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Siebel CRM Applications Overview

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0% found this document useful (0 votes)
11 views30 pages

Siebel CRM Applications Overview

Uploaded by

Ravi Sasthiri
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

UNIT – V

Siebel Enterprise Applications - Siebel eBusiness Applications – Siebel Tools – Tables and

Columns – Business Component – Business Objects – Applets – Joins – Links – Views – Screens

– Configuring applications.

SIEBEL
Siebel is a prominent vendor of interoperable e-business software. They also call
themselves Siebel Systems. The company's customer relationship management (CRM),
enterprise resource management (ERM), and partner relationship management (PRM)
applications are designed to automate those aspects of business and allow an enterprise to
perform and coordinate associated tasks over the Internet and through other channels, such
as retail or call center networks.
Some customers of Siebel:
Siebel's customers include Chase Manhattan Bank, Deutsche Telecom, IBM, Lucent, Yahoo,
and Microsoft.
SIEBEL ENTERPRISE APPLICATION INTEGRATION
Siebel Enterprise Application Integration (Siebel EAI) is the set of products on the Siebel
Business Platform that includes tools, technologies, and prebuilt functional integrations that
facilitate application integration.
Features of Siebel EAI
Some of the features provided by Siebel EAI include:
 Provides components to integrate Siebel Business Applications with external
applications and technologies within your company
 Works with third-party solutions, such as solutions from IBM, TIBCO, WebMethods,
and so forth
 Provides bidirectional, real time and batch solutions to integrate Siebel applications
with other applications
 Provides a set of interfaces that interact with each other and with other components
within a Siebel application.

SIEBEL E-BUSINESS APPLICATIONS

Siebel e-Business applications synchronize the data through one central repository regardless
of the contact points (e.g., web, e-mail, call center, field visits and resellers). By having
everyone in the organization working with the same repository (data are stored only once), a
complete 360-degree view of the customer can be provided to every department or function
on an as-needed basis with consistent and up-to-date information available throughout the
organization.
CRM
Customer Relationship Management (CRM) processes is an approach to managing a
company's interaction with current and future customers. It often involves using technology
to organize, automate, and synchronize sales, marketing, customer service, and technical
support.
Three levels of CRM:
 Operational CRM (communication strategy level)
 Analytical CRM (marketing strategy level)
 Collaborative CRM (business strategy level)
Different levels of CRM3 include:
 Operational CRM (communication strategy level) is the automation of the customer-
oriented front-end marketing, sales and service processes and their integration with
back-office systems. An example of operational CRM is a customer database
maintained purely for direct mailing purposes.
 Analytical CRM (marketing strategy level) is the analyses of the data created with
operational CRM to better meet the needs and desires of customers. For example,
relations between events and buying behaviors are analyzed, typically in a data
warehouse (possibly with neural network capabilities).
 Collaborative CRM (business strategy level) is the overall communication and
coordination model of a customer life cycle between the channels and contact points.
In this collaborative CRM approach, business processes and a central customer
database are drivers for success.
Siebel is designed to deal with all the different levels of CRM and supports CRM as a business
strategy. It should be taken into account that the way CRM is implemented and effectively
utilized will vary between organizations. It is dependent on many variants, including the way
of doing business, buying habits of customers (e.g., convenience vs. specialty goods), industry
(e.g., telecom with many consumers vs. forestry with a few business customers), company
size, existing systems and organization structure.
Organization-specific aspects need to be incorporated in the process designs for
marketing (e.g., campaign management, lead generation), sales (e.g., opportunity
management, contact and account management and quotation management) and service (e.g.,
call center processes, service agreement management). These processes have to be related to
the relevant business units and Siebel products. As a result of this mapping process, changes
or improvements may be identified for the business units as well as gaps between the process
design and the Siebel standard solution.
It is important for the IT auditor to be involved in the process design to ensure integrity,
security, auditability, controllability, availability, efficiency and effectiveness requirements
are defined for the core marketing, sales and service processes as well as for the management
control and support activities surrounding these processes (e.g., interfaces with the backbone
ERP software).

