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Preface
Audience
Documentation Accessibility
Access to Oracle Support
Related Documents
Conventions
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What's New in This Release
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Overview of Siebel Open UI
About Siebel Open UI
Overview of Siebel Open UI
Example Customizations That You Can Make with Siebel Open UI
Open Development Environment
Siebel Open UI JavaScript API Support
Multiple Client Environment
Support for More Than One Usage
New Notification User Interfaces
Mobile Environments
How Siebel CRM Renders Siebel Open UI Clients
How Siebel CRM Renders Div Containers on Siebel Servers
About Using This Book
Important Terms and Concepts
How This Book Indicates Computer Code and Variables
How This Book Describes Objects
About the Siebel Innovation Pack
Support for Customizing Siebel Open UI
Getting Help from Oracle
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Architecture of Siebel Open UI
About the Siebel Open UI Development Architecture
Overview of the Siebel Open UI Development Architecture
Example of How Siebel Open UI Renders a View or Applet
Customizing the Presentation Model and Physical Renderer
Customizing the Physical Renderer
Customizing a Plug-in Wrapper
Stack That Siebel Open UI Uses to Render Objects
Items in the Development Architecture You Can Modify
Example Client Customizations
Differences in the Server Architecture Between High Interactivity and Siebel Open UI
Differences in the Client Architecture Between High Interactivity and Siebel Open UI
Life Cycle of User Interface Elements
Summary of Presentation Model Methods
Life Cycle of a Physical Renderer
Example of the Life Cycle of a User Interface Element
Explanation of Callouts
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Example of Customizing Siebel Open UI
Roadmap for Customizing Siebel Open UI
Process of Customizing the Presentation Model
Creating the Presentation Model
Customizing the Setup Logic of the Presentation Model
Customizing the Presentation Model to Identify the Records to Delete
Customizing the Presentation Model to Delete Records
Overriding Predefined Methods in Presentation Models
Customizing the Presentation Model to Handle Notifications
Attaching an Event Handler to a Presentation Model
Customizing Methods in the Presentation Model to Store Field Values
Customizing the Presentation Model to Call the Siebel Server and Delete a Record
Process of Customizing the Physical Renderer
Setting Up the Physical Renderer
Customizing the Physical Renderer to Render the Carousel
Customizing the Physical Renderer to Bind Events
Customizing the Physical Renderer to Bind Data
Customizing the Physical Renderer to Refresh the Carousel
Modifying CSS Files to Support the Physical Renderer
Process of Customizing the Plug-in Wrapper
Creating the Plug-in Wrapper
Customizing the Plug-in Wrapper to Display the Control Differently
Customizing the Plug-in Wrapper to Bind Custom Events to a Control
Customizing the Plug-in Wrapper to Define Custom Events
Customizing the Plug-in Wrapper to React to Value Changes of a Control
Attaching the Plug-in Wrapper to a Control Conditionally
Configuring the Manifest for the Recycle Bin Example
Configuring the Manifest for the Color Box Example
Testing Your Modifications
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Customizing Siebel Open UI
Guidelines for Customizing Siebel Open UI
Guidelines for Customizing Presentation Models
Guidelines for Customizing Physical Renderers
Guidelines for Customizing Plug-in Wrappers
Guidelines for Customizing Presentation Models and Physical Renderers and Plug-in Wrappers
Doing General Customization Tasks
Preparing Siebel Tools to Customize Siebel Open UI
Modifying the Application Configuration File
Deriving Presentation Models, Physical Renderers and Plug-in Wrappers
Adding Presentation Model Properties That Siebel Servers Send to Clients
Configuring Siebel Open UI to Bind Methods
Calling Methods for Applets and Business Services
Using the Base Physical Renderer Class With Nonapplet Objects
Creating Components
Customizing How Siebel Open UI Displays Error Messages
Customizing Navigation Options
Example of Restricting Navigation Options
Customizing Events
Refreshing Custom Events
Overriding Event Handlers
Attaching an Event Handler to an Event
Attaching More Than One Event Handler to an Event
Stopping Siebel Open UI From Calling Event Handlers
