Siebel 7 Essentials
9.6
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6 of 24
9.7
For example, a group of call center agents all doing the same work
7 of 24
Siebel 7 Essentials
9.8
Primary Employee
Siebel 7 Essentials
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9.9
9 of 24
Siebel 7 Essentials
9.10
Primary Position
One position is
defined as
primary for an
employee
Siebel 7 Essentials
10 of 24
9.11
Change Position
Users can change position during a session by selecting
ViewUser PreferencesChange Position
Users can only log in as one position at a time
By default, log in is based on the users primary position
11 of 24
Siebel 7 Essentials
9.12
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9.13
13 of 24
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9.14
Siebel 7 Essentials
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9.15
Team Fields
Vary according to the view in which they appear
Examples
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Siebel 7 Essentials
9.16
Siebel 7 Essentials
16 of 24
9.17
17 of 24
Siebel 7 Essentials
9.18
Organization
Siebel 7 Essentials
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9.19
19 of 24
Siebel 7 Essentials
9.20
Siebel 7 Essentials
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9.21
In the My Opportunities
view, use the Organization
field to assign multiple
organizations to a record
21 of 24
Siebel 7 Essentials
9.22
Siebel 7 Essentials
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9.23
Summary
23 of 24
Siebel 7 Essentials
9.24
Lab
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24 of 24
10.1
10
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10.2
Module Objectives
2 of 12
Reference
Siebel 7 Essentials
10.3
3 of 12
10
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10.4
View Types
My View
My Teams View
All View
All Across Organization View
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10.5
My View
5 of 12
10
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10.6
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10.7
My Teams View
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10
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10.8
All View
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10.9
9 of 12
10
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10.10
Administration Views
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10.11
Summary
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10
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10.12
Lab
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Creating an Organization
11.1
11
Siebel 7 Essentials
Creating an Organization
11.2
Module Objectives
Siebel 7 Essentials
2 of 14
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
Professional
Services, Galway
Consultant
Consultant
9 10
3 of 14
11
Siebel 7 Essentials
Creating an Organization
11.4
Organizations
Divisions
Positions
Responsibilities
Employees
Siebel 7 Essentials
4 of 14
Creating an Organization
11.5
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
Professional Services,
Amsterdam
Consultant
Consultant
7 8
Professional
Services, Galway
Consultant
Consultant
9 10
5 of 14
11
Siebel 7 Essentials
Creating an Organization
11.6
Defining Divisions
Explorer view
Required field
Required field
Creating Divisions
6 of 14
Siebel 7 Essentials
Creating an Organization
11.7
Defining Organizations
7 of 14
Divisions Organization A divisions organization will be the organization of its parent division. In
the event the parent division is null, the divisions organization will be the
default organization.
11
Siebel 7 Essentials
Creating an Organization
11.8
Explorer View
Required fields:
Name, Currency
8 of 14
Creating Organizations Use caution when creating organizations. Once you create an
organization, you cannot delete it.
Organization Skills
Siebel 7 Essentials
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.
Creating an Organization
11.9
Defining Positions
Navigate to Group AdministrationPositions
Create positions based on your reporting structure
Explorer View
Reporting relationship
Required fields:
Division, Position
9 of 14
Parent Position
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.
11
Siebel 7 Essentials
Creating an Organization
11.10
Defining Responsibilities
1. Create
responsibility
2. Associate
views to
responsibility
Predefined
Responsibilities
Siebel 7 Essentials
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Creating an Organization
11.11
Defining Employees
Required fields
Associate one or
more positions
Associate one or
more responsibilities
11 of 14
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.
11
Siebel 7 Essentials
Creating an Organization
11.12
Division
Professional Services,
Amsterdam
Positions
Responsibility
Consultant
Consultant
7 8
Sales Manager
All Opportunities
My Teams Accounts
All Accounts
Reference
Siebel 7 Essentials
Views
12 of 14
Creating an Organization
11.13
Summary
13 of 14
11
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Creating an Organization
11.14
Lab
Siebel 7 Essentials
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Authenticating Users
12.1
12
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Authenticating Users
12.2
Module Objectives
Siebel 7 Essentials
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Authenticating Users
12.3
12
Authentication:
` Determines and validates the users 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
Reference
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3 of 21
Authenticating Users
12.4
Employees
Customers
Validation
Siebel Applications
Partners
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Authenticating Users
12.5
12
Reference
Siebel 7 Essentials
5 of 21
Authenticating Users
12.6
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Authenticating Users
12.7
12
Internal authentication:
` Verifies against the relational database (RDBMS) and Siebel
application
External authentication:
` Uses an external file (or directory) and security adapter to
authenticate users
7 of 21
Directory
Security Adapter
Siebel 7 Essentials
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
3. Connect to database
Siebel
Database
Module 12: Authenticating Users
Accessing Multiple
Siebel Applications
Siebel 7 Essentials
8 of 21
For example, employees may need access to Siebel Sales and Siebel
Field service, and these applications use the same Siebel database.
