Siebel IP 2016

Siebel IP 2016 Installation

Installed Siebel IP 2016 on windows 8 successfully.

How? this is how!!

• Well of course installed so many versions as of now
• So followed the usual steps, much easier this time with one less task to do - Sample DB
• Followed Oracle installation pdf
• Gone though the steps of Siebel Hub
• Downloaded and extracted all zip, created image and installed
• My machine already had Siebel 2014, Siebel 2.2.2.4 but didn't face any issues with pre-installed stuff
• Installed Siebel Tools first, choose the Sample_XE for the Extended Oracle db
• Gave path to existing Oracle 32 client
• Installed Siebel Client
• Didn't really had to modify cfg.
• Could open both Siebel Tools and Client successfully...!!! :-)
• here is the beautiful sight.....!!
• Now the fun starts...

Create an Inbound WebService - how to create a Web service from a Siebel Business Service.

Overview

This tutorial shows how to create a Web service from a Siebel Business Service. Siebel exposes many internal functions as Web services, (also called Application Service Interfaces or ASIs) and workflows can be exposed as a Web service. The tools you use are available within the Siebel Thin Client, and do not need Siebel Tools (or the thick client). In this example, you take a Siebel Account Business Service and using WS-Admin functionality from Siebel Thin Client, you expose it as an inbound Web service, generate a WSDL file, and save it in your local file system.

The WSDL file generated for Siebel Account Web service can be consumed by a number of Fusion Middleware components such as Oracle SOA Suite (consisting of BPEL Process Manager and Enterprise Service Bus), Oracle Web Services Manager, Oracle WebCenter, and others.

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Scenario

Taking an existing Siebel Account Business Service and using WS-Admin functionality from Siebel Thin Client, you expose it as an inbound Web service. Then, after adding operations to the inbound Web service, you generate a WSDL file.

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Prerequisites

Before starting the tutorial, you should:

1.	Have access to or have installed Oracle Siebel. In this example we are using Siebel Call Center v 8.0.
2.	Using your browser, connect to your installed Siebel instance.
3.	The Oracle Siebel Call Center login page should now be displayed.

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Creating an Inbound Web Service

To create the inbound Web service, perform the following steps:

1.	On the Oracle Siebel login screen, enter your username and password. Ask your Siebel Administrator for the username and password information. Click the right arrow  to log in.
2.	In the Siebel Home page, click the Site Map icon.
3.	In the Home Screens page, click the Administration - Web Services hyperlink.
4.	In the Administration - Web Services screen, click the Inbound Web Services link.
5.	Here you will find the Web services that are exposed out of the box. You will now begin to expose Siebel Account as a Web service. In the Inbound Web Services page, click the Menu option and select New Record from the drop-down list.
6.	Enter the following values: Namespace http://siebel.com.fmw Name Siebel Customer Account Status Active Enter For Fusion Middleware in the Comment field.
7.	Scroll down to the Service Ports pane and from the Menu drop-down list, select New Record.
8.	Enter CustAccount as the Name and click the button in the Type field.
9.	In the Inbound Web Service Port Type Pick Applet, click the New tab.
10.	In the dialog, select Business Service as the Implementation Type and enter 's' in the Service Name. SelectSiebel Account from the list.
11.	In the Inbound Web Service Port Type Pick Applet, click OK to create the inbound Web service.
12.	In th Service Ports dialog, select HTTP from the Transport drop-down list.
13.	In the Address field, set the URL to your Siebel instance. For example, we used the following syntax: http://testsebl.us.oracle.com/eai_enu/start.swe?SWEExtSource=WebService&SWEExtCmd=Execute&UserName=SADMIN&Password=SADMIN
14.	From the Menu drop-down list, select the Save Record option.

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Creating Operations for the Inbound Web Service

To add operations to the inbound Web service and then create a wsdl file, perform the following steps:

1.	Scroll down to the Operations section. Select New from the Menu. Type AccountInsert in the Operation Name field. Note this may get overwritten in the next step (Siebel UI behaves this way, so you may have to enter it again). .
2.	Click the button in the Method Display Name field to open the Business Service Method dialog.
3.	Select Insert as the Method. Click OK.
4.	In the Authentication Type field, select None from the drop-down list.
5.	Click the New button to create a new operation. In the Operation Name, enter AccountQueryByExample.
6.	For the new AccountQueryByExample operation, click the button in the Method Display Name field.
7.	In the Business Service Method dialog, select the Query By Example method. Click OK.
8.	In the Operations pane, in the Authentication Type field, select None from the drop-down list.
9.	Click the New button.
10.	In the Operations dialog, click New. In the Operation Name, enter AccountQueryByID.
11.	For the new AccountQueryByID operation, click the button in the Method Display Name field.
12.	In the Business Service Method dialog, select the Query By ID method. Click OK.
13.	In the Operations pane, in the Authentication Type field, select None from the drop-down list.
14.	In the Service Ports pane, select the Save Record option from the Menu drop-down list.
15.	In the Inbound Web Services pane,select the Save Record option from the Menu drop-down list.
16.	Click the Clear Cache menu option.
17.	Click the Generate WSDL button.
18.	On the File Download dialog, click Open.
19.	The Web service XML code is displayed in your browser.
20.	Select File --> Save As...
21.	Locate the directory where you want to save the WSDL file and name the file SiebelAccountInsertWS_80.wsdl. Click Save.

