Siebel 7 Essentials Student Guide Vol2-1

7/30/2019 Siebel 7 Essentials Student Guide Vol2-1

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Siebel Systems, Inc.Siebel 7 EssentialsStudent Guide, Volume 2

Version 7.0 November 2001

Part # 10PO2-PLT02-07000

10PO2-PLT02-07000

Copyright 2001 Siebel Systems, Inc., 2207 Bridgepoint Parkway, San Mateo, CA 94404. All

rights reserved. No part of this publication may be stored in a retrieval system, transmitted, or

reproduced in any way, including but not limited to photocopy, photographic, magnetic, or other

record, without the prior agreement and written permission of Siebel Systems, Inc.

Siebel Systems, Inc. considers information included in this document to be Confidential and

Proprietary. Your access to and use of this Confidential and Proprietary Information is subject to

the terms and conditions of the Siebel License Agreement or Non-Disclosure Agreement which

has been executed and with which you agree to comply.


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Copyright 2001 Siebel Systems, Inc. Siebel Systems, Inc.

Re: Training Materials Siebel Systems Confidential and Proprietary Information

Dear Siebel Education Student:

This letter will serve to confirm that all information that is disclosed orally, visually, and in printedform during your visit to Siebel Systems, Inc. for formal training classes is to be treated asConfidential in accordance with the terms of the applicable confidentiality agreement (theAgreement) between Siebel Systems, Inc. and your Company.

Under the terms of the Agreement, please be advised that you may not:

1. disclose such information or materials except as specified in the Agreement, nor2. use such information or materials other than for the specified purpose set forth in the

Agreement.

Also, the materials you receive during your visit are copyrighted works of Siebel Systems, Inc.(regardless of whether they bear a copyright mark) and may be used only for the purpose ofsupporting the training of your employees who attend Siebel System training courses. You maynot reproduce, disclose, or distribute these materials, in whole or in part, nor may you preparederivative works of them. These copyrighted works include the Student Guides, Labs Manuals,Instructor Guides, and all course materials used in Siebel Systems, Inc. courses and workshops.


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Siebel 7 Essentials

Siebel Systems, Inc. iCOMPANY CONFIDENTIAL AND PROPRIETARY INFORMATION

DUPLICATION IS PROHIBITED

Table of Contents

Volume 1

Foundations

Module i: Siebel 7 Essentials Training

Module 1: Introducing Siebel eBusiness Applications

Module 2: Using the Siebel Client

Module 3: Organizing Data Behind the User Interface

Architecture and Installation

Module 4: Exploring the Siebel Architecture

Module 5: How Clients Access Siebel Data

Module 6: Installing Siebel Software

Module 7: Server Administration

Access Control and Organization Setup

Module 8: Access Control and Views

Module 9: Access Control and Data

Module 10: Access Control and View Types

Module 11: Creating an OrganizationModule 12: Authenticating Users

Exploring Siebel Applications

Module 13: Understanding Object Definitions Behind a Siebel Application

Module 14: Using Siebel Tools to Examine Object Definitions

Module 15: Understanding the Siebel Data Model

Module 16: The Siebel Data Model: Party Business Components

Configuration

Module 17: The Configuration Process

Module 18: Managing Object Definitions


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Siebel 7 Essentials

ii Siebel Systems, Inc.

