1. SmartScript Administration Guide
  2. What's New in This Release

5Upgrading SmartScripts

Upgrading SmartScripts

This chapter contains an overview of the tasks required to migrate a pre-Siebel 7 SmartScript to the current release. Each topic contains a cross-reference to detailed instructions within this guide. This chapter also describes how to upgrade Script Wizards to SmartScripts. It also outlines performance and design implications you need to consider before you migrate data from the SmartScripts created in the previous releases to the current release. It covers the following topics:

Note: As a general rule, always unrelease the released version of a script, and release it again after the upgrade process.

Overview of Migrating from Siebel 7 or Earlier Releases of SmartScript

The following section provides an overview of the issues involved in migrating data from Siebel 7 or earlier releases of SmartScript. Cross-references point you toward other chapters in this guide that provide detailed instructions:

  • VB and eScripts. Support any VB or eScript that has been written inside Siebel SmartScript after the upgrade, because it runs on the server. Any upgrade issues with upgrading the code are generic to the application and are discussed in the Siebel Database Upgrade Guide. For information on VB and eScripts see Extending Scripts with Siebel VB and Siebel eScript.

  • Question displays. Post-Siebel 7 SmartScript questions display differently than in earlier releases. With version 7 and later releases, the maximum number of questions in a given page display at once in a page section. Question Reveal functions are not supported in post-Siebel 7 SmartScript (for example, show one at a time, all at once, and so on). You can still control what question displays by changing the location of branches in the script logic and the location of the VB or eScript. For more information, see Working with Questions, Answers, and Translations.

  • Question translations. Every question in your SmartScript must have a translation in the same language in order for the SmartScript to execute.

  • Layout of Questions. The layout of SmartScripts is determined by the template. Administrators can modify the template if they want to change the layout. However, the ability to control the layout from the SmartScript definition is not supported in post-Siebel 7 SmartScript. See Customizing a SmartScript User Interface for more information.

  • Text Formatting. Any question, page, script, or answer text can be formatted using HTML tags. However, the Styles feature from pre-Siebel 7 SmartScript is no longer supported. See Customizing a SmartScript User Interface for more information.

  • Dashboard. The SmartScript dashboard has been replaced with the customer dashboard, which is available throughout the application. The active clock showing the current time elapsed is only available to customers using Siebel SmartScript along with CTI. See Modifying the Customer Dashboard for more information.

  • Script Wizard. Post-Siebel 7 SmartScript includes a feature to convert the Script Wizard scripts to SmartScripts. Script Wizard is no longer supported as a separate feature. See Converting a Script Wizard into a SmartScript for more information.

Converting a Script Wizard into a SmartScript

Siebel Script Wizard was a tool that created scripts that populated the fields of a single applet, instead of scripts that represented an entire transaction’s workflow. Post-Siebel 7 SmartScript does not allow you to create or use Script Wizards, but it does help you convert them into regular scripts.

The conversion process involves the following steps:

  • Use the convert utility to convert a Script Wizard into a SmartScript

  • Establish the business object information for the script and the questions

  • Select the correct picklist applet information for the reconstituted script

  • Add a Save Currency Field if the field is a currency field

Note: Script Wizards appear only in the Script Wizard view of the Administration - SmartScript screen.

To convert a Script Wizard into a SmartScript script

  1. Navigate to Administration - SmartScript screen > Script Wizard view.

  2. Select or import the Script Wizard that you want to convert.

    You can import Script Wizards from a different environment but all Script Wizards must be upgraded before they can run in a post-Siebel 7 environment.

  3. Select Convert from the Script Wizards menu.

    The confirmation view appears. After you click OK, the script no longer appears in the Script Wizard view, but only in the SmartScript view.

  4. Navigate to the Administration - SmartScripts screen > Scripts view.

  5. Select the script that you converted in Step 2. Make sure that the value that appears in the Business Component field is the name of the business component on which the script button that invokes the SmartScript is based.

    For more information, see Creating Questions.

    Note: The Business Component column does not appear by default in the Scripts view.

  6. Navigate to the Administration - SmartScripts screen > Questions view, and select the first question in the script, then enter a value in the Save Business Object field.

    For more information, see Creating Questions.

  7. For each question, specify how the answer data will be selected.

    If the answer data is to be selected from an applet, the Save Field must specify the appropriate data for that applet, and a Pick Applet or Mvg Applet must be selected.

    Note: If the answer field is a currency field you must add a Save Currency Field to make sure that the field is updated.

  8. Check all the other details in the script to make sure that no part of the script has been omitted and that it functions properly.

    It is recommended that you verify and test the Script Wizard-based script as you would any new script.

  9. Release the script.

    Note: Entering the business component at the script level allows the new SmartScript to automatically execute from the script buttons on the Account, Opportunity, and Contact profile views.