EFI Siebel System OEM User Manual
Contents
1. field the remaining characters will be stored as an activity with the activity Type Contd Short Desc e Contd Steps to Reproduce See explanation above in Contd Short Desc e Email Outbound When an email is manually sent or automatically sent by the Workflow manager an activity of Email Outbound will be automatically created e OEM Note Activities where OEM users enter their comments and notes and also where EFI users use to communicate with OEM e Status Change Audit trail information An Status Change activity is automatically populated when status changes Page 19 EFI Siebel System OEM Manual j If it is necessary to add attachments to the Product Defect click on the to the OEM Attachments view 2 Test EFI Siebel System Product Defect Attachments File Edit View Screens Go Query Reports Help SIEBEL SPX eer wn OO BB EER EN Queries v History i gt Threads Defect OEM Defects NE lt a DEM BIS ANGERS New Delete Copy Cancel Defect 1 051 Reported By OEMUSER1 OEM Id abc123 eee Project Bishop I Channel External OEM1 Steps to Reproduce My Group s Defects re Problem Area 3rd Party App Reported 11 29 99 11 2 DEM Attachments Sub Area Defect Type Defect M OEM Solutions Client OS gf Version Build Language Status Date 11 29 99 11 241 Staus Open M Short Desc This is a test of OEM Visibility2. drive to your local C drive to allow you to save files locally e The application attempts to map a server printer your local default printer to allow you to print reports to your local printer This is currently not thoroughly tested and may not function What is clear is that your local default printer driver must be available on the server To make certain send an email with the attached driver files to HelpDesk efi com e Cut and paste is available between your local PC and the Siebel application 1 3 How to Connect e Launch web browser e Go to https portal efi com defect e Follow instructions from the web page 1 4 Login screen Prod EFI Siebel System Ed Type your name and password to logon User name Fassword Connect to Production cence The EFI Siebel system login screen will appear Enter your login Page 3 EFI Siebel System OEM Manual Enter your password Click OK The EFI Siebel System application opens EEE Xx rw Pps Bares A D au History lt gt Threads DEM Defects 1 5 Changing Primary Position NOTE Use this option ONLY if you belong to multiple positions e Select Edit gt Change Position from the Menu Bar Change Position Pick Current Position OEM User Page 4 EFI Siebel System OEM Manual Basic System Navigation 2 1 Menu Bar Like all other GUI applications the Siebel user interface shows a menu bar at the t
3. user can enter Print as criteria Single literal values For checkbox a check mark represents TRUE Operator in the Operator table below can be used For example in the Status field users can enter Open or For OEM Verify into the STATUS field to find all the Open or For OEM Verify defects Page 11 EFI Siebel System OEM Manual Operators Table Operator Description per eee ce TETTE e Greater than or RE CN to a ci number of characters including none may take the place of the asterisk EC one character matches the question mark a NOT NULL aoo o o a for non blank fields IS NULL Searches for blank fields LIKE for values start Searching with the indicated string NOT LIKE Searches for values not starting with the indicated string Searches for strings that contain special characters such as a comma Searches for values in a multi value group e Press ENTER OR select Query gt Execute Query OR click the right magnifying glass from the menu bar to run the query 3 3 Refining a Query e You can refine predefined public Queries or user defined queries e To Refine a Query select the Query and add additional criteria e Then save that Refined Query as another name 3 5 Saving a Query e To save a Query select Query gt Save Query As or Ctrl S e Enter the name of the Query in the dialog box and say OK e You can see your Query in Queries list box on rig
