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SIEBEL COURSE CURRICULUM
- Overview of the Siebel
- Introduction to CRM
- Why CRM?
- Where CRM is used?
- CRM Software
- Introduction to Siebel ns
- Introduction to Siebel
- Siebel Applications
- Siebel Employee Applications
- Siebel Customer Applications
- Some Important Business Entities in Siebel
- Inventory Location Management
- Products and Assets
- Service Requests etc..
- Siebel Tools
- Defining Organizations
- Defining Divisions
- Defining Positions
- Defining Responsibilities
- Setting Up Employees
- Visibility Control
- Access Control and Access Groups
- Siebel Tools
- Introduction to Siebel Tools
- Tools Architecture
- Data Object Layer
- Business Object Layer
- Logical User Interface Object Layer
- Physical User Interface Object Layer
- Configuring Screens
- Configuring Views
- Configuring Applets
- Configuring All Types of Applets
- Web Templates
- Steps in Creating Joins
- Implicit Joins and Explicit Joins
- Join Specification
- Configuring Links(1:M and M:M)
- User Properties (BC, Applet, Field, Control)
- Configuring Pick Lists
- Static Pick List
- Dynamic Pick List
- Hierarchical Pick List
- Constraint Pick List
- Configuring Pick Applets
- Configuring MVG Applets
- Configuring Association Applets
- Drill Downs
- Static Downs
- Dynamic Downs
- Import and Export SIF’s
- Data Validation Manipulations (DVM’s)
- Siebel eScripts
- Introduction to Scripting
- eScript Methods
- Browser Scripts Vs Server Scripts
- Writing scripts on Siebel Objects
- Siebel Workflows
- Workflow Process Management
- Workflow Invokes
- Runtime Events
- Server Concepts
- Server Architecture
- Server Installation (Not comes under Configuration)
- Connecting to Different Siebel Databases
- Some Important Files in Siebel
- Siebel Client Installation
- Tools & Sample Database Installation
- Siebel Remote Administration
- Setting Up Local Databases
- Get/Full Get
- Real Time Scenario’s
Introduction of Siebel CRM Systems
- Siebel CRM Systems, Inc. was a software company principally engaged in the design, development, marketing, and support of customer relationship management (CRM) applications. The company was founded by Thomas Siebel and Patricia House in 1993. At first known mainly for its sales force automation products, the company expanded into the broader CRM market. By the late 1990s, Siebel Systems was the dominant CRM vendor, peaking at 45% market share in 2002
- On September 12, 2005, Oracle Corporation announced it had agreed to buy Siebel Systems for $5.8 billion.Siebel is now a brand name owned by Oracle Corporation.
- Siebel Systems, Inc. began in sales force automation software, then expanded into marketing and customer service applications, including CRM. From the time it was founded in 1993, the company grew quickly. Benefiting from the explosive growth of the CRM market in the late 1990s, Siebel Systems was named the fastest growing company in the United States in 1999 by Fortune magazine. With the growth of electronic commerce, Siebel formed strategic alliances and made several acquisitions to provide e-business solutions for CRM and related areas. One reason for Siebel’s success was its ability to form alliances; as of late 2000 the company had more than 700 alliance partners.
- Principal Competitors: Oracle Corporation (now Siebel’s owner); SAP America Inc.; Vantive Corporation (subsidiary of PeopleSoft Inc., now owned by Oracle); Sage Group; Clarify Corporation (subsidiary of Amdocs); SAS Institute Inc.; E.piphany Inc.; Broadbase Software Inc; Salesforce.com; Microsoft Dynamics; SugarCRM.
- Siebel Systems competed directly with Oracle and SAP. These competing software suites gradually developed HR, Financial and ERP packages that were readily integrated and thus did not require specialists to deploy, enabling them to steadily erode Siebel’s market share.
- 1993: Siebel Systems, Inc. is founded by Thomas Siebel and Patricia House.
- 1995: Siebel delivers Siebel Sales Enterprise software for sales force automation.
- 1996: Siebel becomes a publicly traded company.
- 2000: Revenue surpasses the $1 billion mark.
- 2006: Oracle acquires Siebel Systems.
