Oracle. Developing and Deploying Siebel Business Applications

Version 8.1, Rev A.
December.Copyright 2005, 2010 Oracle and/or its affiliates. All rights reserved.Developing and Deploying Siebel Business Applications.
What’s New in This Release?
Overview of Developing a Siebel Application.
About Developing a Siebel Application.
Stages of Developing a Siebel Application.
Documents You Use During the Design Stage.
Testing You Perform When You Develop a Siebel Application.
Overview of the Development Environment.
About the Local Development Environment.
About the Siebel Object Architecture.
Typical Team Members of a Development Project.
About The Business Case This Book Uses.
Overview of the NREC Business Case.
NREC Business Objectives.
NREC User Profiles.
NREC Access Requirements.
NREC Business Requirements.
NREC Development Strategy.
Siebel CRM Functionality That NREC Plans to Use.
NREC Design Strategy.
Roadmap for Developing a Siebel Application.
Installing Software, Adding Users, and Creating.
the Company Structure.
Installing Software for a Siebel Application.
Process of Adding Users.
Creating Database Users.
Modifying the Configuration File for the Siebel Client.
Creating Responsibilities.
Adding Users to a Siebel Application.
Process of Creating the Company Structure.
Creating an Organization.
Creating Positions and Position Skills.
Creating a Partner Organization.
Setting Up the Development Environment.
Process of Setting Up the Development Environment.
Setting Up Local Databases.
Setting Up Siebel Tools.
Configuring the User Interface.
Process of Configuring the User Interface Layer.
Removing Screens from a Siebel Application.
Removing Views from a Screen.
Removing Fields from an Applet.
Adding Fields to Applets.
Verifying Your Configuration.
Configuring the House and Opportunity Entities.
Process of Configuring the House Detail View.
Examining Business Requirements for the House Detail View.
Adding Columns to the Products Table.
Configuring the Internal Product Business Component.
Configuring Text for Labels and.
Other User Interface Elements.
Modifying the Product List Applet.
Modifying the Product Form Applet.
Creating the House Detail View.
Creating the Houses Screen.
Compiling, Registering, and Testing the House Detail View.
Process of Configuring the House Detail - Appraisals View.
Examining Business Requirements for the House Detail - Appraisals View.
Creating the Appraisals Business Component.
Creating a Link Between Houses and Appraisals.
Associating the Appraisals Business Component with a Business Object.
Creating the Appraisals List Applet.
Creating the House Detail - Appraisals View.
Adding the House Detail - Appraisals View to the Houses Screen.
Compiling, Registering, and Testing the House Detail - Appraisals View.
Process of Configuring the Opportunity Details View.
Examining Business Requirements for the Opportunity Details View.
Adding Columns to the Opportunity Table.
Adding Fields to the Opportunity Business Component.
Modifying the Opportunity List Applet.
Modifying the Opportunity Form Applet.
Compiling, Registering, and Testing the Opportunity Details View.
Configuring Picklists, drilldowns, and MVGs.
About Picklists and drilldowns.
About Picklists.
About Drilldowns.
Process of Configuring Picklists, drilldowns, and MVGs.
Creating Static Picklists.
Creating a Dynamic Picklist.
Constraining a Picklist.
Creating a Dynamic Drilldown.
Configuring a Multi-Value Group.
Configuring Logos, Banners, and Colors.
Overview of Configuring Logos, Banners, and Colors.
About User Interface Elements.
About Developing Web Templates.
Process of Configuring Logos, Banners, and Colors.
Examining Business Requirements for Configuring Logos, Banners, and Colors.
Adding a Custom Logo to the Banner.
Modifying the Banner Color.
Modifying the Screen Bar and View Bar Colors.
Modifying Applet Colors.
Configuring Siebel.
CRM to Use Data From an.
External Data Source.
Process of Configuring Siebel CRM to Use Data From an External Data Source.
Examining Business Requirements for Using.
Data from an External Data Source.
Creating a Business Service.
Creating a Virtual Business Component.
Creating a Link Between Houses and House Renovations.
Modifying the Business Object.
Displaying Custom Fields in the Siebel Client.
Compiling and Testing Your Changes.
Documenting Your Configuration in an Entity Relationship Diagram.
Assigning Objects and Automating Business.
Processes.
Customizing How Siebel CRM Assigns Objects.
Process of Automating a Business Process.
Examining Business Requirements for Automating a Business Process.
Configuring Siebel Communications Server.
Creating an Email Template.
Creating and Deploying a Workflow Process.
Creating a Workflow Policy.
Running the Generate Triggers Server Component.
Defining and Starting a New Workflow Monitor Agent.
Filtering Records According to a User Profile.
Configuring Siebel Remote.
About Siebel Remote.
Process of Configuring Siebel Remote.
Setting Up the Siebel Remote Server.
Setting Up a New Siebel Remote User.
Registering a Siebel Mobile Web Client.
Extracting, Initializing, and Synchronizing the Remote Database.
Setting Up the Test Environment.
Process of Moving Data to the Test Environment.
Moving Repository Data.
Moving Web Templates, Image Files, and Cascading Style Sheets.
Moving Nonrepository Data.
Process of Loading CRM Data in the Test Environment.
Loading the Interface Tables.
Adding the EIM Configuration File.
Disabling Transaction Logging.
Running the Enterprise Integration Manager.
Administering the Test Environment.
Common Software Development Tasks.
Using Siebel Tools.
Displaying the Object Explorer.
Displaying the Object List Editor.
Displaying the Properties Window.
Opening a Wizard.
Opening the Web Layout Editor.
Setting Options in Siebel Tools.
Process of Modifying Siebel Objects.
Checking Out Projects from the Siebel Server.
Making Configuration Changes.
Compiling Projects.
Logging In as the Siebel Administrator.
Registering a New View.
Verifying Your Changes.
Checking Projects Into the Siebel Server.
Options for Managing Objects.
Guidelines for Testing a Deployment.
Guidelines for Integration Testing.
Guidelines for User.
Acceptance Testing.
Guidelines for Performance Testing.
Guidelines for Continuous Improvement.
Benefits of Functional Test Automation.
Benefits of Load Test Automation.
Appendix A: Code for.
NREC Business Services.
Code for the General Function.
Code for the Service Function.