SIEBEL TOOL
Siebel Tools is not a programming environment. Siebel Tools is an integrated environment for
configuring all aspects of a Siebel application so a single configuration can be:
 Deployed across HTML and wireless clients
 Used to support multiple Siebel applications and languages
 Easily maintained
 Automatically upgraded to future Siebel product releases
Two windows of Navigation in Siebel Tools
 Object Explorer window
 Object List Editor window
Siebel Tools is an integrated environment for configuring all aspects of a Siebel application so
a single configuration can be:
 Deployed across HTML and wireless clients
 Used to support multiple Siebel applications and languages
 Easily maintained
 Automatically upgraded to future Siebel product releases
Siebel Tools is not a programming environment; it is a declarative application configuration
tool. Standard Siebel applications provide a core set of object definitions that you can use as a
basis for your tailored application. Using Siebel Tools and other configuration tools that are
part of a Siebel solution, Siebel application developers, system administrators, and database
administrators can customize a standard Siebel application without modifying source code or
SQL. Some of the configuration tools are accessed through the Siebel applications. Siebel
Tools, however, is a separate product with its own user interface.

TABLES
A table object definition is the direct representation of a physical database table in a
DBMS. Siebel applications provide a set of standard tables that are included in standard Siebel
applications. These tables have predefined names and structures.
BASE TABLE
The term base table is used in two different contexts:
 The base table for an extension table is the table it extends. This is specified in the
Base Table property of the extension table’s object definition.
 The base table for a business component is the table that provides most of its essential
fields. This is specified in the Table property of the Business Component object
definition.

These tables have predefined names and structures, and typically begin with one of the
following prefixes:
S_. Table names starting in S_ are standard tables for supplied with Siebel Sales and Siebel
Service. For example, the S_CONTACT table stores contact information, and S_OPTY stores
opportunity information. Nearly all standard tables are of this type.
W_. Table names starting in W_ are Data Warehouse tables used in Siebel Analytics to
demoralize data used in the S_ tables.

PROPERTIES OF THE TABLE OBJECT TYPE:


The following are the key properties in a table object definition:
 Name
 Type
 Base Table
 User Name
 Alias
1. Name: Provides the name of the table in the DBMS.
2. Type: Indicates which of the following styles describes the table.
 Data (Public). Public data tables are among the original set of tables
implemented in Siebel applications. They hold data that is made available
through business components to developers and users. Public data tables can
be extended using extension tables and extension columns. These extension
are subject to database restrictions. Data tables are discussed in “Data Tables”
on page 196.
 Data (Private). Private data tables are similar to public data tables, but cannot
have extension columns.
 Data (Intersection). Identifies an intersection table. An intersection table
implements a many-to-many relationship between two data tables.
Intersection tables are discussed in “Intersection Tables” on page 204.
 Extension. An extension table adds additional columns to a data table that the
original data table is unable to hold due to DBMS platform or Siebel
application design restrictions. Extension table names have an _X suffix, or
_XM or one-to-many, or _T for TAS extension tables.
 Interface. Interface tables are used by Siebel Enterprise Integration Manager
(EIM) to import initial data for populating one or more base tables and
subsequently to perform periodic batch updates between Siebel applications
and other enterprise applications. Interface table names end in _IF or _XMIF.
Interface tables are discussed in “Column Objects” on page 215.
 Database View, Dictionary, Journal, Log, Repository, Virtual Table, and
Warehouse styles. These are all table types that are reserved for Siebel
internal use.
 Extension (Siebel). These tables are reserved for Siebel use only. They are
usually extensions from S_PARTY. If customers want to extend person- and
organization-related tables they need to extend from S_PARTY. For example,
S_CONTACT is an extension table of S_PARTY. Because S_CONTACT is of type
Extension (Siebel), you cannot use it as a parent table for an extension table.
You must use S_PARTY.
3. Base Table. Identifies the base table if the table in the object definition is an extension
table. If the table in the object definition is a base table, this property is blank. An extension
table always identifies a base table.
4. User Name. A longer, descriptive name that aids in identifying the table when used in
configuration.
5. Alias. A name that can be used as a synonym for the table name to make the name more
understandable. For example, an alias such as S_Organization_External could be specified for
the S_ORG_EXT table.
DATA TABLES :
Data tables comprise most of the tables in Siebel applications. They serve as base tables for
business components, and their columns provide the data for fields. Data tables can be public
or private.
EXTENSION TABLE
An extension table provides additional columns to a data table that cannot be directly
added to the original table because the underlying DBMS may support only a limited number
of columns, or will not allow adding a column to a table once it is populated with data. An
extension table allows you to provide additional columns for use as fields in a business
component without violating DBMS or Siebel application restrictions.
An extension table is a logical augmentation of an existing table. Its columns are
provided mostly for developers, and are generally not used by standard Siebel applications.
An extension table extends a base table in the sense that it effectively adds additional
columnsWhen records in an extension table are changed, system columns in a parent table
are updated. The relationships between a base table, an extension table, and the business
component that uses them are given below in the figure.

