Overview of Siebel Open UI

This chapter provides an overview of Siebel Open UI, the user interface for Siebel CRM. It contains the following topics:

About This Guide

This guide, Deploying Siebel Open UI, describes how to deploy Siebel Open UI for Siebel CRM.

Note: In general, it is assumed that you have installed Siebel Innovation Pack 2017. For more information, see the Siebel Installation Guide for the operating system you are using.

This guide complements other documentation on the Siebel Bookshelf, such as Configuring Siebel Open UI and Siebel Fundamentals Guide. Use it also with the Siebel Installation Guide for the operating system you are using, Siebel Deployment Planning Guide, Using Siebel Tools, and other guides.

Note: Configuring Siebel Open UI contains useful technical information about Siebel Open UI, most of which applies to those who are configuring their applications to take advantage of the many capabilities available in Siebel Open UI.

This guide provides information that applies to any customer deploying Siebel CRM for the current release. This guide also places the deployment tasks that you need to perform within the context of the overall deployment process. Most of the tasks are described in detail in other guides, particularly those relating to installation and deployment. (Fewer deployment tasks are covered than in previous updates of this guide, because only Siebel Open UI is supported in the current release.)

Related Books

Siebel Installation Guide for the operating system you are using

Configuring Siebel Open UI

Siebel Fundamentals Guide

Siebel Deployment Planning Guide

Using Siebel Tools

Siebel Open UI Deployment Guide, 1499842.1 (Article ID) on My Oracle Support

About Siebel Open UI

To respond to the need for broad support of clients and devices for Siebel CRM, to ease the application deployment process, and to improve the application user's experience, Oracle provides a standards-based, open client for Siebel CRM, which is called Siebel Open UI.

This topic contains the following information:

Characteristics and Features of Siebel Open UI

Siebel Open UI is a standards-based, open client for Siebel CRM. Siebel Open UI provides a rich user interface experience in any modern browser, as noted in Browser Standards and Performance Requirements.

The following are some of the characteristics and features of Siebel Open UI:

Based on Web client standards. The Siebel Open UI client is an open client based on Web client standards and is a type of rich Internet application. This client runs on any modern standards-compliant browser available on any computing device, but works best on personal computers or laptops. The application layout of tabs, forms, and other user interface elements is determined by the form factor of the browser and the computing device. Using recent browser versions is strongly recommended for optimal functionality and performance.
The Siebel Open UI client is optimized for a broad variety of devices, including mobile devices and desktop computers.
Siebel Open UI uses versions of HTML, CSS (cascading style sheets), and JavaScript that are supported by recent versions of most modern browsers. For more information, see Siebel Open UI Client Requirements and related topics.
Siebel Open UI requires no browser configuration or special deployment steps on the client computer.
Native browser features in the Siebel Open UI client include browser history, print and print preview, zoom, email links, find, and save page. For more information about the features of Siebel Open UI, see Features of Siebel Open UI.
Easy to use and configurable by users. Many aspects of the user interface have been redesigned in Siebel Open UI. Several configuration and personalization options are available for users, including user preferences for left-hand navigation, tab navigation, and visual themes. For more information about using Siebel Open UI, see Siebel Fundamentals Guide.
Accessible. Siebel Open UI supports Web client standards that are intended to make Web content and Web applications more accessible for people with disabilities and easier to use for all users. Accessibility is supported by keyboard shortcuts and navigation options. The accessibility features are available for any user, where the browser supports the necessary standards. For more information about accessibility for Siebel Open UI, see Siebel Fundamentals Guide.
Easy to deploy on the client. Using the Siebel Open UI client requires only a suitable browser, a URL, and credentials to log in. No browser configuration or special deployment steps are required on the client computer. However, users can deploy the software modules Desktop Integration Siebel Agent (DISA) or the Outlook to Siebel Drag and Drop addin to extend Siebel application capabilities within the installed browser. For more information, see Desktop Integration Siebel Agent Guide. See also the Siebel Installation Guide for the operating system you are using.
Easy to deploy on the server. No deployment tasks are required on the server for deploying Siebel Open UI. All Siebel CRM applications provided in the current release use Siebel Open UI.
For existing applications that you are migrating to Siebel Open UI, some additional tasks might apply, depending on your deployment requirements. Some of these are noted in the Siebel Installation Guide for the operating system you are using. For more information about deploying Siebel Open UI, see Deploying Siebel Open UI for Siebel CRM.
Configurable by developers. You can configure Siebel Open UI by using the JavaScript application programming interface (API) or by customizing the cascading style sheets. You can perform configuration tasks using Siebel Tools or Siebel Web Tools, customize Siebel Web templates, and use your existing browser scripts. The Siebel Open UI client can also simplify integrating Siebel CRM with other applications. For information about configuring Siebel Open UI, see Configuring Siebel Open UI. See also Using Siebel Tools and Configuring Siebel Business Applications.
The Siebel Mobile applications are built for specific use cases and are optimized for touch-based mobile devices. For information about configuring Siebel Mobile applications, see Configuring Siebel Open UI, Siebel Mobile Guide: Connected, and Siebel Mobile Guide: Disconnected.

