Siebel Applications Administration Guide - Oracle

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Siebel ApplicationsAdministration GuideSiebel Innovation Pack 2013Version 8.1/8.2September 2013

Copyright 2005, 2013 Oracle and/or its affiliates. All rights reserved.This software and related documentation are provided under a license agreement containing restrictionson use and disclosure and are protected by intellectual property laws. Except as expressly permitted inyour license agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast,modify, license, transmit, distribute, exhibit, perform, publish, or display any part, in any form, or by anymeans. Reverse engineering, disassembly, or decompilation of this software, unless required by law forinteroperability, is prohibited.The information contained herein is subject to change without notice and is not warranted to be errorfree. If you find any errors, please report them to us in writing.If this is software or related documentation that is delivered to the U.S. Government or anyone licensingit on behalf of the U.S. Government, the following notice is applicable:U.S. GOVERNMENT END USERS: Oracle programs, including any operating system, integrated software,any programs installed on the hardware, and/or documentation, delivered to U.S. Government end usersare “commercial computer software” pursuant to the applicable Federal Acquisition Regulation andagency-specific supplemental regulations. As such, use, duplication, disclosure, modification, andadaptation of the programs, including any operating system, integrated software, any programs installedon the hardware, and/or documentation, shall be subject to license terms and license restrictionsapplicable to the programs. No other rights are granted to the U.S. Government.This software or hardware is developed for general use in a variety of information managementapplications. It is not developed or intended for use in any inherently dangerous applications, includingapplications that may create a risk of personal injury. If you use this software or hardware in dangerousapplications, then you shall be responsible to take all appropriate fail-safe, backup, redundancy, andother measures to ensure its safe use. Oracle Corporation and its affiliates disclaim any liability for anydamages caused by use of this software or hardware in dangerous applications.Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may betrademarks of their respective owners.Intel and Intel Xeon are trademarks or registered trademarks of Intel Corporation. All SPARC trademarksare used under license and are trademarks or registered trademarks of SPARC International, Inc. AMD,Opteron, the AMD logo, and the AMD Opteron logo are trademarks or registered trademarks of AdvancedMicro Devices. UNIX is a registered trademark of The Open Group.This software or hardware and documentation may provide access to or information on content,products, and services from third parties. Oracle Corporation and its affiliates are not responsible for andexpressly disclaim all warranties of any kind with respect to third-party content, products, and services.Oracle Corporation and its affiliates will not be responsible for any loss, costs, or damages incurred dueto your access to or use of third-party content, products, or services.Documentation AccessibilityFor information about Oracle's commitment to accessibility, visit the Oracle Accessibility Program websiteat http://www.oracle.com/pls/topic/lookup?ctx acc&id docacc.Access to Oracle SupportOracle customers have access to electronic support through My Oracle Support. For information,visit http://www.oracle.com/pls/topic/lookup?ctx acc&id info or visithttp://www.oracle.com/pls/topic/lookup?ctx acc&id trs if you are hearing impaired.

ContentsSiebel Applications Administration Guide 1Chapter 1:What’s New in This ReleaseChapter 2:Getting StartedRequirements for Getting Started21Starting the Siebel Application for the First TimeEntering License Keys23Selecting a Data SourceAbout Seed Data2728Summary of Application Administration TasksChapter 3:31Process of Implementing Initial SetupAdding Views to the Siebel ApplicationCompleting Employee Setup31323234Setting Up Locales34Setting Up Satmetrix Survey ReportsChapter 4:28Initial SetupAbout Initial SetupAssigning Skills2241Ongoing Application Administration TasksAbout Setting Defaults in a Siebel ApplicationSetting System Preferences44Setting Up Predefined QueriesEnabling Cancel QuerySetting Up Currencies44444647Setting Up Currency ConversionSetting Up Expense TypesSetting Up Payment Terms495252Siebel Applications Administration Guide Version 8.1/8.23

