Professional Documents
Culture Documents
Release Guide
Version 7.8.2, Rev. X
December 2009
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Contents
Loyalty 302
Marketing 303
Mobile Solutions 303
Sales 303
Service 304
Siebel eMail Response 304
Universal Customer Master 305
User Interface 305
Resolved Change Requests in the Siebel 7.8.2.12 Fix Pack 307
Call Center 307
Comm Media Energy 308
Connectors / EAI 308
Consumer Sector 309
Customer Order Management 309
Data Quality 311
Financial Services 311
General 311
iHelp 316
Life Sciences 316
Mobile Solutions 317
Public Sector 319
Sales 319
Service 324
Siebel eMail Response 324
User Interface 325
Resolved Change Requests in the Siebel 7.8.2.11 Fix Pack 326
Analytics 326
Call Center 326
Web Service 326
Comm Media Energy 327
Connectors / EAI 329
Consumer Sector 329
Customer Order Management 330
General 331
Life Sciences 335
Loyalty 336
Marketing 337
Mobile Solutions 337
Sales 338
Service 338
Siebel eMail Response 339
Universal Customer Master 339
December 2009
Version 7.8.2, Rev. X
NOTE: The Siebel 7.8.2.15 Fix Pack will provide support for Actuate 8 on the HP platform. However,
both this Fix Pack and 7.8.2.14 QF0E01 will only be available through the end of 2009.
Only ENU seed data files were provided in the Oracle Business Intelligence Publisher enhancement.
LMU files and seed data were not provided.
1 Create language specific list of values by copying the ENU records for the following LOV values
and then modifying the display value:
❏ XMLP_RPT_OUTPUT_TYPE
❏ XMLP_RPT_SCHEDULE_MODE
2 In Siebel Tools, query for symbolic strings added from the patch with prefix SBL_*.
3 Add foreign language translations for the new symbolic string objects.
Table 1. What’s New in Siebel Maintenance Release Guide, Version 7.8.2, Rev. X
Topic Description
Enhancements and Updates in 7.8.2.x Updated sections with Siebel 7.8.2.14 Fix Pack
Fix Packs information for the 7.8.2.14 prerelease.
This guide also provides information, instructions, and guidelines for installing Oracle’s Siebel
Business Applications version 7.8.2 as a maintenance release (patch) on top of an existing 7.8.x
installation, installing version 7.8.2.x Fix Pack releases on top of version 7.8.2, and installing
languages packs provided with version 7.8.2.
Use this Maintenance Release Guide in conjunction with Siebel Bookshelf documents such as the
Siebel Installation Guide for the operating system you are using.
NOTE: This Maintenance Release Guide is updated to include the latest version 7.8.2.x Fix Pack
release. The latest version 7.8.2.x Fix Pack release available at publication time is version 7.8.2.14.
Verify the availability and applicability of all Fix Pack or Quick Fix releases with Siebel Technical
Support before you install.
The information contained herein supersedes, for warranty and other purposes, the contents of all
other documentation that may accompany this product, including the following:
■ Siebel System Requirements and Supported Platforms on Oracle Technology Network (http://
download.oracle.com/docs/cd/E11886_01/srsphomepage.html).
This Maintenance Release Guide contains information about how to install the maintenance release.
It also contains the most current information on product configuration issues and workarounds for
your application. Note that there may be references to functionality, products, platforms, and
language support in this document that are not available as part of the products that your
organization has licensed. Consult Technical Support on OracleMetaLink 3 with questions regarding
the applicability of Maintenance Release Guide items to your deployment.
A Fix Pack release is a four-digit release that can be installed as a patch release on top of any prior
release in the same series, such as on top of 7.8.2 or 7.8.2.1. In this guide, Fix PackFix Packs in the
series 7.8.2.1, 7.8.2.2, and so on, are collectively referred to as 7.8.2.x. Most references to version
7.8.2.x refer to the latest Fix Pack release.
In general, the terms version and release are used interchangeably in this guide.
The Siebel Image Creator utility creates or updates an installation image on your network, from
which you install Siebel applications. This is also called a network image or a Siebel image.
Installation Scenarios
Instructions in this guide apply in the following scenarios:
■ Installing version 7.8.2 and version 7.8.2.x (patching existing 7.8.0 (Developer Release) or
7.8.1.x (Limited Release) installation)
Version 7.8.2.x Fix Pack releases are cumulative and do not need to be installed sequentially. For
example, you can install version 7.8.2, then install the latest version 7.8.2.x Fix Pack. You do not
have to install any prior 7.8.2.x Fix Pack before installing the latest 7.8.2.x Fix Pack. You can install
any later version 7.8.2.x Fix Pack on top of a prior 7.8.2.x Fix Pack.
For detailed information about these scenarios, see Installation Overview. Full installation of version
7.8.2 is covered in Installation Instructions for 7.8.2.x Fix Packs. This section provides information
about installing version 7.8.2 (as a patch release) and version 7.8.2.x releases, installing additional
languages provided with version 7.8.2, and postinstallation tasks you may need to perform.
Additional Documentation
Oracle reserves the right to modify the documentation for Siebel Business Applications at any time.
Product Documentation
Oracle reserves the right to modify the documentation for Siebel Business Applications at any time.
For Siebel documentation, see Oracle MetaLink 3 (https://metalink3.oracle.com and the Siebel
Bookshelf for Oracle's Siebel Applications Version 7.8 (http://download.oracle.com/docs/cd/
B31104_02/homepage.htm) on Oracle Technology Network (OTN).
NOTE: There were no Quick Fixes merged into the Siebel 7.8.2.14 Fix Pack.
CAUTION: If you do not see your Quick Fix number in the table, do not install the latest 7.8.2.x Fix
Pack. This list is updated as new Fix Packs are released. Wait until your Quick Fix appears in the table
before applying the latest Fix Pack. If you have questions, contact Global Customer Support or your
Oracle representative.
■ Enables scheduling.
■ Provides a new Web service to support the new BI Publisher security model.
Feature Enhancement
or Certification # Feature Enhancement or Certification Description
ACR 266/ACR 277 Supports starting the ChartWorks engine with QuickStart.
ACR 369 Provides support for Outlook Embedded Calendar on Outlook 2007.
Feature Enhancement
or Certification # Feature Enhancement or Certification Description
Feature Enhancement
or Certification # Feature Enhancement or Certification Description
ACR 302 Enhances the “Generate Hierarchy” button performance so that it can
process a large number of records.
ACR 409 Provides support for Microsoft Office 2007 with Document Server and
Siebel Search.
Feature Enhancement
or Certification # Feature Enhancement or Certification Description
ACR 460 NOTE: This enhancement extends the functionality provided by ACR
389 to provide support for SIA.
Please note that there is a known issue associated with ACR 460. For
more information, see “Instructions for FR 12-1CY8FKI” on page 257.
Feature Enhancement
or Certification # Feature Enhancement or Certification Description
ACR 389 NOTE: This enhancement applies for Siebel 7.8.2.x SEA only.
ACR 391 Resolves a problem where having the EXISTS operator in the
searchspec field of the UI Data Web Service causes an error.
Feature Enhancement
or Certification # Feature Enhancement or Certification Description
ACR 427 Allows the Turkish i-dot character to be handled correctly in data
queries.
Feature Enhancement
or Certification # Feature Enhancement or Certification Description
ACR 379 Corrects an issue where when the splash screen is activated, and any
windows with the WS_POPUP style are also activated regardless of
whether or not the windows are created by the Siebel application.
Feature Enhancement or
Certification # Feature Enhancement or Certification Description
ACR 347 ACR 347 provides Personalized Content Delivery. It includes the
following enhancements:
Feature Enhancement or
Certification # Feature Enhancement or Certification Description
■ STN#
■ PMA/510(k)
■ PMA/510(k)
ACR 365 Allows Campaign loads between Siebel 7.7 or 7.8 and Oracle
Business Intelligence Enterprise Edition 10.1.3.2.
Feature Enhancement or
Certification # Feature Enhancement or Certification Description
ACR 190B Provides a parameter to allow the driver to selective turn on/off
the proxy connection, as well as a parameter to determine
whether proxy information should be cached and be used later
or not.
ACR 264 When users click the Find button to search for records, the
application returns incorrect records and then crashes.
ACR 275A/B Allows the Siebel High Interactivity client to smoothly process
HTML responses.
Feature Enhancement
or Certification # Feature Enhancement or Certification Description
ACR 190 Provides hosted CRM functionality with Enterprise applications running
on Windows.
ACR 269B Provides support for Lotus Notes 7 for Siebel Client Sync.
ACR 288 Supports multiple NQHOST parameters for Mobile and Enterprise
Analytics.
ACR 310 Resolves a problem where users are able to access data that should
not be visible to someone in their position.
ACR 323 Allows users to be able to access the Report Server screen using
Mozilla FireFox 1.5.0.1.
ACR 327 ACR 327: New module for Communications, Media, and Energy. The
module provides the ability to mass-generate orders for a group of
assets that are based on a set of common actions. Please note that this
is an optional module that requires additional licensing and installation
files. Please contact your client manager for details.
ACR 329 Allows EAI HTTP transport to support client authentication via a SSL
client certificate.
ACR 331 Backports Siebel Customer Order Management version 8.0 Catalog,
Asset, Pricer, and CFG broker Web Services to Siebel 7.8.2.5, and also
backports the core framework (Hierarchy and EAI IO to XML
Converter) to support the ability to subscribe to catalogs, customer
assets, and prices from an external application as a service.
ACR 335 Provides SNAC support for Microsoft SQL Server 2005.
ACR 365A Certifies RTD 2.2 with Siebel 7.8.2.5 for HP-UX.
ACR 365B Certifies RTD 2.2 with Siebel 7.8.2.5 for Windows.
Feature Enhancement or
Certification # Feature Enhancement or Certification Description
ACR 255 Provides the ability to create separate association records in the
intersection table for the same child table record, based on the
user key in the intersection table.
ACR 305 Ports Siebel Handheld 7.8.2, 7.7, and 7.5 to Windows Mobile 5
and certifies HP hx2790 and Dell X51.
ACR 320 Provides SSL Accelerator support for high-interactivity mode and
standard-interactivity mode clients.
Feature Enhancement or
Certification # Feature Enhancement or Certification Description
ACR 263 ACR 263 resolves the following issues with Territory
Management:
Feature Enhancement or
Certification # Feature Enhancement or Certification Description
ACR 279 Supports the Hebrew (HEB ) code page for the Siebel Client Sync
product.
ACR 290 Allows the BAPI Wizard to use the UCLEN=01 argument for the
'DDIF_FIELDINFO_GET' call in SAP R/3 version 4.70 and higher.
Feature Enhancement or
Certification # Feature Enhancement or Certification Description
ACR 249 Improves the Data Quality Universal Connector to provide better
integration to third-party data quality solutions. The enhanced
Universal Connector is certified with FirstLogic IQ8 data
cleansing and matching technologies.
Feature Enhancement or
Certification # Feature Enhancement or Certification Description
ACR 261 Adds a new Applet User Property called TriggerFindRecord.
ACR 273A Backports the Siebel Test Express Repository API feature.
Feature Enhancement or
Certification # Feature Enhancement or Certification Description
ACR 121 Certifies Microsoft Windows XP Tablet PC Edition 2005 for the
Siebel 7.8.2 High Interactivity client and Mobile Web Client.
Signature Capture using Tablet PC in the Siebel ePharma
application is only supported with the 7.8.2.1 Fix Pack or higher.
ACR 147 Given that SSL is configured for the Web server and Siebel Web
Server Extension, when the Web server attempts to find the
appropriate component to respond to a user request, the initial
message is now encrypted using SSL.
ACR 152 Allows a log file to be opened or copied if the client is running or
hung, and makes the format of the log entries similar to server
logs.
Feature Enhancement or
Certification # Feature Enhancement or Certification Description
■ Applet and List tags can now print data tables even when
there is no record
Table 16 lists the enhancements and updates added between version 7.8.1 and version 7.8.2.
Product Administration
Attribute Eligibility
Support for Attaching Custom ■ Allows customers to attach See the section about
Eligibility Procedures to eligibility procedures attributes and the section
Attributes (workflows) to attributes. about eligibility in Siebel
Product Administration Guide
Each attribute can have its own
on the Siebel Bookshelf.
eligibility procedure or several
attributes can use the same
eligibility procedure.
Ability to Write Aggregate ■ Allows administrators to write See the section about
Eligibility and Compatibility eligibility and compatibility rules eligibility in Siebel Product
Rules at the Product, Product Line, Administration Guide on the
and Product Class level, as well Siebel Bookshelf.
as to mix Product Line, Product,
and Product Class inside
compatibility rules.
Pricing Management
Enhanced Runtime UI ■ New pricing views for Quotes, See the section about the
Orders, and Agreements provide Discount Negotiation view in
a Discount Negotiation Siebel Order Management
framework for sales users. Guide on the Siebel
These views provide insight into Bookshelf.
price calculations, and expose
the logical progression from a
starting price to the final net
price, per corporate pricing
policies. Visibility into these
calculations allows sales users
to negotiate within corporate
guidelines and provide any
additional discounts necessary
to make sure that a deal is
closed.
Quote and Order Verify ■ The Verify, Validate, and Verify See the section about
Enhancements Promotion buttons have been verifying quotes in Siebel
combined into one button called Order Management Guide on
“Verify” for the Quote, Order, the Siebel Bookshelf.
and Agreement headers.
Siebel eSales
Enabled Dynamic Pricing and ■ The Catalog applies Dynamic See Siebel eSales
Eligibility and Compatibility Pricing and specialized filtering Administration Guide on the
Processes dependent on the value of the Siebel Bookshelf.
Eligibility and Compatibility
mode.
2 Accept all default values for the installation except for JVM version. Only Sun Java JRE 1.4.x has
been certified.
3 Be certain to pair the WebLogic JVM and Siebel JVM minor versions the same. For example: 1.4.2-
04.
4 Set up the new server configuration for your BEA WebLogic Application Server.
While setting up, you will be prompted for a username and password.
5 Once this has been done, you should have new directories in your
<bea_install_dir>\user_projects\domains directory. You need to verify thatmydomain directory
is created. (Under this myserver, applications and other scripts should be present.)
6 Assuming that weblogic is installed under C:\bea, for starting web logic, open a command
window, go to C:\bea\user_projects\domains\mydomain, and execute StartWebLogic. Once web
logic server is up, it shows "RUNNING MODE".
7 Once web logic is in RUNNING MODE, you can open the Admin console. To do that, open the
Internet explore window, use the following URL: http://localhost:7001/console. To log in, use
system/resource as the username/password.
8 If you are able to perform all the above tasks, your WebLogic set up is complete.
NOTE: You have to execute stopWeblogic.cmd for stopping the WebLogic server. This batch file
is located under C:\bea\user_projects\domains\mydomain.
keytool -export -alias servercert -storepass changeit -file Rit_server.cer -keystore Rit.jks
The trust keystore is used whenever the server will accept or make two-way SSL calls-that is, when
both the server and client present certificates. In most cases, Web applications use one-way SSL;
the server presents a certificate, and the browser chooses to accept or reject the certificate. In two-
way SSL, the server presents its certificate and asks the client to present a certificate as well. When
the server receives the client's certificate, it uses the trust keystore to determine whether to trust
the issuer of the client certificate.
Configuring WebLogic
Use the following procedure to configure WebLogic.
To configure WebLogic
1 Start by going to the WebLogic console. If you accept the default settings when you install your
domain (the place where you'll run servers and deploy code), the admin port is 7001. For
example, my admin server is found here: http://localhost:7001/console
2 In the left pane, click the plus (+) next to the Servers link to display a list of all the servers
available in the domain. This example uses the admin server, usually named myserver in a
default configuration.
3 Click your admin server to display its configuration in the right pane. On the Configuration tab,
click the Keystores & SSL tab.
CAUTION: Warning: By default, WebLogic ships with demo certificates for testing purposes.
However, you should not use these certificates should not be used for a production site. One
reason is because every WebLogic installation has a set of these certificates. Although each set
is different, which minimizes the risk of someone getting a copy of your private key, the
certificates are not issued by a commercial certificate authority. This can present two problems:
Almost no browsers will trust your certificates, and these certificates come with no assurances.
Therefore, it is recommended that you use a commercial certificate authority rather than demo
certificates.
This example specifies a custom-made keystore for the configuration. Click the Change link in
the upper-right portion of the configuration items. Figure 4 shows the resulting drop-down list of
options for configuration:
■ Demo Identity and Demo Trust. These are the certificates that were mentioned previously.
The Demo Trust contains the root certificate for the demo certificate authority. By default, if
you are using Node Manager, the demo certificates are used.
■ Custom Identity and Java Standard Trust. The custom identity is a keystore that you create.
The Java Standard Trust refers to the trusted keystore included in most JDKs. In the Sun JDK
and BEA's JRockit JVM, you can find a file called cacerts in jre/lib/security directory. The
password to this keystore is changeit.
■ Custom Identity and Custom Trust. This is the same identity configuration as above, but with
this option you also provide a custom trust. If your server is engaging in two-way SSL calls
as a client or a server, the custom trust is how your server will determine whether it should
trust the certificate that the peer presents. If you are accepting client certificates, it is a good
idea to build your own trust. This limits the certificates that can be presented to ones that
are issued by the certificate authorities of your choice. The cacerts file has approximately 30
root certificates. If you are only trying to establish one-way SSL, you needn't worry about
this option or the next.
■ Custom Identity and Command Line Trust. This is the same identity as was previously
discussed, but this time the trust will be supplied on the command line. This option can be
useful if you will switch trusts often and do not want to continually use the console or edit
the config.xml file.
5 Choose Custom Identity and Java Standard Trust from the list.
Within this document, Custom Identity and Java Standard Trust will be used.
The Keystore Type entry refers to the provider of the keystore structure. If you did not create
the keystore yourself, ask the provider what the type is. In most cases, it will be JKS, which is
Sun's implementation. Then, enter the password for the keystore. (Do not confuse this with your
private key password, which will be entered later.)
7 Enter the Java Standard Trust password. Unless you or your system administrator changed it,
the password will be changeit. Click Continue.
8 On the following screen, enter the private key alias. This is the unique identifier in the keystore
for your private key.
Remember that the password for the private key may differ from the one for the keystore. One
keystore can contain more than one key, so keystore may not be your alias.
Testing Configuration
The following procedure describes how to test the configuration.
To test configuration
1 Stop your server and edit your startWeblogic.cmd or startWebLogic.sh file. You need to change
the logging level of the server, enable debugging to the standard output, and set the logging level
to Info. These actions can be performed through the console, but there is a specific SSL
debugging flag that can only be set through the script, so it may be best to modify the start script
for the other settings through the console as well.
3 After you have made these changes, restart the server. If the flags have been added correctly,
the server begins producing a lot of output. To confirm that the flags have been accepted, check
the text at the beginning of the output at startup for the following:
***************************************************
* console at http:\\[hostname]:[port]\console *
***************************************************
<Mar 6, 2005 12:45:41 PM MST> <Debug> <TLS> <000000> <Enabled muxing IO for SSL in
server>
How can you tell if your keystore is loaded? Look for the following in the debugging
output:
<Mar 6, 2005 1:23:02 PM MST> <Debug> <TLS> <000000> <SSLManager: getting server
private key>
<Mar 6, 2005 1:23:02 PM MST> <Notice> <Security> <BEA-090170> <Loading the private
key stored under the alias servercert from the jks keystore fi
le D:\MyData\solutions\my_keystores\verisign-example\verisign-keystore.jks.>
<Mar 6, 2005 1:23:02 PM MST> <Notice> <Security> <BEA-090171> <Loading the identity
certificate stored under the alias servercert from the jks keystore file
D:\MyData\solutions\my_keystores\verisign-example\verisign-keystore.jks.>
Additionally, the end of the output will contain more information about whether the configuration
changes were successful:
>
...
4 Try to access your server over the SSL port. The easiest way to test this is to access the console
over the secure port: http://localhost:7002/console.
2 Start server manager (without starting Siebel server) srvrmgr /g localhost /e siebel /s
<hostname> (sdchs20N172) /u <username> /p <password> /s <hostname>
{BEA.HOME}weblogic.jar
webserviceclient+ssl.jar
jsafeFIPS.jar
license.bea
Siebel.jar
SiebelJI_xxx.jar
jndi.properties
2 Go to mydomain -> Services -> JMS -> Connection Factories, and click on the "Configure a new
JMS Connection Factory" link on the right panel. You can also directly click the JMS connection
factory link in the Service Configurations section in the right panel.
3 Type "<Connection_Factory_name>" in the "JNDI Name" field, and keep the default values in all
other fields. Click "Create".
4 In "Target and Deploy" tab, check "myserver" and click the "Apply" button.
5 Go to mydomain -> Services -> JMS -> Stores, and click on "Configure a new JMS File Store" link.
6 Type "D:\JMSFile" in the directory field. Create this directory if it is not there yet, and then click
"Create" button, and then click the "Apply" button.
7 Repeat Step 5 and Step 6 to create another File Store, and give D:\JMSPage as the directory.
8 Go to mydomain -> Services -> JMS -> Servers, and click on "Configure a new JMS Server".
9 In the "Persistent Store", pick "MyJMS File Store", in the "Paging Store", pick "MyJMS File Store-
1", and then click the "Create" button.
12 Type "<Send_Queue_Name>" in the "JNDI Name" field, click the "Create" button, and then click
the "Apply" button.
13 Create a file using Notepad, put the following two lines in the file, and save it as "jndi.properties"
file under a testing directory (e.g. D:\JMS ):
java.naming.factory.initial=weblogic.jndi.WLInitialContextFactory
java.naming.provider.url=t3s://<server_name>:7002
14 Start a Siebel application such as Call Center) and go to the business service simulator.
15 Click the New button, and specify the name of business service as "EAI JMS Transport", and the
Method name as "CheckAll".
16 Go to the child form and click New Record. Specify the parameter as
ConnectionFactoryName,ConnectionPassword, ConnectionUsername,SendQueue and so forth.
The Java Browse Queue, a JNDI browser, can be very helpful in debugging JMS Connectivity
issues.
Configuration Setup
The following files are necessary for implementing ACR 252:
■ ACR_252_High_Miles_Changes.xls
■ ACR_252_Repository_Changes.xls
■ ACR_252_schema.xls
Schema Setup
1 In Siebel Tools, navigate to Object Explorer.
LOV Setup
1 In Siebel Tools, navigate to Screen > System Administration > List of Values.
2 Enter the LOVs listed for Member Tier Status, Member Tier Level Attributes, Transaction
Attributes and Criteria as specified in the LOVs worksheet in Repository Changes.xls.
NOTE: Not all of the LOVs have the same language-independent value as the language-
dependent value. These values should be entered as-is according to the spreadsheet. You do not
need to enter the LOVs if they are already present.
2 Click on Business Component, and query for each Business Component specified in the BC Fields
worksheet within Repository Changes.xls.
3 For each Business Component, check to see if the Business Component already exists. If it does
not, you will need to create it.
4 Click on the Join item of the Business Component. If the Join and Join Specification already exist,
modify them. If they do not already exist, add new Join and Join Specifications for the Business
Component.
5 Click on the Field item of the Business Component, and modify the existing fields. If the fields
do not exist, add new fields. Add a Pick Map for the field, if one is required.
6 Click on the Business Component User Property item of the Business Component. If the item
already exists, modify it. If it does not already exist, add a new Business Component User
Property using the information listed in the BC User Props worksheet within Repository
Changes.xls.
2 Query for each Business Service specified in the Business Service worksheet within Repository
Changes.xls.
3 Click on the Business Service Method item of the Business Service. If the item already exists,
modify it. If it does not already exist, add new Business Service Method and Business Service
Method Arguments listed in the Business Service worksheet within Repository Changes.xls.
4 Click on the Business Service User Prop item of the Business Component. If it already exists,
modify it. If it does not already exist, add the new Business Service Method and Business Service
Method Arguments listed in the Service User Props worksheet within Repository Changes.xls.
Link Setup
1 In Siebel Tools, navigate to Object Explorer.
2 Click Link, and query for the Link specified in the Links worksheet within Repository Changes.xls.
If the Link already exists, modify it. If it does not already exist, add the new Links listed in the
Links worksheet within Repository Changes.xls.
2 Query for the Business Object specified in the BO Changes worksheet within Repository
Changes.xls.
3 Click on the Business Object Component item of Business Object. If the item already exists,
modify it. If it does not already exist, add a new Business Object Component for the Business
Object listed in the BO Changes worksheet within Repository Changes.xls.
4 Click on the Business Service User Prop item of the Business Component. If the item already
exists, modify it. If it does not already exist, add the new Business Service Method and Business
Service Method Arguments listed in the Service User Props worksheet within Repository
Changes.xls.
2 Click on Symbolic Strings, and add the new Symbolic Strings specified in the Symbolic Strings
worksheet within Repository Changes.xls.
Applet Setup
1 In Siebel Tools, navigate to Object Explorer.
2 Click on Applet, and query for the Applets specified in the Applet Changes worksheet within
Repository Changes.xls.
3 Click on the List Column item of the Applet, and modify the item if it exists. If it does not already
exist, add a new List Column for the Applet listed in the Applet Changes worksheet within
Repository Changes.xls and add it to any available column in the Web template.
4 Click on Applet toggle item of the Applet, and modify the item if it exists. If it does not already
exist, add the new Applet toggle listed in the Applet Changes worksheet within Repository
Changes.xls.
Program Setup
Refer to the High Miles Changes.xls document for instructions about setting up Program
configuration. These are the suggested program changes to illustrate how this feature should be set
up. However, the actual implementation may vary.
LOV Setup
1 Within Siebel Loyalty, navigate to Site Map > Administration Data > List of Values.
2 Verify that all the LOVs are listed for Member Tier Status, Member Tier Level Attributes,
Transaction Attributes, and Criteria.
3 Navigate to the Go To Program Level Attributes view, and then to the LOY Program Member
Attributes view.
4 Click the New button to add the Member Attributes listed in the Program Level Attributes work
sheet within High Miles Changes.xls.
5 Navigate to Member Tier Attributes 3LN, and click the New button to add the Member Tier
Attributes listed in the Program Level Attributes worksheet within High Miles Changes.xls.
6 Navigate to Transaction Attributes 3LN, and click the New button to add the Transaction
Attributes listed in the Program Level Attributes worksheet within High Miles Changes.xls.
2 Drill down on Program Id, click on the Tier Class tab, and navigate to the LOY Program Tier Admin
view.
3 Select HM Tier Class 2 and navigate to the LOY Tier List Applet - Admin bottom applet.
4 Drill down on each Tier Id, which will take you to the LOY Promotion Rules View - Admin view.
5 Click the Modify button and add the related Rules, Action and Criteria specified in the Tier Rule
worksheet within High Miles Changes.xls.
2 Drill down on Program Id, click on the Promotion tab and navigate to the LOY Program Tier Admin
view.
5 Add related Rules, Action and Criteria specified in the Admin - Retro Accruals worksheet within
High Miles Changes.xls.
2 Drill down on Program Id, click the Promotion tab, and navigate to the LOY Program Tier Admin
view.
5 Click the Modify button and add the related Rules, Action and Criteria specified in the Admin -
Cancellation worksheet within High Miles Changes.xls.
■ Client DB.sif: SIF for Workflow Policy changes. Importing this file is optional.
■ Repository.sif: SIF that includes all repository changes. Importing this file is optional, but note
that if you use the configuration instructions document to implement the repository changes, and
then import Repository.sif, importing the file will overwrite any configurations that you have
made to the repository changes.
■ Workflows.zip: This file contains an export of the workflows associated with ACR 263. Importing
this file is optional.
■ Tables.sif: Although importing the preceding files is optional, you must import this SIF. Itis
necessary to keep the schema in sync with future Siebel releases.
Tools.cfg
Change a parameter in tools.cfg (Original: SymStrPrefix = X_) to SymStrPrefix = SBL_
Applets
To implement ACR 263, you must make changes to the applets listed in the following section.
New or Changed
Name Value Name Value
■ Class: CSSFrameList
■ Update the existing applet by adding a new List Column. You also need to add this new List
Column item to the Applet Web Template, as shown in the following table.
List Column
Pick
Name Field Applet String Reference
■ Class: CSSSWEFrameList
Update the existing applet by adding the new List Columns as shown in the following table. You
must also add these new List Column items to the Applet Web Template and set the "Runtime"
property for List Column "From Territory Identifier" to TRUE.
List Column
Pick
Name Field Applet String Reference
■ Class: CSSSWEFrameList
Update the existing applet by adding new List Columns as shown below. Also need to add these
new List Column items to the Applet Web Template and set the "Runtime" property for List
Column "From Territory Identifier" to TRUE.
List Column
Pick
Name Field Applet String Reference
■ Class: CSSSWEFrameList
Update the existing applet by adding new List Columns as shown below. Also need to add these
new List Column items to the Applet Web Template and set the "Runtime" property for List
Column "From Territory Identifier" to TRUE.
List Column
Pick
Name Field Applet String Reference
■ Class: CSSSWEFrameList
Update the existing applet by adding new List Columns as shown below. Also need to add these
new List Column items to the Applet Web Template and set the "Runtime" property for List
Column "From Territory Identifier" to TRUE.
List Column
Pick
Name Field Applet String Reference
■ Assignment Attribute
Assignment
Attribute
Use
Name Data Type Range
Division Varchar N
List Column
■ Assignment Criteria
Assignment
Criteria
Display
Name Name Team
Division Division Y
Assignment
Criteria Attribute
Business Component
■ Alignment
■ Class: CSSBCAlignment
■ Table: S_TERRALGN
Add four new fields and update the Link Specification for the 'Division Id' field, as shown in the
following table:
Fields
Link
Name Join Column Type Specification
Division Id DIVISION_ID Y
Add two new calculated fields, Read Only Assignment Position and Is Read Only 3, and modify
existing calculated fields, as shown in the following tables:
Fields
Enable Flag for NOT [Is Read Only] AND [Status] <> Y N
Run Alignment LookupValue("ALIGNMENT_STATUS",
"Alignment Activation Failed")
Enable Flag for IIF([Status] = Y N
Undo Activation LookupValue("ALIGNMENT_STATUS",
"Scheduled") OR [Status] =
LookupValue("ALIGNMENT_STATUS",
"Activation Tasks Not Started") OR [Status] =
LookupValue("ALIGNMENT_STATUS",
"Alignment Activation Failed"), "Y", "N")
Fields
Join
Outer
Table3 Alias Join
S_USER Locked By Y
Join
Specification
Destination Source
Name Column Field
Change the Named Method 3 User Property and add eight new User Properties, as shown in the
following table:
User Properties
User Properties
■ Alignment Condition
■ Class: CSSLSBCAlignCondition
■ Table: S_TERRALGN_COND
Update the existing Business Component by adding new joins, new Fields and Business
Component User Properties, as shown in the following tables:
Join
S_ORG_EXT S_ORG_EXT Y
Join
Specification
Destination Source
Name Column Field
Fields
Picklist
Name Field Field Constrain
Condition Name
Division Name
Alignment Territory Y
Hierarchy Id Hierarchy
Id
User Properties
New or
Changed? Name Value
■ Table: S_TERRALGN_ACCT
Fields
From FROM_TERR_ID
Territory Id
Picklist
Name Field Field Constrain
Territory Division Y
Division Id Id
Destination
Alias Table Outer Name Column Source Field
User Properties
New or
Changed? Name Value
■ Table: S_TERRALGN_CON
Fields
From FROM_TERR_ID
Territory Id
Picklist
Name Field Field Constrain
Territory Division Y
Division Id Id
Destination
Alias Table Outer Name Column Source Field
User Properties
New or
Changed? Name Value
■ Class: CSSBCAlgnComponent
■ Table: S_TERRALGN_REGN
Fields
Picklist
Name Field Field Constrain
Territory Division Y
Division Id Id
Destination
Alias Table Outer Name Column Source Field
User Properties
New or
Changed? Name Value
New Field Read Only Field: From Disable From Territory Field
Territory Identifier
■ Class: CSSBCAlgnComponent
■ Table: S_TERRALGN_ZIP
Fields
Pick
Name Column Join List Calculated Value
From FROM_TERR_ID
Territory Id
Picklist
Name Field Field Constrain
Picklist
Name Field Field Constrain
From Territory Display
Name Name
Territory Division Y
Division Id Id
Destination Source
Alias Table Outer Name Column Field
User Properties
New or
Changed? Name Value
New Field Read Only Field: From Disable From Territory Field
Territory Identifier
■ Class: CSSBCAlgnComponent
■ Table: S_TERRALGN_PSTN
User Properties
New or
Changed? Name Value
Changed Parent Read Only Field Alignment Read Only Alignment Position
■ Table: S_PARTY
Modify the Join Specification for the S_TERR_REGION join, as shown in the following table:
Destination Source
Alias Table Outer Name Column Field
Class: CSSBCBase
Table: S_TERRALGN_PSTN
Search Specification: [Rule Effective Start Date] <= [Alignment Activation Date] AND ([Rule
Effective End Date] > [Alignment Activation Date] OR [Rule Effective End Date] IS NULL)
Fields
Territory Id TERR_ID
Destination Source
Alias Table Outer Name Column Field
Class: CSSBCBase
Table: S_TERRALGN_PSTN
Search Specification: Search Specification: [Rule Effective Start Date] <= [Alignment Activation
Date] AND ([Rule Effective End Date] > [Alignment Activation Date] OR [Rule Effective End Date] IS
NULL)
Fields
Territory Id TERR_ID
Destination Source
Alias Table Outer Name Column Field
Class: CSSBCBase
Table: S_TERRALGN_PSTN
Search Specification: Search Specification: [Rule Effective Start Date] <= [Alignment Activation
Date] AND ([Rule Effective End Date] > [Alignment Activation Date] OR [Rule Effective End Date] IS
NULL)
Fields
Fields
Territory Id TERR_ID
Destination Source
Alias Table Outer Name Column Field
Class: CSSBCBase
Table: STERRALGN_PSTN
Search Specification: Search Specification: [Rule Effective Start Date] <= [Alignment Activation
Date] AND ([Rule Effective End Date] > [Alignment Activation Date] OR [Rule Effective End Date] IS
NULL)
Fields
Territory Id TERR_ID
Destination Source
Alias Table Outer Name Column Field
Class: CSSBCBase
Table: S_TERRALGN_PSTN
Search Specification:Search Specification: [Rule Effective Start Date] <= [Alignment Activation
Date] AND ([Rule Effective End Date] > [Alignment Activation Date] OR [Rule Effective End Date] IS
NULL)
Fields
Territory Id TERR_ID
Destination Source
Alias Table Outer Name Column Field
Business Objects
Alignment
Business Service
Alignment Management Service
Class: CSSAlignmentMgmtSvc
User Properties
Name Value
Additional SQL statements can be configured using the user property Data Cleanup SQL. These
These SQL statements must have one input parameter, Alignment Id. Refer to comdb42.sql
(TM_DELETE_LOAD_SPLITTER) for an example.
