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7/30/2019 Module 02 Using the Siebel Web Client
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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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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.
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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
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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
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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
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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
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Navigating
Click the different UI elements to navigate to different data
Screen
Tabs
View Tabs
Linkbar
Row
indicatorSelected
record
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Navigation: Hyperlink
Drilldown on hyperlink to see more information
Opportunity
Detail ViewClick on opportunity
hyperlink to view more
details
Opportunity List
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 morechoices
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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.
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