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Transcript of Siebel_Online_Training
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Chapter 1: Introduction to Siebel 8
Objectives
Knowing the family of Siebel CRM applications. This family of applications includes:
Business Analytics Applications Contact Center and Service Customer Data Integration Customer Order Management Enterprise Marketing Partner Relationship Management Sales Self-Service and eBilling Siebel CRM on Demand
BusinessAnalyticsApplications
Siebelbusinessanalyticsapplicationscontainprebuiltbusinessintelligenceenginesthatfacilitatethe
decisionmakingprocess.
ContactCenterandService
Siebelcontactcenterandserviceapplicationsaredesignedtomeettheneedsandchallengesofservice
orientedbusiness.
CustomerDataIntegration
Customerdatagivesbusinessestheopportunitytoanalyzecustomersprofileandbehavior,thencreate
amarketingplanthatisdifferentiated,focused,andmoreeffective.
CustomerOrderManagement
Siebelcustomerordermanagementapplicationsfacilitatesellingeffortsacrossdifferentproductlines
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andcatalogs.
EnterpriseMarketing
Siebelenterprisemarketingapplicationshelpbusinessesoptimizetheirmarketingbudgetwith
organizedevents,targetedemailmarketingeffortsaccordingtousersprofile,differentiatedloyalty
programs,andmarketingresourcemanagement.
PartnerRelationshipManagement
SiebelpartnerrelationshipmanagementapplicationsincludeSiebelPartnerAnalytics,SiebelPartner
Manager,andSiebelPartnerPortal.
Sales
Siebelsalesapplicationinclude:SiebelSales,SiebelEnterpriseSalesAnalytics,SiebelServerSyncfor
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MicrosoftExchangeServer,SiebelMobileSales,andSiebelCollaboration.
SelfServiceandeBilling
SiebelselfserviceandeBillingapplicationsempoweruserstoconductselfserviceprocessessuchas
managingstatements,organizebillingandpayment,purchasing,productanalysis,services,andsales.
SiebelCRMonDemand
TheCRMwebapplicationisdevelopedandhostedbyOracle.UserscanaccesstheCRMportalfrom
anywherewithanInternetconnection.ThecostofCRMonDemandisbasedonnumberofusers.
Chapter 2: Navigate within Siebel
Objectives
Learning how to navigate within Siebel applications using
--Browser Controls
--Screen Tabs
--Link Bar
--Home
--Global Toolbar
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--Send an email from File menu
--Update and save a record from Edit menu
--Navigate records from Navigate menu
--Perform a few queries from Query menu
--Sort records from Tools menu
--Search for a topic from Help 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
Chapter 3: Applets, Views and Screens
Objectives
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.
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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
Find a Picklists and Multi-Value Groups field within Siebel.
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Hands-on Exercise 4
Understanding what is Predefined Query.
Save a query according to the "Save and Save Query As" section.
1. Perform several queries using different wildcards in the "Wildcards" section
2. Perform several queries using compound operators in the "Compound Operators" section
3. Perform a record count
Chapter 5: Authentication and Company
Structure
Objectives
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The aspects of Siebel affected by security architecture include: physical structure, authentication,
and access control.
There are three possible ways to authenticate users in Siebel: Database Authentication, DirectoryService, 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
Create a new Position according to "How to Create a Position" section.
Hands-on Exercise 2
Assign a Position to an employee according to "Assigning Positions and Primary Positions"
section.
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Hands-on Exercise 3
Change the primary employee for a position according to "Primary Employee" section.
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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.
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--Understanding the difference between customer data and master data
--Data Access Security for Customer Data
--Data Access Security for Master Data
--Associating Records with User(s) or Position(s)
--Knowing Access Groups
Hands-on Exercise 1
Navigate to the following Views according to "Views" section:
--My Views
--My Teams Views
--All Views
--All Across My Organizations Views
--All Across Organizations Views
--Administration Views
Hands-on Exercise 2
Create a new catalog according to "How to Create a Catalog" section:
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Hands-on Exercise 3
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:
Chapter 8: Siebel Object Definitions
Objectives
--Understanding object definitions are sets of properties and values created from object types.
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--Knowing Physical UI files and Repository files
--Able to inspect object definitions with Siebel Tools
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
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Chapter 9: Understanding Siebel Web
ArchitectureObjectives
--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)
--Knowing five different kinds of Siebel clients
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.
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Hands-on Exercise 4
Open and examine one or more Siebel Web Templates (SWT) file(s) according to "Siebel Web
Templates (SWT)" section.
