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Siebel CRM System Administration Guide
Siebel Innovation Pack 2015, Rev. A
E24823-01
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Requirements for Deploying Siebel Applications Using High Interactivity

This topic describes in detail the requirements for deploying Siebel Business Applications using the high interactivity client. It contains the following information:

General Requirements for Using High Interactivity

This topic describes the general requirements for deploying Siebel Business Applications using the high interactivity client. For more information, see "About User Interface Deployment Options for Siebel Web Clients".

You can use the Microsoft Internet Explorer Administrator Kit and other system management tools to support high interactivity deployment requirements in supported versions of Internet Explorer. Review any applicable deployment tools and their features.

Predefined Security Settings for Web Content Zones

Web content zones in Microsoft Internet Explorer support predefined security setting templates, or groups of settings: Low, Medium-low, Medium, and High. Siebel Business Applications support both Low and Medium-low settings. Low is preferred.

You can use a zone such as Local Intranet or Trusted Sites for your Siebel Business Applications and use the default security setting templates:

  • The Local Intranet zone defaults to the Medium-low setting. To use this zone, the Siebel Business Applications URL must be hosted on the same intranet as the end users' Web browsers.

  • The Trusted Sites zone defaults to the Low setting. To use this zone, the Siebel Business Applications URL must be added as a site to the Trusted Sites zone.

    Because trusted sites are explicitly designated, lower security settings can generally be used than for other zones. For example, you can use the Trusted Sites zone to allow end users to use ActiveX controls required for the Siebel application deployment, yet restrict end users from using ActiveX controls that are associated with other sites.

Using security setting templates is preferred. If you do not use them, then you must adjust individual security settings for the applicable Web content zone. Some procedures in this chapter describe specifying (or verifying) custom settings, for customers who cannot use security setting templates. For more information, see "Manual Security Settings for Using High Interactivity".

For more information about specifying Microsoft Internet Explorer security settings or other settings, see Microsoft documentation.

Adjusting Printing Settings

To enable printing Siebel application screens using the browser's Print command, Internet Explorer users must modify their printing settings.

To adjust printing settings 

  1. From the Tools menu in Internet Explorer, select Internet Options.

  2. Click the Advanced tab.

  3. Under Printing, select Print background colors and images.

  4. Click OK.


Note:

For information about browser requirements for supporting the Siebel application's Print command when printing through Microsoft Excel, see "Manual Security Settings for Using High Interactivity".

ActiveX Requirements for Using High Interactivity

This topic describes the ActiveX requirements for deploying Siebel Business Applications using the high interactivity client. For more information, see "About User Interface Deployment Options for Siebel Web Clients".

Siebel Business Applications using the high interactivity client rely on ActiveX technology to deliver features such as interactive controls, keyboard accelerators, email client integration, and so on. For a list of the ActiveX download files (CAB files), see "ActiveX Controls Distributed for High Interactivity".

Enable a browser running a high interactivity application to work with (download, instantiate, and script) ActiveX controls. It is recommended that the URL for Siebel Business Applications be part of a zone for which security settings are defined as described in this topic.

In addition, system administrators must modify permissions for users or applicable groups.

For most deployments, downloading ActiveX controls on demand from a Web server is preferable. Code for each control is downloaded to the Downloaded Program Files directory when the control is invoked for the first time by an application feature.

Downloading ActiveX controls requires permissions associated with Power Users. For some controls, running a control might also require such permissions. The following methods are commonly used to meet applicable requirements. How to implement each approach is described in the topics that follow.

Modifying User Groups or Permissions

This topic describes two alternative ways of allowing users to download ActiveX controls for Siebel applications that are deployed using the high interactivity client. Use one of these methods.

Adding Users to the Power Users Group

End users on supported Microsoft Windows platforms require write access to the Downloaded Program Files directory and the Windows registry to allow automatic download and installation.

Typically, the Power Users or Administrators groups on supported Microsoft Windows platforms have the necessary permissions. The Users group, however, does not have these permissions. Consequently, putting your users in the Power Users group or Administrators group, or in a new user group with the appropriate permissions, allows automatic download.

For more information about adding users to the Power Users group or other groups, review Microsoft operating system documentation.

Relaxing Default Permissions Granted to the Users Group

Another approach is to grant all users the appropriate permissions by relaxing default permissions granted to the Users group.

