Professional Documents
Culture Documents
Objectives
Knowing the family of Siebel CRM applications. This family of applications includes:
Business Analytics Applications
Siebel business analytics applications contain pre‐built business intelligence engines that facilitate the
decision‐making process.
Contact Center and Service
Siebel contact center and service applications are designed to meet the needs and challenges of service‐
oriented business.
Customer Data Integration
Customer data gives businesses the opportunity to analyze customers’ profile and behavior, then create
a marketing plan that is differentiated, focused, and more effective.
Customer Order Management
Siebel customer order management applications facilitate selling efforts across different product lines
and catalogs.
Enterprise Marketing
Siebel enterprise marketing applications help businesses optimize their marketing budget with
organized events, targeted email marketing efforts according to users’ profile, differentiated loyalty
programs, and marketing resource management.
Partner Relationship Management
Siebel partner relationship management applications include Siebel Partner Analytics, Siebel Partner
Manager, and Siebel Partner Portal.
Sales
Siebel sales application include: Siebel Sales, Siebel Enterprise Sales Analytics, Siebel Server Sync for
Microsoft Exchange Server, Siebel Mobile Sales, and Siebel Collaboration.
Self‐Service and eBilling
Siebel self‐service and eBilling applications empower users to conduct self‐service processes such as
managing statements, organize billing and payment, purchasing, product analysis, services, and sales.
Siebel CRM on Demand
The CRM web application is developed and hosted by Oracle. Users can access the CRM portal from
anywhere with an Internet connection. The cost of CRM on Demand is based on number of users.
--Browser Controls
--Screen Tabs
--Link Bar
--Home
--Global Toolbar
--Thread Bar
--Application-Level Menu
Hands‐on Exercise 1
Launch Siebel Call Center application or other Siebel application and then find out the navigation
controls shown in the figure.
Hands‐on Exercise 2
Click on each button on the Global Toolbar.
Application‐Level Menu
The application‐level menu items provide access to global functions within Siebel. The root application‐
level menu items include File, Edit, View, Navigate, Query, Tools, and Help. You should be able to use all
the menu options listed in this chapter.
Hands-on Exercise 3
--Send an email from File menu
Key Terms
After reading this chapter, you should be able to understand these terms:
--Data Quality
--Data Deduplication
--Data cleansing
--Fuzzy query
--Query
--Sort
Understanding the functionalities and relationships for Applets, Views and Screens:
--Applets serve multiple functions as user interface objects in Siebel. Users can view, add, and
update data from applets.
--Views are collections of applets that show a selected screen and its related data.
--Each screen is a visual representation of views related to that Siebel business entity or
functional area.
Hands-on Exercise 1
Open Siebel application and try to follow the "How to Freeze List Columns" section in this
chapter and freeze some columns.
Hands-on Exercise 2
Practice with "Show More/Show Less" buttons as shown in the "Navigate and Configure
Applets" section in this chapter.
Hands-on Exercise 1
Following the section "Creating New Record" and create a new Contact in Siebel application.
Hands-on Exercise 2
Following the section "Updating a Record" and update the Contact you just created in Siebel
application.
Hands-on Exercise 3
Save a query according to the "Save and Save Query As" section.
2. Perform several queries using compound operators in the "Compound Operators" section
There are three possible ways to authenticate users in Siebel: Database Authentication, Directory
Service, and Web Single Sign On.
The data access structure at the company level has four elements: divisions, organizations,
positions, and employees.
Hands-on Exercise 1
Hands-on Exercise 2
Change the primary employee for a position according to "Primary Employee" section.
Chapter 6: Views and Responsibilities
Objectives
In Siebel applications, the term responsibility is used to indicate which views a user can access.
Responsibilities are created for data access control purposes. Each responsibility is associated
with a set of views for a particular job function.
Hands-on Exercise 1
In your sample Siebel application, associate a new responsibility with a user according to
"Relating Users to a Responsibility" section.
