Sales Web

SIEBEL eBUSINESS APPLICATIONS
SIEBEL SALES-WEB CLIENT

GUIDE
SIEBEL 2000
VERSION 6.2
10PA1-SW00-06200
SEPTEMBER 2000
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Siebel SalesWeb Client Guide
Contents
Introduction
Who Should Use This Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Intro-2
How This Guide Is Organized . . . . . . . . . . . . . . . . . . . . . . . . . . . . Intro-2
Additional Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Intro-3
Contacting Siebel Technical Support . . . . . . . . . . . . . . . . . . . . . . . . Intro-4
Siebel Welcomes Your Comments . . . . . . . . . . . . . . . . . . . . . . . . . . Intro-5
Chapter 1. About Siebel Sales-Web Client

Siebel Sales-Web Client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-2
The Siebel Sales Web Site . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-3
The Web Client and the Dedicated Client . . . . . . . . . . . . . . . . . . . . . . . 1-6
Overview of Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-7
Chapter 2. Setting Up Siebel Sales-Web Client

Preparing to Use Siebel Sales-Web Client . . . . . . . . . . . . . . . . . . . . . . . 2-2
Configuring Siebel Sales-Web Client . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-3
Configuring Web Site Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-3
Personalizing Siebel Sales-Web Client . . . . . . . . . . . . . . . . . . . . . . . . . . 2-4
Setting Up eSmartScripts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-5
Using the Search Applet and Advanced Search Applet . . . . . . . . . . . . . . 2-6
About the Search Applet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-6
About the Advanced Search Applet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-8
Version 6.2 Siebel Sales-Web Client Guide iii

Contents
Chapter 3. Setting Up User Access

Employee Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2
Security Adapters and External Authentication . . . . . . . . . . . . . . . . . . . 3-2
Login and Database Access . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-3
Overview of Setting Up User Access . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-5
Providing Access to Your Login Page . . . . . . . . . . . . . . . . . . . . . . . . . . 3-6
Configuring the External Authentication System . . . . . . . . . . . . . . . . . . 3-6
Information Stored in the External Authentication System . . . . . . . . . . . . . 3-7
Configuring to Use External Authentication . . . . . . . . . . . . . . . . . . . . . . . 3-7
Administering the External Authentication System Through Siebel Clients 3-12
Creating Database Logins . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-17
Creating an Authenticated Login . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-18
Creating an Authenticated User . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-18
Editing the eapps.cfg File to Recognize the Authenticated Login . . . . . . 3-20
Adding and Administering Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-21
Creating a Database Login . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3-21
Creating a New Organization, Division, or Position . . . . . . . . . . . . . . . . .3-21
Creating Responsibilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-22
Creating an Employee Record . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-22
Creating a User in the External Authentication Server . . . . . . . . . . . . . . . 3-28
iv Siebel Sales-Web Client Guide Version 6.2

Introduction
Who Should Use This Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Intro-2
How This Guide Is Organized . . . . . . . . . . . . . . . . . . . . . . . . . . . . Intro-2
Additional Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Intro-3
Contacting Siebel Technical Support . . . . . . . . . . . . . . . . . . . . . . . . Intro-4
Siebel Welcomes Your Comments . . . . . . . . . . . . . . . . . . . . . . . . . . Intro-5
Version 6.2 Siebel Sales-Web Client Guide I n tr o - 1

Introduction
Who Should Use This Guide
Who Should Use This Guide Intro
This guide includes instructions for setting up Siebel Sales-Web client and providing
users login access.
The audience for this guide consists of:
Database Persons who administer the database system, including data

Administrators loading; system monitoring, backup, and recovery; space
allocation and sizing; and user account management.
Siebel Application Persons responsible for planning, setting up, and maintaining
Administrators Siebel applications.
Siebel Application Persons who plan, implement, and configure Siebel applications,
Developers or possibly adding new functionality.
Configurators
Siebel System Persons responsible for the whole system, including installing,
Administrators maintaining, and upgrading Siebel applications.
How This Guide Is Organized 0
This book begins with a brief introduction to the functionality of Siebel Sales-Web
client.
Then it discusses the special set-up procedures that you need to use Siebel Sales-
Web client but do not need to use Siebel Sales on other platforms.
Finally, it discusses how to give your employees login access to Siebel Sales through
the Web.
It should be used in combination with the Siebel Applications Administration Guide,

which discusses general features of administering Siebel Sales, regardless of
platform.
In t ro - 2 Siebel Sales-Web Client Guide Version 6.2

Introduction
Additional Documentation
Additional Documentation 0
The following documentation also provides information on the topics addressed in

this guide.
Siebel Applications Administration Guide

Configuring Siebel .COM Applications
Siebel Release Notes
This guide does not provide information about general software concepts, such as
records and queries, or about using Microsoft Windows. Neither does it provide
instructions for basic navigation of Siebel applications. For this kind of information
about Siebel applications, refer to Siebel Basics. For information about basic
navigation of the Siebel Sales-Web client, see its on-line HTML help file.
Administrators and developers, such as marketing administrators, call center

administrators, and application developers, should also read the Siebel Applications
Administration Guide for information on how to set up and maintain Siebel
applications features.
You will find information about Siebel Technical and Professional Services in the
Guide to Siebel Global Services.
For copies of these documents, please use Siebel Books Online, accessible through
the Global Services tab on the Siebel Systems Web site (http://www.siebel.com).
Through Siebel Books Online, you can order additional Siebel documentation and
copies of the Bookshelf for Siebel eBusiness Applications CD-ROM.
For the most current and accurate documentation, see the Documentation Updates
section of the Siebel SupportWeb site (http://supportweb.siebel.com). The
SupportWeb page contains changes that we have made to the documentation since
it was released.
Another source of information is Siebel Online Help.

Introduction
Contacting Siebel Technical Support
Contacting Siebel Technical Support Intro
Do you know how to access Siebel Technical Support? It is crucial that you
understand the requirements for getting support before you encounter technical
issues that require Siebel Technical Supports assistance. This will facilitate smooth
resolution of your issues. If you have questions, please dont hesitate to contact us.
To maximize your knowledge of Siebel products and your return on investment:
You must attend Siebel training to become a designated contact.
Your Siebel-trained designated contacts provide technical support to your users.

