Tuesday, 15 July 2014

SIEBEL: Search Functionality

In continuation to previous post, I am here to discuss about search center functionality and show you how it works with a case study.

After 8.1.1.6 or above, Search functionality is using Invoke Search Business Service. Earlier, it used Search Client Service Business Service. If you are planning for an upgrade and are using Search functionality, consider this into your test plan. Search Client Service looks broken. Make sure that you modify the Auto Search, Open Search, OpenSrchCenter and Toggle Search commands to use Invoke Search service.

If you have to modify the view to which results should navigate or modify the frame size of the search window, have a look at the Business service user properties of Invoke Search. For example, find results can be displayed in Search Selection view rather than Search Lookin View by changing the user property value.



Invoke Search Service has two methods: Auto Search, Open Search.

Open Search method opens the Search Center. Auto Search method can be used to open the Search center, set field values in Find applet, perform a Search and show results.

Both the methods does not have any input arguments in tools. We can provide a property set input with the following properties.

Search Type : Value = Find
Category: Value = Account (The find object name)
Execute Search: Value = Y/N (if you want the search to execute and fetch results provide Y)
Name: Value pairs of fields to search.

Let us see a case study below.

Requirement: I am a service rep and I am currently looking at a ticket raised for service outage. I want to see all the tickets of the same type in a list on click of a button (View Similar Tickets).

Solution:I will create a button which has logic to pass the Type field value and call Invoke Search service to Open  Search view.

I am simulating the same in business service simulator below. By calling this service the search center opens and searches for the data and provides the result.




Oracle has a wonderful product called Oracle Secure Enterprise Search (SES) which when installed and configured on Siebel servers, can improve the performance and fetch data from multiple sources at one go. For example, if I search with 'Washington', I will get all contacts with name Washington, accounts with name Washington and addresses containing word 'Washington' etc in one single search. In Administration - Search screen, we can configure the SES search options and optimize the search. For more details check out this link.

2 comments:

  1. Thank you for providing good information from Kexlin
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