Siebel Basics Training

TSR Training Team

June 2015
Cummins Internal Only
Training Objectives

Objective : The objective of this course is to understand the basic

components and navigation techniques that can be managed in Siebel

This Course module contains the following chapters:

Accessing Siebel
Siebel Components and Terminology
Navigation Techniques
Logging Out

2
Accessing Siebel
3
Accessing Siebel
Step Action
1 Launch a web browser and
enter the URL for the
Siebel application
Test Environment: care-
stg.cummins.com/htim_enu
Production Environment:
care.cummins.com/htim_en
u
2 Enter the WWID in the
User ID field and the LDAP
password in the Password
field.
3 Click Enter on your
keyboard or the arrow
button.

4
 Accessing Siebel Contd
Step Action

4 The user is navigated

to the Siebel Home
Page screen

5
Setting Up Email User Profile
Step Action

5 Click on Tools and select User

Preferences
6 Select Outbound
Communications tab 5

7 Populate the fields with

information as noted in the
example.
8 Click Save to save profile
preferences

6
Siebel Components and
Terminology
7
Siebel Components and Terminology
Siebel data is displayed in Applets, which are containers of records. Two
types of applets are: Form and List Applets.
A Form Applet displays detailed information about a single record at a
glance.
A List Applet displays one or more records in a list. Scroll bars are
provided to help a user look within and across multiple records.
A Record is a group of related data organized into fields. For example,
information about a contact, such as last name, first name, address and
phone number, makes up a contact record.
A record can appear in a list of multiple records (List Applet), or it can be
displayed individually in a form (Form Applet).
A field is a location in a record in which specific data is stored. Fields can be
edited in either the List or Form applet. There are several types of fields
available.

8
Siebel Components and Terminology
Section A

Section B
 Section A
9
1

2 1
8 0
3 6

5 4

No. Element No. Element

1 Screens (Accounts Screen) 6 Field
2 Link Bar 7 Hyperlink
3 Applet-level Menu 8 Visibility Filter
4 List Applet 9 Site Map Icon
5 Record 10 Show More / Show Less
 Section B
11
13
12

No. Element
11 Form Applet
12 New Record
13 New Query
Siebel Components/Terminology 16

14

15

No. Element
14 Thread Bar
15 View Tabs
16 Pre-Defined Queries
Siebel Components and Terminology

14
Navigating Techniques
15
Navigation Techniques
Applet Navigation
Step Action

1 Navigate to the Activities screen and choose the

Activities List hyperlink from the Link Bar.

2 From the Activity list applet use the and arrow

buttons to move to the next record.

3 Clicking the and buttons moves records at a set

of 10 at a time.

4 Clicking the Show More/Show Less button to more or

less or the List.

16
Navigation Techniques
Sorting Information Column Header Sort
Step Action
1 From the Activities List Applet click on one of the column headers
to sort information by that column.
Ex: Click on Start
2 Upon selecting the column name the records are sorted in
ascending order.
Note: By clicking on the same column name again the details
will be sorted in descending order.
NOTE: Sorting in All (visibility) views may have a performance impact
Navigation Techniques
Sorting Information Advanced Sort

Step Action

1 From the Activities List Applet

click on the Menu button and
select Advanced Sort.
2 From the Sort Order window
select the columns which you
would like to Sort By from the
dropdown list

3 Select the Ascending or

Descending option to control
how records are sorted

5 Click OK
Navigation Techniques
Rearranging Columns Dragging and Dropping
Step Action
1 From the Activities List Applet left click and hold on one of the column headers while dragging the
column across the screen.

2 The column will be positioned in the newly specified location.

Note: Changes to positions will be saved for the future

New location

19
Navigation Techniques
Rearranging Columns Columns Displayed

Step Action

1 From the Activities List Applet

click on the Menu button and
select Columns Displayed.

2 Click the or button to add

fields from the Available Columns
list to the Selected Columns list.

3 Use the
buttons on the right of the
Selected Columns list to adjust
the sequence of the columns in
the list applet.

20
Navigation Techniques
Using the Thread Bar
Step Action
1 Navigate to the
Service Request
screen and choose
the Service Request
List hyperlink from
the Link Bar.
2 Click the Last Name
hyperlink in the list
applet.
Note: A thread will
start to form above
the screen tabs
3 From the thread bar
select the SR # to
navigate back to the
SR List view.

21
Navigation Techniques
Visibility Filter
Step Action
1 Navigate to the Activities screen and choose the Activities List link bar.

2 Click the Visibility Filter drop-down currently showing the default option My Activities.

3 Choose a different view such as All Activities.

4 Activities displayed in the list will change from My Activities to All Activities within Siebel.

22
Navigation Techniques
Navigation pick applets

Step Action
1 Navigate to the
Activities screen and
choose the Activities
List hyperlink from the
Link Bar
2 Select the Last Name
Pick Icon from one of
the activity records
3 Select Show Available
From the drop down
select your option to
search by. Enter a
name in the Last Name
field and click GO to
query for a contact

23
 Navigation Techniques

Working with Records

Function Description
New Record Generates a new record
Save Record Saves the new or updated record to the database
Undo Record Undoes any changes made prior to saving the record
Copy Record Copies the record currently selected into a newly generated record

24
Logging Out

25
 Logging Out of the Siebel Application

Step Action
1 Choose File Log
Out from the
application-level
menu
2 This will end the
session and the user
will be navigated to
the Login screen