COMPANY CONFIDENTIAL AND PROPRIETARY INFORMATIONDUPLICATION IS PROHIBITED

Volume 2

Configuration, Continued

Module 19: Editing and Compiling Object Definitions

Module 20: Understanding Siebel Template Files

Module 21: Configuring Applications and Screens

Module 22: Configuring Views

Module 23: Configuring List Applets

Module 24: Configuring Form Applets

Module 25: Understanding Business Components and Joins

Module 26: Business Components and Joins: Party Extension Tables

Module 27: Understanding Business Objects and Links

Module 28: Configuring Business Components and Fields

Module 29: Creating a New BC Using the Standard 1:M Extension Table

Module 30: Configuring Navigation

Module 31: Extending the Database

Module 32: Configuring Picklists

Module 33: Configuring Multi-Value Groups

Module 34: Configuring Access Control

Module 35: Localizing an ApplicationModule 36: Configuration Guidelines

Volume 3

Data Loads

Module 37: Introducing Enterprise Integration Manager

Module 38: Data Mapping

Module 39: Invoking Enterprise Integration Manager

Module 40: Setting Enterprise Integration Manager Options

Module 41: Access Control and Access Groups


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Siebel 7 Essentials

Siebel Systems, Inc. iiiCOMPANY CONFIDENTIAL AND PROPRIETARY INFORMATION

DUPLICATION IS PROHIBITED

Business Process Automation

Module 42: Introducing Siebel Workflow

Module 43: Invoking Workflow Processes

Module 44: Additional Workflow Topics

Module 45: Introducing Assignment Manager

Module 46: Creating Sales Assignment Rules

Module 47: Creating Service Assignment Rules

Module 48: Invoking Assignment Manager

Module 49: Personalizing View and Applet Access

Module 50: Personalizing Content and Behavior

Deployment

Module 51: Using Siebel Remote to Support Mobile Clients

Module 52: Additional Siebel Remote Topics

Module 53: Migrating Data Between Environments

Conclusion

Module 54: Final Words


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Siebel 7 Essentials

iv Siebel Systems, Inc.

COMPANY CONFIDENTIAL AND PROPRIETARY INFORMATIONDUPLICATION IS PROHIBITED


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Editing and Compiling Object Definitions

COMPANY CONFIDENTIAL AND PROPRIETARY INFORMATION DUPLICATION IS PROHIBITED

19.1

Siebel Systems, Inc.Siebel 7 Essentials

Module 19: Editing and Compiling Object

Definitions


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19.2


Module 19: Editing and Compiling Object Definitions 2 of 28

Module Objectives

After completing this module you will be able to:

` Create new and edit existing object definitions` Validate edited object definitions

` Archive object definitions and projects

` Back up the local database

` Compile object definitions into a repository file

Why you need to know

` These are all fundamental activities that occur during allconfiguration efforts


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19.4



Creating a New Object Definition

Select the desired object type in the Object Explorer

Create a new record in the Object List Editor

Select a project from picklistCreate a unique name

Assign values to

remaining fields

Locked projects only


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19.5



Changed Flag

Indicates records that have been modified since the Changed

Date Is set whenever a record is edited

Is cleared by resetting the Changed Date value

The changed flag indicates only that the record has been touched. A

developer may change the value of a property and then undo the change.The changed flag will still be set.

Some developers will select an object type and then query for all object

definitions with the changed flag set. This then displays in the OLE only

those definitions they have edited.

Changed Flag


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19.6



Validating Object Definitions

Determines correctness of selected object definition in the

repository

` Includes all child object definitions for the selected parent

definition

Is based on set of Siebel-defined rules User canenable/disable a

Siebel-defined rule

Warning

Error


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19.7



Validating Object Definitions Continued

Select object definition to validate

` Right-click and select Validate

Click Start in Validate window

Violations appear

in Errors list

window

Click to access

Validate Options

window


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19.8



Archive Files

Contain object definitions exported from a repository

` Available for importing into other repositories

Have .sif extension by default

Are used to share object definitions in multiple repository

development

Are used to back up object definitions

Can be version-controlled using source control systems


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19.9



Exporting Object Definitions

Top-level object definitions can be exported to an archive file

` Includes all child object definitions for selected parent definition To export object definitions

` Select the object definition or definitions

` Select ToolsAdd to Archive

` Select an existing (or create a new) archive file

` Click Save in the Export to Archive File window


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19.10



Exporting Projects

Projects can also be archived to .sif files

` Select the project (or projects) to be archived` Select ToolsAdd to Archive

` Select an existing (or create a new) archive file

` Click Save in the Export to Archive File window


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19.11



Importing Object Definitions

Object definitions in an archive file can be imported into the

local repository on the developer workstation

` Appear in the current active repository

To import object definitions

` Select ObjectsImport from Archive

` Select the archive file

` Indicate how to resolve conflicting object definitions


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19.12



Resolve Import Conflicts

Set the default conflict resolution

Adjust individual resolutions by right-clicking them in the Object

differences list


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19.13



Compare Objects

Displays differences between selected object definition and

another one:` In current local repository

` In archive file

` In repository on server

Allows developers to reconcile differences while comparing

objects

` Delete individual child object definitions

` Copy individual child object definitions in either direction


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19.14



Compare Objects Continued

To compare object definition to one in archive or repository

` Select object definition to be compared` Select ToolsCompare Objects

` Select type of comparison

` Choose the archive or repository


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19.15




Examine the differences in the Compare Objects window

Definitions with

difference

highlighted

Differencesdisplayed


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19.16




To compare two object definitions in the developer repository

` Select two object definitions to be compared (by shift-clicking)` Select ToolsCompare ObjectsSelected

Modifying definitions is supported

Copy selected field

Delete selected field

A child object definition in either parent object definition can be deleted or

copied to the other definition.