To relax default permissions granted to the users group 

  • From the command prompt on supported Microsoft Windows platforms, type the following, on one line:

secedit /configure /cfg %windir%\security\templates\compatws.inf /db compat.sdb

Predeploying ActiveX Controls for Secure Environments

For Siebel applications that are deployed using the high interactivity client, if users on supported Microsoft Windows platforms are operating in secure environments and cannot obtain write access to the Downloaded Program Files directory through the means described in the previous topic, then the ActiveX controls used for Siebel Business Applications must be predeployed on these users' computers.

Use the following procedure to predeploy ActiveX controls by loading the HTML file predeploy.htm, which is provided by Oracle. The ActiveX controls that you can deploy are those described in "ActiveX Controls Distributed for High Interactivity".


Note:

This task must be performed with the proper administrative permissions to install software on each client computer, usually Power Users or above.

For information about automatically loading predeploy.htm during installation of Siebel Mobile Web Clients, see the Siebel Installation Guide for the operating system you are using.

To predeploy ActiveX controls 

  1. Navigate to the directory containing the predeploy.htm file. You can use any version of the file, which is installed in multiple locations:

    • On the Siebel Web Server Extension (SWSE) computer, predeploy.htm is located in the directory SWSE_ROOT\public\LANGUAGE, where SWSE_ROOT is the SWSE installation directory and LANGUAGE represents the language that you are using (such as ENU).

    • On the Siebel Server computer, predeploy.htm is located in the directory SIEBSRVR_ROOT\webmaster\LANGUAGE, where SIEBSRVR_ROOT is the Siebel Server installation directory and LANGUAGE represents the language that you are using (such as ENU).

    • On Siebel Mobile Web Client computers, predeploy.htm is located in the directory SIEBEL_CLIENT_ROOT\bin, where SIEBEL_CLIENT_ROOT is the Siebel client installation directory.

  2. Edit predeploy.htm to suit your requirements, that is, so it can be used to predeploy the ActiveX controls your users require. Then save the file.

    The file predeploy.htm contains comments about each file, to supplement the information in Table 4-2. Use this information to help you determine what controls to predeploy.

  3. Remotely log into each client computer, and then open the HTML file in a supported version of Microsoft Internet Explorer. Wait until the message indicates that all of the files have been downloaded, then close the browser and log off of the client computer.

  4. Repeat Step 3 for each applicable user.

ActiveX Controls Distributed for High Interactivity

Table 4-2 lists the ActiveX controls distributed and used with Siebel Web clients for Siebel applications that are deployed using the high interactivity client. All of these controls are signed. Control names reflect the names of the files that are created in the Downloaded Program Files directory when each control is deployed.

Depending on your release of Siebel CRM, you might have only a subset of these CAB files. For more information about ActiveX files used with Siebel CRM, see 1066135.1 (Article ID) on My Oracle Support.

Table 4-2 ActiveX Controls Used with Siebel Web Clients

Filename or Control Name Feature or Function

SiebelAx_Calendar.cab

Siebel Calendar

Supports calendar-related functions.

SiebelAx_Container_Control.cab

Siebel Generic Container Control

Hosts third-party ActiveX controls. The hosted control, its methods, and its public members are specified using control user properties.

In Siebel Life Sciences, this control hosts the CIC Ink control, used for capturing signatures on a tablet computer.

SiebelAx_CTI_Toolbar.cab

Siebel Callcenter Communications Toolbar

Helps the Java applet for the communications (CTI) toolbar to access the client framework.

See also Siebel CTI Administration Guide.

SiebelAx_Desktop_Integration.cab

Siebel Desktop Integration

Provides a Component Object Model (COM) interface to support client-side integrations your company might implement.

When this control is deployed, the EnableWebClientAutomation parameter must be True in the application configuration file.

Note: Running this control requires the user to have the permissions associated with the Power Users group.

SiebelAx_Gantt_Chart.cab

Siebel Gantt Chart

Supports Gantt Charts in the Siebel application user interface.

Gantt Chart control renders data in two panes: the left pane for owner objects (employees, projects, campaigns, and so on), and the right pane for the owner objects' schedules and activities.

SiebelAx_Hospitality_Gantt_Chart.cab

Siebel Hospitality Gantt Chart

Supports Gantt Charts for Siebel Hospitality.

SiebelAx_HI_Client.cab

Siebel High Interactivity Framework

Provides high levels of usability, performance, and desktop integration. Contains user interface components such as a rich text editor, UI elements, and so on.

Note: Deploying this control is required for any application using the high interactivity client.

SiebelAx_iHelp.cab

Siebel iHelp

Supports the Siebel iHelp player panel to contain and display iHelp information.

