This document outlines the configuration steps for a Siebel case study assignment involving houses for sale. It includes: 1. Configuring entities to track houses, opportunities, activities, and roles. This involves extending database tables, configuring business components, and modifying applets. 2. Mapping the key business processes and Siebel three-layer architecture to the case study. 3. The configuration flow, including setting up views for house details, appraisals, opportunities, and activities. It also covers configuring roles. 4. Details requirements for each entity and diagrams of the business process flow and Siebel architecture.

1. SIEBEL CASE STUDY ASSIGNMENT
PRESENTATION

2. Contents:
• Case Study Requirement Detail
- House (Internal Product)
- Opportunities Entity
- Activities Entity
- Role setup in Siebel Application – Organization and Position
• Diagram flow – Case Study
• Three Layer in Siebel – Mapping with Case Study
• Siebel Three Layer Mapping with Case Study
- Use Interface Layer
- Business Layer
- Data Layer
• Case Study Configuration flow
- House Detail View – PRODUCT Entity
- House Detail Appraisal View
- Opportunities Entity – House Detail View
- Activities Entity.
- Organization and Position Role in Application.

3. Case Study Requirement Detail - House (Internal Product) :-
• Company A requires the ability to manage the list of houses that are currently for sale. This includes storing key
characteristics, such as price, number of bedrooms, and square feet; keeping a history of appraisals; and pulling in any data
about renovation history from an external file that is supplied by a third-party vendor.
Table 1 lists the detailed requirements for the House entity.
Table 1.Requirements Summary for the House Entity
Requirement Comment
Track houses for sale. Houses will map to the entity product
BC: Internal Product
Track the features of each Add additional columns (or any other alternative) to store
house, such as square feet, additional attributes and
number of bedrooms, and so expose them in the user interface.
on. Fields:
Number of bedrooms: (LOV)-Studio/1bhk/2bhk/3bhk (Static)
Total Carpet Area:
Property Type: Commercial /Residential (LOV)
Total Amount
Entering and editing records Applet with New/Delete/Update available
for houses.
Provide users with predefined
values to choose from when
entering house features.
Track and display previous New BC on S_Product_XM, type=”Appraisal”
appraisal information (date, Interested: True/False
amount, assessor) for each house. This should be a 1: M link to
house.

4. Case Study Requirement Detail - Manage Opportunities
Company A needs to give its internal employees as well as its partner agents ability to manage opportunities.
Opportunities are recorded for potential buyers and include contact information and information about the type of house
the buyer is interested in. Opportunities that come into Company A directly are passed on to a partner agency based on
location. Table 4 summarizes the requirements for the opportunity entity.
Table 2 Requirements Summary for the Opportunity Entity
Requirement Comment
For each opportunity, track BC:
the house features that the Fields: House Type
buyer is looking for and buyer Range:
characteristics. 5-10L
10L-20L
20-30L
30-40L
>40L
Contact (Dynamic Pick applet)
Comments: Freetext
Users may choose values for
house attributes.square feet,
price range, and so on.from
a list rather than enter them.

5. Case Study Requirement Detail - Manage Activities:-
Company A requires the ability to manage activities for each opportunity and contact. The
standard Activity management functionality meets Company A requirements well, except for the gaps listed in
Table 3
Table 3 Requirements Summary for the Activity Entity
Requirement Comments
Display the opportunity Add the opportunity to the
associated with each activity. Activity List and Form
Applets.
Activity name:
Desc:
: (Pickapplet)
Type:
Comments
When entering an activity, allow
users to associate an opportunity
to an activity.
Constrain the values in the
pick applet so it only shows
the opportunities for the
account associated with the
activity.
Allow users to navigate from the Configure dynamic drilldown
Opportunity Detail view to one of that implements the
the following views, depending on conditions described in the
the sales stage: business requirement.
Contact Detail - Activities (SCW) Account/Contact
Contact Detail - Contacts (SCW)

6. Case Study Requirement Detail - Additional Requirements:-
• Company A has a manager and 2 sales rep. The sales rep work on commissions. Hence, Sales Rep A should not be able to
see what Sales Rep B has in his opportunities. However, their manager should be able to see all the opportunities that they
are working on.
• The views seen by the manager in the application would be different from the one’s seen by the sales rep.
• For attributes like No of Bedroom, ensure that we have a drop down with values Studio, 1 Bedroom, 2 Bedroom, 3
Bedroom
• When a customer shows interest in a house and you select a house as his choice, all the pre-defined features should
automatically be displayed along with it.

