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Siebel Open UI 配置文档.pdf
Contents
1 What’s New in This Release
What’s New in Siebel Fundamentals for Siebel Open UI, Version 8.1
Additional Changes
2 Getting Started with the Siebel Application
Logging In to the Siebel Application
About the Demo Application
About the Home Page
About Access and Responsibilities in the Siebel Application
Using Browser Features
Exiting the Siebel Application
3 About the User Interface
About Elements of Siebel Application Window
About Keyboard Navigation
About the Branding Area
About the Application-Level Menu
About the Application Toolbar
About the Site Map
Using the Site Map
About Case Insensitive and Accent Insensitive Queries
About the Thread Bar
About Screens
About Home Pages for Screens
Related Topics
About Link Bars for Screens
About Explorer Views
About Charts
Saving Charts
About Views and Subviews
Related Topics
About Using the Visibility Filter in Lists
About View Tabs
Link Bars for Views
About Subviews
About Lists
About Vertical Scrolling in Lists
About Horizontal Scrolling in Lists
About Expanding and Collapsing Lists
About Forms
About Common Buttons in Lists and Forms
About Notifications
About the Notification Icon and Notification Panes
About Colors for Notifications
About the Saved Queries Field
About the Contact Us Link
4 About Records, Fields, and Field Controls
About Records
Related Topics
About Fields
Required Fields
Read-Only Fields
Maximum Number of Characters
About Text Fields
About Field Controls
Related Topics
About Check Boxes
About Option Buttons
About Drop-Down Lists
About Field Control Buttons
About the Currency Calculator
About the Calendar Control
5 Using Selection Dialog Boxes
Launching Selection Dialog Boxes
Associating Records Using a Single Selection Dialog Box
Associating Records with Existing Records in a Single Selection Dialog Box
Associating Records with New Records in a Single Selection Dialog Box
Associating Records Using a Multiple Selection Dialog Box
Associating Records with Existing Records in a Multiple Selection Dialog Box
Associating Records with New Records in a Multiple Selection Dialog Box
Querying for Records in a Selection Dialog Box
Finding Records in a Selection Dialog Box
6 Completing Common Record Tasks
Creating Records
Creating Records Using the New Button
Creating Records Using the Menu Button
Creating Records Using the Application-Level Menu
Related Topics
Using Quick Fill to Create Records
Creating Quick Fill Templates
Applying Quick Fill Templates to New Records
Using Quick Fill Templates to Create Records
Creating Records by Using the Last Quick Fill Template
Copying Records
Editing Records
Changing Multiple Records
Saving Records
Canceling Changes to Records
Deleting Records
Deleting Records Using the Delete Button
Deleting Records Using the Menu Button
Deleting Records Using the Application-Level Menu
Associating Records with Other Records
Related Topics
Printing Records
Using Field Hyperlinks in Records
Displaying Record Count
Finding Information About Records
About Accessing the About Record Dialog Box After a Merge
Identifying New Records
Flagging Records
Adding Notes to Records
Merging Duplicate Records
Attaching Files to Records
Attaching Files by Using the New File Button
Attaching Files by Using the Menu Button
Attaching Files by Dragging
Attaching URLs to Records
Attaching URLs by Using the New URL Button
Attaching URLs by Using the Menu Button
Organizing List Columns
Sorting List Columns
Sorting a Single Column
Performing Advanced Sort
Resizing List Columns
7 Using Query to Locate Information
About Queries
Predefined Queries
Case Insensitive and Accent Insensitive Queries
Creating Queries for Records
Finding Records in Lists
Refining Queries
Deleting Queries
Canceling Long-Running Queries
Using the Query Assistant
About Using Default Queries
About Querying a Telephone Number
Simple Query Operators
Compound Query Operators
Tips for Queries
Related Topics
8 Using Task UI
About Task User Interface
Using Task UI
Navigational Buttons for Task UI
9 Synchronizing Data
About Database Synchronization
Synchronization Process
About Synchronizing with a Personal Information Manager Server
10 Sharing Information
Using the Inbox
Generating Reports
Emailing, Faxing, Paging, and Wireless Messaging
Sending Email from the Siebel Application
Using the HTML Editor
Creating Siebel Bookmarks
Importing Data
Exporting Data
11 Using the Calendar
About the Calendar
