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Our global team of consultants blends the right mix of technology and ..... Standard Siebel applications can be changed to meet your business requirements. ▫ In this course, you will configure Siebel Call Center and Siebel. eService to .... show, or conference .... the ability to map any key sequence to Siebel commands.
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Siebel Systems, Inc. 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.

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 printed form during your visit to Siebel Systems, Inc. for formal training classes is to be treated as “Confidential” in accordance with the terms of the applicable confidentiality agreement (the “Agreement”) 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, nor 2. 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 of supporting the training of your employees who attend Siebel System training courses. You may not reproduce, disclose, or distribute these materials, in whole or in part, nor may you prepare derivative 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.

Copyright  2001 Siebel Systems, Inc.

Siebel Systems, Inc.

Technical Training from Siebel University Instructor-Led Training Siebel University offers instructor-led courses and workshops on core Siebel architecture, functions, and enabling technologies, in our Learning Centers or on-site at your company. Instructor-led training sessions are conducted by instructors who have both a practical and a theoretical command of the subject matter they teach. Lectures and demonstrations are reinforced by hands-on labs, discussions, and question-and-answer sessions for maximum understanding and retention. Siebel 7 Essentials

Installing and Extending Siebel Analytics 7

Siebel 7 Core Consultant Course

Creating Siebel 7 Reports

Siebel 7 Requirements Mapping

Siebel 7 Migration Training Workshop

Siebel eBusiness Application Integration 7

Siebel eRoadmap Workshop

Configuring Siebel Marketing 7

Getting Started Workshop

Siebel Interactive Selling Suite 7: ServerBased Implementation

Siebel Employee Relationship Management 7 Workshop

Siebel Interactive Selling Suite 7: BrowserBased Implementation

Key Success Factors for Siebel Implementations Workshop

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

Course Subjects: Web-based courses cover the following training subjects: Components of Siebel eBusiness Applications

Siebel Industry applications

Siebel Horizontal applications

Siebel software migration

Technical topics

Navigation

For more information about Siebel Technical Education classes: http://siebeluniversity.siebel.com

Siebel End User Education Uniquely Qualified to Train Siebel End Users Siebel End User Education focuses exclusively on providing process-based education for Siebel eBusiness Applications. Our global team of consultants blends the right mix of technology and human interaction to generate interactive training solutions that accommodate all types of end users on all tiers of the organizational hierarchy. These solutions may include one or a variety of the following: Consultative analysis and reviews Targeted training courseware Instructor-led classes Self-paced study Distance learning Performance support systems No other education consulting team focuses 100% of their efforts on Siebel eBusiness Applications like Siebel End User Education. Our consultants have extensive industry experience, participate in on-going training and certification on all Siebel eBusiness Applications, and possess advanced business skills. In addition, Siebel Consultants have the advantage of working closely with internal and external resources throughout Siebel Systems and its integration partners. Our global presence enables us to deliver solutions in many languages, including most European and Asian languages. For those customers who intend to use an internal training team, we will work with that team to provide the Siebel eBusiness Application expertise and support they need during and beyond the rollout. Flexible Education Solutions Siebel End User training reaches beyond instruction of technical components and complex concepts. It bridges the gap between old and new processes. End users need to know more than how Siebel eBusiness Applications work; they need to know how it will affect them in accomplishing their job responsibilities. Siebel End User Education has developed three distinct domains to categorize the flexible education solutions that ensure optimal end-user deployments targeted to the customer’s unique requirements and environment. Transition: our innovative consultative services, like change communication and readiness, that assist our customers in better planning and communicating a Siebel eBusiness Application deployment. Deployment: the development and delivery of training rollouts for both enterprise and midmarket customers, whether it is to end users or a customer's internal team of trainers. eLearning: the customized multimedia solutions used for self-paced learning, process validation, and training support. The process-oriented services we provide stem from a solid foundation of core skills in development and delivery. Using this foundation, we cultivate the most appropriate, flexible solution that supports our customers’ values yet inspires their end users in a way no other training experience has in the past.

For more information about Siebel End User Education: http://siebeluniversity.siebel.com

Siebel 7 Essentials

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 Organization

Module 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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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 Application

Module 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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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 Technical Training Siebel 7 Essentials Version Version 7.0 7.0 November November 2001 2001

®

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Module i: Siebel 7 Essentials Training

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Module Objectives „

This module provides an introduction to the: ` Instructor and fellow students (class participants) ` Training site ` Course materials, goals, audience, methodology, objectives, and agenda Why you need to know

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Introductions and Expectations „

Who are you? ` Name ` Company ` Role

„

What is your prior experience? ` Siebel eBusiness applications ` Relational database ` Programming

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How do you expect to benefit from this course?

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Training Site Information „

Bathrooms

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Class duration and breaks

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Telephones

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Meals and refreshments

„

Fire Exits

„

Questions?

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Course Materials „

Student Guide ` All slides presented during lecture

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Lab Guide ` Hands-on lab exercises and solutions

„

Media ` ` ` `

Navigating Siebel 7 Applications CD-ROM Siebel 7 Call Center Fundamentals CD-ROM Siebel 7 Application Administration CD-ROM Bookshelf for Siebel 7 Applications CD-ROM

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Course Objectives „

In this course, you will learn how to: ` ` ` ` ` ` ` ` ` `

Navigate the Siebel eBusiness user interface Describe the Siebel eBusiness architecture Install Siebel eBusiness software to set up your enterprise Control access to Siebel applications and data Define your organization structure Configure and localize a Siebel eBusiness application Load data into the Siebel database Automate business rules in your Siebel eBusiness application Support mobile clients Migrate data between environments

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Course Audience „

This course is designed for: ` ` ` `

Application Developers System Architects and Configurators Database Administrators Systems Administrators

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Course Methodology „

Subject matter will be delivered via: ` ` ` `

Lecture and slide presentations Software demonstrations Class discussions Hands-on labs

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Overview of Course Flow 1. Foundations

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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Agenda „

Foundations ` 1: Introducing Siebel eBusiness Applications ` 2: Using the Siebel Client ` 3: Organizing Data Behind the User Interface

„

Architecture and Installation ` ` ` `

4: Exploring the Siebel Architecture 5: How Clients Access Siebel Data 6: Installing Siebel Software 7: Server Administration

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Agenda Continued „

Access Control and Organization Setup ` ` ` ` `

„

8: Access Control and Views 9: Access Control and Data 10: Access Control and View Types 11: Creating an Organization 12: Authenticating Users

Exploring Siebel Applications ` ` ` `

13: Understanding Object Definitions Behind a Siebel Application 14: Using Siebel Tools to Examine Object Definitions 15: Understanding the Siebel Data Model 16: The Siebel Data Model: Party Business Components

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Agenda Continued „

Configuration ` ` ` ` ` ` ` ` ` `

17: The Configuration Process 18: Managing Object Definitions 19: Editing and Compiling Object Definitions 20: Understanding Siebel Template Files 21: Configuring Applications and Screens 22: Configuring Views 23: Configuring List Applets 24: Configuring Form Applets 25: Understanding Business Components and Joins 26: Business Components and Joins: Party Extension Tables

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Agenda Continued „

Configuration Continued ` ` ` ` ` ` ` ` ` `

27: Understanding Business Objects and Links 28: Configuring Business Components and Fields 29: Creating a New BC Using the Standard 1:M Extension Table 30: Configuring Navigation 31: Extending the Database 32: Configuring Picklists 33: Configuring Multi-Value Groups 34: Configuring Access Control 35: Localizing an Application 36: Configuration Guidelines

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Agenda Continued „

Data Loads ` ` ` ` `

„

37: Introducing Enterprise Integration Manager (EIM) 38: Data Mapping 39: Invoking Enterprise Integration Manager 40: Setting Enterprise Integration Manager Options 41: Access Control and Access Groups

Business Process Automation ` ` ` ` `

42: Introducing Siebel Workflow 43: Invoking Workflow Processes 44: Additional Workflow Topics 45: Introducing Assignment Manager 46: Creating Sales Assignment Rules

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Agenda Continued „

Business Process Automation Continued ` ` ` `

„

47: Creating Service Assignment Rules 48: Invoking Assignment Manager 49: Personalizing View and Applet Access 50: Personalizing Content and Behavior

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

Summary „

This module provides an introduction to the: ` Instructor and fellow students (class participants) ` Training site ` Course materials, goals, audience, methodology, objectives, and agenda

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Introducing Siebel eBusiness Applications

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Module 1: Introducing Siebel eBusiness Applications

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Module Objectives „

After completing this module you will be able to: ` Describe standard Siebel terminology and user interface behavior ` Describe Siebel employee, customer, and partner applications ` Describe standard features that can be changed

„

Why you need to know ` You will work with employee and customer applications throughout this course ` Introducing Siebel eBusiness Applications and functionality provides context for the rest of the course

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Siebel eBusiness Enterprise An integrated product suite that helps manage customer relationships „ Built on a common architecture „

1

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

For complete listing, see Siebel Bookshelf or www.siebel.com

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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Siebel MidMarket Edition (MME) Designed for companies with fewer than 100 users „ An integrated product suite that helps manage customer relationships „

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 eBusiness Architecture

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MME is a product line optimized to meet the fundamental eBusiness needs of most mid-sized companies. It is designed to provide basic sales and service functionality. In general, MidMarket Edition has a much simpler feature set than the Enterprise offering. The technical features not built into the MidMarket Edition are those typically required by large organizations, including UNIX support, server-to-server replication, advanced database extensibility, and advanced Assignment Manager functionality. MidMarket Edition is built upon Siebel's Web-based architecture and shares the same look and feel of Siebel Enterprise. Technical differences relevant to material covered in this course will be pointed out as appropriate. For a detailed comparison, please refer to Siebel SupportWeb.

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Business Entities „

Siebel eBusiness Applications use entities to manage business relationships, for example ` ` ` ` ` `

Accounts Opportunities Contacts Service Requests Activities Assets

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Entity

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A business entity is something in the real world in which we have a business interest.

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Account Is a business external to your company „ Represents a current or potential client, a business partner, or a competitor „

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Opportunity Is a potential revenue-generating event „ Has the following characteristics „

` ` ` `

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Possible association with an account Potential revenue Probability of completion Close date

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Contact Is a person with whom you do business „ Has the following characteristics „

` Name ` Job title ` Email address

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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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Activity Is a specific task or event to be completed „ Has the following characteristics „

` Start date and due date ` Priority ` Assigned to specific employees for completion

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Asset Is an instance of a purchased product „ Has the following characteristics „

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` Asset number ` Product and part number ` Status

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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

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Partners

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There are two types: Alliance Partners are partners who team with Siebel Systems in the market. Channel Partners are partners authorized to resell Siebel eBusiness Applications.

