siebel maintenance release guide version 8.1.1.x, rev. r
DESCRIPTION
Siebel MaintenanceRelease GuideVersion 8.1.1.x, Rev. RFebruary 2011TRANSCRIPT
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Contents
Release Notes for the Siebel 8.1.1.4 Fix Pack 7
What’s New in This Revision 9
Quick Fixes Included in 8.1.1.x Fix Packs 11
Enhancements and Updates in 8.1.1.x Fix Packs 33Enhancements and Updates in Version 8.1.1.4 33Enhancements and Updates in Version 8.1.1.3 34Enhancements and Updates in Version 8.1.1.2 36Enhancements and Updates in Version 8.1.1.1 37
Configuration Instructions for Enhancements and Updates 40Instructions for ACR 358 42Instructions for ACR 403 42Instructions for ACR 422 46Instructions for ACR 426 67Instructions for ACR 437 90Instructions for ACR 439 91Instructions for ACR 439B 92Instructions for ACR 450 95Instructions for ACR 452 96Instructions for ACR 456 98Instructions for ACR 457 100Instructions for ACR 463 104Instructions for ACR 464 143Instructions for ACR 467 151Instructions for ACR 468 158Instructions for ACR 471 160Instructions for ACR 474 and ACR 508 160Instructions for ACR 475 231Importing Non-ENU Symbolic Strings 255Importing the Seed Data in the ACR 475B_UCM_2.zip File 255Instructions for ACR 476 277Instructions for ACR 480 281Instructions for ACR 488 292Instructions for ACR 494 292Instructions for ACR 499 292Instructions for ACR 500 319Instructions for ACR 502 345
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 3
Contents n
Instructions for ACR 508 357Instructions for ACR 526 362Instructions for ACR 539 363Instructions for ACR 543 385Instructions for ACR 562 388Instructions for ACR 574 433Instructions for ACR 623 439Instructions for ACR 626 439Instructions for BI Publisher Enhancements 442
Siebel Fix Pack Installation Instructions 442Siebel Fix Pack Installation Overview 442About Installing Siebel Fix Packs 446Installing the Siebel Fix Pack on Microsoft Windows 447Installing the Siebel Fix Pack on UNIX 453Configuring Slipstream Patch Installation 457Postinstallation Task for the Siebel Server 459Postinstallation Task for the Web Server 459Postinstallation Tasks for High Interactivity Clients 460Postinstallation Task for Supporting Additional Languages 460Uninstalling Siebel Fix Packs 461
Resolved Change Requests 463Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack 464Analytics 464Call Center 465Comm Media Energy 467Connectors/EAI 467Consumer Sector 468Customer Order Management 472Data Quality 477General 478Life Sciences 488Loyalty 490Marketing 492Mobile Solutions 496Partner Relationship Management 498Public Sector 498Sales 498Service 499Siebel E-commerce for Comms 500Siebel Self Service Common 500Universal Customer Master 501User Interface 506
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R4
Contents n
Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack 508Call Center 508Web Service 508Comm Media Energy 512Connectors/EAI 516Consumer Sector 517Customer Order Management 518Data Quality 521Financial Services 521General 522iHelp 537Life Sciences 537Loyalty 542Marketing 543Mobile Solutions 545Partner Relationship Management 547Public Sector 547Sales 547Service 548Siebel eMail Response 549Siebel Self Service eCommon 549User Interface 550Resolved Change Requests in the Siebel 8.1.1.2 Fix Pack 553Web Service 553Call Center 554Comm Media Energy 555Connectors/EAI 555Consumer Sector 556Customer Order Management 556Data Quality 558General 558iHelp 569Life Sciences 569Marketing 570Mobile Solutions 572Sales 573Service 574Siebel eMail Response 574Siebel Self-Service Common 574Travel & Transportation 575User Interface 575Resolved Change Requests in the Siebel 8.1.1.1 Fix Pack 578
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 5
Contents n
Call Center 578Web Service 578Comm Media Energy 580Connectors / EAI 581Consumer Sector 582Customer Order Management 595Data Quality 601Financial Services 601General 602Life Sciences 630Loyalty 632Marketing 635Mobile Solutions 639Partner Relationship Management 640Public Sector 641Sales 641Service 642Siebel E-Commerce 643Siebel E-Commerce for Comms 646Siebel eMail Response 656Siebel E-Support 661Siebel Self Service Common 661Travel & Transportation 663Universal Customer Master 669User Interface 672Web Service 688
Oracle Welcomes Your Comments 739
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R6
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R
February 2011This guide includes the following topics:
■ What’s New in This Revision on page 9
■ Quick Fixes Included in 8.1.1.x Fix Packs on page 11
■ Enhancements and Updates in 8.1.1.x Fix Packs on page 33
■ Configuration Instructions for Enhancements and Updates on page 40
■ Siebel Fix Pack Installation Instructions on page 453
■ Resolved Change Requests on page 463
■ Oracle Welcomes Your Comments on page 739
Release Notes for the Siebel 8.1.1.4 Fix PackThe following section contains information about known issues with this Fix Pack and any available workaround information.
Missing Repository Objects and Seed Data When Installing ACR 499, ACR 500 and ACR 502After ACR 499, ACR 500, and ACR 502 have been installed, an error occurs when submitting an bulk request. The status of the bulk request changes to partially complete, but the following error displays in the Exceptions link: “Error in synchronize step: Integration component type ‘Deleted item’ is not a valid child type for component type ‘Line item’ (SBL-EAI-04008)”.
For more information about this error and for steps to resolve it, see Doc ID 1295924.1 on My Oralce Support.
Dmutl2.exe Changes to Read-Only After Database InitializationCategory: Remote
Subcategory: DB Init
Product Version: 8.1.1.4
Change Request: 12-1Y3OYFP
The dmutl2.exe file becomes read-only after database initialization.
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 7
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Release Notes for the Siebel 8.1.1.4 Fix Pack
Use the following workaround if you already have the Mobile Web Client installed.
1 Install the 8.1.1.4 Fix Pack.
2 Before you run dbxtract and dbinit, empty the mwc_8114> folder. For example, empty C:\Siebel\<mwc_8114>\UPGRADE.
3 Run dbxtract and dbinit.
The dmutl2.exe file becomes writable.
NOTE: You only need to empty the folder once.
ADM Deployment Fails on AIXCategory: Application Deployment Manager
Subcategory: Framework
Product Version: 8.1.1.4
Change Request: 12-210GXT7
Use the following workaround to address this issue:
1 Make sure that 8.1.1.4 'Management Server' uses JRE1.6.
2 Make sure that 8.1.1.4 'Management Agent' uses JRE1.5.
3 After applying the 8.1.1.4, patch bring down all the services, the Gateway Server, Siebel Server, and the agent.
4 Get the workaround 'classes.tar' file from 8.1.1.4SIA[21225]\Release\AIX\Server\Siebel_Enterprise_Server and copy it to a temporary location on your enterprise machine.
5 Execute the copyjar.ksh file as shown below (hence it can replace the respective jar files):
copyjar.ksh </siebel_root>
copyjar.ksh /export/home/qa1/21225/ses
Once it executes successfully, it will display the copied info on the console.
6 Restart all services and continue with deployments.
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R8
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ What’s New in ThisRevision
What’s New in This RevisionTable 1 describes the changes in this version of the documentation.
Table 1. What’s New in Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R
Topic Description
“Siebel Fix Pack Installation Instructions” on page 442
Updated this section.
“Instructions for ACR 526” on page 362 Added section with cross-reference to My Oracle Support article with detailed information and configuration instructions for ACR 526 (Doc ID 1296984.1.) (Rev. Q)
“Instructions for ACR 499” on page 292 Corrected Step 8 in procedures for modifying the ABO Bulk Request SIS OM Quote IO map and the ABO Bulk Request SIS OM Order map. (Rev. Q)
“Release Notes for the Siebel 8.1.1.4 Fix Pack”
Added cross-reference to known issue that affects ACR 499, ACR 500, and ACR 502. (Rev. Q)
“Instructions for ACR 502” Revised this section. (Rev. Q)
“Instructions for ACR 475” Revised this section. (Rev. P)
“Release Notes for the Siebel 8.1.1.4 Fix Pack” on page 7
Added information about CR 12-1Y3OYFP. (Rev. P)
“Instructions for ACR 500” on page 319 Added information about two known issues with ACR 500, and workaround information for these issues. (Rev. P)
“Release Notes for the Siebel 8.1.1.4 Fix Pack” on page 7
Added this section to describe known issues with the 8.1.1.4 release. (Rev.O)
“Configuration Instructions for Enhancements and Updates”
“Resolved Change Requests”
Updated these sections for the 8.1.1.4 GA release. (Rev. O)
“Configuration Instructions for Enhancements and Updates”
Added a note to indicate that customers only need to perform the configuration changes if they are implementing the ACRs. (Rev. N)
“Quick Fixes Included in 8.1.1.x Fix Packs”
“Configuration Instructions for Enhancements and Updates”
“Resolved Change Requests”
Updated these sections for the Siebel 8.1.1.4 Fix Pack prerelease. (Rev. N)
“Instructions for ACR 474 and ACR 508” Added two workflows. (Rev. M)
“Instructions for ACR 474 and ACR 508” Added crucial “known issues” information and made a few corrections in the procedures. (Rev. L)
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 9
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ What’s New in This Revision
How to Use This GuideThis document, Siebel Maintenance Release Guide, Version 8.1.1.x, lists the enhancements and fixes provided in version 8.1.1.x releases of Oracle’s Siebel Business Applications.
“Enhancements and Updates in Version 8.1.1.1”
“Instructions for ACR 467”
“Resolved Change Requests in the Siebel 8.1.1.1 Fix Pack”
Added information about ACR 467 and how to configure it. (Rev. K)
“Configuration Instructions for Enhancements and Updates”
Revised configuration instructions for ACR 500 to include procedures for importing seed data. (Rev. K)
“Enhancements and Updates in 8.1.1.x Fix Packs”
“Configuration Instructions for Enhancements and Updates”
“Resolved Change Requests”
Updated these sections for the Siebel 8.1.1.3 Fix Pack release. (Rev. J)
“Quick Fixes Included in 8.1.1.x Fix Packs”
“Enhancements and Updates in 8.1.1.x Fix Packs”
“Resolved Change Requests”
Updated these sections for the Siebel 8.1.1.3 Fix Pack prerelease. (Rev. I)
“Resolved Change Requests” Removed FR 12-1UHQ1L9. This FR was not provided in the Siebel 8.1.1.2 Fix Pack.
“Resolved Change Requests” Removed reference to FR 12-1VM75R7. This fix was not provided in the 8.1.1.2 Fix Pack. (Rev. H)
“Resolved Change Requests” Removed reference to FR 12-1VE6WMU. This fix was not provided in the 8.1.1.2 Fix Pack. (Rev. H)
“Instructions for ACR 480” Added instructions for importing seed data associated with this enhancement. (Rev. H)
“Resolved Change Requests” Corrected configuration instructions for FR 12-1QK0UEL. (Rev. H)
“Resolved Change Requests” Corrected link to configuration instructions for FR 12-1SPXSHM. (Rev. H)
“Resolved Change Requests” Corrected Fix Request ID for providing support for Internet Explorer 8 on Windows Vista. (Rev. H)
Table 1. What’s New in Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R
Topic Description
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R10
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Quick Fixes Included in8.1.1.x Fix Packs
This guide also provides information, instructions, and guidelines for installing Siebel Business Applications Siebel Fix Pack 8.1.1.x releases on top of version 8.1.1 or a prior 8.1.1.x release.
Use this Siebel Maintenance Release Guide in conjunction with Siebel Bookshelf documents, particularly the Siebel Installation Guide for the operating system you are using.
NOTE: This Siebel Maintenance Release Guide is updated to include the latest Siebel Fix Pack 8.1.1.x release. The latest Siebel Fix Pack 8.1.1.x release available at publication time is Siebel Fix Pack 8.1.1.4. Verify the availability and applicability of all Fix Pack or Quick Fix releases with Oracle Global Customer Support before you install.
The information contained herein supersedes, for warranty and other purposes, the contents of all other documentation that may accompany this product, including the following:
■ My Oracle Support (https://support.oracle.com)
■ Siebel System Requirements and Supported Platforms on Oracle Technology Network (http://download.oracle.com/docs/cd/E11886_01/srsphomepage.html)
This Siebel Maintenance Release Guide contains information about how to install the maintenance release (Fix Pack release). It also contains the most current information on product configuration issues and workarounds for your application. Note that there may be references to functionality, products, platforms, and language support in this document that are not available as part of the products that your organization has licensed. Consult Oracle Global Customer Support on My Oracle Support with questions regarding the applicability of Siebel Maintenance Release Guide items to your deployment.
Additional DocumentationOracle reserves the right to modify the documentation for Siebel Business Applications at any time.
For related Siebel documentation, see My Oracle Support (https://support.oracle.com) and Bookshelf for Oracle’s Siebel Business Applications Version 8.1 (http://www.oracle.com/technology/documentation/siebel.html) on Oracle Technology Network (OTN).
Quick Fixes Included in 8.1.1.x Fix PacksSiebel Quick Fix releases are developed to address immediate critical issues for specific customers, and can be installed on top of Fix Packs. Quick Fixes address a small number of defects, and the fixes are typically rolled into the next available Fix Pack for wider distribution to the Siebel Business Applications customer base. Testing for Quick Fixes is focused and is usually limited to verifying that the fix works on the specific platforms that the affected customer is running.
If you have installed a Quick Fix for any Siebel 8.1.1 or 8.1.1.x release prior to the latest 8.1.1.x release covered by this document, review Table 2 on page 12 to make sure that your Quick Fix number is listed.
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 11
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Quick Fixes Included in 8.1.1.x Fix Packs
CAUTION: If you do not see your Quick Fix number in the table, do not install the latest 8.1.1.x Fix Pack. This list is updated as new Fix Packs are released. Wait until your Quick Fix appears in the table before applying the latest Fix Pack. If you have questions, contact Global Customer Support or your Oracle representative.
Table 2. Quick Fixes Included in Version 8.1.1.x
Change Request ID
Fix Request ID Fix Pack Base
Quick Fix Version
Merged Into Fix Pack
12-1Q35A8A 12-1Q450JI [21107] 21107 8.1.1.4
12-1QVMO57 12-1QVMO5T [21112] 21112 8.1.1.4
12-1TK3VGV 12-1TK3VI7 8.1.1 [21112] QF0028 8.1.1.4
12-1TK4OZF 12-1TK4P0Q 8.1.1 [21112] QF0028 8.1.1.4
12-1TK9B70 12-1TK92RX 8.1.1 [21112] QF0028 8.1.1.4
12-1TKA4KE 12-1TKA4MZ 8.1.1 [21112] QF0028 8.1.1.4
12-1TPS15R 12-1TPS17B 8.1.1 [21112] QF0028 8.1.1.4
12-1TPS1BB 12-1TPS1CY 8.1.1 [21112] QF0028 8.1.1.4
12-1TPS1E1 12-1TPS1FI 8.1.1 [21112] QF0028 8.1.1.4
12-1TWTQPT 12-1TWTQR5 8.1.1 [21112] QF0028 8.1.1.4
12-1VH3RYD 12-1VI2I3J 8.1.1 [21112] QF0072 8.1.1.4
12-1VM6N5D 12-1VR58XF 8.1.1 [21112] QF0082 8.1.1.4
12-1WXWUIF 12-1WXWUIX 8.1.1 [21112] QF00AN 8.1.1.4
12-1QVMO57 12-1VHKVBD 8.1.1 [21112] QF00AO 8.1.1.4
12-1XZBSUD 12-1Y8IY97 8.1.1 [21112] QF00AV 8.1.1.4
12-1XO6UN9 12-1XOO9FM 8.1.1 [21112] QF00AW 8.1.1.4
12-1XUY3ZF 12-1XVFKIP 8.1.1 [21112] QF00AW 8.1.1.4
12-1VI06I9 12-1YFC5GX 8.1.1 [21112] QF00AY 8.1.1.4
12-1IBE8WR 12-1YM4XDT 8.1.1 [21112] QF00BD 8.1.1.4
12-1WLTVBV 12-1YMLXLT 8.1.1 [21112] QF00BG 8.1.1.4
12-1XF0G9H 12-1XMQKEZ 8.1.1 [21112] QF00BK 8.1.1.4
12-1YOMS98 12-1YOMSBW 8.1.1 [21112] QF00BO 8.1.1.4
12-1PZ4R7R 12-1XTIC0H 8.1.1 [21112] QF00BP 8.1.1.4
12-1YCG2PL 12-1Z6WBPB 8.1.1 [21112] QF00BU 8.1.1.4
12-1TGO7DJ 12-1U0BPJM 8.1.1 [21112] QF0028 8.1.1.4
12-1TJMH71 12-1TJMH8L 8.1.1 [21112] QF0028 8.1.1.4
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R12
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Quick Fixes Included in8.1.1.x Fix Packs
12-1TK3VIM 12-1TK3VJY 8.1.1 [21112] QF0028 8.1.1.4
12-1TK3VKD 12-1TK4OX9 8.1.1 [21112] QF0028 8.1.1.4
12-1TK4OXO 12-1TK4OZ0 8.1.1 [21112] QF0028 8.1.1.4
12-1TK962G 12-1TK964K 8.1.1 [21112] QF0028 8.1.1.4
12-1TK9B1B 12-1TK92TB 8.1.1 [21112] QF0028 8.1.1.4
12-1TK9ENW 12-1TK9EP6 8.1.1 [21112] QF0028 8.1.1.4
12-1TK9ZE3 12-1TK9ZFM 8.1.1 [21112] QF0028 8.1.1.4
12-1TKA445 12-1TKA45M 8.1.1 [21112] QF0028 8.1.1.4
12-1TKA4GE 12-1TKA4J7 8.1.1 [21112] QF0028 8.1.1.4
12-1TKA4NA 12-1TK9ZGP 8.1.1 [21112] QF0028 8.1.1.4
12-1TKA9BK 12-1TKA9D4 8.1.1 [21112] QF0028 8.1.1.4
12-1TPS192 12-1TPS1B0 8.1.1 [21112] QF0028 8.1.1.4
12-1TPS1HM 12-1TKA9AH 8.1.1 [21112] QF0028 8.1.1.4
12-1TUW8FW 12-1TUW8HC 8.1.1 [21112] QF0028 8.1.1.4
12-1TUW8IF 12-1TUW8JX 8.1.1 [21112] QF0028 8.1.1.4
12-1TUWQ23 12-1TUW8ET 8.1.1 [21112] QF0028 8.1.1.4
12-1TWTQRK 12-1TWTQSU 8.1.1 [21112] QF0028 8.1.1.4
12-1U0AEGZ 12-1U0AEIY 8.1.1 [21112] QF0028 8.1.1.4
12-1U0AR67 12-1U0AR7L 8.1.1 [21112] QF0028 8.1.1.4
12-1U5RB3V 12-1U5RB5J 8.1.1 [21112] QF0041 8.1.1.4
12-1VH3RP7 12-1VH3X9H 8.1.1 [21112] QF0072 8.1.1.4
12-1VM7S6L 12-1VM7S7C 8.1.1 [21112] QF0075 8.1.1.4
12-1VM6MO5 12-1VM6040 8.1.1 [21112] QF00AH 8.1.1.4
12-1XHDRIJ 12-1XHX6IZ 8.1.1 [21112] QF00AI 8.1.1.4
12-1XIVKJJ 12-1XIVKK8 8.1.1 [21112] QF00AJ 8.1.1.4
12-1XLAL2N 12-1XP58OF 8.1.1 [21112] QF00AJ 8.1.1.4
12-1XHF9F1 12-1XKSPM0 8.1.1 [21112] QF00AM 8.1.1.4
12-1XP5AVL 12-1XQM2DJ 8.1.1 [21112] QF00AQ 8.1.1.4
12-1XCM26P 12-1XCM27D 8.1.1 [21112] QF00AR 8.1.1.4
12-1WF6ZG1 12-1WR5BMI 8.1.1 [21112] QF00AS 8.1.1.4
Table 2. Quick Fixes Included in Version 8.1.1.x
Change Request ID
Fix Request ID Fix Pack Base
Quick Fix Version
Merged Into Fix Pack
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 13
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Quick Fixes Included in 8.1.1.x Fix Packs
12-1Y6LBZN 12-1Y6LC0G 8.1.1 [21112] QF00AT 8.1.1.4
12-1VMCEBF 12-1VNJREX 8.1.1 [21112] QF00AW 8.1.1.4
12-1XT16PO 12-1XT16QR 8.1.1 [21112] QF00AW 8.1.1.4
12-1YIQQID 12-1YIQKSC 8.1.1 [21112] QF00AZ 8.1.1.4
12-1XWIYRL 12-1YCXRIV 8.1.1 [21112] QF00BA 8.1.1.4
12-1VDPBPF 12-1Y54A1B 8.1.1 [21112] QF00BF 8.1.1.4
12-1Z4YJPX 12-1Z4YJQJ 8.1.1 [21112] QF00BI 8.1.1.4
12-1XWEWDL 12-1XYCRU9 8.1.1 [21112] QF00BK 8.1.1.4
12-1YKOYUX 12-1YM4UWN 8.1.1 [21112] QF00BK 8.1.1.4
12-1XF0GC9 12-1XL4MPA 8.1.1 [21112] QF00BL 8.1.1.4
12-1WUJE2X 12-1WUJE3Y 8.1.1 [21112] QF00BR 8.1.1.4
12-1ZPH4ZU 12-1ZRVWP8 8.1.1 [21112] QF00BU 8.1.1.4
12-1YOKK4N 12-1Z7V33V 8.1.1 PDA [21112_10] 8.1.1 PDA [21112_10]
8.1.1.4
12-1YOKGG5 12-1Z04TF7 8.1.1 PDA [21112_11] 8.1.1 PDA [21112_11]
8.1.1.4
12-1YOK96H 12-1YOK97J 8.1.1 PDA [21112_8] 8.1.1 PDA [21112_8]
8.1.1.4
12-1YOKK66 12-1YOKK9R 8.1.1 PDA [21112_8] 8.1.1 PDA [21112_8]
8.1.1.4
12-1YOMS7P 12-1YOMS8H 8.1.1 PDA [21112_9] 8.1.1 PDA [21112_9]
8.1.1.4
12-1JFQEZ6 12-1Z9RYA5 8.1.1 PDA [21112_9] 8.1.1 PDA [21112_9]
8.1.1.4
12-1YGT6Q9 12-1YOMSAP 8.1.1 PDA [21112_9] 8.1.1 PDA [21112_9]
8.1.1.4
12-1Z3IMD9 12-1Z3I799 8.1.1 PDA [21112_9] 8.1.1 PDA [21112_9]
8.1.1.4
12-1TK4UBL 12-1XS216R 8.1.1.1 [21211] QF0191 8.1.1.4
12-1S1Y205 12-1X6RYEB 8.1.1.1 [21211] QF0192 8.1.1.4
12-1VH3RP7 12-1Y5LUYL 8.1.1.1 [21211] QF01AD 8.1.1.4
12-1XC7KQR 12-1YJP6YH 8.1.1.1 [21211] QF01AH 8.1.1.4
12-1PFQSZV 12-1YJPUAJ 8.1.1.1 [21211] QF01AN 8.1.1.4
Table 2. Quick Fixes Included in Version 8.1.1.x
Change Request ID
Fix Request ID Fix Pack Base
Quick Fix Version
Merged Into Fix Pack
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R14
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Quick Fixes Included in8.1.1.x Fix Packs
12-1Y9HK6T 12-1YIQPLL 8.1.1.1 [21211] QF01AS 8.1.1.4
12-1YIQP2P 12-1YIQP3X 8.1.1.1 [21211] QF01AY 8.1.1.4
12-1Z1KQM1 12-1ZFBVG7 8.1.1.1 [21211] QF01BF 8.1.1.4
12-1YNLB8N 12-1YO2D6J 8.1.1.1 [21211] QF01BH 8.1.1.4
12-OVT1LK 12-1XJDH9J 8.1.1.1 [21211] QF01BK 8.1.1.4
12-1BDKMON 12-1YOLF2T 8.1.1.1 [21211] QF1109 8.1.1.4
12-1VNJDR2 12-1VNJDUK 8.1.1.1 [21211] QF3102 8.1.1.4
12-1VR4QM7 12-1VR4QMW 8.1.1.1 [21211] QF3103 8.1.1.4
12-1Z6VRAB 12-1Z4YK31 8.1.1.1 [21211] QF7106 8.1.1.4
12-1VM6N5D 12-1VM90VR 8.1.1.1 [21211] QF0131 8.1.1.4
12-1VM7S6L 12-1VR2KHF 8.1.1.1 [21211] QF0132 8.1.1.4
12-1WEU3RJ 12-1WFJXIH 8.1.1.1 [21211] QF0179 8.1.1.4
12-1X5627A 12-1X5628Q 8.1.1.1 [21211] QF0180 8.1.1.4
12-1U5RB3V 12-1U5RB56 8.1.1.1 [21211] QF0185 8.1.1.4
12-1U0C8HX 12-1XQLOAP 8.1.1.1 [21211] QF0187 8.1.1.4
12-1WF6IYP 12-1WF6SRH 8.1.1.1 [21211] QF0194 8.1.1.4
12-1Y0AHAJ 12-1Y0B0CN 8.1.1.1 [21211] QF0196 8.1.1.4
12-1XCM26P 12-1Y8ID43 8.1.1.1 [21211] QF0197 8.1.1.4
12-1WXWV2P 12-1XZBJGV 8.1.1.1 [21211] QF0198 8.1.1.4
12-1Y63UOX 12-1Y63KCJ 8.1.1.1 [21211] QF0199 8.1.1.4
12-1XF0FUR 12-1Y37HAT 8.1.1.1 [21211] QF01AA 8.1.1.4
12-1KBLS9L 12-1XHF8MP 8.1.1.1 [21211] QF01AC 8.1.1.4
12-1V418JR 12-1XSKD01 8.1.1.1 [21211] QF01AD 8.1.1.4
12-1UH8JVF 12-1YFCJ1B 8.1.1.1 [21211] QF01AE 8.1.1.4
12-1XLALJV 12-1XPMVCR 8.1.1.1 [21211] QF01AG 8.1.1.4
12-1VE77T9 12-1YCX4WP 8.1.1.1 [21211] QF01AI 8.1.1.4
12-1Y3OYE1 12-1Y5MADB 8.1.1.1 [21211] QF01AM 8.1.1.4
12-1BV2Y2P 12-1Y6LKPJ 8.1.1.1 [21211] QF01AO 8.1.1.4
12-1WLUTXP 12-1XHF5O1 8.1.1.1 [21211] QF01AP 8.1.1.4
12-1J1ZOUE 12-1YDESND 8.1.1.1 [21211] QF01AQ 8.1.1.4
Table 2. Quick Fixes Included in Version 8.1.1.x
Change Request ID
Fix Request ID Fix Pack Base
Quick Fix Version
Merged Into Fix Pack
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 15
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Quick Fixes Included in 8.1.1.x Fix Packs
12-1TLCZVH 12-1Z04WCR 8.1.1.1 [21211] QF01AV 8.1.1.4
12-1YQ37AZ 12-1YOMUG9 8.1.1.1 [21211] QF01AX 8.1.1.4
12-1W6DOUA 12-1WXF8N2 8.1.1.1 [21211] QF01BA 8.1.1.4
12-1XQ4S1X 12-1Z3IAW7 8.1.1.1 [21211] QF01BB 8.1.1.4
12-1XC7L43 12-1XC7L4O 8.1.1.1 [21211] QF01BC 8.1.1.4
12-1YOKFU7 12-1YOKNFT 8.1.1.1 [21211] QF01BC 8.1.1.4
12-1XTIR2L 12-1Z04WDL 8.1.1.1 [21211] QF01BF 8.1.1.4
12-1Y28AMJ 12-1Z04UJ7 8.1.1.1 [21211] QF01BF 8.1.1.4
12-1YOLRSL 12-1YOM3YD 8.1.1.1 [21211] QF01BG 8.1.1.4
12-1YOLS7V 12-1YOMC6N 8.1.1.1 [21211] QF01BI 8.1.1.4
12-1WXWUIF 12-1Y90L0B 8.1.1.1 [21211] QF01BO 8.1.1.4
12-1XIVYP9 12-1ZSUWJJ 8.1.1.1 [21211] QF01BU 8.1.1.4
12-1WF6ZG1 12-206EOPP 8.1.1.1 [21211] QF01CE 8.1.1.4
12-1XM98B7 12-1XQ4PLV 8.1.1.1 [21211] QF1107 8.1.1.4
12-1XTBN8V 12-1XTBN9M 8.1.1.1 [21211] QF1108 8.1.1.4
12-1TK672L 12-1VM54KD 8.1.1.1 [21211] QF3101 8.1.1.4
12-1VH3RP7 12-1VM7VPD 8.1.1.1 [21211] QF3101 8.1.1.4
12-1VH3RYD 12-1VM7VQC 8.1.1.1 [21211] QF3101 8.1.1.4
12-1VNJ8G2 12-1VNJ8HJ 8.1.1.1 [21211] QF3101 8.1.1.4
12-1VNJ8DR 12-1VNJ8F6 8.1.1.1 [21211] QF3102 8.1.1.4
12-1VNJC3T 12-1VNJC4I 8.1.1.1 [21211] QF3102 8.1.1.4
12-1VNJKCG 12-1VNIZ0Z 8.1.1.1 [21211] QF3103 8.1.1.4
12-1VNKG5Z 12-1VNKG7I 8.1.1.1 [21211] QF3103 8.1.1.4
12-1VR1NO3 12-1VR1NPM 8.1.1.1 [21211] QF3103 8.1.1.4
12-1VR2BBP 12-1VR38XI 8.1.1.1 [21211] QF3103 8.1.1.4
12-1VR3RJX 12-1VR3RLH 8.1.1.1 [21211] QF3103 8.1.1.4
12-1VR3SGC 12-1VR3SIF 8.1.1.1 [21211] QF3103 8.1.1.4
12-1VR4QK5 12-1VR4QL4 8.1.1.1 [21211] QF3103 8.1.1.4
12-1VR4VCC 12-1VR4VE1 8.1.1.1 [21211] QF3103 8.1.1.4
12-1VR4VUQ 12-1VR4VW7 8.1.1.1 [21211] QF3103 8.1.1.4
Table 2. Quick Fixes Included in Version 8.1.1.x
Change Request ID
Fix Request ID Fix Pack Base
Quick Fix Version
Merged Into Fix Pack
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R16
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Quick Fixes Included in8.1.1.x Fix Packs
12-1X56AT7 12-1X660OB 8.1.1.1 [21211] QF3104 8.1.1.4
12-1Z6ER6J 12-1Z7UTG8 8.1.1.1 [21211] QF3106 8.1.1.4
12-1XWEYTD 12-1XWEYU7 8.1.1.1 [21211] QF4103 8.1.1.4
12-1WUJGPN 12-1YCFW5J 8.1.1.1 [21211] QF5105 8.1.1.4
12-1Q7NVMV 12-1XJD1PB 8.1.1.1 [21211] QF7104 8.1.1.4
12-1V4JH1X 12-1YL5W2L 8.1.1.1 [21211] QF7105 8.1.1.4
12-1XTIRJJ 12-1XWEU4W 8.1.1.1 [21211] QF7106 8.1.1.4
12-1S1Y205 12-1YFTTGZ 8.1.1.2 [ 21215] QF0264 8.1.1.4
12-1VR32TN 12-1VR32VC 8.1.1.2 [21215] QF0201 8.1.1.4
12-1IKIU3B 12-1XLRN7L 8.1.1.2 [21215] QF0229 8.1.1.4
12-1XIVLVL 12-1XJD2N6 8.1.1.2 [21215] QF0236 8.1.1.4
12-1WXWV2P 12-1X3PWGR 8.1.1.2 [21215] QF0237 8.1.1.4
12-1V418VF 12-1XF0ZKU 8.1.1.2 [21215] QF0242 8.1.1.4
12-1X65YA7 12-1XF0ZCF 8.1.1.2 [21215] QF0243 8.1.1.4
12-1XIVYP9 12-1XKTAIF 8.1.1.2 [21215] QF0244 8.1.1.4
12-1W7XG6V 12-1WA3IG1 8.1.1.2 [21215] QF0245 8.1.1.4
12-1XC4GYV 12-1XC4UGA 8.1.1.2 [21215] QF0247 8.1.1.4
12-1R4A19T 12-1XVG8MP 8.1.1.2 [21215] QF0248 8.1.1.4
12-1VNK8MB 12-1XF0ZM4 8.1.1.2 [21215] QF0249 8.1.1.4
12-1XZBSUD 12-1XZXNT7 8.1.1.2 [21215] QF0250 8.1.1.4
12-1XC7KQR 12-1XFILLH 8.1.1.2 [21215] QF0252 8.1.1.4
12-1Y3OXVF 12-1Y54EHL 8.1.1.2 [21215] QF0252 8.1.1.4
12-1WQ5PD9 12-1Y9R4SN 8.1.1.2 [21215] QF0256 8.1.1.4
12-1HE1XTL 12-1XIW0S1 8.1.1.2 [21215] QF0258 8.1.1.4
12-1VR26EP 12-1YK6TPN 8.1.1.2 [21215] QF0259 8.1.1.4
12-1XM987B 12-1XQ4AG0 8.1.1.2 [21215] QF0261 8.1.1.4
12-1Y3OY73 12-1Y5M9YK 8.1.1.2 [21215] QF0263 8.1.1.4
12-1QPSYL1 12-1XVG5E1 8.1.1.2 [21215] QF0266 8.1.1.4
12-1X3PQB1 12-1X3P5C7 8.1.1.2 [21215] QF0268 8.1.1.4
12-1XSJG29 12-1XSYA2D 8.1.1.2 [21215] QF0269 8.1.1.4
Table 2. Quick Fixes Included in Version 8.1.1.x
Change Request ID
Fix Request ID Fix Pack Base
Quick Fix Version
Merged Into Fix Pack
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 17
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Quick Fixes Included in 8.1.1.x Fix Packs
12-1YCXQYB 12-1YDWOIW 8.1.1.2 [21215] QF0270 8.1.1.4
12-1YNKWFD 12-1YO29DX 8.1.1.2 [21215] QF0272 8.1.1.4
12-1VM7S6L 12-1YNL9FN 8.1.1.2 [21215] QF0274 8.1.1.4
12-1YOLRNV 12-1YOLGB9 8.1.1.2 [21215] QF0275 8.1.1.4
12-1XF0GC9 12-1YN3T0B 8.1.1.2 [21215] QF0276 8.1.1.4
12-1YOMS98 12-1YSM0JM 8.1.1.2 [21215] QF0277 8.1.1.4
12-1XIVLOD 12-1XJDJVF 8.1.1.2 [21215] QF0279 8.1.1.4
12-1XM986H 12-1XQ4AF7 8.1.1.2 [21215] QF0280 8.1.1.4
12-1YM4GZ9 12-1YM4H07 8.1.1.2 [21215] QF0281 8.1.1.4
12-1YOMJWJ 12-1YSN3X1 8.1.1.2 [21215] QF0281 8.1.1.4
12-1YOMN57 12-1YSN3WN 8.1.1.2 [21215] QF0281 8.1.1.4
12-1YOMN72 12-1YSN3W9 8.1.1.2 [21215] QF0281 8.1.1.4
12-1YQGG4M 12-1YSN3VH 8.1.1.2 [21215] QF0281 8.1.1.4
12-1YQGG7U 12-1YOMPJT 8.1.1.2 [21215] QF0281 8.1.1.4
12-1YQGG9F 12-1YOMPJF 8.1.1.2 [21215] QF0281 8.1.1.4
12-1YQGGD5 12-1YOMPIN 8.1.1.2 [21215] QF0281 8.1.1.4
12-1YQGGEQ 12-1YOMPI9 8.1.1.2 [21215] QF0281 8.1.1.4
12-1YQZ267 12-1YQZ29Q 8.1.1.2 [21215] QF0281 8.1.1.4
12-1SW8L6P 12-1Y2PUMT 8.1.1.2 [21215] QF0282 8.1.1.4
12-1Y6LBZN 12-1YR2YWB 8.1.1.2 [21215] QF0282 8.1.1.4
12-1Y28AMJ 12-1Y28AN4 8.1.1.2 [21215] QF0283 8.1.1.4
12-1YAH50J 12-1YBWTK1 8.1.1.2 [21215] QF0283 8.1.1.4
12-1YAH4TL 12-1YBWHO9 8.1.1.2 [21215] QF0284 8.1.1.4
12-1VNJ7BV 12-1VNJBI3 8.1.1.2 [21215] QF0285 8.1.1.4
12-1XF0FX9 12-1YUNVWZ 8.1.1.2 [21215] QF0286 8.1.1.4
12-1YO2RKX 12-1YO2RLM 8.1.1.2 [21215] QF0287 8.1.1.4
12-1Z1KQY9 12-1Z3IALD 8.1.1.2 [21215] QF0288 8.1.1.4
12-1NWCZMB 12-1Y54DN1 8.1.1.2 [21215] QF0289 8.1.1.4
12-1YAH55T 12-1YCFIBF 8.1.1.2 [21215] QF0290 8.1.1.4
12-1VJZTJ7 12-1YOKQLH 8.1.1.2 [21215] QF0294 8.1.1.4
Table 2. Quick Fixes Included in Version 8.1.1.x
Change Request ID
Fix Request ID Fix Pack Base
Quick Fix Version
Merged Into Fix Pack
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R18
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Quick Fixes Included in8.1.1.x Fix Packs
12-1QBCC09 12-1Z312WH 8.1.1.2 [21215] QF0296 8.1.1.4
12-1YOLS71 12-1YOMPKH 8.1.1.2 [21215] QF0298 8.1.1.4
12-1YZND55 12-1Z04EEK 8.1.1.2 [21215] QF0299 8.1.1.4
12-1Y3OXW9 12-1Y90EUX 8.1.1.2 [21215] QF02AB 8.1.1.4
12-1V9U49H 12-1Z0MDNB 8.1.1.2 [21215] QF02AC 8.1.1.4
12-1XRKKWD 12-1YAH25H 8.1.1.2 [21215] QF02AI 8.1.1.4
12-1YNLBB5 12-1Z7DTPM 8.1.1.2 [21215] QF02AI 8.1.1.4
12-1Z1KQM1 12-1ZF3CXL 8.1.1.2 [21215] QF02AI 8.1.1.4
12-1Z3IMBL 12-1ZOJCQH 8.1.1.2 [21215] QF02AI 8.1.1.4
12-1V418JR 12-1VOFQ3P 8.1.1.2 [21215] QF02AJ 8.1.1.4
12-1U0C8HX 12-1XM9N8Z 8.1.1.2 [21215] QF02AM 8.1.1.4
12-1TLCZVH 12-1Z9S46Z 8.1.1.2 [21215] QF02AN 8.1.1.4
12-1U5RB3V 12-203152F 8.1.1.2 [21215] QF02AN 8.1.1.4
12-1XIVMBZ 12-1XQ4T5X 8.1.1.2 [21215] QF02AQ 8.1.1.4
12-1Y9HK6T 12-1Y9HK8A 8.1.1.2 [21215] QF02AQ 8.1.1.4
12-1XBND23 12-1ZRW32R 8.1.1.2 [21215] QF02AR 8.1.1.4
12-1VMCEBF 12-1ZUS4MB 8.1.1.2 [21215] QF02AU 8.1.1.4
12-1SEPT2B 12-20F4VE5 8.1.1.2 [21215] QF02BK 8.1.1.4
12-1ZZMR15 12-202252X 8.1.1.2 [21215] QF02BL 8.1.1.4
12-1YGT6Q9 12-1YGT6R2 8.1.1.2 WM5 [21215_5] 8.1.1.2 WM 5 [21215_5]
8.1.1.4
12-1YOMS7P 12-1YV5IMZ 8.1.1.2 WM5 [21215_5] 8.1.1.2 WM 5 [21215_5]
8.1.1.4
12-1Z6VW9H 12-1Z6VWA6 8.1.1.2 WM5 [21215_6] 8.1.1.2 WM 5 [21215_6]
8.1.1.4
12-1JFQEZ6 12-1Y28CXL 8.1.1.2 WM5 [21215_5] 8.1.1.2 WM 5 [21215_5]
8.1.1.4
12-1Y2PC95 12-1YCFJSR 8.1.1.3 [21219] QF0302 8.1.1.4
12-1VMCEBF 12-1XYUAXZ 8.1.1.3 [21219] QF0303 8.1.1.4
12-1WTJXWZ 12-1X97V94 8.1.1.3 [21219] QF0303 8.1.1.4
12-1XF0G9H 12-1XMQKEJ 8.1.1.3 [21219] QF0303 8.1.1.4
Table 2. Quick Fixes Included in Version 8.1.1.x
Change Request ID
Fix Request ID Fix Pack Base
Quick Fix Version
Merged Into Fix Pack
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 19
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Quick Fixes Included in 8.1.1.x Fix Packs
12-1XOOC39 12-1XQ4AWP 8.1.1.3 [21219] QF0303 8.1.1.4
12-1U0C8HX 12-1Z0MB07 8.1.1.3 [21219] QF0305 8.1.1.4
12-1QTP7PD 12-1Y2PBV7 8.1.1.3 [21219] QF0306 8.1.1.4
12-1Y0AZPB 12-1Y0AZPY 8.1.1.3 [21219] QF0307 8.1.1.4
12-1YOKG0B 12-1YOKNO0 8.1.1.3 [21219] QF0310 8.1.1.4
12-1VM7S6L 12-1Z4YJJT 8.1.1.3 [21219] QF0311 8.1.1.4
12-1Z1KQM1 12-1Z04V45 8.1.1.3 [21219] QF0312 8.1.1.4
12-1YFU2BX 12-1YHAEXR 8.1.1.3 [21219] QF0313 8.1.1.4
12-1YQ37K5 12-1YVB42D 8.1.1.3 [21219] QF0313 8.1.1.4
12-1Z6VRLF 12-1Z6WCOG 8.1.1.3 [21219] QF0314 8.1.1.4
12-1Z3IMBL 12-1Z6PEQ9 8.1.1.3 [21219] QF0315 8.1.1.4
12-1XTIRJJ 12-1ZF3T8Z 8.1.1.3 [21219] QF0316 8.1.1.4
12-1Q7NVMV 12-1ZFBE8H 8.1.1.3 [21219] QF0317 8.1.1.4
12-1IKIU3B 12-1ZH9OLB 8.1.1.3 [21219] QF0318 8.1.1.4
12-1X65YA7 12-1ZFCYUM 8.1.1.3 [21219] QF0319 8.1.1.4
12-1ZFBCAH 12-1ZFBJ5Z 8.1.1.3 [21219] QF0320 8.1.1.4
12-1V4JH1X 12-1ZF3AMP 8.1.1.3 [21219] QF0321 8.1.1.4
12-1W6DOUA 12-1ZD5YHL 8.1.1.3 [21219] QF0323 8.1.1.4
12-1Y8J0H7 12-1ZF38WH 8.1.1.3 [21219] QF0326 8.1.1.4
12-1YCFMMF 12-1YFCA4P 8.1.1.3 [21219] QF0328 8.1.1.4
12-1PZ4R7R 12-1ZURZZ3 8.1.1.3 [21219] QF0334 8.1.1.4
12-1XBND23 12-1ZY61E5 8.1.1.3 [21219] QF0336 8.1.1.4
12-OVT1LK 12-201KB2F 8.1.1.3 [21219] QF0337 8.1.1.4
12-1YOLS7V 12-1ZXOMPB 8.1.1.3 [21219] QF0341 8.1.1.4
12-1XTBN8V 12-1ZPH5PX 8.1.1.3 [21219] QF0342 8.1.1.4
12-1XIVMBZ 12-20MEJOF 8.1.1.3 [21219] QF0351 8.1.1.4
12-1VM6MO5 12-20IJAD1 8.1.1.3 [21219] QF0352 8.1.1.4
12-206F3XH 12-209BHN9 8.1.1.3 [21219] QF0355 8.1.1.4
12-1V418JR 12-1ZNIQFX 8.1.1.3 [21219] QF0357 8.1.1.4
12-1YCG2PL 12-20GLG4R 8.1.1.3 [21219] QF0357 8.1.1.4
Table 2. Quick Fixes Included in Version 8.1.1.x
Change Request ID
Fix Request ID Fix Pack Base
Quick Fix Version
Merged Into Fix Pack
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R20
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Quick Fixes Included in8.1.1.x Fix Packs
12-1HCLBH7 12-1XYTSLP 8.1.1.3 [21219] QF304 8.1.1.4
12-1YOKK4N 12-1Z520FN 8.1.1.3 WM5 [21219_2] 8.1.1.3 WM5 [21219_2]
8.1.1.4
12-1VGM2U4 12-1Y641L8 Unspecified - 8.1.1.4
12-1VM72OT 12-1WLUTF3 7.7.2.2 [18356] QF7201 8.1.1.3
12-1U5SY53 12-1U5ULV5 8.1.1 [21112] QF0043 8.1.1.3
12-1UQ61Q1 12-1UQWPP0 8.1.1 [21112] QF0061 8.1.1.3
12-1V7WVM7 12-1V7WVNO 8.1.1 [21112] QF0062 8.1.1.3
12-1V0593H 12-1V3K66J 8.1.1 [21112] QF0068 8.1.1.3
12-1UH87LR 12-1UOUW8L 8.1.1 [21112] QF0080 8.1.1.3
12-1UJQNRZ 12-1UJQNTU 8.1.1 [21112] QF0080 8.1.1.3
12-1VH3RCZ 12-1VH3HYN 8.1.1 [21112] QF0080 8.1.1.3
12-1VKHEG7 12-1VKHEGV 8.1.1 [21112] QF0080 8.1.1.3
12-1UIB7XV 12-1UPTJSJ 8.1.1 [21112] QF0081 8.1.1.3
12-1V418GZ 12-1V418HK 8.1.1 [21112] QF0081 8.1.1.3
12-QND3G8 12-1VM7MNP 8.1.1 [21112] QF0083 8.1.1.3
12-1U5VI79 12-1VMAZDJ 8.1.1 [21112] QF0084 8.1.1.3
12-1VM8H57 12-1VM8H5Y 8.1.1 [21112] QF0085 8.1.1.3
12-1VR73HT 12-1VR73IR 8.1.1 [21112] QF0088 8.1.1.3
12-1VROIM3 12-1WE2T3K 8.1.1 [21112] QF0089 8.1.1.3
12-1U4NF3F 12-1WAL0Z9 8.1.1 [21112] QF0093 8.1.1.3
12-1VM6N4J 12-1WLTUS5 8.1.1 [21112] QF0095 8.1.1.3
12-1VMBL0Z 12-1WXXCZJ 8.1.1 [21112] QF0096 8.1.1.3
12-1WVI3Q5 12-1WV14UH 8.1.1 [21112] QF00AA 8.1.1.3
12-1VR5SGX 12-1VR7CDZ 8.1.1 [21112] QF00AB 8.1.1.3
12-1WF6FQC 12-1WLTV3T 8.1.1 [21112] QF00AC 8.1.1.3
12-1WF6P3J 12-1X56312 8.1.1 [21112] QF00AF 8.1.1.3
12-1VR4BZH 12-1XFIKC2 8.1.1 [21112] QF00AG 8.1.1.3
12-1X65TKV 12-1XS24V7 8.1.1 [21112] QF00AK 8.1.1.3
12-1VNIMYR 12-1XM9M42 8.1.1 [21112] QF00AO 8.1.1.3
Table 2. Quick Fixes Included in Version 8.1.1.x
Change Request ID
Fix Request ID Fix Pack Base
Quick Fix Version
Merged Into Fix Pack
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 21
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Quick Fixes Included in 8.1.1.x Fix Packs
12-1WXFOAB 12-1Y54TB7 8.1.1 [21112] QF00AU 8.1.1.3
12-1R3SHD7 12-1R3SHEV 8.1.1 [21112] QF1001 8.1.1.3
12-1UWODHL 12-1UWODIV 8.1.1 [21112] QF0059 8.1.1.3
12-1VHLD1H 12-1VJIBZ1 8.1.1 [21112] QF0078 8.1.1.3
12-1V41905 12-1V4190P 8.1.1 [21112] QF0079 8.1.1.3
12-1VCQAE7 12-1VABY2J 8.1.1 [21112] QF0080 8.1.1.3
12-1VMCEM9 12-1VNJB15 8.1.1 [21112] QF0082 8.1.1.3
12-1VM5K6V 12-1VM5OFZ 8.1.1 [21112] QF0086 8.1.1.3
12-1TK4DJP 12-1VR7XBB 8.1.1 [21112] QF0088 8.1.1.3
12-1NXS3RV 12-1VMB443 8.1.1 [21112] QF0090 8.1.1.3
12-1VCQVAZ 12-1VVFZX5 8.1.1 [21112] QF0091 8.1.1.3
12-1VMC9ID 12-1VMC9JC 8.1.1 [21112] QF0094 8.1.1.3
12-1VR43FP 12-1VR613R 8.1.1 [21112] QF0097 8.1.1.3
12-1WV0HS3 12-1WVIDDX 8.1.1 [21112] QF0098 8.1.1.3
12-1WXX8FJ 12-1WYEWC1 8.1.1 [21112] QF00AA 8.1.1.3
12-1SD8XW1 12-1XEBKOX 8.1.1 [21112] QF00AE 8.1.1.3
12-1T2IN2L 12-1U5RPCP 8.1.1 [21112] QF00AO 8.1.1.3
12-1U0AX75 12-1XM9M2R 8.1.1 [21112] QF00AO 8.1.1.3
12-1R3SHD7 12-1SCQC43 8.1.1 [21112] QF1001 8.1.1.3
12-1R3SHD7 12-1SSU185 8.1.1 [21112] QF1002 8.1.1.3
12-1VM6B55 12-1VM8H0R 8.1.1 [21112] QF1003 8.1.1.3
12-1LC1A2Z 12-1WF6BOH 8.1.1 [21112] QF0099 QF0099 8.1.1.3
12-1U5VI4H 12-1UH8O67 8.1.1 PDA [21112_1] 8.1.1 PDA [21112_1]
8.1.1.3
12-1VR6T39 12-1VR6T42 8.1.1 PDA [21112_4] 8.1.1 PDA _21112_4]
8.1.1.3
12-1VMBHFJ 12-1VMBHGE 8.1.1 PDA [21112_5] 8.1.1 PDA [21112_5]
8.1.1.3
12-1VM6HI1 12-1WS4HGD 8.1.1 PDA [21112_6] 8.1.1 PDA [21112_6]
8.1.1.3
12-1V418N3 12-1V7FOQ9 8.1.1.1 [21211] QF0114 8.1.1.3
Table 2. Quick Fixes Included in Version 8.1.1.x
Change Request ID
Fix Request ID Fix Pack Base
Quick Fix Version
Merged Into Fix Pack
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R22
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Quick Fixes Included in8.1.1.x Fix Packs
12-1VH3RGB 12-1VKYYB5 8.1.1.1 [21211] QF0114 8.1.1.3
12-1UI8TH3 12-1UI8THP 8.1.1.1 [21211] QF0115 8.1.1.3
12-1RAJ0I1 12-1VGLLEK 8.1.1.1 [21211] QF0121 8.1.1.3
12-1VE7EH7 12-1VE6TJ6 8.1.1.1 [21211] QF0124 8.1.1.3
12-1U5V32T 12-1U7CGKP 8.1.1.1 [21211] QF0125 8.1.1.3
12-1VEOU89 12-1VI2IE9 8.1.1.1 [21211] QF0130 8.1.1.3
12-1UWODHL 12-1VR3IU1 8.1.1.1 [21211] QF0133 8.1.1.3
12-1VR2PWN 12-1VR3NJZ 8.1.1.1 [21211] QF0134 8.1.1.3
12-1HWWAY4 12-1VM5IIV 8.1.1.1 [21211] QF0139 8.1.1.3
12-1VR2PUZ 12-1VR3L6U 8.1.1.1 [21211] QF0141 8.1.1.3
12-1TXBDIV 12-1VTSQMV 8.1.1.1 [21211] QF0146 8.1.1.3
12-1WF6P3J 12-1WF6HIG 8.1.1.1 [21211] QF0153 8.1.1.3
12-1VR5ZGB 12-1VR4O99 8.1.1.1 [21211] QF0154 8.1.1.3
12-1PVZS4R 12-1VR5PTN 8.1.1.1 [21211] QF0155 8.1.1.3
12-1X3RF25 12-1X3RF2X 8.1.1.1 [21211] QF0156 8.1.1.3
12-1VNJ8NI 12-1VR29OR 8.1.1.1 [21211] QF0157 8.1.1.3
12-1WF5ZQH 12-1WF5ZRW 8.1.1.1 [21211] QF0157 8.1.1.3
12-1WA5CGZ 12-1WEE4FN 8.1.1.1 [21211] QF0158 8.1.1.3
12-1WF6G1R 12-1WF6G2Q 8.1.1.1 [21211] QF0158 8.1.1.3
12-1WLTLED 12-1WLTLEY 8.1.1.1 [21211] QF0159 8.1.1.3
12-1UGQKS5 12-1VR5ORB 8.1.1.1 [21211] QF0160 8.1.1.3
12-1WF6PMP 12-1WK5MQ5 8.1.1.1 [21211] QF0161 8.1.1.3
12-1W4M5R5 12-1WERWGT 8.1.1.1 [21211] QF0162 8.1.1.3
12-1VMCEHT 12-1VNJ4VP 8.1.1.1 [21211] QF0165 8.1.1.3
12-1QG70K8 12-1X1AK5N 8.1.1.1 [21211] QF0167 8.1.1.3
12-1WVIKB5 12-1WWYDEF 8.1.1.1 [21211] QF0169 8.1.1.3
12-1O2IS17 12-1X65R0B 8.1.1.1 [21211] QF0171 8.1.1.3
12-1WTJXYN 12-1WTJXZ8 8.1.1.1 [21211] QF0176 8.1.1.3
12-1VHLD1H 12-1YCG7H4 8.1.1.1 [21211] QF01AB 8.1.1.3
12-1VKHEG7 12-1YFTGHB 8.1.1.1 [21211] QF01AG 8.1.1.3
Table 2. Quick Fixes Included in Version 8.1.1.x
Change Request ID
Fix Request ID Fix Pack Base
Quick Fix Version
Merged Into Fix Pack
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 23
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Quick Fixes Included in 8.1.1.x Fix Packs
12-1TK6U03 12-1UIBBJV 8.1.1.1 [21211] QF1101 8.1.1.3
12-1UW5F8T 12-1UW5FA5 8.1.1.1 [21211] QF1102 8.1.1.3
12-1VM7OFB 12-1VM8AUM 8.1.1.1 [21211] QF1103 8.1.1.3
12-1VR2YCD 12-1VR2YD7 8.1.1.1 [21211] QF1104 8.1.1.3
12-1WA5CGZ 12-1WRAAA5 8.1.1.1 [21211] QF1105 8.1.1.3
12-1WF6G1R 12-1WRAAD1 8.1.1.1 [21211] QF1105 8.1.1.3
12-1X56KI9 12-1X56R61 8.1.1.1 [21211] QF1106 8.1.1.3
12-1VE7EQ3 12-1VG4DL9 8.1.1.1 [21211] QF2103 8.1.1.3
12-1UI8IN7 12-1VR7JA7 8.1.1.1 [21211] QF4101 8.1.1.3
12-1VNJJZ2 12-1VNKHLQ 8.1.1.1 [21211] QF4101 8.1.1.3
12-1VNJZ8L 12-1VNJUIQ 8.1.1.1 [21211] QF4101 8.1.1.3
