Siebel Advisor and Open UI

Siebel Advisor does not support Open UI.

If you are using the High-Interactivity user interface, you can upgrade to IP2014 and continue to use Siebel Advisor. You must disable the Advisors button, which supports Open UI. For more information, see Disabling the Advisors Button.

If you are using Open UI, you can use Oracle Policy Automation to create a rule base that guides customers through purchasing decisions in the same way that Siebel Advisor does. For more information, see Process of Setting Up Oracle Policy Automation to Replace Siebel Advisor.

Disabling the Advisors Button

If you are using the High Interactivity interface instead of using Open UI, you must disable the Advisors button, which users click to display the Advisors for Open UI.

To disable this button, configure this user property in Siebel Tools as follows:

• Applet Name: ISSCDA Personalized Contents List Applet

• User Property Name: CanInvokeMethod: ShowPopup

• Value: IIf(GetProfileAttr("IsOpenUI") IS NOT NULL AND GetProfileAttr("IsOpenUI")=1,TRUE,FALSE)

Process of Setting Up Oracle Policy Automation to Replace Siebel Advisor

To set up Oracle Policy Automation to replace Siebel Advisor, the administrator performs the following steps:

1. Integrating the Siebel Application with Oracle Policy Administration

2. Creating the Oracle Policy Automation Rule Base

3. Verifying the Integration

Integrating the Siebel Application with Oracle Policy Administration

You must integrate the Siebel application with Oracle Policy Administration by specifying a symbolic URL.

To integrate the Siebel Application with Oracle Policy Administration

1. In the Siebel application, navigate to Administration - Integration, then WI Symbolic URL List.

2. In the Name field, query for AdvisorsRuleSet

3. If it is not present create a new record with that name.

4. Complete the necessary fields, as shown in the following table.

   Table 2-1 Fields of Symbolic URL List

   Field	Value
   URL	http://<Server>:<Port>/web-determinations/ with OPA server and Port details For example: http://slc02vaa.us.oracle.com:7065/web-determinations
   Fixup Name	InsideApplet
   SSO Disposition	IFrame

   
   

5. In the Symbolic URL Argument form (the child applet), complete the necessary fields, as shown in the following table.

   Table 2-2 Fields of Symbolic URL Argument Form

   Field	Value
   Name	IFrame
   Required Argument	TRUE
   Argument Type	Command
   Argument Value	iFrame width=750 height=500 frameBorder=On Adjust the Adjust the width and height to suit your requirements for displaying the Advisor popups.
   Append Argument	TRUE
   Sequence	1

   
   

6. Log out of the Siebel application, and then log in again.

Creating the Oracle Policy Automation Rule Base

You must create the Oracle Policy Automation rule bases that are needed to help with purchasing decisions. The rules that are needed depend on your business model and the products you sell.

For more information creating rule bases, see Oracle Policy Automation Connector for Siebel Developer's Guide on Oracle Technology Network.

Verifying the Integration

After you have set up the integration and the rule bases, you can verify the integration.

To verify the integration

1. Navigate to the Sales Order or Quotes Screen, then to the Catalog View and the Get Advice view.

2. Click the Advisors button.

   
   

   Note: Right-click this button if you want to open the OPA screen in a different browser window or tab, so you can continue to use the Siebel application without having to close the Advisor.

   
   

   What appears depends on how OPA was configured on the server and on what location on the server the URL points at. If you defined multiple of rule bases, it is best to display a list of Advisors, so the user can choose one of the rule bases you created. If you defined only one rule base, it is best to display that rule base directly, without requiring the user to select it from a list.

3. If a list is displayed, click one of the Advisors in the list.

   An Advisor is displayed in the same popup window that the list was displayed in.

Using Oracle Policy Automation to Replace Siebel Advisor

After administrators have set up Oracle Policy Automation as a replacement for Siebel Advisor, users who are using Open UI can access the rule bases to guide purchasing decisions.

The procedure for the user to access the rule base is the same as the procedure that the administrator uses to verify the integration. For more information, see Verifying the Integration.