siebel 7 essentials student guide vol2-1
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Siebel Systems, Inc.Siebel 7 EssentialsStudent Guide, Volume 2
Version 7.0 November 2001
Part # 10PO2-PLT02-07000
10PO2-PLT02-07000
Copyright 2001 Siebel Systems, Inc., 2207 Bridgepoint Parkway, San Mateo, CA 94404. All
rights reserved. No part of this publication may be stored in a retrieval system, transmitted, or
reproduced in any way, including but not limited to photocopy, photographic, magnetic, or other
record, without the prior agreement and written permission of Siebel Systems, Inc.
Siebel Systems, Inc. considers information included in this document to be Confidential and
Proprietary. Your access to and use of this Confidential and Proprietary Information is subject to
the terms and conditions of the Siebel License Agreement or Non-Disclosure Agreement which
has been executed and with which you agree to comply.
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Copyright 2001 Siebel Systems, Inc. Siebel Systems, Inc.
Re: Training Materials Siebel Systems Confidential and Proprietary Information
Dear Siebel Education Student:
This letter will serve to confirm that all information that is disclosed orally, visually, and in printedform during your visit to Siebel Systems, Inc. for formal training classes is to be treated asConfidential in accordance with the terms of the applicable confidentiality agreement (theAgreement) between Siebel Systems, Inc. and your Company.
Under the terms of the Agreement, please be advised that you may not:
1. disclose such information or materials except as specified in the Agreement, nor2. use such information or materials other than for the specified purpose set forth in the
Agreement.
Also, the materials you receive during your visit are copyrighted works of Siebel Systems, Inc.(regardless of whether they bear a copyright mark) and may be used only for the purpose ofsupporting the training of your employees who attend Siebel System training courses. You maynot reproduce, disclose, or distribute these materials, in whole or in part, nor may you preparederivative works of them. These copyrighted works include the Student Guides, Labs Manuals,Instructor Guides, and all course materials used in Siebel Systems, Inc. courses and workshops.
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Siebel 7 Essentials
Siebel Systems, Inc. iCOMPANY CONFIDENTIAL AND PROPRIETARY INFORMATION
DUPLICATION IS PROHIBITED
Table of Contents
Volume 1
Foundations
Module i: Siebel 7 Essentials Training
Module 1: Introducing Siebel eBusiness Applications
Module 2: Using the Siebel Client
Module 3: Organizing Data Behind the User Interface
Architecture and Installation
Module 4: Exploring the Siebel Architecture
Module 5: How Clients Access Siebel Data
Module 6: Installing Siebel Software
Module 7: Server Administration
Access Control and Organization Setup
Module 8: Access Control and Views
Module 9: Access Control and Data
Module 10: Access Control and View Types
Module 11: Creating an OrganizationModule 12: Authenticating Users
Exploring Siebel Applications
Module 13: Understanding Object Definitions Behind a Siebel Application
Module 14: Using Siebel Tools to Examine Object Definitions
Module 15: Understanding the Siebel Data Model
Module 16: The Siebel Data Model: Party Business Components
Configuration
Module 17: The Configuration Process
Module 18: Managing Object Definitions
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Siebel 7 Essentials
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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 ApplicationModule 36: Configuration Guidelines
Volume 3
Data Loads
Module 37: Introducing Enterprise Integration Manager
Module 38: Data Mapping
Module 39: Invoking Enterprise Integration Manager
Module 40: Setting Enterprise Integration Manager Options
Module 41: Access Control and Access Groups
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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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Editing and Compiling Object Definitions
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Module 19: Editing and Compiling Object
Definitions
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Module Objectives
After completing this module you will be able to:
` Create new and edit existing object definitions` Validate edited object definitions
` Archive object definitions and projects
` Back up the local database
` Compile object definitions into a repository file
Why you need to know
` These are all fundamental activities that occur during allconfiguration efforts
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Creating a New Object Definition
Select the desired object type in the Object Explorer
Create a new record in the Object List Editor
Select a project from picklistCreate a unique name
Assign values to
remaining fields
Locked projects only
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Changed Flag
Indicates records that have been modified since the Changed
Date Is set whenever a record is edited
Is cleared by resetting the Changed Date value
The changed flag indicates only that the record has been touched. A
developer may change the value of a property and then undo the change.The changed flag will still be set.