Business Component, Base Table and Extension Table


Extension Table Example

Extension tables can be of the one-to-one or one-to-many style:

Rows in one-to-one extension table have a one-to-one relationship with


corresponding rows in the base table. A one-to-one extension table extends the base
table horizontally
In a one-to-many extension table, there are multiple extension table rows for each base
table row. There are standard one-to-many extension tables for certain of the major
business components, including Opportunity, Contact and Account. These are used
primarily to create multi-value groups based on user-created business components.
One-to-One Extension Tables
One-to-one extension tables have the _X suffix on their names (with the exception of
TAS tables, which have the suffix _T). The details of the object definition relationships
(excluding the implied join) are given in the figure.

Extension Table Details (Excluding Implied Join)


The object definitions in the above figure are:
 Business component. Business component being extended.
 Fields based on base columns. Fields that represent data from columns in the
business component’s base table. They are unaffected by the extension table.
 Fields based on extension columns. Represent data from columns in the
extension table.
 Extension table. Provides columns that may be used to add developer-defined
fields to the business component.
Implied Joins
Underlying one-to-one extension table’s relationships with the base table and
business component is a set of hidden relationships called an implied or implicit join.
The implied join makes the extension table rows available on a one-to-one basis to the
business component that uses the extension table. Every extension table has an implied
join with the business component it extends. This join always has the name of the
extension table.

EXTENSION TABLE DETAILS WITH IMPLIED JOIN

INTERSECTION TABLE
An intersection table implements a many-to-many relationship between two
business components.
A many-to-many relationship is one in which there is a one-to-many
relationship from either direction. For example, there is a many-to-many relationship
between Opportunities and Contacts. One Opportunity can be associated with many
Contact people, and one Contact person can be associated with many Opportunities.
The below figure shows the Account Detail - Contacts View, in which one account is
displayed with multiple detail contacts.

Intersection Table Architecture


The following are descriptions of the object definitions:
Business object. The business object references the link (indirectly through the
business object’s child business object component) that uses the intersection table. It
also contains the two business components included in the link.

Business object components. Business Object Component object definitions are used to
include business components in the business object. Business Object Component is a
child object type of Business Object.

Link. The link object definition establishes a one-to-many relationship between the
two business components in a particular direction. That is, the property settings in the
link specify that one business component is the master and the other is the detail in
the master-detail relationship.

Master and detail business components. The two business components are specified
in the link. They provide data to the user interface object definitions that display the
master-detail relationship. The base table of each business component contains the
ROW_ID column referenced by the Inter Child Column (detail) and Inter Parent Column
(master) properties of the Link object type.

Intersection table. The intersection table holds the associations between rows in the
base tables of the master and detail business components. Each row in the
intersection table represents one association between the two business components.
Two columns in the intersection table serve as foreign keys to the base tables of the two
business components. These columns are identified in the Inter Parent Column and
Inter Child Column properties of the link.

Inter Parent column. This column in the intersection table holds the pointer to the
associated row in the master business component’s base table. It is identified in the
Inter Parent Column property of the Link object.

Inter Child column. This column in the intersection table holds the pointer to the
associated row in the detail business component’s base table. It is identified in the
Inter Child Column property of the Link object.

ROW_ID columns. The base table of each business component has a unique identifier
column for the rows in that table. This is the ROW_ID column

COLUMN

A Column object definition is the direct representation of a database column in a


DBMS. The name, data type, length, primary key and foreign key status, alias, and other
properties of the database column are recorded as properties in the corresponding column
object definition.
Types of Columns
 Data Columns
 Extension Columns
 System Columns
Data Columns
Data columns comprise most of the columns in Siebel applications. They are
sometimes referred to as base columns. Data columns provide the data for fields, or serve as
foreign keys that point to rows in other tables. The developer cannot modify the properties of
data columns, unlike extension columns. Data columns can be public or private.
Extension Columns
An extension column is a column that is not used by standard Siebel applications. There
are three kinds of extension columns:
 Standard extension columns.
 Custom extension columns in an extension table
 Custom extension columns in a base table

System Columns
System columns have a value of System in their Type property. System columns appear in all
tables in Siebel applications, although the same set of system columns does not appear in
every table. You can use the data in system columns for various purposes; for example, the
ROW_ID column in tables is used in the construction of joins.

Types of Column Objects


 Name
 Default
 Physical Type (Physical Type Name)

A column has one of several styles based on the value in the Type property. These
styles include Data, Extension, IFMGR, System, and others.

Column Object Type

The column object corresponds to one database column in the database table that is
represented by the parent table object definition. Each database column in the
database table needs to have a corresponding column object definition. The important
properties of the Column object type are as follows:

Name. Provides the name of the database column in the database table.

