Siebel Fundamentals for Siebel Open UI - Oracle Documentation
Upgrade to Siebel 8 - Oracle | Integrated Cloud … P A Leaper, Dipock Das, Jack van Dijk Subject...
Transcript of Upgrade to Siebel 8 - Oracle | Integrated Cloud … P A Leaper, Dipock Das, Jack van Dijk Subject...
Upgrade to Siebel 8马 赞
高级顾问
Copyright ©2007, Oracle. All rights reserved. Oracle Confidential
Agenda
Business• Siebel 8 New Features
Technical• The Siebel Upgrade Approach
• The Siebel Upgrade Process• Upgrading the Database• Upgrading the User Interface• Utilities, Tools and Services to Aid in Upgrade• Phased Upgrade Supported by BPEL and ESB
• Level of Effort
• Implementation Plan
Copyright ©2007, Oracle. All rights reserved. Oracle Confidential
Siebel 8 New Features
Copyright ©2007, Oracle. All rights reserved. Oracle Confidential
Strongest Investment in R&D
• 20 enhanced modules• 113 new features • 72 enhancements• 9,000 person days invested• More than 3 million lines of code
Siebel 8Siebel 8
Copyright ©2007, Oracle. All rights reserved. Oracle Confidential
New & Enhanced Siebel 8 FeaturesSales
–Improved global accounts UI–Enhanced forecasting–Enhanced reporting and search
Marketing–Enhanced lead management–Enhanced email & Web marketing–Enhanced campaign & dialogue mgmt.
Self-Service–Improved registration & user management–Enhanced service request management–Comprehensive knowledge management
Loyalty–Enhanced accrual management–Improved employee-corporate joint rewards–Enhanced partner management
E-Commerce–Context-aware navigation–Centralized sales product catalog &
comprehensive knowledge management–Integration with Real Time Decisioning Partner Relationship Management–Deal registration–Special pricing authorization–Enhanced partner visibility
Customer Order Management–Product configurator sequencing–Dynamic pricing enablement–Comprehensive deal managementCommunications, Media & Energy–Location-based product eligibility–New guided flows for service activation–Enhanced billing preferences flexibilityFinancial Services–New product group visibilityLife Sciences–Enhanced sample compliance & accountability–Personalized Content Delivery (PCD)Public Sector–Enhanced self-service forms administration–Improved verification templates–Enhanced benefits managementCross-Application–New BI Publisher–Enhanced data management & data quality–Improved & highly integrated Chat feature–Increased language support for WW deployments
(official language packs for Polish & Russian)
Note: This is a partial list of new and enhanced Siebel 8 features
Copyright ©2007, Oracle. All rights reserved. Oracle Confidential
ExceptionalUsability
SuperiorOwnershipExperience
Exceptional Responsiveness
• Flexible, Complex Tasks• Fully-integrated Enterprise
Search
• Business Process Agility• Real Time Intelligence
• Choice of Deployment Options• Management of deployment • Systems management
diagnostics • Open, SOA-based CRM
Key design points of Siebel 8 Consistent focus on Quality and Value
Superior Ownership Experience
Copyright ©2007, Oracle. All rights reserved. Oracle Confidential
Siebel 8 Applications Technical Enhancements
• Usability
– Task Based User interface, Google-like Search, Audit, Performance
• Development
– Task based UI, Rules engine, ECMA compliant Java Scripting, Test Automation and Test Express
• Deployment
– Platform, Package, Deploy, Activate, Recover, Multi-server installation, Multi-server Quick Fixes & Fix Packs installation
• Operation
– Dynamic parameter configuration, Operational Diagnostics, Multi-lingual upgrade & 390 in place upgrade, Simplified Exchange Integration for SMB
Copyright ©2007, Oracle. All rights reserved. Oracle Confidential
Making CRM easy to useSiebel 8 Task-Based User Interface
• Screens Guide users through a task
– Rich declarative-based logic• Decision logic, Branching,
Validation• Integration to external data or
logic• Pause Tasks, Long lived Tasks• Managed units of work
– Efficient data management• Data not committed until task is
complete• Task must complete
successfully or be completely rolled back
– Available for mobile or connected users
Copyright ©2007, Oracle. All rights reserved. Oracle Confidential
Task Pane shows the series of
steps that are required to complete
a task
Task Pane shows the series of
steps that are required to complete
a task
The applets you design are focussed to show or capture only the essential information that you need to complete the
task. Mandatory fields are highlighted.
The applets you design are focussed to show or capture only the essential information that you need to complete the
task. Mandatory fields are highlighted.
