Siebel CRM Responsive Web Design

Introduced in Siebel's Innovation Pack 2014, the framework enables you to make application changes once and deploy on any device. This greatly simplifies development and saves time/money no having to worry about coding separate applications for different devices and form factors.

How the default navigation be changed to Tab in Open UI: IP2014

IP2014 introduces a new Navigation Theme: Side Menu, in addition to Tab and Tree.  If the User Preferences are not set, the default is Side Menu.

A new Server Parameter 'Default Navigation' has been introduced to set the default navigation:

In order to set Tab as the default navigation control, set

DefaultNavigation = NAVIGATION_TAB

Restart Servers and test.

DefaultNavigation can have possible values:  NAVIGATION_TAB, NAVIGATION_SIDE, NAVIGATION_TREE.  The Default is NAVIGATION_SIDE.

Users can override the navigation control in the User Preferences > Behavior > Navigation Control.  The value set in the user preferences will take precedence over the Server Parameter value.

IP2104: Siebel Server fails to start and Enterprise name truncation

The behavior might be encountered after applying IP2014 on top of an existing Siebel version 8.1.1.x/8.2.2.x. 

The behavior is caused by failure to start the Gateway Server due to missing SIEBEL* environment variables.

Even if the correct siebenv script is sourced prior to the installation, similar behaviors might be encountered

The Siebel Enterprise name might also be truncated in the siebctl command issued by the migration process

While performing a migration installation with Siebel 8.1.1.14/8.2.2.14 on Unix/Linux (Siebel Server). You may see a similar error in the installation log.

* Log can be found under ../oraInventory/logs/oraInstall<creation_date_time>.out:

Executing Command: /bin/csh -c chmod -R 755 /vol1/sia81/ses
Executing Command: /bin/csh -c source /vol1/sia81/ses/gtwysrvr/siebenv.csh&&/vol1/sia81/ses/gtwysrvr/bin/start_ns

starting siebel migration
Preparing siebel server update
gateway address localhost:2320
enterprise name esia81
Siebel server name srvr1
username SADMIN
siebel update cmd /vol1/sia81/ses/siebsrvr/lib/spu 9ntkUOUf
/vol1/sia81/ses/siebsrvr/lib/spu 9ntkUOUf
delete path /vol1/sia81/ses/siebsrvr/sys/svc.siebsrvr.esia81:srvr1
siebctl -S siebsrvr -i esia81:srvr1 -a -g "-g localhost:2320 -e esia81 -s srvr1 -u SADMIN -ep /vol1/sia81/ses/siebsrvr/lib/spu: error while loading shared libraries: libxerces-c.so.28: cannot open shared object file: No such file or directory"
output siebctl: Command not found.
siebel server update success
spu update success
gateway address localhost:2320
enterprise name esia81
username SADMIN
gateway update /vol1/sia81/ses/siebsrvr/lib/gpu -g localhost:2320 -e esia81 -u SADMIN -p 9ntkUOUf
/vol1/sia81/ses/siebsrvr/lib/gpu -g localhost:2320 -e esia81 -u SADMIN -p 9ntkUOUf
output: /vol1/sia81/ses/siebsrvr/lib/gpu: error while loading shared libraries: libxerces-c.so.28: cannot open shared object file: No such file or directory
gpu update failed

completed siebel migration
Executing Command: /bin/csh -c source /vol1/sia81/ses/siebsrvr/siebenv.csh&&/vol1/sia81/ses/siebsrvr/bin/start_server all
Executing Command: /bin/csh -c /vol1/sia81/ses/ccr/bin/emCCR start
ils Base Dependency List:: {"ses.db.always:8.1.1.14.0","ses.db.config:8.1.1.14.0","ses.db.db2udb:8.1.1.14.0","ses.db.db2390:8.1.1.14.0","ses.db.dbcommon:8.1.1.14.0","ses.db.dblang:8.1.1.14.0","ses.db.files:8.1.1.14.0","ses.db.mssql:8.1.1.14.0","ses.db.oracle:8.1.1.14.0","ses.db.thirdparty:8.1.1.14.0"}
SES Base Dependency List: {"ses.db:8.1.1.14.0","ses.siebel:8.1.1.14.0","ses.gateway:8.1.1.14.0"}

The IP2014 installation files have been updated with new JAR files including the fixes for these two issues.The installation files will be soon re-packeged and re-uploaded to MOS>Patches&Updates and eDelivery site.