Siebel Technical Support provides support directly to your designated contacts only.
To provide efficient, timely support and access to an extensive knowledge base:
Siebel Technical Support is primarily Web-based, accessed through Siebel

SupportWeb (http://supportweb.siebel.com). Please submit new service requests
to us through SupportWeb, where you can also search the knowledge base for
solutions.
Designated contacts receive read/write access to Siebel SupportWeb. All other

project team members at your company receive read-only accounts so that they can
access the support knowledge base.
To register for Siebel training, please access http://www.siebel.com/education/ and

choose Implementation Team Training.
Please submit your technical issues and updates to Siebel SupportWeb

(http://supportweb.siebel.com). If you do not have a SupportWeb account, or if
you have a question, please contact us at support@siebel.com or call your local
Siebel Support Center below:
North America: +800 214 0400 or +1 650 295 5724
Brazil (So Paulo): +55 11 5110 0800
UK (London): +44 (0) 800 072 6787 or +44 (0) 1784 494949
Germany (Munich): +49 89 957 18 400
France (Paris): +00 +800-21 40 40 04

Introduction
Siebel Welcomes Your Comments
Japan (Tokyo): 0120 606 750 (Japan domestic only),

+81 3 5469 3811 (outside of Japan)
Singapore: +65 320 8533
Outside of local support center hours, Gold and Rollout Support Option customers
can call +1 800 214 0400 or +1 650 295 5724.
We appreciate your business and look forward to working with you.
Siebel Welcomes Your Comments 0
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clarifications that you would find useful. Please include in your message:
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Contact us through regular mail or email at:
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We appreciate your feedback.

Introduction
Siebel Welcomes Your Comments

About Siebel Sales-Web Client 1
Siebel Sales-Web Client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-2
The Siebel Sales Web Site . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-3
The Web Client and the Dedicated Client . . . . . . . . . . . . . . . . . . . . . . . 1-6
Overview of Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-7
Version 6.2 Siebel Sales-Web Client Guide 1-1

About Siebel Sales-Web Client
Siebel Sales-Web Client
Siebel Sales-Web Client 0
Siebel Sales-Web Client allows field sales and telesales professionals to manage all
aspects of sales opportunities. It lets them access up-to-the-minute data from sales
team members about target accounts, key deal participants, product interest,
pricing, and historical activity, and it provides one-click access to product
configurator assisted quoting. It gives sales managers the benefit of immediate
access to comprehensive sales and forecast data.
Siebel Sales-Web Client is accessible from a Web browser, office network (LAN or
WAN), a dial up connection, or the Internet, depending on your company's
configuration.
1-2 Siebel Sales-Web Client Guide Version 6.2

The Siebel Sales Web Site
The Siebel Sales Web Site 0
When employees use Siebel Sales through the Web, they see a Web site similar to
the one shown in Figure 1-1. This figure shows all the screens that are licensed with
Siebel Sales-Web Client. Your employees actually see only the tabs that are
appropriate to the responsibilities assigned to them.
Figure 1-1. The Siebel Sales Web Site

Employees can click the tabs and buttons to use the following sections of Siebel
Sales-Web Client. These sections generally have subsections that display more
detailed information. For example, after clicking the Opportunities tab, users can
search for an opportunity, add or edit an opportunity, or display details of a
particular opportunity.
Home. The personalized home page greets the employee by name and lists his or
her recent work, such as current opportunities, current service requests, and
other current data. The employee can click any of these to view complete
information about it.
Opportunities. Lists all sales opportunities assigned to the user or the users sales
team, depending on responsibility. Each user can enter and update opportunities
here, as well as forecast committed opportunities.
Accounts. Lists all customer accounts assigned to the user. The user can also
enter and update accounts here.
Service. Lists all customer service requests assigned to the user. The user can
also enter and update service requests here.
Contacts. Lists all customer contacts assigned to the user. The user can also enter
and update contacts here.
Activities. Displays all activities assigned to the user. An activity is a task that
users generally perform for a contact, an account, a service request or an
opportunity. The user can also enter new activities here and reassign or edit
existing activities.
Quotes. Lists quotes that the user created for their customers. Users can create
quotes by using either a standard product list, a product catalog, or a
configurator that lets them assemble products and ensures that all necessary
components are included.
Orders. Lists orders that the user placed on behalf of customer accounts.
Catalog. Displays the product catalog that you have made available to the user.
Literature. Lists all literature that is available to the user. The user can download
these documents to view them online or print them.
Solutions. Lists solutions to common service requests.

eBriefings. Gives the user news and up-to-date information on your company,
your accounts, your competitors, news bulletins, and more.
SmartScripts. Provides the user scripted sequences of questions and answers,

that offer an interactive guide to making sales calls or answering service
requests.
Calendar. Lets the user keep track of appointments and other events.
Logout. Disconnects the user from Siebel Sales-Web Client. Users may want to
use this for security reasons, so that no one else can alter or view their data after
they have left their work stations.
Profile. Displays the employees user profile.
Help. Displays a help page that includes instructions about using Siebel Sales
through the Web.

The Web Client and the Dedicated Client
The Web Client and the Dedicated Client 0
For users familiar with previous releases of Siebel Sales running on the dedicated
Windows client, Table 1-1 summarizes the differences between Siebel Sales running
on the two platforms.
Table 1-1. Differences between Siebel Sales Windows Client and Web Client
Siebel Sales Dedicated

Question Windows Client Siebel Sales-Web Client
Where does it run? Installed on a PC. Installed on your

companys Web server,
accessible through a Web
browser.
How does it connect? Runs connected or stand Runs connected.

alone.
What is it used for? Basic, moderate, and Basic and moderate

intensive opportunity opportunity management,
management, with extensive with several key tools.
tools for many sales tasks.
Who uses it? Field and telesales Field and telesales

professionals in small, professionals in small,
medium, and large medium, and large
organizations. organizations.
What else do I need to know? Both versions of Siebel Sales can be configured to
integrate with other systems in your company and can be
modified to apply your specific business rules.
Can I use either the Web Yes Yes

Client or the Windows Client
and see the same
information?

