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Configuring Siebel Business Applications
What's New in This Release
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Overview of Configuring Siebel Applications
About Siebel Objects
About the Siebel Object Architecture
Physical User Interface Layer
Logical User Interface Objects Layer
Business Objects Layer
Data Objects Layer
Summary of Object Types and Relationships
About Classes in Siebel Tools
About the Siebel Operating Architecture
Siebel Web Engine Infrastructure
How the Siebel Web Engine Generates the Application
About Standard and High Interactivity
JavaScript Object Architecture in High Interactivity
Allowing and Disallowing High Interactivity for a Siebel Application
About Configuring Objects for High Interactivity
About Calendar Views and Interactivity
About Integration with J2EE
About Siebel Partner Connect and Siebel Tools for Partner Connect
About Configuring Siebel Applications
Usage and Configuration of Non-Licensed Objects
Configuration Goals and Objectives
Overview of the Development Process
About Structuring Development Work
Strategy for Configuring an Application
About Managing the Release of Physical User Interface Modifications
Guidelines for Naming Objects
About Modifying Objects
About Copying Objects
About Upgrade Inheritance
About Object Reuse
Deciding When to Reuse Objects
About Reusing Business Component Fields and Table Columns
About Reusing Business Components
About Reusing Tables
About Reusing Views
About Reusing Applets
About Scripting and Object Interfaces
Server-Side Scripting
Browser-Side Scripting
Generating Browser Scripts
About Localization
Other Ways to Customize Application Behavior
Personalizing Your Web Application
Task-Based User Interface
Siebel Business Rules Engine
Siebel Business Process Designer
Managing Web Content with Siebel Briefings
Dynamic Data Capture with Siebel eSmartScript
Siebel Assignment Manager
State Model
Siebel Pricer
Setting Up Developers as Mobile Users
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Working with the Entity Relationship Designer
About the Entity Relationship Designer
Navigating to Entity Relationship Diagrams
Process of Creating and Binding Entity Relationship Diagrams
Creating Entity Relationship Diagrams
Defining Entity Attributes
Binding Entities to Business Components
Associating Entity Attributes to Business Component Fields
Binding Relationships to Links or Joins
Viewing the Entities and Relations Lists
Modifying Relationship Properties
Modifying Shape Properties
Aligning Shapes
Making Shapes the Same Size
Adding Points to Lines
Hiding Line Text
Moving Line Text
Returning Line Text to the Default Location
Moving Shapes Around the ERD Canvas
Resizing Shapes
Zooming In and Out
Showing Connection Points
Showing Grid Lines
Turning Snap to Grid On
Copying Entity Relationship Diagrams
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Configuring Tables and Columns
About Tables
About Extension Tables
About One-to-One Extension Tables
About Implicit Joins
About One-to-Many Extension Tables
About Intersection Tables
About Columns
About Data Columns
About Extension Columns
About System Columns
About Indexes and Index Columns
About the Siebel Case Insensitivity Wizard
About User Keys
About the S_Party Table
About Database Extension Options
Guidelines for Extending the Data Model
Using Static One to One Extension Tables
Using Static One-to-Many Extension Tables
Process for Extending the Data Model
Adding Extension Columns to Base Tables
Creating Columns of Type LONG
Creating One to One Extension Tables Using the Object List Editor
Creating New Tables Using the New Table Wizard
Modifying Extension Tables or Columns
Deleting Extension Tables or Columns
Creating Custom Indexes
Running the Siebel Case Insensitivity Wizard
Applying a Database Extension to the Local Database
Preparing the Server Database for Applying Schema Changes
Applying a Data Model Change to the Server Database
Propagating Changes to Other Local Databases
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Configuring EIM Interfaces
About Interface Tables
About EIM Object Types
EIM Interface Table Object Type
EIM Interface Table Column Object Type
Interface Table User Key Usage Object Type
EIM Table Mapping Object Type
Attribute Mapping Object Type
Foreign Key Mapping Object Type
Foreign Key Mapping Column Object Type
User Key Object Type
User Key Column Object Type
User Key Attribute Object Type
User Key Attribute Join Object Type
Labeling Data Loaded in EIM As No Match Row Id Instead of NULL
EIM Table Mapping Wizard
EIM Object Specifications
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Configuring Docking Rules
About Dock Objects
Dock Object Visibility Rules
Finding a Dock Object for a Business Component
Docking Wizard
Creating New Dock Objects
Adding a New Dock Table to a Dock Object
Verifying Dock Objects
Rebuilding the Visibility and Visibility ID Databases After Running the Docking Wizard
Deleting and Cleansing Dock Objects
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Configuring Business Components
About Business Components
About Virtual Business Components