Default. Provides a default value when new rows of this table are added.

Physical Type (Physical Type Name).

Identifies the data type of the column in the database. The following data types are
supported:

Character. Used for fixed-length text. Also used for Boolean columns, which are
character columns with a length of 1.
Long. Long text. You can store approximately 16K worth of data in long columns. By
default, you cannot have char greater than 1. If you want, you need to set the
preference under Options/Database.
Varchar. Variable-length text. Used for memo-type fields and to store row-ID and
foreign key values.
Number. Any numeric data. Typical numeric columns in Siebel applications are 22,7
for general-purpose numbers, and 10,0 for integers.

BUSINESS COMPONENT
A business component is a logical entity that associates columns from one or more
tables into a single structure. Business components provide a layer of wrapping over tables,
so that applets reference business components rather than the underlying tables. This creates
convenience (all associated columns are together in one bundle), developer-friendly naming,
and the separation of the developer role from the database administrator role.

A business component can also have a default sort or search specification, providing
records to applets in a predetermined sort order and according to a selection criterion. When
instantiated in a Siebel application, a business component is comparable to a recordset. Its
definition in Siebel Tools provides the foundation for controlling how data is selected from,
inserted, and updated within the tables it references.

A business component contains fields. Each column whose


data is included in a business component is represented with a field. The Field object
type is a child of the Business Component object type. The Column object type is a child
of the Table object type. The set of field child object definitions of a business component
maps a corresponding set of columns into the business component.

Business Component Field and Column Relationships


Base Tables of Business Components
A base table of a business component is assigned to the business component to provide
the most important columns for use as fields in the business component. Fields built
on the base table can be edited, whereas fields built on joined tables can only be
displayed.
The base table is assigned to the business component with the Table property in the
Business Component’s object definition. The below an example of some fields in the
Contact business component that map corresponding columns from the business
component’s base table, S_CONTACT.

Examples of Fields Representing Columns


Every business component has a base table assigned to it. It is not essential that the
business component include all of the columns in the base table, although typically it
will include most of them. In particular, system columns in the base table such as
ROW_ID, CREATED_BY and LAST_UPD_BY are automatically represented in the business
component through implied fields. System columns do not require field object
definitions in the business component.
Joined Tables
A joined table provides rows on a one-to-one basis to the business component as a
result of a foreign key relationship between the joined table and the business
component’s base table. That is, for every record in the business component (which
corresponds to a row in the base table) there can be a corresponding row in the joined
table. However, not every record in the base table will have a record in the joined table.
The data obtained by a business component through a join (other than to an
extension table) is read-only in that business component.
Fields from the Base Table and a Joined Table

Extension Tables
Extension tables are a special kind of joined table. Like other joined tables,
extension tables provide rows on a one-to-one basis in parallel with base table rows.
Extension tables are identified by the _X suffix in the table name, such as S_ORG_EXT_X,
which extends S_ORG_EXT.
Extension tables are provided specifically to allow columns to be virtually added to
a base table rather than physically added. This provides the means to expand base
tables without violating DBMS or database design restrictions, and without the need to
perform complicated database restructuring operations. Extension table data, unlike
the data in other joined tables, can be updated in the business component.

Intersection Business Components


An intersection business component is a business component based on an
intersection table. It provides the means to display all of the combinations of data in a
many-to-many relationship, instead of only one or the other one-to-many relationship
of which it is composed.
Intersection tables implement many-to-many relationships. Some (such as
S_OPTY_CON and S_ACCNT_POSTN) also provide intersection data through a join to one or
the other master business component that uses the intersection table. Intersection
data is data that resides in columns other than the two required foreign key columns in
the intersection table, and is specific to the intersection of the two master business
components.

Virtual Business Components:


Business components based on external data are called virtual business
components. Virtual business components are used when the business component has
to obtain data from a location other than a database table in the Siebel database,
but the information has to be presented in the standard Siebel user interface (applets
and views). This is typically real-time information from another database, such as from
the Report Encyclopedia in Actuate, or from an SAP table, although anything that can
supply data in response to a SQL query is a candidate.