Overview of Requirements
Overview of Requirements 0
This book covers only features that are specific to the Siebel Sales-Web Client.
To deploy the Siebel Sales-Web Client you must go through the following stages:
Install Siebel Sales. If you have not yet done so, install Siebel Sales on your
network.
Configure Siebel Sales. Optionally, you can configure Siebel Sales to customize the
display.
Set Up the Administrative Structure. If you have not yet done so, you must use
Administrative views of Siebel Sales to enter the Organizations, Divisions,
Positions, Responsibilities, and Employees of your company.
Set Up Siebel Sales-Web Client. Install the Siebel Sales-Web Client software,
customize the Siebel Sales-Web Client, and perform other tasks specific to
setting up Siebel Sales-Web Client, as covered in this book.
Give Your Employees Login Access. Set up user authentication so your employees
can access Siebel Sales through the Web, as covered in this book.
After you have finished this setup process, you can share information with your
users in the same ways, regardless of what platform they run Siebel Sales on. Users
will be able to access the Siebel solution, and the platform they use to access this
information will be completely transparent to you.
For example, you can assign opportunities, service requests, accounts, contacts, and
other information to your employees manually or use Siebel Workflow to assign this
information to them automatically. Your employees can access this information
either using the Siebel Sales dedicated client or using only a Web browser. The
method they use to access this information is completely transparent to you.

Overview of Requirements

Setting Up Siebel Sales-Web Client 2
Preparing to Use Siebel Sales-Web Client . . . . . . . . . . . . . . . . . . . . . . . 2-2
Configuring Siebel Sales-Web Client . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-3
Configuring Web Site Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-3
Personalizing Siebel Sales-Web Client . . . . . . . . . . . . . . . . . . . . . . . . . . 2-4
Setting Up eSmartScripts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-5
Using the Search Applet and Advanced Search Applet . . . . . . . . . . . . . . 2-6

About the Search Applet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-6
About the Advanced Search Applet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-8

Setting Up Siebel Sales-Web Client
Preparing to Use Siebel Sales-Web Client
Preparing to Use Siebel Sales-Web Client 2
To install the Siebel Sales-Web Client, you must have the following:
Siebel Web Engine and Related Components. To deploy information on the Web,
you must have installed the Siebel Web Engine component of the Siebel HTML
thin client and the components on which it depends: a Web server, the Siebel
gateway server, and the Siebel server.
Siebel Dedicated Client. To perform administrative tasks such as server

administration, personalization, setting Siebel Workflow Manager policies, and
setting Siebel Assignment Manager rules, you must have installed the Siebel
Sales dedicated client.
Siebel Applications. To use Siebel business objects, you must have the appropriate
modules of Siebel Sales, which let you work with opportunities, service
requests, quotes, orders, and other business objects.
For information about installing Siebel Web client applications, see the Siebel Client
Installation and Administration Guide and the Siebel Server Installation Guide.
NOTE: After installing the Siebel Sales-Web client and performing any desired
configuration, you must tell your employees the Web address they should use to
access the site.

Configuring Siebel Sales-Web Client
Configuring Siebel Sales-Web Client 2
Siebel Sales-Web client is fully configurable using Siebel Tools and any HTML editor
or Web authoring application. You can configure:
Look and Feel. You might want to configure the look and feel of the Siebel Sales-
Web client to be consistent with the look and feel of your own Web site.
Data Presentation. You can configure business objects, business components, and
fields presented in Siebel Sales-Web client in the same way that you configure
data presentation in other Siebel applications. For example, you might want to
add special fields or remove fields that are not needed in your business.
Architecture and Performance Preferences. You can set logging, file size, timeout,
and other system preferences.
For information about configuring the Siebel Sales, Web client, see Configuring
Siebel .COM Applications and the Siebel Tools Guide.
NOTE: Siebel Sales-Web Client are installed with a sample logo for a fictitious
company. You must remove this logo and replace it with your own company logo.
Configuring Web Site Help 2
Siebel Sales-Web Client comes with Web help packaged as an HTML file that lists
frequently asked questions. This help system has enough information to get users
started with the product.
You might want to change the Web help by changing the frequently asked questions
to suit your business model, or by writing a help system of your own.
The Web help is a plain HTML file, and can be customized using any HTML editor
or Web authoring application.

Personalizing Siebel Sales-Web Client
Personalizing Siebel Sales-Web Client 2
Personalization means showing customers, employees, and partners what they

want and need to see. Personalized content of Siebel Sales-Web client includes
greeting employees by name and presenting them with content targeted to their
needs and interests.
Personalization allows you to define rules to show and hide views, applets, and
content dynamically during a users experience with the Siebel Sales-Web client.
Personalization deployment rules can depend on data such as users profile
information, date ranges, or geographical information.
The home page in Siebel Sales-Web client includes the Salutation applet in the
upper left corner. This applet typically includes a personal greeting, but can be
configured to provide targeted content such as service request update notifications,
product promotions, announcements, or a birthday greeting.
The Siebel Sales-Web client home page also includes applets with personalized
data, such as My Current Opportunities and others.
Personalization is principally administered through the Personalization

Administration screen. To access the Personalization views, choose Screens
Personalization Administration, then choose one of the available views.
For information about administering personalization, see the Siebel Applications

Administration Guide.

Setting Up eSmartScripts
Setting Up eSmartScripts 2
Siebel SmartScript is a tool used by business analysts, call center managers, and
Siebel developers to create interactive guides. A Siebel SmartScript guide is a
sequence of questions that can branch based on customer responses.
Siebel SmartScripts support traditional customer-employee interaction as well as

provide customers with a self-service alternative. Siebel SmartScripts can be
implemented in scenarios that are used with a variety of Siebel applications.
An agent solves a customers service problem by following a scripted set of

diagnostic questions.
Promotions are targeted to a customer based on their responses to a Web sites

electronic marketing survey.
A product is suggested to a customer based on a scripted needs analysis.

A Siebel eSmartScript is a Siebel SmartScript generated in HTML format to be
accessed from a Siebel Web client or a Web site.
You can use your Siebel application to set up SmartScripts and make them available
for your employees to use via the Web.
For information about creating, testing, and deploying eSmartScripts, see the
sections on creating scripts in the Siebel SmartScript Guide.

