What is Interactive Assignment?

This is when the end user request Assignment and receives a list of qualified people available for the assignment.

What is Dynamic Assignment?

This is when Assignment Manager runs automatically to intelligently assign new objects (inserts) or objects that have changed, (updates), via Connected Clients, Mobile Clients, EIM or Thin Clients.

What does Releasing do for Assignment rules?

Restart the Assignment Manger.
Regenerate the rulecache.dat file on the Siebel Server that contains your Assignment rules.

How does Assignment Manger find the best candidate?

Calculates score for each employee/position.
Highest scoring employee/position is considered best fit.
Uses scores to assign weights to your criteria.

What is a State Model?

A State Model defines the controls for the values of fields within a business component and the transitions between the values of the chosen field.

What does the Workflow Action Agent do?

Process requests in S_ACTN_ESC_REQ for a single group.
Invokes all actions linked with the policy being processed in order.
Logs Email\actions in the S_APPSRVR_REQ table so the correct manager can execute them. Purge the S_ESCL_ACTN_REQ table.

What does the Workflow Monitor Agent do?

Checks the S_ESCL_REQ table for violations of workflow policies.
Monitors all policies within a single group.
Generate requests for Workflow Action Agent in the S_ESCL_ACTN_REQ.Purges the S_ESCL_REQ table.

What is stored in the S_ESCL_REQ?

When a trigger fires, based on a Workflow Policy, it inserts a row in the S_ESCL_REQ
table. This is then checked by the Workflow Monitor to see if an action is required to befired against the rows found.

What can you NOT execute from a Workflow Action?

Any application that has a GUI.

Describe the process for file Attachments in EIM.

It is three steps:
1 – Copy the files to Siebel server Root\Input directory
2 – Populate the IF tables with rows that reference the files
3 – Run EIM

What is the SLEEP TIME parameter in both Workflow and Assignment?

It is parameter that sets the time that the process (Assignment or Workflow) sleeps between polling.

Name 6 possible values for the IF_ROW_STAT, when using EIM.

FOR_IMPORT
IN_PROGRESS
SQL_ERROR
IMPORT_REJECTED
FOREIGN_KEY
PICKLIST_VALUE
REQUIRED_COLS
DUP_RECORD_EXISTS
PARTIALLY_IMPORTED
IMPORTED

Name the 3 modes of running for the Assignment Manger.

Batch Mode
Dynamic Mode
Interactive Mode

Name the four Assignment Rule Types.

All, Above minimum – Use all candidates with score >= min
All, Must assign – Use all candidates
One, Best fit – One person, with highest scoring employee/position
One, Random – One random person

Name 3 types of Authorization that the State Model can use.

Position – job title of a person
Division – an area where a job is located
Position Type – a more generic position

Name the 3 pieces of the State Model

Framework
Change Requirements
Authorization

If you set EXEC = TRUE, when generating triggers, what does this actually do?

It generates a TRIGGER.SQL file that contains all the triggers to run your Workflow and Assignment policies. Then is runs the SQL file on the database.

What are the 5 steps to run the Workflow Manger?

Generate the triggers
Start the Workflow Monitor Agent
Start the Workflow Action Agent
Start the E-mail manager
Start manager

Name four generic events that Workflow can run.

Send E-mail
Send a page
Send a broadcast message
Run external program
Perform Database operation

What are the four ways that you can log/trace in EIM?

Task Info Log
Trace Flags
Error Flags
SQL debug flags

What does Delete All Rows, do in an .ifb file?

It deletes all rows in the target table and the child records.

What directory must the .ifb file be in, in order for EIM to pick it up?

Siebel Sever Root\admin

Explain how you run EIM

Select: Server Administration ? Server ? Server Tasks.
Add a new Task and select EIM.
Set the parameters (Batch number, Configuration file, trace flags).
Start the task.
Ensure a complete run.
Check Trace files.

What is a User Key?

