Embedding External Web Content in a Siebel View

 

<Do not delete this text because it is a placeholder for the generated list of "main" topics when run in a browser>

Purpose

This tutorial covers how to embed external web content into a Siebel view using symbolic URLs.

Time to Complete

Approximately 30 minutes

Overview

Siebel applications can be configured to embed external web content into a Siebel view. The web content may be independent of any Siebel records and is typically displayed in an aggregate view in an appropriate screen (example: a view that displays current headlines). Alternatively the content may be specific to a selected Siebel record and is typically displayed in a detailed view (example: financial news reports associated with an account). In both cases Siebel users are able to navigate among the linked web pages within the Siebel view as if they were accessing the web content directly from a browser.

In this tutorial you create an aggregate view that embeds external web content.

You perform the following tasks to embed external web content into a Siebel view:

Software Requirements

The following is a list of software requirements:

Prerequisites

Before starting this tutorial, you should:

.

Be able to log into SIebel Tools as a developer

.

Be able to navigate in Siebel Tools, perform simple editing tasks, and compile edited objects to a Siebel repository file

.

Be able to log into the Siebel Call Center mobile or developer web client as an administrator

Configuring the Business Component

To configure the business component to reference a symbolic URL , perform the following steps:

.

Log into Siebel Tools as a Siebel administrator and connect to the Sample database.

.

Create a new project. You will assign the new UI object definitions you create to this project.

a. In Siebel Tools, select Project in the Object Explorer.

b. Create a new record and set Name = SymURL Demo.

c. Click the Locked property and observe that the project is now locked.

d. Save the record.

.

Configure the business component field. You will use the Solution BC for this demo.

a. Select Business Component :: Solution | Single Value Field.
This notation directs you to select Business Component in the object explorer, and then select the Solution object in the list editor. Next expand Business component and select the Single Value Field child object type.

b. Select Tools > Lock Project.

c. Create a single value field and set:

Name

Demo_Training

Calculated

True

Calculated Value

"Demo_URL"     (make sure you include the quotation marks)

Type

DTYPE_TEXT

d. Save the record.

Creating the UI objects


You will use the list applet and view wizards in Siebel Tools to create the new applet and view. You will need to make two edits to the list applet created by the wizard in order to use it to display web content.

Creating the applet to display the embedded web page


.

In Siebel Tools, select File > New Object > Applets.

.

Click List Applet.

.

Click OK.

.

In the general screen of the list applet wizard:

a. Enter:

Project

SymURL Demo

Name

Demo Solution Applet

Display Title

Training

Business Component

Solution

Upgrade Behavior

Admin

b. Click Next.

.

In the Web Layout - General screen of the list applet wizard.

a. Below the upper left box, check Show All Templates.

b. In the upper box, select "ePortal URL Applet" and move it to the Base read-only mode field.

c. Click Next

.

In the Web Layout - Fields screen of the list applet wizard,:

a. In the Available field box, select " Demo_Training " and move it to the Selected Fields box.

b. Click Next.

.

In the following Web Layout - Fields screen of the list applet wizard.

a. In the Selected Controls box, select all the controls and move them to the Available Controls box.

b. Click Next.

.

In the following Finish screen of the list applet wizard,:

a. Review the configuration values.

b. Click Finish.

.

Close the Applet Web layout editor that appears by default.

Modifying the list applet


.

If necessary, select Applet :: Demo Solution Applet.

.

Set Class = CSSFrameListWeb.

.

Select Applet :: Demo Solution Applet | List :: List | List Column :: Demo_Training.

.

Set:

Field Retrieval Type

Symbolic URL

HTML Display Mode

DontEncodeData
 

Creating the view to display the embedded web page


.

Select File > New Object > View.

.

Click OK.

.

In the New View screen of the View wizard:

a. Enter:

Project

SymURL Demo

Name

Demo Solution View

Display Title

Training

Business Object

Solution

Upgrade behavior

Admin

b. Click Next.

.

In the View Web Layout - Select Template screen:

a. Select View Basic.

b. Click Next.

.

In the Web Layout - Applets screen:

a .In the Available Applets box, select " Demo Solution Applet " and move it to the Selected Applets box.

b. Click Next.

.

In the Finish screen:

a. Review the configuration values.

b. Click Next.

.

Close the View Web layout editor that appears by default.

Adding the view to the Solutions screen


.

Select Screen :: Solution Screen | Screen View.

.

Create a Screen View record and set:

View

Demo Solution View

Type

Aggregate View

Sequence

3

Viewbar Text -String Override

Training

Menu Text -String Override

Training

.