12-1VR347X 12-1VR348W 8.1.1.1 [21211] QF4101 8.1.1.3
12-1VR398K 12-1VR399Z 8.1.1.1 [21211] QF4101 8.1.1.3
12-1VR4A7V 12-1VR4A8M 8.1.1.1 [21211] QF4101 8.1.1.3
12-1VR4FMB 12-1VR4FN2 8.1.1.1 [21211] QF4101 8.1.1.3
12-1VR6FWO 12-1VR60PC 8.1.1.1 [21211] QF4101 8.1.1.3
12-1UI8IN7 12-1WLTWCD 8.1.1.1 [21211] QF4102 8.1.1.3
12-1VR3957 12-1VR397S 8.1.1.1 [21211] QF4102 8.1.1.3
12-1WCP9WP 12-1WCP9XZ 8.1.1.1 [21211] QF4102 8.1.1.3
12-1WF73FF 12-1WF73IY 8.1.1.1 [21211] QF4102 8.1.1.3
12-1WFFM67 12-1WFFM6W 8.1.1.1 [21211] QF4102 8.1.1.3
12-1R3SHD7 12-1VR77JP 8.1.1.1 [21211] QF5101 8.1.1.3
12-1W6DOPP 12-1W6DOQT 8.1.1.1 [21211] QF6101 8.1.1.3
12-1TXBDIV 12-1WV0RNH 8.1.1.1 [21211] QF7101 8.1.1.3
12-1W6PXXB 12-1WV0ROK 8.1.1.1 [21211] QF7101 8.1.1.3
12-1WA5CGZ 12-1XWWVON 8.1.1.1 [21211] QF7103 8.1.1.3
12-1WF6G1R 12-1XWWVPV 8.1.1.1 [21211] QF7103 8.1.1.3
12-1X56KGX 12-1XWWVQT 8.1.1.1 [21211] QF7103 8.1.1.3
12-1X56KI9 12-1XWWVRR 8.1.1.1 [21211] QF7103 8.1.1.3
12-1VR46RP 12-1VR46SJ 8.1.1.1 [21211] QF0100 8.1.1.3
Table 2. Quick Fixes Included in Version 8.1.1.x
Change Request ID
Fix Request ID Fix Pack Base
Quick Fix Version
Merged Into Fix Pack
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R24
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Quick Fixes Included in8.1.1.x Fix Packs
12-1REV4NL 12-1VDPAUL 8.1.1.1 [21211] QF0118 8.1.1.3
12-1SJ54EF 12-1VGLLFE 8.1.1.1 [21211] QF0121 8.1.1.3
12-1U5SY53 12-1VMAX0J 8.1.1.1 [21211] QF0126 8.1.1.3
12-1VNJ20P 12-1VR2KIF 8.1.1.1 [21211] QF0132 8.1.1.3
12-1VNJZD9 12-1VR3YPZ 8.1.1.1 [21211] QF0136 8.1.1.3
12-1VM81EJ 12-1VR3OK5 8.1.1.1 [21211] QF0137 8.1.1.3
12-1V418SN 12-1V418T8 8.1.1.1 [21211] QF0138 8.1.1.3
12-1VNKRB3 12-1VNKRC7 8.1.1.1 [21211] QF0140 8.1.1.3
12-1UJQNRZ 12-1VMCBXB 8.1.1.1 [21211] QF0143 8.1.1.3
12-1VROIM3 12-1VROIMY 8.1.1.1 [21211] QF0148 8.1.1.3
12-1V41905 12-1VR46VZ 8.1.1.1 [21211] QF0149 8.1.1.3
12-1VM6N0D 12-1VM6N0Y 8.1.1.1 [21211] QF0150 8.1.1.3
12-1T2II25 12-1WF6XDZ 8.1.1.1 [21211] QF0154 8.1.1.3
12-1QHN64C 12-1VM5JMC 8.1.1.1 [21211] QF0156 8.1.1.3
12-1VMAF2Z 12-1VMC0PF 8.1.1.1 [21211] QF0160 8.1.1.3
12-1W4M5S2 12-1WAWS42 8.1.1.1 [21211] QF0162 8.1.1.3
12-1RVO17F 12-1VR5GB0 8.1.1.1 [21211] QF0164 8.1.1.3
12-1VM83AX 12-1X5630E 8.1.1.1 [21211] QF0170 8.1.1.3
12-1VR66BT 12-1VR6WMR 8.1.1.1 [21211] QF0170 8.1.1.3
12-1VR4BZH 12-1WF6HRX 8.1.1.1 [21211] QF0172 8.1.1.3
12-1X3PRS9 12-1X3PRSZ 8.1.1.1 [21211] QF0173 8.1.1.3
12-1WXFOAB 12-1X1RZWH 8.1.1.1 [21211] QF0174 8.1.1.3
12-1UH87BR 12-1WF6V8X 8.1.1.1 [21211] QF0176 8.1.1.3
12-1XFIDB5 12-1XHFCTH 8.1.1.1 [21211] QF0176 8.1.1.3
12-1X65TKV 12-1XKSUW0 8.1.1.1 [21211] QF0181 8.1.1.3
12-1S9QMWN 12-1XPN62V 8.1.1.1 [21211] QF0186 8.1.1.3
12-1VM6N8P 12-1VM7TE6 8.1.1.1 [21211] QF0186 8.1.1.3
12-1LC1A2Z 12-1XVG87F 8.1.1.1 [21211] QF0188 8.1.1.3
12-1Q16OWB 12-1X4CYI9 8.1.1.1 [21211] QF0189 8.1.1.3
12-1VM72OT 12-1XP58ZT 8.1.1.1 [21211] QF0190 8.1.1.3
Table 2. Quick Fixes Included in Version 8.1.1.x
Change Request ID
Fix Request ID Fix Pack Base
Quick Fix Version
Merged Into Fix Pack
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 25
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Quick Fixes Included in 8.1.1.x Fix Packs
12-1VMAEXZ 12-1VMBEH5 8.1.1.1 [21211] QF0190 8.1.1.3
12-1UH87LR 12-1Y72ZUH 8.1.1.1 [21211] QF01AF 8.1.1.3
12-1VR2NH1 12-1VR2NII 8.1.1.1 [21211] QF1104 8.1.1.3
12-1TXBDIV 12-1WLTK5Q 8.1.1.1 [21211] QF1105 8.1.1.3
12-1UW5DFF 12-1UW5DGH 8.1.1.1 [21211] QF1105 8.1.1.3
12-1W6PXXB 12-1W6PXY5 8.1.1.1 [21211] QF1105 8.1.1.3
12-1X56155 12-1X56KGK 8.1.1.1 [21211] QF1106 8.1.1.3
12-1X56KGX 12-1X56KHX 8.1.1.1 [21211] QF1106 8.1.1.3
12-1X65TKV 12-1XVG99R 8.1.1.1 [21211] QF1107 8.1.1.3
12-1UH87BR 12-1VPNBHD 8.1.1.1 [21211] QF2103 8.1.1.3
12-1VMJW4R 12-1VNJUJS 8.1.1.1 [21211] QF4101 8.1.1.3
12-1VNJJXN 12-1VNKHMB 8.1.1.1 [21211] QF4101 8.1.1.3
12-1VNJZ9H 12-1VNJUHZ 8.1.1.1 [21211] QF4101 8.1.1.3
12-1VR3GUN 12-1VR4LB3 8.1.1.1 [21211] QF4101 8.1.1.3
12-1VR4V1B 12-1VR4V22 8.1.1.1 [21211] QF4101 8.1.1.3
12-1VR6QRN 12-1VR6QT2 8.1.1.1 [21211] QF4101 8.1.1.3
12-1WF77PG 12-1WF77Q5 8.1.1.1 [21211] QF4102 8.1.1.3
12-1VM6N4J 12-1XQ49XF 8.1.1.1 [21211] QF5105 8.1.1.3
12-1VR2NH1 12-1WIXZ3T 8.1.1.1 [21211] QF7101 8.1.1.3
12-1X0C24K 12-1X0C26K 8.1.1.1 [21211] QF7102 8.1.1.3
12-1X56155 12-1XYCA25 8.1.1.1 [21211] QF7103 8.1.1.3
12-1X65TKV 12-1XWWVSZ 8.1.1.1 [21211] QF7103 8.1.1.3
12-1XVXEFP 12-1XWET8K 8.1.1.1 [21211] QF7103 8.1.1.3
12-1KXYCJ7 12-1VGLLDP 8.1.1.1 [21211] QF0121 QF0121 8.1.1.3
12-1VM81EJ 12-1VMATZX 8.1.1.2 [21215] QF0201 8.1.1.3
12-1VR4BF7 12-1VR3P8V 8.1.1.2 [21215] QF0201 8.1.1.3
12-1UI7QYZ 12-1V14JRA 8.1.1.2 [21215] QF0202 8.1.1.3
12-1W7XG07 12-1WF75UB 8.1.1.2 [21215] QF0205 8.1.1.3
12-1U4NF3F 12-1VKHKCF 8.1.1.2 [21215] QF0206 8.1.1.3
12-1VR4BT3 12-1VR50U7 8.1.1.2 [21215] QF0207 8.1.1.3
Table 2. Quick Fixes Included in Version 8.1.1.x
Change Request ID
Fix Request ID Fix Pack Base
Quick Fix Version
Merged Into Fix Pack
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R26
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Quick Fixes Included in8.1.1.x Fix Packs
12-1WF6PLV 12-1WHFPCJ 8.1.1.2 [21215] QF0207 8.1.1.3
12-1QG70K8 12-1VMBCSV 8.1.1.2 [21215] QF0208 8.1.1.3
12-1SJNUGJ 12-1WQ5VI3 8.1.1.2 [21215] QF0209 8.1.1.3
12-1VMAEXZ 12-1WLUFT3 8.1.1.2 [21215] QF0210 8.1.1.3
12-1DK2UO8 12-1WU19LH 8.1.1.2 [21215] QF0211 8.1.1.3
12-1U5V32T 12-1VR5ESF 8.1.1.2 [21215] QF0212 8.1.1.3
12-1QHN64C 12-1WYEYBP 8.1.1.2 [21215] QF0213 8.1.1.3
12-1JGY6HC 12-1WYWA9N 8.1.1.2 [21215] QF0216 8.1.1.3
12-1X6681L 12-1XCMB93 8.1.1.2 [21215] QF0216 8.1.1.3
12-1VR78HP 12-1VR7VHR 8.1.1.2 [21215] QF0217 8.1.1.3
12-1X1AZAL 12-1X65NWV 8.1.1.2 [21215] QF0218 8.1.1.3
12-1X3PH1V 12-1X4OYWX 8.1.1.2 [21215] QF0220 8.1.1.3
12-1VNKRB3 12-1X98CML 8.1.1.2 [21215] QF0221 8.1.1.3
12-1V418GZ 12-1WYEKN7 8.1.1.2 [21215] QF0222 8.1.1.3
12-1PPACL7 12-1VMB80D 8.1.1.2 [21215] QF0223 8.1.1.3
12-1VEOU89 12-1WF6MH3 8.1.1.2 [21215] QF0223 8.1.1.3
12-1WA5CGZ 12-1WEE4GH 8.1.1.2 [21215] QF0223 8.1.1.3
12-1WF6G1R 12-1WF7AUB 8.1.1.2 [21215] QF0223 8.1.1.3
12-1X65TKV 12-1X65TML 8.1.1.2 [21215] QF0223 8.1.1.3
12-1V418N3 12-1X1AS17 8.1.1.2 [21215] QF0225 8.1.1.3
12-1NSKPIL 12-1X8R0OX 8.1.1.2 [21215] QF0226 8.1.1.3
12-1S9QMWN 12-1VM55TX 8.1.1.2 [21215] QF0227 8.1.1.3
12-1STC0L5 12-1XHX1P1 8.1.1.2 [21215] QF0230 8.1.1.3
12-1UH87BR 12-1WXFIOE 8.1.1.2 [21215] QF0231 8.1.1.3
12-1XFIDB5 12-1XHFCUG 8.1.1.2 [21215] QF0231 8.1.1.3
12-1UJQNRZ 12-1X0SZC7 8.1.1.2 [21215] QF0232 8.1.1.3
12-1W4M5R5 12-1XC4U97 8.1.1.2 [21215] QF0232 8.1.1.3
12-1W4M5S2 12-1XC4UA1 8.1.1.2 [21215] QF0232 8.1.1.3
12-1XCM9RR 12-1XEJ0CQ 8.1.1.2 [21215] QF0233 8.1.1.3
12-1T2IN2L 12-1TK4R41 8.1.1.2 [21215] QF0238 8.1.1.3
Table 2. Quick Fixes Included in Version 8.1.1.x
Change Request ID
Fix Request ID Fix Pack Base
Quick Fix Version
Merged Into Fix Pack
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 27
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Quick Fixes Included in 8.1.1.x Fix Packs
12-1U0AX75 12-1VGLSEY 8.1.1.2 [21215] QF0238 8.1.1.3
12-1VNIMYR 12-1X663V7 8.1.1.2 [21215] QF0238 8.1.1.3
12-1X0BIZX 12-1X0BJ10 8.1.1.2 [21215] QF0239 8.1.1.3
12-1UH87LR 12-1WYVUF3 8.1.1.2 [21215] QF0240 8.1.1.3
12-1XC7L1L 12-1XC7L26 8.1.1.2 [21215] QF0241 8.1.1.3
12-1VMC9ID 12-1XT0PSF 8.1.1.2 [21215] QF0246 8.1.1.3
12-1VM7HW1 12-1XS1LZH 8.1.1.2 [21215] QF0251 8.1.1.3
12-1Q16OWB 12-1VMBP4R 8.1.1.2 [21215] QF0253 8.1.1.3
12-1VHLD1H 12-1Y2P00T 8.1.1.2 [21215] QF0254 8.1.1.3
12-1VMAF2Z 12-1YDEQQT 8.1.1.2 [21215] QF0256 8.1.1.3
12-1LC1A2Z 12-1Y54T99 8.1.1.2 [21215] QF0257 8.1.1.3
12-1VR43FP 12-1YK6TOR 8.1.1.2 [21215] QF0259 8.1.1.3
12-1V41SPV 12-1XEJIBF 8.1.1.2 [21215] QF1201 8.1.1.3
12-1VR4BVB 12-1VR5ATP 8.1.1.2 WM5 [21215_1] 8.1.1.2 [21215_1]
8.1.1.3
12-1V6XL7R 12-1V7WKHX 8.1.1.2 WM5 [21215_1] 8.1.1.2 WM5 [21215_1]
8.1.1.3
12-1VNJH0Z 12-1VNJH1R 8.1.1.2 WM5 [21215_1] 8.1.1.2 WM5 [21215_1]
8.1.1.3
12-1WCP7ZT 12-1WCP80M 8.1.1.2 WM5 [21215_1] 8.1.1.2 WM5 [21215_1]
8.1.1.3
12-1X1S03V 12-1X1GML7 8.1.1.2 WM5 [21215_2] 8.1.1.2 WM5 _21215_2]
8.1.1.3
12-1VNJY1R 12-1VR6P9H 8.1.1.2 WM5 [21215_3] 8.1.1.2 WM5 [21215_3]
8.1.1.3
12-1PBVORR 12-1SM2F17 8.1.1 [21112] QF0008 8.1.1.2
12-1SI5H61 12-1SI5H6M 8.1.1 [21112] QF0008 8.1.1.2
12-1TBLYYA 12-1TBLZ15 8.1.1 [21112] QF0015 8.1.1.2
12-1THO6OP 12-1TK476J 8.1.1 [21112] QF0016 8.1.1.2
12-1T7V4R7 12-1TBLYXR 8.1.1 [21112] QF0017 8.1.1.2
12-1TH5NV5 12-1THO2I5 8.1.1 [21112] QF0017 8.1.1.2
12-1SFPEAN 12-1TK3VLL 8.1.1 [21112] QF0019 8.1.1.2
Table 2. Quick Fixes Included in Version 8.1.1.x
Change Request ID
Fix Request ID Fix Pack Base
Quick Fix Version
Merged Into Fix Pack
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R28
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Quick Fixes Included in8.1.1.x Fix Packs
12-1TGO4RF 12-1TI66LP 8.1.1 [21112] QF0021 8.1.1.2
12-1OQD0BB 12-1TK8U26 8.1.1 [21112] QF0023 8.1.1.2
12-1STC0UB 12-1TK5L5F 8.1.1 [21112] QF0023 8.1.1.2
12-1TK6LZT 12-1TK85H4 8.1.1 [21112] QF0023 8.1.1.2
12-1TD6X31 12-1TDOVOJ 8.1.1 [21112] QF0024 8.1.1.2
12-1L3YVPO 12-1T5WKPM 8.1.1 [21112] QF0025 8.1.1.2
12-1QBCC2R 12-1TA9KB1 8.1.1 [21112] QF0026 8.1.1.2
12-1SJ5MIZ 12-1TS8XK5 8.1.1 [21112] QF0026 8.1.1.2
12-1T2J5H3 12-1TARVI6 8.1.1 [21112] QF0026 8.1.1.2
12-1SBRAKT 12-1TTI5LX 8.1.1 [21112] QF0031 8.1.1.2
12-1TK4CEL 12-1TK9IXL 8.1.1 [21112] QF0031 8.1.1.2
12-1QMX8LP 12-1U0DDZT 8.1.1 [21112] QF0033 8.1.1.2
12-1U0BPQZ 12-1U0BPSO 8.1.1 [21112] QF0034 8.1.1.2
12-1T7DG8H 12-1T7DG98 8.1.1 [21112] QF0035 8.1.1.2
12-1RHR0N1 12-1TARVQH 8.1.1 [21112] QF0037 8.1.1.2
12-1R6NUCR 12-1TDO7P7 8.1.1 [21112] QF0040 8.1.1.2
12-1TUVZQ9 12-1TXBVH1 8.1.1 [21112] QF0041 8.1.1.2
12-1U5RB3V 12-1U5RB5J 8.1.1 [21112] QF0041 8.1.1.2
12-1UHPV6B 12-1UHPV78 8.1.1 [21112] QF0042 8.1.1.2
12-1TXC3RL 12-1TXT92X 8.1.1 [21112] QF0044 8.1.1.2
12-1U4I7KV 12-1U5RZSJ 8.1.1 [21112] QF0044 8.1.1.2
12-1TK9JCV 12-1U0AHDE 8.1.1 [21112] QF0045 8.1.1.2
12-1UI81Z5 12-1UI820R 8.1.1 [21112] QF0046 8.1.1.2
12-1ME9N7W 12-1U8SE0P 8.1.1 [21112] QF0048 8.1.1.2
12-1U0866H 12-1U09KKL 8.1.1 [21112] QF0048 8.1.1.2
12-1UI8T7X 12-1UFS6HJ 8.1.1 [21112] QF0048 8.1.1.2
12-IVNITD 12-1U5RJ4P 8.1.1 [21112] QF0048 8.1.1.2
12-OM5V6D 12-1TDOR8T 8.1.1 [21112] QF0048 8.1.1.2
12-1UIB7Z9 12-1UMPRTK 8.1.1 [21112] QF0049 8.1.1.2
12-1SSTZQV 12-1UJQL8W 8.1.1 [21112] QF0050 8.1.1.2
Table 2. Quick Fixes Included in Version 8.1.1.x
Change Request ID
Fix Request ID Fix Pack Base
Quick Fix Version
Merged Into Fix Pack
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 29
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Quick Fixes Included in 8.1.1.x Fix Packs
12-1UH87BR 12-1UH8JTX 8.1.1 [21112] QF0051 8.1.1.2
12-1KJP2WG 12-1UIA3SN 8.1.1 [21112] QF0053 8.1.1.2
12-1RRBFQ9 12-1UOWLB9 8.1.1 [21112] QF0054 8.1.1.2
12-1QPSY8J 12-1UIADXT 8.1.1 [21112] QF0055 8.1.1.2
12-1V0598R 12-1UZMXSH 8.1.1 [21112] QF0056 8.1.1.2
12-1SBRA31 12-1STC1G9 8.1.1 [21112] QF0058 8.1.1.2
12-1TGOA5B 12-1V41YTV 8.1.1 [21112] QF0060 8.1.1.2
12-1VH3J0H 12-1VH3J1D 8.1.1 [21112] QF0064 8.1.1.2
12-1UGQK67 12-1UG91VX 8.1.1 [21112] QF0065 8.1.1.2
12-1U8XCTD 12-1U8XCU7 8.1.1 [21112] QF0066 8.1.1.2
12-1T6DMLW 12-1VI33A5 8.1.1 [21112] QF0067 8.1.1.2
12-1UI8QNP 12-1VKHLAV 8.1.1 [21112] QF0068 8.1.1.2
12-1UU5KSH 12-1UX5VWV 8.1.1 [21112] QF0074 8.1.1.2
12-1RPD2ML 12-1VM83TH 8.1.1 [21112] QF0076 8.1.1.2
12-1OK0UBP 12-1VEOVOV 8.1.1 [21112] QF0081 8.1.1.2
12-1VM6N5D 12-1VR58XF 8.1.1 [21112] QF0082 8.1.1.2
12-1V6FY27 12-1V6FY31 8.1.1 PDA [21112_2] 8.1.1 PDA [21112_2]
8.1.1.2
12-1SBRAKT 12-1UH8553 8.1.1.1 [21211] QF0101 8.1.1.2
12-1TGO4RF 12-1UI8E4P 8.1.1.1 [21211] QF0101 8.1.1.2
12-1OVCU5D 12-1UI8Y05 8.1.1.1 [21211] QF0103 8.1.1.2
12-1UQ62AL 12-1UX6LM3 8.1.1.1 [21211] QF0104 8.1.1.2
12-1TK9JCV 12-1UZ5U7X 8.1.1.1 [21211] QF0105 8.1.1.2
12-1THO6OP 12-1UX5DMT 8.1.1.1 [21211] QF0106 8.1.1.2
12-1UGQKML 12-1UI7VPC 8.1.1.1 [21211] QF0106 8.1.1.2
12-IVNITD 12-1UIBF3Z 8.1.1.1 [21211] QF0106 8.1.1.2
12-1TK4UOX 12-1U0F4EH 8.1.1.1 [21211] QF0107 8.1.1.2
12-1U0A9KV 12-1UIA7EN 8.1.1.1 [21211] QF0107 8.1.1.2
12-1QMX8LP 12-1UXMXVV 8.1.1.1 [21211] QF0108 8.1.1.2
12-1V3JQI3 12-1V3JQIN 8.1.1.1 [21211] QF0109 8.1.1.2
Table 2. Quick Fixes Included in Version 8.1.1.x
Change Request ID
Fix Request ID Fix Pack Base
Quick Fix Version
Merged Into Fix Pack
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R30
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Quick Fixes Included in8.1.1.x Fix Packs
12-1SBRA31 12-1UW6491 8.1.1.1 [21211] QF0110 8.1.1.2
12-1UX6FHT 12-1UZD71U 8.1.1.1 [21211] QF0112 8.1.1.2
12-1R0X6NL 12-1V4108B 8.1.1.1 [21211] QF0113 8.1.1.2
12-1L3YVPO 12-1V9TQUZ 8.1.1.1 [21211] QF0116 8.1.1.2
12-1S1FXNF 12-1VBAHH9 8.1.1.1 [21211] QF0117 8.1.1.2
12-1VK09JB 12-1VK09K4 8.1.1.1 [21211] QF0119 8.1.1.2
12-1R6NUCR 12-1VM565P 8.1.1.1 [21211] QF0120 8.1.1.2
12-1TENCIJ 12-1VGLLFW 8.1.1.1 [21211] QF0121 8.1.1.2
12-1VM5K43 12-1VM585D 8.1.1.1 [21211] QF0122 8.1.1.2
12-OM5V6D 12-1VM8YSH 8.1.1.1 [21211] QF0123 8.1.1.2
12-1PBVORR 12-1VM6VS9 8.1.1.1 [21211] QF0127 8.1.1.2
12-1RRBFQ9 12-1VM9CT7 8.1.1.1 [21211] QF0128 8.1.1.2
12-1U5R7UV 12-1VNJ8VX 8.1.1.1 [21211] QF0129 8.1.1.2
12-1VM6N5D 12-1VM90VR 8.1.1.1 [21211] QF0131 8.1.1.2
12-1V0598R 12-1VR2KEB 8.1.1.1 [21211] QF0136 8.1.1.2
12-1VH3J0H 12-1VR2KGF 8.1.1.1 [21211] QF0136 8.1.1.2
12-1NSKL0N 12-1VABKYK 8.1.1.1 [21211] QF0142 8.1.1.2
12-1TUED13 12-1VR3YEY 8.1.1.1 [21211] QF0142 8.1.1.2
12-1TBLYYA 12-1WCVGL3 8.1.1.1 [21211] QF0147 8.1.1.2
12-1SF7E1F 12-1VR36YB 8.1.1.1 [21211] QF1104 8.1.1.2
12-1OVCU5D 12-1VCQE1C 8.1.1.1 [21211] QF2101 8.1.1.2
12-1UQ62AL 12-1VCQE0E 8.1.1.1 [21211] QF2101 8.1.1.2
12-1UX5Q36 12-1UX5Q4K 8.1.1.1 [21211] QF2101 8.1.1.2
12-1UX6LOB 12-1UX6LQ5 8.1.1.1 [21211] QF2101 8.1.1.2
12-1UX5RJV 12-1VR5MSB 8.1.1.1 [21211] QF4101 8.1.1.2
12-1QK1GG2 12-1QK1GGU 8.1.1 [21111] QF0001 8.1.1.1
12-1RBHO55 12-1RBHO6F 8.1.1 [21111] QF0001 8.1.1.1
12-1RPF1Z9 12-1RPF20H 8.1.1 [21111] QF0001 8.1.1.1
12-1RR1O5N 12-1RRCAHA 8.1.1 [21111] QF0001 8.1.1.1
12-1RRCAHM 12-1RRCAIV 8.1.1 [21111] QF0001 8.1.1.1
Table 2. Quick Fixes Included in Version 8.1.1.x
Change Request ID
Fix Request ID Fix Pack Base
Quick Fix Version
Merged Into Fix Pack
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 31
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Quick Fixes Included in 8.1.1.x Fix Packs
12-1RNH7ER 12-1RNH7G4 8.1.1 [21111] QF0001 8.1.1.1
12-1NLY66Z 12-1R7MK4U 8.1.1 [21111] QF0002 8.1.1.1
12-1KDK35I 12-1RBZBRA 8.1.1 [21111] QF0003 8.1.1.1
12-1S8QNHX 12-1S8QNIW 8.1.1 [21112] QF0004 8.1.1.1
12-1QT7XTB 12-1S20GWP 8.1.1 [21112] QF0005 8.1.1.1
12-1ONVDYP 12-1SGOF1D 8.1.1 [21112] QF0006 8.1.1.1
12-1RKLYHL 12-1RKLYIW 8.1.1 [21112] QF0006 8.1.1.1
12-1S8I5DB 12-1SGOF07 8.1.1 [21112] QF0006 8.1.1.1
12-1RAJ07R 12-1SD932B 8.1.1 [21112] QF0007 8.1.1.1
12-1KPTT57 12-1S4C6VJ 8.1.1 [21112] QF0009 8.1.1.1
12-1M4CI03 12-1M4CI1D 8.1.1 [21112] QF0009 8.1.1.1
12-1PCDF0P 12-1SB8AZ3 8.1.1 [21112] QF0009 8.1.1.1
12-1RPEN89 12-1ROX0RL 8.1.1 [21112] QF0009 8.1.1.1
12-1RVNYWA 12-1RXLAYA 8.1.1 [21112] QF0009 8.1.1.1
12-1SD8MX5 12-1SD8MYF 8.1.1 [21112] QF0009 8.1.1.1
12-1SSU76Z 12-1SSU77O 8.1.1 [21112] QF0009 8.1.1.1
12-1RVNYUP 12-1RVNYW3 8.1.1 [21112] QF0009 8.1.1.1
12-1RZPUA5 12-1S98C5N 8.1.1 [21112] QF0009 8.1.1.1
12-1RZPUB1 12-1S8R2S7 8.1.1 [21112] QF0009 8.1.1.1
12-1SSU75R 12-1SSU76Q 8.1.1 [21112] QF0009 8.1.1.1
12-1P5N6JM 12-1SLLJBD 8.1.1 [21112] QF0011 8.1.1.1
12-1OUTTD2 12-1T30LUT 8.1.1 [21112] QF0012 8.1.1.1
12-1SW8CMD 12-1T12EQ1 8.1.1 [21112] QF0013 8.1.1.1
12-1SK50OF 12-1SZMHS5 8.1.1 [21112] QF0014 8.1.1.1
12-1Q25Q6M 12-1TB9J4X 8.1.1 [21112] QF0018 8.1.1.1
12-1TK7X5V 12-1TKA88F 8.1.1 [21112] QF0030 8.1.1.1
12-1N3J10T 12-1TXT2GX 8.1.1 [21112] QF0032 8.1.1.1
12-1RAJ07R 12-1SINFF1 8.1.1 [21112] QF1001 8.1.1.1
Table 2. Quick Fixes Included in Version 8.1.1.x
Change Request ID
Fix Request ID Fix Pack Base
Quick Fix Version
Merged Into Fix Pack
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R32
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Enhancements andUpdates in 8.1.1.x Fix Packs
Enhancements and Updates in 8.1.1.x Fix PacksThis topic identifies the enhancements and updates provided in version 8.1.1.x releases. Enhancements in 8.1.1.x Fix Pack releases are cumulative. This topic contains the following subtopics:
■ “Enhancements and Updates in Version 8.1.1.4” on page 33
■ “Enhancements and Updates in Version 8.1.1.3” on page 34
■ “Enhancements and Updates in Version 8.1.1.2” on page 36
■ “Enhancements and Updates in Version 8.1.1.1” on page 37
Enhancements and Updates in Version 8.1.1.4Table 3 lists the enhancements and updates provided in version 8.1.1.4.
This topic is part of “Enhancements and Updates in 8.1.1.x Fix Packs” on page 33.
Table 3. Enhancements and Updates in Version 8.1.1.4
Feature Enhancement or Certification Number Feature Enhancement or Certification Description
ACR 475A Enhances UCM to support the Higher Education application.
ACR 475B Enhances UCM to provide Data Governance, Data Quality, and usability enhancements.
ACR 499 ACR 499 provides the following enhancements to the Bulk Orders functionality:
■ Bulk Promotion Upgrade and disconnect: Customers can apply promotions to products using bulk requests.
■ Bulk Quotes: Customers can create Bulk Quotes.
■ Agreement and Network Child Types in Action Set: Customers can add Network or Agreement Products in orders or quotes using Bulk Requests.
■ Account Group Specification: Customers can use existing account, contact, or assets lists to create bulk requests.
■ Submit Bulk Orders: Bulk orders can be submitted to the back office in a single click from the Bulk Request screen.
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 33
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Enhancements and Updates in 8.1.1.x Fix Packs
Enhancements and Updates in Version 8.1.1.3Table 5 lists the enhancements and updates provided in version 8.1.1.3.
ACR 502 ACR 502 provides the following Siebel Configurator enhancements:
■ The ability to defer an update within a scripting event to allow multiple attribute change even add/set attribute calls.
■ A new scripting event to get product attribute values.
■ The ability to show/hide UI controls based on user properties and the instance variable values.api method.
ACR 526 Trade Promotions Management Quickstart
ACR 543 Extends the Siebel web services framework to provide an endpoint through Oracle WLS.
ACR 623 Intelligent-Offer Generation (IOG) and certification with RTD 3.0
ACR 626 Integration of Mobile Sales Assistant to the Siebel On-Premise application.
Table 3. Enhancements and Updates in Version 8.1.1.4
Feature Enhancement or Certification Number Feature Enhancement or Certification Description
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R34
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Enhancements andUpdates in 8.1.1.x Fix Packs
This topic is part of “Enhancements and Updates in 8.1.1.x Fix Packs” on page 33.
Table 4. Enhancements and Updates in Version 8.1.1.3
Feature Enhancement or Certification Number Feature Enhancement or Certification Description
ACR 426 Adds electronic medical device reporting to the AECM module.
ACR 463 ACR 463 provides the following enhancements:
Order to Activate Enhancements:
■ Cancel Order header button
■ Cancellation affecting future dated orders:
■ Changes to support order revisions
■ Computing previous values on Submit
■ Dependency on follow-on orders
■ Due Date changes for Disconnect
■ Extending Sales Order EBO
■ Invalidate stale orders
■ Keep customer intent of submitted orders
■ Line item history
■ Non-paying accounts
■ Trouble Ticketing extensions
■ Order Update Business Web Service
■ Product Class/Attribute Sync Web Service
■ Product Import Web Service
Product Extensions for O2A:
■ Verify future-dated orders (warning message on header)
■ Warning messages on assets for future-dated orders
Order to Bill PIP Enhancements:
■ Support Friends and Family
■ Collections Flow
■ Map CRM discount to billing objects
■ Order validations
Billing Management UI enhancements:
■ Adjust unbilled events and child account events
■ Display child account balance in Siebel Billing Management screen.
■ View promotion name on invoice.
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 35
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Enhancements and Updates in 8.1.1.x Fix Packs
Enhancements and Updates in Version 8.1.1.2Table 6 lists the enhancements and updates provided in version 8.1.1.2.
ACR 474 Supports OSM Integration and the Order to Activate PIP, and forward-ports MDM, PIM, and Order to Cash enhancements from Siebel 8.x to Siebel 8.1.1.x applications.
ACR 500 Enables effective bundling of products necessary in the communications, finance, media, and utilities industries, and enhances promotion capabilities for component-level commitment, eligibility in promotion upgrade, asset-based recommendations, and split/merge capabilities of promotions.
ACR 508 Forward-ports the Order to Cash PIP to Siebel version 8.1.1 applications.
ACR 529 Provides a single-step upgrade from Siebel Enterprise Applications to Siebel Industry Applications.
ACR 539 Modifies the Siebel Clinical product to support the Study, Subject, and Visit Synchronization Process Integration Pack for Siebel Clinical and Oracle Clinical. This enhancement also provides a way to accurately track and respond to issues related to site performance and protocol adherence.
ACR 562 ACR 562 extends the functionality previously provided by ACR 422, which was included in the Siebel 8.1.1.1 Fix Pack.
ACR 422 provided the following functionality:
■ Added missing text for ALT strings and other text read by screen readers.
■ Added titles for views and applets.
■ Provided announcements of row and column identifiers in list applets and allows the column used for the row identifier to be configurable.
■ Fixed various "loss-of-focus" defects.
■ Fixed various tab-order defects that are most often encountered when users are navigating between applets.
■ Fixed various keyboard-shortcut defects and extends the set of available shortcuts.
■ Added helps topics for accessibility and updates the keyboard shortcuts help topics.
ACR 574 Provides Lymba as the Smart Answer Engine.
Table 4. Enhancements and Updates in Version 8.1.1.3
Feature Enhancement or Certification Number Feature Enhancement or Certification Description
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R36
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Enhancements andUpdates in 8.1.1.x Fix Packs
This topic is part of “Enhancements and Updates in 8.1.1.x Fix Packs” on page 33.
Enhancements and Updates in Version 8.1.1.1Table 6 lists the enhancements and updates provided in version 8.1.1.1.
Table 5. Enhancements and Updates in Version 8.1.1.2
Feature Enhancement or Certification Number Feature Enhancement or Certification Description
ACR 444 ACR 444 provides the following enhancements:
■ Provides a utility for administrators to act on failing Store-and-Forward transactions.
■ Enhances logging capabilities (server).
ACR 457 Provides cross-network validation and cascade delete enhancements for network ordering for Siebel Customer Order Management for SIA.
ACR 464 Provides support for CRM Desktop for Outlook.
ACR 468B Allows Siebel Client Sync to support Lotus Notes 8.0 and Microsoft Outlook 2007 with Intellisync 7.x SDK.
ACR 492 Provides Web service access through the Mobile Web Client to other local desktop applications.
ACR 494 Provides Event Check enhancements and BEO Report functionality for the Siebel Travel & Transportation application.
ACR 544 Enhances the Siebel Remote utility and allows it to be integrated with the Siebel HA Upgrade solution.
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 37
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Enhancements and Updates in 8.1.1.x Fix Packs
This topic is part of “Enhancements and Updates in 8.1.1.x Fix Packs” on page 33.
Table 6. Enhancements and Updates in Version 8.1.1.1
Feature Enhancement or Certification Number Feature Enhancement or Certification Description
ACR 432 Prevents users from opening multiple sessions on the Mobile Web Client.
ACR 435 ACR 435 resolves the following issues with the printed version of the 5 Day Weekly HTML Calendar:
■ The calendar only shows appointments that are scheduled within the 8 a.m. to 5 p.m. workday.
■ The default page orientation for most printers is set to Portrait.
■ Changing the display intervals on the Calendar results in sporadic results.
■ Contact Name, Primary Phone, and Description should be displayed on the 5 Day Weekly Calendar for each appointment.
ACR 437 Provides the ability to expose CDI WebServices for all CRUD operations on key entities such as Account, Contact, Household, Financial Account, and so forth.
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ACR 439 ACR 439 contains the following enhancements for Siebel Search
■ Activates the Advanced Search button only when a search engine has been configured.
■ Converts Saved Searches from an HTML list to a drop-down list.
■ Makes Recent Saved Searches only display when a search engine has been configured.
■ Implements Preview with Search functionality to match the functionality available with Siebel version 7 applications. ACR 439 provides a preview button in the Search results pane (left-pane search). When users click the preview button, the record details appear in a pop-up window.
■ Provides Attach functionality that is based on the parent applet. ACR 439 provides an Attach button in the Search results pane (left-pane search). When users click the Attach button, the record selected in the search pane is attached to the record on the right. For example, users can attach a contact to the opportunity record displayed on the right side of the screen.
■ Corrects a Search Definition dependency for the FIND function. FIND categories can now be defined irrespective of the search engine definition.
ACR 450 ACR 450 provides the following enhancements:
■ Menus and Packages
■ Function Space Displays
■ Inventory Display Enhancements
■ Sleeping Room Mapping
ACR 452 ACR 452 provides the following Oracle Secure Enterprise Search enhancements:
■ Remote Administration configuration
■ Auto keyword generation
■ Mixed operator search
■ Searching by file format
■ Dynamic weights
Table 6. Enhancements and Updates in Version 8.1.1.1
Feature Enhancement or Certification Number Feature Enhancement or Certification Description
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Configuration Instructions for Enhancements and UpdatesThis topic contains configuration instructions for some of the enhancements and updates provided in version 8.1.1.x releases.
NOTE: It is only necessary to perform the configurations in the following section if you want to implement the ACRs that they are for.
ACR 456 Allows users to perform Assignment Manager bulk-data maintenance (CRUD on Rules, Positions, candidates and so forth) through client views and screens.
ACR 467 Provides Siebel Financial Services Customer Order Management for Banking functionality.
ACR 471 Bundles the Promotion and Product class relationship so that changing a promotion in a change order loads the default product.
ACR 476 Rebases Siebel Email Response support for Smart Answer support.
ACR 480 ACR 480 provides the following enhancements:
■ Resolves key connection gaps between core processes: marketing and trade management, trade management, and retail execution.
■ Provides key functional enhancements needed to fulfill Oracle Trade Management processes.
■ Significantly enhances usability across trade management in Siebel applications.
ACR 481 ■ Provides the ability to ignore Outlook appointments/tasks based on the “Private” flag.
■ Addresses an issue where the Outlook Add-in can lock users out of their accounts after the password has been changed on the authenticating agent (such as Active Directory), but the users have not updated their Outlook Add-in passwords.
ACR 488 Provides Histories and Futures functionality.
Table 6. Enhancements and Updates in Version 8.1.1.1
Feature Enhancement or Certification Number Feature Enhancement or Certification Description
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You perform the instructions described in the subtopics that follow after you install the current Siebel Fix Pack 8.1.1.x, as described in “Siebel Fix Pack Installation Instructions” on page 453.
NOTE: For more information about activities performed in Siebel Tools, including importing archive (.sif) files, see Using Siebel Tools and Configuring Siebel Business Applications. For more information about activities performed in the Siebel application, see Siebel Applications Administration Guide and related books. These guides are available on the Siebel 8.1 Bookshelf on OTN at http://www.oracle.com/technology/documentation/siebel.html.
This topic contains the following subtopics:
■ “Instructions for ACR 358” on page 42
■ “Instructions for ACR 403” on page 42
■ “Instructions for ACR 422” on page 46
■ “Instructions for ACR 426” on page 67
■ “Instructions for ACR 437” on page 90
■ “Instructions for ACR 439” on page 91
■ “Instructions for ACR 452” on page 96
■ “Instructions for ACR 456” on page 98
■ “Instructions for ACR 457” on page 100
■ “Instructions for ACR 463” on page 104
■ “Instructions for ACR 464” on page 143
■ “Instructions for ACR 467” on page 151
■ “Instructions for ACR 468” on page 158
■ “Instructions for ACR 471” on page 160
■ “Instructions for ACR 474 and ACR 508” on page 160
■ “Instructions for ACR 475” on page 231
■ “Instructions for ACR 476” on page 277
■ “Instructions for ACR 480” on page 281
■ “Instructions for ACR 488” on page 292
■ “Instructions for ACR 494” on page 292
■ “Instructions for ACR 499” on page 292
■ “Instructions for ACR 500” on page 319
■ “Instructions for ACR 502” on page 345
■ “Instructions for ACR 508” on page 357
■ “Instructions for ACR 526” on page 362
■ “Instructions for ACR 539” on page 363
■ “Instructions for ACR 543” on page 385
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■ “Instructions for ACR 562” on page 388
■ “Instructions for ACR 574” on page 433
■ “Instructions for ACR 623” on page 439
■ “Instructions for ACR 626” on page 439
■ “Instructions for BI Publisher Enhancements” on page 442
Instructions for ACR 358For information about how to implement ACR 358, within My Oracle Support, navigate to the Knowledge tab, and search for Doc ID 781368.1
Instructions for ACR 403Use the instructions in the following section to configure ACR 403.
Preinstallation InstructionsBefore you apply the Siebel 8.1.1.x Fix Pack, the local database needs to be extracted from the Server machine and initialized on the machine where Siebel Mobile Client will be installed.
Use the following procedure to extract the local database from the server machine and initialize it on the machine where the Siebel Mobile client will be installed.
To extract the local database and initialize it
1 Navigate to the Administration - Siebel Remote screen.
a Query for HQ, and select APARKER as mobile client and MOBILE CLIENT - STANDARD as routing model.
b Navigate to the Administration - Siebel Remote screen, and then the Remote System Preferences view. Uncheck the following parameters:
❏ Enable Mobile Password Expiration
❏ Enable Mobile Password Syntax Check
❏ Optimized Visibility Check
❏ Check Enable Transaction Logging
2 Enable Siebel Remote Component Group.
3 From the Server Manager command line utility, connect to the Siebel Server and run the following commands:
■ change param authentication=none for comp synchmgr
■ list advanced param authentication for comp synchmgr
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4 Verify that the authentication parameter has been configured correctly.
5 Using the Server Manager Command line utility, run the jobs-Generate New Database and db extract as follows:
■ start task for comp gennewdb with sleeptime = 10
■ list task <tasked ID> (Keep listing the task until the status changes to "Completed")
■ start task for comp dbxtract with client=APARKER
■ list task <tasked ID> (Keep listing the task until the status changes to "Completed")
■ list advanced param portnumber for comp synchmgr
Installation Instructions1 Apply 8.1.1.x on Siebel Tools and Siebel Enterprise Server. (The patch for Siebel Enterprise
Server automatically patches the "Siebel Server, Siebel Gateway Server, and Siebel Database Server components.)
2 Verify that the following files are present under DBSRVR\ENU
■ seed_disconn.dat
■ seed_disconn.inp
3 Verify that the following files are present under <Siebel Tools loc>\TOOLS\REPPATCH\:
■ discon_symbstring.sif
■ disconnected.sif
4 In tools.cfg, make the following changes:
SymStrPrefix = SBL_ (instead of X_)
DockConnString = <Siebel Server Name>::<Synchmgr port>
(For example, sdchs21n467::40400)
5 Log into Siebel Tools as APARKER and point to the local database.
6 Enter the password for APARKER (such as aparker1-2), click Continue, enter the Server password for APARKER at the prompt, and click Next.
Siebel Tools starts initialization of all the tables and parameters for the local database. Once the initialization is done, Siebel Tools will automatically open and will connect to the local database.
7 In the Tools ODBC entry, enter the UID/PWD for the local database. (For the local database, UID/PWD should be DBA/SIEBEL12]
8 Enter the encryption Key for the database and check for the database connection. It should show as successful once the UID/PWD and Encryption Key have been entered correctly.
TIP: To get the encryption key, navigate to the Administration - Siebel Remote screen, and then the Mobile Clients view. Query for the HQ* and then query for the user APARKER. In the Additional Info column, query for RemLocSec:PlainKey.
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9 Log into Siebel Tools (pointing to the local database). Navigate to Tools, and then Check Out.
NOTE: If you receive the "Error connecting to Datasource" error message, then check the data source information. The source should be SSD default instance (UID/Server pwd) and Destination: SSD Local Db default instance.
10 Click the Get button to get all the projects.
Siebel Tools will get all the projects one by one. This will take two to five hours to complete.
11 Open Siebel Tools (connecting to the local database) and lock the following projects one by one by selecting the project and setting the "Locked" flag to "true":
■ Fast Search
■ Service
■ Siebel Universal Agent
■ ERM Admin
■ New Search
■ Siebel Field Service Enterprise
■ Siebel Marketing Enterprise
■ Siebel Sales Enterprise
■ Siebel eChannel
■ Siebel Field Service Enterprise
12 Import the discon_symbstring.sif and Disconnected.sif files (mentioned in Step 3) by clicking on Tools> Import from Archive and selecting the .sif files one by one. Complete the following steps:
a Click the Next button in "Import Wizard - Preview".
Once import is successful, the number of objects imported and updated will display. Click OK.
b Click Finish in "Import Wizard - Summary" to finish the import.
13 Install Mobile Client (MWC) on a Microsoft Windows XP machine (An XP machine is needed to start the DSM listener and .net 2.0 should be installed on that machine.
14 Make a copy of your existing siebel.srf (or siebel_sia.srf for SIA) and compile the imported changes mentioned in Step 12 to the siebel.srf (or siebel_sia.srf).
15 In MWC Application.cfg (such as uagent.cfg for Siebel Call Center Application) make the following changes:
■ DockConnString = <machine name of the Siebel server machine from where the local database is imported>::<Synch Mgr Port> (This is applicable only if this is a fresh installation.) For example, DockConnString = sdcp1952i017::40400
■ SearchDefName = Mobile Client Search Definition
16 Apply Siebel 8.1.1.x on the Mobile Web Client to create the dsm.zip file under <mobile client install loc>\BIN>. Unzip the dsm.zip file to create the dsm folder under <mobile client install loc>\BIN>.
17 Run the dataimp command as follows:
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a Copy the files seed_disconn.dat and seed_disconn.inp files from 4 to the Mobile Client machine (for example, D:\FS\ Build4_Final.)
b Navigate to <mobile client install loc>\BIN> using the command prompt and run the following command.
dataimp /u $USERNAME /p $PASSWORD /c "$Local ODBCDatasource" /f "seed_disconn.dat" /i "seed_disconn.inp" /d $Tableowner /Z Y /l implog.log
For example:
dataimp /u DBA /p SIEBEL12 /c "SEAW Local Db default instance" /f "D:\FS\ Build4_Final \seed_disconn.dat" /i "D:\FS\Build4_Final\seed_disconn.inp" /d siebel /Z Y /l implog.log
Once dataimp command is done, a message will be displayed in the following format showing the details of the tables and rows that were affected:
TOTAL TABLES: 39
TOTAL ROWS PROCESSED: 167
TOTAL ROWS FAILED: 0
TOTAL ROWS SUCCEEDED: 167
ELAPSED TIME: 2.219s
Disconnecting from the database
Adding the Mobile Search Administration ScreenYou must add the Mobile Search Administration screen for each application project in Siebel Tools.
