siebel open ui overview v1.0
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• Overview of Open UI
• Usability
• Accessibility
• Deployment
• Architecture and Extensibility
Siebel Open UI Topics
• Today’s enterprise user expects a modern and engaging application
experience (as per Facebook, LinkedIn, and Twitter)
• Access to CRM data and business processes should not be restricted by
device, browser or operating system ; promoting user adoption and
innovation
• The growing diversity of both web browsers and mobile devices presents
an investment challenge for organisations, who do not want to be ‘locked
in’ to specific platforms
• There is increased legal focus on employee and customer Accessibility;
across both enterprise applications and websites
• The need to customize and flexibly integrate into the enterprise is driven
by user requirements
Today’s User Expectations
Market Drivers
• Optimized user experience
• Deployment characteristics
• Ability to flexibly integrate
Trends
• Standards based browser apps
• Native user experience / HTML5
• Device and platform variety
• JS Performance Improvement
The Changing Enterprise Client Platform
• Gartner highlighted Mobile Sales, Service, Device Storefront
and Intelligent Agent Interface as High Priorities in their
recent “What’s Hot in CRM Application 2012”
• Mobile CRM is a key CRM Priority, with High Tech, Life
Sciences and Insurance as the three industries with the
greatest levels of iPad adoption as of April 2012
• Organisations are under increased pressure to make their
enterprise applications readily available on the latest mobile
devices and innovations
Source: Ed Thompson, Gartner, What’s “Hot” in CRM Application 2012, 04/12
What’s Hot in CRM Applications?
“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 “What’s Hot in CRM Application 2012”, April 2012
• Next generation client for desktop and mobile platforms
• Smart, efficient UI, with a modern look and feel for
• Desktop Browsers on any hardware platform
• Mobile Browsers on any tablet or smart phone
• Highly optimized usability across devices
• Easy to deploy and maintain
• Standards Based
• HTML 5, CSS 3.0
• HTML 4.01, CSS 2.1, JS v1.5
Complete Browser Independence
Siebel Open UI Siebel Mobile Applications
Open UI will be enabled as part of the Siebel Innovation Pack 2012 (maintenance release)
Siebel Mobile Applications will be individually licensed products
Defining the CRM interaction
User Centered
CRM Interaction
User Sentiment comfort,
preferences & familiarity
User Experience
Technology, Clients and
DevicesUsability
Business Logic & Process
DriversUtility
• Builds on technology provided by 55% of the 10,000 most popular consumer web sites for usability
• Capabilities tuned to modern devices and browsers
• Familiar look & feel: uses existing application definition
• Open UI allows Siebel to run in all modern web browsers including
IE9, Chrome, Firefox and Safari.
• The Open UI greatly enhances user experience and productivity;
taking advantage of the latest web innovations with device driven
layouts, intuitive navigation, touch optimization and enhanced
accessibility support.
• Open UI is a natural extension to Siebel, fully leveraging all existing
customer configuration and integration investments. The
framework is also fully extendable, providing customers and
partners with a platform to innovate.
Siebel Open UI
• More functional controls utilizing latest web technologies
• Personalization such as Left Hand Navigation option
• Easy integration with Native browser features such as Bookmarking,
Zoom, Print Preview, Search and Save As
• Enhanced Siebel Controls for Multi Value Group Applets, Date and
Time Pickers, Picklists and Calculator
• Address based Map Integration
• Infinite Scrolling
• Device driven layout for desktop with Touch and Gesture support
when appropriate
• Complements core Siebel components such as Task Based UI
Enhanced User Experience & Productivity
• Less key strokes and clicks, same result:
• Efficient keyboard shortcuts
• Navigation using drill in/out and keyboard arrows as well as tab
/ shift tab
• Designed for accessibility
• Native screen reader support and dynamic content via WAI‐
ARIA
• “Always‐on” Accessibility
• Tries to meet WCAG2.0, mandate 376 & section 508 standards
• Supports OS and browser accessibility features
High Performance Use & Accessibility
• Users can navigate directly to the various
application widgets like Application Menu, Toolbar,
Applet, and so on by using Assistive Technology
shortcut keys.
• Any standards compliant screen reader allows
movement to navigable regions in the Siebel
application, and the user can choose one to land
on it.
• Open UI has marked up a series of landmarks
based on the logical user interface composition:
Landmark Roles
Siebel Open UI Client Timeline & Preparation
20132013
Siebel Fix Pack• Maintenance
Siebel 2012 Innovation Pack• Siebel Open UI 8.1/8.2• Maintenance
• Upgrade to latest Siebel 8.1 or above
• Plan on Innovation Pack 2012 deployment (8.1.1.9)
• Review “Deployment Best Practices” documentation for deployment and development (MOS Document 1499842.1 )
• Import SIF data, modify CFG and Virtual directories
• Add Open UI object Managers and turn them to Open UI mode!
