siebel

This is another oldie but goodie, written 5 years ago. Enjoy! *** It's a very embarrassing moment in the life of a Siebel guy or gal when he or she finds records in the database that shouldn't be there at all. I am talking about records like these: It happened to all of us, doesn't it? Instead of querying, you create a new record with the query criteria as data. The question is now, how can you find (and possibly eliminate) these "quericates"? Simply querying for [Name] LIKE "*" OR [Name] LIKE "?" obviously won't work. Here is the solution: Escaping wildcards using the backslash \ character. The following is a query to retrieve all accounts who have an asterisk in their name: [Name] LIKE "*\**" That is one asterisk as a wildcard for any character, then the asterisk itself (escaped with \) and another wildcard for any character. Works with other wildcards (?) too. BTW: If you have keywords like AND or OR, or parantheses in your d...

Thanks to Jan Peterson for this article Oracle Sales Cloud  has made some significant progress in the past 18 months and has become a very compelling offering. Alex has posted a summary of the R8 release a while ago . Simplified UI is - in my humbled opinion - the biggest improvement of recent releases. It has been introduced with R7 and significantly improved as part of R8.  As part of the R8 release, the configuration capabilities have been significantly enhanced. As I had a bit of time, I decided to test if more complex Open UI configuration examples can be migrated to Simplified UI. The short answer - at least for the example I picked - is "yes". I have recently  posted an article about arbor, a jQuery plug-in that allows to display complex relationship hierarchies. In the Open UI example we used it to display relationships of a contact. For Simplified UI, I picked opportunities as an example. Below a screenshot of the final outcome that shows a opportunity and its ...

In continuation of our mini-series, we will today explore an example solution for a generic physical renderer extension for list applets in Siebel Open UI. As discussed in the previous part , the solution we want to achieve is that we can define a list of fields which should be conditionally formatted if they are exposed as columns on a list applet. The implementation uses custom applet user properties which are exposed to the physical renderer by a custom presentation model extension. Today, the focus is on the physical renderer . Before we start, let me reiterate that many ways lead to Rome and the solution presented below is purely educational and should you intend to use it in any environment, including production environments, you do so at your own risk. Implementing a Physical Renderer for Conditional Formatting We start with the usual procedure of creating a physical renderer extension file and registering it with a test applet (e.g. the Opportunity List Applet ). Remember tha...

In an attempt for a real-life scenario of customizing the appearance of all list applets in a Siebel Open UI enabled application, I would like to introduce you to a coding experiment for conditional formatting of list columns. As usual, let's see what we want to achieve: Click to enlarge. As you can see from the above screenshot, the Opportunity List Applet has two columns - Revenue and Probability % - which are conditionally formatted depending on their value. End users are able to use CTRL+click on the column header to display a prompt where they can enter a target value to influence the background color of the cells. This solution should be applicable to all list applets. In this and the following post, I will lay out the steps to achieve a generic solution for the requirement presented above. The example solution focuses on numeric columns but can be easily applied to other data types as well. The following are the main ingredients: Applet User Properties Custom Presentatio...

It is not without some parental joy that we announce a new Siebel CRM book  to be published this winter. Together with three of the most distinguished Siebel Open UI experts, this humble writer is currently working on putting together useful information and case studies for the upcoming book: Oracle Siebel Open UI Developer's Handbook In this book, you will: Learn all about the Siebel Open UI Architecture Learn to create custom Presentation Models and Physical Renderers Learn advanced techniques for Open UI customization Understand how to apply custom styles and themes Customize and deploy Siebel Mobile Applications Integrate Siebel Open UI with external applications and more (see below) As a frequent reader of this blog, you know that the book authors are truly committed to sharing information: Duncan Ford Alexander Hansal Kirk Leibert Jan Peterson We expect the book to be published in Winter 2014/2015 and plan to align it with Siebel CRM Innovation Pack 2014. We are happy to anno...

In his Siebel Observer publication, Bruce Daley informs us that Oracle changes its policies to allow Siebel support fees to be applied to Cloud products. *** Oracle Corporation (NYSE: ORCL)  has announced new licensing policies that make it easier to exchange Siebel shelf ware for other CX products. Called the Customer 2 Cloud program, the new policies hope to overcome some of the common financial and technical problems Oracle customers experience in transitioning from Oracle on-premise software to Oracle software-as-a-service Cloud products. The Customer 2 Cloud program allows Oracle HCM and CRM customers to exchange some of their on-premise support budget for new Oracle Cloud products. "The Customer 2 Cloud program helps organizations get their hands on the latest technology," says Rod Johnson, group vice president, Oracle Applications and Industries Solutions Group. "This program aims to remove the financial and integration challenges that can impact a company's ...

This year's BI Forum in Brighton is a wrap. Here is a quick account of what wisdom and knowledge was shared by the speakers on the final day. The first slot was by Truls Bergensen on how will of Endeca fit in to the Oracle BI topography. Next it was Nicholas Hurt and Michael Rainey demonstrating how to replace OWB/Streams with ODI/GoldenGate to achieve real-time data warehousing. Then it was cloud time again as Matt Bedin went through a demo of the imminent Oracle BI Cloud. The afternoon saw Gianni Ceresa talking about Essbase within and without OBIEE and TED-style talks by Marco Klaassens and Christian Berg. The final talk of the conference was Alistair Burgess on tuning TimesTen with aggregate persistence. And while everyone is heading home let me thank the good people at Rittman Mead for another truly impressive and well-organized conference. As someone who "grew up" with the Oracle BIEE stack since Siebel Systems acquired nQuire, the broad variety of topics such as Go...