"Enable Multiuser Environment" value must be 'Y' for the multi-user functionality to work. If the
value is 'N' or NULL, alignments will work.
User Properties
User Properties
Symbolic Strings
Symbolic Strings
Tables
Table: S_TERRALGN
Columns
Columns
Table: S_TERR_ACCNT
Columns
Table: S_TERR_CON
Columns
Table: S_TERR_REGION
Columns
Physical Foreign Key
Name Type Length Nullable Table Required?
Table: S_TERR_ZIP
Columns
Table: S_TERRALGN_ACCT
Columns
Table: S_TERRALGN_CON
Columns
Table: S_TERRALGN_REGN
Columns
Table: S_TERRALGN_ZIP
Columns
Workflows
Alignment - Activation Process
Step
Name New
Moving Mappings N
Input Arguments
Property
Input Argument Type Name
Workflow
Process
Properties
Step
Number Name Type New
1 Load Business N
Balancer/AM Service
4 Update Decision Y
Alignment Point
Status?
5 Update Siebel Y
Alignment Operation
Status to
Tasks Started
6 Update Siebel Y
Alignment Operation
Status to Run
Completed
7 Update Siebel Y
Alignment Operation
Status to
Tasks Failed
Step
Number Name Type New
8 Update Siebel Y
Alignment Operation
Status to
Assignment
Failed
10 Unlock Siebel Y
Alignment Operation
11 Update Siebel Y
Alignment Operation
Status to
Assignment
Unknown
12 Stop:Process Stop Y
Failed1
12 TM_WF_ERR_
PROCESS_FAI
LED
5 Alignment Update
6 Alignment Update
7 Alignment Update
8 Alignment Update
10 Alignment Update
11 Alignment Update
Input Arguments
Step
Number Input Type Value Property Name
2 Validate Literal Y
Queued Tasks
10 Locked By Literal
Output
Arguments
Property
Step Number Name Type Output Argument
Workflow Step
Branch
3 DEFAULT:DEC Default
ISION
4 DEFAULT:DEC Default
ISION1
Step
Number Name Type New
Step
Number Name Type New
12 Stop:Process Stop Y
Failed1
Step
Number Error Code
12 TM_WF_ERR_PROCESS_FAILED
Business Business
Operation
Step Service Service Business
Number Name Method Component
2 Alignment Update
Management Tasks
Service Status
9 Alignment Data
Management Cleanup
Service
5 Alignment Update
6 Alignment Update
7 Alignment Update
8 Alignment Update
10 Alignment Update
11 Alignment Update
Input Arguments
Step
Number Input Type Value Property Name
2 Validate Literal Y
Queued Tasks
Input Arguments
Step
Number Input Type Value Property Name
11 Locked By Literal
10 Locked By Literal
10 Locked Date Literal
Output Arguments
Property
Step Number Name Type Output Argument
Output Arguments
Property
Step Number Name Type Output Argument
3 DEFAULT:DEC Default
ISION
4 DEFAULT:DEC Default
ISION1
Assignment Attribute
Assignment
Attribute
Use
Name Data Type Range
Division Varchar N
Assignment Criteria
Assignment Criteria
Assignment
Criteria
Display
Name Name Team
Division Division Y
Assignment
Criteria Attribute
TM Account
Assignment Object: TM Account
Assignment User
Properties
User Properties
New or
Changed? Name Value
TM Contact
Assignment Object: TM Contact
Assignment User
Properties
User Properties
New or
Changed? Name
Object Explorer > Workflow Policy Object > Dynamic Candidate > Dynamic Candidate Component >
Dynamic Candidate Component Column
'TM Account' -> 'TM Account' -> 'Staging Minor # TM Account Zip Hierarchy Driven'
Add a new record of Dynamic Candidate Component Column for Dynamic Candidate Component
'Territory'.
Dynamic
Candidate
Component
Columns
Name
Name
Object Explorer > Workflow Policy Object > Dynamic Candidate > Dynamic Candidate Component
'TM Account' > 'TM Account' > 'Operational # TM Account Geo Zone Hierarchy Division Driven' ->
'Informational Table'
Name
Name
Lists of Values
Lists of Value
Display
Type Value LIC New?
Lists of Value
Display
Type Value LIC New?
Run
Alignment Alignment Activate
Status Read-Only Enabled? Enabled? Rollback Enabled?
Imported X
Validated X
Assigned X
Active X
Moving Territory X
Rules
Creating X
Assignment Rules
Scheduling X
Assignment Run
Scheduled X X
Run
Alignment Alignment Activate
Status Read-Only Enabled? Enabled? Rollback Enabled?
Identifying X "
Affected Objects
Splitting X
Assignment Tasks
In Progress X
Process Failed X
Alignment Run X
Failed
Alignment X X
Activation Failed
Run Completed X X
Tasks Started X
Activation Tasks X X
Not Started
Activation Tasks X
Failed
Run Tasks X X
Unknown
Activation Tasks X
Unknown
The following SQL statements can be used by an administrator to unlock a hierarchy or all hierarchies
in the case of exceptions that result in alignments being locked out forever:
■ ACR_272_High_Miles_Changes.xls
■ ACR_272_Repository_Changes.xls
■ ACR_272_schema.xls
Configuration Setup
NOTE: Refer to the ACR_272_Repository_Changes.xls document for information about necessary
Siebel Tools configurations.
Schema Setup
1 Open ACR 272 Schema Changes.xls.
2 Within Siebel Tools, navigate to the S_LOY_MEM_TIER table, lock the table, and add the columns
detailed in the spreadsheet.
3 Apply the schema changes by clicking the Apply/DLL button within Siebel Tools.
LOV Setup
1 In Siebel Tools, navigate to Screen > System Administration > List of Values.
2 Enter the LOVs listed for Member Tier Status, Member Tier Level Attributes, Transaction
Attributes and Criteria as specified in the LOVs worksheet in Repository Changes.xls.
NOTE: Not all of the LOVs have the same language-independent value as the language-
dependent value. These values should be entered as-is according to the spreadsheet. You do not
need to enter the LOVs if they are already present.
2 Click on Business Component, and query for each Business Component specified in the BC Fields
worksheet within Repository Changes.xls.
3 For each Business Component, check to see if the Business Component already exists. If it does
not, you will need to create it.
4 Click on the Join item of the Business Component. If the Join and Join Specification already exist,
modify them. If they do not already exist, add new Join and Join Specifications for the Business
Component.
5 Click on the Field item of the Business Component, and modify the existing fields. If the fields
do not exist, add new fields. Add a Pick Map for the field, if one is required.
6 Click on the Business Component User Property item of the Business Component. If the item
already exists, modify it. If it does not already exist, add a new Business Component User
Property using the information listed in the BC User Props worksheet within Repository
Changes.xls.
2 Query for each Business Service specified in the Business Service worksheet within Repository
Changes.xls.
3 Click on the Business Service Method item of the Business Service. If the item already exists,
modify it. If it does not already exist, add new Business Service Method and Business Service
Method Arguments listed in the Business Service worksheet within Repository Changes.xls.
4 Click on the Business Service User Prop item of the Business Component. If it already exists,
modify it. If it does not already exist, add the new Business Service Method and Business Service
Method Arguments listed in the Service User Props worksheet within Repository Changes.xls.
Link Setup
1 In Siebel Tools, navigate to Object Explorer.
2 Click Link, and query for the Link specified in the Links worksheet within Repository Changes.xls.
If the Link already exists, modify it. If it does not already exist, add the new Links listed in the
Links worksheet within Repository Changes.xls.
2 Query for the Business Object specified in the BO Changes worksheet within Repository
Changes.xls.
3 Click on the Business Object Component item of Business Object. If the item already exists,
modify it. If it does not already exist, add a new Business Object Component for the Business
Object listed in the BO Changes worksheet within Repository Changes.xls.
4 Click on the Business Service User Prop item of the Business Component. If the item already
exists, modify it. If it does not already exist, add the new Business Service Method and Business
Service Method Arguments listed in the Service User Props worksheet within Repository
Changes.xls.
2 Click on Symbolic Strings, and add the new Symbolic Strings specified in the Symbolic Strings
worksheet within Repository Changes.xls.
Applet Setup
1 In Siebel Tools, navigate to Object Explorer.
2 Click on Applet, and query for the Applets specified in the Applet Changes worksheet within
Repository Changes.xls.
3 Click on the List Column item of the Applet, and modify the item if it exists. If it does not already
exist, add a new List Column for the Applet listed in the Applet Changes worksheet within
Repository Changes.xls and add it to any available column in the Web template.
4 Click on Applet toggle item of the Applet, and modify the item if it exists. If it does not already
exist, add the new Applet toggle listed in the Applet Changes worksheet within Repository
Changes.xls.
Program Setup
Refer to the High Miles Changes.xls document for instructions about setting up Program
configuration. These are the suggested program changes to illustrate how this feature should be set
up. However, the actual implementation may vary.
LOV Setup
1 Within Siebel Loyalty, navigate to Site Map > Administration Data > List of Values.
2 Verify that all the LOVs are listed for Member Tier Status, Member Tier Level Attributes,
Transaction Attributes, and Criteria.
4 Click the New button to add the Member Attributes listed in the Program Level Attributes work
sheet within High Miles Changes.xls.
5 Navigate to Member Tier Attributes 3LN, and click the New button to add the Member Tier
Attributes listed in the Program Level Attributes worksheet within High Miles Changes.xls.
6 Navigate to Transaction Attributes 3LN, and click the New button to add the Transaction
Attributes listed in the Program Level Attributes worksheet within High Miles Changes.xls.
2 Drill down on Program Id, click on the Tier Class tab, and navigate to the LOY Program Tier Admin
view.
3 Select HM Tier Class 2 and navigate to the LOY Tier List Applet - Admin bottom applet.
4 Drill down on each Tier Id, which will take you to the LOY Promotion Rules View - Admin view.
5 Click the Modify button and add the related Rules, Action and Criteria specified in the Tier Rule
worksheet within High Miles Changes.xls.
7 Repeat the same steps for HM Tier Class 1 and related tiers.
2 Drill down on Program Id, click on the Promotion tab and navigate to the LOY Program Tier Admin
view.
5 Add related Rules, Action and Criteria specified in the Admin - Retro Accruals worksheet within
High Miles Changes.xls.
2 Drill down on Program Id, click the Promotion tab, and navigate to the LOY Program Tier Admin
view.
5 Click the Modify button and add the related Rules, Action and Criteria specified in the Admin -
Cancellation worksheet within High Miles Changes.xls.
You must have applied all of the configuration changes for ACR 263 in the application database before
you begin configuring ACR 296. If you have not applied the configuration changes for ACR 263, see
“Instructions for ACR 263” on page 73.
1 Connect Siebel Tools to the application database, and lock the Territory Management project.
2 Import \REPPATCH\ACR296_Repository.sif (available under the REPPATCH folder from the Siebel
Tools install location after applying the QF) by navigating to Siebel Tools > Import from Archive
> Browse .sif file and then click OK.
3 Create a new Business Component called "TM Account Position" with the following values:
TM Account Position
Class CSSBusComp
Table S_ACCNT_POSTN
Fields
Text
Name Column Length Type
4 Create a new Business Component called "TM Asset Position" with the following values:
TM Asset Position
Class CSSBusComp
Table S_ASSET_POSTN
Fields
Text
Name Column Length Type
5 Create a new Business Component called "TM Contact Position" with the following values:
TM Contact Position
Class CSSBusComp
Table S_POSTN_CON
Fields
6 Add the TM Account Position, TM Asset Position, and TM Contact Position Business Components
that you created to the Alignment Business Object.
7 Update the "Alignment" Business Component by removing the following user properties:
User Properties
Name Value
9 In Object Explorer, select the Select Workflow Policy Object node and query for the "TM Contact"
Workflow Policy Object.
10 Select Workflow Policy Component node under the Workflow Policy Object node and configure the
Workflow Policy Components as follows:
Source Target
Source Table Column Target Component
Name Name Name Component Column Name
11 Select Workflow Policy Object node in the Object Explorer view and query for the "TM Asset"
Workflow Policy Object.
12 Select Workflow Policy Component node under the Workflow Policy Object node and configure the
Workflow Policy Components as follows:
Source
Source Table Column Target Target Component
Name Name Name Component Column Name
13 Compile the changed Territory Management project and the following Business Components and
Business Objects:
Applet
1 Create a new applet called Asset Bulk Inventory Txn Popup Applet with the values contained in
the following tables:
Applets
Title -
Business String
Name Project Component Class Title Reference Type
Name Value
Upgra ICL
Web de Upgra Contain
Nam Change Se Typ Templat Behavi de Inacti Commen er
W e d q e e or Path ve ts Module
Controls
Field
Caption
Field Type
HTML Type
Method Invoked
Visible
CloseAppl Y N SBL_CANCEL-
Cancel
MiniButton
CloseApplet
et 1004230137-1J7
Comment Y Y SBL_COMMENTS-
Comments
Comments
BC Field
Text Area
Right
s 1004225654-00N
Destinati FS Y Y SBL_DESTINATION
Destination Inventory
Destination
BC Field
Field
Right
on Inventor -1004225143-0AA
y
Location
Pick
Applet
Controls
Field
Caption
Field Type
HTML Type
Method Invoked
Visible
Pick Sor Runti Caption - String
Name Applet t me Reference
Destinati Y Y SBL_DESTINATION
Destination Availability
Destination Availability
BC Field
Field
Right
Y
on _AVAILABILITY-
Availabilit 1004231000-2LG
y
Destinati Y Y SBL_DESTINATION
Destination Status
Destination Status
BC Field
Field
Right
on Status _STATUS-
1004231001-2LO
Label Y N SBL_COMMENTS-
Comments
Label
Right
Comment 1004225654-00N
s
Label Y N SBL_DESTINATION
Destination
Label
Right
Destinati -1004225143-0AA
on
Controls
Field
Caption
Field Type
HTML Type
Method Invoked
Visible
Pick Sor Runti Caption - String
Name Applet t me Reference
Label Y N SBL_DESTINATION
Destination Availability
Label
Right
Y
Destinati _AVAILABILITY-
on 1004231000-2LG
Availabilit
y
Label Y N SBL_DESTINATION
Destination Status
Label
Right
Destinati _STATUS-
on Status 1004231001-2LO
Label Y N SBL_SELECTION_T
Selection Type
Label
Selection YPE-1005112954-
Type 2V3
Label Y N SBL_TRANSACTION
Transaction Type
Label
Right
Transacti _TYPE-
on Type 1004233441-77Q
Controls
Field
Caption
Field Type
HTML Type
Method Invoked
Visible
Pick Sor Runti Caption - String
Name Applet t me Reference
QueryAss Y N SBL_QUERY_ASSIS
Query Assistant
MiniButtonQuery
ShowQueryAssistant
Y
istant TANT-1004224746-
2EA
Selection Y Y SBL_SELECTION_T
Selection Type
Selection Type
BC Field
Field
Type YPE-1005112954-
2V3
Transacti FS Y Y SBL_TRANSACTION
Transaction Type
Transaction Type
BC Field
Field
Right
Transfer Y N SBL_TRANSFER-
Transfer
MiniButton
BulkTransfer
1004224757-2UN
2 Add a “Transfer” butto to the Asset Mgmt - Asset List Applet, with the values shown in the
following tables:
Controls
Field
Caption
Method Invoked
Field Type
Changed
HTML Type
Visible
Pick Applet
Sort
Runtime
Name Caption - String Reference
bBulkTra SBL_TRANSFER-1004224757-
Transfer
ShowPopup
Y
MiniButtonEdit
Y
EncodeData
N
nsfer 2UN
Control User
Properties
Mode Edit N
Business Component
1 Create a new Business Component called Bulk Inventory Txn Popup VBC with the values shown
in the following tables:
Business Component
Name
Project
Cache Data
Class
Dirty Read
Distinct
Force Active
GenReassignAct
Type
Inactive
Log Changes
Multirecipient Select
No Delete
No Insert
No Update
No Merge
Owner Delete
Non-Transient
Fields
Immediate
Post Predefault
Name Changes Picklist Value Required Type
Comments N N DTYPE_TEXT
Destination Y Y DTYPE_ID
Inv ID
Fields
Immediate
Post Predefault
Name Changes Picklist Value Required Type
Transaction Y Y DTYPE_ID
Type ID
Pick
Maps
Pickli
Chang Constra No st Seque
Field ed in Clear Field nce Inactive Comment Module
Destinatio Y N Value N
n
Availabilit
y
Pick Maps
No
Chang Constr Clea Picklis Sequenc Inacti Commen Modu
W Field ed ain r t Field e ve ts le
Y Destinatio Y N Id N
n Inv ID
Y Destinatio Y N Invent N
n ory
Inventory Name
Pick Maps
Y Destinati Y N Value N
on
Status
Pick Maps
Change Constr No Picklis Sequen Inactiv Comme Modul
W Field d ain Clear t Field ce e nts e
Y Selecti Y N Value N
on
Type
Pick Maps
Y Transacti Y N Transacti N
on Type on Type
Y Transacti Y N Id N
on Type
ID
Business Object
1 Add a new Business Component to the Asset Management Business Object, with the values in
the following table:
Business
W Component Changed Inactive Link Comments Module
Y Bulk Inventory Y N
Txn Popup VBC
Business Service
1 Create a new Business Service called Inventory Transaction, with the values shown in the
following tables:
Business Services
Project
Cache
Class
Display Name
External Use
Hidden
Server Enabled
CSSInvTxnBusServ
Inventory Transaction
Stateful
N
Transaction _TRANSACTION- Service is used
1004233346- for Inventory
4ZT Transaction. It
has APIs for Bulk
transfer as well
as single
Inventory
Transaction
CreateCompleteInvTxn N N
Storage
Name Changed Data Type Type Comments Optional Type
Storage
Name Changed Data Type Type Comments Optional Type
Data
Name Type Type Comments Optional Storage Type
Data
Name Type Type Comments Optional Storage Type
Row Set Hierarc Input Input Property Set. It has several N Hierarchy
hy Line Item children Property Sets.
Each Line Item represents an
Asset and has the properties on
which the aggregation takes
place.
Storage
Name Changed Data Type Type Comments Optional Type
Storage
Name Changed Data Type Type Comments Optional Type
Data
Name Changed Type Type Comments Optional Storage Type
Storage
Name Changed Data Type Type Comments Optional Type
Storage
Name Changed Data Type Type Comments Optional Type
Data
Name Changed Type Type Comments Optional Storage Type
Data
Name Changed Type Type Comments Optional Storage Type
Data
Name Changed Type Type Comments Optional Storage Type
Data Storage
Name Changed Type Type Comments Optional Type
Data Storage
Name Changed Type Type Comments Optional Type
Data
Name Changed Type Type Comments Optional Storage Type
Data
Name Changed Type Type Comments Optional Storage Type
Data
Name Changed Type Type Comments Optional Storage Type
Data
Name Changed Type Type Comments Optional Storage Type
Data
Name Changed Type Type Comments Optional Storage Type
Data
Name Changed Type Type Comments Optional Storage Type
Data
Name Changed Type Type Comments Optional Storage Type
Class
1 Create new classes called CSSSWEFramePopupInvTxn and CSSInvTxnBusServ, using the values
shown in the following table:
Classes
DLL
Object Type
Super Class
Handheld Client
Applet
CSSSWEFramePopup
5
Transaction Transaction
Popup Applet
Service
CSSService
1
Transaction Inventory
Transaction
Business
Service
DLL
1 Create a new DLL called ClientAppFSOMSVInvTxnDll, with the values shown in the following
table:
DLLs
Changed
Attributes
Code or Class ID
Java Package
Name Project File Name Comments
Picklist
1 Create a new picklist called Bulk Inventory Txt Type Picklist, with the values shown in the
following table:
Picklists
Project
Changed
Bounded
Business Component
Inactive
Long List
No Delete
No Insert
No Merge
No Update
Search Specification
Sort Specification
Static
Type Field
Type Value
Visibility Type
Name
Bulk Inventory
FS Inventory Transaction
PickList Generic
N
Y
Type
BULK_INV_TXN_TYPE
Description
Create the LOV_TYPE and BULK_INV_TXN_TYPE LOVS with the values shown in the following
Bitmap
BULK_INV_TXN_TYPE
BULK_INV_TXN_TYPE
Lists of Values
List of Values
LOV_TYPE
table:
Type
1
Siebel Maintenance Release Guide, Version 7.8.2, Rev. X ■ Configuration Instructions
for Enhancements and Updates
Workflows
1 Create a new workflow called Bulk Inventory Transaction - Asset List -Default with the following
steps: Start > Get Asset Details > Get Source Details > Aggregate Per Product Per Source > Bulk
Transfer > Create Inv Txn > Has More Children (Decision Step) > End.
2 Create a new workflow called Inventory Transaction > Asset List > Default with the following
steps: Start > Add Txn > Add Assets > Commit Txn > End.
Error Strings
Resource Identifier: IDS_INVALID_SELECTION_TYPE
Text: Selection type field is empty. Please choose appropriate selection type
Text: The required Input Argument '%1' is missing in '%2' method of '%3' Business Service
2 Create a new calculated field on the Business Component to hold the symbolic URL:
■ Name: MyJobs
■ Calculated: True
2 Create a new calculated field on the Business Component to hold the symbolic URL:
■ Name: MyReports
■ Calculated: True
2 Create a new calculated field on the Business Component to hold the symbolic URL:
■ Name: PersonalProfile
■ Calculated: True
■ Class: CSSSWEFrameReportPortlet
2 Delete the existing control and create a new control. The control should have the following
properties:
■ Name: MyJobs
■ Field: MyJobs
3 Right-click on the 'My Jobs Applet' and navigate to the 'Edit web layout' page.
4 Remove 'ReportsServerJobsPage' from the page and drag and drop the 'MyJobs' field.
■ Class: CSSSWEFrameReportPortlet
2 Delete the existing control and create a new control. The control should have the following
properties:
■ Name: MyReports
■ Field: MyReports
3 Right-click on 'My Reports Applet' and go to 'Edit web layout' page. Remove
'ReportsServerFilesPage' from the page and drag and drop the 'MyReports' field.
■ Class: CSSSWEFrameReportPortlet
2 Delete the existing control and create a new control. The control should have the following
properties:
■ Name: PersonalProfile
■ Field: PersonalProfile
3 Right-click on 'Personal Profile Report Applet' and navigate to the 'Edit web layout' page. Remove
'ReportsServerPersonalPage' from the page and drag and drop the 'PersonalProfile' field.
Compiling Changes
1 Navigate to Tools > Compile Projects.
2 Compile all objects that were modified during the course of this configuration. In this example,
all changes were made to objects belonging to the 'Report Server' project.
1 Create a new Symbolic URL called "MyJobs" with the following values:
■ Name: MyJobs
■ URL: http://rshost/acweb/selectjobs.do
2 Create Symbolic URL Arguments for ‘MyJobs’, as detailed in the following table:
Append Substitu
Required Argument Argument as te in Seq
Name Argument Type Value Argument Text #
■ Name: MyReports
■ URL: http://rshost/acweb/getfolderitems.do
Required
Argumen Argumen Argument Append as Substitute Seq
Name t t Type Value Argument in Text #
Required
Argumen Argumen Argument Append as Substitute Seq
Name t t Type Value Argument in Text #
■ Name: PersonalProfile
■ URL: http://rshost/acweb/options.do
To enable Admin menus, set the parameter EnableReportforFireFox = TRUE in the application
configuration file.
My Jobs View
Actuate Server maintains status information about background run requests (also called background
jobs). To view this information, click the "My Jobs" button and browse for the jobs.
■ Choose Schedules to see the jobs that will run at a later date and time.
■ Choose Pending to see the jobs that are in the process queue.
Users will only see the jobs that they have scheduled in this view. Jobs scheduled by other users are
not visible.
1 Choose My Jobs.
2 Choose Schedules.
3 Click the "Details" icon for the report you want to delete.
5 Click the "HERE" link to navigate to the default page for "My Jobs".
2 Click on Completed.
3 Click the "Details" icon for the job you want to delete.
My Reports
My Reports provides links to the folders and files that users can access in the Report Server. It
displays the contents of the current folder, as shown in the following screen shot. On this page, users
can open previously-generated reports and can access their version numbers by clicking the version
link.
Deleting a Report
Use the following procedure to delete a report.
1 Choose My Reports.
2 Click the "Details" icon for the report that you want to delete.
3 Click on the combo box in the new page and select "Delete".
General: Under this tab, users can set the personal mail id for a user.
Notification: Under this tab, users can set an email notification about the success or failure of a job.
Symbolic Strings
Within Siebel Tools, lock the "Symbolic Strings" project, and create new records in the Symbolic
String Locale based on the data included in the file in the Symbolic Strings folder. This file is included
in the Bulk Orders Installation Toolkit.
SIF Files
The following .sif files are required to create the Bulk Orders objects. These files are included in the
Bulk Orders Installation Toolkit.
■ Table_BulkRequest.sif
■ SIS_OM_Base_Architecture.sif
■ Order_Entry.sif
■ CUT_Siebel_Communications.sif
■ ABO_Bulk_Request.sif
■ ABO_Bulk_Request_UI.sif
Within Siebel Tools, import the .sif files, in the order listed above, into their respective projects.
For Table Bulk Request.sif, after you have imported the file, click the Apply button on the table
objects.
Optionally, you can create the LOV entry based on the following instruction. The language specific
values are included in the LOV folder of the Bulk Orders Installation Toolkit.
In Administration - Data > List of Values, create the following LOV entry:
Language-
Independent
Type Display Value Code Language Name Order
The following tables list the order types that need to be added. In the client application, navigate to
Site Map > Administration - Data > Orders > Order Types, and add the following values:
Create LOV-Type first in Administration - Data > List of Values Explorer > List of Values -Type applet,
create the following types:
■ ABO_BR_ACTSET_TYPE
■ ABO_BR_EXCEPTION_TYPE
■ ABO_BR_HEADER_STATUS
■ ABO_BR_SUBMIT_STATUS
■ ABO_BR_ACTION_CODE
The following table contains a list of LOV's and their values. In the client application, navigate to Site
Map > Administration - Data > List of Values, and add the following values. The Display Value and
the Language Independent Code value will be same and the Language Name will be English-American
for all the LOV values.
ABO_BR_SUBMIT_STATUS Processed 1
ABO_BR_SUBMIT_STATUS Error 2
ABO_BR_SUBMIT_STATUS To Process 3
ABO_BR_SUBMIT_STATUS Partially 4
Processed
ABO_BR_HEADER_STATUS New 1
ABO_BR_HEADER_STATUS Pending 2
ABO_BR_HEADER_STATUS Queued 3
ABO_BR_HEADER_STATUS Processing 4
ABO_BR_HEADER_STATUS Partially 5
Complete
ABO_BR_HEADER_STATUS Complete 6
ABO_BR_HEADER_STATUS Cancelled 8
ABO_BR_EXCEPTION_TYPE Action 2
ABO_BR_EXCEPTION_TYPE Instance 3
ABO_BR_ACTSET_TYPE New 1
ABO_BR_ACTSET_TYPE Modify 2
ABO_BR_ACTSET_TYPE Upgrade 3
ABO_BR_ACTION_CODE Add 1
ABO_BR_ACTION_CODE Update 2
ABO_BR_ACTION_CODE Delete 3
ABO_BR_ACTION_CODE Suspend 4
ABO_BR_ACTION_CODE Resume 5
ABO_BR_ACTION_CODE Upgrade 6
3 Navigate to the Views tab and add a new record with the following values:
5 Go to the Views tab and add a new record with the following values:
6 Navigate to Administration > Server Configuration > Enterprises > Synchronize, and click the
Synchronize button.
New Workflows
The workflows that you need to import in order to configure Bulk Orders are included in the Bulk
Orders Installation Toolkit.
NOTE: Ensure that the new projects are imported and that the new .srf has been applied to the
server before you import and activate the workflows.
■ Import all workflows into Siebel Tools and deploy them. Then, in the client, navigate to Site
Map > Administration - Business Process > Workflow Deployment, and then activate these
workflows.
■ In the client application, from the site map, navigate to Administration - Business Process >
Workflow Deployment >Active Workflow Process > Menu >Import Processes. In the pop up
applet, select the relevant workflows in the following order mentioned:
After activating the workflows the runtime events should be reloaded. Navigate to Site Map >
Administration - Application > Runtime Events > Events, query for SubEvent "*ABO*" from the menu
drop-down list, and choose to reload runtime event for each of the runtime events.
System Preferences
Navigate to Site Map > Application Administration > System Preferences, and edit the following:
Value: 0
After you have edited this system preference, bounce the server.
New Views
The following lists the new views created for the ABO Bulk Request. In the client application, navigate
to Site Map > Administration - Application > Views, and add the views listed below to the appropriate
responsibilities. Then, assign responsibility to the appropriate users. You must log out and then log
back in to see the Bulk Request screen.
The Sample Code.zip file contains sample code for you to code Web Services.
If you are not using the Web services, then the following procedure is not required.
Symbolic Strings
1 In the Tools.cfg file, change the SymStrPrefix parameter from "X_" to "SBL_".
DLLs
1 Within Siebel Tools, import the "BS_State_WS_Wiz_Dlls.sif" and "IO_Wiz_DLL_New.sif" files.
Classes
■ Within Siebel Tools, import the "BS_State_WS_Wiz_Classes.sif", and "IO_Wiz_Class_New.sif"
files.
Business Services
1 Within Siebel Tools, import the "EAI BusComp State Service.sif", "IO_Wiz_Svc_New.sif", "Web
Service Deployment Service.sif", and "IO_XML_Conv_Svc_Changed.sif" files.
2 After you have imported all of the .sif files, compile the following projects:
■ EAI Design
■ Web Service
The following table contains the files delivered with this ACR:
GetCfgObjectGroupItems
GetCfgObjectDefaultGroupItems
GetCatalogCategories
GetCategoryProducts
GetSearchParameters
GetSearchOptions
PublishCatalog
ExecuteSearch
GetRelatedPromotion
GetProductDetails
GetProductAttributeDomain
GetProductChildren
EligibilityCompatibility CheckQuoteEligibilityCompatibility
ProductRecommendatio GetRecommendedProductsForQuote
n
QuoteAddItemsWS AddQuoteItems
ABOWebService SubmitOrder
AutoAsset
ModifyAssetToQuote
ModifyAssetToOrder
SuspendAssetToQuote
ResumeAssetToQuote
SuspendAssetToOrder
ResumeAssetToOrder
DisconnectAssetToQuote
DisconnectAssetToOrder
■ Sif files: Sif files with the UI_FREEZE tag in the project level.
■ Sif files without UI_FREEZE tag: Sif files without the UI_FREEZE tag in the project level.
The "sif files" and "sif files without UI_FREEZE tag" directories are basically the same; the only
difference is the UI_FREEZE tag. Some repositories do require having the UI_FREEZE tag. Please try
the "sif files without UI_FREEZE tag" directory first, and if you encounter a UI_FREEZE issue, then
switch to the "sif files" directory. You should only install from one of the directories. Under each
directory, there are two subdirectories, hor (horizontal) and sia. You will import files based on your
environment, and should import and merge all files. These files are detailed in the following table:
After you have imported all of the .sif files, compile the following projects:
■ Content Management
■ Cfg WebChannel
■ Cfg RTC
■ ISS Context
Seed Data
There are three directories under the seed data folder. There are no sia/hor differences.
Variable Maps: Import the variable maps into the Administration - Order Management Screen >
Variable Maps. Refer to the Siebel Bookshelf for more information about the import process. Variable
maps are sorted under the Web Service names, as shown in the following table:
Default_Product_Recommen New
dation_Variable_Map-
Row_Set.xml
Signals
The following signal needs to be modified:
Import the variable maps into the Administration - Order Management Screen > Signals. First, lock
the Signal by click on the "Locked Flag" on the top applet. Nothing changes in the root level. In the
parameter (child) view, add the last line in the following table (in bold font):
Name Value
CPScope Component
RowScope Current
Workflows
Workflows have been put into subdirectories based on the related Web Services Names, as shown in
the following table:
ContextServiceWrapperServi New
ce-QuoteItem-Verify
ContextServiceWrapperServi New
ce-QuoteHeader-Verify
ContextServiceWrapperServi New
ce-OrderItem-Verify
ContextServiceWrapperServi New
ce-OrderHeader-Verify
QuoteAddItemsWS Web Channel Quote Add New, please import after "Web
Default Items Channel Pricing Driver
Workflow"
SISOMAutoAssetWebService New1
SISOMAutoOrderWebService New1
SISOMDisconnectWebService- New1
Order
SISOMDisconnectWebService- New1
Quote
SISOMModifyWebService- New1
Order
SISOMModifyWebService- New1
Quote
SISOMResumeWebService- New1
Order
SISOMResumeWebService- New1
Quote
SISOMSubmitWebService New1
SISOMSuspendWebService- New1
Order
SISOMSuspendWebService- New1
Quote
1. See the note in the following paragraph about warning error messages that you may receive while
importing the ABO workflows.
