Course Overview
About Course
Oracle Siebel CRM Training is an immersive, 40‑hour program designed to upskill professionals in developing, configuring, and managing Siebel CRM systems—still widely used in enterprise-grade environments. Participants begin with a deep dive into Siebel architecture, exploring the multi-tier setup including database, enterprise, application, and web servers, along with Oracle’s role-based training pathways for Siebel modules like sales, marketing, and order management
Installation modules cover Siebel Tools and server components, followed by core data model training where participants learn to navigate repository objects using Siebel Tools, understanding the relationships between Business Objects (BOs), Business Components (BCs), tables, and views for flexible customization
Security and access control training teaches configuration of responsibilities, positions, views, and data access layers. Then, learners customize user interface components including applets, pick-lists, drill-downs, and multi-value groups—tailoring the UI to real-world workflows .
Workflow & scripting modules dive into Siebel Workflow, Assignment Manager, and scripting (eScript) to build business logic and automation. Integration training covers EIM-based bulk data operations while deployment best practices teach repository changesets and application migration . Reporting covers Actuate-based report creation, parameter use, and server distribution.
Participants also gain troubleshooting expertise—learning to navigate log files, trace workflows, debug scripts, and optimize performance.
The capstone project brings all skills together: configuring security, UI, workflows, data loads, scripting, reporting, and deployment. A final group presentation reinforces best-practice implementation.
Ideal for Siebel Developers, Technical Consultants, and Administrators, this training equips learners with end-to-end Siebel skills—including customization, integration, troubleshooting, and reporting—supported by Oracle University’s official curriculum and certification readiness pathways . Graduates complete the program with a practical capstone, an enhanced resume, and a portfolio-ready Siebel implementation to showcase in the job market.
Course Syllabus
- Module 1: Introduction & Architecture (4 hrs)
- Siebel CRM fundamentals, key business domains, platform overview
- Siebel multi‑tier architecture: gateways, servers, clients and repository files
- Module 2: Installation & Environment Setup (4 hrs)
- Installing Siebel Tools and Server components
- Configuring Web, Enterprise, and Database Servers
- Module 3: Core Data Model & Repository (4 hrs)
- Understanding enterprise data model: Business Objects, BCs, BOs
- Working with repository objects using Siebel Tools
- Module 4: User Access & Security (3 hrs)
- Defining responsibilities, positions, views and access control
- Module 5: UI Configuration & Applets (4 hrs)
- Configuring applets, views, pick‑lists, drill-down behavior, multi‑value groups
- Module 6: Workflow & Business Logic (5 hrs)
- Designing workflow processes using Siebel Workflow & Assignment Manager
- Event models, interactive and long-running flows
- Module 7: Enterprise Integration Manager (EIM) (3 hrs)
- Bulk data import/export via EIM, staging tables, field mapping
- Module 8: Configuration Lifecycle & Deployment (4 hrs)
- Managing repositories, changesets, exporting/importing configurations
- Module 9: Custom Scripting (eScript) (4 hrs)
- Writing client/server scripts in siebelObject, business component events
- Module 10: Reporting & Analytics (3 hrs)
- Developing Actuate-based and embedded Siebel reports, parameters, templates
- Module 11: Troubleshooting & Performance Tuning (3 hrs)
- Monitoring logs, debugging workflows, tuning server performance
- Module 12: Capstone Project (2 hrs)
- End-to-end customization: security, UI changes, workflows, data load, scripting, deployment
- Group demo and best-practice review
-
Key Features
- Interactive labs: Hands-on with Siebel Tools, Workflow, EIM, reporting engines
- Live Siebel environments: Simulating real-world CRM customization and data flows
- Profile-based exercises: Sales, Service, Order Management scenarios
- UI & Data Modeling: Pick-lists, applet edits, repository customization
- Integration practice: Data loads via EIM, repository deployment
- Workflow & scripting: Automate business logic and task flows
- Troubleshooting skills: Log navigation, workflow failures, configuration auditing
- Capstone deliverable: Finished Siebel app iteration for portfolio/demo
- Certification readiness: Aligns with Oracle’s Siebel certification and Oracle University’s role-based digital curriculum