Modifying Definitions


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19.17



Creates archive

when project

checked in

Check archive

into code

management

system

Source Code Control Integration

Automate integration with source code control for repository

data

ODBC to server

and local

databases


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19.18



Backing Up the Development Database

Developers can back up local work by:

` Using archive files to back up repository data` Checking in projects into the server in order to back up repository

data

` Copying the local database file (.dbf) in order to back up the

entire database

.sif

Repository Data

Server

Add to archive

Check in

Windowscopy/paste


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19.19



Compiling

Compile to produce an .srf file to test the configuration

` Reads object definitions from repository and creates a flat filerepresentation to be accessed by siebel.exe at runtime

Compile into .srf file located in the objects directory of the client

application

Repository

Data

Database

CompilingConfigured

Application.srf

Application

Object ManagerTools

Application


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19.20



Compile Options

Developers can compile

` Projects` Individual object definitions


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19.21



Compile Projects

When starting and at milestones, compile All Projects to

generate a new .srf file

Subsequently, compile only Selected Projects or LockedProjects for an incremental compile

To compile projects

` Select ToolsCompile Projects

` Select project or projects

Compile into client

directory

Remember to compile any projects that you get to ensure that object

definitions edited by your fellow developers are compiled into your .srf file.

Get Projects


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19.23



Configuration File

Copy the default .cfg file for the application being customized

Edit it to refer to the new .srf file

Copy .cfg file

Change Repository File

to refer to new .srf file


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19.24



Testing a Modified Configuration

Test a modified configuration by launching a local Siebel

remote Web client from Siebel Tools` Avoids having to migrate the modified .srf file to the server and

restarting the object manager on the server


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19.25



Setting the Run-Time Start-Up Parameters

Use ViewOptions and select the Debug tab to set the run-

time start up information

Browse to locate the

modified .cfg file

Optionally provide

login parameters


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19.26



Launching the Local Web Client

Test the new configuration by selecting DebugStart

` Collects login parameters if not already specified` Launches the local Siebel remote Web client

You may use the F5 function key to execute the Debug Start command

as well.

Start


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19.27



Summary

This module showed you how to:

` Create new and edit existing object definitions` Validate edited object definitions

` Archive object definitions and projects

` Back up the local database

` Compile object definitions into a repository file


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19.28



Lab

In the lab you will:

` Practice editing and validating object definitions in Siebel Tools` Explore the use of diff and archive options in Siebel Tools

` Compile a custom .srf file


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Understanding Siebel Template Files


20.1


Module 20: Understanding Siebel Template Files


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20.2


Module 20: Understanding Siebel Template Files 2 of 28

Module Objectives


` Describe the role of Siebel Web template files` Describe the role of Siebel tags in template files

` List the types of templates

` Describe how to register, associate, and bind a template file


` Understanding template structure and how to register, associate,

and bind template files is necessary in order to deploy your Siebel

eBusiness application

Siebel Tools ReferenceReference


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20.3



Siebel Template Files

Are HTML files that specify how to render the views for a

Siebel application in the users browser Specify the formatting and layout of:

` Graphical and text elements

` User data

Consist of standard HTML tags and Siebel-specific tags

HTML

table tag

The sample HTML tags shown in the slide are excerpted from the

CCFrameBanner.swt template file.

Sample HTML


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20.4




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20.5



Siebel Template Files

Can include other template files (swe:include tag)

` Enables modularization of the template files Permits efficient reuse of files

Minimizes maintenance and development effort

Siebel tag to include another

Siebel template file

The sample HTML tags shown in the slide are excerpted from the

CCSiteMap.swt template file.