Web Services
Each file matches one of the Web Services in the delivery list. QuoteWebService.xml corrects a
problem with QuoteWebService. Import the files them into Administration - Web Services Screen >
Inbound Web Services.
NOTE: For all the ABO workflows, during import, you may see this following warning: Sub-Process
Step 'Submit Sub Process' uses a workflow that is not a service flow. It is not allowed to invoke a
non-service flow from a service flow (the parent workflow of this step). When you validate
"SISOMModifyWebService-Order", you will see the following warning/error message text: Sub-
Process Step 'Get Active Doc for Contact' uses a workflow that is not a service flow. It is not allowed
to invoke a non-service flow from a service flow (the parent workflow of this step).
Please ignore these warnings. If you perform validation on the SISOM workflows, you will receive
similar error messages, which you can also ignore.
When you deploy the workflow, you will see the following error message: “This is an invalid workflow.
You are advised to run the validator before you deploy. Do you still want to deploy anyway?” Click
Yes to proceed with the deployment.
Unzip the ACR331ImportFilesApps_v1205 file (it should unzip to the “Import Files” directory). Under
the directory, locate the document named “ACR331_Backporting_COM_Import_Document.doc.”
Follow the instructions in the document and import all of the repository and seed data changes.
1 Unzip the ACR331ImportFilesCore.zip file, and follow the instructions document contained in the
file.
2 Unzip the ACR331ImportFilesv7Apps.zip file, and follow the instructions document contained in
the file. Note that you must import the ACR331ImportFilesCore.zip file before you import the
ACR331ImportFilesv7Apps.zip file.
2 Double-click setup.exe.
The Hummingbird installation screen appears with list of options. Click the Install Search Server
option. Setup then prepares the InstallShield Wizard used to install the software.
3 Accept the license agreement, and then in the SearchServer 6.0 Setup dialog box, enter the
serial number information listed in the table below:
ectory location, or click Browse to select your own location. When you have chosen your
Hummingbird SearchServer Serial Number
Operating
System License Key
NOTE: You are not required to change the default location to your Siebel server installation
directory. Please accept the default directory location, unless you do not have disk space.
4 In the Select Components dialog box, accept the defaults, and then click Next.
5 In the Hummingbird SS Servlet Runner Setup Options dialog box, accept the default port number,
and then click Next.
6 In the JDBC Driver Port Selection dialog box, accept default, and then click Next.
NOTE: For an environment where you have all operations running from one machine, or do not
have a client connector set up, you do not need to have any of the Services running.
>D:\Hummingbird\SearchServer60\bin>ftcin -9
The Hummingbird SearchServer 6.0 server can run on a HP-UX or Solaris computer. You can install
Hummingbird SearchServer 6.0 from the installation directory on your Siebel network image. For
more information about creating Siebel network images, see the Siebel Installation Guides for the
operating system you are using.
In order to use Siebel Search, you must edit the library path variable in the Siebel script used for
setting the environment variables (siebenv.csh or siebenv.sh) so that the library variable includes
the Hummingbird library path. For example, you would edit the library path in the script as follows:
If you do not edit the library path as shown above, and source the new Siebel script before you start
the Siebel servers, you may not be able to access the Search Indices View or any valid Search
Categories in Search Center.
The license key listed in the table below will be required during the SearchServer installation. Make
sure you have it available when you perform installation.
NOTE: To perform any of the tasks in this chapter, you must log in to the system using the same
administrator login ID that you used when performing the Siebel Server installations
Solaris/HP-UX KPJJKS-BKDKB-T4KQ-MZBHG2-
MBCBJ-RF
For more information about creating Siebel network images, see the Siebel Installation Guide for
the operating system you are using.
./install.sh
************************************
************************************
1. View readme
2. Install SearchServer
3. Exit
**
************************************
************************************
*******************************
*******************************
Default path:
/home/Hummingbird/SearchServer60
**
*********************
* Select components *
*********************
**
==>: y
*********************
* Select components *
*********************
**
==>: y
**
Copying files...
**
**
**
[Enter]
************************************
************************************
1. View readme
2. Install SearchServer
3. Exit
This creates a new folder called ACR347 with the following subfolders:
2 Open the tools.cfg file and change the SymStrPrefix parameter from X_ to SBL_.
7 Change PCDDATASRC to Local if you are importing .sif files to the local Siebel Tools database.
8 Change PCDUSERNAME and PCDPASSWORD to the user name and password used to log into
Siebel Tools.
Tools.cfg
1 In tools.cfg, change the SymStrPrefix = X_ parameter to SymStrPrefix = SBL_
Business Components
In order to implement ACR 372, you must update the following Business Components:
■ Internal Product
■ LS Medical PI Product
Project Product
Table S_PROD_INT
Text
New/Modify Name Join Column Length Type
LS Medical Product
Project Issue
Table S_PC_PRDINT_LS
New/ Text
Modify Name Join Column Length Type
For the 'Product Name' field, add the following record in the pickmap:
Pick Maps
LS Medical Product
Project Issue
Table S_PRD_CMPLNT_LS
LS Medical Product
Project Issue
Table S_PRD_CMPLNT_LS
Text
New/Modify Name Column Length Type
LS Medical Product
Project Issue
Table S_PRD_CMPLNT_LS
Text
New/Modify Name Column Length Type
Text
New/Modify Name Column Length Type
New Field Type of Report - SEVEN_DAY_RPT_FLG 1 DTYPE_BOOL
7-day Flag
Symbolic Strings
Current String
New/Existing Name Value Definition
Applets
In order to implement ACR 372, you must update the following applets:
List Columns
Read
New/Modify Name Field Only String Reference
Common Name Common List Item In Edit Web Layout, drag and drop this List
Name Column from Controls/Columns onto the
layout.
Business
Component Project
Control (New)
HTML HTML
Name String Reference Caption Field Icon Map Type
Common Name Common Siebel Life Control In Edit Web Layout, drag and
Name Science drop this List Column from
Controls/Columns onto the
layout.
HTML
Icon
Name String Reference Caption Field Map HTML Type
Web
Name Type Template
1. In Edit Web Layout, drag and drop this List Column from Controls/
Columns onto the layout.
Old
Name Caption String Reference Caption
Controls
(These
are all are
new
controls)
HTML HTML
Name String Reference Caption Field Icon Map Type
1. In Edit Web Layout, Drag and Drop this List Column from Controls/Columns onto
the layout.
Reports/Subreports
Update the existing "LS Medical Regulatory Report 3500A" report by adding new fields as shown
below:
Report Fields
New/Existing Fields
Update the existing LS Medical PI Product report by adding new fields as shown below:
Report Fields
New/Existing Fields
2 From the site map, navigate to Application Administration screen > Data Map Administration.
3 Query for "LS Medical PI Create Related PI" and "LS Medical PI Populate Report - 3500A".
Destination
Source Business
Name Business Object Object
Source Destination
Business Business
Name Component Component
Source
Business Destination Business
Name Object Object
Destination
Source Business Business
Name Component Component
Destination
Source Type Source Type Destination
http://SERVER/exchange/jpai/
http://SERVER/exchange/jpai@example.com/
Using this approach allows virtual directories on a front-end server to support multiple SMTP domains
and eliminates the need for matching virtual directories on the mailbox server.
Administrators can now change the configuration settings in the Siebel application for full SMTP
address (Fully Qualified Domain/Mail Name) support. User can opt to use the existing SMTP Address-
Left-Hand-Side (LHS) to access a user's mailbox.
This configuration is at the Exchange level/System level and is applicable across all users and for the
Calendar domain.
There is now a new configuration parameter called 'UserMailBoxIDSource' for the connector. To
access this parameter, from the Siebel application menu, navigate to Site Map > Administration-PIM
Server Integration > Exchange 2000/2003 Profile.
The 'UserMailBoxIDSource' parameter can have values EMAILFULL or EMAILLEFT as the values. Not
having this parameter will be considered default and default behavior will be EMAILLEFT.
The Administrator adds the 'UserMailBoxIDSource' configuration parameter in the Calendar section,
as shown in the following table:
System-Wide
Parameter
System-Wide
Parameter
S UserMailBoxIDSource EMAILFULL
S Exchange Server
S UserMailBoxIDSour
ce
■ System-wide. The System-wide parameter sets this value across all the Exchange Servers.
This setting is helpful when customers have a large number of Exchange Servers running and
the majority or all of them use Fully Qualified Domain Name to locate mailboxes.
■ Server wide (Referring to Exchange Servers). The Server-Wide parameter will set the value
for a particular Exchange Server.
For a particular Exchange Server, if the "Server wide parameter" is present, the Exchange Server will
use that. If not, then the Exchange Server will use the System-Wide parameter. If there is no value
for System-Wide parameter, then the default (EMAILLEFT) will be used.
This configuration parameter will be read while initializing the connector. During synchronizing the
calendar data, this configuration parameter's existence will be verified. If the parameter does exist,
then the URI (Uniform Resource Identifier) will be formed with corresponding value (FULL or LHS).
Otherwise, by default, the LHS of the email id will be used to form the URI.
■ Microsoft Exchange Server 2003 Service Pack 1 with a Store.exe file version of 7233.51 or
higher
■ Microsoft Exchange Server 2003 Service Pack 2 with a Store.exe file version of 7650.23 or
higher
Prior to this change, any user with the "Full Mailbox Access" permission for a mailbox also had the
ability to "Send As" the mailbox owner.
Copy the script and map text file to another location and navigate to that location though the
command prompt.
ssse_exchange2k3_permissions.vbs map.txt Y
or
ssse_exchange2k3_permissions.vbs sendas@qa.test.com Y
For full mail box access permission only: Only one parameter is required, which will be either the
user's mail id or the name of text file that has the list of users who will get full mail box permission.
(This is the current functionality.)
For the "Send As" permission with full mail box access permission: Two parameters need to be
passed. The first parameter will be the same as what was passed above, and the second parameter
will be any character (Just indication for Send As).
■ MQRO_EXCEPTION_WITH_DATA
■ MQRO_EXPIRATION_WITH_DATA
■ MQRO_PAN
■ MQRO_NAN
Use the following procedure to implement the report disabling option for Siebel MQ Transport:
2 Add the header MQMD_S_In_Report with value "MQRO_NONE" to the SendReceive() method of
EAI MQSeries Server Transport.
For more information about how to pass parameters and headers to EAI MQSeries Server Transport,
refer to the Siebel Bookshelf documentation, and search for Transports and Interfaces: Siebel
Enterprise Application Integration.
❏ Section: Siebel
❏ Parameter: InboundCalendarOnly
❏ Value: Y
❏ Section: Archive
❏ Parameter: ArchiveGracePeriod
NOTE: The system default will be used for all users who do not have a user-specific record
specified.
NOTE: The date format for the user-level extract start dates should use the formatting specified
in the following example:
❏ Section: Siebel
❏ Parameter: ExtractStartDateFormat
❏ Value: MM/DD/YYYY
Error List:
■ Duplicate Conflict: One or more records with the same key already exist.
■ Missing required field: One or more required fields of this record are empty.
■ Record does not exist: The record cannot be deleted because it does not exist.
■ Data Type Validation error: The value entered for one or more fields of this record is not
compatible with the fields’ declared data type.
■ Overflow: The number of characters entered for one or more fields of this record exceeds
their declared data length.
■ Unicode to code page conversion error: One or more fields of this record have characters that
are not compatible with this DB code page.
■ Alarm trigger time passed: The Alarm flag is checked for a past appointment.
■ Bounded picklist validation error: One or more picklist fields of this record have a value that
is not part of bounded picklist.
Configuration
System Alert Configuration:
2 Create an alert definition (such as Administrator Email Alerts) with the following alert
parameters:
Alert Definition
Name Alias Media Description
SMTPServer 64.181.243.112
SMTPServerPort 25
AdminEmailAddress sseadmin@sdcexch02.siebel.com
Fromaddress sseadmin@sdcexch02.siebel.com
DLLName ssemailntfy
The administrator can define the email body template in the application as necessary. This requires
the following changes in the administration view:
NOTE: The Domain name should be the same as the Domain Identifier field in Administration > PIM
Server Integration > PIM Domains (such as IPM Task).
1.%Domain% - Name
of the domain is
substituted
2. %login% - Name of
the login is
substituted
3. %ErrorMessage% -
Description of the
error
4. [Field Name] –
Substitutes value of
the field name in the
parentheses
For instance, if the email message needs to be configured for the Task domain, the following can be
configured.
Subject: [Subject]
\n The error
Domain = IPM.Task
Login = GABBO
With the preceding data, the final email message looks like the following:
SSSE fails to synchronize IPM.Task record for the sync enabled user GABBO
The error Message was: One or more required fields are missing.
To increase the maximum notification size to allow large mails, use the following procedure:
NOTE: If the message size is not increased, the system sends a smaller message with fewer details.
■ Enabled? (TRUE)
4 Create the Job Parameter for the created template as follows:
■ Abbreviation = EncodedArgs
■ Value = Refan
2 Click on Jobs.
3 Click New.
4 Click on Component/Job and select Refan.
5 Click Go.
Repository Changes
Create a new column in the S_SD_PIM_ROW table using the following procedure.
4 Go to Column.
5 Create a new record (column) called "X_CAL_REPEAT_PATTERN" with the following values:
❏ Type = "Extension"
❏ Nullable = True
❏ Length = 500
❏ Status = Active.
Parameter: MultipleEntry
Values: 1 or 0, [1 for supported pattern behaves like unsupported (creates multiple entries). If the
value is set to 0, the application will behave in the old manner].
Parameter: DaysinNumber
Values: Number of days (The End Date value is calculated based on this number. For example, if Start
date is Mar 10, 2008 and the number of days value is 20, then the end date is Mar 30, 2008. So
based on this, end date record(s) are created. As time passes, additional records will be generated
to ensure that there will always be 20 days’ worth of appointments.)
2 Go to Administration – Integration.
10 Select "Action_CalendarAppointment", navigate to the Precondition column, and reset its value
(make it empty).
Important Notes:
■ This refanning feature will work only for new recurring appointments or updates that come
from Exchange.
■ While running the refan job, make sure that the dispatcher job is not running at the same
time. Having both jobs running at a same time causes a conflict and may introduce errors.
The following table details the functionality provided by ACR 427. A “Yes” in the cell means that the
corresponding record will display.
Same Database
Oracle Database
For the Oracle database:
Mention
ORACLE_NLS_UPPER=XTURKISH
or
MSSQL Database
For the MSSQL database:
MSSQL_COLLATION=TURKISH_CI
or
[Siebel]
ORACLE_NLS_UPPER= XTURKISH
OR
[Siebel]
ORACLE_NLS_UPPER= XTURKISH_CI
For Turkish OM and MSSQL server, the [Siebel] section in the configuration file will look like:
[Siebel]
MSSQL_COLLATION = TURKISH_CI_AI
OR
[Siebel]
MSSQL_COLLATION = TURKISH_CI
For non Turkish OM and MSSQL server, the [Siebel] section in the configuration file will look like:
[Siebel]
MSSQL_COLLATION = SQL_Latin1_General_CP1_CI_AS
The Siebel server component has to be restarted for the settings to take effect.
\REPPATCH\ACR428\
The folder that you create will contain the following subfolders:
❏ \DMGSchemaChanges
❏ \Seed Data
❏ \SifFiles
❏ \WebTemplate
❏ \WF
❏ \LMU
❏ \ACR428_78211fp_addendum
3 Apply the schema changes to the Server Database from the DMGSchemaChanges folder using
the instructions below:
New table:
❏ S_PRO_CFG_ITEM
Modified tables:
❏ S_INV_PROF
❏ S_ORG_EXT
❏ S_DOC_QUOTE
❏ S_QUOTE_ITEM
❏ S_ORDER
❏ S_ORDER_ITEM
❏ S_ASSET
❏ S_QUOTE_ITEM_OM
❏ S_ORDER_ITEM_OM
❏ S_PROD_REL
❏ S_INVC_ADJ_ITEM
❏ S_INVOICE_ADJ
❏ S_INVOICE
❏ S_INVOICE_ITEM
❏ S_INVC_ITM_DTL
❏ S_PROM_PMTRX
❏ S_PROD_INT
In order to implement ACR 428, you must import the Barcelona_schema_changes.sif file into the
repository.
a Before you import the Barcelona_schema_changes.sif file, lock the following projects:
❏ CUT Newtable
❏ EIM AdjustmentGroup
❏ EIM Asset
❏ EIM Invoice
❏ EIM Order
❏ EIM Product
❏ EIM Quote
❏ Table Asset
❏ Table Invoice
❏ Table NetworkOrderManagement
❏ Table Order
❏ Table Organization
❏ Table Party
❏ Table Product
❏ Table ProductPromotion
❏ Table Promotions
❏ Table Quote
b Use the Siebel Tools - Import from Archive function to read the Barcelona_schema_changes.sif
file and create the tables in the repository. The "merge" option should be used while importing
this file.
You must have imported the tables into the repository before you apply the changes to the
physical database.
4 Import Seed Data from the SeedData folder using the following procedure:
a Navigate to Start > Settings > Control Panel > Administrative Tools > Data Sources (ODBC) to
create an ODBC entry for the database into which you plan to import the seed data.
e Enter the server name to connect to. For Oracle, enter the TNS service name that you created
to connect Siebel Tools to the database.
f Test your connection and click OK when tested successfully.
g Navigate to the directory where you installed Siebel Tools and change it to the
REPATCH\AIA2.0+2.0.1 directory.
NOTE: Before executing the next step in this series of procedures, make sure that the
dataimp.exe file exists in the <Tools Install Directory>/bin directory.
Depending upon the language that you are installing, run the commands listed in Step 5 or
Step 6.
<Tools Install Directory> - Replace with your Siebel Tools install directory.
<ODBC Source Name> - Replace with the ODBC name you created in the previous steps.
b Review the log file in <Tools Install Directory>\temp\dataimp_seed.log file to make sure that the
import completed successfully.
c After importing, the seed data from \REPATCH\ ACR428\SeedData folder, import seed data from
Directory>\REPATCH\ ACR428\ACR428_78211FP_addendum\SeedData\seed_barcelona.dat
/l <Tools InstallDirectory>\temp\dataimp_seed.log /c <ODBC Source Name> /d <Table
Owner> /I <ToolsInstal lDirectory>\REPATCH\
ACR428\ACR428_78211FP_addendum\SeedData\seedupg_barcelona_imp.inp /q -1 /w y /e
n /t n /x R /n 100 /h log
6 Use the following procedure to import seed date if you are using a language other than ENU:
a Import two .dat files - seed.dat and seed_locale_XXX.dat, where XXX is the language code.
<Tools Install Directory> - Replace with your Siebel Tools install directory.
<ODBC Source Name> - Replace with the ODBC name created in the previous steps.
<Tools Install Directory> - Replace with your Siebel Tools install directory.
<ODBC Source Name> - Replace with ODBC name created in the previous steps.
Review the log file in <Tools Install Directory>\temp\dataimp_seed.log file to make sure that
the import completed successfully.
7 Open tools.cfg from <Tools Install Directory>\Bin\Enu and verify the [Siebel] section. Make sure
that the SymStrPrefix entry has been set to SBL_.
[Siebel]
……..
SymStrPrefix = SBL_
……..
NOTE: After changing the tools.cfg file, log out of Siebel Tools and log in again to apply the
changes.
8 Within Siebel Tools, select the Tools > Import From Archive option to import the following SIF
files from the SIFFiles folder into Siebel Tools. Use the Merge option in Import Wizard.
❏ Product Integration.sif
❏ CMU Billing BC
❏ MACD Performance
❏ Order Entry
❏ Picklist
❏ Price List
❏ Pricer
❏ Product
❏ Product (SSE)
❏ Product Selection UI
❏ Quote
❏ Quote (UI)
❏ Symbolic Strings
10 Import the rest of the SIF files from the SIFFiles folder into Siebel Tools using the Tools 'Import
From Archive function.
❏ ModifiedApplets.sif
❏ ModifiedBC.sif
❏ ModifiedBO.sif
❏ ModifiedBS.sif
❏ ModifiedIO.sif
❏ ModifiedLink.sif
❏ ModifiedPickList.sif
❏ ModifiedScreen.sif
❏ ModifiedViews.sif
❏ ModifiedApplication.sif
❏ ModifiedSymStrings.sif
If you have not locked the required projects, you may receive a warning error message.
❏ ModifiedApplets.sif
❏ ModifiedBC.sif
❏ ModifiedBS.sif
11 The following steps are only necessary for customers who are installing languages other than
ENU:
a Select Tools > Utilities > Locale Management to import LMU Files for the specific language from
the LMU folder into Siebel Tools.
d Click on Import Tab > Browse to locate the LMU file you want to import and click Import.
12 Stop Siebel Server if it is running.
13 Compile all the projects using Tools > Compile Projects and selecting the "All Projects" option,
and save the .srf file to <Siebel Server Install folder>\objects\ENU\siebel_sia.srf on the installed
Siebel server.
14 Copy the Web Template file ccview_parentdetails.swt from folder WebTemplate into Siebel Server
<Siebel Server Install folder >\WEBTEMPL.
16 Import the workflows listed in the following table into the Siebel application.
NOTE: All new workflows should be imported into the CMU Billing Integration project. All of the
existing workflows should be imported. In other words, the modified workflows should be
imported into the corresponding projects. All of the SIS OM * workflows except SIS OM Add
Quote Service Charge Sub-Process and SIS OM Add Order Service Charge Sub-Process should
be imported into the SIS OM Base Architecture project. The workflow Pricing Procedure -
Calculate Net Price should be imported into the project Row Set Transformation ToolKit project.
SIS OM Add Order Service Charge Sub- New CMU Billing Integration
Process
SIS OM Add Quote Service Charge Sub- New CMU Billing Integration
Process
SIS OM New Products & Services Process Modified SIS OM Base Architecture
SIS OM Add Service Charge Quote Sub- New CMU Billing Integration
Process (New workflow for nested
service bundle changes)
SIS OM Add Service Charge Order Sub- New CMU Billing Integration
Process (New workflow for nested
service bundle changes)
SIS OM NSB Update Order Line (New New CMU Billing Integration
workflow for nested service bundle
changes)
SIS OM Edit Delta Quote Line Item Modified SIS OM Base Architecture
(Updated workflows for nested service
bundle changes)
SIS OM Edit Service Order Line Item Modified SIS OM Base Architecture
(Updated workflows for nested service
bundle changes)
b Right-click on the right-side pane 'Workflow Processes' and import the .xml file into Siebel Tools
from the workflows folder. Refer to the list of workflows in the table above to know which project
these workflows need to be imported into.
c Check the status of the Workflow process. If it is In-Progress, then make it complete by
deploying the Workflow process by clicking on the Deploy button.
CAUTION: Do not click the "Deploy+ Activate" Button, as doing so will yield an error
message.
For version 8.0 and above, the button to change the workflow status to complete is Publish/
Activate. To view this button, select View > Tool Bar > Workflow/Task Editor to make the WF
status as complete are "Publish/Activate" - To view this button click on View > Tool Bar> WF/
Task Editor. If you receive an error message, note the workflows that have failed and
manually activate these workflows in the application.
NOTE: You may receive the "This is an invalid Workflow…" error message while deploying the
modified workflows from the list. Ignore the error and click Yes.
d Repeat Step b and Step c for of all the workflows in the folder.
c In the first applet, called 'Action Sets', search for the Action Set 'Cache Refresh BC - ISS
Promotion Pricing Components List Applet'.
d For this Action Set, in the bottom form applet, there is a control with the 'Business Service
Context' label. For this control, the current value previously was only "ISS Promotion Pricing
Components", "ISS Promotion Pricing Rules Summary". Another new entry was added to this and
now the value for this control is "ISS Promotion Pricing Components", "ISS Promotion Pricing
Rules Summary", and "Promotion Config Item". (Note that there should be a space after the
comma.)
18 Restart the Siebel Server.
19 Launch the Siebel Communications application.
Defining the End-Point URL for ABS and Siebel Inbound Web Services
Use the following procedure to define the end-point URI for ABS (Outbound Web Services) and Siebel
Inbound Web Services:
5 Navigate to the Service Ports list applet and change the URI provided by the ABS team.
Example: http://ap6039fems.us.oracle.com:7797
NOTE: Query for these inbound web services using QBE: *CMU* OR *ISS* OR *Update Order*
OR *SWI Update*
3 In the middle Inbound Service Ports list applet, change the Address port.
NOTE: Replace string <web server>, <lang>, <UserName>, <Password> with the correct data
based on the server information.
NOTE: Bounce the server after you have enabled the compgrp and synchronized it.
2 Query for each of the following Component Groups and if Enable State = Disabled, click
<Enable>:
SIA
■ EAI
3 After enabling the necessary components, navigate to Site Map > Administration - Server
Configuration > Enterprises > Synchronize.
Windows
1 Log in to the machine with the credentials.
4 Type <Build>ses\siebsrvr\bin.
srvrmgr /e <Enterprise Server Name> /s <Siebel Server Name> /g <Gateway Server Name: Port
Number> /u <User Name> /p <Password> <enter>
6 Run the command to verify how many components are enabled for "list of compgrp".
8 After you run the Enable compgrp <Alias> command, verify that the command run was
successful, and then run the Exit command.
10 After the machine is up, connect to Server Manger by running the command listed in Step 5 and
verify that enabled components groups exist by running the "list of compgrp" command.
UNIX
1 From the local machine click on Stat - Run- type telnet <Machine name> ex:telnet sdcpi43
2 Log in with the instance and pwd: resource. (Note: Look at the URL to determine the instance.
For example, the URL may contain 16661 = qa1, 16662 = qa2 instance and so on.)
3 Navigate to <Build>ses\siebsrvr\bin.
smgr <enter>
After you have activated the necessary workflows and restarted the server, you can create orders.
Expected Result: Launch an instance of Mobile Web Client. When you try to open another instance,
instead of opening a new instance, the system should display the "One Siebel Instance is already
running" error message.
Bug ID 763268: When users toggle between synchronization statuses and then update the record,
their updates are not synchronized.
NOTE: For more information about SSSE, see the Siebel Server Sync Guide, Version 7.8, Rev. B. This
guide is available on the Siebel Bookshelf at http://www.oracle.com/ technology/documentation/
siebel.html.
NOTE: The default value is Y, so with no user configuration, the system will perform Attendee
Tracking.
NOTE: The default value is False, so with no user configuration, the system will perform contact
matching.
■ Process of Configuring Scheduling and Parameterization for Oracle BI Publisher Reports on page 235
■ Configuring the Siebel Mobile Client to Generate Oracle BI Publisher Reports on page 247
NOTE: It is recommended that after fulfilling the requirements for this ACR, you execute the
instructions in the order presented.
■ In the Siebel application views to generate, schedule, and view reports. The views are also used
for Siebel application administration tasks and report administration, such as modifying existing
reports, creating new reports, purging reports, and so on.
For more information about using and administering reports, see Siebel Reports Administration
Guide on Siebel Bookshelf for Oracle’s Siebel Business Applications Version 8.1 (http://
www.oracle.com/technology/documentation/siebel.html) on Oracle Technology Network (OTN).
■ In Microsoft Word by using Oracle Business Intelligence Publisher Add-in for Microsoft Word (also
known as Oracle BI Publisher Desktop) to create and customize layout templates.
For information about using Oracle BI Publisher Desktop, see Oracle Business Intelligence
Publisher Report Designer's Guide in the Oracle Business Intelligence Publisher Documentation
Library 10.1.3.4 available on Oracle Technology Network (OTN). However, be aware that not all
features mentioned in this documentation are currently supported in Siebel Business
Applications.
■ In Oracle BI Publisher to manage report scheduling, report users, and other Oracle BI Publisher
administration tasks.
■ You must have a qualified Siebel CRM version 7.8.2 base release installed and configured on your
machine (Siebel Server, Gateway Server, Siebel Web Server, Siebel Tools, and Siebel Mobile Web
Client).
■ Make sure the following component groups are enabled on the Siebel Server:
■ Siebel Remote
■ The applicable Siebel AOM (Application Object Manager), for example, SCCObjMgr_enu for
Siebel Call Center
■ Make sure the Siebel Server is running and the Siebel Mobile Web Client and Siebel Tools can
connect to the server data source.
To implement the Oracle BI Publisher enhancements for ACR 483, perform the following processes
and tasks:
Perform this task to install Oracle BI Publisher for the first time.
Perform this task to copy custom Java classes (Java ARchive [JAR] files) associated with
individual reports. By default, these Java functions are not available on the Oracle BI Publisher
Server.
Perform the tasks in this process to integrate Oracle BI Publisher report functionality with your
Siebel application.
If you plan to implement report scheduling and parameterization, continue on to the next step.
If not, proceed to Step 5.
4 (Optional) “Process of Configuring Scheduling and Parameterization for Oracle BI Publisher Reports”
on page 235
Perform the tasks in this process if you want to use report scheduling and parameterized reports.
NOTE: This is an optional step for using Oracle BI Publisher reports. However, it is recommended
that you perform this step to utilize the full suite of Oracle BI Publisher report features and
functionality available for Siebel Business Applications.
Perform the appropriate configuration task to secure access to the Oracle BI Publisher Server.
The security models available for your use are based on whether or not you implement report
scheduling and parameterization in your deployment.
6 “Configuring the Siebel Mobile Client to Generate Oracle BI Publisher Reports” on page 247
Perform this task if you want to generate reports from the Siebel Mobile Web Client.
OC4J (Oracle Application Server Containers for Java Platform, Enterprise Edition) is installed as part
of this installation. For more information about OC4J, see Oracle Business Intelligence Publisher
Installation Guide, Release 10.1.3 available at Oracle Technology Network (OTN).
The Oracle BI Publisher Server is also installed as part of this installation. During report
generation, which is triggered from the Siebel application, data is pushed from the Siebel
Database to the Oracle BI Publisher Server to generate reports. When handling a report request,
the Oracle BI Publisher Server merges the data with the report template from the Oracle BI
Publisher repository, and then sends the report to the Siebel application.
■ Oracle BI Publisher Add-In for Microsoft Word (also known as Oracle BI Publisher Desktop)
version 10.1.4.3.1
Oracle BI Publisher Desktop is a report authoring tool, which allows you to author and preview
layout templates using Microsoft Word.
This task is a step in “Roadmap for Implementing Oracle BI Publisher Enhancements” on page 222.
NOTE: You can install the Oracle BI Publisher software any time before or after the Siebel Server
installation.
http://edelivery.oracle.com
2 Choose a language, or click Continue to download with English (US) as the default language.
3 Enter the export validation information, accept the license terms and export restrictions, and
then click Continue.
4 Select Oracle Business Intelligence as the product pack and an operating system (for example,
Microsoft Windows (32-bit)). Then click Go.
NOTE: You must select an operating system compatible with the computer on which the Oracle
BI Publisher Server is installed. For information about which platforms are supported for Siebel
Reports, see Siebel System Requirements and Supported Platforms on Oracle Technology
Network.
5 Select the Oracle Business Intelligence 10.1.3 Media Pack for your operating system, and then
click Continue.
For example, you might select Oracle Business Intelligence (10.1.3) Media Pack for Microsoft
Windows (32-bit).
6 Download the Oracle BI Publisher 10.1.3.4.1 installers. For example, if you chose Oracle Business
Intelligence (10.1.3) Media Pack for Microsoft Windows (32-bit) in Step 5, you download the
following:
NOTE: Typically administrators download and install Oracle BI Publisher Desktop (also
known as Oracle Business Intelligence Publisher Add-in for Microsoft Word) during the Oracle
BI Publisher Enterprise installation, however, you can install it any time.
NOTE: The titles and part numbers for the installers differ depending on the operating system
you selected in Step 4.
If you chose Oracle Business Intelligence (10.1.3) Media Pack for Microsoft Windows (32-bit)
in Step 4, you decompress the V16384-01.zip file.
CAUTION: You must extract the .zip file to a directory whose name does not contain any
spaces. If the directory name contains spaces, the installation fails.
b Follow the instructions provided in Installing BI Publisher into Oracle Application Server for OC4J
10.1.3.1 in Oracle Business Intelligence Publisher Installation Guide, Release 10.1.3 available at
Oracle Technology Network (OTN).
NOTE: OC4J is installed and the Oracle BI Publisher Server starts automatically as part of
this installation.
8 Install Oracle Business Intelligence Publisher Add-in for Microsoft Word (also known as Oracle BI
Publisher Desktop) by doing the following:
a Decompress the appropriate .zip file according to the Media Pack you chose in Step 4.
For example, if you chose Oracle Business Intelligence (10.1.3) Media Pack for Microsoft
Windows (32-bit) in Step 5, you decompress the V16380-01.zip file.
CAUTION: You must extract the .zip file to a directory whose name does not contain any
spaces. If the directory name contains spaces, the installation fails.
9 Make sure applicable users install Oracle BI Publisher Desktop on a machine where Microsoft
Word is installed.
This task is a step in “Roadmap for Implementing Oracle BI Publisher Enhancements” on page 222.
■ XSLFunctions.JAR
■ SiebelCustomXMLP.JAR
■ SiebelCustomXMLP_SIA.JAR
NOTE: JAR files are the standard functions used in reports. If there are additional custom Java
extensions, you must perform this step for those JAR files as well.
b Click the Admin tab, and then select Runtime Configuration and Properties.
c Change the default value for the Disable External Reference attribute to FALSE, click Apply, and
then verify the changes were made.
a Select Start, Programs, and then Oracle - BIPHomeX (where X is a system-assigned number
when you install Oracle BI Publisher).
