Siebel Tools Rel 15.

5
Student Guide | Volume I
D70458GC20
Edition 2.0 | May 2016 | D94391

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Contents

1 Siebel Tools: Course Introduction

Lesson Agenda 1-2
Instructor and Class Participants 1-3
Training Site Information 1-4
Course Audience 1-5
Course Prerequisites 1-6
Course Goal 1-7
Course Objectives 1-8
Course Methodology 1-9
Course Materials 1-10
Information Sources 1-11
Course Agenda 1-12

2 Configuring a Siebel Application

Objectives 2-2
Siebel Customer Relationship Management (CRM) 2-3
Siebel CRM Applications 2-4
Comparison of Siebel CRM Applications 2-5
Configuring a Siebel Application 2-6
Siebel Tools 2-7
The Repository and Siebel Tools 2-8
Siebel Repository File 2-9
Object Definitions 2-10
User Interface Layer 2-12
Tailoring the Logical User Interface 2-13
Business Layer 2-14
Tailoring the Business Layer 2-15
Data Layer 2-16
Extending the Data Layer 2-17
Basic Configuration Steps 2-18
Create or Edit Object Definitions 2-19
Compile the Edited Object Definitions 2-20
Test the Modifications 2-21
Lesson Highlights 2-22
Practices 2-23

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3 Using a Local Development Environment
Objectives 3-2
Siebel Application Development 3-3
Create a Separate Development Environment 3-4
Creating a Local Developer: Overview 3-5
Repositories 3-6
Develop on the Local Repository 3-7
Projects 3-8
Assigning Object Definitions to Projects 3-9
Viewing Object Definitions by Project 3-10
Check Out/Check In Mechanisms 3-11
Copying Projects 3-12
Getting Projects 3-13
Checking Out a Project 3-14
Check Out a Project 3-15
Checking In a Project 3-16
Check In a Project 3-17
Canceling Check Out 3-18
Project Differences 3-19
Undoing a Check Out 3-20
Undo Check Out 3-21
Object Check Out/Check In (COCI) 3-22
Checking Out an Object 3-23
Using Object COCI 3-24
Disabling Object COCI 3-25
Creating New Projects 3-26
Create a New Project 3-27
Locking Projects 3-28
Locking Projects Locally 3-29
Do Not Lock Projects on the Server 3-30
Developing a Proof of Concept 3-31
Lesson Highlights 3-32
Practice 3-33

4 Editing and Compiling Object Definitions

Objectives 4-2
Editing An Object Definition 4-3
Creating a New Object Definition 4-4
Symbolic Strings 4-5
Using Symbolic Strings 4-6

iv
 Changed Flag 4-7
Validation 4-8
Validating an Object Definition 4-9
Compiling 4-10
Compiling Projects 4-11
Compiling Object Definitions 4-12
Rapid Unit Testing 4-13
Auto-starting the Web Client 4-14
Debug Settings 4-15
Basic Configuration Strategy 4-16
Recommendations: Object Definitions 4-17
Recommendations: Projects 4-18
Lesson Highlights 4-19
Practices 4-20

5 Managing Object Definitions

Objectives 5-2
Archiving Object Definitions 5-3
Exporting Object Definitions 5-4
Importing Object Definitions 5-5
Conflict Resolution 5-6
Resolve Import Conflicts 5-7
Importing Multiple Archive Files 5-8
Source Code Control Integration 5-9
Backing Up 5-10
Comparing Object Definitions 5-11
Compare Objects 5-12
Inspect Differences 5-13
Compare Two Object Definitions 5-14
Inspect Differences 5-15
Planning 5-16
Implementing 5-17
Lesson Highlights 5-18
Practice 5-19

6 Siebel Web Templates

Objectives 6-2
Siebel Web Template Files 6-3
Siebel Tags 6-4
Web Template Explorer 6-5
Siebel Web Template Files 6-6

v
 Siebel Open UI Web Template Files 6-7
Configure Siebel Tools to use Open UI Web Templates 6-8
Cascading Style Sheets (.css files) 6-9
Using Web Template Files 6-10
Web Template Object Definition 6-11
Types of Web Templates 6-12
Form Applet Web Templates 6-13
List Applet Web Templates 6-14
Applet Web Templates 6-15
View Web Templates 6-16
Web Page Web Templates 6-17
Container Page 6-18
Working with Web Templates 6-19
Assigning a Web Template to a View 6-20
Example: Assigning a Web Template to a View 6-21
Assigning Components in a View or Applet 6-22
Mapping Information 6-23
Example: Assigning Applets in a View 6-24
View Web Template Items 6-25
Summary of Object Types 6-26
Lesson Highlights 6-27
Practice 6-28

