Hansal Alexander. Oracle Siebel CRM 8 Developer's Handbook

Packt Publishing Ltd., 2011. — 576 p.A practical guide to configuring, automating, and extending Siebel CRM applications.Siebel Tools and the Siebel Repository.
Siebel Tools user interface.
Title bar.
Menu bar.
Toolbar.
Docking windows.Status bar.
Navigating in Siebel Tools.
Siebel Repository metadata.
The data layer.
Tables and columns.
Interface tables.
Indexes.
Object type relationships in the Siebel data layer.
The business layer.
Business components, joins, and fields.
Links.
Business objects.
Relationships of business layer and data layer objects.
The presentation layer.
Applets and controls.
Views.
Screens.
Applications.
Menus and toolbars.
Relationships of presentation layer and business layer objects.
The integration layer.
Internal integration objects.
External integration objects.
The automation layer.
Business services.
Workflow processes.
Tasks.
Commands.
The logical architecture of Siebel applications.
Other object types.Developer Tasks.
Initializing the local database.
Establishing network connectivity.
Verifying settings in the client configuration files.
Downloading and initializing the local database.
Getting object definitions from the server database.
Projects and objects.
Siebel Tools Options.
The development process.
Checking out.
Creating or modifying object definitions.
New Object Wizards.
Creating new records.
Copying existing object definitions.
Creating a new version of existing object definitions.
Modification techniques.
Validating object definitions.
Compiling object definitions.
Testing and debugging.
Checking in.
Local locking and prototyping.
Archiving object definitions.
Importing archived object definitions.
Comparing object definitions.
Searching the Siebel Repository.
Integrating external source control systems.
Automating developer tasks using command line options.
Keeping the upgrade in mind.Case Study Introduction.
Background of All Hardware (AHA).
Description of AHA's business processes.
Sales — Update Customer.
Sales — Retail Order.
Marketing — Campaign Tracking.
Requirements for AHA.
Sales — Update Customer.
Sales — Retail Order.Symbolic Strings.
Understanding symbolic strings.
Creating and using symbolic strings.
Creating symbolic strings manually.
Associating symbolic strings with objects.
Using batch scripts to create symbolic strings automatically.
Using strconv.bat to generate symbolic strings.
Using strcons.bat to consolidate duplicate symbolic strings.
Using message categories.
Localizing Siebel applications.Creating and Configuring Applets.
Understanding applets and web templates.
Applet web templates.
Applet web template types.
Creating and modifying form applets.
Case study example: Creating a form applet.
Copying an existing applet.
Changing caption text using symbolic strings.
Changing the association to a business component field.
Deleting existing controls.
Moving an existing control to a different location.
Creating new controls.
Creating new form sections.
Formatting and aligning multiple controls.
Setting the tab order.
Copying controls from other applets using the compare objects window.
Adding a show more/show less button.
Setting controls to only appear in "more" mode.
Adding standard buttons.
Displaying data in the applet title.
Setting applet properties for data operations.
Compiling the new applet.
Creating and modifying list applets.
Case study example: Creating a list applet.
Creating a new list applet using the Siebel Tools new object wizard.
Editing the base layout template.
Editing the query layout template.
Other applet types.
Configuring chart applets.
Configuring tree applets.
Configuring pick applets.
Configuring multi-value-group (MVG) and associate applets.Views and Screens.
Understanding views and screens.
Understanding views.
Understanding screens.
View web templates.
Creating and modifying views.
Case study example: Creating a new view.
Creating a view using the new view wizard.
Modifying a view in the view web layout editor.
Adding applets to a view in the view web layout editor.
Setting the applet mode property.
Setting the thread bar properties of a view.
Adding a view to a screen.
Registering a new view.
Testing a new view.Business Components and Fields.
Understanding business components.
Visualizing business component definitions.
Business components and SQL.
Creating joins and fields.
Case study example: Displaying data from joined tables.
Case study example: Creating a join.
Case study example: Creating single value fields.
Case study example: Creating calculated fields.
Case study example: Exposing a new field in an applet.
Controlling field level behavior.
Case study example: Field properties.
Creating translatable validation messages.
Implementing field validation.
Case study example: Creating a required field.
The Siebel Query Language.
Syntax for pre and post-default values.
Using the Siebel Query Language.
Controlling business component behavior.
Case study example: Business component properties.The Data Layer.
Understanding tables, columns, and indexes.
Understanding table types.
Understanding columns.
System columns.
Understanding indexes.
Understanding user keys.