This process is a step in “Roadmap for Implementing Oracle BI Publisher Enhancements” on page 222.
7 (Optional) “Associating Oracle BI Publisher Reports with Siebel Views” on page 233
9 (Optional) “Working with Oracle BI Publisher and Actuate Reports Concurrently” on page 234
10 (Optional) “Enabling Logging for the Oracle BI Publisher Server” on page 234
NOTE: If you want to use report scheduling and parameterized reports, you must perform additional
configuration. For configuration tasks specific to report scheduling and parameterization, see
“Process of Configuring Scheduling and Parameterization for Oracle BI Publisher Reports” on page 235.
This task is a step in “Process of Implementing Siebel Fix Pack 7.8.2.14” on page 226.
An ACR483 folder is created in the REPPATCH directory with the following subfolders:
■ REPORTS
■ REPOSITORY
■ SEED_DATA
a Navigate to the SIEBEL_TOOLS_ROOT\BIN\ENU directory, and then open the tools.cfg file in a
text editor.
b In the [Siebel] section, change the value of the SymStrPrefix parameter to SBL_, and then save
the tools.cfg file.
This task is a step in “Process of Implementing Siebel Fix Pack 7.8.2.14” on page 226.
NOTE: If the Table XMLP project is inactive, activate this project by unchecking the Inactive
checkbox.
4 Run import.bat to import the SIF files from all the subfolders in the
REPPATCH\ACR483\REPOSITORY directory, and then save the file. The import might take some
time.
NOTE: Make sure the applicable projects are locked before running the batch file.
e In the Select Project dialog box, select the XMLP Integration project from the drop-down list, and
then click OK.
6 Examine the log files in the SIEBEL_TOOLS_ROOT\LOG directory to verify the import successfully
completed.
8 Using Siebel Tools, compile the changes for all projects into an updated SRF by doing the
following:
a From the Tools menu, choose Tools, and then the Compile Projects menu item.
This task is a step in “Process of Implementing Siebel Fix Pack 7.8.2.14” on page 226.
■ S_XMLP_REPOUTPT
■ S_XMLP_REP_IOBJ
■ S_XMLP_REP_TMPL
■ S_XMLP_RPT_LANG
■ S_XMLP_RPT_VIEW
NOTE: You imported these tables from the ACR483\REPOSITORY\Table directory in Step 4 on
page 228 in “Applying Repository and Schema Changes.”
2 Using Siebel Tools, create these tables in the physical database by doing the following:
a Perform a query to select the five tables listed above, and then click Apply.
❏ Enter the database user, database user password, and OBDC data source, making sure
the database user has privileges to change the database schema.
c Click Apply to create the tables in the physical database by doing the following:
c Edit the ACR483\SEED_DATA\import.bat file to set the following parameters to the proper
values:
❏ TOOLSPATH is the Siebel Tools installation path (SIEBEL_TOOLS_ROOT).
❏ SIEBEL_TOOLS_ROOT\LOG\dataimp_seed.log
This task is a step in “Process of Implementing Siebel Fix Pack 7.8.2.14” on page 226.
[Component Groups]
XMLPReport = XMLP Report
[Components]
XMLPReportServer = XMLP Report Server
[XMLPReport]
FullName = XMLP Report
Description = XMLP Report Components
CreateDisabled = TRUE
[XMLPReportServer]
FullName = XMLP Report Server
Description = Generates Reports
SvcName = XMLP Driver Service
CompGrp = XMLPReport
FixedParam: Method = GenerateReport
Param: MaxTasks = 20
FixedParam: ConfigFile = siebel.cfg
FixedParam: DataSource = ServerDataSrc
FixedParam: NamedDataSource = ServerDataSrc,GatewayDataSrc
Param: CfgRepositoryFile = siebel$(Vertical_Extension).srf
Param: UnicodeConvError = FALSE
[Named Subsystems]
XMLPJvmSubsys = XMLP Java Business Service Subsystem Parameters
[XMLPJvmSubsys]
FullName = XMLPJvmSubsys
Description = XMLP Java Business Service Subsystem Parameters
SubsysType = JVMSubSys
CLASSPATH = %SiebelRoot%/classes/SiebelXMLP.jar;%SiebelRoot%/classes/
xdoparser.jar;%SiebelRoot%/classes/fix6312772.jar;%SiebelRoot%/classes/
xdocore.jar;%SiebelRoot%/classes/xmlparserv2-904.jar;%SiebelRoot%/classes/
versioninfo.jar;%SiebelRoot%/classes/share.jar;%SiebelRoot%/classes/
jewt4.jar;%SiebelRoot%/classes/jdbc12.jar;%SiebelRoot%/classes/
i18nAPI_v3.jar;%SiebelRoot%/classes/collections.jar;%SiebelRoot%/classes/
bipres.jar;%SiebelRoot%/classes/bicmn.jar;%SiebelRoot%/classes/
siebel.jar;%SiebelRoot%/classes/XSLFunctions.jar;%SiebelRoot%/classes/
SiebelCustomXMLP.jar
where:
NOTE: Typically, this path is in the SIEBSRVR_ROOT\CLASSES directory. Make sure the end
of line character for the Classpath is appropriate for your operating system. For example, for
UNIX, replace the semicolon (;) with a colon (:).
CAUTION: An error might occur if the value of the CLASSPATH parameter is too long. To
avoid this, copy the CLASSPATH folder to the root directory, and then point CLASSPATH to
this path.
2 Make sure the Gateway Name Server is running, but the Siebel application server is not.
3 Execute one of the following commands in the SIEBSRVR\BIN directory with the proper values.
■ For Windows:
■ For non-Windows:
NOTE: If the port number for the Siebel Gateway Name Server is not 2320 (the default), you
must specify the port number. Otherwise, no port number is needed.
4 To verify results, make sure the named subsystem definitions were added to the appropriate .dat
file.
If not, create them using the Siebel Web Client (or Developer Web Client).
This task is a step in “Process of Implementing Siebel Fix Pack 7.8.2.14” on page 226.
3 Select the XMLP Report component group, and then click Enable.
4 In the Component Group Assignments subview, choose the target Siebel Server, and then click
Assign to assign the component group to this server.
This task is a step in “Process of Implementing Siebel Fix Pack 7.8.2.14” on page 226.
3 Set the address of the service ports of this Web service to the actual address of the Oracle BI
Publisher Server web service, for example:
http://<host.domain>:<port>/xmlpserver/services/PublicReportService
where:
4 In the Operations view, make sure there are some operations, for example, reportLogin and
createReport.
Known Issue
If you have removed the PublicReportService Web service and its related integration objects and then
attempt to create the EAI outbound Web service with the WSDL again, the data type of some of the
integration component fields might be incorrectly set to DTYPE_TEXT. If this occurs, change the data
type for these fields back to DTYPE_ATTACHMENT by doing the following:
2 In the Object Explorer, select the Flat tab, and then click Integration Component Field.
4 Change the Data Type field of the records to DTYPE_ATTACHMENT (from DTYPE_TEXT).
NOTE: Some preconfigured reports are available for your use. For a comprehensive list of the
preconfigured reports that ship with Siebel Business Applications, see 876284.1 (Doc ID) on My
Oracle Support.
This task is an optional step in “Process of Implementing Siebel Fix Pack 7.8.2.14” on page 226.
2 In the Views list, select a view with which you want to associate a report.
4 In the Views dialog box, choose a report name, and then click OK.
The report is now available in the Reports menu when you are in a view with which the report is
associated.
For more information about associating reports with Siebel views, see Siebel Reports Administration
Guide on Siebel Bookshelf for Oracle’s Siebel Business Applications Version 8.1 (http://
www.oracle.com/technology/documentation/siebel.html) on Oracle Technology Network (OTN).
This task is a step in “Process of Implementing Siebel Fix Pack 7.8.2.14” on page 226.
NOTE: It is the responsibility of the report designer to make sure that fonts are selected that match
the data that is likely to be included in a report.
■ For UNIX, copy the fonts in the C:/Fonts directory to the $JRE_HOME/fonts directory
NOTE: This task is typically performed as part of the Siebel Reports installation. However,
administrators can perform this task at any time.
For more information about fonts in Siebel Business Applications, see Siebel Global Deployment
Guide on Siebel Bookshelf for Oracle’s Siebel Business Applications Version 8.1 (http://
www.oracle.com/technology/documentation/siebel.html) on Oracle Technology Network (OTN).
This task is an optional step in “Process of Implementing Siebel Fix Pack 7.8.2.14” on page 226.
■ BOTH if you want both Oracle BI Publisher and Actuate reports to appear. This is the default
setting.
Your selection indicates what appears in the Reports menu drop-down list in the Siebel
application.
■ If you plan to use Oracle BI Publisher reports (with or without Actuate reports), there are no
further steps because the reporting engine is active by default.
■ If you plan to use only Actuate reports, disable the XMLP Report Server Component.
For instructions, see Siebel Reports Administration Guide on Siebel Bookshelf for Oracle’s Siebel
Business Applications Version 8.1 (http://www.oracle.com/technology/documentation/siebel.html) on
Oracle Technology Network (OTN).
This process is one step in “Roadmap for Implementing Oracle BI Publisher Enhancements” on
page 222.
NOTE: Before performing the tasks in the process, you must have completed the procedures in
“Process of Implementing Siebel Fix Pack 7.8.2.14” on page 226.
To configure scheduling and parameterization features for Oracle BI Publisher reports, perform the
following tasks:
1 “Importing Scheduling and Parameterization Features for Oracle BI Publisher Reports” on page 235
For information about using report scheduling and parameterization, see Siebel Reports
Administration Guide on Siebel Bookshelf for Oracle’s Siebel Business Applications Version 8.1 (http:/
/www.oracle.com/technology/documentation/siebel.html) on Oracle Technology Network (OTN).
This task is a step in “Process of Configuring Scheduling and Parameterization for Oracle BI Publisher
Reports” on page 235.
This task is a step in “Process of Configuring Scheduling and Parameterization for Oracle BI Publisher
Reports” on page 235.
2 Review the topic on prerequisites for implementing a Java Business Service (http://
download.oracle.com/docs/cd/E14004_01/books/EAI3/EAI3_EAIJBS3.html) in Siebel Reports
Administration Guide on Siebel Bookshelf for Oracle’s Siebel Business Applications Version 8.1 on
Oracle Technology Network (OTN).
3 In the Siebel Web Client, create an XMLPJVmSubsys profile by doing the following:
a Navigate to the Administration - Server Configuration screen, Enterprises, and then the Profile
Configuration view.
b In the Profile field, query for XMLPJvmSubsys.
❏ Profile is XMLPJvmSubsys
❏ Alias is XMLPJvmSubsys
d Create three profile parameters for this profile and make sure the paths correctly locate the
required files.
For more information on setting the values of the JVM DLL Name and JVM Options
parameters, see the EAI documentation at:
http://download.oracle.com/docs/cd/E14004_01/books/EAI3/EAI3_EAIJBS3.html
Data
Parameter Alias Type Value Description
JVM DLL Name DLL String For Windows: JVM DLL Name
<path to jvm.dll_file>
For HP-UX:
<path to libjvm.sl_file>
❏ JAVA_HOME is /usr/java
4 Synchronize the component definitions with the Siebel Gateway Name Server.
This task is a step in “Process of Configuring Scheduling and Parameterization for Oracle BI Publisher
Reports” on page 235.
a Navigate to the Administration - Web Services screen, then the Inbound Web Services view.
c Change the host and port number of the server port’s address to match that of the Siebel
Server.
2 Create new responsibilities and assign users to the responsibilities by doing the following:
❏ XMLP_ADMIN
❏ XMLP_SCHEDULER
❏ XMLP_DEVELOPER
❏ XMLP_SIEBEL_GUEST
3 Navigate to the Administration - Application screen, then the Views view to create a new Report
Job List View view.
4 Associate the XMLP_SCHEDULER responsibility with the Report Job List View view.
This task is a step in “Process of Configuring Scheduling and Parameterization for Oracle BI Publisher
Reports” on page 235.
a Navigate to the Administration - Data screen, then the LOV Explorer view.
NOTE: The Replication Level field is automatically populated to All. Keep the default values
for the other fields.
NOTE: The display values are now available as choices for the Time field in the Schedule a Report
dialog box. For more information about this field, see topics on scheduling reports in Siebel
Reports Administration Guide on Siebel Bookshelf for Oracle’s Siebel Business Applications
Version 8.1 (http://www.oracle.com/technology/documentation/siebel.html) on Oracle Technology
Network (OTN).
2 Create an inbound Web service to extract data from the Oracle BI Publisher Server.
a Navigate to the Administration - Web Services screen, then the Inbound Web Services view.
c Query for BIPDataService, and verify there is a BIPDataPort service port with a GetReportData
operation.
d Change the host and port number of the server port’s address to match that of the Siebel
Server.
a Navigate to the Administration - Integration screen, then the Host Administration view.
c Navigate to the Administration - Integration screen, then the Symbolic URL Administration view
to create a new record with the following values:
❏ Name is BIPReportJobListPage
❏ URL is http://biphost/xmlpserver/servlet/myhistory
❏ Host Name is host:port (the Oracle BI Publisher host address that you choose from a
picklist)
d Scroll down to Symbolic URL Arguments to add new records with the following values:
Argument
Name Required Type Argument Value
This task is a step in “Process of Configuring Scheduling and Parameterization for Oracle BI Publisher
Reports” on page 235.
http://<host>:<port>/xmlpserver/services/PublicReportService_v11?wsdl
2 Remove the existing outbound Web service and related integration objects by doing the
following:
c In the Business Services list, query for PublicReportService, and then delete it.
e In the Integration Objects list, query for XMLP Integration project, and then select and delete
all the objects.
a From the Tools menu, choose File, New Object, EAI, and then the Web Service icon, and click OK.
c Check the Deploy Integration Object(s) and Proxy Business Service(s) option, and then click
Finish.
❏ siebel_port_name is PublicReportService_v11
❏ siebel_web_service_name is PublicReportServiceService
❏ siebel_web_service_namespace is http://xmlns.oracle.com/oxp/service/v11/
PublicReportService
d In the Object Explorer, select Integration Object, and query for the XMLP Integration project.
5 In the Siebel Web Client, create and configure a new outbound Web service.
a Navigate to the Administration - Web Service screen, then the Outbound Web Services view.
b In the name field, query for PublicReportServiceService, and then delete this service.
c Click Import, browse to select the PublicReportService_v11.xml file (that you imported in
Step 3), and then click Import.
d With this new PublicReportServiceService web service selected, scroll down to the Operations
subview, and then select all operations records.
e From the application-level menu, choose the Edit menu, the Change Records menu item, and
then perform the following, and then click OK:
f Verify that the Authentication Type value for all operations are changed to None (from
Username/Password - clear text).
This task is a step in “Roadmap for Implementing Oracle BI Publisher Enhancements” on page 222.
The following models are available for authenticating user access to the Oracle BI Publisher Server
in a Siebel Reports connected environment.
■ BI Publisher Security
■ Siebel Security
■ LDAP
For more information about the Siebel Reports environments, see Siebel Reports Administration
Guide on the Siebel Bookshelf for Oracle’s Siebel Business Applications Version 8.1 (http://
www.oracle.com/technology/documentation/siebel.html) on Oracle Technology Network (OTN).
Which model you can use depends on whether or not you plan to implement scheduling and
parameterization for Oracle BI Publisher reports as shown in Table 17.
Table 17. Security Model Options for Authenticating User Access to the Oracle BI Publisher Server
Supports Report
Scheduling and
Security Model Parameterization? For Configuration Instructions, See...
2. LDAP authentication is available whether or not you are implementing report scheduling and parameterization.
To secure user access to the Oracle BI Publisher Server, perform one of the following tasks:
■ “Configuring Security and Authentication Using the BI Publisher Security Model” on page 243
■ “Configuring Security and Authentication Using the LDAP Security Model” on page 244
■ “Configuring Security and Authentication Using the Siebel Security Model” on page 246
This task is a step in “Securing User Access to the Oracle BI Publisher Server” on page 242.
By default, when you install Oracle BI Publisher, the security model for the Oracle BI Publisher Server
is set to BI Publisher Security. No additional configuration for the Oracle BI Publisher Server is
necessary.
To implement BI Publisher Security authentication, you specify the user ID and password used to
access the Oracle BI Publisher Server as a parameter for the XMLP Report Server Component. When
the XMLP Report Server Component issues an outbound Web service call to run a report, the Oracle
BI Publisher user ID and password specified for the XMLP Report Server Component are passed as a
parameter (which can be encrypted or in plain text) to be authenticated by the Oracle BI Publisher
Server as the request is processed.
CAUTION: You cannot use the BI Publisher Security model if your deployment supports report
scheduling or parameterized reports. Instead, you must use either the Siebel Security or LDAP
model. For information about configuring the Siebel Security model, see “Configuring Security and
Authentication Using the Siebel Security Model” on page 246. For information about configuring the
LDAP model, see “Configuring Security and Authentication Using the LDAP Security Model” on page 244.
5 Enter the user ID and password used to access the Oracle BI Publisher Server in the Default Value
fields of the BIP Server Login and BIP Server Password parameters.
This task is a step in “Securing User Access to the Oracle BI Publisher Server” on page 242.
To implement LDAP authentication for Siebel user access to the Oracle BI Publisher Server, you
implement LDAP authentication for your Siebel application, and you must use the same LDAP
directory for the Oracle BI Publisher Server.
In an implementation using LDAP authentication, an LDAP security adapter provided with Siebel
Business Applications authenticates users against an LDAP-compliant directory. The directory stores
information that is required to allow users to connect to the database and the Oracle BI Publisher
Server and this information is retrieved by the security adapter when users try to run a report. When
users log into a Siebel application that uses LDAP authentication, they are already authenticated for
the current session.
NOTE: Using the LDAP security adapter to connect to a Microsoft Active Directory Server (ADS)
directory has not been certified for use with Oracle BI Publisher.
c Create a new LDAP user with which to authenticate the Oracle BI Publisher Server. For example,
uid=appsuser,ou=people,o=siebel.com, where appsuser is any name of your choice.
d Add this new user to the XMLP_ADMIN group.
For more information on this step, see the topic on configuring LDAP or ADSI security adapters
using the Siebel Configuration Wizard in Siebel Security Guide.
2 Set the user credentials for the Oracle BI Publisher Server by doing the following:
a Log in to the Oracle BI Publisher Server with administrator privileges, and specify LDAP as the
security model you want to implement for Oracle BI Publisher. Then specify the user credentials
for your directory.
For example, you might set the credentials for a SunOne LDAP Server as follows:
❏ URL is ldap://<ldap_host_name>:<ldap_port>.
❏ Administrator Password is the password for the user you created for authentication (in
this example, that is uid=appsuser,ou=people,o=siebel.com).
❏ Group Attribute Name is a value of your choice. The default value is cn.
❏ Group Member Attribute Name is a value of your choice. The default value is
uniquemember.
❏ Group Description Attribute Name is a value of your choice. The default value is
description.
❏ attribute used for RDN is based on the LDAP Server value (in this example, uid).
c Log in to the Oracle BI Publisher Server using the LDAP directory user name and password.
For more information on implementing LDAP for Oracle BI Publisher, refer to the Oracle BI Publisher
documentation. For information on setting up an LDAP directory, see the topic on setting up the LDAP
or ADS Directory in Siebel Security Guide.
This task is a step in “Securing User Access to the Oracle BI Publisher Server” on page 242.
CAUTION: If you plan to use report scheduling and parameterized reports, you must set the security
model for the Oracle BI Publisher Server to either Siebel Security or LDAP. You cannot use the Oracle
BI Publisher Security model. For information about configuring the LDAP model, see “Configuring
Security and Authentication Using the LDAP Security Model” on page 244.
The Siebel Security model authenticates logins for reports users against the Siebel Database one
time only, then a session token is provided for the Oracle BI Publisher Server authentication. Because
every user executing reports has their own credentials and roles, users have private visibility on the
Oracle BI Publisher Server when scheduling reports.
For import instructions, see “Importing Scheduling and Parameterization Features for Oracle BI
Publisher Reports” on page 235.
NOTE: The URL for launching Oracle BI Publisher resides in the BI_Publisher_readme.txt file
located in the Oracle BI Publisher installation folder.
4 (Optional) In the Local Superuser section, enable local superuser by checking the Enable Local
Superuser checkbox, and typing a Superuser name and password of your choice.
NOTE: Superusers can log into the Oracle BI Publisher Server when the Siebel application is not
running.
5 In the Security Model section, perform the following, and then click Apply.
■ Enter the host name and port as the Web Service Endpoint
7 Launch Oracle BI Publisher again using the same URL, username, and password in Step 2 above.
8 Click the Admin tab, select Roles and Permissions, and then add the SiebelCRMReports folder to
the following roles:
❏ XMLP_ADMIN
❏ XMLP_SCHEDULER
❏ XMLP_DEVELOPER
❏ XMLP_SIEBEL_GUEST
This task is a step in “Roadmap for Implementing Oracle BI Publisher Enhancements” on page 222.
To configure the Siebel Mobile Web Client to generate Oracle BI Publisher reports
■ Add the following XMLP sections in the siebel.cfg and client application (such as uagent.cfg for
Siebel Call Center) configuration files.
[XMLPReports]
XdoDir = /xmlp/templates/
ReportOutputDir = /xmlp/reports/
ReportDataDir = /xmlp/data/
[XMLPJvmSubsys]
FullName = XMLPJvmSubsys
Description = XMLP Java Business Service Subsystem Parameters
SubsysType = JVMSubSys
CLASSPATH = %SiebelRoot%/classes/SiebelXMLP.jar;%SiebelRoot%/classes/
xdoparser.jar;%SiebelRoot%/classes/fix6312772.jar;%SiebelRoot%/classes/
xdocore.jar;%SiebelRoot%/classes/xmlparserv2-904.jar;%SiebelRoot%/classes/
versioninfo.jar;%SiebelRoot%/classes/share.jar;%SiebelRoot%/classes/
jewt4.jar;%SiebelRoot%/classes/jdbc12.jar;%SiebelRoot%/classes/
i18nAPI_v3.jar;%SiebelRoot%/classes/collections.jar;%SiebelRoot%/classes/
bipres.jar;%SiebelRoot%/classes/bicmn.jar;%SiebelRoot%/classes/siebel.jar;%SiebelRoot%/
classes/XSLFunctions.jar;%SiebelRoot%/classes/SiebelCustomXMLP.jar
where:
NOTE: Typically, this path is in the SIEBSRVR_ROOT\CLASSES directory. Make sure the end
of line character for the Classpath is appropriate for your operating system. For example, for
UNIX, replace the semicolon (;) with a colon (:).
CAUTION: An error might occur if the value of the CLASSPATH parameter is too long. To
avoid this, copy the CLASSPATH folder to the root directory, and then point CLASSPATH to
this path.
NOTE: You must complete all configuration tasks for ACR 483 as described in “Roadmap for
Implementing Oracle BI Publisher Enhancements” on page 222 before performing the following
procedure.
a Navigate to the Administration - BIP Reports screen, then the Report Template Registration view.
b Select the Account List report template, and then click Upload Files to upload this template to
the Oracle BI Publisher Server.
c Navigate to the View Association view to associate the Account List report to the Account List
view.
The Account List report template is now available to the Siebel application for use in generating
reports.
e Click Close to close the output type dialog box or generate the report in a different format.
To generate a report other than the Account List report, you must first register the report template
to the Oracle BI Publisher Server, and then associate the report with the appropriate view or views
in the Siebel application.
For more information about generating reports, see Siebel Reports Administration Guide on the
Siebel Bookshelf for Oracle’s Siebel Business Applications Version 8.1 (http://www.oracle.com/
technology/documentation/siebel.html) on Oracle Technology Network (OTN).
1 Modify the existing data model, using the information in the following tables:
Table:
Name: S_ORG_DIST_LST
Column: (New)
User Key
Name Type Sequence Nullable Required Physical Type Length
Index: S_ORG_DIST_LST_U1
DELETE_CD 6 Asc
DELETE_CD 0 DELETE_CD
DELETE_CD 0 DELETE_CD
2 Create new Siebel Repository Objects, using the information in the following tables:
Business Component:
Table: S_ORG_DIST_LST
Class: CSSBusComp
Fields:
Business Component:
Project: CG Supplier
Table: S_ORG_PROD
Class: CSSBusComp
Fields:
3 Modify existing Siebel Repository Objects using the information in the following tables:
Business Component:
Search specification:
Fields:
Business Component:
Search specification:
Fields:
Business Component:
Search specification:
Name Value
CG Mark Dist Code for Deletion Y
Business Object:
Link:
Search specification:
PickList:
Search specification:
Applet:
Search specification:
❏ Display Value: Delete (or properly translated display value corresponding to the
language)
NOTE: As a result of ADLApply run, 'Mark for Delete' value as 'Delete-'+[RowId] could be set for
some S_ORG_DIST_LST records and 'Distribution Code' value as 'Delete' could be set for some
S_ORG_PROD records which are marked for deletion. Those records will eventually get deleted
by DeleteExtra method. Except for the previously listed BCs that are used by ADL, any BCs that
are based on S_ORG_PROD should add a BC search spec "[Distribution Code] <>
LookupValue("RTL_PRFL_DIST_CODE","Delete") OR [Distribution Code] IS NULL". Any BCs that
are based on S_ORG_DIST_LST should add a BC search spec "[Mark for Delete] not like 'Delete-
*' OR [Mark for Delete] IS NULL" to avoid this kind of record being displayed or used.
2 Copy the same file in the same directory and name it sse_sample2.dbf
3 In the uagent.cfg file, rename the existing [Sample] section to [Sample1] and rename
sse_samp.dbf to sse_samp1.dbf in the connect string. This is for the first database.
4 Copy the [Sample1] section in the file, rename it to [Sample2], and change its name to
sse_samp2.dbf in the connect string. This is for the second database.
■ Value = TRUE
2 In the ISS VOD Import Popup Applet, add the following applet user property:
■ Name = AutoProceed
■ Value = Y
3 Create product classes "prodclass1" and "prodclass2", associate attributes to them, and release
them.
4 Create CPs, prod1 and associate the product class and attributes created in Step 2.
7 Go to Administration - Product -> Workspace projects, create a record, and associate the data
created.
10 Create data with the same names as in sample db1, and perform all of the operations that you
performed with sample db1. With Name Based imports, you should create objects with the same
name on two databases and ensure that the row ids of these objects are different.
11 Go to Administration > Product > Workspace projects and create a record called my promo1.
12 From the same screen, go to the applet menu and select Import Contents.
13 Import the XML file. This will generate a warning report.
14 The data is imported with the IDs of products present in source machine. In the pop-up dialog
box, click on the 'DownloadReport' button, and review the log file to ensure that there are no
errors and the import is successful.
Verify that the data in the target database is successfully updated with the data in the source
database.
■ Case 3: Name found, ID not the same, replace source ID in the property set with target ID,
no conflict
Procedures for working with the four preceding possible outcomes are detailed below.
Setup Instructions
Desynchronize ROW_ID generation in the first database and the second database (big gap) (keep
the created record in one database to bounce up the row) or if you are able to run SQL, run the
following the SQL command on one database using dbisql: Update S_SSA_ID set
CORPORATE_PREFIX = a different value.
2 In the second database, using simulator with "UseNamesAsKeys" = Y, "LogFullReport" =Y, import
the "Simp Adm1 - DB1 Orig" file.
2 In the second database, using simulator with "UseNamesAsKeys" = Y, "LogFullReport" =Y, import
the "Simp Adm1 - DB1 Orig" file.
2 In the second database, create a Product Definition "Simp Man1" with one resource, and export
it in a file called "Simp Man1 - DB2 Orig" using simulator with "UseNamesAsKeys" = Y,
"LogFullReport" =Y.
2 In the second database, using simulator with "UseNamesAsKeys" = Y, "LogFullReport" =Y, import
the "Simp Adm1 - DB1 Orig" file.
See the zip file folder on the main 7.8.2.x Maintenance Release page to access the
Cfg_Vod_Import_Simulator.xml file.
Import the test simulator entry in Administration - Business Services > Simulator. Contact Oracle
Customer Care to access the SimulatorForImport.xml file.
Parameters can be imported in Administration - Business Services > Input Arguments. Contact
Oracle Customer Care to access the SimulatorForImportParams.xml file.
3 For "FileName", enter the full path to the XML file that you want to import.
4 For "FileType", enter the extension of the file that you want to import.
5 For "RootObjectName", enter the name of the JWS project that you want to import content from.
The name should point to a fresh JWS project so that you will not confuse new objects with
existing ones.
6 For "ReportOnly", enter Y if you do not want to perform an actual import and only analyze for
possible conflicts, and enter N/leave the field empty if you want to perform the actual import.
7 For UseNamesAsKeys", enter Y if you do not want to use name mapping - input XML should
contain all referenced objects - or enter N/leave the field empty if you want to use standard
behavior - ID based mapping.
8 For "NoSrcNameChange", enter Y if you do not want to enforce VOD Names from source or enter
N/leave the field empty.
9 For "NoTargNameChange", enter Y if you do not want to prevent VOD Names change on target
or enter N/leave the field empty.
10 For "AutoProceed", enter Y to enable automatic conflict resolution or enter N/leave the field
empty.
11 For "LogFullReport", enter Y if you do not want to dump the resulting property set in the log file,
or enter N/leave the field empty to log the shortened report.
■ ISS Promotion
■ NoInsert = 'Y"
■ NoUpdate = 'Y'
2 Added NoInsert and NoUpdate = 'Y' for Product Name and deactivated PickList = 'Y'.
3 Prod Cfg Model Id already exists. Add integration component field user prop PICKLIST = 'Y'
5 In the Business Component 'ISS Promotion Items for Import', for field 'Prod Cfg Model Id', set
picklist = PickList Internal Product All and the following pickmap fields:
Prod Id Id
2 Add a new field in the 'ISS Promotion Pricing Rules Summary' Business Component using the
following values:
■ Join = S_PROD_INT
■ Column = CFG_MODEL_ID
■ Type = DTYPE_ID
■ Text Length = 15
3 Set picklist = PickList Internal Product All for the 'Prod Cfg Model Id' field in the 'ISS Promotion
Pricing Rules Summary' Business Component and set pickmaps using the following values:
Prod Id Id
4 Add a new integration component field for the 'ISS Promotion Pricing Rules Summary' integration
component using the following values:
■ User Visible = Y
■ Type = Data
■ External Sequence = 22
■ XML Sequence = 22
5 Add integration component field User Property user prop for 'Prod Cfg Model Id' using the
following values:
■ Name = PICKLIST
■ Value = Y
6 Add NoInsert and NoUpdate = 'Y' for Product Name and deactivate PickList = 'Y'.
3 Add a new field in the 'ISS Promotion Upgrade' Business Component with the following values:
■ Column = CFG_MODEL_ID
■ Type = DTYPE_ID
■ Text Length = 15
4 Set picklist = ISS Promotion PickList for the 'Prod Cfg Model Id' field in the 'ISS Promotion
Upgrade' Business Component and set pickmaps using the following values:
Original Promotion Id Id
5 Add a new integration component field for the 'ISS Promotion Upgrade' Integration Component
using the following values:
■ User Visible = Y
■ Type = Data
■ External Sequence = 28
■ XML Sequence = 28
6 Add an integration component field for the 'Prom Cfg Model Id' User Property using the following
values:
■ Name = PICKLIST
■ Value = Y
7 Add NoInsert and NoUpdate = 'Y' for 'Original Promotion Name' and deactivate PickList = 'Y'.
2 Query for the "Order Entry - Orders" Business Component and add the following user property:
3 Query for the "Account" Business Object and add the following Business Components:
Link: Order Entry - Orders/Order Entry - Line Items (Simple).Line Number (Sequence)
NOTE: The Business Components added should be the same as the ones configured in the
Application Data Map for "CopyOrder" or "CopyQuote".
4 Query for the "Quote", "Order Entry - Orders" Business Components and add the following user
property:
5 Query for the "Contact" Business Object and add the following Business Components:
Link: Order Entry - Orders/Order Entry - Line Items (Simple).Line Number (Sequence)
NOTE: The Business Components added should be the same as the ones configured in the
Application Data Map for "CopyOrder" or "CopyQuote".
3 In Object Explorer, navigate to "Business Object" and check out the "CG Sales Volume Planning"
Business Object.
4 Expand "Business Object" into "Business Object Component" and create a new "Business Object
Component" record with the following values:
5 In Object Explorer, navigate to "Business Component" and check out the "CG SVP Product
Baseline" Business Component.
6 Expand "Business Component," navigate to "Multi Value Link", and create a new "Multi Value
Link" Record with the following values:
7 Navigate to "Field", and create a new "Field" record with the following values:
■ Multivalued: Checked
9 Expand "Business Component", navigate to "Multi Value Link", and create a new "Multi Value
Link" record with the following values:
10 Navigate to "Field", and create a new "Field" record with the following values:
■ Name: Par Categories
■ Multivalued: Checked
NOTE: The Custom Business Component in this example was created by copying the Account
Business Component and Custom Business Object was created by copying the Account Business
Object. For Business Components and Business Objects that are not similar to any existing entities,
be careful for making addition changes.
1 Create the Custom Business Component (My_Account Business Component was created by
copying Account BC, so "Custom BC Name" = My_Account )and compile.
2 Create the Custom Business Object (My_Account Business Object was created by copying
Account BO), make Custom Business Component (My_Account) part of the Business Components
under this Business Object and make it (My_Account) the primary Business Component for this
Business Object (My_Account).
3 Add the Custom Business Component under the appropriate Account/Contact Business Object
(whatever the Custom Business Object is similar to).