Virtual business components allow you to:


■ Represent external data (for example, data in an SAP R/3 database) as a virtual
business component within a Siebel application—the business component
configuration specifies the DLL to use to access the data
■ Use business services to transfer data

Virtual business components support properties such as:


■ Single-value fields
■ Field-level validation
■ Standard business component event model (for example, PreNewRecord, PreDelete,
and so on)
■ Insert, delete, query, and update operations

Additional information about virtual business components:


■ Applets can be based on virtual business components.
■ Virtual business components can be accessed through object interfaces.
■ All business component events are available for scripting.
■ Virtual business components cannot be docked.
■ Virtual business components can be used as stand-alone or children business
components in a business object.
■ Virtual business components support dynamic applet toggles. For more
information about applet toggles.
Master-Detail Business Components

One-to-Many Extension Table Details


Master Business Components
The master business components will hold the new multi-value fields. Master business
component contain the following important object definitions:
■ Key field. This is the key field in the master business component; it is used to
reference individual records. Typically, it is named Id. The Source Field property of the
Link object definition points to this field. The property value may be blank because, by
default, a blank Source Field value refers to the Id field.
Multi-value field. The multi-value field provides access to a corresponding field value in
the current record of the detail business component. The control or list column that
displays the multi-value field normally will be able to invoke a multi-value group applet
for display and maintenance of the detail records.
■ Multi-value link. The multi-value link provides access to the set of records in the
detail business component. One multi-value link is created for each multi-value group
that is created using the one-to-many extension table.
Link:
The link object definition creates the one-to-many relationship between the master and
detail business components. There are no special link configuration issues related to
one-to-many extension tables.
Detail Business Component
The detail business component represents the one-to-many extension table used by the
multi-value link and multi-value group applet. Multiple custom business components
can be created using the same one-to-many extension table. Each custom business
component presents a different type of data for use in a different multi-value group.
The detail business component contains custom fields that represent generic
(ATTRIBxx) extension columns, and hold whatever data is required for the application.
For example, an Area Of Expertise business component might have a Subject Area field,
a Years Of Experience field, and a Licensed field. Each field is a mapping of a different
generic extension column.
The following three fields are part of the User Key (U1), which uniquely identifies a row
for EIM:
Name field. The name field represents the NAME column from the extension table. It
provides the means for the user to enter an identifying value in each record. For
example, in a Hobbies business component, the name field might be called Hobby. The
user would enter the name of a hobby into each record in this field.
Type field. The type field is usually named Type, and represents the TYPE column. It
contains the same value for all records in one multi-value group, and distinguishes the
records of that multi-value group from others. It should be set in the Predefault
property to some identifying word or phrase, such as HOBBY, EXPERTISE or PRIOR JOB,
and should not be exposed in the user interface.
Parent ID field. The parent ID field represents the PAR_ROW_ID column. Generally it is
named Parent Contact Id, Parent Account Id, or something similar. It identifies the row ID
of the base table row corresponding to the parent record in the master business
component. The parent ID field is specified in the Destination Field property of the Link
object.
The detail business component contains one important property for use with a one- to-
many extension table:
■ Search Specification. The Search Specification property should be set to restrict the
records retrieved to only those with a specific value in the Type field. This is the same
value that is specified in the Pre Default Value property for that field.
BUSINESS OBJECT
A business object implements a business model (as represented in a logical database
diagram), tying together a set of interrelated business components using links. The links
provide the one-to-many relationships that govern how the business components interrelate
in the context of this business object.
Business Objects represents a major functional area of the enterprise—every
major entity has a business object. Examples of business objects are Opportunity, Account,
and Contact. A business object is a collection of related business components.

Business Object Types:


Business Component. A business component is a logical entity that associates columns from
one or more tables into a single structure. Business components provide a layer of wrapping
over tables, causing applets to reference business components rather than the underlying
tables. This design creates convenience (all associated columns together in one bundle),
developer-friendly naming, and the isolation of the developer role from the database
administrator role.
Field. A field object definition associates a column to a business component. This is how
columns from tables are assigned to a business component and provided with meaningful
names that the customer developer can easily change.
Business Object. A business object implements a business model (logical database diagram),
tying together a set of interrelated business components using links. The links provide the
one-to-many relationships that govern how the business components interrelate in the
context of this business object.
Business Object Component. A business object component object definition is used to
include a business component and, generally, a link in the business object. The link specifies
how the business component is related to another business component in the context of the
same business object.
Link. A link implements a one-to-many relationship between business components. The Link
object type makes master-detail views possible. A master detail view displays one record of
the master business component with many detail business component records corresponding
to the master. A pair of links also may be used to implement a many-to-many relationship.
Multi-Value Link. A multi-value link is used in the implementation of a multi-value group. A
multi-value group is a user-maintainable list of detail records associated with a master
record. The user invokes the list of detail records from the master record when it is displayed
in a list or form applet.
Join. A join object definition creates a relationship between a business component and a
table that is not the business component's base table. The join allows the business component
to build fields using columns from the non-base (joined) table.
Join Specification. A join specification is a child object type of join that provides details about
how the join is implemented within the business component.
User Property. A user property is a temporary storage field in a business component that is
not tied to the database. When a user sets a value in a business component user property, it is
not visible to other users of the same business component
Business Service. A business service is a reusable module containing a set of methods. It
provides the ability to call its C++ or script methods from customer-defined scripts and object
interface logic, through the invoke-method mechanism.