Sample HTML


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20.7



Siebel Template Files Continued

Are stored as separate files outside the Siebel repository

` Located in the WEBTEMPL directory in a Siebel installation` Have .swt extension

Are edited using a text or HTML editor of your choice


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20.8



Web Template Explorer

Use the Web Template Explorer in Siebel Tools to:

` Identify the template files included in a template file` Examine the contents of a template file

` Invoke an editor to modify the template file

Invoke by selecting ViewWindowsWeb Templates Window


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20.10



Registering

Creates an object definition in the repository that identifies the

physical template file

View Applets

(View) Web template

Appletplaceholders

(View)Templatefile

Registering


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20.11



Registering a Template File

Creates a Web Template object definition to define the logical

name for the template

Creates a Web Template File object definition to reference the

actual physical fileLogical name in

repository for template

Actual name of the

physical template file

Type of Web

template

Siebel applications are delivered with hundreds of template files, all of

which are registered. You will only need to register a template file in theunlikely evident that you need to create a new file.

Registering


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20.13



Container Page

Contains tags that render the elements that surround the view

in a Siebel applicationMenus Screen tabs

View tabs

Logos and

graphics


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20.14



Associating

Identifies the Web Template object definition used to render

the view, applet, or Web page

View Applets

(View) Web template

Appletplaceholders

(View)Templatefile

Associating


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20.15



Associating a View with Its Template

Creates a View Web Template object definition to specify the

associated Web Template` Each view references a single view Web template

Web template used

to render view


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20.16



Associating an Applet with Its Template

Creates an Applet Web Template object definition to specify

the associated Web Template` Different applet modes can reference different Web templates

Applet template

used to render

applet for that mode

Mode for

the applet


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20.17



Applet Web Templates

Applets can use a different Applet Web Template object

definition for different applet modes` Base (display only), edit, query

Required most often for applets in customer applications

Applet in

base mode

Applet in

query mode

The Contact Service Request List Applet (eService) is shown as it displays

in the base and query modes.

Applet


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20.18



Associating a Web Page with Its Template

Creates a Web Page object definition and sets the Web

Template property

Web page template used to

render Web page

Web page templates are all templates that are not a view or applet Web

template. Examples of common Web page templates are login page, errorpage, and container page.

Web Page Template


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20.19



Binding

Maps the components of a view or applet to the placeholders

in the corresponding template file

View Applets

View Web

template

AppletPlaceholders

ViewTemplateFile

Applets Controls/List

Applet Web

template

ControlPlaceholders

AppletTemplateFile

Binding Applets to Views Binding Controls to Applets

BindingBinding


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20.21



View Web Template Items

Are created by the binding process

` Item Identifier is the id attribute value in the swe:applet tag Are used at run time by the Siebel Web Engine to identify the

applets that make up a view


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20.22



Applet Web Template Items

Are created by the binding process

` Item Identifier is the id attribute value in the swe:control tag Are used at run time by the Siebel Web Engine to identify the

controls that make up an applet

The swe:control tag shown in the slide is in the dCCForm1Col.swt

template file. This file is included in the dCCApletForm1Col.swt templatefile which is registered as the Web Template File for the DotCom Applet

Form 1-Column Web Template.

This tag illustrates the use of the swe:for-each tag. In this case the

swe:control tag is executed repeatedly with values from 1300 to 1305.

swe:control tag


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20.23



Web Page Items

Identify the links and buttons appearing on a Siebel Web page

` Item Identifier is the id attribute value in the swe:pagetitem tag Are used at run time by the Siebel Web Engine to position the

links and buttons

The HTML and SWE tags shown in the slide are excerpted from the

dCCFrameBanner.swt template file.

swe:pageitem tags


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20.24



Mapping Placeholders

Not all placeholders in a template file need to be mapped

` HTML source is generated only for mapped placeholders Allows for views with varying number of applets to reference

the same view Web template

Allows for applets with varying number of controls to reference

the same applet Web template


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20.25



Template Reuse

A Siebel Web template can be referenced by multiple object

definitions` Consequence of a template containing placeholders

Reuse of templates:

` Enables standardization of display for views and applets

` Minimizes the number of templates required and the cost of

creation and maintenance

` Simplifies application-wide modification and upgrade


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20.27



Summary


` Describe the role of Siebel Web template files` Describe the role of Siebel tags in template files

` List the types of templates

` Describe how to register, associate, and bind a template file


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Configuring Applications and Screens


21.1


Module 21: Configuring Applications and Screens


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21.2


Module 21: Configuring Applications and Screens 2 of 19

Module Objectives


`Customize container page components including page and viewtabs and system menus

` Modify the text in the startup splash screen


` Enables you to configure aspects of the interface to meet your

companys requirements


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21.3



The Container Page

Web page contents with Siebel data and formatting

`Renders the elements that surround the view in aSiebel application

Container

Page


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21.4



Specifying the Container Page

The Container page is specified in the Application object

definition

Container Web Page:

Specifies the Container

Page


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21.5



The Container Page: Employee Application

Container page sections are composed of frames

Screenbar frame

Viewbar frame

Banner frame

Content frame

Configuration of the Content frame will be covered in a later module. The

Content frame contains the views.