5 Check if DeDuplication Results (Account) is part of the Business Components under this Custom
Business Object with the "Custom BC Name"/DeDuplication Results (Account) link (if necessary,
edit the existing link name).
6 Edit the appropriate applets (in this example "Account List Applet" and "Account Entry Applet")
to be based on "Custom BC Name" (such as My_Account ), and include the following user
property in each of the Applets:
7 Add the "Custom Business Component" under the "DeDuplication" Business Object.
9 Create the applets and views (create Custom Account List Applet copied from the Account List
Applet and so forth), and base the "Custom Account List View" on "Custom Business Object" .
10 Add the applets to the custom view that you just created ("Custom Account List View" in this
case).
11 Navigate to View > View Web Template Item, navigate to the bottom applet, and add the two
applets under this view. (You may keep the same name.)
12 Add the view to the appropriate screen (such as the Accounts Screen).
13 On the left pane of View > Screen View, add the New view to the screen at the bottom applet,
using the following values:
■ Select the appropriate value from the Viewbar Text String Reference
■ Select the appropriate value from the Menu Text String Reference
14 Create a view similar to the "Account Duplicates Detail View" (such as the "Custom Contact
Duplicates Detail View" or similar depending upon your Custom Business Object/Business
Component) and base it upon the Custom Business Object.
18 Navigate to Application - Responsibilitie, and add the new view under administration
responsibility.
22 Create a new record for the type DQ_SETTING_NAME with Appropriate Display Name (such as
Force User DeDup-"Custom BC Name or some short form of it" within some prescribed length)
and Language Independent Code
23 Navigate to the List of Values Explorer (under Admin-Data) and add values Y and N of type
DQ_SETTING_VALUES .
Modifying the SIS OM Edit Complex Asset and SIS OM Edit Complex
Asset Workflow—Contact
You must modify these workflows to avoid an error when modifying an Asset in non-interactive mode
or modifying a Simple Product, after the Product definition has changed as a result of adding or
removing components or attributes.
a Move the "Auto Match Port Ids" step from between the "Interactive Mode?" and "Display
Warning?" steps to between the "Set Requested Product Instance" and "Is Product Instance
Customizable" steps.
b Move the connector from "Set Requested Product Instance" to "Is Product Instance
Customizable" and connect it to "Auto Match Port Ids".
c Move the connector from "Auto Match Port Ids" to "Display Warning?" and connect it to "Is
Product Instance Customizable".
d Move the connector from "Interactive Mode?" to "Auto Match Port Ids" and connect it to "Display
Warning?"
3 Check that the Input Argument to the "Auto Match Port Ids" step contains the following values:
■ Input Argument: SiebelMessage
4 Check that the Output Argument to the “Auto Match Port Ids” step contains the values in the
following table:
NOTE: The input and output Property name should match the Input property passed to the
"Reconfigure Product Instance" step. In the default workflow, this property name is "Current
Asset".
■ Installation Overview
■ Upgrade Requirements
Installation Overview
In order to receive the full benefit of all product enhancements contained in the releases covered by
this document, and to maintain a fully supported Siebel installation, install each product component
shown on the Bill of Materials by following the installation instructions in this chapter. Install the
applicable releases for all products that apply to your localized version.
NOTE: This Maintenance Release Guide is updated to include the latest version 7.8.2.x Fix Pack
release. Version 7.8.2.x Fix Pack releases are cumulative and do not need to be installed sequentially.
You can install version 7.8.2, then the latest version 7.8.2.x release.
■ Upgrade Requirements
■ Performing new full installation of version 7.8.2, with version 7.8.2.x. If you are installing
version 7.8.2 as a new full installation, follow the instructions in the Siebel Installation Guide for
the operating system you are using to install the products.
Where applicable, also follow the instructions in this Maintenance Release Guide for installing the
latest version 7.8.2.x Fix Pack release on top of version 7.8.2. You can install 7.8.2 and 7.8.2.x
together by configuring slipstream patch installation. For details, see Configuring Slipstream Patch
Installation.
For the most recent version of the Siebel Installation Guide for the operating system you are
using, see the latest version 7.8 Siebel Bookshelf.
For more information about installing 7.8.2 or 7.8.2.x, see About Installing Patch Releases for
Siebel Products.
■ Installing version 7.8.2 and version 7.8.2.x (patching existing 7.8.0 (Developer
Release) or 7.8.1.x (Limited Release) installation). If you are installing version 7.8.2 as a
maintenance release (patch release) on top of an existing base installation of version 7.8.0
(Developer Release) or version 7.8.1 or 7.8.1.1 (Limited Release), follow the instructions in this
Maintenance Release Guide for doing this.
Also follow the instructions in this guide for installing the latest version 7.8.2.x Fix Pack release
on top of version 7.8.2. You can install 7.8.2 and 7.8.2.x together by configuring slipstream patch
installation. For details, see Configuring Slipstream Patch Installation.
When you installed version 7.8.0 or 7.8.1, you would have already referred to the Siebel
Installation Guide for the operating system you are using. For the most recent version of this
document, see the latest version 7.8 Siebel Bookshelf.
CAUTION: Upgrade requirements apply for this scenario. For more information, see Upgrade
Requirements.
For more information about installing 7.8.2 or 7.8.2.x, see About Installing Patch Releases for
Siebel Products.
■ Installing version 7.8.2.x (patching existing 7.8.2 or prior 7.8.2.x installation). If you
have already installed version 7.8.2 as a new full installation, and optionally installed a 7.8.2.x
Fix Pack release, and are now installing the latest Fix Pack version 7.8.2.x on top of 7.8.2 or
7.8.2.x, follow the instructions in this Maintenance Release Guide for doing this.
When you installed version 7.8.2 as a full installation, you would have already referred to the
Siebel Installation Guide for the operating system you are using. For the most recent version of
this document, see the latest version 7.8 Siebel Bookshelf.
For more information about installing 7.8.2.x, see About Installing Patch Releases for Siebel
Products.
■ Installing new languages provided with version 7.8.2. You can include languages
(language packs) in a new 7.8.2 installation. Or, you can add them to an existing installation after
you have installed version 7.8.2 as a new installation or as a maintenance release. Languages
provided with release 7.8.2 are:
■ Arabic (ARA)
■ Chinese Traditional (CHT)
■ Hebrew (HEB)
■ Swedish (SVE)
Include or add any languages that you will require in your Siebel version 7.8.2 installation image
(network image), which you create using the Siebel Image Creator utility. Then install the
software, or add languages to existing installed software, from the installation image.
You can add languages to an existing installation. If you are installing 7.8.2 as a maintenance
release on top of an existing 7.8.0 or 7.8.1.x release, you must add the languages after you
install 7.8.2 (this is a change compared to version 7.7.x).
Install any applicable 7.8.2.x Fix Packs after you have installed languages in a new or existing
installation.
For more information about installing new languages provided with version 7.8.2, see Installing
New Languages.
For information about installing other supported Siebel languages, see the Siebel Installation
Guide for the operating system you are using. See also Siebel System Requirements and
Supported Platforms on Oracle Technology Network and the Siebel Global Deployment Guide.
As noted earlier, version 7.8.2 can be installed either as a full installation or as a patch installation.
Installing any patch release requires an existing installation of a qualified base release to install into.
Here, base release means the current version of the existing installation, including any installed
patches.
Here are the base versions and product suites for installing version 7.8.2 as a patch release:
■ Siebel Business Applications, version 7.8.0 (Developer Release), 7.8.1 or 7.8.1.1 (Limited
Release)
■ Siebel Industry Applications, version 7.8.0 (Developer Release), 7.8.1 or 7.8.1.1 (Limited
Release)
Here are the base versions and product suites for installing the latest version 7.8.2.x:
Do not install a patch release for one product suite on top of a base installation for another product
suite. Such combinations are incompatible.
Siebel Industry Applications are composed of multiple industry product groups (vertical
applications). For a detailed listing of the industry products contained in each group, see Siebel
System Requirements and Supported Platforms on Oracle Technology Network.
NOTE: In order to run Siebel software, all components of a Siebel Enterprise must be at the same
exact version 7.8.2.x release level.
Siebel Image Creator is described in the Siebel Installation Guide for the operating system you are
using, on the 7.8 Siebel Bookshelf.
See also What Are JAR files and How Do You Use Them? (Doc ID 473799.1) on OracleMetaLink 3.
NOTE: Installing any Siebel 7.8.2.x release, for a new installation or a patch installation, must be
done from an installation image. Always use the most recent version of Siebel Image Creator.
Where possible, install any languages you require before you install any version 7.8.2.x Fix Pack
releases, so you will not need to reinstall the same Fix Pack releases.
NOTE: You must perform additional steps to implement any new language you have installed,
including importing repository data and related steps. For more information about implementing a
language, see relevant Siebel Bookshelf documentation, including the Siebel Installation Guide for
the operating system you are using, Configuring Siebel Business Applications, and the Siebel Global
Deployment Guide. See also Postinstallation Tasks for Supporting New Languages.
For detailed information about a particular quick fix, see the documentation that comes with the
quick fix.
Quick Fixes Included in 7.8.2.x Fix Packs identifies fixes from previous quick fix releases that are
included in version 7.8.2.x releases.
Upgrade Requirements
In order to move from version 7.8.0 (Developer Release) or 7.8.1.x (Limited Release) to version
7.8.2, you install 7.8.2 as a patch release (maintenance release) on top of your prior 7.8.x release,
as described in this document. If a 7.8.2.x Fix Pack release is available, you then install this release
on top of 7.8.2.
NOTE: After you install, a database schema and repository upgrade is required to move
from your prior 7.8.x release to 7.8.2 or 7.8.2.x.
Moving to release 7.8.2 or 7.8.2.x from any release prior to 7.8.x (such as 7.7.x) also requires
upgrading.
For detailed information about upgrade tasks, see the Siebel Database Upgrade Guide. See also
Siebel System Requirements and Supported Platforms on Oracle Technology Network.
A patch installation will not replace any customer-modified files (for example, application
configuration files like siebel.cfg) that govern program execution. When you install a patch release,
any installed languages may also be patched.
NOTE: If you require one of the new languages that were provided with version 7.8.2 (ARA, CHT,
HEB, or SVE), review all applicable information in Installation Overview and Installing New Languages
before you install the patch releases. Where possible, install any languages you require before you
install any version 7.8.2.x Fix Pack releases, so you will not need to reinstall the same Fix Pack
releases.
Patch releases for Siebel software must be installed from an installation image you create using the
Siebel Image Creator utility. This utility is described in the version 7.8 Siebel Installation Guide for
the operating system you are using. For more information, see About Running Siebel Image Creator.
After you install 7.8.2 and 7.8.2.x, any applicable quick fix releases can also be installed, on top of
version 7.8.2.x. For more information, see About Installing Siebel Quick Fix Releases.
NOTE: As noted in Upgrade Requirements, moving from version 7.8.0 or 7.8.1.x to version 7.8.2 or
7.8.2.x requires that you also perform steps described in the Siebel Database Upgrade Guide.
For instructions for installing 7.8.2 and 7.8.2.x for your operating system platform, see:
Before you install patch releases, review all applicable information in About Installing Patch Releases
for Siebel Products.
If you will be installing CHT, ARA, HEB, or SVE languages, also review Installing New Languages.
NOTE: Before you can install any patch releases, you must create the installation images you require
for versions 7.8.2 and 7.8.2.x. For more information, see About Running Siebel Image Creatorand see
the Siebel Installation Guide for the operating system you are using.
TIP: As an alternative to installing 7.8.2 and 7.8.2.x separately as described in the procedures in
this section, you can configure 7.8.2.x installation as described in Configuring Slipstream Patch
Installation.
2 In Windows Explorer, navigate to the Siebel image location for version 7.8.2, then to the
directory where the installer is located. For Siebel Enterprise Server, navigate to
Siebel_Image\Windows\Server\Siebel_Enterprise_Server, where:
■ Siebel_Image = The directory for your version-specific Siebel installation image, such as
D:\Siebel_Install_Image\7.8.2.0.
3 Double-click setup.exe to launch the Siebel Enterprise Server installer for 7.8.2.
4 Select a 7.8.0 or 7.8.1.x instance to patch from the list of detected installations.
6 Navigate to the Siebel image location for version 7.8.2.x, then to the directory where the installer
is located. For Siebel Enterprise Server, navigate to
Siebel_Image\Windows\Server\Siebel_Enterprise_Server, where:
■ Siebel_Image = The directory for your version-specific Siebel installation image, such as
D:\Siebel_Install_Image\7.8.2.x.
7 Double-click setup.exe to launch the Siebel Enterprise Server installer for 7.8.2.x.
8 Select a 7.8.2 or previous 7.8.2.x instance to patch from the list of detected installations.
10 Repeat these steps on each machine with a Siebel Enterprise Server component installation to
be patched.
NOTE: Before you install any patch release for SWSE, refer to Siebel System Requirements and
Supported Platforms on Oracle Technology Network to verify that the Web server version is correct
for the Siebel release. If you need to update the Web server, do so before you install the SWSE patch
releases.
2 In Windows Explorer, navigate to the Siebel image location for version 7.8.2, then to the
directory where the installer is located. For SWSE, navigate to
Siebel_Image\Windows\Server\Siebel_Web_Server_Extension, where:
■ Siebel_Image = The directory for your version-specific Siebel installation image, such as
D:\Siebel_Install_Image\7.8.2.0.
4 Select a 7.8.0 or 7.8.1.x instance to patch from the list of detected installations.
6 Navigate to the Siebel image location for version 7.8.2.x, then to the directory where the installer
is located. For SWSE, navigate to
Siebel_Image\Windows\Server\Siebel_Web_Server_Extension, where:
■ Siebel_Image = The directory for your version-specific Siebel installation image, such as
D:\Siebel_Install_Image\7.8.2.x.
8 Select a 7.8.2 or previous 7.8.2.x instance to patch from the list of detected installations.
NOTE: Installation of a 7.8.2 or 7.8.2.x patch release for Siebel Reports Server products may take
a considerable amount of time to complete, if the patch release delivers a new version of Actuate
software. For the version of Actuate delivered with each patch release, see Siebel System
Requirements and Supported Platforms on Oracle Technology Network.
TIP: If you are certain that the latest version of Actuate products was already installed with 7.8.2
or a prior 7.8.2.x Fix Pack, then you can prevent the Actuate products from being reinstalled for the
current Fix Pack. For example, if you previously installed 7.8.2, then you can determine from Siebel
System Requirements and Supported Platforms on Oracle Technology Network that the latest 7.8.2.x
Fix Pack would reinstall the same Actuate version. Before you install the latest 7.8.2.x Fix Pack, you
can set the parameter InstallActuate = no (default is yes) in the Reports Server siebel.ini file
(located in the installation image for the latest 7.8.2.x Fix Pack). Setting this parameter to no
prevents the same version of Actuate from being reinstalled when you install the Siebel Reports
Server patch release.
■ Siebel_Image = The directory for your version-specific Siebel installation image, such as
D:\Siebel_Install_Image\7.8.2.0.
2 Double-click setup.exe to launch the Siebel Reports Server installer for 7.8.2.
3 Select a 7.8.0 or 7.8.1.x instance to patch from the list of detected installations.
4 Enter your Actuate license key. (Enter the same license key for all version 7.8.x.x releases.)
NOTE: The license key is provided by Siebel Systems in an Actuate letter. If you have the Siebel
Reports Server license and have not received the Actuate license key letter, contact Siebel
Technical Support to request the Actuate license key.
6 Navigate to the Siebel image location for version 7.8.2.x, then to the directory where the installer
is located. For Siebel Reports Server, navigate to
Siebel_Image\Windows\Server\Siebel_Reports_Server, where:
■ Siebel_Image = The directory for your version-specific Siebel installation image, such as
D:\Siebel_Install_Image\7.8.2.x.
7 Double-click setup.exe to launch the Siebel Reports Server installer for 7.8.2.x.
8 Select a 7.8.2 or previous 7.8.2.x instance to patch from the list of detected installations.
9 Enter your Actuate license key again. (Enter the same license key that you entered in Step 4.)
11 Repeat these steps on each machine with a Siebel Reports Server installation to be patched.
Installing Siebel Mobile Web Client, Siebel Tools, or Siebel Client Sync
on Windows
Use these instructions for installing these patch releases on machines where Siebel Mobile Web
Client, Siebel Tools, or Siebel Client Sync are installed.
To install the patch releases for Siebel Mobile Web Clients, Siebel Tools, or Siebel
Client Sync
1 Exit the application for which you are installing the patch releases.
NOTE: For a Siebel Mobile Web Client using the Siebel QuickStart feature, you must also exit the
QuickStart agent. To do this, right-click on the QuickStart icon in the system tray, then choose
Exit. For more information about using Siebel QuickStart with the Mobile Web Client, see the
Siebel Installation Guide for the operating system you are using.
2 In Windows Explorer, navigate to the Siebel image location for version 7.8.2, then to the
directory where the installer is located. For example:
where:
■ Siebel_Image = The directory for your version-specific Siebel installation image, such as
D:\Siebel_Install_Image\7.8.2.0.
4 Select a 7.8.0 or 7.8.1.x instance to patch from the list of detected installations.
5 Follow all prompts to complete installation of 7.8.2.
6 Navigate to the Siebel image location for version 7.8.2.x, then to the directory where the installer
is located. The directory would match the directory from Step 2, except that:
■ Siebel_Image = The directory for your version-specific Siebel installation image, such as
D:\Siebel_Install_Image\7.8.2.x.
8 Select a 7.8.2 or previous 7.8.2.x instance to patch from the list of detected installations.
10 Repeat these steps on each machine with an applicable client installation to be patched.
NOTE: The machine may require a restart at the end of the installation.
Before you install patch releases, review all applicable information in About Installing Patch Releases
for Siebel Products.
If you will be installing CHT, ARA, HEB, or SVE languages, also review Installing New Languages.
Some Siebel products can only be installed on Windows, such as Siebel Mobile Web Clients, Siebel
Tools, and Siebel Client Sync. For more information, see Installing Patch Releases on Windows.
NOTE: Before you can install any patch releases, you must create the installation images you require
for versions 7.8.2 and 7.8.2.x. For more information, see About Running Siebel Image Creator and
see the Siebel Installation Guide for the operating system you are using.
TIP: As an alternative to installing 7.8.2 and 7.8.2.x separately as described in the procedures in
this section, you can configure 7.8.2.x installation as described in Configuring Slipstream Patch
Installation.
2 Unload libraries from the system cache by running the command reset_server all on each
applicable server machine. (See the Siebel System Administration Guide for details on how to
use this command.)
3 Stop the Siebel Gateway Name Server by running the command stop_ns. (See the Siebel System
Administration Guide for details on how to use this command.)
■ stopapa – for IBM HTTP Server (on AIX) and HP Apache Web Server (on HP-UX)
■ stop – for Sun Java System Web Server (on Sun Solaris)
5 (AIX only) Verify that the login ID performing installation has permission to run slibclean by
asking the administrator to change the permission as follows:
/usr/sbin/slibclean
7 Open a new shell and navigate to the Siebel image location for version 7.8.2, then to the
directory where the installer is located. For Siebel Enterprise Server, navigate to Siebel_Image/
UNIX_OS/Server/Siebel_Enterprise_Server, where:
■ Siebel_Image = The directory for your version-specific Siebel installation image, such as
/Siebel_Install_Image/7.8.2.0.
■ UNIX_OS = Your UNIX operating system, such as AIX, HPUX (HP-UX), or Solaris.
8 (For GUI mode) Run setupUNIX_OS to launch the Siebel Enterprise Server installer in GUI mode
for version 7.8.2, where:
■ UNIX_OS = Your UNIX operating system, such as aix (AIX), hp (HP-UX), or sol (Solaris).
Go to Step 10.
9 (For console mode) Enter the following command to launch the Siebel Enterprise Server installer
in console mode for 7.8.2:
where:
■ UNIX_OS = Your UNIX operating system, such as aix (AIX), hp (HP-UX), or sol (Solaris).
10 Select a 7.8.0 or 7.8.1.x instance to patch from the list of detected installations.
11 Follow all prompts to complete installation of 7.8.2.
12 Navigate to the Siebel image location for version 7.8.2.x, then to the directory where the installer
is located. The directory would match the directory from Step 7, except that:
■ Siebel_Image = The directory for your version-specific Siebel installation image, such as
/Siebel_Install_Image/7.8.2.x.
13 Launch the Siebel Enterprise Server installer for 7.8.2.x, in GUI mode or console mode.
14 Select a 7.8.2 or previous 7.8.2.x instance to patch from the list of detected installations.
15 Follow all prompts to complete installation of 7.8.2.x.
16 Repeat these steps on each machine with a Siebel Enterprise Server component installation to
be patched.
NOTE: Before you install any patch release for SWSE, refer to Siebel System Requirements and
Supported Platforms on Oracle Technology Network to verify that the Web server version is correct
for the Siebel release. If you need to update the Web server, do so before you install the SWSE patch
releases.
■ stopapa – for IBM HTTP Server (on AIX) and HP Apache Web Server (on HP-UX)
■ stop – for Sun Java System Web Server (on Sun Solaris)
3 (AIX only) Verify that the login ID performing installation has permission to run slibclean by
asking the administrator to change the permission as follows:
/usr/sbin/slibclean
5 Open a new shell and navigate to the Siebel image location for version 7.8.2, then to the
directory where the installer is located. For SWSE, navigate to Siebel_Image/UNIX_OS/Server/
Siebel_Web_Server_Extension, where:
■ Siebel_Image = The directory for your version-specific Siebel installation image, such as
/Siebel_Install_Image/7.8.2.0.
■ UNIX_OS = Your UNIX operating system, such as AIX, HPUX (HP-UX), or Solaris.
6 (For GUI mode) Run setupUNIX_OS to launch the SWSE installer in GUI mode for 7.8.2, where:
■ UNIX_OS = Your UNIX operating system, such as aix (AIX), hp (HP-UX), or sol (Solaris).
Go to Step 8.
7 (For console mode) Enter the following command to launch the SWSE installer in console mode
for 7.8.2:
where:
■ UNIX_OS = Your UNIX operating system, such as aix (AIX), hp (HP-UX), or sol (Solaris).
8 Select a 7.8.0 or 7.8.1.x instance to patch from the list of detected installations.
9 Follow all prompts to complete installation of 7.8.2.
10 Navigate to the Siebel image location for version 7.8.2.x, then to the directory where the installer
is located. The directory would match the directory from Step 5, except that:
■ Siebel_Image = The directory for your version-specific Siebel installation image, such as
/Siebel_Install_Image/7.8.2.x.
11 Launch the SWSE installer for 7.8.2.x, in GUI mode or console mode.
12 Select a 7.8.2 or previous 7.8.2.x instance to patch from the list of detected installations.
13 Follow all prompts to complete installation of 7.8.2.x.
NOTE: Installation of a 7.8.2 or 7.8.2.x patch release for Siebel Reports Server products may take
a considerable amount of time to complete, if the patch release delivers a new version of Actuate
software. For the Actuate versions delivered with each patch release, see Siebel System
Requirements and Supported Platforms on Oracle Technology Network.
TIP: If you are certain that the latest version of Actuate products was already installed with 7.8.2
or a prior 7.8.2.x Fix Pack, then you can prevent the Actuate products from being reinstalled for the
current Fix Pack. For example, if you previously installed 7.8.2, then you can determine from Siebel
System Requirements and Supported Platforms on Oracle Technology Network that the latest 7.8.2.x
Fix Pack would reinstall the same Actuate version. Before you install the latest 7.8.2.x Fix Pack, you
can set the parameter InstallActuate = no (default is yes) in the Reports Server siebel.ini file
(located in the installation image for the latest 7.8.2.x Fix Pack). Setting this parameter to no
prevents the same version of Actuate from being reinstalled when you install the Siebel Reports
Server patch release.
/usr/sbin/slibclean
3 Open a new shell and navigate to the Siebel image location for version 7.8.2, then to the
directory where the installer is located. For Siebel Reports Server, navigate to Siebel_Image/
UNIX_OS/Server/Siebel_Reports_Server, where:
■ Siebel_Image = The directory for your version-specific Siebel installation image, such as
/Siebel_Install_Image/7.8.2.0.
■ UNIX_OS = Your UNIX operating system, such as AIX, HPUX (HP-UX), or Solaris.
4 (For GUI mode) Run setupUNIX_OS to launch the Siebel Reports Server installer in GUI mode for
version 7.8.2, where:
■ UNIX_OS = Your UNIX operating system, such as aix (AIX), hp (HP-UX), or sol (Solaris).
Go to Step 6.
5 (For console mode) Enter the following command to launch the Siebel Reports Server installer in
console mode for 7.8.2:
where:
■ UNIX_OS = Your UNIX operating system, such as aix (AIX), hp (HP-UX), or sol (Solaris).
6 Select a 7.8.0 or 7.8.1.x instance to patch from the list of detected installations.
7 Enter your Actuate license key. (Enter the same license key for all version 7.8.x.x releases.)
NOTE: The license key is provided by Siebel Systems in an Actuate letter. If you have the Siebel
Reports Server license and have not received the Actuate license key letter, contact Siebel
Technical Support to request the Actuate license key.
9 Navigate to the Siebel image location for version 7.8.2.x, then to the directory where the installer
is located. The directory would match the directory from Step 3, except that:
■ Siebel_Image = The directory for your version-specific Siebel installation image, such as
/Siebel_Install_Image/7.8.2.x.
10 Launch the Siebel Reports Server installer for 7.8.2.x, in GUI mode or console mode.
11 Select a 7.8.2 or previous 7.8.2.x instance to patch from the list of detected installations.
12 Enter your Actuate license key again. (Enter the same license key that you entered in Step 7.)
13 Follow all prompts to complete installation of 7.8.2.x.
14 Repeat these steps on each machine with a Siebel Reports Server installation to be patched.
Where slipstream patch installation is invoked by a full installation rather than by another patch
installation, the patch installation is executed after language packs are installed, and before the
Siebel Software Configuration Wizard is launched.
As noted in Installation Overview, slipstream patch installation may apply in multiple installation
scenarios. Applicable scenarios for the current product releases include:
■ Performing a 7.8.2 patch installation (on top of existing 7.8.0 or 7.8.1.x) plus a 7.8.2.x patch
installation
NOTE: Slipstream patch installation does not apply if you are also adding new languages for version
7.8.2, as described in Installing New Languages. Such language packs must be installed after the
version 7.8.2 installation, and before version 7.8.2.x Fix Pack or other patch installation. You can add
any language after installing post-7.8.2 patches, but you must then reinstall these patches in order
to patch the language.
You configure slipstream patch installation by modifying the base siebel.ini files for each applicable
Siebel product in the 7.8.2 installation image. These siebel.ini files are also modified in installation
scenarios described in the chapter about unattended and console mode installations, in the Siebel
Installation Guide for the operating system you are using.
To support slipstream patch installation, where a 7.8.2 full/patch installation automatically invokes
a 7.8.2.x patch installation, modify the siebel.ini file for each applicable product for 7.8.2, as shown
below. Examples for setting Execute for different modules follow.
[Slipstream]
Install1 = yes
[Install1]
Execute = full_path_to_Siebel_product_installer_executable
Arg = arg_argument
where:
■ arg_argument = One of the following values, depending on whether you are performing a
server installation or a client installation:
Execute = /Siebel_Image/7.8.2.x/AIX/Server/Siebel_Enterprise_Server/setupaix
To configure slipstream patch installation for Siebel Web Server Extension 7.8.2.x on Windows, the
value for Execute might be as shown below:
Execute =
D:\Siebel_Image\7.8.2.x\Windows\Server\Siebel_Web_Server_Extension\setup.exe
To configure slipstream patch installation for Siebel Mobile Web Client 7.8.2.x on Windows, the value
for Execute might be as shown below:
Execute = D:\Siebel_Image\7.8.2.x\Windows\Client\Siebel_Web_Client\install.exe
■ Arabic (ARA)
■ Hebrew (HEB)
■ Swedish (SVE)
If you require any of these languages for a new version 7.8.2 installation, follow instructions in the
Siebel Installation Guide for the operating system you are using. Also review the remainder of this
topic.
NOTE: Customers who do not require any of the new languages do not need to install them, and
only need to install the current patch releases, as described in About Installing Patch Releases for
Siebel Products and subsequent topics.
For general information about language and patch installation, see Installation Overview.
After installing applicable patch releases and any new language, perform applicable tasks in
Postinstallation Tasks for Supporting New Languages.
■ Each Siebel Server on which Application Object Managers will run must support either languages
using a left-to-right display or languages using a right-to-left display.
In other words, you must dedicate particular Siebel Servers that will host Arabic or Hebrew
deployments of Siebel applications. Postinstallation steps you must perform for Arabic or Hebrew
deployments affect resources such as Siebel Web template files and cascading style sheet files,
which are shared by all applications on each Siebel Server.
■ A single Web server and Siebel Web Server Extension installation can support applications using
both left-to-right and right-to-left displays.
■ In order to install Siebel software, the system clock on the computer you are installing on must
be set to a Western calendar. After installation and the first login, the system can optionally be
set to another calendar setting, such as the Hijri calendar for Arabic.
These are high-level instructions. More details about many of the steps are provided in Installing
Patch Releases on Windows and Installing Patch Releases on UNIX and in the Siebel Installation Guide
for the operating system you are using.
See also Installation Overview and About Installing Patch Releases for Siebel Products.
Procedure steps differ according to which languages you require, whether you have an existing
version 7.8.2 installation image, and whether you are installing new languages as part of a new
installation or adding them to an existing installation.
NOTE: In general, it is assumed that you have already included any languages you will require in
your 7.8.2 installation images and product installations. If you did not, you can add languages to an
existing 7.8.2 installation image and add languages to an existing product installation.
For details, see the Siebel Installation Guide for the operating system you are using. See also
About Running Siebel Image Creator.
■ If you do not already have a 7.8.2 installation image for your Siebel installable products, you
create it using this utility, and include any available languages you require (for example, ARA,
CHT, HEB, or SVE). You can also add products to an existing installation image; if you do so,
be sure to include all languages already included in the installation image.
■ Or, for an existing 7.8.2 installation image, you add any additional available languages you
require.
CAUTION: When you specify a directory in which to create a installation image, do not specify
a directory name that contains a space. For additional naming requirements, see the Siebel
Installation Guide for the operating system you are using.
2 Run Siebel Image Creator again to create an installation image for any applicable 7.8.2.x Fix Pack
release. Include any available languages you require.
3 (Where applicable) Run Siebel Image Creator again to create an installation image for any
applicable 7.8.2.x quick fix (QF) for the current Fix Pack release.
For more information, see About Installing Siebel Quick Fix Releases.
Follow the procedure below to install new languages by including them in a new installation or adding
them to an existing installation. Performing this procedure requires that all languages you require
have already been added to the installation images.
For details about running Siebel installers and performing full installations of Siebel software, see
the Siebel Installation Guide for the operating system you are using.
2 For an existing 7.8.2 installation, run the Siebel installer for each product from the 7.8.2 installation
image you created or updated in Step 1 in the previous procedure. When prompted, specify the
existing installed instance of the product to which you are adding languages, and specify which
languages to install (for example, ARA, CHT, HEB, or SVE). Then go to Step 4 in this procedure.
For details about running Siebel installers and adding languages, see the Siebel Installation
Guide for the operating system you are using.
3 For an existing prior 7.8.0 or 7.8.1.x installation, perform both of the following steps for each
product:
a Install version 7.8.2 as a patch (maintenance release) from the 7.8.2 installation image you
created or updated in Step 1 in the previous procedure. When prompted, specify the existing
installed instance of the product on top of which you are installing 7.8.2. Any installed languages
are also patched.
For details, see About Installing Patch Releases for Siebel Products and subsequent topics for
Windows and UNIX.
b Run the 7.8.2 installer again. When prompted, specify the existing installed 7.8.2 instance of
the product to which you are adding languages, and specify which languages to install.
NOTE: As noted in Installation Overview, moving from version 7.8.0 or 7.8.1.x to version 7.8.2.x
requires that you also perform steps described in the Siebel Database Upgrade Guide.
4 for each product, install the latest version 7.8.2.x Fix Pack release on top of version 7.8.2. You
install from the 7.8.2.x installation image you created in Step 2 in the previous procedure. When
prompted, specify the existing installed 7.8.2 instance of the product on top of which you are
installing 7.8.2.x. Any installed languages are also patched.
For details, see About Installing Patch Releases for Siebel Products and subsequent topics for
Windows and UNIX.
5 (Where applicable) For each product, install an applicable 7.8.2.x quick fix (QF) release on top
of version 7.8.2.x. You install from the 7.8.2.x QF installation image (if you created one in Step 3
in the previous procedure). When prompted, specify the existing installed 7.8.2.x instance of the
product on top of which you are installing the 7.8.2.x QF. Any installed languages may also be
patched.
For more information, see About Installing Siebel Quick Fix Releases.
6 Perform additional steps to implement any new language, as noted in Postinstallation Tasks for
Supporting New Languages.
For detailed information about this task, see the topic about configuring checksum validation in the
Siebel Security Guide.
This task may be necessary if you previously determined to use checksum validation for your security
adapter deployment, and set the value of the CRC parameter. If a patch release you later installed
delivered an updated security adapter library file, the checksum validation will fail and Siebel Web
Clients may not launch, unless the value of the CRC parameter is updated.
The restart is required because the Web server must be able to create a folder to contain static files
required for the current version of the Siebel application (corresponding to the latest version 7.8.2.x
Fix Pack release). This folder is created as SWSE_ROOT/public/lang/build_number, where:
■ build_number = The current build number of the installed Siebel software (the build number
comes from the content of the base.txt file on the SWSE installation)
This folder and other folders are created on the first SWSE request after installing any Siebel release.
