Holger Herbert

October 2012

8.1.1.9/8.2.2.2:Siebel Open UI Overview

• Overview of Open UI

• Usability 

• Accessibility

• Deployment

• Architecture and Extensibility

Siebel Open UI Topics

Functional FocusIntroducing Siebel Open UI

• 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

Siebel Mobile ApplicationsNative Device Integration

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 

Fully Leverage Existing Investment

Siebel CRM

Process Data Integration

Innovation Pack 2012

Functional FocusOpen UI Usability

• 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

Siebel ActiveX Siebel Open UI

Siebel ActiveX and Open UI Side by Side

• 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

Example of WAI ARIA Landmarks and navigation

• 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

Technical FocusDeployment 

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

Fully Leverage Existing Investment

Siebel CRM

Process Data Integration

Innovation Pack 2012

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)

Technical FocusArchitecture & Extensibility

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

Siebel ActiveX Siebel Open UI

Siebel ActiveX and Open UI Side by SideLimit Impact & Risk

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

Additional Resources:

Oracle Support Document 1499842.1 (Siebel Open UI Best Practices -Deployment Guide) : https://support.oracle.com/epmos/faces/DocumentDisplay?id=1499842.1