Users can step through
the task using a
simple set of buttons
Users can step through
the task using a
simple set of buttons
Copyright ©2007, Oracle. All rights reserved. Oracle Confidential
Increasing User effectivenessSiebel 8 Search and Query
• Enhanced “Google-like” Search– SOA based integration with FAST
and Oracle SES engines– SOA infrastructure allows other
Search engines to be “plugged in”with ease
– Visibility rules applied to search criteria so users only see results that they are entitled to see
• Case/accent-insensitive Queries– Enter query without case sensitivity– John Smith, john smith, John smith
Copyright ©2007, Oracle. All rights reserved. Oracle Confidential
Making CRM accessible everywhere Siebel 8 Enhancements for Mobile Users
• Greater Support– Windows Mobile 5– Ink controls and field formatting on
Tablet PC• Improved performance
– Improved sync performance with adaptive routing
– Increased the transaction logging limit
• Enhanced Manageability– Move mobile users between
servers without re-extraction– Partitioned file systems– Allow replay of skipped
transactions• Enhancement Security
– Allow replication of Encrypted fields
– Full Audit trail support
Copyright ©2007, Oracle. All rights reserved. Oracle Confidential
Making CRM accessible everywhere Siebel 8 Enhancements for Handheld & Wireless Users
• Greater Support– Nokia Series 40 and 60 Browsers– Openwave Mobile 6.1 and above– MS PocketPC 2003 & Windows
Mobile 5• Improved Usability
– Threadbar, multi-column UI, icon links, context information in header, better layout
• Improved Synchronisation– Security Enhancements– Attachment Support– Batch Sync Support– Version Independent Sync
• Extended Configuration capabilities– Easy to integrate with any 3rd
party product e.g. MAPI and email
Copyright ©2007, Oracle. All rights reserved. Oracle Confidential
Leveraging the DesktopSiebel 8 Office Integration
• Microsoft Outlook– Siebel Server Sync for Exchange
Server– Siebel Client Sync
• Microsoft Word– Document Generation– Proposal Generation– Correspondence
• Microsoft Excel– Report Generation & Analysis– Siebel Analytics Reports
• Microsoft Sharepoint– Service based collaboration
Copyright ©2007, Oracle. All rights reserved. Oracle Confidential
Leveraging the DesktopSiebel 8 Office Enhancements
• Microsoft Outlook (Email)– Associate calendar items with CRM entities
(Contacts, Accounts, Opportunities, Service Requests)
– Customization framework available for additional CRM objects
– Available for both Mobile and Connected users
• Microsoft Word and Microsoft Excel– Word users can access Siebel data through
WS– Excel users can access Siebel data and
Analyze– Siebel Toolbar plug-in added to Word and
Excel• Microsoft Sharepoint (Collaboration)
– Presence Indication - Integration with LCS– Support for Windows Sharepoint Services– Better Team Site Support
• Increased Coverage for Additional CRM Objects• Auto archival of Team sites (Rule-based configuration
for archival)
Siebel 8.0 CRM OnDemand
Web services
Copyright ©2007, Oracle. All rights reserved. Oracle Confidential
Superior Ownership Experience
Copyright ©2007, Oracle. All rights reserved. Oracle Confidential
Siebel 8 Applications Technical Enhancements
• Usability
– Task Based User interface, Google-like Search, Audit, Performance
• Development
– Task based UI, Rules engine, ECMA compliant Java Scripting, Test Automation and Test Express
• Deployment
– Platform, Package, Deploy, Activate, Recover, Multi-server installation, Multi-server Quick Fixes & Fix Packs installation
• Operation
– Dynamic parameter configuration, Operational Diagnostics, Multi-lingual upgrade & 390 in place upgrade, Simplified Exchange Integration for SMB
Copyright ©2007, Oracle. All rights reserved. Oracle Confidential
11 Years of metadata based developmentProven to minimize time, risk, configuration costs
• One development environment• Rapid learning curve• Metadata abstracts user from having to
know HTML, SQL• No modification of SQL or source code• Team-based distributed development
• UI Components• Internal Objects• Database Schema• Integration Objects
•All Application Objects
RepositorySiebel Tools
Application Execution
Business Object Business Object and Servicesand Services
User InterfaceUser Interface
Opportunity
Activity ProductContact
Data ObjectsData Objects EAIEAI
SiebelSiebel
External Data Sources
Other Applications
Copyright ©2007, Oracle. All rights reserved. Oracle Confidential
Designing Process flows in metadataDriving down the cost of development and operation
• Reduced Configuration costs – Drag and drop designer enables
rapid process definition and task change
– Task flows defined as meta data– No scripting required
• Reduced downtime – Changes are pushed to runtime
environment with no downtime• Reduced upgrade costs
– Replaces scripts with declarative flows
• Faster and cheaper to change– Business more responsive to
changing requirements
Copyright ©2007, Oracle. All rights reserved. Oracle Confidential
Writing business logic is costlyTraditional approaches fail
• Business Rules to Code barrier– Operational rules are expressed
in many formats with many sources
– Understood by business user• Business Logic fails
– Typically encoded in compiled logic – breakdown between user and developer
– Cannot be changed easily– Costly to change
• IT project failures– 30% IT projects cancelled– 52% will cost 189% of their
original estimates (Standish Group)
Copyright ©2007, Oracle. All rights reserved. Oracle Confidential
Declarative approach to business rulesSiebel 8 Business Rules
• Natural Language– Easily understood by business user– Can be authored by business user
• Declarative– Metadata based means that the
rules are easy to change and easy to update
– Replaces traditional script with efficient rules making the business logic easy to upgrade
Script Implementation
Rules implementation
Copyright ©2007, Oracle. All rights reserved. Oracle Confidential
Runtime deployment model
• Uses HaleyAuthority as the authoring tool for rules. Natural English language.• HaleyAuthority Imports Siebel metadata definitions• HaleyAuthority generates code and associates with Siebel Application server• Haley Inference engine for runtime integration with Siebel
