PDF Using Siebel Tools - Oracle
Using Siebel Tools
Siebel Innovation Pack 2013 Version 8.1/8.2 September 2013
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Contents
Using Siebel Tools 1
Chapter 1: What's New in This Release
Chapter 2: Using Siebel Tools
Overview of Using Siebel Tools 13
Roadmap for Setting Up and Using Siebel Tool 14
Process of Setting Up the Development Environment 14
Installing Siebel Tools 15 Specifying the Data Source That Siebel Tools Uses 15 Setting Database Options 17 Choosing the Browser That the Applet Layout Editor Uses 17 Controlling How Siebel Tools Handles Versions for a Workflow Process or Task UI 18 Setting the Language Mode 19 Controlling How Siebel Tools Displays the Confirmation Dialog Box 20 Resetting Development Tools Options 20
Using the Object Explorer and Object List Editor 21
Overview of the Object Explorer and Object List Editor 21 Locating and Modifying an Object Definition in the Object List Editor 24 Displaying Object Types in the Object Explorer 26 Using Lists and Tabs in the Object Explorer 27 Using the Object List Editor 28
Using Menus and Running Queries 31
Using the Menu Bar 31 Using a Right-Click Menu 31 Running Queries 31 Getting Documentation About an Object 34
Using Windows, Wizards, and Toolbars 34
Using the Properties Window 35 Using the Applets Window 35 Using the Controls and Columns Window 36 Using the Palettes Window 37 Using the Web Template Explorer Window 37 Using the Multi Value Property Window 37 Using the Bookmarks Window 38
Using Siebel Tools Version 8.1/8.2
3
Contents
Displaying, Docking, and Stacking Windows 38 Using a New Object Wizard 39 Using the Toolbars 40
Using Editors in Siebel Tools 41
Using a Layout Editor 42 Specifying the Web Template Editor 42 Using an Editor That Includes a Canvas 43 Using a Script Editor 45
Using the Command Line 45
Chapter 3: Managing Repositories
Overview of Managing Repositories 47
Viewing Information About the Current Repository 48
Renaming a Repository 49
Guidelines for Naming a Repository 50
Comparing Two Repository Files 50
Using the Server Manager Command Line Interface to Start the SRF Differences Utility 51
Managing Modifications That Multiple Developers Make 52
Administering Object Tags 52 Enabling Object Tagging in Siebel Tools 53 Tagging Objects 54 Tagging Objects That You Do Not Modify 55
Configuring Siebel CRM to Read Data From a Single Repository 57
Exporting and Importing a Repository 58
Overview of Exporting and Importing a Repository 59 Importing a Repository in a Windows Environment 60 Importing a Repository in a UNIX Environment 61 Exporting a Repository 62 Importing or Exporting a Repository at a Later Time 62
Upgrading a Repository 62
Identifying Conflicts That Occur During an Upgrade 63
Process of Migrating a Repository 65
Preparing to Migrate the Repository 65 Using the Database Configuration Wizard to Migrate a Repository 66 Updating Siebel Remote Databases 69 Migrating Nonrepository Configurations and Data 70 Using the Repository Import and Export Utility 72
4
Using Siebel Tools Version 8.1/8.2
Contents
Guidelines for Migrating a Repository 74
Deleting a Repository 75
Chapter 4: Checking Out and Checking In Projects and Objects
Overview of Check Out and Check In 77
About the Project Object Type 77 Guidelines for Check Out and Check In 78
Getting Projects from the Server Repository 78
Getting All Projects from the Server Repository 79 Getting Some Projects from the Server Repository 80 Getting Locale Data from the Server Repository 81
Using Check Out and Check In 81
Allowing Object Locking for a Project 81 Checking Out Projects from the Server Repository 82 Checking Out Objects from the Server Repository 83 Checking In Projects or Objects to the Server Repository 84 Locking a Project in the Local Repository 85 Locking an Object in the Local Repository 85 Unlocking a Project 86 Undoing Project Check Out 86 Preventing Object Check In and Check Out 87 Viewing Locked Objects in a Project 87 Viewing Differences Between the Local Repository and the Server Repository 87
Setting Options for Check Out and Check In 88
Configuring Third-Party Code Control 88 Configuring Siebel Tools to Restart Editors After Check Out 92
Customizing Projects 93
Creating a New Project 93 Renaming a Project 94 Modifying the Project That an Object References 94 Modifying the Location Where Siebel Tools Saves Objects and Projects 95
Chapter 5: Customizing Objects
Overview of Customizing Objects 97
Creating, Modifying, Copying, Validating, and Deleting an Object 98
Creating an Object 99 Modifying an Object 100 Copying an Object 100
Using Siebel Tools Version 8.1/8.2
5
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