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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.
--Server management allows you to perform daily operations.
Hands-on Exercise 1
Logging into Siebel using srvrmgr.exe according to "Command Line Administration Tool"
section.
Hands-on Exercise 2
Navigate to Server Management screen according to "Components and Tasks" section.
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Hands-on Exercise 3
Monitor user sessions according to "How to Check Concurrent User Sessions" section.
Hands-on Exercise 4
Navigate and view parameters according to "Parameters" section.
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Hands-on Exercise 5
Check your server component run modes according to "Server Component Run Modes" section.
Chapter 11: Managing Components
Objectives
--Understanding how to define and redefine component definitions
--Enable and disable component and component groups
--Reconfigure component definitions, synchronize components
--Set event logging levels, and use component alerts
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Hands-on Exercise 1
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
Create a system alert according to "Setting up Component Alerts" section.
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Chapter 12: Introducing Siebel Data Model
Objectives
--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
Find S_SRV_REQ table in Siebel Tools according to "User Tables" section.
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Hands-on Exercise 2
Find EIM_SRV_REQ table in Siebel Tools according to "Interface Tables" section.
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Hands-on Exercise 3
Expand Columns node for any table according to "Columns" section.
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Hands-on Exercise 4
Expand table indexes according to "Index" section.
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Chapter 13: Configuring Web Templates
Objectives
--Understanding three layers of configurations: the data layer, Business Object layer, and UIlayer
--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
Open Web Template Explorer according to "Web Template Files" section.
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Chapter 14: Basics of Configuring Object
Definitions
Objectives
--Able to get, check out, and check in projects
--Knowing how to create and edit object definitions
--Knowing how to archive and export object definitions as well as how to import them from
other repository environments
Hands-on Exercise 1
Find Activity project according to "Finding Existing Projects" section.
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Hands-on Exercise 2
Create a new project according to "Creating New Projects" section.
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.
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Hands-on Exercise 4
Edit your object definition according to "Editing Object Definitions" section.
Hands-on Exercise 5
Validate your object definition according to "Validating an Object Definition" section.
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Hands-on Exercise 6
Compile your object definition according to "Compiling and Deploying Object Definitions"section.
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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
--Understanding how to make changes or add controls to applets
Hands-on Exercise 1
Create a List Applet according to "How to Create a List Applet" section.
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Chapter 16: Configuring Applications,
Screens, Views, Drilldowns, Thread Bars, and
LOVsObjectives
--Learning configuration skills for applications, screens, and views.
--Able to configure drilldowns
--Understanding how a view is accessed in a screen
Hands-on Exercise 1
Edit Screen View Sequence according to "Configuring Screens" section.
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Hands-on Exercise 2
Create a new view according to "Configuring Views" section.
Hands-on Exercise 3
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Create Parent and Child LOVs according to "Configuring List of Values" section.
Chapter 17: Configuring Business
Components
Objectives
--Learning how to modify component, field, and user properties for Business Components
--Understanding four editing properties: No Delete, No Insert, No Merge, and No Update
--Knowing Owner Delete, Search Specification, and Sort Specification
Hands-on Exercise 1
Find editing properties in the Properties window according to "Editing Properties" section.
Hands-on Exercise 2
Find field properties according to "Field Properties" section.
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Hands-on Exercise 3
Create a new Business Component according to "Creating New Business Components" section.
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Hands-on Exercise 1
From Siebel Tools, open Workflow Designer according to "Introducing Workflow Process"
section.
Hands-on Exercise 2
Open an Workflow designer canvas according to "Design Canvas Layout" section.
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Hands-on Exercise 3
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.
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Chapter 20: Basics of Task UI
Objectives
--You can use Task UI to automate a user interaction in the user interface tier or you canautomate 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
Edit Task Flow according to "Introducing Task Editor" section.
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Hands-on Exercise 3
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
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Chapter 21: Basics of Scripting
Objectives
--Understanding some basics of Siebel eScript and Siebel VB Script language
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
Add some Comments to VB Script or eScript according to "Comments" section.
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Hands-on Exercise 3
Check syntax for the code and comments you added in Exercise 2. Do you see any errors?
Chapter 22: Error Handling
Objectives
--Understanding error functions and error statements
--Knowing how to trap errors
--Able to implement error trapping in your code
Hands-on Exercise 1
From Siebel Tools, add error trapping code according to "How to Trap Errors" section.
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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.
Chapter 23: Using the Debugger
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Objectives
--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
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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.
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