Configuring Siebel Business Applications > Using the Entity Relationship Designer > Process of Creating and Binding an Entity Relationship Diagram >

Creating an Entity Relationship Diagram

This task is a step in Process of Creating and Binding an Entity Relationship Diagram.

An ERD can include business entities, entity properties, and the type of relationship that exists between entities, such as one-to-one, one-to-many, or many-to-many. Examples of common business entities include accounts, contacts, and addresses.

To create an entity relationship diagram

  1. Open Siebel Tools.
  2. Make sure object types for the Entity Relationship Designer are displayed.

    For more information, see Displaying Object Types You Use to Configure Siebel CRM.

  3. In the Object Explorer, click Entity Relationship Diagram.
  4. In the Entity Relationship Diagrams list, right-click, and then choose New Record.
  5. Enter a name and associate a project to the new record.

    The project must be locked to enter it in the Project field. For more information, see Using Siebel Tools.

  6. Right-click and choose Edit Entity Relationship Diagram.

    Siebel Tools displays the canvas of the Entity Relationship Diagram.

  7. Drag and drop an entity from the ERD Palette to the canvas.
  8. Click the entity, and then enter a value in the Name property in the Properties window.
  9. Repeat Step 7 through Step 8 for the next entity in your diagram.
  10. Drag and drop the desired relationship, such as ERD 1:1, from the pallet to the canvas.
  11. Connect each end of the relationship to a connector point on one of the entities.

    TIP:   Before you connect two entities, place the entities to be connected on a horizontal plane, with the preceding entity placed on the left and the subsequent entity placed on the right. Also, place the entities in close proximity to one another. This way, when you drop the relationship, Siebel Tools automatically connects the start point and the end point of the relationship.

  12. Repeat Step 7 through Step 11 until you added and connected all entities and relationships.