13 mcv sand_mt2

Siebel 2001 Configuration ©AccentureModify/Create View, Screen, and

Menu/Tabs - 1

These training materials are confidential to Siebel. They may not be used to train anyone other than Accenture employees who have attended Siebel training.

If the materials are marked "Restricted Use Allowed" you may use the information to help clients who are evaluating vendors, one of which must be Siebel and you may use the information to help clients which are implementing Siebel.

If they are not so marked, then the information may only be used to help clients who are implementing Siebel.

In either case, you can not;(a) use the materials if you are involved developing or are likely to be involved in developing a product competitive to Siebel(b)use the materials for a client who is a competitor of Siebel; or(c) provide the materials to any third party, whether it is a client or otherwise.

If you are going to be discussing Siebel with a client and using these training materials as the basis of information you provide to the client, you must also make sure Accenture has a nondisclosure agreement in place with the client (as part of a Consulting Services Agreement or otherwise).


Menu/Tabs - 2

Please adjust volume to hear audio.Audio will play automatically for each slide upon advance.You may replay audio by clicking on the speaker icon in the upper right hand corner of each slide.


Menu/Tabs - 3

Modify/Create View, Screen and Menu/Tabs

Siebel 2001 Configuration ©Accenture Modify/Create View, Screen, and Menu/Tabs- 4

Module Objectives

This module will attempt to:

• Discuss Container Page and its sections: Banner Frame, Screenbar Frame, Toolbar Frame and Content Frame

• Discuss Views

• Describe the configuration steps needed to configure Views

• Describe the configuration steps needed to configure Applications and Screens

• Describe how to associate a View with a Template


The Container Page

• Web page contents with Siebel data and formatting Renders the elements that surround the view in a

Siebel application

Container Page


Specifying the Container Page

• The Container page is specified in the Application object definition

Container Web Page: Specifies the Container

Page

Return to Knowledge Check


The Container Page: Employee Application

• Container page sections are composed of frames

Screenbar frame

Toolbar frame

Banner frame

Content frame


The Banner Frame

• Contains the application-level menus and branding area

• Defined in the template file CCFrameBanner.swt

Application-level menus Branding area


The Banner Frame: Application Level Menu

• Assign the application-level menu items to the Generic WEB menu

Position: Specifies order of appearance

Caption: Specifies displayed text


The Banner Frame: Branding Area

• The branding area may contain additional images such as: Company logo

Graphic to illustrate primary purpose of page

• Modify the CCFrameBanner.swt template file to add an image

• Modify main.css to change background color

<td align="right“ background="images/banner_back.gif"><a href="http://www.siebel.com" target="_blank"><img src="images/ebus.gif" border="0"></a>

</td>


Lab Activity

• Now is your chance to practice some of the concepts we've just covered.

• Proceed to Lab 1 for this module.

• Once you have completed this section, resume viewing the presentation where you left off.


Activity Recap

Question AnswerWhere do you copy a logo that you want to

display in the banner frame?

Where do you find the template file?

Now that you have completed Lab 1, you should be able to answer the questions below. Try to answer each question; the answer will pop up as you advance the slide.

You can copy it in [SIEBELROOT]\CLIENT\PUBLIC\ENU\IMAGES\

[SIEBELROOT]\CLIENT\WEBTEMPL\


The Screenbar Frame

• Contains screen tabs for major screens A screen is a collection of views

• Active Screen tab is displayed in a different color

Tab Jump Buttons

The active screen tab

Screen Tabs


The Screenbar Frame: Screen Tabs

• Create a page tab object definition for each screen you want to appear

• Select screens that will appear as tabs, mark all others Inactive

Text: Specifies text that appears on page bar

Sequence: Specifies page tab order appearance in screenbar

Inactive: Select if you do not want the tab to show


The Toolbar Frame

• The Toolbar Frame Contains: Show drop-down list box

History menu

Customer Dashboard control

Favorites drop-down list box

Show drop-down list box

Siebel Application Toolbar

DashboardHistory menu

Favorites drop-down list box

Search Button


The Toolbar Frame: Object Definitions

• Create Toolbar Object Definitions for each toolbar Dashboard

History

Dashboard toolbar


Lab Activity





Activity Recap

Question Answer

Where do you modify the name of a page tab?

Now that you have completed Lab 2, you should be able to answer the question below. Try to answer each question; the answer will pop up as you advance the slide.

In Siebel Tools, select Application > Screen Menu Item, and set the Text property.