Object definition
Siebel Repository
Infe
renc
e En
gine
Deploy
EAIEAI
Siebel Application Server
Business Business Logic Logic LayerLayer
Data LayerData Layer
ProxyProxyServiceService
UI LayerUI Layer
Copyright ©2007, Oracle. All rights reserved. Oracle Confidential
fix
Improving developer ProductivityCutting Code to test time with Siebel 8 “Fix and Go”
• New “Fix and Go”– Developer can make changes to script
without having to compile– Developer does not have to shut down
or restart the client– Changes take effect immediately in the
Siebel client • Benefits
– Joint work with IBM identified a 3 hour per day per developer saving in time
– At today’s rates that’s about $600 per developer per day
View in client
Copyright ©2007, Oracle. All rights reserved. Oracle Confidential
Investing in QualityDriving down the cost of Testing
• Siebel 8 Test Automation– Improves test coverage and ensures all
tests are executed– Cuts testing costs, less resource intensive– Drive continuous quality improvement
through frequent testing by development and QA organisations
– Works with all Siebel client types
• Reduced Cost of Script maintenance– Pre-built scripts cut authoring time– Integration between test product and
Siebel Repository cut Script maintenance time
• Integration with Leading Products– Compuware QACenter– Empirix eLoad– IBM Rational Functional Tester– HP Mercury TestSuite
Superior Ownership Experience
Copyright ©2007, Oracle. All rights reserved. Oracle Confidential
Siebel 8 Applications Technical Enhancements
• Usability
– Task Based User interface, Google-like Search, Audit, Performance
• Development
– Task based UI, Rules engine, ECMA compliant Java Scripting, Test Automation and Test Express
• Deployment
– Platform, Package, Deploy, Activate, Recover, Multi-server installation, Multi-server Quick Fixes & Fix Packs installation
• Operation
– Dynamic parameter configuration, Operational Diagnostics, Multi-lingual upgrade & 390 in place upgrade, Simplified Exchange Integration for SMB
Copyright ©2007, Oracle. All rights reserved. Oracle Confidential
Continued Commitment to ChoiceSiebel 8 Supported Platforms
• Database Management System– IBM DB2 UDB ESE 8.2/9– IBM DB2 for z/OS 8– IBM DB2 Connect 8.2/9– MS SQL Server 2005– Oracle 10g R2 Enterprise Server
• Siebel Enterprise Server OS– MS 2003 Server (IA32) R2 – HP-UX 11i 11.23 IPF– IBM AIX 5L 5.3 – Sun Solaris 10 (32 and 64 bit) – Red Hat Enterprise Linux 4.0 on IA32– SuSe Linux 9.0 on IA32– Solaris 10/x86 (web tier only)
• J2EE App Servers– IBM WebSphere Application Server 6.0 – BEA WebLogic Application Server 9.0– Oracle 10.1.3 SOA
• Web Server– HP Apache Web Server Suite 2.0.3– IBM HTTP Server 2.0 on AIX 5.3– Microsoft IIS 6.0– SuSe Apache Web Server 2.0 – Red Hat Strong Hold Web Server 2.0 – Sun ONE Web Server EE 6.1 SP 4
(SPARC & IA32)– Oracle HTTP 1.4 Web Server
• High Interactive Client – IE 6.0 browser – IE 7.0 browser– Tested on Windows 2000 SP 4, Windows
XP Professional SP2,Windows XP Tablet PC Edition
• Standard Interactive Client – Any browser compliant with HTTP 1.1,
HTML 4.0, JavaScript 4.1 – Tested on Win2003, Windows XP, Solaris
10, Macintosh OS X 10.3, SuSe Linux SuSe
New platforms or versions are in RED
Copyright ©2007, Oracle. All rights reserved. Oracle Confidential
Delivering more choice in deploymentSiebel 8 commitment to driving down costs
• Committed to Linux• 2 year development• Available on
– Redhat 4– SUSE 9
• All tiers supported– Standard Interactive
Client– Web Server– Application Server– Database Server
Copyright ©2007, Oracle. All rights reserved. Oracle Confidential
Continued Heterogeneous SupportIBM and Microsoft Environments
• Updated support for – IBM DB2/UDB and DB2/zSeries– Microsoft SQL Server– IBM Websphere Application Server – IBM Websphere Portal Server
• Upcoming support (in testing right now)– Microsoft IE7 (Siebel 7.5/7.7/7.8/8)– Microsoft Vista– Microsoft Office 12
Copyright ©2007, Oracle. All rights reserved. Oracle Confidential
Cutting the cost of Deployment Siebel 8 ADM
• Application Deployment Management– the business process to manage the task of moving
development to production– Closes the loop for Siebel Application management
• Many customers have built their own deployment tools– Costly to build and maintain– Based on our initial research, this involved teams of up to 5 FTE
RecoverBackup and Restore for all items affected on target system
PackageCreate deployment packages from database and repository objects
Deploy ActivateValidation registry, profile, package and target systemonline activation, staged server deployment
By category, server, step,Cancel, restart, status and history
Superior Ownership Experience
Copyright ©2007, Oracle. All rights reserved. Oracle Confidential
Siebel 8 Applications Technical Enhancements
• Usability
– Task Based User interface, Google-like Search, Audit, Performance
• Development
– Task based UI, Rules engine, ECMA compliant Java Scripting, Test Automation and Test Express
• Deployment
– Platform, Package, Deploy, Activate, Recover, Multi-server installation, Multi-server Quick Fixes & Fix Packs installation
• Operation
– Dynamic parameter configuration, Operational Diagnostics, Multi-lingual upgrade & 390 in place upgrade, Simplified Exchange Integration for SMB
Copyright ©2007, Oracle. All rights reserved. Oracle Confidential
Faster incident resolutionEngineered into Oracle Siebel CRM
• Precise Instrumentation– ARM 2.0 instrumentation
standard – Embedded diagnostic
infrastructures within Siebel CRM Applications
• End-to-end tracing– application tracing and activity
correlation across technology boundaries
• Automated fault context collection
– Flight Data recorder (FDR) captures data at point of failure
Copyright ©2007, Oracle. All rights reserved. Oracle Confidential
Faster Incident Resolution Siebel 8 Diagnostics
• Server Performance– access to Response time, CPU
usage and memory data for selected server components
• User Performance– access various server performance
data for requests that were initiated by a specific user
• Event Log Analysis– diagnose and identify cause of a
user session problem– access user session data – log and
error details for specific user sessions.