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Types of User Interfaces (UI) „

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

Available only with Siebel employee applications in the Siebel 7 release. High interactivity relies on Java, JavaScript, and LiveConnect support from the browser. It also requires JavaScript 1.2 Document Object Model (DOM) technology and HTML frame support from the browser.

Standard Interactivity

Available for customer applications, when the Web user’s browser is unknown.

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Benefits of High Interactivity UI „

Reduces number of page refreshes ` User downloads complete HTML page initially ` Subsequent round trips fetch data required to update page

„

Saves data implicitly by stepping off record ` No need to click Save button

„

Supports highly interactive graphical UI elements ` Flowcharts, organization charts, interactive toolbars

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Differences Between High and Standard Interactivity „

The following features are supported only by high interactivity ` Client-side scripting „

With access to Siebel objects on the client side

` Interactive controls „

Calculator, calendar date/time selector

` Keyboard shortcuts „

For frequently used commands

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Client-side Scripting

Using Siebel objects, customers can build sophisticated data validation logic on the client side to further reduce the number of page refreshes needed for high interactivity applications.

Interactive Controls

These provide customers with added flexibility to design and customize their applications.

Keyboard Shortcuts

Allow employees to speed up routine tasks and thereby improve their productivity.

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Employee Application: Siebel Sales „

Siebel Sales allows your sales force to manage accounts, sales opportunities, and contacts

Personalized content

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Reference

Siebel 7 Essentials

For more information on Siebel Sales, go to www.siebel.com.

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Employee Application: Siebel Call Center „

Siebel Call Center allows your agents to coordinate and manage all customer interactions

1

Click menu button for more commands

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Reference

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For more information on Siebel Call Center, go to www.siebel.com.

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Customer Application: Siebel eService „

Siebel eService allows your customers to receive self-service and assisted service over the Web

Frequently asked questions allow customer self-service Module 1: Introducing Siebel eBusiness Applications

Reference

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For more information on Siebel eService, go to www.siebel.com.

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Customer Application: Siebel eSales „

Siebel eSales allows your customers to purchase products over the Web

Shopping cart Browse products

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For more information on Siebel eSales, go to www.siebel.com.

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Partner Application: Siebel eChannel „

Siebel eChannel allows companies and their partners to work together to market and sell to, service, and retain customers

Recommended items

Company news

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For more information on Siebel eChannel, go to www.siebel.com.

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Applications Used in This Course „

Siebel Call Center and Siebel eService are used during this course ` Technology learned here applies to all Siebel applications

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For information on all other Siebel eBusiness Applications, see ` Siebel Bookshelf ` www.siebel.com

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Standard Siebel Application Functionality demonstrated so far is standard and prebuilt „ Data presented in the UI is stored in a database „

Siebel Database

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Introducing Siebel eBusiness Applications

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Changing the Standard Application Standard Siebel applications can be changed to meet your business requirements „ In this course, you will configure Siebel Call Center and Siebel eService to change some prebuilt functionality, for example: „

` ` ` ` ` ` `

Change drilldowns and navigation Extend database to store new fields Display new fields in Siebel views Create new list and forms Create entities to manage your business Create picklists to control field values Change list and column names

Module 1: Introducing Siebel eBusiness Applications

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Introducing Siebel eBusiness Applications

1.24

Benefits of Deploying Siebel Applications „

Applications are integrated, so they can work separately or together ` Integrated applications access a common Siebel database

„

All Siebel eBusiness Applications are built on a common architecture

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Introducing Siebel eBusiness Applications

1.25

Summary „

This module showed you how to: ` Describe standard Siebel terminology and user interface behavior ` Describe Siebel employee, customer, and partner applications ` Describe standard features that can be changed

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Introducing Siebel eBusiness Applications

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1.26

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Using the Siebel Client

2.1

2 Module 2: Using the Siebel Client

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Using the Siebel Client

2.2

Module Objectives „

After completing this module you will be able to: ` Use the Siebel user interface (UI)

„

Why you need to know ` Understanding the UI enables you to effectively use Siebel applications ` Knowledge of standard application features provides context for configuration later in the course

Module 2: Using the Siebel Client

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Using the Siebel Client

2.3

Home Page „

Logging in to a Siebel application displays a home page Application-level menu

2

Frequently used screens Personalized content based on login

Drill down on hyperlink for more detail

Module 2: Using the Siebel Client

Home Page

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This is an example of a typical home page for a Siebel employee application.

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Using the Siebel Client

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

Clicking a screen tab navigates to a functional area of the application, such as accounts, contacts, service requests, assets, campaigns, and so on. Screen tabs indicate the most commonly used screens. To access all available screens in the application, use the application-level menu and select ViewÆSite Map.

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

The selected record in a list is highlighted with a contrasting color.

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Using the Siebel Client

2.5

Screens and Views „

Screens and views show business entities and related data Accounts screen

2

Indicates the subset of account data displayed in list

List

Subsets of account data that can be displayed Form

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Show Drop-Down

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Shows a subset of data for the functional application area. Click a selection in the drop-down list to navigate to a different subset of data.

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Using the Siebel Client

2.6

Navigating Through Lists and Forms „

Use next or previous record set buttons or menu button

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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Using the Siebel Client

2.7

Drilling Down for More Information „

Drill down on hyperlink to see more information

2

1. Clicking account hyperlink…

2. …presents account and contact data

Module 2: Using the Siebel Client

Hyperlinks

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Hyperlinks can be configured using Siebel Tools.

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Using the Siebel Client

2.8

Navigating Through Views and Screens „

Back and forward arrows

„

History drop-down Select from drop-down list to navigate to previous screens and views

„

Use arrows to navigate to previous screens and views

Current view is at top of list

Thread bar

Click on hyperlink to navigate to previous view Module 2: Using the Siebel Client

Current view 8 of 25

Back and Forward Arrows

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

The thread bar shows your: • Location among screens and views • Path as you drill down on a record

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Using the Siebel Client

2.9

Working with Data in the UI „

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

Module 2: Using the Siebel Client

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Using the Siebel Client

2.10

Application-Level Menu „

This menu applies to the entire application and shows available actions

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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

The application-level menu is available only in the high interactivity interface.

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Using the Siebel Client

2.11

Using Menu Buttons „

Menu buttons show available actions for lists and forms Click to show menu for Opportunities list

2

Click to show menu for Opportunity form

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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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Using the Siebel Client

2.12

Creating Data „

Click menu button or New to create a new record Click New to create new record Red asterisk signifies required field

Click menu button, then select New Record

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Creating New Record

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.

Undo and Delete Record

If a record cannot be undone or deleted, the actions will be grayed out and unavailable to the user.

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Using the Siebel Client

2.13

Modifying and Saving Data „

Modify data ` Select record field in the list or form, and change it

„

Save data implicitly ` Click off the record in a list or the field in a form to commit it to the database ` Available in high interactivity interface

„

Save data explicitly ` Click Save to commit the record to the database ` Available in standard and high interactivity interfaces

Explicit save

Module 2: Using the Siebel Client

Save Button

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The presence of the Save button does not negate the implicit record-level commit described above.

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Using the Siebel Client

2.14

Using Picklists and Multi-Value Groups Drop-down arrow

„

Picklist ` Select a single value for a field in a record Select an Account Type for the account

„

Multi-value group (MVG) ` Associate one or more values to a field in a record Associate members to the account team

Select button 14 of 25

Module 2: Using the Siebel Client

More Examples of MVGs

• Multiple addresses can be associated to an account • Sales teams can be made up of many team members • An opportunity can have multiple sources, such as phone call, trade show, or conference • Multiple employees can be assigned to an activity

Drop-Down Arrow

The drop-down arrow indicates that data can be selected from an available source, such as a picklist, calendar, or calculator.

Select Button

Clicking the select button in a field accesses a dialog box, which provides a list of records from which to select.

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Using the Siebel Client

2.15

Querying for Data „

Use a query to retrieve specific data 2. Enter criteria in appropriate fields

2

1. Select New Query 4. Query returns all records matching the criteria 3. Select Run Query 15 of 25

Module 2: Using the Siebel Client

What is a Query?

A query retrieves information from a database, allowing you to: • Locate one or more records that meet specific criteria • Create a subset of data for viewing and reporting • Refresh the view to updated information

Query by Example (QBE)

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Siebel eBusiness Applications support QBE, which helps you quickly and easily find the information you are looking for.

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Using the Siebel Client

2.16

Query Operators „

Wildcards (asterisks) can be used to search for multiple characters, for example ` Ma* will find Madrid, but not San Mateo ` *Ma* will find Madrid and San Mateo ` * cannot be used in date or numeric fields

0 will start automatically when the Siebel Server is started. Navigate to Server Administration ÆEnterprise ConfigurationÆComponent Definitions to view or modify component parameters.

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Server Administration

7.18

Interactive Components „

The task runs in response to client requests ` No need to manually start

The task stops when the client disconnects „ Examples „

Subset of Remote component group

Subset of System Management component group

Subset of Siebel Call Center component group Module 7: Server Administration

Run Mode

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To determine the run mode for a component, navigate to Server AdministrationÆEnterprise ConfigurationÆEnterprise Component Groups.

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Server Administration

7.19

Component States „

A server component may be in one of five states State

Description

Online

Tasks are currently not running for the assigned component, but new tasks can be started.

Running

Tasks are currently running for the assigned component on the Siebel Server, and new tasks are allowed to start.

Offline Shutdown

Currently running tasks continue to run, but new tasks cannot be started for the component. No processes are running for the component, and new tasks cannot be started.

Unavailable Multi-threaded components that should be running are not, indicating a run-time error.

Module 7: Server Administration

Unavailable State

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When enabled multi-threaded components are unavailable, this indicates a run-time error. Check the log files on the Siebel Server to troubleshoot the problem.

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Server Administration

7.20

Managing a Component „

Navigate to Server AdministrationÆServersÆServer Components to change a server component state

Select the component …

Module 7: Server Administration

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… and click the appropriate action

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Server Administration

7.21

Starting a Batch Task „

Navigate to Server AdministrationÆEnterprise OperationsÆ Component Requests

1. Create new request and select component

2. Modify parameters Module 7: Server Administration

Component/Job

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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.

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7

Server Administration

7.22

Starting a Background Task „

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

„

Using the command line ` Example: Start a Workflow Monitor Agent task

Component alias

Siebel Server

Module 7: Server Administration

Reference

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Parameters

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Siebel Server Administration Guide

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Server Administration

7.23

Monitoring a Task „

A task updates its state during execution ` Can be in one of the following states State Starting up

Description Indicates that the task has been started

Running

Indicates that the task is executing normally

Paused

Indicates that the task has been temporarily placed in a suspended state

Shutting Down Completed Exited with Error Killed

Indicates that the task has been instructed to stop, or the component or server is being shut down Indicates that the task ran to completion and exited normally Indicates that the task encountered an error during its processing and exited Indicates that the process was not able to shut down cleanly, and had to be forced to shutdown

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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

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Server Administration

7.24

Viewing Task Information Each task creates a log of its execution „ View log via UI by drilling down on task number „

Drill down on task number …

… to view Task Info Log

Module 7: Server Administration

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.

