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
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  • 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

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