Creating table reports.
Considerations for custom schema changes.
Using preconfigured extension tables.
Using 1:1 extension tables.
Case study example: Creating a new field based on an existing 1:1 extension.
table column.
Using 1:M extension tables.
Creating custom columns.
Creating custom indexes.
Creating custom tables.
Case study example: Creating a custom standalone table.
Applying schema changes to local and server databases.
Using the Siebel Tools "Apply" feature.
Verifying the application of local database changes.
Using the synchronize schema definition process.Business Objects and Links.
Understanding business objects and links.
Link object definitions.
Creating a child business component on a 1:M extension table.
Case study example: Creating a custom child business component.
Case study example: Creating child business components on a.
standalone table.
Case study example: Creating links.
Case study example: Configuring business objects.Pick Lists.
Understanding pick lists.
Static pick lists.
The pick list object type.
Pick maps.
Dynamic pick lists.
Repository object types for pick lists.
Case study example: Creating a new static pick list for an existing field.
Verifying object definitions created by the pick list wizard.
Administering the list of values table.
Case study example: Creating dynamic pick lists.
Case study example: Reusing existing pick lists.
Case study example: Creating pick applets.
Case study example: Testing pick list configurations.
Constrained and hierarchical pick lists.
Exploring a constrained dynamic pick list.
Exploring hierarchical static pick lists.Multi Value Fields.
Understanding multi value fields.
The "Primary" concept.
Repository object types behind multi value fields.
Multi value link.
Multi value field.
Multi value group (MVG) and association list applets.
Relationships between repository objects for multi value fields.
Case study example: Creating multi value fields.
Creating a new intersection table.
Creating a new M:M link.
Creating multi value fields using the MVG wizard.
Case study example: Creating multi value group (MVG) and association list applets.
Creating association list applets.
Creating MVG controls.Configuring Access Control.
Understanding Siebel access control.
View properties for access control.
Business component view modes.
Repository object definitions for access control.
Configuring view properties for Siebel access control.
Case study example.
Registering the new view.
Defining business component view modes.
Testing the access control configuration.
Configuring additional object types for access control.
Visibility settings for pick list object definitions.
Visibility settings for link object definitions.
Visibility settings for drilldown object definitions.User Properties.
Understanding user properties.
Multi-instance user properties.
Business component and field user properties.
Named method user property.
Case study example: Using the On Field Update Set user property.
Field user properties.
Applet, control, and list column user properties.
Control user properties.
List column user properties.
View user properties.Configuring Navigation.
Understanding drilldown objects.
Creating static drilldowns.
Case study example: Static drilldown from list applet.
Creating drilldown hyperlinks on form applets.
Creating dynamic drilldowns.
Case study example: Dynamic drilldown destinations for a list applet.
Configuring the thread bar.
Case study example: Configuring the thread bar.
Configuring toggle applets.
Manual applet toggle.
Dynamic applet toggle.Customizing the Look and Feel of Siebel Applications.
Understanding Siebel web templates.
Web template definitions.
Considerations for customizing the look and feel of.
Siebel applications.
Using an external text editor for web template customization.
Customizing pre-built web templates.
Creating custom web templates.
Registering a custom web template file.
Customizing web pages.
Customizing style sheets.
Configuring bitmaps and icon maps.
Case study example: using an icon map.
Case study example: replacing the application logo.Menus and Buttons.
Understanding the Siebel event framework.
Event handling in Siebel applications.
Controlling method invocation.
Creating applet buttons.
Case study example: Creating a custom applet button that invokes a workflow process.
Configuring command objects.
Accelerators.
Case study example: Creating a command with an accelerator.
Case study example: Configuring application menu items.
Case study example: Configuring toolbar buttons.
Case study example: Configuring applet menu items.Business Services.
Understanding business services.
Invoking business service methods.
Preconfigured business services.
Testing business services.
Case study example: Invoking a business service method from a runtime event.
Runtime events.Supporting Integration Interfaces.
Understanding integration objects.
Structure of integration objects.
Internal and external integration objects.
Integration component keys.
Creating internal integration objects.
Case study example: Creating an internal integration object.
Deactivating unneeded integration component fields.
Defining integration component keys.
Testing integration objects.
Advanced settings for integration objects.Siebel Workflow.
Understanding Siebel Workflow.
Siebel Workflow step types.
Workflow process properties.
Designing and creating workflow processes.
The workflow process editor.
Case study example: Creating integration objects.
Case study example: Creating a data map.
Case study example: Creating a workflow process with business service steps.