APPLET
An Applet is a data entry form, composed of controls, that occupies some portion of the Siebel
application user interface. An applet can be configured to allow data entry, provide a table of
data rows, or display business graphics, or a navigation tree. It provides viewing, entry,
modification, and navigation capabilities for data in one business component.
An Applet is always associated with a business component. Although the same
business component can be associated with multiple applets, an applet is associated with
only one business component.
Applets are associated with one or more Siebel Web templates. Web templates
are files that contain HTML and proprietary Siebel tags that define the layout and format
of the applet in the user interface.

Types of Applets:
Form applet. A form applet displays data in a data entry form. Fields in the business
component appear on the form applet as text boxes, check boxes, and other standard
controls. A form applet appears in below figure.
List applet. A list applet allows the simultaneous display of data from multiple records.
A list applet displays data in a list table format, much like a spreadsheet or word
processor table. Rows in the list applet correspond to records in the business
component; list columns in the list applet correspond to fields in the business
component. In addition to textual data, lists also support images in JPEG and GIF
formats and edit controls such as check boxes, drop-down lists, MVGs, and text fields. A
list applet appears in below figure.

Pick applet. A pick applet is a dialog box window that appears when a selection is to be
made in a control or list column that has the check mark icon to its right. The pick applet
provides a list or table of selection values, from which the user selects a value or record.
A pick applet displays data that has a M:1 relationship to the data in the parent applet. A
pick applet appears in below figure.

Multi-value group applet. A multi-value group applet is used for entry,


maintenance, and viewing of a list of detail records associated with one or more
fields in the currently displayed master record. MVGs allow the user to associate
multiple records to a single field in a form or list and provide a way of representing
one-to-many relationships within a single record of data.
There are two ways in which users can add data to the MVG:

 Inputting data
 Selecting from existing database records
Chart applet. A chart applet graphically displays data from a business component in a bar
chart, line graph, pie chart, scatter diagram or other format. It summarizes and
illustrates data relationships. Charts are usually accessed through a tab in the third-
level navigation level and contain a number of sub- category views (multiple charts of
data). These are displayed in an overview of miniature chart graphics (.gif images) with
title text. Both the mini-graphics and the title text for the chart are hyperlinked to the
detailed version of the chart. A chart applet appears below.

Association applet. An association applet provides the user with the ability to associate
records of two business components that have a many-to-many relationship. It is
invoked from the check mark icon in a multi-value group applet.

Explorer or Tree applet. A tree applet is used to create an explorer view that allows the
user to navigate hierarchically through a structured list of object instances. A tree
applet appears below.
File attachment applet. File attachment applets provide access to external documents,
such as spreadsheets, word processing documents, and presentations, that have been
imported in compressed format into records in a Siebel application.

JOINS

A Join object definition creates a relationship between a business component and a


table other than its base table. The join allows the business component to use columns
from that table. The join uses a foreign key in the business component to obtain rows on
a one-to-one basis from the joined table, even though the two do not necessarily have a
one-to-one relationship.

Master-Detail Relationship in a Join


Set of Rows Resulting from a Join

A join is always one-to-one and it is always between a business component and a table.
Once a join is created, you can create additional fields in the business component based
on columns in the joined table. In the diagram, the account name, city and state are fields
that can be added to the Contact business component because of this join.
How a Join is constructed:

Join Relationships
The roles of the object definitions in the diagram are summarized as follows:

Business Component object type. The business component is the parent object
definition of the join. Because of the join, fields in the business component (called
joined fields) can represent columns from the joined table.
Joined field. A joined field in the business component represents a column from a table other
than the business component’s base table. Therefore, a joined field must obtain its values
through a join. A joined field has the name of the join in its Join property. Together the Join
property and Column property identify the column and how to access it.
Join object type. Join is a child object type of the Business Component object type. The Join
object definition uniquely identifies a join relationship for the parent business component and
provides the name of the destination (joined) table. The join object definition identifies the
joined table in the Table property.
Join Specification object type. The join specification object definition is a child of the join object
definition. It identifies the foreign key field in the business component and the primary key column
in the joined table.

