Siebel IP2013 Patchset 13 has been released

Siebel IP2013 Patchset 11 has been released

8.1.1.11[23030]_PATCHSET13 – Patch id : 19983158
8.2.2.4[23030]_PATCHSET13 – Patch id : 19983157

Details to be found here:

Siebel Patchset Installation Guides for Siebel CRM 8.1.1.11 / 8.2.2.4 IP2013 (Doc ID 1614310.1)

Issue Addressed Bug ID Product Name
BULK REQUESTS REMAIN IN PROCESSING WHEN PROMOTION AND PRODUCT HAVE CONSTRAINTS 19686125 Siebel Apps – Customer Order Management
IN PATCHSET 10, THE S_CTLG_CAT.ROOT_CTLG_CAT_ FLAG IS LEFT AS ‘Y’ FOR CHILD CATEGORIES 19622484 Siebel Apps – Customer Order Management
NON-COMPATIBLE PRODUCTS ARE NOT HIDDEN IN ECONFIGURATOR 19238844 Siebel Apps – Customer Order Management
DURING PROMOTION UPGRADE, PRODUCTS THAT ARE PART OF NON-PRIMARY PRODUCT LINES ARE NOT CONSIDERED AND ARE SET TO THE DELETE ACTION CODE RATHER THAN THE UPDATE ACTION CODE 19385129 Siebel Apps – Customer Order Management
WHEN USERS QUERY IN THE ISS PROMOTION GROUP ASSET LIST APPLET, THE “ISS PROMOTION GROUP ASSET LIST SUB PROCESS” WORKFLOW EXECUTES TWICE 19482994 Siebel Apps – Customer Order Management
WITH IBM DB2 AS THE DATABASE, CREATING RESPONSES USING IMPORT FAILS BECAUSE THE SYSTEM DOES NOT ALLOW PR_CON_ID TO BE MAPPED INSTEAD OF LAST NAME AND FIRST NAME 18495659 Siebel Apps – Marketing
THE RECORDS OF CHILD VBCS ARE NOT SHOWN IN APPLETS 18887698 Siebel Communications & Energy
WITH IE 9 OR IE 10, WHEN USERS PRINT THE CALENDAR, THE ENTRIES DO NOT DISPLAY ON THE SAME LINE AS THE TIME WHEN THE ACTIVITIES WERE RECORDED 18543359 Siebel Core – Common Components
WITHIN THE NOTIFICATION SUMMARY TAB, WHEN USERS DRILL DOWN ON AN ITEM, THE APPLICATION DOES NOT NAVIGATE TO THE VIEW IF USERS ARE TRYING TO NAVIGATE TO THE SAME VIEW THAT THEY ARE CURRENTLY VIEWING 19147755 Siebel Core – Common Components
ADM PACKAGE DEPLOYMENT ORDER DOES NOT FOLLOW THE SEQUENCE SPECIFIED IN THE DESCRIPTOR FILE 18464797 Siebel Core – DG Deployment
ERRORS OCCUR WHEN SIF FILES ARE DEPLOYED USING ADM FRAMEWORK 18465007 Siebel Core – DG Deployment
WITH THE OPEN UI APPLICATION, SEARCHING ON LOGICAL COLLECTIONS RETURNS RECORDS OF ALL SEARCH CATEGORIES 18105424 Siebel Core – Search & Knowledge Management
FIELD SEQUENCES THAT HAVE BEEN DECLARED IN SIEBEL WORKFLOW INSERT STEPS ARE NOT MAINTAINED 19377086 Siebel Core – Server BizLogic WF
AFTER PATCHSET 10 HAS BEEN APPLIED, WITHIN THE TASK-BASED UI, WHEN USERS SUBMIT A TASK, THE APPLICATION HANGS 19689737 Siebel Core – Server OM Frwks
UPDATES THE SIEBEL.JAR FILE AT SIEBEL_ROOT/MGMTAG/LIB 19863784 Siebel Engineering – Rel Eng
WITHIN THE SAMPLE COMPLIANCE, SIGNATURE AUDIT VIEW, WHEN USERS QUERY AND THE QUERY DOES NOT RETURN ANY RECORDS, THE APPLICATION CRASHES 19492504 Siebel Life Sciences
