How to setup a Communication Profile for sending email from Siebel

1. Navigate to “Administration – Communications -> Communication Profiles & Drivers” view.
2. Query for “Internet SMTP/POP3 Server” under Communications Drivers applet.
3. Create a new Profile. Lets say “Test Email Profile”.
4. Under Profile Parameter Overrides applet, add the following parameters :
   ==> From Address : Any Email Address (Generally it should be Siebel Email boxId )

==>SMTP Account Name: Put give account name.

==>SMTP Account Password: Put given Password.
==> SMTP Server : Name of the SMTP Server which will send the email.
==> SMTP Server Port : 25

5. Click on “Menu” button on “Profiles” applet and click on “Submit Profile Changes”.
6. Uptill this point you are ready to use this communication profile but before this need to check whether Server Component, responsible for executing the email request are running properly or not. So continue with the next step.
7. Navigate to “Administration-Server Configuration -> Enterprises -> Component Groups” and query for “Communications Management” under component groups applet and then query for “Communications Outbound Manager” component under “Components” applet. This is the component which is responsible for sending outgoing emails from Siebel.
8. Check if “Enabled on Server” flag is checked under “Component Group Assignments” applet. If not click on “Enable” button.
9. Navigate to “Administration-Server Configuration -> Enterprises -> Component Definitions” and query for “Communications Outbound Manager”.
10. Set the following two parameters to “Test Email Profile” (Communication profile created in Step# 3)
    ==> Comm Profile Override == Test Email Profile
    ==> Communication Profile  == Test Email Profile
11. Click on “Synchronize” button.
12. Now restart the Siebel server.
13. Navigate to Tools -> User Preferences -> Outbound Communications view and select “Siebel Email Client” in Email Client. Click on Save.

And you are done with the profile creation and hopefully it should work fine. Lets test it out.

Navigate to Service Request Screen -> My Service Requests view, Click F9 and system will give you the Popup form to send an email. Put your email address in “To” section and fill in the subject and body as per your wish and send it.

Check your Inbox, you will see the email in few minutes. Also drilldown on SR# field and navigate to “Activities” view, you will an activity of type “Email – Outbound” and the contents of the email in Comments field. This is Siebel OOB functionality of creating activity under Service Request whenever you send an email from Service Request record.

Troubleshooting :

Let me tell you about the error which is most likely to occur while sending emails from Siebel once you have setup a new Communication Profile. What happens is you followed above steps and still not received any email. Go to “Administration-Management” Drilldown on Component “Communications Oubound Manager” and check the log. You may see the error : “Client does not have permission to submit mail to this server“.
This error most likely occur when there exist a firewall between your Siebel server and SMTP server, so what happens is Siebel Server is not able to create any email request on the SMTP server. Just talk to your network administrator and get the name of SMTP server without any firewall. It will work.

How to export data from Siebel into excel and convert into PDF

How to export data from Siebel into excel and convert into PDF

1. Create a business service and use the following script….

var ExcelApp =COMCreateObject(“Excel.Application”); //Creating a new Excel Application

ExcelApp.visible =1;

ExcelApp.ActiveSheet.Cells (4, 1).Value = “NAME: “;//Inserting value into excel…

var wdFormatPdf = 57;

ExcelApp.ActiveWorkbook.SaveAs(“Name of the document”, wdFormatPdf);//saving as PDF

ExcelApp.ActiveWorkbook.Close(); //closes the current excel doc

NOTE: You can also insert records from Siebel application to excel using GetFieldValue () method.

How to add views into application and responsibility to it?

1. Open your application
2. Goto Site Map->Administration Application ->Views
3. Add views into application
4. 
5. Goto Responsibilities
6. 
7. Query your responsibility
8. Add view under Responsibility
9. 
10. Now the responsibility is added to your view.

How to create responsibility in siebel?

1.  Open your application
2. Goto Site Map->Administration Application ->Responsibility
3. 
4. For Adding Responsibility, We have to clone the existing Siebel administrator and Rename it to our  custom Responsibility.
5. 
6. 
7. 
8. Name your Responsibility
9. Now you have created a new Admin responsibility

Invoking a Workflow using Repeating Component Request (RCR) in Siebel

Invoking a Workflow using Repeating Component Request (RCR) in Siebel

RCR is used whenever a periodic repetition of tasks is required.

For example : A daily reminder about pending activities

NB : RCR can only be tested using server

 

Step 1: Create a Workflow that carries out  the task to be performed

eg: Workflow to count number of pending activities and display the same

Step 2: Publish and activate the workflow

Step 3: Navigate to Administration-Server Management > Jobs

Create a new Record in jobs list with the following details

Component/Job : Workflow Process Manager

Scheduled Start : <Required date and Time>

Repeating : Checked

Repeat Unit : <Unit of periodicity>

Repeat interval : <Frequency of repetition>

 

Add a new Record in Job Parameters as

Name : Workflow Process Name

Value : <Name of the workflow>

Step 4 : Submit the Job

RCR is now successfully configured

HOW TO MAKE A DRILLDOWN FROM A BUTTON CLICK

1. Create a drilldown object with Hyperlink field “Id” in the applet that you wish to perform the action.

2. Create a button in the same applet of Type “Minibutton”, Method Invoked “Drilldown”, Field “Id”

Your Drilldown is ready………..

 

 

 

 

Adding FAQ and literature documents for Siebel Helpdesk

Steps involved in adding data to Helpdesk in Siebel

1. Add the literature document to Administration-Resolution Documents

Navigate to Site Map > Administration-Resolution Documents > Resolution documents

and Create new record by selecting the required literature document

 

 

 

2. Add Solution

Navigate to Site Map > Administration-Solutions > Solutions

            and Create a new record in Solutions list

 

3. Drill down on Solution name column and add resolution document in the detail view below by selecting from the list

3. Create an category under ERM catalog under which the FAQ must be added

Navigate to Site Map > Administration-Catalog > Catalogs

            Query for ERM Catalog in Catalogs list and Drill down on Name

NB : To display FAQs in the General FAQs list in Siebel HelpDesk, the FAQs must be categorized in the catalog called ERM Catalog. To display FAQs in the Top FAQs list in Siebel HelpDesk, the FAQs must be categorized in the catalog called ERM Top Solutions and the category called ERM Top Solutions.

Add a new record in Categories List

 

 

 

 

 

 

4. Add solutions to the category in the solutions Detail View

 

5. Now navigate to Site Map > HelpDesk > Browse the Knowledge Base

 

 

Now the literature document is successfully added to the siebel HelpDesk