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 To Add Custom Toolbar In Open UI Mobile

Custom toolbar can be viewed in Open UI Mobile by modifying jqmtoolbarrenderer.js as follows:

Look for an html element with ID like this:

var w = m.replace(/\s+/g, "-").toLowerCase();
var s = $("#siebui-toolbar-" + w);

where m is the custom toolbar name.

Set the Id according to this in the swt file and then custom toolbar can be seen.

Siebel Open UI Deployment Guide - IP2014

Siebel Open UI Deployment Guide 2014 has been published on MOS.

Access this link: Siebel Open UI Deployment Guide (Doc ID: 1499842.1) 

Document contains more information such as:

• Deployment considerations

• Feature changes/enhancements

• Security

• Performance

• Migration tasks

• Test Automation

• Browser Performance

• Standards supported by OpenUI

• Third party products

• Support platforms information
  
  
  Direct download link - or Siebel Open UI Deployment Guide - IP2014 PDF

IP2014 Patch Set 1 is released

Patchset 1 for available on My Oracle Support. This patch is highly recommended for Innovation Pack 2014. 

Patch ID: 20063469 for 8.1.1.14 PATCHSET 1  /  20064087 for 8.2.2.14 PATCHSET 1

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.

Siebel Open UI - First Look

ü Transforms Siebel deployments into a truly
“Open” Platform
ü Prebuilt: Powerful features across desktop
clients and mobile devices
ü Extensible: minimal development and full
transparency.
ü Proven business logic, with a complete
product vision.