Attaching and Validating Event Handlers in Any Sequence
Customizing the Sequence that Attaches and Validates Event Handlers
Using AttachEventHandler Prior to Siebel CRM Release 8.1.1.13
Overriding the OnControlEvent Method and Then Calling a Superclass
Allowing Blocked Methods for HTTP GET Access
Managing Files
Organizing Files That You Customize
Updating Relative Paths in Files That You Customize
Specifying Dependencies Between Presentation Models or Physical Renderers and Other Files
Configuring Manifests
Overview of Configuring Manifests
Configuring Custom Manifests
Adding Custom Manifest Expressions
Adding JavaScript Files to Manifest Administrative Screens
About Preferences
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Customizing Styles, Applets, Fields, and Controls
Customizing Logos, Themes, Backgrounds, Tabs, Styles, and Fonts
Customizing the Logo
Customizing Themes
Customizing the Synergy Theme
Customizing the Aurora Theme
Customizing Browser Tab Labels
Using Cascading Style Sheets to Modify the Position, Dimension, and Text Attributes of an Object
Adding Fonts to Siebel Open UI
Customizing Applets
Displaying and Hiding Fields
Allowing Users to Drag and Drop Data Into List Applets
Expanding and Collapsing Applets
Customizing List Applets to Display a Box List
Customizing List Applets to Render as Carousels
Customizing List Applets to Render as Maps
Customizing List Applets with Class Names
Disabling Oracle Maps
Configuring the Focus in Siebel Applets
Adding Static Drilldowns to Applets
Allowing Users to Change the Applet Visualization
Displaying Applets Differently According to the Applet Mode
Adding Custom User Preferences to Applets
Customizing Applets to Capture Signatures from Desktop Applications
Customizing Applets to Capture Signatures for Siebel Mobile Applications
Customizing Applets to Display Record Counts for Navigation Links
Customizing Controls
Creating and Managing Client-Side Controls
Displaying Control Labels in Different Languages
Customizing the Busy Cursor to Display While a Business Service Executes
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Customizing Calendars and Schedulers
Customizing Calendars
Using Fields to Customize Event Styles for the Calendar
Allowing Users to Copy Items from List Applets to Create Calendar Events
Customizing Event Styles for the Calendar
Customizing Calendar Work Days
Customizing How Calendars Display Timestamps
Replacing Standard Interactivity Calendars
Customizing How Users View Calendar Availability
Customizing the Calendar All Day Slot
Customizing Resource Schedulers
Overview of Customizing Resource Schedulers
Customizing a Resource Scheduler
Customizing the Filter Pane in Resource Schedulers
Customizing the Resource Pane in Resource Schedulers
Customizing the Timescale Pane in Resource Schedulers
Customizing the Schedule Pane in Resource Schedulers
Customizing Participant Availability in Resource Schedulers
Customizing Tooltips in Resource Schedulers
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Configuring Siebel Open UI to Interact with Other Applications
Displaying Data from External Applications in Siebel Open UI
Siebel Portal Framework
Integrating External Content
Displaying Data from External Applications in Siebel Views
Displaying Data from External Applications in Siebel Applets
Displaying Data from Siebel Open UI in External Applications
Displaying Siebel Portlets In External Applications
Configuring Advanced Options
Configuring Communications with Siebel Portlets When Hosted Inside iFrame
Additional Considerations
Limitations
Preparing Standalone Applets
Using iFrame Gadgets to Display Siebel CRM Applets in External Applications
SWE API
Web Engine HTTP TXN Business Service
About the Web Engine HTTP TXN Business Service
Web Engine HTTP TXN Business Service API
Example of Using Web Engine HTTP TXN Business Service
Sample Code for Invoking Methods of Web Engine HTTP TXN Business Service
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Customizing Siebel Open UI for Siebel Mobile Disconnected
Overview of Customizing Siebel Open UI for Siebel Mobile Disconnected
Operations You Can Customize When Clients Are Offline
Operations You Cannot Customize When Clients Are Offline
Process of Customizing Siebel Open UI for Siebel Mobile Disconnected
Doing General Customization Tasks for Siebel Mobile Disconnected
Modifying Manifest Files for Siebel Mobile Disconnected