Copyright ©2007, Oracle. All rights reserved. Oracle Confidential
Service Oriented ArchitectureSiebel 8 SOA enabled business logic
Excel & MS Word Mail merge (Web, Mobile Client)(Email) Outlook Integration
Microsoft OfficeMicrosoft Office
Partner Registration, Locator, AlertPartnersPartnersCase Serialization & Status MgmtPublic SectorPublic SectorPromotional Compliance, Customer Interaction MonitorLife SciencesLife Sciences
Create, Read, Update, Delete Service RequestsAsset, Warranty Registration, Entitlement Checks, Self-Scheduling, Activity Planning
ServiceService
Search & Select from Product Catalogue, with item configuration, pricing, promotionsAsset-Based Orders management (item configuration, pricing, promotions)
Order Order CaptureCapture
Offer page displayEvent registration & management
MarketingMarketing
Copyright ©2007, Oracle. All rights reserved. Oracle Confidential
Service Oriented ArchitectureInfrastructure Enhancements for SOA
• Session Multiplexing for Web Services– reduce Memory consumption in the server– Ideal for Batch based web service transactions
• Access Control on Web Services – Standard Access control pattern
• The position and responsibility of the user determines the access the user has to Web Services
• Access control also constrains data retrieved by the Web Service• Full Audit on Web services
• Large file attachment support– Stream processing of large file attachments as well as large XML
documents used in web service runtime to greatly reduce the memory consumption
Copyright ©2007, Oracle. All rights reserved. Oracle Confidential
Service Oriented Architecture Siebel infrastructure and tooling enhancements
• Web Service Wizard– Prior to Siebel 8, this was a two-step, clunky process– Makes web service creation based on BS/WF easier by combining
everything in one step• Property set hierarchy input/output support
– for BS/WF based web services– New converter service methods to support property set to Integration
Object Hierarchy conversion and vice versa • Integration Object Definition Wizard
– Takes an IO as a skeleton and completes the definition (e.g. adding xml tags, ordering, etc.) to be used for describing property sets
Copyright ©2007, Oracle. All rights reserved. Oracle Confidential
The Siebel Upgrade Approach
Copyright ©2007, Oracle. All rights reserved. Oracle Confidential
The Siebel Upgrade Approach
• Merge all existing Siebel customers configuration changes with new functions and features:
– Reports any conflicts in an easy to address, managed process– Merges at a component attribute level enabling full transparency across
old and new capabilities• Upgrades Siebel configurations to provide support for new
technologies and infrastructures:– Win32 application user interfaces to web compatible– Business functionality to Web Services Enablement– Mobile device support
• Supports multiple releases - upgrade from any version to the current
• Used for enhancing the Siebel infrastructure with minimum downtime to business
• Customer proven since 1997
Copyright ©2007, Oracle. All rights reserved. Oracle Confidential
Siebel Upgrade
• The Siebel Upgrade Process• Upgrading the Database• Upgrading the User Interface• Utilities, Tools and Services to Aid in Upgrade
Copyright ©2007, Oracle. All rights reserved. Oracle Confidential
Siebel Upgrade – Market Leading Capabilities
Upgrade DataUpgrade Data Upgrade ConfigurationUpgrade Configuration Upgrade PlatformUpgrade Platform
• Migrates customer data to new schema
• Merge configuration changes with new functions/features
• Automated adaptation of client to support new platform
Siebel 6.xSiebel 6.x
Siebel 7.7/8Siebel 7.7/8
• Migrates Data, Configuration, and Client Platform
Copyright ©2007, Oracle. All rights reserved. Oracle Confidential
Siebel Database Upgrade Wizard
• Automatically migrates customers existing data
• Performs:– Schema/Data upgrade– Repository import and
preparation– Seed data import
• Wizard interface enables data upgrade to be:
– Less error-prone– Re-startable– Customized for your upgrade
path and database platform
Copyright ©2007, Oracle. All rights reserved. Oracle Confidential
Siebel Application Upgrade
• Preserves prior customization investments• Automated upgrade process
– Migrates customizations– Supports multiple releases– Proven through thousands of upgrades
• Patented Siebel only Technology
Copyright ©2007, Oracle. All rights reserved. Oracle Confidential
What is the Upgrade Process?Upgrade the Upgrade the InfrastructureInfrastructure
PrePre--UpgradeUpgradeTasksTasks
UpgradeUpgradeTasksTasks
Post UpgradePost UpgradeTasksTasks
Install SiebelInstall SiebelSoftwareSoftware
Upgrade 3rdUpgrade 3rdParty Party
SoftwareSoftware
UpgradeUpgradeRDBMSRDBMS
Prepare Prepare ApplicationApplication
DataData
UpgradedUpgradedDatabaseDatabase
Prepare for Prepare for Repository Repository
MergeMerge
Merge Merge RepositoryRepository
Migrate to Migrate to WebWebClientClient
Upgrade Upgrade Custom DBCustom DB
SchemaSchema
Set upSet upEnvironmentEnvironment