Contents Setting Up Periods53Working with Telephone FormatsSetting Up Pager CompaniesAbout Date Formats545959Setting Up ZIP Codes60Administering Global Time Zone Support60Setting Up Email, Fax, and Mail Accounts (Contact Us)Setting Up Industries6263Setting Up Languages63About Case-Insensitive and Accent-Insensitive Queries and SearchesAdding Web Browser Capabilities65Adding Additional Web Browsers66Administering Quick Fill Templates69Setting Up Default View Links for Screen Home PagesChapter 5:69Working with Lists of ValuesAbout Lists of Values71Adding a New Value to an Existing List of ValuesClearing the CacheList-of-Values Fields727374Modifying a List of Values76Deactivating a Value in a List of ValuesConstrained Lists of ValuesChapter 6:647778Siebel Audit TrailAbout Siebel Audit Trail81Audit Scope 82Siebel Audit Trail Content 82Siebel Audit Trail Constraints 83Siebel Audit Trail for Siebel Remote and Siebel Replication UsersProcess of Configuring and Using Siebel Audit TrailEnabling and Disabling Siebel Audit Trail848484Specifying Business Components and Business Component Fields for Audit4Siebel Applications Administration Guide Version 8.1/8.285

Contents Setting Up Read Auditing87Specifying Parent–Child Associations for AuditSpecifying Siebel Audit Trail Restrictions88Verifying Siebel Audit Trail Configuration89Viewing Audit Trail Records8789Linking Siebel Audit Trail to a Business ComponentDecoding the Audit Log File9292Importing Siebel Audit Trail with Enterprise Integration ManagerCustomizing Siebel Audit TrailChapter 7:About iHelp9797Creating and Administering iHelp99Scenario for Administering iHelpProcess of Administering iHelpCreating iHelp Item RecordsDesigning iHelp99100101104Clearing the iHelp List Cache106Activating, Revising, and Deactivating iHelp ItemsTranslating iHelp Items108Importing and Exporting iHelp ItemsChapter 8:About Alerts106109Alerts111Scenario for Using Alerts111Creating Alerts112Chapter 9:Message BroadcastingAbout Message Broadcasting115Scenario for Administrating Message BroadcastingProcess of Administering Message BroadcastingEnabling and Disabling Message BroadcastingCreating a Message Broadcast120Updating a Message Broadcast122116117117Siebel Applications Administration Guide Version 8.1/8.25

Contents About Automatically Updating Message Broadcasting TextConfiguring Message Broadcast CachingChanging ToolTip Text for Arrow Icons123125125Chapter 10: Administering and Using InboxAbout the Inbox127Scenarios for Administering and Using the InboxProcess of Administering the InboxReviewing All Inbox ItemsDeleting Inbox Items129130131131Setting Expiration Dates and Due Dates for Inbox ItemsChanging the Destination View for an Inbox Type132Changing Inbox Downloading to Remote DatabasesAdding Inbox Translations132133133Process of Using the Inbox134Taking Action on Inbox Items134Reviewing Completed Items134Reviewing Submitted Items135Chapter 11: Configuring the InboxProcess of Setting Up and Configuring InboxPlanning for Inbox ConfigurationCreating Inbox Items138Creating Inbox Types139137138Setting Up Inbox Links to Views and SmartScriptsSetting Up Inbox Actions140141Configuring the Inbox for Use with Remote DatabasesSetting Up Inbox Approval Translations145Configuring the Toggle Applets for Inbox ViewsConfiguring the Category Icon for the InboxConfiguring Action Buttons for Inbox ViewsSetting the Log File for Troubleshooting6144146147148149Siebel Applications Administration Guide Version 8.1/8.2