- Major releases
- Oracle CRM On Demand
- Oracle Business Intelligence Enterprise Edition Plus (released 2007)
- Oracle Business Intelligence Applications (Formerly Siebel Analytics) (released 2007)
- Oracle Siebel 8.2 (Released in 2011)
- Oracle Siebel 8.1 (Released in 2008)
- Oracle Siebel 8.0 (Released in 2007)
- Siebel 7.8 (Released in 2005)
- Siebel 7.7 (Released in 2004)
- Siebel 7.5 (Released in 2002)
- Siebel 7.0 (Released 2001, was the first web-based version)
- Siebel 6 (also known as Siebel 2000)
- Siebel 99
- Siebel 98
- Siebel 3.0 (Release Feb 1997)
- Siebel 2.0 (Release end of 1995)
- Siebel Sales Enterprise
- Siebel Customer Relationship Management (CRM)
- The independent technology and market research company,Forrester, has released its latest CRM rankings and they still show that SAP and Oracle’s Siebel application are still the market leaders. The report does show that the gap between the two CRM heavyweights and the rest of the CRM offerings is narrowing. Those applications gaining ground includeSalesforce.com, CDC, RightNow and Microsoft.
- One surprise in the Forrester report was the appearance of CDCwhich purchased Pivotal CRM a number of years ago. However other CRM products that were popular such as Consona andEpiphany were missing from the rankings. For midsized businesses, SAP and Siebel are also seen as market leaders but there are a number of other CRM applications that are popular in the sector such as Sugar, NetSuite and Sage.
- Siebel Configuration for Standard
- Before you can use any of the standard integrations, you must first configure the data elements that
are common to all of the standard integrations. This configuration involves setting SAP configuration
data within the Siebel environment. The standard integration workflows and maps can use this
information during transformation of data between the Siebel application and SAP.
The steps necessary for adding the SAP data to the Siebel application are:
- Changing Siebel LOV Definitions
- Specific List of Values (LOV) definitions are predefined to support the setup of the required SAP
Configuration data in the Siebel application.
- Adding Integration Administration Data
- Integration administration data represents the SAP sales enterprise structure in the Siebel database.
An SAP sales area and an SAP plant map to a Siebel organization. An SAP plant has a representation
as a specific Inventory Location type in the Siebel application.
- Mapping SAP Sales Areas
- The Business Components used in the Siebel SAP standard integration are enabled for usage in a
Multi Organization environment (such as BC Account, Internal Product, Inventory Location, and so
on). By default an organization is assigned to those business components. Make sure that the default
Siebel organization is synchronized with your SAP sales enterprise structure.
- To map SAP Sales Areas to Siebel Organizations
- 1 In the Siebel application, navigate to Administration – Integration.
- 2 Select SAP Administration.
- 3 Select Organization SAP Sales Areas if it is not already selected.
- Installing Siebel Connector for SAP R/3
on Windows for a UNIX-Based Siebel
- If your enterprise installation uses a mix of UNIX-based and Windows-based servers, you can
implement Siebel Connector for SAP R/3 and share the connection within the enterprise. The Siebel
Connector for SAP R/3 must be installed and implemented on a Windows-based server.
- Prerequisite for Installing Siebel Connector for SAP R/3 on a Mixed
- Install Samba on the AIX or Solaris server. This makes the AIX and Solaris files accessible to the
- Installing Siebel Connector for SAP R/3 on a Mixed Operating System
- Use the following high-level steps to integrate the mixed environment.
- To install Siebel Connector for SAP R/3 for mixed operating system enterprises
- 1 Install the Siebel Gateway Name Server and Siebel Server on a UNIX environment.
For UNIX installation instructions, see the Siebel Installation Guide for UNIX: Servers, Mobile
Web Clients, Tools guide.
- NOTE: Complete all UNIX server installations before installing on any Windows-based servers.
- 2 During Siebel Server installation on a Windows environment, do the following:
- a When prompted for Co-located Siebel Gateway Name Server, clear the check box for Yes.
- b Set Gateway Name Server Hostname to the name of the Gateway Name Server name and the
Gateway Name Server port name, using a colon (:) as a separator. Example:
- c Set Enterprise for this server to the name of the enterprise.
- d Enable the SAP connector and EAI Components component groups.
- e Test the database connection.
- f Disable the following server components on UNIX:
- Business Integration Manager
- Business Integration Batch Manager
- SAP BAPI tRFC Receiver
- SAP IDOC AMI Receiver for MQ Series
- 3 If you use mobile clients, then modify the .cfg files so they direct the request server to a
Windows-based Siebel server.
- 4 In the Siebel application, choose Navigation > Site Map > Administration – Server Configuration:
- a Click Enterprises from the link bar.
- b Click the Synchronize view tab.
- c Click the Synchronize button.
- 5 Restart all Siebel servers
NOTE: This procedure requires the simultaneous use of the SAP and Siebel applications. The steps
in this procedure indicate when to switch applications.
For updated Schedules please contact