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

Alexander Hansal

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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

Title: Oracle Siebel CRM 8 Developer's Handbook. Configure, Automate, and Extend Siebel CRM applications with this Oracle book and
Author: Alexander Hansal
Original title: Oracle Siebel CRM 8 Developer's Handbook. Configure, Automate, and Extend Siebel CRM applications with this Oracle book and eBook
ISBN: 9781849681872, 9781849681872
Date of issue: 2011-04-26
Format: Ebook
Item ID: e_3c5g
Publisher: Packt Publishing

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