LINKS
A link implements a one-to-many (or master-detail) relationship between
business components based on their base tables. The Link object type makes master-
detail views possible, in which one record of the master business component displays
with many detail business component records that correspond to the master.

Link in a Master-Detail View


How a Link is constructed:

Link. The Link object definition specifies a master-detail relationship between two
business components. It identifies the master and detail business components, the key
field in the master business component, and the foreign key field in the detail business
component.
Master business component. The master business component is the “one” in the one-
to-many relationship. The name of this object definition is specified in the Parent
Business Component property in the Link object definition.
Detail business component. The detail business component is the “many” in the one-
to-many relationship. The name of this object definition is specified in the Child
Business Component property in the Link object definition.
Source (primary key) field. The source field, also known as the primary key field, is a
field in the master business component that uniquely identifies records in the
business component. It represents the ROW_ID column from the business component’s
base table. The name of this field is specified in the Source Field property in the Link
object definition. Source field typically, but not necessarily, represents the row id
column from the business component’s base table.
Destination (foreign key) field. The destination field, also known as the foreign key field,
is a field in the detail business component that points back to the master record in the
business component. Account Id and Opportunity Id are typical foreign key fields.
Link Architecture

In a master-detail view, a Link object definition is incorporated into a business


object (by means of a Business Object Component object definition) to establish the
master-detail relationship. This relationship applies to any use of the two business
components together within the context of the business object. Each view specifies the
business object it uses in its Business Object property. This forces the view to operate
as a master-detail view, as specified in the link, without any additional configuration of
the view.
A multi-value link implements a special use of the Link object type, which is the
maintenance by the user of a list of records attached to a control or list column in an
applet. The group of attached detail records is called a multi-value group.

VIEWS

A view is a collection of applets that appear at the same time on the same screen. A
view can be thought of as a single window’s worth of data forms (applets). Generally, a Siebel
application window displays one view at any one time. The currently active view is changed
by selecting a different view from the view tabs.
Views are typically of the following styles:

List-Form View.
In a list-form view, a list applet and a form applet display data from the same business
component. The list applet appears above the form applet. The form applet presents
the same information as the currently selected record in the list applet, with a different
arrangement that may include more fields.
Master-detail view:

In a master-detail view, typically a form applet and a list applet display data from
two business components related by a link. The form applet appears above the list
applet. The form applet displays one record from the master business component
in the master-detail relationship. The list applet displays all of the records from the
detail business component that have as their master record the record currently
displayed in the form applet.
Thread bar

The thread bar is a navigational tool for the user. It provides the means to navigate from
view to view among the views previously visited in the current screen.

Drilldown Behavior in a View

The Drilldown Object object type is a child of Applet, used primarily in list applets. It

allows the user to drill down from a cell in a list applet (or using a pop-up menu in

either a form or list applet) to a particular view.

Types of Drilldown Behavior:

1. Static Drilldown Behavior:

In the example, underlined account name appears in the list column labeled
Name. If the user clicks the account in the Name list column, a master-detail view
appears, with the selected account in a form applet above an applet displaying the
corresponding list of contacts.
Static Drilldown Configuration

2. Dynamic drilldown Behaviour


Dynamic drilldown enables hyperlink navigation to multiple views from the
same hyperlink field, depending on the value of a field in the applet’s current record.
This is useful in the situation where special processing is desired for various types of
contacts, opportunities, accounts, and so on. The business component may have a field
that indicates a classification, such as the Lead Quality for an opportunity or the primary
Industry for an account. The drilldown behavior can be to check this field in the current
record, and navigate to different views for different values found there.

Dynamic Drilldown Configuration


SCREENS

A screen is a logical collection of views. It is not a visual construct in itself; rather,


it associates views so that other visual constructs, such as the Site Map and tab bar, can
reflect the list of views contained in the currently active screen.
A screen does not have a direct relationship with a business object in the same
way that a view does. No property in the Screen object type specifies a business object.
However, a screen normally contains only views relating to the same business object;
this is good design practice. In this sense, it can be loosely said that a screen corresponds
to one business object.

Applications of a Screen:

Siebel applications are primarily a collection of screens that users can invoke
from the desktop by double-clicking an icon or by pointing a browser to a server running
the application. Each combination of screens that is appropriate to a specific class of
users can be provided as an application. Siebel Sales, Siebel Service, and Siebel
eMarketing are examples of applications. Custom applications can be configured as well,
uniquely combining user interface object definitions to meet particular requirements
of the organization.

In addition to collecting a group of screens and their views, an application object


definition includes the following:

 Find object definitions that configure the Find dialog box.