Authenticating Users
12.9
12
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.
Authenticating Users
12.10
Siebel 7 Essentials
10 of 21
Authenticating Users
12.11
12
External Authentication
Browser
Web
Server
SWSE
Credentials
1. User
provides
information
2. Verify
credentials
Siebel Object
Manager
Security
adapter
Siebel
Database
4. Connect
to database
Security Adapter
Login
Retrieve DB
account and
roles
Authentication
Service
Directory
11 of 21
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Authenticating Users
12.12
Supported LDAP
Directories
Siebel 7 Essentials
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Authenticating Users
12.13
12
13 of 21
Parameters
System Preferences
Workflow Processes
Siebel 7 Essentials
Authenticating Users
12.14
Siebel 7 Essentials
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Authenticating Users
12.15
12
Ability to log in only once and access all applications within a Web
site or portal
Siebel 7 Essentials
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Authenticating Users
12.16
Click here to
self-register
Module 12: Authenticating Users
Siebel 7 Essentials
16 of 21
Authenticating Users
12.17
12
17 of 21
Web SSO
Access to Multiple
Applications
With Web SSO, users are given access to the specific applications to
which they are entitled.
Siebel 7 Essentials
Authenticating Users
12.18
Specify parameters in
each eApp section or
in [defaults] to apply
to all customer
applications
Reference
Specify same
parameters as
in eapps.cfg
18 of 21
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 users username. The value, REMOTE_USER by default, is populated
by the authentication mechanism.
UserSpecSource
Siebel 7 Essentials
Authenticating Users
12.19
12
Database
Authentication
Requires no additional
infrastructure
components
Security
Adapter
Web
SSO
Limits number of
database accounts on
RDBMS
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9
19 of 21
Authenticating Users
12.20
Summary
Siebel 7 Essentials
20 of 21
Authenticating Users
12.21
12
Lab
Siebel 7 Essentials
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Authenticating Users
Siebel 7 Essentials
12.22
13.1
13
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13.2
Module Objectives
Siebel 7 Essentials
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13.3
Siebel Applications
Consist of:
13
`
`
`
`
Siebel 7 Essentials
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13.4
Physical UI files
Consist of:
` Siebel template files
` Cascading style sheets
` Image files
Siebel 7 Essentials
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13.5
Repository File
13
` Presentation of data
` Business logic
` Data storage
UI object
definitions
Business object
definitions
Account
Account
Opportunity
Product
Contact
Data object
definitions
Reference
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13.6
S_PROD_INT
NAME
PART_NUM
VERSION
Columns
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13.7
` Business component
` Business object
Business
object
Business
component
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13
13.8
Business Component
Internal Product
Base table
S_PROD_INT
Name
NAME
Part #
Version
Fields
PART_NUM
VERSION
Columns
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13.9
13
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
Business Component
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13.10
Business Object
Account
Account
Business
component
(BC)
Quote
Product
Master BC provides
focus for BO
Contact
Business Object
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The name of the business object is, by convention, the name of the master
or driving business component.
13.11
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
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
UI Object Definitions
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13.13
Business
component
Contact
First Name
Job Title
Email Address
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13
13.14
Business
component
Contact
First Name
Job Title
Email Address
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13.15
13
Account
Account
Quote
Product
Contact
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13.16
Screen
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13.17
Application
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13
13.18
Applet
View
Field
Business
Component
Business
Object
Column
Screen
Table
Application
1 or more
contained in
References
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13.19
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
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13
13.20
Siebel Applications
Physical UI files
UI Object Definitions
Business Object Definitions
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13.21
Summary
13
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13.22
Lab
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14.1
14
Module 14: Using Siebel Tools to Examine Object
Definitions
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14.2
Module Objectives
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14.3
Object Definitions
Database
Repository
Data
Tools
Application
Application
Object Manager
.srf
Reference
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Configured
Application
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14
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:
Title:
Title:
My Accounts
Inactive:
Inactive: FALSE
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.