7 Configuring Form Applets

Objectives 7-2
Applet 7-3
Common Applet Types 7-4
Applet Properties 7-5
Editing Properties 7-6
Controls for Form Applets 7-7
Expanding and Collapsing Form Applets 7-8
Control Object Definitions 7-9
Web Templates for Form Applets 7-10
Grid Layout Editor 7-12
Grid Layout Editor: Additional Operations 7-13
Web Controls Palette 7-14
Creating a Form Applet 7-15
Form Applet Wizard Inputs 7-16
Form Applet Wizard 7-17
Grid Layout Editor 7-18
Show More Mode 7-19

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 Enabling Show More 7-20
Summary of Object Types 7-21
Lesson Highlights 7-22
Practice 7-23

8 Configuring List Applets

Objectives 8-2
List Applets 8-3
List Object Definition 8-5
List Column Object Definitions 8-6
Control Object Definitions 8-7
List Applet Web Templates 8-8
List Applet Modes 8-9
Base and Edit Modes 8-10
Applet Web Layout Editor 8-11
Show in List Property 8-12
Number of Rows Displayed 8-13
Show More Button 8-14
Creating a List Applet 8-15
List Applet Wizard Inputs 8-16
List Applet Wizard 8-17
Web Layout Editor 8-18
Applet Web Template 8-19
List Column Definitions 8-20
Summary of Object Types 8-21
Lesson Highlights 8-22
Practice 8-23

9 Configuring Views
Objectives 9-2
View 9-3
View Web Templates 9-4
Applets in View Web Templates 9-5
Identifying the View Web Template 9-6
Identifying Applets Assigned to a View 9-7
Web Layout Editor 9-8
Preview Mode 9-9
Creating a View 9-10
Inputs for the View Wizard 9-11
View Wizard 9-12
Web Layout Editor 9-13

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 Adjust the Applet Mode 9-14
Additional Steps After Configuring a New View 9-15
Administering a New View in the Client 9-16
1. Register the View 9-17
2. Assign the View to a Responsibility 9-18
Summary of Object Types 9-19
Lesson Highlights 9-20
Practice 9-21

10 Configuring Applications and Screens

Objectives 10-2
Application 10-3
The Container Page 10-4
Acknowledgement Web Page/View 10-5
Additional Web Pages 10-6
Application-Level Menus 10-7
Toolbars 10-8
Toolbars for an Application 10-9
Screen Tabs 10-10
Site Map Links 10-11
Screens and Views 10-12
Views for a Screen 10-13
Screen View Types and Categories 10-14
Aggregate Category 10-15
Aggregate View 10-16
Detail Category 10-17
Detail View 10-18
Assigning a View to a Screen 10-19
Specifying the Default View for a Screen 10-20
Summary of Object Types 10-21
Lesson Highlights 10-22
Practices 10-23

11 Business Components and Joins

Objectives 11-2
Business Components 11-3
Business Component (BC) 11-4
Business Component Properties 11-5
Base Table 11-6
SVFs That Map to a Base Table 11-7
Mapping a Field to a Column in a Base Table 11-8

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 Type Property for Fields 11-9
Default Single Value Fields 11-10
Joined Tables 11-11
Joining Data from Related Tables 11-12
Explicit Join 11-13
Join Definition 11-14
Outer Join Flag 11-15
Outer Join Example 11-16
Join Specification 11-17
Fields That Map to a Joined Table 11-18
Mapping a Field to a Column in a Joined Table 11-19
1. Determine if a Join Definition Already Exists 11-20
2. Create a Join 11-21
3. Create the Single Value Field 11-22
1:1 Extension Table 11-23
Implicit Joins 11-25
SVFs That Map to an Extension Table 11-26
Creating a New Business Component 11-27
Business Component Wizard Inputs 11-28
Business Component Wizard 11-29
Configuring a New Business Component 11-30
Summary of Object Types 11-31
Lesson Highlights 11-32
Practice 11-33

12 Party Business Components

Objectives 12-2
Party Data 12-3
Party Business Components 12-4
S_PARTY 12-5
Benefits of the Party Data Model 12-6
Commonly Used Party Business Components 12-7
S_PARTY and Its Extension Tables 12-8
Person-Related Party Business Components 12-9
Organization-Related Party Business Components 12-11
Party Business Components for Access Control 12-13
Groupings for Access Control 12-14
S_PARTY_PER 12-15
Role of Joins in Party Data 12-16
Mapping Fields in Party Business Components 12-17
Joining Party Data Into a Business Component 12-18

ix
 Explicit Join Definition 12-19
Joining Party Data into a Party Business Component 12-20
Explicit Join Definition 12-21
Mapping a Field to a Column in a Party Table 12-22
Creating a Join to a Party Table 12-23
Create the Single-Value Field 12-24
Key Considerations for Party Joins 12-25
Lesson Highlights 12-26
Practice 12-27