Save the new record.

Compiling the new and modified objects

.

Select Tools > Compile Projects.

.

Select the Locked Projects radio button.

.

Set the targetSiebel repository file to path name for the srf file for your client. The file path typically is ......\Client\OBJECTS\ENU\siebel_sia.srf in your Siebel installation directory.

.

Click Compile and then wait until the compile completes.

Administering the new view in the Siebel client

To administer a new view in the Siebel client, you first create a View record in the client, and then add that view to a Siebel responsibility. In this demo you create a new responsibility for the new view.

Adding the new view to the client


.

In Siebel Tools, select View :: Demo Solution View.
In the list editor select Demo Solution View and select Edit > Copy to copy the name.

.

Start the Siebel Call Center Mobile Web Client and log in as a Siebel Adminstrator and connect to the Sample database.

Note:You start the Siebel Mobile Web client from the Start menu.. Do not use the Siebel web client for this demo.

.

In Siebel Call Center, navigate to Administration - Application > Views.

.

Create a new view and set View Name = Demo Solution View by pasting the name into the field. This makes sure that the view name in the client exactly matches the view name in the repository.

Assigning the new view to a responsibility


.

Navigate to Administration - Application > Responsibilities.

.

Create a responsibility and set Name = Demo Portal.

.

In the Views applet in the lower left, click Add.

.

Select Demo Solution View in the Add Views popup applet and click OK.

.

In the Users applet in the lower right, click Add.

.

Select the Siebel Adminstrator user you logged in as and click OK.

Administering the symbolic URL

In this task you associate the real target URL with the symbolic reference you configured in the business component field. In addition you specify how the Siebel application creates the URL at run time and how the web content that is returned is to be handled within the Siebel view. Once you have adminsitered the symbolic URL you then start and restart the Siebel client to update the symbolic URLs in run-time memory.

.

Navigate to Administration - Integration > WI Symbolic URL List > Symbolic URL Administration.

.

Create a new Symbolic URL record and set:

Name

Demo_SRSP_Demo
(Symbolic URLs for the dedicated or mobile web client must end with _Demo)

URL

http://google.com
(this is the url you used at the beginning of the practice to access the SRSP web pages)

SSO Disposition

iFrame
(this indicates that the external content is to be displayed in a separate internal frame)

Fixup Name

InsideApplet

.

In the Symbolic URL Arguments applet create and set:

Name

iFrame

Required Argument

True

Argument Type

Command

Argument Value

iframe height = "800" width = "100%"

.

Refresh the responsibilities and symbolic URLs.

a. Log out of Siebel Call Center.

b. Start the Siebel Call Center Mobile Web Client and log in as a Siebel Adminstrator and connect to the Sample database.

Testing the symbolic URL

.

Use the Site map to navigate to Solutions > Reference.

Observe that the landing page for the google web site appears in the Siebel view.

.

Enter Siebel in the search box and click Google Search.

Observe that a set of search results are displayed in the Siebel view. This demonstrates that the embedded web content is being updated in the Siebel view.

Modifying a symbolic URL (optional)

The architecture of symbolic URLs allows for easy modification of a symbolic URL when the location of the content you need to embed in the Siebel view has changed.

You have been directed to embed content from the Siebel Bookshelf in the Solutions reference view. This content is located at http://download.oracle.com/docs/cd/E14004_01/homepage.htm

To do this, perform the following steps.

.

Navigate to Administration - Integration > WI Symbolic URL List > Symbolic URL Administration.

.

In the upper applet, query for View Name = Demo _URL_Demo.

.

Set URL = http://download.oracle.com/docs/cd/E14004_01/homepage.htm.

Leave the arguments in the Symbolic URL Arguments applet as is.

.

Log out of Siebel Call Center and then log back in to refresh the symbolic URLs.

.

Navigate to Solutions > Reference.

Observe that the Siebel view now embeds the web version of the Siebel 8.1 Bookshelf

.

Navigate in the bookshelf.

a. Click the Business Applicatios link.

b. Click the Application Development link

c. Click the Portal Framework Guide link.

d. Scroll down to the Integrating External Content chapter and examine the topics. Feel free to click any topic to learn more about it.

e. When you are finished, scroll to the top and click Bookshelf Home.

This again demonstrates how you can navigate within a set of web pages that have been embedded in a Siebel view.

Summary

In this tutorial, you have learned how to:

Resources

 

Hardware and Software Engineered to Work Together Copyright © 2011, Oracle and/or its affiliates. All rights reserved