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Server Administration

7.25

Viewing Task Information Continued „

View log file on the Siebel Server Note the task number

View file in /log directory

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Log Files

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In Windows environments, the log files are stored in: /siebsrvr/log

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In UNIX environments, log files are stored in: /enterprises//server/log

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Server Administration

7.26

Summary „

This module showed you how to: ` Use Server Manager to administer your Siebel Enterprise

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Server Administration

7.27

Lab „

In the lab you will: ` ` ` `

Enable server components Synchronize batch components Start a task and view its log Use command-line Server Manager

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Server Administration

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7.28

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Access Control and Views

8.1

Module 8: Access Control and Views

8

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Access Control and Views

8.2

Module Objectives „

After completing this module you will be able to: ` Describe Access Control for Siebel eBusiness Applications ` Describe the difference between view level Access Control and data level Access Control ` Identify the access control mechanisms used to restrict access to views in Siebel eBusiness Applications ` Describe the relationships between views, users, and responsibilities

„

Why you need to know ` To effectively use Siebel eBusiness Applications, you need to understand how access to views is controlled

Module 8: Access Control and Views

Reference

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Authentication and Access Control Administration Guide

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Access Control and Views

8.3

Business Problem Different users need access to different information „ Access to information must be controlled so that „

` Information is easy to find ` Users see only appropriate information Customers

Field Sales Rep

CFO

• Opportunities

• Forecasting

• Orders

Channel Partners Call Center Agent

• Service Requests Module 8: Access Control and Views

• Opportunities 3 of 14

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Access Control and Views

8.4

Siebel eBusiness Solution: Access Control „

Consists of all mechanisms used to control user access to views and data records in Siebel eBusiness Applications

Module 8: Access Control and Views

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Access Control and Views

8.5

Types of Access Control „

View level Access Control (discussed in this module) ` Controls user access to views in Siebel eBusiness Applications

„

Data level Access Control (discussed in the next module) ` Controls user access to data records in Siebel eBusiness Applications

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Access Control and Views

8.6

Access to Views „

Users require access to different views based on their job function or role, for example: ` Call center agents need access to views displaying service requests, calls in their queue, and campaign information ` Customers need access to views displaying their current orders or available products ` Partners need access to views displaying sales opportunities or service requests

Module 8: Access Control and Views

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Access Control and Views

8.7

Responsibility Determines the set of views to which a user has access „ Corresponds to a user’s job function or role „

Views associated with the Field Sales Representative responsibility

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Access Control and Views

8.8

Adding Views to Responsibilities „

The same views can be added to one or more responsibilities

Call Center Manager and Universal Agent responsibilities share a common set of views

Module 8: Access Control and Views

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Access Control and Views

8.9

Assigning Users to Responsibilities „

Users can be assigned to one or more responsibilities

Mike Masters is assigned to both responsibilities: Call Center Manager and Universal Agent

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Access Control and Views

8.10

Multiple Responsibilities „

When users log in, they see the union of all views for their assigned responsibilities

Module 8: Access Control and Views

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Access Control and Views

8.11

Review: Users, Views, and Responsibilities Responsibilities determine the set of views to which a user has access „ Views are associated to one or more responsibilities „ Users are assigned to one or more responsibilities „ A user sees the union of all associated views when he or she logs in „

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Access Control and Views

8.12

Restricted Access to Views „

If a view is not included in a user’s responsibility, the user will not see a reference to the view in the: ` Site map ` Show drop-down list ` Detail tabs

„

If a user does not have access to any of the views in a screen: ` Screen tab is not displayed

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Access Control and Views

8.13

Summary „

This module showed you how to: ` Describe Access Control for Siebel eBusiness Applications ` Describe the difference between view level Access Control and data level Access Control ` Identify the access control mechanisms used to restrict access to views in Siebel eBusiness Applications ` Describe the relationships between views, users, and responsibilities

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Access Control and Views

8.14

Lab „

In the lab you will: ` Explore responsibilities and views for different users

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Access Control and Data

9.1

Module 9: Access Control and Data

9

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Access Control and Data

9.2

Module Objectives „

After completing this module you will be able to: ` Describe the difference between master data and customer data in Siebel eBusiness Applications ` Describe the different Access Control mechanisms used to restrict access to data in Siebel eBusiness Applications

„

Why you need to know ` To effectively use Siebel eBusiness Applications, you need to understand how access to data is controlled

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Module 9: Access Control and Data

Reference

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Authentication and Access Control Administration Guide

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Access Control and Data

9.3

Types of Data „

Customer data (discussed in this module) ` Includes dynamic, transactional data such as opportunities and orders ` Is created and managed by users of the application ` Has access controlled at the record level

„

Master data (discussed later in the course) ` ` ` `

Includes static, referential data such as products and literature Is created and maintained by company administrators Can be grouped into catalogs and categories Can have access controlled at the catalog and category level

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Access Control and Data

9.4

Controlling Access to Customer Data „

Access to customer data can be restricted using the following access control mechanisms ` Personal ` Position-based ` Organization-based

Module 9: Access Control and Data

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Access Control and Data

9.5

Personal Access Control „

Access is limited to records a that user has created or to which a user has been assigned ` Records can be restricted to a single user or a team of users ` Access is controlled by user ID

„

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

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Access Control and Data

9.6

Position-Based Access Control Record access is limited to users based on their position within an organization „ A position is: „

` A job title in a hierarchical reporting structure of an internal or partner organization ` Represents a person or group of people that require access to a set of data ` Is more stable than an individual’s assignment to that position „

People might change, but a position is static

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Access Control and Data

9.7

Employees Per Position „

Some positions have a single employee ` Typical toward the top of a reporting hierarchy where a job is more specialized „

„

For example, CEO, VPs

Some positions have multiple employees ` Typical toward the bottom of a reporting hierarchy where a job is less specialized „

For example, a group of call center agents all doing the same work

Roger Smith is associated with the CEO position Module 9: Access Control and Data

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Access Control and Data

9.8

Primary Employee „

When there are multiple employees per position, only one employee is defined as the primary employee for a position ` When a position is assigned to a record, the primary employee’s name appears in the primary field for the record, even if other users are associated with the same position Click the select button in the Last Name field to see all employees per position One employee is defined as primary employee for a position

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Access Control and Data

9.9

Positions Per Employee „

Employees can have multiple positions if they do different types of work or need to see different sets of data

Max Adams is associated with the Call Center Manager, Field Sales Representative, and Marketing Administrator / Analyst positions

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Access Control and Data

9.10

Primary Position „

If an employee has multiple positions, one is marked as primary

One position is defined as primary for an employee

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Click the select button in the Position field to see all positions per employee

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Access Control and Data

9.11

Change Position Users can change position during a session by selecting ViewÆUser PreferencesÆChange Position „ Users can only log in as one position at a time „ By default, log in is based on the user’s primary position „

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Access Control and Data

9.12

Types of Position-Based Access Control „

One or more positions can be associated with customer data using the following types of position-based Access Control: ` Single position ` Team

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Access Control and Data

9.13

Single Position Access Control „

Assigns a single position to an individual record ` All users associated with the position have access to the record

In the My Quotes view, use the Sales Rep field to assign a single position to a record

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Access Control and Data

9.14

Team Access Control „

Assigns multiple positions, in the form of a team, to an individual record ` All users associated with positions on the team have access to the record ` A team can include internal and partner positions In the My Opportunities view, use the Sales Team field to assign multiple positions to a record

Module 9: Access Control and Data

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Access Control and Data

9.15

Team Fields Vary according to the view in which they appear „ Examples „

` My Opportunities view has a Sales Team field

` My Accounts view has an Account Team field

` My Contacts view has a Contact Team field

Module 9: Access Control and Data

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9

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Access Control and Data

9.16

Primary Position on a Team One position on a team is designated as primary „ By default, the position of the user who creates the record is automatically placed on the team as primary „ Primary position has additional privileges, such as: „

` Merging and deleting records ` Forecasting an opportunity ` Designating another position as primary

Casey Cheng’s position is primary on this team Module 9: Access Control and Data

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Access Control and Data

9.17

Organization-Based Access Control Record access is limited to the organization(s) to which a user’s positions are assigned „ Provides another level of Access Control at the level of business organizations rather than at the level of individual users „

Module 9: Access Control and Data

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9

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Access Control and Data

9.18

Organization „

Represents a part of a business enterprise for purposes of restricting access to records ` Allows you to partition your company into logical groups, and then display information appropriate to each of those groups

„

For example, you can restrict access to records for: ` Part of your company (division, department, business unit) ` A partner company that assists you in your business (channel partner) ` An external company that purchases your products (account)

Module 9: Access Control and Data

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Access Control and Data

9.19

Types of Organization-Based Access Control „

One or more organizations can be associated with data using the following types of organization-based access control ` Single organization ` Multiple organization

Module 9: Access Control and Data

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9

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Access Control and Data

9.20

Single Organization Access Control „

Assigns a single organization to an individual record ` All users associated with the assigned organization have access to the record

In the My Contacts view, use the Organization field to assign a single organization to a record

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Access Control and Data

9.21

Multiple Organization Access Control „

Assigns multiple organizations to an individual record ` All users associated with the assigned organizations have access to the record

In the My Opportunities view, use the Organization field to assign multiple organizations to a record

Module 9: Access Control and Data

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9

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Access Control and Data

9.22

Review: Access Control Mechanisms „

Personal Access Control ` Access is limited to records that a user has created or to which a user has been assigned

„

Position-based Access Control ` Record access is limited to users based on their position within an organization

„

Organization-based Access Control ` Record access is limited to the organization(s) to which a user’s positions are assigned

„

Mechanisms are not mutually exclusive ` A record can be restricted by more than one Access Control mechanism

Module 9: Access Control and Data

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Access Control and Data

9.23

Summary „

This module showed you how to: ` Describe the difference between master data and customer data in Siebel eBusiness Applications ` Describe the different Access Control mechanisms used to restrict access to data in Siebel eBusiness Applications

Module 9: Access Control and Data

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9

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Access Control and Data

9.24

Lab „

In the lab you will: ` Explore data level Access Control for different users

Module 9: Access Control and Data

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Access Control and View Types

10.1

Module 10: Access Control and View Types

10

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Access Control and View Types

10.2

Module Objectives „

After completing this module you will be able to: ` Identify the independent relationship between view access and data access ` Identify the different view types used to accommodate the Access Control needs of different users