7. Key Business Process Diagram flow - Case Study :-

8. THREE LAYER IN SIEBEL

9. USER INTERFACE LAYER

10. BUSINESS LAYER

11. DATA LAYER

12. Organization and Position Role in Application

13. Case Study Configuration flow
• House Detail View – PRODUCT Entity Configuration
• House Detail APPRAISAL VIEW Configuration
• OPPORTUNITIES Entity – House Detail View
Configuration
• ACTIVITIES Entity Configuration
• Organization and Position Role in Application
Configuration

14. House Detail View – PRODUCT Entity Configuration
 Activity-1 Extending the Database by Adding New Columns
to the Base Table
 Activity-2 Configuring the Internal Product Business
Component
 Activity-3 Modify Existing Product Applets to Display
House Attributes
 Activity-4 Creating the House Detail View
 Activity-5 Creating the Houses Screen
 Activity-6 Compiling and Unit Testing

15. Activity-1 Extending the Database by Adding New Columns to the Base Table
Compiling and Unit Testing:-
Step-1 Select Table Name- S_PROD_INT in Compiling related Projects, Tables, Business Objects, Business Component,
Table Object and Lock Project Table Applets, Views and Screens
Step-2 Adding New Columns to the
Products Extension Table - S_PROD_INT_X
Select Table - S_PROD_INT_X and Create
New column Object Name given below
Step-3 Compiling - Table level
S_PROD_INT_X

16. Activity-2 Configuring the Internal Product Business Component
Compiling and Unit Testing:-
Step-1 Select Business Component Name- Compiling related Projects, Tables, Business Objects, Business
Internal Product in Buscom Object and Lock Component, Applets, Views and Screens
Project Buscom.
Step-2 Adding New Fields to the Products
Extension Table - S_PROD_INT
Create New fields Object Name given below
Step-3 Change the default Properties from
Internal Products BUSCOM
Fields --> No Delete, No Insert, No Merge and
No Update value should set FALSE.
Step-4 Compiling -Buscom Name: Internal
Product.

17. Activity-3 Modify Existing Product Applets to Display HOUSE Attributes
Step-1 Configuring the following two applets are easier than creating New Onces. Compiling and Unit Testing:-
Product List Applet
Product Form Applet
Compiling related Projects, Tables, Business Objects,
Applets are already based on the Internal Product Business Component Business Component, Applets, Views and Screens.
Add List Column Objects for each New fields. Select a
Object hierarchy is Applet ---> List --->List Column.
Screen shot: - (Output Results)
Step-2 Select the Product List Applet Record choose Edit Web Layout and Remove
the Following unnecessary columns for the 1:Base mode of the Applet example few
fields given below
- Class - Compensable - Customizable - Description - Effective End Date
- Effective Start Date - Equivalent Product - Lead Time - Orderable
- Organization - Product Line - Revision - Serialized
-Service Product - Unit of Measure
Step-3 Add the fields you defined including the fields to be hidden by default
Choose file to Save and close.
Step-4 Similar way configuring the Product Form Applet follows above steps 1 to 3.
Step-5 Compiling Applet - Product List and Form Applet.

18. Activity-4 Creating the House Detail View :-
Create a new view to display the Product List and Product Form Applets. They want in the view first should be
Product List and second should be Product form Applet. We can select View Standard list-form view.
Step-1 Create New View from Object wizards. Compiling and Unit Testing:-
Compiling related Projects, Tables, Business Objects,
Business Component, Applets, Views and Screens.
Step-2 Select fields details given below
Step-3 Select Web Template – View Detail
Step-4 Select Applets – Product List Applet
and Product Form Applet
Step-5 Review the View Web Template in
Base Mode Layout and check out in review
format mode.
Step-6 Compiling Views

19. Activity-5 Creating the Houses Screen
Step-1 Create New Screen from Object Compiling and Unit Testing:-
Compiling related Projects, Tables, Business Objects,
wizards. Business Component, Applets, Views and Screens.
• Register the House Detail View in the application.
• Associate the House Detail View to a responsibility
Step-2 Select fields details given below
Step-3 Select Web Template – View Detail
Step-4 Select Applets – Product List Applet
and Product Form Applet
Step-5 Review the View Web Template in
Base Mode Layout and check out in review
format mode.
Step-6 Compiling Views