This folder is populated with static files copied from the Siebel Server directory SIEBSRVR_ROOT/
webmaster/siebel_build. The contents of these folders are refreshed each time the Web server
restarts, or when an administrator enters a Web update command in the browser. After a build-
specific folder is created, folders representing earlier builds are no longer used.
For more information, see the Siebel Installation Guide for the operating system you are using and
the Siebel Security Guide, both on Siebel Bookshelf.
Failure to restart the Web server after installing the patch release for Siebel Enterprise Server
components and for the SWSE means the folders will not be created on the Web server, which causes
the Siebel login screens to hang.
This behavior applies to Siebel Web Client (using high interactivity only), Mobile Web Client, or
Developer Web Client.
For more information, see the browser configuration chapter in the Siebel System Administration
Guide and see Technical Note 418 (Doc ID 476952.1) on OracleMetaLink 3.
After a new Siebel software version is installed, Java controls for the high interactivity client will also
be downloaded. If caching is enabled, cached versions of these controls may need to be cleared on
the client machine. To do this, choose Start > Settings > Control Panel > Java Plug-In. Click the
Cache tab, then click Reset.
After a new Siebel software version is installed, is also recommended that users clear their browser
cache. To do this in Internet Explorer, choose Tools > Internet Options, then choose Delete Files from
the General tab.
Some tasks apply to scenarios in which you add any language to an existing installation, not just one
of the new languages. Some tasks do not apply for languages included in new installations.
For more information about some of these issues, see the Siebel Global Deployment Guide,
Configuring Siebel Business Applications, and applicable documents in Siebel Bookshelf on Oracle
Technology Network (OTN).
NOTE: This task applies after you add any language to an existing installation. This task does not
apply for languages included in new 7.8.2 installations.
For example, enter a command similar to the following on UNIX, for Hebrew:
CAUTION: Before you run the srvrcfg command, you must stop the Siebel Server. However, the
Siebel Gateway Name Server must be running.
NOTE: This task does not apply when you add any language that had originally been provided with
version 7.8.0 or 7.8.1. This task does not apply for languages included in new 7.8.2 installations.
After you installed Siebel Web Server Extension (SWSE) version 7.8.0 or 7.8.1, virtual directories
were created and corresponding entries and associated parameters were created in eapps.cfg (or
similar files) on the SWSE. Entries were created for all languages that were supported for version
7.8.0 or 7.8.1.
After you have installed 7.8.2 as a patch release on top of 7.8.0 or 7.8.1.x, added all languages you
require, and installed the latest 7.8.2.x Fix Pack release, you must modify eapps.cfg to support
applications for new languages, as shown below.
Create language-specific entries for all applications you require. For example, for Siebel eSales on
UNIX, copy an existing eapps.cfg entry, such as [/esales_enu] for U.S. English (ENU), and modify
it to represent an equivalent Arabic (ARA) entry, such as [/esales_ara], similar to the following:
[/esales_ara]
AnonUserName = anonuser
AnonPassword = OsofSfgGq0u6BD8l+2YohAHLCnGx
ConnectString = siebel.TCPIP.None.None://Siebsrvr:2321/Enterprise/eSalesObjMgr_ara
StartCommand = SWECmd=GotoView&SWEView=Home+Page+View+(eSales)
WebPublicRootDir = /sea78/SWEApp/public/ara
WebUpdatePassword = fvfe39mKKKoBBACmSA==
NOTE: This task applies for any deployment using ARA or HEB, whether for new 7.8.2 installations
or for add language scenarios.
For more information about some of these issues, see the Siebel Global Deployment Guide,
Configuring Siebel Business Applications, and applicable documents in Siebel Bookshelf on Oracle
Technology Network (OTN).
See also Requirements for Installing and Deploying with Arabic and Hebrew Languages.
After you have completed installation tasks in this chapter, you can run the BidiConf utility on any
Siebel Servers that are designated to host Application Object Managers for ARA or HEB. This utility
modifies Siebel Web template files and cascading style sheet files to support bidirectional capability
(to change from left-to-right to right-to-left display).
For detailed instructions on obtaining and running the BidiConf utility, see Technical Note 599 (Doc
ID 478224.1) on OracleMetaLink 3.
Technical Note 599 also notes that configuration files for the Siebel Mobile or Developer Web Client
(formerly known as Dedicated Web Client), if you are using those client types, must be configured
to specify user interface directionality.
Updates may be needed either because a string has been incorrectly translated for a particular
language, or because installing a patch has caused a new string or message to appear for all
languages for which Oracle ships languages.
The procedure below uses the Locale Management Utility (LMU), which is part of Siebel Tools, to
import an LMU file. An LMU file may contain strings in just one language or in multiple languages.
When running the Locale Management Utility, you can choose to import only the strings for the
languages you are actually using in your installation.
In the procedure below, when you are prompted for the file to import, specify the name of the LMU
file provided by Oracle for the applicable language.
NOTE: Install all applicable patch releases before you run the Locale Management Utility.
For more information about using the Locale Management Utility, see Using Siebel Tools and
Configuring Siebel Business Applications. See also the Siebel Global Deployment Guide.
The source language is the language of the locale-specific data in the LMU file you are importing.
The target language is the Siebel language into which the strings will be imported.
4 Enter the name of the LMU file from which you want to import locale-specific attributes.
You can also use the Browse button to find and select the file.
5 Specify whether you want to mark records in the repository with the Redo flag that have changed
since the export occurred.
When the import occurs, the LMU compares the source language records in the repository with
the source language records in the import file. If the records in the repository have changed since
the export occurred, they are marked with the Redo flag. This helps you identify records that
may need to be retranslated.
6 Click Import.
7 After finishing, recompile the SRF file and restart the Application Object Manager component on
the Siebel Server to be able to see the results.
For more information about how to use the objects once you have imported them, see the Siebel
Master Data Applications Reference. The document is available under Product Documentation on
Oracle MetaLink 3 at https://metalink3.oracle.com, and updates are posted periodically.
The prerequisite for this installation is Siebel 7.8.2 SIA [19213]. The installation includes the
following two UCM zip files in the UCM directory under the $ROOT\Tools\REPPATCH folder:
■ Account BC.sif
■ Account BO.sif
■ Contact BC.sif
■ Contact BO.sif
UCMWorkflows.zip (Siebel Workflows) contains the business process flows for UCM messages:
■ UCM Server Party Package Workflow (MQSeries Server Transport Error Handling).xml
Use the procedures in the following section to install Siebel Connector for UCM into your Siebel
environment.
NOTE: If you are importing into your existing development repository that has modified objects that
belong to the impacted projects, you must export any changes made into SIF files, import the
changes using the procedure below, make sure to check the "Overwrite the object definition in the
repository" radio button in the Preview screen, compile all the changes, test to make sure that the
out-of-the-box UCM functions are working properly, and then import all the exported development
changes from SIF file to continue development.
2 Make a backup copy of your existing Tools repository using the repimexp utility as described in
the Siebel Tools Online Help.
4 Navigate to Project in the Object Explorer window, query for the following projects and lock
them: Account, Contact, UCM CDM Child, UCM Data Management, UCM Merge, UCM SDH, UCM
Survivorship, UCM Unmerge, UCM Hierarchy Management, VEAI UCM Account ASI, VEAI UCM
CIF, and VEAI UCM CIF UI.
6 In the Select Archive to Import box, navigate to the location of the *.sif file and click Open.
7 In the Import Wizard - Preview box, click the "Overwrite the object definition in the repository"
radio button and click Next.
9 When you see a dialog box stating the number of objects that will be modified in your repository,
click Yes.
3 Navigate to Project in the Object Explorer window, query for the Siebel Workflows - Seed project,
and lock it.
5 Right-click on the Workflow Process applet and select Import Workflow Process from the applet
menu.
6 In the Workflow Process Import box, navigate to the location of the *.xml file and click Open.
7 In the Select Project box, select the project name and click OK.
■ To uninstall a patch release on Windows, use the Add/Remove Programs utility to run the
uninstaller.
When uninstalling server products, the uninstaller can also be invoked by running
SIEBEL_ROOT\_uninst\product\uninstaller.exe. At the prompt, select Maintenance Release
Uninstall, where:
product = One of the following values: ses (for Siebel Enterprise Server components), eappweb
(for SWSE), or thirdparty (for Siebel Reports Server)
NOTE: For Siebel clients, no uninstaller.exe program is provided. However, the uninst.bat batch
file can be used instead. You can choose to uninstall a patch install or a full install.
product = One of the following values: ses (for Siebel Enterprise Server components), eappweb
(for SWSE), or thirdparty (for Siebel Reports Server)
For guidelines and limitations regarding patch release uninstallation, see below. For information
about uninstalling Siebel base installations, see the Siebel Installation Guide for the operating
system you are using.
■ A release installed as a patch release, such as 7.8.2 installed on top of 7.8.0 or 7.8.1.x, or the
latest 7.8.2.x Fix Pack installed on top of 7.8.2, can be uninstalled as a patch. The uninstaller
prompts you whether you want to uninstall just the latest patch release, or perform a full
uninstallation of 7.8.x.
■ A release installed as a full release, such as 7.8.2 installed as a full release (as described in the
Siebel Installation Guide for the operating system you are using), can be uninstalled as a full
release. It cannot be uninstalled as a patch (effectively downgrading, such as from 7.8.2 to
7.8.1).
■ A release installed as a patch release cannot be uninstalled if another later patch release has
been applied on top of it. For example, if you installed version 7.8.2 as a patch release, and then
installed the latest 7.8.2.x Fix Pack, you would not be able to uninstall 7.8.2 (as a patch release),
even after uninstalling the 7.8.2.x release. You could still perform a full uninstallation of 7.8.x.
■ If a patch release installation fails, it is recommended that the administrator uninstall and then
reinstall the patch release. If the uninstaller for the patch release is not available, proceed with
reinstalling the patch release. If this step is omitted, any future attempt at uninstalling the patch
release may fail.
■ If any repository or configuration changes necessary for a patch release are made after the patch
release is installed, before uninstalling the patch release, the repository or configuration must
be restored to the state when the patch release was first installed.
Unless specifically noted in this table, all known anomalies from the base version remain unresolved.
A fix introduced in an earlier maintenance release for a given base version will automatically be
included in later maintenance releases for that same base version.
NOTE: As noted above, Siebel Fix Packs are cumulative. However, as of the Siebel 7.8.2.10 Fix Pack,
the Resolved CR information for the current Fix Pack has been provided in its own table.
■ Fix Request ID: The tracking number for the fix request associated to the product defect.
■ Change Request ID: The tracking number for the product defect associated with the fix request.
■ Fixed in Version: The version number of the release in which the fix was first introduced.
■ Config Changes: A “Yes” in this column means that in order to incorporate the fix into your Siebel
implementation, you must make some configuration changes to your Siebel repository file using
Siebel Tools.
■ Customers upgrading from Siebel 7.5.x or 7.7.x to Siebel 7.8.2 should refer to Alert 1179: Siebel
7.8 Upgrade – Important Steps to a Successful 7.8 Upgrade (Doc ID 478177.1) on
OracleMetaLink 3 for important information about performing the upgrade.
■ Quick Fix Information: If you have installed a quick fix, review Quick Fixes Included in 7.8.2.x Fix
Packs.
Table 18. Resolved Change Requests in the Siebel 7.8.2.14 Fix Pack
General
Table 18. Resolved Change Requests in the Siebel 7.8.2.14 Fix Pack
Reports Server
Provides the following BI Publisher 12-1UJR2O5 12-1REE3K7 7.8.2.14 Yes, see
enhancements: “Instructions for
Oracle BI
■ Enables reports with
Publisher
parameters.
Enhancements”
■ Enables scheduling. on page 221.
Table 19. Resolved Change Requests in the Siebel 7.8.2.13 Fix Pack
Call Center
Other
If a SmartScript is running in SI 12-1Q356CA 12-1PCDHDP 7.8.2.13
mode, and it has two questions on
two separate pages, the focus is
not placed on the first question,
and when users click the Next
button, the focus is not placed on
the first question on the second
page
Comm Media
Energy
Order Management
Table 19. Resolved Change Requests in the Siebel 7.8.2.13 Fix Pack
ACR 471: The system crashes 12-1TK3Z2H 12-1TK3Z1X 7.8.2.13 Yes, see
while executing iLog Rule Test case “Instructions for
ACR 471” on
page 219
Connectors/EAI
Other
The EAI Data Transformation 12-1NAM1JD 12-1MNQ3BZ 7.8.2.13
Engine outputs the target instance
when the source search
specification is not met
Table 19. Resolved Change Requests in the Siebel 7.8.2.13 Fix Pack
Customer Order
Management
Configurator
Changing a promotion or an 12-1S8QOBK 12-1PILEIJ 7.8.2.13
upgrade promotion on an order
line item does not update products
correctly
Order Management
Changing a promotion in a change 12-1S1XQR6 12-1P81O39 7.8.2.13
order does not load the default
product
Table 19. Resolved Change Requests in the Siebel 7.8.2.13 Fix Pack
Orders
Bulk order add scenario behaves in 12-1SW8RKH 12-1SB91UB 7.8.2.13
a different way between 7.8.2.6
and 7.8.2.11
Products
The Promotion Constraint 12-1J2HZOZ 12-1HQ7I81 7.8.2.13
Administration tree does not
contain an indicator to show which
node contains the promotion
constraint
Quotes
General
Assignment Manager
Dynamic Assignment fails when 12-1NQ7VKS 12-1FFXV5U 7.8.2.13
multiple scoring occurs on non-
passing rules
Calendar
Table 19. Resolved Change Requests in the Siebel 7.8.2.13 Fix Pack
Activity and Contact List missing in 12-1RYK34I 12-1RYK33X 7.8.2.13 Yes, see
the Weekly/Daily Calendar View “Instructions for
FR 12-1RYK34I”
on page 462.
When users work with a smaller 12-1RRBNQC 12-1REVSHX 7.8.2.13 Yes, see
window, not all appointments “Instructions for
display on the calendar, but even FR 12-
after users resize, the 1RRBNQC” on
appointments still do not display page 462.
Correspondence
Correspondence documents 12-1T2SVLS 12-1SJNUGJ 7.8.2.13
contain additional space
characters
Global/Multilingual LOV
MLOV field in child records is not 12-1T9SBLW 12-1Q3L025 7.8.2.13
correctly copied when copying a
parent record where the child
contains the MLOV inserts display
value
Message Broadcasting
Broadcast messages are not 12-1H1Y99P 12-1GUIPP1 7.8.2.13
displayed when the word "Same"
is used
Other
ACR 266/ACR 277: Supports 12-1NVW46A 12-16DUIYU 7.8.2.13
starting the ChartWorks engine
with QuickStart
Table 19. Resolved Change Requests in the Siebel 7.8.2.13 Fix Pack
Performance
Double parsing without bind peek 12-1TK3QAM 12-1OQD0BB 7.8.2.13
in Oracle connector causes
performance degradation
ACR 481: Provides the ability to 12-1MQBY8I 12-1LY4V61 7.8.2.13 Yes, see
ignore Outlook appointments/ “Instructions for
tasks based on "Private" flag ACR 481” on
page 220.
Table 19. Resolved Change Requests in the Siebel 7.8.2.13 Fix Pack
Platforms
Internet Explorer crashes 12-1COXTWI 12-1CNSZDJ 7.8.2.13
frequently
Remote
The Siebel local database becomes 12-1RZ10Y3 12-1RSS5YD 7.8.2.13
corrupted and displays insertion
errors
Reports Server
Removes Actuate from base media 12-1S6A0TD 12-1S4U9QQ 7.8.2.13
and Fix Packs
Security
When using SSL with High 12-1EOVJFK 12-DTWC3Y 7.8.2.13
Interactivity applications, users
receive the following error
message: "This page contains
both secure and nonsecure items.”
Table 19. Resolved Change Requests in the Siebel 7.8.2.13 Fix Pack
Server Infrastructure
The Object Manager Restart 12-1KF1UGS 12-1K2JB2N 7.8.2.13
feature restarts too many Object
Managers when an Object
Manager crashes
State Models
State Models with "No Delete" set 12-1SCQFFB 12-1S5B2PJ 7.8.2.13
will not allow UndoRecord and will
cause an error
Tools/Configuration
Table 19. Resolved Change Requests in the Siebel 7.8.2.13 Fix Pack
Workflow
The Workflow Process Mananger 12-1PJ38QA 12-1OLHNBT 7.8.2.13
crashes
Life Sciences
Pharma Handheld for
Windows
All functionality that is based on 12-1NC2W1B 12-1MXLV6R 7.8.2.13 Yes, see
the Customer Id field does not “Instructions for
work FR 12-
1NC2W1B” on
page 461.
Service Requests
The Signature Capture view 12-1SOZHFL 12-1SBRA8B 7.8.2.13 Yes, see
becomes unavailable when users “Instructions for
accidentally press the Esc key FR 12-1SOZHFL”
on page 461.
Loyalty
Loyalty Engine
When a member has a negative 12-1TG588V 12-1Q5L7UL 7.8.2.13 Yes, see
balance, when a member “Instructions for
redemption transaction is FR 12-1TG588V”
cancelled, the point balance is not on page 461.
updated correctly
Table 19. Resolved Change Requests in the Siebel 7.8.2.13 Fix Pack
Loyalty Manager
The member creation process 12-1T4GFKV 12-1SW8N8V 7.8.2.13
creates multiple records
Marketing
Campaigns
Stage Execution fails with the 12-1SX7SKW 12-1STTN3F 7.8.2.13
error that the record has been
modified by another user
Mobile Solutions
Handheld for Windows
CompanionSync PDA is able to 12-1QODYH2 12-1QJJ9PR 7.8.2.13
synchronize with another laptop
that has the same IP address
Other
The router does not route 12-1K0VS0T 12-1J63EYJ 7.8.2.13 Yes, see
S_ORG_PROD although the visutl “Instructions for
reports that it is visible FR 12-1K0VS0T”
on page 249.
Sales
Forecasting
Table 19. Resolved Change Requests in the Siebel 7.8.2.13 Fix Pack
Service
Other
The ResolveDuplicates function for 12-1PAX5TM 12-1OA5AGP 7.8.2.13
inventory transactions produces
incorrect results for serialized
products
Scheduling
The Dispatch Board does not allow 12-1F1W7G4 12-1EPYD4P 7.8.2.13
small appointment overlaps
Siebel eMail
Response
General
Table 19. Resolved Change Requests in the Siebel 7.8.2.13 Fix Pack
Universal
Customer Master
Data Management
The UCM Transaction Manager 12-1SUB19K 12-1S5B2FT 7.8.2.13
Business Service issues a query
even though the crmml message
has IXMLOperation_QUERYPAGE
User Interface
Layout and Rendering
Parameterized reports do not work 12-1DTOBP5 12-TRBP9F 7.8.2.13
in the read-only view
Navigation
With Internet Explorer 7, when 12-1RZ1O5X 12-1R4A1RB 7.8.2.13
users select a record on the
Employee Type picklist and press
the Enter key, the cursor returns
to the previous field
Table 19. Resolved Change Requests in the Siebel 7.8.2.13 Fix Pack
Other
The Refine Query function does 12-1L8TKFA 12-1KUDS47 7.8.2.13
not work in a predefined query
that contains an EXISTS clause
Popups/Pick Lists/
MVG/Shuttle
When users attempt to select a file 12-19F4LT1 12-18T7GRN 7.8.2.13
name from the Microsoft file
browser dialog from an
attachment applet while in query
mode, existing data in the file
name field may be overwritten
upon return from the dialog
Table 19. Resolved Change Requests in the Siebel 7.8.2.13 Fix Pack
Toolbars/Menus/
Keyboard
After users use the keyboard 12-1HTY9WA 12-1HCLBH7 7.8.2.13
shortcut to jump to the next applet
(Ctrl+Shift+[), and press the Tab
key, the focus jumps to the next
applet, not the next field
Table 20. Resolved Change Requests in the Siebel 7.8.2.12 Fix Pack
Call Center
CTI
The output arguments "Status" 12-18I6PDP 12-WHE0WB 7.8.2.12
and "ComRequestId" for the
Create and Submit Request
method (which is part of the
Outbound Communications
Manager business service) do not
return values
Other
Table 20. Resolved Change Requests in the Siebel 7.8.2.12 Fix Pack
Comm Media
Energy
Order Management
Within the Sales Order screen, 12-1RZJ9LH 12-1R75AA5 7.8.2.12
when users select the order
number, navigate to the order,
select line items, select an item,
click Customize, select an item,
and then navigate out of the field,
they receive an error message
that the item was not found, and
when they navigate to the
Accounts screen, the Object
Manager crashes
Connectors / EAI
EAI Server
Components
XML messages with namespaces 12-1S2WDU5 12-1PE9R41 7.8.2.12
starting with _ cannot be
processed
Table 20. Resolved Change Requests in the Siebel 7.8.2.12 Fix Pack
Other
All messages sent to JMS go as 12-1RZ1OC1 12-1RAJ07R 7.8.2.12
BytesMessage, regardless of
whether the data is String/Binary
(for example:
Siebel_spcAccount_SiebelAccoun
tInsert_Input) to
<OperationName>_<Direction>
(for example:
SiebelAccountInsert_Input), so
external applications cannot
consume the version 7.8.2.6
WSDL
Consumer Sector
Handheld
With PocketPC, when users click 12-1PLH2YS 12-1OQU1AX 7.8.2.12
the Deliver button, they receive
an error message, and the
hourglass hangs
Customer Order
Management
Configurator
Within Siebel 7.8.2 SIA, the 12-1DVEAHP 12-1D2D48G 7.8.2.12
NUMBER/INTEGER attribute value
does not display correctly in the
SI User Interface
Table 20. Resolved Change Requests in the Siebel 7.8.2.12 Fix Pack
Order Management
Cursors remain open after a 12-1QZXUOJ 12-1QZXUMT 7.8.2.12
promotion creates an agreement
Other
Table 20. Resolved Change Requests in the Siebel 7.8.2.12 Fix Pack
ADM Workspace file import fails 12-1RAJ8M6 12-1PT60R3 7.8.2.12 Yes, see
“Instructions for
FR 12-
1RAJ8M6” on
page 463.
Data Quality
Deduplication
Accounts cannot be created when 12-1SX79NJ 12-1SWPNBV 7.8.2.12
real-time deduplication is turned
off
Financial Services
Other
Users cannot select multiple 12-1PVLXUH 12-1ETZHUF 7.8.2.12
records when dynamic toggle is
used
General
Activities
Table 20. Resolved Change Requests in the Siebel 7.8.2.12 Fix Pack
Application
Deployment Manager
Whe implementing ADM for Smart 12-1QX24X5 12-1Q71PVP 7.8.2.12
Scripts, the import process simply
ignores the end of line
Assignment Manager
Interactive Assignment Manager 12-1MSUSAH 12-1M81BSP 7.8.2.12 Yes, see
does not work with Rule Groups “Instructions for
set FR 12-
1MSUSAH” on
page 462.
Business Rules
Data Validation Manager opens 12-1Q06YW7 12-1PLG9R7 7.8.2.12
database cursors and forgets to
close them
Calendar
Unable to translate day and 12-1Q06QPH 12-1PLH0JN 7.8.2.12
month names
Table 20. Resolved Change Requests in the Siebel 7.8.2.12 Fix Pack
File System
Modified dates of attachments are 12-1E3SL4S 12-1DRKC6T 7.8.2.12
updated even if the applet
runtime property is equal to True
in WinXP FAT
Installation
The option to install Siebel 12-1S6A0RJ 12-1S4U9OZ 7.8.2.12
Reports Server should not display
Office
Provides support for Microsoft 12-1L1B1VT 12-1IDNOO9 7.8.2.12 Yes, see
Office 2007 with Document “Instructions for
Server and Siebel Search (ACR ACR 409” on
409) page 198.
Other
The link property "Inter Child 12-1EFFC2H 12-1BYUKN7 7.8.2.12
Delete" does not work when there
is a value in “Source Field”
Table 20. Resolved Change Requests in the Siebel 7.8.2.12 Fix Pack
Performance
The Oracle database is not able to 12-1R0WUXF 12-1QYIMX6 7.8.2.12
perform bind variable peeking
and uses index full scan on
s1.ASSET_NUM, which causes
major performance degradation
Table 20. Resolved Change Requests in the Siebel 7.8.2.12 Fix Pack
Remote
Orphaned records caused by 12-1B5F2V1 12-188ALUO 7.8.2.12
merging contacts are not rectified
properly by Siebel Remote
Reports Server
Error messages were 12-1N68H9C 12-1ME997V 7.8.2.12
incompletely localized into the
Czech language
Security
LDAP Security adapter crashes 12-1S4C8E9 12-1PE9R2X 7.8.2.12
when used with Global Catalog
parameters
Active X controls overflow issues 12-1S6A27R 12-1OA5EPH 7.8.2.12
can cause a security vulnerability
Server Infrastructure
Clicking the Back button 12-1JY2DY3 12-1JTG6V1 7.8.2.12 Yes, see
repeatedly within Internet “Instructions for
Explorer deletes records from FR 12-1JY2DY3”
Calendar on page 462.
Table 20. Resolved Change Requests in the Siebel 7.8.2.12 Fix Pack
Tools / Configuration
If script that raises an error using 12-1QQ9WZM 12-1PLG9OF 7.8.2.12
RaiseErrorText is placed in the
WebApplet_Load event of some
applets, the error is not
displayed, but the entire script is
displayed
Workflow
Workflow policies triggered on 12-1QUO60R 12-1QBCC09 7.8.2.12
extension tables do not fire
actions
iHelp
Administration
OM crash when importing iHelp 12-1P2RY7M 12-1P2RY57 7.8.2.12
topics in Czech
Life Sciences
Other
Table 20. Resolved Change Requests in the Siebel 7.8.2.12 Fix Pack
Mobile Solutions
Handheld for Windows
Handheld error message do not 12-1NLY7WT 12-1NB2IGZ 7.8.2.12
appear on screen for CZ installed
PDA
The Handheld 'Edit' and 'View' 12-1NMWEHG 12-1KRRD8P 7.8.2.12
menu text are empty in 7.7.2.8
ePharma Czech-language
application on WM5 devices
Table 20. Resolved Change Requests in the Siebel 7.8.2.12 Fix Pack
Store-and- Forward
Messaging
The "SMQ Process User Queue" 12-1RRTKEU 12-1QR98KH 7.8.2.12
workflow can create duplicate
records in case of MQe problems
Database import sporadically fails 12-1QL0553 12-1QFOUWX 7.8.2.12
silently in the last steps and
prevents any further use of the
application
■ Enhanced logging
capabilities(Server)
Table 20. Resolved Change Requests in the Siebel 7.8.2.12 Fix Pack
Public Sector
Other
After QF0593 has been applied, 12-1R4AJP5 12-1QEA1TZ 7.8.2.12
within Siebel Public Sector, when
users open an associate or pick
applet from any screen, and then
click the double-arrow button to
move to the next record set, the
application does not respond and
the users see either an "Error
connecting to the server" error
message or the "Method
GotoNextSet is not allowed here
(SBL-UIF-00348)" error message
Accessibility
Section 508: Spell Checker does 12-1GTW55B 12-1F5JWPT 7.8.2.12
not display misspelled words
properly in the Contacts screen
Sales
Other
If Primary Bill To and Primary Ship 12-1HG23OP 12-1HBHRBT 7.8.2.12
To contact records that are
associated to an account in the
Account – Address View are
deleted or unassociated in the
Account – Address view, the
PR_BL_PER_ID and
PR_SHIP_PER_ID columns in the
S_ORG_EXT table still contain the
Row_Id of the deleted/
unassociated records
Table 20. Resolved Change Requests in the Siebel 7.8.2.12 Fix Pack
The Primary ID of the Bill to and 12-1JJHN0A 12-1JDTN8Z 7.8.2.12 Yes, see
Ship to Contact is not updated “Instructions for
when the contact is deleted from FR 12-1JJHN0A”
the Accounts > Contacts view on page 462.
Table 20. Resolved Change Requests in the Siebel 7.8.2.12 Fix Pack
Table 20. Resolved Change Requests in the Siebel 7.8.2.12 Fix Pack
Table 20. Resolved Change Requests in the Siebel 7.8.2.12 Fix Pack
Table 20. Resolved Change Requests in the Siebel 7.8.2.12 Fix Pack
Service
Logistics Manager
When the Field Service Fulfillment 12-1R7NKMJ 12-1PWMP5B 7.8.2.12
Service GenPickTickets method is
used, the session is terminated
Other
Entitlement adjustments are 12-1H808LF 12-1H2GOJH 7.8.2.12 Yes, see
calculated incorrectly “Instructions for
FR 12-1H808LF”
on page 462.
Preventive
Maintenance
PM Engine is not releasing the 12-1QR9AZX 12-1Q0IVOB 7.8.2.12
database open cursors, which
creates a memory leak
Scheduling
Using the browser's Back Button 12-1P19QD8 12-1OB4K97 7.8.2.12
causes inefficient queries against
S_EVT_ACT
Siebel eMail
Response
General
Table 20. Resolved Change Requests in the Siebel 7.8.2.12 Fix Pack
User Interface
Controls
Query assistant causes the 12-1QBCUDD 12-1MTD3AQ 7.8.2.12
application to crash when no
fields are selected
Navigation
Within Server Management > 12-1R75V4P 12-1Q71PT7 7.8.2.12
Components, when users scroll
down using the second arrow,
within a couple of seconds, the
application session quits
Toolbars/Menus/
Keyboard
Table 20. Resolved Change Requests in the Siebel 7.8.2.12 Fix Pack
Web Service
Other
When a Siebel Inbound Web 12-1QDAA5N 12-U7Q5X7 7.8.2.12
Service that is based on a Siebel
account returns a large-sized
SOAP response, the EAI OM log
and SWSE log record errors and
the Web service client receives a
HTTP 500 error
Table 21. Resolved Change Requests in the Siebel 7.8.2.11 Fix Pack
Analytics
Pharma Analytics
When the Analytics Create Target 12-1PILAB9 12-1PBVEDV 7.8.2.11
List is used on HP Unix Row Ids,
Contact or Account records over
six characters are truncated
when they are saved into the
Siebel database
Call Center
CTI
Different CCA driver instances 12-1PPRJ5C 12-1POB92U 7.8.2.11
use the same customId
Table 21. Resolved Change Requests in the Siebel 7.8.2.11 Fix Pack
Other
Within SmartScripts, there is no 12-1QBCEZ4 12-1PG85AB 7.8.2.11
text wrapping within text box
controls
Search operations using Search 12-1P7KCMT 12-1MCAAK1 7.8.2.11
Center intermittently hang
Comm Media
Energy
Billing Management
Table 21. Resolved Change Requests in the Siebel 7.8.2.11 Fix Pack
ACR 428 provides the following 12-1PEQMTD 12-1NWUB8D 7.8.2.11 Yes, see
enhancements: “Instructions
for ACR 428” on
■ New billing management
page 208.
views
eSales
After users click the Check Out 12-1QY0Y1B 12-1QY0Y0L 7.8.2.11 Yes, see
button in the shopping cart, “Instructions
select shipping and billing for FR 12-
details, click the Confirm Order 1QY0Y1B” on
button on the Order Summary page 468
page, and click the Submit
button, they receive the following
error message: Error running
sub-process '<?>' at step
'<?>'.(SBL-BPR-00183)
Order Management
Table 21. Resolved Change Requests in the Siebel 7.8.2.11 Fix Pack
Other
Product synchronization does not 12-1R0F3JN 12-1R0F3IY 7.8.2.11
work because BPEL instances are
not initiated
Connectors / EAI
Other
Poor performance occurs when 12-1OB50JG 12-1NZODFZ 7.8.2.11
XML Hierarchy Converter
processes escaped characters
Users encounter synchronization 12-1NZNY93 12-1NWENJ9 7.8.2.11
problems with the M:N
relationship
Consumer Sector
Other
The following views are missing 12-1P0S6H9 12-1P0S6GP 7.8.2.11
from Consumer Goods Base
options:
Table 21. Resolved Change Requests in the Siebel 7.8.2.11 Fix Pack
Customer Order
Management
Configurator
The Customize icon should not 12-1Q2NH08 12-1GVJ1I5 7.8.2.11
appear within a Configurator
session for child items that have
product type marked as 'non
structure’
Order Management
Changes the synchronization of 12-1PLXVS2 12-1NMVTUP 7.8.2.11 Yes, see
the waterfall funtion from “Instructions
asynchronous to synchronous, for FR 12-
which prevents the code from 1PLXVS2” on
intermittently failing to write the page 468.
waterfall property set to the
database.
Table 21. Resolved Change Requests in the Siebel 7.8.2.11 Fix Pack
Orders
Product with constraints cannot 12-1OH29EL 12-1JOFBKB 7.8.2.11
be customized from the Bulk
Order Actions applet
General
Business Rules
The Data Validation Engine is not 12-1O3QL9S 12-1NJKYC7 7.8.2.11
called correctly on the PickRecord
event, and rules are fired
incorrectly
Calendar
Daily Calendar crashes with a 12-1Q7218W 12-1HPXCQP 7.8.2.11
script error on line 5890
Table 21. Resolved Change Requests in the Siebel 7.8.2.11 Fix Pack
When users open the Calendar 12-1Q6JY1X 12-1N8PHWZ 7.8.2.11 Yes, see
popup window within the Activity “Instructions
HI Calendar applet, and then for the
navigate to another screen, the Microsoft
Calendar popup window remains Internet
visible Explorer 7
Calendar Issue”
on page 467.