About Transient Business Components
Guidelines for Configuring Business Components
Creating Business Components
Defining Business Component Properties
Defining Sort Specifications
Defining the Search Specification Property
Configuring Fields
About Fields
About Field Data Types
About System Fields
About Calculated Fields
Creating Sequence Fields
Configuring Field Validation
Configuring Data-Driven Read-Only Behavior
Configuring Dual Currency
Configuring Client-Side Import
Managing Unused Business Components
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Configuring Joins
About Joins
About Implicit Joins
How a Join Is Constructed
Guidelines for Configuring Joins
Configuring Joined Fields
Using a Predefault Value for a Joined Field
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Configuring Links
About Links
How Links Are Constructed
Creating Links to Define a One-to-Many Relationship
Using Two Links to Define a Many-to-Many Relationships
Making Multiple Associations Between the Same Parent and Child Records
About the Cascade Delete Property
About the Search Specification Property
About the Visibility Rule Property
Using the Check No Match Property with a Primary Join
About Multivalue Links
How Multivalue Links Are Constructed
How Indirect Multivalue Links Are Constructed
How a Cascade Copy with a Multivalue Link Is Constructed
Configuring the Primary ID Field
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Configuring Business Objects
About Business Objects
How Business Objects Are Constructed
Guidelines for Configuring Business Objects
Creating Business Objects and Business Object Components
Managing Unused Business Objects
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Configuring Applets
About Applets
About Applet Child Objects
About the Role of Applet Modes
About Form Applets
About List Applets
Guidelines for Configuring Applets
About Applet Controls and List Columns
Types of Controls
About Run-Time Pop-Up Controls
Guidelines for Configuring Controls and List Columns
Creating List Applets
Creating Form Applets
Adding Web Templates to Applets
Setting Applet Search Specifications
Exposing System Fields
Setting Default Method for an Applet
Changing Styles of Label Text
Process of Configuring Dynamic Drilldown From the Calendar
Exposing Objects in the Object Explorer
Defining Fields in the Business Component
Defining the Applet User Properties
Defining the Drilldown Objects and Controls
Configuring a Different Icon for the Dynamic Drilldown
Configuring a Different Destination for the Dynamic Drilldown
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Editing Applet Layout
Working with the Applet Layout Editor
Adding Existing Controls and List Columns to Applet Layouts
Adding New Controls and List Columns to Applet Layouts
Positioning Controls and List Columns in Non-Grid Layouts
Deleting Controls and List Columns
Editing List Column Display Names and Control Captions
Setting the Input Method Editor Mode on Controls and List Columns
Displaying the Column Value of a Master Record as the Title of a Detail Applet
Configuring Applets to Display a Limited Subset of Controls and List Columns
Displaying a Control When the Show More Button Is Selected
Previewing the Applet Layout
Export the Preview to an HTML File
Checking Mappings
About Application-Specific Mappings
About Grid Layout
About Working with Grid Layout
Positioning Controls in a Grid Layout
Aligning Controls in a Grid Layout
Making Controls the Same Size in a Grid Layout
Spacing Controls in a Grid Layout
Centering Controls in a Grid Layout
Aligning Label Text in a Grid Layout
Copying and Pasting Items in a Grid Layout
Setting Tab Order for Fields in a Grid Layout
Resizing the Grid Layout Canvas
Converting Form Applets to a Grid Layout Using the Conversion Wizard
Converting Form Applets to Grid Layout By Changing the Web Template
Troubleshooting Conversions to Grid Layout
Applet Web Templates that Cannot Be Converted to a Grid Layout
About Application-Specific Mappings
Configuring Controls and List Columns to Appear in More Mode Only
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Configuring Screens and Views
About the UI Navigation Model
About Views
Guidelines for Configuring Views
Process of Creating Views
Creating Views Using the View Wizard
Registering Views
Creating Views using the Object List Editor
Editing View Layout
Configuring Secure Views
Configuring Views for Explicit Login
Enabling and Disabling High Interactivity for Views
Troubleshooting View Configuration
Configuring the Thread Bar
Configuring Personal Layout Control
About Drilldowns
About Applet Toggles
Example of Configuring Applet Toggles
About Screens
About Screen Views
Example Screen View Hierarchy
Process of Creating Screens and Screen Views
Configuring Screens
Creating Screen Views
Defining Sequence for Screen View Objects
Process for Creating Screen Home Page Views
Creating Rapid Search and Rapid Add Virtual Business Components
Configuring View Links Functionality
Configuring Recent Records Functionality
Creating a New Business Object for the Screen Home Page View
Creating New Screen Home Page Applets
Creating a New Screen Home Page View