Some developers will select an object type and then query for all object
definitions with the changed flag set. This then displays in the OLE only
those definitions they have edited.
Changed Flag
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Validating Object Definitions
Determines correctness of selected object definition in the
repository
` Includes all child object definitions for the selected parent
definition
Is based on set of Siebel-defined rules User canenable/disable a
Siebel-defined rule
Warning
Error
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Validating Object Definitions Continued
Select object definition to validate
` Right-click and select Validate
Click Start in Validate window
Violations appear
in Errors list
window
Click to access
Validate Options
window
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Archive Files
Contain object definitions exported from a repository
` Available for importing into other repositories
Have .sif extension by default
Are used to share object definitions in multiple repository
development
Are used to back up object definitions
Can be version-controlled using source control systems
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Exporting Object Definitions
Top-level object definitions can be exported to an archive file
` Includes all child object definitions for selected parent definition To export object definitions
` Select the object definition or definitions
` Select ToolsAdd to Archive
` Select an existing (or create a new) archive file
` Click Save in the Export to Archive File window
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Exporting Projects
Projects can also be archived to .sif files
` Select the project (or projects) to be archived` Select ToolsAdd to Archive
` Select an existing (or create a new) archive file
` Click Save in the Export to Archive File window
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Importing Object Definitions
Object definitions in an archive file can be imported into the
local repository on the developer workstation
` Appear in the current active repository
To import object definitions
` Select ObjectsImport from Archive
` Select the archive file
` Indicate how to resolve conflicting object definitions
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Resolve Import Conflicts
Set the default conflict resolution
Adjust individual resolutions by right-clicking them in the Object
differences list
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Compare Objects
Displays differences between selected object definition and
another one:` In current local repository
` In archive file
` In repository on server
Allows developers to reconcile differences while comparing
objects
` Delete individual child object definitions
` Copy individual child object definitions in either direction
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Compare Objects Continued
To compare object definition to one in archive or repository
` Select object definition to be compared` Select ToolsCompare Objects
` Select type of comparison
` Choose the archive or repository
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Compare Objects Continued
Examine the differences in the Compare Objects window
Definitions with
difference
highlighted
Differencesdisplayed
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Compare Objects Continued
To compare two object definitions in the developer repository
` Select two object definitions to be compared (by shift-clicking)` Select ToolsCompare ObjectsSelected
Modifying definitions is supported
Copy selected field
Delete selected field
A child object definition in either parent object definition can be deleted or
copied to the other definition.
Modifying Definitions
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Creates archive
when project
checked in
Check archive
into code
management
system
Source Code Control Integration
Automate integration with source code control for repository
data
ODBC to server
and local
databases
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Backing Up the Development Database
Developers can back up local work by:
` Using archive files to back up repository data` Checking in projects into the server in order to back up repository
data
` Copying the local database file (.dbf) in order to back up the
entire database
.sif
Repository Data
Server
Add to archive
Check in
Windowscopy/paste
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Compiling
Compile to produce an .srf file to test the configuration
` Reads object definitions from repository and creates a flat filerepresentation to be accessed by siebel.exe at runtime
Compile into .srf file located in the objects directory of the client
application
Repository
Data
Database
CompilingConfigured
Application.srf
Application
Object ManagerTools
Application
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Compile Options
Developers can compile
` Projects` Individual object definitions
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Compile Projects
When starting and at milestones, compile All Projects to
generate a new .srf file
Subsequently, compile only Selected Projects or LockedProjects for an incremental compile
To compile projects
` Select ToolsCompile Projects
` Select project or projects
Compile into client
directory
Remember to compile any projects that you get to ensure that object
definitions edited by your fellow developers are compiled into your .srf file.