13 Business Components and Fields

Objectives 13-2
Business Component Properties 13-3
Business Component Editing Properties 13-4
Applet Editing Properties 13-5
Owner Delete Property 13-6
Search Specification Property 13-7
Search Specification Considerations 13-8
Sort Specification Property 13-9
Expression Builder 13-10
Business Component Field Properties 13-11
Required and Read Only Properties 13-12
Force Case Property 13-13
Validation Property 13-14
Validation Message 13-15
Displaying A Validation Message 13-16
Predefault Value Property 13-17
Post Default Value Property 13-18
Calculated Field 13-19
Calculated Value Property 13-20
Restrictions on Calculated Fields 13-21
Lesson Highlights 13-22
Practice 13-23

14 Business Objects and Links

Objectives 14-2
Business Objects (BOs) 14-3
Business Object Definition 14-5
Business Object Component 14-6
Link Definition 14-7
1:M Link Definition 14-8

x
 Cascade Delete Property 14-9
M:M Link Definition 14-11
Child Deletion for M:M Links 14-12
Grandchild Business Components 14-13
Links for Grandchild Data 14-14
Summary of Object Types 14-15
Lesson Highlights 14-16
Practice 14-17

15 Creating a New Business Component Using a Standard 1:M Extension Table

Objectives 15-2
Business Challenge 15-3
Solution: Create New Business Components 15-4
Review: 1:M Extension Table 15-5
Create a New Business Component 15-7
New 1:M Business Component 15-8
Multiple Business Components 15-9
Set Values for Type 15-10
Steps to Use the New BC 15-11
1. Create a Link 15-12
2. Add BC to a Business Object 15-13
3. Create a List Applet 15-14
4. Assign the Applet to a View 15-15
Lesson Highlights 15-16
Practices 15-17

16 Extending the Siebel Database

Objectives 16-2
Incorporating Additional Data 16-3
Adding New Fields 16-4
Extending the Siebel Database 16-5
Creating a Custom Extension Column 16-6
Creating a Stand-Alone Table 16-7
Table Wizard 16-8
Creating a 1:1 Extension Table 16-9
Creating a 1:M Extension Table 16-11
Creating an Intersection Table 16-13
Creating Foreign Keys 16-15
Propagating Database Changes to Other Developers 16-16
1. Apply Changes to the Local Database 16-17
2. Propagate Changes to Server Database 16-18

xi
 3. Propagate Changes to Other Developers 16-19
Lesson Highlights 16-20
Practices 16-21

17 Additional Data Layer Configuration

Objectives 17-2
Additional Considerations 17-3
Custom Indexes 17-4
Creating a Custom Index 17-5
Enterprise Integration Manager (EIM) 17-6
EIM Mappings 17-7
Dock Objects 17-8
Types of Dock Objects 17-9
Dock Object Visibility Rules 17-10
Modifying Dock Objects 17-11
Extending a Table to Support Case Insensitive Queries 17-12
Creating CIAI 17-13
CIAI Wizard 17-14
Lesson Highlights 17-15
Practices 17-16

18 Configuring Drilldowns and Applet Toggles

Objectives 18-2
Navigation Using Drilldown 18-3
Static Drilldown: Same Business Component 18-4
Configuring Drilldown Within the Same Business Component 18-5
Static Drilldown: Different Business Component 18-6
Configuring Drilldown to a Different Business Component 18-7
Dynamic Drilldown 18-8
Determining the Target View 18-9
Configuring Dynamic Drilldown 18-10
Specifying the Conditions 18-11
Thread Bar 18-12
Configuring the Thread Bar 18-13
Applet Toggles 18-14
Configuring Applet Toggles 18-15
Togglebar Tag 18-16
Dynamic Applet Toggling 18-17
Configuring Dynamic Applet Toggling 18-19
Lesson Highlights 18-20
Practice 18-21