NOTE: The Mobile Search Administration screen has already been added for the Siebel Call Center application.
To add the Mobile Search Administration screen
1 Connect to Siebel Tools.
2 From the Object Explorer, expand the Application object type.
3 Select the application in the Object Explorer, and note the project to which the application belongs.
4 Lock the application project.
5 From the Object Explorer, expand the Application object type.
6 Select Screen Menu Item.
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7 Choose Edit, and then New Record, and use the following information to define the object properties:
For more information about installing and configuring the Disconnected Search Module to enable Siebel Mobile Search, see Siebel Search Administration Guide on the Siebel Bookshelf at http://www.oracle.com/technology/documentation/siebel.html.
Instructions for ACR 422The following sections contain procedures for making the configuration changes needed in order to implement ACR 422.
For more information about accessibility enhancements, see Accessibility Guide for Siebel Business Applications on the Siebel Bookshelf at http://www.oracle.com/technology/documentation/siebel.html.
Use the following procedure to enable screen readers to read out the applet summary for an application. This is a user property based on the respective XML for an application.
To allow screen readers to read out the applet summary for an application
1 Navigate to Object Explorer in Siebel Tools.
2 Navigate to View > Options, and click the Object Explorer tab.
3 Unselect Application Object, select it again to add all of the child objects to the Object Explorer, and click OK.
4 Click Application, and query for the Application Names listed in the following table:
Property Description
Screen This should be set to Search Mobile Admin View Screen.
Sequence Use Screen View Sequence Editor to determine the sequence of views. Do not edit the Sequence property of the Screen View Object manually. See Configuring Siebel Business Applications for defining Sequence for Screen View Objects.
Text - String Reference
This should be set to SBL_ADMINISTRATION_-_MOBILE_SEARCH.
New/Changed Name
Application User Property Value
SIA SIF File Name
HOR SIF File Name
Changed Siebel Universal Agent
AccessibilityXMLFileName
Accessibility_Callcenter.xml
Accessibility_Callcenter_SIA.sif
Accessibility_Callcenter_HOR.sif
Changed Siebel eMarketing
AccessibilityXMLFileName
Accessibility_eMarketing.xml
Accessibility_eMarketing_SIA.sif
Accessibility_eMarketing_HOR.sif
Changed Siebel eSales AccessibilityXMLFileName
Accessibility_eSales.xml
Accessibility_eSales_SIA.sif
Accessibility_eSales_HOR.sif
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5 Click the '+' sign and select 'Application User Property'.
6 Lock the object, right-click and select New Record.
7 Add the User Properties listed in the preceding table.
8 Save the changes.
Enabling Screen Readers to Read MVGs and Pick Applets for Calendar, Calculator, and MVGUse the following procedure to enable screen readers to read out the MVG and Pick Applet for Calendar, Calculator, and MVG. After these changes have been made, screen readers will read out a Calendar Pick Applet as shown in the following example: Start Date: 25/07/2007 Calendar Icon.
To enable screen readers to read out the MVG and Pick Applet for Calendar, Calculator, and MVG (Symbolic Strings)
1 Navigate to Object Explorer in Siebel Tools.
2 Navigate to View > Options, and click the Object Explorer tab.
3 Select the Symbolic Strings Object and click OK to add the Symbolic Strings object to Object Explorer.
4 Click on Symbolic Strings and query for 'Current String Value' as 'Input'.
5 Lock the object.
6 Make the following changes, as detailed in the following table:
a For SBL_CALCULATOR_ICON_ALT_TXT, change 'Current String Value' to 'Calculator'.
Changed Siebel eService AccessibilityXMLFileName
Accessibility_eService.xml
Accessibility_eService_SIA.sif
Accessibility_eService_HOR.sif
Changed Siebel Public Sector
AccessibilityXMLFileName
Accessibility_PublicSector.xml
Accessibility_PublicSector_SIA.sif
Accessibility_PublicSector_HOR.sif
Changed Siebel Sales AccessibilityXMLFileName
Accessibility_Sales.xml
Accessibility_Sales_SIA.sif
Accessibility_Sales_HOR.sif
Changed Siebel Service AccessibilityXMLFileName
Accessibility_Service.xml
Accessibility_Service_SIA.sif
Accessibility_Service_HOR.sif
New/Changed Project Name Value SIA SIF File Name
HOR SIF File Name
Changed Symbolic Strings
SBL_CALCULATOR_ICON_ALT_TXT
Calculator SymbolicStrings_SIA.sif
SymbolicStrings_HOR.sif
Changed Symbolic Strings
SBL_CALENDAR_ICON_ALT_TXT
Calendar SymbolicStrings_SIA.sif
SymbolicStrings_HOR.sif
Changed Symbolic Strings
SBL_EDIT_ICON_ALT_TXT
Pick Applet SymbolicStrings_SIA.sif
SymbolicStrings_HOR.sif
New/Changed Name
Application User Property Value
SIA SIF File Name
HOR SIF File Name
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b For SBL_CALENDAR_ICON_ALT_TXT, change 'Current String Value' to 'Calendar'.
c Save the changes.
d In Symbolic Strings, query for 'Current String Value' as 'Select'.
e For SBL_EDIT_ICON_ALT_TXT, change 'Current String Value' from Select to 'Pick Applet'.
f Save the changes.
To enable screen readers to read out the MVG and Pick Applet for Calendar, Calculator, and MVG (Bitmaps)
1 Navigate to Object Explorer in Siebel Tools.
2 Click on Bitmap Category and query for 'HTML Control Icons'.
3 Lock the HTML Control Icons object.
4 Navigate to Bitmap (child object) and query for 'CALENDAR_ ICON' and CALCULATOR_ICON.
5 Change the 'Alt Text' value to 'Calendar' and 'Calculator' respectively, as shown in the following table:
6 Save the changes.
7 In HTML Control Icons query for ' EDIT_ICON' and change the Alt Value to 'Pick Applet', as shown in the preceding table.
8 Save the changes.
Creating Keyboard Shortcuts for NavigationUse the following procedures to provide shortcut keys for navigation.
To provide shortcut keys for navigation (symbolic strings)
1 Navigate to Object Explorer in Siebel Tools.
2 Navigate to View > Options, and click the Object Explorer tab.
New /Changed
Bitmap Category Bitmap
Alt Text Value Description
SIA SIF File Name
HOR SIF File Name
Changed HTML Control Icons
CALENDAR_ ICON Calendar Change the Alt text from "Input" to Calendar.
HTMLControlIcons_SIA.sif
HTMLControlIcons_HOR.sif
Changed HTML Control Icons
CALCULATOR_ICON Calculator Change the Alt text from "Input" to Calculator.
HTMLControlIcons_SIA.sif
HTMLControlIcons_HOR.sif
Changed HTML Control Icons
ICON_SELECT Pick Applet
Change the Alt text from "Select" to Pick Applet.
HTMLControlIcons_SIA.sif
HTMLControlIcons_HOR.sif
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3 Select Symbolic Strings Object and click OK to add the Symbolic Strings object to Object Explorer.
4 Lock the 'Symbolic Strings' project.
5 Right-click and click New Record.
6 Add the new records listed in the following table:
Table 7 lists some of the keyboard shortcuts available with ACR 422, and the procedures in the section that follows describe how to add these keyboard shortcuts.
New/Changed Project Name
Current String Value SIA SIF File Name HOR SIF File Name
New Symbolic Strings
SBL_CTRL_+_ALT_+_] Ctrl + Alt + ] SymbolicStrings_SIA.sif SymbolicStrings_HOR.sif
New Symbolic Strings
SBL_CTRL_+_ALT_+_[ Ctrl + Alt + [ SymbolicStrings_SIA.sif SymbolicStrings_HOR.sif
New Symbolic Strings
SBL_CTRL+SHIFT+B Ctrl+Shift+B symstr_columnsdisplayed_SIA.sif
symstr_columnsdisplayed_HOR.sif
New Symbolic Strings
SBL_CTRL+, Ctrl+, SymbolicStrings_SIA.sif SymbolicStrings_HOR.sif
New Symbolic Strings
SBL_CTRL+. Ctrl+. SymbolicStrings_SIA.sif SymbolicStrings_HOR.sif
New Symbolic Strings
SBL_ALT_G ALT+G SymbolicStrings_SIA.sif SymbolicStrings_HOR.sif
New Symbolic Strings
SBL_ALT_U ALT+U SymbolicStrings_SIA.sif SymbolicStrings_HOR.sif
New Symbolic Strings
SBL_ALT_W ALT+W SymbolicStrings_SIA.sif SymbolicStrings_HOR.sif
Table 7. Keyboard Shortcuts
Command Action Accelerator Key Sequence Description SIA SIF File Name
NextApplet Next Applet Ctrl + Alt + ] Ctrl+Alt+221 Shifts focus to the first anchor of the next applet
CmdNextApplet_SIA.sif
PrevApplet Previous Applet
Ctrl + Alt + [ Ctrl+Alt+219 Shifts focus to the first anchor of the previous applet
CmdPreviousApplet_SIA.sif
Refine Query (SWE)
N/A Alt+G Alt+G N/A CmdRefineQuery_SIA.sif
First Page (SWE) N/A Alt+U Alt+U N/A CmdFirstPageSWE_SIA.sif
Last Page (SWE) N/A Alt+W Alt+W N/A CmdLastPageSWE_SIA.sif
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Creating Keyboard Shortcuts for CommandsUse the following procedures to provide keyboard shortcuts for commands.
To provide a keyboard shortcut for the NextApplet command
1 Navigate to Object Explorer in Siebel Tools.
2 Navigate to View > Options, and click the Object Explorer tab.
3 Select the 'Command' object and click OK to add the Command Strings object to Object Explorer.
4 Click the Command object on Object Explorer and query for the 'NextApplet' command.
5 Lock the object.
6 Click the '+' sign in Object Explorer and choose 'Accelerator'.
7 In 'Display Name - String Reference', provide the newly created Symbolic String or in 'Display Name' provide 'Ctrl + Alt + ]'.
8 In the 'Key Sequence' field, change the value to 'Ctrl+Alt+221'.
To provide a keyboard shortcut for the PrevApplet command
1 Click the Command object on Object Explorer and query for the PrevApplet command.
2 Lock the object.
3 Click the '+' sign in Object Explorer and choose 'Accelerator'.
4 In the Display Name - String Reference' field, enter the newly created Symbolic String or in the Display Name field, enter 'Ctrl + Alt + ['.
5 In the 'Key Sequence' field, change the value to 'Ctrl+Alt+219'.
To provide a keyboard shortcut for the RefineQuery[SWE] command
1 Click the Command object in Object Explorer and query for the Refine Query[SWE] command.
2 Lock the object.
3 Click the '+' sign in Object Explorer and choose 'Accelerator'.
4 Copy the Record Name '2'. Name the New Record '3'.
5 In the Display Name field, enter 'Alt+G'.
Columns Displayed (SWE)
N/A Ctrl+Shift+B Ctrl+Shift+B N/A CmdColumnsDisplayed_SIA.sif
NextApplet Next Applet Ctrl + Alt + ] Ctrl+Alt+221 Shifts focus to the first anchor of the next applet
CmdNextApplet_SIA.sif
Table 7. Keyboard Shortcuts
Command Action Accelerator Key Sequence Description SIA SIF File Name
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6 In the Key Sequence field, change the value to 'Alt+G'.
To provide a keyboard shortcut for the FirstPage command
1 Click on Command object in Object Explorer and query for the First Page (SWE) command.
2 Lock the object.
3 Click the '+' sign in Object Explorer and choose 'Accelerator'.
4 Copy the Record Name '2'. Name the New Record '3'.
5 In the Display Name field, enter 'Alt+U'.
6 In the Key Sequence field, change the value to 'Alt+U'.
To provide a keyboard shortcut for the LastPage (SWE) command
1 Click on Command object in Object Explorer and query for 'Last Page (SWE)' Command.
2 Lock the object.
3 Click on '+' sign in Object Explorer and choose 'Accelerator'.
4 Copy the Record Name '2'. Name the New Record '3'
5 In the Display Name field, enter 'Alt+W'.
6 In the Key Sequence field, change the value to 'Alt+W'.
To provide a keyboard shortcut for the Columns Displayed (SWE) command
1 Click on Command object on Object Explorer and query for 'Columns Displayed (SWE)' Command.
2 Lock the object.
3 Click on '+' sign in Object Explorer and choose 'Accelerator'.
4 Copy the Record Name '1'. Name the New Record '2'
5 In the Display Name field, enter 'Ctrl+Shift+B'.
6 In the Key Sequence field, change the value to 'Ctrl+Shift+B'.
To provide a keyboard shortcut for the Previous Record (SWE) command
1 Click on Command object on Object Explorer and query for 'Previous Record (SWE)' Command.
2 Lock the object.
3 Click on '+' sign in Object Explorer and choose 'Accelerator'.
4 Copy the Record Name '2'. Name the New Record '3'.
5 In Display Name field, enter 'Ctrl+,'.
6 In the Key Sequence field, change the value to 'Ctrl+,'.
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To provide a keyboard shortcut for the Next Record (SWE) command
1 Click on Command object on Object Explorer and query for 'Next Record (SWE)' Command.
2 Lock the object.
3 Click on '+' sign in Object Explorer and choose 'Accelerator'.
4 Copy the Record Name '2'. Name the New Record '3'.
5 In the Display Name field, enter 'Ctrl+.'
6 In the Key Sequence field, change the value to 'Ctrl+.'
Providing Default Focus for Search CenterThe following section details the changes that are required for the search applet in order to provide a default focus for the "Search" option provided in the Siebel application.
Use the following procedure to provide a default focus for Search.
To provide a default focus for Search
1 Navigate to Object Explorer in Siebel Tools.
2 Navigate to Applet.
3 Query for "Search lookin" and lock it.
4 Enter "Search" in the Title field.
5 Make sure that the proper Symbolic String has been selected.
To add the DefaultFocus User Property
1 Navigate to Object Explorer in Siebel Tools.
2 Navigate to Applet.
3 Query for "Search lookin".
4 Navigate to Applet User Property.
New /Changed Applet Name Title Description SIA SIF File Name HOR SIF File Name
Changed Search lookin Search Provides a title to the applet for screen readers to read out.
AppletSearchlookin_SIA.sif AppletSearchlookin_HOR.sif
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5 Add the DefaultFocus user property, as described in the following table.
NOTE: The DefaultFocus user property can be applied for any form applet where the user requires a default focus.
Creating the View Info CommandThe following procedure explains how to create the View Info command.
To create the View Info command
1 Navigate to Object Explorer in Siebel Tools.
2 Navigate to Command and lock the "Command" project.
3 Create a New Command named "View Info" with project "Command" as the project, using the values detailed in the following table:
■ NAME="ViewInfo"
■ METHOD="ViewInfo"
■ TARGET="SI Plus"
■ DISPLAY_NAME_-_STRING_REFERENCE="SBL_DOES_NOT_MATTER-1004225828-03I"
4 Add a new Accelerator to the Command for the required Key Combination with the following values:
■ NAME="1"
■ BROWSER_PLATFORM="All"
■ DISPLAY_NAME_-_STRING_REFERENCE="SBL_DOES_NOT_MATTER-1004225828-03I"
■ INACTIVE="N"
New /Changed Applet Name
Applet User Property Value Description
SIA SIF File Name HOR SIF File Name
Changed Search lookin DefaultFocus SearchFor Added the user property to set the default focus
AppletSearchlookin_SIA.sif
AppletSearchlookin_HOR.sif
Command Project Action AcceleratorKey Sequence Description
SIA SIF File Name
HOR SIF File Name
View Info Command ViewInfo Ctrl + Alt + Z Ctrl + Alt +Z
A new shortcut key that generates a dialog box that contains ViewName, View Summary and Applet Names
CmdViewInfo_SIA.sif
CmdViewInfo_HOR.sif
Sub-View Tab (SWE SI)
SWE N/A Ctrl + Alt + V Ctrl +Alt +V
N/A CmdSubViewTab_SIA.sif
CmdSubViewTab_HOR.sif
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❏ KEY_SEQUENCE="Ctrl+Alt+Z"
NOTE: Although it is not mandatory, it is important that you enter “Does not matter” as the value for the Display Name or Caption field.
5 Add a new Symbolic String if required.
6 Add the required Key Combination.
7 Navigate to Menu, and create a new Menu Item (Hidden) under the menu used by your application, using the following values:
(For example, Siebel Universal Agent uses Generic Web Menu.)
❏ Name="Hidden-View Info
❏ Position=8.39
❏ Command = "ViewInfo"
❏ Caption="Does not matter"
8 Associate this menu item to the newly created command object.
For more information about shortcuts, refer to other shortcuts such as NextApplet within Siebel Tools.
Enabling Screen Readers to Read Out the Check Box “HTML Flag” as HTMLThe following procedure allows screen readers to read out the check box “HTML Flag” as HTML. By default, it reads as Public. To make this change, you can also import the Applet_CommPackageResponse_SIA.sif file. For information about how to import .sif files, see “Importing SIF Files” on page 62.
To enable screen readers to read out the check box "HTML Flag" as HTML
1 Open Siebel Tools, and navigate to applet "Comm Package Response Form Applet".
2 Right-click, and select the "Edit web layout" menu item.
3 Focus on the HTML template check box
4 Change the control name from "Public" to "HTML Flag".
Resolving an Error Generated When Creating New Records Within the Leads ScreenUse the following procedure to resolve an error message that occurs when users are creating new records under the Leads screen, so that users are not able to see any case records in the Pick Cases MVG. To make this change, you can also import the PUBLeadListCaseMvgApplet.sif, PUBLeadsList.sif, PUBLeadsListApplet.sif, and CaseMvg.sif files. For information about how to import .sif files, see “Importing SIF Files” on page 62.
To resolve an error message generated in the Leads screen
1 Open Siebel Tools, and navigate to the "PUB Lead List Case Mvg Applet" applet.
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2 Lock the object.
3 Navigate to Applet Web Template.
4 Add one more Web Template Item for Base.
5 Navigate to the "PUB Leads List Applet" applet and lock it.
6 Click Edit to create a web template and add the necessary controls, along with SAVE and CANCEL buttons.
Making the Help System Accessible for Screen-Reader UsersThe following procedure makes the help system accessible for screen-reader users. It adds a topic to the Siebel iHelp system that describes accessibility features and how to use them, and it also ensures that the iHelp system is available on each home page of the Siebel application. To make these changes, you can also import the Accessibility_symbolicString.sif, CCLoginPage_HOR.sif, CCLoginPage_SIA.sif, DotComPage_HOR.sif, and DotComPage_SIA.sif files. For information about how to import .sif files, see “Importing SIF Files” on page 62.
1 Add a symbolic string called SBL_ACCESSIBILITY.
2 Add a web page item called AccessibilityButton in the Web Page: DotCom Page Container eService (Framed), locking the project "eApp".
3 Add another web page item called AccessibilityButton in the Web Page: CC Login Page (Login Only).
Generating HTML Summary Attributes for All List AppletsThe following changes need to be made for Generating HTML SUMMARY attributes for all list applets.
The default tag text should be set to the applet header name. Add TITLE or LABEL for each table entry (all HTML form elements). Row and column headers must be identified as required by OGHAG TABLE-1 and TABLE-2. Adding a row title for each row in data table (Suggestion: this could be the first displayed data column in the applet display. Ideally the customer can select which column can be used as the index for the row title through configuration).
NOTE: The list applet row ids are not available out of the box. Users can add them if they want. The first data column will be used as the default rowid when there is no row id provided in the "RowId" applet user property. There are two options available to users to select different rowid.
Option 1: Users need to contact the administrator to define the "RowId" user property.
To do this, a new applet user property called "RowId" has to be added for the list applet. The "RowId" value should be equal to one of the displayed column name. For example, in the Contact list applet, if 'Last Name' has been selected as the row header, the user property value has to be set to "RowId = Last Name". Here "Last Name" is the list column name.
Option 2: Users can select the column displayed window and select some other column as the first column for the list applet. The newly-selected column will become the rowid. Lock the particular applet that needs to be changed.
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Providing a New Key Combination for the Next and Previous Record Commands
To provide key combinations for Next Record and Previous RecordNOTE: The tables that follow this procedure provide more information about the fields that you will be changing.
1 Navigate to Object Explorer in Siebel Tools.
2 Navigate to View > Options, and click the Object Explorer tab.
3 Select the 'Command' object and click OK to add the Command Strings object to Object Explorer.
4 Within Object Explorer, click the Command object and query for 'Previous Record(SWE)' Command.
5 Lock the object.
6 Click the '+' sign in Object Explorer and choose 'Accelerator'.
7 Change the 'Display Name' from 'Ctrl+,' to 'Alt+,'
8 In the 'Key Sequence' field, change the value to Alt+0xBC.
9 Within Object Explorer, click the Command object and query for 'Next Record(SWE)' Command.
10 Lock the object.
11 Click the '+' sign in Object Explorer and choose 'Accelerator'.
12 Change 'Display Name' from 'Ctrl+.' to 'Alt +.'
13 In the 'Key Sequence' field, change the value to Alt+0xBE.
New/Changed Project Name
Current String Value HOR SIF File Name SIA SIF File Name
New Symbolic Strings SBL_ALT+, Alt+, symbolistring_Next_Prev_HOR.sif
symbolistring_Next_Prev_SIA.sif
New Symbolic Strings SBL_ALTL+. Alt+. symbolistring_Next_Prev_HOR.sif
symbolistring_Next_Prev_SIA.sif
Command Project Accelerator Key Sequence SIA SIF File Name HOR SIF File Name
Next Record(SWE) Command Alt +. Alt+0xBE Next_Prev_SIA.sif Next_Prev_HOR.sif
Previous Record(SWE)
Command Alt +, Alt+0xBC Next_Prev_HOR.sif Next_Prev_HOR.sif
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Providing Alt Text for BulletsIn Recent Records, the bullets need to have alt text provided. To make this change, import the orangebullet_HOR or orangebullet_SIA.sif files as detailed in the following table. For information about how to import .sif files, see “Importing SIF Files” on page 62.
Enabling or Disabling the Confirmation Message on Page RefreshThe procedure in the following section describes how to enable or disable the confirmation message upon page refresh. To make this change, you can also import .sif files. To do so, import ConfirmationMessage_SIA.sif and ConfirmationMessage_HOR.sif. For symbolic strings, import symstr_confirmationmessage_SIA.sif and symstr_confirmationmessage_HOR.sif. For information about how to import .sif files, see “Importing SIF Files” on page 62.
To enable or disable the confirmation message upon page refresh
1 Log into the application using /editseeddata (for thick client) for the local database or dedicated database (for the master database, the Add button is enabled by default).
2 Navigate to Administration - Data > List Of Values Explorer, and add the new LOV types mentioned in the following table:
New/Changed Project Name
Current String Value HOR SIF File Name SIA SIF File Name
Changed Symbolic Strings
SBL__IMG_SRC__IMAGES/CHEVRON_SM.GIF__ALIGN__RIGHT__BORDER__0
<IMG SRC="images/orange_bullet.gif" align="right" border="0" alt="" >
orangebullet_HOR.sif orangebullet_SIA.sif
New/Changed Project Value Description
New Symbolic Strings Accessibility Create a new Symbolic String for Accessibility Project for the "Confirmation Message" User Preference
New Symbolic Strings Confirmation Message
Create a new string for the Control
TypeDisplay Value Translate Multilingual
Language Independent Code Order Language Name
SWE_CONFIRMATION_MESSAGE
TRUE Yes Yes TRUE 1 English-American
SWE_CONFIRMATION_MESSAGE
FALSE Yes Yes FALSE 2 N/A
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3 After you have added these changes, navigate to Screen > System Administration > List Of Values to view these changes in the repository.
The following changes have been made to the User Preferences Business Component.
The following table describes the new User Profile Confirmation Message Parameter Applet that has been added to support ACR 422.
The following table describes the applet controls changes that have been implemented to support ACR 422.
New/Changed Name Project
Business Component Static Type Field Type Value
New Confirmation Message Picklist
User Preference PickList Generic Yes Type SWE_CONFIRM_MESSAGE
Name PickList Predefault Value Type
SWE/Confirmation Message Confirmation Message Picklist
TRUE DTYPE_TEXT
New/Changed Name Project
Business Component Class Title
New User Profile Confirmation Message Parameter Applet
User Preferences
User Preferences CSSFrameBase Accessibility
Name Caption Field HTML Type Method Invoked Runtime Field Type
Applet Title Accessibility N/A Text N/A N/A N/A
ConfirmMssg Confirmation Message
SWE/Confirmation Message
Text N/A Yes BC Field
ExecuteQuery Go N/A MiniButtonQuery ExecuteQuery N/A N/A
NewQuery Query N/A MiniButtonEdit NewQuery N/A N/A
QueryAssistant
Query Assistant
N/A MiniButtonQuery ShowQueryAssistant N/A N/A
ResetRecord Reset N/A MiniButton ResetRecord N/A N/A
SaveEditRecord
Save N/A MiniButtonEditNew
ExplicitWriteRecord N/A N/A
UndoQuery Cancel N/A MiniButtonQuery UndoQuery N/A N/A
WebEditTitle Accessibility N/A Label N/A N/A N/A
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The following table describes the view changes that have been added to support ACR 422.
The following table describes the User Profile screen changes that have been added to support ACR 422.
Resolving an Error Message Within Under Diseases > Cases 3LNVUsers are receiving error messages while creating new records under Diseases > Cases 3LNV. This is specific to SIA.
Use the following procedure to resolve this issue.
To resolve an error message within Cases 3NLNV
1 Add the 'Edit' template to 'PUB Disease Case List Applet'.
2 Make sure that the Execute Query, WriteRecord, UndoQuery, UndoRecord, and Query Assistant controls are present on the applet template.
NOTE: Edit template uses 'Applet List Edit (Edit/New/Query)' as the web template.
Resolving an Error Where Commands Are Executed Before Users Click EnterUsers are encountering an issue where before they click Enter on a menu item in the Show dialog box, the command is executed.
To resolve an error in which commands are executed before users click Enter in the Show dialog box
1 Navigate to Object Explorer in Siebel Tools.
2 Navigate to View > Options, and click the Object Explorer tab.
New/Changed Name Project Business ObjectVisibility Applet Type
New User Profile Confirmation Message Parameter View
User Preferences User Preferences User Profile Confirmation Message Parameter Applet
New/Changed Name View Type Visibility Applet Type
New User Profile Confirmation Message Parameter View
User Profile Confirmation Message Parameter View
Aggregate View User Profile Confirmation Message Parameter Applet
New/Changed Name ProjectWeb Template SIF File
New PUB Disease Case List Applet
PUB HLS Bio Terrorism
Edit Disease_Case_SIA.sif
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3 Select the Symbolic Strings Object and click OK to add the Symbolic Strings object to Object Explorer.
4 Lock the 'Symbolic Strings' project.
5 Right-click and select 'New Record'.
6 Add the new records mentioned in the following table.
To implement the NextPage and PreviousPage commands
1 Navigate to Object Explorer in Siebel Tools.
2 Navigate to View > Options, and click the Object Explorer tab.
3 Select the 'Command' object and click OK to add the Command Strings object to Object Explorer.
4 Within Object Explorer, click the Command object and query for the 'NextPage' command.
5 Lock the object.
6 Within Object Explorer, click the '+' sign and choose 'Accelerator'.
7 For 'Browser Platform' - Extended, in 'Display Name - String Reference', provide the newly created Symbolic String or in 'Display Name' provide 'SBL_ALT+CTRL+DOWN'.
8 In the 'Key Sequence' field, change the value to 'Alt+Ctrl+Y', as shown in the following table:
9 Within Object Explorer, click the Command object and query for the 'PreviousPage' command.
10 Lock the object.
11 Within Object Explorer, click the '+' sign in and choose 'Accelerator'.
12 For 'Browser Platform' - Extended, in 'Display Name - String Reference', provide the newly created Symbolic String or in 'Display Name' provide 'SBL_ALT+CTRL+UP'.
13 In the 'Key Sequence' field, change the value to 'Alt+Ctrl+L'.
New/Changed Project Name Value
New Symbolic Strings SBL_ALT+CTRL+Y Alt+Ctrl+Y
New Symbolic Strings SBL_ALT+CTRL+L Alt+Ctrl+L
Command Action Accelerator Key Sequence Description
NextPage Next Page Alt + Ctrl + Y Alt+Ctrl+Y Navigate to the Next Page
PreviousPage Previous Page Alt + Ctrl + L Alt+Ctrl+L Navigate to the Previous Page
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Resolving an Error Encountered While Creating a New Record in the Identities Form AppletThe information in the following section resolves an issue where users encounter a problem within the Immigration contacts screen > Identities view when they try to create a new record under the Identities form applet. To make this change, you can follow the procedure below, or you can import the PublicSector_Controls.sif file. For information about how to import .sif files, see “Importing SIF Files” on page 62.
To resolve this error message, change the HTML Type property of the DeleteRecord control from MiniButton to MiniButtonEdit for the PUB Immigration Identity Form Applet, the PUB Lead Form Applet, the HLS Group Form Applet, the Disease Form Applet, the FINS Application Entry Applet — ACAPS, and the HLS Medication Form Applet. Use the following bulleted list information group for each applet as a reference point.
■ Applet: 'PUB Immigration Identity Form Applet'
■ Template: Edit
■ Additions: UndoRecord and WriteRecord controls
■ Applet: PUB Lead Form Applet
■ Template: Edit
■ Additions: WriteRecord (save) control. UndoRecord (cancel) does not need to be added as the 'DeleteRecord' control is already present on the template.
■ Applet: "HLS Group Form Applet", "Disease Form Applet" and "FINS Application Entry Applet - ACAPS"
■ Template: Edit
■ Additions: 'WriteRecord' control.
■ Applet: HLS Medication Form Applet
■ Template: Edit
NOTE: For the HLS Group Form Applet, Disease Form Applet, and FINS Application Entry Applet, access these applets from under the Application screen and not from the BCM Applications screen. The necessary changes need to be made under the configuration context of Siebel Public Sector for these applets, because they are also used by the FINS application.
Resolving an Issue Where Users Are Unable to Query for Evidence Parent InformationThe following procedure resolves a problem where under Evidence screen> Evidence parent, users are unable to query for User Parent, and they receive an error message. To make this change, you can also import the PublicEvidencePickApplet_SIA.sif file. For information about how to import .sif files, see “Importing SIF Files” on page 62.
Add 'Popup Query' template to the 'PUB Evidence Pick Applet' with appropriate controls [ExecuteQuery and CancelQuery] placed on it.
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Importing SIF FilesThe following procedure describes how to import .sif files.
To import SIF files
1 Lock the particular object /project that needs to be changed.
2 Navigate to Tools > Import from Archive and select the related .sif file
3 Click OK, and follow the instructions in the wizard to implement the changes.
4 Stop the servers, compile the objects or projects into respective .sif file and then restart the servers.
Configuration Changes for Adding the Applet Summary for New or Customized AppletsThe following sections contain configuration changes that you must make to add the applet summary for new or customized applets. You must import .sif files for table changes, apply the DLL, import seed data, and import the Accessibility Project .sif files. The necessary changes are detailed in the following sections:
■ Importing SIF Files for Table Changes
■ Applying the DDL
■ Importing Seed Data
■ Importing the Accessibility Project SIF Files
Importing SIF Files for Table ChangesThe procedure in the following section describes how to add the applet summary for customized or new applets.
To import the SIF file for table changes
1 Lock the (Table Common) project by navigating to the Project Tab and checking the "Locked" check box.
2 Import the Table archive file "Accessibility_Table.sif" table archive file.
3 Click Yes when the dialog box displays and asks “This operation should only be performed while connected to your local database. Would you like to continue anyway?”
4 Select the "Accessibility_Table.sif" file.
5 Select the first option "Overwrite the object definition in the repository" in the Conflict resolution section of the import wizard view.
6 Review the conflicting objects to see if the new or modified columns appear. The import log is stored at Siebel\tools\temp\importlog.txt
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Applying the DDLThe procedure in the following section describes how to apply the DDL.
To apply the DDL
1 Select the table or tables you want to apply to the physical database and press Apply/DDL button (option > Apply).
2 For a single table, select the current row option in Tables (Apply Schema Window).
3 For more than one table, select the Choose Current Query option.
4 For the Accessibility project, select the S_ACC_VIEW_APPL table and current row option.
5 Make the following changes depending upon which database you are using:
a For MSSQL, enter the database users, the database user password, and the correct ODBC data source.
b For Oracle, enter the table space, the index space, the database user, the database user password, and the correct ODBC data source.
c For IBM DB2, enter the table space, the 16K table space, the 32K table space, the index space, the database users, the database user password, and the correct ODBC data source.
6 After entering in the database information, click the Apply button.
7 Verify that the required changes have been applied by selecting count(*) from S_ACC_VIEW_APPL.
The query should result in 0 records.
Importing Seed DataThe procedure in the following section describes how to import seed data.
To import seed data
1 Copy dat files into a work-area folder.
2 Run the following command for importing seed data:
(For HOR applications, use the HOR .dat file.)
siebsrvrroot\BIN\dataimp /u <UID> /p <PWD> /f <HOR DAT file> /l dataimp_HORseed.log /c <ODBC > /d <TABLEOWNER > /q -1 /e n /t n /x R /n 100 /h log
(For SIA applications, use the SIA .dat file.)
siebsrvrroot\BIN\dataimp /u <UID > /p <PWD> /f <SIA DAT file> /l dataimp_SIAseed.log /c <ODBC > /d <TABLEOWNER > /q -1 /e n /t n /x R /n 100 /h log
For example:
C:\21011\siebsrvr\BIN\dataimp /u MMRAO /p ****** /f HACR422.dat /l dataimp_ORA21013.log /c ORA21013 /d ORA21013 /q -1 /e n /t n /x R /n 100 /h log
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3 When prompted for the table name, enter S_ACC_VIEW_APPL.
4 Check the log files for any errors, and check S_ACC_VIEW_APPL for the data imported.
Importing the Accessibility Project SIF FilesThe following section describes how to import the Accessibility Project .sif files.
To import the .sif files provided for ACR 422
1 Create the “Accessibility” project and import the .sif.
2 Import AccProject.sif. For a list of files that this .sif contains, see “Changes to SIF Files in ACR 422” on page 66.
3 Import AdminScreen.sif and merge the file.
The AdminScreen.sif file contains the modified System Administration Screen. For the list of changes to this screen, see “Changes to SIF Files in ACR 422” on page 66.
4 Add the following new LOV types and values:
5 Add the following views to the application and associate responsibility:
■ Accessibility Applet Attributes View
■ Accessibility View Attributes View
6 Run the perl script using the procedures detailed in Step a through Step c.
Note the following prerequisites for running the perl script:
❏ Perl 5.8 or higher (http://www.activestate.com/Products/activeperl/index.mhtml)
❏ Perl module: DBI (http://dbi.perl.org/)
❏ Perl module: XML: Generator (http://search.cpan.org/~bholzman/XML-Generator-1.01/Generator.pm). Install Perl modules: DBI (DBD::ODBC) and XML::Generator from PPM (Perl Package Manager).
a Open a command line window and navigate to the folder where the three scripts reside (genAccessibilityXML.pl, app_tree.pl, sqlstmt.pl).
b Execute the script with the following command:
❏ For all databases, change Oracle in DBI->Connect(“ “) in app_tree.pl and genAccessibilityXML.pl to ODBC.
Type Value
ACC_ATTRIB_TYPE Summary
ACC_ATTRIB_TYPE Label
ACC_LOCALE ENU
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❏ The following step applies only to the MSSQL database:
After the following lines in app_tree.pl script:
#Connect to DB
#################################################
$dbh = DBI->connect("dbi:ODBC:$ODBCConnection", $userid, $passwd) || die $DBI::errstr;
#################################################
Add the line $dbh->{odbc_SQL_ROWSET_SIZE} = 2;
Execute the script with the following command:
SYNTAX: perl genAccessibilityXML.pl "<Application Name>" <LOCALE_CODE>
<CONNECTSTRING/TABLEOWNER> <USERID> <PASSWD>
_____________________________________________________________________________
c Once the script is run an xml file will be generated, copy this xml in the following location:
Siebel\ses\siebsrvr\bin\LANG_FOLDER\ folder.
The LANG_FOLDER should be substituted by ENU for English, and so forth.
The name of the XML File should be same as the value mentioned for the Application user property 'AccessibilityXMLFileName' for that application.
NOTE: The preceding steps help the users provide the summary for a new or a customized applet. A UI will be created in which the user has to enter the summary for a particular applet. This in turn will be placed into the xml file that will be generated after the perl script is run. Users can use this xml file to allow screen readers to read out the applet summary.
Workaround for Accessibility AppletsYou must perform the following workaround procedure in order to be able to implement ACR 422. These changes must be made to the Accessibility Applet Attributes List Applet and the Accessibility Applet Attributes Form Applet. This workaround has been added to address CR 12-1Q8YZDL, CR 12-1Q6XXPY, and CR 12-1Q6XXOX.
For both of these applets, use the following procedure:
1 Right-click, and select Applet > Edit Web Layout.
2 In the Controls/Column Pane, select EditList.
3 Uncheck the “Show mapped controls only” check box.
4 Drag and drop the “Position on Row” control.
5 Edit the “Position on Row” control’s properties by entering “ROW_OFF” for HTML Bitmap and “ROW_ON” for HTML Disabled Bitmap.
6 Save the applet.
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7 Drag and drop the GotoPreviousSet and GotoNextSet controls to their respective placeholders, and edit the properties using the values in the following table:
8 Save the applet.
9 From the drop-down list, select Edit.
10 Drag and drop the Save and Cancel buttons to their respective placeholders.
11 Save the applet.
Changes to SIF Files in ACR 422This section contains the list of changes to the .sif files provided for ACR 422.
AccProject.sif The AccProject.sif file contains the following new objects:
Business Components:
■ Accessibility Applet Attributes
■ Accessibility View Attributes
Applets:
■ Accessibility Applet Attributes List Applet
■ Accessibility Applet Attributes Form Applet
Business Objects:
■ Accessibility Applet Attributes
■ Accessibility View Attributes
Views:
■ Accessibility Applet Attributes View
■ Accessibility View Attributes View
Picklists:
■ Accessibility Applet Attribute PickList
■ Accessibility View Attribute PickList
Control Property Value
GotoPreviousSet HTMLBitmap RECNAV_PREVSET_ON
GotoPreviousSet HTML Disabled Bitmap RECNAV_PREVSET_OFF
GotoNextSet HTML Bitmap RECNAV_PREVSET_ON
GotoNextSet HTML Disabled Bitmap RECNAV_PREVSET_OFF
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■ Accessibility Locale PickList
Symbolic Strings:
■ Accessibility
■ Applet Attributes
■ Attribute Type
■ View Attributes
AdminScreen.sifThe AdminScreen.sif file contains the following changes:
■ Accessibility Attributes (new category)
■ Accessibility Applet Attributes View (new view)
■ Accessibility View Attributes View (new view)
Instructions for ACR 426This topic contains information about how to configure and install ACR 426.
Preinstallation TasksBefore you begin your installation, change a parameter in tools.cfg file within Siebel Tools
(Original: SymStrPrefix = X_) to SymStrPrefix = SBL_
Repository Configurations1 Navigate to REPPATCH\ ACR426RepSeedFiles_v8113.zip and unzip to any location accessible by
Siebel Tools.
2 In Siebel Tools, lock the following projects:
❏ LS Medical Product Issue
❏ LS Medical Product Issue (SSE)
❏ Contact
❏ Audit Trail
❏ Table ProductComplaints
❏ LS Medical Report
❏ Product
❏ Symbolic Strings
❏ Bitmap
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❏ EIM ProductComplaints
Applying Schema ChangesAs part of the ACR426 release, schema changes have been done on the database. The Unziplocation\ACR426\Repository\Table\Base\Tables.sif file has all the changes for the following:
ACR 426 contains changes to the following existing table:
■ S_PRD_CMPLNT_LS
ACR 426 contains the following new table:
■ S_EMDR_BATCH
Use the following procedure to import tables.
To import the Tables.sif file into the repository
1 Lock the Table ProductComplaints table.
2 Use the Import from Archive function within Siebel Tools to read this file and create the tables in the repository. Use the merge option while importing this file.
3 The tables have to be in the repository before creating this on the physical database.
4 Within Siebel Tools and query for the list of tables that were imported into the repository.
5 Click the Apply/DLL button to apply the changes to the physical database.
Applying EIM ChangesAs part of the ACR426 release, EIM changes have been performed on the database. The Unziplocation\ACR426\Repository\Table\EIM\EIMTables.sif has all the changes for the following:
EIMTables.sif contains the following new EIM table:
■ EIM_EMDR_BATCH
EIMTables.sif contains changes to the following existing table:
■ EIM_PRD_CMP_LS
Use the following procedure to import the EIMTables.sif file into the repository.
To import the EIMTables.sif file into the repository
1 Lock the EIM ProductComplaints project.
2 Use the Import from Archive function within Siebel Tools to read this file and create the tables in the repository. Use the merge option while importing this file.
3 Within Siebel tools, query for the list of tables that were imported into the repository.
4 Click the Apply/DLL button to apply the changes to the physical database.
Use the following procedure to import all of the SIF files.
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To import all of the SIF filesNOTE: Use this option if you want Siebel Tools to merge the changes for all the existing components as well. However, if you have performed customizations, some user properties may clash.
1 Rename Unziplocation\ACR426\REPOSITORY\import.txt to import.bat, edit the file, and change the first four parameters related to database and Siebel Tools details.
2 Create a log folder in Unziplocation\ACR426\REPOSITORY.
3 Run the import.bat file to import.
4 Check the logs to see if all of the files imported successfully, and reimport all of the objects that did not import successfully.
5 In Siebel Tools, compile all of the locked and updated projects.
NOTE: The following procedure is an alternative to importing the SIF files. Use the following procedure if you want to perform manually configure the existing objects.
To import the SIF files manually
1 Import the following new objects:
■ Import Unziplocation\ACR426\REPOSITORY\Pick List\LS Medical Picklist Product Issue eMDR Acknowledgement RR.sif
■ Import Unziplocation\ACR426\REPOSITORY\Pick List\LS Medical Picklist Product Issue eMDR Batch RR.sif
■ Import Unziplocation\ACR426\REPOSITORY\Pick List\LS Medical Picklist Product Issue eMDR Status RR.sif
■ Import Unziplocation\ACR426\REPOSITORY\Pick List\LS Medical Picklist Product Issue eMDR SubStatus RR.sif
■ Import Unziplocation\ACR426\REPOSITORY\Business Component\LS Medical Product Issue RR eMDR Batch.sif
■ Import Unziplocation\ACR426\REPOSITORY\Business Component\LS Medical Product Issue RR eMDR.sif
■ Import Unziplocation\ACR426\REPOSITORY\Link\LS Medical Product Issue RR eMDR Batch_Audit Trail Item 2.sif
■ Import Unziplocation\ACR426\REPOSITORY\Link\LS Medical Product Issue RR eMDR Batch_LS Medical Product Issue RR.sif
■ Import Unziplocation\ACR426\REPOSITORY\Link\LS Medical Product Issue RR_Contact.sif
■ Import Unziplocation\ACR426\REPOSITORY\Link\LS Medical Product Issue RR_LS Medical Product Issue RR eMDR Batch.sif
■ Import Unziplocation\ACR426\REPOSITORY\Link \LS Medical Product Issue RR eMDR_LS Medical Product Issue RR eMDR Batch.sif
■ Import Unziplocation\ACR426\REPOSITORY\Link \LS Medical Product Issue RR eMDR_Audit Trail Item 2.sif
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■ Import Unziplocation\ACR426\REPOSITORY\Link \LS Medical Product Issue RR eMDR_LS Medical PI Product.sif
■ Import Unziplocation\ACR426\REPOSITORY\Link \LS Medical Product Issue RR eMDR_LS Medical Product Issue Attachment.sif
■ Import Unziplocation\ACR426\REPOSITORY\Business Object\LS Medical Product Issue RR eMDR.sif
■ Import Unziplocation\ACR426\REPOSITORY\Business Object\LS Medical Product Issue RR eMDR Batch.sif
■ Import Unziplocation\ACR426\REPOSITORY\Business Service\CRMIntegCreatePISEBL782ToAERSSync.sif
■ Import Unziplocation\ACR426\REPOSITORY\Business Service\Genesis Error Handler.sif
■ Import Unziplocation\ACR426\REPOSITORY\Business Service\LS Siebel Product Issue.sif
■ Import Unziplocation\ACR426\REPOSITORY\ Bitmap Category \Urgency Flag Values.sif
■ Import Unziplocation\ACR426\REPOSITORY \Icon Map\LS_ATTACHMENT.sif
■ Import Unziplocation\ACR426\REPOSITORY \Icon Map\ LS_CHECK.sif
■ Import Unziplocation\ACR426\REPOSITORY \Icon Map\ LS_URGENCY_FLAG.sif
■ Import Unziplocation\ACR426\REPOSITORY\Integration Objects\CRMIntegSEBLSIALSProductIssueInterface.sif
■ Import Unziplocation\ACR426\REPOSITORY\Integration Object\CRMIntegSEBLSIALSClinicalFaultMessage.sif
■ Import Unziplocation\ACR426\REPOSITORY\Integration Object\CRMIOSEBLSIALSProductIssueInternal.sif
■ Import Unziplocation\ACR426\REPOSITORY\Applet\LS Medical Product Issue RR eMDR Batch Details List Applet.sif
■ Import Unziplocation\ACR426\REPOSITORY\Applet\LS Medical Product Issue RR eMDR Batch List Applet.sif
■ Import Unziplocation\ACR426\REPOSITORY\Applet\LS Medical Product Issue RR eMDR Batch Pick Applet.sif
■ Import Unziplocation\ACR426\REPOSITORY\Applet\LS Medical Product Issue RR eMDR Report List Applet.sif
■ Import Unziplocation\ACR426\REPOSITORY\View\LS Medical My Product Issues RR eMDR Batch Audit View.sif
■ Import Unziplocation\ACR426\REPOSITORY\View\LS Medical My Product Issues RR eMDR Batch Details View.sif
■ Import Unziplocation\ACR426\REPOSITORY\View\LS Medical My Product Issues RR eMDR Report Attachment View.sif
■ Import Unziplocation\ACR426\REPOSITORY\View\LS Medical My Product Issues RR eMDR Report Audit View.sif
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2 Manually add the following symbolic strings:
Screen View
New/Modified? Name
Current String Value Definition
New SBL_LS_BATCH_# Batch # Batch #
New SBL_LS_BATCH_AUDIT Batch Audit Batch Audit
New SBL_LS_BATCH_DETAILS Batch Details Batch Details
New SBL_LS_EMDR eMDR EMDR
New SBL_LS_EMDR_BATCH eMDR Batch eMDR Batch
New SBL_LS_EMDR_QUEUE eMDR Queue eMDR Queue
New SBL_LS_EMDR_STATUS Transmission Status Transmission Status
New SBL_LS_EMDR_SUB_STATUS eMDR Status eMDR Status
New SBL_LS_FDA_STATUS FDA Status FDA Status
New SBL_LS_INDIVIDUAL_TRANSMIT Individual Transmit Individual Transmit
New SBL_LS_NOT_SELECTED Not Selected Not Selected
New SBL_LS_REPORT_ATTACHMENTS Report Attachments Report Attachments
New SBL_LS_REPORT_AUDIT Report Audit Report Audit
New SBL_LS_TRANSMIT Transmit Transmit
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3 Do manual configuration for the existing "LS Medical Product Issue RR" Business Component:
Single Value Fields
New/Needs Modification? Name Join Column
Calculated Value Type
Immediate Post PickList Validation
No Copy
New Area LIC LookupName("SR_AREA", [Area])
DTYPE_TEXT
New Attach IIf (Count(Attachment) > 0, 1, 0)
DTYPE_BOOL
New Batch Id BATCH_ID
DTYPE_ID
New Batch Number
eMDR Batch
BATCH_NUMBER
DTYPE_TEXT Y LS Medical Picklist Product Issue eMDR Batch RR
New FDA Acknowledgement
FDA_ACKNOWLEDGE_CD
DTYPE_TEXT Y LS Medical Picklist Product Issue eMDR Acknowledgement RR
Modify Device Age
>0
Modify Follow-Up Number
Y
New Follow-Up Number Read Only
IIF ([Sub Report Type] = LookupValue("LS_MED_CMPLNT_SUB_REPORT_TYPE","Follow-up"), "N", "Y")
DTYPE_BOOL Y
New Individual Transmit
IIf ([Batch Number] IS NULL, 1, 0)
DTYPE_BOOL
Modify Parent Product Issue Report Num
Y
New Patient Sex LIC
LookupName("FIN_GENDER", [Patient Sex])
DTYPE_TEXT
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New Reopen Flag
[Status]=LookupValue("LS_MED_PI_STATUS_TYPE","Closed") OR [Status]=LookupValue("LS_MED_PI_STATUS_TYPE","Review Complete")
DTYPE_TEXT
Modify Report Number
Y
Modify Sub Report Type
Y
Modify Type of Report - Follow-up Flag
Y
New Urgency Flag
IIF ( [eMDR Status] = 'Transmitted' AND [eMDR SubStatus] <> 'Rejected' , Green, IIF( (Today() + SystemPreference("eMDR Deadline Threshold Value")) < [Report Deadline Date], Yellow, Red))
DTYPE_TEXT
New eMDR Status
EMDR_STATUS_CD
DTYPE_TEXT Y LS Medical Picklist Product Issue eMDR Status RR
New eMDR SubStatus
EMDR_SUB_STATUS_CD
DTYPE_TEXT Y LS Medical Picklist Product Issue eMDR SubStatus RR
Single Value Fields
New/Needs Modification? Name Join Column
Calculated Value Type
Immediate Post PickList Validation
No Copy
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Pick Maps for the Batch Number Field
New/Modified? Field Picklist Field
New Batch Id Id
New Batch Number Batch Number
Pick Maps for the FDA Acknowledgement Field
New/Modified? Field Picklist Field
New FDA Acknowledgement Value
Pick Maps for the eMDR Status Field
New/Modified? Field Picklist Field
New eMDR Status Value
Pick Maps for the eMDR Substatus Field
New/Modified? Field Picklist Field
New eMDR SubStatus Value
Join
New/Needs Modification? Table Alias Outer Join Flag
New S_EMDR_BATCH eMDR Batch Yes
Join Specification for 'eMDR Batch'
New/Needs Modification? Name Source Field Destination Column
New Join Batch Id ROW_ID
Multi Value Link
New/Needs Modification? Name Auto Primary
Destination Business Component Destination Link
Use Primary Join
New Attachment Default LS Medical Product Issue Attachment
LS Medical Product Issue RR/LS Medical Product Issue Attachment
Y
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Business Component User Properties
New/Modified? Name Value Inactive
New Field Read Only Field: Follow-Up Number
Follow-Up Number Read Only N
New Named Method 8 "EscalatePIToeMDRQueue", "SET", "RR Sub-Status", "LookupValue('LS_MED_RR_STATUS_CD', 'eMDR')
"N
New Named Method 9 "Transmit", "INVOKESVC", "LS Medical Product Issue RR", "Workflow Process Manager", "RunProcess", "'ProcessName'", "LS CRMIntegSEBLSIAProductIssueInsertOutboundFlow", "'RowId'", "[Id]
"N
New Named Method 10 "Transmit", "SET", "eMDR Status", "LookupValue('LS_MED_RR_TRANS_STATUS', 'TRANSMITTED')
"N
New Named Method 11 "Transmit", "SET", "eMDR SubStatus", "LookupValue('LS_MED_RR_TRANS_SUB_STATUS', 'NO RESPONSE')
"N
New Named Method 12 "UpdateeMDRStatus", "SET", "eMDR Status", "LookupValue('LS_MED_RR_TRANS_STATUS', 'TRANSMITTED')
"N
New Named Method 13 "UpdateeMDRStatus", "SET", "eMDR SubStatus", "LookupValue('LS_MED_RR_TRANS_SUB_STATUS', 'NO RESPONSE')
"N
New Named Method 14 "EscalatePIToeMDRQueue", "SET", "eMDR Status", "IIf ([eMDR Status] IS NULL, LookupValue('LS_MED_RR_TRANS_STATUS', 'NOT TRANSMITTED'), [eMDR Status])
"N
New Named Method 15 "EscalatePIToeMDRQueue", "SET", "eMDR SubStatus", "IIf ([eMDR SubStatus] IS NULL, LookupValue('LS_MED_RR_TRANS_SUB_STATUS', 'WORK IN PROGRESS'), [eMDR SubStatus])
"N
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New Named Method 16 "Transmit", "SET", "FDA Acknowledgement",
""""N
New Named Method 17 "UpdateeMDRStatus", "SET", "FDA Acknowledgement",
""""N
New On Field Update Set 3 "Sub Report Type", "Follow-Up Number Read Only", "IIF ([Sub Report Type] = LookupValue(""LS_MED_CMPLNT_SUB_REPORT_TYPE"",""Follow-up""), ""N"", ""Y"")
"N
New On Field Update Set 4 "Sub Report Type", "Follow-Up Number", "IIF ([Sub Report Type] = LookupValue(""LS_MED_CMPLNT_SUB_REPORT_TYPE"",""Initial""), """", [Follow-Up Number])
"N
New On Field Update Set 5 "Type of Report - Follow-up Flag", "Sub Report Type", "IIF ([Type of Report - Follow-up Flag]='Y', LookupValue('LS_MED_CMPLNT_SUB_REPORT_TYPE','Follow-up'), LookupValue('LS_MED_CMPLNT_SUB_REPORT_TYPE','Initial'))
"N
New Status Locked Field 6 "eMDR Status", ""N
New Status Locked Field 7 "eMDR SubStatus", ""N
New Status Locked Field 8 "FDA Acknowledgement", ""N
Modify Status Locked Field 2 "RR Status", "Submitted "N
Business Component User Properties
New/Modified? Name Value Inactive
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4 Perform manual configuration for the "LS Medical Product Issue" Business Component:
5 Perform manual configuration for the existing "Contact" Business Component.
Single Value Fields
New/Needs Modification? Name Join Column
Calculated Value Type
Immediate Post PickList
Validation No Copy
New Area LIC
LookupName("SR_AREA", [Area])
DTYPE_TEXT
Modify FDA Reportable
Y
New Patient Sex LIC
LookupName("FIN_GENDER", [Patient Sex])
DTYPE_TEXT
New Sub-Area LIC
LookupName("SR_AREA", [Sub-Area])
DTYPE_TEXT
Single Value Fields
New/Needs Modification? Name
Join
Column
Calculated Value Type
Immediate Post PickList Validation No Copy
New Country LIC
LookupName("COUNTRY",[Country])
DTYPE_TEXT
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6 Perform manual configuration for the existing "LS Medical Product Issue RR" Business Object:
7 Perform manual configuration for the existing "Audit Trail Engine" Business Service:
8 Perform manual configuration for the existing "Field Value Icons" Bitmap Category:
Business Object Component
New/Modified? Business Component Link
New Contact LS Medical Product Issue RR/Contact
New LS Medical Product Issue RR eMDR Batch
LS Medical Product Issue RR/LS Medical Product Issue RR eMDR Batch
Business Service User Props
New/Needs Modification? Name Value Comment
Modify Enable TRUE 12-CBU9V3: turned OFF on default for performance reasons
Bitmaps
New/Modified? Name FileNameAlt Text String Reference Alt Text
New uncheck.gif uncheck.gif SBL_LS_NOT_SELECTED
Not Selected
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9 Perform manual configuration for the existing "LS Medical Product Issue RR Form Applet" Applet:
Control
New/Modified? Name Caption Caption String HTML Type
HTML Only
New/Modify Name Caption Caption String HTML Type HTML Only
Method Invoked
New eMDRQueue eMDR Queue SBL_LS_EMDR_QUEUE
MiniButtonEditNew
Y EscalatePIToeMDRQueue
Applet Web Template (Existing and Modify) Name Type Web Template
Modify Edit Edit Applet Form Grid Layout
Applet Web Template Items
New/Needs Modification? Name Control Comments
New eMDRQueue eMDRQueue In Edit Web Layout, drag and drop this control from Controls/Columns onto the layout
Applet User Properties
New/Needs Modification Name Value
New CanInvokeMethod: EscalatePIToeMDRQueue
([RR Sub-Status] <> 'eMDR' OR [RR Sub-Status] IS NULL) AND [RR Status] = 'Submitted'
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10 Perform manual configuration for the existing "LS Medical Product Issue RR Child List Applet" Applet:
List Columns
New/Needs Modification Name Field
Display Name - String Reference Read Only HTML Icon Map
New FDA Status FDA Acknowledgement
SBL_LS_FDA_STATUS
Y
New Flag Urgency Flag SBL_FLAG-1004224902-05I
LS_URGENCY_FLAG
New eMDR Status eMDR Status SBL_LS_EMDR_STATUS
Y
New eMDR SubStatus eMDR SubStatus SBL_LS_EMDR_SUB_STATUS
Y
Applet Web Template (Existing and Modify)
New/Modify Name Type Web Template
Modify Edit List Edit List Applet List (Base/EditList)
Applet Web Template Items
New/Modify Name Fields Comments
New FDA Status FDA Status In Edit Web Layout, drag and drop this List Column from Controls/Columns onto the layout
New Flag Flag In Edit Web Layout, drag and drop this List Column from Controls/Columns onto the layout
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11 Perform manual configuration for the existing "LS Medical Product Issues RR Screen" Screen:
New eMDR Status eMDR Status In Edit Web Layout, drag and drop this List Column from Controls/Columns onto the layout
New eMDR SubStatus eMDR SubStatus In Edit Web Layout, drag and drop this List Column from Controls/Columns onto the layout
Screen View
New/Needs Modification? Name
Category Name View Type
Parent Category
View Bar Text - String Reference
Menu Text String Reference
New LS Medical My Product Issues RR eMDR Batch Audit View
LS Medical My Product Issues RR eMDR Batch Audit View
Detail View
eMDR Batch
SBL_LS_BATCH_AUDIT
SBL_LS_BATCH_AUDIT
New LS Medical My Product Issues RR eMDR Batch Details View
LS Medical My Product Issues RR eMDR Batch Details View
Detail View
eMDR Batch
SBL_LS_BATCH_DETAILS
SBL_LS_BATCH_DETAILS
Applet Web Template Items
New/Modify Name Fields Comments
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12 In Siebel Tools, compile all of the locked and updated projects.