In case you have already downloaded the IP2014 installation files, please proceed as follows:

1. Download the apiinstaller.jar file from

Download apiinstaller.jar Oracle Link

2. In your installation image locate the following file: Server\Siebel_Enterprise_Server\Disk1\stage\ext\jlib\apiinstaller.jar

3. Back-up and delete the apiinstaller.jar from the current location

4. Copy the downloaded apiinstaller.jar to your installation image

5. Make sure that the siebenv.csh scripts under gtwysrvr and siebsrvr folders are updated so that Gateway Server can be successfuly started after sourcing the sieben.csh script.

Note that the installer will source the siebenv.csh script for starting the Gateway server

6. Run the installation for IP2014

New features of Siebel Open UI Innovation Pack 2014

• Open UI enhancements extending the framework to deliver a complete solution for all devices and modes, a framework that enhances usability and user experience.
• Alerts & Alarms - used for immediate notifications and in the Siebel Calendar.
• Attachments – now includes the ability to save directly to File System.
• Barcode Toolbar - in Open UI, the barcode query capability is integrated with the Global Search and the New/Update scanning capability is provided in the relevant Views
• Drag and Drop Feature – for Calendar this provides drag and drop of items from an applet onto Siebel Calendar. The Life Sciences calendar allows dragging a Contact record from a list applet onto the Siebel Calendar in order to create a Contact visit record.
• Expression/Rules Designer - Design Time: Personalization business rules designer.
• Sales Funnel Chart - shows sales and sales-phases pipeline analysis charts in Siebel Sales
• HTML Healthcheck – this feature checks browser compliance with the Open UI feature set
• Hierarchy View – providing a hierarchical view of Accounts and Contacts
• iHelp - Unstructured help is included in Open UI with the same functionality as in HI mode
• Lock/freeze on list columns added for applets
• Marketing Program Designer – allows the ability to Design Marketing Programs and Multi-stage campaigns in Marketing. The new control delivers a better user experience and a fresh new look when designing a Campaign.
• Maps Integration - Mapping ability using Oracle Spatial available out of box.
• Order to Cash - Siebel AIA Order to Cash features with Oracle Configurator in Customer Order Management
• Product Configurator Administration, Product/Definition, Constraint (Rule) Builder has been added
• Open UI Feature Innovations: Query on checkbox, Gantt Chart Resource Scheduler, Scheduler Administration View, SmartScript Designer, Siebel Anywhere, TAS Competitive Analysis, Siebel Web Engine (SWE) API, Web Services (Admin, inbound and outbound), Partner Portal (Quote / Order Home Pages), Smart Answer for Service
• New redesigned User Interfaces: Customer Dashboard, eService, Chat, Product Configurator, Marketing and Loyalty, Web Commerce, Promotion Configuration
• Catalog Browse with support for drag and drop functionality for adding products to the shopping carts
• Find and Binocular Search also integrated into enhanced CTI Toolbar UI
• Responsive Web Design framework, single Open UI framework for both Touch and Non-Touch devices. 
• New ‘Aurora’ UI theme that is responsive, fresh and modern
• New Organization Analysis views in Open UI. Highlight and map influence linkages between key Contacts
• Signature capture across all mobile devices
• Contact Center Communication Panel. Allows Contact Center agents to streamline their daily communication tasks and improves overall productivity when interacting with customers through different channels.
• Siebel Chat. New enhancements to the chat interface improve the customer experience and deliver insight to the chat agent.
• Field Service. Barcode Scanning and Print invoice, highly sought after by service customers is now available in desktop and tablets
• New Public Sector eService portal, predominantly in the form of a citizen service portal. The new portal uses the Open UI design and also includes Knowledge Management and Oracle Policy Automation capabilities, which can also be leveraged with all eService industry portals and not just for Public Sector.
• Financial Services Mobility application. Slick Open UI mobile design now includes Rules Based Application Capture and Needs Analysis features as part of Mobile Relationship Management and New Account Origination. Need Analysis is built on an integration to Oracle Policy Automation. Contact 360 degree views, enable the omni channel user experience, with a timeline as a visual way to display interaction history.
• Telco Customer Subscription process. The new feature includes a Open UI customer dashboard where Communication Service Providers (CSPs) or their partners can associate a new SIM card with his/her mobile device (Quick Change Sim), Add / Remove Bars for a set of phone numbers and Bulk Onboarding which allows CSPs and their partners to quickly and efficiently onboard, in batch, a number of their customers.