Siebel: Siebel 8.0 Essentials

Course Overview

Siebel Essentials is a comprehensive, technical course designed for implementation team members involved in the installation, configuration, or administration of Siebel CRM applications. The course provides students with information about Siebel CRM applications architecture, functionality, and configuration. Through hands-on labs, course participants learn about Siebel application navigation, data manipulation and queries.

Students also learn the fundamental architectural concepts and structures of Siebel CRM applications, including data access control, data exchange mechanisms, work process, and business logic automation capabilities. Understanding Siebel CRM application design and functionality is essential to effectively execute and maintain a Siebel implementation.

This course also teaches students how to perform the major tasks required for an initial Siebel deployment, including configuring a Siebel CRM application. During the hands-on labs, course participants use Siebel Tools to create a configured Siebel CRM application, as well as perform an initial data load for the configured application. Server administration tasks are also explained, and the course teaches participants how to migrate data between development and test environments.

Audience

• Application Developers
• Database Administrators
• Developer
• Forms Developer
• Support Engineer
• Technical Administrator
• Technical Consultant

Skills Gained

• Configure a Siebel application
• Describe the steps required to install Siebel application software to set up your enterprise
• Define your company structure
• Describe the Siebel application architecture
• Navigate the Siebel application user interface
• Populate and migrate data into the Siebel database
• Automate business rules in your Siebel application
• Secure access to Siebel applications and data
• Migrate data between environments

Prerequisites

• Familiarity with Web-based and client/server applications
• Familiarity with application development
• Basic Windows or NT navigation and file-management skills
• Understanding of basic relational database concepts

Course Outline

Using Siebel CRM

• Understanding Siebel Applications
• Navigating Siebel Applications
• Working with Siebel Data

Controlling Access to Data

• Responsibilities and Views
• Users, Positions, and Organizations
• Implementing the Company Structure
• Controlling Access to Customer Data
• Controlling Access to Master Data

The Siebel Web Architecture

• The Siebel Web Client
• The Siebel Enterprise
• The Siebel Gateway Name Server
• The Siebel Server
• The Siebel Web Server Extension
• The Siebel Filesystem
• The Siebel Database Server

Managing the Siebel Enterprise

Siebel Client Types

• The Siebel Web Client
• The Siebel Mobile Web Client
• The Siebel Wireless Web Client
• The Siebel Handheld Client
• The Siebel Developer Web Client

Installation and Security

• Securing Access to the Application
• Installing Siebel Applications

The Siebel Application Architecture

• Siebel Object Types and Object Definitions
• The Siebel Data Model
• Business Components
• Party Business Components
• Business Objects

Configuring Siebel Applications

• Configuration Strategy
• Setting Up a Developer
• Managing Object Definitions
• Configuring User Interface Objects
• Configuring Business Layer Objects
• Configuring Data Layer Objects

Automating Business Processes

• Siebel Business Services
• Building and Testing Siebel Workflows
• Deploying and Invoking Siebel Workflows
• The Task UI
• Creating a Task
• Siebel Business Rules
• Creating Siebel Business Rules

Assignment Manager

• Assignment Rules
• Tailoring Assignments
• Invoking Assignment Manager

Data Integration

• Introducing Enterprise Integration Manager
• Creating Data Maps
• Running Enterprise Integration Manager

Application Deployment Manager

• Introducing Application Deployment Manager
• Deploying Application Customisations