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, and you are installing the current release, Siebel CRM version 15.0, as a new deployment.

Note:

When you configure the Siebel Server or install Siebel Mobile Web Clients, you can enable Siebel Open UI for Siebel CRM applications. Deploying applications using Siebel Open UI is strongly recommended for all deployments, particularly new deployments. This topic assumes that you enable Siebel Open UI in this way. Steps 1 through 7 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 Chapter 2, "Overview of Siebel Open UI," including "Related Information About Deploying Siebel Open UI". See also "About Deploying Siebel Open UI".
Perform a new installation of the current release, which is Siebel CRM version 15.0 (Siebel Innovation Pack 2015). 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, and other modules, as needed. For more information about the installation tasks, see the Siebel Installation Guide for the operating system you are using.
Install the latest Siebel Patchset release, where available.

For information about obtaining and installing a Siebel Patchset release, see Siebel Patchset Installation Guides, 1614310.1 (Article ID) on My Oracle Support.
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 Innovation Pack 2015, including Siebel Open UI. 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. Also enable Siebel Open UI using this wizard.

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, the tasks in this step create the virtual directories on the Web server for all of the applications for which Application Object Manager components exist at the time that you configure 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 and on the specific products that you are using, do one or more of the following. It is assumed that, during initial installation and configuration, you enabled Siebel Open UI for Siebel CRM applications. Details are provided in subsequent steps.

Keep your applications as they were initially deployed. It is assumed that you enabled Siebel Open UI. Go to Step 12 .
Deploy an employee application using high interactivity. Go to the next step.

Deploy an employee application using both Siebel Open UI and high interactivity, to support a phased migration to Siebel Open UI. In this case, you would create a copy of an existing Application Object Manager component, and then disable Siebel Open UI for the new copy. Go to Step 10 .

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".

As needed, disable Siebel Open UI for an applicable employee application, and enable high interactivity instead. Do the following, then go to the next applicable step for your deployment.
- For an Application Object Manager component, such as Call Center Object Manager, set the EnableOpenUI parameter to False. (The HighInteractivity parameter must be set to True.)
- For all installed Siebel Mobile Web Clients using this application, edit the application configuration file and set the EnableOpenUI parameter to False. For example, for Siebel Call Center, set this parameter in the uagent.cfg file, in the [InfraUIFramework] section. (The HighInteractivity parameter must be set to True.)
  
  For more information, see the Siebel Installation Guide for the operating system you are using and Siebel System Administration Guide.
As needed, deploy an applicable employee application using both Siebel Open UI and high interactivity. Do the following, then go to Step 11.
- Add a new Application Object Manager component and set the EnableOpenUI parameter to False. For example, you might create a new component for high interactivity that is based on an existing component, such as Call Center Object Manager. (When you copy an Application Object Manager component, make sure that the original application name is copied too.)
- Copy the configuration file for the application corresponding to the Application Object Manager for which you disabled Siebel Open UI. For all installed Siebel Mobile Web Clients, edit the copied configuration file and set the EnableOpenUI parameter to False, in the [InfraUIFramework] section of the file.
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 any applications for which you created new Application Object Manager components in Step 10. Go to the next applicable step for your deployment.

For more information, see the Siebel Installation Guide for the operating system you are using.
(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.

Applications that are deployed for both Siebel Open UI and high interactivity would use different URLs. Your deployment process probably will include multiple phases of testing.
For applications that are deployed for both Siebel Open UI and high interactivity, as described in Steps 10 and 11, roll out the Siebel Open UI client to additional users, as the features of this client meet the acceptance requirements of the test users. Convert applications from high interactivity or 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 the users of any other applications that you have deployed using high interactivity or standard interactivity. For each type of client, 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.