Adding a New Screen View to the Screen Object
Managing Unused Screens
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Configuring Applications
About Applications
Application Configuration Guidelines
Creating Applications
Process of Exposing Screens in the UI
Defining Page Tabs
Defining Screen Menu Items
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Configuring Web Page Objects
About the Web Page Object
Editing the Layout of Web Page Objects
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Configuring Toolbars and Menus
About Toolbars and Menus
About the Command Object Type
About the Toolbar Object Type
About the Toolbar Item Object Type
About the Menu and Menu Item Object Types
About the Applet Method Menu Item
About the Class Method Menu Item
About Activating and Deactivating Menu Items and Toolbars
About Targeting a Method
Creating Command Objects
Creating a New Toolbar
Adding a New Toolbar Icon to an Existing Toolbar
Extending Toolbars Using JavaScript
Creating Applet Menus
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Configuring Picklists and Pick Applets
Types of Picklists
About Static Picklists
About the Originating Applet of a Static Picklist
About the Originating Business Component of a Static Picklist
About Static Pick List Objects
About the Picklist Generic Business Component
Creating a Static Picklist Using the Pick List Wizard
About Pick Applets
Creating Pick Applets
Pick Applet Usage in Query Mode
About Dynamic Picklists
About the Originating Applet of a Dynamic Picklist
About the Originating Business Component of a Dynamic Picklist
About Dynamic Picklist Objects
Creating Dynamic Picklists
Constraining Dynamic Picklists
About Hierarchical Picklists
Configuring a Hierarchical Picklist
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Creating and Administering Lists of Values
About Lists of Values
Creating New LOV Types and LOV Values Using Siebel Tools
About Organization-Enabled Lists of Values
Guidelines for Setting Up Organization-Enabled Lists of Values
Guidelines for Configuration and Scripting with a LOV That Allows an Organization
Associating Organizations to Lists of Values
About Multilingual Lists of Values
About the Language-Independent Code
About the Need for Unique Language-Independent Codes
Guidelines for Configuring MLOVs
Process of Enabling MLOVs
Identifying Which Columns to Enable
Checking for Visibility Rules
Making Sure the LOV Type Is Translatable
Determining If the Picklist Is Bounded
Reviewing Columns That Cannot Be MLOV Enabled
Configuring MLOVs in Siebel Tools
Adding Translated Display Values in Application Administration
Upgrading Existing Data Using the MLOV Converter Utility
MLOV Converter Utility Parameters
Resuming the MLOV Converter Utility When Errors Occur
About the MLOV Converter Log File
Integration Considerations
Configuration Considerations
MLOV Configuration and Coding Guidelines
About Querying and MLOVs
Configuring Siebel Business Process Designer to Use MLOV-Enabled Fields
Configuring Siebel Assignment Manager to Use MLOV-Enabled Fields
Configuring Siebel Anywhere for Use with MLOV-Enabled Fields
Important Fields in List of Values Administration Views
About Adding Records for MLOV Fields
Deleting Compared to Deactivating MLOV Records
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Configuring Multivalue Group and Association Applets
About MVG Applets
How MVGs Are Implemented
About the Originating Applet of an MVG
About the Originating Business Component of an MVG
About the Multi Value Link Object
About the Link Object
About the MVG Business Component
Creating MVGs Using the MVG Wizard
Configuring MVG Applets
About Association Applets
Association Applets Called from Master-Detail Views
Association Applets Called from MVG Applets in SI Mode
About Shuttle Applets
Process of Configuring Shuttle Applets
Creating the Association Applet
Creating the MVG Applet
Creating the View
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Configuring Special-Purpose Applets
About Chart Applets
Types of Charts
Bar Charts
Line Charts
Pie Charts
Scatter Charts
How Chart Applets Are Constructed
Business Component Mapping
Using Picklists in Chart Applets
About Show Picklists
About the By Picklist
About the Second By Picklist
Charts with Multiple Curves Plotted Against One Y Axis
Charts with Two Y Axes
Axis Points—Limiting and Sorting
Chart Element Object Type
Making X-Axis Labels Vertical
Sizing Chart Images
About Performance Considerations
Creating a Chart by Using the Chart Applet Wizard
About Tree Applets
Configuring Tree Applets and Explorer Views
Using the Tree Applet Wizard
Creating Tree Applets in the Applet Layout Editor
About Recursive Trees
About File Attachment Applets
Configuring Attachment Applets
Configuring Attachment Business Components
Configuring Attachment Tables
Configuring the Organization Analysis Applet
About Pop-Up Windows
Configuring a Pop-Up Applet Launched from an Applet
Configuring a Pop-Up Applet That Is Launched from a Menu Item
Configuring Pop-Up Wizards
Configuring Pop-Up Views Launched from Applets
About Configuring the Pop-Up Launch Window
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Configuring Special-Purpose Controls
