Application Administration (Siebel 7.7)

Description:

Application Administration (Siebel 7.7) is a foundational course for those roles that need to maintain and administer the Siebel 7.7 application post-implementation. It is a four-day course of Siebel core technology topics with an administrative focus where appropriate.

The course comprises four topic areas: User Interface Foundations, Architecture Foundations, Security, and Automation. The first section is an in-depth look at UI navigation, ending with coverage of administrative tasks to facilitate end-user access to data through the Siebel UI (list of values, activity plans and templates, iHelp). The second section provides an introduction to Siebel client and server architecture, and teaches students basic server administration tasks. The third section goes into depth on the tasks involved in maintaining an organization, including user administration and controlling access to data. Access control is used as a unifying thread for this section and is covered in depth. Finally, the last section gives an overview of Workflow, Assignment Manager, and the Siebel State Model.

Audience:

Functional Implementer
Technical Consultant

Objectives:

• To enable administrators to successfully perform daily and ongoing tasks for administering and maintaining Siebel applications post-implementation

Prerequisites:

Suggested Prerequisites:
CRM applications
RDBMS concepts

Topics:

Navigate the Siebel Web Client User Interface

Describe How Data Is Organized Behind the User Interface

Use Queries to Locate Data Quickly

Administer List of Values

Create and Maintain Activity Plans and Templates

Describe the Underlying Siebel Web Architecture

Perform Basic Server Administration

Secure Access to Siebel Applications and Data

Administer and Maintain Your Company Structure

Administer Siebel Remote

Describe Siebel Workflow

Create Sales and Service Assignment Rules

Use the State Model