Siebel 8.1.x Tools Vol2_D63750.pdf

Siebel 8.1.x Tools

Volume II • Student Guide

D70458GC11

Edition 1.1

November 2009

D63750

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Copyright © 2009, Oracle. All rights reserved.

Disclaimer

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Table of Contents

Volume I: Lesson i Course Introduction Lesson 1 Configuring a Siebel Application Lesson 2 Using a Local Development Environment Lesson 3 Editing and Compiling Object Definitions Lesson 4 Managing Object Defintions Lesson 5 Siebel Web Templates Lesson 6 Configuring Form Applets Lesson 7 Configuring List Applets Lesson 8 Configuring Views Lesson 9 Configuring Applications and Screens Lesson 10 Business Components and Joins Lesson 11 Party Business Components Volume II: Lesson 12 Business Components and Fields Lesson 13 Business Objects and Links Lesson 14 Creating a New Business Component Using a Standard 1:M

Extension Table Lesson 15 Extending the Siebel Database Lesson 16 Additional Data Layer Configuration Lesson 17 Configuring Drilldowns and Applet Toggles Lesson 18 Configuring Picklists Lesson 19 Configuring Multi-Value Groups Lesson 20 Configuring Access Control Lesson 21 Configuring User Properties Lesson 22 Migrating Repository Changes Lesson 23 Troubleshooting

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Siebel 8.1.x Tools 12 - 1


Business Components and Fields

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Copyright © 2008, Oracle. All rights reserved.12 - 2

Objectives

After completing this module you should be able to:• Edit business component properties to capture business

logic• Edit field properties to capture business logic

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Business Component Properties

• Determine the behavior of business components– Implement business logic

• Include:– Properties for editing

— No Delete— No Insert— No Merge— No Update

– Owner Delete– Search Specification– Sort Specification

More

Business Component PropertiesReference: “Configuring Business Components” in Configuring Siebel Business Applications

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Business Component Editing Properties

• Set editing properties in the business component to prevent deleting, inserting, merging, and updating records– Example: To maintain record continuity, users cannot delete

or change price lists once they have been created• Applies to all interactions with a business component

including applets, workflows, and so forth

All editing disabled

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Applet Editing Properties

• These editing properties also appear on applets• Set the business component editing properties to FALSE

– Allows some applets to be read only (set applet editing properties = TRUE) and others to allow editing (set applet editing properties = FALSE)

Setting properties for a business component affects all applets referencing this BC

. . .can be customized for each applet

Business Component Applet

Applet Editing PropertiesThe editing properties on business components are ignored in a set of special views in which the (view) admin mode flag is set to TRUE. These views are typically reserved for administrators and allow them to create, edit, and delete instances of business components that regular users can only read.

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Owner Delete Property

• Set the Owner Delete property to TRUE to enable only the owner of a record to delete the record– For team-based business components the owner of the

record is the primary on the team

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Search Specification Property

• Specifies a subset of records to be retrieved by the business component– Consists of field names, constants, functions, logical

operators, and comparison operators – Typically used when there are multiple business components

based on the same table

Field name in [ ]. . .

Logical operator

Operator Function

. . .must match exactly

Search Specification PropertyThe search specification illustrated in the slide retrieves contacts for which:

• the Personal Contact flag is “N” OR• the Personal Contact flag is “Y” and the owner of the contact is the user logged in to

applicationThis retrieves all the regular (non personal) contacts as well as the personal contacts associated with the user.

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Search Specification Considerations

• Search specifications appear on applets as well– A search specification on the applet is combined (using an

AND) with a search specification on the BC to generate the WHERE clause in the resulting SQL statement

— Predefined queries will also contribute to the WHERE clause

• Beware of mutually exclusive search specifications

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Sort Specification Property

• Determines the sort order of the retrieved records– Use (DESC) or (DESCENDING) to sort field in reverse order– Cannot be set at the applet level

. . .configure a sort specification

Must match exactly

To sort by last name, then first

name. . .

Ensure that an index exists to support the sort spec;

(index columns must be in same order as the sort spec)

Columns for fields in sort spec

Sort Specification PropertyA sort specification should have a corresponding index to allow the records to be retrieved and sorted efficiently, as indexes permit the records to be retrieved in sorted order. If there is no corresponding index, retrieval of the records will take much longer as records have to be sorted on-the-fly as they are being retrieved.Users can select the sort order for records displayed in a list applet by clicking on column headings for sort-enabled columns.

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Expression Builder

• Use the expression builder to examine and edit search and sort specifications

Click the … to invoke the

expression editor

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Business Component Field Properties

• Fields can be configured to implement desired business logic using the following field properties:– Required– Read Only– Force Case– Validation– Validation Message– Predefault– Post Default– Calculated Value

More

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Required and Read Only Properties

• Setting Required to TRUE prevents the user from leaving the field blank

• Setting Read Only to TRUE prevents the user from editing the value

1. Contacts require last names

2. Required field marked with asterisk

3. Attempting to save without last name causes

error message

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Force Case Property

• Specifies a case for a field value• Valid values:

– UPPER– LOWER– FIRSTUPPER

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Validation Property

• Checks a validation rule when a record is saved to ensure that the field data is valid

• Can refer only to business component fields in the same record

Constant

Operator

Field name

Logical operator

Function

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Validation Message

• Specifies a custom message to be displayed when a business component (BC) field’s Validation property is violated– Specify Message Display Mode to select information

displayed

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Displaying A Validation Message

• Custom message is displayed when an invalid field is entered

Bad field value causes display of customized user error message

Error code

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Predefault Value Property

• Automatically assigns a value to a field for a new record before the record is displayed to the user for editing– Expression can refer to other fields in the business

component or to fields in its parent business component

Field in parent BC

Field in this BC

Predefault Value PropertyThe Parent: ’BusComp:Field’ Function

• The Parent: “BusComp:Field” function returns the value of the Field from the parent BusCompbusiness component. In the example on the slide, the Opportunity field in the Quote business component is assigned the value from the Name field in the Opportunity parent business component. If the Quote business component is not currently in the context of an Opportunity business object then no value will be assigned.

• You can have multiple 'BusComp.Field' parameters separated by commas; the list is checked from first to last until a value is found. You can also terminate a chain of Parent calls with a System call—for example: Parent: 'Opportunity.Currency Code', 'Account.Currency Code', System: Currency

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Post Default Value Property

• Assigns a value to a field, if not entered by the user, before the record is inserted into the database– Expression uses the same syntax as predefault value

Assigns the Quote Number only if the user does not enter a value for Name

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Calculated Field

• Derives its value from the values in other fields in the business component

• Is not stored in the database and column property is blank• Is configured by setting the Calculated property to TRUE

(checked) and entering an expression in the Calculated Value property

Column property is blank because

calculated fields are not stored in the database

Calculated FieldSince the value of calculated fields are not stored in the database, the values of such fields are calculated whenever they are retrieved. Application performance might be affected if the calculations are complex.

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Calculated Value Property

Is an expression built from:• Field names in the same business component• Field names from the parent business component

– Current BC must be the child in a detail view• Standard functions• String, numeric, and logical operators

System functions

Calculated Value PropertyExpressions for Calculated Values

• A description of the functions that can be included in calculation expressions can be found in Siebel Developer's Reference > Operators, Expressions, and Conditions > Functions in Calculation Expressions in the Siebel Tools Online Help.

IIF Function• The IIF(tesval,exp1,exp2) function evaluates testval. If testval is TRUE it returns the value of

exp1, otherwise it returns the value of exp2.

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Restrictions on Calculated Fields

• Calculated fields are read-only• Application does not validate values of calculated fields• Sorting on calculated fields is not supported• Querying on calculated fields is supported

– Performance depends upon whether functions in the query expression can be incorporated into the SQL statement

Restrictions on Calculate FieldsWhen a query is performed on a calculated field, the action taken by the Siebel application (and thus the resulting performance) depends on which functions are used within the calculation. Functions that can be incorporated directly into the SQL statement are incorporated. Functions that cannot be directly incorporated, such as If() and Lookup(), result in testing each record in the business component to determine which records to display to the user, at a considerable performance cost.

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Lesson Highlights

• Business component properties can be configured to specify the behavior of the business component such as:– Editing (insert, delete, update, and merge)– Searching and sorting

• Field properties can be configured to specify:– Required and read only– Pre and post default values– Calculated values– Validation

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Practice 12 Overview: Business Components and Fields

This practice covers the following topics:• Configuring field properties

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Business Objects and Links

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Objectives

After completing this module you should be able to:• Describe the role of business objects and links• Create links and business objects

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Business Objects (BOs)

• Provide a way to organize business components (BCs) into major areas according to your business logic requirements

• Provide the foundation for views

TableColumn

Screen Application

BusinessComponent

BusinessObject

ViewApplet

Field

List Column or Control

DataLayer

1 or many

References

UILayer

BusinessLayer

Business Objects (BOs)Reference: “Configuring Business Objects” in Configuring Siebel Business Applications

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Business Objects (BOs)

• Are a collection of related business components (BCs) that represent a major area of the business

• Include:– A parent business component– Multiple child business components– Links that relate the parent and child data

Action

Opportunity

Contact Source

Opportunity

Parent BC

Child BC

Link that relates parent

and child

Business Object

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• Identifies the name of the business object– Is usually named for the parent business component

Business Object Definition

Action

Opportunity

Contact Source

Opportunity

Business Object DefinitionThe primary business component property in the business object definition identifies the parent or master business component in a business object. It is an optional field and not required for all business objects. The parent business component can be determined by inspecting the business object components for the component with a blank link property.The primary business component property does not need to be specified to support views. However the property must be specified and is required to support Siebel workflows that reference the business object.