Get Projects
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Configuration File
Copy the default .cfg file for the application being customized
Edit it to refer to the new .srf file
Copy .cfg file
Change Repository File
to refer to new .srf file
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Testing a Modified Configuration
Test a modified configuration by launching a local Siebel
remote Web client from Siebel Tools` Avoids having to migrate the modified .srf file to the server and
restarting the object manager on the server
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Setting the Run-Time Start-Up Parameters
Use ViewOptions and select the Debug tab to set the run-
time start up information
Browse to locate the
modified .cfg file
Optionally provide
login parameters
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Launching the Local Web Client
Test the new configuration by selecting DebugStart
` Collects login parameters if not already specified` Launches the local Siebel remote Web client
You may use the F5 function key to execute the Debug Start command
as well.
Start
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Summary
This module showed you how to:
` Create new and edit existing object definitions` Validate edited object definitions
` Archive object definitions and projects
` Back up the local database
` Compile object definitions into a repository file
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Lab
In the lab you will:
` Practice editing and validating object definitions in Siebel Tools` Explore the use of diff and archive options in Siebel Tools
` Compile a custom .srf file
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Understanding Siebel Template Files
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Module 20: Understanding Siebel Template Files
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Module Objectives
After completing this module you will be able to:
` Describe the role of Siebel Web template files` Describe the role of Siebel tags in template files
` List the types of templates
` Describe how to register, associate, and bind a template file
Why you need to know
` Understanding template structure and how to register, associate,
and bind template files is necessary in order to deploy your Siebel
eBusiness application
Siebel Tools ReferenceReference
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Siebel Template Files
Are HTML files that specify how to render the views for a
Siebel application in the users browser Specify the formatting and layout of:
` Graphical and text elements
` User data
Consist of standard HTML tags and Siebel-specific tags
HTML
table tag
The sample HTML tags shown in the slide are excerpted from the
CCFrameBanner.swt template file.
Sample HTML
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Siebel Template Files
Can include other template files (swe:include tag)
` Enables modularization of the template files Permits efficient reuse of files
Minimizes maintenance and development effort
Siebel tag to include another
Siebel template file
The sample HTML tags shown in the slide are excerpted from the
CCSiteMap.swt template file.
Sample HTML
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Siebel Template Files Continued
Are stored as separate files outside the Siebel repository
` Located in the WEBTEMPL directory in a Siebel installation` Have .swt extension
Are edited using a text or HTML editor of your choice
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Web Template Explorer
Use the Web Template Explorer in Siebel Tools to:
` Identify the template files included in a template file` Examine the contents of a template file
` Invoke an editor to modify the template file
Invoke by selecting ViewWindowsWeb Templates Window
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Registering
Creates an object definition in the repository that identifies the
physical template file
View Applets
(View) Web template
Appletplaceholders
(View)Templatefile
Registering
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Registering a Template File
Creates a Web Template object definition to define the logical
name for the template
Creates a Web Template File object definition to reference the
actual physical fileLogical name in
repository for template
Actual name of the
physical template file
Type of Web
template
Siebel applications are delivered with hundreds of template files, all of
which are registered. You will only need to register a template file in theunlikely evident that you need to create a new file.
Registering
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Container Page
Contains tags that render the elements that surround the view
in a Siebel applicationMenus Screen tabs
View tabs
Logos and
graphics
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Associating
Identifies the Web Template object definition used to render
the view, applet, or Web page
View Applets
(View) Web template
Appletplaceholders
(View)Templatefile
Associating
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Associating a View with Its Template
Creates a View Web Template object definition to specify the
associated Web Template` Each view references a single view Web template
Web template used
to render view
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Associating an Applet with Its Template
Creates an Applet Web Template object definition to specify
the associated Web Template` Different applet modes can reference different Web templates
Applet template
used to render
applet for that mode
Mode for
the applet
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Applet Web Templates
Applets can use a different Applet Web Template object
definition for different applet modes` Base (display only), edit, query
Required most often for applets in customer applications
Applet in
base mode
Applet in
query mode
The Contact Service Request List Applet (eService) is shown as it displays
in the base and query modes.