14.5
`
`
`
`
`
User-defined names
Numerical values
Boolean values (TRUE and FALSE)
Siebel-defined constants
References to the names of other object definitions
14
Object definition
Field
Name:
Account Products
Text Length:
500
Read Only :
FALSE
Type:
DTYPE_TEXT
Column:
PROD
Referencing Names
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14.6
Object
Explorer
Module 14: Using Siebel Tools to Examine Object Definitions
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Object
definition
Object List
Editor
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14.7
Query
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Sort
Menu invoked by
right-clicking on
object definition
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14
14.8
Object Explorer
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14.9
Properties Window
14
Properties
Window
Does not show Changed
or Project properties
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14.10
Multiple
levels of
hierarchy
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14.11
14
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14.12
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14.13
Using Drilldown
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14
14.14
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14.15
Using Bookmarks
Display or hide
bookmark window
14
Bookmarks
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14.16
Select any
object type
in OE
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14.17
Repository Search
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
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14.19
Lab
Child record
in the OBLE
Select Business Component > Account > Field > Account Role
Parent object type
in the OE
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14
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14.20
15.1
15
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15.2
Module Objectives
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15.3
Field
Business
Component
Column
Table
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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15
15.4
Tables
Columns
Indexes
User Keys
Primary and foreign keys
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15.5
Siebel Data
Table
S_PROD_INT
UOM_CD
PART_NUM
NAME
ROW_ID
15
Columns (store
single values only)
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15.6
Primary Key
S_PROD_INT
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UOM_CD
PART_NUM
NAME
ROW_ID
Primary Key
(PK)
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15.7
ROW_ID
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15
15.8
Tables
Over 2000 tables in the database
Three major types: Data, Interface, and Repository
Interface
Data
TYPE
ALIAS
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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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
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15.9
Data Tables
Business data
Administrative data
Seed data
Transaction data for mobile users
15
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15.10
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
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
15
11 of 29
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
Siebel 7 Essentials
15.12
Repository Tables
Populating the
Repository Tables
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The repository tables are populated by the imprep.ksh script during the
database server installation.
15.13
Columns
Each table has multiple columns to store user and system data
` Defined by the Column child object definitions
15
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15.14
Column Properties
Can NULL be
stored in column?
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Identifies type
and size of data
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15.15
System Columns
Exist for all tables to store system data
Are maintained by Siebel applications and tasks
15
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15.16
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
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.
15.17
Index
Sequence affects
the sort order in
business
components
Module 15: Understanding the Siebel Data Model
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15
15.18
Product Line
S_PROD_LN
Asset
S_PROD_INT
SERIAL_NUM
MFGD_DT
ASSET_NUM
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ROW_ID
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
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15
15.20
1:M Relationships
PROD_ID
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MID_NAME
MFGD_DT
ASSET_NUM
ROW_ID
UOM_CD
ROW_ID
PART_NUM
S_ASSET
NAME
S_PROD_INT
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15.21
15
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15.22
M:M Relationships
S_PROD_LN
UOM_CD
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PART_NUM
Intersection Tables
PROD_ID
PROD_LN_ID
ROW_ID
NAME
ROW_ID
DESC_TEXT
NAME
ROW_ID
S_PROD_LN_PROD
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15.23
Parent tables
15
Intersection
table
Module 15: Understanding the Siebel Data Model
Query
23 of 29
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15.24
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
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15.25
Are used:
` To provide flexibility for both Siebel engineering and customer
use
15
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15.26
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15.27
Report will include all tables displayed in the Object List Editor
15
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15.28
Summary
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15.29
Lab
15
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15.30
16.1
16
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16.2
Module Objectives
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16.3
Party
Account
Employee
Position
User
Partner
Person-related
entities
Access Group
User List
Grouping for
access control
16
Division
Organization
Organizationrelated entities
3 of 22
Reference
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16.4
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16.5
Person
Represents anyone associated with a Siebel application
May be someone:
16
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16.6
S_CONTACT
S_USER
Persons
EXP_APPR_LMT
HIRE_DT
ROW_ID
PASSWORD
LOGIN
ROW_ID
MID_NAME
FST_NAME
LAST_NAME
ROW_ID
Stores majority of
person-related data
S_EMP_PER
6 of 22
Siebel 7 Essentials
16.7
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
Siebel 7 Essentials
Login Name
16
7 of 22
16.8
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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16.9
Organization-Related Data
16
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16.10
S_ORG_EXT
BU_FLG
NAME
ROW_ID
PRTNR_FLG
INT_ORG_FLG
LOC
NAME
ROW_ID
S_BU
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16.11
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
16
11 of 22
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
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.
16.13
Single-Organization Visibility
S_BU
BU_FLG
NAME
ROW_ID
BU_ID
MID_NAME
FST_NAME
LAST_NAME
ROW_ID
16
13 of 22
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.