The User key is the unique key within the base table. The User key can be made up of one or more columns and is/are mandatory. All the User Key fields must be imported to ensure loading.

What is to purpose of IF_ROW_BATCH_NUM?

It is an integer greater then or equal to 0. It is used to group rows together in a single batch. It is combined with the ROW_ID to form a unique key within the interface table.

What is EIM?

EIM (Enterprise Integration Manager) is server based and allows asynchronous integration with other corporate databases. It manages data exchange between external systems and Siebel Enterprise Applications.

Explain what a primary position is.

A primary position can merge or delete records, submit forecasts and by default the creator of an account, contact or opportunity is the owner. Primaries are assigned:Manually – by the Siebel Admin or manger Automatically – by Assignment manager.

Name and explain the three modes of Component operation

Server Mode: run background operations for the server and runs forever, once started, Task Mode: run specific task and exits upon completion,
Session Mode: created dynamically for client request. Runs as long as session is maintained then exits.

Explain the 5 main functions of the Server Manger

Controls your Enterprise,
Manages Siebel Servers,
Allows the configuration of the components,
Allow you to run tasks,
Collect statistics

Name 5 third party software packages that are shipped with Siebel

Adobe Acrobat
Fulcrum SearchBuilder
Actuate
Resonate
Sybase SQL Anywhere

Give two possible reasons why an employee logs in and sees nothing inside the application?

1 – The employee has no responsibility set.
2 – The responsibility that the users has, has no view associated with it.

What must a employee have set, other than login name and password in order to log in to Siebel?

Position

What are the two sections of the .ifb file?

Header Section: Specifies global parameters that apply to all the process sections.
Process Section: Specifies the parameters for the section.

What is a collective name for the specific mandatory columns in a EIM interface table?

User key

What are the 3 generic mandatory columns in an EIM Interface table?

ROW_ID,
IF_ROW_BATCH_NUM,
IF_ROW_STAT.

What are the four possible processes that EIM can perform?

Import,
Export,
Merge,
Delete.

What are the 5 steps to define the your Organization in Siebel

Define the Organizational Hierarchy,
Understand Visibility,
Define Positions,
Define Responsibilities,
Set up Users as Employees

Name the four states that a component can be in

Running,
Enabled,
Disables,
Shutdown.

Name the four levels of control we have over the Server

Enterprise,
Server,
Component,
Task.

Name the 5 main building blocks of the Siebel Architecture

File Server,
Gateway Server,
Enterprise Server,
Siebel Server,
Siebel Database Server.

List some of the strategies to optimize application performance

Reduce the number of objects
Reducing number of applets per view not as critical
Cut down on unnecessary duplication

What is data-driven access control?

Controls the read-only nature of BC, BC record, or BC Field based on value of another BC Field BC Read Only Field: current record read only Field Read Only Field: field specified by field name is read only Parent Read Only Field: BC read only

What are the available settings for Visibility Applet Type?

Sales Rep (see when user on Team)
Manager (see when direct/indirect reports are “primary” on team or when “primary”) All List (see all records with a primary position) Personal (see Contacts/Activities not Accounts and Opportunities)

What are the Dos and Don’ts of BO configuration?

Do:
Add/modify fields
Modify properties of existing BC
Add BC to BO
Add new relationships between BC
Create new BC & BO

Do not:
Rename them
Delete/inactivate BC or any of their fields
Delete/inactivate BO or BC within a BO

List the BO configuration guidelines in regards to creating new objects.

No Siebel-supplied definition exists to satisfy business requirement
An existing definition is in use
Need the same BC twice in the same BO
Wish to use a table already used by Siebel-supplied BC definition, but for entirely different purpose

List the configuration steps

Perform analysis, design and document
Create/modify object definitions in the Siebel Repository
Create SRF file for the application
Test the Siebel Enterprise application, including performance testing
Step through until design is fully implemented

What are the steps for implementing physical database changes?

