PacktLib: Oracle Siebel CRM 8 Developer's Handbook

Oracle Siebel CRM 8 Developer's Handbook


About the Author

About the Reviewer


Siebel Tools and the Siebel Repository

Siebel Tools user interface

Siebel Repository metadata


Developer Tasks

Initializing the local database

Getting object definitions from the server database

Projects and objects

Siebel Tools Options

The development process

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

Requirements for AHA


Symbolic Strings

Understanding symbolic strings

Creating and using symbolic strings

Using message categories

Localizing Siebel applications


Creating and Configuring Applets

Understanding applets and web templates

Creating and modifying form applets

Creating and modifying list applets

Other applet types


Views and Screens

Understanding views and screens

Creating and modifying views

Adding a view to a screen

Registering a new view


Business Components and Fields

Understanding business components

Creating joins and fields

Controlling field level behavior

Controlling business component behavior


The Data Layer

Understanding tables, columns, and indexes

Considerations for custom schema changes

Using preconfigured extension tables

Creating custom columns

Creating custom indexes

Creating custom tables

Applying schema changes to local and server databases


Business Objects and Links

Understanding business objects and links

Creating a child business component on a 1:M extension table

Case study example: Creating links

Case study example: Configuring business objects


Pick Lists

Understanding pick lists

Case study example: Creating a new static pick list for an existing field

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


Multi Value Fields

Understanding multi value fields

Creating multi value fields using the MVG wizard

Case study example: Creating multi value group (MVG) and association list applets


Configuring Access Control

Understanding Siebel access control

Configuring view properties for Siebel access control

Defining business component view modes

Configuring additional object types for access control


User Properties

Understanding user properties

Business component and field user properties

Applet, control, and list column user properties

View user properties


Configuring Navigation

Understanding drilldown objects

Creating static drilldowns

Creating dynamic drilldowns

Configuring the thread bar

Configuring toggle applets


Customizing the Look and Feel of Siebel Applications

Understanding Siebel web templates

Considerations for customizing the look and feel of Siebel applications

Creating custom web templates

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

Creating applet buttons

Configuring command objects

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

Preconfigured business services

Testing business services

Case study example: Invoking a business service method from a runtime event


Supporting Integration Interfaces

Understanding integration objects

Creating internal integration objects

Defining integration component keys

Testing integration objects

Advanced settings for integration objects


Siebel Workflow

Understanding Siebel Workflow

Designing and creating workflow processes

Simulating and testing workflow processes

Publishing, activating, and managing workflow processes

Invoking workflow processes

Case study example: Defining runtime events

Case study example: Decision steps and Siebel operations


Advanced Siebel Workflow Topics

Exception handling in workflow processes


Loops and iterations

Advanced workflow techniques


Siebel Task User Interface

Understanding the Siebel Task UI

Case study example: Supporting a business process with Task UI

Publishing, activating, and administering tasks

Testing and debugging tasks

Using applet messages


Extending Siebel CRM Functionality with eScript

Introduction to Siebel scripting

When to use Siebel scripting

Creating a custom business service

Declaring business service methods and arguments

Testing and debugging scripts


Advanced Scripting Techniques

Browser scripting

Using translatable messages


Performance profiling


Deploying Configuration Changes between Environments

Repository migration

Exporting and importing repository data

Exporting and importing administrative data

Application Deployment Manager (ADM) overview


Installing a Siebel CRM Self-Study Environment

Installing a Siebel CRM Self-Study Environment

Installing a Siebel CRM Self-Study Environment

Installing a Siebel CRM Self-Study Environment

Installing a Siebel CRM Self-Study Environment

Importing Code Files

Importing Code Files

Importing Code Files

More Information

More Information

More Information