Sunday, February 1, 2009

Application Home Page

Application Home Page
  • Intial log in to a siebel application displays the application home page

Screen Home Pages

  • Click the screen tabs to access data specific to a functional area such as Accounts,Opportunities and contacts

Browser Controls

  • Use the browser Back and forward button to navigate within the siebel applicatin and between siebel application and other applications .

Navigate The User Interface (UI)

  • Click the different UI elements to navigate to different data
Application-Level Toolbars and Menus
  • Access elements related to global functions
Global Toolbar : iHelp and Reports
  • Access context-sensitive tasks and reports associated with the active screen
Global Toolbar: Site Map
  • Access a list of all screens and views available to the user

Using The Siebel Client

Module Objectives

After completing this module you will be able to :

  1. Describe Siebel User interface (UI) terminology
  2. Describe the relationship between lists,forms,views,business components and business objects
  3. Navigate and perform common tasks using siebel 7.7 applications
Why you need to know:

  1. Understanding the UI enables you to effectively use siebel applications
  2. Knowledge of standard application featueres provides context for configuration later in the course

Siebel Product Implementations

Should be :

  • Based on supporting new and existing business process with a braod set if predefined functionality
  1. Existing siebel capabilities can satisfy a wide range of implementation requirements
  • Focused on leveraging product capabilities and minimizing custom configuration

Should not be :

  • Approached as a software development project
  • Initiated as an opportunity to gather and develop software features based on user with lists
  • Attempted until you are familiar with the standard functionality for all entities being implemented
Two Ways to satisfy user requirements

  • Modify the purchased application through configuration to :
  1. Match currency legacy systems and processes
  2. Meet all pertinent user requests that drive day-to-day business operations
  • Modify current business to :
  1. Leverage application functionality
  2. Align with best-practice business processes
Impacts of the implementation approaches

  • Modify the application
  1. Should only be considered as a last resort
  2. Should not exceed 20% of the purchased application functionality
  • Modifying the business processes
  1. Requires minimal modifications to application
  2. Increases Productivity and reduces implementation time

Siebel Business Models


  • Provides step-by-steo work details for individual roles
  1. Steps corresponding to applicable siebel functional areas
  • Are Useful during implementation because they :
  1. Encapsulate best practices and leverage siebel application standard functionality
  2. Demonstrate the flow of the user experience through the application
  3. Provide a basis for creating test scripts

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