Applet
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Associating a Web Page with Its Template
Creates a Web Page object definition and sets the Web
Template property
Web page template used to
render Web page
Web page templates are all templates that are not a view or applet Web
template. Examples of common Web page templates are login page, errorpage, and container page.
Web Page Template
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Binding
Maps the components of a view or applet to the placeholders
in the corresponding template file
View Applets
View Web
template
AppletPlaceholders
ViewTemplateFile
Applets Controls/List
Applet Web
template
ControlPlaceholders
AppletTemplateFile
Binding Applets to Views Binding Controls to Applets
BindingBinding
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View Web Template Items
Are created by the binding process
` Item Identifier is the id attribute value in the swe:applet tag Are used at run time by the Siebel Web Engine to identify the
applets that make up a view
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Applet Web Template Items
Are created by the binding process
` Item Identifier is the id attribute value in the swe:control tag Are used at run time by the Siebel Web Engine to identify the
controls that make up an applet
The swe:control tag shown in the slide is in the dCCForm1Col.swt
template file. This file is included in the dCCApletForm1Col.swt templatefile which is registered as the Web Template File for the DotCom Applet
Form 1-Column Web Template.
This tag illustrates the use of the swe:for-each tag. In this case the
swe:control tag is executed repeatedly with values from 1300 to 1305.
swe:control tag
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Web Page Items
Identify the links and buttons appearing on a Siebel Web page
` Item Identifier is the id attribute value in the swe:pagetitem tag Are used at run time by the Siebel Web Engine to position the
links and buttons
The HTML and SWE tags shown in the slide are excerpted from the
dCCFrameBanner.swt template file.
swe:pageitem tags
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Mapping Placeholders
Not all placeholders in a template file need to be mapped
` HTML source is generated only for mapped placeholders Allows for views with varying number of applets to reference
the same view Web template
Allows for applets with varying number of controls to reference
the same applet Web template
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Template Reuse
A Siebel Web template can be referenced by multiple object
definitions` Consequence of a template containing placeholders
Reuse of templates:
` Enables standardization of display for views and applets
` Minimizes the number of templates required and the cost of
creation and maintenance
` Simplifies application-wide modification and upgrade
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Summary
This module showed you how to:
` Describe the role of Siebel Web template files` Describe the role of Siebel tags in template files
` List the types of templates
` Describe how to register, associate, and bind a template file
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Module 21: Configuring Applications and Screens
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Module Objectives
After completing this module you will be able to:
`Customize container page components including page and viewtabs and system menus
` Modify the text in the startup splash screen
Why you need to know
` Enables you to configure aspects of the interface to meet your
companys requirements
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The Container Page
Web page contents with Siebel data and formatting
`Renders the elements that surround the view in aSiebel application
Container
Page
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Specifying the Container Page
The Container page is specified in the Application object
definition
Container Web Page:
Specifies the Container
Page
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The Container Page: Employee Application
Container page sections are composed of frames
Screenbar frame
Viewbar frame
Banner frame
Content frame
Configuration of the Content frame will be covered in a later module. The
Content frame contains the views.
