Wednesday, March 12, 2008

Siebel 8.0 Essentials

Siebel 8.0 Essentials

What you will learn:

Siebel Essentials is a comprehensive, technical course designed for implementation team members involved in the installation, configuration, or administration of Siebel CRM applications. The course provides students with information about Siebel CRM applications architecture, functionality, and configuration. Through hands-on labs, course participants learn about Siebel application navigation, data manipulation and queries. Students also learn the fundamental architectural concepts and structures of Siebel CRM applications, including data access control, data exchange mechanisms, work process, and business logic automation capabilities. Understanding Siebel CRM application design and functionality is essential to effectively execute and maintain a Siebel implementation. This course also teaches students how to perform the major tasks required for an initial Siebel deployment, including configuring a Siebel CRM application. During the hands-on labs, course participants use Siebel Tools to create a configured Siebel CRM application, as well as perform an initial data load for the configured application. Server administration tasks are also explained, and the course teaches participants how to migrate data between development and test environments.

Learn To:
  • Describe the Siebel application architecture
  • Configure a Siebel application
  • Automate business rules in your Siebel application
  • Populate and migrate data into the Siebel database
  • Migrate data between environments
  • Navigate the Siebel application user interface
Schedule/Purchase Training Formats Price Duration Course Materials Instruction Language
View Schedule Instructor-Led Training US$ 7,500 10 Days English English

Note: To have a more personalized experience, we invite you to: Log In!


  • Application Developers
  • Database Administrators
  • Developer
  • Forms Developer
  • Support Engineer
  • Technical Administrator
  • Technical Consultant


Required Prerequisites:

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

Course Objectives:

  • Configure a Siebel application
  • Describe the steps required to install Siebel application software to set up your enterprise
  • Define your company structure
  • Describe the Siebel application architecture
  • Navigate the Siebel application user interface
  • Populate and migrate data into the Siebel database
  • Automate business rules in your Siebel application
  • Secure access to Siebel applications and data
  • Migrate data between environments

Course Topics:

Using Siebel CRM

  • Understanding Siebel Applications
  • Navigating Siebel Applications
  • Working with Siebel Data

Controlling Access to Data

  • Responsibilities and Views
  • Users, Positions, and Organizations
  • Implementing the Company Structure
  • Controlling Access to Customer Data
  • Controlling Access to Master Data

The Siebel Web Architecture

  • The Siebel Web Client
  • The Siebel Enterprise
  • The Siebel Gateway Name Server
  • The Siebel Server
  • The Siebel Web Server Extension
  • The Siebel Filesystem
  • The Siebel Database Server

Managing the Siebel Enterprise

  • Components and Parameters
  • Server Management

Siebel Client Types

  • The Siebel Web Client
  • The Siebel Mobile Web Client
  • The Siebel Wireless Web Client
  • The Siebel Handheld Client
  • The Siebel Developer Web Client

Installation and Security

  • Securing Access to the Application
  • Installing Siebel Applications

The Siebel Application Architecture

  • Siebel Object Types and Object Definitions
  • The Siebel Data Model
  • Business Components
  • Party Business Components
  • Business Objects

Configuring Siebel Applications

  • Configuration Strategy
  • Setting Up a Developer
  • Managing Object Definitions
  • Configuring User Interface Objects
  • Configuring Business Layer Objects
  • Configuring Data Layer Objects

Automating Business Processes

  • Siebel Business Services
  • Building and Testing Siebel Workflows
  • Deploying and Invoking Siebel Workflows
  • The Task UI
  • Creating a Task
  • Siebel Business Rules
  • Creating Siebel Business Rules

Assignment Manager

  • Assignment Rules
  • Tailoring Assignments
  • Invoking Assignment Manager

Data Integration

  • Introducing Enterprise Integration Manager
  • Creating Data Maps
  • Running Enterprise Integration Manager

Application Deployment Manager

  • Introducing Application Deployment Manager
  • Deploying Application Customizations

Siebel 8.0 Fundamentals

Siebel 8.0 Fundamentals

What you will learn:

Siebel 8.0 Fundamentals is a two-day offering covering important Siebel application functionality. After students become familiar with navigating and working with data in the Siebel user interface, they learn about the business logic and key business entities at the heart of Siebel CRM applications. Students explore the defining features of Siebel applications, such as Siebel Sales, Siebel Call Center, and Siebel Field Service. Students explore the capabilities of Siebel automation options, such as Siebel Workflow, Assignment Manager, and Task UI. The course concludes with an overview of implementing a Siebel application, including a discussion of implementation best practices. All topics are reinforced with hands-on exercises with Siebel applications.