20142014
Siebel 2013 Innovation Pack• Siebel Open UI 8.1/8.2• Maintenance
What will not be delivered in IP2012
Feature Type Description Product Features affectedSES Search Center Advanced Search, Search button Search Center Advanced Search and Search button AllExpression/Rules Designer Design Time: Personalization business rules designer. AllDesktop Inbox Universal Inbox feature. Call centerChat Provides Call center chat Call centerSmartScript Designer Provides ability to design SmartSscript Call centerMarketing Flow chart Organization charts, flow charts Call centerCustomer Dashboard Customer Dashboard and associated button Call center
Gantt Chart Gantt Charts for Siebel Hospitality function-space diary.Consumer Goods, Hospitality, Field Service
SI Applications & self-registration Used for customer and partner portals and self registration Customer facing /SI appsCustomer Order Management (COM): Catalog Navigator, Real Time Shopping Cart View, Sum total for list view, Contact Hierarchy View Customer Order ManagementDispatch Board Dashboard feature for read only use case Field serviceDesktop Signature Capture Control Used for Signature Capture on the desktop Life ScienceInteraction Detailer Interaction Detailer and interactive Detailer button Life scienceMarketing Calendar Used to render the Event schedule Marketing, LoyaltyProgram Designer Designs programs Marketing, LoyaltyHTML & Rich Text Editor Marketing campaign designer for HTML email offers, Web offers, and event web banners. Marketing, LoyaltyMarketing Allocation Manages marketing programs and Campaigns and their stages and segmentation Marketing, Loyalty
OBIEE: Answers, Reports IntegrationBI Publisher/ Siebel Reports provide reports menu and submenus based on the report being registered Reports, Marketing, Loyalty
Barcode Toolbar Reads barcodes SalesFunnel Chart Design Time: sales and sales-phases pipeline analysis charts. SalesRight to Left Language support RTL Language support for ARA and HEB languages AllSiebel Alerts Siebel Alerts AllApplet Location Editor Applet Location Editor and Applet Hide feature All
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
Siebel Open UI Siebel Mobile Applications
Open UI will be enabled as part of the Siebel Innovation Pack 2012 (maintenance release)
Siebel Mobile Applications will be individually licensed products
Standards based Platform Communication, Authentication, Data, Rendering, Mandates
Mobile Desktop
LDAP AUTH.
Connected Disconnected Connected
HTML 4.01/5
JavaScript 1.5
CSS 2.1/3.0
JavaScript 1.5
Siebel Web Server
HTML 4.01/5
CSS 2.1/3.0
HTTP/ SSO AUTH Web Services
HTTP1.1
SSL/TLS
TCP/IP
HTTPS 1.1
Section 508
WCAG2.0 AA
Mandate 376
HIPPA
CC (DOD)
Title 21 CFR Part 11
PCI
Open UI Rendering Framework supports incremental platform improvementsImages/icon – adds new/refreshed
icons/imagesWeb Templates – adds new easy to use
templates with modern designJavascript API - New API to allow open
extension of functionalityStyleSheets - New CSS for Open UI for
granular controlTransparent, open platform
Open UI – Value-add for the developer
Understanding DeploymentCharacteristics & 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)
30
Architecture: Before
Clients
Corporate Data
Application Servers
Web Servers
Web Client
Siebel Web Server
Extension
Web Server
Siebel Enterprise ServerSiebel Server(s)
Siebel DBServers
Object Manager
Data Manager
AuthenticationServer
ExternalSystems
Wireless Web
Object ManagerData Manager
Local DB
Handheld
Local DB
Web Wireless Mobile Handheld
31
Architecture: After
Clients
Corporate Data
Application Servers
Web Servers
Web Client
Siebel Web Server
Extension
Web Server
Siebel Enterprise ServerSiebel Server(s)
Siebel DBServers
Object Manager
Data Manager
AuthenticationServer
ExternalSystems
Web Mobile
Dyn
amic
Web
Ser
ver
Stat
icSe
rver
by
App
/ Web
Ser
ver
Clie
nt
Brow
ser
HTML Composition
Conditional RenderingLayout
Siebel Web Templates
Styling
Style Sheets
Siebel Object Manager
Styling
Style Sheets
Layout
HTML Composition
Conditional Rendering
Siebel Web Templates
ActiveX Proxy
Siebel HI Client
JavaScript UI Controls
JavaScript Library
JQuery Library
JavaScript Proxy
Siebel Open UI
Layout Data & Data bindings
ActiveX UI Controls
Siebel Tools Configuration
JavaScript Extension API
Custom Browser Scripts
Design Time
Compiled
Customisation
Configurable Runtime
Custom Browser Scripts
Siebel ActiveX Siebel OpenUI
Behind the scenes
Tools/SRF Web Templates Server Scripting Server Integration
Open UI Framework
Desktop Controls Mobile Controls
Base Open UI Framework
CustomCSS StylingCSS Styling
Physical RendererExtensionPhysical Renderer
Presentation ModelExtensionPresentation Model
Client Proxy
JavaScript
render the data
formats the data and applies logic
holds runtime & meta data
Support of Standards, TroubleshootingTools 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.
• TCO/Deployment
• Fully Leverage Existing Siebel Investment in business users
• Single Platform, connected, disconnected, desktop, mobile
• No complex deployment (ActiveX or Java) for end users.
• Integration Platforms
• Any browser that meets web standards
• Simplified web and enterprise integration with superior end
user outcomes.
• User Experience
• Productivity and ease by use of intuitive paradigm
• Accessibility for employees partners and customers
• Leading edge mobile device access
Key Takeaways
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