WHEN USERS CREATE MEMBERS FOR A PROGRAM WITH TIERS DEFINED AS FIXED DATE ON JANUARY 1, THEY RECEIVE THE “TIER CHANGE CANNOT BE PERFORMED BECAUSE IT WILL RESULT IN AN EXPIRED TIER FOR THIS MEMBER (SBL-LTY-14003)” ERROR MESSAGE 19414167 Siebel Loyalty
DRILL-DOWN LISTS WITHIN LIST APPLETS DO NOT WORK 19792188 Siebel Mobile Applications
ROWS IN S_INVCITM_TNTX ARE NOT CREATED FOR SERVICE CHARGES AND TAXES IN EVENT CHECKS 19663134 Siebel Travel & Transportation
THE EAI SIEBEL ADAPTER DOES NOT IGNORE TRAILING SPACE CHARACTERS WHEN IT VERIFIES IO USER KEYS, AND THE SBL-EAI-04381 UPSERT ERROR MESSAGE OCCURS 19366523 Siebel UI Framework
RELATED TO BUG 18989865: AFTER PATCHSET 11 HAS BEEN APPLIED, USERS RECEIVE THE “THIS PAGE CANNOT BE DISPLAYED” ERROR MESSAGE 19524593 Siebel UI Framework
USERS CANNOT CLOSE THE REPORT PANE 19224699 Siebel UI Framework
OPEN UI APPLICATION ROUNDS NUMBERS FOR DTYPE_CURRENCY FIELDS  19587024 Siebel UI Framework
SIEBEL SELF-SERVICE APPLICATION CRASHES WITH A HIGH NUMBER OF CONCURRENT USERS 19438858 Siebel UI Framework
AFTER PATCHSET 7 HAS BEEN APPLIED, WHEN USERS OPEN A SESSION ON THE DEDICATED CLIENT WHEN A NON-SIEBEL SESSION IS ALREADY RUNNING IN THE SAME BROWSER, THE APPLICATION CRASHES 19274878 Siebel UI Framework
WHEN USERS ESCAPE FROM OR UNDO QUERY OPERATIONS ON FORM APPLETS, THE SEARCH CRITERIA DATA IS COPIED ONTO THE FIELDS 19240903 Siebel UI Framework
IN OPEN UI MODE, THE “ROW LEVEL HIDE CONTROL X” APPET USER PROPERTY DOES DISPLAY BUTTONS, BUT THE BUTTONS ARE UNAVAILABLE, SMALL, AND DISPLAYED IN STRIKETHROUGH TEXT 19543483 Siebel UI Framework
WITHIN THE RICH TEXT EDITOR, USERS MUST APPLY FORMATTING CHANGES SEVERAL TIMES FOR THE CHANGES TO BE APPLIED 19386483 Siebel UI Framework
THE DRILLDOWN ICON DOES NOT DISPLAY CONSISTENTLY FOR SIEBEL MOBILE APPLICATIONS 19242688 Siebel UI Framework
IN OPEN UI MODE, WHEN USERS EDIT A MASTER RECORD AND THEN DRILL DOWN ON A CHILD RECORD, THE CHANGES TO THE MASTER RECORD ARE NOT SAVED 19187882 Siebel UI Framework
TASK-BASED UI BACKGROUND PROCESSES DO NOT DISPLAY AN HOURGLASS WITHIN THE TASK VIEW 19480340 Siebel UI Framework
THE EDIT PROPOSAL LAYOUT VIEW DOES NOT DISPLAY CORRECTLY 19210515 Siebel UI Framework
IN OPEN UI MODE, HOME PAGE LINKS DISPLAY EVEN WHEN USERS SHOULD NOT HAVE ACCESS TO THE LINKS 18974364 Siebel UI Framework
DESCRIPTIONS FOR ALL NOTES ARE OVERRIDEN WITH THE DESCRIPTION INFORMATION FROM THE PREVIOUS NOTE 19794548 Siebel UI Framework
WITHIN THE TNT SHM OPPTY CAPTURE RAPID ROOM BLOCK LINE ITEMS LIST APPLET, WHEN USERS CREATE A NEW ROOM BLOCK, ENTER VALUES FOR LINE ITEMS, AND CLICK SAVE, ONLY THE DATA FROM THE SELECTED ROW IS SAVED AND THE DATA FROM THE OTHER ROWS IS LOST 19786904 Siebel UI Framework
WITH THE OPEN UI APPLICATION, THE CURSOR WHEEL SPINS BUT USERS CAN STILL WORK WITHIN THE APPLICATION 18420899 Siebel UI Framework