„

Why you need to know ` To effectively use Siebel eBusiness Applications, you need to understand the different available view types

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Module 10: Access Control and View Types

Reference

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Authentication and Access Control Administration Guide

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Access Control and View Types

10.3

Relationship Between Views and Data „

Access to views is independent of access to data ` For example, Mike Jones and Casey Cheng have access to the same view based on their responsibilities, but see different data in the view based on their user ID, position, or organization

Module 10: Access Control and View Types

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10

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Access Control and View Types

10.4

View Types „

Different view types accommodate different users ` ` ` `

My View My Team’s View All View All Across Organization View

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Access Control and View Types

10.5

My View „

Displays records for which a user has direct access ` Can use any Access Control mechanism ` Examples: My Opportunities, My Accounts

Module 10: Access Control and View Types

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10

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Access Control and View Types

10.6

Special Access Views „

Additional views have been created to accommodate managers, administrators, and executives who have data access needs that go beyond Access Control rules ` My Team’s View ` All View ` All Across Organization View

Module 10: Access Control and View Types

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Access Control and View Types

10.7

My Team’s View „

Used by managers to display records for users who report to them ` Examples: My Team’s Opportunities, My Team’s Service Requests

Module 10: Access Control and View Types

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10

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Access Control and View Types

10.8

All View „

Used by administrators within an organization to display records for the organization, where a valid owner has been assigned to the record ` Examples: All Accounts, All Opportunities, All Service Requests

Module 10: Access Control and View Types

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Access Control and View Types

10.9

All Across Organizations View „

Used by executives to display records for all organizations, where a valid owner has been assigned to the record ` Examples: All Accounts Across Organizations, All Opportunities Across Organizations

Module 10: Access Control and View Types

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10

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Access Control and View Types

10.10

Administration Views „

Displays all records in the database, even those without a valid owner ` Navigate to Data Administration ` Because they shows all records in the database, access to these views should be limited to very few people in your organization

Module 10: Access Control and View Types

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Access Control and View Types

10.11

Summary „

This module showed you how to: ` Identify the independent relationship between view access and data access ` Identify the different view types used to accommodate the Access Control needs of different users

Module 10: Access Control and View Types

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10

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Access Control and View Types

10.12

Lab „

In the lab you will: ` Explore different view types

Module 10: Access Control and View Types

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Creating an Organization

11.1

Module 11: Creating an Organization

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Creating an Organization

11.2

Module Objectives „

After completing this module you will be able to: ` Define your company’s organizational hierarchy in the Siebel application

„

Why you need to know ` Provides a framework for creating your company’s reporting structure, which ultimately determines record and view access for employees

Module 11: Creating an Organization

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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

Module 11: Creating an Organization

Professional Services, Galway Consultant Consultant 9 10

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Creating an Organization

11.4

Defining the Company Structure „

Create the company structure by defining: ` ` ` ` `

„

Organizations Divisions Positions Responsibilities Employees

Company structure determines the records and views to which employees have access

Module 11: Creating an Organization

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Creating an Organization

11.5

Defining Organizations and Divisions „

Allows your company to: ` Partition itself into logical groups, and then segregate data based on these groups ` Limit access to data based on the organization(s) and divisions(s) to which positions are assigned Organization

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

Module 11: Creating an Organization

Professional Services, Amsterdam Consultant Consultant 7 8

Professional Services, Galway Consultant Consultant 9 10 5 of 14

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Creating an Organization

11.6

Defining Divisions „

Navigate to Group AdministrationÆDivisions

Explorer view

Required field

Required field

Module 11: Creating an Organization

Creating Divisions

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Use caution when creating a division. Once you create a division: • You cannot delete it • You cannot change the organization.

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Creating an Organization

11.7

Defining Organizations „

Set Organization Flag to make a division an organization

Organization appears in Explorer View Set flag Module 11: Creating an Organization

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Division’s Organization A division’s organization will be the organization of its parent division. In the event the parent division is null, the division’s organization will be the default organization.

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Creating an Organization

11.8

Defining Organizations Continued „

Navigate to Group AdministrationÆOrganizations

Explorer View

Required fields: Name, Currency

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Module 11: Creating an Organization

Creating Organizations Use caution when creating organizations. Once you create an organization, you cannot delete it.

Organization Skills

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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.

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Creating an Organization

11.9

Defining Positions Navigate to Group AdministrationÆPositions „ Create positions based on your reporting structure „

` Ask the question “Who needs to see what?”

Explorer View

Reporting relationship

Required fields: Division, Position

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Module 11: Creating an Organization

Parent Position

Specify a parent position to set up a reporting relationship.

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.

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Creating an Organization

11.10

Defining Responsibilities „

Navigate to Application AdministrationÆResponsibilities

1. Create responsibility

2. Associate views to responsibility

Module 11: Creating an Organization

Predefined Responsibilities

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There are many predefined responsibilities provided as part of the Siebel seed data.

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Creating an Organization

11.11

Defining Employees „

Navigate to User AdministrationÆEmployees to define employees

Required fields

Associate one or more positions

Associate one or more responsibilities

Specify additional data for the employee

Module 11: Creating an Organization

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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.

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Creating an Organization

11.12

Position and Responsibility There is no relationship between position and responsibility „ Employees are assigned: „

` One or more positions ` One or more responsibilities

Division

Professional Services, Amsterdam

Positions

Responsibility

Consultant Consultant 7 8

Sales Manager All Opportunities My Team’s Accounts All Accounts

Module 11: Creating an Organization

Reference

Siebel 7 Essentials

Views

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Siebel Applications Administration Guide

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Creating an Organization

11.13

Summary „

This module showed you how to: ` Define your company’s organizational hierarchy in the Siebel application

Module 11: Creating an Organization

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Creating an Organization

11.14

Lab „

In the lab you will: ` Create the ABC organization hierarchy

Module 11: Creating an Organization

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Authenticating Users

12.1

12

Module 12: Authenticating Users

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Authenticating Users

12.2

Module Objectives „

After completing this module you will be able to: ` Describe the difference between authentication and Access Control ` Describe internal and external authentication and how each works in Siebel eBusiness applications

„

Why you need to know ` To effectively manage users across applications, you need to understand the available options for authentication

Module 12: Authenticating Users

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Authenticating Users

12.3

12

Authentication and Access „

Authentication: ` Determines and validates the user’s 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

Module 12: Authenticating Users

Reference

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Siebel Authentication and Access Control Administration Guide

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Authenticating Users

12.4

Business Challenge: Validating Users „

How are users identified and validated?

Employees

Customers

Validation Siebel Applications

Partners

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Authenticating Users

12.5

12

Business Solution: Authentication Authentication validates users before allowing them access to applications „ Performs two tasks „

` Collects credentials, such as user name and password ` Verifies credentials against a master source

Module 12: Authenticating Users

Reference

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Siebel Authentication and Access Control Administration Guide

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Authenticating Users

12.6

Siebel Authentication Manager Runs within the Siebel object manager „ Verifies credentials „ Establishes connection to Siebel database „

Module 12: Authenticating Users

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Authenticating Users

12.7

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Two Types of Authentication „

Internal authentication: ` Verifies against the relational database (RDBMS) and Siebel application „

„

Also known as database authentication

External authentication: ` Uses an external file (or directory) and security adapter to authenticate users

Module 12: Authenticating Users

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Directory

A directory is an external data store containing information required to allow users to connect to the Siebel database.

Security Adapter

A security adapter is a plug-in to the authentication manager running within the Siebel object manager.

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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

2. Password may be encrypted to prevent direct database access

3. Connect to database

Siebel Object Manager Encrypt password Connect using DB account

Siebel Database Module 12: Authenticating Users

Accessing Multiple Siebel Applications

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For example, employees may need access to Siebel Sales and Siebel Field service, and these applications use the same Siebel database.

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Authenticating Users

12.9

12

Example of Internal Authentication Scenario: Joe is a new employee and requires access to Siebel Call Center „ Administration steps „

1. Database Administrator (DBA) creates RDBMS login and password 2. DBA grants user proper access rights 3. System administrator creates Siebel employee record, which defines login, position, and responsibility

Module 12: Authenticating Users

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.

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Authenticating Users

12.10

Example of Internal Authentication Continued „

User authentication steps 1. Joe enters credentials (login and password) in Siebel Call Center login form 2. Joe’s login and password are verified in RDBMS 3. Joe’s position and responsibility are determined in the Siebel application 4. Joe starts using Siebel Call Center ` If Joe’s credentials are not validated in the RDBMS and Siebel application, he receives an error message at login

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Authenticating Users

12.11

12

External Authentication Browser

Web Server SWSE Credentials

Uses an external directory containing user credential and administrative information „ Allows for centralized management of user authentication across Siebel and non-Siebel applications „

1. User provides information

2. Verify credentials Siebel Object Manager

Security adapter

Connect using DB account

Siebel Database

4. Connect to database

Module 12: Authenticating Users

Security Adapter

Login

Retrieve DB account and roles

Authentication Service Directory

3. Roles applied to user as Siebel responsibilities

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The security adapter uses the user credentials provided by a user or supplied by an authentication service to retrieve the Siebel user ID, a database account, and optionally, a set of roles from the directory.

Authentication Service An authentication service is an external service that verifies a user’s credentials. It may be the same physical device as the directory, or it may be a separate device.

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Authenticating Users

12.12

External Authentication Continued „

Standard Siebel software provides prebuilt security adapters for LDAP and ADSI ` Lightweight Directory Access Protocol (LDAP) is an open network protocol „

LDAP security adapter allows Siebel applications to access standard LDAP directories

` Active Directory Service (ADSI) „

ADSI security adapter allows Siebel applications to access Microsoft Active Directory

Module 12: Authenticating Users

Supported LDAP Directories

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Refer to Siebel System Requirements and Supported Platforms for information on supported LDAP directories.

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Authenticating Users

12.13

12

Example of External Authentication Scenario: Mary is a new customer and needs access to Siebel eService „ Administration steps „

1. Enable eService to communicate with external directory by updating parameters in eservice.cfg and eapps.cfg ` `

Restart Siebel Server to activate changes in eservice.cfg Restart Siebel Server and Web Server to activate changes in eapps.cfg

2. Update system preferences 3. Activate user registration workflows

Module 12: Authenticating Users

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Parameters

Refer to the Siebel Authentication and Access Control Administration Guide for details on updating specific parameters in the application configuration and eapps.cfg files.

