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Siebel 8.0 Essentials Volume I • Student Guide D46318GC10 Edition 1.0 April 200

Siebel 8.0 Essentials Volume I • Student Guide D46318GC10 Edition 1.0 April 2007 D49908 ® Oracle Internal & Oracle Academy Use Only Copyright © 2007, Oracle. All rights reserved. Disclaimer This document contains proprietary information and is protected by copyright and other intellectual property laws. You may copy and print this document solely for your own use in an Oracle training course. The document may not be modified or altered in any way. Except where your use constitutes "fair use" under copyright law, you may not use, share, download, upload, copy, print, display, perform, reproduce, publish, license, post, transmit, or distribute this document in whole or in part without the express authorization of Oracle. The information contained in this document is subject to change without notice. If you find any problems in the document, please report them in writing to: Oracle University, 500 Oracle Parkway, Redwood Shores, California 94065 USA. This document is not warranted to be error-free. Restricted Rights Notice If this documentation is delivered to the United States Government or anyone using the documentation on behalf of the United States Government, the following notice is applicable: U.S. GOVERNMENT RIGHTS The U.S. Government’s rights to use, modify, reproduce, release, perform, display, or disclose these training materials are restricted by the terms of the applicable Oracle license agreement and/or the applicable U.S. Government contract. Trademark Notice Oracle, JD Edwards, PeopleSoft, and Siebel are registered trademarks of Oracle Corporation and/or its affiliates. Other names may be trademarks of their respective owners. Author Siebel Curriculum Development Team Technical Contributors and Reviewers Siebel Review Team Publisher Joseph Fernandez Oracle Internal & Oracle Academy Use Only iii Contents Module i: Siebel 8.0 Essentials Training Module 1: Introducing Siebel Applications Module 2: Using the Siebel Web Client Module 3: Working With Siebel Data Module 4: Responsibilities and Views Module 5: Users, Positions, and Organizations Module 6: Controlling Access to Customer Data Module 7: Catalogs and Master Data Module 8: The Siebel Web Architecture Module 9: Server Components and Parameters Module 10: Server Management Module 11: Siebel Client Types Module 12: Securing Access to the Application Module 13: Installing Siebel Applications Module 14: Siebel Application Architecture Module 15: Using Siebel Tools to Examine Object Definitions Module 16: The Siebel Data Model Module 17: Siebel Business Components Module 18: Siebel Party Business Components Module 19: Siebel Business Objects Module 20: Configuration Strategy Module 21: The Configuration Process Module 22: Managing Object Definitions Module 23: Editing and Compiling Object Definitions Module 24: UI Layer Configuration: Web Templates Module 25: UI Layer Configuration: Applets Module 26: UI Layer Configuration: Applications, Screens, and Views Module 27: UI Layer Configuration: Drilldowns Module 28: Business Layer Configuration: Joins Module 29: Business Layer Configuration: Existing Business Components and Fields Oracle Internal & Oracle Academy Use Only iv Module 30: Business Layer Configuration: New Business Components and Fields Module 31: Business Layer Configuration: Picklists Module 32: Configuring Multi-Value Groups Module 33: Data Layer Configuration Module 34: Siebel Business Services Module 35: Building Siebel Workflow Processes Module 36: Testing and Deploying Workflow Processes Module 37: Executing Workflow Processes Module 38: Using Workflow Policies Module 39: Siebel Task UI Module 40: Task UI: Creating a Task Module 41: Transient Business Components and Branching Module 42: Siebel Business Rules Module 43: Creating Business Rules Module 44: Introducing Siebel Assignment Manager Module 45: Creating Assignment Rules Module 46: Tailoring Assignment Manager Behavior Module 47: Invoking Siebel Assignment Manager Module 48: State Models Module 49: Introducing Enterprise Integration Manager Module 50: Creating Data Maps Module 51: Running Enterprise Integration Manager Module 52: Introducing Application Deployment Manager Module 53: Deploying Application Customizations Oracle Internal & Oracle Academy Use Only Siebel 8.0 Essentials Training i.1 Siebel 8.0 Essentials i Copyright © 2007, Oracle. All rights reserved. Module i: Siebel 8.0 Essentials Training Siebel 8.0 Essentials i Oracle Internal & Oracle Academy Use Only Siebel 8.0 Essentials Training i.2 Siebel 8.0 Essentials 2 of 18 Copyright © 2007, Oracle. All rights reserved. Module Agenda This module provides an introduction to the: ` Instructor and class participants ` Training site information ` Course: Audience Prerequisites Goal Objectives Methodology Materials Agenda Oracle Internal & Oracle Academy Use Only Siebel 8.0 Essentials Training i.3 Siebel 8.0 Essentials 3 