- Jeroen

Siebel Open UI – Webcam integration

This question got raised by a consumer goods customer I recently worked with: “how could we integrate the webcam on our Windows Tablet PCs to point & click and generate attachments?”. The consumer goods business can be characterized in that sense that Siebel customers have traditionally (and pretty much continue to do so) deployed on Siebel Remote clients. Reason is their sales reps need to have full disconnected functionality and the data which goes along. These implementations traditionally tend to run on Windows Tablet PCs, also quite specific for this industry. Sales reps need the ability to easily take pictures and store them against the visited account or visit itself for matters of retail audits. So I set my mind to think and come to a working solution with just a bit of code.

First the teaser…

A bit Googling revealed a nice plug-in called WebcamJS and initial tests plus reading the documentation stemmed positive.

So, next step. Integrate it within Open UI. I took the challenge to use a IP14 pre-release. The WebcamJS code comes with a stand-alone JScript library.

I took the vanilla “Account Attachment View” as a starting point and added a “no-menu applet”. Basically a regular list applet but with particular applet web template.

AppletWT

Added the applet to the existing Account Attachment view. Nothing fancy.

ViewWT

Next I created an empty shell physical renderer using Duncan’s code generator, called “DesktopWebcamPR”. I associated both my physical renderer as well as the “webcam.js” to my “Webcam JS Applet” I just created. This ensures that the webcam.js will be downloaded alongside the DesktopWebcamPR physical renderer.

MFAdmin

Next, I put the necessary code in the DesktopWebcamPR. I added three <div> elements to hold the webcam canvas, the result and a bunch of buttons (#mycam, #myresult, #buttons). I added three buttons to Take a snapshot, Clear the snapshot and Save the snapshot. Each button invoking its own function, respectively take_snapshot(), clear_snapshot() and save_snapshot().

Initializing the webcam is just a matter of a single line:

Webcam.attach("#mycam");

WebcamPR1

Next, implementation of the three functions.

To generate a snapshot it requires just a few lines:

function take_snapshot() {
Webcam.snap( function(data_uri) {
document.getElementById('myresult').innerHTML = '<img src="'+data_uri+'"/>';
});
}

To clear the snapshot I choose a simplistic approach:

function clear_snapshot() {
$("#myresult").find("img").attr("src", "")
}

To save the snapshot obviously required a bit more work. I considered couple of options. One was to actually invoke a Webservice, the other to invoke a server-side business service. A Webservice could also be invoked locally on a Mobile Web Client, and would be kind of transparent when working with a Web Client to invoke the service against the EAI OM. Since the data is already Base64 it would make sense and we would not need a single line of eScript. Anyways, I opted for the quickest which would be an eScripted business service “ORCL Create Attachment”.

It does a few things:

1) It generates a SiebelMessage based on the OOTB “CRMDesktopAccountIO” Integration object
2) It retrieves the next available ROW_ID to act as an unique file name for the attachment
3) It adds the Base64 payload
4) It invokes the EAI Siebel Adapter to Upsert the SiebelMessage

CreateAttachmentBS2
And well… that more or less is what is need to make this to work. Obviously, the solution has some rough edges but serves its purpose.

You can grab the necessary code here.

- Jeroen

Using BI Publisher as low-cost approach to generate correspondence from Siebel

Siebel Correspondence, technologically a dinosaur solution. Running Microsoft Word as single-threaded proces on a Windows-based Siebel Server… Well, it still works and there are plenty of implementations still using this good-old approach. But the side-effects are there. Scalability (only by adding servers, regardless of being small & virtual), little ability to include logic in the templates and sensitive to incidents such as hanging Word instances to name a few limitations. Still, use cases are still there.

Of course Oracle has alternatives in this area too. Our flag-ship product is Oracle Documaker, which came along with the aquisition of Skywire back in 2008. A full-fledged solution with enterprise capabilities including batch and interactive generation of documents, a full IDE called “Documaker Studio” with template design capabilities driven by business users (really), workflow driven and scalable build of Web logic server. But this post is not about Documaker.

I wanted to highlight a recent customer web cast:

Innovations with Siebel Correspondence for Customer Service at New York Justice Center

BIPCorr

For those who are not familiar with BI Publisher, this is an application allowing to generate reports, and is available as a standalone product but as well integrated in products such as OBIEE and Siebel. BI Publisher can work with different data feeds, but the integration of BI Publisher in Siebel is purely based on Web services.

Funny fact: BI Publisher was long ago sold as XML Publisher. Similar to Documaker it works with an XSD to map data elements into a report document, where Microsoft Word is the “editing tool” or IDE using a BI Publisher plug-in to support mapping the data. Under the hood, in Word you do no generate a true Word document but rather an XSL-FO (XSL Formatting Objects) template. Consider Word as just the IDE which was chosen in the past. BI Publisher can output in different output format including pdf, rtf, xls and ppt.

Where writing typical “report” template can be pretty straight-forward. Developing a true correspondence letter type-of-template though could easily become more complex. Think of hiding paragraphs or making distinctions based on recipients or recipient-related attributes. The cool thing is that in your XSD you can essentially provide all relevant data available in Siebel, as long as you can relate it to the business object on which you base your XSD (Integration object). And with XSL you have a lot of flexibility at your fingertips, but you need to have some level of comfort in writing XSL :-)

So… defining a BI Publisher template document can easily become more an IT-task than a task for a business-type of user, because of the need to resort to custom XSL instructions / logic.

What Deloitte did for the New York State Justice Center was leveraging the Siebel Reporting business service to on-demand generate a Word document and allow post-editing. This is a nice alternative for traditional Siebel Correpondence and a fairly low-cost solution in terms of licensing too. But the limitations should be kept in mind with regards to template development and management in general. There is no such thing as a multi-user IDE with in-build version control, approval workflow and more of those goodies you would get with a solution like Documaker.

- Jeroen