Hands-on Exercise 2
In your sample Siebel application, navigate to Views. It is essential to understand Read Only
View and Local Access in "More Information on Responsibilities" section.
Hands-on Exercise 1
--My Views
--All Views
--Administration Views
Hands-on Exercise 2
In your sample Siebel application, associate access groups with either a catalog or a category
according to "Associating Access Groups with a Catalog or Category" section:
--Understanding object definitions are sets of properties and values created from object types.
--Knowing Physical UI files and Repository files
Hands-on Exercise 1
Navigate to [Siebel_Root]\Objects\ENU folder and find your SRF file according to "Repository
Files" section.
Hands-on Exercise 2
Open Siebel Tools and inspect object definitions for one of the applets according to "Inspecting
Object Definitions with Siebel Tools" section
Chapter 9: Understanding Siebel Web
Architecture
Objectives
--There are six major entities for Siebel web architecture: Siebel web client, web server, Siebel
gateway name server, Siebel enterprise server, Siebel file system, and database server
--Understanding the functions and usages of Siebel Repository File (SRF), Siebel Configuration
File (CFG), and Siebel Web Templates (SWT)
Hands-on Exercise 1
The eapps.cfg file maintains configuration information and allows Siebel Web Server Extensions
(SWSE) to communicate with the Siebel server.
Open and examine the eapps.cfg file according to "Configuration File – Eapps.cfg" section.
Hands-on Exercise 2
Open and examine the siebns.dat file according to "Siebel Gateway Name Server" section.
Hands-on Exercise 3
Open and examine the uagent.cfg file according to "Siebel Configuration File (CFG)" section.
Hands-on Exercise 4
Open and examine one or more Siebel Web Templates (SWT) file(s) according to "Siebel Web
Templates (SWT)" section.
Chapter 10: Introduction to Server
Administration and Management
Objectives
--Servers, components, and tasks are controlled by parameters. There are five levels of parameter
hierarchy.
--The server configuration screen allows you to manage and control the behavior of your Siebel
enterprise.
Hands-on Exercise 1
Logging into Siebel using srvrmgr.exe according to "Command Line Administration Tool"
section.
Hands-on Exercise 2
Monitor user sessions according to "How to Check Concurrent User Sessions" section.
Hands-on Exercise 4
Check your server component run modes according to "Server Component Run Modes" section.
In your sample Siebel application, make a copy of an existing component according to "Defining
and Redefining Component Definitions" section.
Hands-on Exercise 2
View all the servers and components on your server according to "Enabling and Disabling
Components and Component Groups" section.
Hands-on Exercise 3
--Each base table has its own extension table to help accommodate extra fields and data
--Business Components are Siebel business entities and they are constructed using base tables
and joined tables
--Understanding Siebel Field Object Types that map to the physical data types in the database
Hands-on Exercise 1
--Understanding three layers of configurations: the data layer, Business Object layer, and UI
layer
--Knowing UI layer configuration through web template files, cascading style sheets (CSS), and
images
Hands-on Exercise 1
Find a web template file in Siebel Tools according to "Web Template Files" section.
Hands-on Exercise 2
Select Edit Web Layout for any Form Applet according to "Form Applet Web Templates"
section.
Hands-on Exercise 4
Find Base, Edit, Edit List modes from the mode property dropdown box according to "List
Applet Web Templates" section.
Chapter 14: Basics of Configuring Object
Definitions
Objectives
--Knowing how to archive and export object definitions as well as how to import them from
other repository environments
Hands-on Exercise 1
Hands-on Exercise 3
Check out the project you created from Hands-on Exercise 2. You can perform this exercise
according to "Getting, Checking Out, and Checking In Projects" section.
Hands-on Exercise 4
Hands-on Exercise 5
Compile your object definition according to "Compiling and Deploying Object Definitions"
section.