Using the Search Applet and Advanced Search Applet
Using the Search Applet and Advanced Search Applet 2
Users can access two different means of searching for data from the Search applet
in the upper right corner of many screens.
The Search applet allows users to search particular business objects by

comparing criteria to an identification field.
The Advanced Search applet allows users to do full text searches of multiple
fields in multiple data sources.
About the Search Applet 2
You can narrow a list of data by using the Search applet located on most screens.
Records are returned that satisfy criteria applied to an identification field of a
particular business object.
The Search applet functionality is similar to that of the Find button on many list
applets, but it is narrowed to a single field.
For each searchable business object, the field that is compared to your criteria is
shown in Table 2-1.
Table 2-1. Searchable Business Objects and Fields
Business Object Field
Account Account
Contact Last Name
Opportunity Opportunity
Service Request SR#

To return records that satisfy a particular criteria, the searched field must be an
exact match. The following guidelines apply to building criteria:
Searches are case-sensitive. For example, system matches system but does
not match System.
An asterisk (*) functions as a wildcard that represents any characters. For

example, each of the following will match Alterman Brothers, Inc.: Alt*, *Inc.,
*Bro*, and Alt*Bro*.
A single question mark (?) functions as a wildcard that represents any single
character. For example, each of the following will match Alan: Ala?, ?lan, and
A?an.
To locate data using the Search applet

1 Navigate to a screen that includes the Search applet in its upper right corner.
2 Select the data to search from the Search fields picklist.

3 Enter search criteria in the For field.
4 Click Go.
A list applet displays all records matching the criteria.

About the Advanced Search Applet 2
The Advanced Search button on the Search applet accesses the Advanced Search
form applet.
The advanced search option works similarly to advanced search on a typical Web
search engine. The advanced search feature allows the user to:
Search multiple sources of information, including combinations of documents

and business components.
Narrow search results by specifying that results must contain or should

contain the search criteria.
Specify a search criterion as a phrase.

The Advanced Search applet uses Siebel eSearch functionality. Siebel eSearch is the
Web deployment of Siebel Search. Siebel Search allows users to scan database
tables and documents for pertinent information.
Siebel Search uses Fulcrum SearchServer, a high-performance indexing and retrieval

search engine. Siebel Search is included with every license for Siebel Web client
products and must be deployed on a Windows NT platform.
The Advanced Search applet uses the Fulcrum SearchServer engine to scan
database tables and documents in the Siebel File System. You must set up and
administer this applet separately from the dedicated clients search engine.
Users can perform complex searches using an intuitive user interface. Search results
are ranked according to relevance and sorted according to rank.
NOTE: The Advanced Search options in Siebel eSearch are not the same as Siebel
Advanced Search, which is a feature that employs other powerful search methods
and is available for the Siebel dedicated client.

Setting Up Siebel eSearch for the Advanced Search Applet

Siebel eSearch can be configured to search for database records containing the
search criteria in the business components shown in Table 2-2.
Table 2-2. Siebel eSearch Searchable Business Components
Search Field
Siebel Application Picklist Name Business Component Searchable Fields
Siebel Sales -Web Products Internal Product by Name, Description, Vendor,

Client Price List Vendor Part Number
Literature Sales Tool Name, Description
Solutions Solution Name, Solution
To implement Siebel eSearch, you must complete the following tasks:
Install Fulcrum SearchServer.

Set up a separate directory for the search indexes for Siebel eSearch.
Set up separate ODBC drivers for Siebel eSearch.
Create and index the search tables.
NOTE: The search table information for the dedicated client is not used for Siebel
eSearch on the Web client. You must create separate search tables for the Web
client.
For information about the installation and administration of Siebel Search, see the
Siebel Search Guide.
For information about creating search definitions for Siebel Search, see the Siebel
Tools Guide.

Using the Advanced Search Applet

To narrow search results, users can apply the operators and connectives
summarized in Table 2-3 to construct search criteria.
Table 2-3. Search Operators and Connectives (1 of 2)
Operator or
Connective Result
AND, and, & Place this connector between terms to return items containing both terms.
Example: Each of the following returns all records and documents that
contain both customer and service.
customer AND service
customer and service
customer & service
OR, or, | Place this connector between terms to return items containing either term
or both terms.
contain either customer or service.
customer OR service
customer or service
customer | service
NOT, not, ~ Place this negation before a term to return items not containing the term.
contain customer, excluding those containing service.
customer NOT service
customer not service
customer ~ service
* Place this wildcard anywhere in a string to return items containing the

string, or containing the string plus any additional characters at the
position at which it appears, up to (or beginning with) a space.
Example: *rang* will return all records and documents that contain any
of arrange, arranged, arranges, arranging, orange, orangutan, range,
ranges, ranging, rang, sprang, and so on.

Table 2-3. Search Operators and Connectives (2 of 2)
Operator or
Connective Result
? Place this wildcard anywhere in a string to return items containing the

specific characters specified in the string and any character at the location
of the question mark.
Example: operate? will return all records and documents that contain
operates or operated, among others, but not operate.
Place quotes around a string, except those modified by a wildcard, to

return items containing the group of words in their exact order.
Examples:
customer service will return all records and documents that
contain the complete phrase customer service.
NOT customer service will return all records and documents that
do not contain the complete phrase customer service.
() Place parentheses around terms in logical expressions to process their

operators before processing operators outside of the parentheses.
Examples:
(customer OR service) AND NOT sales will return all records and
documents that contain either customer or service but do not contain sales.
customer OR (service AND NOT sales) will return all records and
documents that either contain customer, or contain service and have no
reference to sales (sales may appear in the same document as customer, but
not in the same document as service).

To locate data using the Advanced Search applet

1 Navigate to a screen that includes the Search applet in its upper right corner.
2 Click Advanced Search.

The Advanced Search form applet is displayed.
3 Select Yes from the picklist for each source of data you want to include in the
search.
4 Select Must Contain or Should Contain from the picklist in the top Results field.
5 Select Word or Phrase from the picklist in the middle Results field.
6 Enter your search criteria in the bottom Results field, then click Search.
A list applet displays all records matching the criteria.