20. House Detail APPRAISAL VIEW Configuration
Displaying data from a 1:M extension table requires the following
steps.
 Acitivity-1 Creating the Appraisals Business Component.
 Acitivity-2 Creating a Link Between Houses and Appraisals
 Acitivity-3 Adding the Appraisals Business Component to a
Business Object
 Acitivity-4 Create a New Appraisals List Applet
 Acitivity-5 Creating the House Detail - Appraisals View
 Acitivity-6 Adding Additional Columns to the Opportunity Base
Table
 Acitivity-7 Compiling and Unit Testing

21. Acitivity-1 Creating the Appraisals Business Component.
Step-1 Creating New BUSCOM - Appraisals from Compiling and Unit Testing:-
Compiling related Projects, Tables, Business Objects, Business Component,
Object Wizards Applets, Views and Screens.
Step-2 Add New columns and filed Names as shown in
the following Table, and then click Add for each one.
Step-3 Compiling BUSCOM – Appraisals, Project –
Product and Table – S_PROD_INT_XM

22. Acitivity-2 Creating a Link Between Houses and Appraisals.
Step-1 To Expose the RowID field in the Internal Compiling and Unit Testing:-
Compiling related Projects, Tables, Business Objects, Business Component,
Product BUSCOM. Applets, Views and Screens.
Find existing from BUSCOM Object - Internal Product
ROW_ID from Name Property and column Property.
Step-2 Select Links List Applet from Object Explorer.
Choose New Record.
Step-3 Enter Values for the Properties as shown in the
following Table

23. Acitivity-3 Adding the Appraisals Business Component to a Business Object
Compiling and Unit Testing:-
Step-1 Select the Internal Product from Compiling related Projects, Tables, Business Objects, Business Component,
Business Object from Object Explorer / List Applets, Views and Screens.
Editor
Step-2 Enter New Record Using the values
shown following table.

24. Acitivity-4 Create a New Appraisals List Applet
Step-1 Create New Appraisals List Applet from New Compiling and Unit Testing:-
Compiling related Projects, Tables, Business Objects, Business Component,
Object wizard. Applets, Views and Screens.
Step-2 Web Layout - General Dialog box. Select the
Templates to Use following Table and then click Next
Field.
Step-3 In the Web Layout - Select the following fields
and then click Next.
-Appraisal Value, - Date, - Name, - Assessor Name, - Type, - Interested and - Appraisals Value
Step-4 Finish dialog box and Preview the information
entered and then click finish.
Step-5 Preview the Applet by right clicking in the
Layout window and then choosing preview and close.

25. Acitivity-5 Create a House Detail - Appraisals View
Step-1 Create New Appraisals View from New Object Compiling and Unit Testing:-
Compiling it related Project, Table, Business Object, Business Component,
wizard. Applets, View and Screen.
Step-2 View Web Layout - Select the Templates to
select the View Detail (Parent with Pointer) Web
template and then click Next.
Step-3 In the Web Layout – Applet dialog box , Select
the following two Applets and then click Next.
-Product Form Applet
-Appraisals List Applet
Step-4 Finish dialog box and Preview the information
entered and then click finish.
Step-5 Preview the Applet by right clicking in the
Layout window and then choosing Preview and Close.

26. Acitivity-6 Adding the House Detail - Appraisals View to the House Screen
Compiling and Unit Testing:-
Step-1 Create a View, you need to Compiling it related Project, Table, Business Object, Business Component,
associate it with a screen. In this case, Applets, View and Screen.
• Register the House Detail Appraisals View in the application.
Internal Product Adds the House Detail - • Associate the House Detail Appraisals View to a responsibility.
Screen shot: - (Output Results)
Appraisals view to the Internal Product
Screen.
Step-2 Create a New Screen View object
Type-
Step-3 Compiling Screen View – Appraisals

27. OPPORTUNITIES Entity – House Detail View
Configuration
Activity-1 For Each Opportunity, Track the House features that the
buyer is looking for and buyer characteristics.
Activity-2 Users may choose values for house attributes, Square
feet, Price Range and so on from a list rather than enter them.

