Oracle Siebel CRM 8 Developer's Handbook -- Table of Contents -- Oracle Siebel CRM 8 Developer's Handbook -- Credits -- About the Author -- About the Reviewer -- www.PacktPub.com -- Support files, eBooks, discount offers and more -- Why subscribe? -- Free access for Packt account holders -- Instant updates on new Packt books -- 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 -- Sales-Update Customer -- Sales-Retail Order -- Marketing-Campaign Tracking -- Requirements for AHA -- Sales-Update Customer -- Sales-Retail 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.