About the Siebel Anywhere User Interface Features

This topic describes the user interface features for Siebel Anywhere. It contains the following information:

• "Siebel Anywhere Screens and Views"

• "Siebel Anywhere Wizards and Utilities"

Siebel Anywhere Screens and Views

This topic identifies the screens and views that you use with Siebel Anywhere.

Most of the administrative tasks concerned with Siebel Anywhere are done by using views in the Administration - Siebel Anywhere screen. You must be logged in to the Siebel application as a Siebel administrator to access the views in this screen and perform Siebel Anywhere administration tasks.

This topic is part of "About the Siebel Anywhere User Interface Features".

When you install the Siebel Business Applications, you must also create a Siebel administrator account that can be used to perform the tasks described in this guide. For more information, see the Siebel Installation Guide for the operating system you are using.

Siebel Anywhere client users use the Component Upgrades view of the User Preferences screen for retrieving and installing optional upgrade kits. This view also allows users to see their current update status. The Component Upgrades view is available only for the Mobile Web Client and Developer Web Client.

Note: To support the Component Upgrades view, Siebel administrators must include this view in the responsibilities that are assigned to mobile users. See "Retrieving and Installing Upgrade Kits".

This guide provides additional information about these screens and views in later chapters, as part of the information that accompanies specific procedures.

Siebel Anywhere Wizards and Utilities

This topic briefly describes the following Siebel Anywhere wizards and utilities, which are used during various stages of upgrades involving Siebel Anywhere:

• Upgrade Kit Wizard

• Upgrade Kit Builder

• Upgrade Wizard

Note: The tasks and wizards described in this book are not related to the tasks or wizards described in Siebel Database Upgrade Guide. In general, the term upgrade as used in this guide has a specific, narrow meaning relating to the functions provided by Siebel Anywhere.

This topic is part of "About the Siebel Anywhere User Interface Features".

Upgrade Kit Wizard

The Upgrade Kit Wizard is the task-oriented feature that Siebel administrators must use to define an upgrade kit. The Upgrade Kit Wizard uses a browser-based user interface to prompt the administrator for the required information. The Upgrade Kit Wizard performs the following functions:

• Allows the Siebel administrator to provide input to define the upgrade kit. The user interface varies according to the component selected for the upgrade kit.

• Validates the parameters supplied by the administrator.

• Handles file attachments for certain types of upgrade kits.

• Specifies upgrade kit items.

• Specifies the sequence of events in the upgrade being defined.

• Submits a schedule-mode server request to invoke the Upgrade Kit Builder when kit definition is complete.

For more information about using the Upgrade Kit Wizard, see Chapter 4, "Defining Upgrade Kits."

Note: Do not confuse the Upgrade Kit Wizard with the Upgrade Wizard, which is described later in this topic. The Upgrade Kit Wizard constructs the upgrade kit. The Upgrade Wizard reads the upgrade kit and installs it on the Siebel client or server.

Upgrade Kit Builder

The Upgrade Kit Builder (alias UpgKitBldr) server component is part of the Siebel Anywhere (alias SiebAnywhere) component group on the Siebel Server. This server component constructs upgrade kits on the server, based upon definitions of upgrade kits collected by the Upgrade Kit Wizard.

During upgrade kit construction, the Siebel administrator can monitor the progress of the Upgrade Kit Builder. To do this, navigate to the Administration - Server Management screen and the Jobs view, and query for Upgrade Kit Builder in the Jobs list. Alternatively, check the Upgrade Kit Builder log file. The associated log file is UpgKitBldr_taskID.log.

For more information about enabling the Siebel Anywhere component group, see "Siebel Anywhere Deployment Recommendations".

Upgrade Wizard

The Siebel Upgrade Wizard (generally referred to here as the Upgrade Wizard) is a stand-alone executable program that reads and installs upgrade kits on Siebel Mobile or Developer Web Clients or Siebel Servers. The Upgrade Wizard also tracks the upgrade process and automatically recovers from errors. In the Windows environment, the associated log file is UpgWiz.log. In the UNIX environment, the associated log file is srvrupgwiz1.log.

Note: Do not confuse the Upgrade Wizard with the Upgrade Kit Wizard, which is described earlier in this topic. The Upgrade Kit Wizard constructs the upgrade kit. The Upgrade Wizard reads the upgrade kit and installs it on the Siebel client or server.

During the installation of an upgrade kit for a Siebel client, the Upgrade Wizard creates a backup of affected files in the or upgrade folders. If an error occurs during the upgrade, then the Upgrade Wizard attempts to roll back the changes and restore the computer to its original state. Subsequently, when the user starts the Siebel client, the Siebel application detects that an upgrade is either in progress or has failed and notifies the user.

The Upgrade Wizard cannot roll back to the previous version after the upgrade has been installed successfully on a Siebel client. After a successful upgrade, the Upgrade Wizard deletes the backup files, and restoring to a previous configuration is not possible. However, you might be able to roll back from the latest Siebel Innovation Pack release (Siebel CRM version 17.0) to a previously installed Siebel Innovation Pack release (such as Siebel CRM version 8.1.1.14), by using the method described in the uninstallation chapter of the Siebel Installation Guide for the operating system you are using.