Siebel 8 Consultant

Содержание

Exam Topics:

Introducing Siebel Applications

• Describe Siebel Customer Relationship Management (CRM) applications and how they are classified
• Identify the common business entities found in Siebel CRM applications

Using the Siebel Web Client

• Start and log in to a Siebel application
• Navigate screens and views in the application
• Identify major user interface (UI) features in a Siebel CRM application

Working With Siebel Data

• Create, modify, and delete records
• Query for records in a Siebel CRM application

Responsibilities and Views

• Describe the purpose of a responsibility
• Create a new responsibility
• Modify an existing responsibility

Users, Positions, and Organizations

• Describe how data access is controlled by users, positions, and organizations
• Implement the company structure using divisions, organizations, positions, users, and employees

Controlling Access to Customer Data

• Describe the difference between customer and master data in Siebel applications
• Describe the different Access Control mechanisms used to restrict access to data in Siebel applications
• Identify the different view types used for different types of users

The Siebel Web Architecture

• Identify the pieces that make up the Siebel Web architecture
• Identify the role of each piece of the architecture
• Describe how Siebel requests are processed

Server Components and Parameters

• Define component groups
• Define components
• Describe parameters as inputs for components
• Describe the various levels at which you can set parameters and how to set them
• Describe named subsystems and job templates

Server Management

• Monitor the state of the enterprise, and individual servers and components within that enterprise
• Perform routine administrative tasks on the enterprise, including: a. Managing components b. Backing up and restoring the enterprise c. Setting logging options d. Submitting jobs

Siebel Client Types

• Identify the various Siebel clients
• Describe files associated with each client, including configuration files and local databases
• Describe how each client accesses Siebel servers and data

Securing Access to the Application

• Describe the types of user authentication supported by Siebel applications
• Explain the role of the security adapter
• Describe Single Sign On (SSO) security and how it differs from other authentication methods

Installing Siebel Applications

• Describe pre-installation steps necessary to prepare your environment for a Siebel installation
• Install the Siebel application
• Perform post-installation steps to verify your Siebel environment
• Describe how to use the multi-server update tool to automate installations

Siebel Application Architecture

• Describe the major types of object definitions
• Describe the relationships between them

Using Siebel Tools to Examine Object Definitions

• Describe the differences between object types and object definitions
• Use Siebel Tools to examine parent and child object definitions

The Siebel Data Model

• Describe the purpose of the Siebel Data Model
• Describe the role of primary and foreign keys, indexes, and user keys
• Identify prominent tables in the Siebel Data Model

Siebel Business Components

• Define a business component
• Describe how business component fields at the business object layer are mapped to columns at the data layer
• Describe how base and joined tables are used as a part of this mapping

Siebel Business Objects

• Describe how business objects focus data presented in the UI based on context
• Describe how views reference business objects
• Describe how links are used to relate parent business components to child business components

Configuration Strategy

• List the critical elements of the Siebel configuration strategy

The Configuration Process

• Describe the development environment architecture
• Set up the development environment

Managing Object Definitions

• Explain the role of projects
• Manage object definitions using Check Out and Check In
• Lock projects locally

Editing and Compiling Object Definitions

• Create new and edit existing object definitions
• Validate edited object definitions
• Archive object definitions and projects
• Back up the local database
• Compile object definitions into a repository file

UI Layer Configuration: Web Templates

• Describe the role of Siebel Web template files
• Describe the role of Siebel tags in template files
• List the types of templates
• Describe how to register, associate, and bind a template file

UI Layer Configuration: Applets

• Create and modify a list applet
• Create and modify a form applet

UI Layer Configuration: Applications, Screens, and Views

• Tailor applications
• Configure how a view is accessed on a screen
• Change the order of screen views for a screen
• Create and administer a view
• Associate a view with a template

UI Layer Configuration: Drilldowns

• Configure drilldown to a related view
• Enable the thread bar
• Business Layer Configuration: Joins

Create a join that brings data from a standard table into a standard business component

• Create a join that brings data from a party table into a standard business component
• Create a join that brings data from a party table into another party business component

Business Layer Configuration: Existing Business Components and Fields

• Edit business component properties to capture business logic
• Describe business component view modes
• Edit field properties to capture business logic
• Specify business component and field user properties

Business Layer Configuration: New Business Components and Fields

• Create a new business component (BC)
• Add a business component to a business object

Business Layer Configuration: Picklists

• Describe the differences between dynamic and static picklists
• Administer a list of values
• Configure a static or dynamic picklists

Configuring Multi-Value Groups

• Describe multi-value groups and their benefits
• Use Siebel Tools to configure a multi-value group

Data Layer Configuration

• Create extension columns in a table
• Create custom tables: standalone table, 1:1 extension table, 1:M extension table, intersection table

Siebel Business Services

• Describe a business service
• Describe the structure and role of property sets
• Use the business service simulator to test a business service

Building Siebel Workflow Processes

• List the types of workflow processes and workflow steps
• Create a new workflow process and configure business service, Siebel operation, and decision steps

Testing and Deploying Workflow Processes

• Test a Siebel workflow process using the simulator
• Deploy a Siebel workflow process

Executing Workflow Processes

• Describe the workflow execution architecture
• List several ways to invoke workflow
• Invoke a workflow process using a run-time event
• Invoke a workflow process using a custom control

Using Workflow Policies

• Create a workflow policy that invokes a workflow process in the Workflow Process Manager server component
• Enable the workflow policy using workflow server components

Siebel Task UI

• Describe the role and benefits of Siebel Task UI
• Invoke and complete a task

Task UI: Creating a Task

• Identify the major components of a task
• Configure a task
• Administer a task

Transient Business Components and Branching

• Describe the role of transient business components and task applets
• Configure branching logic in a task

Introducing Siebel Assignment Manager

• Explain the role of Siebel Assignment Manager
• List the elements used to create rules that assign business data

Creating Assignment Rules

• Create an assignment rule that assigns sales data to a sales team
• Create an assignment rule that assigns service data to a skilled employee
• Test assignment rules

Tailoring Assignment Manager Behavior

• Describe the steps in the assignment methodology
• Prioritize rules using exclusive rules and rule group sequencing
• Modify the behavior of an assignment object

Invoking Siebel Assignment Manager

• List the modes in which Assignment Manager can be invoked
• Invoke Assignment Manager in dynamic mode

State Models

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

Introducing Enterprise Integration Manager

• Describe the features of Enterprise Integration Manager (EIM)

Introducing Application Deployment Manager

• Describe the Application Deployment Manager (ADM) architecture
• Describe how deployment options are configured

Deploying Application Customizations

• Use the packager utility to bundle application customizations
• Deploy a package using the ADM command-line interface

Siebel Party Business Components

• Define a party business component
• Describe the role of S_PARTY and its extension tables in storing party business component data
• Describe how data is stored differently for non-party business components and party business components
• Describe how implicit and explicit joins are used with party business components