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