Importing Seed Data1 Create an ODBC entry for the database where you plan to import the seed data:
a Navigate to Start > Settings > Control Panel > Administrative Tools> Data Sources (ODBC), navigate to the System DSN tab, and click Add.
b Select the "Siebel Oracle90" driver (from Datadirect Technologies).
c Enter a data source name (such as DevelopmentDB)
d Enter the server name to connect to:
e For Oracle, enter the TNS service name that you created to connect Siebel Tools to the database.
f Test your connection and click OK when tested successfully.
2 Before executing the next step, make sure that the dataimp.exe file exists in the <Tools Install Directory>/bin directory.
New LS Medical My Product Issues RR eMDR Report Attachment View
LS Medical My Product Issues RR eMDR Report Attachment View
Detail View
eMDR SBL_LS_REPORT_ATTACHMENTS
SBL_LS_REPORT_ATTACHMENTS
New eMDR eMDR Aggregate Category
SBL_LS_EMDR SBL_LS_EMDR
New eMDR Batch
eMDR Batch
Aggregate Category
SBL_LS_EMDR_BATCH
SBL_LS_EMDR_BATCH
Screen View
New/Needs Modification? Name
Category Name View Type
Parent Category
View Bar Text - String Reference
Menu Text String Reference
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3 Run the following command:
<Tools Install Directory>\bin\dataimp /u <USERNAME> /p <PASSWORD> /f Unziplocation\ACR426\SEED_DATA\ACR426_Seed.dat /l <Tools Install Directory>\temp\dataimp_seed.log /c <ODBC Source Name> /d <Table Owner> /i Unziplocation\ACR426\SEED_DATA\ ACR426_SeedInp\<Database Platform>\ACR426_seed.inp /q -1 /w y /e n /t n /x R /n 100 /h log
<Tools Install Directory> - Replace with your Siebel Tools install directory
<ODBC Source Name> - Replace with the relevant ODBC name
<Database Platform> - Replace with your database platform (ORACLE, DB2UDB or MSSQL)
4 Review the <Tools Install Directory>\temp\dataimp_seed.log file to make sure that the import completed successfully.
Seed data import includes mono-language seed data import and language seed-data import. Use either Step 5 or Step 6 depending upon the language that you are installing.
5 Use the following procedure to import ENU language seed data:
a Run the following command after importing the ACR426_Seed.dat file.
<Tools Install Directory>\bin\dataimp /u <USERNAME> /p <PASSWORD> /f Unziplocation\ACR426\SEED_DATA\ACR426_Seed_Locale_ENU.dat /l <Tools Install Directory>\temp\dataimp_seed.log /c <ODBC Source Name> /d <Table Owner> /i Unziplocation\ACR426\SEED_DATA\ ACR426_SeedInp\<Database Platform>\ACR426_Seed_Locale_ENU.inp /q -1 /w y /e n /t n /x R /n 100 /h log
<Tools Install Directory> - Replace with your Siebel Tools install directory
<ODBC Source Name> - Replace with the relevant ODBC name
<Database Platform> - Replace with your database platform (ORACLE, DB2UDB or MSSQL)
b Review the <Tools Install Directory>\temp\dataimp_seed.log file to make sure import completed successfully
6 Use the following procedure to import languages other than ENU:
Run the following command after importing ACR426_Seed.dat file for importing the locale specific ACR426_Seed_Locale_XXX.dat, where XXX is the language code.
<Tools Install Directory>\bin\dataimp /u <USERNAME> /p <PASSWORD> /f Unziplocation\ACR426\SEED_DATA\LMU\XXX\ACR426_Seed_Locale_XXX.dat /l <Tools Install Directory>\temp\dataimp_seed.log /c <ODBC Source Name> /d <Table Owner> /q -1 /w n /e y /t n /x R /n 100 /h log
<Tools Install Directory> - Replace with your Siebel Tools install directory
<ODBC Source Name> - Replace with the relevant ODBC name
7 Review the <Tools Install Directory>\temp\dataimp_seed.log file to make sure that the import completed successfully.
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Importing Web Services DefinitionsUse the following procedure to import Web services definitions.
To import Web services definitions
1 Log into the Siebel application.
2 Navigate to the Administration - Web Services > Outbound Web Services view.
3 Import the LSeMDRTransmitFDA.XML file. (This file is located in \ApplicationChanges\WebServices folder within the extracted zip file.)
4 Query for the LSeMDRTransmitFDA Web service.
5 On the Service Port applet, update the address to point to your BPEL server location. By default, it looks like http://localhost:8888/orabpel/default/LSeMDRTransmitFDA/1.0, so change the localhost to the SOA host name and change 8888 to the proper port number.
6 Log into the Siebel application.
7 Navigate to the Administration - Web Services > Inbound Web Services view.
8 Import the LSUpdateeMDRProductIssueStatus.XML file. (The file is located in the \ApplicationChanges\WebServices folder within the extracted zip file.)
9 Query for the LSUpdateeMDRProductIssueStatus Web service.
10 On the Service Ports applet, update the address to point to your Siebel server location. By default, it will look like http://sdc78212/eai_enu/start.swe?SWEExtSource=WebService&SWEExtCmd=Execute&UserName=harikuma&Password=harikuma by default, so change the host name, user name, and password values.
For more information about inbound Web services, refer to the sample acknowledgement message: Unziplocation\ACR426\Sample\LSUpdateeMDRProductIssueStatus Sample Input.xml
Importing Workflow DefinitionsUse the following procedure to import workflow definitions.
XML File to Import Web Service Name Direction
LSeMDRTransmitFDS.xml LSeMDRTransmitFDA Outbound
XML File to Import Web Service Name Direction
LSUpdateeMDRProductIssueStatus.XML
LSUpdateeMDRProductIssueStatus
Inbound
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To import workflow definitions
1 Log into Siebel Tools.
NOTE: NOTE: Siebel Tools must be connected to the same database that the Siebel application server is connected to.
2 From Object Explorer, navigate to Workflow Process.
3 From the list applet, right-click and choose Import Workflow Process.
4 Browse to Unziplocation\ACR426\REPOSITORY\Workflows, and choose LS CRMIntegSEBLSIAProductIssueInsertOutboundFlow.xml.
5 After import, query for the LS CRMIntegSEBLSIAProductIssueInsertOutboundFlow workflow process.
6 Withink Lock Projects view > Workflow process, focus on the record and then click the Deploy button on top of the applet to deploy the workflows.
7 Repeat the preceding steps for the LS Siebel PI eMDR Batch workflow.
Activating Workflow DefinitionsUse the following procedure to activate workflow definitions.
To activate workflow definitions
1 Log into the Siebel application.
2 Navigate to the Administration - Business Process > Workflow Deployment view.
3 On the Repository Workflow Processes applet, query for the LS CRMIntegSEBLSIAProductIssueInsertOutboundFlow and LS Siebel PI eMDR Batch workflows, focus on each record and click the Activate button to activate the workflow.
Adding System PreferencesUse the following procedure to add system preferences.
To add system preferences
1 In the Site Map, navigate to Application Administration > System Preferences.
2 Create a new record with the following details:
XML File to Import Workflow Name Project
LS CRMIntegSEBLSIAProductIssueInsertOutboundFlow.xml
LS CRMIntegSEBLSIAProductIssueInsertOutboundFlow
LS eMDR
LS Siebel PI eMDR Batch.xml LS Siebel PI eMDR Batch LS eMDR
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❏ System Preference Name: eMDR Deadline Threshold Value
❏ System Preference Value: 7
❏ Description: The value is the number of days before the regulatory report deadline, and the system should highlight this value for the users. The urgency is indicated by having the urgency flag in the eMDR list turn from yellow to red.
Enabling Component Groups■ Make sure that EAI Component Group is enabled. If it is not, enable it and bounce the Siebel
Server.
BPEL (Middle Tier) SetupThe procedures in the following section describe how to install Fusion Middleware software and how to set up Canonical Objects.
NOTE: Enhancements are required in the BPEL processes delivered to integrate with FDA.
For Outbound Web services, the Siebel message is transformed to an HL7 message using the following transformation XSL: Unziplocation\ACR426\BusinessProcesses\RegulatoryReport\LSeMDRTransmitFDA\bpel\ FDAAcceptanceFormat.xsl and written to a XML file.
Enhancements are required to send this xml file to FDA.
For Inbound Web services, a sample schema (Unziplocation\ACR426\BusinessProcesses\RegulatoryReport\ eMDRUpdateFDAAck\bpel\ sample1.xsd) is used to capture data from BPEL console and the same is transformed to siebel schema using following XSL Unziplocation\ACR426\BusinessProcesses\RegulatoryReport\ eMDRUpdateFDAAck\bpel\Transformation_1.xsl.
The Web service supports the same schema for all the three acknowledgements. Customization is required to transform the MDN message received from FDA for the first two acknowledgements to The Siebel schema and call the Web service.
Installing Fusion Middleware SoftwareUse the following procedure to install Fusion Middleware software.
To install Fusion Middlware components■ Install the following Fusion Middleware components:
■ SOA Suite 10g 10.1.3.1
For information on installing Oracle SOA Suite, refer to the Oracle Application Server Documentation Library. The library is available on Oracle Technology Network (OTN) at http://www.oracle.com/technology/documentation/index.html. To access the documentation, click the Oracle Application Server 10g Release 3 (10.1.3.1) link.
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■ Oracle JDeveloper 10.1.3.1 (Studio Version)
If desired, support for JDeveloper can be purchased separately. For information on installing Oracle JDeveloper, refer to OTN at http://www.oracle.com/technology/documentation/index.html.
Setting Up Canonical ObjectsCanonical Objects are useful in error handling for both business logic and runtime errors.
Use the following procedure to set up Canonical Objects.
To set up canonical objects
1 Copy the following folder: Unziplocation\ACR426\BusinessProcesses\xmllib\ SEBLLSeMDRFDA and place it into the xmllib folder for your SOA installation (such as: <SOA_HOME>\bpel\system\xmllib).
2 Verify that the schema can be accessed by opening a browser and typing in the following URL:
http://<SOA Host Name:BPEL Console port number>/orabpel/xmllib/ SEBLLSeMDRFDA /CanonicalObjects/coCommon.xsd
For example: http://127.0.0.1:8888/orabpel/xmllib/SEBLLSeMDRFDA/CanonicalObjects/coCommon.xsd
The CoCommon schema should open correctly. If there is a problem in opening the file, restart the SOA suite.
Configuring Business Processes Execution Language ProcessesUse the following procedure to configure BPEL processes.
To configure BPEL processes
1 Open the following file for editing: Unziplocation\ACR426\SetUp\CRMIntegProcessParameters.xml.
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2 Modify its content until it matches the following:
NOTE: Change the values in the lines that begin with "<property name="PARAMVALUE">. Replace the values with the relevant values from your environment.
<?xml version="1.0" encoding="UTF-8" ?>
<LISTOFBUILDPARAMETERS xmlns="http://www.siebel.com/uan/SiebelBIAs/SharedComponents/CRMIntegProcessProperties">
<BUILDPARAMETER>
<property name="PARAMNAME">http://sdc78212svod:8888/orabpel/default</property>
<property name="PARAMVALUE">http://127.0.0.1:8888/orabpel/default</property>
<property name="DESC">This Parameter is to capture BPEL domain URL information.Please specify your environment specific value for "PARAMVALUE" property. Here
"http://127.0.0.1:8888" should be replaced with the HOST, PORT where the BPEL PM is running. "orabpel" should stay same.
"default" is the name of domain where the bpel processes are to be deployed.</property>
</BUILDPARAMETER>
<BUILDPARAMETER>
<property name="PARAMNAME">http://sdc78212svod:8888/orabpel/xmllib</property>
<property name="PARAMVALUE">http://127.0.0.1:8888/orabpel/xmllib</property>
<property name="DESC">This Parameter is to capture the XMLLIB url. Please specify your environment specific value for "PARAMVALUE" property.
Here "http://127.0.0.1:8888" should be replaced with the HOST, PORT where the BPEL PM is running. "orabpel/xmllib" should stay same.</property>
</BUILDPARAMETER>
<BUILDPARAMETER>
<property name="PARAMNAME">"http://sdc78212svod/eai_enu/start.swe?SWEExtSource=WebService;SWEExtCmd=Execute;UserName=harikuma;Password=harikuma"</property>
<property name="PARAMVALUE">[SIEBEL SERVER LOCATION]</property>
<property name="DESC">This Parameter is to capture the Siebel server url. Specify your environment-specific value for "PARAMVALUE" property (such as http://xyz.siebel.com:8888</property>
</BUILDPARAMETER>
<BUILDPARAMETER>
<property name="PARAMNAME">"c:\temp"</property>
<property name="PARAMVALUE">"c:\test"</property>
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<property name="DESC">Ouput Directory where FDA eMDR XML files will be created </property>
</BUILDPARAMETER>
</LISTOFBUILDPARAMETERS>
3 After you have changed the parameter values, navigate to Unziplocation\ACR426\SetUp\scripts and run the following command for the BPEL projects in the Compound project:
java -jar EditParam.jar -i Unziplocation\ACR426\BusinessProcesses -f Unziplocation\ACR426\Setup\CRMIntegProcessParameters.xml -verbose -t D:\temp
Use the following procedure to set the output directory for storing FDA Report XML files.
To set the output directory for storing the FDA report XML files
1 Navigate to Unziplocation\ACR426\BusinessProcesses\ RegulatoryReport\LSeMDRTransmitFDA\bpel, and edit WriteIntoFile.wsdl.
2 Locate "PhysicalDirectory="c:\temp"", and replace the value to the relevant value
3 Locate "FileNamingConvention="FDAReport.xml"" and replace the value to relevant value, such as 'FDA_%yyMMddHHmmss%.xml'.
Setting Up an Application WorkspaceUse the following procedure to set up an application workspace.
To set up an application workspace
1 Start Oracle JDeveloper.
2 Click the Applications Navigator tab.
3 Right-click the Applications icon.
4 Choose New and specify the type as Application.
5 Specify eMDR as the name for the application.
6 Specify a directory name where the BPEL processes are stored (for example:Unziplocation\ACR426\BusinessProcesses).
7 In the Create Project popup, click Cancel.
8 Repeat the following steps for each of the following JPR files:
■ Unziplocation\ACR426\BusinessProcesses\RegulatoryReport\eMDRUpdateFDAAck\eMDRUpdateFDAAck.jpr
■ Unziplocation\ACR426\BusinessProcesses\RegulatoryReport \LSeMDRTransmitFDA\LSeMDRTransmitFDA.jpr
a Select the eMDR application.
b Right-click and choose Add to eMDR.jws.
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c Select a JPR file and click Open.
This imports the process code into the application.
Deploying Business Process Execution LanguageUse the following procedure to deploy BPEL processes.
NOTE: Before you begin, make sure that the SOA Suite has been installed, and make sure JDeveloper has been installed and that the application server and integration server connection have been configured.
To deploy BPEL processes
1 Make sure that the SOA Suite has been started.
2 From Oracle JDeveloper, select the LSeMDRTransmitFDA project.
3 Right-click on the project name and choose Deploy > IntegrationServerName > Deploy to default domain.
4 Ignore the warnings listed on the build output window.
5 Select the eMDRUpdateFDAAck project.
6 Right-click on the project name and choose Deploy > IntegrationServerName > Deploy to default domain.
7 Ignore the warnings listed on the build output window.
This compiles the SRC code and then deploys the BPEL process to the SOA Instance.
Instructions for ACR 4371 Go to the Siebel Tools installation directory <Tools Install Directory>\REPPATCH.
2 Unzip the file ACR437.zip file.
This will create the following directory structure:
<Path of the Unzipped Folder>\REPPATCH\
The above ACR437 folder will have the following subfolders:
❏ \DMGSchemaChanges (refer to the information about how to import .sif files in Siebel CRM and UCM Integration Guide on My Oracle Support.
❏ \LMU
❏ \SeedData (refer to the information about how to import seed data in Siebel CRM and UCM Integration Guide on My Oracle Support.
❏ \SIFFiles
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❏ WFs
As part of the O2C release, schema changes have been made within the database. The O2CMST80_S_USER.sif, VACR437_EIMFinal_81.sif and VACR437_TableFinal_81.sif files all contain changes, and the S_USER table has been changed as well.
For information about how to import .sif files into the repository, how to create tables on the physical database, how to import seed data, how to set up the workflow policy, how to create a job for the Generate Triggers component, how to reveal the Default Tasks parameter, how to start tasks for Workflow Monitor Agent, and how to set up the integration user, see Siebel CRM and UCM Integration Guide. To access this guide, search for Doc ID 763962.1 on My Oracle Support.
Instructions for ACR 439This topic is part of “Configuration Instructions for Enhancements and Updates” on page 40.
After installing ACR 439, you must make sure that Find objects are visible in the application.
To make sure that Find objects are visible in the application
1 Connect to Siebel Tools.
2 Select the application from Object Explorer, and search for the relevant Application Name.
3 Navigate to Application Find in the Object Explorer, and activate the Find names that you want to display for the application.
4 Make sure that the relevant Business Components are part of the Search Execution Business Object.
5 Compile your changes to the SRF.
You may receive the following error message after you have installed ACR 439: “An error has occurred creating business component ‘Consumer’ used by business object ‘Search Execution’. Please ask your systems administrator to check your application configuration. (SBL-DAT-00222).
Use the following procedure to resolve this error.
To resolve the SBL-DAT-00222 error message
1 Connect to Siebel Tools.
2 Within the Object Explorer, select Business Object.
3 Query for “Search Execution,” right-click the access the submenu, and select “Unlock Object.”
4 Navigate to the Object Business Component.
5 Click New Record and add the required Business Component (such as “Consumer”).
6 Compile the changes to the SRF.
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For more information about ACR 439 and for information about how to implement this enhancement, see Siebel Search Administration Guide on the Siebel Bookshelf, available on Oracle Technology Network (OTN) at http://www.oracle.com/technology/documentation/siebel.html.
Instructions for ACR 439BThe following sections contain information about how to configure and install ACR 439B.
Importing SIF Files for ACR 439BUse the following procedure to import the .sif files for ACR 439B.
To import the .sif files for ACR 439B
1 Connect to Siebel Tools.
2 Navigate to the Fast Search project and lock it.
3 Uncompress the file ACR439_sif.zip file, which is located under Tools\REPPATCH.
4 Import the .sif files you extracted from the .zip file.
5 Compile the project.
Importing the sif files creates the following objects:
■ Applet: Search lookin Results Body, Search lookin Results Header, Recent Saved Searches Applet
■ View: Search lookin Results View
■ Web Template: Lookin Results View
■ Screen: Search View Dummy Screen
Siebel Tools Changes for ACR 439BNOTE: Lock the Fast Search project before performing the changes detailed in this section.
To add the GotoView=Search lookin Results view
1 Connect to Siebel Tools.
2 Within Applet Search lookin Results Header, add the user property GotoView= Search lookin Results View.
3 Compile the project.
To add the SamePage and GotoView user properties to the Search lookin applet
1 Connect to Siebel Tools.
2 Query for the Search lookin applet.
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3 Navigate to Applet User Prop and add the two user properties listed in the following table:
4 Navigate to Control, query for Name= "Search", and update the Search property as detailed in the following table:
To add the GotoView user property to the Search Results Body applet
1 Connect to Siebel Tools.
2 Query for the Search Results Body applet.
3 Navigate to Applet User Prop and add the following user property:
4 Navigate to Control, query for Name = "PositionOnRow", and update the following property:
5 Navigate to Applet Web Template Items and add the item detailed below:
Seed Data Changes for ACR 439BUse the following procedure to add the Search lookin Results view.
Name Value Description
SamePage TRUE/ FALSE Having this value set to TRUE displays the Search Results on the left hand side of the screen.
GotoResultsView Search lookin Results View Search lookin Results View
Name Target View Frame Description
Search empty The old value is "_sweview". The property needs to be set to empty.
Name Value Description
GotoResultsView Search lookin Results View
HTML Bitmap HTML Disabled Bitmap
ROW_OFF ROW_ON
Item Identifier Name Control Parent Name Type
501 PositionOnRow PositionOnRow Base Control
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To add the Search lookin Results View
1 Navigate to the Administration - Application screen, and then the Views view.
2 Click New and add "Search lookin Results View" with the following values:
■ View Name = "Search lookin Results View"
■ Description = "Search lookin Results View"
■ Default Local Access = "true"
3 To give the administrator responsibility to the view, navigate to the Administration - Application screen, and then the Responsibilities view. Query for the administrator.
4 In the view applet, add "Search lookin Results View".
SWT Changes for ACR 439BSiebel Web Templates (SWT) are a set of HTML files with embedded Siebel tags that determine how the UI is rendered in a browser. The following SWT files need to be edited for ACR 439B:
■ Search_ListBodySearchResults.swt
■ SearchResults.swt
■ SavedSearch.swt
Apply the changes listed below for each swt in order for ACR 439B to display the web templates correctly.
To edit Search_ListBodySearchResults.swtPlace the text below between this line:
<!------------ Begin Row ------------->
and this line:
<!------------ Display all Search Result Field ------------->
Insert the following text:
<tr class="swe:this.RowStyle">
<swe:control id="501"><!-- Select 501 --><td align="swe:this.TextAlignment" width="42" class="Row"><swe:this property="FormattedHtml" hintText="Selected Row" hintMapType="Control"/></td></swe:control>
<swe:select-row><td align="swe:this.TextAlignment" width="42" class="Row"><swe:this property="FormattedHtml" /></td></swe:select-row>
To edit SearchResults.swtPlace the following text after the line </b> for id ="3000":
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<b>
<swe:control id="3001"> <!-- CR 12-1O4OT68 -->
<swe:this property="FormattedHtml" hintMapType="Control" hintText="Attach"/>
</swe:control>
</b>
<b>
<swe:control id="3002"> <!-- CR 12-1O4OT91 -->
<swe:this property="FormattedHtml" hintMapType="Control" hintText="Preview"/>
</swe:control>
</b>
To edit SavedSearch.swtPlace the following text after the line </tr> for id="99":
<!-- Begin of CR 12-1O4OTAF -->
<tr>
<td align="left">
<swe:control id="101">
<b><swe:this property="FormattedHtml" hintMapType="Control" hintText="Field"/></b>
</swe:control>
</td>
</tr>
<tr>
<td align="left"> </td>
</tr>
<!-- End of CR 12-1O4OTAF -->
Instructions for ACR 450For information about how to implement ACR 450, within My Oracle Support, navigate to the Knowledge tab and search for Doc ID 880612.1.
For more information about the Siebel Hospitality application, see Siebel Hospitality Guide on the Siebel Bookshelf at http://www.oracle.com/technology/documentation/siebel.html.
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Instructions for ACR 452Use the following procedure to install ACR 452 for the Siebel 8.1.1.1 Fix Pack.
NOTE: Oracle Secure Enterprise Search patch 10.1.8.4 or higher is required for ACR 452.
To install ACR 452■ Extract the Tools\REPPATCH\ ACR452_phaseA.zip file to Tools\REPPATCH.
This creates the following directory structure: Tools\REPPATCH\ACR452_phaseA\.
To import ACR 452 seed data
1 Open Tools\REPPATCH\ACR452_phaseA\SEED_DATA\ import.bat and edit the required import.bat parameters, using the following as an example:
❏ SET TOOLSPATH= <Enter Tools path here>
❏ SET DATASRC= <Enter Source name used by Siebel Tools for ODBC DSN. The value is the same as that used for ConnectString in the [ServerDataSrc] section of Tools.cfg>
❏ SET TBLOWNER=<Enter table owner name used by Siebel Tools for connecting to the server database. The value is the same as that used for TableOwner in the [ServerDataSrc] section of Tools.cfg>
❏ SET USERNAME=<Enter the username used to connect to the Siebel database, such as SADMIN>
❏ SET PASSWORD=<Enter the password used to connect to the Siebel database, such as SADMIN>
2 Run import.bat.
To edit Tools.cfg to import symbolic strings
1 Open Tools.cfg, search for the SymStrPrefix parameter, and change the value of the SymStrPrefix parameter from X_ to SBL_.
2 Within Siebel Tools, lock the following Search projects:
❏ Fast Search
❏ Search Execution
❏ Symbolic Strings
To import ACR 452.sif
1 Open Tools\REPPATCH\ACR452_phaseA\repository\import.bat, and edit the required import.bat parameters, using the following as an example:
❏ SET PCDTOOLSPATH= <Enter Tools path here>
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❏ SET PCDDATASRC= <Enter DataSrc name used by Tools.cfg. The value is the same as [ServerDataSrc] in the Tools.cfg>
❏ SET PCDUSERNAME=<Enter the username used to connect to the Siebel database, such as SADMIN>
❏ SET PCDPASSWORD==<Enter the password used to connect to the Siebel database, such as SADMIN>
❏ SET LANG==<Enter language code, such as ENU>
2 Run import.bat
3 In Siebel Tools, import the Tools\REPPATCH\ACR452_phaseA\Business Component.sif file.
To install localization files
1 (Optional) The following step only applies only to customers who are installing languages other than ENU. If you are installing languages other than ENU:
a Navigate to Tools > Utilities > Locale Management to import LMU files for the specific language from the Tools\REPPATCH_ACR452_phaseA\LMU folder into Siebel Tools.
b Select Source Language = English American
c Target Language = <Select Language>
d Click the Import tab, click Browse to locate the LMU file you want to import, and then click Import.
2 Stop the Siebel Server, if it is running.
3 To change the language to the specific language that you just imported, navigate to View > Options > Language.
To compile and save the Siebel Tools changes
1 Within Siebel Tools, navigate to Compile Projects, select all projects, and then click Compile.
2 Save the srf file
3 Within Siebel Tools, unlock the following Search projects:
❏ Fast Search
❏ Search Execution
❏ Symbolic Strings
To edit Tools.cfg for customer changes
1 Open Tools.cfg, search for the SymStrPrefix parameter, and change the value of the SymStrPrefix parameter from SBL_ to X_.
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To install the AdvancedSearch SWT file
1 On the Siebel Sever, replace the \ses\siebsrvr\WEBTEMPL\AdvancedSearch.swt file with the Tools\REPPATCH\ACR452_phaseA\repository\Web Template\ AdvancedSearch.swt file .
2 Start the Siebel Server.
3 Navigate to Administration – Search > Search Engine Settings to confirm that the Connect and Disconnect buttons have been added.
For information on installing Search_Engine_Config.xml, and configuring Search for ACR 452, see the Siebel Search Administration Guide on the Siebel Bookshelf at http://www.oracle.com/technology/documentation/siebel.html.
Instructions for ACR 456This topic is part of “Configuration Instructions for Enhancements and Updates” on page 40.
Use the instructions in this topic to implement ACR 456, which provides a user interface for exporting and importing assignment-related data.
For more information about the enhancements provided by ACR 456 for version 8.1.1.1 and later, see Siebel Assignment Manager Administration Guide. The latest version of this guide is available on the Siebel 8.1 Bookshelf on OTN at http://www.oracle.com/technology/documentation/siebel.html.
Importing Archive Files for ACR 456To implement this ACR, you must import archive files (.sif) in Siebel Tools.
1 On the machine where you installed Siebel Tools, locate the file ACR456.zip in the folder SIEBEL_TOOLS_ROOT\REPPATCH.
2 Uncompress this .zip file and extract the archive files (.sif) it contains.
3 Navigate to SIEBEL_TOOLS_ROOT\bin\enu.
4 Open the file tools.cfg in an editor like Notepad.
5 Change the value of the SymStrPrefix parameter to SBL_. (After performing the steps described in this topic, change this parameter back to its original value of X_.) Save the tools.cfg file.
6 Launch Siebel Tools.
7 Lock the following projects:
■ Symbolic Strings
■ Assignment
■ Orgchart
■ Admin
8 Import the archive files (.sif) you previously extracted from ACR456.zip into Siebel Tools. Import the files in the order shown below:
■ AM-ImportExport.sif
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■ AM-ImportExport-SymbolicStrings.sif
■ AM-ImportExport-applet.sif
■ AM-ImportExport-buscomp.sif
■ AM-ImportExport-screen.sif
9 Compile the changes into an updated repository file (SRF file). Copy the new SRF file to the Siebel Server installation, under SIEBSRVR_ROOT\objects\enu.
10 In the tools.cfg file, change the value of the SymStrPrefix parameter back to X_. Save the tools.cfg file.
Adding Seed Data for ACR 456To implement this ACR, you must add views and other seed data to the Siebel application.
1 Launch the Siebel application, such as Siebel Call Center.
2 Navigate to the Administration - Application screen, and then the Views view.
3 Add the following views:
■ Transaction Log View
■ Transaction Log View - All
■ Transaction Log View - Manager
■ Position Export View by Skill
4 Associate suitable responsibilities to the new views.
5 Add List of Values (LOV) data for U.S. English (ENU), as described below.
NOTE: This example is for U.S. English (ENU) only. For other languages, see files in the compressed file ACR456.zip. Set Display Value appropriately for each non-ENU language.
a Navigate to the Administration - Data screen, then the List of Values view.
b For Type TODO_TYPE, add new records, where:
❏ Display Value is Import, and Language-Independent Code is Import.
❏ Display Value is Export, and Language-Independent Code is Export.
c For Type EVENT_STATUS, add new records, where:
❏ Display Value is Success, and Language-Independent Code is Success.
❏ Display Value is Failed, and Language-Independent Code is Failed.
d For Type ACTIVITY_DISPLAY_CODE, add new records, where:
❏ Display Value is Position and Activities, and Language-Independent Code is Position and Activity.
❏ Display Value is Assignment and Activities, and Language-Independent Code is Assignment and Activity.
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Activating Workflow Process for ACR 456To implement this ACR, you must activate a new workflow process in Siebel Tools.
1 Launch Siebel Tools.
2 In the Object Explorer, click Workflow Process.
3 Select the workflow process Export Assignment Data. (This workflow was added when you imported the file AM-ImportExport.sif.)
4 Publish and activate the selected workflow process.
Validating Configuration Steps for ACR 456After performing all the steps described earlier in this topic, restart the Siebel Server and log in to the Siebel Server. Refer to the information about importing and exporting assignment-related data in the Siebel Assignment Manager Administration Guide. Validate that the user interface changes are visible in the Administration - Assignment screen, and validate that the relevant functionality described in that book works as expected.
Instructions for ACR 457The following sections contain information about how to implement ACR 457.
For more information about Siebel Order Management, see Siebel Order Management Guide on the Siebel Bookshelf http://www.oracle.com/technology/documentation/siebel.html.
1 Navigate to the Siebel Tools installation directory <Tools Install Directory>\REPPATCH, and unzip the acr457.zip file.
This will create the following directory structure:
<Tools Install Directory>\REPPATCH\acr457\
2 In Siebel Tools, lock the following projects:
❏ VORD Compound Product Validation Engine
❏ VORD Network Order Entry
3 Import the SIF files from the ObjectsSIFs folder into Siebel Tools using the Import From Archive function. Make sure to choose Merge Option in the Siebel Tools import wizard.
NOTE: If you have not locked the required projects, you may receive a warning error message.
4 Import the following SIF files:
❏ VORD CPVE Validation Service.sif
❏ VORD Network Node.sif
5 Stop Siebel Server, if it is running.
6 Compile all the projects using Compile Projects function, and select either the All Projects option or the Locked Projects option. Save the srf file to the <Siebel Server Install folder>\objects\ENU\siebel_sia.srf directory on the installed Siebel Server.
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7 Start the Siebel Server.
8 Lock the SIS OM Base Architecture project, and import the workflows listed in the following table into the Siebel application.
a Select Workflow Process in Siebel Tools Object Explorer.
b Right-click on the right-side pane called Workflow Processes and import the .xml file into Siebel Tools from the workflows folder. Refer to the list of workflows in the table above to know which projects these workflows need to be imported into.
c Check the status of each workflow process. If it is In-Progress, then deploy the workflow to change its status to complete. Do not click the Deploy + Activate button, as doing so will yield an error message. Only click the Deploy button.
NOTE: You may receive the "This is an invalid Workflow…" error message while deploying the modified workflows from the list. Ignore the error and click Yes.
d Repeat Step b and Step c for of all the workflows in the folder.
e Log in to the Siebel application as an administrator, and navigate to the Site Map.
f Click on Administration - Business Process.
g Navigate to Workflow Deployment > Repository Workflow Process.
h Query for the workflow processes and activate them.
9 Restart the Siebel Server.
10 Launch the Siebel Communications application.
Enabling Component GroupsUse the following procedure to enable component groups.
To enable component groups
1 Navigate to Site Map > Administration - Server Configuration > Enterprises > Component Groups.
2 Query for each of the following component groups and if Enable State = Disabled, click <Enable>:
SIA
❏ Siebel CME [Alias- Communications]
❏ Siebel ISS [Alias- ISS]
Workflow Name New/Modified Project
VORD Validate (Order) Modified SIS OM Base Architecture
VORD Validate (Quote) Modified SIS OM Base Architecture
SIS OM Disconnect Products & Services Process Modified SIS OM Base Architecture
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❏ Communications Management [Alias- CommMgmt]
❏ Workflow Management [Alias- Workflow]
NOTE: You can also activate the component groups by running the Enable compgrp <Alias> command through the Srvrmgr command prompt.
3 After enabling the necessary components, navigate to Site Map > Administration - Server Configuration > Enterprises > Synchronize, select all the records and click the Synchronize button.
4 Bounce the server.
5 Use the following procedure if you are a Windows customer:
a Log in with system administrator credentials.
b From Start > Run, type cmd.
c Find the drive that the build is installed on.
d Type <Build>ses\siebsrvr\bin.
e Execute the following command:
srvrmgr /e SIEBEL /s server name:portnum /u SADMIN /p MSSQL <enter>
f Run the command to verify that the components were successfully enabled.
g Run the following command to enable the component group:
Enable compgrp <Alias>
h Verify that the command executed successfully, and then run the Exit command.
i Restart the services.
j After the machine is up, than connect to server manger by running command in Step e and verify the enabled components groups by running the "list of compgrp" command.
6 Use the following procedure if you are a UNIX customer:
a From the local machine click on Stat - Run- type telnet <Machine name> (such as telnet sdcpi43).
b Log in with administrator credentials.
c Navigate to <Build>ses\siebsrvr\bin.
d Run the following commands:
smgr <enter>
set server <machine name> <enter>
list compgroup <enter>
e Run the following command to enable components group:
Enable compgrp <Alias>
f Verify that the command executed successfully, and then run the Exit command.
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g Restart the services.
Use the following procedure to delete Customer Order Management workflows.
NOTE: Before you run the scripts in the following procedure, make sure the Workflow component is enabled and that the server has been restarted after the component groups have been enabled.
To delete Customer Order Management workflows
1 Navigate to Site Map > Administration Business Service > Simulator.
2 Click the Load from File button and load the "COM_Workflow Admin Service Delete.xml" file.
3 On the Input Arguments tab, click the Load from File button and load the "COM_Workflow Admin Service Input.xml" file.
4 On the Simulator Applet, select the record that has the Method Name as "DeleteDeploy" and click the Run button.
Activating the Workflows Through ScriptsUse the following procedure to activate Customer Order Management workflows.
NOTE: Before you run the script, make sure the Workflow component is enabled and that the server has been restarted after the component groups have been enabled.
To activate Customer Order Management workflows
1 Navigate to Site Map > Administration Business Service > Simulator.
2 Click the Load from File button and load the "COM_Workflow Admin Service Activate.xml" file.
3 On the Input Arguments tab, click the Load from File button and load the "COM_Workflow Admin Service Input.xml" file.
4 On the Simulator Applet, select the record that has the Method Name as "Activate" and click the Run button.
A record displaying the number of workflows activated will display.
5 Log out of the eCommunications application and then log back in.
This will allow you to begin creating orders.
Use the following procedure to manually activate the Pricing and Eligibility Procedure - Default workflow process.
To manually enable the Pricing and Eligibility workflow process
1 Click on Administration - Business Process.
2 Navigate to Workflow Deployment > Repository Workflow Process.
3 Query for the Pricing and Eligibility Procedure - Default workflow process and activate it.
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4 Log out and relogin in to Siebel eCommunications application.
You can now create orders.
Instructions for ACR 463The following sections contain information about how to install and configure ACR 463.
CAUTION: ACR 463 does not include all of the web services for MDM/PIM.
NOTE: If you have installed Siebel 8.1.1 QF1002 for ACR 463 or Siebel 8.1.1.1 QF5101 for ACR 463, you do not need to perform the repository changes detailed in the following sections, as the changes that you performed when you installed the Quick Fixes were not overwritten. However, if you are installing ACR 463 for the first time, you do need to perform the repository changes detailed in the following sections.
1 Navigate to the Siebel Tools installation directory <Tools Install Directory>\REPPATCH.
2 Unzip the file ACR463.zip file.
This will create the following directory structure:
<Tools Install Directory>\REPPATCH\ACR463.zip
The ACR463.zip folder that you create will contain the following subfolders:
❏ \DMGSchemaChanges
❏ \EIM
❏ \LMU
❏ \SeedData
❏ \SIFFiles
❏ \WFs
The following instructions refer to the folders specified above.
Applying Schema Changes to the DatabaseThe information in the following section describes how to apply schema changes to the database, and also provides information about which tables were changed.
Use the following procedure to import the schema into the database.
To import the schema into the database
1 Lock the following projects before importing:
❏ EIM Asset
❏ EIM Common SIA
❏ EIM Invoice
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❏ EIM Order
❏ EIM Product
❏ EIM Quote
❏ EIM BulkRequest
❏ EIM Organization
❏ EIM Service Request
❏ Table Asset
❏ Table BulkRequest
❏ Table Invoice
❏ Table Order
❏ Table Organization
❏ Table Product
❏ Table Quote
❏ Table Service Request
❏ Table Special Rate List
❏ Table CIF
❏ Table Person
❏ Table FleetManagement
❏ CUT Newtable
2 Import the .sif files in the following sequence
❏ AIA24_schema_changes.sif
❏ AIA24_EIM_schema_changes.sif
3 Use the Siebel Tools Import from Archive function to read this file and create the tables in the repository. The "merge" option should be used while importing this file.
Creating Tables on the Physical DatabaseUse the following procedure to create tables on the physical database.
To create tables on the physical database
1 Use Siebel Tools to query for the list of tables that were imported into the repository, and then use the "Apply/DDL" button to apply the changes to the physical database.
2 Use privileged database user\pass word in the Database user \ Database user password column in the Apply Schema dialog box.
NOTE: Make sure to create the ODBC data source for the database to which you want to apply the schema changes.
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3 From Object Explorer, select Table Object Definition.
4 Query for the tables that have changed using the following criteria:
Query Criteria: Changed = Yes
5 Click on Apply/DDL.
6 Select Apply DDL.
7 Select Current Query from the Tables drop-down list.
8 Enter the appropriate information for ODBC Data Source/ Database User and Database User Password.
9 Click the Apply button.
The "Changes Successfully Applied" message displays.
Importing Seed DataUse the following procedure to import seed data.
To import seed data
1 Create an ODBC entry for the database where you plan to import the seed data:
a Start > Settings > Control Panel > Administrative Tools > Data Sources (ODBC).
b Navigate to the System DSN tab.
c Click Add.
d Select "Siebel Oracle90" driver (from Datadirect Technologies).
e Enter a data source name (such as DevelopmentDB).
f Enter the server name to connect to:
For Oracle, enter the TNS service name that you created to connect Siebel Tools to the database.
g Test the connection and click OK after you have verified the connection.
2 Navigate to the directory where you installed Siebel Tools and change it to the REPATCH\ACR463 directory.
NOTE: Before you perform the following step, make sure that the dataimp.exe file exists in the <Tools Install Directory>/bin directory.
3 Seed data import includes mono-language seed-data import and language seed-data import.
a Use the following command to import mono-language seed data:
<Tools Install Directory>\bin\dataimp /u sadmin /p sadmin /f <Tools InstallDirectory>\REPATCH\ ACR463\SeedData\Seed_aiacom24.dat /l <Tools InstallDirectory>\temp\dataimp_seed.log /c <ODBC Source Name> /d <Table Owner> /q -1 /w n /e y /t n /x R /n 100 /h log
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b Use the following command to import the language seed data:
<Tools Install Directory>\bin\dataimp /u sadmin /p sadmin /f <Tools InstallDirectory>\REPATCH\ ACR463\SeedData\seed_locale_<language>.dat /l <Tools InstallDirectory>\temp\dataimp_seed.log /c <ODBC Source Name> /d <Table Owner> /q - 1 /w n /e y /t n /x R /n 100 /h log
<Tools Install Directory> - Replace with your Tools install directory.
<ODBC Source Name> - Replace with ODBC name created in Step 1.
4 Review the log file in <Tools Install Directory>\temp\dataimp_seed.log file to make sure that the import completed successfully.
Siebel Tools Changes for ACR 4631 Open tools.cfg from <Tools Install Directory>\Bin\Enu and verify the [Siebel] section. Make sure
that the SymStrPrefix entry has been set to SBL_
[Siebel]
……..
SymStrPrefix parameter needs to be X_ for Siebel Customers.
SymStrPrefix = SBL_
……..
NOTE: After changing the tools.cfg file, make sure to log out of Siebel Tools and log in again to apply the changes.
2 In Siebel Tools, lock all the following projects:
❏ ABO Bulk Request
❏ Account
❏ Account (SSE)
❏ Assignment (SSE)
❏ Asset Management
❏ Bitmap
❏ CMU Billing BC
❏ CMU Billing Product
❏ CMU Billing UI
❏ CMU Billing Integration
❏ CUT Admin - External Data
❏ CUT Billing
❏ CUT Credit Alert
❏ CUT Profile
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❏ CUT Trouble Ticket
❏ Contact
❏ Comm Manager
❏ Communication
❏ Eligibility Compatibility
❏ Fleet Management
❏ ISS Authoring Admin
❏ ISS Class Admin
❏ ISS Product Admin
❏ ISS Promotion Admin
❏ MACD Performance
❏ Order Entry
❏ Prepaid Service 8.1
❏ Product
❏ Product (SSE)
❏ Product Integration
❏ Product Selection UI
❏ Quote (UI)
❏ Quote
❏ SIS OM Base Architecture
❏ Service
❏ Symbolic Strings
❏ UCM Privacy Management
❏ VEAI CUT Billing Integration
❏ VERT CUT Address
❏ VERT CUT Screens
❏ Web Channel Order Management
❏ Web Service Integration
❏ eService Billing
❏ eAuto Product
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3 Import the rest of the SIF files from the SIFFiles folder into Siebel Tools using the Import From Archive function.
NOTE: If you have not locked the required projects, you may receive a warning error message.
Make sure to choose Merge Option in Siebel Tools Import Wizard.
Import the following SIF files:
❏ Modified Applets.sif
❏ Modified BCs.sif
❏ Modified Bitmaps.sif
❏ Modified BOs.sif
❏ Modified BSs.sif
❏ Modified Classes.sif
❏ Modified Commands.sif
❏ Modified IOs.sif
❏ Modified Links.sif
❏ Modified Picklists.sif
❏ Modified Screens.sif
❏ Modified Symbolic Strings.sif
❏ Modified Views.sif
❏ Modified Workflow Policy Columns.sif
❏ Modified Workflow Policy Objects.sif
The following steps are only necessary for customers who are installing languages other than ENU:
4 Import LMU Files for the specific language from the LMU folder into Siebel Tools. [Select menu Tools ' Utilities ' Locale Management].
a Select Source Language = English American
Target Language = <Specific Language>
b Click the Import tab > Browse to locate the LMU file you want to import and click Import.
NOTE: If an error occurs while you are importing the LMU file, open the file, convert the language value for Source into the corresponding language. For example, do the following for NLD:
Source (Language,Application) : (Engels-Amerikaans,STD - Standard)
Target (Language,Application) : (Dutch,STD - Standard)
5 Stop Siebel Server, if it is running.
6 Compile all the projects using Tools > Compile Projects and selecting the "All Projects" option. Save the srf file to location <Siebel Server Install folder>\objects\ENU\siebel_sia.srf on the installed Siebel server.
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7 Start the Siebel Server.
8 Import the workflows listed in the following table into the Siebel application.
NOTE: All of the existing workflows should be imported. In other words, the modified workflows should be imported into the corresponding projects.