Content Frame
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The Banner Frame: Application Level Menu
Assign the application-level menu items to the Generic WEB
menu
Position: Specifies
order of appearance
Caption: Specifiesdisplayed text
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The Banner Frame: Branding Area
The branding area may contain additional images such as
`Company logo
` Graphic to illustrate primary purpose of page
Modify the CCFrameBanner.swt template file to add an image
Modify main.css to change background color
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Screenbar Frame
Contains screen tabs for major screens
`A screen is a collection of views
CCFramceScreenbar.swtScreenbar Frame
Template
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Screenbar Frame: Screen Tabs
Create a page tab object definition for each screen you want to
appear Select screens that will appear as tabs, mark all others Inactive
Text: Specifies text that
appears on page bar
Sequence: Specifies page tab
order appearance in screenbar
Inactive: Select if you do
not want the tab to show
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The Viewbar Frame
Contains
`Siebel Application Toolbar History menu
Customer Dashboard control
` Show drop-down list box
Views
Show drop-down list box
Siebel Application Toolbar
DashboardHistory menu
Appears in employee applications only.Siebel Application
Toolbar
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The Viewbar Frame: Siebel Application Toolbar
Create Toolbar Object Definitions for each toolbar
`Dashboard
` HistoryDashboard toolbar
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Screen View
Edit the Screen View definitions to set the display text and
sequence for views
Sequence: Defines
order in drop-down lists
and view tabs
Viewbar Text: Text that
appears in Show drop-
down list and view tabs
Menu Text:
Text that
appears in
site map
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Banner frame
The Container Page: Customer Application
Has the same frames as the Employee application
`Fewer objects are in the frames
` With a few exceptions, objects are configured similarly
Viewbar frame
Content frame
Screenbar frame
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The Banner Frame: Customer Application
Contains global navigation hyperlinks
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The Banner Frame: Customer Application Continued
Change caption in Web Page Item
Caption: Changes
displayed text
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Configuring Startup Text
Specify the text that appears in the splash screen by editing the
parameter in the .cfg file` Mobile clients only
Siebel Applications Administration GuideReference
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Summary
This module showed you how to:
`Customize container page components including page and viewtabs and system menus
` Modify the text in the startup splash screen
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Lab
In the lab you will:
`Configure startup text
` Customize page tabs and view tabs
` Customize system menus
` Add a graphic to the banner frame
` Customize the color and banner frame graphic of the customer
application
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Configuring Views
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Module 22: Configuring Views
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Module Objectives
After completing this module you will be able to:
`Explain the role of basic view templates and Siebel tags for views
` Create and administer a view
` Associate a view with a template
Why you need to know
` Enables you to configure views to meet your companys business
requirements
` Enables you to make new views available to users
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Views
Consist of one or more lists or forms
Reference a single business object Are grouped into a screen
Siebel Tools ReferenceReference
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View Templates
Are used to render Siebel views
`Contain placeholders for one or more applets
ID =1
ID =2
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View Templates Continued
Contain multiple applet tags
Typically not all applet tags are mapped
ID =1
ID =2
ID =3-5
ID =6-7
ID =8-9 ID =10-11
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Applets in View Template
Can be related as
`Peers
` Parent-child
` Parent-child-grandchild
Peer Peer
Parent
Child
Parent
Child
Grandchild
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Selecting a View Template
Find an existing view that has desired applet layout
Examine the view template object definition to determine theview template to use
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Steps to Create a View
1. Create new view1. Create new view
2. Associate view template
with view object definition
2. Associate view template
with view object definition
3. Bind applets to view template3. Bind applets to view template
5. Register and assign view5. Register and assign view
Use View
Wizard
Use View
Wizard
4. Configure threadbar4. Configure threadbar
Siebel best practice is to modify an existing template. If the developer will
be creating a new template then the extra steps of creating and registeringthe template are required and substituted for Step 1, Determine View
Template.
Steps to create and register a view template:
Create a Web Template object.
Create a Web Template File.
Point to the view template file in the webtempl directory.
Give logical name to template file so that it can be referenced by
other objects.
Registering the template tells the registry that the template file exists.