Setting Up User Access 3
Employee Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2
Security Adapters and External Authentication . . . . . . . . . . . . . . . . . . . 3-2
Login and Database Access . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-3
Overview of Setting Up User Access . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-5
Providing Access to Your Login Page . . . . . . . . . . . . . . . . . . . . . . . . . . 3-6
Configuring the External Authentication System . . . . . . . . . . . . . . . . . . 3-6

Information Stored in the External Authentication System . . . . . . . . . . . . 3-7
Configuring to Use External Authentication . . . . . . . . . . . . . . . . . . . 3-7
Administering the External Authentication System Through
Siebel Clients . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-12
Creating Database Logins . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-17
Creating an Authenticated Login . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-18
Creating an Authenticated User . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-18
Editing the eapps.cfg File to Recognize the Authenticated Login . . . . . . 3-20
Adding and Administering Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-21

Creating a Database Login . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-21
Creating a New Organization, Division, or Position . . . . . . . . . . . . . 3-21
Creating Responsibilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3-22
Creating an Employee Record . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-22
Creating a User in the External Authentication Server . . . . . . . . . . . 3-28

Setting Up User Access
Employee Users
Employee Users 0
Each Siebel Sales-Web Client user is represented as a record in the Employees table
of your database.
An employee user can engage in activities such as:
Managing opportunities
Creating quotes and orders
Managing service requests
Security Adapters and External Authentication 0
A security adapter is an interface to an external authentication system. It may

concurrently provide separate user authentication for multiple independent
applications. When a security adapter is used, authentication and login
administration are done using the external system instead of the database.
The use of a security adapter to authenticate employee users minimizes the number
of accounts needed for direct access to the database.
The alternative to external authentication is database authentication. Each user has

a database account and login. This strategy requires an administrator to create a
database account and login prior to adding each new user.

Login and Database Access
Login and Database Access 0
The following is a description of the login process for employee users when an
external authentication system is used:
The user clicks a button on your Web site or enters a URL (uniform resource
locator) into the Address field of the users Internet browser to access the Login
page.
The user submits a user name and password.

An external authentication system, such as Netscape LDAP Server service,
authenticates the user name and password.
If authenticated, the security adapter provides credentials for a database account

that are used to log in.
The users record in the Employees table of the database is located.

The Employee record provides data visibility and views to the user.

Login and Database Access
The login process for an employee user is shown in Figure 3-1. The Employee record
shows the fields critical to login and visibility.
Login Page
User Name: CPETERS
Password: CPETERSPW 4. Does login name match login

name for an Employee record?
1. Login name and password in

authentication repository?
External Authentication Employee Record

System
________ _________ Position Responsibility
Login Name
CPETERS CPETERSPW SALES REP, PARTNER SALES
MAXIM SYSTEMS CPETERS
________ _________ REP
________ _________
5. Position provides 6. Responsibility

records to display provides views
2. Credentials provide
3. Data
database login
Web Site
User Interface
Siebel Database
Figure 3-1. Employee Login Process Using an External Authentication System

Overview of Setting Up User Access
The following is a description of the login process for employee users when
database authentication is used:
The user clicks a button on your Web site or enters a URL (uniform resource
locator) into the Address field of the users Internet browser to access the Login
page.
The user submits a user name and password.

The user is authenticated if the user name and password match those for a
database account.
The users record in the Employees table of the database is located.

The Employee record provides data visibility and views to the user.
Overview of Setting Up User Access 0
To enable employee users to log in, complete the following tasks:
Provide access to your Login page.

Configure the external authentication system.
Create database logins.
Create an authenticated login.
Create an authenticated user in the database.
Edit the eapps.cfg file to recognize the authenticated user.
Add and administer users.

Providing Access to Your Login Page
Providing Access to Your Login Page 0
In most implementations, you will provide buttons on your companys Web site
home page that will link to the Siebel Sales-Web Client Login page. Alternatively,
you can provide the URL to your users. In either case, the URL is the virtual
directory for Siebel Sales-Web Client and is assigned at installation. The virtual
directory is the alias for the public directory for the application.
For more information about virtual directories for Siebel Web client applications,
see the Siebel Server Installation Guide.
Configuring the External Authentication System 0
Do not do the tasks in this section if you are not using an external authentication
system.
Siebel Web client applications include a security adapter employing LDAP

(Lightweight Directory Access Protocol) authentication. You may use a different
security adapter or write your own adapter to provide a different system for external
authentication, as long as the adapter implements the interface required.
You must provide the server used by the security adapter. The Siebel-supplied
adapter supports Netscapes LDAP Directory 4.11. The server must enforce
uniqueness of login names. The Siebel LDAP adapter assumes the use of a single
LDAP server.
For information about the required interface to external authentication systems

used with Siebel Web client applications, see the Siebel 2000 Open Authentication
Model: Security Adapter Interfaces document on the Siebel SupportWeb.
NOTE: If you do not use an external authentication system, then you must provide
each users Employee record with a direct database login and password, to be
entered by the user at login. This strategy requires more administration of users
than if external authentication is used.

Configuring the External Authentication System
Information Stored in the External Authentication System 0<=0>
An external authentication system stores a user name, password, credentials, and

roles for each user. Another piece of information, account status, is supported by
the API but currently ignored by the Siebel client.
The user name and password are those entered by a registered user to log in on a
Siebel Web client applications Login page. An anonymous user name and
password exist to enable display of the Login page and are not entered by users.
Credentials supported by Siebel Web client applications are database credentials,

which are of the form username=U password=P type=T in the LDAP
implementation. There may be any amount of white space between the three pairs
and no space within each key=value pair. The keywords username, password,
and type must be lowercase. The type value is the name of a data source and is
case-insensitive. There may also be a single credential of the form username=U
password=P. This default credential is used when a user tries to connect to a data
source for which no credential has a matching type value.
Roles are the same as responsibilities in Siebel applications. Responsibilities are

typically stored in the Siebel database, but they can instead be stored in an external
authentication system. Leave role values empty to administer responsibilities
through Siebel clients.
After a user name and password are authenticated by the security adapter, the
adapter provides the credentials to log in to the database seamlessly. After login, the
Siebel application locates the users Employee record by matching the authenticated
user name with the Employees login name.
Configuring to Use External Authentication 0
A Siebel Web client applications configuration file, located in the siebsrvr\bin

folder, specifies to the application whether external authentication is being used.
The configuration file used by Siebel Sales-Web Client is sales.cfg.
For each application that uses external authentication, several sections of the
applicable configuration file must include parameters to define how the
authentication is done. Open a configuration file in a text editor to make changes.