Workflow Name Project
ABO Bulk Request - Validate Process ABO Bulk Request
ABO Bulk Request Add Item Customize Process ABO Bulk Request
ABO Bulk Request - Clear Exception Process Workflow ABO Bulk Request
ABO Bulk Request - Parallel Sub Process Workflow ABO Bulk Request
ABO Bulk Request - Prepare Action Set Sub-Process Workflow ABO Bulk Request
ABO Bulk Request - Submit Process Workflow ABO Bulk Request
Basic Pricing Procedure Cfg RTC
CMU Credit Alert Status Sync Web Service Integration
CMU SIA Submit Adjustment Request to External CMU Billing Integration
CMUBalanceDetailsEventAdjustmentWF CMU Billing Integration
CMUEventDetailsAdjustmentWF CMU Billing Integration
CMUInvoiceAdjustmentWF CMU Billing Integration
CMUItemChargeAdjustmentWF CMU Billing Integration
CMUUnbilledEventAdjustmentWF Web Service Integration
CMUUnbilledNonCurrencyEventAdjustmentWF Web Service Integration
Dynamic Pricing Procedure Row Set Transformation Toolkit
ISS Promotion Upgrade Process ISS Promotion Workflow
Pricing Procedure - Calculate Net Price Row Set Transformation Toolkit
SIS OM Disconnect Products & Services Process SIS OM Base Architecture
SIS OM Edit Complex Asset Workflow SIS OM Base Architecture
SIS OM Edit Service Order Line Item SIS OM Base Architecture
SIS OM Modify Products & Services Process SIS OM Base Architecture
SIS OM Order Line Item Update Main SIS OM Base Architecture
SIS OM Suspend / Resume Asset Sub-Process SIS OM Base Architecture
SIS OM Suspend / Resume Products & Services Process SIS OM Base Architecture
SISOMBillingSubmitOrderWebService CMU Billing Integration
SWI Account Update Workflow Web Service Integration
SWI Address Update Workflow Web Service Integration
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a Select Workflow Process in Siebel Tools Object Explorer.
b Right-click on the right-side pane 'Workflow Processes' and import the .xml file into Siebel Tools from the WFs folder. Refer to the list of workflows in the table above to know which project these workflows need to be imported into.
c Check the status of the Workflow process. If it is In-Progress, then make it complete by deploying the Workflow process (For version 8.0 and above, the "Publish/Activate" button changes the status to complete. To view this button, click the View menu > Tool Bar, and select WF/Task Editor.)
NOTE: If this step throws an error message, note the workflows that failed and manually activate them within the application.
d Repeat Step b and Step c for of all the workflows in the folder.
e Log in to the Siebel application as an administrator.
f Navigate to the Site Map.
g Click on Administration - Business Process.
h Go to Workflow Deployment > Repository Workflow Process.
i Query for the workflow processes and activate them.
9 Modify the run time events for promotions:
a Navigate to the Administration - Runtime Events screen.
b Click on the 'Action Sets' view.
This shows three applets.
c In the first applet, called 'Action Sets', search for the Action Set 'Cache Refresh BC - ISS Promotion Pricing Components List Applet'.
SWI Billing Profile Update Workflow Web Service Integration
SWI Cancel Sales Order Line Item Web Service Integration
SWI Contact Update Workflow Web Service Integration
SWICancel Sales Order Web Service Integration
SWI Special Rating - Synchronize Process Web Service Integration
SWIAdjustmentStatusUpdate Web Service Integration
SWICopyOrder Web Service Integration
SWIOrderUpsert Web Service Integration
SWIValidateDependentOrders Web Service Integration
Verify Header (Order) COM Workflows
Verify Item (Order) COM Workflows
Workflow Name Project
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d For this Action Set, in the bottom Form Applet, there is a control with the 'Business Service Context' label. For this control, the current value previously was only "ISS Promotion Pricing Components", "ISS Promotion Pricing Rules Summary". Another new entry was added to this and now the value for this control is "ISS Promotion Pricing Components", "ISS Promotion Pricing Rules Summary", and "Promotion Config Item". (Note that there should be a space after the comma.)
e Navigate to the child applet.
f Uncheck the Active flag for the Validate record.
10 Release Variable Maps and Signals manually:
a Navigate to Site Map > Admin - Order Management > Variable Maps.
b Query for the following:
❏ Default Pricing Variable Map - Row Set - Basic
❏ Default Pricing Variable Map - Row Set
❏ Default Pricing Eligibility Variable Map - Row Set
c Lock each Variable Map and release a new version of each of these maps.
d Navigate to the Signals view, and query for “ReviseCopyOrder”.
e Lock this signal and release a new version.
Activating Validation Rulesets and Reloading Runtime EventsUse the following procedure to activate data validation ruleset.
To activate the data validation ruleset
1 Navigate to the Site Map, and query for Administration - Data Validation.
2 Click the Ruleset View hyperlink.
3 Query for the following rulesets in the Validation Ruleset applet:
❏ SWI Order Validation Rule Set
❏ SWI SRL Delete
❏ SWI SRL Item
❏ SWI SRL Modify
4 Click the Activate button to activate the rulesets.
After you activate the rulesets, you need to reload the runtime events.
Use the following procedure to reload the runtime events.
To reload the runtime events
1 Within the Site Map, navigate to the Administration - Runtime Events screen.
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2 Click the Events view hyperlink.
3 Within the Events list applet, click the Menu button, and select Reload Runtime Events.
Oracle Advanced Queuing (AQ)Oracle Streams Advanced Queuing (AQ) is a database-integrated messaging infrastructure in Oracle database. AQ uses the functionality of the Oracle database to store messages in persistent queues. All operational benefits of the Oracle database such as high availability, scalability, and reliability are applicable to the messages and queues in AQ. Standard database features such as backup and recovery, security, and manageability are available to AQ.
AQ has been implemented for the following outbound Web services in this release:
■ Special Rating List
■ Submit Order
■ Adjustment
The following sections contain information about how to implement AQ in your Siebel application, as well as more detailed information about the outbound Web services listed above.
Special Rating ListThis service is used to synchronize the modified friends and family list with the external BRM system. It is invoked through the Synchronize button in the Special Rating list applet.
Use the following procedure to sync the modified list.
1 Navigate to Accounts > Account List view.
2 Query for the Target Account from the list.
3 Drill down on the account name.
4 Navigate to the Profiles view, and click on the Special Rating Profile subview.
5 Query for the target special rating list and click the Synchronize button.
The Synchronize button invokes the "SWI Special Rating List - Synchronize Process" workflow using the Named Method Business Component user property.
The SWI Special Rating - Synchronize Process workflow is a new workflow created for the AIA Comm 2.4 release. It is invoked through the Synchronize button, which is available in the Special Rating list applet (Account screen > Profiles view > Special Rating Profile). The workflow contains the steps to query for and synchronize the updated Special Rating List with BRM by calling the Proxy Business Service, as detailed below.
Start > (Connector 0) > Query Special Rating List > Synchronize > Update List Synch Date > Upadate Items Synch Date > End 0
Note the following information about the SWISpecialRatingList outbound Web service:
■ It is a new Web service.
■ It is an asynchronous outbound Web service
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■ Its namespace is http://siebel.com/asi
This Web service is used to send the Updated/Modified Special Rating List details to BRM for synchronizing when the user clicks the Synchronize button in the Special Rating list applet.
This AQ and connection factories are created in FMW and the same URI should be used in outbound Web service target address.
Use the following procedure to update the target address.
To update the target address
1 Naviate to the Site Map > Administration - Web Services screen.
2 Navigate to the Outbound Web Services aggregate view.
3 Query for the "SWISpecialRatingList" service name.
4 Change the following field values in the Service Port applet:
❏ Transport: JMS
❏ Address: <Give the AQ URL in FMW> (for example, jms://java:comp/resource/CommsJmsRP1/Queues/AIA_SPECIALRATINGJMSQ@java:comp/resource/CommsJmsRP1/QueueConnectionFactories/QCF)
5 Save the record and click the Clear Cache button.
Submit Order Outbound Web ServiceThis outbound service is used to send the order details to AIA. The user initiates the service by clicking the Submit button on the order header form in the Order Entry view.
Use the following procedure to initiate the Submit Order outbound service.
To initiate the Submit Order outbound service
1 Navigate to the Sales Order screen > Order List view.
2 Query for the Target Sales Order.
3 Drill down on the Order #.
4 Click the Submit button.
SISOMBillingSubmitOrder Web Service WorkflowThis is an existing workflow that submits an order from the Siebel CRM application to the billing application and creates a new account, if needed, in the billing application. Users initiate this workflow by clicking the Submit button on the order header form in the Order Entry view.
Note the following information about the SWISubmitOrder outbound Web service:
■ It is a new Web service
■ It is an outbound Web service
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■ Its namespace is http://siebel.com/asi
Use this Web service to submit orders into the queue. This AQ and connection factories are created in FMW and the same URI should be used in outbound Web service target address.
Use the following procedure to update the address:
To update the address
1 Navigate to Site Map > Administration - Web Services screen.
2 Navigate to the Outbound Web Services aggregate view.
3 Query for the "SWISubmitOrder" service name.
4 Change the following field values in the Service Port applet:
❏ Transport: JMS
❏ Address: <Give the AQ URL in FMW> (for example, jms://java:comp/resource/CommsJmsRP1/Queues/AIA_SALESORDERJMSQUEUE@java:comp/resource/CommsJmsRP1/QueueConnectionFactories/QCF)
5 Save the record and click the Clear Cache button.
SWICreateAdjustment Outbound Web ServiceThis outbound service is used to Submit an Adjustment request to BRM. Users initiate the service by clicking the Submit button on the SIA CUT Adjustment External Line Items view.
To initiate the SWICreateAdjustment outbound Web service
1 Navigate to the Billing Adjustments screen > SIA CUT Adjustment External Line Items view.
2 Query for the particular adjustment.
3 Click the Submit button.
CMU SIA Submit Adjustment Request to External WorkflowThis workflow has been modified as part of the "Adjustment Revenue Leakage Enhancement" feature. This workflow submits the Adjustment Request to the external system by invoking an outbound Web service and changing the status of Adjustment Header to Submitted. Users initiates this workflow by clicking the Submit button in the Billing Adjustments screen.
This workflow does the following:
1 Queries the adjustment request.
2 If the adjustment request is not approved, it changes the status of the request to Pending, and terminates.
3 If the adjustment request is approved, it reads the enterprise details, such as the enterprise server name, language, and locale.
4 Sets the enterprise details as part of the request message.
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5 Makes an outbound call to the AQ.
6 Updates the Siebel database for the Adjustment Record to reflect the status as Submitted.
SWICreateAdjustment Outbound Web ServiceNote the following information about the SWICreateAdjustment outbound Web service:
■ It is a new Web service
■ It is an outbound Web service
■ Its namespace is http://siebel.com/asi
Use this Web service to Submit Adjustment Request into the queue. This AQ and connection factories are created in FMW and the same URL should be used in outbound Web service target address.
Use the following procedure to update the address.
To update the address
1 Navigate to Site Map > Administration - Web Services screen.
2 Navigate to the Outbound Web Services aggregate view.
3 Query for the "SWICreateAdjustment" service name.
4 Change the following field values in the Service Port applet.
❏ Transport: JMS
❏ Address: <Give the AQ URL in FMW> (for example, jms://java:comp/resource/CommsJmsRP1/Queues/AIA_CMUREQADJIOJMSQUEUE@java:comp/resource/CommsJmsRP1/QueueConnectionFactories/QCF)
5 Save the record and click the Clear Cache button.
Configuring FMW URLs for Web ServicesUse the following procedures to configure FMW URLs for Web services.
To configure FMW URLs for the outbound Web services
1 Log into the Siebel application as an administrator.
2 Navigate to the Site Map.
3 Click on Administration - Web Service > Outbound Web Services.
4 Query for the Name= *ABCS*.
5 Navigate to the Service Ports list applet and change the URI given by the ABS team.
6 Query for *JMS* and *Sync* and change the URI.
(For example, http://ap6039fems.us.oracle.com:7797)
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To configure FMW URLs for inbound Web services
1 In Administration - Web Services > Inbound Web Services, make sure the corresponding Web services are active. If they are not, change the status from "Inactive" to "Active", and click the Clear Cache button.
NOTE: Query for these inbound web services: * ISS *; * Update Order *; * SWI Update *, SWI*
2 Query for Name = SWI Account Update.
3 In the middle Inbound Service Ports list applet, change the address port.
Address: (example only) http://sdchs20n513.corp.siebel.com/eai_enu/start.swe?SWEExtSource=SecureWebService&SWEExtCmd=Execute&UserName=SADMIN&Password=MSSQL
NOTE: Replace the string <web server>, <lang>, <UserName>, <Password> with correct data based on server information.
4 Repeat the preceding steps for all inbound Web services.
Setting Up Order CreationUse the following procedures to enable component groups.
To enable compgrpsNOTE: Bounce the server after enabling the compgrp and synchronizing it.
■ Enable the following compgrps:
❏ Siebel CME [Alias- Communications]
❏ Siebel ISS [Alias- ISS]
❏ Workflow Management [Alias- Workflow]
❏ Communications Management [Alias CommMgmt]
For more information about enabling compgrps, see “Enabling Compgrps” on page 142.
Activating and Configuring ACR 463 WorkflowsThe procedures in the following sections describe how to activate and configure the ACR 463 workflows.
To activate workflowsUse the following steps to activate all C/OM workflows.
1 Navigate to Site Map > Administration Business Process -> Workflow Deployment > Active Workflow Processes.
2 In the second applet, perform one of the two following actions:
■ Query for SIS*,Pri*,PSP*,ISS*,Elig*,eSales*
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■ Query for the following groups: Eligibility & Comp, Asset Based Ordering, Pricer, eSales, Product Promotions, Configurator, C/OM UI processes, CUT eSales (for SIA, not for HOR), Product Recommendation, and delete them manually after deactivating the processes. To deactivate these groups, select them all and then select Deactivate Process. You can check the Deployment Status as Inactive.
3 Delete all the records.
4 In the first applet, perform one of the following two actions:
■ Query for SIS*,Pri*,PSP*,ISS*,Elig*,eSales*
■ Query for the following groups: Eligibility & Comp, Asset Based Ordering, Pricer, eSales, Product Promotions, Configurator, C/OM UI Processes, CUT eSales (for SIA, not for HOR), Product Recommendations.
5 Activate all of the workflows.
Workflow Policy Setup and ConfigurationThe following sections describe how to set up and configure workflow policies.
Siebel Components GroupsIn order to enable the workflow policies, the following components should be configured and running on Siebel Server (in addition to the Application Object Manager component).
Enabling EAI and Workflow Component Groups in the Siebel Server will start all the required Components stated above for transaction logging.
To set the workflow component group■ Navigate to Site Map > Administration > Server Management > Components, and query for
Workflow* to check that the Workflow Management component and its components are enabled.
To remove the existing triggers (if any)
1 Navigate to Administration > Server Management > Jobs.
Component Name Component Alias Component Group
Enterprise Integration Mgr EIM EAI
EAI Object Manager (ENU) EAIObjMgr_enu EAI
Workflow Process Manager WfProcMgr Workflow
Workflow Process Batch Manager WfProcBatchMgr Workflow
Workflow Monitor Agent WorkMon Workflow
Generate Triggers GenTrig Workflow
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2 Click New and type "Generate Triggers" under Component/Job to create a job for the Generate Triggers component.
3 Define the job parameters with the following values:
❏ EXEC = TRUE
❏ Privileged User = SADMIN
❏ Privileged User Password = ******[Password for SADMIN]
❏ Remove = TRUE
❏ Trigger File Name: trigger.sql
4 Start the job.
5 Verify that the job was successful once it has completed.
To generate the triggersNOTE: Make sure that the SADMIN user has the necessary privileges for generating triggers before performing this procedure.
1 Navigate to Administration > Server Management > Jobs.
2 Click New and type "Generate Triggers" under Component/Job to create a job for the Gnereate Triggers component.
3 Define the job parameters with the following values:
❏ EXEC = TRUE
❏ Privileged User = SADMIN
❏ Privileged User Password = ******[Password for SADMIN]
❏ Trigger File Name: trigger.sql
4 Start the job.
5 Verify that the job was successful once the job has completed.
Configuring Workflow Monitor AgentUse the following procedure to configure Workflow Monitor Agent.
To configure Workflow Monitor Agent
1 Navigate to Site Map > Administration - Server Configuration > Enterprises > Component Definitions, and query for Workflow*.
2 Make a copy of the Workflow Monitor Agent in Administration - Server Configuration > Component Definition and change the name to "Workflow Monitor Agent SWI".
3 Change the Alias name to 'WorkMonSWI'.
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4 Under Component Parameters, query for "Group Name" and type the SWI Account Update Policy Grp under Value to change the Group Name to “SWI Customer Update Policy Grp” in the Component Parameter applet.
5 Change the Action Interval to 5.
6 Change the Sleep Time to 15. (Select the Advanced button.)
7 Change the Default Task to 1. (Select the Advanced button.)
8 Click the Activate button to change the status of the new component to "Active".
9 Synchronize the components.
Configuring Default Tasks for Workflow Monitor AgentServer Manager contains a parameter called 'Show Advanced Objects' that controls the display of all the objects that are marked for the advanced user.
Workflow Monitor Agent has a parameter called 'Default Tasks' which has been hidden and should only be displayed or available to advanced users.
Use the following procedure to reveal this hidden parameter.
To display the Default Tasks parameter
1 Navigate to Site Map > Administration - Server Configuration > Servers.
2 In the top Siebel Servers applet, select the server on which you want to modify the parameter.
3 Under the Component subtab, query for the Server Manager component.
4 Under the Component Parameter subtab, query for 'Show Advanced Objects'.
5 Change the value to 'True'.
6 Change the Default Task parameter to 1 (Select the Advanced button.)
NOTE: You must log out from the current user session and log back into the application in order for the parameter to take effect.
7 Rename the existing diccache.dat file in the path <Installed Directory> \ses\siebsrvr\bin.
Starting Tasks for Workflow Monitor Agent for Customer SynchronizationUse the following procedure to start tasks for the component that is online/enabled.
To start tasks for Workflow Monitor Agent
1 Navigate to Site Map > Administration - Server Management.
2 Select "Tasks".
3 Query for the "WorkMonSWI" task and start it. You can also use Server Manager to start the task.
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4 Start srvrmgr: srvrmgr /g <gatewayserver> /e <enterpriseserver> /s <siebelserver> /u <userid> /p <password>.
5 Start the task for the WorkMonSWI component.
After about five minutes, check for log details for the task for the new workflow monitor component "Workflow Monitor Agent SWI" by navigating to Administration > Server Management > Task.
If there are errors, check to see if all configurations have been properly performed. If not, repeat the procedures detailed in “To generate the triggers” on page 119 after restarting the Siebel Server.
Integration User SetupThis section describes the integration user setup process. User credentials need to be configured (on the AIA side) for the Siebel Inbound Web Services call from the AIA side to avoid the boomerang effect.
To set up the integration user
1 Log in as SADMIN.
2 Navigate to Administration-User > Employee view. The list applet should contain the integration user flag.
3 Configure a new integration user by setting the integration user flag to Y for a specific user.
NOTE: The flag name is “Integration User Flag”.
To set up and configure system preferences
1 Navigate to Administration - Application > System Preferences in the application, query for 'Enable AIA Comms' in the 'System Preference Name' field, and set the 'System Preference Value' to 'TRUE'.
2 Set "Enable AIA Testing" to "TRUE".
3 Set "AIA Order Backup Path" to <the path where the xml files will be created on the Siebel Server machine>/
For example, for Windows, this would be D:/.
For Unix, this would be /export/home/qa1/orderbackup/
4 Query for 'Validate Due Date' in the 'System Preference Name' field and set the 'System Preference Value' to 3.
5 Query for 'Cancel Error Mode' in the 'System Preference Name' field and set the 'System Preference Value' to 2.
Enabling Dynamic PricingCustomers with the 'Dynamic Pricer' license will need to undertake the steps mentioned in the document to enable the execution of 'Dynamic Pricing Procedure'.
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In order to leverage the dynamic pricing procedure, customers have to perform following changes to the existing repository.
The Siebel pricing module is available in multiple licensing modes and each mode is associated with either the 'Basic Pricing Procedure' or the 'Dynamic Pricing Procedure'.
Basic Pricing Procedure■ This procedure mimics the basic Siebel Pricer functionality that was available in Siebel
version 7.7 applications.
■ Basic Siebel Pricer functionality includes list price, volume discounts, and service pricing.
■ It leverages the variable maps that do not contain the XA child variable maps.
Dynamic Pricing Procedure■ This provides the complete pricing capabilities such as attribute pricing, promotions,
aggregate discounts, and so forth.
■ It leverages the variable maps that contain the XA child variable maps.
■ It is available only to those customers that have the 'Dynamic Pricer' license.
To enable dynamic pricing■ If you are running Siebel applications version 8.1.1 or above, navigate to Administration - Pricing
> Price Lists, and select Enable Dynamic Pricing from the applet-level menu in the Price List applet.
■ If you are running Siebel applications versions earlier than 8.1.1, you must modify the signals mentioned in the following section manually.
Modifying SignalsUse the following procedure to modify signals.
To modify signals
1 Navigate to Administration - Order Management > Signals, query for each signal mentioned in the following tables, and make the necessary modifications.
Signal: CalculatePriceAndCheckEligibilityActions and Parameters:
Sequence: 1
Service Type: Workflow
Service Name: PSP Driver Workflow Process
Service Method: RunProcess
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Application Name: N/A
Mode: N/A
Instance Type: N/A
Fields: N/A
Condition: GetProfileAttr('SkipToEnd') = 'N' OR GetProfileAttr('SkipToEnd') IS NULL
Action: Y
Signal: QuotesAndOrdersValidate Actions and Parameters:
Sequence: 1
Service Type: Workflow
Service Name: PSP Driver Workflow Process
Service Method: RunProcess
Application Name: N/A
Mode: Order
Instance Type: Header
Fields: N/A
Condition: N/A
Active: Y
Make similar changes to actions in this signal where:
Name Value
SubPSPPricingWFName Dynamic Pricing Procedure
SubPSPWFName Pricing and Eligibility Procedure - Default
Variable Map - Context Default Pricing Variable Map - Context
Variable Map - Row Set Default Pricing Eligibility Variable Map - Row Set
Name Value
SubPSPPricingWFName Dynamic Pricing Procedure
SubPSPWFName Pricing and Eligibility Procedure - Default
Variable Map - Context Default Pricing Variable Map - Context
Variable Map - Row Set Default Pricing Eligibility Variable Map - Row Set
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Mode: Order, Instance Type: Line Item
Mode: Quote, Instance Type: Header
Mode: Quote, Instance Type: Line Item
Signal: VerifyItemActions and Parameters:
Sequence: 1
Service Type: Workflow
Service Name: PSP Driver Workflow Process
Service Method: RunProcess
Application Name: N/A
Mode: Agreement
Instance Type: Header
Fields: N/A
Condition: GetProfileAttr('SkipToEnd') = 'N' OR GetProfileAttr('SkipToEnd') IS NULL
Active: Y
Make similar changes to actions in this signal where:
Mode: Order, Instance Type: Header
Mode: Quote, Instance Type: Header
Signal: Product Recommendation SignalActions and Parameters:
Sequence: 1
Service Type: Workflow
Service Name: Product Recommendation Driver Workflow
Service Method: RunProcess
Name Value
SubPSPPricingWFName Dynamic Pricing Procedure
SubPSPWFName Pricing and Eligibility Procedure - Default
Variable Map - Context Default Pricing Variable Map - Context
Variable Map - Row Set Default Pricing Eligibility Variable Map - Row Set
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Application Name: N/A
Mode: N/A
Instance Type: Line Item
Fields: N/A
Condition: GetProfileAttr('Block Variable Map Operations')='N' OR GetProfileAttr('Block Variable Map Operations') IS NULL
Active: Y
Signal: CalculatePriceExternalActions and Parameters:
Sequence: 1
Service Type: Business Service
Service Name: Pricing Manager
Service Method: RunPricerWorkflow
Application Name: N/A
Mode: N/A
Instance Type: N/A
Fields: N/A
Condition: N/A
Active: N/A
Signal: SpreadDiscount, SpreadDiscount - AllActions and Parameters:
Sequence: 1
Service Type: Workflow
Service Name: Spread Discount Driver Workflow Process
Name Value
SubPSPPricingWFName Dynamic Pricing Procedure
VariableMap 1 Default Product Recommendation Variable Map - Context
Name Value
SubPSPPricingWFName Dynamic Pricing Procedure
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Service Method: RunProcess
Application Name: N/A
Mode: N/A
Instance Type: N/A
Fields: N/A
Condition: N/A
Active: Y
Signal: ApproveItemActions and Parameters:
Sequence: 1
Service Type: Workflow
Service Name: PSP Workflow Driver Process
Service Method: RunProcess
Application Name: N/A
Mode: Agreement
Instance Type: Header
Fields: N/A
Condition: GetProfileAttr('SkipToEnd') = 'N' OR GetProfileAttr('SkipToEnd') IS NULL
Active: Y
Make similar changes to actions in this signal where:
Mode: Order, Instance Type: Header
Mode: Quote, Instance Type: Header
Name Value
SubPSPPricingWFName Dynamic Pricing Procedure
Variable Map - Context Default Pricing Variable Map - Context
Variable Map - Row Set Spread Discount Default Pricing Variable Map - Row Set
Name Value
SubPSPWFName Dynamic Pricing Procedure
Variable Map - Context Default Pricing Variable Map - Context
Variable Map - Row Set Default Pricing Variable Map - Row Set
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Signal: CalculatePriceActions and Parameters:
Sequence: 1
Service Type: Workflow
Service Name: PSP Driver Workflow Process
Service Method: RunProcess
Application Name: N/A
Mode: N/A
Instance Type: N/A
Fields: N/A
Condition: GetProfileAttr('SkipToEnd') = 'N' OR GetProfileAttr('SkipToEnd') IS NULL
Active: Y
Signal: CalculatePriceAllActions and Parameters:
Sequence: 1
Service Type: Workflow
Service Name: PSP Driver Workflow Process
Service Method: RunProcess
Application Name: N/A
Mode: N/A
Instance Type: Line Item
Fields: N/A
Condition: GetProfileAttr('SkipToEnd') = 'N' OR GetProfileAttr('SkipToEnd') IS NULL
Name Value
SubPSPWFName Dynamic Pricing Procedure
Variable Map - Context Default Pricing Variable Map - Context
Variable Map - Row Set Default Pricing Variable Map - Row Set
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Active: Y
Signal: CalculatePrice_eSalesActions and Parameters:
Sequence: 1
Service Type: Workflow
Service Name: PSP Driver Workflow Process
Service Method: RunProcess
Application Name: N/A
Mode: N/A
Instance Type: N/A
Fields: N/A
Condition: GetProfileAttr('SkipToEnd') = 'N' OR GetProfileAttr('SkipToEnd') IS NULLY
Signal: CalculatePriceAll_eSalesActions and Parameters:
Sequence: 1
Service Type: Workflow
Service Name: PSP Driver Workflow Process
Service Method: RunProcess
Application Name: N/A
Mode: N/A
Instance Type: Line
Fields: N/A
Name Value
SubPSPWFName Dynamic Pricing Procedure
Variable Map - Context Default Pricing Variable Map - Context
Variable Map - Row Set Default Pricing Variable Map - Row Set
Name Value
SubPSPWFName Dynamic Pricing Procedure
Variable Map - Context Default Pricing Variable Map - Context
Variable Map - Row Set Default Pricing Variable Map - Row Set
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Condition: GetProfileAttr('SkipToEnd') = 'N' OR GetProfileAttr('SkipToEnd') IS NULL
Action: Y
Signal: CalculatePrice_ConfiguratorActions and Parameters:
Sequence: 1
Service Type: Workflow
Service Name: PSP Driver Workflow Process
Service Method: RunProcess
Application Name: N/A
Mode: N/A
Instance Type: N/A
Fields: N/A
Condition: GetProfileAttr('SkipToEnd') = 'N' OR GetProfileAttr('SkipToEnd') IS NULL
Active: Y
Signal: CalculatePrice_AdvisorActions and Parameters:
Sequence: 1
Service Type: Workflow
Service Name: PSP Driver Workflow Process
Service Method: RunProcess
Application Name: N/A
Mode: N/A
Name Value
SubPSPWFName Dynamic Pricing Procedure
Variable Map - Context Default Pricing Variable Map - Context
Variable Map - Row Set Default Pricing Variable Map - Row Set
Name Value
SubPSPWFName Dynamic Pricing Procedure
Variable Map - Context Default Pricing Variable Map - Context
Variable Map - Row Set Default Pricing Variable Map - Row Set
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Instance Type: N/A
Fields: N/A
Condition: GetProfileAttr('SkipToEnd') = 'N' OR GetProfileAttr('SkipToEnd') IS NULL
Active: Y
Signal: MergeIntoOnePackageActions and Parameters:
Sequence: 1
Service Type: Workflow
Service Name: PSP Driver Workflow Process
Service Method: RunProcess
Application Name: N/A
Mode: N/A
Instance Type: Line Item
Fields: N/A
Condition: GetProfileAttr('SkipToEnd') = 'N' OR GetProfileAttr('SkipToEnd') IS NULL
Active: Y
Signal: OrderTemplateActions and Parameters:
Sequence: 1
Service Type: Workflow
Service Name: PSP Driver Workflow Process
Service Method: RunProcess
Name Value
SubPSPWFName Dynamic Pricing Procedure
Variable Map - Context Default Pricing Variable Map - Context
Variable Map - Row Set Default Pricing Variable Map - Row Set
Name Value
SubPSPWFName Dynamic Pricing Procedure
Variable Map - Context Default Pricing Variable Map - Context
Variable Map - Row Set Default Pricing Variable Map - Row Set
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Application Name: N/A
Mode: Order
Instance Type: Header
Fields: N/A
Condition: GetProfileAttr('SkipToEnd') = 'N' OR GetProfileAttr('SkipToEnd') IS NULL
Active: Y
Make similar changes to actions in this signal where:
Mode: Quote, Instance Type: Header
Signal: OrderTemplateCopyActions and Parameters:
Sequence: 1
Service Type: Workflow
Service Name: PSP Driver Workflow Process
Service Method: RunProcess
Application Name: N/A
Mode: Order
Instance Type: Header
Fields: N/A
Condition: GetProfileAttr('SkipToEnd') = 'N' OR GetProfileAttr('SkipToEnd') IS NULL
Active: Y
Name Value
SubPSPWFName Dynamic Pricing Procedure
Variable Map - Context Default Pricing Variable Map - Context
Variable Map - Row Set Default Pricing Variable Map - Row Set
Name Value
SubPSPWFName Dynamic Pricing Procedure
Variable Map - Context Default Pricing Variable Map - Context
Variable Map - Row Set Default Pricing Variable Map - Row Set
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Signal: OrderTemplateSelectItemsActions and Parameters:
Sequence: 1
Service Type: Workflow
Service Name: PSP Driver Workflow Process
Service Method: RunProcess
Application Name: N/A
Mode: Order
Instance Type: Header
Fields: N/A
Condition: GetProfileAttr('SkipToEnd') = 'N' OR GetProfileAttr('SkipToEnd') IS NULL
Active: Y
Signal: QuoteTemplateCopyActions and Parameters:
Sequence: 1
Service Type: Workflow
Service Name: PSP Driver Workflow Process
Service Method: RunProcess
Application Name: N/A
Mode: Quote
Instance Type: Header
Fields: N/A
Condition: GetProfileAttr('SkipToEnd') = 'N' OR GetProfileAttr('SkipToEnd') IS NULL
Name Value
SubPSPWFName Dynamic Pricing Procedure
Variable Map - Context Default Pricing Variable Map - Context
Variable Map - Row Set Default Pricing Variable Map - Row Set
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Active: Y
Signal: QuoteTemplateSelectItemsActions and Parameters:
Sequence: 1
Service Type: Workflow
Service Name: PSP Driver Workflow Process
Service Method: RunProcess
Application Name: N/A
Mode: Quote
Instance Type: Header
Fields: N/A
Condition: GetProfileAttr('SkipToEnd') = 'N' OR GetProfileAttr('SkipToEnd') IS NULL
Active: Y
Signal: SetFieldValueActions and Parameters:
Sequence: 1
Service Type: Workflow
Service Name: PSP Driver Workflow Process
Service Method: RunProcess
Application Name: N/A
Mode: N/A
Instance Type: Header
Name Value
SubPSPWFName Dynamic Pricing Procedure
Variable Map - Context Default Pricing Variable Map - Context
Variable Map - Row Set Default Pricing Variable Map - Row Set
Name Value
SubPSPWFName Dynamic Pricing Procedure
Variable Map - Context Default Pricing Variable Map - Context
Variable Map - Row Set Default Pricing Variable Map - Row Set
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Fields: Discount; Price List; Currency Code
Condition: GetProfileAttr('SkipToEnd') = 'N' OR GetProfileAttr('SkipToEnd') IS NULL
Active: Y
Sequence: 1
Service Type: Workflow
Service Name: PSP Driver Workflow Process
Service Method: RunProcess
Application Name: N/A
Mode: Agreement
Instance Type: Line Item
Fields: Product; Quantity Requested; Unit Price; Discount Amount; Discount Percent; Currency Code; Item Price List; Covered Product Net Price
Condition: GetProfileAttr('SkipToEnd') = 'N' OR GetProfileAttr('SkipToEnd') IS NULL
Active: Y
Sequence: 1
Service Type: Workflow
Service Name: PSP Driver Workflow Process
Service Method: RunProcess
Application Name: N/A
Mode: Order
Instance Type: Line Item
Name Value
SubPSPWFName Dynamic Pricing Procedure
Variable Map - Context Default Pricing Variable Map - Context
Variable Map - Row Set Default Pricing Variable Map - Row Set
Name Value
SubPSPWFName Dynamic Pricing Procedure
Variable Map - Context Default Pricing Variable Map - Context
Variable Map - Row Set Default Pricing Variable Map - Row Set
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Fields: Product; Quantity Requested; Unit Price; Discount Amount; Discount Percent; Prod Prom Name; Currency
Condition: GetProfileAttr('SkipToEnd') = 'N' OR GetProfileAttr('SkipToEnd') IS NULL
Active: Y
Sequence: 1
Service Type: Workflow
Service Name: PSP Driver Workflow Process
Service Method: RunProcess
Application Name: N/A
Mode: Quote
Instance Type: Line Item
Fields: Product; Quantity Requested; Unit Price; Discount Amount; Discount Percent; Prod Prom Name; Currency Code; Item Price List; Covered Product Net Price
Condition: GetProfileAttr('SkipToEnd') = 'N' OR GetProfileAttr('SkipToEnd') IS NULL
Active: Y
Signal: Get Config Item PriceSequence: 1
Service Type: Workflow
Service Name: Get Config Item Price - Driver Workflow
Service Method: RunProcess
Application Name: N/A
Name Value
SubPSPWFName Dynamic Pricing Procedure
Variable Map - Context Default Pricing Variable Map - Context
Variable Map - Row Set Default Pricing Variable Map - Row Set
Name Value
SubPSPWFName Dynamic Pricing Procedure
Variable Map - Context Default Pricing Variable Map - Context
Variable Map - Row Set Default Pricing Variable Map - Row Set
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Mode: N/A
Instance Type: N/A
Fields: N/A
Condition: N/A
Active: Y
Signal: GetProdPriceSequence: 1
Service Type: Workflow
Service Name: PSP Driver Workflow Process
Service Method: RunProcess
Application Name: N/A
Mode: N/A
Instance Type: N/A
Fields: N/A
Condition: GetProfileAttr('SkipToEnd') = 'N' OR GetProfileAttr('SkipToEnd') IS NULL
Active: Y
Signal: GetUserProdPriceSequence: 1
Service Type: Workflow
Service Name: PSP Driver Workflow Process
Service Method: RunProcess
Application Name: N/A
Mode: N/A
Instance Type: N/A
Name Value
SubPSPWFName Get Config Item Price - Dynamic
Name Value
SubPSPWFName Dynamic Pricing Procedure
Variable Map - Context Default Pricing Variable Map - Context
Variable Map - Row Set Product Pricing Variable Map - Row Set
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Fields: N/A
Condition: GetProfileAttr('SkipToEnd') = 'N' OR GetProfileAttr('SkipToEnd') IS NULL
Active: Y
Signal: PDS GetPricingSequence: 1
Service Type: Workflow
Service Name: Dynamic Pricing Procedure
Service Method: RunProcess
Application Name: N/A
Mode: N/A
Instance Type: N/A
Fields: N/A
Condition: N/A
Active: Y
Running EIM Data MigrationThis section defines the detailed steps to run the EIM jobs for Siebel applications as a part of the Creating and Updating Credit Alerts for Collection Flows in AIA -Com 2.4.
The ODI interface will be triggered to transport the required data for creating/updating Credit Alerts from BRM into the Siebel EIM tables. EIM scripts will be then executed to load the data into the SFA base tables.
Before you begin your import, do the following:
1 Make sure that the Siebel Server is up and running.
2 Make sure that the Siebel EIM component is online and running properly. (Check this from the Administration - Server Configuration and Administration - Server Management screens.)
3 To avoid data loss, do not restart the Siebel server while the EIM job is running.
4 After you have completed loading data for one country, make a backup copy of the EIM logs for status verification. (These logs are located under siebsrvr/logs.)
Use the following procedure to execute the EIM job.
Name Value
SubPSPWFName Dynamic Pricing Procedure
Variable Map - Context User Product Pricing Variable Map - Context
Variable Map - Row Set Product Pricing Variable Map - Row Set
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To execute the EIM job
1 Move the ProcessAlertsAndBillingProf.ifb file from <Tools Installation directory>/REPPATCH/ACR463/EIM to <Siebel Installation Directory>/ses/siebsrvr/ADMIN.
2 Run the EIM job with the ProcessAlertsAndBillingProf.ifb configuration file.
3 Verify that the EIM job is successful.
Runtime Configuration for Product Class and Attribute Definition SyncUse the procedures in the following sections to perform runtime configuration for Product Class and Attribute Definition Sync.
User List Use the following procedure to add users to the user list.
To add users to the user list
1 Navigate to Administration - Users > Users.
2 Add user name, User ID, and choose the "Siebel Administrator" responsibility.
3 Add email address in the contact information in the child applet.
4 Navigate to Administration -Group > User Lists.
5 Create a User List and add the users in the child applet.
The "SCE Users" user list is created for the product class/attribute sync feature. You can add the users in the same user list. If the “SCE Users” list does not appear, create the list and add the users in the same user list.
Run Time EventsAn email notification can be sent from product class definition, attribute definition and workspace definition.
The following procedure describes how to add three runtime events to extract the email addresses from user lists in the PreInvoke method of Business Components.
To add three runtime events to extract email addresses from users lists
1 Navigate to Administration - Run Time Events > Action Set.
2 Query for “EmailNotify”.
Action 'GetEmailAddr' is added to get the email addresses from the user list.
The Business Service context syntax is as follows
"Parent BC Record Name";"Field Name in Child BC ";"BO Name ";"Parent BC";"Child BC"
For instance:
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"SCE Users";"Email Address";"Account";"Account";"Contact"
or
"SCE Users";"EMail Addr";"User List";"User List";"User"
The following table describes the three run time events that are added.
Email TemplatesUse the following procedure to view the email templates that have been added.
To view the added email templates
1 Navigate to Administration- Communications > All Templates.
The following table describes the four templates that have been added:
2 To change the email body of the templates used to send emails from the workspace view, navigate to Administration Communication > All Templates > Template Items.
Sequence Object Type Object Name Event SubEvent Action Set Name
1 BusComp Attribute VOD BusComp
PreInvokeMethod SendEmail EmailNotify
2 BusComp ISS Class VOD BusComp
PreInvokeMethod SendEmail EmailNotify
3 BusComp ISS Joint Workspace BusComp
PreInvokeMethod SendEmail EmailNotify
Name Description
Attribute Defn Template To send email from the Attribute Definition view
Product Class Template To send email from the Product Class Definition view
Workspace Attribute Defn Template To send attribute details from the Workspace view in emails
Workspace Product Class Defn Template To send attributes from the Workspace view in emails
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The email templates detailed above are configured as user property values in the following Business Components:
Communication ProfileUse the following procedure to add From Email Address, POP server name, and SMTP server name in the communication profile.
To add From Email Address, POP server name, and SMTP server name
1 Navigate to Administration - Communications > Communications Drivers and Profiles.
2 Create a new driver using the following values as an example:
■ Name: Internet SMTP/POP3 Server
■ Channel Type: Email
■ Inbound: Yes
■ Outbound: Yes
■ Channel String: POP3SMTP
■ Library Name: sscmmail
3 Set the profile in the child applet as Default SMTP profile.
For Example - Default SMTP profile
4 Set the profile parameters in the grandchild Business Component using the following values as an example:
■ From Address: [email protected]
■ POP3 Account Name: support
■ POP3 Account Password: support
■ POP3 Server: demohost.siebel.com
Business Component User Property Template Name
ISS Joint Workspace BusComp
PackageNameList|Attribute Definition
Workspace Attribute Defn Template
ISS Joint Workspace BusComp
PackageNameList|Product Class Definition
Workspace Product Class Defn Template
Attribute VOD BusComp PackageNameList Attribute Defn Template
ISS Class VOD BusComp PackageNameList Product Class Template
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■ SMTP Server: rgmamersmtp.oraclecorp.com
The communication profile has to set in the user property in the Business Components listed in the following table:
Recipient GroupThe recipient group determines which Business Object is associated with the communication template. Only primary Business Component fields and their child Business Component fields are available to use in the template.
Use the following procedure to add the recipient group.
To add the recipient group
1 Navigate to Administration - Data > List of Values.
2 Query for "COMM_RECIP_GROUP" and add the recipient group.
3 To set the recipient group, navigate to Administration - Communications > All Templates > Advanced and select the recipient group from the drop-down list.
The LIC values of the recipient groups added in Step 2 are set in the user property of the Business Components listed in the following table:
Business Component User Property Template Name
ISS Joint Workspace BusComp
CommProfileOverride Default SMTP Profile
Attribute VOD BusComp CommProfileOverride Default SMTP Profile
ISS Class VOD BusComp CommProfileOverride Default SMTP Profile
Name Recipient Group
Attribute Defn Template AttributeDefnBC
Product Class Template ProductClassDefnBC
Workspace Attribute Defn Template WorkSpaceBC
Workspace Product Class Defn Template WorkSpaceBC
Business Component User Property Recipient Group(LIC Value)
ISS Joint Workspace BusComp
RecipientGroup ISS Joint Workspace BusComp
Attribute VOD BusComp RecipientGroup Attribute VOD BusComp
ISS Class VOD BusComp RecipientGroup ISS Class VOD BusComp
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Enabling CompgrpsUse the following procedures to enable compgrps.
To enable compgrps for the Windows machine
1 Log in with system administrator credentials.
2 From Start > Run, type cmd.
3 Find the build-installed drive.
4 Type <Build>ses\siebsrvr\bin.
5 Execute the following command:
srvrmgr /e SIEBEL /s sdchs21n110 /g sdchs21n110:4330 /u SADMIN /p MSSQL <enter>
6 Run the command to verify how many components are enabled as "list compgrp".
7 Run the following command to enable the components group:
Enable compgrp <Alias>
8 Verify that the command ran successfully.
9 After verifying that the command ran successfully, exit the application.
10 Restart the server.
11 After the machine is up, connect to server manger by running the command in Step 5 and verify enabled components groups by running the command " list compgrp ".
To enable compgrps for UNIX
1 From the local machine, click Start > Run, and type telnet <Machine name> ex:telnet sdcpi43.
2 Log in with the instance and pwd: resource.
NOTE: The instance is located in the URL. For example, if the URL contains 16661 = qa1, 16662 = qa2 instance and so on.)
3 Navigate to <Build>ses\siebsrvr\bin.
4 Run the following commands:
smgr <enter>
set server <machine name> <enter>
list compgroup <enter>
5 Type the following command to enable the components group:
Enable compgrp <Alias>
6 Verify that the command ran successfully.
7 After verifying that the command ran successfully, exit the application.
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Instructions for ACR 464This section describes how to prepare the Siebel Server for CRM Desktop for ACR 464.
To prepare the Siebel Server for CRM Desktop, perform the following tasks:
1 Importing Changes to the Siebel Repository from a Batch File on page 143
2 Importing Changes to the Siebel Repository from SIF Files on page 144
3 Applying Changes to the Siebel Database on page 146
4 Importing Seed Data on page 147
Importing Changes to the Siebel Repository from a Batch FileThis section describes how to import schema changes into the Siebel Repository from a batch file.
To import changes to the Siebel Repository from a batch file
1 On the computer where Siebel Tools is installed, open the tools.cfg file in a text editor.
For more information, see Using Siebel Tools.
2 Make a note of the value that is set for the SymStrPrefix parameter.
Keep this note. You will need it later to set the SymStrPrefix parameter back to the original value.
3 Set the SymStrPrefix parameter to the following value:
SymStrPrefix = SBL_
4 Save the tools.cfg file.
5 If Siebel Tools is open, then exit out of it, and then open it.
6 In Windows Explorer, open one of the following files in a text editor:
■ For a Siebel Business Application, open the following file:
ACR464-HOR8112\repository\projects_to_lock.txt
■ For a Siebel Industry Application, open the following file:
ACR464-SIA8112\repository\projects_to_lock.txt
7 In Siebel Tools, click Project in the Object Explorer.
8 In the Projects list, make sure the Locked property contains a check mark for each project that is listed in the projects_to_lock.txt file.
It is recommended that you check these projects out to your local database, perform the configuration, and then check them back into the server database after you complete the configuration.
9 Edit the repository_import.bat file to reflect the database, username, folder names, Siebel Tools installation directories, and other information that is specific to your environment.
The required parameters are documented in the file.
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10 Close Siebel Tools.
11 Open a DOS command line, and then run the Repository_import.bat file.
12 Check the following log files in the <Siebel Tools installation>\log directory to make sure that only insert operations were performed.
■ Applet.log
■ Business Component.log
■ Business Object.log
■ Business Service.log
■ Class.log
■ DLL.log
■ Integration Object.log
■ Link.log
■ Pick List.log
■ Screen.log
■ Symbolic String.log
■ Table.log
■ View.log
If the log files indicate a problem, then create a service request (SR) on My Oracle Support. Alternatively, you can phone Global Customer Support directly to create a service request or get a status update on your current SR. Support phone numbers are listed on My Oracle Support. You can also contact your Oracle sales representative for Oracle Advanced Customer Services to request assistance from Oracle's Application Expert Services.
Importing Changes to the Siebel Repository from SIF FilesThis section describes how to import schema changes into the Siebel Repository from sif files. You must import these files separately because each import might affect an object in a subsequent import. The objects must be merged. The batch import feature does not merge objects.
To import changes to the Siebel Repository from sif files
1 Import the changes:
a Open Siebel Tools, choose the Tools menu, and then the Import From Archive menu item.
b In the Select Archive to Import dialog box, open the following file:
Application\Application-Update.sif
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c In the Import Wizard-Preview dialog box, make sure the following option is chosen, and then click Next:
Merge the object definition from the archive file with the definition in the repository
Siebel Tools displays the Import Wizard-Review Conflicts and Actions dialog box.
d Wait until Siebel Tools finishes loading the sif file.
You can view the status bar at the bottom of the dialog box to monitor progress.
e If the Conflicting Objects window of the Import Wizard-Review Conflicts and Actions dialog box contains an item, then see “Resolving Conflicts” on page 145. Otherwise, continue to Step f.
f In the confirmation dialog box, click Yes.
g In the Import Wizard-Summary dialog box, click Finish.
2 Repeat Step 1 for each of the following files:
■ Business Object\BusinessObject-Update.sif
■ Table\base\Table-Update.sif
■ Business Component\BusinessComponent-Update.sif
3 Examine the following log file to make sure all imports executed successfully:
Siebel\tools\temp\importlog.txt
4 Compile all locked projects.
5 Set the SymStrPrefix parameter in the tools.cfg file to the original value you noted in Step 2 on page 143.
6 Save the tools.cfg file.
7 If Siebel Tools is open, then exit out of it, and then open it.
Resolving Conflicts
1 In the Import Wizard-Review Conflicts and Actions dialog box, expand the tree and then click an object so that the Object Differences window populates.
2 Compare the object that appears in the Object Differences window to the child objects that are described in “Changes Made as a Result of Importing SIF Files” on page 148.
3 Do one of the following:
a If the object appears in “Changes Made as a Result of Importing SIF Files” on page 148, and if there is no conflict, then do not adjust the default setting that Siebel Tools makes.
For more information, see “Example of Using the Value from the SIF File” on page 146.
b If the object does not appear in “Changes Made as a Result of Importing SIF Files” on page 148, then right-click the object in the Object Differences window, and then choose Repository.
For more information, see “Example of Using the Value from the Repository” on page 146.
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c If the object appears in “Changes Made as a Result of Importing SIF Files” on page 148, and if there is a conflict, then create a service request (SR) on My Oracle Support.
For more information, see “Example of a Conflict That Requires Additional Assistance” on page 146.
4 If other objects appear in the Conflicting Objects window, then repeat Step 3 for each object until all conflicts are addressed.
5 Click Next.
Example of Using the Value from the SIF FileIn this situation, the object does not exist in the repository and Siebel Tools sets the Action to File by default. For example, the Siebel Universal Agent application includes a difference for the PIM Client Package screen in the Screen Menu Item object. There is no conflict because this is an intended change and the PIM Client Package screen does not exist in the repository.
Example of Using the Value from the RepositoryWhen you import the Application.sif file, Siebel Tools displays 15 objects in the Conflicting Objects window. If you expand an object, then the Object Differences window displays the following differences for the Siebel Universal Agent application:
■ Some differences for the Page Tab object
■ Some differences for the Screen Menu Item object, including different Text for the Account Screen object and a different Sequence for the Activities Screen object.
These differences are not intended. The Page Tab, Account Screen, and Activities Screen objects do not appear in “Changes Made as a Result of Importing SIF Files” on page 148. Therefore, you must set Action to Repository for each of these objects in order to keep the current repository values.
Example of a Conflict That Requires Additional AssistanceAssume you import the BusinessComponent-Update.sif and the ContactDBLastUpd field of the Employee business component includes a conflict because the field already exists in the repository. In this situation, it is likely that the field was created earlier for a customization. This field is an intended change and it appears in “Changes Made as a Result of Importing SIF Files” on page 148.
In this situation, it is recommended that you create a service request (SR) on My Oracle Support. Alternatively, you can phone Global Customer Support directly to create a service request or get a status update on your current SR. Support phone numbers are listed on My Oracle Support. You can also contact your Oracle sales representative for Oracle Advanced Customer Services to request assistance from Oracle's Application Expert Services.
Applying Changes to the Siebel Database1 In the Object Explorer, click Table.
2 In the Tables list, issue the following query in the Name property:
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S_EVT_ACT OR S_PIM_INT_PKG OR S_PIM_INT_FILE OR S_PIM_INT_PKGFL OR S_PIM_INTFL_DEF
3 Click Apply/DDL.
4 In the Choose option dialog box, make sure the Apply option is chosen, and then click OK.
If the Warning dialog box appears, then click OK.
5 In the Apply Schema dialog box, choose Current Query in the Tables drop-down list, and then enter the following information according to the type of database into which you are applying this schema change. These values might be different for your environment. Check with your database administrator if you are not sure about the correct values to enter.
For more information, see Developing and Deploying Siebel Business Applications.
6 Click Apply.
7 Compile and deploy the SRF.
Importing Seed DataThe following procedure describes how to import seed data.
To import seed data
1 Open the following file in a text editor:
ACR464-HOR8112\Seed_import.bat
2 Edit the Seed_import.bat file to reflect the database, username, folder names, Siebel Tools installation directories, and other information that is specific to your environment. The required parameters are documented in the file.
3 Open a DOS command line and then run the Seed_import.bat file.
Field MSSQL Oracle DB2
Tables Current Query Current Query Current Query
Table space (Leave empty) DATA TBS_4K
16K table space (Leave empty) (Leave empty) TBS_4K
32K table space (Leave empty) (Leave empty) TBS_32K
Index space (Leave empty) DATA TBS_4K
Storage control file (Leave empty) (Leave empty) (Leave empty)
Database user (User name) (User name) (User name)
Database user password (User password) (User password) (User password)
ODBC data source (Data source) (Data source) (Data source)
DDL file (Leave empty) (Leave empty) (Leave empty)
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4 Review the following files to make sure the import completed successfully:
<SiebelTools installation directory>\log\ACR464_seed.log
<SiebelTools installation directory>\log\ACR464_seed_<language>.log.