In summary, the product changes for Siebel Open UI improve the usability, deployment, development, and integration options for Siebel CRM. You can expect many benefits by deploying Siebel CRM with Siebel Open UI. For more information, visit this site:

http://my.oracle.com/go/Siebel/

This topic is part of About Siebel Open UI.

Siebel CRM Applications That You Can Deploy Using Siebel Open UI

Siebel Open UI provides a single framework to meet the needs that are associated with a variety of use cases for Siebel CRM. You can deploy Siebel Open UI for all current Siebel CRM applications, whether employee applications, customer applications, or partner applications.

In an upgrade or migration case, existing applications that were deployed in high interactivity or standard interactivity for your prior release convert automatically to Siebel Open UI.

For support exceptions and other information about the applications and features that are available in Siebel Open UI, see Siebel Open UI Deployment Guide, 1499842.1 (Article ID) on My Oracle Support.

For more information about installing and configuring Siebel CRM, see the Siebel Installation Guide for the operating system you are using. See other applicable product-specific documentation.

This topic is part of About Siebel Open UI.

Related Information About Deploying Siebel Open UI

For more information about installing, deploying, and configuring Siebel CRM and about Siebel Open UI, see the following related books and articles. Most of the books are found on the Siebel Bookshelf.

For the latest information about the functionality that is available for Siebel Open UI, see Siebel Open UI Deployment Guide, 1499842.1 (Article ID) on My Oracle Support.
For the browsers supported by Siebel Open UI, either by being listed as certified or because they support particular standards, and for support information for Siebel CRM in general, see the Certifications tab on My Oracle Support. For more information, see 1492194.1 (Article ID) on My Oracle Support. See also Siebel Open UI Client Requirements and related topics.
For information about planning your deployment of Siebel CRM, see Siebel Deployment Planning Guide.
For information about installing and configuring the current release, see the Siebel Installation Guide for the operating system you are using.
For installing the current release, the installation guides describe new installation as well as migration installation for an existing deployment of a release prior to Siebel CRM 17.0. They also describe installing a new Siebel database, configuring the Siebel Enterprise Server modules and the Siebel Application Interface, and performing postinstallation tasks. See also Install & Configure Advisor: Siebel Innovation Pack 2017 (17.0), 2277538.2 (Article ID) on My Oracle Support.
For information about Siebel CRM 19.x Update releases, see Siebel CRM Update Guide and Release Notes on My Oracle Support, 2382435.1 (Article ID), for each applicable release.
For information about using the Incremental Repository Merge feature or about upgrading your Siebel database, see Siebel Database Upgrade Guide.
You perform the necessary tasks after installing the current release and before performing any applicable configuration tasks. For more information about how upgrade tasks fit into your overall installation and deployment, see the Siebel Installation Guide for the operating system you are using.
For information about configuring server components, such as Application Object Managers, see Siebel System Administration Guide.
For information about configuring security for Siebel CRM, see Siebel Security Guide.
For information about configuring Siebel Open UI for Siebel CRM, see Configuring Siebel Open UI. For additional information about configuring Siebel CRM, see Configuring Siebel Business Applications, Using Siebel Tools, Siebel Developer's Reference, and related guides.
For information about using Siebel CRM applications, see Siebel Fundamentals Guide.
For information about the Siebel Mobile applications, see Siebel Mobile Guide: Connected and Siebel Mobile Guide: Disconnected.
For more information about Siebel Open UI as it pertains to particular Siebel application functionality, see other relevant guides on the Siebel Bookshelf.

2Overview of Siebel Open UI