About Calendar Formats
About Calendar Views
About Viewing Activities
About Activity Defaults
About Recurring Activity Defaults
About Activity Fields
About Using Group Calendars
Viewing Calendar Activities
Adding Activities to the Calendar
Entering Activities Directly in the Calendar
Deleting Calendar Activities
Creating Recurring Calendar Activities
Changing Recurring Activities to Nonrecurring Activities
Deleting Recurring Calendar Activities
Deleting One Instance of a Recurring Activity
Deleting Every Instance of a Recurring Activity
Adding To Do Activities to the To Do List
Marking To Do Activities Complete
Changing Activities
Changing Nonrecurring Activities
Changing Recurring Activities
Rescheduling Activities
Rescheduling Activities by Using Drag-and-Drop
Rescheduling Activities by Stretching Activity Borders
Reassigning Activities
Change the Time Zone in the Calendar
Granting Access to Your Calendar
Viewing Calendars of Other Users
12 Customizing Home Pages
About Home Page Controls
Editing the Layout Home Pages
13 Setting User Preferences
About User Preferences
Setting a Default Time Zone
Setting a Startup View
Setting Left-Hand Navigation
Setting the Color for User Interface Elements
Setting Outbound Communications Preferences for Send Email
Setting Up Default Queries
Viewing Saved Queries
Customizing Aspects of Notifications
Setting Up View Links for Screen Home Pages
Showing, Hiding, and Reordering Screen and View Tabs
Showing or Hiding Screen Tabs
Showing or Hiding View Tabs
Changing the Order of Screen Tabs
Changing the Order of View Tabs
Setting Up Default Views for Screens
Customizing Aspects of the Calendar
Changing the Length of the Calendar Day
Setting Up Default Calendar Activity Duration
Setting Up Default Calendar Formats
Setting Up Another User’s Calendar as Your Default Calendar
Maintaining Quick Fill Templates
Renaming Quick Fill Templates
Deactivating Quick Fill Templates
Reactivating Quick Fill Templates
Deleting Quick Fill Templates
Adding Quick Fill Template Options in an Applet Menu
Setting Pause Behavior for Task UI
About Setting Up Synchronization Preferences
About Availability Fields in the Profile View
14 Using Keyboard Shortcuts
Keyboard Shortcuts
Tables of Keyboard Shortcuts
Data Management Keyboard Shortcuts
Record Navigation Keyboard Shortcuts
Query Management Keyboard Shortcuts
General Navigation Keyboard Shortcuts
Layout Management Keyboard Shortcuts
Online Help Keyboard Shortcuts
Communication Management Keyboard Shortcuts
Application Management Keyboard Shortcuts
A Accessibility for Siebel Business Applications
About Section 508 Accessibility
About Web Content Accessibility Guidelines
About the Voluntary Product Accessibility Template
About Screen Readers
About Utilities for Visually Impaired Users
About Utilities for Physically Disabled Users
About Keyboard Navigation in Accessible Rich Internet Applications
Index
Siebel Fundamentals for
Siebel Open UI
Version 8.1
December 2012
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Contents
Siebel Fundamentals for Siebel Open UI 1
Chapter 1: What’s New in This Release
Chapter 2: Getting Started with the Siebel Application
Logging In to the Siebel Application 13
About Access and Responsibilities in the Siebel Application 15
Using Browser Features 15
Exiting the Siebel Application 16
Chapter 3: About the User Interface
About Elements of Siebel Application Window 18
About Keyboard Navigation 18
About the Branding Area 19
About the Application-Level Menu 19
About the Application Toolbar 19
About the Site Map 20
About Case Insensitive and Accent Insensitive Queries 21
About the Thread Bar 21
About Screens 21
About Home Pages for Screens 23
About Link Bars for Screens 24
About Explorer Views 24
About Charts 25
About Views and Subviews 27
About Using the Visibility Filter in Lists 27
About View Tabs 28
About Subviews 29
About Lists 29
About Vertical Scrolling in Lists 30
About Horizontal Scrolling in Lists 31
Siebel Fundamentals for Siebel Open UI Version 8.1
3
Contents ■
About Expanding and Collapsing Lists 31
About Forms 31
About Common Buttons in Lists and Forms 33
About Notifications 33
About the Notification Icon and Notification Panes 33
About Colors for Notifications 35
About the Saved Queries Field 35
About the Contact Us Link 36
Chapter 4: About Records, Fields, and Field Controls
About Records 37
About Fields 38
About Text Fields 38
About Field Controls 39
About Check Boxes 40
About Option Buttons 40
About Drop-Down Lists 40
