8.1.1.9/8.2.2.

2:
Siebel Open UI Overview

HolgerHerbert

October2012

SiebelOpenUITopics

OverviewofOpenUI
Usability
Accessibility
Deployment
ArchitectureandExtensibility

FunctionalFocus
IntroducingSiebelOpenUI

TodaysUserExpectations
Todaysenterpriseuserexpectsamodernandengaging application
experience(asperFacebook,LinkedIn,andTwitter)

AccesstoCRMdataandbusinessprocessesshouldnotberestrictedby
device,browseroroperatingsystem;promotinguseradoptionand
innovation

Thegrowingdiversityofbothwebbrowsersandmobiledevicespresents
aninvestmentchallengefororganisations,whodonotwanttobelocked
intospecificplatforms

ThereisincreasedlegalfocusonemployeeandcustomerAccessibility;
acrossbothenterpriseapplicationsandwebsites

Theneedtocustomizeandflexiblyintegrateintotheenterpriseisdriven
byuserrequirements

TheChangingEnterpriseClientPlatform
MarketDrivers
Optimizeduserexperience
Deploymentcharacteristics
Abilitytoflexiblyintegrate

Trends
Standardsbasedbrowserapps
Nativeuserexperience/HTML5
Deviceandplatformvariety
JSPerformanceImprovement

WhatsHotinCRMApplications?
GartnerhighlightedMobile Sales,Service,DeviceStorefront
andIntelligentAgentInterface asHighPrioritiesintheir
recentWhatsHotinCRMApplication2012

MobileCRMisakeyCRMPriority,withHighTech,Life
SciencesandInsuranceasthethreeindustrieswiththe
greatestlevelsofiPadadoptionasofApril2012

Organisationsareunderincreasedpressuretomaketheir
enterpriseapplicationsreadilyavailableonthelatestmobile
devicesandinnovations
Source:EdThompson,Gartner,WhatsHotinCRMApplication2012,04/12

By the end of 2012, 80% of all sales representatives in the

pharmaceutical industry will be using iPads for their daily
sales tasks
Gartner report titled Whats Hot in CRM Application 2012, April 2012

CompleteBrowserIndependence
Nextgenerationclientfordesktopandmobileplatforms

Smart,efficientUI,withamodernlookandfeelfor
DesktopBrowsersonanyhardwareplatform
MobileBrowsersonanytabletorsmartphone

Highlyoptimizedusabilityacrossdevices
Easytodeployandmaintain
StandardsBased
HTML5,CSS3.0
HTML4.01,CSS2.1,JSv1.5

Siebel Open UI

Open UI will be enabled as part of the Siebel

Innovation Pack 2012 (maintenance release)

Siebel Mobile Applications

Siebel Mobile Applications will be

individually licensed products

SiebelMobileApplications
NativeDeviceIntegration

Defining the CRM interaction

User Sentiment
comfort,
preferences &
familiarity

Technology,
Clients and
Devices

User
Experience

Usability

Business Logic
& Process
Drivers

User
Centered
CRM
Interaction

Utility

Buildsontechnologyprovidedby55%ofthe10,000mostpopularconsumerwebsites forusability
Capabilitiestunedtomoderndevicesandbrowsers
Familiarlook&feel:usesexistingapplicationdefinition

FullyLeverageExistingInvestment

Innovation Pack 2012

Siebel CRM

Process

Data

Integration

FunctionalFocus
OpenUIUsability

SiebelOpenUI

OpenUIallowsSiebeltoruninallmodernwebbrowsersincluding
IE9,Chrome,FirefoxandSafari.

TheOpenUIgreatlyenhancesuserexperienceandproductivity;
takingadvantageofthelatestwebinnovationswithdevicedriven
layouts,intuitivenavigation,touchoptimizationandenhanced
accessibilitysupport.

OpenUIisanaturalextensiontoSiebel,fullyleveragingallexisting
customerconfigurationandintegrationinvestments.The
frameworkisalsofullyextendable,providingcustomersand
partnerswithaplatformtoinnovate.

