Scribd Logo
Upload

Welcome to Scribd!

  • 165 views

    Module 02 Using The Siebel Web Client

    Uploaded by

    RealVasyaPupkin
    This document provides an overview of using the Siebel web client user interface. It describes how to log in to a Siebel application and navigate through screens, views, and applets. The key points covered include: - Logging in requires the application URL, user ID, and password - The home page is displayed after login - Navigation occurs through screen tabs, a link bar, views, and list or form applets - Views contain one or more applets to display related records - Users can set preferences and access help from the application menu

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as PPT, PDF, TXT or read online from Scribd

    Module 02 Using The Siebel Web Client

    Uploaded by

    RealVasyaPupkin
    165 views25 pages
    This document provides an overview of using the Siebel web client user interface. It describes how to log in to a Siebel application and navigate through screens, views, and applets. The key points covered include: - Logging in requires the application URL, user ID, and password - The home page is displayed after login - Navigation occurs through screen tabs, a link bar, views, and list or form applets - Views contain one or more applets to display related records - Users can set preferences and access help from the application menu

    Original Title

    Module 02 Using the Siebel Web Client

    Copyright

    © Attribution Non-Commercial (BY-NC)

    Available Formats

    PPT, PDF, TXT or read online from Scribd

    Did you find this document useful?

    Is this content inappropriate?

    This document provides an overview of using the Siebel web client user interface. It describes how to log in to a Siebel application and navigate through screens, views, and applets. The key points covered include: - Logging in requires the application URL, user ID, and password - The home page is displayed after login - Navigation occurs through screen tabs, a link bar, views, and list or form applets - Views contain one or more applets to display related records - Users can set preferences and access help from the application menu

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as PPT, PDF, TXT or read online from Scribd
    Download as ppt, pdf, or txt
    165 views25 pages

    Module 02 Using The Siebel Web Client

    Uploaded by

    RealVasyaPupkin
    This document provides an overview of using the Siebel web client user interface. It describes how to log in to a Siebel application and navigate through screens, views, and applets. The key points covered include: - Logging in requires the application URL, user ID, and password - The home page is displayed after login - Navigation occurs through screen tabs, a link bar, views, and list or form applets - Views contain one or more applets to display related records - Users can set preferences and access help from the application menu

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as PPT, PDF, TXT or read online from Scribd
    Download as ppt, pdf, or txt
    of 25

    Siebel 8.

    0 Essentials

    Using the Siebel Web Client

    1 of 25

    Module 2: Using the Siebel Web Client

    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

    Using the Siebel Web Client

    3 of 25

    Logging In to a Siebel Application


    Start a Siebel Application in a Web browser by entering the

    applications URL Log in using assigned user ID and password

    Application`s URL

    User Id and Password

    Using the Siebel Web Client

    4 of 25

    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 Server Name

    Application Name (Siebel Call Center)

    Language Suffix

    Using the Siebel Web Client

    5 of 25

    Application Home Page


    The application home page is displayed after log-in to a

    Siebel Application

    Using the Siebel Web Client

    6 of 25

    Siebel Application User Interface


    Application-level menu helps navigation and manipulating data Global toolbar provides quick access to common tasks

    Greeting

    Calendar

    Using the Siebel Web Client

    7 of 25

    Help Menu : Online Help and Technical Support


    The Application-level Help menu offers online help Technical support in help menu identifies useful technical

    information such as
    UserId ConnectString Repository file

    Using the Siebel Web Client

    8 of 25

    Global Toolbar: iHelp and Reports


    Global Toolbar is used to access context-sensitive tasks

    and reports associated with the current screen


    Click the How Do I button to view iHelp.

    Click the Report Button to view the Reports for the screen you are working on

    Using the Siebel Web Client

    9 of 25

    Global Toolbar: Site Map


    Click Site Map button to view all screens Shows available screens Drilling Down shows the detailed navigation

    Active Screen is shown in different color

    Using the Siebel Web Client

    10 of 25

    Types of Views and Applets


    Application

    Screen

    List View

    Detail View

    Explorer View

    List Applet Explorer Form Applet Applet Applet 11 of 25 Form

    Form Applet Form Applet/List Applet

    Using the Siebel Web Client

    Screen Navigation
    A Screen represents groups of related data for a functional

    business area such as Accounts, Contacts and Activities


    Screen Tab

    Screen Link Bar to Other Opportunity Related Data

    Using the Siebel Web Client

    12 of 25

    Screen Home Page


    Some screens have a Home Page that provide quick

    access to common end-user task and data

    Edit Layout of the Screen

    Link to Different Sets of Records

    Help with Common Tasks

    Link to Recent Records

    Using the Siebel Web Client

    13 of 25

    Navigating
    Click the different UI elements to navigate to different data

    Screen Tabs

    Link bar

    Row indicator

    View Tabs Selected record

    Using the Siebel Web Client

    14 of 25

    Navigation: Hyperlink
    Opportunity List View

    Drilldown on hyperlink to see more information

    Click on opportunity hyperlink to view more details

    Opportunity Detail View

    View Bar

    Using the Siebel Web Client

    15 of 25

    Navigation: View
    A view consists of one or more applets displaying records
    View

    Using the Siebel Web Client

    16 of 25

    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 more choices

    Using the Siebel Web Client

    17 of 25

    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.

    List Applet

    Form Applet

    Using the Siebel Web Client

    18 of 25

    Navigation: Applets
    Use the Menu Button or Scroll bars and arrows

    Standard applet buttons

    Form applet navigation arrows

    Applet-specific menu items

    Using the Siebel Web Client

    19 of 25

    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(or unfreeze) columns.

    Using the Siebel Web Client

    20 of 25

    Navigation: Applets
    For changing columns displayed,

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

    Columns available to be used in the applet

    Columns visible in the applet

    Click on Menu and select Columns Displayed

    Click to add or remove

    Click to change the sequence

    Using the Siebel Web Client

    21 of 25

    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

    Using the Siebel Web Client

    22 of 25

    Setting User Preferences


    Users can set individual preferences for some application

    features
    Set time zone preferences Change default spell check options Set a startup view

    Select User Preferences from the applicationlevel Tools menu

    A new screen tab appears

    Using the Siebel Web Client

    23 of 25

    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

    Using the Siebel Web Client

    24 of 25

    Lab
    In the lab you will:

    Practice navigating in Siebel Call Center

    Using the Siebel Web Client

    25 of 25

    You might also like