Siebel Business Automation 15.5

Duration: 5 Days

What you will learn

In this course, students learn fundamental technologies and techniques for automating business processes in Siebel
applications. The curriculum focuses on core technologies that are used in many Siebel automation facilities, such as
business services and Siebel workflow. Students get hands-on experience with Siebel automation and create solutions
to simple and more complex automation problems. It is appropriate for Siebel 15.x and 8.x customers. Practices are
performed using Open UI.
Siebel business automation is implemented both in Siebel Tools and in the Siebel client, and this course presents a
discussion of both. Students configure workflow processes and task flows in Siebel Tools, as well as implementing
workflows for Siebel Universal Inbox and for Siebel Data Validation Manager. In the Siebel Web client, students
implement Siebel State Models, Siebel SmartScripts, and configure assignment rules. Students also learn the role of
scripting in automating Siebel applications.

Learn to:

Create workflows to automate business processes
Configure the Siebel Inbox
Create tasks to guide users through complex procedures
Use Siebel client facilities for automation
Use Siebel Assignment Manager to assign business data to users

Benefits To You

Get hands-on experience with the technologies and techniques for automating business processes in Siebel
applications. With this knowledge you can create solutions that simplify and automate your business processes.
Live Virtual Class Format
A Live Virtual Class (LVC) is exclusively for registered students; unregistered individuals may not view an LVC at any
time. Registered students must view the class from the country listed in the registration form. Unauthorized recording,
copying, or transmission of LVC content may not be made.

Audience

Application Developers
Developer
Project Manager
Technical Administrator
Technical Consultant

Related Training

Required Prerequisites
Siebel Technical Foundations 15.5

Course Topics

Siebel Business Services

Describing a business service
Describing the structure and role of property sets
Using the business service simulator to test a business service

Creating and Deploying Siebel Workflow Processes

Creating a workflow process using Siebel Tools
Testing workflow processes using the Workflow Simulator
Publishing and activating workflows
Describing the Siebel Workflow architecture
Creating robust workflows using sub-processes and queries
Invoking workflows with run-time events and custom controls
Using workflow policies to invoke workflow processes

Configuring Siebel Universal Inbox

Enabling an existing data type for the Inbox

Using Siebel Data Validation Manager

Creating and activating validation rule sets
Invoking Data Validation Manager from a workflow or run-time event

Using Siebel Task UI

Describe the features of Siebel Task UI
Invoke and complete a task
Configure and administer a task
Configure branching logic in a task using transient business components
Use task properties in task steps

Introducing Siebel Scripting

Describing appropriate uses for scripting in Siebel business automation
Identifying scripted objects in Siebel Tools

Creating SmartScripts to automate customer interactions

Describing the features of SmartScript
Identifying the elements that make up a SmartScript
Create a basic Siebel SmartScript
Personalizing a SmartScript with user properties
Customizing data displayed in a SmartScript with search specifications and picklists
Add Siebel eScript to a SmartScript

Using Siebel State Model

Describe how state models can enforce business logic
Create a new state model

Assigning Business Data with Siebel Assignment Manager

Explaining the role of Siebel Assignment Manager
Describing the components of assignment rules
Creating and testing assignment rules
Describing the Siebel assignment methodology
Configure assignment objects in Siebel Tools
Invoke Assignment Manager in dynamic mode