SiebelActiveXandOpenUISidebySide

Siebel ActiveX

Siebel Open UI

EnhancedUserExperience&Productivity

Morefunctionalcontrolsutilizinglatestwebtechnologies
PersonalizationsuchasLeftHandNavigationoption
EasyintegrationwithNativebrowserfeaturessuchasBookmarking,
Zoom,PrintPreview,SearchandSaveAs
EnhancedSiebelControlsforMultiValueGroupApplets,Dateand
TimePickers,PicklistsandCalculator
AddressbasedMapIntegration
InfiniteScrolling
DevicedrivenlayoutfordesktopwithTouchandGesturesupport
whenappropriate
ComplementscoreSiebelcomponentssuchasTaskBasedUI

HighPerformanceUse&Accessibility
Lesskeystrokesandclicks,sameresult:
Efficientkeyboardshortcuts
Navigationusingdrillin/outandkeyboardarrowsaswellastab
/shifttab

Designedforaccessibility
NativescreenreadersupportanddynamiccontentviaWAI
ARIA
AlwaysonAccessibility
TriestomeetWCAG2.0,mandate376&section508standards
SupportsOSandbrowseraccessibilityfeatures

Example of WAI ARIA Landmarks and navigation

LandmarkRoles
Userscannavigatedirectlytothevarious
applicationwidgetslikeApplicationMenu,Toolbar,
Applet,andsoonbyusingAssistiveTechnology
shortcutkeys.
Anystandardscompliantscreenreaderallows
movementtonavigableregionsintheSiebel
application,andtheusercanchooseonetoland
onit.
OpenUIhasmarkedupaseriesoflandmarks
basedonthelogicaluserinterfacecomposition:

TechnicalFocus
Deployment

SiebelOpenUIClientTimeline&Preparation

Siebel2012
InnovationPack

Siebel2013
InnovationPack

SiebelOpenUI8.1/8.2
Maintenance

SiebelFixPack
Maintenance

2013

SiebelOpenUI8.1/8.2
Maintenance

2014

UpgradetolatestSiebel8.1orabove

PlanonInnovationPack2012deployment(8.1.1.9)

ReviewDeploymentBestPracticesdocumentationfordeploymentanddevelopment(MOSDocument1499842.1)

ImportSIFdata,modifyCFGandVirtualdirectories

AddOpenUIobjectManagersandturnthemtoOpenUImode!

What will not be delivered in IP2012

Open UI attempts to provide feature parity from the existing HI client. There are exceptions which are outlined in detail in the Deployment Guide Available on MOS

Feature Type
SES Search Center Advanced Search, Search
button
Expression/Rules Designer
Desktop Inbox
Chat
SmartScript Designer
Marketing Flow chart
Customer Dashboard
Gantt Chart
SI Applications & self-registration
Customer Order Management (COM):
Dispatch Board
Desktop Signature Capture Control
Interaction Detailer
Marketing Calendar
Program Designer
HTML & Rich Text Editor
Marketing Allocation
OBIEE: Answers, Reports Integration
Barcode Toolbar
Funnel Chart
Right to Left Language support
Siebel Alerts
Applet Location Editor

Description

Product Features affected

All
All
Call center
Call center
Call center
Call center
Call center
Consumer Goods, Hospitality,
Gantt Charts for Siebel Hospitality function-space diary.
Field Service
Used for customer and partner portals and self registration
Customer facing /SI apps
Catalog Navigator, Real Time Shopping Cart View, Sum total for list view, Contact Hierarchy View Customer Order Management
Dashboard feature for read only use case
Field service
Used for Signature Capture on the desktop
Life Science
Interaction Detailer and interactive Detailer button
Life science
Used to render the Event schedule
Marketing, Loyalty
Designs programs
Marketing, Loyalty
Marketing campaign designer for HTML email offers, Web offers, and event web banners.
Marketing, Loyalty
Manages marketing programs and Campaigns and their stages and segmentation
Marketing, Loyalty
BI Publisher/ Siebel Reports provide reports menu and submenus based on the report being
registered
Reports, Marketing, Loyalty
Reads barcodes
Sales
Design Time: sales and sales-phases pipeline analysis charts.
Sales
RTL Language support for ARA and HEB languages
All
Siebel Alerts
All
Applet Location Editor and Applet Hide feature
All
Search Center Advanced Search and Search button
Design Time: Personalization business rules designer.
Universal Inbox feature.
Provides Call center chat
Provides ability to design SmartSscript
Organization charts, flow charts
Customer Dashboard and associated button

FullyLeverageExistingInvestment

Innovation Pack 2012

Siebel CRM

Process

Data

Integration

Siebel Open UI

Open UI will be enabled as part of the Siebel

Innovation Pack 2012 (maintenance release)

Siebel Mobile Applications

Siebel Mobile Applications will be

individually licensed products

Standards based Platform

Communication, Authentication, Data, Rendering, Mandates
TCP/IP

HTTP/ SSO
AUTH

LDAP AUTH.