Simulating and testing workflow processes.
Publishing, activating, and managing workflow processes.
Case study example: Publishing and activating a workflow process.
Managing workflow processes.
Viewing workflow process instance data.
Invoking workflow processes.
Case study example: Defining runtime events.
Case study example: Decision steps and Siebel operations.
Understanding decision point steps.
Understanding Siebel Operation steps.
Case study example: Replacing applets on the AHA Customer.
Process Start View.Advanced Siebel Workflow Topics.
Exception handling in workflow processes.
Using error exception connectors.
Using stop steps.
Case study example: Creating an error exception with a stop step.
Using error processes.
Subprocesses.
Loops and iterations.
Case study example: iterations on a child record set.
Advanced workflow techniques.
Workflow utilities.
SIA BC utility service.
PRM ANI Utility Service.
EAI XML Write to File.
EAI File Transport.
Case study example: Using dot notation to access hierarchical data.Siebel Task User Interface.
Understanding the Siebel Task UI.
Tasks and related repository objects.
Case study example: Supporting a business process with Task UI.
Creating task applets and task views.
Preparation steps.
New business component field: AHA always generate quote flag.
New applet: AHA simple quote form applet.
New applet: AHA simple order form applet.
New transient business component: AHA partner query TBC.
New task applet: AHA partner query task applet.
New task view: AHA partner query task view.
New task view: AHA create account task view.
New task view: AHA create quote task view.
New task view: AHA create order task view.
Creating tasks.
Creating the task flow layout.
Configuring task view steps.
Configuring business service steps.
Configuring Siebel Operation steps.
Configuring decision steps and branches.
Creating and using task groups.
Publishing, activating, and administering tasks.
Testing and debugging tasks.
Using applet messages.Extending Siebel CRM Functionality with eScript.
Introduction to Siebel scripting.
Server and browser scripts.
Application event handlers.
Applet event handlers.
Business component event handlers.
Business service event handlers.
The script editor.
The script debugger.
The script performance profiler.
The Siebel eScript language.
Variable declaration and initialization.
Comments.
Blocks and functions.
Exception handling.
Cleaning up.
Siebel object interfaces.
Application object methods.
Applet object methods.
Business component methods.
Business object methods.
Business service object methods.
Property set object methods.
When to use Siebel scripting.
Creating a custom business service.
Case study example: Retrieve person information with eScript.
Creating a business service definition.
Creating custom functions.
Detailed discussion of the example code.
Variable declarations.
Executing a query.
Verifying the query result.
Reading values from business component fields.
Handling exceptions.
Cleaning up.
Declaring business service methods and arguments.
Testing and debugging scripts.
Compiling the object definition.
Setting breakpoints.
Running the Siebel application in debug mode.
Invoking the script code from the application.
Correcting code errors during debugging.Advanced Scripting Techniques.
Browser scripting.
Preparing Siebel Tools for browser scripting.
Writing browser script.
Browser script example.
Monitoring changes on a specific field.
Exception handling.
Variable declaration.
Performing date calculations.
Changing control properties.
Displaying a confirmation dialog to the end user.
Interpreting the end user response.
Displaying error messages.
Continuing or canceling the flow of operation.
Testing and debugging browser scripts.
Extracting browser scripts using the genbscript utility.
Using translatable messages.
Invoking business service methods from server and browser script.
Tracing.
Considerations for script tracing.
Performance profiling.Deploying Configuration Changes between Environments.
Repository migration.
Exporting and importing repository data.
Exporting and importing selected repository objects.
Exporting and importing administrative data.
Application Deployment Manager (ADM) overview.Appendix A: Installing a Siebel CRM Self-Study Environment.
Hardware requirements.
Third-party software requirements.
Downloading and extracting Siebel CRM software installers.
Registering at Oracle E-Delivery.
Understanding the license agreement.
Downloading the installation archives.
Extracting the installation archives.
Downloading Oracle Siebel documentation.
Extracting the Siebel installers.
Adjusting the browser security settings.
Installing Siebel CRM client software.
Installing the Siebel Mobile Web Client.
Installing the Siebel sample database.
Installing Siebel Tools.
Configuring Siebel Tools to connect to the sample database.
Using the Demo Users Reference.
Appendix B: Importing Code Files.
Importing Siebel Tools archive files (SIF).
Importing administrative data files.
Appendix C: More Information.
Getting trained.
Finding information.
The Siebel Bookshelf.
Oracle forums.
My Oracle Support.
The Internet community.