Contents Universal Inbox Business Service Methods149CreateInboxEx Method 151CreateInbox Method 152CreateInboxItem Method 154CreateInboxOwner Method 155IsInboxItemExisted Method 157GetInboxItemInfo Method 157GetInboxParamInfo Method 158GetInboxOwnerInfoEx Method 159GetInboxOwnerInfo Method 160SetInboxParamInfo Method 162UpdateInboxItemInfo Method 162DeactivateInboxItem Method 163DeactivateInboxOwner Method 165UpdateInboxOwnerInfo Method 166DeleteInboxItem Method 167Initialize Method 168RouteInboxItem Method 168Examples of Inbox TriggersInboxInboxInboxInboxInbox169- Service Demo Creation Workflow 171- Service Action Workflow 172- Service Detail Action Workflow 173Trigger Used in ESS 174Trigger Using Server Script 176Chapter 12: MessagesScenario for Setting Up MessagesAbout Using Messages179180About Email and Screen Alerts180Process of Setting Up and Using MessagesSetting Up Messages181181Creating a New Message (End User)181Setting Up Single and Recurring Alerts (End User)Viewing Messages (End User)183183Sorting Messages by Intervals (End User)Sending a Message Using Email (End User)184184Siebel Applications Administration Guide Version 8.1/8.27

Contents Chapter 13: ActivitiesAbout Activities187Creating Activities (End User)189Working with Others’ Activities (End User)Delegating an Activity (End User)191192Viewing Activities Associated with Another Record Type (End User)About Configuring Owner and Employee Fields for Activities193193Chapter 14: Activity Plans and Sales MethodsAbout Activity Templates and Activity PlansAbout Sales Methods195196About Activity Assignment196Scenario for Managing Activity Plans197Process of Administering and Using Activity PlansDefining a Sales Methodology198Creating an Activity Template200198Creating TAS Customer Milestone Templates in a Localized ApplicationDeleting an Activity Template203Setting a Default Sales Methodology (End User)Using an Activity Plan (End User)203203Chapter 15: AssessmentsAbout Assessment Templates205Scenario for Using and Administering AssessmentsProcess of Administering and Using AssessmentsCreating an Assessment Template205206206Performing an Assessment (End User)208Assessing an Opportunity for Target Account Selling (End User)Chapter 16: CalendarAbout Calendar ResourcesAbout Calendar Access213213Scenarios for Administering Calendars8213Siebel Applications Administration Guide Version 8.1/8.2209202

Contents Process of Administering the CalendarSetting Up Resources214214Adding and Modifying Calendar AccessDeleting Calendar Access215216Configuring the Calendar Alarm217Setting Alarm Manager Load FrequencySetting Retroactive Alarms 217Configuring the Calendar217217Displaying Start and End Times for Calendar 218Displaying Fields, Colors, Drilldowns, and ToolTips 218Specifying Day Summary ToolTip 220Showing and Hiding User Interface Components 222Changing User Interface Strings 223Changing Date Display Format 224Changing the First Day of the Week 225Overriding User Preferences 226Enabling and Disabling Calendar Editing 226Using Special Date Markers 227Specifying Extra Business Components 228Dragging-and-Dropping Records from Other Applets into the CalendarChanging Controls in the Calendar Detail View 231Showing or Hiding Side Applets on the Life Sciences Calendar 231228Chapter 17: State ModelsAbout State Models233Scenario for Managing State ModelsProcess of Setting Up State Models234235Configuring Business Components for State ModelsCreating State Models and State TransitionsActivating State Models235236238Configuring All Operations for Child RecordsAbout Criteria for State TransitionsExample of Simple Criteria239240241Chapter 18: LiteratureAbout Literature243About Setting Up Literature Files244Siebel Applications Administration Guide Version 8.1/8.29

