Frequently Asked Questions for DSO’s Accessing Siebel

Note: If you have not yet reviewed the Siebel training guides, please do so. The training guides will help answer a lot of questions that you may have regarding the Siebel quoting system. Please refer to question 6 below for information on how to access the training guides.

1. What is the website address/URL to access the Siebel Quoting System?

https://rshvacsb.corp.global/siebel/app/htim/enu

This link is accessible when you are inside any Trane Technologies office or if you are logged into the Trane Technologies VPN. If you are working outside the Trane Technologies network, then please refer to question 3.

2. What all browsers are supported and how should I open the new Siebel quoting application?

Internet Explorer 11 (IE) and Google Chrome are supported at this time . Accessing the website/link using other browsers may not yield desired results

3. Can I access this application from home or outside office using your official Trane Technologies laptop or computer?

Yes you can. Please use the URL below to access the application.

https://rshvacsb.tranetechnologies.com/siebel/app/htimex/enu

4. Can I access this application from a hand-held device - like a tablet or smartphone?

The application works best when accessed from a desktop or a laptop. We do not support any handheld devices.

5. Which Id and password should I use to login to the new Siebel Quoting application?

The Id and password that you use to connect to your office computer(desktop)/laptop needs to be used for logging into Siebel Quoting application.

If you change the password for your email or the computer, then the changed password should be used for accessing the application. There is no need to change the password for Siebel application separately.

You CANNOT have different Id or password for the desktop/and Siebel application. They should always be the same.

6. What should I do if I have any questions on application functionality?

If you have not yet reviewed the training guides, please do so before trying to navigate or access the application.

Training Guides

1. Phase 2 Training Guide (Contains training on enhancements that were released in May 2014)

· https://msit.comfortsite.com/Siebel/Training/DSO/DSO_Phase2_Training_Guide.pdf

2. Phase 2a Training Guide (Contains training on enhancements that were released in October 2014)

· https://msit.comfortsite.com/Siebel/Training/DSO/DSO_Phase2a_Training_Guide.pdf

Please remember to review all training guides.

If you have any questions regarding how to use the application, please contact Bryan Harper (bryan.harper@tranetechnologies.com) or Wesley Blalock (Wesley.Blalock@tranetechnologies.com) .

7. What should I do to install the new Microsoft Word macro that is expected to remove unnecessary space when Contracts are created in Siebel?

Please refer to/ follow the below instructions

Installing Macro to Remove Extra Whitespace from Siebel Proposal

1. Download setup executable, DSO_Format_Proposal_Macro_Setup.exe.

2. After downloading the setup executable, navigate to where you saved the file.

3. Close all open instances of Microsoft Word.

4. Double-click the setup executable to install.

Using Format Proposal Macro

1. Once opening Microsoft Word after installing the macro, you will see an icon in the upper left corner with double green arrows pointing left.

2. To remove extra whitespace from your proposal, open your proposal in Word and then single-click the double green arrows. After single-clicking the double green arrows you will notice that the extra whitespace has been removed from the table.

Before

After

8. What should I do if I have any other concerns or doubts regarding the application?

If you have any questions regarding how to use the application, please contact Bryan Harper (bryan.harper@tranetechnologies.com) or Wesley Blalock (Wesley.Blalock@tranetechnologies.com) .

If you have a technical issue with Siebel, please log a ticket on the My IT portal by using the link below.

My IT