How to create MVG in Siebel?

How to create Shuttle Applet in Siebel?

A multi-value group (MVG) is set of detail (child) records associated with a parent
Record.
– Parent applet displays only one of the child records
– Multi-value group applet opens on demand to display all child records

1. Create Link –
Step 1: Create New Record in Link Object in Siebel Tools
Step 2: Give the Name to link object format should be like Source BC/Destination BC
e.g. Opportunity / Position
2. Give the Parent Buscomp Name, Child Buscomp Name, Source Field, Destination
Field.
3. If it is M:M Link then Give the Inter table Name. Provide Inter Parent Column
Name, Inter Child Column Name.
4. Mention Primary ID Field. As Best Practice, we should be mentioning Primary ID
Field

e.g. Link Opportunity/Position

Parent BC – Opportunity
Child BC – Position
Source Field – Row Id
Destination Field – Id
Inter Table – S_OPTY_POSTN
Inter Parent Column – OPTY_ID
Inter Child Column – POSITION_ID

2. Specify the multi-value link in the parent business component

Go to Business Component  Multi Value Link.

Create New.
Give the Name of Multi Value Link.
Destination Business Component
Destination Link –we created in earlier step.
Auto Primary – First Record Become Primary (Default, None, Selected)
Primary ID Field – Specifies the name of the field in the master business component that
holds the ROW ID values pointing to primary record of the detail business component.
Use Primary Join – (TRUE/FALSE). Executes a primary join using primary Id Field
property value to retrieve primary Child’s Data. The user must type EXISTS in queries to
retrieve non primary data.

e.g. Name - Postion

Primary ID Field – Primary Position ID maps to PR_POSTN_ID
Destination Bus comp – Position
Destination Link – Opportunity/Position

3. Add multi-value fields to the parent business component

Create a Multi-Value Field object definition for each field in the child business component
to be added to parent business component
– Uses the multi-value link
Give Name to the Multi Value Field
Check Flag – Multivalued
Select the Multivalue Link to use
Give the Destination Field Name from the Child Buscomp.
 e.g. Opportunity team
Multivalued True
Multivalued Link - Postion
Destination Field – PB Employee Name

3. Identify an existing MVG applet (or create a new one) to display the child
records
Click New Give the Applet Name
Specify BC to use.
Type as MVG
Title String Override – Name to be displayed for MVG
Mention all List Columns (Applet  List  List Column) give Field and Display Name,
Show in List and Run Time True --- if there is a picklist, calculator, calendar or MVG pop-
up window associate.

For M:M MVG

Create object definitions required for 1:M MVGs
• Specify an associate applet for the MVG applet
Design the Associate Applet in similar manner as MVG Applet give the Type as
Association List.
– Allows users to select other child records to add to the MVG

4. Enable user to invoke the MVG applet

• Identify the list column or control that references the multi-value field
• Set the MVG Applet property to the corresponding MVG applet
• Set Runtime property to TRUE

5. Enable primaries to improve performance

When primaries are used on MVFs, one query returns the data for all records in the list
applet – No additional queries required
Best Practices \ Performance consideration while Configuring

1 Use primaries for multi-value groups in list applets

1 Ensure that indexes exist to support sort and search specifications Indexes
cannot span multiple tables
2 Avoid sorting on un-indexed columns
3 Avoid calculated fields that are not supported by the RDBMS
4 Avoid displaying totaled columns in list applets unless number of records
will always be small All records must be retrieved whenever entering a view
Use primaries for multi-value fields in form applets
1 • Keep the number of business components used in a view small Includes
those in applet toggle cycles
2 • Avoid creating and using a large number of joins in business components
Includes implicit ones to extension tables and primaries to MVFs
3 • Avoid retrieving a large number of fields
4 • Avoid specifying outer joins when the relationship is mandatory
5 • Avoid unnecessarily setting Force Active and Link Specification to TRUE
0 Set the Upgrade Ancestor property when copying a business
componentProperty must be set explicitly by developer
1 • Ensures that the copied business component is upgraded in the same
way as the original business component

1 Performance Tuning
– Test the configured application against realistic and representative volumes of
server and local data
– For slow performing views, spool the SQL and run it using database vendor tools
to inspect query plan and index usage
– Execute typical user sort by and query by processing
Authentication and Access Control --

. Authentication: Determines and validates the user’s identity

1 Is controlled inside or outside of the Siebel application
2 • Access Control: Determines the resources available to an authenticated user
3 Is controlled within the Siebel application by positions, responsibilities,
organizations, user ID, and access groups

1 Two Types of Authentication

2 Internal authentication: Verifies against the relational database (RDBMS) and
Siebel application Also known as database authentication
3 External authentication: Uses an external file (or directory) and security adapter
to authenticate users

0 Internal : User authentication steps Joe enters credentials (login and password)
in Siebel Call Center login form
1 Joe’s login and password are verified in RDBMS
2 Joe’s position and responsibility are determined in the Siebel application
3 Joe starts using Siebel Call Center
4 If Joe’s credentials are not validated in the RDBMS and Siebel application, he
receives an error message at login
External :
5 Standard Siebel software provides prebuilt security adapters for LDAP and ADSI
Lightweight Directory Access Protocol (LDAP) is an open network protocol LDAP security
adapter allows Siebel applications to access standard LDAP directories
6 Active Directory Service (ADSI)ADSI security adapter allows Siebel applications to
access Microsoft Active Directory

Scenario: Mary is a new customer and needs access to Siebel eService

7 • Administration stepsEnable eService to communicate with external directory by
updating parameters in eservice.cfg and eapps.cfgRestart Siebel Server to activate
changes in eservice.cfg
8 Restart Siebel Server and Web Server to activate changes in eapps.cfg
9 Update system preferences
10 Activate user registration workflows
Assignment Manager? Creation and Usage

 Allows companies to automatically assign business data to the most

appropriate positions, people, and organizations

Business Challenges

 Need to distribute work across the organization

 Leads are manually and ineffectively routed to sales reps
 Wrong people are working on the wrong problems
 Manual load balancing of work
 Customers do not promptly receive sales or customer service follow-up
 Employee skill sets and territories change regularly

Examples of Assignment Manager

Assign Opportunities by Sales Territory

Assign Service Requests to Skilled Agents
Assign Service Requests Using Workload