Contents Creating and Modifying Literature FilesCreating Literature Records244245Creating Translation Records248Creating Literature Item Kits248About Making Literature Visible to Users250Sharing Literature Through the Products Screen250Sharing Literature Through the Competitors Screen251Sharing Literature Through the Decision Issues Screen252Sharing Literature Through the Correspondence ScreenSharing Literature Through eBriefings252253Sharing Literature Through Literature or Infocenter253Chapter 19: Global Target List ManagementAbout Global Target List Management255Scenario for Managing Global Target ListsProcess of Managing Global Target Lists256257Creating Target Lists by Querying (End User)Editing Target Lists (End User)257258Creating Target Lists By Combining Lists (End User)Applying Target Lists (End User)259Creating Activities from Target Lists (End User)About Configuring Target Lists259259260Setting Up Data Map Object “Activity Templates” for Target Lists 260About Workflows for Global Target List Management 261Configuring Global Target List Management to Create Activities AsynchronouslyEnabling Application of Target Lists on an Applet 262Enabling Saving of Target Lists in an Applet 263Chapter 20: D&B IntegrationAbout D&B Data267Scenarios for Using D&B268About the D&B D-U-N-S NumberIntegrating D&B DataObtaining D&B Data10269269270Siebel Applications Administration Guide Version 8.1/8.2261

Contents Loading D&B Data 271Loading D&B Data Using Sample Scripts 272About Siebel Update Server Components 274Running the Siebel Update Server Components278Setting Up the Symbolic URL for Access to the D&B DatabaseConfiguring D&B Integration282283Field Mappings for Configuration of D&B Integration287Chapter 21: D&B Integration (End User)Accessing Company Data and Reports with D&BViewing D&B Aggregate Data for a CompanyPromoting a D&B Account293294Creating a Prospect List from D&B DataViewing a D&B Report293294295Using Global Integration to Add New D&B Accounts295Chapter 22: ContactsAbout Contacts299Scenario for Managing ContactsAdding a Contact299300Promoting a Personal Contact to a ContactCreating a Profile for a Contact302Adding a Contact to a Synchronization ListAssessing a Contact302302303Synchronizing Contact Information with External Applications303Chapter 23: Adobe Forms IntegrationAbout Forms Integration305Scenarios for Integrating Adobe Forms306Process of Setting Up Adobe Forms IntegrationPreparing for Adobe Forms Integration Setup307308Creating the Web Service for Adobe Forms Integration308Configuring the Web Service for Adobe Forms Integration309Siebel Applications Administration Guide Version 8.1/8.211

Contents Enabling Forms Integration for Additional Applets Using Siebel ToolsCreating an Integration Object for Adobe Forms IntegrationGenerating an XML Schema for Forms Integration310311Mapping the XML Schema to the PDF Form Using Adobe DesignerCreating the Form Record Referencing the PDF FileGenerating a Form from a Record (End User)312313314Chapter 24: Integration Using ASIsAbout ASIs317Setting Up Account, Contact, and Household ASIs317Setting Up Web Services for Account, Contact, and Household ASIs 318Activating Workflows for Account, Contact, and Household ASIs 319ASI Workflow Descriptions320Chapter 25: Web ServicesAbout Web Services for Microsoft ApplicationsAbout the Excel Web Service324About the Word Web Service324Seed Data for Excel and Word Web Services323325Requirements for Connecting Templates to Siebel EAIProcess of Configuring Excel Web ServiceDownloading the Template for the Excel Web ServiceUsing the Excel Web Service325326Connecting the Excel Template to Siebel EAI326326327Process of Configuring Word Web Service328Downloading the Template for the Word Web ServiceConnecting the Word Template to Siebel EAI328329Process of Using Word Web Service to Perform a Mail Merge329Getting the Data for a Mail Merge from the Siebel Database330Refining Recipients for a Mail Merge331Refining the Message for a Mail Merge331Previewing Messages for a Mail Merge332Printing or Sending Mail Merge Messages12310332Siebel Applications Administration Guide Version 8.1/8.2