4. M OEM Id abc123 Project Bishop E Channel External OEM1 Steps to Reproduce Problem Area 3rd Party App F Reported 11 29 99 11 U Sub Area IM Defect Type Defect M Client os Si Version Build Language Status Date 11 29 99 11 24 Status Open MJ sl Short Desc This is a test of OEM Visibility bjc 11 29 99 Severity 1 Crash or c F Priority 0 OEM Fi Reproducible El OEM Product Defects My Group s Defects OEM Activities OEM Attachments OEM Solutions a Defect OEM Id Project Defect Type Problem Area z gt 1 05 abc123 External OEM1 Bishop Defect 3rd Party App 1 089 abc123 External OEM1 Bison 9 4 Defect Core System 1 OP5 1234 External OEM1 BASIN Defect Driver 414 n gt Page 23 EFI Siebel System OEM Manual d The report will appear in the Siebel report viewer Siebel H opri Y wll SID al io aT e You can save a formatted report in a ROI report instance file Certain reports may also be saved as HTML files 6 Support For problems and questions please contact your EFI contact Page 24
5. NOT CHECK the Link to file checkbox Select File E cl access den comdbsb sql Pa dbc 5 aspect ini cesiebel chg ctcenu det SE dbei aspect reg a cf 2042 di 5 ctconnect ini dbe aspect trg comdb 33 sql A ctconnect reg dbl 4 aspectb reg comdbs4 sq ctconnect trg Se dblo aspectE trg a comdb35 sql ON db2udb den dbtle ial Files of type al Files Cancel UAL Link to file k Sending Email or Fax or Page from the application is NOT AVAILABLE Please DO NOT USE File menu gt Send E Mail or Send Fax or Send Page 4 2 Defect Verification by OEM QA OEM QA verifies the defects that are assigned back to them by EFI QA a From My Defect view the OEM users can query on the defects that are Open or For OEM Verify defects that is assigned to you or use the predefined My Pending Defects query b Ifthe defect is verified change the Status field to Closed Page 21 EFI Siebel System OEM Manual 4 3 Defect Solutions OEM user can see Defect solutions for a defect if available by selecting OEM Solution view Test EFI Siebel System Product Defect Solution Search i EEN eee Se ee ee eS SL EB x cr sn lo 04 2 RB ana ESA Dan Queries History li gt Threads Defect OEM Defects n SE VA My Defects New Delete Copy Cancel Defect 1 051 Reportedey oEmuseri M OEM Id abc123 Project Bisho
6. Defects OEMs users can submit defect against a product project using the My Defects and My Group s Defects views ss Test EFI Siebel System All Product Defects BSP ene ea OR n _ _ F i Mc ERREX N 4 ND Og RB Besen Der Queries z Histon lt 4 gt Threads Defect OEM Defects MR ETS 3 My Defects New Delete Copy Cancel Defect 051 ReportedBy oemuser El OEM Id abc123 Project Bishop E Channel External OEM1 Steps to Reproduce Problem Area 3rd Party app Reported 11 29 99 11 E Sub Area E Defect Type Defect M Client os E version uild Language E Status Date 11 29 99 11 24 Staus Open MJ Short Desc This is a test of OEM Visibility bjc 11 29 99 Severity 1 Crash or C E Priority O0 OEM Fi E Reproducible OEM Product Defects Di Defect OEM Id Channel Project Defect Type Problem ares gt 1 05I abc123 External OEM1 Bishop 777 Defect 3rd Party App 1 089 abc123 External OEM1 BIEN Defect Core System 1 QP5 1234 External OEM1 BASIN Defect Driver My Group s Defects OEM Activities OEM Attachments OEM Solutions O gt items TSN To access the Defect views users can select the OEM Defect screen tab or select Screen from the menu bar then select OEM Defects then select the different views Using the Defect views from the OEM Defect screen tab users do the
7. EFI Siebel System OEM User Manual efi essential to print November 1999 CONTENTS Page 1 Introduction to Siebel 3 1 1 System Requirement 1 2 Special System Functionality 1 3 How to connect 1 4 Login Screen 1 5 Changing Primary Position 2 Basic system Navigation 5 2 1 Menu bar 2 2 Tool bar 2 3 Tab bar 2 4 View bar 2 5 Message bar and Status bar 2 6 Customizing user options 2 7 Unavailable functions 3 VU can 10 4 Product Defects 4 1 How to create a New Product Defect 15 Create OEM AUDI ssaa 18 Create DEM Attachmens asili essaie 20 4 2 Defect verification by OEM QA 0 cece cece cece cece ene e ene e ee eees 22 45 DEIECESOHUHIORS ER een 22 S REDOTINP a ae ee 23 po SUD DORE era 24 EFI Siebel System OEM Manual Page 2 EFI Siebel System OEM Manual 1 Introduction to Siebel 1 1 System Requirements e Windows 95 98 NT e Microsoft IE 4 or Netscape Navigator Communicator 4 with 40bit encryption minimum e Internet connection with bandwidth of no less than 56KB e Minimum resolution of 800x600 1024x768 preferred 1 2 Special System Functionality e The application is delivered using MS TSE amp Citrix Metaframe which is a host based application with the display rendered back to your local PC e The application automatically maps the server C