About ActiveX Controls
Creating DLL and Class Objects That Reference an ActiveX Control
Adding an ActiveX Control to an Applet
Setting Properties in an ActiveX Control
About ActiveX Methods and Events
Distributing ActiveX Controls
About HTML Content Controls
Configuring Fields to Use Web Content Assets
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Displaying Images
About Displaying Images in the Siebel User Interface
Creating Bitmap Categories and Bitmap Objects
Configuring Buttons to Display Images
Displaying Images for Field Values
Defining Images Used in Hierarchical Objects
Using Images as Links in Controls
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Overview of Web Templates and Siebel Tags
About Siebel Templates
About Web Page Templates
About View Templates
About Applet Templates
About Form Applet Templates (Grid-Based)
About Form Applet Templates (Non Grid-Based)
About List Applet Templates
Enabling the Selection of a Record as the Currently Active Record
Displaying Totals of List Column Values
SWE Behavior with Multivalue Group and Pick Applets
About Tree Applet Templates
About Chart Applet Templates
About Catalog-Style List Applets and Rich List Templates
About Siebel Tags
How Siebel Objects are Mapped to IDs in Web Templates
About Singleton and Multipart Tags
About the "This" Tag
About Iterators
About Nesting and Siebel Tags
About SWE Conditional Tags
About Using Toolbars and Menus in Templates
How Toolbars are Displayed in Templates
How Menus are Displayed in Templates
About Using the Thread Bar in Templates
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Specialized Behavior Supported by Web Templates
About Search and Find in SWE Templates
Search Tag: <swe:srchCategoryList>
Search Tag: <swe:srchCategory>
Search Tag: <swe:srchCategoryText>
Search Tag: <swe:srchCategoryControl>
Search Result Tag: <swe:srchResultFieldList>
Search Result Tag: <swe:srchResultField>
Search Result Tag: <swe:this>
Favorites (Predefined Queries)
About Siebel Conditional Tags
Conditional Tag: <swe:if>
Conditional Tags: <swe:switch>, <swe:case>, and <swe:default>
Conditional Tag: <swe:if-var>
About Browser Group-Specific Templates
How Hierarchical List Applets Are Rendered
Example of Configuring a Hierarchical List Applet to Use External Data
About Browser-Specific Mappings
Creating Custom HTML Control Types
Configuring SI Applications to Run Without HTML Frames
Displaying Server Side Errors
Adding Graphics to Templates
Adding Sorting Capabilities to Your Application
About Cascading Style Sheets
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Configuring Keyboard Accelerators
About Keyboard Shortcuts
Adding a New Keyboard Shortcut
Modifying Key Sequence
Hiding the Key Sequence
Guidelines for Configuring Keyboard Shortcuts
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Configuring Spell Check
About Spell Check
Process of Configuring Spell Check
Creating a Spell Check Button
Defining Spell Check Button User Properties
Adding a Spell Check Button to a Web Template
Associating the Spell Check Business Component to a Business Object
Creating a Spell Check Menu Item
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Configuring the Customer Dashboard
About the Customer Dashboard
Enabling the Customer Dashboard
Process of Configuring the Customer Dashboard
Adding Business Components to the Customer Dashboard Business Object
Adding Business Component Lists User Properties to the Dashboard Business Service
Mapping Business Component Fields to the Dashboard Business Service
Creating Customer Dashboard Field Labels
Formatting Customer Dashboard Phone Number Fields
Configuring the Customer Dashboard GoTo View Drop-Down List
Configuring Labels for Customer Dashboard GoTo Views
Changing the Background Color and Border of the Customer Dashboard
Changing the Size and Location of the Customer Dashboard
Configuring Communication Events to Populate the Customer Dashboard
Process of Configuring SmartScripts to Populate the Customer Dashboard
Activating the SmartScript Player
Mapping SmartScript Variables to Customer Dashboard Fields
Configuring SmartScripts to Save Answers
Using Siebel VB and eScript to Populate the Customer Dashboard
About Customer Dashboard Commands
Example of Using Customer Dashboard Commands with Siebel eScript
Example of Using Customer Dashboard Commands with Siebel VB
About Dual Personalization
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Online Help Development
Online Help Implementation Overview
Employee Applications
Customer Applications
About Editing HTML Files
Employee Applications
Employee Application Files
Location of Employee Application Help Files
Online Help and Siebel Tools
Customizing and Adding Help
Migrating Help
Customer Applications
Customer Application Files
Location of Customer Application Help Files
Online Help and Siebel Tools
Changing Help Links
Adding Help Links for New Applications
Customizing Help Content
Adding Help Content
Migrating Help
Global Deployment
Language Folders
Localizing Online Help
Help Source Files
Employee Application Files
Customer Application Files
Cascading Style Sheet
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