Siebel Technical Training

Essentials (Siebel 7.7)

December 2004

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Module i: Essentials (Siebel
7.7) Training
Module Agenda
 This module provides an introduction to the:
 Instructor and class participants
 Training site information
 Course:
 Audience
 Prerequisites
 Goal
 Objectives
 Methodology
 Materials
 Agenda

Why you need to know

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Instructor and Class Participants
 Who are you?
 Name
 Company
 Role
 What is your prior experience?
 Siebel eBusiness Applications
 Relational database
 Programming
 How do you expect to benefit from this course?

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Training Site Information
 Bathrooms  Class duration and breaks

 Telephones  Meals and refreshments

 Fire Exits  Questions?

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Course Audience
 This course is designed for implementation teams
 Application developers
 System architects and configurators
 Database administrators
 Systems administrators

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

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Course Goal
 To enable participants to identify and perform tasks required for
an initial Siebel 7 Application deployment

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Course Objectives
 Use a standardized implementation methodology
 Navigate the Siebel eBusiness user interface
 Describe the Siebel eBusiness architecture
 Install Siebel eBusiness software to set up your enterprise
 Secure access to Siebel applications and data
 Define your company structure
 Configure a Siebel eBusiness application
 Populate and manage data into the Siebel database
 Automate business rules in your Siebel eBusiness application
 Migrate from development to test
 Support mobile clients

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Course Methodology
 Subject matter is delivered via:
 Lecture and slide presentations
 Software demonstrations
 Class discussions
 Hands-on labs

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Course Materials
 Student Guide
 All slides presented during lecture
 Notes that point to Siebel Bookshelf references
 Lab Guide
 Hands-on lab exercises and solutions

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Overview of Course Flow

1. 2. 3. 4.
Foundations Architecture Access Exploring
and Control and Siebel
Installation Organization Applications
Setup

5. 6. 7. 8.
Configuration Data Loads Business Deployment
Process
Automation

9.
Conclusion

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Course Agenda
 Foundations
 1: Introducing Siebel Applications
 2: Implementing Siebel Applications
 3: Using the Siebel Client
 4: Working with Data in the User Interface

 Architecture and Installation

 5: Exploring the Siebel Architecture
 6: How Clients Access Siebel Data
 7: Installing Siebel Software
 8: Introducing Server Administration
 9: Server Configuration and Management

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Course Agenda Continued
 Security
 10: Securing Siebel Implementations
 11: Implementing the Company Structure
 12: Controlling Access to Views
 13: Controlling Access to Customer Data
 14: Controlling Access to Master Data

 Exploring Siebel Applications

 15: Understanding Object Definitions Behind a Siebel Application
 16: Using Siebel Tools to Examine Object Definitions
 17: Understanding the Siebel Data Model
 18: Understanding Business Components
 19: Understanding Party Business Components
 20: Understanding Business Objects

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Course Agenda Continued
 Configuration
 21: The Configuration Process
 22: Managing Object Definitions
 23: Editing and Compiling Object Definitions
 24: Understanding the Physical User Interface
 25: Configuring Applets
 26: Configuring Applications, Screens, and Views
 27: Configuring Drilldowns
 28: Configuring Business Components and Fields
 29: Creating Business Components and Fields
 30: Configuring Picklists
 31: Configuring Multi-Value Groups
 32: Extending the Siebel Database

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Course Agenda Continued
 Data Loads
 33: Exploring Integration Strategies
 34: Introducing Enterprise Integration Manager
 35: Data Mapping
 36: Invoking Enterprise Integration Manager
 37: Setting Enterprise Integration Manager Options

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Course Agenda Continued
 Business Process Automation
 38: Understanding Siebel Event Models
 39: Best Practices for Siebel Scripting
 40: Using Siebel State Model
 41: Introducing Siebel Workflow
 42: Deploying Workflow Processes
 43: Invoking Workflow Processes
 44: Understanding Interactive and Long-Running Flows
 45: Introducing Assignment Manager
 46: Creating Assignment Rules
 47: Assignment Manager Configuration
 48: Deploying Assignment Manager

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Course Agenda Continued
 Deployment
 49: Performance, Scalability, and Reliability Considerations
 50: Migrating from Development to Test
 51: Using Siebel Remote to Support Mobile Clients
 52: Administering Siebel Remote

 Conclusion
 53: Final Words

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Summary
 This module provides an introduction to the:
 Instructor and class participants
 Training site information
 Course:
 Audience
 Prerequisites
 Goal
 Objectives
 Methodology
 Materials
 Agenda

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