Contents Logging Messages as a Siebel Activity332Chapter 26: AccountsAbout Accounts335Scenario for Managing Accounts in Siebel Sales335Scenario for Managing Accounts in Siebel Call CenterCreating an Account336Associating a Contact with an Account339Associating an Activity with an Account340Associating an Opportunity with an AccountAssessing an Account336340341Synchronizing Account Information with External ApplicationsViewing Account Credit Profiles341341Chapter 27: Global AccountsAbout Global Accounts343Scenario for Using and Administering Global AccountsProcess of Using and Administering Global AccountsGenerating a Default HierarchyCreating a Custom Hierarchy345345347Assigning a Custom Hierarchy to an OrganizationUpdating a Custom Hierarchy344348349Updating a Custom Hierarchy by Processing Deleted RecordsConfiguring Error Log Files for Hierarchy Changes351Adding Business Objects to the Global Accounts Hierarchy ViewViewing Global Accounts (End User)350351354Chapter 28: Opportunity WorkflowsAbout Opportunity Workflows357Setting Up Opportunity Notification Workflows358Activating the Opportunity Notification Workflow Processes and PoliciesRerouting an Opportunity Using WorkflowsModifying Opportunity Workflows359360361Siebel Applications Administration Guide Version 8.1/8.213

Contents Setting Up the Get Manager Email362Chapter 29: Opportunities (End User)About Opportunities363Scenarios for Managing Opportunities364About Opportunities Lead Assignment365About Lead Response366About Lead Qualification, Sales Methods, and StagesProcess of Managing OpportunitiesCreating an Opportunity366367368Changing the Primary Sales Team Member371Monitoring Significant Opportunity TransactionsAssessing an Opportunity372372Viewing Decision Issues for an OpportunityAssociating a Contact with an Opportunity372373Managing Activities Associated with an OpportunityAssociating a Product with an OpportunityCreating a Quote from an OpportunityCreating an Organization AnalysisViewing Opportunity Charts373373374376379Setting Up Lead Sources for Opportunities381Chapter 30: HouseholdsHousehold Contact Tracking383Scenario for Managing HouseholdsProcess of Managing HouseholdsAdding a Household Record384384384Adding Contacts to a Household385Adding Activities to Household Records387Storing and Viewing Information About Households388Synchronizing Household Information with External Applications14Siebel Applications Administration Guide Version 8.1/8.2389

Contents Chapter 31: ReferencesScenario for Managing References391Process of Managing Accounts and ReferencesDesignating an Account as a Reference392Associating an Activity with a ReferenceAssociating a Contact with a Reference392393393Associating an Attachment with a Reference393Adding a Reference Activity to the Calendar394Adding a Note to a Reference394Adding Profile Information to a ReferenceSearching for References395395Viewing Reference Asset and Profile Charts396Chapter 32: CategoriesScenario for Managing CategoriesAdding a Category397397Searching by Category398Chapter 33: CompetitorsScenario for Managing Competitors399Associating a Competitor with an OpportunityViewing Competitor Comparisons399400Chapter 34: Signature CaptureAbout Siebel Signature Capture ControlsScenario for Managing Signature Capture401402Roadmap for Implementing Signature Capture402Extending the Siebel Database for a Signature Capture ControlRegistering the OCX File403403Creating the Object and Class for Signature Capture404Process of Creating an Applet for Signature Capture405Creating a Form Applet 405Creating a Control on the Applet406Siebel Applications Administration Guide Version 8.1/8.215

Contents Creating a Hidden Control on the Applet 407Creating Buttons for Saving and Clearing SignaturesAdding Server Script to the Applet 408Adding Browser Script to the Applet 409Adding the Applet to an Object 413Compiling the SRF407413Testing the Signature Capture Applet413Generating Reports That Contain Signatures414Chapter 35: Decision IssuesAbout Decision Issues417Scenario for Managing Decision IssuesCreating Decision Issues417417Associating Decision Issues with an Opportunity (End User)Adding Decision Issues Details (End User)418419Chapter 36: Enterprise Selling ProcessAbout Enterprise Selling Process421About Using ESP Methodology to Manage AccountsScenario for Managing Enterprise Selling Process422422Process of Managing Enterprise Selling Process423Adding ESP Business Unit and Service Unit InformationAdding ESP Business and Service Unit OfferingsConducting an ESP Organizational Analysis425426Charting the Organization’s Reporting StructureAdding Partners for ESP Analysis428430Viewing the BU/SU Offering SummaryAdding ESP Objectives424431432Adding ESP Account Plan HighlightsViewing an ESP Manager’s Review433433Chapter 37: Target Account SellingAbout Using Target Account Selling to Manage OpportunitiesScenarios for Managing Target Account Selling16435436Siebel Applications Administration Guide Version 8.1/8.2

