Bookshelf v8.1/8.2: Roadmap for Deploying Siebel Open UI in a New Deployment

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Roadmap for Deploying Siebel Open UI in a New Deployment

In a new Siebel CRM deployment, you have not previously installed or configured the Siebel Business Applications for Siebel CRM version 8.1.1.x or version 8.2.2.x. You might deploy applications using the Siebel Open UI client only, or you might also deploy applications using the high interactivity or standard interactivity clients.

NOTE: Step 1 through Step 8 apply for any new deployment of Siebel CRM.

To deploy applications using Siebel Open UI in a new Siebel CRM deployment, you perform the following tasks:

Review all of the applicable documentation and requirements.
For more information, see Overview of Siebel Open UI including Related Information About Deploying Siebel Business Applications and Siebel Open UI. See also About Deploying Siebel Open UI.
Perform a new installation of the current release of Siebel CRM, which is Siebel CRM version 8.1.1.11 or version 8.2.2.4. Use the documented methods for performing new installations of all applicable Siebel modules.
You must install at least the Siebel Gateway Name Server, the Siebel Server and the Database Configuration Utilities, and the Siebel Web Server Extension (SWSE). Also install Siebel Mobile Web Clients, Siebel Tools clients, and other modules, as needed. For more information about the installation tasks, see the Siebel Installation Guide for the operating system you are using. See also the applicable Siebel Maintenance Release Guide on My Oracle Support.
Install the latest Siebel Patchset release.
For information about obtaining and installing a Siebel Patchset release, see Siebel Patchset Installation Guide for Siebel CRM 8.1.1.11 / 8.2.2.4 IP2013, 1614310.1 (Article ID) on My Oracle Support. See also the readme document for the patchset release.
On the computer where you installed the Siebel Gateway Name Server, run the Siebel Enterprise Configuration Wizard. Configure the Siebel Gateway Name Server and then configure the Siebel Enterprise.
For more information, see the Siebel Installation Guide for the operating system you are using.
On the computer where you installed the Siebel Server and the Database Configuration Utilities, run the Siebel Database Configuration Wizard and install a new Siebel database.
Your Siebel database will include all of the repository updates and seed data to support the functionality of Siebel CRM version 8.1.1.11 or version 8.2.2.4, including Siebel Open UI. For more information, see the Siebel Installation Guide for the operating system you are using.
Obtain the updated Siebel Repository (SRF) files that are suitable for a new deployment. Update the SRF files for the Siebel Servers and Siebel Mobile Web Clients.
For more information, see the Siebel Installation Guide for the operating system you are using.
On the computer where you installed the Siebel Server, run the Siebel Server Configuration Wizard and configure the Siebel Server.
For more information, see the Siebel Installation Guide for the operating system you are using.
Configure the Siebel Web Server Extension (SWSE), as follows:
1. On the Siebel Gateway Name Server computer, run the Siebel Enterprise Configuration Wizard and configure the SWSE logical profile.
2. On the Web server computer where you installed the SWSE, run the SWSE Configuration Wizard and configure the SWSE.
  Together, these tasks create the virtual directories on the Web server for all of the applications for which Application Object Manager components existed at the time that you configured the SWSE logical profile. For more information, see the Siebel Installation Guide for the operating system you are using.
Depending on your deployment strategy and requirements for Siebel Open UI and on the products that you are using, do one or more of the following. For example:
- To deploy a high interactivity application using Siebel Open UI, perform Step 10. In this case, you are simply changing an existing Application Object Manager from high interactivity to Siebel Open UI.
- To deploy an application using both high interactivity and Siebel Open UI, to support a phased migration to Siebel Open UI, perform Step 11 and Step 12. In this case, you are creating a copy of an existing Application Object Manager component and enabling Siebel Open UI for the new copy.
  NOTE: Using Siebel Open UI side by side with high interactivity requires that you use multiple browsers in your overall Siebel CRM deployment. For more information about deploying Siebel Open UI with multiple browsers, see Siebel Open UI Client Requirements and Choosing a User Interface for Siebel CRM.
To enable Siebel Open UI for an existing Application Object Manager component, such as Call Center Object Manager, set the EnableOpenUI and HighInteractivity parameters to True.
For more information, see the Siebel Installation Guide for the operating system you are using and Siebel System Administration Guide.
As needed for your deployment of Siebel Open UI, add new Application Object Manager components and set the EnableOpenUI and HighInteractivity parameters to True. For example, you might create a new component based on an existing component, such as Call Center Object Manager. Then go to Step 12.
TIP: When you copy Application Object Manager components, make sure that the original application name is copied too.

For more information, see the Siebel Installation Guide for the operating system you are using and Siebel System Administration Guide.
On the Web server computer where you installed the SWSE, manually create virtual directories for the applications for which you created new Application Object Manager components in Step 11.
For more information, see the Siebel Installation Guide for the operating system you are using.
As needed to enable Siebel Open UI for applications on Siebel Mobile Web Clients, edit the application configuration files to set the EnableOpenUI and HighInteractivity parameters to True. For example, for Siebel Call Center, set these parameters in the uagent.cfg file.
For more information, see the Siebel Installation Guide for the operating system you are using.
(Optional) As needed, perform migration tasks for existing applications that you are migrating to Siebel Open UI.
(Optional) As needed, perform configuration (customization) tasks for your Siebel Open UI applications.
For more information, see Configuring Siebel Open UI.
Make the URLs for the Siebel Open UI applications available to test users, who can help you to ensure the readiness for your company's specific functional requirements.
In most cases, the applications that are enabled for Siebel Open UI use different URLs than the existing high interactivity or standard interactivity applications. Your deployment process probably will include multiple phases of testing.
Roll out the Siebel Open UI client to additional users, as the features of this client meet the acceptance requirements of the test users. Add more Application Object Managers with Siebel Open UI enabled and add the corresponding virtual directories, as needed.
Your gradual deployment of applications using Siebel Open UI does not have to affect users of other applications that you have deployed using high interactivity or standard interactivity. For each type of application, users must use a browser that meets documented requirements.

Depending on your requirements and on the features supported for Siebel Open UI in a given Siebel CRM release, you might eventually migrate all of your users to Siebel Open UI.

Deploying Siebel Open UI		Copyright © 2014, Oracle and/or its affiliates. All rights reserved. Legal Notices.

Roadmap for Deploying Siebel Open UI in a New Deployment

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