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Business Object Component

• Is a child object type of business object• Specifies a business component to include in the business

object– BusComp property identifies the business component– Link property identifies the Link object definition that relates

the parent and child business component to each other

Parent BC ( link property blank)

Child BCs

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Link Definition

• Identifies which records to retrieve from the child BC– Identifies the foreign keys to populate when new child

records are created• Is used with both 1:M and M:M relationships between

parent and child data

Action

Opportunity

Contact Source

Opportunity

Link

Link DefinitionReference: “Configuring Links" in Using Siebel Tools

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1:M Link Definition

• Is used for 1:M relationship between parent and child BCs

Defaults to parent BC/child BC

FK field in child BC

Child BC

Parent BC

PK field in parent BC(defaults to Id if blank)

1:M Link DefinitionLink object definitions are not child object types of business objects. Rather the Link object type is a top level object type. This allows link object definitions to be referenced by other object types. You will learn in a later lesson how multi value links reference links as well.

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Cascade Delete Property

• Specifies whether child records of a 1:M relationship are deleted when the parent record is deleted.– None: Neither deletes nor clears the foreign key column– Clear: Does not delete, but clears the foreign key column– Delete: If a parent record is deleted, all child records are

deleted

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Cascade Delete Property

• Set the Cascade Delete property as determined by business requirements– Child quotes should not be deleted when a parent

opportunity is deleted– Quote items should be deleted when the quote is deleted

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M:M Link Definition

• Is used for M:M relationship between parent and child business components

• Uses an intersection table to resolve the relationship

Intersection table

Child BC

Parent BC

FK on intersection that points to parent

FK on intersection that points to child

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Child Deletion for M:M Links

• Always set Cascade Delete to None• Set Inter Child Delete to:

– TRUE to delete both the entry in the intersection table as well as the child record when deleting a child record in the list applet in a detail view

– FALSE to delete only the entry in the intersection table and keep the child record

Deletes only the relationship not the contact itself

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Grandchild Business Components

• Business objects may include grandchild business components used in parent-child-grandchild views

Account (Parent BC)

Activity Plan (Child BC)

Activity Plan Action

(grandchild BC)

Activities associated with the selected activity plan

Activity plan associated with the account

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Links for Grandchild Data

• Specify how the child and grandchild business components are related– Are used to retrieve grandchild records on parent-child-

grandchild views

Parent/Child

Child/Grandchild

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Summary of Object Types

TableColumn

Screen Application

BusinessComponent

BusinessObject

ViewApplet

Field


DataLayer

UILayer

BusinessLayer

ScreenView Page Tab

ScreenMenu Item

Applet WebTemplate

AWTItem

View WebTemplate

VWTItem

Link Business ObjectComponent

Summary of Object TypesIn addition to the references from links to the business components and tables, there are also references in links to single value fields and columns. These references are not shown on the diagram for clarity.

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Lesson Highlights

• A business object represents a major area of the business• A business object consists of business components and

links that relate parent and child BCs• Link definitions specify the foreign and primary keys that

relate child and parent records– A 1:M link definition defines the FK on the child BC that

points to the PK on the parent BC– A M:M link definition uses an intersection table to relate the

parent and child BCs• BOs may include grandchild BCs

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Practice 13 Overview: Business Objects and Links

This practice covers the following topics:• Examining Links • Adding a New Business Object Component

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Creating a New Business Component Using a Standard 1:M Extension Table

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Objectives

After completing this module you should be able to:• Describe the structure of a 1:M business component• Create a new business component (BC) using a 1:M

extension table• Add the business component to a business object

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Business Challenge

• Siebel-provided business components capture most commonly-used business entities, but they do not cover every possibility

• Example: Sales organizations might record personal data about contacts, such as:– What colleges the contact attended

— Name of college, years attended, major field of study, sports played, honors received, and so on

– The contact’s favorite restaurants— Name and location, price range, type of cuisine, and so on

• Capturing this kind of information requires:– Multiple fields to capture the details– A 1:M relationship to the parent contact business component

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Solution: Create New Business Components

• To capture this information, create new business components as children of an existing business component

• Base these business components on 1:M extension tables supplied as part of the Siebel data model– For example, create college and restaurant child BCs of the

Contact parent BC

FavoriteRestaurants

Contact

CollegesAttended

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Review: 1:M Extension Table

• Exists in the repository for many tables• Has ATTRIB* predefined columns to store different types

of user data Name is name of parent table appended with _XM

Review: 1:M Extension TableReference: “Configuring Tables and Columns” in Configuring Siebel Business Applications

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Review: 1:M Extension Table

• Has NAME, TYPE, and PAR_ROW_ID column values– Together must be unique per row

• Table can store multiple different “types” of data– For example, Colleges and Restaurants

• TYPE column identifies the different types of data

Serve as a user key

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Create a New Business Component

• Create a new business component to represent the child entity– Use the Business Component wizard

• Specify the appropriate 1:M extension table as the base table– Example: S_CONTACT_XM

• Create fields that map to the following columns – NAME, TYPE, and PAR_ROW_ID

• Create additional fields that map to ATTRIB_ columns for additional data as required

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New 1:M Business Component

• Examine the business component and verify that it has the required fields

Must expose these. Can expose additional ATTRIB columns for other data.

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Multiple Business Components

• An _XM table can store multiple user-defined child business components

• Each business component has a unique type value– Stored in the TYPE column of the _XM table

• Each business component retrieves only those rows with its type value– Search Specification and Predefault Value properties must

be configured

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Set Values for Type

• Set a Predefault Value to identify the type of data being stored– This tags each record entered

• Set the Search Specification to search for rows of that type– Only records that have this type will be part of the BC

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Steps to Use the New BC

1. Create a link2. Assign BC to a business object3. Create a list applet4. Assign the applet to a view

– Create a new view if necessary and administer the new view

More

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1. Create a Link

• Specify how to relate the child business component to the parent

S_CONTACT_XMR

OW

_ID

PAR

_RO

W_ID

TYPE

NA

ME

ATTR

IB_01

FK

S_CONTACT

RO

W_ID

LAST_N

AM

E

Defaults to parent BC/child BC

PK

1. Create a LinkReference: “Configuring Links” in Configuring Siebel Business Applications

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2. Add BC to a Business Object

• Identify the business object that corresponds to the parent BC

• Add the child BC as a business object component– Set the Link property

Contact business object

Parent BC

Child BC Link relates parent and child

2. Add BC to a Business ObjectReference: “Configuring Business Objects” in Configuring Siebel Business Applications

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3. Create a List Applet

• Use the List Applet wizard to create an applet to display the data from the business component– To prevent users from changing the value, do not display the

Type field

Select File > New Object >

Applets and click List Applet

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4. Assign the Applet to a View

• Use the View wizard to create a new view based on the business object for the new BC

• Add the view to a screen• Administer the new view in the client

Select File > New Object and

click View

4. Assign the Applet to a ViewReference: “Configuring Screens and Views” in Configuring Siebel Business Applications

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Lesson Highlights

• Create a new BC as a child of an existing BC to capture new information that requires a 1:M relationship

• When possible, use predefined _XM tables to store the data

• Create a new business component and expose the NAME, TYPE, and PAR_ROW_ID columns– Configure the search specification and predefault value for

the business component to retrieve the desired records• Create a link definition to define the relationship between

the parent and child BC• Add the new BC to a business object, then create applets

and views to display data

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Practice 14 Overview: Creating a New Business Component Using a Standard

1:M Extension TableThis practice covers the following topics:• Creating a business component and link• Displaying the business component in a detail view

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Extending the Siebel Database

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Objectives

After completing this lesson you should be able to:• Create extension columns in a table• Create a custom table

– Standalone table– 1:1 extension table– 1:M extension table– Intersection table

• Apply database extensions

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Incorporating Additional Data

• Your business requirements may include:– Adding new fields to capture additional data– Creating new business components to capture additional

business entities• First examine the Siebel Data Model carefully to determine

whether the desired fields and business components already exist – Consider using a 1:M extension table for a new business

component that is a child of an existing business component

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Adding New Fields

• When the data model does not support the desired new fields, extend the as-delivered Siebel database by creating extension columns on base tables

• Avoid mapping new fields to existing columns that appear to be unused– The columns may be in fact used or could be used in future

releases• Avoid mapping new fields to the standard 1:1 extension

table– Some columns are already in use and others may be used in

future releases– Such fields may encounter performance issues

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Extending the Siebel Database

• Use Siebel Tools to extend the Siebel database by:– Creating extension columns on tables– Creating new tables

• Developers:– Create new object definitions for the database extension– Make the corresponding physical database changes– Do not directly create, use, or maintain SQL scripts

Extending the Siebel DatabaseReference: “Configuring Tables and Columns” in Configuring Siebel Business Applications

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Creating a Custom Extension Column

• Select the table to be extended• Create a new column record with the desired properties

– Name is automatically prefixed with X_

Extension column

Select data type and

length

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Creating a Stand-Alone Table

• Use the Table Wizard to create a new table

Select File > New Object and

click Table

Supports creating four types of tables

More

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Table Wizard

• Creates a standalone table with:– Data (Public) as its type– The required system columns– One index P1 on ROW_ID

System columns

Table WizardSee “Configuring Tables and Columns” in Configuring Siebel Business Applications for details about each of the system columns.