Application Application Administration Administration
TasksTasks
ApplicationApplicationConfigurationConfiguration
TasksTasks
Test theTest theSystemSystem
Development Env Only
Development Env Only
6.xDevelopmentEnv Only
Copyright ©2007, Oracle. All rights reserved. Oracle Confidential
Siebel Upgrade
• The Siebel Upgrade Process• Upgrading the Database• Upgrading the User Interface• Utilities, Tools and Services to Aid in Upgrade
Copyright ©2007, Oracle. All rights reserved. Oracle Confidential
Improved Database Upgrade Performance
• A set of build time and run time components which allow for definition, configuration and deployment of upgrades from prior Siebel Releases to the currently installed Siebel Release ( includes Support for Development and Production Upgrades)
• Support for Integration external callable programs
Database Config UtilityUpgrade
Wizard
HQ Database
Master/DriverFiles
SQL Generator
Supporting Files
Log Parse
Upgrade Tuner
Logs
Assembler
Run Time Build Time
SQL
Copyright ©2007, Oracle. All rights reserved. Oracle Confidential
Improved Database Upgrade Perf (cont)
• Run time generation of upgrade scripts with SQL Generator– Improved quality of bug fixing– In-line translation of scripts for other supported languages– Support Unicode to Unicode upgrades– Simplify the build-time process of generating all types of scripts for
DB2/390
Copyright ©2007, Oracle. All rights reserved. Oracle Confidential
Database Upgrade Tuner
• Function– Facilitate customer tuning production upgrade scripts– User Interface to run table/index creation in parallel and switch off zero-
row SQL• Installation Considerations
– Installed automatically with Siebel Tools (under \Siebel_Root\Tools\bin) and Siebel Server (under \Siebel_Root\Siebsrvr\bin) for Windows
• Prerequisite Steps– Must have run Log Parser prior to launching the Upgrade Tuner
• Usage of the Utility– Launch “upgtuner.exe” under \Siebel_Root\Tools\bin or
\Siebel_Root\Siebsrvr\bin
Copyright ©2007, Oracle. All rights reserved. Oracle Confidential
Database Upgrade Tuner (2)Parallelize Table Creation Parallelize Table Creation and Index Creationand Index Creation
Deactivate Certain ZeroDeactivate Certain Zero--Row SQL StatementsRow SQL Statements
Copyright ©2007, Oracle. All rights reserved. Oracle Confidential
Database Configuration Utility – New features in 8.0
• Multilingual validation:– Check for presence of installed language packs (for each language present in database) to
ensure all languages are upgraded – Compares languages deployed in database (by checking S_LST_OF_VAL table) against
software language packs installed• Surplus language packs found will only result in warning but configuration
will not continue if language packs are missing:
– For customers who have deployed unshipped languages (e.g. Austrian), there is option of bypassing above validation by using dbsrvr_lang.scm instead of dbsrvr.scm when running DB Config.
– This would upgrade all languages found in both above sets– Final set of languages to be upgraded will be stored in “Repeat for Language” variable
Copyright ©2007, Oracle. All rights reserved. Oracle Confidential
Siebel Upgrade
• The Siebel Upgrade Process• Upgrading the Database• Upgrading the User Interface• Utilities, Tools and Services to Aid in Upgrade
Copyright ©2007, Oracle. All rights reserved. Oracle Confidential
Preserve Custom Layout Usage
• Merge Options page (Advanced button) from Siebel Tools
Copyright ©2007, Oracle. All rights reserved. Oracle Confidential
Preserve Custom Layout Implementation Detail
• PCL Attribute in Web Client Migration wizard
Copyright ©2007, Oracle. All rights reserved. Oracle Confidential
Prior CustomLayout
Prior CustomLayout
NewStandardLayout
NewStandardLayout
Without Preserve Custom Layout Feature
Without Preserve Custom Layout Feature
With Preserve Custom Layout Feature
With Preserve Custom Layout Feature
NewCustom Layout
NewCustom Layout
Siebel Changes Merged with Siebel Changes Merged with Customer ChangesCustomer Changes
Siebel Changes Siebel Changes NOTNOT Merged Merged with Customer Changeswith Customer Changes
PCL Allows Customers to Keep Preferred UI Layouts
Copyright ©2007, Oracle. All rights reserved. Oracle Confidential
Siebel Upgrade
• The Siebel Upgrade Process• Upgrading the Database• Upgrading the User Interface• Utilities, Tools and Services to Aid in Upgrade
Copyright ©2007, Oracle. All rights reserved. Oracle Confidential
Utilities, Tools and Services to Aid in Upgrade
• Multilingual support in Upgrade Wizard• Log Parser Utility
– Produces a summary for all processes and displays process name, description, time, input parameters, errors/summary, performance info for SQL and DDL
• Script Checker Utility– Facilitates migration of scripts– Tool to assist Siebel 6.x customers with migrating their scripts to Siebel 7.x– Outputs all scripts in the repository to text or HTML– Produces a summary report on each script and identifies items for review (MsgBox,
Obsolete Methods, etc.)