Changes Made as a Result of Importing SIF FilesThis section describes changes that are made to the Siebel Repository as a result of importing SIF files.
Changes Made as a Result of Importing the Application-Update.sif FileTable 8 describes changes made to applications as a result of importing the Application-Update.sif file.This sif file includes the new PIM Client Package screen of the screen menu item for these applications.
Table 8. Changes Made as a Result of Importing the Application-Update.sif File
Siebel Business Applications and Siebel Industry Applications Siebel Industry Applications
The following applications are changed:
■ Siebel ERM Administration
■ Siebel Field Service
■ Siebel Marketing Enterprise
■ Siebel Partner Manager
■ Siebel Sales Enterprise
■ Siebel Universal Agent
The following applications are changed:
■ Siebel Automotive
■ Siebel Consumer Sector
■ Siebel Financial Services
■ Siebel HTIM
■ Siebel Hospitality
■ Siebel Life Sciences
■ Siebel Loyalty
■ Siebel Power Communications
■ Siebel Public Sector
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Changes Made as a Result of Importing the BusinessObject-Update.sif FileTable 9 lists the new business object components that are added into business objects as a result of importing the BusinessObject-Update.sif file.
Table 9. Changes Made as a Result of Importing the BusinessObject-Update.sif File
Business Object Siebel Business Applications Siebel Industry Applications
Account The following business object components are added:
■ Account Contact
■ Account Industry
■ Account Organization
■ Account Position
■ Account Territory
■ Assignment Group
■ Industry
The following business object components are added:
■ Account Address
■ Account Industry
■ Account Organization
■ Account Territory
Contact The following business object components are added:
■ Account Contact
■ Business Address
■ Contact Organization
■ Opportunity Contact
■ Organization
■ Position
The following business object components are added:
■ Account Contact
■ Contact Address
■ Contact Organization
■ Opportunity Contact
Employee The following business object components are added to Siebel Business Applications and Siebel Industry Applications:
■ Employee Position
■ Employee Responsibility
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Changes Made as a Result of Importing the Table-Update.sif FileTable 10 describes changes made to the S_EVT_ACT table as a result of importing the Table-Update.sif file.
Changes Made as a Result of Importing the BusinessComponent-Update.sif FileTable 11 describes changes made to business components as a result of importing the BusinessComponent-Update.sif file. Note that these changes apply to Siebel Business Applications and Siebel Industry Applications except for the change to the Business Address business component. The change to the Business Address business component described in Table 11 does not apply for Siebel Industry Applications.
Opportunity The following business object components are added to Siebel Business Applications and Siebel Industry Applications:
■ Assignment Group
■ Opportunity AssignmentGroup
■ Opportunity Position
Position The following business object components are added to Siebel Business Applications and Siebel Industry Applications:
■ Assignment Group
■ Assignment Group Position Intersection
Table 10. Changes Made as a Result of Importing the Table-Update.sif File
Siebel Business Applications Siebel Industry Applications
Adds the following columns to the S_EVT_ACT table:
■ INTEGRATION_ID
■ INFO_SOURCE_CD
Makes the following changes to the S_EVT_ACT table:
■ Changes the length of the INTEGRATION_ID column from 30 to 450
■ Adds the INFO_SOURCE_CD column
Table 11. Changes Made as a Result of Importing the BusinessComponent-Update.sif File
Business Component Change to Business Component Field
Action Adds the new CRMD Integration Id field.
Employee Adds the new ContactDBLastUpd field.
Changes the Text Length of the EMail Addr field from 50 to 100.
Table 9. Changes Made as a Result of Importing the BusinessObject-Update.sif File
Business Object Siebel Business Applications Siebel Industry Applications
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Instructions for ACR 467Use the procedures in the following section to configure ACR 467.
NOTE: For more information about ACR 467 and about Siebel Financial Services Customer Order Management for Banking functionality, see Siebel Order Management Guide Addendum for Financial Services. To access this guide, from within My Oracle Support, navigate to the Knowledge tab and search for Doc ID 1171542.1.
1 Navigate to <Tools installation folder>\REPPATCH\ACR467.zip.
The ACR 467 folder contains the following subfolders:
■ \LMU
■ \SeedData
■ \REPOSITORY
■ \WORKFLOWS
■ \Schema
2 Lock the following projects:
❏ Table Asset
❏ Table Closing Requirement Manager
❏ Table FinancialServices
❏ Table FinAccounts
❏ Table Marketing
❏ Table Order
❏ Table Quote
3 Navigate to Tools > Import from Archive, and import the Table.sif file.
NOTE: Use the Merge option within the Import Wizard.
4 Navigate to the Siebel\tools\temp\importlog.txt file to verify that the objects imported correctly.
5 Select the table or tables that you want to apply to the physical database, click the Apply/DDL button, and select Apply.
6 Choose the Current Query option.
Contact Changes the Text Length of the Email Address field from 50 to 100.
Position Changes the Text Length of the Active Email field from 50 to 100.
Business Address Changes the Text Length of the Email Address field from 50 to 100.
Table 11. Changes Made as a Result of Importing the BusinessComponent-Update.sif File
Business Component Change to Business Component Field
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7 In the Apply Schema dialog box, enter the appropriate values for your database platform.
a For MSSQL, enter the appropriate values in the Database user, Database user password, and the ODBC data source fields.
b For Oracle, enter the appropriate values in the Table space, Index space, Database user, Database user password, and the ODBC data source fields.
c For DB2, enter the appropriate values in the Table space, 16K table space, 32K table space, Index space, Database user, Database user password, and ODBC data source fields.
d For DB2/390, enter storage control file information, as well as information in the Database user, Database user password, and ODBC data source fields.
NOTE: If you are implementing ACR 467 on DB2, you need to generate the storage control file. For information aobut how to do this, see Implementing Siebel Business Applications on DB2 for z/OS. This guide is available on the Siebel Bookshelf at http://www.oracle.com/technetwork/documentation/siebel-087898.html.
8 Verify that the changes have been applied to the database.
CAUTION: You must import the Table.sif file before you import the EIM.sif file.
9 Lock the following projects:
❏ EIM Activity
❏ EIM Common SIA
❏ EIM Quote
10 Importing the EIM.sif file using the Tools > Import from Archive function. Use the Merge option within the Import Wizard.
11 Navigate to the Siebel\tools\temp\importlog.txt file to verify that the objects imported correctly.
12 Repeat Step 5 through Step 7 to apply the DDL for EIM.sif.
13 Open tools.cfg from <Tools Install Directory>\Bin\Enu and verify the [Siebel] section. Make sure that the SymStrPrefix entry has been set to SBL_
[Siebel]
……..
.; SymStrPrefix parameter needs to be X_ for Siebel customers.
SymStrPrefix = SBL_
……..
14 In Siebel Tools, lock all the following projects:
❏ Account
❏ Account (SSE)
❏ Asset Management
❏ Cfg JS
❏ Contact
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❏ Contact (SSE)
❏ FINS Account Origination (Create this project if it does not already exist.)
❏ FINS Financial Services
❏ FINS Mortgage Application
❏ FINS Needs Analysis
❏ FINS Requirement Template
❏ FINS Retirement Planning
❏ Household
❏ LS Pharma Call
❏ LS Pharma Signature
❏ MACD Performance
❏ Oppty (SSE)
❏ Order Entry
❏ Product Selection UI
❏ Quote
❏ Quote (UI)
❏ SIS OM Base Architecture
❏ Symbolic Strings
❏ Corresp
❏ Account
❏ Mail Agent
❏ Accessibility
❏ FINS Captive Finance - Fin Acct
❏ LS Pharma Compliance
❏ PUB Case
❏ Schema
❏ Product Data Services
15 Import the rest of the SIF files from the REPPATCH\ACR467\REPOSITORY folder into Siebel Tools using the Import from Archive function.
If you have not locked the required projects, you may receive a warning error message. Use the Overwrite option.
16 Import the SIF files from the following subfolders under the REPPATCH\ACR467\REPOSITORY folder:
❏ Applet
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❏ Application
❏ Business Component
❏ Business Object
❏ Business Service
❏ Integration Object
❏ Project
❏ Screen
❏ Symbolic String
.
Use the following procedure to perform batch import of the SIF files.
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To perform batch import for ACR 467■ Run the following command:
SET PCDTOOLSPATH=..\..\..
SET PCDDATASRC=ServerDataSrc
SET PCDUSERNAME=<LOGIN>
SET PCDPASSWORD=<PWD>
%PCDTOOLSPATH%\bin\siebdev.exe /c tools.cfg /d %PCDDATASRC% /u %PCDUSERNAME% /p %PCDPASSWORD% /batchimport "Siebel Repository" merge ".\Applet" ".\Log\AppletImp.log"
%PCDTOOLSPATH%\bin\siebdev.exe /c tools.cfg /d %PCDDATASRC% /u %PCDUSERNAME% /p %PCDPASSWORD% /batchimport "Siebel Repository" merge ".\Application" ".\Log\ApplicationImp.log"
%PCDTOOLSPATH%\bin\siebdev.exe /c tools.cfg /d %PCDDATASRC% /u %PCDUSERNAME% /p %PCDPASSWORD% /batchimport "Siebel Repository" merge ".\Business Component" ".\Log\BusCompImp.log"
%PCDTOOLSPATH%\bin\siebdev.exe /c tools.cfg /d %PCDDATASRC% /u %PCDUSERNAME% /p %PCDPASSWORD% /batchimport "Siebel Repository" merge ".\Business Object" ".\Log\BusObjImp.log"
%PCDTOOLSPATH%\bin\siebdev.exe /c tools.cfg /d %PCDDATASRC% /u %PCDUSERNAME% /p %PCDPASSWORD% /batchimport "Siebel Repository" merge ".\Business Service" ".\Log\BusSvcImp.log"
%PCDTOOLSPATH%\bin\siebdev.exe /c tools.cfg /d %PCDDATASRC% /u %PCDUSERNAME% /p %PCDPASSWORD% /batchimport "Siebel Repository" merge ".\Integration Object" ".\Log\IntObjImp.log"
%PCDTOOLSPATH%\bin\siebdev.exe /c tools.cfg /d %PCDDATASRC% /u %PCDUSERNAME% /p %PCDPASSWORD% /batchimport "Siebel Repository" merge ".\Link" ".\Log\ Link.log"
%PCDTOOLSPATH%\bin\siebdev.exe /c tools.cfg /d %PCDDATASRC% /u %PCDUSERNAME% /p %PCDPASSWORD% /batchimport "Siebel Repository" merge ".\Pick List" ".\Log\PickListImp.log"
%PCDTOOLSPATH%\bin\siebdev.exe /c tools.cfg /d %PCDDATASRC% /u %PCDUSERNAME% /p %PCDPASSWORD% /batchimport "Siebel Repository" merge ".\Screen" ".\Log\ScreenImp.log"
%PCDTOOLSPATH%\bin\siebdev.exe /c tools.cfg /d %PCDDATASRC% /u %PCDUSERNAME% /p %PCDPASSWORD% /batchimport "Siebel Repository" merge ".\Symbolic String" ".\Log\ SymStrImp.log"
%PCDTOOLSPATH%\bin\siebdev.exe /c tools.cfg /d %PCDDATASRC% /u %PCDUSERNAME% /p %PCDPASSWORD% /batchimport "Siebel Repository" merge ".\View" ".\Log\ ViewImp.log"
%PCDTOOLSPATH%\bin\siebdev.exe /c tools.cfg /d %PCDDATASRC% /u %PCDUSERNAME% /p %PCDPASSWORD% /batchimport "Siebel Repository" merge ".\EIM" ".\Log\ EIMImp.log"
Use the following procedure to import the seed data for ACR 467.
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To import ACR 467 seed data
1 Create an ODBC entry for the database where you plan to import the seed data:
a Navigate to Start > Settings > Control Panel > Administrative Tools > Data Sources (ODBC), navigate to the System DSN tab, and click Add.
b Select the "Siebel Oracle90" driver (from Datadirect Technologies).
c Enter a data source name (such as DevelopmentDB).
d Enter the server name to connect to:
❏ For Oracle, enter the TNS service name that you created to connect Siebel Tools to the database.
e Test your connection and click OK when tested successfully.
2 Navigate to the directory where you installed Siebel Tools and change the directory to REPPATCH\ACR467.
3 Before executing the next step, make sure that the dataimp.exe file exists in the <Tools Install Directory>/bin directory.
4 Depending upon the language that you are installing, complete either Step 5 or Step 6.
5 For ENU customers:
a Run the following command:
<Tools Install Directory>\bin\dataimp /u <USERNAME> /p <PASSWORD> /f <Tools Install Directory>\REPATCH\ACR467\SeedData\ENU\Seed_ACR467.dat/l <Tools Install Directory>\temp\dataimp_seed.log /c <ODBC Source Name> /d <Table Owner> /i <Tools Install Directory>\REPATCH\ACR467\SeedData\ENU\ACR467_seedimp.inp /q -1 /w y /e n /t n /x R /n 100 /h log
<Tools Install Directory> - Replace with your Siebel Tools install directory
<ODBC Source Name> - Replace with ODBC name created in Step 1.
b Review the <Tools Install Directory>\temp\dataimp_seed.log file to make sure that the import completed successfully.
6 For languages other than ENU, complete the following:
Customers who are installing languages other than ENU need to import two .dat files - the base ENU seed.dat and the locale specific seed_locale_XXX.dat, where XXX is the language code.
a Run the following command for seed.dat:
<Tools Install Directory>\bin\dataimp /u <USERNAME> /p <PASSWORD> /f <Tools Install Directory>\REPATCH\ACR467\SeedData\Seed_ACR467.dat/l <Tools Install Directory>\temp\dataimp_seed.log /c <ODBC Source Name> /d <Table Owner> /i <Tools Install Directory>\REPATCH\ACR451\SeedData\ ACR467_seedimp.inp /q -1 /w y /e n /t n /x R /n 100 /h log
<Tools Install Directory> - Replace with your Siebel Tools install directory
<ODBC Source Name> - Replace with the ODBC name created in Step 1
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b Run the following command for seed_locale_XXX.dat:
<Tools Install Directory>\bin\dataimp /u SADMIN /p sadmin /f <Tools Install Directory>\REPATCH\ACR467\SeedData\Local\<LANG>\seed_locale_xxx.dat /l <Tools Install Directory>\temp\dataimp_seed_lang.log /c <ODBC Source Name> /d <Table Owner> /i <Tools Install Directory>\REPATCH\ACR467\SeedData\ENU\kzhou.inp /q -1 /w y /e n /t n /x R /n 100 /h log
<Tools Install Directory> - Replace with your Tools install directory
<ODBC Source Name> - Replace with ODBC name created in Step 1
c Review the <Tools Install Directory>\temp\dataimp_seed.log file to make sure import completed successfully.
7 The following steps are only necessary for customers who are installing languages other than ENU:
a Within Siebel Tools, navigate to Tools > Utilities > Locale Management to import LMU files for the specific language from the LMU folder into Siebel Tools.
b Select Source Language = English American
Target Language = <Specific Language>
c Click the Import tab, browse to locate the LMU file you want to import, and click Import.
8 Stop the Siebel Server, if it is running.
9 Within Siebel Tools, navigate to Menu > View > Options, select the Scripting tab, and specify the following path for the browser script compilation folder.:
\\<Server IP address>\<SWE server Installed Location>\eappweb\PUBLIC\enu
10 Navigate to Tools > Compile Projects > All Projects option, compile the projects, and save the SRF file to <Siebel Server Install folder>\objects\ENU\siebel_sia.srf on the installed Siebel Server.
11 Start the Siebel Server.
12 Import the workflows listed in the following table into the Siebel application:
Process NameNew/Modified? Project
FINS AcctOrig Apply For Product - Account New FINS Account Origination
FINS AcctOrig Apply For Product - Contact New FINS Account Origination
FINS AcctOrig Apply For Product - Household New FINS Account Origination
FINS AcctOrig AutoQuote New FINS Account Origination
FINS AcctOrig Identity Check Process New FINS Account Origination
FINS AcctOrig New Products & Services Process New FINS Account Origination
FINS AcctOrig Profile Process - Order New FINS Account Origination
FINS AcctOrig Set Applicant Group - Order Sub New FINS Account Origination
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a Select Workflow Process in Siebel Tools Object Explorer.
b Right-click on Workflow Processes (the right-side pane) and import the .xml file into Siebel Tools from the Workflows folder. Refer to the list of workflows in the preceding table to know which project these workflows need to be imported into.
c Check the status of the workflow process. If it is In-Progress, then make it complete by deploying the Workflow process. Do not click the Deploy + Activate button, as doing so will yield an error message. Click the Deploy button only.
NOTE: You may receive the "This is an invalid Workflow…" error message while deploying the modified workflows from the list. Ignore the error and click Yes.
d Repeat Step b through Step c for of all the workflows in the folder.
e Log into the Siebel application as an administrator.
f Navigate to Site Map > Administration - Business Process > Workflow Deployment > Repository Workflow Process.
g Query for the workflow processes and activate them.
Instructions for ACR 468The following section contains information about how to install ACR 468.
For more information about Siebel Client Sync functionality, see Siebel Client Sync Guide on the Siebel Bookshelf http://www.oracle.com/technology/documentation/siebel.html.
FINS AcctOrig Set Applicant Group - Order New FINS Account Origination
FINS AcctOrig Set Applicant Group - Quote Sub New FINS Account Origination
FINS AcctOrig Set Applicant Group - Quote New FINS Account Origination
SIS OM Active Order Sub-Process - Contact Modify SIS OM Base Architecture
SIS OM Disconnect Products & Services Process - Contact
Modify SIS OM Base Architecture
SIS OM Modify Products & Services Process - Contact
Modify SIS OM Base Architecture
SIS OM New Products & Services Process - Contact
Modify SIS OM Base Architecture
SIS OM Suspend / Resume Products & Services Process - Contact
Modify SIS OM Base Architecture
Process NameNew/Modified? Project
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Prerequisites for ACR 468Before installing the Siebel Client Sync software, make sure that you have completed the following tasks:
■ Before you install Client Sync SDK7.x, it is recommended that you unregister Intellisync SDK5.5 dlls if they are installed.
■ Client machine should have msxml 4.0 sp2 or higher version.
The following files are associated with this ACR :
■ ENU_Installer.zip from <Siebel Tools path>\REPPATCH\ which contains:
❏ vcredist_x86.exe
❏ setup.exe
❏ SiebelClientSync.msi
Before you begin your installation, copy the translation.txt file from the <New Client Sync>\bin\enu directory and replace the existing one under <Siebel Server Base>\siebsrvr\bin\enu with the copy.
Unregistering SDK 5.5 SDK1 Before installing the new Siebel Client Sync on top of Siebel Client Sync, unregister the dlls
specific to Intellisync 5.5 SDK as mentioned below:
The following examples show how to unregister each of the Intellisync connectors from the command line. In the examples, replace "$(SiebelRoot)" with the appropriate path to the Siebel Client Sync product directory.
■ Microsoft Outlook
❏ regsvr32.exe /u "$(SiebelRoot)\bin\connectors\MS_Outlook_Connector\ilxolkCompanion.fil"
■ Lotus Notes
❏ regsvr32.exe /u "$(SiebelRoot)\bin\connectors\Lotus_Notes_Connector\ilxlnic.dll"
■ Palm OS handheld device
❏ regsvr32.exe /u "$(SiebelRoot)\bin\connectors\Pilot_Connector\PilotConnector.fil"
■ GroupWise
❏ regsvr32.exe /u "$(SiebelRoot)\bin\connectors\Groupwise_6.5.x_Connector\GWEMAILCONN.dll"
❏ regsvr32.exe /u "$(SiebelRoot)\bin\connectors\Groupwise_6.5.x_Connector\GWEMAILCONNApi.dll"
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2 Unregister the Siebel Client Sync COM servers by issuing the following commands from the command line:
regsvr32 /u cxlserver.dll
regsvr32 /u sscpumaconn.dll
regsvr32 /u stcpumaapi.dll
Installing the Siebel Client Sync Software1 Within <Siebel Tools path>\REPPATCH, unzip the ENU_Installer.zip file.
NOTE: If you are installing a language other than ENU, select your language from the appropriate directory. For example, a customer who is installing the DEU application would use DEU_Installer within bin\DEU.
2 Double-click on vcredist_x86.exe to install Microsoft Visual Studio 2005 redistributables.
3 Double-click on setup.exe to install the new Siebel Client Sync application. When you are prompted to give the folder path for installing new Siebel Client Sync, accept the default path or give a path other than the original Siebel Sync 8.1.1.1 installation path.
For example: If Siebel Sync 8.1.1.1 is installed in D:\SiebelSync, then install ACR 468 for Siebel Sync in D:\ACR468B.
4 After the new Siebel Client Sync application is installed, double-click on the Siebel Client Sync shortcut that was created during the installation and provide the User ID, Password, and Connect String.
Instructions for ACR 471For information about how to configure ACR 471, see Siebel Order Management Guide. This guide is available on the Siebel Bookshelf at http://www.oracle.com/technology/documentation/siebel.html.
Instructions for ACR 474 and ACR 508This section provides information, instructions, and guidelines for installing ACR 474 and ACR 508.
CAUTION: Before you apply ACR 474, you must apply scehma changes and import seed data from ACR 463. Repository changes for ACR 474 include repository changes that were made in ACR 463.
This section includes the following topics:
■ Release Notes for ACR 474 and ACR 508
Release Notes for ACR 474 and ACR 508The following section documents known issues with ACR 474 and ACR 508.
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Unable to Merge Contacts after Applying Siebel OnDemand/OnPremise Category: Data Quality
Subcategory: Deduplication
Product Version: 8.1.1.4
Change Request: 12-204Y58X
While merging two contacts, an error is thrown:Could not find 'Class' Named 'Merge Service ODOP'. This object is inactive or non-existent. (SBL-DAT-00144)
The MergeAction runtime event refers to the the Merge Service ODOP business service, which is not present in the repository.
To avoid this error, inactivate the MergeAction runtime event:
1 Log into the Siebel application, and navigate to Administation - Runtime Events > Action Sets.
2 Query for the MergeAction action set.
3 Uncheck the Active check box to inactivate this action set.
4 Navigate to the Events view, and from the applet menu, select the Reload Runtime Events menu option.
MOVE ORDER TRANSFER RESULTS IN EMPTY STATUS AS OF HEADER FIELDCategory: Comm Media Energy
Subcategory: Order Management
Product Version: 8.1.1.4
Change Request: 12-1XTI4Q6
MOVE ORDER TRANSFER RESULTS IN EMPTY STATUS AS OF HEADER FIELD.
Use the following workaround to address this issue:
1 Within Siebel Tools, navigate to Business Component and query for MACD Order Entry - Orders or MACD Quote.
2 In MACD Order Entry - Orders add a field with the following values:
❏ Name: As Of Date
❏ Column: STATUS_DT
❏ Type: DTYPE_UTCDATETIME
3 In MACD Quote, add a field with the following values:
❏ Name: As Of Date
❏ Column: STATUS_DT
❏ Type: DTYPE_UTCDATETIME
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4 Navigate to Integration Object, and query for SIS OM Order or SIS OM Quote.
5 Add the Status As Of Date field to IC MACD Quote, and add the As Of Date field to IC MACD Order Entry - Orders.
6 Navigate to Business Service, and query for "SIS OM PMT Service".
7 Navigate to Business Service User Properties, and add a new user property with the following values:
❏ Name "SIS OM Quote.Header:SIS OM Order.Header Map 302"
❏ Value: "[Status As Of Date]:[As Of Date]"
8 Compile the changes to the SRF.
CLEAR FULFILLMENT STATUS AND STATUS CONTEXT FOR CANCEL ORDERCategory: Comm Media Energy
Subcategory: Billing Management
Product Version: 8.1.1.4
Change Request: 12-1ZVR997
CLEAR FULFILLMENT STATUS AND STATUS CONTEXT FOR CANCEL ORDER
1 Log into Siebel Tool, and query for the SWICancel Sales Order workflow.
2 Click Revise in the WF/Task Editor Toolbar to create a new version of the completed workflow and increment the version number
3 Right-click SWICancel Sales Order (the one with status In Progress) and select Edit Workflow Process.
4 In the Workflow Designer, select the Siebel Operation Step called "Update Fulfillment Mode and Status for Header".
5 Under the Input Field Argument tab in the Multi-Value Property Window for the Update Fulfillment Mode and Status for Header operation step, add the following two new records to configure the input arguments:
6 Add a new Siebel Operation Step between "Update Fulfillment Mode and Status for Header" (Siebel Operation Step) and "Submit" (Sub Process).
Field Name Type Value
Fulfillment Status Code Literal
Back Office Error Text Literal
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7 Right-click, select View Properties Window and modify the properties of the Siebel Operation Step as follows:
8 Under the Input Field Argument tab in the Multi-Value Property Window for the preceding step, add the following new records to configure the input arguments:
9 Under the Search Spec Input Arguments tab in the Multi-Value Property Window for the preceing step, add the following new records to configure the search specification:
E
10 Save all of your cha nges and publish/activate the workflow.
PROBLEM WITH ADJUSTMENT EFFECTIVE DATECategory: Comm Media Energy
Subcategory: Billing Management
Product Version: 8.1.1.4
Change Request: 12-1ZOI2LP
The Effective Adjustment field stores only the Date field not the time value.
Use the following workaround to address this issue:
Before you begin, within My Oracle Support, navigate to the Knowledge tab and search for Doc ID 557191.1. Copy the FR_12-1ZV9SD1_AIA25_Invoice.sif file attached to the article.
Table ChangesUse the following procedure to edit the S_INV_ADJ table.
Business Component Order Entry - Line Items
Business Component Order Entry - Line Items
Operation Update
Name Update Fulfillment Status and Status Context for Line Items
Field Name Type Value
Fulfillment Status Code Literal
Status Context Literal
xpression Business Component
Filter Business Component Type Search Specification
Order Entry - Orders Order Entry - Line Items
Expression "[Order Header Id] ='"+ [&Object Id] + "'"
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To edit the S_INVOICE_ADJ table
1 Log into Siebel Tools, and from the menu bar, select Import from Archive.
2 Import the "FR_12-1ZV9SD1_AIA25_Invoice.sif " file using merge as the Conflict Resolution Option.
3 Query for the 'S_INVOICE_ADJ' OR 'S_INVC_ADJ_ITEM' tables.
4 Select the rows and click the Apply/DDL button.
5 Compile the changes to the srf.
Business Component Changes
To edit the CMU Billing Invoice Adjustment BC
1 Log into Siebel Tools, and query for the CMU Billing Invoice Adjustment business component.
2 Change the following column for the Adjustment Effective Date field for the business component:
3 Save the changes, and then compile them to the SRF.
To edit the CMU Invoice Adjustment BC
1 Log into Siebel Tools, and query for the CMU Invoice Adjustment business component.
2 Change the following column for Adjustment Effective Date field:
3 Save the changes, and then compile them to the SRF.
To edit the FS Invoice Adjustment BC
1 Log into Siebel Tools, and query for the FS Invoice Adjustment business component.
2 Change the following column for the Adjustment Effective Date field:
3 Save the changes, and then compile them to the SRF.
Name Value
Type DTYPE_UTCDATETIME
Name Value
Type DTYPE_UTCDATETIME
Name Value
Type DTYPE_UTCDATETIME
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To edit the SIA Invoice Adjustment External Items BC
1 Log into Siebel Tools, and query for the SIA Invoice Adjustment External Items business component.
2 Change the following column for the Adjustment Effective Date field:
3 Save the changes, and them compile them to the SRF.
To edit the CMU Billing Invoice Adjustment External Items BC
1 Log into Siebel Tools, and query for the CMU Billing Invoice Adjustment External Items business component.
2 Change the following column for the Adjustment Effective Date field:
3 Save your changes, and then compile them to the SRF.
To edit the CMU SIA Invoice Adjustment External Items BC
1 Log into Siebel Tools, and query for the CMU SIA Invoice Adjustment External Items business component.
2 Change the following column for the Adjustment Effective Date field:
3 Save the changes, and then compile them to the SRF.
To edit the CMU Invoice Adjustment External Items BC
1 Log into Siebel Tools, and query for the CMU Invoice Adjustment External Items business component.
2 Change the following column for the Adjustment Effective Date field:
Name Value
Type DTYPE_UTCDATETIME
Name Value
Type DTYPE_UTCDATETIME
Name Value
Type DTYPE_UTCDATETIME
Name Value
Type DTYPE_UTCDATETIME
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3 Save your changes, and then compile them to the SRF.
Integration Object Changes
To edit the CMU Request Adjustment IO
1 Log into Siebel Tools, and query for the CMU Request Adjustment integration object.
2 Query for FS Invoice Adjustment integration component.
3 Change the type for the Adjustment Effective Date integration component field:
4 Query for the SIA Invoice Adjustment External Items integration component.
5 Change the following Data Type for the Adjustment Effective Date integration component field:
6 Save your changes, and then compile them to the SRF.
To edit the CmuRequestAdjustmentIo IO
1 Log into Siebel Tools, and query for the CmuRequestAdjustmentIo integration object.
2 Query for the FS Invoice Adjustment integration component.
3 Change the type for the Adjustment Effective Date integration component field:
4 Query for the SIA Invoice Adjustment External Items integration component.
Name Value
Data Type DTYPE_UTCDATETIME
External Data Type DTYPE_UTCDATETIME
Name Value
Data Type DTYPE_UTCDATETIME
External Data Type DTYPE_UTCDATETIME
Name Value
Data Type DTYPE_UTCDATETIME
External Data Type DTYPE_UTCDATETIME
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5 Change the Data Type for the "Adjustment Effective Date integration component field:
6 Save your changes, and then compile them to the SRF.
PRODUCT SYNC FAILS FROM SIEBEL TO BRMArea: Comm/Energy
Subarea: Order Management
Product Version: Siebel 8.1.1.3 Fix Pack
Change Request: 12-1YOWCOT/Bug # 9851535
In Siebel 8.1.1.3, product synchronization between the Siebel application and BRM fails.
Use the following workaround to address this issue.
To address Bug 9851535/CR 12-1YOWCOT
1 From within the Siebel application, navigate to Site Map > Administration Integration > Data Map Editor, and query for the Product Integration integration object map.
2 In the bottom applet, query for the Product integration component map from the bottom applet.
3 Within the Integration Field Map applet, click Query, and enter “Pricing Commit Type” in the Target Field Name field.
4 In Source Expression Field Name, enter "IIF([Pricing Commit Type] IS NULL,LookupValue("PRICE_OVERRIDE_TYPE", "Dynamic"),[Pricing Commit Type])".
5 Save the record.
6 Within the Integration Field Map applet, click Query, and enter "Dynamic Discount Method" in Target Field Name.
7 In Source Expression Field Name, enter "IIF([Dynamic Discount Method] IS NULL , LookupValue("DISCOUNT_OVERRIDE_TYPE", "Amount") ,[Dynamic Discount Method])".
8 Save the record and log out of the Siebel application.
Error Message Occurs When Variable Maps ReleasedArea: Comm/Energy
Subarea: Order Management
Product Version: Siebel 8.1.1.3 Fix Pack
Name Value
Data Type DTYPE_UTCDATETIME
External Data Type DTYPE_UTCDATETIME
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Change Request: 12-1YK6RG0
Use the following workaround to address this issue.
To address CR 12-1YK6RG0
1 From within the Siebel application, navigate to Site Map > Administration - Order Management > Variable Maps and query for the"Default Pricing Variable Map - Row Set" variable map.
2 Rename the variable map to "Default Pricing Variable Map - Row Set - original".
3 Copy the variable map from the applet-level menu, and rename it as "Default Pricing Variable Map - Row Set".
4 Lock the variable map and then release it.
5 Follow Step 1 through Step 4 for the "Default Pricing Eligibility Variable Map - Row Set" variable map.
Siebel Workflow Process Manager Leaks MemoryCategory: Comm Media Energy
Subcategory: Order Management
Product Version: Siebel 8.1.1.1 QF7103
Change Request: 12-1Y0AZBZ
Siebel workflow process manager leaks memory and crashes in performance, scalability, and reliability (PSR) testing after 20 hours of running with zero seconds of think time.
Workaround: Enable memory-based recycling on workflow process manager. For information about configuring memory-based server component recycling, refer to Siebel System Administration Guide on the Siebel Bookshelf at http://www.oracle.com/technology/documentation/siebel.html.
Error Messages Translated Incorrectly Category: Comm Media Energy
Subcategory: Order Management
Product Version: Siebel 8.1.1.1 QF7103
Change Request: 12-1VBS4SZ, 12-1VBS4UF, 12-1VBS4VL
To address CR 12-1VBS4SZ, CR 12-1VBS4VL, and CR 12-1VBS4VL
1 Navigate to Administration - Data Validation > Validation Messages screen and query for the following Message Code:
SWI_PROD_VAL_ASSET or SWI_PROD_VAL_ORDER or SWI_PROD_VAL_QUOTE
2 Add the missing translations in the Translations applet.
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Follow-On Orders Can Be Submitted Before Base OrdersCategory: Comm Media Energy
Subcategory: Order Management
Product Version: Siebel 8.1.1.1 QF7103
Change Request: 12-1XTI4LP
No error occurs when a Follow On order is submitted after the Base Order is cancelled.
To address CR 12-1XTI4LP
1 Within the Siebel application, edit the Change the Submit Order workflow (SISOMBillingSubmitOrderWebService) to add this logic:
a For each root line item, check if it has Base Order Line Item Id.
b Get the Order Id of the Base Order Line Item Id.
c Check if the status of the order is Pending. If it is Pending, the base order was not submitted. Enter an error message saying, 'Submit base order %1 before follow-on order'.
NOTE: Implement this logic only if you are using follow-on orders, as this logic will affect the time that it takes to submit an order.
Follow-On Orders Can Be Submitted Before Base OrdersCategory: Comm Media Energy
Subcategory: Order Management
Product Version: Siebel 8.1.1.1 QF7103
Change Request: 12-1XTI4NO
Follow-On orders can be submitted for Cancelled Base Order.
To address CR 12-1XTI4NO
1 Within the Siebel application, edit the Change the Submit Order workflow (SISOMBillingSubmitOrderWebService) to add this logic:
a For each root line item, check if it has Base Order Line Item Id.
b Get the Order Id of the Base Order Line Item Id.
c Check if the status of the order is Pending. If it is Pending, the base order was not submitted. Enter an error message saying, 'Submit base order %1 before follow-on order'.
NOTE: Implement this logic only if you are using follow-on orders, as this logic will affect the time that it takes to submit an order.
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Sales Order Form Buttons Not Disabled After Cancel Order StartsCategory: Comm Media Energy
Subcategory: Order Management
Product: Siebel 8.1.1.1 QF7103
Change Request: 12-1XTI4UE
After clicking the Cancel Order button, all other buttons on the Sales Order form are not disabled, so users can press buttons to interfere with cancel processing.
To address CR 12-1XTI4UE
1 Navigate to Siebel Tools > Applets and query for "Order Entry - Order Form Applet Dashboard (Sales)".
2 Navigate to Applet User Properties.
3 Query for CanInvokeMethod*, and verify that all of the buttons that need to be disabled are present. If they are not present, you need to create CanInvokeMethod:Method name value
IIf([Active],IIf(([Status] = LookupValue('FS_ORDER_STATUS','Cancel pending')) OR ([Status] = LookupValue('FS_ORDER_STATUS','Cancelled')) OR ([Status] = LookupValue('FS_ORDER_STATUS','Pending Cancel')), 'FALSE','TRUE'),'FALSE')
4 For existing CanInvokeMethod*, append the value "IIf(([Status] = LookupValue('FS_ORDER_STATUS','Cancel pending')) OR ([Status] = LookupValue('FS_ORDER_STATUS','Cancelled')) OR ([Status] = LookupValue('FS_ORDER_STATUS','Pending Cancel')), 'FALSE','TRUE'),'FALSE')" with logical OR operator
5 Compile the changes.
COPY ORDER DOES NOT ASSIGN NEW ASSET INTEGRATION ID FOR COPIED ORDERSCategory: Comm Media Energy
Subcategory: Order Management
Product Version: Siebel 8.1.1.1 QF7103
Change Request: 12-1XVFM9R
To address CR 12-1XVFM9R■ It is recommended that you use the Favorites menu option instead of the Copy Orders menu
option for Asset-Based Ordering (ABO) flows. This is because copying AssetIntegrationId does not work for new orders, and Modify or Delete orders should not generate new AssetIntegrationIds.
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■ CR 12-1TU8OYZ
Description: The Discount Override fix is not working in MACD for Non-Residential Accounts (asset-quote).
Workaround: Contact Technical Support for the workaround for this issue.
■ CR 12-1TK6WV1
Description: Suspend/Resume and move charges are applied to Simple Service Bundles in Nested SBs after reprice.
Workaround: Use Reprice to see all charges.
■ Bug # 8979872/CR 12-1UPWTKJ
Description: Error upon clicking the Revise button within Sales Order > Line Items tab.
Workaround: Use the following procedure to address this issue.
To address Bug #8979872/CR 12-1UPWTKJ
1 Log into Siebel Tools.
2 Within the Object Explorer, select Applet.
3 Query for the Order Entry - Order Form Applet Dashboard (Sales) applet.
4 Modify the applet user property sequence to:
❏ Name: Named Method 1: Revise Order
❏ Value: ‘INVOKE’, ‘ReviseCopyOrder’
❏ Name: Named Method: ReviseOrder
❏ Value: 'INVOKESVC', 'Workflow Process Manager', 'RunProcess', '"ProcessName"', '"SWIReviseOrderValidation"', '"RowId"', '[Id]'
5 Save the changes and compile the applet to the SRF.
■ CR 12-1UVNZ65
Description: Net Price is carried forward for One-Time Products in MACD Operation.
Workaround: Use the following workaround to address this issue.
To address CR 12-1UVNZ65
1 Within the Siebel application, navigate to the Sales Order screen.
2 Click the List link and navigate to the Sales Order Details screen.
3 Drill down on the Order # and navigate to the Line Items view.
4 Within the Line Items list applet, select Reprice All from the menu.
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■ CR 12-1UK1DKW
Description: The Cancel Error Mode system preference default value should be '3'.
Workaround: Use the following workaround to address this issue.
To address CR 12-1UK1DKW
1 Within the Siebel application, navigate to Administration - Application > System Preferences.
2 Within the System Preference Name field, query for “Cancel Error Mode” and set the value of the System Preference field to 3.
3 Restart the Siebel Server.
■ CR 12-1T03IG9
Description: When the due date of a root product in a Customizable Product is nullified, order validation does not occur.
Workaround: Use the following workaround to address this issue.
To address CR 12-1T03IG9
1 Within the Siebel application, navigate to Site Map > Administration - Data Validation.
2 Click the Ruleset hyperlink, and query for ‘SWI Order Validation Rule Set’ in the Ruleset applet.
3 Click Revise to revise the ruleset.
4 Click the ‘SWI Order Validation Rule Set’ hyperlink, and query for ‘SWI Validate Due Date’ in the Rules applet.
5 Modify the rules property as follows:
■ Apply To: All Records
6 Activate the ruleset.
7
Unpacking the AIA251.zip File1 Navigate to the Siebel Tools installation directory <Tools Install Directory>\REPPATCH.
2 Unzip the AIA251.zip file.
This will create the following directory structure:
<Tools Install Directory>\REPPATCH\AIA251
The AIA251 folder that you create will contain the following subfolders and files:
■ \ACR474.zip. This file contains the repository changes.
■ \ACR474_SEED. This file contains the seed data changes.
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■ \ACR474_Workaround. This file contains the Release Notes and workaround information.
■ \8113_Addendum.
3 Unzip the ACR474.zip file.
This will create the following directory structure:
<Tools Install Directory>\REPPATCH\AIA251\ACR474
The ACR474 folder that you create will contain the following subfolders:
■ \DMGSchemaChanges
■ \EIM
■ \HTML
■ \LMU
■ \SeedData
■ \SIFFiles
■ \WebTemplates
■ \WFs
Use the following procedure to apply the schema changes to the server database.
NOTE: The following instructions refer to the folders specified in Step 2 in the previous task.
Applying Schema Changes to the DatabaseAs part of the AIA 2.5 release, schema changes have been done on the database.
The following two procedures describe how to import the ACR463_Tables.sif and ACR463_EIMTables.sif files into the repository.
The ACR463_Tables.sif file has all the changes for the following:
Changes to existing tables:
■ S_ALERT_CUT
■ S_ADDR_PER
■ S_ADDR_PER_UCMX
■ S_ASSET
■ S_BULK_REQ
■ S_CONTACT
■ S_CON_ADDR
■ S_INV_PROF
■ S_INVOICE_ADJ
■ S_ORDER
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■ S_ORDER_ITEM
■ S_ORG_EXT
■ S_PROD_INT
■ S_QUOTE_ITEM
■ S_SRV_ORD_FAIL
■ S_SRV_REQ
■ S_SPL_RATE_ITEM
■ S_SPL_RATE_LST
To import the ACR463_Tables.sif file into the repository
1 Lock the following projects before import:
❏ CUT Newtable
❏ Table Asset
❏ Table BulkRequest
❏ Table Invoice
❏ Table Order
❏ Table Organization
❏ Table Product
❏ Table Quote
❏ Table Service Request
❏ Table Special Rate List
❏ Table CIF
❏ Table FleetManagement
❏ Table Person
2 Use the Siebel Tools Import from Archive function to read this file and create the tables in the repository. The "merge" option should be used while importing this file.
To create this table on the physical databaseThe tables have to be in the repository before creating this on the physical database. Use Siebel tools and query for the list of tables that were imported into the repository. Use the "Apply/DDL" button to apply the changes to the physical database, and provide the correct database user (table owner name, password, and ODBC data source).
The ACR463_EIMTables.sif file has all the changes for the following:
Changes to existing tables:
■ EIM_ASSET
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■ EIM_ASSET1
■ EIM_ALERT_CUT
■ EIM_INVOICE
■ EIM_ORDER
■ EIM_ORDER1
■ EIM_ORDER_ITEM1
■ EIM_PROD_INT1
■ EIM_QUOTE
■ EIM_QUOTE_IT1
To import the ACR463_EIMTables.sif file into the repository
1 Lock the following projects before import:
❏ EIM Asset
❏ EIM Common SIA
❏ EIM Invoice
❏ EIM Order
❏ EIM Product
❏ EIM Quote
❏ EIM BulkRequest
❏ EIM CIF
❏ EIM FleetManagement
❏ EIM Organization
❏ EIM Person
❏ EIM Service Request
2 Use the Siebel Tools Import from Archive function to read this file and create the tables in the repository. The "merge" option should be used while importing this file.
Applying ACR 474 Schema ChangesAs part of the ACR474 release, schema changes have been done on the database. The REPPATCH\AIA251\ACR474\DMGSchemaChanges\ACR474_Tables.sif has all the changes for the following:
Changes to existing tables:
■ S_ASSET
■ S_CONTACT
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■ S_CONTACT_BU
■ S_DOC_QUOTE
■ S_OPTY
■ S_OPTY_BU
■ S_ORDER
■ S_ORDER_ITEM
■ S_ORDER_ITEM_OM
■ S_ORDER_STOP
■ S_ORDPART_MVMT
■ S_ORG_BU
■ S_ORG_EXT
■ S_ORG_GROUP
■ S_PRI_LST
■ S_PRI_LST_ITEM
■ S_PROD_INT
■ S_PROD_INT_BU
■ S_QUOTE_ITEM
■ S_REVN
■ S_UCM_ADDR_PER
■ S_UCM_ASSET
■ S_UCM_CONTACT
■ S_UCM_ORGGRP
■ S_UCM_ORG_EXT
■ S_UCM_PRIVACY
New Tables:
■ S_INTG_DEL_TXN
■ S_ORG_GRP_UCMX
■ S_PRD_USRDEFATR
To import the ACR_474_Tables.sif file into the repository
1 Lock the following projects before import:
❏ Table Asset
❏ Table CIF
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❏ Table FieldService
❏ Table FleetManagement
❏ Table Forecast
❏ Table Household
❏ Table NetworkOrderManagement
❏ Table OnPremise-OnDemand
❏ Table Opty
❏ Table Order
❏ Table Organization
❏ Table Person
❏ Table PriceList
❏ Table Product
❏ Table Quote
2 Use the Siebel Tools Import from Archive function to read this file and create the tables in the repository. The "merge" option should be used while importing this file.
To create this table on the physical databaseThe tables have to be in the repository before creating this on the physical database. Use Siebel tools and query for the list of tables that were imported into the repository. Use the "Apply/DDL" button to apply the changes to the physical database.
Applying EIM ChangesAs part of the ACR474 release, EIM changes have been done on the database. The REPPATCH\AIA251\ACR474\DMGSchemaChanges\ACR474_EIMTables.sif file has all the changes for the following:
Changes to existing tables:
■ EIM_ACCOUNT
■ EIM_ACCOUNT1
■ EIM_ASSET1
■ EIM_CONTACT
■ EIM_CONTACT2
■ EIM_GROUP
■ EIM_GROUP_DTL
■ EIM_OPTY
■ EIM_OPTY_DTL
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■ EIM_ORDER1
■ EIM_ORDER_FM
■ EIM_ORDER_ITEM
■ EIM_ORDER_ITEM1
■ EIM_ORD_ITEM2
■ EIM_ORG_BU
■ EIM_ORG_INT
■ EIM_PART_MVMT
■ EIM_PRI_LST
■ EIM_PROD_INT
■ EIM_PROD_INT1
■ EIM_PROD_INT_BU
■ EIM_QUOTE1
■ EIM_QUOTE_IT2
■ EIM_REVN
■ EIM_UCM_ADRPER
■ EIM_UCM_ASSET
■ EIM_UCM_CON
■ EIM_UCM_ORG
■ EIM_UCM_ORGGRP
■ EIM_UCM_PRIVCY
To import the ACR_474_EIMTables.sif file into the repository
1 Lock the following projects before import:
❏ EIM Asset
❏ EIM CIF
❏ EIM Common SIA
❏ EIM FieldService
❏ EIM FleetManagement
❏ EIM Forecast
❏ EIM Household
❏ EIM Opty
❏ EIM Order
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❏ EIM Organization
❏ EIM Person
❏ EIM PriceList
❏ EIM Product
❏ EIM Quote
2 Use Siebel Tools Import from Archive function to read this file and create the tables in the repository. The "merge" option should be used while importing this file.
To create this table on the physical databaseThe tables have to be in the repository before creating this on the physical database. Use Siebel tools and query for the list of tables that were imported into the repository. Use the "Apply/DDL" button to apply the changes to the physical database.
Importing Seed Data for ACR 463NOTE: As stated earlier, ACR 463 provided the AIA COM 2.4 release.
1 Create an ODBC entry for the database where you plan to import the seed data.
a Navigate to Start > Settings > Control Panel > Administrative Tools > Data Sources (ODBC), navigate to the System DSN tab, and click Add.
b Select the "Siebel Oracle90" driver (from Datadirect Technologies).
c Enter a data source name (such as DevelopmentDB).
d Enter the server name to connect to:
❏ For Oracle, enter the TNS service name that you created to connect Siebel Tools to the database.
e Test your connection and click OK when tested successfully.
2 Navigate to the directory where you installed Siebel Tools and change the directory to REPPATCH\AIA251\ACR474\SeedData\ACR463_SEED.
3 Before executing the next step, make sure that the dataimp.exe file exists in the <Tools Install Directory>/bin directory.
4 Seed data import includes mono-language seed-data import and language seed-data import. Use either Step a or Step b depending upon the language that you are installing.
a Use the following command to import mono-language seed data:
<ToolsInstall Directory>\bin\dataimp /u sadmin /p sadmin /f <ToolsInstallDirectory>\REPPATCH\AIA251\ACR474\SeedData\ACR463_SEED\Seed_aiacom24.dat /l <ToolsInstallDirectory>\temp\dataimp_seed.log /c <ODBC Source Name> /d <Table Owner> /q -1 /w n /e y /t n /x R /n 100 /h log
Review the log file in <Tools Install Directory>\temp\dataimp_seed.log file to make sure that the import completed successfully.
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b Use the following command to import the language seed data:
<Tools Install Directory>\bin\dataimp /u sadmin /p sadmin /f <ToolsInstallDirectory>\REPPATCH\AIA251\ACR474\SeedData\ACR463_SEED\seed_locale_<language>.dat /l <ToolsInstallDirectory>\temp\dataimp_seed.log /c <ODBC Source Name> /d <Table Owner> /q -1 /w n /e y /t n /x R /n 100 /h log
<Tools Install Directory> - Replace with your Siebel Tools install directory.
<ODBC Source Name> - Replace with the ODBC name created in Step 1.
c Review the log file in <Tools Install Directory>\temp\dataimp_seed.log file to make sure that the import completed successfully.
Importing Seed Data for ACR 4741 Create an ODBC entry for the database where you plan to import the seed data.
a Navigate to Start > Settings > Control Panel > Administrative Tools > Data Sources (ODBC) > System DSN tab, and click Add.
b Select the Siebel Oracle90 driver (from Datadirect Technologies).
c Enter a data source name (such as DevelopmentDB).
d Enter the server name to connect to:
e For Oracle, enter the TNS service name that you created to connect Siebel Tools to the database.
f Test your connection and click OK when tested successfully
2 Navigate to the directory where you installed Siebel Tools and change the directory to REPPATCH\ACR474.
3 Before executing the next step, make sure that the dataimp.exe file exists in the <Tools Install Directory>/bin directory.
4 Run the following command:
<Tools Install Directory>\bin\dataimp /u <USERNAME> /p <PASSWORD> /f <Tools Install Directory>\REPATCH\AIA251\ACR474_SEED\ACR474_8113FP_Seed.dat /l <Tools Install Directory>\temp\dataimp_seed.log /c <ODBC Source Name> /d <Table Owner> /i <Tools Install Directory>>\REPATCH\AIA251\ACR474_SEED\<Database Platform>\ ACR474_8113FP_Seed.inp /q -1 /w y /e n /t n /x R /n 100 /h log
<Tools Install Directory> - Replace with your Siebel Tools install directory
<ODBC Source Name> - Replace with the ODBC name created in Step 1
<Database Platform> - Replace with the database platform (ORACLE, DB2UDB or MSSQL)
5 Review the <Tools Install Directory>\temp\dataimp_seed.log file to make sure that the import completed successfully.
Depending upon the language that you are installing, complete either Step XX or Step XX.
6 For ENU (English Language) customers:
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a Run the following command after importing the ACR474_Seed.dat file.
<Tools Install Directory>\bin\dataimp /u <USERNAME> /p <PASSWORD> /f <Tools Install Directory>\REPATCH\AIA251\ACR474_SEED\ACR474_8113FP_Seed_Locale_ENU.dat /l <Tools Install Directory>\temp\dataimp_seed.log /c <ODBC Source Name> /d <Table Owner> /i <Tools Install Directory>\REPATCH\AIA251\ACR474_SEED \<Database Platform>\ACR474_8113FP_Seed_Locale_ENU.inp /q -1 /w y /e n /t n /x R /n 100 /h log
<Tools Install Directory> - Replace with your Siebel Tools install directory
<ODBC Source Name> - Replace with the ODBC name created in Step 1
<Database Platform> - Replace with your database platform (ORACLE, DB2UDB or MSSQL)
b Review the <Tools Install Directory>\temp\dataimp_seed.log file to make sure that the import completed successfully.
7 For customers using languages other than ENU:
a Run the following commands after importing the ACR474_Seed.dat file for importing the locale specific seed_locale_XXX.dat, where XXX is the language code.
