Students learn to navigate and maintain data in Siebel applications by using common entities. Students explore built-in functionality in Siebel Sales and Siebel Call Center and then other cross-application features. The course is appropriate for customers on Siebel 15.x and Siebel 8.x. Hands-on activities are performed using Open UI

Learn To:

• Create, modify, delete, and search for records
• Work with common Siebel business entities
• Use basic functionality of Siebel Sales and Siebel Call Center
• Navigate Siebel applications
• Describe other cross-application features
• Describe best practices for a Siebel implementation

Course Topics

Using Siebel CRM

• Introducing Siebel CRM Applications
• Navigating
• Working with Data in the Siebel User Interface

Common Siebel Business Entities

• Representing customers with Accounts and Contacts
• Describing tasks with Activities
• Defining sales-related objects with Opportunities and Quotes
• Resolving customer issues with Service Requests
• Using Siebel business entities to implement business practices

Siebel Application Features

• Siebel Sales scenario: Opportunity Management
• Siebel Sales scenario: Forecasting
• Remote, TAS, Sales Methodologies
• Siebel Call Center: service scenario
• Email Response, SmartScript, Hoteling, and Multi-Tenancy

Other Siebel Features

• iHelp
• Inbox
• Reports
• Audit Trail
• Search
• Administration

Recommended Implementation Practices

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This Siebel Scripting Rel 15.5 training is designed for Siebel developers who are tasked with implementing server side scripts in Siebel CRM. Expert Oracle University instructors will teach you how to make educated decisions about whether to write script or use appropriate alternative technologies available with Siebel CRM. This course is built on Siebel IP15.5, but applies to Siebel 8.x,  Siebel IP16.x, Siebel IP17.x, Siebel 2018 and Siebel 2019.

Learn To:

• Measure and improve Siebel script performance.
• Create custom business services.
• Write good scripts.
• Access object instances.
• Use the Script Editor and Debugger in Siebel Tools.
• Understand Siebel event handling.

Benefits to You

By taking this course, you’ll develop the necessary skills to write high-quality server-side eScript code on the Application, Business Component and Business Service level. In addition, you’ll become more familiar with debugging and profiling techniques that will optimize the performance of scripts.

Course Topics

Introducing Siebel Scripting

• Script Environment
• Browser-side vs. Server-side Scripting
• Appropriate Use of Scripting

Exploring Alternatives to Siebel Scripting

• Administrative Solutions
• Data Validation Manager
• Runtime Events
• Declarative Alternatives
• Workflow
• Workflow

Siebel Event Handling

• Events and Objects
• Pre and Post Event Handlers
• Object Interfaces

Coding and Debugging in the Script Editor

• Siebel Tools Script Editor
• Debugger
• Importing and Exporting Scripts
• ScriptAssist
• Compiling Scripts

Using the Siebel Object Interfaces

• Object APIs
• Calling Business Services
• Performing a Query

Accessing Object Instances

• UI Context
• Non-UI Context

Writing Good Scripts

• Best Practices for Scripting
• Encapsulation
• Comments
• Libraries
• Exception Handling
• Tracing
• Translation

Creating Custom Business Services

• Siebel Business Services
• Pre-built Business Services
• Business Service Method Input and Output Arguments
• Business Service Method Input and Output Arguments
• Business Service Event Handlers

Invoking Business Services

• Scripting Case Study
• Workflow
• Runtime Events and Action Sets
• Toolbar and Menu Items
• Web Services

Script Performance

• Script Performance Profiler
• SARM
• Usage Pattern Tracking
• Best Practices for Script Performance

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Students get hands-on practice: mapping external data to Siebel tables and columns; using EIM table reports to determine how to populate EIM tables and columns to load base tables; running EIM import, export, and delete jobs; and dealing with party data, user keys, primaries, and extensions. This course is built on Siebel IP15.5, but applies to Siebel 8.x,  Siebel IP16.x, Siebel IP17.x, Siebel 2018 and Siebel 2019. Practices are performed using Open UI.

Learn To: 

• Import legacy data into the Siebel database
• Export Siebel data to an external system
• Mass delete Siebel data

Course Topics

Siebel table relationships and referential integrity

• User, primary, and foreign keys
• Party and denormalized data
• ROW_IDs
• Temporary, required, and extension columns

EIM Architecture

• EIM (interface) tables
• Base, target, or destination tables
• EIM to base table mappings
• EIM jobs
• Configuration (.ifb) files
• Parameters

EIM imports and updates

• Processing steps
• .IFB options
• Resolution of foreign keys and list of values
• ROW_ID values
• Primaries
• Populating the EIM table

Data mappings

• Source to base
• Determining the interface table
• Determining required columns and values

Controlling processing and logging

• Only base tables/columns
• Insert rows/update rows
• Net change
• Session SQL
• Default/fixed columns
• Filter Query
• Skip BU_ID
• Tracing

Updating User Keys

• EIM_PARTY_UK
• EIM_ORG_EXT_UK

Setting Primaries

• Explicit
• Implicit
• MISC SQL

Populating Extension Columns

• EIM/Interface Table Mapping Wizard
• Apply, Activate, and Validate

Exporting Data

• Clear Interface Table
• Export Matches
• Export All Rows
• Populating BU columns

Deleting Data

• Cascade deletes
• Delete Exact
• Delete Matches
• Delete All Rows
• Commit Options

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