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Summary

In this tutorial, you've created an inbound Web service, added operations to the Web service, and created a wsdl file.   

Recent Records not showing in Contact Home!

If you found this title; having similar issue and/OR if you have resolved this issue would appreciate if you can share thoses fixes or workarounds.

 Siebel v 8.2.2.3

Recent Records @ Contact Home are not showing when I login as Open UI,

but the same URL with same credentials if I login as High Interactivity they are showing!

Is this Open UI issue?? If so Service Request Home should'nt be showing "Recent Records" SRs??

I have checked the Responibilities whether the view is given to the agent or not!

I did make sure the BC has it's user property related to Recent Records exists

RECENT RECORDS ENABLED Y

I did make sure the view is pointing is the right ONE!

Any suggestions??

How to Enable Siebel OPEN UI in Mobile WebClient

Enable Siebel Open UI on the Mobile Web Client:

1. Open the corresponding cfg file of the application say for Instance for call center open uagent.cfg file
    client_install_location\bin

2. In the InfraUIFramework section, set the EnableOpenUI parameter to the following value:
[InfraUIFramework]
EnableOpenUI=TRUE

3. Save and then close the application configuration file.

4. Log into Siebel Call Center and verify that it opens the Siebel Open UI client.
   To revert to the high-interactivity client, you can set the EnableOpenUI parameter to FALSE. 
   If you do this reversion, then you must use Internet Explorer, version 8 or earlier when you open the client.


And we are all set for exploring Open UI.........!!!

OPPORTUNITY MANAGEMENT

What is Opportunity Management?

Opportunity Management allows engagement managers to coordinate information with sales representatives and  access critical sales and customer data.
Opportunity assessments create tremendous business value by allowing engagement managers
to identify and focus on critical opportunities.

Well, In simple words we could say - Opportunity Management involves coordinating with sales reps, accessing the sales and customer data (as we all know when ever there is sales need!! there exists our customers!!!)

                  At one of my client, I implemented or dealt with opportunity management, In my case,
we have sales people who does COLD COLD calling, gives them the offers and promotions about the products and convinces them to accept the offer and now the situation becomes the LEAD and LEADS ones they take the offer and it becomes the "WON" situation. So that means we got one opportunity and now the process of "ACCOUNT"  creation starts............

You can access different Opportunities screen views to:
View your own opportunities with information that may include contacts, activities, products, decision issues, competitors, estimated revenue, probability of closure, and sales stage.
Enter information about new opportunities.
Track the status of an opportunity through the sales cycle from creation to closure.
Update information about opportunities as they move through the sales cycle.
Generate presentations, quotes, and proposals based on opportunities.
Create relationships between projects and accounts and opportunities.
We can use the Siebel PRM opportunity management workflows to send email notification to the brand owner or partner employee who is assigned the opportunity and to that employee's manager when certain conditions are met.

The following opportunity management workflows are available:

Opportunity Assigned Notification Process
Opportunity Pending Notification Process
Opportunity Inactive Notification Process
Opportunity Pending Notification Process
Opportunity Lost Notification Process
Opportunity Won Notification Process

What is Access Control?

Companies business challenge is they should not grant all users access to the entire application, for example:

 Most users should not have access to system administration views

 Most users should not have access to all data in the application, for example
             Employee salaries, sales contracts, and other sensitive data

 Data not related to the employee’s job function 

So, Application administrators require a mechanism to restrict access to views and data

Ideally, the restriction mechanisms should be independent of one another:

 One mechanism to restrict access to views

 A separate mechanism to restrict access to data

And We have the Solution:
Siebel applications provide mechanisms known as Access Control to restrict views and data seen by users

 Responsibilities control access to views

 Positions control access to data

 These Access Control mechanisms are independent of one another

Immediate Post Changes:

Ever wondered what's this Field Property is all about?

The field property "Immediate Post Changes" is used to post the field changes
immediately to the server.

If "Immediate Post Changes" is set to TRUE, PreSetFieldValue event on the server will be triggered.

If "Immediate Post Changes" is set to FALSE, only then PresetFieldValue event on the Browser will be triggered.

For Instance:
Calculated fields are not automatically refreshed when a related field value changes; they are refreshed only after committing the record. To have them refresh immediately after the fields have been changed the Immediate Post Changes property of the field needs to be set to TRUE.

Hope this helps!!