To specify that a data source uses a security adapter (in this example, the Siebel
LDAP adapter), add a line similar to the following in the data sources section. In
the [Server] data source, this line is already included in commented form. Delete
the semicolon preceding it to enable it.
SecurityAdapter = LDAP
To specify employee login, as opposed to contact login, make sure the following line
is in the data sources section.
ContactLogin = FALSE
The following is an example of a complete data source with the Siebel LDAP
security adapter specified. LDAP refers to an entry in the [SecurityAdapters] section.
[Server]
Docked = FALSE
ConnectString = c:\v60\sample\sse_samp.dbf -Q -m
TableOwner = SIEBEL
DockedDBFilename = c:\v60\sample\sse_samp.mdf
DLL = sscdw55.dll
SqlStyle = Watcom
MaxCachedCursors = 16
MaxCachedDataSets = 16
ReverseFillThreshold = 100
CaseInsensitive = TRUE
InsensitivityFactor = 2
SearchStyle = Fulcrum
SearchConnectString = Siebel_Search
SearchDefName = Fulcrum 1
SecurityAdapter = LDAP
ContactLogin = FALSE

The [SecurityAdapters] section follows the same format as the [DataSources]

section: a listing of all security adapters, followed by a separate section for each. In
the following example, the [LDAP] section shows typical parameters for the Siebel
LDAP adapter. By default, this section is partially completed.
[SecurityAdapters]
LDAP = LDAP
[LDAP]
DllName = sscfldap.dll
ServerName = ldap.akparker.com
Port = 389
BaseDN = "ou=People, o=mycompany.com"
UsernameAttributeType = uid
PasswordAttributeType = userPassword
CredentialsAttributeType = credentials
RolesAttributeType = roles
SslDatabase =
EncryptCredentialsPassword = FALSE

Some parameters are used by all security adapters, and others are specific to a
particular adapter. Table 3-1 describes these parameters, showing default values for
the Siebel LDAP security adapter.
NOTE: Section names and keys are case-insensitive and values are case-sensitive for
all configuration file entries.
Table 3-1. Configuration File Parameters for Security Adapters (1 of 3)
Parameter Description
DllName Parameter for all adapters. Required.

Required entry for Siebel LDAP: sscfldap.dll
Specifies the dll that implements the security adapter API required for
Siebel integration. In a Solaris implementation, the actual Solaris file
name, libsscfldap.so, is also a valid entry for the Siebel LDAP dll. If the
short name is used in a Solaris implementation, it will be converted
internally to the full Solaris filename.
SupportsIntegratedAuthentication Parameter for all adapters.

Default: FALSE
If TRUE, the adapter supports integrated authentication, that is, the user
may be authenticated without requiring a user name and password,
such as through the operating system. If TRUE, the Siebel dedicated
client tries to use integrated authentication to authenticate with the
security adapter and resorts to ordinary authentication if this fails. Note
that Siebel thin clients do not use integrated authentication, regardless
of the value of this parameter.
ServerName Parameter for LDAP adapter. Required.

Name of the machine on which the LDAP server runs.
Port Parameter for LDAP adapter.

Default: 389 if SslDatabase parameter is not set and 636 otherwise.
The port on the server machine to access the LDAP server. Typically, use
389 for standard transmission or 636 for secure transmission.

BaseDN Parameter for LDAP adapter. Required.

Default:
The Base Distinguished Name is the root of the tree under which users
are stored. Users can be added directly or indirectly below this directory.
If administration through the Siebel client is supported, new users added
to the LDAP server through your Siebel application are added directly
under this directory. In the example, o denotes organization and is
typically your Web sites domain name. ou denotes organization
unit and is the subdirectory in which users are stored.
UsernameAttributeType Parameter for LDAP adapter.

Default: uid
The attribute type under which the user name is stored. For example,
when user SADMIN attempts to log in, the LDAP searches for
uid=SADMIN.
PasswordAttributeType Parameter for LDAP adapter.

Default: userPassword
The attribute type for passwords in the LDAP server. The default should
be fine in almost every case.
CredentialsAttributeType Parameter for LDAP adapter.

Default: credentials
The attribute type for credentials. They are stored in the user entry
under this attribute in the LDAP server.
RolesAttributeType Parameter for LDAP adapter.

Default: roles
The attribute type for roles. They are stored in the user entry under this
attribute in the LDAP server.

SslDatabase Parameter for LDAP adapter.

Default:
If empty, an SSL (secure sockets layer) is not used. If nonempty, it must
be the absolute path of a valid Netscape 4.x cert7.db certificate database
that contains a certificate for the LDAP server or the Certificate Authority
used by the LDAP server.
EncryptCredentialsPassword Parameter for all adapters.
Default: FALSE
If TRUE, a users password is encrypted before being sent to the
database. The encrypted version is the valid database login password.
For information about implementing the Siebel LDAP and other security adapters,
see the Siebel Server Administration Guide.
Administering the External Authentication System Through Siebel Clients 0
The external authentication system can be administered through Siebel clients.

Changes such as adding a user or changing a password through the dedicated client
or thin clients are then propagated to the external authentication system.
Changes in authentication data are propagated to the external authentication

system when the following conditions are met.
The administrator who makes the data changes is authenticated by the external
authentication system at login.
System preferences are set to allow administration of the external authentication

system through the administrators Siebel client.
NOTE: An administrator can delete a user from an external authentication server

only by modifying the server directly, whether or not the external authentication
system is administered through a Siebel client. However, a users authentication can
be disabled through a Siebel client by deleting the users login name.

You must do the following tasks to allow administration of the external

authentication system through Siebel dedicated clients or thin clients:
Set the SecExternalUserAdministration system preference to FALSE.

Configure data sources used by the dedicated or thin clients to use external
authentication.
If necessary, set the SecThickClientExtAuthent system preference to TRUE.
Setting the SecExternalUserAdministration System Preference

You must set the SecExternalUserAdministration system preference to allow
administration of the external authentication system through Siebel clients.

To set the SecExternalUserAdministration system preference

1 In the Siebel dedicated client or thin client, choose Screens Application

Administration System Preferences.
The System Preference Administration view is displayed.
2 Set the SecExternalUserAdministration system preference to FALSE.

