Siebel 8.

0 Essentials

Using the Siebel Web Client

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Module 2: Using the Siebel Web Client

Module Objectives

To start and log into Siebel Application. To understand and navigate a Siebel Standard Application To gain some knowledge about a Siebel Standard Application

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Logging In to a Siebel Application

Start a Siebel Application in a Web browser by entering the

applications URL Log in using assigned user ID and password

Application`s URL

User Id and Password

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Application URLs

A Siebel Applications URL is formed from :

Application`s Web Server Name Application Name Suffix Identifying the application language
http://Server.CompanyName.com/Callcenter_enu/

Web Server Name

Application Name (Siebel Call Center)

Language Suffix

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Application Home Page

The application home page is displayed after log-in to a

Siebel Application

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Siebel Application User Interface

Application-level menu helps navigation and manipulating data Global toolbar provides quick access to common tasks

Greeting

Calendar

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Help Menu : Online Help and Technical Support

The Application-level Help menu offers online help Technical support in help menu identifies useful technical

information such as
UserId ConnectString Repository file

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Global Toolbar: iHelp and Reports

Global Toolbar is used to access context-sensitive tasks

and reports associated with the current screen

Click the How Do I button to view iHelp.

Click the Report Button to view the Reports for the screen you are working on

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Global Toolbar: Site Map

Click Site Map button to view all screens Shows available screens Drilling Down shows the detailed navigation

Active Screen is shown in different color

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Types of Views and Applets

Application

Screen

List View

Detail View

Explorer View

List Applet Explorer Form Applet Applet Applet 11 of 25 Form

Form Applet Form Applet/List Applet

Using the Siebel Web Client

Screen Navigation
A Screen represents groups of related data for a functional

business area such as Accounts, Contacts and Activities

Screen Tab

Screen Link Bar to Other Opportunity Related Data

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Screen Home Page

Some screens have a Home Page that provide quick

access to common end-user task and data

Edit Layout of the Screen

Link to Different Sets of Records

Help with Common Tasks

Link to Recent Records

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Navigating
Click the different UI elements to navigate to different data

Screen Tabs

Link bar

Row indicator

View Tabs Selected record

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Navigation: Hyperlink
Opportunity List View

Drilldown on hyperlink to see more information

Click on opportunity hyperlink to view more details

Opportunity Detail View

View Bar

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Navigation: View
A view consists of one or more applets displaying records
View

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Drop-Down Menu Screen and View Navigation

Additional tabs and links are accessed using drop-down

arrows.
Available if needed for screen tabs, link bar and view tabs

Click dropdown to display more choices

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Navigation: Applets
Views are made of one or more applets

List Applet displays records in rows Form Applet displays a single record in a two dimensional layout.

List Applet

Form Applet

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Navigation: Applets
Use the Menu Button or Scroll bars and arrows

Standard applet buttons

Form applet navigation arrows

Applet-specific menu items

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Navigation: Applets

To freeze position in list columns: Freeze columns by double-clicking column headers within List Applet. It enhances the ability to work effectively with lists that contains many columns of data Drag and drop columns in and out of the frozen area

Double-click column header to freeze(or unfreeze) columns.

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Navigation: Applets
For changing columns displayed,

click the Menu button, or right click and select Columns Displayed

Columns available to be used in the applet

Columns visible in the applet

Click on Menu and select Columns Displayed

Click to add or remove

Click to change the sequence

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Navigation: Applets
For displaying more records,

click Show More button in the top-right corner of a list applet to toggle to display more records

Click Show More

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Setting User Preferences

Users can set individual preferences for some application

features
Set time zone preferences Change default spell check options Set a startup view

Select User Preferences from the applicationlevel Tools menu

A new screen tab appears

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Module Highlights
A Siebel Application consist of Web pages that display data A Screen is a grouping of views in a major application functional

area A View consists of one or more Applets as well as links and tabs to navigate within the views A List Applet displays multiple records in table form A Form Applet displays a single record

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Lab
In the lab you will:

Practice navigating in Siebel Call Center

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