The Screen View

• Edit the Screen View definitions to set the display text and sequence for views

Sequence: Defines order in drop-down lists

and view tabs

Viewbar Text: Text that appears in Show drop-down list and view tabs

Menu Text: Text that

appears in site map


Configuring Startup Text

• Specify the text that appears in the splash screen by editing the parameter in the .cfg file Mobile clients only


Views

• Consist of one or more lists or forms

• Reference a single business object

• Are grouped into a screen



View Templates

• Are used to render Siebel views Contain placeholders for one or more applets

ID =1

ID =2


Applets in View Template

• Can be related as: Peers

Parent-child

Parent-child-grandchild

Peer Peer

Parent

Child

Parent

Child

Grandchild


Selecting a View Template

• Find an existing view that has desired applet layout

• Examine the view template object definition to determine the view template to use



Steps to create a View

1. Create new view 1. Create new view

2. Associate view template with view object definition

2. Associate view template with view object definition

3. Bind applets to view template3. Bind applets to view template

5. Register and assign view5. Register and assign view

Use ViewWizard

Use ViewWizard

4. Configure threadbar4. Configure threadbar


Create a new View – Step 1

• Use the View Wizard to create view and assign applet Select the project and business object and enter the name and

title of the view

Select a Web template

Assign applets

General Tab

View Wizard



• Select the template you wish to use for your new view.

Associates template and view



• Finish the view Creates required object definitions for the view


Layout View Editor• The Web View Layout Editor opens the template file and the

applets window

Drop onto applet placeholder

Drag applet from Applet window


Bind Applets to View

• Drag the applets from the applet window to the applet placeholders in the Web View Editor

Drop onto applet placeholder

Drag applet from Applet window


View Web Template Item

• Is created during drag-and-drop operation using the Web View Editor

• Associates an applet in the repository with an applet identifier in the View template

• Is an object definition containing binding specification for a view

<swe:applet id=“1"/>

Properties are Name, Item Identifier, and Applet


Lab Activity





Activity Recap

Question Answer

How do you hide an applet from the Home Page?


- In Siebel Tools, go to the Object Explorer View-> Home Page View (WCC).

- Select Edit Web Layout.

- Select the Applet you want to hide.

- Change the Display Visibility Property to Hide.



• Configure the Thread Bar The Thread bar tracks user navigation among views Edit the View definition to set the display text for the Thread bar

Thread bar

Thread Title: Displays text in

Thread bar



• Assign View to a Screen Create a new Screen View definition to add the view to the

desired screen• Set Menu and Viewbar Text

Viewbar Text appears in the Show drop-down list

or view tabs

Menu Text appears in the Site Map



• Register View Navigate to Application AdministrationViews in the client application

• Copy and paste view name from object definition in Tools to the View record

Set these properties

Copy view name

Paste view name



• Assign the View to one or more responsibilities Navigate to Application AdministrationResponsibilities in the

client application• View will not be available unless the user has this responsibility

Add new view to responsibility


Lab Activity





Activity Recap

Question Answer

What properties do you have to set if you want to change the name of a View?


- In Screen/Screen View, you have to set the Viewbar Text, and the Menu Text.

- In the View,the Title property.


Summary

Now that you have completed this module, you shouldbe able:

• Discuss Views• Describe the configuration steps needed to configure

Views

• Describe the configuration steps needed to configure Applications and Screens

• Describe how to associate a View with a Template


Knowledge Check

Question AnswerDiscuss Views

Describe the steps needed to configure Views.

Consist of one or more lists or forms

Reference a single business object

Are grouped into a screen

Select File> New Object from the Siebel Tools main menu.

Click the General tab and double click the View Icon.

Select the template you wish to use for your new view.

Finish the View.

Configure the thread bar.

Assign View to a Screen.

Register View.

Assign the View to one or more responsibilities.

Take this opportunity to check your knowledge of the concepts presented in this module. Try to answer the questions on the slide. The answer for each question will pop up as you advance the slide. Each answer may link back to the area within the presentation where that concept is presented. At the end of the section referenced you will find a ‘Return to Knowledge Check’ hyperlink, which will take you back to this slide.


Knowledge Check (cont’d)

Question AnswerDescribe the configuration steps needed toconfigure Applications.

Describe the configuration steps needed to configure Screens.

Describe how to associate a View with a Template.

The Application can be modified in the Container Page specified in the Application object definition.

From the Object Explorer, select Screen Set Name Property and Default View Property.

View is associated to a Template through the View Web Template object definition.

Take this opportunity to check your knowledge of the concepts presented in this module. Try to answer the questions on the slide. The answer for each question will pop up as you advance the slide. Each answer may link back to the area within the presentation where that concept is presented. At the end of the section referenced you will find a ‘Return to Knowledge Check’ hyperlink, which will take you back to this slide.


Lab Activity


• Proceed to Labs 5 and 6 for this module.

13 mcv sand_mt2

Technology

screenbarmodifycreate

configuration steps

configuration accenturereturn

siebel training

siebel data

siebel buse

competitor of siebel

page barsiebel