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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