8. ations to add new information or retrieve existing information you re working with records You can add insert copy and delete a record using tool bar icons Er Er e b Moving from Record to Record When you re looking at a list of records the row pointer gt shows which record is active the one you intend to act on For example when you choose the Copy Record command it s the active record that will be copied If you want to move to the next record in the list you can also use the Next Record button on the toolbar or use the DOWN ARROW key on your keyboard MA sk c Searching for Information Using the FIND Command Moving from record to record is easy however if you have hundreds of records looking at every single one can be a time consuming way to find exactly what you re looking for A faster way to find information 1s through the Find command NOTE Your Find dialog box may have different items in the two columns depending on which application you re using LI d Searching for Information Using Query by Example Another way to find information 1s through queries or query by example In a query by example sometimes called QBE you provide what you already know to find out what you don t Performing a query by example is a two step process e Entering the query starting the query and specifying your search criteria 2 e Executing the query telling the application to find all records that match y
9. bjc 11 29 99 Severity 1 Crash or C Priority 0 OEM Fi OEM Fi M El Reproducible E OEM Attachments Name File Extension File Size Created By Created ast Updated By Last Updated 350 OEMUSER1 11 29 99 11 48 35 AM OEMUSER 1 11 29 99 11 48 New Record Delete Record Copy Record Undo Record Columns Displayed Sort Order Go to Name Ee gt ActivityFileName terme DoT NUM If there are existing related attachments the list of attachments will appear in the bottom list applet Users can create or modify any attachment s for a defect To add an attachment right click in the OEM Attachments list applet Select New Record from the New Record Delete Record Copy Record Undo Record Columns Displayed Sort Order Go to Name A popup window with all directory listings s displayed Browse the directories to find your document select the document then clicking the Select button The file will automatically be attached to the Product Defect and saved on the Siebel file server Other users will be able to access that file afterwards NOTE Attached file size limit is SMB per file Page 20 EFI Siebel System OEM Manual Besides attaching the file to the Siebel file server users can also put in the URL or ftp into the URL field to point to any Internet URLs or FTP sites For example URL like http www efi com OR ftp like ftp ftp efi com sample exe NOTE Please DO
10. creens OEM Defects 2 4 View Bar It s on the left hand s de of the w ndow displays a view associated to a screen The name of the active screen appears as the highlighted tab and at the top of the view bar The highlighted item on the view bar 1s the active view IS lt ET My Defects My Group s Defects OEM Activities OEM Attachments OEM Solutions Page 7 EFI Siebel System OEM Manual 2 5 Message Bar and Status Bar At the very bottom of the application window are two bars that display information Thread Bar tracks current path through views Use thread buttons or forward and back arrows to navigate through threads Status Bar displays the information about the fields and records Mk is go m q kN Ii n i RhkRMRMRMem lt Fr History tracks previous view record navigation including previous sessions Most recent view record appears at top of list Histor lt a gt 2 6 Customizing User Options e Select View gt Option from the menu you can set Color scheme and appearance Appearance tab Number of threads saved General tab Start up screen and default query for each view Screen tab Message Bar specifications Message Broadcasting tab Forecast Correspondence Siebel Search Configurator Message Broadcasting Communications Web Browser SmartS cript Logistic Manager Expense Reports General Appearance Screen List Opportunities Cale