SiebelAx_Marketing_Allocation.cab

Siebel Marketing Allocation

Works with Oracle Business Intelligence Enterprise Edition to display market segment information that is applicable to a stage in a marketing program.

SiebelAx_Marketing_Calendar.cab

Siebel Marketing Event Calendar

Supports the Siebel Marketing Event Calendar.

SiebelAx_Marketing_HTML_Editor.cab

Siebel Marketing Web Editor

Supports editing of email offers, Web offers, and event Web banner for Siebel Marketing applications.

SiebelAx_Microsite_Layout.cab

Siebel Microsite Layout Designer

Provides a tool for laying out page items for microsites and templates.

SiebelAx_OutBound_mail.cab

Siebel Outbound Email Support

Supports client-side email integration (for Lotus Notes or Microsoft Outlook).

Note: Deploying this control requires that you also deploy the Siebel Desktop Integration control.

See also Siebel Email Administration Guide.

SiebelAx_Prodselection.cab

Provides a hidden control to render standard interactivity applets for high interactivity product selection UI views. The control inserts standard interactivity HTML into a placeholder span.

SiebelAx_Smartscript.cab

Siebel SmartScript

Provides the SmartScript UI.

See also Siebel SmartScript Administration Guide.

SiebelAx_Test_Automation.cab

Siebel Test Automation

Provides a test automation interface. (Generally not used for production environments.)

See also Testing Siebel Business Applications.

SiebelAx_UInbox.cab

Siebel Universal Inbox

Supports the Universal Inbox feature.

isign90.cab

A third-party ActiveX control used to capture and encrypt signatures.

outlctlx.cab

A third-party ActiveX control provided by Microsoft for use with the Exchange/Siebel Connector (PIMSI). It is required only for implementations with Outlook 2000.


Uninstalling ActiveX Controls

For Siebel applications that are deployed using the high interactivity client, if any ActiveX controls that have been downloaded to a user's computer are no longer needed, then you can uninstall them by removing them from the Downloaded Program Files directory. You might choose to uninstall the ActiveX controls if your applications are deployed using Siebel Open UI instead of high interactivity. If the user has permissions as described in "Modifying User Groups or Permissions", then the applicable controls are downloaded again as they are needed.

Java Requirements for Using High Interactivity

This topic describes in detail the Java requirements for deploying Siebel Business Applications using the high interactivity client. For more information about the deployment modes, see "About User Interface Deployment Options for Siebel Web Clients".

Configuring Automatic JRE Downloads

Java Runtime Environment (JRE) is required to access certain features when using the high interactivity client. Supported JRE versions are described in the Certifications tab on My Oracle Support.

To make sure that client computers connecting to a Siebel application using the high interactivity client, such as Siebel Call Center, have the correct version of the JRE installed, specify a value for the Application Object Manager component parameter JREDownloadUrl (alias JREDownloadUrl). You specify a URL value for this parameter to automatically download an ActiveX download file (CAB file), which installs the JRE version to the client computer, if the JRE version is not installed already. To find the correct URL value to use as the parameter, see

http://www.oracle.com/technetwork/java/javase/downloads

For information about the requirements to allow the distribution of CAB files in a Siebel environment, see "ActiveX Requirements for Using High Interactivity".

Java Applets Distributed for High Interactivity

Table 4-3 lists the Java applets distributed and used with Siebel Web clients using the high interactivity client. All of these controls are signed, except where noted.

Table 4-3 Java Applets Used with Siebel Web Clients

Filename Feature or Function

SiebelFlowChart.cab

Design of SmartScripts, organization charts, workflow rules.

SiebelFunnelChart.cab

Constructs sales and sales-phases pipeline analysis charts.

SiebelRulesDesigner.cab

Personalization business rules designer.

SiebelToolbar.cab

Communications toolbar (for Siebel CTI or related modules) and scrolling message bar.


Uninstalling Java Controls

If any Java controls that have been downloaded to a user's computer are no longer needed, then you can uninstall them by deleting them from the Temporary Internet Files directory. This directory is located in a location similar to the following:

C:\Documents and Settings\username\Local Settings\Temporary Internet Files

In this path, username represents the Microsoft Windows login for the applicable user.

Manual Security Settings for Using High Interactivity

If you are not using supported security setting templates for applicable Web content zones for your Siebel high interactivity applications, then you must manually specify the Internet Explorer settings described in this topic. (Some settings are not associated with either Low or Medium-low security templates. All such settings are optional.) See also "General Requirements for Using High Interactivity".