Content Frame


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21.7



The Banner Frame: Application Level Menu

Assign the application-level menu items to the Generic WEB

menu

Position: Specifies

order of appearance

Caption: Specifiesdisplayed text


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21.8



The Banner Frame: Branding Area

The branding area may contain additional images such as

`Company logo

` Graphic to illustrate primary purpose of page

Modify the CCFrameBanner.swt template file to add an image

Modify main.css to change background color


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21.9



Screenbar Frame

Contains screen tabs for major screens

`A screen is a collection of views

CCFramceScreenbar.swtScreenbar Frame

Template


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21.10



Screenbar Frame: Screen Tabs

Create a page tab object definition for each screen you want to

appear Select screens that will appear as tabs, mark all others Inactive

Text: Specifies text that

appears on page bar

Sequence: Specifies page tab

order appearance in screenbar

Inactive: Select if you do

not want the tab to show


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21.11



The Viewbar Frame

Contains

`Siebel Application Toolbar History menu

Customer Dashboard control

` Show drop-down list box

Views

Show drop-down list box

Siebel Application Toolbar

DashboardHistory menu

Appears in employee applications only.Siebel Application

Toolbar


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21.12



The Viewbar Frame: Siebel Application Toolbar

Create Toolbar Object Definitions for each toolbar

`Dashboard

` HistoryDashboard toolbar


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21.13



Screen View

Edit the Screen View definitions to set the display text and

sequence for views

Sequence: Defines

order in drop-down lists

and view tabs

Viewbar Text: Text that

appears in Show drop-

down list and view tabs

Menu Text:

Text that

appears in

site map


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21.14



Banner frame

The Container Page: Customer Application

Has the same frames as the Employee application

`Fewer objects are in the frames

` With a few exceptions, objects are configured similarly

Viewbar frame

Content frame

Screenbar frame


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21.15



The Banner Frame: Customer Application

Contains global navigation hyperlinks


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21.16



The Banner Frame: Customer Application Continued

Change caption in Web Page Item

Caption: Changes

displayed text


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21.17



Configuring Startup Text

Specify the text that appears in the splash screen by editing the

parameter in the .cfg file` Mobile clients only

Siebel Applications Administration GuideReference


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21.18



Summary


`Customize container page components including page and viewtabs and system menus

` Modify the text in the startup splash screen


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21.19



Lab


`Configure startup text

` Customize page tabs and view tabs

` Customize system menus

` Add a graphic to the banner frame

` Customize the color and banner frame graphic of the customer

application


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21.20



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Configuring Views


22.1


Module 22: Configuring Views


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Configuring Views


22.2


Module 22: Configuring Views 2 of 24

Module Objectives


`Explain the role of basic view templates and Siebel tags for views

` Create and administer a view

` Associate a view with a template


` Enables you to configure views to meet your companys business

requirements

` Enables you to make new views available to users


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Configuring Views


22.3



Views

Consist of one or more lists or forms

Reference a single business object Are grouped into a screen



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Configuring Views


22.4



View Templates

Are used to render Siebel views

`Contain placeholders for one or more applets

ID =1

ID =2


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Configuring Views


22.5



View Templates Continued

Contain multiple applet tags

Typically not all applet tags are mapped

ID =1

ID =2

ID =3-5

ID =6-7

ID =8-9 ID =10-11


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Configuring Views


22.6



Applets in View Template

Can be related as

`Peers

` Parent-child

` Parent-child-grandchild

Peer Peer

Parent

Child

Parent

Child

Grandchild


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Configuring Views


22.7



Selecting a View Template

Find an existing view that has desired applet layout

Examine the view template object definition to determine theview template to use


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Configuring Views


22.8



Steps to Create a View

1. Create new view1. Create new view

2. Associate view template

with view object definition

2. Associate view template

with view object definition

3. Bind applets to view template3. Bind applets to view template

5. Register and assign view5. Register and assign view

Use View

Wizard

Use View

Wizard

4. Configure threadbar4. Configure threadbar

Siebel best practice is to modify an existing template. If the developer will

be creating a new template then the extra steps of creating and registeringthe template are required and substituted for Step 1, Determine View

Template.