Chapter 15: Basics of Configuring Applets
Objectives
--The most common types of applets are list applets and form applets
--Able to creating a list applet and a form applet using the wizard
Hands-on Exercise 1
Hands-on Exercise 3
Add a new control to an existing Applet according to "Adding New Controls to an Existing
Applet" section.
Chapter 16: Configuring Applications,
Screens, Views, Drilldowns, Thread Bars, and
LOVs
Objectives
Hands-on Exercise 1
Hands-on Exercise 3
Create Parent and Child LOVs according to "Configuring List of Values" section.
--Learning how to modify component, field, and user properties for Business Components
Hands-on Exercise 1
Find editing properties in the Properties window according to "Editing Properties" section.
Hands-on Exercise 2
Create a new Business Component according to "Creating New Business Components" section.
Chapter 18: Enterprise Integration Manager
Objectives
--Able to create a job and select Enterprise Integration Mgr as the Component type to run
--Knowing how to use Delete Exact, Delete Matches, Delete All Rows, Delete Rows, and
Cascade Delete Only
Hands-on Exercise 1
Hands-on Exercise 2
Create a new Job and select Enterprise Integration Mgr in the Component/Job field according to
"Starting an EIM Process" section.
--Able to create a job and select Enterprise Integration Mgr as the Component type to run
--Knowing how to use Delete Exact, Delete Matches, Delete All Rows, Delete Rows, and
Cascade Delete Only
Hands-on Exercise 1
From Siebel Tools, open Workflow Designer according to "Introducing Workflow Process"
section.
Hands-on Exercise 2
Create a new Business Service according to "Using Workflow Process with a Business Service"
section. Expand the Service tree view if it is not already expanded.
Chapter 20: Basics of Task UI
Objectives
--You can use Task UI to automate a user interaction in the user interface tier or you can
automate a business process in the business logic tier
--Task UI is a framework that supports automation in each tier within an N-Tiered architecture
Hands-on Exercise 1
From Siebel Tools, find Task and Task Group according to "Basics of Development" section.
Hands-on Exercise 2
Using the Task Wizard to create a new Task according to "Create New Task View" section. If
you want to create a complete Task from beginning, you can read the bonus article--Task UI:
Tips for Creating a Task from Scratch
Chapter 21: Basics of Scripting
Objectives
Hands-on Exercise 1
From Siebel Tools, set default scripting language and compilation directory according to
"Selecting a Scripting Language" section.
Hands-on Exercise 2
Check syntax for the code and comments you added in Exercise 2. Do you see any errors?
Hands-on Exercise 1
From Siebel Tools, add error trapping code according to "How to Trap Errors" section.
Hands-on Exercise 2
Add error handler according to "Implement Error Trapping in Our Code" section.
Hands-on Exercise 3
Create an email alert according to "How to Send Alerts when Process Failed" section.
--Able to set a breakpoint in your script at which the program will halt
--Knowing how to monitor the values of variables or objects in the Watch window
--Able to create customized Trace files with trace values in the files
Hands-on Exercise 1
From Siebel Tools, customize your debug settings according to "Customizing Debug Settings"
section.
Hands-on Exercise 2
Set a breakpoint according to "Toggle Breakpoint" section.
Hands-on Exercise 3
Open the Watch window to see the values of your variables according to "Watch Window"
section. You should also able to use Step Into, Step Over, Step to Cursor, and Trace.
Chapter 24: Analyze Flight Data Recorder
File
Objectives
--Knowing Flight Data Recorder file can be useful to diagnose and trace the reason for Siebel
soft crashes recognized by Siebel crash handler
Hands-on Exercise 1
Try to find a Flight Data Recorder File according to "How to Find the FDR File for the Most
Recent Crash" section.
Hands-on Exercise 2
If you found a Flight Data Recorder File in Exercise 1, you can convert binary FDR file into .csv
format according to "Convert the FDR File" section.
Hands-on Exercise 3
Analyze the FDR File according to "Analyze the FDR File" section after you completed Exercise
2.