Communciations
Server
The Recipient Group drop-down 12-1POSQIW 12-U5LAZN 7.8.2.11
list displays ENU values along
with the language pack used
Content Management
Table 21. Resolved Change Requests in the Siebel 7.8.2.11 Fix Pack
Installation
The 7.8.2.10 Fix Pack is missing 12-1QNW45X 12-1QNW1PN 7.8.2.11
the Handheld application jar files
Other
RaiseErrorText in SI mode adds 12-1O9NHB5 12-HFWA47 7.8.2.11
"Error(0)" to the front of the
error message
Platforms
There is a failover defect in 12-1PV3MO8 12-1POSM7C 7.8.2.11
oracon.cpp, so the failover retry
setup does not work properly
Remote
Table 21. Resolved Change Requests in the Siebel 7.8.2.11 Fix Pack
Reports Server
Parameterized reports do not 12-1QMWZE3 12-1QJ1WE3 7.8.2.11
work within 7.8.2.10
Server Infrastructure
Garbage collector crash during 12-1P1SSSZ 12-1OVC1X9 7.8.2.11
logoff when CTI is enabled
Siebel Sync
When a recurring meeting is 12-1PCCTF2 12-1OYUA2Z 7.8.2.11
moved, the records are not
moved correctly during
synchronization, and data
corruption occurs
Table 21. Resolved Change Requests in the Siebel 7.8.2.11 Fix Pack
Tools / Configuration
The Opportunity Form URL 12-1PVLXPQ 12-1KBLS9L 7.8.2.11
Display Applet displays correctly
when it is placed in a view, but
when it exists as a toggle applet,
the system crashes
Web Framework
Closing the High Interactivity 12-1BEH6OS 12-1B4DABL 7.8.2.11
client with the "X" crashes
Internet Explorer
Workflow
Workflow Process Manager 12-1PLGMSZ 12-1PJKJJF 7.8.2.11
crashes while loading Marketing
campaigns due to a memory leak
in the Upsert method
Life Sciences
Activity
Users are unable to multi-select 12-1O0M4C7 12-1NQ7LNP 7.8.2.11 Yes, see
and add multiple attendees to a “Instructions
meeting for FR 12-
1O0M4C7” on
page 467.
Calendar
Table 21. Resolved Change Requests in the Siebel 7.8.2.11 Fix Pack
Users are unable to drag and 12-1O0MOKX 12-1KGMKIF 7.8.2.11 Yes, see
drop accounts onto the calendar “Instructions
for FR 12-
1O0MOKX” on
page 467.
Clinical Manager
Users cannot undo records after 12-1PLGIXW 12-1P2RV9L 7.8.2.11 Yes, see
selecting a template in the Trip “Instructions
Report Details view for FR 12-
1PLGIXW” on
page 466.
Other
Within the Life Sciences Pharma 12-1J2I89J 12-11WYHRI 7.8.2.11
HI Activity Calendar view, when
users create a contact call by
dragging and dropping from
contact (Pharma Calendar
Professional List Applet) to the LS
Pharma Activity HI Calendar
Applet, and then drag and drop
the record to another time, the
start date displays as updated in
the activities list applet but the
Pharma Professional Call Form
Applet still displays the previous
time
Loyalty
Loyalty Engine
There is a discrepancy between 12-1Q44F2K 12-1P18LL9 7.8.2.11 Yes, see
the point expiration date and “Instructions
accrual cancellation process for FR 12-
1Q44F2K” on
page 466.
Loyalty Manager
Table 21. Resolved Change Requests in the Siebel 7.8.2.11 Fix Pack
Marketing
Campaigns
Siebel Marketing users do not get 12-1Q3MY8B 12-1PV3ANX 7.8.2.11
real counts when segments are
updated
Marketing Server
Workflow Process Manager 12-1PLGMOR 12-1OA571N 7.8.2.11
crashes when Siebel Server
memory is exhausted
Mobile Solutions
Handheld for Windows
The Expense Item 'End Date' field 12-1QODHR8 12-1MCA5KV 7.8.2.11
behaves incorrectly
Table 21. Resolved Change Requests in the Siebel 7.8.2.11 Fix Pack
Sales
Forecasting
Managers cannot add manually 12-1H4DWEG 12-1GYRJYW 7.8.2.11
add revenue items for their
subordinates to forecasts
Opportunities
Field Values disappear on 12-1HSUWX5 12-1HJCC1T 7.8.2.11
attachment views
Other
Within the Accounts > 12-1PS51SP 12-1PILBIH 7.8.2.11
Relationship Hierarchy screen,
the application crashes when
users navigate down several
levels in the hierarchy and then
navigate back up
Service
Other
Object Manager crashes when 12-1P0RVY6 12-1OXAP5N 7.8.2.11
saving asset records
Table 21. Resolved Change Requests in the Siebel 7.8.2.11 Fix Pack
Scheduling
Dispatch Board does not 12-13VBZI6 12-138N9SR 7.8.2.11
maintain query context after
drilldown
Siebel eMail
Response
General
The F9 Send Email function 12-1O94XHM 12-1O76UET 7.8.2.11
within a Microsoft Outlook
integration using CDO returns
the distinguished [X.400 style]
address format rather than the
SMTP [Internet Mail format]
address format
Universal
Customer Master
Survivorship
Survivorship does not work 12-1OH3SW1 12-1NSKPJP 7.8.2.11
User Interface
Controls
Within the Opportunity list 12-1R4AGFG 12-1R4RE7V 7.8.2.11
applet, when users click the
Query button, and then click
Menu, the query launches before
the menu displays
Table 21. Resolved Change Requests in the Siebel 7.8.2.11 Fix Pack
Table 21. Resolved Change Requests in the Siebel 7.8.2.11 Fix Pack
Navigation
After 7.8.2.7 QF0701 for Internet 12-1NPQIR1 12-1NDJFWP 7.8.2.11
Explorer 7 has been applied, the
tab sequence in the application
changes
Other
When users select Menu > New 12-1QV5Z1T 12-1QU6ZFX 7.8.2.11
Query, enter text into a field, and
select Menu > Run Query, the
application returns all records,
not just the ones that were
queried for
Table 21. Resolved Change Requests in the Siebel 7.8.2.11 Fix Pack
Popups/Pick Lists/
MVG/Shuttle
After users have upgraded to the 12-1QBC40L 12-1PILB5Z 7.8.2.11
Siebel 7.8.2.9 Fix Pack, pick
applets do not appear when fields
are read-only
Web Services
Resolves a problem where having 12-1O757WS 12-1JNESUD 7.8.2.11 Yes, see
the EXISTS operator in the “Instructions
searchspec field of the UI Data for ACR 391” on
Web Service causes an error page 198.
(ACR 391)
Table 22. Resolved Change Requests in the Siebel 7.8.2.10 Fix Pack
Call Center
CTI
Smartscript datetimes are taken 12-1M6BZ8A 12-HEKTWH 7.8.2.10
from the server (GMT) and not
from the end user's TZ setting
Table 22. Resolved Change Requests in the Siebel 7.8.2.10 Fix Pack
Other
Users are not able to control or 12-1MVQLTB 12-1LBF1QO 7.8.2.10
modify the font of SmartScript
question answers
Energy
Order Management
Automatch does not work for 12-1NALGAC 12-1N5V9BL 7.8.2.10
attributes
Connectors / EAI
Other
BOM is not present in the 12-1MWPU9X 12-1MSC1BJ 7.8.2.10
message when UTF-16 data is
sent to MQ using EAI JMS
Transport
Table 22. Resolved Change Requests in the Siebel 7.8.2.10 Fix Pack
Consumer Sector
Sales Volume Planning
Category Aggregation Fields are 12-1NQ7VPK 12-1KGMH5V 7.8.2.10
nt properly populated prior to
aggregation
Trade Promotions
The Baseline Data button does 12-1MSUS46 12-1M7ES7R 7.8.2.10 Yes, see
not perform properly “Instructions
for FR 12-
1MSUS46” on
page 469
Customer Order
Management
Configurator
Attributes' user properties cannot 12-1LGKDL7 12-1L3Z5X1 7.8.2.10
be accessed after Display Name
has been created
Within eConfigurator, ineligible 12-1N3J08K 12-1MJBBK6 7.8.2.10
products saved in a current
configuration are not displayed in
red
Table 22. Resolved Change Requests in the Siebel 7.8.2.10 Fix Pack
eCustomer
Users are unable to edit credit 12-1NG9IFJ 12-1N6TXTP 7.8.2.10
card numbers in the eCustomer
application
eSales
Table 22. Resolved Change Requests in the Siebel 7.8.2.10 Fix Pack
Order Management
When an Attribute with a real 12-1CTUZFN 12-1BLU3OL 7.8.2.10
number is updated, the action
code in the Quote is set to
Updated
Orders
Data validation rules for required 12-1O9NI4S 12-1G07N9F 7.8.2.10
attributes are fired incorrectly
Products
Promotion Customizable Product 12-1N9NJQ7 12-1MW8D61 7.8.2.10
cardinality constraints are not
enforced consistently
Sales Catalog
Removing the account association 12-1MZ2UN4 12-1M4UMZ7 7.8.2.10
with an agreement does not
change the Eligibility Status when
the product was initially ineligible
because of account association
Financial Services
Other
Query execution on the eEvents 12-19OJZK3 12-19869N5 7.8.2.10
Register Event applet returns
improper results
Table 22. Resolved Change Requests in the Siebel 7.8.2.10 Fix Pack
General
Access Control
Prevents users from opening 12-1MMPMS3 12-1L89B79 7.8.2.10 Yes, see
multiple sessions on the Mobile “Instructions
Web Client (ACR 432) for ACR 432” on
page 219.
Accounts
Users are unable to add new 12-1ONEAXE 12-1ONEAWH 7.8.2.10
records for any child applet that
does not have previous records
Advanced Search
Performance issues occur with 12-1OWBSEP 12-1OK1T6F 7.8.2.10
Business Components and
Business Objects that are not
released even if the variable is set
to null in the script
Assignment Manager
Multi-Tier Assignment 12-1MQB41B 12-1M4UP57 7.8.2.10
functionality is missing in Siebel
version 7.8 applications
Calendar
When users click the New button 12-1NUHA0F 12-1NJLF4A 7.8.2.10
in the Calendar applet in the
Home Page view, an 'End of File'
error is generated
File System
Even after 7.5.3.15 QF0F28 has "12-1M1RZVE 12-1KGO7K3 7.8.2.10
been applied, when users run the
sfscleanup utility, they receive
the following error message:
"Failed to open the iterator. See
log for details.
Installation
Table 22. Resolved Change Requests in the Siebel 7.8.2.10 Fix Pack
Other
View Tabs ignore dynamic rules 12-1H091EF 12-1GRZD9P 7.8.2.10
Reports Server
Reports do not display when they 12-1LLTKSW 12-1LH4DGT 7.8.2.10 Yes, see
are embedded within Proposals “Instructions
within Service Agreements for FR 12-
1LLTKSW” on
page 493.
Table 22. Resolved Change Requests in the Siebel 7.8.2.10 Fix Pack
Search
Repeated use of Search causes a 12-1OI3L63 12-1OEL3NZ 7.8.2.10
memory leak for Object Manager
processes
Security
The audit trail uses a header 12-1CZRQ86 12-1CZRQ2O 7.8.2.10
record that includes the User Id.
This can cause problems with
components that keep switching
the user context and can cause
the wrong User Id to be written to
the audit trail.
Server Infrastructure
The Siebel application 12-1NCYOWD 12-1N3J0WN 7.8.2.10
experiences non-reproducible
random crashes
Siebel Sync
Table 22. Resolved Change Requests in the Siebel 7.8.2.10 Fix Pack
ACR 415: Validation errors cause 12-1OH3BOC 12-1LXLFA2 7.8.2.10 Yes, see
synchronization to fail completely “Instructions
for ACR 415” on
page 198
ACR 415: Allows the Extract Start 12-1OH3BM7 12-1EXGK4H 7.8.2.10 Yes, see
Date to be specified at the user “Instructions
level rather than globally for ACR 415” on
page 198
Table 22. Resolved Change Requests in the Siebel 7.8.2.10 Fix Pack
Tools / Configuration
Functions require an extra 12-1N889D9 12-1MSV4EV 7.8.2.10
leading { in front of the function
body to behave properly
Dynamic Applet Toggle crashes 12-1NTJ02K 12-1LXMIR2 7.8.2.10
Siebel applications when a
predefined query returns a record
that fires the toggle
iHelp
Tasks
Users are unable to select non- 12-1IIODHY 12-1I088D1 7.8.2.10
hyperlink steps after they click on
the "Additional Steps" hyperlink
Table 22. Resolved Change Requests in the Siebel 7.8.2.10 Fix Pack
Life Sciences
Other
LS Pharma HI Activity Calendar 12-1J2I89J 12-11WYHRI 7.8.2.10
drag and drop
Samples
Users experience poor 12-1GNONIM 12-1G32VVU 7.8.2.10
performance when they drag and
drop an account onto the
Calendar and then drill down on
the Account Call into the Contact/
Attendee picklist
Signature Capture
Valid signatures can be 12-1M05LWO 12-1M05LVL 7.8.2.10
accidentally deleted from the
Signature Capture view
Loyalty
Loyalty Engine
Cancel Transaction does not 12-1OTUJXZ 12-18C53LY 7.8.2.10
remove the exact points that
were given as a result of the
original accrual
Loyalty Manager
When users navigate to the 12-1PF9N0N 12-1PF9MZS 7.8.2.10 Yes, see
Loyalty Member screen, drill “Instructions
down on a member, create an for FR 12-
Accrual transaction, and the 1PF9N0N” on
process the transaction, the page 468
Expiration Date is not set
Marketing
Table 22. Resolved Change Requests in the Siebel 7.8.2.10 Fix Pack
Campaigns
Marketing Object Manager 12-1O1KG7H 12-1NNUJCN 7.8.2.10
crashes occur after users approve
an offer and navigate to another
screen
Events
Query specification does not filter 12-1N68H8C 12-1N0LQFP 7.8.2.10
results on Event Sessions data
Mobile Solutions
Handheld for Windows
Signature Control in Service Apps 12-1DT6ICO 12-1DT6IB7 7.8.2.10
does not show signature data
correctly.
Table 22. Resolved Change Requests in the Siebel 7.8.2.10 Fix Pack
Partner
Relationship
Management
Partner Portal
The date format of a date value 12-1MPOJ4N 12-1LDEQ3N 7.8.2.10
changes after the date value has
failed the date data validation
Sales
Opportunities
If the user tries to change 12-11QP43L 12-VDOTDZ 7.8.2.10
primary position from the Sales
Team tab after setting the
Opportunity Business Component
user property MVG Set Primary
Restricted: Position=FALSE, the
user receives an error message
Other
The Address field is not updated 12-1LW0Z4Y 12-XMG50B 7.8.2.10
when the primary account related
to a contact is changed
Service
Contracts
The Time Discount % field does 12-1KTTP7V 12-11LSN3S
not work as expected
Other
Dispatch Board: Dispatch Board 12-1IEBA6X 12-1I4ZMCH 7.8.2.10
activities disappear and reappear
on scrolling
Scheduling
Errors are displayed when the 12-1DZX15D 12-1DSNDFY 7.8.2.10
Dispatch Board cache is exceeded
Table 22. Resolved Change Requests in the Siebel 7.8.2.10 Fix Pack
User Interface
Controls
If an external URL is defined, and 12-1MSBHST 12-1MSAZCI 7.8.2.10
the IsRecordSensitive property is
used, choosing About Record or
Create Bookmark causes a crash
Table 22. Resolved Change Requests in the Siebel 7.8.2.10 Fix Pack
Other
When users navigate to the 12-1N0LJ0C 12-1MPOVAP 7.8.2.10
Administration - Business Service
> Simulator view, click the the
'Load from File' button, paste in
an incorrect file path, and then
click Submit, the client crashes
instead of displaying a "File not
found" or "Wrong file path"
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
Analytics
Pharma Analytics
The New Call button and drills are 12-17QYMM2 12-174OZ9B 7.8.2.3
disabled when using the
IsRecordSensitive portal agent
command to enable Contextual
Navigation on a child applet
Automotive
eDealer
Reassign functionality is not 12-1F0CJEX 12-1F0CJDD 7.8.2.4
available within Auto eDealer
Portal
Other
When the order status is changed 12-1GN5LUZ 12-1FIZJNP 7.8.2.7 Yes, see
to "Booked," the line item “Instructions
quantity field becomes read-only for FR 12-
1GN5LUZ” on
page 485.
Errors occur when users select 12-194OVBL 12-18CAKW0 7.8.2.5 Yes, see
Contact and Address from the “Instructions
Opportunity view for FR 12-
194OVBL” on
page 470.
Call Center
CTI
Queries called by the 12-1L8TUWN 12-1GO6RLK 7.8.2.8
CleanAllWorkItem method use
PROF_ID in the criteria instead of
USER_ID
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
Hoteling on JRE using BigIP fails 12-13WVI6B 12-138VFMS 7.8.2.6 Yes, see
“Instructions
for FR 12-
13WVI6B” on
page 471
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
Other
When an exception occurs after 12-1JK2ZDU 12-1IZNZBX 7.8.2.8
the Create Activity step,
duplicates may be created
When users reply to a 12-1K3ZWI7 12-1FT2GCY 7.8.2.8
communication, the body
template associated to a Business
Object is not inserted
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
The screen goes blank on the 12-1GN3HZQ 12-1EJ0C1P 7.8.2.5 Yes, see
Service Request toggle applet “Instructions
after running a predefined query for FR 12-
1GN3HZQ” on
page 472
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
Comm Media
Energy
Field Service
The ABS LoadEmployees method 12-1GG9U1N 12-1D02Z9L 7.8.2.8
does not apply the Parameter Set
"ABS - Activity Status" to exclude
activities
License Key
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
Order Management
Data Validation Manager does not 12-1HA4D4G 12-1H1YB1M 7.8.2.8
close all opened cursors on
S_VALDN_RL_SET
ACR 327: New module for 12-1FMLPQA 12-1DKDRRD 7.8.2.5 Yes, see
Communications, Media, and “Instructions
Energy. The module provides the for ACR 327” on
ability to mass-generate orders page 165
for a group of assets that are
based on a set of common
actions. Please note that this is an
optional module that requires
additional licens
When using a compound product 12-1FNN8O7 12-19DUIPI 7.8.2.5
with more than one validation
service, the error messages
displayed are repeated based on
the number of validation services
associated to the compound
product
Other
If a user runs multiple iterations 12-1HN4I11 12-1HGM25X 7.8.2.6
of the application, each iteration
causes the memory to grow by
2.8 MB
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
Price Comparison
The Competitor Attribute Matrix 12-XAQI6G 12-SEB2SI 7.8.2.1
needs entries for each
combination of attributes
Connectors/ EAI
Connector for SAP
Under certain circumstances, 12-1805W4G 12-ON0MQZ 7.8.2.3
when a BAPI integration object is
created for a SAP R/3 4.7 BAPI,
not all fields are created in the
BAPI integration component (ACR
289)
EAI Server
Components
When sending SOAP message 12-1KI5IY2 12-1JWXPJE 7.8.2.8
requests to the EAI Object
Manager to perform pricing logic,
the pricing workflow process
becomes corrupted and throws an
error due to a truncation of the
input/output arguments and the
server CPU maxes out to 100%
Provides SSL Support for JMS 12-1GO4RLL 12-116M8FN 7.8.2.3 Yes, see
Transport (WebLogic) (ACR 228B) “Instructions
for ACR 228B”
on page 62
Enterprise Integration
Manager (EIM)
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
Users receive the error message 12-13OVAJ5 12-12OXZYB 7.8.2.2 Yes, see
ORA-00001: unique constraint “Instructions
(SIEBEL.S_ADDR_ORG_U1) for FR 12-
violated when Multilingual Lists of 19KT1JR” on
Values are enabled page 473
Other
Provides an option for MQ 12-1JA49PT 12-IY12CI 7.8.2.8 Yes, see
transport to disable report “Instructions
generation (ACR 382) for FR 12-
1JA49PT” on
page 489
Consumer Sector
Handheld
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
The applet user property "Confirm 12-19KT1JR 12-18X6SZZ 7.8.2.3 Yes, see
Payment Dialog" does not work in “Instructions
7.8.2 for FR 12-
19KT1JR” on
page 473
Orders
Clicking the Apply button on 12-1EMG0DO 12-1EMG0A3 7.8.2.4
Authorized Products does not
update the Distribution Code in
the ADL list with Distributed Code
from the Product's Category
Other
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
Retail Objectives
Once an objective has been 12-182BVT9 12-JQ909B 7.8.2.4
created and accounts have been
applied against it, it can no longer
be used
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
Trade Promotions
The Products, Base Volume, and 12-1HJBN4V 12-1GG1HJ4 7.8.2.6
Spread buttons should be in the
background
Customer Order
Management
Configurator
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
The default attribute value does 12-1K8LKTC 12-1K60Q35 7.8.2.8 Yes, see
not validate Max/Min range “Instructions
values for attributes for FR 12-
1K8LKTC” on
page 490
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
The values ' < and >' in attribute '12-1LGC801 12-1L75EGF 7.8.2.8
values will result in 'empty line
value
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
Users are unable to move vendor 12-1I0ZP44 12-1HTW1GF 7.8.2.6 Yes, see
information from one database to “Instructions
another through CP import for FR 12-
1I0ZP44” on
page 473
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
The application hangs when users 12-18RHKGY 12-18CHHU6 7.8.2.4 Yes, see
disconnect multiple promotions in “Instructions
the customer portal for FR 12-
18RHKGY” on
page 474
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
The Show inline attribute does 12-16F6T78 12-160QR4S 7.8.2.2 Yes, see
not work when the port has two “Instructions
products with different set for FR 12-
attributes 16F6T78” on
page 477
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
The customize icon string is not 12-17GBH6W 12-16VR3K3 7.8.2.2 Yes, see
translated to the local language “Instructions
for FR 12-
17GBH6W” on
page 477
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
eCustomer
When users navigate from the 12-1GG1C7W 12-1EE7E8T 7.8.2.7
Home Page to the Offers and Info
tab, and then click the Back
button, the Home Page displays,
but the active tab still indicates
Offers and Info
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
eSales
Users are able to see information 12-1LNHUY4 12-1LEVEHU 7.8.2.8 Yes, see
from other users' sessions “Instructions
for FR 12-
1LNHUY4” on
page 490
Order Management
After 7.8.2.3 QF03C8 has been 12-1MAUDDH 12-1M8MM8N 7.8.2.8
applied, when customers
navigate to an order with a
customizable product, click
Configure, make some changes,
and click Done, they receive the
following error message: Error
invoking service 'SIS OM PMT
Service', method 'Delta' at step
'Create Delta'.(SBL-BPR-00162)
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
Orders
The Add Items button on Order 12-1GZUZTU 12-1E6DRJL 7.8.2.6
Entry Line Items does not allow
decimal values to be entered
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
The currency code on the form 12-Z9XD1Q 12-Z4B1OK 7.8.2.1 Yes, see
applet is not editable “Instructions
for FR 12-
Z9XD1Q” on
page 478
Other
Deep delete and deep copy may 12-1HVVJWY 12-1HTXBL9 7.8.2.7
result in cursor overflows if there
is a large data set to copy/delete
When users open the Product 12-1BQ8TBK 12-1BPMVNA 7.8.2.4
Promotion pick applet, the Order
Management Signal is not
triggered as expected
Pricer
In eCustomer, the List Price does 12-1GKL4SK 12-1G6OP3D 7.8.2.6
not appear within the Catalog
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
When Price Lists are transformed, 12-1EUDFRB 12-1EUHN1E 7.8.2.5 Yes, see
the regular price list items “Instructions
transform correctly, but the for FR 12-
values in the Adjustment Value 1EUDFRB” on
field do not transform correctly page 478
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
Products
Within Pricing Administration - 12-1GB1U69 12-1G656T6 7.8.2.8
Attribute Adjustments, when
users choose a Customizable
Product with attributes that have
pricing rules, increase the
quantity to two, and click Add
Item, they receive an error
message
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
Product Promotion cache does not 12-1JFSTSL 12-1JC724U 7.8.2.7 Yes, see
refresh “Instructions
for FR 12-
1JFSTSL” on
page 487
Quotes
The Network Product or Network 12-1ID7J6R 12-1DZ9VIJ 7.8.2.7
Node Product applets do not
refresh
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
Sales Catalog
Internet Explorer crashes when 12-1KFNBSN 12-1K9OFVL 7.8.2.8
users drill down repeatedly in
catalog navigator categories if
there is no product
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
When users search for a product 12-1GO7CLW 12-1GE3I3V 7.8.2.6 Yes, see
with the "Attribute Search" “Instructions
feature ("Quote-Search Catalog for FR 12-
View"), access control does not 1GO7CLW” on
apply page 479
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
Data Quality
Deduplication
Deduplication Possible Matches 12-1K1FL2Y 12-PR8UL0 7.8.2.8
are not invoked when creating
duplicate contacts in the Account
Contacts view
Other
It takes fifteen times longer to 12-1KPTEVS 12-1K405ZO 7.8.2.8
merge four duplicate contacts
than it takes to merge two
duplicate contacts
Employee
Relationship
Management
Distance Learning
If the course contains a single 12-1IP68S7 12-1AVSREW 7.8.2.7
lesson, and the user fails the
lesson, the course remains in the
Confirmed state instead of being
changed to Completed-Failed
status
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
Users have to click the Finish 12-1JNVKOD 12-1JGB3L0 7.8.2.7 Yes, see
button twice to enroll multiple “Instructions
newly created users for eTraining for FR 12-
1JNVKOD” on
page 488
eTraining
Partial Grade functionality for 12-1GXEZ5F 12-GIQQ1B 7.8.2.7
multiple-choice questions does
not calculate scores correctly
HelpDesk Agent
Applying QF0730 only fixes FR 12-143AFJO 12-13ZB4L2 7.8.2.2 Yes, see
12-T2XZLL in High Interactivity “Instructions
mode by exposing the "Query for FR 12-
Save" menu item at the 143AFJO” on
application level page 479
Enterprise
Integration
Manager/EIM
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
Financial Services
Financial Accounts
With Internet Explorer 7, within 12-1IW72UE 12-1IBEJT9 7.8.2.7
shuttle applets, popup windows
do not display with Microsoft
Internet Explorer 7
Corporate &
Commercial Banking
When invoking Customer 12-1049J3P 12-X74TLV 7.8.2.1
Authentication Manager from the
All Contacts View, the following
error is returned when the user is
not on the contact team:
"Authentication Manager cannot
be invoked in this context.(SBL-
SBL-00000)".
Other
The FINS dedicated client cannot 12-1JBP5MX 12-1J0HBZQ 7.8.2.7
be launched when it is connected
to a customer database that is
kept locally
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
General
Access Control
Allows Siebel High Interactivity 12-1G5N68B 12-1CX0X8X 7.8.2.6
applications to be downloaded
when the user logs in when the
application is configured for SSO
through Webseal/TAM version 5.1
(ACR 275)
Activities
The details entered in the 12-1N88NBP 12-1N5E9RR 7.8.2.8
Activities home page to add a new
record do not show up in the
Activity Details screen
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
Application
Administration
Users have access to 12-WZ49NP 12-W3XK85 7.8.2.1
unauthorized views
Application
Deployment Manager
Reusing an Application 12-156V4S6 12-156V4P0 7.8.2.2
Deployment Manager session
multiple times for file export
causes the 200-character limit to
be exceeded and the data can be
imported multiple times, which
causes slow performance
Assignment Manager
Assignment Batch Manager logs 12-1HWESEG 12-1GK2IBR 7.8.2.6
transactions even when the
component parameter "log txn on
change only" is set to True
Audit Trail
Audit trail works for recording the 12-1KNI4Q5 12-1JWZ08Z 7.8.2.8
disassociation of parent-child
relationships, but not for the
initial association itself
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
Logged date values in audit trail 12-1KMUO1F 12-VWE00J 7.8.2.8 Yes, see
records are not displayed “Instructions
according to local settings for FR 12-
1KMUO1F” on
page 491
Calendar
Even when the Auto Calendar 12-1FTLT9K 12-1ELW4U1 7.8.2.8 Yes, see
Manager Access option is set to “Instructions
False, subordinates' Calendar for FR 12-
Activities are visible to their 1FTLT9K” on
managers page 491
Appointments created by one 12-1IT4L3B 12-1GJLPLM 7.8.2.8
user on another user's shared
calendar also appear on the first
user's calendar
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
Communications
Server
The Recipient Group drop-down 12-1GE0I28 12-U5LAZN 7.8.2.5
list displays ENU values along
with the language pack used
Correspondence
Proposal Generator output text is 12-1JTFZP4 12-1IBVB5T 7.8.2.8
not aligned correctly, which
leaves large spaces between
words
Data Quality
An incorrect SSA DLL causes 12-1GVL6V5 12-1GL4XZX 7.8.2.6
performance issues
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
File System
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
Global/ Multilingual
LOV
Homonym strings are translated 12-1CY430L 12-1CXXLYR 7.8.2.4
incorrectly in Siebel applications,
version 7.8.2
Installation
After users uninstall Siebel 12-1HPHC4F 12-1HNN2WR 7.8.2.8
7.8.2.4 SIA, Siebel Server
crashes
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
Other
View data overlaps on applets 12-1GXLYP0 12-1GD066N 7.8.2.8
when Mozilla Firefox is the
browser
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
Peformance
Performance slows after setting 12-1HWEE23 12-1HSENAN 7.8.2.6
the "EnforceSSL=True"
parameter
Oracle connector code causes 12-17HZFWA 12-17EE2FG 7.8.2.6
double parsing when a view is
accessed for the first time
Personalization
Personalization rules do not work 12-139BCKP 12-12KF1LR 7.8.2.4
when using the dynamic profile
attribute to control view visibility
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
With the Outlook Add In, the user 12-1FN5OF6 12-1EUHW9D 7.8.2.5
receives the following error
message: "The Siebel data cache
is currently getting updated.
Please wait five minutes before
attempting to access the link to
Siebel popup that appears in
Outlook.”
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
Users cannot change the default 12-16N200T 12-16L4RU0 7.8.2.2 Yes, see
virtual directory name - WebDEV “Instructions
Calls to Exchange from SSSE for FR 12-
16N200T” on
page 481
Platforms
Mainwin fails to verify a valid 12-1H727TD 12-1D8VKB2 7.8.2.6
intermediate CA certificate
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
Remote
Account Affiliation and other 12-1I4X9TH 12-1HML1IV 7.8.2.7
party data is not routing properly
S_PARTY_RPT_REL is not routed 12-1I4YZPP 12-1HVJDLF 7.8.2.7
to the mobile client when a
position is added to an Access
Group
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
Replication Manager
URLs are incorrectly replicated to 12-16HQB6P 12-15CMUKY 7.8.2.2
regional nodes
Report Designer
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
Reports Server
The Reports Business Service 12-1M0PDNZ 12-1FNN8PL 7.8.2.8
'Version' field is always blank
Search
Users experience regular crashes 12-1KPB581 12-KISC0Q 7.8.2.8
while using Fulcrum (the crash is
in the
CSSFulcrumSearchAdapter::GetS
ourceName() function)
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
Security
Memory corruption occurs while 12-1MPR529 12-1IWNIU9 7.8.2.8
using EAI HTTP Transport over
SSL
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
NULL encryption does not work 12-1IL26GJ 12-1IFMN3R 7.8.2.8 Yes, see
properly, so users cannot “Instructions
implement ACR 329 for FR 12-
1IL26GJ” on
page 491
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
Send Email
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
Server Infrastructure
Core dump in 12-1JYL7MI 12-18TWSSC 7.8.2.8
CSSSqlObj::InvalMvfCalcs
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
Service Requests
The Sort icon does not display 12-1JV0CL4 12-1GDIRHB 7.8.2.8
correctly in the All Service
Request List view
Siebel Anywhere
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
Siebel Sync
ACR 373B provides the following 12-1HN5K2B 12-1HN5K1B 7.8.2.8 Yes, see
functionality: “Instructions
for ACR 373B”
■ Supports Microsoft Exchange
on page 194
2003 SP2 so that customers
can use Exchange 2003 SP2
to synchronize Siebel
calendars using SSSE.
