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
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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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