Registering Methods to Make Sure Siebel Open UI Runs Them in the Correct Sequence
Using Siebel Business Services or JavaScript Services to Customize Siebel CRM Objects
Using Custom JavaScript Methods
Using Custom Siebel Business Services
Configuring Data Filters
Configuring Objects That Siebel Open UI Does Not Display in Clients
Configuring Error Messages for Disconnected Clients
About Siebel Mobile Application Logging
Customizing Siebel Pharma for Siebel Mobile Disconnected Clients
Configuring Interactive Detailing in the Siebel Open UI Application for Siebel Pharma
Customizing Siebel Service for Siebel Mobile Disconnected Clients
Allowing Users to Commit Part Tracker Records
Allowing Users to Return Parts
Allowing Users to Set the Activity Status
Methods You Can Use to Customize Siebel Mobile Disconnected
Methods You Can Use in the Applet Class
Methods You Can Use in the Business Component Class
Methods You Can Use in the Business Object Class
Methods You Can Use in the Business Service Class
Methods You Can Use in the Application Class
Methods You Can Use in the Model Class
Methods You Can Use in the Service Model Class
Methods You Can Use in Offline Classes
Other Methods You Can Use with Siebel Mobile Disconnected
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Application Programming Interface
Overview of the Siebel Open UI Client Application Programming Interface
Methods of the Siebel Open UI Application Programming Interface
Presentation Model Class
Presentation Model Class for Applets
Presentation Model Class for List Applets
Presentation Model Class for Menus
Physical Renderer Class
Plug-in Wrapper Class
Plugin Builder Class
Template Manager Class
Event Helper Class
Business Component Class
Applet Class
Applet Control Class
GetEDEnabled Method
Business Service Class
Application Model Class
Control Builder Class
Locale Object Class
Component Class
Component Manager Class
Other Classes
Methods for Pop-Up Objects, Google Maps, and Property Sets
Pop-Up Presentation Models and Physical Renderers
Methods of the Popup Physical Renderer
Method That Integrates Google Maps
Methods That Manipulate Property Sets
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Reference Information for Siebel Open UI
Life Cycle Flows of User Interface Elements
Life Cycle Flows That Save Records
Life Cycle Flows That Handle User Navigation
Life Cycle Flows That Send Notifications
Life Cycle Flows That Create New Records in List Applets
Life Cycle Flows That Handle User Actions in List Applets
Notifications That Siebel Open UI Supports
Summary of Notifications That Siebel Open UI Supports
Using Notifications with Operations That Call Methods
NotifyGeneric Notification Type
NotifyStateChanged Notification Type
Example Usages of Notifications
Property Sets That Siebel Open UI Supports
Siebel CRM Events That You Can Use to Customize Siebel Open UI
Events That You Can Use to Customize Form Applets
Events That You Can Use to Customize List Applets
Languages That Siebel Open UI Supports
Languages That Siebel Open UI Supports for Windows, AIX, Oracle Solaris, and HP-UX
Languages That Siebel Open UI Supports for Linux RH, Linux SuSe, Enterprise Linux, and Java Locale Code
Screens and Views That Siebel Mobile Uses
Screens and Views That Siebel Consumer Goods Uses
Screens and Views That Siebel Sales Uses
Screens and Views That Siebel Service Uses
Screens and Views That Siebel Pharma Uses
Controls That Siebel Open UI Uses
Predefined Controls That Siebel Open UI Uses
Other Controls That Siebel Open UI Uses
Browser Script Compatibility
Sequence That Siebel Open UI with Custom Browser Script
How Siebel Open UI Handles Custom Client Scripts
Browser Script Object Types
Event Handlers You Can Use to Handle Predefined Events
Event Handlers You Can Use to Handle Predefined DOM Events
Methods You Can Use in Browser Script
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Post-Upgrade Configuration Tasks
Updating Physical Renderer Customizations for Controls
Control DOM Access and Changes
Control Value Access and Changes
Control State Manipulation
Modifying Physical Renderer Code for Event Helper
Binding Stray DOM Events
Binding Events for Controls
Overriding Plug-In Wrappers
About Overriding Plug-In Wrappers
Overview of the Skeleton Structure of a Plug-in Wrapper
About Presentation Model-Injected APIs in Plug-in Wrappers
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Glossary
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