Best Practice
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View Wizard
Use the View Wizard to create view and assign applet
`Select the project and business object and enter the name andtitle of the view
` Select a Web template
` Assign applets
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1. Create a New View
Create a new View object definition
`Assign a view name, project, business object, and view title
Title appears in Show
drop-down list or view tab
View name
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2. Associate View Template and View
Assign the template the view will use
`Add a View Web Template object definition to the view Set the following properties: Name, Web Template
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3. Bind Applets to View Template
Steps
1. Launch the Web View Editor2. Drag the applets from the list onto the placeholders in the view
template
` This creates the View Web Template Items in the repository
3. Save the template
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3. Bind Applets to View Template Continued
Launch the Web View Layout Editor
`The Web View Layout Editor opens the template file and theapplets window
1. Right click View
Web Template object
2. Select Edit Web
Layout
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3. Bind Applets to View Template Continued
Drag the applets from the applet window to the applet
placeholders in the Web View Editor
Drop onto applet
placeholder
Drag applet from
Applet window
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3. Bind Applets to View Template Continued
View Web Template Item
`Is created during drag-and-drop operation using the Web ViewEditor
` Associates an applet in the repository with an applet identifier in
the View template
` Is an object definition containing binding specification for a view
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3. Bind Applets to View Template Continued
Default Applet Mode for applets in a new view is Base
Set the Applet Mode appropriately
Applet Mode
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4. Configure Thread Bar
The Thread bar tracks user navigation among views
Edit the View definition to set the display text for the Thread bar
Thread Title:
Displays text in
Thread bar
Thread bar
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5. Assign View to a Screen
Create a new Screen View definition to add the view to the
desired screen` Set Menu and Viewbar Text
Viewbar Text appears in
the Show drop-down list
or view tabs
Menu Text appears
in the Site Map
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6. Register and Assign View
Views must be administered in the client application to make
them available to users` Register the view
` Assign the view to one or more responsibilities
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6. Register and Assign View Continued
Navigate toApplication AdministrationViews in the client
application` Copy and paste view name from object definition in Tools to the
View record
Copy view name
Paste view name
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6. Register and Assign View Continued
Navigate toApplication AdministrationResponsibilities in the
client application
` View will not be available unless the user has this responsibility
Add new view to
responsibility
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View Access Location on UI
Views can be accessed through
` Show drop-down list
` View tabs
View tab
Show drop-down list
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Summary
This module showed you how to:
`Explain the role of basic view templates and Siebel tags for views
` Create and administer a view
` Associate a view with a template
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Lab
In the lab you will:
`Determine displayed view name
` Modify display text for an existing view
` Modify applets in a view
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Configuring List Applets
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Module 23: Configuring List Applets
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Module 23: Configuring List Applets 2 of 28
Module Objectives
After completing this module you will be able to:
`Describe applet template features
` Create a list applet using the List Applet Wizard
` Edit list column definitions
Why you need to know
` Enables you to configure applets that display your companys
data
Siebel Tools ReferenceReference
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Primary Applet Types
List Applet
` Displays one or more records
simultaneously in a list
` Fields for one record are
displayed in a single row
` Displays relatively few fields
due to width of monitor
viewable area
Form Applet
` Displays a single record
` Fields for the record are
displayed in a grid or form
` Can show more fields at once
than a list applet
` Will be covered in the next
module
The following are some additional applet types (reference Siebel
Bookshelf for a complete list):Catalog List
Chart
Explorer view
Hierarchical list
Message
Multi value group applet
Pick applet
Rich list
Salutation
Additional Applet
Types
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Applet Class Property
Determines the behavior of the applet
`Specifies the C++ class used at run time for the applet
Is set to CSSFrameList for list applets
Is set to CCSFrame for form applets
Should typically never be changed
` Specialized classes are associated with specialized business
components and applets
Examples of specialized applets include Calendar Applets and Gantt Chart
Applets.
Specialized Applet
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List Applet
Displays one or more records in a list table format
`Each row displays fields from one record in the businesscomponent
Typically includes two to four action control buttons
Supports drilldown to other views through hyperlinked fields
One record
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List Applet Web Templates
List applets can have multiple Web templates, called modes
`Typical modes are Base, Edit, and Edit List
Choose the template based on desired applet functionality
` Hint: Look at template definitions of similar applets
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Base Mode
Does not permit user to edit, query, or enter new records
directly in applet` Depending on business logic and the purpose of the list applet,
you can enable these functions through buttons or the applet
menu
Fields cannot be edited
in list applet
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Edit Mode
Appears as a form applet
Is invoked by buttons or applet menu from base mode Allows user to enter new records or edit existing records
Primary list applets allow editing fields in the current record. Usually, there
is a form right beneath the list applet in which the record can be edited.
