Module i: Siebel 8.0 Essentials Training

1. Module i: Siebel 8.0 Essentials Training

Siebel 8.0 Essentials
Module i: Siebel 8.0 Essentials
Training
i
Copyright © 2007, Oracle. All rights reserved.

2. Module Agenda

This module provides an introduction to the:
Instructor and class participants
Training site information
Course:
Audience
Prerequisites
Goal
Objectives
Methodology
Materials
Agenda
Copyright © 2007, Oracle. All rights reserved.
2 of 17

3. Instructor and Class Participants

Who are you?
Name
Company
Role
What is your prior experience?
Siebel Applications
Relational database
How do you expect to benefit from this course?
Copyright © 2007, Oracle. All rights reserved.
3 of 17

4. Training Site Information

Bathrooms
Class duration and breaks
Telephones
Meals and refreshments
Fire Exits
Questions?
Copyright © 2007, Oracle. All rights reserved.
4 of 17

5. Course Audience

This course is designed for implementation teams
Application developers
System architects and configurators
Database administrators
Systems administrators
Copyright © 2007, Oracle. All rights reserved.
5 of 17

6. 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
Copyright © 2007, Oracle. All rights reserved.
6 of 17

7. Course Goal

To enable participants to identify and perform tasks required for
an initial Siebel 8 Application deployment
Copyright © 2007, Oracle. All rights reserved.
7 of 17

8. Course Objectives

Navigate the Siebel application user interface
Secure access to Siebel applications and data
Define your company structure
Describe the Siebel application architecture
Describe the steps required to install Siebel application software
to set up your enterprise
Configure a Siebel application
Automate business rules in your Siebel application
Populate and migrate data into the Siebel database
Migrate data between environments
Copyright © 2007, Oracle. All rights reserved.
8 of 17

9. Course Methodology

Subject matter is delivered via:
Lecture and slide presentations
Software demonstrations
Class discussions
Hands-on labs
Copyright © 2007, Oracle. All rights reserved.
9 of 17

10. Course Materials

Student Guide
All slides presented during lecture
Notes that point to Siebel Bookshelf references
Lab Guide
Hands-on lab exercises and solutions
Copyright © 2007, Oracle. All rights reserved.
10 of 17

11. Overview of Course Flow

1.
Using
Siebel
CRM
2.
Access
Control and
Organization
Setup
3.
Physical
Architecture
and
Management
4.
Installation
and
Security
5.
Siebel
Application
Architecture
6.
Application
Configuration
7.
Siebel
Workflow
8.
Configuring
Business
Logic
9.
Data
Loads
10.
Application
Deployment
Copyright © 2007, Oracle. All rights reserved.
11 of 17

12. Course Agenda

Using Siebel CRM
1: Introducing Siebel Applications
2: Using the Siebel Web Client
3: Working with Siebel Data
Access Control and Organization Setup
4: Responsibilities and Views
5: Users, Positions, and Organizations
6: Controlling Access to Customer Data
7: Catalogs and Master Data
Physical Architecture and Management
8: The Siebel Web Architecture
9: Server Components and Parameters
10: Server Management
11: Siebel Client Types
Copyright © 2007, Oracle. All rights reserved.
12 of 17

13. Course Agenda Continued

Installation and Security
12: Securing Access to the Application
13: Installing Siebel Applications
Siebel Application Architecture
14: Siebel Application Architecture
15: Using Siebel Tools to Examine Object Definitions
16: The Siebel Data Model
17: Siebel Business Components
18: Siebel Party Business Components
19: Siebel Business Objects
20: Configuration Strategy
21: The Configuration Process
Copyright © 2007, Oracle. All rights reserved.
13 of 17

14. Course Agenda Continued

Application Configuration
22: Managing Object Definitions
23: Editing and Compiling Object Definitions
24: UI Layer Configuration: Web Templates
25: UI Layer Configuration: Applets
26: UI Layer Configuration: Applications, Screens, and Views
27: UI Layer Configuration: Drilldowns
28: Business Layer Configuration: Joins
29: Business Layer Configuration: Existing Business Components
and Fields
30: Business Layer Configuration: New Business Components and
Fields
31: Business Layer Configuration: Picklists
32: Configuring Multi-Value Groups
33: Data Layer Configuration
Copyright © 2007, Oracle. All rights reserved.
14 of 17

15. Course Agenda Continued

Siebel Workflow
34: Siebel Business Services
35: Building Siebel Workflow Processes
36: Testing and Deploying Workflow Processes
37: Executing Workflow Processes
38: Using Workflow Policies
Configuring Business Logic
39: Siebel Task UI
40: Task UI: Creating a Task
41: Transient Business Components and Branching
42: Siebel Business Rules
43: Creating Business Rules
44: Introducing Siebel Assignment Manager
45: Creating Assignment Rules
46: Tailoring Assignment Manager Behavior
Copyright © 2007, Oracle. All rights reserved.
15 of 17

16. Course Agenda Continued

Configuring Business Logic (Continued)
47: Invoking Siebel Assignment Manager
48: State Models
Data Loads
49: Introducing Enterprise Integration Manager
50: Creating Data Maps
51: Running Enterprise Integration Manager
Application Deployment
52: Introducing Application Deployment Manager
53: Deploying Application Customizations
Copyright © 2007, Oracle. All rights reserved.
16 of 17

17. Summary

This module provides an introduction to the:
Instructor and class participants
Training site information
Course:
Audience
Prerequisites
Goal
Objectives
Methodology
Materials
Agenda
Copyright © 2007, Oracle. All rights reserved.
17 of 17