11. fine and save it as a new private query as needed User Defined Query You can create both simple and compound queries A simple query finds information based on one condition Compound queries find information based on two or more conditions You can save refine rename and delete your own query Page 10 EFI Siebel System OEM Manual Steps to create and execute a User Defined Query e Navigate to the desired view query on For example OEM Defect screen gt My Group s Defect View Select Query gt New Query from the menu bar OR Press CTRL Q OR So Click on the Left Magnifying Glass Test EFI Siebel System All Product Defects File Edit View Screens Go Quer Reports Help He Edt Vew Scene Go Que Bepote Hee ses LE ee Xe gt A POETS History gt i gt Threads Defect OEM Defects Defect OEMId Project Channel Steps to Reproduce Problem Area E Reported Z Sub Area Fl Defect Type My Defects My Group s Defects OEM Activities OEM Attachments OEM Solutions Client OS Version Build Language Status Date Status L B Short Desc Severity B Priority Bi Reproducible BI OEM Product Defects i Defect OEM Id Channel Project gt Defect Type Problem Area CE e Putin your query search criteria into the fields NOTE Wildcard symbols can be used For example in the Short Description or Steps to Reproduce
12. following e Create view and manage Defect information My Defect view and My Group s Defects view e View defects that are Reported By OR Assigned to you the login person My Defects view e Create and view the activities comments associated with a defect OEM Activities view e Attach file attachments to a defect or view attachments OEM Attachment view e Attach pre existing solutions in the database to a defect OEM Solutions view Page 15 EFI Siebel System OEM Manual 4 1 How to create a NEW Product Defect a Select the OEM Defect Screen tab or select Screen from the menu bar then select OEM Defects b Select the My Defects or My Group s Defects view Click on the New button The following view will appear ss Test EFI Siebel System All Product Defects File Edit View Screens Go Quer Reports Help FRE x OEM Defects DM l My Defects My Group s Defects OEM Activities OEM Attachments OEM Solutions BI Defect gt 1 S8P 1 OSI 1 089 1 QP5 OEM Product Defect Defect 1 58P ReportedBy OEMUSER1 omma Project Channel External OEM1 Steps to Reproduce Problem Area Reported 11 29 99 10 E Sub Area Defect Type Defect M OEM Id abc123 abc123 1234 SIEBEL Mar AJ OPH BBN SEYNA Queries v History i gt Threads Defect New Delete Copy Cancel Client OS H Ver
13. ht hand top corner of the screen 3 6 Deleting a Query You can delete User defined Private Queries To delete a private Query select Query gt Delete Query A dialog box is displayed with all the Queries From the list select the Query you want to delete Just by clicking OK button selected Query can be deleted Page 12 EFI Siebel System OEM Manual e Once you delete a query it will disappear from the Queries drop down list and you cannot recover it 3 7 Sorting a Query e You can sort the output of a query e For sorting choose Query gt Sort Order It takes you to a new window where you can set sort preferences depending on your requirement Click OK button to see the results Sort Order Sort by WIE Ascending C Descending Then by Ascending C Descending Then by Ascending C Descending Cancel 3 8 Export to Output File e You can export the output of a query to the following format HTML Tab delimited text file CSV formats MS Excel readable format e To export the query result set click on the OEM Product Defect List applet the applet at the lower bottom then select File gt Export Select data and columns to export Select file type Specify path and name of file Open automatically on export if desired Page 13 EFI Siebel System OEM Manual d aebeltemp output n Page 14 EFI Siebel System OEM Manual 4 Product
14. ndar Quote Navigation bar e Show navigation bar Wiewbarl err a ER IE ERS E n i Always visible Retract after use MW Confirm on delete record Mazinum threads saved 25 Page 8 EFI Siebel System OEM Manual 2 7 Unavailable functions Please DO NOT USE the following functions from the File Menu e Send E mail e Send Fax e Send Page Page 9 3 1 3 2 EFI Siebel System OEM Manual Queries Siebel uses query by example QBE method of forming queries by entering conditions in the blank fields of records displayed by the database program Queried records are displayed in the list applet Types of Queries 1 11 Public queries defined by an administrator User defined private queries where you can set the