Contents Process of Managing Target Account SellingCompleting a TAS OverviewAssessing an Opportunity438438440Developing Strategy with TAS Competitive AnalysisConducting a TAS Organizational Analysis444Mapping the Organization’s Reporting StructureDeveloping a Relationship StrategyAdding Customer MilestonesViewing PRIME Activities442445447448449Adding Notes to Opportunities450Chapter 38: Managing PortfoliosAbout the Portfolio Management ProcessScenario for Managing a Portfolio454Roadmap for Managing Portfolios455Creating a Portfolio Plan453455Process of Segmenting Accounts457Assessing Current Revenues 457Assessing the Future Potential of Accounts 458Viewing the Portfolio Segmentation Map 459Process of Analyzing the A Accounts459Process of Analyzing B, C, and D Accounts460Entering Details of the Account 460Assessing Business Units and Service Units 461Analyzing Selected Units 462Reviewing Opportunities 462Reviewing Organizational Analysis 463Reviewing Marketing Events 464Reviewing Partners 465Reviewing Objectives and Action Plans 466Performing a Manager Review of a Portfolio PlanAdding Solutions to Portfolio Plans467468Appendix A: System PreferencesSystem Preferences for Siebel Business Applications469Siebel Applications Administration Guide Version 8.1/8.217

Contents Index18Siebel Applications Administration Guide Version 8.1/8.2

1What’s New in This ReleaseWhat’s New in Siebel Applications Administration Guide, Version 8.1/8.2No new features have been added to this guide for this release. This guide has been updated toreflect only product name changes.What’s New in Siebel Applications Administration Guide, Version 8.1Rev C and Version 8.2 Rev ATable 1 lists changes in the documentation to support these releases of the software.Table 1.New Product Features in Siebel Applications Administration Guide, Version 8.1 Rev C andVersion 8.2 Rev ATopicDescription“About Message Broadcasting” onpage 115Modified topic. It includes information about how messagesappear in Siebel Open UI and about message order in theNotification Summary pane.“Creating a Message Broadcast” onpage 120Modified topic. It includes information about the followingfields: Abstract, Allow Dismiss, Message, and Severity.“Updating a Message Broadcast” onpage 122New topic. It includes information about updating a sentmessage.“Displaying Fields, Colors, Drilldowns,and ToolTips” on page 218Modified topic. It includes an example for displaying thefield color.“System Preferences for SiebelBusiness Applications” on page 469Modified topic. It includes information about the CalendarTeam Primary system preference.Siebel Applications Administration Guide Version 8.1/8.219

What’s New in This Release 20Siebel Applications Administration Guide Version 8.1/8.2

2Getting StartedThis chapter includes information about getting started with Siebel Business Applications. It includesthe following topics: Requirements for Getting Started on page 21 Starting the Siebel Application for the First Time on page 22 Entering License Keys on page 23 Selecting a Data Source on page 27 About Seed Data on page 28 Summary of Application Administration Tasks on page 28Requirements for Getting StartedAfter you have successfully installed your Siebel Business Applications, you must enter license keysso that you and your organization can access the Siebel Business Applications that your organizationhas purchased. After the license keys have been entered, you are ready to set up your SiebelBusiness Applications.Table 2 lists the software that must be correctly installed before you can begin to use your SiebelBusiness Applications.Table 2.Required SoftwareSoftwareMore InformationSiebel Gateway Name ServerSiebel Installation Guide for the operating system you areusingSiebel ServerSiebel Database ServerSiebel Tools or Siebel Developer WebClientSiebel Business ApplicationsApplication-specific administration guide and this guideAfter these Siebel servers and applications are successfully installed, you can proceed to enterlicense keys for each specific Siebel application.Siebel Applications Administration Guide Version 8.1/8.221

