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دانلود کتاب Oracle. Developing and Deploying Siebel Business Applications

دانلود کتاب اوراکل. توسعه و استقرار برنامه های تجاری Siebel

Oracle. Developing and Deploying Siebel Business Applications

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Oracle. Developing and Deploying Siebel Business Applications

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Version 8.1, Rev A
December 2010
http://docs.oracle.com/
Copyright © 2005, 2010 Oracle and/or its affiliates. All rights reserved.
Contents
Developing and Deploying Siebel Business Applications 1
Chapter 1: What’s New in This Release
Chapter 2: Overview of Developing a Siebel Application
About Developing a Siebel Application 11
Stages of Developing a Siebel Application 12
Documents You Use During the Design Stage 12
Testing You Perform When You Develop a Siebel Application 14
Overview of the Deve
lopment Environment 17
About the Local Develo
pment Environment 18
About the Siebel Object Architecture 20
Typical Team Members of a Development Project 21
About The Business Case This Book Uses 22
Overview of the NREC Business Case 22
NREC Business Objectives 23
NREC User Profiles 24
NREC Access Requirements 24
NREC Business Requirements 25
NREC Development Strategy 27
Siebel CRM Functionality Th
at NREC Plans to Use 28
NREC Design Strategy 28
Roadmap for Developing a Siebel Application 31
Chapter 3: Installing Software, Adding Users, and Creating
the Company Structure
Installing Software for a Siebel Application 33
Process of Adding Users 36
Creating Database Users 36
Modifying the Configuration File for the Siebel Client 37
Creating Responsibilities 38
Adding Users to a Siebel Application 41
Process of Creating the Company Structure 42
Creating an Organization 43
Creating Positions and Position Skills 44
Creating a Partner Organization 48
Chapter 4: Setting Up the Development Environment
Process of Setting Up the Development Environment 51
Setting Up Local Databases 51
Setting Up Siebel Tools 59
Chapter 5: Configuring the User Interface
Process of Configuring the User Interface Layer 63
Removing Screens from a Siebel Application 63
Removing Views from a Screen 65
Removing Fields from an Applet 66
Adding Fields to Applets 68
Verifying Your Configuration 72
Chapter 6: Configuring the House and Opportunity Entities
Process of Configuring the House Detail View 73
Examining Business Requirements for the House Detail View 73
Adding Columns to the Products Table 75
Configuring the Internal Pr
oduct Business Component 77
Configuring Text for Labels and
Other User Interface Elements 78
Modifying the Product List Applet 81
Modifying the Product Form Applet 83
Creating the House Detail View 84
Creating the Houses Screen 85
Compiling, Registering, and Testing the House Detail View 88
Process of Configuring the House Detail - Appraisals View 88
Examining Business Requirements for th
e House Detail - Appraisals View 88
Creating the Appraisals Business Component 90
Creating a Link Between Houses and Appraisals 92
Associating the Appraisals Business Co
mponent with a Business Object 93
Creating the Appraisals List Applet 94
Creating the House Detail - Appraisals View 95
Adding the House Detail - Appraisa
ls View to the Houses Screen 95
Compiling, Registering, and Testing th
e House Detail - Appraisals View 96
Process of Configuring the Opportunity Details View 97
Examining Business Requirements for the Opportunity Details View 97
Adding Columns to the Opportunity Table 98
Adding Fields to the Opportunity Business Component 99
Modifying the Opportunity List Applet 99
Modifying the Opportunity Form Applet 101
Compiling, Registering, and Testing the Opportunity Details View 103
Chapter 7: Configuring Pick
lists, Drilldowns, and MVGs
About Picklists and Drilldowns 105
About Picklists 105
About Drilldowns 106
Process of Configuring Picklists, Drilldowns, and MVGs 107
Creating Static Picklists 107
Creating a Dynamic Picklist 109
Constraining a Picklist 111
Creating a Dynamic Drilldown 112
Configuring a Multi-Value Group 113
Chapter 8: Configuring Logos, Banners, and Colors
Overview of Configuring Logo
s, Banners, and Colors 117
About User Interface Elements 118
About Developing Web Templates 120
Process of Configuring Logos, Banners, and Colors 120
Examining Business Requirements for Conf
iguring Logos, Banners, and Colors 121
Adding a Custom Logo to the Banner 122
Modifying the Banner Color 124
Modifying the Screen Bar and View Bar Colors 125
Modifying Applet Colors 126
Chapter 9: Configuring Siebel
CRM to Use Data From an
External Data Source
Process of Configuring Siebel CRM to Use Da
ta From an External Data Source 129
Examining Business Requirements for Using
Data from an External Data Source 129
Creating a Business Service 130
Creating a Virtual Business Component 133
Creating a Link Between Houses and House Renovations 134
Modifying the Business Object 135
Displaying Custom Fields in the Siebel Client 135
Compiling and Testing Your Changes 137
Documenting Your Configuration in
an Entity Relationship Diagram 138
Chapter 10: Assigning Objects and Automating Business
Processes
Customizing How Siebel CRM Assigns Objects 141
Process of Automating a Business Process 144
Examining Business Requirements for Automating a Business Process 145
Configuring Siebel Communications Server 145
Creating an Email Template 145
Creating and Deploying a Workflow Process 147
Creating a Workflow Policy 149
Running the Generate Trigge
rs Server Component 151
Defining and Starting a New Workflow Monitor Agent 152
Filtering Records According to a User Profile 153
Chapter 11: Configuring Siebel Remote
About Siebel Remote 159
Process of Configuring Siebel Remote 160
Setting Up the Siebel Remote Server 160
Setting Up a New Siebel Remote User 160
Registering a Siebel Mobile Web Client 161
Extracting, Initializing, and Sync
hronizing the Remote Database 162
Chapter 12: Setting Up the Test Environment
Process of Moving Data to the Test Environment 165
Moving Repository Data 165
Moving Web Templates, Image Files, and Cascading Style Sheets 167
Moving Nonrepository Data 168
Process of Loading CRM Data in the Test Environment 168
Loading the Interface Tables 169
Adding the EIM Configuration File 170
Disabling Transaction Logging 173
Running the Enterprise Integration Manager 173
Administering the Test Environment 175
Chapter 13: Common Software Development Tasks
Using Siebel Tools 177
Displaying the Object Explorer 177
Displaying the Object List Editor 178
Displaying the Properties Window 178
Opening a Wizard 178
Opening the Web Layout Editor 178
Setting Options in Siebel Tools 180
Process of Modifying Siebel Objects 181
Checking Out Projects from the Siebel Server 181
Making Configuration Changes 182
Compiling Projects 182
Logging In as the Siebel Administrator 183
Registering a New View 184
Verifying Your Changes 185
Checking Projects In to
the Siebel Server 185
Options for Managing Objects 186
Chapter 14: Guidelines fo
r Testing a Deployment
Guidelines for Integration Testing 189
Guidelines for User
Acceptance Testing 190
Guidelines for Performance Testing 191
Guidelines for Continuous Improvement 192
Benefits of Functional Test Automation 193
Benefits of Load Test Automation 194
Appendix A: Code for
NREC Business Services
Code for the General Function 197
Code for the Service Function 203
Index




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