criteria Youcan Use existing public queries Create new private queries Refine public and private queries Save new and refined Queries Delete private queries Administrators can change private queries to public queries For example Users can use queries to find a group of product defects and their Statuses Predefined Public Query Predefined Public queries appear in the Queries drop down list on upper right hand top corner of the screen If there is none that means that there 1s no Predefined Public query Queries The list of queries in the Queries drop down list changes when the view changed You cannot delete a predefined public query but you can re
15. op Use this menu bar to choose any of the application commands File Edit View Screens Go Quer Reports Help Many of the commands in the menu bar are also available in other parts of the application The two most common alternatives are Right clicking which brings up a shortcut menu of commands As with other Windows applications the exact menu that appears depends on where you right click For example right clicking inside a form applet brings up the commands New Record Copy Record and Delete Record New Record Peete Recoaro Copy Record Onda Record On the other hand right clicking inside a field on a form applet also brings up Copy Paste and Select All because these commands make sense 1n that context a lett Enr Paste Welte Select All New Record DEEE Lopy Record Umia Record Using the various shortcut bars These include the toolbar the tab bar and the view bar 2 2 Tool Bar As with other Windows applications the toolbar gives you quick access to the most commonly used commands clicking a button on the toolbar is equivalent to choosing a command from a menu in the menu bar E KE x ne n DL Od sa ennol Sees Page 5 EFI Siebel System OEM Manual a Working with Records A group of related pieces of information is called a record For example all the information about a defect including the defect ID product problem area etc make up a Defect record When you use Siebel applic
16. our search criteria so Page 6 EFI Siebel System OEM Manual After you enter your search criteria click the Execute Query button to see the query results You can also execute your query by simply pressing ENTER After you ve run a query you can sort its results so they appear in order with respect to any of the fields For example you can sort alphabetically on a particular text field or in AA chronological order on a particular date field You can also see the items sorted in either ascending or descending order Once you ve run a query you can save it if you expect to use the same search criteria later e Saving Your Changes There is no Save command anywhere in Siebel applications because each application saves your changes as you go along Each time you leave a record by clicking anywhere outside of it your work 1s saved f Correcting Mistakes If you make a mistake as you work with records or queries you can click the Undo Change button The Undo button 1s particularly useful if you accidentally press a key and don t know what you did If you want to undo all your changes to a record rather than just the most recent choose the Undo Record command from the Edit menu This command undoes any changes you made since the last save that is since you last left a record ki ga 2 3 Tab Bar A Siebel application consists of screens views and applets The tab bar contains the names of the most commonly used s
17. p E Channel External OEM1 Steps to Reproduce Problem Area 3rd Party App Reported 11 29 99 11 Sub Area Defect Type Defect M Client os Ei Version Build Language Status Date 11 29 99 11 24 Status Open E sl Short Desc This is a test of OEM Visibility bjc 11 29 99 Severity 1 Crash or C m Priority 0 OEM Fi E Reproducible fi OEM Solutions ol My Group s Defects OEM Activities OEM Attachments OEM Solutions E Short Desc Long Desc Comments Created By O gt Page 22 EFI Siebel System OEM Manual 5 Reporting To run defect reports do the following a b Select any Defect views To narrow filter your report result set put in your report criteria and then executes the query before running the report The report displays the data in the same order as they are displayed in the view To resolve no data is available for the report error you need to refresh and re query before running a report Select the defect report from the Reports menu The following defect reports are available Product Defect Activity OEM Product Defect Summary OEM e Test EFI Siebel System All Product Defects SIEBEL x aJ SEP HADR Queries v A ee Product Defect Summary DEM History i gt Threads Defect OEM Defects ER lt lt I My Defects New Delete Copy Cancel Defect 10st Reported By COEMUSER1
