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2Copyright © 2007, Oracle. All rights reserved.
Module 2: Using the Siebel Web Client
Siebel 8.0 Fundamentals for Business Analysts
2 of 24Copyright © 2007, Oracle. All rights reserved.
Module Objectives
After completing this module you should be able to: Start and log in to a Siebel application Navigate screens and views in the application
Why you need to know: Understanding the UI enables you to effectively use and configure
Siebel applications
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Logging In to a Siebel Application
You start a Siebel application in a Web browser by entering the application’s URL
Log in using assigned username and password
User ID and password
Application URL
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Application Home Page
Displayed after log in to a Siebel application Access personalized data by clicking links to common tasks
Personalized data
Personalize home page by clicking Edit Layout
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Siebel Application User Interface
Consists of web pages Access a page to display Siebel data and surrounding controls
Application-level menu helps navigation and manipulating data Global toolbar provides quick access to common tasks Tabs provide easy navigation to related data
Application-level menu
Global toolbar
Tabs
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Help Menu
Select the Help Menu to access on-line help Includes documentation for common end-user tasks
Select the Technical Support menu item to view technical details Includes current User ID and contact information for support
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Global Toolbar
Displays context-sensitive tasks and reports associated with the current screen Click the How Do I button to access iHelp, which provides
guidance with tasks Click the Reports button to access reports for the screen in which
you are currently workingHow Do I Reports
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Global Toolbar Continued
Use the Site Map to access a list of all application areas available to the user
. . .to open Site Map
Click Site Map icon. . .
Drill down to view detailed navigation
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Screens
Provide access to data related to a functional business area, such as accounts, contacts, or opportunities
Screen tab Screen
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Screen Home Page
Provides quick access to common end-user tasks and data
Links to different sets
of records
Guided help with common
tasks
Links to recent
records
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Screen Navigation
Click a screen tab to display an entity’s Home Page Home Page includes the Link Bar
Use Link bar to access specific data about the entity
Link barScreen tab
Accounts Home page
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Screen Navigation Continued
Click a View tab to display child records that are associated with a parent record
View tabChild records
Parent record
Selected recordRow indicator
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Screen Navigation Continued
Click drop-down arrows Provides access to more screen tabs, link bar, and view tabs
Click drop-down to display more
choices
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Drill down on a hyperlink to see more information
Hyperlinks
...displays details
Clicking account hyperlink…
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List Applets and Form Applets
Use a list applet to view data for multiple records Use the form applet to view detailed data for a single record
Details for the selected record in the list applet appear in the form
List applet
FormApplet
. . . has detailsSelected record. . .
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List Applets and Form Applets Continued
Use the Menu button or scroll bars and arrows to navigate list and form applets
Right-click will also present menu context
Form applet navigation arrows
Applet-specific menu items
Standard applet buttons
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List Columns
Freeze position in list columns Freeze columns by double-clicking column headers within list
applets Enhances ability to work effectively with lists that contain many
columns of data
Drag and drop columns in and out of the frozen area
Double-click to freeze
Scrolling horizontally leaves frozen columns
in place
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List Columns Continued
Use Columns Displayed to change the columns displayed in the applet
Add or remove columns from
applet
Columns visible in the applet
Columns available to the applet
Sequence columns
Right-click and select Columns Displayed
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Sort Data in List Columns
Click a column header to sort data in ascending or descending order
Click the column header for ascending (A – Z) or descending (Z – A)
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Select Menu > Advanced Sort to sort using values of up to three columns at once
Sort Data in List Columns Continued
Select sort columns and order
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Show More
Click the Show More button to toggle display of more records
… to see more records
Click Show More ...
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User Preferences
Set individual preferences to adjust some application features Set time zone preferences Set a startup view Change default spell check options Customize aspects of the calendar
Select Tools > User Preferences. . .
. . .and a new screen tab appears
Link bar categorizes preferences
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Module Highlights
The Application Home Page, which displays after log in, provides access to personalized data
The user interface consists of Web pages Application-level menu and Global toolbar assist with navigation
Screens provide access to data related to a functional business area
A list applet lists data for multiple records A form applet provides detailed data for a single record Columns Displayed is used to change the columns displayed in
the applet Data in a column can be sorted by clicking the column header User Preferences enable individual users to adjust some
application features
24 of 24Copyright © 2007, Oracle. All rights reserved.
Lab
In the lab you will: Practice navigating in Siebel Call Center