Configuring Siebel 8 for Use with Context-Sensitive Help

Context-Sensitive Help allows you to provide end users with quick and convenient access to help via an online performance support system. End users request help from the Server via a direct link in Siebel 8.

Obtaining the Siebel Custom Menu eScripts

Download the Siebel Custom Menu eScripts from the Intelligence Hub. The following scripts were authored by ANCILE for use only by customers and partners. These scripts contain JavaScript code that redirects Siebel's existing Help link to a help page created with the application.

1. uPerform_Service_PreCanInvokeMethod_Server.txt
2. uPerform_ServicePreInvokeMethod_Browser.txt

Creating a Custom Menu In Siebel 8

1. Create a new project to contain changes needed to add a Context-Sensitive Help link from Siebel 8 to the Server.

   NOTE:

   Be sure to include a name and description for the project.

2. Check out the Context-Sensitive Help project.
3. Check out the menu used in the target application.
4. Create a new symbolic string for the menu item using the following values:

   NOTE:

   A symbolic string must be created for each locale.

   Field	Description
   Name	Enter a name for the symbolic string.
   Current String Value	Enter the string value.
   Project	Enter the project name created in Step 1.
   Definition	Enter a definition.
   Comment	Enter any amplifying information about the string.

5. Save the string.
6. Create a new business service using the following values:

   Field	Description
   Name	Enter a name for the service.
   Project	Enter the project name created in Step 1.
   Class	Enter CSSService.
   Comment	Enter any amplifying information about the service.

7. Save the service.
8. Create a new Business Service Method called calluPerform.
9. Right-click on the business service you created in Step 6.
10. Select Edit Server Scripts.
11. Select eScript.
12. Paste the provided script into the Service_PreCanInvokeMethod method.
13. Save the server script.
14. Right-click on the business service you created in Step 6.
15. Select Edit Browser Scripts.
16. Select eScript.
17. Paste the code from the provided uPerform_Service_PreInvokeMethod_Browser.txt script into the Server_PreInvoke Method.
18. In the code pasted into the Server_PreInvoke Method, replace [URL from connection profile] with the URL generated when you specified a connection to the Server as described in Managing Connection Profiles to the Server.
19. Save the browser script.
20. Using Siebel Tools, create a new command using the following values:

    Field	Description
    Name	Enter a name for the command.
    Project	Enter the project name you created in Step 1.
    Business Service	Enter the business service you created in Step 6.
    Display Name	Enter a display name for the command.
    Method	Enter callUperform.

21. Save the command.
22. Create a new menu item for the menu project using the following values:

    Field	Description
    Name	Enter a name for the menu item.
    Caption	Enter the string reference created in Step 4.
    Command	Enter the command created in Step 20.
    Position	Select the appropriate position.

23. Save the menu project.
24. Compile, test, and migrate the changes to the production environment.

Continue to the next article Creating A Template.