 Scripts written in Siebel VB or Siebel eScript and browser JavaScript that can be
implemented

 These are implemented through Application Script child object definitions, and
created and maintained in the Siebel VB or Siebel eScript Editor.

 Custom menu options for Siebel-provided methods. These are implemented


through the application method menu item object definitions, and created in the
Applet Method Menu Item Wizard.
CONFIGURING APPLICATION:
When configuring applications for deployment in High Interactivity mode, consider the
following:
 Browser scripting is fully supported in High Interactivity mode.
 For fields to interpret and display custom HTML, such as a URL entered by the
user, the field’s Type property must be set to URL. If it is not set to URL, the HTML
is presented and interpreted as plain text. For example, if a user typed a URL in a
field of type TEXT, the URL would not be recognized as a link to a Web page.
 You cannot modify the appearance of the rich text editor.
 You cannot modify the background and text color of list applets.
 You cannot place method-invoking controls, such as the delete function, on every
row in a list. Instead place a button that calls the method on the applet itself.
The function will act on the selected record.
There are cases when an application’s configuration file is set to run in High
Interactivity mode and all the applets in a view are configured to support High
Interactivity, but the view appears in Standard Interactivity mode. Reasons this might
occur are:

 One of the applets is in the Query mode. Because High Interactivity implicitly
supports query operations from the user interface, it does not support the
explicit use of the Query mode.
 One of the applets is in the New mode and uses a New template that is different
from the Edit template used in its default mode. This can be avoided by
inactivating New templates associated with the applets used in High
Interactivity applications. The framework will then default to using the Edit
template itself to create new records.
 One of the list applets has multi-row edits or multi-row select enabled.
 One of the list applets is a hierarchical list applet.
 The view uses a template that shows applets in a catalog-style layout. None of the
employee applications should be using this layout.
 A combo box picklist uses Long Lists or has an associated pick applet. For
example, if you perform an action from a High Interactivity applet that causes a
pick applet to be displayed, the pick applet will not be in High Interactivity mode.

Common questions

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Virtual business components in Siebel provide the advantage of accessing data from external sources that are not directly in the Siebel database, thereby displaying real-time information in the Siebel interface . Unlike regular business components that operate directly on Siebel database tables, virtual business components fetch and present data from other systems, enhancing integration capabilities without replicating data .

Extension tables in Siebel applications allow additional columns to be logically added to a base table, circumventing DBMS limitations that might restrict adding columns to an existing table or the maximum number of columns . They are provided specifically as a workaround to expand base tables without incurring the overhead of altering database structures physically. Extension tables can be updated within the business component context and they manage a one-to-one or one-to-many relationship .

A link in Siebel establishes a one-to-many relationship between business components, allowing for master-detail views where one master record can have multiple associated detail records . A multi-value link is a specialized type of link used in implementing multi-value groups, enabling a list of detail records to be maintained by the user for a single master record, which is displayed in a control or list column in an applet .

In Siebel, business objects implement a logical database model, comprising a set of interrelated business components connected through links. They define the one-to-many relationships dictating how business components interact within the confines of a business model, offering a structured approach to organize and retrieve information .

Master-detail views in Siebel improve data representation by displaying a master record in a form applet and its related detail records in a list applet in a single view, facilitating comprehensive data analysis and navigation . Essential elements for configuring these views include linking master and detail business components, specifying their respective fields, and utilizing the Link object type to maintain the relationship across different application views .

User properties in Siebel business components act as temporary storage fields not connected to the underlying database. They provide functional capabilities unique to the application layer, unlike regular database fields which are stored and managed within the database itself .

Public data tables in Siebel applications hold data accessible through business components to developers and users, and they can be extended using extension tables and columns, subject to database restrictions. On the other hand, private data tables are similar to public data tables but cannot have extension columns .

Interface tables in Siebel applications are used by Siebel Enterprise Integration Manager (EIM) to import and update data between Siebel applications and other enterprise systems. They streamline batch updates and data migrations, but they must align with data consistency and integrity rules of both Siebel and the external systems .

Static drilldown in Siebel applications allows users to navigate to a specific view by clicking on a hyperlink, consistently directing them to a predefined destination . Dynamic drilldown, however, provides more flexibility by allowing navigation to different views based on the value of a specified field in the current record, catering to scenarios requiring different processes for varied data types or categories .

Joined tables in Siebel applications relate to business components through foreign key relationships, allowing business components to integrate data from tables other than their base tables. This relationship is typically read-only, as the data from joined tables is not directly updatable within the business component, except when dealing with extension tables where updates are possible .

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