• Application Deployment Manager– Automated runtime migration of application customizations to Staging or Production
Environments
• Global Services offerings
Copyright ©2007, Oracle. All rights reserved. Oracle Confidential
Upgrade Wizard – Multilingual upgrade support in Siebel 8
• Addition of new variables• IsENUInstalled: DB Config screen prompting customers who
select non-ENU as their primary whether ENU language is deployed in the database
– There are residual ENU system records in S_LST_OF_VAL, so this needs to be prompted (except when user selects ENU as primary)
• $RepeatForLanguage: Master file variable populated by DB config process that stores a comma-delimited list of languages found in customer environment that can be upgraded
• $SecondaryLanguage: System variable used in the driver for steps which need to be run for each language that needs to be upgraded e.g. seed import, repository import, upg_data_afterseed_sia.sql
– This variable is not populated in the master file by DB config and is used to iterate through the list of languages stored in $RepeatForLanguage
Copyright ©2007, Oracle. All rights reserved. Oracle Confidential
Upgrade Wizard – Upgrade History support in Siebel 8• S_INST_UPG_HIST table- stores timeline of deployment related
processes that were run by customer (for TS/ES/PS use)• Attributes stored:
– FileActivity name (e.g. upgrep_dev_704, install)– Activity timestamp– Primary lang installed – Additional langs (used in multilingual upgrade)– Target version (used for upgrades)– Unicode value– Comment
• Processes that store history: – upgrade (upgrep/upgphys)– install/add language– imprep/imprep lang, – dev2prod/ddlsync, – mlov translate, utc
Copyright ©2007, Oracle. All rights reserved. Oracle Confidential
Log Parser Output (1)
• All upgrade log files saved under the same directory• Summary of log files, error summary/detail, and performance info
in an HTML interface
Copyright ©2007, Oracle. All rights reserved. Oracle Confidential
Log Parser Output (2)
• Summary of log files, error summary/detail, and performance infoin an HTML interface
Copyright ©2007, Oracle. All rights reserved. Oracle Confidential
Log Parser Output (3)
• Summary of log files, error summary/detail, and performance infoin an HTML interface
Copyright ©2007, Oracle. All rights reserved. Oracle Confidential
Script Checker Utility
• Output used to identify script migration problems– HTML interface– Obsolete.html identifies obsolete methods and objects– Summarizes Objects that must be migrated
Copyright ©2007, Oracle. All rights reserved. Oracle Confidential
Script Checker Utility (Continued)
• Output used to identify script migration problems–HTML interface–Scripts.html identifies Obsolete Objects and Methods are
highlighted
Copyright ©2007, Oracle. All rights reserved. Oracle Confidential
Application Deployment Manager
• Migrates application data between environments• Supports the following data:
– Assignment Rules– LOVs– PDQs– Expense Types– Product Features– Product Lines– Responsibilities– Views– State Models– User Lists– Positions– Organizations– Users
• Uses EAI capabilities to migrate data between environments
Copyright ©2007, Oracle. All rights reserved. Oracle Confidential
Phase 1 –Backup
• Copy the Siebel 7.x production database
Status: Live Siebel 7.x
Backup
11 22 33 44 55
Siebel 7.x Siebel 7.x InstanceInstance
Siebel 7.xSiebel 7.xDatabaseDatabase
Object ManagerObject Manager
Siebel 8 InstanceSiebel 8 Instance
Siebel 8Siebel 8DatabaseDatabase
Object ManagerObject Manager
Copyright ©2007, Oracle. All rights reserved. Oracle Confidential
Phase 2 - System Upgrade
• Start the upgrade to Siebel 8 with the copy• Continue to maintain a Live Siebel 7.x environment and activate capturing
the “delta” transactions
Status: Live Siebel 8
Upgrade
DeltaDelta
11 22 33 44 55
Siebel 7.x Siebel 7.x InstanceInstance
Siebel 7.xSiebel 7.xDatabaseDatabase
Object ManagerObject Manager
Siebel 8 InstanceSiebel 8 Instance
Siebel 8Siebel 8DatabaseDatabase
Object ManagerObject Manager
Copyright ©2007, Oracle. All rights reserved. Oracle Confidential
Phase 3 - Delta Migration
Migrate Delta
Status: Live Siebel 7.x
Object ManagerObject Manager
11 22 33 44 55
DeltaDelta
Siebel 8 InstanceSiebel 8 Instance
Siebel 8Siebel 8DatabaseDatabase
Object ManagerObject Manager
Siebel 7.x Siebel 7.x InstanceInstance
Siebel 7.xSiebel 7.xDatabaseDatabase
Object ManagerObject Manager
• Migrate the “delta” transactions from Siebel 7.x to Siebel 8 via GoldenGate techniques in a batch synchronization step
• Ensure that all interfaces are migrated and both systems are ready for phased migration
Copyright ©2007, Oracle. All rights reserved. Oracle Confidential
Phase 4 – Concurrent Operations