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Creating a 1:1 Extension Table

• Select a base table as input to the Table Wizard – Choice restricted to the Data (Public) type– Multiple extension tables relate directly to the base table, and

not to each other

Creating a 1:1 Extension TableIn most cases a new field should be mapped to an extension column in a base table rather than an existing column in a 1:1 extension table. This avoids possible performance issues associated with the required join. As such it is unlikely that you would be creating new 1:1 extension tables.However the database system you are using may have limitations on the size of a row in a database table or the number of columns permitted in a table. If this is the case, you may need to consider creating a 1:1 extension table.

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Creating a 1:1 Extension Table

• The Table Wizard creates an extension table with:– Required system columns– PAR_ROW_ID column as the foreign key column to the base

table– Two indexes:

— P1 index on ROW_ID— U1 index on PAR_ROW_ID and CONFLICT_ID

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Creating a 1:M Extension Table

• Select a parent table as input to the Table Wizard– Create if the parent table does not have an existing 1:M table– Choice restricted to the Data (Public) type

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Creating a 1:M Extension Table

• Table wizard creates a 1:M extension table with:– Data (Public) as its type– The required system columns– A PAR_ROW_ID column as the foreign key column to the

base table– TYPE and NAME columns– Three indexes:

— P1 index on ROW_ID— U1 index on PAR_ROW_ID, TYPE, NAME, and CONFLICT_ID— M1 index on TYPE and NAME

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Creating an Intersection Table

• Select both parent tables– Choices restricted to the Data (Public) type

• Specify the foreign key column name for each parent table

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Creating an Intersection Table

• Table Wizard creates an intersection table with:– Data (Intersection) as its type– Required system columns– Two foreign key columns as specified– Three indexes:

— P1 index on ROW_ID— U1 index on two foreign key columns, TYPE, and

CONFLICT_ID— F1 index on foreign key to second parent table

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Creating Foreign Keys

• Relationships can be created between tables– Create a foreign key column in one of the tables– Create join and link object definitions to make sure the

foreign key columns are properly populated

Assign the Foreign Key Table property to make the column a FK

Creating New Foreign KeysIn some cases, there may already be one or more foreign key columns that relate two tables. Each foreign key column formalizes a specific relationship. If you wish to create another relationship between the tables, it is recommended that you create a new foreign key column to formalize the new relationship. You should avoid repurposing one of the existing relationships (even if you are not planning to make use of it) because knowledge of the foreign keys is already captured in existing EIM mappings and dock objects.

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Propagating Database Changes to Other Developers

• Test changes locally before applying them to the server database– Reduces the likelihood of undesired changes to the server

schema• Best practices for changing the schema:

1. Apply Changes to the Local Database2. Propagate Changes to the Server Database3. Propagate Changes to Other Developers

More

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1. Apply Changes to the Local Database

• Click Apply/DDL to make the physical database changes– Choice to apply schema changes or generate DDL script– Changes are preserved across Siebel application upgrades

• Compile relevant objects and projects • Test changes locally before checking in to the server

– Query tables/columns using a database SQL utility

New table

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2. Propagate Changes to Server Database

• Check the project into the server– Copies the table and column object definitions

• Select the table and click Apply/DDL to make the physical database changes

• Click the Activate button to update the database schema version

• Compile and test against the server databaseServer Machine Developer A

WorkstationDeveloper B Workstation

Developer C Workstation

Apply

Check in

2. Propagate Changes to Server DatabaseAlternatively you can run the Database Configuration Utility to apply a set of schema changes to the server database.

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3. Propagate Changes to Other Developers

• Other developers need to apply changes to their local databases – Have other developers get or check out the project and apply

the changes locally– Alternatively re-extract developers and have them get all

projects— Ensure all work on the local machines has been checked in first

Server Machine Developer A Workstation

Developer B Workstation

Developer C Workstation

Get/Check Out

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Lesson Highlights

• Extend the Siebel database in Siebel Tools:– Add an extension column to an existing table– Use the Table wizard to create a standalone, 1:1 extension,

1:M extension, or intersection table• Best practices to modify Siebel database schema:

– Apply changes locally and test– Propagate changes to the server database– Propagate changes to other developers

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Practice 15 Overview: Extending the Siebel Database

This practice covers the following topics:• Exploring the Siebel database• Extending a Siebel database table• Creating a Siebel database table

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Additional Data Layer Configuration

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Objectives

After completing this lesson you should be able to:• Create custom indexes• Modify dock objects to incorporate extension tables• Extend a database table to support case-insensitive and

accent-insensitive (CIAI) queries

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Additional Considerations

• After creating a new column or database table, you might need to:– Create additional custom indexes– Create additional EIM mappings– Modify the dock objects

More

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Custom Indexes

• Custom indexes based on new columns can be created to improve database performance– Standard indexes cannot be modified or deleted– Work with the database administrator to determine whether

custom indexes are required• Custom indexes:

– Must be specified carefully— Consider consulting Oracle Expert Services

– Can impact the benefit of standard indexes– Need to be thoroughly tested prior to release to production

Custom IndexesCustom indexes are created using Siebel Tools to make sure that they can be migrated from development to test and production environments. In addition this allows developers to be aware of custom indexes when they are configuring search and sort specifications.Reference: “Configuring Tables and Columns” in Configuring Siebel Business Applications

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Creating a Custom Index

• Select the table• Create a child Index object definition

– Name is automatically suffixed with _X• Create new Index Column records to specify the columns

Custom Index

Specify sequence for multiple columns

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Enterprise Integration Manager (EIM)

• Is a server component that enables the batch exchange of data between a Siebel database and an external data source

• Moves data between Siebel EIM tables and Siebel base tables

External data

Siebel dataEIM

Tables

Base Tables

EIM

Enterprise Integration ManagerEnterprise Integration Manager in covered in detail in its own Oracle University course.

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EIM Mappings

• Identify the columns in a base table that are populated by columns in an EIM table– Are specified as child object types of the EIM Interface Table

object type• Are used by EIM when importing or exporting data

– New EIM mappings will need to be created to allow EIM processes to import data into or export data from new tables and columns

— For new columns in an extended or a new table:— Add a new column to an EIM table— Create a new mapping between the EIM and base table

— The EIM Mapping wizard can implement the configuration for many common scenarios

EIM MappingsReference: “Configuring EIM Interfaces” in Configuring Siebel Business Applications

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Dock Objects

• Are a set of related tables used to determine which records are synchronized with mobile users

• Consist of a driving table and other related tables– Are specified as Dock Object Table object definitions

Driving or primary table

Dock ObjectsReference: “Configuring Docking Rules” in Configuring Siebel Business Applications

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Types of Dock Objects

• Dock objects are classified into three types based on how records in tables are distributed during remote synchronization– Enterprise: allows all records to be synchronized– Private: prevents records from being synchronized– Limited: records are synchronized for particular users based

on characteristics of the remote user— Reduces the amount of data exchanged during synchronization— Provides remote users with data they need to have

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Dock Object Visibility Rules

• Limited dock objects have a set of rules that determine:– The users that receive updated or new records– The tables in a dock object from which they receive such

records

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Modifying Dock Objects

• Docks objects might need to be created or modified to allow records to be synchronized with mobile users when:– Creating a table– Adding a foreign key column to a new or an existing table

• Use the Dock Object wizard to create a new dock object for a new standalone table

• Consult Expert Services to modify existing dock objects

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Extending a Table to Support Case Insensitive Queries

• A database table can be extended to support case-insensitive and accent-insensitive (CIAI) queries– Restricted to columns of type text

• Process involves:– Creating a shadow column to store the value in the original

column in uppercase– Creating new indexes on the shadow column to permit rapid

access to records using the uppercase value

Shadow column to store Location in

upper case

S_ORG_EXTRO

W_ID

NA

ME

LOC

X_NA

ME_C

IX_LO

C_C

I

Extending a Table to Support Case Insensitive QueriesReference: “Configuring Tables and Columns” in Configuring Siebel Business Applications

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Creating CIAI

• Select the columns in the object list editor to convert to CIAI

• Right-click and select Case Insensitivity to invoke the CIAI wizard

Verifies columns and determines strategy

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CIAI Wizard

• Identifies columns and indexes to create• Applies them to the repository

CIAI WizardWhen you apply these repository changes to the physical database, the resultant changes are database dependent. In some databases the shadow columns are explicitly created, while in other databases the shadow columns are implemented by creating database indexes.

