Siebel Technical Training

Essentials (Siebel 7.7)

April 2004

Module i: Essentials (Siebel 7.7) Training

1 of 19

Module i: Essentials (Siebel 7.7) Training

Module Agenda

This module provides an introduction to the:

Instructor and class participants Training site information Course:

Audience Prerequisites Goal Objectives Methodology Materials Agenda

Why you need to know

Module i: Essentials (Siebel 7.7) Training

3 of 19

Instructor and Class Participants

Who are you?

Name Company Role

What is your prior experience?

Siebel eBusiness Applications Relational database Programming

How do you expect to benefit from this course?

Module i: Essentials (Siebel 7.7) Training

4 of 19

Training Site Information

Bathrooms

Class duration and breaks

Telephones

Meals and refreshments

Fire Exits

Questions?

Module i: Essentials (Siebel 7.7) Training

5 of 19

Course Audience

This course is designed for implementation teams

Application developers System architects and configurators Database administrators Systems administrators

Module i: Essentials (Siebel 7.7) Training

6 of 19

Course Prerequisites

Basic Windows or NT navigation and file management skills Understanding of basic relational database concepts Familiarity with application development Familiarity with Web-based and client/server applications

Module i: Essentials (Siebel 7.7) Training

7 of 19

Course Goal

To enable participants to identify and perform tasks required for an initial Siebel 7 Application deployment

Module i: Essentials (Siebel 7.7) Training

8 of 19

Course Objectives

Use a standardized implementation methodology Navigate the Siebel eBusiness user interface Describe the Siebel eBusiness architecture Install Siebel eBusiness software to set up your enterprise Secure access to Siebel applications and data Define your company structure Configure a Siebel eBusiness application Populate and manage data into the Siebel database Automate business rules in your Siebel eBusiness application Migrate from development to test Support mobile clients

Module i: Essentials (Siebel 7.7) Training

9 of 19

Course Methodology

Subject matter is delivered via:

Lecture and slide presentations Software demonstrations Class discussions Hands-on labs Simulated exercises

Module i: Essentials (Siebel 7.7) Training

10 of 19

Course Materials

Student Guide
All slides presented during lecture Notes that point to Siebel Bookshelf references

Lab Guide
Hands-on lab exercises and solutions

Media
Essentials 7.7 Simulations Siebel 7.7 Bookshelf

Module i: Essentials (Siebel 7.7) Training

11 of 19

Overview of Course Flow

1. Foundations 2. Architecture and Installation 3. Access Control and Organization Setup 4. Exploring Siebel Applications

5. Configuration

6. Data Loads

7. Business Process Automation

8. Deployment

9. Conclusion

Module i: Essentials (Siebel 7.7) Training

12 of 19

Course Agenda

Foundations
1: Introducing Siebel Applications 2: Implementing Siebel Applications 3: Using the Siebel Client 4: Working with Data in the User Interface

Architecture and Installation

5: Exploring the Siebel Architecture 6: How Clients Access Siebel Data 7: Installing Siebel Software 8: Introducing Server Administration 9: Server Configuration and Management

Module i: Essentials (Siebel 7.7) Training

13 of 19

Course Agenda Continued

Security
10: Securing Siebel Implementations 11: Controlling Access to Views 12: Controlling Access to Customer Data 13: Creating the Company Structure 14: Controlling Access to Master Data 15: Authenticating Users

Exploring Siebel Applications

16: Understanding Object Definitions Behind a Siebel Application 17: Using Siebel Tools to Examine Object Definitions 18: Understanding the Siebel Data Model 19: Understanding Business Components 20: Understanding Party Business Components 21: Understanding Business Objects
14 of 19

Module i: Essentials (Siebel 7.7) Training

Course Agenda Continued

Configuration
22: The Configuration Process 23: Managing Object Definitions 24: Editing and Compiling Object Definitions 25: Understanding the Physical User Interface 26: Configuring Applets 27: Configuring Applications, Screens, and Views 28: Configuring Drilldowns 29: Configuring Business Components and Fields 30: Creating Business Components and Fields 31: Configuring Picklists 32: Configuring Multi-Value Groups 33: Extending the Siebel Database

Module i: Essentials (Siebel 7.7) Training

15 of 19

Course Agenda Continued

Data Loads
34: Exploring Integration Strategies 35: Introducing Enterprise Integration Manager 36: Data Mapping 37: Invoking Enterprise Integration Manager 38: Enterprise Integration Manager Considerations

Module i: Essentials (Siebel 7.7) Training

16 of 19

Course Agenda Continued

Business Process Automation

39: Understanding Siebel Event Models 40: Using Siebel State Model 41: Introducing Siebel Workflow 42: Deploying Workflow Processes 43: Invoking Workflow Processes 44: Understanding Interactive and Long-Running Flows 45: Introducing Assignment Manager 46: Creating Sales Assignment Rules 47: Assignment Manager Configuration 48: Deploying Assignment Manager

Module i: Essentials (Siebel 7.7) Training

17 of 19

Course Agenda Continued

Deployment
49: Performance Considerations 50: Migrating from Development to Test 51: Using Siebel Remote to Support Mobile Clients 52: Administering Siebel Remote

Conclusion
53: Final Words

Module i: Essentials (Siebel 7.7) Training

18 of 19

Summary

This module provides an introduction to the:

Instructor and class participants Training site information Course:

Audience Prerequisites Goal Objectives Methodology Materials Agenda

Module i: Essentials (Siebel 7.7) Training

19 of 19