System Preferences

Set the following values: SecThickClientExtAuthent = TRUE SecExternalUserAdministration = FALSE

Workflow Processes

Activate the following user registration workflow processes: User Registration Process User Registration SubProcess User Registration Initial Process User Registration Forgot Password Process

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Authenticating Users

12.14

Example of External Authentication Continued „

User authentication steps 1. Mary self-registers by providing credentials in Siebel HTML login form 2. Credentials are verified against external LDAP directory 3. Database account information and roles are passed back to eService Object Manager 4. Mary starts using Siebel eService

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Authenticating Users

12.15

12

Benefits of External Authentication „

From a user perspective ` Allows for login maintenance and self-registration ` Allows for Web Single Sign On „

„

Ability to log in only once and access all applications within a Web site or portal

From an administration perspective ` Reduces overhead by not having to maintain database logins and passwords for each and every user ` External directory can be used for other applications

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Authenticating Users

12.16

Maintaining Login Information „

External authentication allows Web users to maintain their login information ` Reduces burden on system administrator to maintain user login information

Enter user ID and password for authentication

Click here to self-register Module 12: Authenticating Users

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Click here for forgotten password

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Authenticating Users

12.17

12

Web Single Sign On (Web SSO) „

Allows users to log in once via the Web to access multiple applications at a given site ` Siebel applications support Web Single Sign On by allowing users to provide one set of credentials for access to multiple applications

„

Authentication occurs at Web server level, not at application level ` Credential collection and verification is external to Siebel applications

Module 12: Authenticating Users

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Web SSO

In this type of implementation, users are authenticated by a third party at the Web site level. Siebel applications support Web SSO by providing an interface that allows the third party to pass user information to a Siebel application. Once authenticated by the third party, a user does not have to explicitly log in to the Siebel application. Web SSO allows deployment of Siebel applications into existing Web sites or portals.

Access to Multiple Applications

With Web SSO, users are given access to the specific applications to which they are entitled.

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Authenticating Users

12.18

Web Single Sign On (Web SSO) Continued „

Enable or disable on Siebel Web Server Extension (SWSE) by modifying the eapps.cfg and application.cfg files

Specify parameters in each eApp section or in [defaults] to apply to all customer applications

Module 12: Authenticating Users

Reference

Specify same parameters as in eapps.cfg

18 of 21

Siebel Web Client Administration Guide Siebel Authentication and Access Control Administration Guide

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 user’s username. The value, REMOTE_USER by default, is populated by the authentication mechanism.

UserSpecSource

Values are Server or Header (default is Server). Set to Server if the variable is within the server environment context. Set to Header if the variable is within the HTTP request header context.

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Authenticating Users

12.19

12

Guidelines for Using Authentication Desired Deployment or Functionality

Database Authentication

Requires no additional infrastructure components

9

Security Adapter

Web SSO

Offers centralized store for user credentials and roles

9

9

Limits number of database accounts on RDBMS

9

9

Supports dynamic user registration

9

9

Supports Web SSO

Module 12: Authenticating Users

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Authenticating Users

12.20

Summary „

This module showed you how to: ` Describe the difference between authentication and Access Control ` Describe internal and external authentication and how each works in Siebel eBusiness applications

Module 12: Authenticating Users

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Authenticating Users

12.21

12

Lab „

In the lab you will: ` Examine the results of internal (database) authentication ` Create a database account for a user

Module 12: Authenticating Users

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Authenticating Users

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12.22

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Understanding Object Definitions Behind a Siebel Application

13.1

13

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13.2

Module Objectives „

After completing this module you will be able to: ` Describe the major types of object definitions ` Describe the relationships between them

„

Why you need to know ` Enables you to explore an existing application effectively ` Enables you to configure Siebel applications effectively

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13.3

Siebel Applications „

Consist of:

13

` ` ` `

A reusable execution engine A configuration file A repository file containing object definitions A set of physical user interface (UI) files that specify how to render the UI in the user’s browser ` A relational database that stores user data

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13.4

Physical UI files „

Consist of: ` Siebel template files ` Cascading style sheets ` Image files

Are provided by Siebel Systems as part of a standard Siebel application „ Can be modified as required by customers to satisfy corporate look-and-feel requirements „ Will be discussed in detail in a later module „

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13.5

Repository File „

Contains object definitions that specify:

13

` Presentation of data ` Business logic ` Data storage UI object definitions Business object definitions

Account Account

Opportunity

Product

Contact

Data object definitions

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Reference

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Siebel Tools Reference

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13.6

Data Object Definitions „

Data object definitions: ` Specify the logical structure of the data storage ` Provide a vendor-independent representation of the underlying physical relational database

„

Two principle data object definitions ` Tables ` Columns Table

S_PROD_INT NAME

PART_NUM

VERSION

Columns

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13.7

Business Object Definitions Business object definitions specify the business logic for the application „ Two principle business object definitions „

` Business component ` Business object

Business object

Business component

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Understanding Object Definitions Behind a Siebel Application

13.8

Business Component „

Represents one fundamental business entity in the enterprise ` For example: Service Request, Contact, Activity

References a base table „ Consists of multiple fields that characterize the business component „

` Many fields within the business component reference columns in the base table Business component

Internal Product

Base table

S_PROD_INT

Name

NAME

Part #

Version

Fields

PART_NUM

VERSION

Columns

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13.9

Business Component Continued „

Can include data from additional related tables

13

` Some fields map to columns in these related tables Business component

„

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

Represents a logical grouping of data from one or more tables

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Business Component

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A business component can be thought of as a virtual database table spanning multiple real tables. It organizes the data in the way the user chooses to view the data and rather than by how it is organized for effective data storage.

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13.10

Business Object „

Represents a major functional area of the enterprise ` For example: account management

„

Is a collection of related business components ` Account business object consists of accounts plus related opportunities, contacts, products, and so forth

„

Has one business component that serves as the master or driving business component Business object (BO)

Account Account

Business component (BC)

Quote

Product

Master BC provides focus for BO

Contact

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Business Object

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The name of the business object is, by convention, the name of the master or driving business component.

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13.11

Business Component Reuse „

A business component can be: ` Defined once in terms of a logical collection of columns from one or more tables ` Then used in many different business object contexts Contact BC appears as master in Contact BO

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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Understanding Object Definitions Behind a Siebel Application

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

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UI Object Definitions

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As mentioned earlier, the physical layout of the UI is determined by template and other files in the physical UI layer. There are additional object definitions (such as Web Page and Web Template) in the repository that reference the template files. In addition there are object definitions that relate views and applets to the template files. These object definitions also are par t of the UI object definitions. They will be discussed in a later module.

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Applet Object Definition Specifies a list or form that occupies a portion of a Siebel application window „ References one business component whose data can be viewed and edited through the list or form „

Business component

Contact First Name

Job Title

Email Address

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Understanding Object Definitions Behind a Siebel Application

13.14

Applet Object Definition Continued „

Consists of multiple list column or textbox control object definitions ` Reference a field in the applet-referenced business component ` Specify how the data for the field is displayed in the list or form

Business component

Contact First Name

Job Title

Email Address

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13.15

View Object Definition Specifies a view in a Siebel application „ References one business object „ Consists of multiple applet object definitions „

13

` Each applet must reference a business component in that business object

Account Account

Quote

Product

Contact

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13.16

Screen Object Definition „

Specifies a screen in a Siebel application ` Is associated with a major functional area of the enterprise

„

Consists of multiple view object definitions that usually reference the same business object ` Administration screens are an exception Screen

Screen

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13.17

Application Object Definition Specifies a particular collection of screens available in a Siebel application „ Consists of multiple screen object definitions „

Application

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Understanding Object Definitions Behind a Siebel Application

13.18

Major Object Definitions „

Are related to each other List Column or Control

Applet

View

Field

Business Component

Business Object

Column

Screen

Table

Application

1 or more contained in References

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Understanding Object Definitions Behind a Siebel Application

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

Business objects layer; captures the business logic

Data objects layer; provides a logical view of the underlying database

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Understanding Object Definitions Behind a Siebel Application

13.20

Siebel Applications „

Are configured to meet customer requirements by using: ` An HTML editor to modify the template and other physical UI files ` Siebel Tools to modify the object definitions Configurable layers

Physical UI files

Modified using HTML editor

UI Object Definitions Business Object Definitions

Modified using Siebel Tools

Data Object Definitions

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13.21

Summary „

This module showed you how to:

13

` Describe the major types of object definitions ` Describe the relationships between them

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13.22

Lab „

In the lab you will: ` Examine object definitions that support the Call Center application and the relationships between them

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Using Siebel Tools to Examine Object Definitions

14.1

14 Module 14: Using Siebel Tools to Examine Object Definitions

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Using Siebel Tools to Examine Object Definitions

14.2

Module Objectives „

After completing this module you will be able to: ` Describe the differences between object types and object definitions ` Use Siebel Tools to examine parent and child object definitions ` Search for object definitions with a given property value

„

Why you need to know ` Enables you to configure Siebel applications effectively ` Enables you to examine mappings that support bulk data transfer

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Using Siebel Tools to Examine Object Definitions

14.3

Object Definitions „

Are data constructs that define elements of the: ` User interface ` Business logic ` Data storage

Are stored in the Siebel repository, a subset of tables in the Siebel database that contains object definitions „ Are examined, created, and edited using Siebel Tools „ Are compiled into the repository file for a configured application „

Database Repository Data

Tools Application

Tools output is input for object manager

Application Object Manager

.srf

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Reference

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Configured Application 3 of 19

Siebel Tools Reference

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Using Siebel Tools to Examine Object Definitions

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:

Account List View

Title:

Title:

My Accounts

Inactive:

Inactive: FALSE

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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.

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14.5

Object Definition Properties Describe characteristics of the object definition „ Have the following value types „

` ` ` ` `

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

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Referencing Names

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A property that references the name of another object definition must match the name exactly in spelling (spaces do count) and case. A value of Prod is not the same as PROD.

