One of the most important activity performed by Siebel developer is Check In – Check Out.

Through this post I will try to explain ins and outs of Siebel Check – In/Check – Out process. Check In – Check Out process can be divided broadly into 2 phases.

  • Outside Siebel Tools

  • Inside Siebel Tools


Outside Siebel Tools: There are two types of data sources that you need to setup before you can do any check – in or check – out. These are

  • Local Data Source

  • Server Data Source

Details on how to create these data sources can be found in the category Siebel Data Sources. These data sources tell Siebel from where to get data and where put it. In Check – Out process Local Data Source points to the destination [which of course is you local dbf file] is destination and Server data source is Source and vice versa in case of Check in. After you have setup your data sources you need to inform Siebel about them. This can be done in two ways.

1. Entry in your tools.cfg file. You need to modify two parameters.

LocalDbODBCDataSource= SSD Local Db default instance

ServerDbODBCDataSource= SSD default instance

 

These are the default values and should be sufficient in most of the cases but in case if you defined your own data sources you will have to mention it here.

 

2. Specify them inside Siebel tools.

 

So, till now what we have come to know is that we have to perform 2 things outside siebel for Check-In/Check-Out

Create Data sources (Optional)

Specify them in Tools.cfg (Optional)

Inside Siebel Tools: You can also specify your data sources to be used for check in and check out in Siebel tools. To specify your data sources go to

 

View » Option » Check In/Check Out Tab

You should see a Data Sources section here. On Server or Local sections click Change button and provide the following information.

  • Data Source Name

  • User Name

  • Password

  • Table Owner (Usually Table Owner is Siebel. Contact your Siebel Admin to know the value if different)

Similarly you can specify the same parameters for Local section also.If you specify parameters in Siebel tools they will overwrite the parameters specified in tools.cfg file.

 

Now after all these setting Inside and Outside Siebel (which I am sure is not very simple :) ), Check – In and Check – Out should be a pretty simple 5 step process given below.

  1. Login to Siebel Tools with local database
  2. Select an Object that you want to Check Out
  3. Right Click and select Check – Out option (F10 keyboard shortcut)
  4. Make your changes to the object
  5. Select the object and press (CTRL + F10) or Tools » Check In
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