3Deploying Siebel Open UI for Siebel CRM

Deploying Siebel Open UI for Siebel CRM

This chapter provides information about how to deploy Siebel Open UI for Siebel CRM. It contains the following topics:

About Deploying Siebel Open UI

Deploying Siebel Open UI for Siebel CRM is relatively straightforward. In most cases, you can migrate your Siebel CRM applications to Siebel Open UI without a significant development effort.

The tasks that you must perform, or can perform, depend on whether you are installing the current release in a new deployment or are installing it for an existing deployment. Separate roadmap topics are provided for these two cases. Use the correct roadmap for your installation case.

Note: The roadmap topics are intended to clarify the sequence of tasks in each of these cases. The roadmaps do not cover all of the required tasks. The tasks that you must perform also depend on which RDBMS you are using for the Siebel database, which Siebel CRM products you are installing, your configuration requirements, and other considerations.

Most of the steps to install and deploy Siebel CRM are described in detail in the Siebel Installation Guide for the operating system you are using and are not specific to Siebel Open UI. See other documentation that is noted in the roadmap topics or in Related Information About Deploying Siebel Open UI.

The tasks for deploying Siebel Open UI are outlined in the following topics:

Note: The tasks and requirements for performing a database upgrade, such as upgrading from Siebel CRM version 8.0.0.x, or for migrating from Siebel Cross-Industry Applications to Siebel Industry Applications, are outside the scope of this guide. Many of the tasks in the roadmaps for new or existing deployments also apply in these upgrade and migration cases. For more information about these upgrade and migration tasks, see Siebel Database Upgrade Guide.

Related Topics

Overview of Siebel Open UI

Features of Siebel Open UI

Roadmap for Deploying Siebel Open UI in a New Deployment

To deploy applications using Siebel Open UI in a new Siebel CRM deployment of the current release, you perform the following tasks:

  1. Review all of the applicable documentation and requirements.

    For more information, see Overview of Siebel Open UI including Related Information About Deploying Siebel Open UI. See also About Deploying Siebel Open UI.

  2. Perform a new installation of Siebel CRM version 17.0. Use the documented methods for performing new installations of all applicable Siebel modules.

    You must install at least the Siebel Gateway, the Siebel Server and the Database Configuration Utilities, and the Siebel Application Interface. Also install Siebel Mobile Web Clients, Siebel Tools, and other modules, as needed. For more information about the requirements and tasks for new installations, see the Siebel Installation Guide for the operating system you are using.

  3. Install the latest Siebel CRM 19.x Update release for all installed modules.

    See the Siebel Installation Guide for the operating system you are using. See also Siebel CRM Update Guide and Release Notes on My Oracle Support for the latest Siebel CRM 19.x Update release.

  4. On the computer or operating system instance 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 the current release. For more information, see the Siebel Installation Guide for the operating system you are using.

  5. Run the Siebel Management Console and configure the Siebel Gateway, and then configure the Siebel Enterprise.

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

  6. Run the Siebel Management Console and configure the Siebel Server.

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

  7. Run the Siebel Management Console and configure the Siebel Application Interface.

    You can configure all of the applications for which Application Object Manager components exist at the time that you configure the Siebel Application Interface. For more information, see the Siebel Installation Guide for the operating system you are using.

  8. (Optional) As needed, perform configuration (customization) tasks for your Siebel Open UI applications. Publish and distribute updates to the Siebel runtime repository that include your own custom Siebel Repository content. Update the Siebel runtime repository for the Siebel Servers and Siebel Mobile Web Clients.

    For more information, see Configuring Siebel Open UI and Using Siebel Tools.

  9. 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.

    Your deployment process probably will include multiple phases of testing.

Related Topics

About Deploying Siebel Open UI

Roadmap for Deploying Siebel Open UI in an Existing Deployment

Siebel Open UI Client Requirements

Roadmap for Deploying Siebel Open UI in an Existing Deployment

To deploy Siebel Open UI applications for the current release in an existing Siebel CRM deployment of a prior release, you perform the following tasks:

  1. Review all of the applicable documentation and requirements.

    For more information, see Overview of Siebel Open UI including Related Information About Deploying Siebel Open UI. See also About Deploying Siebel Open UI.

  2. Perform a migration installation of Siebel CRM version 17.0. Use the documented methods for performing migration installations for all applicable installed Siebel modules.

    Perform the migration installation for Siebel Application Interface (for an existing instance of Siebel Web Server Extension for a prior version), Siebel Gateway, Siebel Server, Siebel Mobile Web Clients, and Siebel Tools. For more information about the requirements and tasks for migration installations, see the Siebel Installation Guide for the operating system you are using.

  3. Install the latest Siebel CRM 19.x Update release for all installed modules.

    See the Siebel Installation Guide for the operating system you are using. See also Siebel CRM Update Guide and Release Notes on My Oracle Support for the latest Siebel CRM 19.x Update release.

  4. Run Incremental Repository Merge for the Siebel database.

    Your Siebel database will include all of the repository updates and seed data to support the functionality of the current release. For more information about the requirements and tasks for running Incremental Repository Merge, see Siebel Database Upgrade Guide.

  5. Depending on your deployment strategy and requirements and on the specific products that you are using, determine which applications to deploy.

    For more information, see Siebel CRM Applications That You Can Deploy Using Siebel Open UI.

  6. As needed, to deploy newer Siebel CRM applications for Siebel Open UI that did not exist when you originally configured your Siebel CRM environment, do the following:

    1. Reconfigure the Siebel Server or install and configure a new instance of Siebel Server.

    2. Configure the Siebel Application Interface or install and configure a new instance of Siebel Application Interface. (You must configure the Siebel Application Interface in all cases.)

    For example, you might need to perform these tasks to use Siebel Self Service or Siebel Partner Portal, if these applications did not exist when you initially configured the Siebel applications. For more information, see applicable product-specific documentation and the Siebel Installation Guide for the operating system you are using.

    For steps to deploy the Siebel Mobile applications, see also Siebel Mobile Guide: Disconnected or Siebel Mobile Guide: Disconnected.

  7. As needed, perform configuration (customization) tasks for your Siebel Open UI applications.

    For example, you might need to perform some of the tasks described in Migration Tasks for Siebel Open UI. See also Configuring Siebel Open UI and the Siebel Installation Guide for the operating system you are using.

  8. Publish and distribute updates to the Siebel runtime repository that include your own custom Siebel Repository content. Also update the Siebel runtime repository for Siebel Mobile Web Clients.

    For more information, see Using Siebel Tools.

  9. 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.

    Your deployment process probably will include multiple phases of testing.

Related Topics

About Deploying Siebel Open UI

Roadmap for Deploying Siebel Open UI in a New Deployment

Siebel Open UI Client Requirements

Migration Tasks for Siebel Open UI