Module 02 Using the Siebel Web Client

7/30/2019 Module 02 Using the Siebel Web Client

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1 of 25Using the Siebel Web Client

Siebel 8.0 Essentials


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Module 2: Using the Siebel Web Client


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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 theapplications 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 ServerName 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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Using the Siebel Web Client

Siebel Application User Interface

Global toolbar provides

quick access to common

tasks

Application-level menu

helps navigation and

manipulating data

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 technicalinformation such as

UserId

ConnectString

Repository file


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Global Toolbar: iHelp and Reports

Global Toolbar is used to access context-sensitive tasksand reports associated with the current screen

Click the ReportButton to view the

Reports for the screen

you are working on

Click the How Do I

button to view iHelp.



Global Toolbar: Site Map

Click Site Mapbutton to view all

screens

Shows

available

screens

Drilling Downshows the detailed

navigation

Active Screen is

shown in

different color



Types of Views and Applets

Application

Screen

List View Detail View Explorer View

List Applet

Form Applet

Form Applet

Form Applet/ListApplet

Form

Applet

Explore

r

Applet



Screen Navigation

A Screen represents groups of related data for a functionalbusiness area such as Accounts, Contacts and Activities

Screen Tab

Screen Link Bar to

Other Opportunity

Related Data



Screen Home Page

Some screens have a Home Page that provide quickaccess to common end-user task and data

Link to Different

Sets of RecordsHelp with

Common

Tasks

Link to Recent

Records

Edit Layout of

the Screen



Navigating

Click the different UI elements to navigate to different data

Screen

Tabs

View Tabs

Linkbar

Row

indicatorSelected

record



Navigation: Hyperlink

Drilldown on hyperlink to see more information

Opportunity

Detail ViewClick on opportunity

hyperlink to view more

details

Opportunity List

View

View Bar



Navigation: View

A view consists of one or more applets displaying records

View



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 morechoices



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.

Form Applet

List Applet


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Navigation: Applets

Use the Menu Button or Scroll bars and arrows

Standard

applet buttons

Applet-specific

menu items

Form applet

navigation

arrows


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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(orunfreeze) columns.


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Navigation: Applets

For changing columns displayed,

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

Click on Menu and

select Columns

Displayed

Columns available

to be used in the

applet

Columns

visible in

the applet

Click to add

or removeClick 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 applicationfeatures

Set time zone preferences Change default spell check options

Set a startup view

Select User

Preferences

from theapplication-

level 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

Documents

Module 02 Using the Siebel Web Client