This is addressed more fully in the next module.
The template most commonly used for list applets in base or edit list mode
is CCAppletList_B_EL.swt.
Template
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Edit List Mode
Permits users to edit fields in a list applet
`Editing is enabled by default
` You can disable editing by setting the HTML List Edit property for
the column to FALSE
Edit fields directly in list
applet
Click New to create a new
blank record in the list
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Applet Mode Property
Appears in the View Web Template Items object definition
Determines which mode the user sees when a view is invoked
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Creating a List Applet
You can follow these steps to create a new list applet
Or you can use the List Applet Wizard
` Automates these steps
` Generally, the preferred method
1. Create new applet object definition1. Create new applet object definition1. Create new applet object definition
2. Associate applet template
with applet object definition
2. Associate applet template2. Associate applet template
with applet object definitionwith applet object definition
3. Bind controls to applet template3. Bind controls to applet template3. Bind controls to applet template
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List Applet Wizard
Ensures object definitions and properties are created
`Ensures steps are not omitted
Increases developer productivity
` Speeds project completion
To invoke the List Applet Wizard, select FileNew Object
` In the Applets tab, select List Applet and click OK
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Using the List Applet Wizard
Use the List Applet Wizard to create a new list applet
Assign a project, business component, applet name, and title` Creates an applet object definition in Tools
Business
Component
Check out or lock project before using the Applet Wizard.Tip
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Using the List Applet Wizard Continued
Select Web templates for Web layout
`Associates template and applet
Normally shows only
templates for list applets;
if checked shows alltemplates
Associating a template and an applet in Tools lets the program know
which template(s) to use for the applet.
Review
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Using the List Applet Wizard Continued
Choose the Business Component fields that will appear in the
Web layout` Creates the Applet Web Template Items
Necessary to bind the controls to the applet
Arrange fields in
order to show in
the applet
Select fields
to show in the
applet
If you add all the columns in the business component, you can delete and
add them later as necessary.
Columns
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Using the List Applet Wizard Continued
Choose the HTML controls to be added to the applet
`Control method invoked when control icon selected
Tip: Let the Wizard create all
default controls so you dont have
to add them manually.
Icons
The vertical sequence of the fields in this screen of the wizard determines
their sequence from left to right in the resulting list applet. It is easier to setthe sequence here than reorder them in the Edit Web Layout editor.
Tip
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Using the List Applet Wizard Continued
The basic HTML controls for
applets come from the Model
HTML Controls Applet in Tools
` This is a dummy applet not
based on any business
component
` Controls added to this applet
are automatically added to any
new applet you create using
the applet wizards
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Using the List Applet Wizard Continued
Review the applet object you have defined
If information
is correct, click
Finish
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Using the List Applet Wizard Continued
Finishing the list applet
`Creates required object definitions for Applet
Control
List
List column
` Maps
Applet Web Templates
Applet Web Template Items
` Sets applet class to CSSFrameList
` Invokes the Web Layout Editor
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Web Layout Editor
Use Edit Web Layout Editor to add, remove, and reorder the
columns displayed
To add, dragand drop
controls and
columns
To delete columns
select Delete
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Applet Title
Change the Title property to set the applet display name
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List Column Definitions
Edit the List Column definition to:
`Set the column display name
` Set the column to read only
` Enable or disable popup editing
` Enable or disable special processing at run time
` Change the HTML Type
Attribute of an HTML Input tag which determines what type of HTML
control will be used. Some common choices are textbox, checkbox, label,and radio button.