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Using Siebel Tools to Examine Object Definitions

14.6

Examining Object Definitions „

Use the Siebel Tools object list editor to display object definitions ` Select an object type in the Object Explorer ` Object definitions appear in the Object List Editor Property

Object Explorer Module 14: Using Siebel Tools to Examine Object Definitions

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Object definition

Object List Editor 6 of 19

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Using Siebel Tools to Examine Object Definitions

14.7

Siebel Tools User Interface „

Differs from the Web client ` All data in a list applet can be selected for editing ` Changes made to an object definition are automatically saved when leaving the record ` Right-clicking to invoke context-sensitive menu is supported ` Tool bar icons exist for common user operations Record Navigation

Query

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Sort

Menu invoked by right-clicking on object definition

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Using Siebel Tools to Examine Object Definitions

14.8

Object Explorer „

Displays by default a small set of the most commonly used object types ` Use ViewÆOptions and select the Object Explorer tab to add or remove object types from the Object Explorer

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Using Siebel Tools to Examine Object Definitions

14.9

Properties Window „

Displays the object definition selected in the Object List Editor ` Open by selecting ViewÆWindowsÆProperties Window ` Properties are listed in alphabetical order ` The value is shown next to property name

14

Properties Window Does not show Changed or Project properties

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Using Siebel Tools to Examine Object Definitions

14.10

Hierarchy of Object Types „

Some object types contain child object types ` For instance Business Component has Field child object type Object Explorer displays hierarchy

Multiple levels of hierarchy

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Using Siebel Tools to Examine Object Definitions

14.11

Viewing Parent/Child Object Definitions „

Select object types and definitions alternately to examine child object definitions Use Types tab

1. Expand parent object type (Applet) in OE

3. Select desired child object type (Control) in OE

2. Select parent object definition in OBLE

14

4. View child object definitions for selected parent definition in lower pane of OBLE

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Using Siebel Tools to Examine Object Definitions

14.12

Additional Navigation Techniques „

Use these techniques to navigate in the Tools application ` Drill down on hyperlinks ` Forward/Back button ` Bookmarks

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Using Siebel Tools to Examine Object Definitions

14.13

Using Drilldown „

Drill down on a hyperlink to navigate to that object definition ` Applet to business component ` Business component to table Underlined in blue

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Using Siebel Tools to Examine Object Definitions

14.14

Using the Forward/Back Button Use the back button to return to object definition last examined „ Use the forward button to return to the current object definition „

Forward and back

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Using Siebel Tools to Examine Object Definitions

14.15

Using Bookmarks „

Use bookmarks to navigate directly to a specific object definition Add a new bookmark

Display or hide bookmark window

14

Select the desired bookmark from the Bookmarks window 15 of 19

Module 14: Using Siebel Tools to Examine Object Definitions

Bookmarks

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Bookmarks can serve very effectively as predefined queries.

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Using Siebel Tools to Examine Object Definitions

14.16

Object Explorer: Flat Tab Removes all hierarchy and shows all object types in a single list „ Helps developers: „

` Find a child object with an unknown parent ` See how object definitions and properties are typically used

Select any object type in OE

Parent object definition displayed

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Using Siebel Tools to Examine Object Definitions

14.17

Repository Search „

Use Search Repository to find multiple object types at once ` Locate definitions regardless of object type or position in hierarchy

14 Select one or more

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14.18

Summary „

This module showed you how to: ` Describe the differences between object types and object definitions ` Use Siebel Tools to examine parent and child object definitions ` Search for object definitions with a given property value

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Using Siebel Tools to Examine Object Definitions

14.19

Lab „

In the lab you will: ` Use Siebel Tools to examine object definitions in the Siebel repository ` Use Siebel Tools to examine references between UI, business, and data object definitions Note the convention used in the labs Parent record in the OBLE

Child record in the OBLE

Select Business Component > Account > Field > Account Role Parent object type in the OE

Child object type in the OE

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Using Siebel Tools to Examine Object Definitions

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14.20

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Understanding the Siebel Data Model

15.1

Module 15: Understanding the Siebel Data Model

15

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Understanding the Siebel Data Model

15.2

Module Objectives „

After completing this module you will be able to: ` Describe the purpose of the Siebel Data Model ` Describe the role of primary and foreign keys, indexes, and user keys ` Identify prominent tables in the Siebel Data Model ` Locate foreign keys for different relationships

„

Why you need to know ` Enables you to understand how data is accessed in existing Siebel applications ` Enables you to map your business logic to the Siebel Data Model ` Enables you to configure the data layer as necessary for your implementation ` Provides information that will be important in addressing performance issues

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Understanding the Siebel Data Model

15.3

The Siebel Data Model „

Defines how the data used by Siebel applications is stored in a standard third-party relational data base ` Specifies the tables and indexes

„

Is designed to support the data requirements across Siebel eBusiness applications Defines the business logic

Defines how data storage is organized (makes up the Data Model)

Field

Business Component

Column

Table

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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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Understanding the Siebel Data Model

15.4

Understanding the Data Model „

In order to develop and install a Siebel application, you need to understand: ` ` ` `

„

What data is stored in the Siebel database The pieces that make up the Siebel database The rules and policies for using those pieces The consequences of those rules and policies

The pieces to understand ` ` ` ` `

Tables Columns Indexes User Keys Primary and foreign keys

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Understanding the Siebel Data Model

15.5

Siebel Data „

Is stored in normalized tables in a relational database ` Each table has multiple columns storing single value data ` Data schema is organized to eliminate repeated storage of data

Table

S_PROD_INT UOM_CD

PART_NUM

NAME

ROW_ID

15

Columns (store single values only)

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Understanding the Siebel Data Model

15.6

Primary Key „

Is a column that uniquely identifies each row in a table ` ROW_ID serves as the primary key for Siebel database tables

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 „

Is a column in every table ` Contains a Siebel-application-generated identifier that is unique across all tables and mobile users

„

Is the means by which Siebel applications maintain referential integrity ` Database referential integrity constraints not used

„

Is managed by Siebel applications and must not be modified by users

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Understanding the Siebel Data Model

15.8

Tables Over 2000 tables in the database „ Three major types: Data, Interface, and Repository „

Interface

Data

TYPE

ALIAS

Module 15: Understanding the Siebel Data Model

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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Creating the Schema

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

The type of a table is specified by its Type property.

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15.9

Data Tables „

Store the user data ` ` ` `

„

Business data Administrative data Seed data Transaction data for mobile users

Are populated and updated: ` By the users through the Siebel eBusiness applications ` By server processes such as „ „

15

Enterprise Integration Manager for bulk importing and exporting of data Assignment Manager for automatic assignment of newly created records

Have names prefixed with S_ „ Are documented in the Siebel Data Model Reference „

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Understanding the Siebel Data Model

15.10

Prominent Data Tables „

Prominent tables storing data for the major business entities Internal Product

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

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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 „

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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

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Siebel Interface Tables Reference

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15.12

Repository Tables „

Contain the object definitions that specify one or more Siebel applications ` Client application configuration „

UI, business, and object definitions

` Mappings used for importing and exporting data ` Rules for transferring data to mobile clients „

Are updated using Siebel Tools

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Populating the Repository Tables

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The repository tables are populated by the imprep.ksh script during the database server installation.

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15.13

Columns „

Each table has multiple columns to store user and system data ` Defined by the Column child object definitions

„

Columns determine the data that can be stored in that table

15

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Understanding the Siebel Data Model

15.14

Column Properties „

Important properties of columns ` Properties of existing tables and columns should not be edited

„

Understanding these properties is important ` Determines the size and type of data that can be stored in a column ` Limits proposed modifications to a standard application Value assigned to all new records

Can NULL be stored in column?

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Non-null value required when importing data

Identifies type and size of data

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Understanding the Siebel Data Model

15.15

System Columns Exist for all tables to store system data „ Are maintained by Siebel applications and tasks „

15 „

Can be viewed from HelpÆAbout Record

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Understanding the Siebel Data Model

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 „

Not all columns in a user key may be required

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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.

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Understanding the Siebel Data Model

15.17

Index „

Is a separate data structure that stores a data value for a column and a pointer to the corresponding row ` Are used to retrieve and sort data rapidly

Can be created by configurators (to produce a custom index) „ Should be inspected to assess performance issues for query and sort operations „

_P: index based on primary key _U: index based on a user key

Sequence affects the sort order in business components Module 15: Understanding the Siebel Data Model

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15

Understanding the Siebel Data Model

15.18

Relationships Between Tables Siebel database tables are related to one another „ Understanding the relationships between tables is important to implementing your business logic „

Product Line S_PROD_LN

Asset S_PROD_INT

SERIAL_NUM

MFGD_DT

ASSET_NUM

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ROW_ID

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UOM_CD

PART_NUM

NAME

ROW_ID

DESC_TEXT

NAME

ROW_ID

M:M relationship

S_ASSET

1:M relationship

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Understanding the Siebel Data Model

15.19

Foreign Key Table Columns „

Are columns in a table that refer to the primary key column of a related (parent) table ` Are named with suffix _ID

Capture relationships between Siebel database tables „ Are maintained by Siebel applications and tasks to ensure referential integrity and should never be updated directly using SQL „

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Understanding the Siebel Data Model

15.20

1:M Relationships „

Are captured using foreign key table columns in the table on the many side of the relationship Foreign key column for the 1:M Product Asset relationship

PROD_ID

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MID_NAME

Foreign Key Columns

MFGD_DT

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ASSET_NUM

ROW_ID

UOM_CD

ROW_ID

PART_NUM

S_ASSET

NAME

S_PROD_INT

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Since an product could have many assets (product instances) associated with it, a foreign key column cannot be located in the S_PROD_INT table. It might then have to contain multiple ROW_IDs which would violate the basic rule of a single value for a column.

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15.21

Finding Foreign Keys for 1:M Relationships „

Inspect the Foreign Key Table property in a Column object definition to determine the column that serves as the foreign key

15

Foreign key column for the 1:M Asset Product relationship Module 15: Understanding the Siebel Data Model

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Understanding the Siebel Data Model

15.22

M:M Relationships „

Are captured using foreign key table columns in a third table called the intersection table Intersection table for M:M Product Product Line relationship S_PROD_INT

S_PROD_LN

UOM_CD

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PART_NUM

Intersection Tables

PROD_ID

PROD_LN_ID

ROW_ID

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NAME

ROW_ID

DESC_TEXT

NAME

ROW_ID

S_PROD_LN_PROD

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An intersection table must be used for a M:M relationship since a foreign key column cannot be located in either of the base tables. Siebel Systems refers to this type of table as an intersection table. In other parts of the database world this type of table is also known as an association or correlation table.

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Understanding the Siebel Data Model

15.23

Finding the Intersection Table Certain configuration and administration activities may require determining the intersection table that supports a M:M relationship „ To locate an intersection table execute the following query in Siebel Tools „

Parent tables

15

Intersection table Module 15: Understanding the Siebel Data Model

Query

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Use the following steps to execute the query: 1. Select the Flat tab in the Object Explorer and then select the Column object type. 2. Rearrange the columns in the OBLE to display Parent Table, Name, Foreign Key Table, and User Key Sequence at the beginning of the applet. 3. Execute a query for which [User Key Sequence] = 1 or 2 and [Foreign Key Table] = S_CONTACT or S_EVT_ACT. 4. Sort the results by Parent Table. 5. Look for a Parent Table that appears in two adjacent rows where the Foreign Key Table is S_CONTACT in one row and S_EVT_ACT in the other row.

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Understanding the Siebel Data Model

15.24

1:1 Extension Table „

Is a special table that has a 1:1 relationship with a base table ` Foreign key for the relationship: „ „

„

Is located in the extension table Is named PAR_ROW_ID

Provides additional columns for business components referencing the base table ` A base and extension table can be considered as a single logical table ATTRIB_39

Module 15: Understanding the Siebel Data Model

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

A row in an extension table is created only if there is data to store in one of its columns. For example, a new product record that does not have a value for the Stock Level field would create a row in the base table but not in the extension table.