Configuring Data Sources to Use External Authentication

For an administrator to propagate changes to the external authentication system,
the administrator must log in through that system. You must first configure one or
more data sources to use external authentication. For each directory of users in your
external authentication server, you must configure a data source to authenticate
your administrator through that directory.
Each data source must be in siebel.cfg, the configuration file used by Siebel Sales
when accessed from the dedicated or thin client.
If you do not want all authentication to be done by the external authentication

system, then you must maintain multiple data sources in the configuration file:
those for external authentication and one for your other means of
authentication, typically database authentication.
To configure a data source for external authentication through the dedicated client
or thin client
1 Create the database login and password described in Creating Database Logins
on page 3-17.
2 In each applicable directory of users in your external authentication server, add

records for administrators who will modify authentication data through the
dedicated or thin client.
For the Siebel LDAP security adapter, these records include field entries similar
to Login Name: NAME, Password: PASSWORD, Database Credentials:
username=DBLOGIN password=DBPASSWORD, where Login Name must
match the login name in your administrators Employee record, and the
credentials must match the database login you created in Step 1.
3 Open the applicable configuration file in a text editor.

4 If necessary, create a new data source:
a In the [DataSources] section, add a line such as
LDAPServer = LDAPServer.
b Create a section for the new data source, such as

[LDAPServer].
c Copy the parameters from the data source section that your Siebel
implementation typically uses, such as the [Server] section.

5 Set the parameters in the new data source section as described in Configuring
to Use External Authentication on page 3-7.
6 Save the file.

7 When users log in, they must choose the correct data source from the Connect
to picklist.
Setting the SecThickClientExtAuthent System Preference

To allow external authentication when logging in through the dedicated client, you
must set the SecThickClientExtAuthent system preference to TRUE.
Caution: Set the SecThickClientExtAuthent system preference to

TRUE temporarily only when an administrator is required to
administer the external authentication system from the dedicated
client. The strongly recommended alternative is to administer the
external authentication system through a thin client.
The SecThickClientExtAuthent system preference is set to FALSE by default. If a

user logs in on a dedicated client using external authentication while this preference
is FALSE, the database connection terminates after displaying an error message.
This system preference has no effect on other clients using external authentication.

Creating Database Logins
To set the SecThickClientExtAuthent system preference

1 Login as an administrator on the dedicated client.
2 Choose Screens Application Administration System Preferences.
The System Preference Administration view is displayed.
3 Set the SecThickClientExtAuthent system preference to TRUE.

4 Log out.
You can now log in using external authentication or database authentication,
depending on the data source you choose on the dedicated clients login dialog
box.
For information about implementing the Siebel LDAP and other security adapters,
see the Siebel Server Administration Guide.
Creating Database Logins 0
A database login is of the form:
Login = DBLOGIN, Password = DBPASSWORD,
where DBLOGIN and DBPASSWORD represent a database login name and password
that you provide.
If you use a security adapter for user authentication, you must create one database
login that will access the database for all employee users of Siebel Sales-Web Client.
Unlike other database logins, this login must not have a corresponding Employee
record.
If you instead use database authentication, you must create a separate database
login for each employee user. When an administrator adds the Employee record for
a new user, the Login Name and Password fields must match those for a database
login.

Creating an Authenticated Login
Creating an Authenticated Login 0
To display the Login page to Web site visitors, the application confirms that the
authenticated login defined in the eapps.cfg file is a valid login and that it
corresponds to an Employee record in the database.
If you use external authentication, you must create an authenticated login in the
external authentication server. Its Login Name must match the Login Name for an
Employee record in the database, preferably one that does not represent a person
and does not have a direct database login.
You must create a record in your external authentication server similar to the one
shown below for the Siebel LDAP security adapter.
Login Name NAME

Login Password PASSWORD
Database Credentials username=DBLOGIN password=DBPASSWORD
NOTE: The database credentials user name and password must match the login
name and password of the database login you created.
Creating an Authenticated User 0
If you use external authentication, you must create an Employee record in the
database whose Login Name matches the authenticated login you created, as
described in Creating an Authenticated Login on page 3-18. It is recommended
that this Employee record does not have a direct database login.
If you use database authentication, you must use an existing Employee record with
a direct database login or create an Employee record with a direct database login.
Its Login Name and Login Password must match the login for the database account.

Creating an Authenticated User
To create a new Employee record for the authenticated user

1 Choose Screens Application Administration Employees Employees.
The Employee Administration view is displayed.
2 Choose Edit Add New Record.

A new record is added.
3 Use the following guidelines to complete the field entries. You can complete
other fields, but they are not required to allow the Login page to display.
Field Entry Guideline
Last Name Required. A generic name such as Authenticated User is recommended.
First Name Required. Enter any text.
Login Required. This entry must match the AnonUserName defined for this
Name application in the eapps.cfg file. It must also be an authenticated login
name.
Password Required. This field is editable only if you are authenticated by the
external authentication system and if internal administration of the
external system is set. This entry must match the AnonPassword defined
for this application in the eapps.cfg file. It must also be an authenticated
password.

Editing the eapps.cfg File to Recognize the Authenticated Login
Editing the eapps.cfg File to Recognize the

Authenticated Login 0
Parameters in the SWEApp\bin\eapps.cfg file define an authenticated user. You can

use a text editor to edit this file.
If you use external authentication, enter the following parameter values in the [/
sales] section.
AnonUserName = NAME
AnonPassword = PASSWORD
Replace NAME and PASSWORD with the authenticated Login Name and Login
Password stored in the external authentication server, as described in Creating an
Authenticated Login on page 3-18. The AnonUserName must also match the Login
Name for an Employee record in the database, as described in Creating an
Authenticated User on page 3-18.
If you do not provide the AnonUserName and AnonPassword in the section for an
individual application, the AnonUserName and AnonPassword parameters in the
[defaults] section are used. Typically the parameters in the [defaults] section are the
direct database login for an Employee record and are written during installation.
If you use database authentication, the [defaults] parameters suffice if the

AnonUserName and AnonPassword are a valid database login and the
AnonUserName is the Login Name for an Employee record. If these conditions are
not met, then add the appropriate AnonUserName and AnonPassword parameters
in the section for your specific application.

Adding and Administering Users
Adding and Administering Users 0
Administrators add users through the Siebel dedicated client or thin clients.
To add a new user, an administrator must do some or all of the following tasks:
Create a database login, if necessary.