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Lesson Highlights

• Custom indexes based on new columns can be created to improve database performance

• Use the EIM Mapping wizard to allow EIM processes to import data into or export data from new tables and columns

• Dock objects may need to be modified to allow data to be synchronized with remote users– Use the Dock Object wizard to create a new dock object for a

new standalone table• Use the CIAI wizard to extend a table to support case-

insensitive and accent-insensitive (CIAI) queries

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Practice 16 Overview: Additional Data Layer Configuration

This practice covers the following topics:• Configuring case insensitive columns

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Configuring Drilldowns and Applet Toggles

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Objectives

After completing this lesson you should be able to:• Configure a drilldown to a related view• Configure a thread bar• Configure a toggle applet

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Navigation Using Drilldown

• You can configure list columns for drilldown– When the user clicks the hyperlinked value, the application

navigates to another view• You can configure drilldown as static or dynamic

– Static: Clicking the hyperlink always navigates to the same target view

– Dynamic: Clicking the hyperlink navigates to a target view determined by the value of a field in the record

Navigation Using DrilldownDrilldowns are not supported for controls in a form applet.Reference: “Configuring Screens and Views” in Configuring Siebel Business Applications

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Static Drilldown: Same Business Component

• Drill down to a detail view for the same record– Destination view uses the same business object and

business component (BC)

Drilldown on Order # shows

details for same record

View with business object Order Entry (Sales) and business component Order Entry - Orders

View with business object Order Entry (Sales) and business component Order Entry - Orders

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Configuring Drilldown Within the Same Business Component

• Create a drilldown object (child of applet)– Set the Hyperlink Field to the field to be enabled for drilldown– Set the View to the target view when the field is clicked

Specifies BC field to be enabled for drilldown

Specifies the target view

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Static Drilldown: Different Business Component

• Drill down to a detail view for a related record– Destination view uses a different business object and

business component (BC)

Drilldown on Account shows details for different record

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Configuring Drilldown to a Different Business Component

• Create a drilldown object (child of applet)– Set the Hyperlink Field and View properties as before– Specify how to identify the related record:

— Business Component: the BC the target view is based on— Source Field: the foreign key field that points to the target BC— Destination Field: the primary key field on the target BC

BC for target view

Foreign Key field

Primary Key field in target BC (defaults to Id)

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Dynamic Drilldown

• Enables drilldown to different views from the same hyperlink field– Determined by a value in a field for the active record

For Fixed Income opportunities go to

Opportunity Detail view

For Life Insurance opportunities go to

Policies/Quotes view

Dynamic DrilldownIn the example shown in the screen shot, the Deal Type field in the Opportunity business component is used to determine the destination view. The Deal Type field typically appears with a caption Product Line in opportunity form applets.

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Determining the Target View

• Identify one or more matching conditions to trigger drilling down to a specific target view– For example:

— If Deal Type = Life Insurance, go to INS Opportunity Detail -Policy View

— If Deal Type = Fixed Income, go to FINCORP Deal Debt View— Else go to Opportunity Detail - Contacts View

• Determine the order to check the matching conditions– Conditions can involve different fields– Multiple matches could occur for a given record

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Configuring Dynamic Drilldown

• Create multiple drilldown objects for the same hyperlink field– Each specifies a different target view

• Assign Sequence Numbers to determine the default drilldown object for the set

These drilldown objects have the same Hyperlink field but have

different target viewsDrilldown object with lowest sequence number is the default drilldown object

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Specifying the Conditions

• For the default drilldown object, configure a dynamic drilldown destination for each condition– Specify the Field, Value, and Sequence properties– Specify the Destination Drilldown Object property to

correspond to the desired target view• If no default condition is configured, the target view is

specified by the parent drilldown object

Target view for Deal Type =

Life Insurance

Default view if there are no matches

Specifying the ConditionsSequence

• The sequence property for a dynamic drilldown destination object definition determines the order in which the conditions are checked. The first match is used to determine the drilldown object with the target view. A sequence number is required since the conditions may not be mutually exclusive.

Determining the Destination View• As shown in the previous slide the Line of Business drilldown object has the lowest sequence

number so its dynamic drilldown destinations are checked. If the Deal Type = Life Insurance, the search stops after the first dynamic drilldown destination is checked. This specifies a destination drilldown object of Life Insurance View. This destination object (a sibling of the parent object definition) is then checked to determine that the target view is INS Opportunity Detail - Policy View.If the search through the dynamic drilldown destinations does not result in a match, then the view specified in the parent drilldown object (Line of Business) becomes the target view.

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Thread Bar

• Tracks the previous active record– Provides a hyperlink to the previous view

• Is updated whenever the user drill downs to a different business object

Thread bar shows the previous active records on which user drilled down

Thread BarThe browser back button can also be used to return to the previous record.

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Configuring the Thread Bar

• Set the thread bar properties to generate the thread bar to track user navigation

Text string at start of thread bar

Value in the thread field in the thread applet is added to the thread bar

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Applet Toggles

• You can configure several applets to share the same space in a view– You only add one applet to the view Web template– Users can switch this applet with others by an applet toggle

that you define on the applet

Agreement Notes View

Applet toggle

Applet TogglesReference: “Configuring Screens and Views” in Configuring Siebel Business Applications

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Configuring Applet Toggles

• Create a new applet toggle definition for each applet to be added to the toggle list– Create it on the applet defined in the view Web template

View Web template items for Agreement Notes View

Alternate applet in toggle cycle

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Togglebar Tag

• The toggle list will appear only if the applet template includes a SWE togglebar tag– Togglebar is rendered as a drop-down select control– Example:

Display applet titles in dropdown

<swe:togglebar type=“Select”>

<table>

<tr> <td> <swe:control id=“1”property=”DisplayName”> </td>

<td> <swe:this property=“FormattedHtml”/> </td>

</tr>

</table>

</swe:togglebar>

Example html from a template

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Dynamic Applet Toggling

• Automatically selects the applet to be displayed in a view based on the value of a field in the underlying business component– User does not explicitly select a toggle applet

User selects item of type Budget

Request…

…budget request applet is displayed

automatically

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Dynamic Applet Toggling

• When user selects a different inbox item, the lower applet toggles to an applet determined by the category of the item

User selects item of type SR…

…SR specific applet is displayed

automatically

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Configuring Dynamic Applet Toggling

• Create a child applet toggle for each possible field value – Set the Auto Toggle Field and Auto Toggle Value properties– Assign a sequence if conditions are not mutually exclusive

• If there are no matches, parent applet is displayedApplet assigned to view; displayed

only if no applet toggle match occurs

Configuring Dynamic Applet TogglingThe default toggle applet is the UInbox Item Task Toggle List Applet. Although it is a list applet, it is rendered in the view in the Edit mode and appears as a form applet.

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Lesson Highlights

• List columns or controls can be configured for drilldown• Drilldowns can be static or dynamic

– Static drilldowns always navigate the user to the same target view

– Dynamic drilldowns navigate the user to a target view determined by the values shown in the current view

– Static drilldowns can be configured to drill down to the same business component or to a different business component

• Toggle applets allow several applets to share the same space in a view– Applets are cycled by user selection

• Dynamic applet toggles display different applets in a view based on the value of a field in the business component

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Practice 17 Overview: Configuring Drilldowns and Applet Toggles

This practice covers the following topics:• Configuring drilldown• Configuring a dynamic drilldown • Configuring a dynamic toggle

Choose one to complete

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Configuring Picklists

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Objectives

After completing this lesson you should be able to:• Describe the differences between dynamic and static

picklists• Administer a static picklist • Configure a static or dynamic picklist

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Picklists

• Allow users to populate one or more single-value fields by selecting a value from a list– Enforces business rules and policies– Makes data entry faster– Reduces errors

• Can be either static or dynamicStatic Dynamic

Drop-down list

Separate Pick Applet

PicklistsReference: “Configuring Picklists and Pick Applets” in Configuring Siebel Business Applications

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Static Picklist

• Displays values in a drop-down list for user selection• Copies the selected value into a destination field

– There is no link to the original picklist data• Can be bounded or unbounded

– Bounded picklist forces users to enter only a value in the picklist

– Unbounded picklist permits users to enter any value into the field

— User entered value is not added to the picklist values

• Draws values from picklist data managed by an administrator – Values displayed in static picklists do not change during run

time as result of user activity

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Static PickList Values

• Are stored for all static picklists in the S_LST_OF_VAL table– Is a user data table in the application database

• Have a type that identifies the static picklist the value belongs to

Static PickList ValuesReference: “Creating and Administering Lists of Values” in Configuring Siebel Business Applications

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Administering Static Picklists

• Use the List of Values Explorer to administer static picklist data– Navigate to Administration - Data > LOV Explorer– Select an existing picklist– Expand the type and select the child Values folder– Edit the picklist values in the List of Values applet

Do not change names of Siebel-supplied values

OK to set inactive

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Administering Static Picklists Using Siebel Tools

• List of Values can also be administered from Siebel Tools– Select Screens > System Administration > List of Values– Query for the picklist type– Edit values in the object list editor– Create a picklist by:

— Creating a new LOV Type— Creating values for the LOV Type

Administering Static Picklists Using Siebel ToolsAny changes you make to the entries in the LOV table (whether by Siebel Tools or the Siebel client application) must be migrated from the development database to the test and production databases. Entries in the list of values are not complied into the .srf file, nor can they be checked into the server repository.

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Dynamic Picklist

• Displays values in a pick applet• Draws values from a business component (BC) whose

records are edited by users– Values are dynamic and depend on current BC records

• Copies the primary key of the selected record into the foreign key field – Updates the values of joined fields displayed in the applet

Draws values from the Account BC

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Picklist Terms

• Siebel picklists:– Are associated with a field in the originating business

component– Draws values from a pick business component

— Copies values from one or more fields in the pick BC into corresponding fields in the originating BC

Originating BC (Opportunity)

Pick BC (Account)

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PickList Generic Business Component

• Is the business component in the Siebel repository that references the S_LST_OF_VAL table

• Serves as the pick business component for Static picklists – Static picklists are based on PickList Generic

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Object Definitions for PickLists

• Implementing picklists requires configuring several object definitions:– PickList– Single Value Field and SVF Pick Map– Pick Applet (required for dynamic picklists)– Control and List Column

MoreStatic picklistDynamic picklist

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PickList Object Definition

• Defines a static or a dynamic picklist– Identifies the pick business component – Specifies if the picklist is bounded

Static picklist

Field in pick BC to query for value

PickList type in the LOV table

Pick BC

Dynamic picklist

Pick BC Not used in dynamic picklists

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Single Value Field and SVF Pick Map

• Picklist property in Single Value Field specifies which picklist is associated with the field– Users see a picklist at run time on applets displaying this

field• SVF Pick Maps identify one or more fields to be copied

from the pick BC to the originating BCPicklist assigned

to field

Copy value in Value field in selected picklist record to field in originating BC

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SVF Pick Maps

• Several fields from a picklist may be copied into the originating BC– For dynamic picklists, the following fields are typically copied

— Foreign key field to identify the picked record— Additional fields to update fields displayed in the UI

FK field populated with the Id of the

picked record

Name field copied to be displayed in the applet

SVF Pick MapsThere are numerous dynamic picklists in the as-delivered repository which are unbounded. In these cases the SVF pick map typically copies the value from a field, other than the primary key field, in the pick business component to a field in the originating business component. There is no mechanism to update the value in the originating business component if the value changes in the pick business component. Since the picklist is unbounded users are not restricted by the choices in the picklist, and can enter another value if desired.