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Understanding the Siebel Data Model

15.25

1:1 Extension Table Continued „

Are used: ` To provide flexibility for both Siebel engineering and customer use „

Known as standard 1:1 extension tables

` To support multiple business components referencing the S_PARTY table (discussed in next module)

15

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Understanding the Siebel Data Model

15.26

Standard 1:1 Extension Tables „

Prebuilt for many major tables ` Have the name of the base table with suffix _X

„

Contain 40 plus generic columns of varying types ` Store additional fields for business components beyond those mapped to the base table

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Understanding the Siebel Data Model

15.27

Generate a Table Report „

To produce a report that summarizes the important details about a table for reference `

In Tools, run a query to select the tables of interest „

Report will include all tables displayed in the Object List Editor

` Select Report→Tables to generate a detail report on the columns and indexes „

Make sure that Table is selected in the Object Explorer

15

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Understanding the Siebel Data Model

15.28

Summary „

This module showed you how to: ` Describe the purpose of the Siebel Data Model ` Describe the role of primary and foreign keys, indexes, and user keys ` Identify prominent tables in the Siebel Data Model ` Locate foreign keys for different relationships

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Understanding the Siebel Data Model

15.29

Lab „

In the lab you will: ` Examine tables, columns, indexes, and user keys that make up the Siebel Data Model ` Determine the form of relationships between tables in the Siebel Data Model

15

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15.30

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The Siebel Data Model: Party Business Components

16.1

Module 16: The Siebel Data Model: Party Business Components

16

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The Siebel Data Model: Party Business Components

16.2

Module Objectives „

After completing this module you will be able to: ` Identify tables used for storing data about persons ` Identify tables used for storing data about organizations ` Describe the role of S_PARTY and its extension tables

„

Why you need to know ` Enables you to configure business components related to access control ` Enables you to import Access Control data properly and populate the desired tables

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The Siebel Data Model: Party Business Components

16.3

Party „

Refers to instances of entities that have access to records ` Person-related entities ` Organization-related entities ` Groupings created for access to master data

„

Allows for grouping of instances of different types of entities Contact

Account

Employee

Position

User Partner

Person-related entities

Access Group User List

Grouping for access control

16

Division Organization

Organizationrelated entities 3 of 22

Module 16: The Siebel Data Model: Party Business Components

Reference

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Authentication and Access Control Administration Guide

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The Siebel Data Model: Party Business Components

16.4

Topics For This Module How person-related data is stored „ How organization-related data is stored „ How party business components use the S_PARTY table „

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The Siebel Data Model: Party Business Components

16.5

Person Represents anyone associated with a Siebel application „ May be someone: „

` Using the application „ „ „

Employee at a company that deployed a Siebel application Individual at a channel partner Customer logging in to the Web site

` Referred to in the application „

Individual external to your company associated with the business process

16

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The Siebel Data Model: Party Business Components

16.6

Person-Related Business Components Store their main data in S_CONTACT „ May store additional data in S_USER and S_EMP_PER „

` Serve as logical extension tables

S_CONTACT

S_USER

Persons

EXP_APPR_LMT

Module 16: The Siebel Data Model: Party Business Components

HIRE_DT

Logical extension table to store user specific data

ROW_ID

PASSWORD

LOGIN

ROW_ID

MID_NAME

FST_NAME

LAST_NAME

ROW_ID

Stores majority of person-related data

S_EMP_PER

Logical extension table to store employee-specific data

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In Siebel 7 applications, the types of person entities have been arranged hierarchically. A Person is anyone with a record in the S_CONTACT table. A Contact is a Person with a “Contact Team.” A User is a Contact that can log in (that is, has a User ID), and an Employee is a User that has the EMP_PER flag set in the S_EMP_PER table.

`

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The Siebel Data Model: Party Business Components

16.7

Person-Related Business Components Continued „

Multiple business components use these tables Consumer Last Name

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

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Login Name

16

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The Siebel Data Model: Party Business Components

16.8

Relationships for Responsibility „

User-Responsibility (M:M) relationship uses the S_PER_RESP intersection table ` Any user can be granted a responsibility S_CONTACT

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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The Siebel Data Model: Party Business Components

16.9

Organization-Related Data „

Represents any business enterprise associated with a Siebel application ` The company or part of the company deploying the Siebel application (division, organization) ` An external company that purchases your products (account) ` A partner company that assists you in your business (channel partner)

16

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The Siebel Data Model: Party Business Components

16.10

Organization-Related Business Components Store their main data in S_ORG_EXT „ May store additional data in S_BU „

S_ORG_EXT

BU_FLG

NAME

ROW_ID

PRTNR_FLG

INT_ORG_FLG

LOC

NAME

ROW_ID

=‘Y’ for Internal Division or Organization

S_BU

Logical extension table to store organization name =‘Y’ for Channel Partner

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The Siebel Data Model: Party Business Components

16.11

Organization-Related Business Components Continued „

Multiple business components use these tables Account Name

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

Internal Org Flag

16

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The Siebel Data Model: Party Business Components

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

Part of S_BU_U1 index

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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.

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The Siebel Data Model: Party Business Components

16.13

Single-Organization Visibility „

Is implemented by the BU_ID foreign key column in the table for a single-organization business component Example of a singleorganization table S_CONTACT

S_BU BU_FLG

NAME

ROW_ID

BU_ID

MID_NAME

FST_NAME

LAST_NAME

ROW_ID

16

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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.

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The Siebel Data Model: Party Business Components

16.14

Multi-Organization Visibility „

Is implemented by an intersection table between S_BU and the table for the multiple-organization business component ` Intersection tables for organization have a _BU suffix Price List S_PRI_LST

BU_FLG

BU_ID

PRI_LST_ID

ROW_ID

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NAME

S_PRI_LST_BU

Module 16: The Siebel Data Model: Party Business Components

Multi-Org Business Components

S_BU ROW_ID

BU_ID

EFF_START_DT

PRI_LST_CD

NAME

ROW_ID

Example of a multipleorganization table

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Such business components have records that can be assigned to one or more organizations. Some examples are accounts, opportunities, and products.

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The Siebel Data Model: Party Business Components

16.15

Party Business Components „

Consist of business components that represent people and organizational units ` ` ` ` ` ` ` `

„

Account Contact User Organization Employee Position Household And so forth

16

Reference the S_PARTY table

Module 16: The Siebel Data Model: Party Business Components

Party

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A way to think of party is that it is an abstraction of the business components that own records.

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The Siebel Data Model: Party Business Components

16.16

S_PARTY Table „

Serves as the base table for all party business components ` Stores the party name and party type

„

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

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Module 16: The Siebel Data Model: Party Business Components

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

The following are examples of the party type: organization, household,person,position, user list, and access group.

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The Siebel Data Model: Party Business Components

16.17

Party „

Includes business components that represent groupings of party instances ` User List: grouping of Users ` Access Group: grouping of Access Group Members „

Can contain only non-person party entities such as organizations, divisions, and positions

User List Party Name

Party Type Code

S_PARTY PARTY_UID

PARTY_TYPE_CD

NAME

ROW_ID

16

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Module 16: The Siebel Data Model: Party Business Components

User List

A User List allows for ad-hoc groupings or persons of all types (employees, contacts, and so forth).

Access Group

An Access Group allows for ad-hoc groupings of non-person groups.

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The Siebel Data Model: Party Business Components

16.18

S_PARTY_PER Is an intersection table that relates two instances of parties „ Used to implement relationships between „

` User Lists and Users ` Employees and Positions ` Access Groups and Members S_PARTY_PER PARTY_UID

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PARTY_TYPE_CD

Module 16: The Siebel Data Model: Party Business Components

NAME

ROW_ID

PERSON_ID

PARTY_ID

ROW_ID

S_PARTY

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The Siebel Data Model: Party Business Components

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

Sample of S_PARTY extension tables Module 16: The Siebel Data Model: Party Business Components

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The Siebel Data Model: Party Business Components

16.20

Relevance in Subsequent Activities „

Configuring business components ` All person-related business components use S_CONTACT ` All organization-related business components use S_ORG_EXT ` Over 100 party-related business components reference S_PARTY but store their data in one of many S_PARTY extension tables

„

Importing data for party-related business components ` Must populate columns in S_PARTY table in addition to tables that store the data of interest to users

„

Importing data for business components related to organizations ` For single-organization data, must populate BU_ID ` For multi-organization data, must populate the corresponding intersection table

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The Siebel Data Model: Party Business Components

16.21

Summary „

This module showed you how to: ` Identify tables used for storing data about persons ` Identify tables used for storing data about organizations ` Describe the role of S_PARTY and its extension tables

16

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The Siebel Data Model: Party Business Components

16.22

Lab „

In the lab you will: ` Examine how Access Control business components store data in the person and organization tables ` Examine how business components reference the S_PARTY table

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The Configuration Process

17.1

Module 17: The Configuration Process

17

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The Configuration Process

17.2

Module Objectives „

After completing this module you will be able to: ` Explain the process of configuring a Siebel application ` List the critical elements of the Siebel configuration strategy ` Set up the Siebel developer environment

„

Why you need to know ` Understanding the configuration process is critical to carrying out a successful configuration ` Following a reasonable configuration strategy can expedite your configuration efforts and make your configured application robust and upgradeable

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The Configuration Process

17.3

Siebel Applications „

Siebel standard applications include a defined set of screens, views, lists and forms, and their associated templates

17 Module 17: The Configuration Process

Reference

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Siebel Tools Reference

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The Configuration Process

17.4

Tailoring the Logical User Interface „

Developers tailor the standard Siebel screens, views, lists, forms, and templates to better support users’ business needs

Module 17: The Configuration Process

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The Configuration Process

17.5

Tailoring the Physical User Interface Use the existing physical UI files whenever possible „ When necessary, copy existing files and modify as needed „

` Modify Siebel template files to change layout „

Use an HTML or text editor

` Modify cascading style sheets to change colors, fonts, and so on „

Use a text editor

` Modify, add, or replace image files to make your organization’s images available to the application „

Create or modify these files using an appropriate graphics program

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The Configuration Process

17.6

Siebel Business Entities „

Siebel standard applications utilize a set of Siebel business components that implement a defined business logic Account

Service Request

Contact

Action

Product

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The Configuration Process

17.7

Tailoring the Business Logic „

Developers also tailor the application by modifying the definitions of the business components to implement the business logic appropriate to the users’ organization

Modify form of the relationship

Service Request

Account

Contact

Add fields

Action

Modify properties of existing fields

Product

Module 17: The Configuration Process

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The Configuration Process

17.8

Extending the Data Layer Siebel standard applications contain a defined set of database tables „ Developers can tailor the application by extending the set of database tables in a limited and controlled manner „