of 18 Copyright © 2007, Oracle. All rights reserved. Instructor and Class Participants Who are you? ` Name ` Company ` Role What is your prior experience? ` Siebel Applications ` Relational database How do you expect to benefit from this course? i Oracle Internal & Oracle Academy Use Only Siebel 8.0 Essentials Training i.4 Siebel 8.0 Essentials 4 of 18 Copyright © 2007, Oracle. All rights reserved. Training Site Information Bathrooms Telephones Fire Exits Class duration and breaks Meals and refreshments Questions? Oracle Internal & Oracle Academy Use Only Siebel 8.0 Essentials Training i.5 Siebel 8.0 Essentials 5 of 18 Copyright © 2007, Oracle. All rights reserved. Course Audience This course is designed for implementation teams ` Application developers ` System architects and configurators ` Database administrators ` Systems administrators i Oracle Internal & Oracle Academy Use Only Siebel 8.0 Essentials Training i.6 Siebel 8.0 Essentials 6 of 18 Copyright © 2007, Oracle. All rights reserved. Course Prerequisites Basic Windows or NT navigation and file-management skills Understanding of basic relational database concepts Familiarity with application development Familiarity with Web-based and client/server applications Oracle Internal & Oracle Academy Use Only Siebel 8.0 Essentials Training i.7 Siebel 8.0 Essentials 7 of 18 Copyright © 2007, Oracle. All rights reserved. Course Goal To enable participants to identify and perform tasks required for an initial Siebel 8 Application deployment i Oracle Internal & Oracle Academy Use Only Siebel 8.0 Essentials Training i.8 Siebel 8.0 Essentials 8 of 18 Copyright © 2007, Oracle. All rights reserved. Course Objectives Navigate the Siebel application user interface Secure access to Siebel applications and data Define your company structure Describe the Siebel application architecture Describe the steps required to install Siebel application software to set up your enterprise Configure a Siebel application Automate business rules in your Siebel application Populate and migrate data into the Siebel database Migrate data between environments Oracle Internal & Oracle Academy Use Only Siebel 8.0 Essentials Training i.9 Siebel 8.0 Essentials 9 of 18 Copyright © 2007, Oracle. All rights reserved. Course Methodology Subject matter is delivered via: ` Lecture and slide presentations ` Software demonstrations ` Class discussions ` Hands-on labs i Oracle Internal & Oracle Academy Use Only Siebel 8.0 Essentials Training i.10 Siebel 8.0 Essentials 10 of 18 Copyright © 2007, Oracle. All rights reserved. Course Materials Student Guide ` All slides presented during lecture ` Notes that point to Siebel Bookshelf references Lab Guide ` Hands-on lab exercises and solutions Oracle Internal & Oracle Academy Use Only Siebel 8.0 Essentials Training i.11 Siebel 8.0 Essentials 11 of 18 Copyright © 2007, Oracle. All rights reserved. Overview of Course Flow 4. Installation and Security 2. Access Control and Organization Setup 3. Physical Architecture and Management 5. Siebel Application Architecture 7. Siebel Workflow 8. Configuring Business Logic 9. Data Loads 1. Using Siebel CRM 6. Application Configuration 10. Application Deployment i Oracle Internal & Oracle Academy Use Only Siebel 8.0 Essentials Training i.12 Siebel 8.0 Essentials 12 of 18 Copyright © 2007, Oracle. All rights reserved. Course Agenda Using Siebel CRM ` 1: Introducing Siebel Applications ` 2: Using the Siebel Web Client ` 3: Working with Siebel Data Access Control and Organization Setup ` 4: Responsibilities and Views ` 5: Users, Positions, and Organizations ` 6: Controlling Access to Customer Data ` 7: Catalogs and Master Data Physical Architecture and Management ` 8: The Siebel Web Architecture ` 9: Server Components and Parameters ` 10: Server Management ` 11: Siebel Client Types Oracle Internal & Oracle Academy Use Only Siebel 8.0 Essentials Training i.13 Siebel 8.0 Essentials 13 of 18 Copyright © 2007, Oracle. All rights reserved. Course Agenda Continued Installation and Security ` 12: Securing Access to the Application ` 13: Installing Siebel Applications Siebel Application Architecture ` 14: Siebel Application Architecture ` 15: Using Siebel Tools to Examine Object Definitions ` 16: The Siebel Data Model ` 17: Siebel Business Components ` 18: Siebel Party Business Components ` 19: Siebel Business Objects ` 20: Configuration Strategy ` 21: The Configuration Process i Oracle Internal & Oracle Academy Use Only Siebel 8.0 Essentials Training i.14 Siebel 8.0 Essentials 14 of 18 Copyright © 2007, Oracle. All rights reserved. Course Agenda Continued Application Configuration ` 22: Managing Object Definitions ` 23: Editing and Compiling Object Definitions ` 24: UI Layer Configuration: Web Templates ` 25: UI Layer Configuration: Applets ` 26: UI Layer Configuration: Applications, Screens, and Views ` 27: UI Layer Configuration: Drilldowns ` 28: Business Layer Configuration: Joins ` 29: Business Layer Configuration: Existing uploads/Industriel/ siebel-guide.pdf