Steps to create and register a view template:

Create a Web Template object.

Create a Web Template File.

Point to the view template file in the webtempl directory.

Give logical name to template file so that it can be referenced by

other objects.

Registering the template tells the registry that the template file exists.

Best Practice


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Configuring Views


22.9



View Wizard

Use the View Wizard to create view and assign applet

`Select the project and business object and enter the name andtitle of the view

` Select a Web template

` Assign applets


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Configuring Views


22.10



1. Create a New View

Create a new View object definition

`Assign a view name, project, business object, and view title

Title appears in Show

drop-down list or view tab

View name


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Configuring Views


22.11



2. Associate View Template and View

Assign the template the view will use

`Add a View Web Template object definition to the view Set the following properties: Name, Web Template


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Configuring Views


22.12



3. Bind Applets to View Template

Steps

1. Launch the Web View Editor2. Drag the applets from the list onto the placeholders in the view

template

` This creates the View Web Template Items in the repository

3. Save the template


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Configuring Views


22.13



3. Bind Applets to View Template Continued

Launch the Web View Layout Editor

`The Web View Layout Editor opens the template file and theapplets window

1. Right click View

Web Template object

2. Select Edit Web

Layout


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Configuring Views


22.14




Drag the applets from the applet window to the applet

placeholders in the Web View Editor

Drop onto applet

placeholder

Drag applet from

Applet window


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Configuring Views


22.15




View Web Template Item

`Is created during drag-and-drop operation using the Web ViewEditor

` Associates an applet in the repository with an applet identifier in

the View template

` Is an object definition containing binding specification for a view


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Configuring Views


22.16




Default Applet Mode for applets in a new view is Base

Set the Applet Mode appropriately

Applet Mode


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Configuring Views


22.17



4. Configure Thread Bar

The Thread bar tracks user navigation among views

Edit the View definition to set the display text for the Thread bar

Thread Title:

Displays text in

Thread bar

Thread bar


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Configuring Views


22.18



5. Assign View to a Screen

Create a new Screen View definition to add the view to the

desired screen` Set Menu and Viewbar Text

Viewbar Text appears in

the Show drop-down list

or view tabs

Menu Text appears

in the Site Map


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Configuring Views


22.19



6. Register and Assign View

Views must be administered in the client application to make

them available to users` Register the view

` Assign the view to one or more responsibilities


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Configuring Views


22.20



6. Register and Assign View Continued

Navigate toApplication AdministrationViews in the client

application` Copy and paste view name from object definition in Tools to the

View record

Copy view name

Paste view name


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Configuring Views


22.21



6. Register and Assign View Continued

Navigate toApplication AdministrationResponsibilities in the

client application

` View will not be available unless the user has this responsibility

Add new view to

responsibility


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Configuring Views


22.22



View Access Location on UI

Views can be accessed through

` Show drop-down list

` View tabs

View tab

Show drop-down list


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Configuring Views


22.23



Summary


`Explain the role of basic view templates and Siebel tags for views


` Associate a view with a template


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Configuring Views


22.24



Lab


`Determine displayed view name

` Modify display text for an existing view

` Modify applets in a view


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Configuring List Applets


23.1


Module 23: Configuring List Applets


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23.2


Module 23: Configuring List Applets 2 of 28

Module Objectives


`Describe applet template features

` Create a list applet using the List Applet Wizard

` Edit list column definitions


` Enables you to configure applets that display your companys

data



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23.3



Primary Applet Types

List Applet

` Displays one or more records

simultaneously in a list

` Fields for one record are

displayed in a single row

` Displays relatively few fields

due to width of monitor

viewable area

Form Applet

` Displays a single record

` Fields for the record are

displayed in a grid or form

` Can show more fields at once

than a list applet

` Will be covered in the next

module

The following are some additional applet types (reference Siebel

Bookshelf for a complete list):Catalog List

Chart

Explorer view

Hierarchical list

Message

Multi value group applet

Pick applet

Rich list

Salutation

Additional Applet

Types


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23.4



Applet Class Property

Determines the behavior of the applet

`Specifies the C++ class used at run time for the applet

Is set to CSSFrameList for list applets

Is set to CCSFrame for form applets

Should typically never be changed

` Specialized classes are associated with specialized business

components and applets

Examples of specialized applets include Calendar Applets and Gantt Chart

Applets.