Test custom extensions locally first
Prepare the server database
Apply the changes to the server database
Propagate the server changes to mobile users’ databases

What are the steps for using a standard 1:M extension table?

Create BC to represent 1:M extension table
Set Search Spec to equal Pre Default Value “TYPE” field
Add fields to the new BC (ensure “NAME” and “TYPE”)
Create a link from BC to New BC and add the New BC to BO
Create applet to display data from new BC

What are the steps for using a standard 1:1 extension table?

Add a joined field in the parent BC (based on the “main” table). The join is implied and created automatically at runtime. Add a control or list column to an applet.

Describe the types of Siebel database extensions

Standard extension tables - Predefined tables which support 1:1 or M:1 relationship. Part of the existing physical database. Custom extension tables and custom extension columns - New 1:1 tables, New columns that are added to new and existing tables.

List 3 options for visualization tools

View Details (for BCs and BOs only),
View Hierarchy (applicable to applets, applications, BCs, screens, and views), View Relationships (for BCs and Tables only)

List 3 additional object definition aids

Bookmarks (Adding a bookmark saves your ‘context’ as part of the location of the object definition.), Repository Search, Visualization Tools.

What is responsibility and position?

A responsibility is a class of users who require access to the same set of applicationfeatures. Controls what views are available when the employee logs in. Whereas Position, controls what records from the BCs are displayed in the view.

List some Siebel naming conventions

Prefix new object definition names with your company acronym to easily recognize your object definitions versus Siebel-supplied ones, Avoid using a numbering convention, Give new object definitions meaningful names

What are two common approaches to structuring development work?

Assign individual developer or group the bottom-to-top development role for specific functional area, Assign developer or group to a specific architectural layer

Describe the Custom 1:1 Extension Table?

The table name will be the main table + sequential number + _X, The PAR_ROW_ID column. stores the foreign key to the “main” table, There are eight predefined system columns. User data columns must be added as custom extension columns.

Describe the Standard 1:M Extension Table?

The table name will end with “_XM”, The PAR_ROW_ID column stores the foreign key to the “main” table, There are 47 predefined data columns of varying types, The “NAME” and “TYPE” columns are required, non-system columns.

Describe the Standard 1:1 Extension Table?

The table name will end with “_X”, The PAR_ROW_ID column stores the foreign key to the “main” table, There are 47 predefined data columns of varying types.

Can you use EIM to populate added extension columns to a base table?

Yes. But you must add extension columns to the appropriate interface table and map the extension columns to the base table.

Outline the Siebel database extension process

Design the extension, Determine the placement of the data item in the user interface,
Determine how to load data into the new data item

List some of the calculated field limitations.

Cannot be used as sort criteria, stored in columns and read only. Validation criteria on calculated fields is ignored. If SQL is used and performs a calculation, the value will be applied after the data is in the BC, but before displaying in the applet.

What syntax is used to denote strings? Field names?

Double-quotes are used to enclose strings. Square brackets are used to enclose field names.

How do you create a primary on a MVL?

Add a primary key field on the parent BC. Set the Primary Id Field and Use Primary Join properties on the MVL.

How do you create a primary on a MVL?

Add a primary key field on the parent BC. Set the Primary Id Field and Use Primary Join properties on the MVL.

What is a primary?

A primary is a FK on the parent-side that points to one “primary” record on the child-side of a 1:M link. A primary FK creates a 1:1 link between the parent and the child.

What are the steps for creating a MVG?

Create a MVL in the parent BC. Add MVFs in the parent BC. Create a MVG applet to display child records. Add controls/list columns to the parent applet to display MVFs and invoke MVG applets. Add primary FK in the parent BC and on the MVL.

What are the steps for creating a dynamic pick list?

Create a Pick list using a BC representing the joined table. Associate the Pick list with a BC field. Map the BC fields to the Pick list BC fields. Create a Pick list applet. Specify which control or list column will invoke the Pick list applet.

What are the steps for creating a static pick list?