Learn To:
  • Navigate Siebel applications
  • Use common Siebel business entities to support company business practices
  • Use typical features in Siebel Sales, Siebel Call Center, and Siebel Field Service applications
  • Explore Siebel automation methods
  • Use best practices in a Siebel implementation project
Schedule/Purchase Training Formats Price Duration Course Materials Instruction Language
View Schedule Instructor-Led Training US$ 1,500 2 Days English English

Note: To have a more personalized experience, we invite you to: Log In!


  • Application Developers
  • Business Analysts
  • System Analysts
  • Developer
  • Project Manager
  • Sales Consultants

Course Objectives:

  • Use Siebel Sales features, such as forecasting, global accounts, and territory management
  • Use Siebel Call Center features, such as CTI, Smart Scripts, and Service Analytics
  • Use Siebel Field Service features, such as Dispatch Board, Assets, and Warranties
  • Explore Siebel Workflow, Assignment Manager, and Task UI
  • Describe best practices for a Siebel implementation project
  • Navigate in the Siebel user interface
  • Create, delete, and modify records
  • List and describe common Siebel business entities

Course Topics:

Navigating and Working with Data in the Siebel Interface

  • Introducing Siebel CRM Applications
  • Navigating Siebel applications
  • Creating, modifying, and deleting records
  • Querying for data

Common Siebel Business Entities

  • Representing customers with Accounts and Contacts
  • Describing tasks with Activities
  • Defining sales-related objects with Opportunities and Quotes
  • Resolving customer issues with Service Requests
  • Using Siebel business entities to implement business practices

Siebel Application Functionality

  • Siebel Sales scenario: Opportunity Management
  • Siebel Sales scenario: Forecasting
  • Other Siebel Sales Features
  • Siebel Call Center: service scenario
  • Siebel Call Center features (SmartScripts, Service Analytics, Hostelling and Multi-tenancy)
  • Siebel Field Service scenario
  • Assets and Warranties

Siebel Automation and Other Application Features

  • Siebel Workflow
  • Siebel Assignment Manager
  • Siebel Task UI
  • Other features (Siebel Search, Audit Trail, Reports, iHelp, Siebel Tools)

Best Practices for Siebel Implementations

Siebel Release 8.0

Siebel Release 8.0

With Siebel Customer Relationship Management (CRM) 8.0, Oracle delivers on its Applications Unlimited commitment, the long-term plan to provide continued enhancements to current Oracle Applications.

The most complete, easy-to-use, and technologically advanced CRM suite ever shipped, Siebel CRM 8.0 leverages the entire Oracle technology stack to bring value to your critical end-to-end business processes.


  • Business Processes—Siebel 8.0 features a new task-based user interface that employs a wizard-like sequence common to many desktop and Web 2.0 applications to speed problem solving and ensure adoption across the enterprise
  • Business Rules—Siebel CRM 8.0 takes user empowerment to the next level with the addition of a simple-to-use, natural language rules engine
  • Decision Support —Siebel CRM 8.0's embedded real-time decisioning uses real-time, predictive analytics to enable your employees to make real-time customer focused decisions that produce better results


  • Deployment with zero downtime—Siebel's new Application Development Manager enables administrators to deploy product enhancements on the fly-with zero downtime
  • Increased user productivity at lower cost—Two-way synchronization between Siebel CRM 8.0 and familiar Microsoft tools such as Word, Excel, Outlook, and SharePoint increases user productivity and decreases training costs
  • Cross-channel CRM functionality—Broad Web services support that makes it easy to extend CRM functionality across the enterprise, to reach all your customer interaction channels as well as connect with other business functions
  • Full Oracle Fusion Middleware support—Siebel CRM 8.0 enables you to connect seamlessly to the rich set of enterprise services offered by Oracle Fusion Middleware, such as integration, search and identity management