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Pick Applet

• Is a floating applet used to display records for dynamic picklists– Typically displays multiple columns from the pick BC to

assist users with selecting the desired record

Account Pick AppletSelects one record only

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Control and List Column

• Set Runtime to TRUE to enable the picklist in the applet• For dynamic picklists, specify a Pick Applet property

– Identifies the applet to display the pick business component• For static picklists, leave the Pick Applet property blank

– Drop-down list is generated at run time

SIS Account List Applet

No applet assigned for static picklist

Control and List ColumnWhen a control or a list column has its Runtime property set to TRUE, the application at run time is directed to display a supplementary icon for the field, based on the values of Pick Applet and MVG Applet. For instance if a pick applet is specified, a single select button is displayed. In addition if neither applet is specified, then the application examines the type of underlying field to determine if an icon for a calculator, calendar, or currency pop-up applet should be displayed.

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Creating a Picklist

• Use the Pick List wizard to create a new picklist


Pick List

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Pick List Wizard Inputs for Static Picklists

• The project to contain the new picklist• The originating business component and field to assign the

picklist• Type of picklist (static)

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Defining the Static Picklist

• Wizard allows using either an existing picklist or creating a picklist based on a new set of list of values

Name of picklist

Type in the LOV table

Values added to LOV table

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Pick List Wizard

• Creates the following:– Values in the S_LST_OF_VAL table– A static PickList object definition that references the specified

LOV values– A SVF Pick Map to copy the LOV value to the specified field

in the originating BC• Sets Runtime to TRUE in the controls or list columns to

activate the picklist for users

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Pick List Wizard Inputs for Dynamic Picklists

• Project to contain the new picklist• The originating business component and field to assign the

picklist • Type of picklist (dynamic)

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Defining the Dynamic Picklist

• Wizard allows either using an existing dynamic picklist or creating a new dynamic picklist

Pick BC

Sort by

Optional search spec to restrict

choice of records

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Defining the Pick Maps

• Specify the editing requirements• Create one or more pick maps

– Map the primary key in the pick BC to the FK in the originating BC

Select values here and click Add

New mappings appear here

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Pick List Wizard

• Creates the following:– Picklist object definition that references the pick BC– SVF Pick Maps for the BC field with the picklist

• Sets Runtime to TRUE in the controls or list columns to activate the picklist for users

• Invokes the Applet wizard to create a pick applet if required

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Constrained Picklist

• Filters values dynamically to display only those records with one or more fields that match corresponding fields in the originating BC record

Displays only contacts from the account in the parent record

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Constraining a Picklist

• Create the regular pick maps• Create a SVF Pick Map for each field that must match a

field in the originating business component– Set the Constrain property to TRUE for the matching fields

— Filters the pick BC records for matches

Copies these fields as before

Return only records with this match

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Hierarchical Picklists

• Displays values that are constrained by the value in another picklist

Picklist choices for Make = Toyota

Picklist choices for Make = Ford

Siebel Automotive application

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LOVs for Hierarchical Picklists

• List of values in the S_LST_OF_VAL table are organized hierarchically– All LOVs in hierarchy have the same type

Picklist choices for Make = Toyota

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Configuring a Hierarchical Picklist

• Set the BC property to PickList Hierarchical– Provides functionality to manage hierarchical picklists

• Add a search specification to the Auto Make Picklist to retrieve only those LOVs with Parent = Make

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Configuring the SVF Pick Maps

• For the parent field, create a pick map to copy the selected picklist value into the target field in the originating BC

• For the child field, add a constraint based on the value of the model selected

Pick map for parent field Make (Denorm)

Pick maps for child field Model (Denorm)

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TableColumn

Screen Application

BusinessComponent

BusinessObject

ViewApplet

SV Field


DataLayer

UILayer

BusinessLayer

ScreenView Page Tab

ScreenMenu Item

Applet WebTemplate

AWTItem

View WebTemplate

VWTItem

Pick ListSVF

Pick Map

Summary of Object TypesFor clarity the detailed object types for joins and links are not shown on this rendition. Also note that there are two references from SVF Pick Map to SVF Field. This indicates that a SVF Pick Map references a field in the pick business component and another field in the originating business component.

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Lesson Highlights

• Static picklists:– Display values in a drop-down list– Contain static values, which are managed through List of

Values administrative views– Store values in S_LST_OF_VAL table

• Dynamic picklists:– Display values in a pick applet– Contain dynamic data, which is typically the result of user

transactions– Access data in pick business component using a foreign key

• Picklists are created using Siebel Tools’ Pick List Wizard• Picklists can be configured to display a constrained set of

values that depend upon the value of another field

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Practice 18 Overview: Configuring Picklists

This practice covers the following topics:• Examining picklists• Configuring a static picklist• Configuring a dynamic picklist (Optional)

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Configuring Multi-Value Groups

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Objectives

After completing this lesson you should be able to:• Add multi value fields (MVFs) to a business component• Display the child data in a multi-value group (MVG) applet• Create a primary for a multi-value group

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Multi-Value Group (MVG)

• Is a set of detail records associated with a parent record– The parent applet displays only one of the detail records– An applet opens on demand to display all detail (child)

records— User clicks the multi select button to display the MVG

MVG applet displays the MVG

One child

Parent applet (Contact Form Applet – Child) in Contact Details View

All children

Multi-Value Group (MVG)Reference: “Configuring Multivalue Group and Association Applets” in Configuring Siebel Business Applications

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Shuttle Applet

• The MVG for a M:M child business component is displayed in a shuttle applet– Displays available as well as assigned child records– Appears only in high interactivity mode

Shuttle applet

All assigned children

One child

Can add or remove records

All available but

unassigned candidates

Account Team MVG

Shuttle AppletA M:M MVG is displayed using a regular MVG applet for application running in SI mode.

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Multi-Value Group Display

• Is an alternative to a detail view for managing parent and related child records– Makes effective use of space

— Does not require dedicated space in a view– Allows for multiple sets of detail records to be available from

a single view

Parent list

Child list – popup on demand

Parent list

Child list

Versus

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MVG Advantages

• Allows for creating queries that include values for fields in both parent and child records

Query on Industry

Query on Account Type

Query on Territory

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MVG Concepts

• Multi value field (MVF)• Multi value link (MVL)• Mapping MVFs to fields in a child business component• MVG applet• Association applet• Primaries for performance

More

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Multi Value Field (MVF)

• Is a field in a parent business component that references a field in the child business component– Does not directly reference a column in a table

S_ORG_EXTRO

W_ID

NA

ME

LOC

Industry

Child BCAccount

Name SIC Code

Parent BCSingle-value field

Name Industry SIC Code

S_INDUSTRO

W_ID

NA

ME

SICMulti-value field

Multi Value Field (MVF)Each multi value field stores its data in a column and table in the Siebel database. However the column and table used are associated with the child business component and not the business component with the multi value field.

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Multi Value Link

• Is a child object definition of business component that specifies how to retrieve the records for a multi value field

• References a link object definition that specifies how the parent and child business components are related

Multi Value LinkReference: “Configuring Links” in Configuring Siebel Business Applications

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Multi Value Fields and Multi Value Links

• A multi value field maps to a single value field in a child business component using a multi value link

Name of field in parent Name of field in child

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Multi-Value Group Applet

• Is a list applet that displays all child records – Floats above the parent list or form applet– Is based on the child business component

Child BC Type is MVG

MVG Applet can expose additional fields

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Association Applet

• Is required for MVGs with a M:M relationship– Allow available child records to be added to a parent record

• Is used in high interactivity mode to specify the "Available" list applet that appears in a shuttle applet

Association AppletThe Siebel application uses object definitions for both the MVG Applet and the Association applet to build the shuttle applet at run time. The shuttle applet appears only in high interactivity mode. If the application is using standard interactivity, then separate MVG and association applets are displayed to the user. Consult the Configuring Siebel Applications guide in Bookshelf for more details on which controls from each applet are used in the shuttle applet.