S_CONTACT2_X S_CONTACT

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S_CONTACT_X ROW_ID

MID_NAME

FST_NAME

LAST_NAME

ROW_ID

Module 17: The Configuration Process

MID_NAME MID_NAME FST_NAME FST_NAME LAST_NAME LAST_NAME ROW_ID ROW_ID

S_CONTACT1_X

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The Configuration Process

17.9

Configuring a Siebel Application Configuring is the process of modifying a standard Siebel application using Siebel Tools to meet business needs „ Object definitions are edited and created „

` Developers do not modify code in siebel.exe ` Developers do not write SQL directly

Database Repository Data

Tools Application

Tools output is input for object manager

Application Object Manager

.srf

Configured Application

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The Configuration Process

17.10

Configuration Strategy „

Make minimal changes to the standard application ` Decreases the possibility of unexpected interactions

„

Use existing object definitions in the standard repository whenever possible ` Ensures that a new configuration can be upgraded with minimal effort ` Modify definitions as required rather than creating new ones „

Creating new object definitions can lead to redundant configuration

` Do not delete seemingly-unused object definitions „

Other object definitions might reference them

` Use existing template files „ „

Modify where necessary Modifying a template for one view or applet can have unexpected consequences if another view or applet uses the same template

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The Configuration Process

17.11

Configuration Strategy Continued „

Plan your configuration project from the top down ` First, determine what the UI and application will do when you have finished ` Then, determine what changes to the business objects layer this will require ` Finally, determine what changes you must make to the data layer „

„

Make as few as possible

Make the changes from the bottom up ` First, edit the data layer definitions (if necessary) ` Then, edit the business object layer definitions as required ` Finally, edit or create the templates and UI layer definitions to display the data correctly

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The Configuration Process

17.12

Create a Separate Development Environment To isolate the development effort from the enterprise’s production database, set up a development environment „ Each developer or group can work on a different aspect of the development effort „

` Use Siebel-supplied mechanisms to separate the development effort into projects „

Test all customization and extensions thoroughly in this environment before deploying to end users Server Machine

Developer Workstation

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Developer Workstation

Developer Workstation

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The Configuration Process

17.13

Develop on the Local Repository „

Always make changes to the object definitions in the local repository ` Cannot undo or back out changes when made directly on the server ` Changes made directly on the server are immediately available to other developers „

„

Incomplete changes on the server will cause problems

Use Siebel-supplied mechanisms to copy definitions between server and local databases Server Machine

Master Repository

Developer Workstation

Local Repository

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The Configuration Process

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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Special type of Siebel client Tools Client

Gateway Server

Enterprise Server Siebel Server Component

ODBC

Database Server

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The Configuration Process

17.15

Install Tools Client Use the seatools installation program to install the Tools program and set up ODBC data sources „ Example: „

Tools Client Destination Directory:

C:\sea701\tools

Siebel Remote Server:

SERVER01

File System:

HQ\SVR2\c:\siebfile

Database Machine Name:

SERVER02

Database/Tablespace:

siebeldb

D1 SSD Local Db c:sea701/tools SSD c:/sea701/tools

ODBC User Data sources

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“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”

The name of the server on which the database software is installed.

“siebeldb”

The default name of the database created in the pre-installation steps, that will contain the Siebel tables.

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The Configuration Process

17.16

Verify Tools Client Inspect directory and SSDsetup.log file (in the Tools directory) „ Verify application launch and database connection „

` Example:

ODBC data source for the server database

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The Configuration Process

17.17

Create the Developer Add the developer as an employee and associate a position and responsibility „ Register the developer as a mobile client „

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Module 17: The Configuration Process

Reference

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Siebel Remote and Replication Manager Administration Guide

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The Configuration Process

17.18

Create a Database User Login Create a corresponding database login using RDBMS tools and the grantusr.sql script as a template „ Example: „

Module 17: The Configuration Process

Reference

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Applications Administration Guide

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The Configuration Process

17.19

Generate the Local Database Template „

Run the Generate New Database server task to generate a local database template ` Snapshot of the current database schema version

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Module 17: The Configuration Process

Reference

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Siebel Remote and Replication Manager Administration Guide

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The Configuration Process

17.20

Extract the Local Database „

Run the Database Extract server task to extract user data

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Module 17: The Configuration Process

Reference

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The Configuration Process

17.21

Initialize the Local Database „

Synchronize from the Tools client to create the local database (sse_data.dbf) and populate it with user data

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Module 17: The Configuration Process

Reference

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Siebel Remote and Replication Manager Administration Guide

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The Configuration Process

17.22

Populate the Local Database „

Use Siebel Tools to copy repository data from the server database to the local database

Database Repository Data

Tools Client

Server Database

Module 17: The Configuration Process

Reference

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Local Database

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Applications Administration Guide

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The Configuration Process

17.23

Additional Developers „

For each additional developer 1. 2. 3. 4. 5.

Create the developer Create a database user login Extract the local database Initialize the local database Populate the local database

Server Machine

Developer Workstation

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Developer Workstation

Local

Developer Workstation

Local

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The Configuration Process

17.24

Summary „

This module showed you how to: ` Explain the process of configuring a Siebel application ` List the critical elements of the Siebel configuration strategy ` Set up the Siebel developer environment

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The Configuration Process

17.25

Lab „

In the lab you will: ` Set up an employee as a developer ` Extract a local database for the developer ` Populate the developer’s local database with repository data

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The Configuration Process

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17.26

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Managing Object Definitions

18.1

Module 18: Managing Object Definitions

18

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Managing Object Definitions

18.2

Module Objectives „

After completing this module you will be able to: ` Explain the role of projects ` Manage object definitions using: „ „ „

„

Check Out Check In Lock projects locally

Why you need to know ` Checking projects in and out is a critical part of your configuration effort ` Allows multiple developers to work together on a configuration effort

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Managing Object Definitions

18.3

Projects „

Are named sets of object definitions in a repository ` Only one version of a project exists in a repository at a time

„

Are a mechanism to organize object definitions so that a single developer can exclusively work on them as a group Repository

Client Client

Admin Contact User List Applet

Parent Node

Contact User Creation View

Node List Applet

Product Component Product

Internal Product

Equivalent Product

Internal Product Attachment

Module 18: Managing Object Definitions

Reference

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Siebel Tools Reference

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Managing Object Definitions

18.4

Projects Continued A standard Siebel application is delivered with a large number of existing projects „ New projects can be created by „

` Selecting the Project object type and ` Creating a new record in the Object List Editor

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Managing Object Definitions

18.5

Assigning Object Definitions to Projects „

Every object definition must belong to one, and only one, project: ` A Siebel-supplied project ` A user-created project

„

A top-level object definition has a Project property ` Child object definitions belong to the parent project

Child object definitions have no Project property

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Managing Object Definitions

18.6

Viewing Object Definitions by Project „

View object definitions in a project using the Project drop-down list ` Displays the object types for which there are object definitions in the selected project ` Select **All Projects** at the top of the list to see all projects Project drop-down

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Managing Object Definitions

18.7

Repositories „

Master copy of repository resides on server database ` Stores tested object definitions for complete developer team

„

Each developer has copy of the repository on local developer (client) workstation ` Developers perform all editing on their local repository

Server Machine

Developer Workstation

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Developer Workstation

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Managing Object Definitions

18.8

Copying Projects „

Object definitions in one or more projects can be copied ` From the server to the local developer repository (Get, Check Out) ` From the local developer repository to the server (Check In)

„

Overwrites the version in the destination repository Project Get, Check Out

Local

Server Check In

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Managing Object Definitions

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 „

` Need object definitions modified by other developers to update your local copy

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Managing Object Definitions

18.10

Check Out Use Check Out to modify object definitions in a project „ Check Out: „

` Copies all object definitions in project on server to local database „

Local copy of project is overwritten by server version

` Locks project on server repository „

Prevents other developers from modifying that project

` Locks the project in the local repository „

Permits developer to make changes to object definitions in that project

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Managing Object Definitions

18.11

Check Out Continued „

Use Check Out to copy projects from the server to the local repository

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Managing Object Definitions

18.12

Check In Use Check In when object definitions in project have been edited and tested „ Check In: „

` Copies object definitions from local repository to server repository ` Replaces versions of checked out object definitions with new versions and unlocks projects „

Can also check in object definitions in newly-created projects

` Releases locks on both server and local copies of project „

Maintain Lock leaves project locked for further local modification by current developer

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Managing Object Definitions

18.13

Check In Continued „

Use Check In to copy projects from the local to the server repository

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Managing Object Definitions

18.14

Project Differences „

Use Project Differences to view details of changes made to checked-out projects prior to checking them in ` Detect mistakes or omissions before changes are committed to server repository

„

Invoke using Diff button in Check In window

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Managing Object Definitions

18.15

Canceling Check Out „

Discards changes made to checked-out project if: ` Changes are no longer required ` Local project has become corrupted

„

To cancel check out of a project ` Check out project from server again „ „

Replaces modified object definitions in local repository with original version from server repository Repeating check out is permitted for person who last checked out project

` Then check in project to unlock project on both local and server repositories

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Managing Object Definitions

18.16

Undo Check Out „

Use Undo Check Out to release lock on a project on the server without checking in edited object definitions ` Makes original project available to another developer ` Can be followed by Get project to restore original object definitions in local database „

„

Alternate way to cancel check out

Undo Check Out: ` Releases lock on server ` Retains lock on local database „

Developer can continue to modify object definitions but will not be able to check them in to server

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Managing Object Definitions

18.17

Locking Projects „

You can directly lock and unlock projects in the current repository (local or server) Use Tools Æ Lock Project

Set Locked property directly

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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).

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Managing Object Definitions

18.18

Locking Projects Locally „

Consider when: ` Prototyping your ideas without preventing other developers from checking out the project ` Intending to discard (rather than save) your work

Allows developer to make and test modifications locally „ Prevents developer from checking them in to server repository „

Server Machine

Developer Workstation

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Developer Workstation

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Managing Object Definitions

18.19

Locking Projects on the Server Prevents developer from undoing the changes and restoring the original definitions „ Allows other developers to get object definitions in an incomplete, inconsistent, and untested state „ Siebel Systems recommends that developers never directly lock projects on the server „ Always use Check Out and modify the object definitions locally „

Server Machine

Developer Workstation

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Developer Workstation

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Managing Object Definitions

18.20

Summary „

This module showed you how to: ` Explain the role of projects ` Manage object definitions using: „ „ „

Check Out Check In Lock projects locally

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Managing Object Definitions

18.21

Lab „

In the lab you will: ` Explore how projects work in Siebel Tools ` Check out a project from the server

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Managing Object Definitions

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18.22

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