18. rity Severity Short Description Steps to Reproduce this field should be used only for information on how to reproduce the defect OEMId Id OEM used to their defects f Enter all other fields as needed into the Product Defect record g The defect will automatically be saved if you leave the defect record h To copy an existing defect click on the Copy button to copy from any existing record Page 17 1 EFI Siebel System OEM Manual If OEM users would like to add Comments and Notes to communicate with others click on the OEM Activities view The following view will appear 3 Test EFI Siebel System Product Defect Activities Betex u cr OLAH tea wpoe See sedan Queries M Histoy i gt Threads Defect OEM Defects ne A gt III My Defects New Delete Copy Cancel Defect R5T Reportedey OEMUSER1 El OEM Id 123 Project Kailua Channel External OEM1 Steps to Reproduce Problem Area Core System Reported 11 29 99 5 1 E asdfsdaf Sub Area LCD Defect Type Defect M Client os Si Version Build Language El Status Date 11 29 99 5 14 00 Status Open E sl Short Desc asdf Severity 2 No Workar Priority 2 Fix by ne E Reproducible g OEM Activities ol Activity Type Created Created By Comments KEN My Group s Defects OEM Activities OEM Attachments OEM Solutions gt 1 RST Con
19. sion Build Language D Status Date 11 29 99 10 20 Status Open gt Short Desc Severity E Priority E Reproducible EB OEM Product Defects Y Channel Project Defect Type C External OEM1 Defect External OEM1 ME ps ce Defect 3rd Party 4pp External OEM1 Bishop m gt Defect Core System External OEM1 BASIN SESE Defect Driver _ _ _ ee Items of NUM c Default values like Defect Reported By Channel Reported Status will be populated Page 16 EFI Siebel System OEM Manual d Click on the Product field a Multi Value Group MVG applet appears Click the New button inside the MVG applet to launch the pick applet that will allow you to select add the Product to be associated to the defect Test EFI Siebel System p OEM Products Primary Product Name Status Version Add OEM Product Find Product Name starting with Find El Product Name version gt Desktop s Own Silly Little Proc In Development 1 066666 Kailua 838 Released SEINE Externally Released Beta Test 1 0 In Development Users can find products by selecting the appropriate product table fields in the Find picklist and then put in the criteria in the starting with field Note Wildcards can be used For example oem_name Click Add Click Close e Add all the required fields fields prefix with using the pick lists Problem area Defect Type Prio
20. td Short Desc 11 29 99 5 15 55 PM MIRANDA testing OEM users can enter in their comments and notes by right mouse clicking on the OEM Activity list applet the bottom applet will appear like above The following will appear New Record Pelete Retard Copy Record Undo Record Columns Displayed Sort Order Page 18 EFI Siebel System OEM Manual Select New Record the new activity record of OEM Note activity type will appear OEM Activities Gi DI Defect gt 1 01 OEM Note 11 29 09 10 27 22 Ph GEMUSER1 Activity Type Created By Comments OEM user can enter information into the Comments fields To save the activities just leave the record Different Activity types OEM will also be able to see activities with the following activity types e Comments Notes Activities of EFI public comment notes e Contd Short Desc In order to accommodate the conversion of Scopus Bug and Case information into the Siebel database some changes were necessary The data in Scopus is much longer than Siebel s Short Description 100 characters limit and Steps to Reproduce fields 800 characters limit Therefore for all Scopus Bugs and Cases that exceed these limits activity record s will be created to store overflow of this data For example if the Scopus Bug has 1500 characters in the Short Description field then the 1 100 characters will be populated into the Siebel Short Description
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