siebel ip 2017 · siebel web tools 2018 •no major changes between 17.5 and 18.7 •oracle plans...

SIEBEL 2018Features and Enhancements OverviewAlexander Hansal, Siebel Hub

About Alex

• First contact with Siebel 98

• Joined Siebel Systems Germany in 2001

• Co-Founder of Siebel Hub

• Author, Blogger

• Founded blacksheep IT consulting in 2017

– Specializing in on-premises and Cloud CRM

– alex@blacksheep-crm.com

Agenda

• Continuous Release Model

• Architecture, Installation and Configuration

• Gateway Cluster

• Web Tools and Workspaces

• Migration Application

• Other Features and Enhancements

Continuous Release Model

14.0 14.1 … 14.9 … 14.15 … 14.18

15.0 15.1 … 15.5 … 15.10 … 15.18

16.0 16.1 … 16.5 … 16.12 … 16.19

17.0 17.1 … 18.4 18.5 … 18.12 19.1 …

Until IP 17: Separate, parallel Innovation Packs

Upgrade/IRM

required to get to

next release Siebel 2018 and beyond: Continuous Innovation

Upgrade/IRM to

IP 17Apply Updates to

stay current

“Continuous…”

• No Innovation Packs anymore

– No big feature pack once a year

• Features planned for 2018 will be made available over the year

• Incremental, smaller steps

• Update is the new Patchset

– Binaries: similar to previous patchsets

– Repository: first in 18.7 via Windows command line utility

Oracle Lifetime Support

• “This just in”

How To Install Siebel 2018?

• “No installers on e-delivery.”

• Answer: Get latest Update 18.x from My Oracle Support and install on top of 17.x.

• Still need to upgrade/IRM to IP 17

Architectural Changes• SWSE and 3rd Party Web Server replaced by

Application Interface and tomcat

• Configuration Wizards replaced by Siebel Management Console

• Gateway: Enterprise Configuration Store (siebns.dat) replaced by Apache ZooKeeper

• Fully secured

– All communications via HTTPS/TLS

– Certificate keystore required at installation time

• Native Load Balancing now through tomcat

Obsolete in IP 2017

– SRF(!)

– Web Template Files

– SWSE

– siebns.dat

– eapps.cfg, lbconfig.txt

– Environment Verification Tool (EVT)

– Cloning Utility

Introduced in

IP 17

Application Container

Architecture Comparison

• IP 16 and earlier

Siebel

Server

Siebel Server

Gateway Name

Server

3rd Party Web Server

Web Server Extension

Enterprise

▪ IP 17 and later

Application Interface

Application Container

Cloud Gateway

(REST)

Gateway

Siebel Server

Siebel Server

Enterprise

SMC

ZooKeeperRegistry

siebns.dat

Gateway Cluster

• As of 18.5, Siebel CRM supports native clustering of Siebel Gateway service and Apache ZooKeeper registry.

• Eliminates single point of failure introduced with new architecture

Available with

18.5+

Gateway Cluster Operations

• AI and Siebel Server can make requests to any of the nodes in the Gateway Service Cluster (round-robin)

• Gateway service can make requests to any of the nodes in the Registry Cluster

• If a node fails, connections are made to the remaining nodes.

– Gateway Service: 1 node needs to remain up

– Registry: majority (e.g. 2 of 3) of nodes needs to remain up

• If a node (re)starts it joins the cluster.

Available with

18.5+

Siebel Web Tools

• Siebel Web Application that emulates Siebel Tools

– Read/Write access to Repository object definitions

– Enhanced functionality

– Smart Web Template Editor

– No downtime when publishing configuration changes

– Co-exists with Siebel Tools

– Siebel Tools still required for some tasks

– E.g. Schema changes, Wizards

Introduced in

IP 17

Siebel Web Tools 2018

• No major changes between 17.5 and 18.7

• Oracle plans according to SoD (safe harbour)

– "all functionality currently in Siebel Tools will be provided in Siebel Web Tools“

– New View Designer

– Infolets

– Workspace anything

Planned for

2018

Migration Application

• New browser based unified application

• Uses REST API to invoke classic deployment tools on source and target environments

• Supports end-to-end process orchestration and monitoring

• Full and incremental migration

Introduced in

IP 17

Migration Application 2018

• “Split” Migration

– Segregation of source extract, file transfer and target import

– Rollback Support

– Expectation: Summer 2018

Planned for

2018

What’s Available Today?

• Aggregation of features since 15.5

– Usage Pattern Tracking (UPT)

– Base for IRM enhancements, Test Automation

– REST API

– Foundation of architecture introduced with IP 17

– Inbound and Outbound

– Test Automation

– Desktop Integration Siebel Agent (DISA)

– Java Extensibility on the desktop

– CalDAV/CardDAV

– Standard based Calendar and Contact Sync

Available with

17.0+

Other features and enhancements

• Automated iHelp generation (UPT)

• Enhanced Test Automation

• SMC Server Management

• Open UI: parallel applet load, multi-tab

• Siebel Search: Elastic integration

• Product Configurator ACT

Planned for

2018

Update 18.7

• Released July 16th

• First “Repository Update”

– Run RepositoryUpgrade.exe from Siebel Tools /bin folder after applying Siebel Tools update.

• New Features

– Gateway Cluster GA (was controlled until 18.6)

– D3.js replaces jqPlot for Chart Applets

– SMC: Server Configuration and Accessibility

– New Theme: Sky Blue

– REST API Enhancements (announced but available with earlier versions)

– URL arguments: fields, viewmode, childlinks

Available with

18.7+

More Information

• Siebel Hub Blog

– siebelhub.com/main/category/siebel-2018

• Siebel Hub Blue Book

• Siebel Hub Academy

– siebelhub.com/academy

• Oracle Siebel CRM blog

– blogs.oracle.com/siebelcrm

• Oracle SiebelCRM GitHub

– github.com/OracleSiebel

Siebel on Docker

• Oracle provides instructions and files to build Docker images on GitHub

• Allows for fast evaluation on minimum hardware/Cloud

• New book on Amazon by Alexander Hansal

– Learn how to install asandbox machine usingDocker containers

Thank You!

• Please put questions in the Chat