Oracle. Developing and Deploying Siebel Business Applications


Автор: Коллектив авторов
Издательство: Oracle

Год: 2010
Страниц: 212
Язык: английский
Формат: pdf
ISBN:  

 


Аннотация (оглавление):

 Developing and Deploying Siebel Business Applications 1

Chapter 1: What’s New in This Release

Chapter 2: Overview of Developing a Siebel Application

  • About Developing a Siebel Application 11
  • Stages of Developing a Siebel Application 12
  • Documents You Use During the Design Stage 12
  • Testing You Perform When You Develop a Siebel Application 14
  • Overview of the Deve
  • lopment Environment 17
  • About the Local Development Environment 18
  • About the Siebel Object Architecture 20
  • Typical Team Members of a Development Project 21
  • About The Business Case This Book Uses 22
  • Overview of the NREC Business Case 22
  • NREC Business Objectives 23
  • NREC User Profiles 24
  • NREC Access Requirements 24
  • NREC Business Requirements 25
  • NREC Development Strategy 27
  • Siebel CRM Functionality That NREC Plans to Use 28
  • NREC Design Strategy 28
  • Roadmap for Developing a Siebel Application 31

Chapter 3: Installing Software, Adding Users, and Creating the Company Structure

  • Installing Software for a Siebel Application 33
  • Process of Adding Users 36
  • Creating Database Users 36
  • Modifying the Configuration File for the Siebel Client 37
  • Creating Responsibilities 38
  • Adding Users to a Siebel Application 41
  • Process of Creating the Company Structure 42
  • Creating an Organization 43
  • Creating Positions and Position Skills 44
  • Creating a Partner Organization 48

Chapter 4: Setting Up the Development Environment

  • Process of Setting Up the Development Environment 51
  • Setting Up Local Databases 51
  • Setting Up Siebel Tools 59

Chapter 5: Configuring the User Interface

  • Process of Configuring the User Interface Layer 63
  • Removing Screens from a Siebel Application 63
  • Removing Views from a Screen 65
  • Removing Fields from an Applet 66
  • Adding Fields to Applets 68
  • Verifying Your Configuration 72

Chapter 6: Configuring the House and Opportunity Entities

  • Process of Configuring the House Detail View 73
  • Examining Business Requirements for the House Detail View 73
  • Adding Columns to the Products Table 75
  • Configuring the Internal Product Business Component 77
  • Configuring Text for Labels and
  • Other User Interface Elements 78
  • Modifying the Product List Applet 81
  • Modifying the Product Form Applet 83
  • Creating the House Detail View 84
  • Creating the Houses Screen 85
  • Compiling, Registering, and Testing the House Detail View 88
  • Process of Configuring the House Detail - Appraisals View 88
  • Examining Business Requirements for the House Detail - Appraisals View 88
  • Creating the Appraisals Business Component 90
  • Creating a Link Between Houses and Appraisals 92
  • Associating the Appraisals Business Component with a Business Object 93
  • Creating the Appraisals List Applet 94
  • Creating the House Detail - Appraisals View 95
  • Adding the House Detail - Appraisa ls View to the Houses Screen 95
  • Compiling, Registering, and Testing the House Detail - Appraisals View 96
  • Process of Configuring the Opportunity Details View 97
  • Examining Business Requirements for the Opportunity Details View 97
  • Adding Columns to the Opportunity Table 98
  • Adding Fields to the Opportunity Business Component 99
  • Modifying the Opportunity List Applet 99
  • Modifying the Opportunity Form Applet 101
  • Compiling, Registering, and Testing the Opportunity Details View 103

Chapter 7: Configuring Pick lists, Drilldowns, and MVGs

  • About Picklists and Drilldowns 105
  • About Picklists 105
  • About Drilldowns 106
  • Process of Configuring Picklists, Drilldowns, and MVGs 107
  • Creating Static Picklists 107
  • Creating a Dynamic Picklist 109
  • Constraining a Picklist 111
  • Creating a Dynamic Drilldown 112
  • Configuring a Multi-Value Group 113

Chapter 8: Configuring Logos, Banners, and Colors 

  • Overview of Configuring Logos, Banners, and Colors 117
  • About User Interface Elements 118
  • About Developing Web Templates 120
  • Process of Configuring Logos, Banners, and Colors 120
  • Examining Business Requirements for Conf
  • iguring Logos, Banners, and Colors 121
  • Adding a Custom Logo to the Banner 122
  • Modifying the Banner Color 124
  • Modifying the Screen Bar and View Bar Colors 125
  • Modifying Applet Colors 126

Chapter 9: Configuring Siebel

  • CRM to Use Data From an External Data Source Process of Configuring Siebel CRM to Use Data From an External Data Source 129
  • Examining Business Requirements for Using Data from an External Data Source 129
  • Creating a Business Service 130
  • Creating a Virtual Business Component 133
  • Creating a Link Between Houses and House Renovations 134
  • Modifying the Business Object 135
  • Displaying Custom Fields in the Siebel Client 135
  • Compiling and Testing Your Changes 137
  • Documenting Your Configuration in
  • an Entity Relationship Diagram 138

Chapter 10: Assigning Objects and Automating Business Processes Customizing How Siebel CRM Assigns Objects 141

  • Process of Automating a Business Process 144
  • Examining Business Requirements for Automating a Business Process 145
  • Configuring Siebel Communications Server 145
  • Creating an Email Template 145
  • Creating and Deploying a Workflow Process 147
  • Creating a Workflow Policy 149
  • Running the Generate Triggers Server Component 151
  • Defining and Starting a New Workflow Monitor Agent 152
  • Filtering Records According to a User Profile 153

Chapter 11: Configuring Siebel Remote

  • About Siebel Remote 159
  • Process of Configuring Siebel Remote 160
  • Setting Up the Siebel Remote Server 160
  • Setting Up a New Siebel Remote User 160
  • Registering a Siebel Mobile Web Client 161
  • Extracting, Initializing, and Synchronizing the Remote Database 162

Chapter 12: Setting Up the Test Environment

  • Process of Moving Data to the Test Environment 165
  • Moving Repository Data 165
  • Moving Web Templates, Image Files, and Cascading Style Sheets 167
  • Moving Nonrepository Data 168
  • Process of Loading CRM Data in the Test Environment 168
  • Loading the Interface Tables 169
  • Adding the EIM Configuration File 170
  • Disabling Transaction Logging 173
  • Running the Enterprise Integration Manager 173
  • Administering the Test Environment 175

Chapter 13: Common Software Development Tasks

  • Using Siebel Tools 177
  • Displaying the Object Explorer 177
  • Displaying the Object List Editor 178
  • Displaying the Properties Window 178
  • Opening a Wizard 178
  • Opening the Web Layout Editor 178
  • Setting Options in Siebel Tools 180
  • Process of Modifying Siebel Objects 181
  • Checking Out Projects from the Siebel Server 181
  • Making Configuration Changes 182
  • Compiling Projects 182
  • Logging In as the Siebel Administrator 183
  • Registering a New View 184
  • Verifying Your Changes 185
  • Checking Projects In to the Siebel Server 185
  • Options for Managing Objects 186

Chapter 14: Guidelines for Testing a Deployment

  • Guidelines for Integration Testing 189
  • Guidelines for User
  • Acceptance Testing 190
  • Guidelines for Performance Testing 191
  • Guidelines for Continuous Improvement 192
  • Benefits of Functional Test Automation 193
  • Benefits of Load Test Automation 194
  • Appendix A: Code for
  • NREC Business Services
  • Code for the General Function 197
  • Code for the Service Function 203
  • Index

 

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