The second day of this year's installation of Rittman Mead's BI Forum in Brighton saw some impressive content and brilliant presentation. These speakers kept the audience engaged. Emiel van Bockel showed how you can achieve sub-second response times for thousands of concurrent users querying against hundreds of millions of rows in just two years and with just one Exalytics box. Oracle's Chris Jenkins took the crowd for a deep dive into TimesTen for Exalytics. Robin Moffatt told us there are no silver bullets but a lot of golden rules when it comes to measuring and optimizing OBIEE Performance in the real world. Brilliant presentation by @rmoff on #obiee performance - no silver bulllets #biforum2014 pic.twitter.com/FiyCv0re93 � Nicholas Hurt (@Nicholas_Hurt) May 8, 2014 Coming soon to a screen near you: The Oracle BI Cloud . Adam Bloom of Oracle did a "behind the scenes" talk about this soon-to-be addition to the Oracle Cloud. Following 15 minute TED-style talk...

The second day of this year's installation of Rittman Mead's BI Forum in Brighton saw some impressive content and brilliant presentation. These speakers kept the audience engaged. Emiel van Bockel showed how you can achieve sub-second response times for thousands of concurrent users querying against hundreds of millions of rows in just two years and with just one Exalytics box. Oracle's Chris Jenkins took the crowd for a deep dive into TimesTen for Exalytics. Robin Moffatt told us there are no silver bullets but a lot of golden rules when it comes to measuring and optimizing OBIEE Performance in the real world. Brilliant presentation by @rmoff on #obiee performance - no silver bulllets #biforum2014 pic.twitter.com/FiyCv0re93 — Nicholas Hurt (@Nicholas_Hurt) May 8, 2014 Coming soon to a screen near you: The Oracle BI Cloud . Adam Bloom of Oracle did a "behind the scenes" talk about this soon-to-be addition to the Oracle Cloud. Following 15 minute TED-style talk...

This year's BI Forum in Brighton, UK has started with a Big Data masterclass with Lars George from Cloudera titled "Hadoop, HBase, NoSQL and What These Mean for Oracle BI&DW Developers" Lars' knowledge is encyclopedic to say the least. The crowd gasped as he presented the vast array of funny-named tools that have evolved around HDFS and hadoop over the past 10 years. For anyone, including of course BI and DW developers, with a professional interest in crunching data in large volumes or at high speed or both, the hadoop ecosystem provides us with a vast array of tools such as Pig, Flume, Hue, Parquet, Squoop, Impala, HBase or Oozie, just to name a view. All of which (and more) Lars managed to present in uncanny depth and breadth of detail. For those among you with further interest, you might want to peruse the search engine of your choice as well as the virtual machines available from Cloudera or Oracle to get started. Cloudera also provides a live playground en...

If you or your customers are using the Siebel Mobile Web Client along with Siebel Remote technology, you should log in to My Oracle Support as soon as your time allows and get the latest Statement of Direction (SOD) document which lays out Oracle's plans for this technology as well as the future roadmap for Siebel Mobile Disconnected Applications . Image source: Siebel Systems training material The document is numbered 1663459.1 and can be found here (My Oracle Support account required). have a nice day @lex

It's this time of the year again when the good people at Rittman Mead gather the most prolific BI experts in Brighton and Atlanta . This humble writer also secured a seat at the UK event which starts this Wednesday. Day 1 will be a Masterclass on Hadoop with George Lars and the following two days are filled with BI goodness and expert talks such as TimesTen, Performance Tuning and Cloud Analytics. Apart from the doubtless magnificent content, I am especially looking forward to meet the world's leading BI experts in person. As usual, I will report to you via blog posts and tweet live from the event. have a nice day @lex

Last Saturday, Oracle made the latest patch set 8.1.1.11.7 / 8.2.2.4.7 available for download on My Oracle Support. Apart from various bugfixes, including the Open UI and Mobile Applications realm, the patch set includes changes to the eScript ST engine which are described in document 1668366.1 . As usual, the patch set comes with a button that says "Read Me" which leads you to the installation guide which also contains descriptions of the resolved issues. (All links require a valid account for My Oracle Support) have a nice day @lex

Time for another Open UI adventure. In this article, I would like to show you the results of an experiment. If you watch the Siebel Open UI space attentively, you are sure aware of the introduction of presentation models and physical renderers for views in monthly patch 8.1.1.11.3. And this is exactly what I tried. What I had in mind was a way to select a record in a list applet of a parent list view (e.g. the "My Accounts" view) and to view details about the record in a form nearby. Of course there is a form applet at the bottom of the view, but what if the end user has clicked the Show More button in the list and needs the information on some other location on her or his screen. Let's see a screenshot of my experimental solution: Click to enlarge  As you can see, the form applet is no longer bound to the bottom of the view. It (or to be more precise, its content) is now displayed in a jQueryUI dialog  so the end user is free to move it around, resize it or close it. Wh...