28. Activity-1 For Each Opportunity, Track the House features
that the buyer is looking for and buyer characteristics
Adding Additional Columns to the Opportunity Base Table: Compiling and Unit Testing:-
Step-1 Select Opportunity Base Table S_OPTY and Lock Compiling it related Project, Table, Business
after Adding following column records as given below and Object, Business Component, Applets, View and
compile it. Screen.
Screen shot: - (Output Results)
Step-2 Add above fields into Existing Opportunities Applets
both - Form & List Applet
Step-3 Create a Dynamic Pick Applet for Contact from Object
Wizard and enter following table value given below
Step-4 click Finish and compile it.

29. Activity-2 Users may choose values for house attributes,
Square feet, Price Range and so on from a list rather than
enter them.
Add Pick Lists for each of the fields that need pre- Compiling and Unit Testing:-
defined Values. Compiling it related Project, Table, Business
Object, Business Component, Applets, View and
Step-1 Create Price Range New Static Pick Screen.
List from Object Wizard and enter following Screen shot: - (Output Results)
table Value given below
Step-2 Click Finish and compile it.

30. Activities Entity Configuration
 Activity-1 Display the Opportunity associated with each activity.
 Activity-2 When entering an activity, allow users to associate an opportunity to an Activity
 Activity-3 Allow users to navigate from the opportunity detail view to one of the following
views, depending on the sales stage- Contact Detail - Activities (SWC)/ Contacts (SWC)

31. Activity-1 Display the Opportunity associated with each activity.
Compiling and Unit Testing:-
Step-1 Adding the Opportunity Field to the Compiling it related Project, Table, Business Object, Business
Activity List Applet (SCW) Component, Applets, View and Screen.
Step-2 Adding the Opportunity Field to a
Activity Detail Applet (SCW)
(To add a control object to a form applet)
Step-3 To map fields (CONTROLS and LIST
columns) from an Applet to a Web template
Just u have to click Column to include in
Activity Form Applet - Opportunity field
Note:- In our Case Study already setup in
Application. Just Right click select column –
Opportunity to include in Activity List Applet.

32. Activity-2 When entering an activity, allow users to associate an opportunity to an
Activity
-Dynamic Pick Lists Compiling and Unit Testing:-
Step-1 Find Existing BUSCOM Action and Lock Action BUSCOM Compiling it related Project, Table, Business Object,
Business Component, Applets, View and Screen.
Step-2 Create New Pick List icon from Object Explorer
Step-3 In the Pick List dialog box, enter the values from below values
in Table
Step-4 Pick List Type dialog box, click the Dynamic option button and
click Next
Step-5 Pick List Definition dialog box, click the Create New Pick List
option button and click Next
Step-6 Next Pick List Definition dialog box, enter the values shown in
the following table, and then click Next
Step-7 Pick Map dialog box, use the drop-down lists to choose the
fields shown in the following table, and then click Add
Note: Mappings between the source field and the target field.
Step-8 Finish and compile it.

33. Activity-3 Allow users to navigate from the opportunity detail view to one of the
following views, depending on the sales stage- Contact Detail - Activities (SWC)/
Contacts (SWC)
Step-1 Find Existing BUSCOM Name: Action and Compiling and Unit Testing:-
Compiling it related Project, Table, Business Object,
Lock Project Business Component, Applets, View and Screen.
Step-2 Add/Create a New Field for Activity Name
and Sales Stage.
Step-3 Add Fields Activity Name and Sales Stage to
the Existing House Activity List Applet and Activity
Form Applet.
Step-4 Drilldown on top of Activity Name ( use
Static Pick List) for Sales Stage Field which contain
two values Dropdown Value is ACCOUNTS and
CONTACT.
Applet Name: Opportunity Detail - Activities View
(SCW).

34. Setting Up the Organizational Structure – Company A
 Company A Organizational Structure Diagram
 Navigation Path to Create Division / Position

35. Setting Up the Organizational Structure – Company A
Division
Position
Position
Navigation Path :-
Creation of Division/Position: - GROUP ADMINISTRATION -> DIVISION / POSITION
Creation of Employees: - ADMINISTRATION – USER -> USERS
Creation of Responsibilities: - APPLICATION ADMINISTRATION –> REPONSIBILITIES

36. How to get
Siebel CRM Context Helper
Senthil Kumar Janakiraman
Functional Consultant
email Id:
Senthil-Kumar.janakiraman@capgemini.com
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