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Invoking the MVG Applet

• Specify the MVG Applet property – Identifies the MVG applet to display the child data

• Set Runtime in the parent applet to TRUE to enable the MVG applet

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Primaries

• A primary allows fast retrieval of a designated child record for display in the parent applet – The designated child record is referred to as the primary

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Primaries and Performance

• Primaries improve performance by eliminating the need to query each child BC separately– For example: without a primary a form applet with 5 MVGs

would require six queries— One query to populate parent single-value fields— Five additional queries (one per MVG) to populate the MVGs

– Using primaries, a form applet with 5 MVGs requires a single query to populate the single-value fields and MVGs

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Primaries and Performance

• Three MVGs without primaries on a list applet displaying 10 parent records would require 31 queries to populate– One query to populate parent fields in the list applet– 30 queries (three per parent record) to populate the MVGs

• Using primaries, one query will populate all the fields on the list applet

Multi-value groups

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Primary Foreign Key

• Is a foreign key field in the parent business component that references the child’s primary key– Child data is retrieved using a join to the child table

S_ORG_EXTRO

W_ID

NA

ME

LOC

PR_IN

DU

ST_ID

S_INDUSTRO

W_ID

NA

ME

SIC

Primary foreign key

(PFK)

Child BCParent BC

Primary Foreign KeyReference: “Configuring Tables and Columns” in Configuring Siebel Business Applications

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Finding the Primary Foreign Key

• The Siebel Data Model includes primary foreign keys for many relationships– Begin with PR_

• To find a primary foreign key– Select the main table for the parent BC– Search for a column whose Foreign Key Table property is

the main table for child BC

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Enabling a Primary for a MVG

• Expose the primary field column in the parent BC• Set the Primary Id Field and Use Primary Join properties in

the MVL

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The Auto Primary Property

• Determines how a primary is assigned if not directly assigned by a user– Default (the first child

record retrieved becomes the primary)

– Selected (the highlighted record becomes the primary)

– None (the user must specify the primary)

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Setting the Primary Record

• The primary child record is usually set during initial data loads using Enterprise Integration Manager– If not, set the Auto Primary property in the MVL to Default

• Add the SSA Primary Field to the MVG applet to expose a special field to permit the user to see and change the primary child record

Setting the Primary RecordThe SSA Primary field is not a field in the business component; rather, it is a special name that is recognized by the Siebel execution engine and results in the display of a check mark next to the primary child record.When the user explicitly selects a primary, the primary foreign key field is updated.

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Creating a Multi-Value Group

• Use the MVG wizard to create a new MVG– First verify that a link between the parent and child business

components exists


MVG

Parent business component

Creating a Multi-Value GroupThe following example is shown in the next several slides:You wish to create a Account Opportunity MVG.

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MVG Wizard Inputs

• Project to contain the new applet• The master (parent) and detail (child) business

components• The link the MVF is based on• The primary key field• Fields from the child business component

Select values here and click Add

New mappings appear here

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MVG Wizard

• Creates the following:– Multi value link– Multi value fields

• Does not set Runtime or the MVG Applet properties for the control/list column– Must be set manually

• Invokes the MVG Applet wizard if no MVG applet exists suitable for the choice of parent and child business components

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TableColumn

Screen Application

BusinessComponent

BusinessObject

ViewApplet

SV Field


DataLayer

UILayer

BusinessLayer

ScreenView Page Tab

ScreenMenu Item

Applet WebTemplate

AWTItem

View WebTemplate

VWTItem

Link Business ObjectComponentMV LinkMV Field

Summary of Object TypesFor the purposes of clarity, many references that are not directly involved in MVGs have been omitted from this diagram.

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Lesson Highlights

• A multi-value group (MVG) is a set of detail (child) records associated with a parent record

• A primary is a designated child record that is displayed in the parent’s applet– Improves performance for the display of applets with MVGs– Supported by a primary foreign key

• Objects needed to support a MVG are:– A multi value link– Multi value fields – A multi-value group applet

• Use the MVG wizard in Siebel Tools to create an MVG

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Practice 19 Overview: Configuring Multi-Value Groups

This practice covers the following topics:• Examining multi-value groups • Configuring a multi-value group

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Configuring Access Control

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Objectives

After completing this lesson you will be able to:• Configure views to control access to data based on

– Person: who the user is– Position: which position is associated with the user– Organization: which organization the user is associated with– Access groups: which access groups the user belongs to

• Determine the visibility for picklists

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Access Control:Review

• Is the set of mechanisms that control user access to data and application functionality– Application-level

— Controls which screens are associated with an application— Defined by license keys

– View-level— Controls which views within a screen are available to users— Defined by responsibilities

– Record-level — Controls which records are available to employees within a view— Defined by record ownership, team membership, access

groups, and the organizational structure— Used to generate the SQL to populate the applet on a business

component

Access Control: ReviewReference: “Configuring Access Control” in Siebel Security Guide

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Business Components and Record-Level Access Control

• Many business components (BC) have been configured with single or multi value fields that store:– User Id– Position– Organization

• These business component records can be subject to record-level access control

Details for the Parker Hospital account

Accounts are configured for multiple positions and organizations

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Visibility Views

• Views can be configured to display records subject to record-level access control restrictions– Are based on the user’s identity, position, or organization– Permit additional access for

— Managers— Executives— Administrators

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View Modes

• Refers to the type of visibility view• Common view modes include:

Displays all records in the enterprise with a valid organizationAll Across Organizations View

Displays records that are assigned to the user’s organization and its child organizations

All Across My Organizations View

Displays all records associated with the user’s organizationAll View

Allows managers to see records assigned to their direct and indirect reports that are the primary owner based on reporting structure

My Team’s View (Manager’s View)

Only displays records you directly ownMy Personal View

Displays records directly assigned to you based on user ID or active position

My View

DescriptionViews

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Configuring Visibility Views

• A set of visibility views almost always have the same set of applets

• View mode for a visibility view is configured by: – Setting the Visibility Applet property

— Identifies an applet in the view and therefore the business component

— Is typically set to the:— Top list applet in a list view— Master form applet in a detail view

– Setting the Visibility Applet Type— Determines the access control mechanism to use when

retrieving records

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BusComp View Mode Definition

• Is a child object definition of business component that specifies how to select records for the business component for a specific access control mechanism– Identifies an attribute of the user

— Corresponds to the view mode– Identifies the field in the BC that contains the user's attribute– Is used to generate the SQL

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Personal View

• Displays all records for which the user is the owner• Is configured by

– Setting the Visibility Applet property to identify an applet– Setting the Visibility Applet Type property to Personal

• Looks for a BusComp View Mode with name Personal– Owner type must be Person

Applet based on this BC

Personal ViewIn the example shown on the slide, the BusComp View Mode specifies that only records for which the user's Id matches the value in the business component field specified in the Visibility Field property (in the above case the Owner Id field) are retrieved and displayed in the this view. This specification is used to generate the SQL WHERE clause at run time.

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My View

• Displays all records for which user’s Id or position is assigned to the record

• Is configured by:– Setting the Visibility Applet property to identify an applet in

the view– Setting the Visibility Applet Type property to Sales Rep

— Defaults to this value if none set

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Retrieving My View Records

• Visibility Applet determines the business component• Visibility Applet Type determines the access mechanism

used to restrict records– Looks for a BusComp View Mode with name Sales Rep


Retrieving My View RecordsIn the example of account shown on the slide, the Sales Rep BusComp View Mode specifies that only records for which the user's position appears in the Sales Rep multi value field are retrieved and displayed in the My View.

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My Team’s (Manager) View

• Displays all records – For which direct and indirect reports are the primary or owner– For which the user is the primary or owner

• Is configured by– Setting the Visibility Applet property to identify an applet– Setting the Visibility Applet Type property to Manager

My Team’s (Manager) ViewBy default a manager view displays only records for which direct and indirect reports are designated as primaries. A business component can be configured to return records for all direct and indirect reports, rather than just the primaries. This is performed by setting the Manager List Mode business component user property to Team. You will learn about business component user properties in a subsequent lesson.

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Retrieving My Team's Records


used to restrict records– Looks for a BusComp View Mode with name Sales Rep– Owner type must be Position or Person


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All View

• Displays all records (that have a primary organization set) within a single organization– Any sort specification in the business component is ignored

for performance reasons• Is configured by

– Setting the Visibility Applet property to identify an applet – Setting the Visibility Applet Type property to Organization

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Retrieving Records for an All View


used to restrict records– Looks for a BusComp View Mode with name Organization


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Across All Organizations View

• Displays all records (that have a primary organization set) across all organizations– Does not use a BusComp View Mode definition

• Is configured by – Setting the Visibility Applet property to identify an applet – Setting the Visibility Applet Type property to All

Across All Organizations ViewA primary must be set for records to be displayed in All or All Across Organizations views. Records that have not been assigned are not visible in these views. They are visible in Admin Mode views (to be discussed shortly).

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Administration View

• Displays all the records in the database ignoring any visibility consideration

• Is configured by setting the Admin Mode Flag property in a View object definition

Administration ViewSetting the Admin Mode Flag to TRUE also overrides the editing properties of the underlying business component displayed in the view.

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Group View

• Displays categories of master data records that are associated with access groups to which the user belongs– Membership in an access group occurs through a position,

organization, user list, and so forth • Is configured by:

– Setting the Visibility Applet property to identify an applet– Setting the Visibility Applet Type property to Group

• Looks for a BusComp View Mode with name Group

Group ViewThe User Catalog List Applet is the applet displayed in the User Catalog List View used to display catalogs such as the InfoCenter.

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Private Flag

• Identifies (optionally) a field in the business component• Is used to determine if a given record is subject to visibility

restrictions– When a private field is specified, and the value of that field in

a record is empty, then that record is always visible – Is most commonly used with access group owner type

Records associated with an individual based on membership in an access group

Only product catalogs with Private Flag set are subject to access control

Private FlagA catalog can be created as either public or private. A public catalog (and any of its public categories) can be accessed by all users. A catalog (or category) that has been flagged as private can be accessed only by a user who has membership in an access group assigned to the catalog or category.