<Tools Install Directory>\bin\dataimp /u <USERNAME> /p <PASSWORD> /f <Tools Install Directory>\REPATCH\AIA251\ACR474_SEED\seed_locale_XXX.dat /l <Tools Install Directory>\temp\dataimp_seed.log /c <ODBC Source Name> /d <Table Owner> /q -1 /w n /e y /t n /x R /n 100 /h log
<Tools Install Directory> - Replace with your Siebel Tools install directory
<ODBC Source Name> - Replace with the ODBC name created in Step 1
b Review the <Tools Install Directory>\temp\dataimp_seed.log file to make sure that the import completed successfully.
c Run the following commands after importing seed_locale_XXX.dat file for importing the locale specific AIA251_seed_locale_XXX.dat, where XXX is the language code.
<Tools Install Directory>\bin\dataimp /u <USERNAME> /p <PASSWORD> /f <Tools Install Directory>\REPATCH\AIA251\ACR474_SEED\AIA251_seed_locale_XXX.dat /l <Tools Install Directory>\temp\dataimp_seed.log /c <ODBC Source Name> /d <Table Owner> /q -1 /w n /e y /t n /x R /n 100 /h log
<Tools Install Directory> - Replace with your Siebel Tools install directory
<ODBC Source Name> - Replace with the ODBC name created in Step 1
d Review the <Tools Install Directory>\temp\dataimp_seed.log file to make sure that the import completed successfully.
Updating ACR 474 EIM FilesAs part of the ACR474 release, the EIM files - eim45.sql and eim_export_lookup_bu_name.sql have been changed. The REPPATCH\AIA251\ACR474\EIM\eim45.sql and REPPATCH\AIA251\fACR474\EIM\eim_export_lookup_bu_name.sql have all the changes required. You must merge these files with the existing files in the Siebel Server directory:
eim45.sql: <Installation Location>\SERVER\siebsrvr\SQLTEMPL
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eim_export_lookup_bu_name.sql : <Installation Location>\SERVER\siebsrvr\ADMIN
Siebel Tools Changes for ACR 4741 Open tools.cfg from <Tools Install Directory>\Bin\Enu and verify the [Siebel] section. Make sure
that the SymStrPrefix entry has been set to SBL_.
[Siebel]
……..
SymStrPrefix parameter needs to be X_ for Siebel customers.
SymStrPrefix = SBL_
……..
NOTE: After changing the tools.cfg file, make sure to log out of Siebel Tools and log in again to apply the changes.
2 In Siebel Tools, lock all of the following projects:
■ ABO Bulk Request
■ ATP
■ Account
■ Account (SSE)
■ Assignment (SSE)
■ Asset Management
■ Bitmap
■ Cfg RTC
■ CMU Billing BC
■ CMU Billing Product
■ CMU Billing UI
■ CMU Billing Integration
■ COM Workflows
■ CUT Admin - External Data
■ CUT Billing
■ CUT Credit Alert
■ CUT Profile
■ CUT Newtable
■ CUT Siebel Communications
■ CUT Trouble Ticket
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■ Contact
■ Contact (SSE)
■ Comm Manager
■ Communication
■ Division
■ Dock
■ Dock KDI
■ Docklog
■ Dockses
■ Eligibility Compatibility
■ EIM Asset
■ EIM CIF
■ EIM Household
■ EIM Organization
■ EIM Person
■ EIM Common SIA
■ EIM Invoice
■ EIM Order
■ EIM Product
■ EIM Quote
■ EIM BulkRequest
■ EIM Organization
■ EIM Service Request
■ Employee
■ FS Agreement
■ Fleet Management
■ ISS Authoring Admin
■ ISS Class Admin
■ ISS Context
■ ISS Order Management
■ ISS Product Admin
■ ISS Promotion Admin
■ ISS Promotion Integration
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■ ISS Promotion Workflow
■ ISS VOD Import Export
■ ISS VOD Loader
■ LS DB Action
■ MACD Performance
■ Order Entry
■ Opportunity Management
■ Oppty
■ Oppty (SSE)
■ PMP
■ Prepaid Service 8.1
■ Price List
■ Product
■ Product (SSE)
■ Product Integration
■ Product Selection UI
■ Quote (UI)
■ Quote
■ Row Set Transformation Toolkit
■ SIS OM Base Architecture
■ Service
■ Siebel Sales Enterprise
■ Siebel High Tech
■ Siebel Universal Agent
■ Srvagree
■ Srvagree (SSV)
■ Symbolic Strings
■ Template (Order)
■ Table Asset
■ Table BulkRequest
■ Table Invoice
■ Table Order
■ Table Organization
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■ Table Product
■ Table Promotions
■ Table Quote
■ Table Service Request
■ Table Special Rate List
■ Table CIF
■ Table Person
■ Table FleetManagement
■ Table FieldService
■ Table Forecast
■ Table Household
■ Table NetworkOrderManagement
■ Table Opty
■ Table PriceList
■ Table OnPremise-OnDemand
■ UCM Privacy Management
■ UMSUI
■ VEAI CUT Billing Integration
■ VERT CUT Address
■ VERT CUT Common
■ VERT CUT Screens
■ Web Channel Order Management
■ Web Service Integration
■ Workflow Policy
■ eService Billing
■ eAuto Product
NOTE: If you have implemented ACR 471, you must merge repository and workflow changes to make sure that ACR 471 and ACR 474 are compatible:
❏ Business Service - ISS Promotion Management Service.sif
❏ Workflow - ISS Promotion Upgrade Process.xml
3 Import the rest of the SIF files from the SIFFiles folder into Siebel Tools:
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a Place the BatchImportAcr474.bat file in <Tools Install Directory>/bin, edit the file to replace “REPPATCH\ACR474” with “REPPATCH\AIA251\ACR474,” save the file, and then execute it.
For further information on batch import, see the topic, “Importing Objects from an Archive File Using the Command-Line Interface” in Using Siebel Tools on the Siebel Bookshelf library.
b Check the logs in <Tools Install Directory>/importLogsAcr474 directory.
c If you have not locked the required projects, you might receive a warning error message. Create the projects and lock them the projects are not available by default.
d The Fleet Management and Table OnPremise-OnDemand projects are not available by default. You must create them before you execute the BatchImportAcr474.bat file.
NOTE: The following steps apply only to customers who are installing languages other than ENU.
4 (Optional) If you are installing languages other than ENU:
a Navigate to Select > Tools > Utilities > Locale Management to import LMU files for the specific language from the LMU folder into Siebel Tools.
b Select Source Language = English American
c Target Language = <Specific Language>
d Click the Import tab and then Browse to locate the LMU file you want to import and click Import.
5 Stop Siebel Server, if it is running.
6 Within Siebel Tools, navigate to Menu > View > Options > Scripting tab, and specify the following path for the Browser script compilation folder.
\\<Server IP address>\<SWE server Installed Location>\eappweb\PUBLIC\enu
7 Compile all of the projects using the Compile Projects > All Locked Projects option and save the SRF file to the <Siebel Server Install folder>\objects\ENU\siebel_sia.srf folder on the installed Siebel server.
8 Copy the Web Template file CZConfigurator.swt and CZView.swt from the WebTemplate folder into Siebel Server <Siebel Server Install folder >\WEBTEMPL.
9 Copy the CZReturn.html file from the HTML folder into the SWE Server <SWE Server Install folder >\eappweb\PUBLIC\enu.
10 From the EIM folder, copy the files with extension "ifb" in Siebel Server <Siebel Server Install folder >\ADMIN.
11 Start the Siebel Server.
12 Import the workflows listed in the following table into the Siebel application.
NOTE: All of the existing workflows should be imported. In other words, the modified workflows should be imported into the corresponding projects. Note the following dependencies before you begin importing the files:
■ Import the "SWIOrderUpsert_O2C" workflow first and then import the "SWIOrderUpsert" workflow.
■ Import the "SWISendOrder" workflow first and then import the "Submit Order ASI" workflow.
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■ Import the "SWISendQuote" workflow first and then import the "Submit Quote ASI" workflow.
■ Import the "Oracle Configurator Load" workflow first and then import the "SWI Configurator Load" workflow.
■ Import the "SWIOrderUpsertSubProcess" workflow first and then import "SWIOrderUpsert" workflow
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■ Import the "SWISetTBOEndDate" workflow first and then import the "Dynamic Pricing Procedure" workflow.
Workflow Name Project
*SIS OM Disconnect Asset Sub-process SIS OM Base Architecture
*SIS OM Move Process SIS OM Base Architecture
ABO Bulk Request -Validate Process ABO Bulk Request
ABO Bulk Request - Clear Exception Process Workflow ABO Bulk Request
ABO Bulk Request - Parallel Sub Process Workflow ABO Bulk Request
ABO Bulk Request - Prepare Action Set Sub-Process Workflow ABO Bulk Request
ABO Bulk Request - Submit Process Workflow ABO Bulk Request
ABO Bulk Request Add Item Customize Process ABO Bulk Request
Account - New Order COM Workflows
Basic Pricing Procedure Cfg RTC
CMU Credit Alert Status Sync Web Service Integration
CMU SIA Submit Adjustment Request to External CMU Billing Integration
CMUBalanceDetailsEventAdjustmentWF CMU Billing Integration
CMUEventDetailsAdjustmentWF CMU Billing Integration
CMUInvoiceAdjustmentWF CMU Billing Integration
CMUItemChargeAdjustmentWF CMU Billing Integration
CMUUnbilledEventAdjustmentWF Web Service Integration
CMUUnbilledNonCurrencyEventAdjustmentWF Web Service Integration
CZ PSP Interface Web Service Integration
CZ Return Web Service Integration
Dynamic Pricing Procedure Row Set Transformation Toolkit
ISS Promotion Disconnect Process ISS Promotion Workflow
ISS Promotion Upgrade Process ISS Promotion Workflow
Oracle Configurator Load Web Service Integration
Oracle Verify Complex Product All (Order) Web Service Integration
Oracle Verify Complex Product All (Quote) Web Service Integration
Pricing Procedure - Calculate Net Price Row Set Transformation Toolkit
SIA External Integration Process Prepaid Service 8.1
SIS OM Add Service Charge Order Sub-Process SIS OM Base Architecture
SIS OM Add Service Charge Quote Sub-Process SIS OM Base Architecture
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SIS OM Add Service Charge Sub-Process SIS OM Base Architecture
SIS OM Disconnect Products & Services Process SIS OM Base Architecture
SIS OM Edit Complex Asset Workflow SIS OM Base Architecture
SIS OM Edit Delta Quote Line Item SIS OM Base Architecture
SIS OM Edit Service Order Line Item SIS OM Base Architecture
SIS OM Modify Products & Services Process SIS OM Base Architecture
SIS OM Order Line Item Update Main SIS OM Base Architecture
SIS OM Submit Order Process SIS OM Base Architecture
SIS OM Suspend / Resume Asset Sub-Process SIS OM Base Architecture
SIS OM Suspend / Resume Products & Services Process SIS OM Base Architecture
SISOMBillingSubmitOrderWebService CMU Billing Integration
Submit Order ASI COM Workflows
Submit Quote ASI COM Workflows
SWI Account Update Workflow Web Service Integration
SWI Address Update Workflow Web Service Integration
SWI Asset Status Update CMU Billing Integration
SWI Billing Profile Update Workflow Web Service Integration
SWI Cancel Sales Order Line Item Web Service Integration
SWI Cancel Sales Order_O2C Web Service Integration
SWI Configurator Load Web Service Integration
SWI Contact Update Workflow Web Service Integration
SWI External Account Integration Process Web Service Integration
SWI External Account Request Sync Process Web Service Integration
SWI External Contact Integration Process Web Service Integration
SWI External Contact Req Integration Process Web Service Integration
SWI External Contact Request Sync Process Web Service Integration
SWI External Customer Req Integration Process Web Service Integration
SWI External Product Sync Workflow Web Service Integration
SWI Initial Load Non CP Order Release Web Service Integration
SWI Parent Order Web Service Integration
SWI Special Rating - Synchronize Process Web Service Integration
SWI TSQ Order Web Service Integration
Workflow Name Project
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NOTE: The asterisks denote workflows that were not modified for ACR 474.
a Select Workflow Process in Siebel Tools Object Explorer.
b Right-click on the right side pane called Workflow Processes and import the .xml file into Siebel Tools from the Workflows folder. Refer to the list of workflows in the table above to know which project these workflows need to be imported into.
NOTE: The following step is required if you have installed AIA 2.5 IPS 1 or higher.
Revise the following workflows, change the Process Property ‘UTCCanonical’ default value from ‘N’ to ‘Y’. Publish, and then activate.
❏ CMU Credit Alert Status Sync
❏ CMU SIA Submit Adjustment Request to External
❏ SISOMBillingSubmitOrderWebService
❏ SWI Account Update Workflow
❏ SWI Billing Profile Update Workflow
SWIAdjustmentStatusUpdate Web Service Integration
SWICancel Sales Order Web Service Integration
SWICopyOrder Web Service Integration
SWIOrderUpsert Web Service Integration
SWIOrderUpsert_O2C Web Service Integration
SWIOrderUpsertSubProcess Web Service Integration
SWIQuoteUpsert Web Service Integration
SWIReviseOrderValidation Web Service Integration
SWISendATPCheck Web Service Integration
SWISendATPCheckLine Web Service Integration
SWISendCalculateShippingCharge Web Service Integration
SWISendCreditCheck Web Service Integration
SWISendOrder Web Service Integration
SWISendPaymentAuthorization Web Service Integration
SWISendQuote Web Service Integration
SWISetTBOEndDate CMU Billing Integration
SWIValidateDependentOrders Web Service Integration
Verify Header (Order) COM Workflows
Verify Item (Order) COM Workflows
Workflow Name Project
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❏ SWI Contact Update Workflow
❏ SWI Address Update Workflow
❏ SWI Cancel Sales Order_O2C
❏ SWI External Account Request Sync Process
❏ SWI External Contact Request Sync Process
❏ SWI Special Rating - Synchronize Process
❏ SWIAdjustmentStatusUpdate
❏ SWIOrderUpsert
❏ SWIOrderUpsert_O2C
❏ SWIOrderUpsertSubProcess
❏ SWIQuoteUpsert
❏ SWISendATPCheck
❏ SWISendATPCheckLine
❏ SWISendCalculateShippingCharge
❏ SWISendCreditCheck
❏ SWISendOrder
❏ SWISendPaymentAuthorization
❏ SWISendQuote
c Check the status of the Workflow process. If it is In-Progress, then make it complete by deploying the Workflow process.
For Siebel applications version 8.0 and above, the button to mark the workflow status complete is Publish/Activate. To view this button, navigate to View menu > Tool Bar > WF/Task Editor.
NOTE: If any of the workflows fail to import, manually activate them within the application.
d Repeat Step b and Step c for of all the workflows in the folder.
e Log in to the Siebel application as an administrator.
f Navigate to the Site Map, and click Administration - Business Process.
g Navigate to Workflow Deployment > Repository Workflow Process.
h Query for the workflow processes and activate them.
NOTE: It is recommended that you reload the runtime events after activating the workflows.
i Navigate to Administration - Runtime Events > Events screen, select all records and then select Reload Runtime Events from the drop-down menu.
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13 Import the rest of the SIF files from the SIFFiles folder AIA251\ACR474_Workaround into Siebel Tools using the Import from Archive function.
If you have not locked the required projects, you may receive a warning error message.
Make sure to choose the Merge Option in Siebel Tools Import Wizard.
14 Import the following SIF files:
■ .\AIA251\ACR474_Workaround\Applet\Order Entry - Line Item List Applet (Sales).sif
■ .\AIA251\ACR474_Workaround\Bitmap Category\Order Status.sif
■ .\AIA251\ACR474_Workaround\Business Component\Order Entry - Line Items.sif
■ .\AIA251\ACR474_Workaround\Business Service\SIS OM PMT Service.sif
■ .\AIA251\ACR474_Workaround\Icon Map\Graphical indicator - Order Status.sif
■ .\AIA251\ACR474_Workaround\Integration Object\ISS Order.sif
15 Compile all of the objects listed above using the Compile Selected Object option and save the SRF file to the <Siebel Server Install folder>\objects\ENU\siebel_sia.srf folder on the installed Siebel server.
16 Import and activate the workflows listed in the following table from \AIA251\ACR474_Workaround\WFs into Siebel Tools:
a Within Siebel Tools > Object Explorer, select Workflow Process.
b Right-click on the right side pane ‘Workflow Processes’ and import the .xml file into Siebel Tools from the WFs folder. Refer to the list of workflows in the preceding table to know which project these workflows need to be imported into.
c Activate the workflows by clicking on “Deploy+ Activate” button to activate the workflows.
d Repeat Step b and Step c c for of all the workflows in the folder.
17 Import the rest of the SIF files from the SIFFiles folder AIA251\8113_Addendum\ into Siebel Tools using the Siebel Tools > Import from Archive function.
If you have not locked the required projects, you may receive a warning error message.
Make sure to choose Merge Option in Siebel Tools Import Wizard.
Import the following SIF files:
■ .\ AIA251\8113_Addendum\Business Component\SWI Internal Product VOD.sif
■ .\AIA251\8113_Addendum\Business Component\SWI Match Account VBC.sif
■ .\ AIA251\8113_Addendum\Business Component\SWI Match Contact VBC.sif
Process NameNew/Modified Project
Pricing Procedure - Calculate Net Price Toolkit Modified Row Set Transformation
SIS OM Edit Service Order Line Item Modified SIS OM Base Architecture
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■ .\ AIA251\8113_Addendum\Business Component\UMF Passive Message Virtual BusComp.sif
■ .\AIA251\8113_Addendum\Business Service \MatchAccountSiebelReqABCSImplService.sif
■ .\AIA251\8113_Addendum\Business Service \MatchContactSiebelReqABCSImplService.sif
■ .\AIA251\8113_Addendum\DMGSchemaChanges\S_PRO_CFG_ITEM.sif
■ .\AIA251\8113_Addendum\Integration Object\SWIOrderIO.sif
18 Compile all of the preceding objects using the Compile Selected Object option and save the SRF file to the <Siebel Server Install folder>\objects\ENU\siebel_sia.srf folder on the installed Siebel server.
19 If the Table Promotions project is not already locked, lock it.
20 Within Siebel Tools, query for the S_PRO_CFG_ITEM table.
21 Use the "Apply/DDL" button to apply the changes to the physical database.
22 Import the workflows listed in the following table into Siebel Tools and then activate the workflows.
a Within Siebel Tools > Object Explorer, select Workflow Process.
b Right-click on the right-side pane ‘Workflow Processes’ and import the .xml file into Siebel Tools from the Workflows folder. Refer to the list of workflows in the preceding table to know which project these workflows need to be imported into.
c Click the “Deploy+ Activate” button to activate the workflows.
d Repeat Step b and Step c for of all the workflows in the folder.
23 Modify the run time events for promotions:
a Navigate to the Administration - Runtime Events screen.
b Click the Action Sets view.
Three applets appear.
c In the first applet, Action Sets, search for the 'Cache Refresh BC - ISS Promotion Pricing Components List Applet' Action Set.
Process Name New/Modified Project
SWI External Account Integration Process Modified Web Service Integration
SWI External Contact Integration Process Modified Web Service Integration
SWI External Contact Req Integration Process Modified Web Service Integration
SWI External Customer Req Integration Process Modified Web Service Integration
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d For this Action Set, in the bottom form applet, there is a control with the 'Business Service Context' label. For this control, the previous value was only "ISS Promotion Pricing Components", "ISS Promotion Pricing Rules Summary". Another new entry was added to this and now the value for this control is "ISS Promotion Pricing Components", "ISS Promotion Pricing Rules Summary", "Promotion Config Item".
Note that there should be a space after the comma.
[This step needs to be performed only if it is required.]
24 Release the variable maps:
a Navigate to Site Map > Admin - Order Management > Variable Maps, and query for the following:
❏ Default Pricing Variable Map - Row Set - Basic
❏ Default Pricing Variable Map - Row Set
❏ Default Pricing Eligibility Variable Map - Row Set
b Release a new version of each of the above objects and then bounce the server.
25 Release the signal:
a Navigate to Site Map > Admin - Order Management > Signal and query for the ReviseCopyOrder signal.
b Release a new version of the above object and then bounce the server.
26 Enable component groups for order creation.
NOTE: Bounce the server after enabling the compgrp and synchronizing it.
a Navigate to Administration - Server Configuration > Enterprises > Component Groups and query for each of the following Component Groups and, if Enable State = Disabled, click <Enable>:
❏ SIA
❏ Siebel CME [Alias- Communications]
❏ Siebel ISS [Alias- ISS]
❏ Workflow Management [Alias- Workflow]
❏ HTIM
❏ EAI
*Note through Srvrmgr Command Prompt - Enable compgrp <Alias>
b After enabling the necessary components, navigate to Administration - Server Configuration > Enterprises > Synchronize. Select all the records and then click Synchronize.
27 Activate workflows.
a Navigate to Site Map > Administration Business Process > Workflow Deployment > Active Workflow Processes and in the second applet, complete one of the following tasks:
❏ Query for SIS*,Pri*,PSP*,ISS*,Elig*,eSales*.
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❏ Query for the following groups: Eligibility & Comp, Asset Based Ordering, Pricer, eSales, Product Promotions, Configurator, C/OM UI processes, CUT eSales (only for SIA, not for SEA), and Product Recommendation, and delete the groups manually after deactivating the processes. To deactivate these groups, select them all and then select Deactivate Process. You can check the Deployment Status as Inactive.
b Delete all the records.
c In the first applet, complete one of the following tasks:
❏ Query for SIS*,Pri*,PSP*,ISS*,Elig*,eSales*.
❏ Query for the following groups: Eligibility & Comp, Asset Based Ordering, Pricer, eSales, Product Promotions, Configurator, C/OM UI Processes, CUT eSales (only for SIA, not for SEA), and Product Recommendations, and then activate all the workflows.
28 Restart the Siebel Server.
29 Launch the Siebel Communications application.
30 Complete the following steps for defining the end point URL for ABS (Outbound Webservices)
a Log into the Siebel application as an administrator and navigate to the Site Map.
b Select Administration - Web Service > Outbound Web Services.
c Query for "*JMS* OR *ABCS* OR *ESB* OR *ConfiguratorUserLangSiebelAdapter* OR SyncCustomerSiebelEventAggregator" on the Name field of the Web Services applet.
❏ AdjustmentSiebelCommsReqABCS
❏ CalculateShippingChargeSalesOrderSiebelReqABCSImpl
❏ CheckATPSalesOrderSiebelReqABCSImpl
❏ ConfiguratorUserLangSiebelAdapter
❏ CreditCheckSalesOrderSiebelReqABCSImpl
❏ ESB_AccountBalanceSiebelCommsReqABCS_Service
❏ ESB_ConfiguratorCopyConfigEbizAdapter_Service
❏ ESB_InvoiceSiebelCommsReqABCS_Service
❏ ESB_UnbilledUsageSiebelCommsReqABCS_Service
❏ FetchAccountSiebelReqABCSImpl
❏ FetchContactSiebelReqABCSImpl
❏ MatchAccountSiebelReqABCSImpl
❏ MatchContactSiebelReqABCSImpl
❏ PaymentAuthorizationSalesOrderSiebelReqABCSImpl
❏ PaymentSiebelCommsReqABCS
❏ ProcessSalesOrderSiebelCommsJMSProducer
❏ RequestProductStructureSiebelJMSProducer
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❏ SyncCustomerSiebelEventAggregator
❏ SyncInstalledProductListSiebelCommsReqABCSImpl
❏ UpdateCreditAlertSiebelCommsReqABCSImpl
d Change the Address field for each outbound Web service to point to http://ap6039fems.us.oracle.com:7797.
e For Inbound Web Services, navigate to Administration - Web Services > Inbound Web Services, and make sure that the corresponding Web Services are active. If they are not, change the status from "Inactive" to "Active" and click the Clear Cache button.
NOTE: Query for these inbound web services --- * ISS *; * Update Order *; * SWI Update *, SWI*.
Setting Up and Configuring Workflow PoliciesIn order to enable the workflow policies, the following components should be configured and running on Siebel Server (in addition to the Application Object Manager component).
NOTE: Enabling the EAI and Workflow Component Groups in the Siebel Server will start all the required components stated above for transaction logging.
To set the Workflow Management component group■ Check that the Workflow Management component group is enabled with its components by
navigating to Administration > Server Management > Components, and then querying for Workflow*.
To generate trigger with parameter Remove = TRUE
1 Navigate to Administration -> Server management -> Jobs) to generate trigger.
2 Create a Job for Component Generate Triggers by clicking New and typing Generate Triggers under Component/Job.
3 Define the Job Parameters with the following values:
Table 12. Siebel Component Groups
Component Name Component Alias Component Group
Enterprise Integration Mgr EIM EAI
EAI Object Manager (ENU) EAIObjMgr_enu EAI
Workflow Process Manager WfProcMgr Workflow
Workflow Process Batch Manager WfProcBatchMgr Workflow
Workflow Monitor Agent WorkMon Workflow
Generate Triggers GenTrig Workflow
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■ EXEC = TRUE
■ Privileged User = <Table Owner>
■ Privileged User Password = <Table Owner>
■ Remove = TRUE
■ Trigger File Name: trigger.sql
4 Start the job.
NOTE: If the job parameters do not appear when you query for them, then search for them in the Advanced or Hidden section.
Configuring Workflow Monitor Agent1 Navigate to Administration - Server Configuration > Enterprises > Component Definitions, and
query for WorkFlow*.
2 Make a copy of the Workflow Monitor Agent in Administration - Server Configuration -> Component Definition and change the name to "Workflow Monitor Agent SWI".
3 Change the Alias name to 'WorkMonSWI'.
4 Change the Group Name to "SWI Customer Update Policy Grp" in the component Parameter applet (down). (Under Component Parameters query for "Group Name" and type the SWI Customer Update Policy Grp under Value).
5 Change the Action Interval to a value 5.
6 Change the Sleep Time to a value 15.
7 Change the Default Task to 1.
8 Change the status of the new component to "Active" by clicking Activate.
9 Synchronize the components.
Configuring Default Task for Workflow Monitor AgentServer Manager Parameter named Show Advanced Objects controls the display of all the objects that are marked for the advanced user.
Workflow Monitor Agent has a parameter called 'Default Tasks' which has been hidden and should only be displayed or available to advanced users. In order to reveal this hidden parameter, complete the following steps.
To reveal hidden Default Tasks parameter
1 Navigate to Administration - Server Configuration > Servers.
2 In the top Siebel Servers applet, select the server on which you want to modify the parameter. Under the Component subtab, query for the Server Manager component.
3 Under the Parameters subtab, query for Show Advanced Objects.
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4 Change the value to 'True'.
NOTE: You must log out from your current user session and log back into the application in order for the parameter to take effect.
5 Change the Default Task parameter to 1.
Starting the Tasks for Workflow Monitor Agent for Customer SynchronizationThis section describes the steps to start tasks for the component that is online/enabled.
1 Navigate to Administration - Server Management and select Tasks.
2 Query for the Task "WorkMonSWI" and Start Task.
Alternatively, use Server Manager to start task.
3 Start srvrmgr.
srvrmgr /g <gatewayserver> /e <enterpriseserver> /s <siebelserver> /u <userid> /p <password>
4 Start task for component WorkMonSWI.
To restart the server
1 Stop the Siebel Server.
2 Rename the existing diccache.dat file in the path <Installed Directory> \ses\siebsrvr\bin.
3 Restart the Siebel Server.
Generating the TriggerMake sure that the User SADMIN has the necessary privileges for generating triggers before running this procedure.
To generate the trigger
1 Navigate to Administration > Server management > Jobs.
2 Create a job for the "Generate Triggers" component by clicking New and typing "Generate Triggers" under Component/Job.
3 Define the Job Parameters with the following values:
■ EXEC = TRUE
■ Privileged User = <Table Owner>
■ Privileged User Password = <Table Owner>
■ Trigger File Name: trigger.sql
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4 Start the job.
NOTE: If the job parameters information does not appear when you query for it, then search for it in Advanced or Hidden section.
5 After about five minutes, check for log details for the task for the new workflow monitor component "Workflow Monitor Agent SWI" by navigating to Administration > Server Management > Tasks.
6 If errors occur, check whether all configurations have been done properly and then repeat “To restart the server” on page 198 and “To generate the trigger” on page 198.
Enabling Required System PreferencesUse the following procedure to enable required system preferences.
To enable required system preferences
1 Navigate to Administration - Application > System Preferences in the application, query for the following list of PIPs, and set the value to TRUE:
❏ Enable AIA Comms
❏ Enable AIA MDM
❏ Enable AIA OrderToCash
❏ Enable AIA Testing
CAUTION: Set the system preference to TRUE only for the required PIPs. The AIA Comms PIP and the AIA OrderToCash PIP cannot coexist.
2 Query for 'Validate Due Date' in the 'System Preference Name' field and set the 'System Preference Value' to 2. If querying for this preference does not yield any results, create this value.
3 Query for 'Cancel Error Mode' in the 'System Preference Name' field and set the 'System Preference Value' to 3 (the default value).
4 Update the AIA Version system preference according to the AIA version that you are using. The following versions are available:
■ 2.0.1
■ 2.4
■ 2.5
■ 2.5.1
NOTE: If you select any values other than the ones listed above, the application may not function as expected.
5 Restart the Siebel Server.
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Setting Up the Integration UserThis section describes the integration user setup process. We have introduced a new flag to identify an integration user (needed while integration testing). This user credential needs to be configured (at AIA side) for the Siebel Inbound Web services call from AIA side to avoid the boomerang effect.
The following procedures describe the process of setting up the integration user:
Setting Order Priority for AQUse the following procedure to set order priority for AQ.
1 Navigate to the Administration - Data > List Of Values view.
2 Query for Type equals SWI_ORDER_JMS_PRIO_MAPPING.
3 Change the values in the Language-Independent Code column to define the new mapping as per following table:
4 Click Clear Cache to clear the cache.
Advanced Queue Configuration1 Extract oc4j-extended.zip from http://download.oracle.com/otn/java/oc4j/101330/
oc4j_extended_101330.zip to a folder in a machine where the Siebel server is installed, such as D:\JMS folder.
2 Copy Siebel.jar and SiebelJI_enu to D:\JMS folder, these jar files can be found in <Siebel Server installation directory>\classes folder
3 Copy jndi.jar file from FMW to D:\JMS\j2ee\home\lib folder.
4 Copy "com/evermind/util/JCAProperties.class" from the oc4j-internal.jar file to the D:\JMS folder.
Steps Expected Result
Login as SADMIN
Navigate to Administration-User ' Employee view The list applet should contain the integration user flag
Configure a new integration user by setting the integration user flag to Y for a specific user.
Display Value Language-Independent Code
Low 6
Medium 4
High 2
Urgent 0
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5 Create a file with name ‘jndi.properties’ with following details in the path D:\JMS:
java.naming.factory.initial=com.evermind.server.rmi.RMIInitialContextFactory
java.naming.provider.url=opmn:ormi://<IP Address of the FMW server>:<OPMN Port No>:oc4j_soa
java.naming.security.principal=anonymous
For example:
java.naming.factory.initial=com.evermind.server.rmi.RMIInitialContextFactory
java.naming.provider.url=opmn:ormi:// 152.68.240.154:6009:oc4j_soa
java.naming.security.principal=anonymous
Make sure that there are no extra spaces in the jndi.properties file.
6 Create a Named Subsystem in the Siebel application through the server management.
a Connect to the server manager from the command prompt from the bin directory of the Siebel installed folder with the following command.
Srvrmgr /g <gatewayserver> /e <enterpriseserver> /s <siebelserver> /u <userid> /p <password>
Example: srvrmgr /g sdc78198svqe:4330 /e siebel /s sdc78198svqe /u sadmin /p sadmin
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b Run the following command to create the named subsystem and add the jar file into the class path.
Create named subsystem JAVA for subsystem JVMSubSys withDLL=C:\Sun\SDK\jdk\jre\bin\server\jvm.dll, CLASSPATH = D:\JMS;D:\JMS\Siebel.jar;D:\JMS\rdbms\jlib\aqapi.jar;D:\JMS\jdbc\lib\ocrs12.jar;D:\JMS\jdbc\lib\ojdbc14dms.jar;D:\JMS\jdbc\lib\orai18n.jar;D:\JMS\SiebelJI_enu.jar;D:\JMS\j2ee\home\lib\adminclient.jar;D:\JMS\j2ee\home\lib\jndi.jar;D:\JMS\j2ee\home\lib\jta.jar;D:\JMS\j2ee\home\oc4jclient.jar;D:\JMS\j2ee\home\lib\bcel.jar;D:\JMS\j2ee\home\lib\jms.jar;D:\JMS\j2ee\home\lib\javax77.jar;D:\JMS\lib\dms.jar;D:\JMS\opmn\lib\optic.jar;D:\JMS\j2ee\home\lib\ejb.jar;., VMOPTIONS= D:\JMS\log\jms.log
For Unix Environment the CLASSPATH should be separated by : (colon) while for windows it should be ; (semicolon). So, the above command for Unix environment has to be the following:
Create named subsystem JAVA for subsystem JVMSubSys withDLL= /usr/jdk1.5.0_06/jre/lib/sparc/client/libjvm.so, CLASSPATH = /export/home/qa1/JMS:/export/home/qa1/JMS/Siebel.jar:/export/home/qa1/JMS/rdbms/jlib/aqapi.jar:/export/home/qa1/JMS/jdbc/lib/ocrs12.jar:/export/home/qa1/JMS/jdbc/lib/ojdbc14dms.jar:/export/home/qa1/JMS/jdbc/lib/orai18n.jar:/export/home/qa1/JMS/SiebelJI_enu.jar:/export/home/qa1/JMS/j2ee/home/lib/adminclient.jar:/export/home/qa1/JMS/j2ee/home/lib/jndi.jar:/export/home/qa1/JMS/j2ee/home/lib/jta.jar:/export/home/qa1/JMS/j2ee/home/oc4jclient.jar:/export/home/qa1/JMS/j2ee/home/lib/bcel.jar:/export/home/qa1/JMS/j2ee/home/lib/jms.jar:/export/home/qa1/JMS/j2ee/home/lib/javax77.jar:/export/home/qa1/JMS/lib/dms.jar:/export/home/qa1/JMS/opmn/lib/optic.jar:/export/home/qa1/JMS/j2ee/home/lib/ejb.jar:., VMOPTIONS= /export/home/qa2/JMS/log/jms.log
Make sure that the path is correct for all the files and that the CLASSPATH ends with a . (dot). Here qa2 should be replaced with the appropriate folder name.
7 Log into the Siebel application and navigate to Site Map > Administration Server Configuration > Profile Configuration.
a Query for the Profile with Alias Name ‘JAVA’ in the profile list and make sure the parameters are correct.
b For the Windows environment, edit the value of VMOPTIONS to -Djms.log=D:\JMS\log\jms.log.
c For the Solaris environment, edit the value of VMOPTIONS to -Xusealtsigs -Xrs -Djms.log=/export/home/qa2/JMS/log/jms.log.
Make sure that the JMS/log folder exists and has the write permission.
8 Restart the Siebel Server.
NOTE: For more information, see the Siebel Enterprise Application Integration (EAI) documentation on the Siebel Bookshelf at http://www.oracle.com/technology/documentation/siebel.html.
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Configuring Corresponding Web Services for Advanced Queue (AQ)The following section contains information about how to configure corresponding Web services for AQ. For more detailed information about AQ configuration, refer to the topic, “Process of Configuring JMS Messaging Between Siebel Business Applications and Oracle SOA Suite Using Oracle Advanced Queuing” section Transports and Interfaces: Siebel Enterprise Application Integration on the Siebel Bookshelf.
Use the following procedure to configure corresponding Web services for AQ.
To configure corresponding Web services
1 Navigate to Site Map > Administration - Web Services > Outbound Web Services and query for SWI*.
2 Change the transport to JMS and address as:
jms://<queue name>@<connection factory>
<queue name> will be in the below format:
java:comp/resource/ <Resource Provider Name as configured >/Queues/<queue name>
<connection factory> will be in the below format:
java:comp/resource/<Resource Provider Name as configured>/QueueConnectionFactories/QCF
Queues must have been created as part of AIA installation. Please refer the same queue name here.
3 To locate the Connection Factory Name, log into Application Server control, and navigate to oc4j_soa ' Administration > Database Persistence.
Here you can find the Resource Provider Name if it is configured.
Example: jms://java:comp/resource/AIA_JMS_RP/Queues/AIA_SALESORDERJMSQUEUE@java:comp/resource/AIA_JMS_RP/QueueConnectionFactories/QCF
4 After changing the address, click Clear Cache.
Required Tasks for the Order to Cash PIPNOTE: The following tasks are required if you are using Order to Cash PIP.
Use the following procedure to disable Asset-Based Ordering.
To disable Asset-Based Ordering
1 Log into the Siebel application, and navigate to Site Map > Administration - Server Configuration > Servers > Parameters.
2 Query for the corresponding object manager for the application (such as htimObjMgr_enu for application HTIM).
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3 Query for the ‘Order Management - Enable Asset Based Ordering’ parameter in the parameter list for the component, and set the value to False.
4 Restart the Siebel Server.
Running EIM Data MigrationThis section describes how to run the EIM jobs for implementing the O2C PIP.
Data Migration SequenceThe below entities should be executed in sequence to maintain the data integrity. This includes the pre-and post EIM activities, which need to be carried out manually.
Before you begin the EIM import, note the following:
■ Make sure that the Siebel Server is running.
■ Make sure that the Siebel EIM component is online and is running properly. (To check this, navigate to the Administration - Server Configuration or Administration - Server Management screens.)
■ To avoid data loss, do not restart the Siebel Server while the EIM job is running.
■ After you have completed the data load for one country, make backup copies of the EIM logs, for status verification. These logs are located in the siebsrvr/logs directory.
Checking EIM Component AvailabilityUse the following procedure to check EIM component availability.
To check EIM component availability
1 Navigate to the Administration - Server Management screen, then Servers, and then the Component Groups view. Make sure that the component group Enterprise Application Integration is active and online.
S.No Main Entities Task Type
1 Organization Manual
2 Inventory Location Manual
4 Products EIM
5 Post EIM Product Release Manual
5 Pricelist EIM
6 Customers EIM
7 Assets EIM
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2 Make sure that the Enterprise Integration Manager component within the Workflow Management component group is also active and online.
3 Navigate to the Administration - Server Configuration screen, then Enterprise, then Component Groups, and then the Components Group Assignments view.
4 Make sure that the Enterprise Application Integration Component Group is enabled.
Setting Up Organizations and Inventory LocationsUse the following procedure to set up organizations and inventory locations.
To set up organizations
1 Navigate to the Administration - Group screen, and then the Organizations view.
2 Create the required organizations.
NOTE: Enter information into the Organization Name field but leave the Site field blank.
To set up inventory locations
1 Navigate to the Administration - Data screen, and then the Inventory Locations view.
2 Create inventory locations.
NOTE: Make sure that the inventory location is associated with the correct location.
Executing the EIM JobUse the following procedure to execute the EIM job.
To execute the EIM job
1 Place the respective IFB file on the server machine using the Siebsrvr/Admin file path, as shown in the following example:
2 Make sure that the SESSION SQL statement of the [UPDATE ACCOUNT NUMBER] section of the Customer Ifb file is modified in order to reflect the working instance:
Component IFB File
Product Product.ifb
Pricelist Pricelist.ifb
Customer Customer.ifb
Asset Asset.ifb
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UPDATE ORA19111.EIM_ACCOUNT SET OU_NUM = T_ORG_EXT__RID WHERE IF_ROW_BATCH_NUM=100
where ORA19111 is the working instance.
Also, the same should be considered for the [UPDATE INTEGRATION ID] section of the Pricelist.ifb file:
SESSION SQL = "UPDATE ORA19111.EIM_PRI_LST SET PL_INTEGRATION_ID = NULL WHERE PL_INTEGRATION_ID IS NOT NULL"
For Pricelist.ifb, comment the second process using a terminate symbol (so that it becomes inactive and only the first process is executed), like this:
[IMPORT ALL PRICELISTS]
TYPE = SHELL
INCLUDE = "IMPORT PRICELIST"
;INCLUDE = "UPDATE INTEGRATION ID"
Once EIM imports all of the pricelist data and the Integration Id is populated, the administrator needs to run another ODI API to populate the cross-reference database. Then, the administrator needs to run EIM again to nullify integ_id. The format of the IFB file for the second run will look like:
[IMPORT ALL PRICELISTS]
TYPE = SHELL
;INCLUDE = "IMPORT PRICELIST"
INCLUDE = "UPDATE INTEGRATION ID"
All the job parameters should remain the same for both of the runs.
3 Log into the application with administrator credentials in order to be able to access the Server Management screen.
4 Navigate to the Administration - Server Management screen, and then the Jobs view.
5 Click New and select "Enterprise Integration Mgr" in the Component/Job tab.
6 In the "Job Parameters" applet, fill in the following parameters:
■ Configuration file = .Ifb File name
■ Error Flags = 1
■ SQL Trace Flags = 8
■ Trace Flags = 1
7 After passing parameters, click Submit Job.
8 In the Jobs view, for each job that you have executed, make sure that the Status column displays “Success” for the jobs that you have executed.
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9 Check the status in the EIM table by executing the SQL statements in the following section. In each case, make sure that the status is IMPORTED.
ProductsProduct Header:
SELECT COUNT(*),IF_ROW_STAT FROM EIM_PROD_INT
WHERE IF_ROW_BATCH_NUM = '100'
GROUP BY IF_ROW_STAT
Product Details:
SELECT COUNT(*),IF_ROW_STAT FROM EIM_PROD_INT1
WHERE IF_ROW_BATCH_NUM = '100'
GROUP BY IF_ROW_STAT
Product-Inventory Locations:
SELECT COUNT(*),IF_ROW_STAT FROM EIM_PRODINVLOC
WHERE IF_ROW_BATCH_NUM = '100'
GROUP BY IF_ROW_STAT
PricelistsIn this case since the same set of records are processed twice by the two separate sections of the IFB file: one meant for importing the Pricelist Records and other meant for updating the Integration Id to NULL, you will get the DUP_REC_EXISTS status in the EIM tables.
SELECT COUNT(*),IF_ROW_STAT FROM EIM_PRI_LST
WHERE IF_ROW_BATCH_NUM = '100'
GROUP BY IF_ROW_STAT
CustomersAddress:
SELECT COUNT(*),IF_ROW_STAT FROM EIM_ADDR_PER
WHERE IF_ROW_BATCH_NUM = '100'
GROUP BY IF_ROW_STAT
Account:
SELECT COUNT(*),IF_ROW_STAT FROM EIM_ACCOUNT
WHERE IF_ROW_BATCH_NUM = '100'
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GROUP BY IF_ROW_STAT
Account Details:
SELECT COUNT(*),IF_ROW_STAT FROM EIM_FN_ACCNT1
WHERE IF_ROW_BATCH_NUM = '100'
GROUP BY IF_ROW_STAT
Customer:
SELECT COUNT(*),IF_ROW_STAT FROM EIM_CONTACT
WHERE IF_ROW_BATCH_NUM = '100'
GROUP BY IF_ROW_STAT
AssetsThere are two sections in the IFB file: For Importing Assets and For Updating the Parent Assets.
Hence the status will show DUP_REC_EXISTS
SELECT COUNT(*),IF_ROW_STAT,IF_ROW_BATCH_NUM FROM EIM_ASSET
WHERE IF_ROW_BATCH_NUM = '100'
GROUP BY IF_ROW_STAT,IF_ROW_BATCH_NUM
Use the following procedure to check the EIM log.
To check the EIM log
1 From the Jobs view in the Administration - Server Management screen, navigate to the Tasks View in the same screen.
2 Get the Task Number from the Task field.
3 Navigate to the Siebsrvr\log directory and query for the locate the log file using the Task #. The log file contains details about of every level of processing, as well as information about any errors.
Postinstallation TasksYou must perform the tasks listed in this section.
NOTE: These postinstallation tasks only apply to the Order to Cash PIP.
To release the products
1 Navigate to the Administration - Business Service screen.
2 In the top applet, create a new record with the following values:
■ Service Name: ISS Authoring Import Export Service
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■ Method Name: Post_EIM_Upgrade
3 In the bottom applet, create the Input Argument by creating pop up icons on the Property Name Field, using the following values:
Property Name: ReportOnly
Value: FALSE
Property Name: RootObjectType
Value: ISS_JWS
Property Name: RootObjectName
Value: Staging Mode 1
NOTE: The RootObjectName should be any meaningful name for the Joint Workspace Project. This will be created automatically after the Business Service is executed from the simulator.
4 Click the Run button in the top applet and wait until the job ends.
To get the joint workspace Row ID
1 Navigate to the Administration - Product screen, and then the Workspace Projects view.
2 Query for the value provided for the RootObjectName input parameter given while running the ISS Authoring Import Export Service (as in Step 4 of “To release the products” on page 208).
3 Go to the Menu option and click the About Record method or use the keyboard shortcut (CTRL + ALT + K) while on the active record.
4 Make a note of the Row # value displayed in the pop-up applet, as you will need this value to provide the input argument to the workflow process.
To release the noncustomizable and orderable products
1 Navigate to the Administration - Business Process screen, then Workflow Deployment, and then the Repository Workflow Processes view.
2 In the "Active Workflow Processes" view, search for the "SWI Initial Load Non CP Order Release" workflow to make sure that the active version of the workflow is present in the repository.
3 If this record is not present, query for the “SWI Initial Load Non CP Order Release” workflow in the “Repository Workflow Processes" applet, and click Activate after you locate the record.
4 If the workflow is not present in either of the previous applets, within the Active Workflow Processes applet, select Menu, select the Import Processes functionality, and choose the SWI Initial Load Non CP Order Release -WF.xml file from the Browse window.
5 Navigate to the Administration - Server Management screen, and then the Jobs view.
6 Click the New button on the top applet to create a new job, and enter "Workflow Process Batch Manager" as the value for “Component/Job”.
7 Navigate to the "Job Parameters" applet and create the following two new values:
■ Name= “Workflow Process Name”
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■ Value = “SWI Initial Load Non CP Order Release”
■ Name “Search Specification”
■ Value = [Par JWS Id] = '6SIA-4HVMH' AND [Orderable Flag] = 'Y' AND [Product Def Type Code] <> LookupValue ("PROD_TYPE_CD", "Customizable")
NOTE: The Parent Joint Workspace Id value is the same as the one in Step 5 of “To get the joint workspace Row ID” on page 209.
8 Click the "Submit" button and wait until the job ends successfully.
Configuring Oracle ConfiguratorUse the following instructions to apply the run changes for the configuration to the database.
To apply runtime Siebel configuration changesThe following runtime configuration changes need to be done before you can launch Oracle configurator.
1 Login to eCommunications/HTIM application from a browser
2 Navigate to Site Map > Administation Business process > Repository workflow process.
a In the top applet Query for the workflows imported above and activate them.
b Make sure they are in active state by querying in the bottom applet.
3 Navigate to Site Map > Administation Order Management > Signals.
a Query for the Signal "Customize".
b Lock the signal record and click on Workspace.
c Change the service name to SWI Configurator Load.
d Navigate back to Signals view and click the "Release New Version" button to release a new version of the signal.
e Query for the Signal "QuotesAndOrdersValidate".
f Lock the signal record and click on Workspace.
g Replace the Siebel Verification with Oracle Batch Validate'. Change all four records with sequence #2.
❏ Mode = Quote, Instance Type = Line Item - Change Service Name column to "Oracle Verify Item (Quote)"
❏ Mode = Order, Instance Type = Line Item - Change Service Name column to "Oracle Verify Item (Order)"
❏ Mode = Quote, Instance Type = Header - Change Service Name column to "Oracle Verify Header (Quote)"
❏ Mode = Order, Instance Type = Header - Change Service Name column to "Oracle Verify Header (Quote)"
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4 Navigate to Administration Runtime Events > Events and click Menu > Reload Runtime Events.
5 Navigate to Administration - Application > Views.
a Click New to create the following new views:
❏ CZRuntimeInstanceView (JS)
❏ CZRuntimeInstanceView (JS) - Agreement
❏ CZRuntimeInstanceView (JS) - Order (Sales)
❏ CZRuntimeInstanceView (JS) - Favorites
b For each view assign the appropriate responsibility so that user with that responsibility can navigate to this view.
This is part of seed data. It should be done when exporting the seed data.
6 Navigate to Administration - Integration > WI Symbolic URL List.
a From the top applet use the drop-down menu (bold highlighted menu) and select Host Administration.
b Add a new host entry:
❏ Host Name: <Oracle EBIZ host name:port number> for example qapache.us.oracle.com:3710
❏ Virtual Name: OracleConfigurator
c Select "Symbolic URL Administration" and add new record in the top applet.
❏ Name: OracleCfgURL (Note: This symbolic name is very important because server side business component code relies on this name)
❏ URL: http://OracleConfigurator/OA_HTML/CfgSebl.jsp
❏ Choose the host name: for example qapache.us.oracle.com:3710
❏ Fixup Name: Default
❏ SSO Disposition: IFRAME
d In the bottom applet, add arguments to the URL:
Create a new record with the following values:
❏ Name: InitMessage
❏ Req Arg: checked
❏ Argument Type: Profile Attribute
❏ Argument Value: CZInitMessage
❏ Append as argument: checked
Add another new row:
❏ Name: PostRequest
❏ Required Arg: Checked
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❏ Argument Type: Command
❏ Argument Value: PostRequest
❏ Append as argument: Not-Checked
Complete the following two steps to set up the "SSO" login into Oracle Apps. The "SSO" login is the preferred style to access Oracle. If "SSO" login is not set up, then the Siebel end user will have to know and enter Oracle login credentials at the login page.
e For the next two arguments enter the values for Argument Value as specified. UserLoginId and UserLoginPassword are function names used by Siebel SSO. These functions look up the Oracle login credentials for the current Siebel User. Putting anything else in will require that you log into an Oracle Applications for Configurator session.
f Continue to add arguments to the same URL.
❏ Name: username
❏ Required Arg: Checked
❏ Argument Type: Command
❏ Argument Value : UserLoginId
❏ Append as argument: Checked
g Add the final argument
❏ Name: password
❏ Required Arg: Checked
❏ Argument Type: Command
❏ Argument Value: UserLoginPassword
❏ Append as argument: Checked
h Select "SSO Systems Admin List" and add a record in the top applet.
❏ System Name: OracleConfigSSO
❏ Symbolic URL Name: OracleCfgURL
❏ Description: Logs in to the Oracle Configurator
i In the bottom applet "SSO System Users" add records for the Siebel users that will be invoking Oracle configurator. The Siebel usernames will be paired with Oracle login credentials. For example:
❏ Siebel Login Name: sadmin
❏ Login Name: operations
❏ Password: welcome
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7 Navigate to Administration - Server Configuration > Components Select "eCommunications Object Manager (ENU)" Component and select "Order Management - Enable Asset Based Ordering" Parameter and set this value to False to call Oracle configurator instead calling Siebel Configurator.
"HTIM Object Manager (ENU)" Component and select "Order Management - Enable Asset Based Ordering" Parameter and set this value to False to call Oracle configurator instead of calling Siebel Configurator.
The following workflows would need to be activated for Configurator to work. Note that these are not workflows that were introduced as part of Oracle Configurator integration, but are existing ones.
■ Account - New Quote
■ Account - New Order
■ Goto*
■ PSP*
■ Product Compatibility*
■ Product Eligibility*
■ Product Reco*
■ *Pric*
■ Compatibility Multiple Popup Workflow
■ Config*
■ Check*
Adding Siebel Custom Applications to Oracle Applications Several custom Oracle Applications need to be created to allow models to be accessed from Siebel. These custom applications are used during the publication phase of Oracle Configurator Model development cycle.