Siebel 7 Essentials
16.14
Multi-Organization Visibility
BU_FLG
BU_ID
PRI_LST_ID
ROW_ID
Siebel 7 Essentials
NAME
S_PRI_LST_BU
Multi-Org Business
Components
S_BU
ROW_ID
BU_ID
EFF_START_DT
PRI_LST_CD
NAME
ROW_ID
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16.15
Account
Contact
User
Organization
Employee
Position
Household
And so forth
16
Party
15 of 22
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16.16
S_PARTY Table
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
16 of 22
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
16.17
Party
User List
Party Name
S_PARTY
PARTY_UID
PARTY_TYPE_CD
NAME
ROW_ID
16
17 of 22
User List
Access Group
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16.18
S_PARTY_PER
Is an intersection table that relates two instances of parties
Used to implement relationships between
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PARTY_TYPE_CD
NAME
ROW_ID
PERSON_ID
PARTY_ID
ROW_ID
S_PARTY
18 of 22
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
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16.20
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16.21
Summary
16
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16.22
Lab
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17.1
17
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17.2
Module Objectives
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17.3
Siebel Applications
17
Module 17: The Configuration Process
Reference
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17.4
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17.5
17
Module 17: The Configuration Process
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17.6
Service Request
Contact
Action
Product
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17.7
Modify form of
the relationship
Service Request
Account
Contact
Add fields
Action
Modify properties
of existing fields
Product
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17
7 of 25
17.8
S_CONTACT2_X
S_CONTACT
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S_CONTACT_X
ROW_ID
MID_NAME
FST_NAME
LAST_NAME
ROW_ID
MID_NAME
MID_NAME
FST_NAME
FST_NAME
LAST_NAME
LAST_NAME
ROW_ID
ROW_ID
S_CONTACT1_X
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17.9
Database
Repository
Data
Tools
Application
Application
Object Manager
.srf
Configured
Application
17
Module 17: The Configuration Process
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17.10
Configuration Strategy
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17.11
17
Module 17: The Configuration Process
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17.12
Developer
Workstation
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Developer
Workstation
Developer
Workstation
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17.13
Master
Repository
Developer
Workstation
Local
Repository
17
Module 17: The Configuration Process
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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
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Gateway Server
Enterprise Server
Siebel Server
Component
ODBC
Database
Server
14 of 25
17.15
Tools
Client
Destination Directory:
C:\sea701\tools
SERVER01
File System:
HQ\SVR2\c:\siebfile
SERVER02
Database/Tablespace:
siebeldb
D1
SSD Local Db c:sea701/tools
SSD c:/sea701/tools
17
Module 17: The Configuration Process
15 of 25
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
siebeldb
The default name of the database created in the pre-installation steps, that
will contain the Siebel tables.
Siebel 7 Essentials
17.16
` Example:
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17.17
17
17 of 25
Reference
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17.18
Reference
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17.19
17
19 of 25
Reference
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17.20
20 of 25
Reference
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17.21
17
21 of 25
Reference
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17.22
Database
Repository
Data
Tools
Client
Server
Database
Reference
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Local
Database
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17.23
Additional Developers
Server Machine
Developer
Workstation
Master
Module 17: The Configuration Process
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Developer
Workstation
Local
Developer
Workstation
Local
Local
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17
17.24
Summary
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17.25
Lab
17
Module 17: The Configuration Process
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17.26
18.1
18
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18.2
Module Objectives
Check Out
Check In
Lock projects locally
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18.3
Projects
Client
Client
Admin
Contact User List Applet
Parent Node
Product
Component Product
Internal Product
Equivalent Product
Reference
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18
18.4
Projects Continued
A standard Siebel application is delivered with a large number
of existing projects
New projects can be created by
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18.5
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18
18.6
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18.7
Repositories
Server Machine
Developer
Workstation
Master
Module 18: Managing Object Definitions
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Developer
Workstation
Developer
Workstation
Local
7 of 21
18
18.8
Copying Projects
Local
Server
Check In
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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
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18
18.10
Check Out
Use Check Out to modify object definitions in a project
Check Out:
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18.11
Use Check Out to copy projects from the server to the local
repository
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18
18.12
Check In
Use Check In when object definitions in project have been
edited and tested
Check In:
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18.13
Check In Continued
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18
18.14
Project Differences
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18.15
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18
18.16
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18.17
Locking Projects
Set Locked
property directly
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).
18
18.18
Consider when:
` Prototyping your ideas without preventing other developers from
checking out the project
` Intending to discard (rather than save) your work
Server Machine
Developer
Workstation
Master
Module 18: Managing Object Definitions
Siebel 7 Essentials
Developer
Workstation
Developer
Workstation
Local
18 of 21
18.19
Server Machine
Developer
Workstation
Master
Module 18: Managing Object Definitions
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Developer
Workstation
Developer
Workstation
Local
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18
18.20
Summary
Check Out
Check In
Lock projects locally
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18.21
Lab
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18
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18.22