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View Web Template Item Applet Visibility

• Applet visibility can be set for an applet in a view Web template item– Determines visibility of data displayed in that applet– Is typically used in a view (such as a home page view) that

has no view visibility setView with no

visibility restrictions

Applets with individual visibility

restrictions

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Visibility For Picklists

• For business components with access control restrictions, users typically see more records in picklists than they do in the My Views– For example: assigning an account to a new opportunity

Accounts to which user is assigned User can select

from more accounts when

picking an account

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Picklist Visibility

• Visibility of business component records in a picklist:– Is determined by the Popup Visibility Type property

— Applies to all users– Can be overridden for users with access to Across All

Organization views by setting the Popup visibility Auto All property to TRUE

— Allows these users to see all records regardless of popup visibility type

Applies to all picklists on the

Account BC

Grants All visibility to users with access to All Across

Organizations view for the BC

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Visibility for an Individual Picklist

• Visibility for an individual picklist can be modified by settingthe Visibility Type property for the picklist

Overrides for this picklist default value set on BC

default value for BC

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Lesson Highlights

• Many business components are configured to have users, positions, and organizations assigned

• Views can be configured to display records associated with the user's Id, position, or organizations– Is configured by setting the Visibility Applet and Visibility

Applet Type for the view– References a BusComp view mode for an underlying

business component in the view• A BusComp view mode specifies how to retrieve the

desired records and is used to generate the SQL • Picklist visibility is determined by the Popup Visibility Type

property of a business component– Can be overridden for individual picklists

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Practice 20 Overview: Configuring Access Control

This practice covers the following topics:• Configuring view modes• Examining the visibility of picklists

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Configuring User Properties

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Objectives

After completing this lesson you will be able to:• Describe the purpose and benefits of user properties• Add a user property to an applet to control UI behavior• Add a user property to a business component to

implement business logic

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User Properties

• Are child object definitions added to several UI and business layer object definitions– Configure specialized behavior beyond what is configured in

the parent object definition’s properties– Are stored in the repository and are compiled into the

repository file– Are passed to the C++ code that implements the class

— Values can be edited or created to modify the existing behavior

• Provide an alternative to custom scripting– Easier to configure– Perform better

User PropertiesReference: “Configuring Business Components” in Configuring Siebel Business Applications

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Object Definitions with User Properties

• Several object definitions include child user properties– Applet– Application– Business Component– Control– Field– List Column– View

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User Properties

• User properties consist of name-value pairs passed to the underlying C++ code

Business component user properties specific to the

Opportunity business component

Name-value pairs

User PropertiesThe picklist displays most of the common user properties for the object type. However, it does not necessarily show every possible user property.

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Editing User Properties

• Modify the existing user property or create a new one– Do not modify the name property for existing user properties– Use the picklist to select the name when creating a new user

property

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Expression Editor

• The value property can be a simple or complex expression– Use the expression builder to assist in creating complex

expressions

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Multiple Instances of a User Property

• Multiple instances can be defined for several user properties– Append the name property with consecutive integers starting

at 1— Gaps in numbering are permitted

Multiple Instances of a User PropertyThis user property allows you to specify the name of a field that holds currency data.

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Examples of Applet User Properties

• Some applet user properties of interest include:– DefaultFocus_New– NoDataHide

.

More

User properties supported for customer use are documented in the Siebel Developer's Reference in the Siebel Bookshelf. Not all user properties are intended for customer use

Examples of Applet User PropertiesReference: “Configuring Applets” in Configuring Siebel Business Applications

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DefaultFocus_New

• Specifies the control in an applet that receives focus when the applet is invoked in New mode

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NoDataHide

• Specifies whether the applet should be hidden if there are no records– Defaults to No

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Examples of Business Component User Properties

• Some business component user properties of interest include:– All Mode Sort– BC Read Only Field– On Field Update Set– Parent Read Only Field– Field Read Only Field– Disable Automatic Trailing Wildcard Field List

More

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All Mode Sort

• Specifies how to sort records in views other than My and Personal views– Default behavior is to override any business component sort

specification and to sort using the standard user key U1 index

• Is often set to FALSE to eliminate any sorting– Improves performance for large sets of records

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BC Read Only Field

• Specifies a field in the business component that makes a record read-only when the value of the field = TRUE– The designated field is often a calculated field

A contact note record is read-only when NoEdit = TRUE

NoEdit = TRUE if user is not the creator of the record

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On Field Update Set

• Updates a single value field when another field is updated– Value property consists of:

— The field to check— The field to update— A value or expression to set (defaults to the value in the

checked field)

Can have multiple instances

Sets Contact to "" when Agreement is updated

On Field Update SetThe value property may also include an optional fourth parameter which serves as a condition. If the Condition parameter is defined, then the "field to update" is updated only if the condition evaluates to TRUE.

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Parent Read Only Field

• Specifies a field in a parent business component that makes the child record read-only when the value of the parent field = TRUE (or Y)– Value property consists of:

— Name of parent business component— Field name

Child record is read-only when Read Only Flag in

parent Activity Plan is TRUE

Parent Read Only FieldWhen using the Parent Read Only Field user property, the referenced field in the parent business component must have its Link Specification property set to TRUE. Otherwise, the dynamic read-only functionality does not work.

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Field Read Only Field

• Set a field in a business component to be read only based on the value in another field– Value property specifies the name of the field to check

These fields are read-only when Protect Internal

Employee Flag is TRUE

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Disable Automatic Trailing Wildcard Field List

• Disables automatic trailing wildcard for a set of fields in a business component– Value property specifies the list of fields to disable

These fields require explicit wildcard for queries

Disable Automatic Trailing Wildcard Field ListDisabling trailing wildcards can be beneficial for performance, but requires additional training for users.

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Required(Field User Property)

• Specifies that a field is required under certain conditions– Value property specifies the conditions

This field becomes required when Hospitality Flag is TRUE

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Lesson Highlights

• User properties are object definitions added as children of several UI and business layer object definitions– Configure specialized behavior beyond what is configured in

the parent object definition’s properties– Consist of name value pairs passed to the underlying code

• A picklist for the name property and expression builder are provided to assist in editing user properties

• Several business component user properties can be used to implement a variety of data-driven editing such as making a record read only based on the value of a field

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Practice 21 Overview: Configuring User Properties

This practice covers the following topics:• Configuring user properties

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Migrating Repository Changes

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Objectives

After completing this lesson you should be able to:• Describe the migration process• Explain the role of the Repository Migration Utility• Explain the role of the Application Deployment Manager

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Multiple Enterprises

• Configuring and deploying a Siebel application involves:– A development enterprise where the application is configured

— Is often unstable since the application is constantly changing– A separate quality assurance (QA)/test enterprise used to

test application functionality— Is a controlled and stable environment that replicates the

production environment— Recommendation: Create a copy of the production environment

to perform QA— Includes accurate real-world data— Can identify performance issues prior to release to production

– The production enterprise— Provides end users with access to the application and user data— Requires tested and stable application software

Multiple EnterprisesConsult the following document on Oracle MetaLink for information on creating a test environment from a Siebel production environment:Restoring Production Environments into Test Environments (Doc ID 477772.1)

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Migrating Between Enterprises

• Deployment involves migrating a configured Siebel application from the development enterprise to:– The QA/test enterprise at major development milestones

— Verify that the configured application performs as specified– The production enterprise upon successful completion of

testing

DevelopmentEnterprise

QA/TestEnterprise

ProductionEnterprise

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Items to Be Migrated

• The following are major types of items to be migrated– Repository object definitions– Files– Customized data

More

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Repository Object Definitions

• Object definitions in the repository must be migrated– Includes object definitions that are:

— Compiled:— Applets, business components, columns, and so forth

— Non-compiled:— Workflow processes, assignment objects, and so forth

– May include modified schema object definitions such as tables, columns, and indexes

— Requires synchronization of the schema changes and the physical database in the target enterprise

Repository Object DefinitionsSome server processes read object definitions directly from the repository tables rather than from the Siebel repository file (.srf). Such objects include workflow process and assignment objects (configuring these object definitions is covered in the Siebel Business Automation course). Accordingly both the repository and Siebel repository file must be migrated.

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Name of the Repository

• The Repository object definition specifies a name for the repository– Is stored in the S_REPOSITORY table

• Every object definition in all the other repository tables has a foreign key column to the name of the repository– Allows for storing multiple repositories in a Siebel database

— Is required, at minimum, for a short period of time during upgrades

Name of the RepositoryReference: “Managing Repositories" in Using Siebel Tools

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References to the Name of the Repository

• The current active repository should always be named Siebel Repository

• Siebel client applications are configured with the name of the repository – Allows the application to access certain object definitions

from the repository rather than the .srf file— Examples: Assignment Object and Dock Object

• The repository name must be specified when migrating a repository

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Files

• The following files must be migrated:– The compiled repository file (.srf)– Modified physical UI files:

— Web templates (.swt)— Styles sheets (.css)— Images

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Customized Data

• All customized data in the run-time database must be migrated– Examples of customized data include:

— Business automation rules configured by developers:— Workflow processes— Assignment Manager rules

— Run-time data managed by administrators:— List of values— Modified responsibilities— Application specific data such as products and price lists

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Overview of the Migration Process

• For significant releases, follow these steps:– Prepare the development enterprise– Prepare the target enterprise– Use the repository migration utility to:

— Export the repository from the development enterprise— Import the repository into the target enterprise— Apply schema changes (if there are any)

– Use the Application Deployment Manager (ADM) to migrate files and customized user data

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Benefits of the Process

• The process:– Creates a set of migration entities than are:

— Migrated to QA/Test enterprise and verified— Then migrated to the production enterprise

– Eliminates the need to regenerate the entities– Reduces the length of time a target enterprise is shut down


QA/TestEnterprise

ProductionEnterprise

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Prepare the Development Enterprise

• Check in all modified object definitions from local development systems

• Compile a new .srf file on the server• Identify modified files and data to be migrated

– Make sure they have been migrated to the development server

• Back up all affected items


Prepare the Development EnterpriseMake sure to compile all projects into a new (empty) .srf file rather than the existing .srf file.

