Siebel: Implementation Case Study (Siebel 8.0)

Course Overview

This course gives students an opportunity to perform the tasks required for a Siebel deployment, including installing and configuring a Siebel application. After reading a detailed case scenario involving a fictional company, course participants install the Siebel software, use Siebel Tools to create a custom Siebel application that meets a defined set of business requirements, perform an initial data load for the customized application, and implement the required business process automation.

Students form teams and use the background information provided for the case study company to complete implementation tasks for a real world proof-of-concept. The case study approach allows students to practice many of the skills they acquired in previous training, as well as go into more depth to study areas of particular interest. Upon completion of the case study, student teams share their work with fellow classmates to learn different approaches to the same challenges.

Install Siebel software and perform initial configuration tasksCustomize a Siebel applicationLoad data into the Siebel databaseAutomate business processes using the Siebel applicationImplement business requirements from a case study scenarioWork as a team to implement a proof-of-concept Siebel application

Audience

• Functional Implementer
• Project Manager
• Support Engineer
• Technical Consultant

Prerequisites

• Siebel 8.0 Essentials or equivalent
• Siebel 8.0 Essentials

Skills Gained

• Install software to set up a Siebel enterprise
• Create the company structure
• Create a catalog with restricted access
• Import legacy corporate data
• Configure a Siebel application to meet a company's business requirements
• Implement business process automation using Siebel Workflow, Assignment Manager, State Model, and Task UI

Course Outline

Installing the Siebel Application

• Installing the Siebel Gateway and Enterprise
• Installing the Siebel Server
• Installing the Siebel Web Server Extension
• Installing Siebel Tools

Importing Legacy Data

• Performing Data Mapping
• Creating Import Configuration (.ifb) Files
• Running Import Jobs
• Administering Imported Data

Implementing Business Process Automation

• Creating assignment rules
• Running Assignment Manager
• Creating and invoking workflow processes
• Creating work-flow policies
• Using State Model to constrain state transitions
• Creating a guided user interface with Task UI