xii
19 Configuring Picklists
Objectives 19-2
Picklists 19-3
Static Picklist 19-4
Static PickList Values 19-5
Administering Static Picklists 19-6
Administering Static Picklists Using Siebel Tools 19-7
Dynamic Picklist 19-8
Picklist Terms 19-9
PickList Generic Business Component 19-10
Object Definitions for PickLists 19-11
PickList Object Definition 19-12
Single Value Field and SVF Pick Map 19-13
SVF Pick Maps 19-14
Pick Applet 19-15
Control and List Column 19-16
Creating a Picklist 19-17
Pick List Wizard Inputs for Static Picklists 19-18
Defining the Static Picklist 19-19
Pick List Wizard 19-20
Pick List Wizard Inputs for Dynamic Picklists 19-21
Defining the Dynamic Picklist 19-22
Defining the Pick Maps 19-23
Pick List Wizard 19-24
Constrained Picklist 19-25
Constraining a Picklist 19-26
Hierarchical Picklists 19-27
LOVs for Hierarchical Picklists 19-28
Configuring a Hierarchical Picklist 19-29
Configuring the SVF Pick Maps 19-30
Summary of Object Types 19-31
Lesson Highlights 19-32
Practice 19-33

20 Configuring Multi-Value Groups

Objectives 20-2
Multi-Value Group (MVG) 20-3
Shuttle Applet 20-4
Multi-Value Group Display 20-5
MVG Advantages 20-6

xiii
 MVG Concepts 20-7
Multi Value Field (MVF) 20-8
Multi Value Link 20-9
Multi Value Fields and Multi Value Links 20-10
Multi-Value Group Applet 20-11
Association Applet 20-12
Invoking the MVG Applet 20-13
Primaries 20-14
Primaries and Performance 20-15
Primary Foreign Key 20-17
Finding the Primary Foreign Key 20-18
Enabling a Primary for a MVG 20-19
The Auto Primary Property 20-20
Setting the Primary Record 20-21
Creating a Multi-Value Group 20-22
MVG Wizard Inputs 20-23
MVG Wizard 20-24
Summary of Object Types 20-25
Lesson Highlights 20-26
Practice 20-27

21 Configuring Access Control

Objectives 21-2
Access Control: Review 21-3
Business Components and Record-Level Access Control 21-4
Visibility Views 21-5
View Modes 21-6
Configuring Visibility Views 21-7
BusComp View Mode Definition 21-8
Personal View 21-9
My View 21-10
Retrieving My View Records 21-11
My Team’s (Manager) View 21-12
Retrieving My Team's Records 21-13
All View 21-14
Retrieving Records for an All View 21-15
Across All Organizations View 21-16
Administration View 21-17
Group View 21-18
Private Flag 21-19
View Web Template Item Applet Visibility 21-20

xiv
 Visibility For Picklists 21-21
Picklist Visibility 21-22
Visibility for an Individual Picklist 21-23
Lesson Highlights 21-24
Practice 21-25

22 Configuring User Properties

Objectives 22-2
User Properties 22-3
Object Definitions with User Properties 22-4
User Properties 22-5
Editing User Properties 22-6
Expression Editor 22-7
Multiple Instances of a User Property 22-8
Examples of Applet User Properties 22-9
DefaultFocus_New 22-10
NoDataHide 22-11
EnableDragAndDropInList 22-12
Examples of Business Component User Properties 22-14
All Mode Sort 22-15
BC Read Only Field 22-16
On Field Update Set 22-17
Parent Read Only Field 22-18
Field Read Only Field 22-19
Disable Automatic Trailing Wildcard Field List 22-20
Required (Field User Property) 22-21
Lesson Highlights 22-22
Practice 22-23

23 Migrating Repository Changes

Objectives 23-2
Multiple Enterprises 23-3
Migrating Between Enterprises 23-4
Items to Be Migrated 23-5
Repository Object Definitions 23-6
Name of the Repository 23-7
References to the Name of the Repository 23-8
Files 23-9
Customized Data 23-10
Overview of the Migration Process 23-11
Benefits of the Process 23-12

xv
 Prepare the Development Enterprise 23-13
Prepare the Target Enterprise 23-14
Migrate the Repository to the Target Enterprise 23-15
If Necessary, Rename the Repositories 23-16
Migrate Files and Customized User Data 23-17
Repository Customizations 23-18
Siebel Enterprise Parameters 23-19
Lesson Highlights 23-20
Practice: 23-21

24 Troubleshooting
Objectives 24-2
Common Mistakes 24-3
Tools Mistakes 24-4
Compilation Mistakes 24-5
Administration Mistakes 24-6
Testing Mistakes 24-7
Common Configuration Problems 24-8
User Interface Layer 24-9
Business Layer 24-11
Data Layer 24-13
Diagnosing Problems 24-14
Create a File to Capture SQL 24-15
Turn on SQL Spooling 24-16
Have a Fallback 24-18
Do Not Configure on the Server 24-19
Lesson Highlights 24-20
Practice 24-21

xvi