Szczegóły ebooka

Oracle Siebel CRM 8 Developer's Handbook. Configure, Automate, and Extend Siebel CRM applications with this Oracle book and

Oracle Siebel CRM 8 Developer's Handbook. Configure, Automate, and Extend Siebel CRM applications with this Oracle book and

Alexander Hansal

Ebook
  • Oracle Siebel CRM 8 Developers Handbook
    • Table of Contents
    • Oracle Siebel CRM 8 Developer's Handbook
    • Credits
    • About the Author
    • About the Reviewer
    • www.PacktPub.com
      • Support files, eBooks, discount offers and more
        • Why subscribe?
        • Free access for Packt account holders
        • Instant updates on new Packt books
    • Preface
      • What this book covers
      • What you need for this book
      • Who this book is for
      • Conventions
      • Reader feedback
      • Customer support
      • Downloading the example code for this book
        • Errata
        • Piracy
        • Questions
    • 1. Siebel Tools and the Siebel Repository
      • Siebel Tools user interface
        • Title bar
        • Menu bar
        • Toolbar
        • Docking windows
        • Editors
        • 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
      • Summary
    • 2. 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
      • Summary
    • 3. Case Study Introduction
      • Background of All Hardware (AHA)
      • Description of AHA's business processes
        • SalesUpdate Customer
        • SalesRetail Order
        • MarketingCampaign Tracking
      • Requirements for AHA
        • SalesUpdate Customer
        • SalesRetail Order
      • Summary
    • 4. 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
      • Summary
    • 5. 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
      • Summary
    • 6. Views and Screens
      • Understanding views and screens
        • Understanding views
        • Understanding screens
        • View web templates
      • Creating and modifying views
        • Case study example: Ceating 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
      • Summary
    • 7. 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
            • Using a calculation expression to create an e-mail link
            • Using calculation expressions to show the number of related records
          • 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
      • Summary
    • 8. 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
      • Summary
    • 9. 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
      • Summary
    • 10. 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
      • Summary
    • 11. 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
      • Summary
    • 12. 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
      • Summary
    • 13. 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
      • Summary
    • 14. 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
      • Summary
    • 15. 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
      • Summary
    • 16. 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
      • Summary
    • 17. 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
      • Summary
    • 18. 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
      • Summary
    • 19. 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
      • Summary
    • 20. 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
      • Summary
    • 21. 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
      • Summary
    • 22. 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
      • Summary
    • 23. 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
      • Summary
    • 24. 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
      • Summary
    • 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
    • B. Importing Code Files
      • Importing Siebel Tools archive files (SIF)
      • Importing administrative data files
    • C. More Information
      • Getting trained
      • Finding information
        • The Siebel Bookshelf
        • Oracle forums
        • My Oracle Support
        • The Internet community
    • Index
  • Tytuł: Oracle Siebel CRM 8 Developer's Handbook. Configure, Automate, and Extend Siebel CRM applications with this Oracle book and
  • Autor: Alexander Hansal
  • Tytuł oryginału: Oracle Siebel CRM 8 Developer's Handbook. Configure, Automate, and Extend Siebel CRM applications with this Oracle book and eBook
  • ISBN: 9781849681872, 9781849681872
  • Data wydania: 2011-04-26
  • Format: Ebook
  • Identyfikator pozycji: e_3c5g
  • Wydawca: Packt Publishing