Specialized Applet


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23.5



List Applet

Displays one or more records in a list table format

`Each row displays fields from one record in the businesscomponent

Typically includes two to four action control buttons

Supports drilldown to other views through hyperlinked fields

One record


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23.7



List Applet Web Templates

List applets can have multiple Web templates, called modes

`Typical modes are Base, Edit, and Edit List

Choose the template based on desired applet functionality

` Hint: Look at template definitions of similar applets


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23.8



Base Mode

Does not permit user to edit, query, or enter new records

directly in applet` Depending on business logic and the purpose of the list applet,

you can enable these functions through buttons or the applet

menu

Fields cannot be edited

in list applet


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23.9



Edit Mode

Appears as a form applet

Is invoked by buttons or applet menu from base mode Allows user to enter new records or edit existing records

Primary list applets allow editing fields in the current record. Usually, there

is a form right beneath the list applet in which the record can be edited.

This is addressed more fully in the next module.

The template most commonly used for list applets in base or edit list mode

is CCAppletList_B_EL.swt.

Template


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23.10



Edit List Mode

Permits users to edit fields in a list applet

`Editing is enabled by default

` You can disable editing by setting the HTML List Edit property for

the column to FALSE

Edit fields directly in list

applet

Click New to create a new

blank record in the list


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23.11



Applet Mode Property

Appears in the View Web Template Items object definition

Determines which mode the user sees when a view is invoked


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23.12



Creating a List Applet

You can follow these steps to create a new list applet

Or you can use the List Applet Wizard

` Automates these steps

` Generally, the preferred method

1. Create new applet object definition1. Create new applet object definition1. Create new applet object definition

2. Associate applet template

with applet object definition

2. Associate applet template2. Associate applet template

with applet object definitionwith applet object definition

3. Bind controls to applet template3. Bind controls to applet template3. Bind controls to applet template


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23.13



List Applet Wizard

Ensures object definitions and properties are created

`Ensures steps are not omitted

Increases developer productivity

` Speeds project completion

To invoke the List Applet Wizard, select FileNew Object

` In the Applets tab, select List Applet and click OK


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23.14



Using the List Applet Wizard

Use the List Applet Wizard to create a new list applet

Assign a project, business component, applet name, and title` Creates an applet object definition in Tools

Business

Component

Check out or lock project before using the Applet Wizard.Tip


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23.15



Using the List Applet Wizard Continued

Select Web templates for Web layout

`Associates template and applet

Normally shows only

templates for list applets;

if checked shows alltemplates

Associating a template and an applet in Tools lets the program know

which template(s) to use for the applet.

Review


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23.16




Choose the Business Component fields that will appear in the

Web layout` Creates the Applet Web Template Items

Necessary to bind the controls to the applet

Arrange fields in

order to show in

the applet

Select fields

to show in the

applet

If you add all the columns in the business component, you can delete and

add them later as necessary.

Columns


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23.17




Choose the HTML controls to be added to the applet

`Control method invoked when control icon selected

Tip: Let the Wizard create all

default controls so you dont have

to add them manually.

Icons

The vertical sequence of the fields in this screen of the wizard determines

their sequence from left to right in the resulting list applet. It is easier to setthe sequence here than reorder them in the Edit Web Layout editor.

Tip


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23.18




The basic HTML controls for

applets come from the Model

HTML Controls Applet in Tools

` This is a dummy applet not

based on any business

component

` Controls added to this applet

are automatically added to any

new applet you create using

the applet wizards


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23.19




Review the applet object you have defined

If information

is correct, click

Finish


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23.20




Finishing the list applet

`Creates required object definitions for Applet

Control

List

List column

` Maps

Applet Web Templates

Applet Web Template Items

` Sets applet class to CSSFrameList

` Invokes the Web Layout Editor


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23.21



Web Layout Editor

Use Edit Web Layout Editor to add, remove, and reorder the

columns displayed

To add, dragand drop

controls and

columns

To delete columns

select Delete


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23.22



Applet Title

Change the Title property to set the applet display name


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23.23



List Column Definitions

Edit the List Column definition to:

`Set the column display name

` Set the column to read only

` Enable or disable popup editing

` Enable or disable special processing at run time

` Change the HTML Type

Attribute of an HTML Input tag which determines what type of HTML

control will be used. Some common choices are textbox, checkbox, label,and radio button.