This topic contains the following information:

Manually Enabling Settings for ActiveX Controls and Plug-ins

To enable full functionality related to ActiveX controls and plug-ins for Siebel Business Applications using the high interactivity client, specify the following settings.

For more information, see "ActiveX Requirements for Using High Interactivity".

To specify ActiveX settings 

  1. From the Internet Explorer Tools menu, select Internet Options.

  2. Click the Security tab.

  3. Select the Web content zone that you want to customize (for example, Local Intranet or Trusted Sites).

  4. Click Custom Level.

  5. In Security Settings, under ActiveX controls and plug-ins, navigate to Download signed ActiveX controls, and select Enable or Prompt.

  6. In Security Settings, under ActiveX controls and plug-ins, navigate to Run ActiveX controls and plug-ins, and select Enable.

  7. In Security Settings, under ActiveX controls and plug-ins, navigate to Script ActiveX Controls marked safe for scripting, and select Enable.

  8. In Security Settings, under ActiveX controls and plug-ins, navigate to Initialize and script ActiveX controls not marked as safe, and select Enable or Prompt.


    Note:

    This setting applies only if you are using the Siebel application Print command with Microsoft Excel.

  9. Click OK.

    A Warning popup appears.

  10. Click Yes to verify the changes that you made, then, in the Internet Options window, click OK.

Manually Enabling Settings for Scripting

Use scripting in the high interactivity framework to manage data-only interactions with the Siebel Server and to interact with the browser DOM, ActiveX controls, Java applets, and so on. The high interactivity framework also supports browser scripting for data validations.

To enable the full functionality related to scripting for Siebel Business Applications using the high interactivity client, specify the following settings.

To specify scripting settings 

  1. From the Internet Explorer Tools menu, select Internet Options.

  2. Click the Security tab.

  3. Select the Web content zone that you want to customize (for example, Local Intranet or Trusted Sites).

  4. Click Custom Level.

  5. In Security Settings, navigate to Active scripting, and select Enable or Prompt.

  6. In Security Settings, navigate to Scripting, Scripting of Java applets, and then select Enable or Prompt.

  7. In Security Settings, navigate to Scripting, then under Allow Programatic Clipboard Access select Enable or Prompt.

  8. Click OK.

    A Warning message appears.

  9. Click Yes to verify the changes that you made, then, in the Internet Options window, click OK.

Manually Enabling Settings for Downloads

To enable full functionality related to attachments and file import and export for Siebel Business Applications using the high interactivity client, specify the following settings.

To specify download settings 

  1. From the Internet Explorer Tools menu, select Internet Options.

  2. Click the Security tab.

  3. Select the Web content zone that you want to customize (for example, Local Intranet or Trusted Sites).

  4. Click Custom Level.

  5. In Security Settings, navigate to Downloads, then under File Download select Enable.

  6. Click OK.

    A Warning message appears.

  7. Click Yes to verify the changes that you made, then, in the Internet Options window, click OK.

Manually Enabling Settings for IFRAME Support

Siebel Web templates are configured to use IFRAME elements.

To enable IFRAME support in your browser, follow the steps in the following procedure. For more information about IFRAME support, consult your browser documentation.

To activate support for IFRAME elements 

  1. From the Internet Explorer Tools menu, select Internet Options.

  2. Click the Security tab.

  3. Select the Web content zone that you want to customize (for example, Local Intranet or Trusted Sites).

  4. Click Custom Level.

  5. In Security Settings, navigate to Miscellaneous, then, under Launching Programs and Files in an IFRAME, select Enable or Prompt. (Enable is recommended.)

  6. Click OK.

    A Warning message appears.

  7. Click Yes to verify the changes that you made, then, in the Internet Options window, click OK.

Other Deployment Options for High Interactivity

This topic describes additional browser deployment settings and issues for high interactivity. For information about using cookies with Siebel Business Applications, see Siebel Security Guide. See also the description of the SessionTracking parameter in "Parameter Descriptions of the eapps.cfg File".


Note:

Settings that are described in this topic are optional in most cases. The applicability of these topics varies according to your overall deployment environment.

Disabling Script Debugging

Script debugging is typically automatically enabled by Microsoft Visual Studio products. To improve performance of the Web browser for use with Siebel Business Applications, you must disable script debugging in the Internet Explorer browser.

To disable script debugging 

  1. From the Internet Explorer Tools menu, select Internet Options.

  2. Click the Advanced tab.

  3. Under Browsing, check Disable Script Debugging.

  4. Click OK.