Create a new organization, division, or position, if necessary.
Create responsibilities, if necessary.
Create an Employee record.
Create a login in the external authentication server, if necessary.
Creating a Database Login 0
If you use database authentication, you must create a database login for each
employee user that you add to the database. The login name for the database
account must be entered in the Login Name field of the users Employee record.
Creating a New Organization, Division, or Position 0
A new users position in a division within an organization should exist before you
add the users Employee record. If the organization, division, or position does not
yet exist, you must create it.
For information about creating organizations, divisions, and positions, see the
Siebel Applications Administration Guide.

Creating Responsibilities 0<=0>
The responsibility assigned to an employee determines which views of the data are
available to the employee. You can assign one or more responsibilities to an
employee.
The following responsibilities are designed for employee users and are provided as
seed data. They include views in the Web client, the dedicated client, and thin
clients.
Sales Manager
Field Sales Representative
Mid-Market Sales Representative
Universal Agent
Developer
Sales Administrator
Siebel Administrator
System Admin
To see the views for a responsibility, choose Screens Application

Administration Responsibilities.
A users responsibility should exist before the users Employee record is added. If
the responsibility does not yet exist, you must create it.
For information about creating responsibilities, see the Siebel Applications

Administration Guide.
Creating an Employee Record 0
You must do the following tasks to create a functional Employee record:
Add the Employee record.

Assign a position to the employee.
Assign a responsibility to the employee.

If you can administer the external authentication system through the dedicated or
thin client, the new Employee login name, password, and database credentials will
be propagated to the external authentication server when you create a new
Employee record.
For information about enabling administration of an external authentication system

through Siebel clients, see Administering the External Authentication System
Through Siebel Clients on page 3-12.
To create a new Employee record


2 Choose Edit Add New Record.

A new record is added.
3 In the new record, do not complete the Responsibility, Position, and

Organization fields. Use the following guidelines to complete required fields, and
enter any other fields you like:
Field Entry Guideline
Last Name Required.
First Name Required.
Login Name Required. The new user will enter this name on the Login
page. If you use external authentication, this is an
authenticated login name in the external authentication server.
If you use database authentication, this is the login name for
a database account.
Password Required. This field is editable only if you are authenticated by

the external authentication system and if internal
administration of the external system is set. This entry is the
password in the external authentication server corresponding
to the authenticated login name.

To assign a position to a new Employee

1 Choose Screens Application Administration Positions.
The Position Administration view is displayed.
2 Click on the Positions list applet to make it active, then select the position to
assign to the new Employee record.

3 Click on the Last Name field, then click the ellipsis (...) button.
The Assigned Employees dialog box is displayed.
4 Click New.
The Add Employees dialog box is displayed.
5 Select the new employee, then click Add.

The Assigned Employees dialog box is displayed with the new delegated
administrator Employee included in the list.
6 Click Close.

To assign a responsibility to a new Employee

2 In the new Employee record, click the Responsibility field and then click the
ellipsis (...) button.
The Responsibilities dialog box is displayed.
3 Click New.
The Add Responsibilities dialog box is displayed.
4 Select a seed responsibility or a responsibility you have created for this

employee, then click Add.
The Responsibilities dialog box is displayed with the responsibility you added
included in the list.
5 Click Close.

Creating a User in the External Authentication Server 0
If you use external authentication, and you cannot administer the external
authentication system through the Siebel dedicated or thin client, then a new users
Employee login data is not propagated to the external authentication server. If so,
you must create a record for the user in the server similar to the one shown below
for an LDAP-compatible server.
Login Name NAME

Login Password PASSWORD
Database Credentials username=DBLOGIN password=DBPASSWORD
NOTE: The Login Name must match the Login Name in the Employee record. The
database credentials user name and password must match the login name and
password of the database login you created for all employee users.

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SIEBEL SALES-WEB CLIENT

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Chapter 1. About Siebel Sales-Web Client

Chapter 2. Setting Up Siebel Sales-Web Client

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Chapter 3. Setting Up User Access

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Who Should Use This Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Intro-2

How This Guide Is Organized . . . . . . . . . . . . . . . . . . . . . . . . . . . . Intro-2

Additional Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Intro-3

Contacting Siebel Technical Support . . . . . . . . . . . . . . . . . . . . . . . . Intro-4

Siebel Welcomes Your Comments . . . . . . . . . . . . . . . . . . . . . . . . . . Intro-5

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Who Should Use This Guide Intro

The audience for this guide consists of:

Database Persons who administer the database system, including data

How This Guide Is Organized 0

It should be used in combination with the Siebel Applications Administration Guide,

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The following documentation also provides information on the topics addressed in

Siebel Applications Administration Guide

Administrators and developers, such as marketing administrators, call center

Another source of information is Siebel Online Help.

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Contacting Siebel Technical Support Intro

To maximize your knowledge of Siebel products and your return on investment:

You must attend Siebel training to become a designated contact.

Your Siebel-trained designated contacts provide technical support to your users.

To provide efficient, timely support and access to an extensive knowledge base:

Siebel Technical Support is primarily Web-based, accessed through Siebel

Designated contacts receive read/write access to Siebel SupportWeb. All other

To register for Siebel training, please access http://www.siebel.com/education/ and

Please submit your technical issues and updates to Siebel SupportWeb

North America: +800 214 0400 or +1 650 295 5724

Brazil (So Paulo): +55 11 5110 0800

Germany (Munich): +49 89 957 18 400

France (Paris): +00 +800-21 40 40 04

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Japan (Tokyo): 0120 606 750 (Japan domestic only),

Singapore: +65 320 8533

We appreciate your business and look forward to working with you.

Siebel Welcomes Your Comments 0

To help us with future versions, we want to know about any corrections or

The title and version of this guide

Contact us through regular mail or email at:

Siebel Systems, Inc.

We appreciate your feedback.

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The Siebel Sales Web Site . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-3

The Web Client and the Dedicated Client . . . . . . . . . . . . . . . . . . . . . . . 1-6

Overview of Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-7

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Siebel Sales-Web Client 0

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The Siebel Sales Web Site 0

Figure 1-1. The Siebel Sales Web Site

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Solutions. Lists solutions to common service requests.

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SmartScripts. Provides the user scripted sequences of questions and answers,

Profile. Displays the employees user profile.

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