About Field Control Buttons 41
About the Currency Calculator 41
About the Calendar Control 43
Chapter 5: Using Selection Dialog Boxes
Launching Selection Dialog Boxes 45
Associating Records Using a Single Selection Dialog Box 47
Associating Records Using a Multiple Selection Dialog Box 48
Querying for Records in a Selection Dialog Box 50
Finding Records in a Selection Dialog Box 50
Chapter 6: Completing Common Record Tasks
Creating Records 53
Using Quick Fill to Create Records 55
Copying Records 56
Editing Records 57
4
Siebel Fundamentals for Siebel Open UI Version 8.1
Contents ■
Changing Multiple Records 57
Saving Records 58
Canceling Changes to Records 58
Deleting Records 59
Associating Records with Other Records 60
Printing Records 60
Using Field Hyperlinks in Records 61
Displaying Record Count 61
Finding Information About Records 62
Identifying New Records 63
Flagging Records 63
Adding Notes to Records 64
Merging Duplicate Records 64
Attaching Files to Records 66
Attaching URLs to Records 67
Organizing List Columns 69
Sorting List Columns 70
Resizing List Columns 72
Chapter 7: Using Query to Locate Information
About Queries 73
Predefined Queries 73
Case Insensitive and Accent Insensitive Queries 74
Creating Queries for Records 74
Finding Records in Lists 75
Refining Queries 76
Deleting Queries 76
Canceling Long-Running Queries 77
Using the Query Assistant 77
About Using Default Queries 79
About Querying a Telephone Number 79
Simple Query Operators 80
Siebel Fundamentals for Siebel Open UI Version 8.1
5
Contents ■
Compound Query Operators 82
Tips for Queries 82
Chapter 8: Using Task UI
About Task User Interface 85
Using Task UI 85
Navigational Buttons for Task UI 86
Chapter 9: Synchronizing Data
About Database Synchronization 87
Synchronization Process 88
About Synchronizing with a Personal Information Manager Server 88
Chapter 10: Sharing Information
Using the Inbox 89
Generating Reports 89
Emailing, Faxing, Paging, and Wireless Messaging 90
Creating Siebel Bookmarks 93
Importing Data 94
Exporting Data 95
Chapter 11: Using the Calendar
About the Calendar 98
About Calendar Formats 99
About Calendar Views 100
About Viewing Activities 100
About Activity Defaults 101
About Recurring Activity Defaults 102
About Activity Fields 102
About Using Group Calendars 102
Viewing Calendar Activities 102
Adding Activities to the Calendar 103
Deleting Calendar Activities 104
6
Siebel Fundamentals for Siebel Open UI Version 8.1
Contents ■
Creating Recurring Calendar Activities 104
Deleting Recurring Calendar Activities 105
Adding To Do Activities to the To Do List 106
Marking To Do Activities Complete 107
Changing Activities 107
Rescheduling Activities 108
Reassigning Activities 109
Change the Time Zone in the Calendar 110
Granting Access to Your Calendar 110
Viewing Calendars of Other Users 111
Chapter 12: Customizing Home Pages
About Home Page Controls 113
Editing the Layout Home Pages 113
Chapter 13: Setting User Preferences
About User Preferences 115
Setting a Default Time Zone 116
Setting a Startup View 116
Setting Left-Hand Navigation 117
Setting the Color for User Interface Elements 117
Setting Outbound Communications Preferences for Send Email 118
Setting Up Default Queries 120
Viewing Saved Queries 121
Customizing Aspects of Notifications 121
Setting Up View Links for Screen Home Pages 122
Showing, Hiding, and Reordering Screen and View Tabs 123
Customizing Aspects of the Calendar 126
Changing the Length of the Calendar Day 126
Setting Up Default Calendar Activity Duration 126
Setting Up Default Calendar Formats 127
Setting Up Another User’s Calendar as Your Default Calendar 127
Maintaining Quick Fill Templates 128
Siebel Fundamentals for Siebel Open UI Version 8.1
7
Contents ■
Setting Pause Behavior for Task UI 130
About Setting Up Synchronization Preferences 131
About Availability Fields in the Profile View 131
Chapter 14: Using Keyboard Shortcuts
Keyboard Shortcuts 133
Tables of Keyboard Shortcuts 133
Appendix A: Accessibility for Siebel Business Applications
About Section 508 Accessibility 139
About Web Content Accessibility Guidelines 140
About the Voluntary Product Accessibility Template 140
About Screen Readers 140
About Utilities for Visually Impaired Users 141
About Utilities for Physically Disabled Users 141
About Keyboard Navigation in Accessible Rich Internet Applications 141
Index
8
Siebel Fundamentals for Siebel Open UI Version 8.1
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