Getting Started Starting the Siebel Application for the First TimeStarting the Siebel Application for theFirst TimeTo begin setting up your Siebel application, you must log in with administrative responsibilities. TheSiebel database server installation script creates a Siebel administrator account that you can use toperform administrative tasks. The default user ID is SADMIN. A password is assigned to this user IDduring the installation process. Your database administrator might also create a user ID andpassword that allows you to access the Siebel Server and perform the required setup. To set upentities in the Group Administration view, you must be connected to the Siebel Server; you do nothave full administrative capabilities for this view if you are connected to the local database or workingin a mobile Web client.NOTE: The responsibility for the SADMIN ID that comes with Siebel Business Applications cannot bemodified. However, you can copy this responsibility and modify the copy. For more information, seeSiebel Security Guide.Using Siebel Developer Web ClientYou can start a Siebel application from the Siebel Developer Web Client.TIP: If you have not yet entered any license keys, you must enter the first license key from theSiebel Developer Web Client or from Siebel Tools. For more information, see “Entering License Keys”on page 23.To start a Siebel application from the Siebel Developer Web Client for the first time1From the Start menu, choose Programs and then choose your Siebel application.2Enter SADMIN in the User ID field and the appropriate password in the Password field.3In the Connect to field, choose the server database from the drop-down list and click OK.For information about the other databases available in the Connect to drop-down list, see“Selecting a Data Source” on page 27.4If a message tells you that there is no valid license key, click OK.5In the License Key dialog box, enter the license key for the Siebel CRM base application, and clickOK.For more information about license keys, see “Entering License Keys” on page 23.Using Siebel Web ClientYou can also start a Siebel application from the Siebel Web Client.To start a Siebel application from the Siebel Web Client for the first time122Open your Web browser.Siebel Applications Administration Guide Version 8.1/8.2

Getting Started Entering License Keys2Go to the URL for your Siebel Web Client.The login screen appears.3Enter SADMIN in the User ID field and the appropriate password in the Password field, and clickOK.NOTE: If a message tells you that you have not been licensed for this feature, you must enter a validlicense key, using either Siebel Tools or the Siebel Developer Web Client, before you can access theSiebel application. For more information, see “Entering License Keys” on page 23.Entering License KeysThe Siebel license key is generated so that your organization's users can access the Siebel BusinessApplications that your organization has purchased. The license key is a series of numbers (up to 54digits). Your organization’s specific license key is included in the Welcome Package. You must enterthis license key before you begin to use the Siebel Business Applications or optional modules thatyour organization has purchased. Because the license key resides in the Siebel database and not onthe client computer, everyone who accesses the Siebel database uses the same license key.Your license key activates the screens and views associated with the Siebel Business Applicationsand modules that your organization has purchased. If you have been assigned multiple license keys,their effect is cumulative, as you enter them.Customers upgrading from earlier versions of Siebel CRM might notice differences between the Siebelapplication and the applications listed in the Welcome Package. These differences generally reflectchanges in naming and bundling of Siebel Business Applications. For example, a functionality thatwas previously sold separately might now be bundled into a single product, or included in a SiebelCRM base application, or have been renamed. It is recommended that you run the Siebel applicationitself to verify that all of the functionality that you expected is there.Customers using a Siebel application that is an upgrade from an earlier version might noticedifferences between the views in the previous version and the views in the upgraded version.Reasons for these differences can include the following: The view you are looking for is not available from the Siebel application that you have launched. You logged in as a user who does not have responsibilities for the view. To evaluate all of theviews available in the product, log in as a Siebel administrator. The method of accessin

Siebel Applications Administration Guide Version 8.1/8.2 3 Contents Siebel Applications Administration Guide 1 Chapter 1: What’s New in This Release Chapter 2: Getting Started Requirements for Getting Started 21 Starting the Siebel Application for the First Time 22 Entering License Keys 23 Selecting a Data Source 27 About Seed Data 28

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