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Prepare the Target Enterprise

• Perform a full backup of the target database and supporting files to be updated

• Update database statistics if warranted for your database• Archive and then delete older repositories from the target

database

TargetEnterprise

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Export the Repository From the Development Enterprise

• Use the Repository Migration Configuration Utility to export the configured repository

Invoked from the Database Server

Configuration Utility

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Export the Repository From the Development Enterprise

• The Repository Migration Configuration Utility exports the repository tables– Invokes the repimexp.exe script– Creates a .dat file in the dbsrvr\DBPLATFORM folder, by

default, in the Siebel installation directory

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Import the Repository Into the Target Enterprise

• Use the Repository Migration Configuration Utility to import the configured repository– Select Import Custom Siebel Repository– Provide a name for the imported repository that differs from

that in the target enterprise

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Rename the Repositories

• Stop the target enterprise• Rename the former active repository to indicate that it has

been replaced• Rename the imported repository to that of the former

active repository (Siebel Repository) in order to make sure that client applications do not need to be reconfigured to recognize the new repository

Before renaming

After renaming

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Apply Schema Changes

• If any schema object definitions have been modified, use the Synchronize Schema Definition (DDLsynch) utility to update the database in the target enterprise– Is invoked from the Database Server Configuration Utility– Requires shutting down the target enterprise

Apply Schema ChangesDeployments almost always involve some database schema changes, and typically you will need to run the Synchronize Schema Definition (DDLsynch) utility.

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Migrate Files and Customized User Data

• Use the Application Deployment Manager in the Siebel client to:– Create a deployment project– Add modified database records to the project– Export the project to an ADM package

• Add modified files directly to the ADM package– Includes the compiled .srf file

• Use the ADM command line interface to deploy the package to the target enterprise– Most ADM tasks are performed by a system administrator

and not a developer

Migrate Files and Customized User DataApplication Deployment Manager (ADM)

• ADM is a framework for deploying application customizations to a target Siebel enterprise. It is designed to provide an extensible facility for quick, reproducible deployment of a wide range of customizations. It includes support for many data types.

• ADM supports deployments ranging from a small patch with only a handful of application modifications to a major release with a new .srf file. It allows creation of reusable deployment packages that can be applied to multiple target enterprises.

• Before application modifications can be deployed to a destination enterprise, they must be first exported from the source enterprise and then bundled together, along with a “manifest”, in an ADM package.

ADM Package• An ADM package is a collection of application customizations and includes a directory

structure that organizes different types of customization (database, repository, and file ) and an ADM package descriptor file describing its contents. ADM also includes a utility, admpkgr, which is used to create and verify an ADM package.

Reference: “Overview of the ADM Deployment Process” in Siebel Application Deployment Manager Guide

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Repository Customizations

• Use ADM to migrate small sets of customized object definitions in a repository– Is an alternative to migrating the entire repository

• Selected object definitions:– Are exported from Siebel Tools as archive (.sif) files– Are added to an ADM package

• ADM supports:– Hot fix – typically a small set of hand-selected modifications– Mid-level release – repository changes after a specified

cutoff date— List of objects may be edited after it is generated

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Hot Fixes

• To create a hot fix in Siebel Tools:1. Select the object definition to add to the hot fix2. Right-click and select Add to Hot-Fix3. Specify a name for the hot fix4. Select additional object definitions to add to the hot fix5. When done, click Export

Hot fix output is saved in …\Tools\ADM\<HF Name>

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Mid-Level Releases

• To create a mid-level release in Siebel Tools:1. Navigate to View > Options > General and set Changed Date

to specify a cutoff date for the release2. Select Tools > Generate Mid-Level Release3. Provide a name for the release and click Generate List4. Verify list contents and delete entries if necessary5. Click Export

— Package is created in …\Tools\ADM\<MLR name>

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Lesson Highlights

• Deploying a configured Siebel application involves migrating the application from a development enterprise to:– A QA/Test enterprise to verify the configuration– One or more production enterprises

• Use the following utilities to migrate the repository– Export repository– Import repository– Synchronize schema definition

• Use the Application Deployment Manager to migrate files and user data

• Small changes to a repository can be packaged as a hot fix or mid-level release and migrated using ADM

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Practice 22 Overview: Migrating Repository Changes

This practice covers the following topics:• Exporting repository changes

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Siebel 8.1.x Tools 23- 1


Troubleshooting

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Objectives

After completing this lesson you should be able to:• Describe common configuration mistakes• Describe techniques to help you diagnose configuration

problems

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Common Mistakes

• Tools mistakes• Compilation mistakes• Administration mistakes• Testing mistakes

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Tools Mistakes

• Changing the name of an object definition, but not reselecting it in object definitions that reference it– Object names, rather than foreign keys, are copied

• Failure to validate edited object definitions• Not using picklists within Tools (names have to match

exactly)• Not saving changes

– Explicitly in editors– By stepping off the record in the list editor

• Manually creating complex object definitions instead of using the wizards

• Not applying data layer changes

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Compilation Mistakes

• Compiling the wrong object or project• Compiling into the wrong Siebel repository file (.srf)• Not compiling all the object definitions you changed

– Use the Changed flag to help identify them– Compile all Locked projects

• If deleting object definitions or making many conflicting configuration changes during development, obsolete references may remain in the .srf file– Do a full compile of all object definitions to generate a new,

clean repository file

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Administration Mistakes

• Not registering new views in the application• Not adding new views to the correct responsibility• Not adding new list of values in the application (if using a

different source than the Tools database)

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Testing Mistakes

• Using the wrong client application• Using the wrong repository file (.srf) • Connecting to the wrong database• Using the wrong login • Not clearing user preferences

– Tab Layout– Columns Displayed

Testing MistakesUser preferences are stored in a user preference file (.spf) in the client\BIN directory for thick clients. A separate preference file is created for each combination of user and application. Delete the file to remove any custom preferences set explicitly by the user.

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Common Configuration Problems

• User Interface Layer• Business Layer• Data Layer

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User Interface Layer

• Control does not map to a field• Control not mapped to a template (or to the wrong mode)• Missing or wrong text or caption properties• List column not set as available• Runtime property not set• Picklist and MVG applets missing• Not exposing SSA Primary field for MVG applets• Not mapping all controls (standard buttons)• Exposing the TYPE column for 1:M business components

and allowing users to edit the value

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User Interface Layer

• View not properly administered• Creating new multi value fields on applets without defining

primaries (potential performance impact)• Improperly setting visibility properties• Adding the screen to the wrong application• Screen View does not have Display in Page or Display in

Site Map set

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Business Layer

• Field not mapped to a column or calculated properties incorrect

• Setting incorrect Predefault and Post Default values• Failure to set Link Spec = TRUE when referencing parent

business component fields• Default value not set or conflicts with a search spec

– Especially for business components based on 1:M extension tables

• Setting required flag, but not defaulting or exposing the field

• Setting incorrect Validation property• Mapping to a column used in a conflicting way by another

business component

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Business Layer

• Incorrect Join definition (outer join flag)• Incorrect Join specification (keys)• Incorrect pick maps or defined on the wrong field• Missing primary for a multi value link• Not using Auto Primary or Check No Match correctly for

multi value links • Link not specified at business object component or multi

value link level• Link using incorrect keys

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Data Layer

• Not applying changes to the physical database• Setting types incorrectly• Adding fields to extension tables instead of base tables• Not considering index implications• Not considering Enterprise Integration Manager or docking

object implications

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Diagnosing Problems

• Use Compare Objects to compare your changes against former versions or other object definitions that work

• Use the Flat Tab to scan through object definitions of a certain type– Sometimes it is easier to notice property differences– Don’t need to know explicit correct definition to compare

against– Can assist you if you don’t know what values a property

should have• Use the Client Application

– Use a working view in the client application to see what the correct behavior should be to help you diagnose a non-working view

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Create a File to Capture SQL

• Values can be set to direct the application to “spool” or write SQL that is generated to a file– Generate the file and then inspect it– SQL is in the format that is native to the database you are

accessing• Can help to diagnose why expected records are not

showing up in the application

Create a File to Capture SQLReference: “Tuning Customer Configurations for Performance" in Siebel Performance Tuning Guide

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Turn on SQL Spooling

• For the Developer Web Client add /s filename to the shortcut

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Turn on SQL Spooling

• For the Web Client set the SQL Tracing event log level to 3 or above for the Siebel Server or the application object manager component

Turn on SQL SpoolingInspect server logs for the output.

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Have a Fallback

• When prototyping using the local sample database: – Copy the sse_samp.dbf and siebel_sia.srf before you begin

— Allows you to back out changes by replacing these files– Create archive (.sif) files before you begin

— Allows you to restore prior versions without rolling back the entire database

– Save work incrementally— So you have a fallback point

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Do Not Configure on the Server

• Never, ever work directly against the server/master repository

• Use check in/check out and test work locally before checking in

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Lesson Highlights

• Use the built-in features of Siebel Tools to help you diagnose problems

• Check for common mistakes during troubleshooting

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Practice 23 Overview: Troubleshooting

This practice covers the following topics:• Diagnosing configuration problems• Spooling SQL

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Siebel 8.1.x Tools Vol2_D63750.pdf

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Transcript of Siebel 8.1.x Tools Vol2_D63750.pdf