Create a new static pick list. Add BC field that will be populated. Map the BC field to the pick list BC field. Specify which control or list column will invoke the pick list applet. Picklist will be empty until values are put in the S_LST_OF_VAL table.

How do you configure a dynamic toggle?

Child applet toggle definition specified for each applet you want to appear when a specific condition is met. If all conditions fail the parent applet is displayed. Auto Toggle Field: The test field. Auto Toggle Value: test value to match the test field.

How do you configure a static toggle?

Parent applet specifies the first applet to appear in the view. Each child applet toggle specifies additional applets to which the user can go. A toggle icon must be added to the applets, it is a standard button control ( Method Invoked = CycleToggle)

What is the difference between - Pre-Default and Post-Default?

Pre-default automatically assigns a value to a field for a newly inserted record, whereas Post-default assigns a value to a field, if not entered by the user, before the record is inserted into the database.

What object types have a Sort Specification property?

BCs,
Pick Lists,
Links.

What are the comparison and logical operators?

Comparison: =, <>, >, <, >=, <=. Logical: NOT, AND, OR

What is the visual cue for the user that a MVG applet is available?

A glyph after the control.

What are MVFs, MVGs, and MVLs?

Multi Value Fields allow master-detail or parent-child information to be displayed in one applet. Multi Value Group applets allow for the popup display of detail or child records on demand. Multi Value Links leverage Links to support MVFs.

What is the visual cue for the user that a pick list is available?

A drop down arrow.

What does setting the Runtime property to TRUE indicate?

If TRUE, then a runtime check will be made to see what special processing needs to occur for the field. TRUE indicates that more must be done than just showing the data from the database.

What is the S_LST_OF_VAL?

S_LST_OF_VAL is one table that holds all static pick list values. Must declare a LOV_TYPE to distinguish the particular pick list.

When is the Thread bar updated/refreshed?

The thread bar is refreshed when another screen is selected from the tab bar or Screens menu.

What are the two types of view drilldown that Siebel supports?

Static: Navigation is to a particular view.
Dynamic: Navigation is to one of several candidate views.

List 5 of the command line switches.

/u Username,
/p Password,
/d Database,
/x Debug Mode,
/s Spool: outputs all SQL statements to a log file,
/c Configuration File,
/l Language: same effect as the Language parameter in a .cfg file

What is the No Delete Property?

If set to TRUE, the user cannot delete the child records through the link. The user can disassociate a child record from its parent, but the record still exists in the database and can be viewed via another screen.

List the options for a link’s “Cascade Delete” property

Delete: If a parent record is deleted, all child records are deleted, None: Doesn’t delete nor does it clear the FK column, Clear: Doesn’t delete but clears the FK column.

What is a link?

Specifies the relationship between BCs, Provides for the display of master-detail or parent-child information, Used for 1:M or M:M relationships, Allows data from the child BC to return many records associated with the parent.

What are the steps involved in creating a link?

Add/identify fields on BCs or intersection table to construct the link,
Create the link between the BCs,
Add BC(s) to BO and specify the link on the child,
Create applet(s) and view for display.

What are the steps for creating a join for an existing BC?

Add field (FK) to BC required to construct join,
Create a join for the selected BC,
Specify the join relationship (FK to PK) BC,
Add fields to BC coming from joined table,
Modify applets as required (to display joined data).

What is the .srf file?

A file that contains object definitions in a compressed, binary format, Stored in the…\Objects folder, Read at runtime, Siebel reads the file on demand as different parts of .the application are executed, once read from the file, it is kept in memory.

What are the steps for creating view, screen, and application definitions?

Create a view,
Create a screen,
Add view(s) to the screen,
Create an application (or use an existing one),
Associate screens to tabs,
Associate screens to screen menu items

What happens during a copy record operation?

All child object definitions will be copied along with the selected object definition.

What is an applet and what does it do?

Provides viewing, entry, modification, and navigation capabilities for data in one BC. Usually implemented as a scrolling list table or data entry form.