HTML Type
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Show in List Property
Determines whether a field appears in the list applet as first
displayed` If set to FALSE, the field will be available by selecting Columns
Displayed from the applet-level menu
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List Control Definition
List applets require the List control in order to display the
collection of list columns` Do not edit this control
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Summary
This module showed you how to:
`Describe applet template features
` Create a list applet using the List Applet Wizard
` Edit list column definitions
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Lab
In the lab you will:
`Create list applets
` Modify list applets
` Create and administer a view
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Module 24: Configuring Form Applets
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Module Objectives
After completing this module you will be able to:
` Create a form applet using the Form Applet Wizard
` Modify an existing form applet
` Describe the structure of a form applet Web template
Why you need to know
` Enables you to configure applets that display your companys
data
` Using Applet Wizards reduces the effort to configure applets
Siebel Tools ReferenceReference
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Form Applet
Displays one record at a time in a data entry form layout
` Field controls display fields in the business component
Field Caption property displays caption text
` Button controls initiate an action when clicked
Textbox controlCaptionMiniButton controls
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Form Applet Appearance and Function
Fields are usually editable
` Can be read-only
Allows scrolling one record at a time
Read-only fields
(gray background)
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Expanding and Collapsing Form Applets
Collapsed (Less)
` Is the default display
` Shows limited set of fields
` Only displayed fields can be edited
Expanded (More)
` Shows all fields
` Full edit capabilities (all unprotected fields can be edited)
User can toggle using the show more button
Fields are usually editable in form applets but can be configured to be read
only.
Read Only Fields
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Form Applet Modes
Form applets only use Base and Edit modes
` Base mode is read-only
` Edit mode permits editing
The View Web Template Items object definition determines
which mode is displayed when a view is invoked
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Create a New Form Applet
Use the Form Applet Wizard to create a form applet
Assign the project, business component, applet name, and title
Business component
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Create a New Form Applet Continued
Select Web templates for Web layout
` Associates template and applet
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Create a New Form Applet Continued
Select fields to appear in the form applet
Fields come from
the business
component
chosen in the
last screen
Because forms are
two-dimensional,
there are no buttons
to arrange fields
up and down.
Some business components have numerous fields. Add those fields you
will use or think you may use.
Adding Fields
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Create a New Form Applet Continued
Choose the HTML controls to be added to the applet
` Adds necessary templates for controls
Tip: Let the wizard create all
default controls so you dont have
to add them manually.
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Create a New Form Applet Continued
Finish the form applet
` Creates required object definitions for the applet and controls
` Sets applet class to CSSFrame
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Modify a Form Applet
Use Web Layout Editor to modify a form applet
` Add, delete, and reposition controls
Drag and drop
columns and controls
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Modify a Control
Use Web Layout Editor to edit text and button controls
` Edit control properties in Properties window
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Setting More/Less Mode on a Field
To have a field display only when applet is expanded, set the
More property in Edit Web Layout Editor
Right-click control and set More property
You can also change the Mode property to More in Tools in the Applet
Web Template Items object definition. If you enter More for the Mode
property, the field will not display in the collapsed applet.Setting More in the Web Layout Editor sets the Mode property for the
Applet Web Template Item to More.
Mode
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Setting More/Less Mode on a Field Continued
To enable expanding and collapsing the form applet, create a
ToggleLayout control and add it using the Web Layout Editor
Set these properties
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Preview the Applet
Right-click and select Preview to see how the applet appears
Preview mode
Edit Web
Layout mode
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Form Applet Template
Determines the layout and presentation of the form applet
` Siebel Web Engine maps Web Template Item Identifiers to
control IDs in the template
Many form applets can use the same template
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Summary
This module showed you how to:
` Create a form applet using the Form Applet Wizard
` Modify an existing form applet
` Describe the structure of a form applet Web template
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Lab
In the lab you will:
` Modify a form applet
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Understanding Business Components and Joins
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Module 25: Understanding Business Components
and Joins
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Module Objectives
After completing this module you will be able to:
` Describe the structure of business components and joins` Map fields to columns in base, joined, and extension tables
` Create joins and join specifications to bring data in from a joined
table
Why you need to know
` Enables you to configure your companys business logic
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