SmartScript
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
Test Automation
Picklist fields like "Select Field" 12-1AD2GCP 12-1ACYC2B 7.8.2.2
and "Perform Query Using" are
not recognized (ACR 273A)
The Add Agent applet is missing 12-1AD5YE1 12-1AD5Y70 7.8.2.2
under Admin-Communications--
Applets (ACR 273A)
Tools/Configuration
An incorrect delete statement on 12-1IPMFM7 12-1IE6G8G 7.8.2.8
the S_ESCL_REQ table causes
performance issues
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
Upgrade
The SQL file vod_diff_rpt.sql 12-12IR07K 12-12IR02G 7.8.2.3
contains a defect
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
Web Framework
In Siebel applications version 7.7 12-1KWUQXA 12-Q47T8B 7.8.2.8
and higher, users can open
picklists in read-only fields
Workflow
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
iHelp
Tasks
After QF0663 has been applied, 12-1HJBHF7 12-1H52QJB 7.8.2.6
an error message displays if users
select Item 1, Item 2, Item 3,
Item 4, and then select Item 1
again
Life Sciences
Activity
Appointment duration in the User 12-1J5HADX 12-1J5GM4X 7.8.2.9
Preferences Calendar is ignored in
the Life Sciences Pharma High-
Interactivity Activity Calendar
view
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
Clinical Manager
Trip reports are not locked when 12-121G1R5 12-10YXMXD 7.8.2.2
the status becomes approved
Medical Handheld
Resolves the following Handheld 12-184JL1Y 12-17S2W9Z 7.8.2.4
printing issues: The option
PrinterUser=2 does not work
When Bluetooth is used, it takes
several minutes for the
application to begin printing
When Bluetooth is used,
templates do not print correctly
Other
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
Product Issues
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
Protocol Builder
Incorrect activities are created for 12-1M5CF1P 12-1LKD1UF 7.8.2.9
subjects when applying a protocol
amendment
Regulatory Reports
Updates the MedWatch Report 12-1HWES6Y 12-1HG2IH4 7.8.2.8 Yes, see
(LS_3500A) to reflect new “Instructions
formatting and fields (ACR 372) for ACR 372” on
page 182
Samples
On the Mobile Web Client, the 12-1IM5DXH 12-1IINAVP 7.8.2.7
Signature Capture view freezes
when users press the Tab key
Calls are marked as signed but a 12-1JK4O41 12-1JK3LTD 7.8.2.7 Yes, see
signature record does not exist “Instructions
for FR 12-
1JK4O41” on
page 489
Signature Capture
Signature Capture Pen strokes 12-1GG19N2 12-1E6FMHH 7.8.2.5
intermittently do not get
refreshed in the Signature Control
in UI if the pen strokes are
performed in quick succession
(Tablet PC)
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
Territory Management
Territory rules are translated into 12-1I7EEHR 12-13HEJBV 7.8.2.8
Assignment Manager rules
incorrectly (ACR 296)
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
Loyalty
Loyalty Engine
Loyalty engine may process some 12-1DT6JSR 12-182BQGQ 7.8.2.7
transactions twice
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
Marketing
Campaigns
Promotion of a prospect does not 12-1KIOBZN 12-1K801GD 7.8.2.8
populate the Industry SIC code
onto the account
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
Events
When a user attempts to alter a 12-1FVKCAC 12-1EWW813 7.8.2.8
large number of records (100+)
using the Change Records
functionality, they receive an "end
of file" error message
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
Marketing Server
Allows Campaign loads between 12-1IZO01S 12-1F4YWQ4 7.8.2.7
Siebel 7.7 or 7.8 and Oracle
Business Intelligence Enterprise
Edition 10.1.3.2 (ACR 365).
Mobile Solutions
Handheld for Windows
The letters "o" and "p" cannot be 12-1LMZ3S1 12-1LC0MR7 7.8.2.8
entered in text fields within Siebel
Handheld applications
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
Applet and List tags can print data 12-13OPWXU 12-13OORO3 7.8.2.1
tables even when there is no
record (ACR 243/244)
Other
Transaction Router crashes when 12-1K404ES 12-1K20DOB 7.8.2.7
new events are created
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
Store-and-Forward
Messaging
Form applets become read-only 12-11WDCCD 12-11NFBMX 7.8.2.2
after a Store and Forward
message is received
Wireless
Users are not able to add a new 12-1N3J9S3 12-1N3Q0NZ 7.8.2.8
calendar record in the wireless
application
When the user enters an expired 12-138MYBG 12-131HN9G 7.8.2.1
password, the Wireless
application fails and shows the
user XML
Partner
Relationship
Management
Marketing
Development Funds
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
The MDF Paid field values are 12-1J6K6W7 12-1J2FZN1 7.8.2.8 Yes, see
rounded off, which makes the “Instructions
ending balance of the current for FR 12-
period and the beginning balance 1J6K6W7” on
of the next period incorrect page 492
The HTIM MDF Period Ending 12-1EMGCMM 12-1EMGCLP 7.8.2.5 Yes, see
Process workflow does not “Instructions
produce correct snapshot records for FR 12-
and information 1EMGCMM” on
page 484
Partner Portal
When attempting to add 12-1AQDGZO 12-19YVICO 7.8.2.3
attachments through a toggle
applet, the user may receive an
unexpected error message
indicating a problem with an
unsaved attachment
Professional
Services
Professional Services
Automation
Microsoft Project Export issues 12-1HQH1J5 12-1HG1QKF 7.8.2.7
related to predecessor field
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
Sales
Forecasting
When users create a Forecast 12-1G8YUH5 12-1G75OUN 7.8.2.5
record, define a forecast series,
and then save the record, they
receive the following error
message: SBL-DAT-00235: Value
too long for field 'Win Probability'
(maximum size 16)
Opportunities
Numeric and picklist fields 12-1K2K9T6 12-1JD9K31 7.8.2.8
temporarily blank out after Siebel
7.7.2.8 has been applied
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
Other
Cancel Query Function in the 12-1KXW6NX 12-1GE3EGA 7.8.2.8
associate applet is not working
properly
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
Territory Management
After ACR 263 has been applied, 12-1J3KLN2 12-1J3KLM8 7.8.2.7
alignment activation fails on DB2
Service
Contracts
Agreement Line Item Charges are 12-1IPNY4N 12-1H08UL2 7.8.2.7
incorrect after switching to
Daylight Savings Time
The "Use Plan View" and the "Use 12-1A15M7L 12-150H3VT 7.8.2.3
Plan Line Item View" are missing
from Option 74
Logistics Manager
Allows bulk transfer of assets and 12-1G0QIGI 12-1ADKL0H 7.8.2.5 Yes, see
inventory (ACR 308) “Instructions
for ACR 308” on
page 124
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
Other
Within the Letters tab of a Service 12-1HPHX1Q 12-1HM2FEF 7.8.2.8
Request, when users select a
letter template and click the
Generate Draft button, they
receive an error message
Preventive
Maintenance
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
Scheduling
ABS LoadActivities crashes on 12-1I1FYK8 12-1HTFNUN 7.8.2.8
activities with planned start dates
within glued periods or outside of
the horizon
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
Siebel eMail
Response
General
Scheduling
ABS LoadActivities crashes on 12-1I1FYK8 12-1HTFNUN 7.8.2.8
activities with planned start dates
within glued periods or outside of
the horizon
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
Travel &
Transportation
Other
On HP-UX, the Object Manager 12-YR830J 12-Y4ZA3B 7.8.2.1
crashes whenever the user
navigates to the Function Space
Diary screen
UAN General
Anomalies
Other
When Data Quality is enabled for 12-1IAE2QU 12-1IAC6SB 7.8.2.7
customized Business Objects/
Business Components, users
receive a "BO not found" error
message
Universal
Customer Master
Other
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
Universal
Customer Master
Survivorship
A field value is protected during 12-1L23WZR 12-1GV13QB 7.8.2.8
the first update by SE but it is not
protected by subsequent updates
User Interface
Administration
If a user updates the Default View 12-119RXI3 12-Y1C4KF 7.8.2.1
for any screen (where there was
no view set as default), the next
time when user logs in, he cannot
see any other view than the
Default View that he previously
selected for that screen
Controls
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
History/Back/Refresh
After Siebel 7.8.2.4 has been 12-1JLEK1T 12-1IGLRHV 7.8.2.8
installed, when customers run a
query and then run a second
query, the results from the first
query still display
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
Navigation
Order View Tab Layout does not 12-1KFNOKX 12-1K0WED0 7.8.2.8
work in the Siebel 7.8.2.4 and
Siebel 7.8.2.5 applications
Other
Symbolic URLs that use iFrames 12-1K8JZBR 12-1I0GSVR 7.8.2.8
cause Server Sessions to fail to
time out
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
The "*=" and "=*" left and right 12-14MHRUY 12-14M4B22 7.8.2.2
outer join syntax has been
deprecated in SQL Server 2005
Popups/Pick Lists/
MVG/Shuttle
Popup windows cannot be closed 12-1K95CJB 12-1DIFPC9 7.8.2.7
(Vista-specific issue)
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
The Query drop-down list (PDQ 12-18853WI 12-184YOGC 7.8.2.2 Yes, see
picklist) is not available in the “Instructions
ERM application running in for FR 12-
Standard Interactivity mode 18853WI” on
page 485
Tools/Menus/
Keyboard
Accelerator child objects with Key 12-14I9UL0 12-12EM3RC 7.8.2.4
Sequence = ENTER do not work
consistently
Web Service
Other
Table 23. Resolved Change Requests in Siebel 7.8.2.1 Through Siebel 7.8.2.9 Fix Packs
2 Add the "Pharma Professional Best Times To Call View - CE" responsibility to user SPORTER
3 Add "Contact Id" to "SIS HH LS Contact Best Times List Applet", and then compile the SRF.
4 Synchronize the PDA, using the default BO filters for the PDA.
■ In Siebel Tools, navigate to the Service Details applet and set the Time Billable flag.
■ Navigate to Admin Server Configuration > Servers > Components > Parameters, and set the
NumberOfBookmarks parameter to a higher value. However, note that there may be a
performance impact if too many bookmarks are stored.
■ Name: "ForeignKeyField"
■ Value: True
3 Query for the List Mgmt Lists Business Component, and within the Subtype Code field, set 'Force
Active' to TRUE.
4 In the Business Services list, query for the “ISS Authoring Import Export Service” Business
Service.
6 Uncheck and recheck the Business Service object on the list and click OK.
7 Expand the Business Service object and select “Business Service User Prop” from the list.
8 Make sure that you have selected “ISS Authoring Import Export Service” in the “Business
Services” applet on the right side of the screen. (Note that there are two applets called “Business
Service User Prop”.)
9 Add a new record in “ISS Authoring Import Export Service” from the “Business Service User Prop”
applet.
10 Enter the values as is without double quotes. Name = “AutoProceed” and Value = “Y”;
11 Navigate to Tools > Compile Projects.
12 Select “ISS Authoring Admin” from projects list, and select the “Selected projects” option if it is
not already selected.
15 Press the Compile button to incorporate the changes into the new .srf.
■ Convert the application to SI+ mode by setting High Interactivity=FALSE and Application
Style=EmployeeFacing.
2 Create an alert definition (such as Administrator Email Alerts) with the following alert
parameters:
Alert Definition
Name Alias Media Description
❏ SMTPServer: The name of a server with an SMTP mail service enabled. IP Address or
Server Name are appropriate.
❏ SMTPServerPort: The port on which the SMTP mail service or daemon is listening.
❏ FromAddress: The email address from which the email alert should be sent.
4 To configure the Email Template for PIMSI Engine Errors, navigate to Administration PIMSI Server
Integration > Configuration Profile : Exchange Calendar
NOTE: The Domain name should be the same as the Domain Identifier field in Administration->
PIM Server Integration >PIM Domains.
For example:
domain = IPM.Task,
Login = GABBO
With the above data, the final email message looks like below :
SSSE fails to synchronize IPM.Task record for the sync enabled user GABBO
The error message is: One or more required fields are missing.
Email Template: MsgBody1 Body of the email with place holders. The supported
Domain Name place holders are:
Email Template: MsgBody1 \n SSSE fails to synchronize %domain record for the
IPM.Task sync enabled user %login% \n
Subject: [Subject]
\n The error
NOTE: If message size is not increased, the system sends the smaller message with less details.
1 Within Siebel Tools, navigate to the ‘LOY Engine Transaction’ Business Component.
2 Add a new user property to the 'LOY Engine Transaction' Business Component with the following
values:
2 Within the LS Activity Plan Business Component, add a new field with the following values:
■ Type: DTYPE_TEXT
■ Text Length: 30
1 Within Siebel Tools, navigate to the A. Applet: Pharma Calendar Account List Applet applet, and
change the applet user property as follows:
2 Within the CUT Address for Account/Contact Business Component, add a new calculated field
with the following values:
■ Calculated Value: [Street Address] + IIf([Street Address] IS NULL,"", ", ") + [City] +
IIf([City] IS NULL,"", ", ") + [State] + IIf([State] IS NULL,"", " ") + [Postal Code] +
IIf([Postal Code] IS NULL,"", " ") + [Country]
1 Within Siebel Tools, navigate to the "Pharma Attendee Deleter" Business Component, and add a
new field with the following values:
■ Column = "TARGET_PER_ID"
2 Navigate to the "Pharma Meeting Attendee List Applet" applet, and add a new applet user
property with the following values:
■ Value = "Y"
3 Navigate to the "Pharma Meeting Speaker List Applet" applet, and add a new applet user property
with the following values:
■ Value = "Y"
3 Set the Trusted Sites security level to the Default level (Medium), disable Popup Blocker, and
select Enable Download Signed ActiveX controls within the Custom Security setting.
1 Within Siebel Tools, navigate to the Order Item XA (No Link) Business Component.
All four fields have 'Force Active' as TRUE. Field 'Previous Value' has a PickList value of 'PickList XA
Dynamic LOV'.
1 Log into Siebel Tools, and navigate to the LOY Engine Transaction Business Component.
2 Add the following user property:
1 In the Action Employee Business Component (Table: S_ACT_EMP), add the following three
denormalized column/fields and set Force Active = True:
2 In the Pharma Attendee Call Business Component, locate the following three source columns/
fields and set Force Active = True:
3 Add the Business Component user properties detailed in the following table:
Name Value
NOTE: There should be a blank space after the comma in the user property value.
The following field values will be populated from the Pharma Attendee Call Business Componnent
to the Action Employee Business Component:
4 For the Pharma Account Call Business Component, set Table as S_EVT_ACT.
❏ Name: Personal
6 For the Pharma Account Call Business Component, set the Employee Destination Link Multivalue
Link to Pharma Account Call/Employee.
7 For the Pharma Account Call/Employee link, set Inter Table as S_ACT_EMP.
1 Within the S_SRC_PRD_BASLN table, create a new column called DELETE_FLG with the following
values:
2 Within the S_SRC_PRD_BASLN table, create a new index called S_SRC_PRD_BASLN_D1 with the
following values:
3 Within the CS CG Promoted Product Baseline Business Component, create the following new
field:
4 Create a new Business Component called CS CG Promoted Product Baseline - Atom with the
following values:
5 Within the CS CG Promoted Product Baseline - Atom Business Component, create a new field with
the following values:
6 Within the CPG Plan Business Object, add the CS GG Promoted Product Baseline - Atom Business
Component.
1 In Siebel Tools, under Siebel Objects/Applet, query for the Opportunity List applet.
2 Drill down on the Business Component field. (The value for the field will be Opportunity.)
5 Change the value of the Primary ID Field to Primary Contact Address Id.
1 In Siebel Tools, query for the "Training Register Course Enroll Others Applet" applet
2 Change the "Read Only" property of the List Column "Contact First Name" to FALSE.
3 From Business Components, query for the "Training Admin Contact" Business Component.
Field Name:-Contact Id
Join:-S_CONTACT
Column:-ROW_ID
Required:-FALSE
Join:-S_CONTACT
Column:-EMP_FLG
Required:-FALSE
Join:-
Column:-PARTY_TYPE_CD
Required:-TRUE
Join:-
Column:-PARTY_UID
Required:-TRUE
Join:-S_CONTACT
Column:-PERSON_UID
Required:-TRUE
2 Select Applet Toggle from the Object Explorer and insert a new record into "Service Request List
Applet" with the sequence value set to 2 in the Properties window of Applet Toggle.
■ Add a record in User Property of Persistent Customer Dashboard Business Service (BS) with the
following data:
■ Value: TRUE
TRUE is the default value. If you do not want Dual Personalization, set the Value to FALSE.
■ Add the applet user property "Confirm Payment Dialog" to the HH CG Payment Entry Applet CE,
and set the value to "Y"
2 Query for "CPG Plan Account Promotion", lock the project, and select "Business Component User
Prop".
3 Create a new Business Component User Property with the following values:
Note: If this BC User Property is defined, its value is read by "Products" button code and the
search specification is applied on the "Internal Product" Business Component when the category
products are retrieved for creating Promoted Products.
1 Log into Siebel Tools, and navigate to the "ISS VOD Import Export" project.
2 Change the Business Component for the picklist 'Product Vendor PickList' to 'Com Organization'.
1 Create three user properties for the "ISS Class VOD BusComp (JWS)" Business Component as
follows:
SubscriberBrokerName1 = CfgObjBroker
2 After you have created these three user properties, compile the SRF.
<td nowrap>
</td>
<td nowrap>
</td>
2 Within Siebel Tools, locate the From Tools "Cfg Cx Runtime Instance Frame (JS HI)" applet, and
"Restart" and "SaveCXProd" buttons with method 'SubmitRequest' and fill out the display name.
3 Within Siebel Tools, navigate to Business Service and query for Cfg Web UI Service (JS).
4 From Business Service User Properties, create a new record called “Test Restart” and set the
value to Y.
6 From the UI, navigate to Administration – Order Management and add 'RestartInstance" signal
in Context Service
8 Navigate to Order Management Admin > Signals. Use LoadInstance as reference. All of the values
are the same as in LoadInstance except that the method name is "RestartInstance". If you want
to pass a CxObj, you can can use workflow.
For example, for workflow, you can get CxObj from the file system in the first step and you can
pass this property set and call 'Remote Complex Object Instance Service' Business Service and
method 'RestartInstance'.
NOTE: The 'RestartInstance" button is displayed in all eConfigurator views except Product
Validation Mode. Clicking theRestart button will go back to the root product and default tab
(group).
1 Navigate to Site Map > Administration - Order Management > Message Types.
■ Group: Promotion
■ Group: Promotion
■ Short Text: Commitment has been broken for the following promotions: [Message] Please
disconnect promotions individually to view the specific terms.
■ Full Text: Commitment has been broken for the following promotions: [Message] Please
disconnect promotions individually to view the specific terms.
6 Navigate to the Response third-level tab to define responses for this message.
■ Sequence#: 1
■ Name: OK
■ Response Type: Respondent Interested
■ Log: N
■ Suppress Repetition: N
■ Method: MsgResumeWorkflow
■ Type = Input
■ Optional = TRUE
■ Sequence = 0
3 Launch the Siebel application, navigate to Sitemap > Administration - Business Process >
Workflow Deployment, query for the 'ISS Promotion Upgrade Process' Workflow and click
'Activate'.
3 Navigate to Business Service User Properties, and add a new user property with the following
values:
■ Value = "NewProductName"
NOTE: The value should be the UI property name that you use to save Product Name
translations.
1 In the Business Component 'ISS Objects Attributes Lang BusComp', add a field called
'Description' that is mapped to the column 'DESC_TEXT' and set Force active = TRUE.
2 In the Business Component 'ISS Objects Attributes Lang Clone BusComp', add a field called
'Description' that is mapped to the column DESC_TEXT and set Force active = TRUE.
3 In the applet 'ISS Objects Attributes Name Lang Popup List Applet', add a field called 'Description'
to List Column, and map the string reference 'SBL_DESCRIPTION-1004230718-21G' to Base and
Edit template.
4 In the Business Components 'Quote Item XA', Order Item XA and Asset Mgmt - Asset XA, make
the following changes:
a Add a calculated field called 'Attribute Description' and set Force Active = TRUE.
b Add a calculated field called 'Attribute Unit of Measure' and set Force Active = TRUE.
5 In applets 'Quote Item XA List Applet', 'Order Item XA List Applet' and 'Asset Mgmt - Asset XA
List Applet', make the following changes:
a Add a field called 'Attribute Description' and map string reference 'SBL_DESCRIPTION-
1004230718-21G' to it. Set the Read-Only property to True.
b Add a field called 'Attribute Unit of Measure' and map string reference 'SBL_UoM-1004233551-
7A7' to it. Set the Read-Only peroperty to True.
d Remove the old existing fields/list columns 'Description' and 'Unit of Measure' from the Base and
Edit List Template
6 Recompile the preceding Business Components and applets.
■ In the Applet "Cfg Cx Runtime Instance Frame (JS HI)", create a new control:
■ Name = lblEditField
■ Data Type=DTYPE_TEXT
■ Length=30
■ Type=Data
■ External Length=30
■ XML Style=Element
■ XML Tag=CfgStateCode
1 Launch Siebel Tools, and query for Order Entry – Orders Buscomp.
2 Query for the applet with NAME equal to 'Order Entry - Line Item Form Applet (Sales)(Pricing)'.
4 Query for the Control with NAME equal to 'Currency Code' in the applet 'Control'.
1 In Siebel Tools, create a Business Component called 'Price Config Item - Tranformation' based on
the :S_PRI_CFG_ITEM table. You can also copy the existing 'Price Config Item (No Link)'
Business Component and rename it to 'Price Config Item - Tranformation'.
2 Query in the 'Admin Price List' Business Object, and add the new Business Component to the
Business Object.
4 Enter Link Name as 'Price List/PriceConfig Item - Tranformation', the Parent Business Component
as 'Price List', the Child Business Component as 'Price Config Item - Tranformation', and the
destination Field as 'Price List'.
6 Go to the 'Price Config Item - Tranformation' Business Component, and add the following
Business Component User Properties:
7 Compile the new 'Price Config Item - Tranformation' Business Component, the 'Admin Price List'
Business Object and the 'Price List/PriceConfig Item - Tranformation' link to the repository.
1 Search for all templates that contain the "CfgFieldName:List Price" or "CfgFieldName="List
Price"" strings.
2 Navigate to Applet, query for "Attribute Search Applet" and click on Applet User Prop.
3 Add a new record in "Applet User Prop" Enable Search Result Applet Access Control and set the
value to Y.
4 Go to View and query for the Quote-Search Catalog view, select the Quote Catalog Attribute
Search Product List Applet from Visibility applet, and select Catalog from Visibility Applet Type.
2 Create a new Applet Method Menu Item with the following values:
■ Position: 32
3 Expose a SWE menu item on the Contact List Applet menu by adding the following record:
■ Create a new Applet Method Menu Item with the following values:
■ Position: 31
4 Test the “Save Query” Functionality after doing the above mentioned configuration with the
following repro steps.
7 Clear the current query by executing an empty query to return all records
9 Refine the query using "Refine Query" (i.e. First Name = A*)
10 Save the query using Query - Save (the newly exposed menu item)
11 Clear the current query by executing an empty query to return all records
12 Execute the saved query and it should now return the refined query results (i.e. Last Name = A*
and First Name = A*)
NOTE: 'Save Query' applet level menu item will show up only if the current PDQ you are in has
been created by you. Remember 'Save Query' will let you overwrite the existing PDQ created.
1 Log into Siebel Tools, and navigate to the Action Business Component.
2 In the Action Business Component, create a User Property called "Calendar One to Many Child
BC Names" with the value "FS Activity Symptom", as shown below:
3 Create a User Property called "FS Activity Symptom.ActivityIdFieldName" with the value "Activity
Id", as shown below:
■ Value: Activity Id
1 In Siebel Tools, query for the 'DNB Global Access' Business Component.
2 Under the Business Component, navigate to the Field option, add a field called "Reason Code"
and set Data Type= DTYPE_TEXT.
■ Class: CSSBCVGlobalAccess
3 Navigate to the applet option and query for the "DNB Global Access List Applet"
UI Objects Changes
■ Type: Applet
■ Class: CSSSWEFrameDNBGlobalAccess
4 Under Applet, go to the "Applet Web Templet" and select the name "Query".
5 In "Applet Web Templet Item", add a field "Reason Code" and also set the value for Control field
as "Reason Code".
6 In "Applet Web Templet", right-click on "Query" and select "Edit Web Layout".
1 Navigate to Administration – PIM Server Integration --> PIM Server Integration configuration.
■ Section: Calendar
■ Value: S1
■ Section: Calendar
■ Section: Calendar
3 Clear the Cache and restart the Web Server, Siebel Server and Actuate.
4 Open the eService application and verify that the Reports drop-down menu is visible.
The Start method of the top level report object in the ROD would be a good place for this, since it
needs to be done before the parameter is used.
For Ampersand:
Loop
Loop
1 Under the [SWE] section of the apps configuration file (such as uagent.cfg for Call Center and
eservice.cfg for eService), set EnforceSSL=True.
2 Query for BusComp user properties and set the values as follows:
4 Create a call for Mary Alexander and set the address field to blank.
■ Add the following control user property to control "Signature Capture" in the "LS Pharma Call
Signature Form Applet" applet:
■ Value: 7000
Append the following additional join specification to "Operational # TM Account Geo Zone Hierarchy
Division Driven" > dynamic candidate > Informational Table dynamic candidate component as
follows:
Value : (([Forfeit Amount]) = 0) AND ([Expiration Date] <= Today()) AND ([Type] <>
LookupValue("MDF_TXN_TYPE_CD","Paid") AND [Type] <>
LookupValue("MDF_TXN_TYPE_CD","Forfeiture"))
Value : [MDF Beginning Balance] + [MDF Accrued] + [MDF Adjusted] + [MDF Reinstated] - [MDF
Forfeited] - [MDF Total Paid]
Value : [MDF Beginning Balance] + [MDF Accrued] + [MDF Adjusted] + [MDF Reinstated] - [MDF
Forfeited] - [MDF Total Paid]
■ Within Siebel Tools, navigate to the PS Project Plan Integration List Applet, and edit the following
values:
■ Under the ODBC prompt, run the following script to set the Parameter value to 33:
■ Within the 'Siebel ERM' application, add the following lines in Application_PreNavigate:
■ Siebel_Enterprise_Server/enu/siebel.ini
■ Siebel_Enterprise_Server/siebel.ini
■ Siebel_Web_Server_Extension/enu/siebel.ini
■ Siebel_Web_Server_Extension/siebel.ini
4 Launch the application, and verify the Application Menu Items and the Applet Menu items.
From: OverwriteConfig=no
To: OverwriteConfig=yes
1 Log into Siebel Tools, and navigate to the Order Entry - Line Items Business Component.
■ Value: N
2 In the FS InvTxn Ledger Entry Business Component, add the following new fields:
■ Column : LAST_UPD_BY
■ Text Length : 15
■ Type : DTYPE_ID
■ Name : HasLastUpdbyfield
■ Value : Y
2 In the "Attribute Details Form Applet" applet, activate the "Maximum Value" and "Minimum
Value" items in the "Base" and "Edit" Web Templates. This will allow setting margins on non-
enumerated domains of Integers and Numbers.
2 In the "ISS Class Attributes VBC List Applet" applet, activate the "Maximum Value" and "Minimum
Value" items in the "Edit List" Web Template.
3 Check that the "Maximum Value" and "Minimum Value" List Columns are active and have their
properties "Show In List" set to False.
2 Check the ""Need Execution"" check box in linked item configuration. (This will generally be
checked by default.)
NOTE: This is only for specific cases where the Eligibility Rule is based on Account.
2 Select Workflow, and query for the "Web Channel Check Eligibility & Pricing Driver Workflow"
workflow.
4 Click on the "Set Pricing Date" step, right-click and pick "Show Input Arguments”.
5 In the "Input Arguments" window, add the following two input arguments:
1 Log into Siebel Tools and query for the ISS Promotion Form Applet.
2 Using Object Explorer, navigate to the Applet Method Menu Items section.
3 Change the command used for the 'Clear Cache' menu text from 'ISS Promotion ClearCache' to
'RefreshProductCache'.
4 Save the record, and recompile the applet in your SRF file.
1 In Siebel Tools, query for the "Training Register Course Enroll Others Applet" applet.
2 Change the "Read Only" property of the List Column "Contact First Name" to FALSE.
3 From Business Components, query for "Training Admin Contact" Business Component, and
change the following fields as mentioned below:
■ Field Name:-Contact Id
■ Join:-S_CONTACT
■ Column:-ROW_ID
■ Required:-FALSE
■ Join:-S_CONTACT
■ Column:-EMP_FLG
■ Required:-FALSE
■ Join:-
■ Column:-PARTY_TYPE_CD
■ Pre Default Value:-Person
■ Required:-TRUE
■ Join:-
■ Column:-PARTY_UID
■ Required:-TRUE
■ Join:-S_CONTACT
■ Column:-PERSON_UID
■ Required:-TRUE
2 Navigate to the Site Map, click the Web Browser Administration hyperlink, and then click the
Browsers hyperlink.
3 In the Browser list applet, create a new record with Name=IE 7.0.
4 Click on the Capabilities tab in the lower applet and create the same capabilities as those in IE
6.0.
6 In the Browser list applet, create a new record with Name=MSIE 7.0.
7 Click on the Capabilities tab in the lower applet and create the same capabilities as those in MSIE
6.0.
10 Restart the Siebel Server to make the new settings take effect.
MQMD_S_In_Report = MQRO_NONE
MQMD_S_In_Expiry = 1000
FullMQMDControl = TRUE
1 In Siebel Tools, make a copy of the view "CS CG SVP Baseline View" and name it "CS CG SVP
Baseline View - All" with responsibility All.
2 Associate the "CS CG SVP Baseline View - All" view to the responsibility "CG XX Key Account
Manager".
1 Log into Siebel Tools, and navigate to the "Attribute Details Form Applet" applet
1 Log into Siebel Tools, and navigate to the ISS Product Group Styles Business Component/Cfg
Responsiblilty, and check the No Delete and No Delete properties (example in File "Link ISS
Product Group Styles BusComp Vs Cfg Responsibility.sif").
2 In the ISS Product Group Styles BusComp/Responsibility, check the No Delete and No Inter
Delete properties (example in File "Link ISS Product Group Styles BusComp Vs
Responsibility.sif").
3 Modify the ISS Product Group Styles Business Component Multi Value Links to be No Copy
(example in File "ISS Product Group Styles BusComp.sif").
4 Disable the "Lang Extension Business Components" User Property in the ISS Release UI Option
Responsibility Business Component (example in File "ISS Release UI Option Responsibility
BusComp.sif").
5 Set the new "Orig Id Fields" User Property to "UI Option Id" and make all fields ForceActive in
the ISS Delete UI Option Responsiblity (example in File "ISS Delete UI Option Responsibity
BusComp.sif").
6 In the ISS Release Group Styles Business Component, create a new field called "Primary
Responsibility Id" based on PR_RESP_ID, make it copyable and make it force active (example in
File "ISS Release Group Styles BusComp.sif")
7 In the ISS Delete Group Styles Business Component, create a new field called "Primary
Responsibility Id" based on PR_RESP_ID, make it copyable, and make it force active (example
in File "ISS Delete Group Styles BusComp.sif").
1 In Siebel Tools, click on the View tab in Object explorer and querry for the view name in which
you want to disable the IE back button.
2 Click on the View User Prop tab in the Object explorer for the same view.
1 In Siebel Tools, navigate to the 'Audit Trail' project, and lock it.
■ Name: CSSBCAuditTrail
■ Dll: SSCABCBC
3 Copy the 'Audit Trail Item 2' Business Component to the 'Audit Trail Item 2 RO' and set NoDelete,
NoInsert, NoUpdate, and NoMerge to TRUE.
5 Add 'Audit Trail Item 2 RO' Business Component to BusObj 'Audit Trail, and and leave the link
empty.
6 In the 'Audit Trail Item List Applet 2' applet, change the Business Component from 'Audit Trail
Item 2' to 'Audit Trail Item 2 RO', and change the class to 'CSSSWEFrameList' or 'CSSFrameList'
if it is not one of these two values.
1 Set the value "Auto Mgr Calendar Access” to ‘False’ in the Application- Administration > System
Preference screen.
3 Set the ”Include Direct Reports In Owner Picklist” User Property to ‘N’ for the HI Activity Calendar
View.
1 If the target webserver to which EAI SSL data is being sent from Siebel application has a self
signed certificate installed, you must import this self signed server certificate into the mainwin
registry in Siebel Server.
2 For enabling NULL Cipher, in the mainwin registry, disable all other ciphers except the NULL
cipher.
1 Log into Siebel Tools, and expand the Business Component section.
2 Query for the 'HTIM MDF Fund Snapshot Business Component, and lock it.
3 Right-click and create a new multi-value field named 'New Used Amount 60-90 MVL'. The value
for the Multi-Value Link should be 'All Credit Txn' and the value for the field should be 'Used
Amount'.
4 Create another multi-value field named 'New Forfeiture Amount 60-90 MVL'. The value for the
Multi-Value Link should be 'All Credit Txn' and the value for the field should be 'Forfeit Amount'.
7 Change the Calculated Value to IfNull (Sum ([New Available Balance 60-90 MVL]), 0.0) - IfNull
(Sum ([New Used Amount 60-90 MVL]), 0.0) - IfNull (Sum ([New Forfeiture Amount 60-90
MVL]), 0.0)'.
1 Log into Siebel Tools and expand the Business Component section.
2 Query for the 'HTIM MDF Fund Snapshot' Business Component, and lock it.
3 Right-click and create a new multi value field with the name ‘New Used Amount 60-90 MVL’. The
value for the Multi Value Link should be ‘All Credit Txn’ and the value for the field should be ‘Used
Amount’.
4 Create another multi value field called ‘New Forfeiture Amount 60-90 MVL’ with Value Link as ‘All
Credit Txn’ and Field as ‘Forfeit Amount’.
■ Value: Created
■ BC Field (modified):
■ Name: Period
■ Properties:
■ Required: TRUE"
1 In Signal change - SetFieldValue, activate call to ISS Save CX Prod Service for mode Asset, and
change Fields to "Product Name".
2 In Asset Mgmt - Asset, disable the Business Component User Property On Field Update Invoke 2
| "Product Name", "Asset Mgmt - Asset", "SaveCxProd"
3 Change Applet User Property to Disable Buscomp Hierarchy and the value to TRUE for the Asset
Mgmt - Asset List Applet, Internal Asset Mgmt - Asset List Applet, and Asset Mgmt - Asset
Detail.Applet applets.
Note that Actuate Reports server should be installed and running before you begin.
1 Navigate to Agreements > Documents, make a note of the View name from "About View", and
copy the view name.
2 Navigate to Siebel Tools - Object Explorer > Views > PS Agreement Document View.
3 Within Siebel Tools, query for PS Agreement Document View and navigate to "View Report" (a
child of Views).
7 Navigate to Admin Document > Proposal Field Mappings and create a new Field Mapping named
"Agreement" with Service Agreement as the Business Object.
8 Add corresponding Business Components and Business Component fields as Account and
Agreement Number.
9 Navigate to Proposal Template and create a new record with the created Field Mapping and
Template.
10 Navigate to Sections and create a new section with the Section Type as Report, the Business
Object as Service Agreement, and the Report as Agreement Summary.
■ The name and version number of the Siebel application you are using
■ Your name, job title or functional area, company name, phone number, and email address
Oracle
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