HTML Type


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23.24



Show in List Property

Determines whether a field appears in the list applet as first

displayed` If set to FALSE, the field will be available by selecting Columns

Displayed from the applet-level menu


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23.25



List Control Definition

List applets require the List control in order to display the

collection of list columns` Do not edit this control


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23.26




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23.27



Summary


`Describe applet template features

` Create a list applet using the List Applet Wizard

` Edit list column definitions


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23.28



Lab


`Create list applets

` Modify list applets



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Configuring Form Applets


24.1


Module 24: Configuring Form Applets


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24.2


Module 24: Configuring Form Applets 2 of 19

Module Objectives


` Create a form applet using the Form Applet Wizard

` Modify an existing form applet

` Describe the structure of a form applet Web template


` Enables you to configure applets that display your companys

data

` Using Applet Wizards reduces the effort to configure applets



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24.3



Form Applet

Displays one record at a time in a data entry form layout

` Field controls display fields in the business component

Field Caption property displays caption text

` Button controls initiate an action when clicked

Textbox controlCaptionMiniButton controls


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24.4



Form Applet Appearance and Function

Fields are usually editable

` Can be read-only

Allows scrolling one record at a time

Read-only fields

(gray background)


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24.5



Expanding and Collapsing Form Applets

Collapsed (Less)

` Is the default display

` Shows limited set of fields

` Only displayed fields can be edited

Expanded (More)

` Shows all fields

` Full edit capabilities (all unprotected fields can be edited)

User can toggle using the show more button

Fields are usually editable in form applets but can be configured to be read

only.

Read Only Fields


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24.6



Form Applet Modes

Form applets only use Base and Edit modes

` Base mode is read-only

` Edit mode permits editing

The View Web Template Items object definition determines

which mode is displayed when a view is invoked


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24.7



Create a New Form Applet

Use the Form Applet Wizard to create a form applet

Assign the project, business component, applet name, and title

Business component


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24.8



Create a New Form Applet Continued

Select Web templates for Web layout

` Associates template and applet


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24.9




Select fields to appear in the form applet

Fields come from

the business

component

chosen in the

last screen

Because forms are

two-dimensional,

there are no buttons

to arrange fields

up and down.

Some business components have numerous fields. Add those fields you

will use or think you may use.

Adding Fields


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24.10




Choose the HTML controls to be added to the applet

` Adds necessary templates for controls

Tip: Let the wizard create all

default controls so you dont have

to add them manually.


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24.11




Finish the form applet

` Creates required object definitions for the applet and controls

` Sets applet class to CSSFrame


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24.12



Modify a Form Applet

Use Web Layout Editor to modify a form applet

` Add, delete, and reposition controls

Drag and drop

columns and controls


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24.13



Modify a Control

Use Web Layout Editor to edit text and button controls

` Edit control properties in Properties window


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24.14



Setting More/Less Mode on a Field

To have a field display only when applet is expanded, set the

More property in Edit Web Layout Editor

Right-click control and set More property

You can also change the Mode property to More in Tools in the Applet

Web Template Items object definition. If you enter More for the Mode

property, the field will not display in the collapsed applet.Setting More in the Web Layout Editor sets the Mode property for the

Applet Web Template Item to More.

Mode


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24.15



Setting More/Less Mode on a Field Continued

To enable expanding and collapsing the form applet, create a

ToggleLayout control and add it using the Web Layout Editor

Set these properties


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24.16



Preview the Applet

Right-click and select Preview to see how the applet appears

Preview mode

Edit Web

Layout mode


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24.17



Form Applet Template

Determines the layout and presentation of the form applet

` Siebel Web Engine maps Web Template Item Identifiers to

control IDs in the template

Many form applets can use the same template


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24.18



Summary


` Create a form applet using the Form Applet Wizard

` Modify an existing form applet

` Describe the structure of a form applet Web template


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24.19



Lab


` Modify a form applet


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24.20



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Understanding Business Components and Joins


25.1


Module 25: Understanding Business Components

and Joins


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25.2


Module 25: Understanding Business Components and Joins 2 of 20

Module Objectives


` Describe the structure of business components and joins` Map fields to columns in base, joined, and extension tables

` Create joins and join specifications to bring data in from a joined

table


` Enables you to configure your companys business logic


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Siebel 7 Essentials Student Guide Vol2-1

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