Web Services

WCAG2.0 AA
Section 508
Mandate 376

Siebel Web Server

SSL/TLS

PCI

Mobile

HTTP1.1

Desktop

CC (DOD)
HIPPA

HTTPS 1.1

Connected
HTML
4.01/5

CSS
2.1/3.0

Disconnected
JavaScript
1.5

Connected
HTML
4.01/5

CSS
2.1/3.0

Title 21
CFR Part 11
JavaScript
1.5

Open UI Value-add
for the developer
Open UI Rendering Framework supports
incremental platform improvements
Images/icon adds new/refreshed
icons/images
Web Templates adds new easy to use
templates with modern design
Javascript API - New API to allow open
extension of functionality
StyleSheets - New CSS for Open UI for
granular control
Transparent, open platform

Understanding Deployment
Characteristics & requirements

Browser performance (characterize with Sun Spider)

Browser compliance (characterize with ACID 3)
Inventorying (mobile) devices and browsers
Inventorying enterprise app client requirements
Deployment File layout (Separate OOB files and customization)

TechnicalFocus
Architecture&Extensibility

Architecture: Before
WebClient
Web

Wireless
Wireless
Web

Mobile

Handheld
Handheld

Clients
Local DB

Local DB

Object Manager
Data Manager

Web Server

Web Servers

Siebel Web Server

Extension

Siebel Enterprise Server

Siebel Server(s)

Application
Servers

Corporate Data

30

Authentication
Server

Object Manager
Data Manager

Siebel DB

External

Servers

Systems

Architecture: After
WebClient
Web

Mobile

Clients

Web Server

Web Servers

Siebel Web Server

Extension

Siebel Enterprise Server

Siebel Server(s)

Application
Servers

Corporate Data

31

Authentication
Server

Object Manager
Data Manager

Siebel DB

External

Servers

Systems

SiebelActiveXandOpenUISidebySide
LimitImpact&Risk

Siebel ActiveX

Siebel Open UI

JavaScript
Library

JQuery Library

ActiveX Proxy

Layout Data &

Data bindings

JavaScript
Extension API

JavaScript
Proxy

Siebel HI Client

Siebel Open UI

Styling

Styling
Style Sheets

Layout

HTML
Composition
Siebel Web Templates

Layout

Style Sheets

Conditional
Rendering

Siebel Object
Manager
Siebel Tools
Configuration

Design Time
Compiled

HTML
Composition

Conditional
Rendering

Siebel Web Templates

Web Server

Custom
Browser
Scripts

Dynamic

Custom
Browser
Scripts

Server by App / Web Server

JavaScript UI
Controls

ActiveX UI
Controls

Client
Browser

Siebel OpenUI

Static

Siebel ActiveX

Customisation
Configurable
Runtime

Behind the scenes

Mobile Controls

Desktop Controls
Open UI Framework
Tools/SRF

Web Templates

Server Scripting

Server Integration

BaseOpenUIFramework

CSSStyling

Custom
CSSStyling

JavaScript

renderthedata

Physical Renderer

PhysicalRenderer
Extension

formatsthedata
andapplieslogic

PresentationModel

PresentationModel
Extension

holdsruntime&
metadata

ClientProxy

Support of Standards, Troubleshooting

Tools available for Quality analysis are:
W3C Html validator: http://validator.w3.org/
the CSS validator:http://jigsaw.w3.org/css-validator/
the Html5 validator: http://html5.validator.nu/
JLINT: &variants: http://www.jshint.com/
These tools can identify standards compliance issues for
rendering and accessibility and can assist in improving quality.
They can be run against code provided by Oracle or custom
code.

KeyTakeaways
TCO/Deployment
FullyLeverageExistingSiebelInvestmentinbusinessusers
SinglePlatform,connected,disconnected,desktop,mobile
Nocomplexdeployment(ActiveXorJava)forendusers.
IntegrationPlatforms
Anybrowserthatmeetswebstandards
Simplifiedwebandenterpriseintegrationwithsuperiorend
useroutcomes.
UserExperience
Productivityandeasebyuseofintuitiveparadigm
Accessibilityforemployeespartnersandcustomers
Leadingedgemobiledeviceaccess

AdditionalResources:

Oracle Support Document 1499842.1 (Siebel Open UI Best Practices Deployment Guide) :
https://support.oracle.com/epmos/faces/DocumentDisplay?id=1499842.1