• Start Siebel 7.x and Siebel 8 systems connected via GoldenGate• Synchronize all user transactions from one system to the other using SOA
framework
Status: Live 7.x and 8
Bi-directional Data Synchronization
Phased batches of users to new Siebel 8
11 22 33 44 55
Siebel 7.x Siebel 7.x InstanceInstance
Siebel 7.xSiebel 7.xDatabaseDatabase
Object ManagerObject Manager
Siebel 8 InstanceSiebel 8 Instance
Siebel 8Siebel 8DatabaseDatabase
Object ManagerObject Manager
Copyright ©2007, Oracle. All rights reserved. Oracle Confidential
Phase 5 – Retire Siebel 7.xStatus: Live Siebel 8
• Ensure that all users are migrated• Phased upgrade is complete, retire the Siebel
7.x system
11 22 33 44 55
Siebel 8 InstanceSiebel 8 Instance
Siebel 8Siebel 8DatabaseDatabase
Object ManagerObject Manager
Copyright ©2007, Oracle. All rights reserved. Oracle Confidential
Phased Upgrade Supported by GoldenGate
• GoldenGate Software's real-time, logical replication technology enables high availability solutions that improve uptime for applications and databases, beyond what traditional data replication and backup technologies provide
• Additional Information:
Siebel 8Siebel 8Siebel Siebel 7.x7.x
Adobe Acrobat Document
Copyright ©2007, Oracle. All rights reserved. Oracle Confidential
Level of Effort
Copyright ©2007, Oracle. All rights reserved. Oracle Confidential
Introduction to Siebel 8 Upgrade Timelines
• The level of effort needed to upgrade to Siebel 8 will vary according to the unique characteristics of each customer’s implementation.
• Oracle can provide approximate guidelines for upgrade time and effort by categorizing an implementation into one of several complexity categories.
• We can also refer to other customer’s upgrade experiences to provide a benchmark on how long a similar upgrade might take.
• A number of factors can affect the amount of time required for an upgrade.
• A thorough upgrade assessment is the only way to determine an accurate level of effort.
Copyright ©2007, Oracle. All rights reserved. Oracle Confidential
Complexity Categories - Background
• Scripting and number of interfaces were the primary considerations used to classify customer’s into one of several complexity categories.
• Even with the complexity categories a large number of factors exist that can greatly increase the length of time needed to upgrade.
Copyright ©2007, Oracle. All rights reserved. Oracle Confidential
Complexity Categories - Defined
Complexity Module Integration ScriptsBasic Horizontal application,
end user onlyReal time: 0Interfaces: <= 3
Total scripts <= 10UI: 0
Moderate Horizontal or vertical, customer with simple UI branding
Real time: 2 – 5Interfaces 3 – 10
Total scripts 10 – 50UI: 1 - 10
Complex Horizontal or vertical, end user and customer
Real time: 5 – 10Interfaces 10 – 30
Total scripts: 50 – 100UI: 10 - 30
Extreme Horizontal or vertical, end user or customer with•Highly customized schema•Specialized migration ISS, mobile, eAuction•Horizontal to vertical•Near zero downtime
Real time: 10+Interfaces: 30+
Total scripts: 100+UI: 30+
Copyright ©2007, Oracle. All rights reserved. Oracle Confidential
Factors Influencing the Siebel 8 Upgrade LOE
• A thorough upgrade assessment is the only accurate way to identify all the relevant factors and determine their impact to the upgrade project.
• A list of some of the factors that can influence your upgrade LOE in the following 4 slides. Your environment might include other factors not listed.
Copyright ©2007, Oracle. All rights reserved. Oracle Confidential
Factors Influencing Your Siebel 8 Upgrade LOE - 1
• Personnel– Need detailed knowledge of the existing application, Siebel 8 upgrade experience,
etc.– Having someone experienced in upgrades can help you save time.
• Size of implementation– Includes number of applications, views, applets, buscomps, workflows, etc. – May require more manual work and will require more testing
• Scripts– Applies to 6.x only
• Run script analyzer to determine how many items need to be changed.• Some script conversions are very easy and mechanical in nature.• Heavy desktop integration with other applications will require more time to the
upgrade.– Applies to all versions scripting
• Strong Typed scripting upgrade
• Integration Points– Represent items that may require some rework. E.g. User key changes in EIM. All
interfaces will have to be tested.
• Reports– Change from Actuate to BI Publisher
Copyright ©2007, Oracle. All rights reserved. Oracle Confidential
Factors Influencing Your Siebel 8 Upgrade LOE – 2
• Specialized Modules– Certain Siebel modules such as Order Management and Remote may
require more effort.• Criticality of Siebel to Business
– Businesses depending on Siebel to run critical aspects of their business will require more time to ensure a smooth upgrade no loss of service.
– Might require a phased upgrade or high availability upgrade approach that will increase upgrade effort and cost.
• Downtime Window and Data Volumes– Large data volumes and limited downtime windows may require extra
tuning effort.
Copyright ©2007, Oracle. All rights reserved. Oracle Confidential
Factors Influencing Your Siebel 8 Upgrade LOE – 3
• Corporate Culture and Organization– Certain companies are much faster at getting things done. – Will decisions require many meetings that have to be scheduled?– Will getting the help of a DBA require long lead times, etc?
• Implementing New Siebel 8 Features– Re-implementing certain features instead of upgrading them can in certain
cases cut time from the upgrade.– Re-implementing every possible new features can also add time. E.g.
replacing 100 complex 7.0/7.5 eScripts with the Data Validation Engine instead of simply upgrading the scripts will require extra time.
• Upgrade Team Organization and Management– Some team structures are much better than others.– Organizing team into silos can add a lot of time to your project.– Organize team so there is minimal contention for Tools projects.
Copyright ©2007, Oracle. All rights reserved. Oracle Confidential
Factors Influencing Your Siebel 8 Upgrade LOE – 4
• Adding New Features as Part of Upgrade Project– Making enhancements to your Siebel implementation during the upgrade
project will add more LOE.• Business Process Re-Engineering
– Doing a BPR exercise as part of the upgrade will add more time.• Global Deployments
– Multiple languages, Unicode migrations and other aspects of global migrations take extra time.
• Changing Siebel Products– Migrations between SEA and SIA will require more time than upgrades
within the same application.• Other
– You may have other factors not listed here that you must consider to accurately estimate your LOE
Copyright ©2007, Oracle. All rights reserved. Oracle Confidential
How Long Do the Steps Take - 1?
• Automated steps such as upgrep, merge, upgphys, and web client migration are not normally major contributors to LOE
– These steps are very fast in many cases. – Dev example upgrep 2 hours, merge 4 hours, upgphys 2 hours.– Production upgrep and upgphys can take more effort if tuning is required.
• Merge conflict resolution– Over 95% of the conflicts can easily be resolved in less than 1 day if done
correctly.– Process conflicts by attribute and “subtype”, Siebel object type expert and
current application expert sit together.– Some conflicts will require research and/or Tools change. E.g. User
property you can’t resolve since you need both custom and standard
Copyright ©2007, Oracle. All rights reserved. Oracle Confidential
How Long Do the Steps Take - 2?
• UI Migration– 6.x migration is automated but still requires manual work
• Extra work is required when 6.x form applets have many group boxes• Extra work is required when 6.x form applets are configured with very
condensed fields packed closely together• If out-of-the-box form applets modified extensively instead of copied
then applet mangling will occur– Can require almost no work if you make a copy before the upgrade
instead of manually fixing. • Extra work required for list applets with > 40 list columns
– 7.x/8.x can benefit from ICL that will keep look and feel and avoid applet rework.
• 6.x Script Migration– Varies depending on what scripts do – Run script checker.– Take “mechanical” approach to migrate majority of scripts and then deal
with exceptions. – These exceptions could take days or weeks to deal with depending on
number and complexity.
Copyright ©2007, Oracle. All rights reserved. Oracle Confidential
How Long Do the Steps Take - 3?
• Interfaces– 6.x EIM user key changes and party data model will require LOE– Testing all interfaces required for all upgrades
• Testing and fixing– By far the biggest LOE on most upgrade projects, especially 6.x upgrades
to 8• Don’t Overlook These
– End-user training– Change management– Hardware/software installation
Copyright ©2007, Oracle. All rights reserved. Oracle Confidential
Don’t Overlook These Items
• Business Process changes in the your environment• Hardware Upgrades• Third Party Software Upgrades (refer to System Requirements
and Supported Platform document)• Development and Testing infrastructure• Change Management• Education• Integration• Upgrade Path:
– Direct upgrades from Siebel 6.x to releases after Siebel 7.7 are not supported, except where noted. You must first upgrade from Siebel 6.x to Siebel 7.7.
Copyright ©2007, Oracle. All rights reserved. Oracle Confidential
Implementation Plan
Copyright ©2007, Oracle. All rights reserved. Oracle Confidential
Implementation Plan Case Study – Moderate
• Environment– Siebel Sales v7.x– 200 Global Users
• Upgrade Team– 4 consulting resources
• 3 Upgrade Specialists (Configuration/Integration/Report)• 1 Technical Architect
– 15 weeks• Migration Tools
– Facilitation of 98% of the existing UI– Facilitation of 100% of data and scripting
• Education– Delivered 2 hour sessions to train users in new navigation– Use of Onsite training and net-meeting
Copyright ©2007, Oracle. All rights reserved. Oracle Confidential
Implementation Plan Case Study – Moderate
Development Upgrade 4 weeks
Test Upgrade 3 weeks
Validation 4 weeks
Production Upgrade 2 week
Post Implementation Support 2 week
Copyright ©2007, Oracle. All rights reserved. Oracle Confidential
Upgrade
Q & A