To add Siebel Custom Applications to Oracle Applications
1 Log in to Oracle Applications with credentials that have the Sys Administrator privilege.
2 Choose Application > Register.
Forms will start up.
3 The form page for Applications > Register should be displayed. If not, navigate to the form.
4 Create three new entries each with four values:
■ Siebel Quote Integration |SEBLQ | DUMMY_TOP |Provides integration between Siebel Quote and Oracle Configurator
■ Siebel Order Entry Integration | SEBLO | DUMMY_TOP | Provides integration between Siebel Order Entry and Oracle Configurator
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■ Siebel Agreement Integration | SEBLA | DUMMY_TOP | Provides integration between Siebel Agreement and Oracle Configurator
The new applications now must be added to Oracle Configurator Publication Applicability list.
5 Change responsibility to Configurator Administrator.
6 Choose Application to Publication Applicability List and add the applications.
This step runs a concurrent program. Once the program runs these new applications will be available during model publication.
Refer to Oracle documentation for Configurator for the entire process of developing models for calling applications.
Copy Config Web Service Setup1 Log in to the eCommunications/HTIM application from a browser.
2 Navigate to Administation Web Services > Outbound Web Services.
3 Click Import to import 'ESB_ConfiguratorCopyConfigEbizAdapter_Service.XML'.
4 Click Import to import 'ConfiguratorUserLangSiebelAdapter.XML'.
NOTE: Step 1 through 4 is part of seed data. It should be done when exporting the seed data.
5 After importing, change the IP Address on the Service Ports (middle applet) for each of the above Web Services.
Copy Config Data Map Setup1 Log in to eCommunications/HTIM application from a browser and navigate to Administration -
Application > Data Map Administration.
2 For the following Data Maps, add three columns: 'External Configurator Reference 1','External Configurator Reference 2', 'External Configurator Reference 3' to both the Source and the Destination Column in 'Data Map Field' section for the 'Data Map Component' specified in the paranthesis below.
■ AutoAgreement(Data Map Component:Line Item)
■ AutoAgreeFromOrder(Data Map Component Name:Line Items)
■ CopyOrder(Data Map Component Name:Line Item)
■ CopyQuote(Data Map Component Name:Line Item)
■ OrderToTemplate(Data Map Component Name:Line Item)
■ QuoteToSalesOrder(Data Map Component Name:Line Item)
■ QuoteToServiceOrder(Data Map Component Name:Line Item)
■ QuoteToTemplate(Data Map Component Name:Line Item)
■ ReviseAgreement(Data Map Component Name:Line Item)
■ ReviseOrder(Data Map Component Name:Line Item)
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■ ReviseQuote(Data Map Component Name:Line Item)
■ TemplateToOrder(Data Map Component Name:Line Item)
■ TemplateToQuote(Data Map Component Name:Line Item)
DoCompression Parameter Setup1 Stop the Siebel Server.
2 Backup the file D:\19924\eappweb\bin\eapps.cfg.
NOTE: The folder D:\19924 has been suggested here, but if you have installed the application someplace else, please make sure that you refer to the eapps.cfg file in your installation.
3 Edit D:\19924\eappweb\bin\eapps.cfg using Notepad.
CAUTION: Do not use Wordpad, as this will cause incorrect characters to be added to the file.
4 Reset the DoCompression parameter in the [defaults] section. It should now be DoCompression=FALSE.
5 Restart the machine.
NOTE: Restarting the Siebel Server will not be enough.
Applying Changes for the Signal1 Navigate to Administration - Order Management > Signal.
2 Change the following Signal sequences if required. By locking the signal and click the Workspace, do the following Sequence changes and release the signal by clicking the Release button.
Service Name Service Type Sequence Condition Active Mode
SWISendCalculateShippingCharge
Workflow 1 SystemPreference("Enable AIA OrderToCash")="TRUE
Yes Order
ISS Tax Calculation Service Business Service 2 Yes Order
ISS Shipping Calculation Service
Business Service 3 No Order
ISS Tax Calculation Service Business Service 2 Yes Quote
ISS Shipping Calculation Service
Business Service 3 Yes Quote
Service NameService Type Sequence Condition Active Mode
SWISendPaymentAuthorization Workflow 1 SystemPreference("Enable AIA OrderToCash")="TRUE”
Yes Payment
ISS Credit Card Transaction Service
Business Service
2 Yes Payment
ISS Credit Card Transaction Service
Business Service
2 Yes Quote
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Service Name Service Type Sequence Condition Active Mode
SWISendCreditCheck Workflow 1 SystemPreference("Enable AIA OrderToCash")="TRUE”
Yes Payment
ISS Credit Check Service Business Service
2 Yes
Service Name Service Type Sequence Condition Active Mode
SWISendATPCheckLine Workflow 1 SystemPreference("Enable AIA OrderToCash")="TRUE”
Yes Order
ISS ATP Service BusinessService 2 Yes
Service Name Service Type Sequence Condition Active Mode
SWISendATPCheck Workflow 1 SystemPreference("Enable AIA OrderToCash")="TRUE
Yes Order
ISS ATP Service Business Service 2 Yes
Service NameService Type Sequence Condition Active Mode
SWI Configurator Load
Workflow 1 SystemPreference("Enable AIA OrderToCash")="TRUE”
Yes
Service NameService Type Sequence Condition Active Mode
PSP Driver Workflow Process
Workflow 1 Yes Order
PSP Driver Workflow Process
Workflow 1 Yes Order
Verify Header (Order)
Workflow 2 SystemPreference("Enable AIA OrderToCash")<>"TRUE”
Yes Order
Oracle Verify Header (Order)
Workflow 2 SystemPreference("Enable AIA OrderToCash")="TRUE”
Yes Order
Verify Item (Order)
Workflow 2 SystemPreference("Enable AIA OrderToCash")<>"TRUE”
Yes Order
Oracle Verify Item (Order)
Workflow 2 SystemPreference("Enable AIA OrderToCash")="TRUE”
Yes Order
PSP Driver Workflow Process
Workflow 1 Yes Quote
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Fixing State Model for Quote StatusTo make Quote Status work, you can extend the related State Model activation date.
1 Navigate to Administration - Application > State Model and search for "TNT SHM Quote Status".
2 Extend its activation date until 2020 (leave day and month as sysdate).
Other Order to Cash Configuration Steps1 Inactivate the field map.
a Navigate to Administration - Application > Data Map Administration and query for Data Map Object 'ReviseOrder' and Data Map Component 'Header' and Data Map Field 'Back Office Process Status'.
b Inactive this field map by selecting the Inactive Check box.
2 Change/Activate data validation rules.
a Navigate to Administrator > Data Validation > Rule Sets and query for the following rule sets:
❏ O2C Order Validation
❏ O2C Payment Authorization
❏ O2C Quote Validation
❏ O2C Cancel Order Validation
❏ SWI Revise Order Validation
PSP Driver Workflow Process
Workflow 1 Yes Quote
Verify Item (Quote)
Workflow 2 SystemPreference("Enable AIA OrderToCash")<>"TRUE”
Yes Quote
Oracle Verify Item (Quote)
Workflow 2 SystemPreference("Enable AIA OrderToCash")="TRUE”
Yes Quote
Verify Header (Quote)
Workflow 2 SystemPreference("Enable AIA OrderToCash")<>"TRUE”
Yes Quote
Oracle Verify Header (Quote)
Workflow 2 SystemPreference("Enable AIA OrderToCash")="TRUE”
Yes Quote
Service NameService Type Sequence Condition Active Mode
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3 Activate these five rule sets by clicking the Activate button on the top applet.
Rule Name Expression SequenceBusiness Component
Apply To
Return Code
Account (SystemPreference("Enable AIA OrderToCash")="FALSE") OR (([Account Id] IS NOT NULL AND [Bill To Account Id] IS NOT NULL AND [Bill To Address Id] IS NOT NULL AND [Ship To Account Id] IS NOT NULL AND [Ship To Address Id] IS NOT NULL))
1 PDS Simplified Order Entry - Orders
Current Record
O2C-Order-002
Status (SystemPreference("Enable AIA OrderToCash")="FALSE") OR ([Status] = LookupValue("FS_ORDER_STATUS","Booked"))
2 PDS Simplified Order Entry - Orders
Current Record
O2C-Order-002
Resubmit (SystemPreference("Enable AIA OrderToCash")="FALSE") OR (([Back Office Process Status] IS NULL) OR ([Back Office Process Status] = LookupValue("EAI_ORDER_SYNC_STATUS","Error on Creating")))
3 PDS Simplified Order Entry - Orders
Current Record
O2C-Order-003
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Payment ((SystemPreference("Enable AIA OrderToCash")="FALSE") OR ((([Payment Method] =LookupValue("PAYMENT_METHOD_CODE","Credit Card") OR [Payment Method] = LookupValue("PAYMENT_METHOD_CODE","Purchase Order")) AND [Payment Status] = LookupValue("FUNDRQ_STATUS","Approved")) OR ([Payment Method] NOT LIKE LookupValue("PAYMENT_METHOD_CODE","Credit Card") AND [Payment Method] NOT LIKE LookupValue("PAYMENT_METHOD_CODE","Purchase Order")) OR ([Payment Method] IS NULL)))
4 Payments All Records
O2C-Order-004
Credit Hold (SystemPreference("Enable AIA OrderToCash")="FALSE") OR ([Hold Flag] ="N" )
5 PDS Simplified Order Entry - Orders
Current Record
O2C-Order-005
Cancel Reason not empty
NOT(SystemPreference("Enable AIA OrderToCash")="TRUE" AND ([Request To Cancel] = "Y" AND [Cancel Reason] IS NULL))
6 PDS Simplified Order Entry - Line Items
All Records
SWI_CANCEL_ORDER_002
Rule Name Expression SequenceBusiness Component
Apply To
Return Code
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Rule Name Expression Sequence
Business Component Apply To Return Code
Card Filled
(SystemPreference("Enable AIA OrderToCash")="FALSE") OR (([Payment Method] =LookupValue("PAYMENT_METHOD_CODE","Credit Card") AND [Credit Card Number - Display] IS NOT NULL) OR [Payment Method] <> "Credit Card")
1 Payments Current Record
O2C-Order-006
Rule Name Expression SequenceBusiness Component Apply To
Return Code
O2C Account (SystemPreference("Enable AIA OrderToCash")="FALSE")OR ([Account Id] IS NOT NULL )
1 PDS Simplified Quote
Current Record
O2C-Quote-002
O2C Ship Address
(SystemPreference("Enable AIA OrderToCash")="FALSE") OR ([Ship To Address] IS NOT NULL)
2 PDS Simplified Quote
Current Record
O2C-Quote-004
O2C Bill Address
((SystemPreference("Enable AIA OrderToCash")="FALSE") OR ([Bill To Address] IS NOT NULL ))
3 PDS Simplified Quote
Current Record
O2C-Quote-003
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O2C Already Processed
(SystemPreference("Enable AIA OrderToCash")="FALSE") OR ([EAI Status] IS NULL OR [EAI Status] = LookupValue("EAI_ORDER_SYNC_STATUS","Error on Creating") or [EAI Status] = LookupValue("EAI_ORDER_SYNC_STATUS","Creating in Back Office"))
4 PDS Simplified Quote
Current Record
O2C-Quote-005
O2C Quote Status
(SystemPreference("Enable AIA OrderToCash")="FALSE") OR ([Status] = LookupValue("QUOTE_STATUS","Approved"))
5 PDS Simplified Quote
Current Record
O2C-Quote-001
Rule Name Expression SequenceBusiness Component Apply To
Return Code
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Rule Name Expression SequenceBusiness Component Apply To
Return Code
SWI Active Check
(SystemPreference("Enable AIA OrderToCash")="FALSE")OR ([Account Id] IS NOT NULL )
1 PDS Simplified Order Entry - Orders
Current Record
SWI Order Revise 001
SWI Revise Order
(SystemPreference("Enable AIA OrderToCash")="FALSE") OR (([Back Office Process Status] = LookupValue("EAI_ORDER_SYNC_STATUS","Created in Back Office")) OR (([Status] = LookupValue("FS_ORDER_STATUS","Booked"))) AND (([Status] <> LookupValue("FS_ORDER_STATUS","Shipped")) AND ([Status] <> LookupValue("FS_ORDER_STATUS","Closed"))))
2 PDS Simplified Order Entry - Orders
Current Record
SWI Order Revise 002
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SWI Revise Order Line
(SystemPreference("Enable AIA OrderToCash")="FALSE") OR((([Status] = LookupValue("FS_ORDER_STATUS","Booked")) OR ([Status] = LookupValue("FS_ORDER_STATUS","Picked")) OR ([Status] = LookupValue("FS_ORDER_STATUS","Cancelled")) OR ([Status] = LookupValue("FS_ORDER_STATUS","Pending")) OR ([Status] = LookupValue("FS_ORDER_STATUS","Shipped")) OR ([Status] = LookupValue("FS_ORDER_STATUS","Closed")) OR ([Status] = LookupValue("FS_ORDER_STATUS","Configured Item created"))))
3 PDS Simplified Order Entry - Orders
All Records
SWI Order Revise 003
SWI Back Office Check
(SystemPreference("Enable AIA OrderToCash")="FALSE") OR ([Back Office Process Status] = "Created in Back Office")
4 PDS Simplified Order Entry - Orders
Current Record
SWI Order Revise 002
Rule Name Expression SequenceBusiness Component Apply To
Return Code
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4 Restart the Siebel Server.
5 Launch the Siebel Communications application.
Required Tasks for the COMM PIPNOTE: The following tasks are required if you are using the COMM PIP.
To activate the rule sets for Comms
1 Query for the “Order Validation” rule set.
Rule Name Expression SequenceBusiness Component Apply To Return Code
PONR Not Reached
NOT(SystemPreference("Enable AIA OrderToCash")="TRUE" AND ([Status] = LookupValue ('FS_ORDER_STATUS', 'Shipped')) or ([Status] = LookupValue ('FS_ORDER_STATUS', 'Closed')) or ([Status] = LookupValue ('FS_ORDER_STATUS', 'Fulfilled')) or ([Status] = LookupValue ('FS_ORDER_STATUS', 'Supply Eligible')))
1 PDS Simplified Order Entry - Line Items
All Records SWI_CANCEL_ORDER_001
Cancel Reason not empty
NOT(SystemPreference("Enable AIA OrderToCash")="TRUE" AND ([Cancel Reason] IS NULL))
2 PDS Simplified Order Entry - Line Items
Current Record
SWI_CANCEL_ORDER_002
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2 If two versions are displayed as active, select the earliest version.
For example, if the active versions are 5 and 6, select version 5.
3 Select Deactivate Rule Set from the submenu.
4 Navigate to Administration - Runtime Events > Events screen, and select Reload Runtime Events from the drop-down list.
NOTE: If two active versions are displayed for “SWI Order Validation Rule Set”, use the procedure detailed above.
Running EIM Data Migration for CommsThis section defines the detailed steps to run the EIM jobs for Siebel applications as a part of the Creating and Updating Credit Alerts for Collection Flows functionality in AIA COM 2.5. The ODI interface will be triggered to transport the required data for creating/updating Credit Alerts from BRM into the Siebel EIM tables. EIM scripts will be then executed to load the data into the SFA base tables.
Before you begin your import, do the following:
■ Make sure that the Siebel Server is up and running.
■ Make sure that the Siebel EIM component is online and running properly. To check this, navigate to the Administration - Server Configuration and Administration - Server Management screens.
■ To avoid data loss, do not restart the Siebel server while the EIM job is running.
■ After you have completed loading data for one country, make a backup copy of the EIM logs for status verification. (These logs are located under siebsrvr/logs.)
Use the following procedure to execute the EIM job to create and update credit alerts.
To execute the EIM job to create and update credit alerts
1 Move the ProcessAlertsAndBillingProf.ifb file from <Tools Installation directory>/REPPATCH/ACR474/EIM to <Siebel Installation Directory>/ses/siebsrvr/ADMIN.
2 Run the EIM job with the ProcessAlertsAndBillingProf.ifb configuration file.
3 Verify that the EIM job is successful.
NOTE: If the Order to Cash PIP is enabled, the Asset-Based Ordering parameter for the corresponding object manager for the application has to be set to False.
This section describes the integration user setup process. We have introduced a new flag to identify an integration user (needed while integration testing). This user credential needs to be configured (at AIA side) for the Siebel Inbound Web services call from AIA side to avoid the boomerang effect.
Enabling Dynamic Pricing (Customer Order Management)The pricing module is available in multiple licensing modes and each mode is associated with either the 'Basic Pricing Procedure' or the 'Dynamic Pricing Procedure'. Below is the definition of both:
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Dynamic Pricing■ This provides the complete pricing capabilities such as attribute pricing, promotions, aggregate
discounts, and so on.
■ It leverages the variable maps that contain the XA child variable maps.
■ It is available only to those customers that have the 'Dynamic Pricer' license.
■ Dynamic Pricing can also be enabled by selecting "Enable Dynamic Pricing" from Admin - Pricing > Price List > In Applet Level Menu dropdown select "Enable Dynamic Pricing".
■ This is a new implementation in 8.1.1. On selecting "Enable Dynamic Pricing", all the necessary changes will be done.
Configuring the Email Notification for the Product Class and Attribute Query FeatureUsers to whom emails need to be sent need to be added to the user list.
To add/change the email addresses for the user list
1 Navigate to Administration - Users > Users.
2 Add user name and user ID.
3 Add the email address in the contact information of the child applet.
4 Navigate to Administration - Group > User Lists.
5 Query for the "SCE Users" user list. If it does not appear, create it.
6 Add the users created in the user list.
The user list created above is passed in the run time events. Use the following procedure to add the changed user list.
To change the BO/BC/Field name to extract the email addresses
1 Navigate to Administration - Run Time Events > Action Set.
2 Query for the "EmailNotify" action set.
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3 Query for the 'GetEmailAddr' action in the child applet
The following is the business service context syntax-
"Parent BC Record Name";"Field Name in Child BC ";"BO Name ";"Parent BC";"Child BC"
For instance-
"SCE Users";"Email Address";"Account";"Account";"Contact"
or
"SCE Users";"EMail Addr";"User List";"User List";"User"
The following three run-time events use the action set described above.
Four communications templates are used to send email messages. The Attribute Defn and Product Class templates are already configured. Use the following procedure to configure/edit other templates.
To edit/configure email template text
1 Create a notepad file called "Attribute_Template.txt" and add the following values:
❏ Attribute Name: [Name]
❏ Description: [Description]
❏ Type: [Type]
❏ Object Number: [Object Number]
❏ XRef Class Name: [XRef Class Name]
2 Create a notepad file called "Class_Template.txt" and add the following values:
❏ Class Name: [Name]
❏ Description: [Description]
❏ Type: [Type]
❏ Object Number: [Object Number]
3 Navigate to Administration - Communication > All Templates > Template Items.
Sequence Object Type Object Name Event Subevent Action Set Name
1 BusComp Attribute VOD BusComp
PreInvokeMethod SendEmail EmailNotify
2 BusComp ISS Class VOD BusComp
PreInvokeMethod SendEmail EmailNotify
3 BusComp ISS Joint Workspace BusComp
PreInvokeMethod SendEmail EmailNotify
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4 Query for "Workspace Attribute Defn Template" and click on Template Items View.
5 Attach the "Attribute_Template.txt" file created in Step 1 in the template item.
6 Navigate to Administration - Communication > All Templates > Template Items.
7 Query for "Workspace Product Class Defn Template" and click on Template Items View.
8 Attach the "Class_Template.txt" file created in Step 2 in the template item.
9 Make sure that "ISS Joint Workspace VOD Pick BucComp" is selected in the iteration child business component for above two template items.
The communication template names are added in the user properties of the BCs listed in the following table.
The SMTP Server name, From Email Address, and POP server details are added in the a Communication profile. Use the following procedure to add the SMTP server name, From Email Address, and POP server details.
To change the SMTP Server name, From Email Address, and POP server details
1 Navigate to Administration - Communications > Communications Drivers and Profiles.
2 Query for the "Internet SMTP/POP3 Server" communication driver, and if it does not exist, then create it, using the following values:
■ Name: Internet SMTP/IMAP Server
■ Channel Type: Email
■ Channel String: POP3SMTP
■ Library Name: sscmmail
■ Outbound: Yes
3 Query for "Default SMTP" in child applet. If it does not exist, then create it.
4 Change the SMTP and POP Server details in the grandchild applet, using the following values:
■ From Address: [email protected]
■ POP3 Account Name: support
Business Component User Property Template Name
ISS Joint Workspace BusComp
PackageNameList|Attribute Definition
Workspace Attribute Defn Template
ISS Joint Workspace BusComp
PackageNameList|Product Class Definition
Workspace Product Class Defn Template
Attribute VOD BusComp PackageNameList Attribute Defn Template
ISS Class VOD BusComp PackageNameList Product Class Template
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■ POP3 Account Password: support
■ POP3 Server: demohost.siebel.com
■ SMTP Server: rgmamersmtp.oraclecorp.com
The communication profile is added the in the user properties of the BCs listed in the following table:
To set up the Time-Based Offering feature
1 Create Product Master Data.
a Create three attributes:
❏ Duration (Number/Enumerated, values 1, 2,3, … 31)
❏ DurationUnitOfMeasure (Text/Enumerated values: Days, Months, Years)
❏ DurationValidityStart (Text/Enumerated Values: Original Start, Now, Original End)
b Create a class with the above three attributes.
NOTE: The Class attributes names and the attribute definition names must be identical.
c For the TBO Discount products synced from BRM. Change the Structure type to ‘Customizable’ and Product Type should be “Time Based Offer” and associate the above TBO class to this product.
2 Create Job to Inactive Assets.
a Navigate to Server Management, and then Jobs, and create a new Job.
❏ Select Component as “Workflow Process Batch Manager”.
❏ Select Repeating as “Y”.
❏ Select Requested Server as the Siebel Server.
❏ Select Repeat Unit as “Days”.
❏ Select Repeat Interval as “1”.
❏ Select Repeat From as “Scheduled Start”.
b Navigate to Job Parameters and create a new parameters.
c Select Name “Workflow Process Name” and specify the Value = “SWI Asset Status Update”.
d Select Name as “Search Specification” and specify the Value if necessary.
3 Create Revision Data Maps.
a Navigate to Administration – Application, and then Data Map Administration.
Business Component User Property Template Name
ISS Joint Workspace BusComp
CommProfileOverride Default SMTP Profile
Attribute VOD BusComp CommProfileOverride Default SMTP Profile
ISS Class VOD BusComp CommProfileOverride Default SMTP Profile
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b In Data Map Object, query for Name = “Revise Order” or “ReviseQuote”.
c In Data Map Component, query for Name = “Line Item”.
d In Data Map Field, add the fields that needs to be copied during revision (such as Service End /Service Start Date/Due Date).
4 Configure the business service.
The business service name must be specified as the value for the “Business Service Query Access List” server component parameter.
For example, if the server component is “eCommunications Object Manager (ENU)”, then go to its parameters and query for Name = “Business Service Query Access List” and add Value = “CMU External Integration Service”. Then, the server component should be restarted to take effect after the change in the component parameter value.
5 Release the data maps:
a Navigate to Site Map > Administration- Order Management > Variable Maps.
b In Variable Map, query for the following:
❏ Default Pricing Eligibility Variable Map - Row Set
❏ Default Pricing Variable Map - Row Set
❏ Default Pricing Variable Map – XA
c Lock the preceding variable maps and release a new version.
Tasks Required for the MDM PIPThe following tasks are required if you are using the MDM PIP.
To activate the workflow policies
1 Navigate to Administration - Business Process Screen, and then Workflow Policies view.
2 Query for the following workflow policies and remove the "Expiration" date:
■ SWI Account Address Sync Policy
■ SWI Account Contact Sync Policy
■ SWI Account Sync Policy
■ SWI Address Sync Policy
■ SWI Contact Address Sync Policy
■ SWI Contact Sync Policy
3 Remove the existing Triggers.
4 Generate the Triggers.
5 Restart Siebel Services.
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By default, the Workspace Release Flag user preference is set to N. If you want to release products into the Siebel application automatically, you must change this preference.
To customize the Workspace Release flag
1 Navigate to Site Map > Administration - Application > System Preferences.
2 Query for 'Workspace Release Flag', set the value to N, and restart the server.
Instructions for ACR 475Use the procedures in the following section to configure ACR 475.
System Requirements for ACR 475The following section contains information about the supported databases and operating systems for ACR 475.
System Requirements for DRMDRM version 11.1.2.0.3 is certified with Siebel 8.1.1.4.
The following operating systems are supported:
■ Microsoft Windows 2003 and 2008
The following database is supported:
■ Oracle 10g/11g
The following homogenous operating system/database combinations are certified:
NOTE: Both Oracle and IIR servers are on the same operating system and both the Oracle database and the IIR database are on the same database.
■ Microsoft Windows 2003/Oracle 11g
NOTE: Hyperion Data Relationship Management is only supported on the Windows platform.
Release Notes for ACR 475The following section contains information about known issues with ACR 475.
Software Version Description
ADF 11.1.1.54.7 Oracle framework for the Java application
ANT 1.6 A Java-based build tool
JDK 1.6 Provides runtime for the Java application
Weblogic 10gR3 Ja va application server
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Querying for New Prospects Causes ErrorCategory: Data Quality
Subcategory: ODQ Connector
Product Version: 8.1.1.4
Change Request: 12-215L8J5
When users query for a newly-created prospect, they receive an error message.
■ Within Prospect Mapping, do the following:
■ Change the Vendor Mapping Id to Row Id.
■ Within Siebel Tools, navigate to the List Mgmt Prospective Contact business component, add a new field called RowId, and map it to Id.
Installer Does Not Overwrite Customer Version of CCHtmlType.swfChange Request: 12-1TK672L
Product: Siebel 8.1.1.1 QF3101
The installer does not automatically overwrite the customer version of the CCHtmlType.swf file. The UI-related fixes will not take effect unless the configuration files are delivered by the installer. To receive the updated configuration files, users must set the Overwrite flag to “Y” in the Siebel.ini file.
1 Copy the patch installer onto the local machine.
2 Change the value of OverWriteConfig=Yes in the following files:
❏ Siebel_Enterprise_Server/enu/siebel.ini
❏ Siebel_Enterprise_Server/siebel.ini
❏ Siebel_Web_Server_Extension/enu/siebel.ini
❏ Siebel_Web_Server_Extension/siebel.ini
3 Install the base release and the patch.
Back Button Navigates Incorrectly When Tabs PresentChange Request: 12-1UTNLYY
Product: Siebel 8.1.1.1 QF3103
The Back button navigates incorrectly when tabs are present in the DGM screen.
Workaround: None
Initial Load Process Does Not Support Cross-Database PullChange Request: 12-1VJIM79
Product: Siebel 8.1.1.1 QF3103
The Initial Load process does not support cross-database (platform) data pull.
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Workaround: Have the same database type for Siebel and IIR.
Installation Overview for ACR 475The following section contains an overview of the different builds that you must install to be able to implement ACR 475.
Installation Sequence for ACR 475The installation sequence for ACR 475 for UCM 8.2 is as follows: Siebel 8.1.1. SIA + Siebel 8.1.1.1 Fix Pack + Siebel 8.1.1.4 Fix Pack.
Zip Files for ACR 475■ The ACR437_UCM.zip file. This file is packaged with the Siebel 8.1.1.1 Fix Pack.
■ The ACR475A_UCM.zip, ACR475B_UCM.zip, ACR475B_UCM_1.zip, ACR475B_UCM_2.zip, ACR475B_UCM_3.zip, and ACR475B_UCM_4.zip files.
The following is an overview of the installation process.
1 Install the Siebel Tools build and connect to the server database.
2 Navigate to the Siebel Tools installation directory <Tools Install Director>\REPPATCH folder.
3 Unzip the ACR437_UCM.zip file from <Tools Install Directory>\REPPATCH and configure ACR 437 using the instructions provided in the Siebel Maintenance Release Guide, Version 8.1.1.x. To access this guide, from within My Oracle Support, navigate to the Knowledge tab and search for Doc ID 880452.1.
4 Unzip the ACR475A_UCM.zip file from <Tools Install Directory>\REPPATCH and import the seed data for ACR 475A. For instructions, see “Configuration Instructions for ACR 475A” on page 234.
5 Complete the ACR 437 and ACR 475A setup, including applying the Base Tables and EIM Table schemas.
CAUTION: It is important that you complete the entire setup for ACR 437 and ACR 475A before you make the repository changes for ACR 475B.
6 Unzip the ACR475B_UCM.zip and ACR475_UCM_1.zip files from <Tools Install Directory>\REPPATCH and perform the required configuration changes.
7 Unzip the ACR475B_UCM_2.zip file from <Tools Install Directory>\REPPATCH and perform the required configuration changes.
8 Unzip the ACR475B_UCM_3.zip file from <Tools Install Directory>\REPPATCH and perform the required configuration changes.
CAUTION: If you want to use DRM, do not unzip the UCM_3.zip file.
9 Unzip the ACR475B_UCM_4.zip file from <Tools Install Directory>\REPPATCH and perform the required configuration changes.
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Configuration Instructions for ACR 475AUse the procedures in the following sections to install and configure ACR 475A.
CAUTION: In order to implement ACR 475B, you must already have installed ACR 437 and ACR 475A. ACR 437 was included in the Siebel 8.1.1.1 Fix Pack. For information about how to install and configure ACR 437, see the Siebel 8.1.1.x Maintenance Release Guide on My Oracle Support. To access this guide, navigate to the Knowledge tab, and search for Doc ID 880452.1. For information about how to install ACR 475A, see “Configuration Instructions for ACR 475A” on page 234.
Configuration Instructions for ACR 475AThe following section contains information about how to install and configure ACR 475A.
NOTE: For more information about what functionality ACR 475A provides, see Oracle Universal Customer Master for Higher Education Constituent Hub Administration Guide on My Oracle Support. To access the guide, navigate to the Knowledge tab and search for Doc ID 863982.1.
This section includes information on how to set up and configure Oracle Higher Education Constituent Hub Web services. The following topic is included:
“Process for Configuring Oracle Higher Education Constituent Hub Web Services” on page 234
Both the Match and Fetch Web service are set up with the following tasks. If you need to manually configure the Web services, see Doc ID 763962.1 on My Oracle Support.
Process for Configuring Oracle Higher Education Constituent Hub Web ServicesYou must set up and configure the Web Services.
To set up Oracle Higher Education Constituent Hub Web services for ACR 475A, perform the following tasks:
■ “Importing the SIF Files” on page 234
■ “Compiling the SRF and Restarting the Siebel Server” on page 237
■ “Importing Seed Data” on page 238
Importing the SIF FilesThis task is a step in “Process for Configuring Oracle Higher Education Constituent Hub Web Services” on page 234.
SIF files contain Siebel object definitions that can be imported into Siebel Tools to replace existing definitions. Following successful application of ACR 475A, you will then locate and import the SIF files that came with the Quick Fix into Siebel Tools. This SIF file contains object definitions that are different from those contained in your present repository.
To import the .sif files
1 Navigate to the Siebel Tools installation directory <Siebel Tools Install Directory>\REPPATCH.
2 Unzip the .sif files from the Tools\ACR475A_UCM.zip file.
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3 Open the Sifs folder, and verify that the following .sif files are present:
■ Tables.sif
NOTE: Be sure to import Tables.sif before EIMtables.sif.
■ Applets.sif
■ BusinessComponents.sif
■ BusinessObjects.sif
■ BusinessService.sif
■ EIMTables.sif
■ IntegrationObjects.sif
■ Links.sif
■ PickList.sif
■ Screen.sif
NOTE: Before importing the SymbolicStrings.sif file, make sure the following parameter value is set in tools.cfg file: SymStrPrefix = SBL_.
■ SymbolicStrings.sif
■ Views.sif
4 After verifying that the .sif files are all present, log on to Siebel Tools.
5 Lock the following projects:
■ Contact
■ Symbolic Strings
■ Table CIF
■ Table Person
■ UCM CDM Child
■ UCM Data Management
■ UCM Higher Education
■ UCM SDH
■ VEAI UCM CIF
■ VEAI UCM CIF UI
■ Web Service Integration
■ EIM CIF
■ EIM Person
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■ LOY Profiles
TIP: Use the following query to get the list of projects to lock or unlock: {Contact or Symbolic Strings OR Table CIF OR Table Person OR UCM CDM Child OR UCM Data Management OR UCM Higher Education OR UCM SDH OR VEAI UCM CIF OR VEAI UCM CIF UI OR Web Service Integration OR EIM CIF OR EIM Person OR LOY Profiles}.
6 From the Tools menu, choose Import from Archive.
7 Import the first SIF file, using the Merge option.
8 Repeat Step 6 and Step 7 for the remaining SIF files.
9 In the Object Explorer, query for tables that have been modified, by using the Changed flag.
10 Make sure that the query returns the following values:
■ S_CONTACT
■ S_CONTACT_NAME
■ S_CONTACT_UCMX
■ S_CON_IDNTY_DOC
■ S_UCM_ADDR_PER
■ S_UCM_CONTACT
■ S_UCM_CON_CHILD
■ S_UCM_ORG_EXT
■ EIM_UCM_ADRPER
■ EIM_UCM_CON
■ EIM_UCM_CONCHLD
■ EIM_UCM_ORG
■ EIM_CONTACT3
11 Select a modified table, then click the Apply/DLL button.
The Choose Option window appears.
12 Choose Apply, then click OK.
A prompt appears requiring login credentials.
13 Enter the required information for your database, including the exact ODBC name for your database.
14 Click Apply.
The modification process may take a moment.
15 Once the process is finished, click OK to finish the table schema changes.
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16 Repeat Step 11 through Step 15 until all required tables have been modified.
TIP: You can apply the schema changes to all the tables in one pass by selecting the Current Query in the Tables drop-down in the Apply Schema window. To perform this you have to have executed a query with changed flag set.
Compiling the SRF and Restarting the Siebel Server This task is a step in “Process for Configuring Oracle Higher Education Constituent Hub Web Services” on page 234.
The Siebel repository: siebel_sia.srf is located at: <ServerInstallLocation>\ses\siebsrvr\objects\enu\siebel_sia.srf. Compile the business object changes you made in the preceding steps for the changes to take effect.
To compile and restart the Siebel Server
1 Stop the Siebel Server.
2 In Siebel Tools, compile the following projects:
■ Contact
■ Symbolic Strings
■ Table CIF
■ Table Person
■ UCM CDM Child
■ UCM Data Management
■ UCM Higher Education
■ UCM SDH
■ VEAI UCM CIF
■ VEAI UCM CIF UI
■ Web Service Integration
■ EIM CIF
■ EIM Person
■ LOY Profiles
3 In the Object Explorer, navigate to integration objects.
4 Query for the Integration Objects that were imported from the .sif files.
The following Integration Objects were modified for ACR 475A:
❏ SwiPersonIO
❏ SwiPersonPublishIO
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❏ CIFContact
❏ CIFContactInsert
❏ CIFContactInsertRs
❏ CIFContactUpdate
❏ CIFContactUpdateRs
❏ CIFContactUpsert
❏ CIFContactUpsertRs
❏ UCMContactSourceDataAndHistory
5 For each of the Integration Objects that were imported, choose Undeploy from the right-click menu, then step off the record to retain changes.
6 From the right-click menu, choose Deploy to Runtime database.
7 Start the Siebel Server using the newly compiled SRF.
Importing Seed DataThis task is a step in “Process for Configuring Oracle Higher Education Constituent Hub Web Services” on page 234.
To import seed data
1 From the Windows Start menu, select Control Panel, Administrative Tools, then Data Sources ODBC.
2 Click the System DSN tab.
3 Click Add, then choose the Siebel Oracle90 driver.
4 Enter a data source name, and the name of the server you will be connecting to.
TIP: For an Oracle Database, enter the TNS service name that you created to connect your tools to the Oracle Database.
5 Navigate to <Tools Install Directory>\REPPATCH\ACR475A.
6 Before executing the next step make sure dataimp.exe exists in the <Tools Install directory>\bin directory.
Importing Seed Data For ENU ImplementationsENU implementations require you to import two .dat files which contain seed data. Instructions are as follows:
To import required .dat files
1 Run the following command to import the seed.dat file:
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<Tools Install Directory>\bin\dataimp /u <USERNAME> /p <PASSWORD> /f <Tools Install Directory>\REPPATCH\ACR475A_UCM\SeedData\ACR475A_Seed.dat /l <Tools Install Directory>\temp\dataimp_seed.log /c <ODBC Source Name> /d <Table Owner> /i <Tools Install Directory>\REPPATCH\ACR475A_UCM\SeedData\<Database Platform>\ACR475A_Seed.inp /e n /h log
NOTE: The /e n switch enforces the dataimp process to only look at tables in the imp file. To track unique constraint violations, see the /h log file.
■ Replace Tools Install Directory with your Siebel Tools installation directory.
■ Replace ODBC Source Name with the ODBC you created in Step 3 of the “To import seed data” procedure.
■ Replace Database Platform with your database platform, (for example: Oracle, MSSQL, and so on).
■ Replace username with your database user Id.
■ Replace password with your database password.
2 Run the following command to import the ENU seed.dat file:
<Tools Install Directory>\bin\dataimp /u <USERNAME> /p <PASSWORD> /f <Tools Install
Directory>\REPPATCH\ACR475A_UCM\SeedData\ENU\ACR475A_Seed_Locale_ENU.dat /l <Tools
Install Directory>\temp\dataimp_seed.log /c <ODBC Source Name> /d <Table Owner> /i
<Tools Install Directory>\REPPATCH\ACR475A_UCM\SeedData\<Database
Platform>\ACR475A_seed_locale_ENU.inp /e n /h log.
■ Replace Tools Install Directory with your Siebel Tools installation directory.
■ Replace ODBC Source Name with the ODBC you created in Step 3 of the “To import seed data” procedure.
■ Replace Database Platform with your database platform, (for example: Oracle, MSSQL, and so on).
■ Replace username with your database user ID.
■ Replace password with your database password.
3 Review the Siebel Tools Install Directory>\temp\dataimp_seed.log file to make sure that the import was completed successfully.
Importing Seed Data For Non-ENU ImplementationsNon-ENU implementations require you to import two .dat files: the base ENU seed.dat and the locale specific, seed_locale_XXX.dat, where XXX is the language code. Instructions are as follows:
To import required .dat files
1 Run the following command to import the seed.dat file:
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<Tools Install Directory>\bin\dataimp /u <USERNAME> /p <PASSWORD> /f <Tools Install Directory>\REPPPATCH\ACR475A_UCM\SeedData\ENU\ACR475A_Seed_Locale_ENU.dat /l <Tools Install Directory>\temp\dataimp_Seed.log /c <ODBC Source Name> /d <Table Owner> /i <Tools Install Directory>\REPPATCH\ACR475A_UCM\SeedData\<Database Platform>\ACR475A_seed_LOCALE_ENU.inp /e n /h log
NOTE: The /e n file enforces the dataimp process to only look at tables in the imp file. To track unique constraint violations, see the /h log file.
■ Replace Tools Install Directory with your Siebel Tools installation directory.
■ Replace ODBC Source Name with the ODBC you created in Step 3 of the “To import seed data” procedure.
■ Replace Database Platform with your database platform, (for example: Oracle, MSSQL, and so on).
■ Replace username with your database user Id.
■ Replace password with your database password.
2 Run the following command to import the seed_locale_XXX.dat file:
<Tools Install Directory>\bin\dataimp /u SADMIN /p sadmin /f <Tools Install
Directory>\REPATCH\ACR475A_UCM\SeedData\<LANG>\ACR475A_seed_locale_xxx.dat /l
<Tools Install Directory>\temp\dataimp_seed_lang.log /c <ODBC Source Name> /d <Table
Owner> /e n /h log.
■ Replace Tools Install Directory with your Siebel Tools installation directory.
■ Replace ODBC Source Name with the ODBC you created in Step 3 of the “To import seed data” procedure.
■ Replace Database Platform with your database platform, (for example: Oracle, MSSQL, and so on).
■ Replace username with your database user Id.
■ Replace password with your database password.
3 Review the Siebel Tools Install Directory>\temp\Seed.log file to make sure that the import was completed successfully.
Configuration Instructions for ACR 475BNOTE: You must have installed the Siebel 8.1.1.1 Fix Pack, ACR 437, and ACR 475A before you can install ACR 475B. For information about how to install ACR 437, see Siebel Maintenance Release Guide Version 8.1.1.x on My Oracle Support. To access this guide, navigate to the Knowledge tab, and search for Doc ID 880452.1. For information about how to install ACR 475A, see “Configuration Instructions for ACR 475A” on page 234.
Importing the SIFs and Workflows in the ACR 475B_UCM.zip FileUse the following procedure to import the SIFs and workflows packaged in the ACR 475B_UCM.zip file.
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To import the SIFs and workflows for ACR 475B
1 Verify that the Sifs folder within the ACR475B_UCM.zip file contains the following .sif files:
❏ Applets.sif
❏ Applications.sif
❏ BusinessComponents.sif
❏ BusinessObjects.sif
❏ BusinessServices.sif
❏ Classes.sif
❏ Command.sif
❏ Dlls.sif
❏ EBCTable.sif
❏ EIMTables.sif
❏ IntegrationObjects.sif
❏ Links.sif
❏ Menu.sif
❏ PickList.sif
❏ Screens.sif
❏ SymbolicStrings.sif
❏ Tasks.sif
❏ Tables.sif
❏ Views
❏ WebTemplates.sif
❏ Workflows.sif
NOTE: The Tables.sif file should be imported before you apply the EIM changes. Apply this table in merge mode.
2 Verify that the SIFs folder within the ACR475B_UCM_1.zip file contains the following .sif files:
❏ BS_UCM_DataQualityManager.sif
❏ WF_UCMBatchProcess.sif
3 Log into Siebel Tools, and lock the following projects:
❏ Account
❏ Account (SSE)
❏ Account Hierarchy
❏ Comm Manager
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❏ Common Components
❏ Contact
❏ DNB Data
❏ DQ ISS Integration
❏ DeDuplication
❏ Household
❏ LOY Profiles
❏ Menu
❏ Server Components - Object Manager
❏ Siebel Workflows - Seed
❏ Symbolic Strings
❏ Table CIF
❏ Table Organization
❏ Table Party
❏ Table Person
❏ UCM CDM Child
❏ UCM Data Management
❏ UCM Hierarchy Management
❏ UCM Higher Education
❏ UCM Merge
❏ UCM Privacy Management
❏ UCM SDH
❏ UCM Survivorship
❏ UCM Task UI
❏ UCM Unmerge
❏ VEAI UCM Account ASI
❏ VEAI UCM CIF
❏ VEAI UCM CIF UI
❏ VERT CUT Address
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❏ Web Service Integration
Use the following query to get the list of projects to lock/unlock:
{
i."Table Organization" OR "Table Party" OR "Table Person" OR "UCM CDM Child" OR "UCM Data Management" OR "UCM Hierarchy Management" OR "UCM Higher Education"OR "UCM Merge" OR "UCM Privacy Management" OR "UCM SDH" OR "UCM Survivorship" OR "UCM Task UI" OR "UCM Unmerge" OR "VEAI UCM Account ASI" OR "VEAI UCM CIF" OR "VEAI UCM CIF UI" OR "VERT CUT Address" OR "Web Service Integration"
ii."Account" OR "Account (SSE)" OR "Account Hierarchy" OR "Comm Manager" OR "Common Components" OR "Contact" OR "DNB Data" OR "DQ ISS Integration" OR "DeDuplication" OR "Household" OR "LOY Profiles" OR "Menu" OR "Server Components - Object Manager" OR "Siebel Workflows - Seed" OR "Symbolic Strings" OR "Table CIF"}
4 Before importing the SymbolicStrings.sif file, make sure that the SymStrPrefix=SBL parameter exists in the tools.cfg file.
5 Import all of the .sifs except EIMTables.sif to the server database using the merge mode. Import the .sifs from ACR475B_UCM.zip before you import the .sifs from ACR475B_UCM_1.zip.
6 Within Object Explorer, navigate to Tables, and query for tables that have changed by selecting the query with the Changed flag set.
The query will give you the following list of tables:
❏ S_ADDR_PER
❏ S_CONTACT
❏ S_CONTACT_NAME
❏ S_CONTACT_UCMX
❏ S_CON_ADDR
❏ S_CON_IDNTY_DOC
❏ S_DYN_HRCHY
❏ S_DYN_HRCHY_REL
❏ S_PARTY_REL
❏ S_PARTY_UCMX
❏ S_UCMIMPORT_TSK
❏ S_UCMIMPTSK_ARG
❏ S_UCMIMPTSK_LOG
❏ S_UCMSRVTSK_MSG
❏ S_UCM_ADDR_PER
❏ S_UCM_ATGP_RULE
❏ S_UCM_CONTACT
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❏ S_UCM_CON_CHILD
❏ S_UCM_CON_DECAY
❏ S_UCM_HRCHY
❏ S_UCM_HRCHY_REL
❏ S_UCM_IMPMP_ITM
❏ S_UCM_IMPRT_MAP
❏ S_UCM_MERGE_REQ
❏ S_UCM_MRG_ASSOC
❏ S_UCM_OGP_CHILD
❏ S_UCM_ORGRP_MRG
❏ S_UCM_ORG_CHILD
❏ S_UCM_ORG_DECAY
❏ S_UCM_ORG_EXT
❏ S_UCM_RULE_SET
❏ S_UCM_SRVR_TSK
7 With the query result, perform the following steps to extend the schema:
a Click the Apply/DLL button.
The Choose Option window displays.
b Choose Apply and click OK.
c In the window for login credentials and database information, enter the database administrator password.
d From the Tables drop-down list, select Current Query.
e For ODBC data source, enter the exact ODBC name of the database, and click Apply.
f Wait until the process is finished and the tables are modified, and then click OK to finish the schema changes for the tables.
8 Within Object Explorer, navigate to Integration Objects.
9 On the right pane, query for the Integration Objects that changed during the sif file import.
10 Select all changed Integration Objects, right-click and select Undeploy, and then refresh.
11 Right-click and selct Deploy to deploy the changes to the runtime database.
The server repository- siebel_sia.srf located in <ServerInstallLocation>\ses\siebsrvr\objects\enu\siebel_sia.srf should be compiled for the changes in the above .sif files to take effect.
To compile the SRF and restart the serverUse the following procedure to compile the SRF and restart the server.
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1 Stop the relevant server
2 Lock the projects that were newly added in this release.
❏ UCM Merge Task UI
❏ UCM List Import
❏ UCM Data Decay Management
❏ Table UCM DRM Integration
❏ Table UCM Import
❏ DqSync
NOTE: If you have customized projects, lock these projects as well.
3 Compile all of the locked projects.
4 Start the server using this newly-compiled srf.
Use the following procedure to activate the workflows for ACR 475B.
To activate the workflows for ACR 475B
1 Navigate to Site Map > Administration Business Process > Workflow Deployment.
2 In the Workflow Deployment screen, click the Active Workflow Process tab.
3 In the top Repository Workflow Processes applet, query for the workflows, select them, and click the Activate button.
4 In the bottom Active Workflow Processes applet, query for the workflows that you just activated and verify that the Activation Date/Time and Expiry Date/Time are valid.
5 Repeat Step 1 through Step 4 for the workflows listed below.
NOTE: You can use the following query for query for all of the workflows: UCM*Batch Data Management Workflow OR UCM*Data Decay Process OR UCM Batch Process* OR UCM*SOAP Process OR UCM Import File Processing OR UCM Master List Import Process OR UCM Process Merge Request OR UCM SOAP Customer Profile Integration Process. The ISS workflows: ISS Delete Record Sync OR ISS Launch Pre*Sync OR ISS Launch Write Record Sync OR ISS Write Record Sync OR ISSGetOldCountry should only be activated if you want to use the xml sync server to sync records with the IIR Server.
❏ UCM Account Batch Data Management Workflow
❏ UCM Account Data Decay Process
❏ UCM Batch Process - Single Step
❏ UCM Batch Process
❏ UCM Contact Batch Data Management Workflow
❏ UCM Contact Data Decay Process
❏ UCM Financial Asset Customer Profile Integration SOAP Process
❏ UCM Group Customer Profile Integration SOAP Process
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❏ UCM Import File Processing
❏ UCM Master List Import Process
❏ UCM Organization Customer Profile Integration SOAP Process
❏ UCM Organization Hierarchy Management Integration SOAP Process
❏ UCM Person Customer Profile Integration SOAP Process
❏ UCM Process Merge Request
❏ UCM SOAP Customer Profile Integration Process
Importing the SIF Files in the ACR475B_UCM_2.zip FileUse the following procedure to import the ACR475B_UCM_2.zip file. (This file is packaged with the build.)
1 Verify that the ACR475B_UCM_2.zip file contains the following SIF files:
■ Applets.sif
■ Contact Personal Address Mvg Applet
■ UCM Account Source Data and History List Applet
■ UCM Contact Source Data and History List Applet
■ UCM HE Constituent Address Source Data and History List Applet
■ BusinessComponents.sif
■ Account
■ Contact
■ UCM Account Source Data and History
■ UCM Contact Source Data and History
■ BusinessObjects.sif
■ Merged Account
■ Merged Contact
■ BusinessServices.sif
■ DQ Sync Services
■ ISS System Services
■ UCM Data Quality Manager
■ UCM Merge Service
■ UCM Source Data and History Service
■ IntegrationObjects.sif
■ CIFContact
■ SwiOrganizationMatchInputIO
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■ SwiOrganizationMatchOutputIO
■ SwiPersonMatchInputIO
■ SwiPersonMatchOutputIO
■ SyncAccount
■ SyncContact
■ SyncProspect
■ UCMAccountSourceDataAndHistory
■ UCMAccountTaskUIMerge
■ UCMContactSourceDataAndHistory
■ UCMContactTaskUIMerge
■ Tables.sif
■ EIM_UCM_ADRPER
■ EIM_UCM_ASSET
■ EIM_UCM_CON
■ EIM_UCM_HRCHY
■ EIM_UCM_ORG
■ EIM_UCM_ORGGRP
■ S_UCM_ADDR_PER
■ S_UCM_ASSET
■ S_UCM_CONTACT
■ S_UCM_ORGGRP
■ S_UCM_HRCHY
■ S_UCM_HRCHY_REL
■ S_UCM_ORG_EXT
■ Views.sif
■ UCM Account UnMerge View
■ UCM Contact UnMerge View
■ Workflows.sif
■ UCM Account Batch Data Management
■ UCM Batch Process
■ UCM Batch Process - Single Step
■ UCM Contact Batch Data Management
■ UCM Process Merge Request
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2 Log into Siebel Tools, and lock the following projects:
■ Account
■ Contact
■ DQ ISS Integration
■ EIM CIF
■ Employee
■ Siebel Workflows - Seed
■ Table CIF
■ Table UCM DRM Integration
■ UCM Data Management
■ UCM Higher Education
■ UCM Merge Task UI
■ UCM SDH
■ UCM Unmerge
■ VEAI UCM CIF
■ VEAI UCM CIF UI
■ Web Service Integration
■ UCM SDH
■ UCM Merge
3 Import the SIF files to the server database using the Merge mode.
4 In the Object Explorer, navigate to Integration Objects, and in the right pane, query for the Integration Objects that changed during the sif file import.
5 For each of the changed Integration Objects, right-click, select Undeploy, refresh, right-click again, and select Deploy to Runtime Database.
Importing the SIF Files in the ACR475B_UCM_3.zip FileThe file ACR475B_UCM_3.zip file contains the following SIF files in the SIFs folder:
■ Applets.sif
■ Dynamic Hierarchy Admin List Applet
■ Screens.sif
■ CIF Administration Screen
■ Views.sif
■ DRM Web Client View
■ Hierarchy Selection View
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■ UCM Hierarchy History Flat List View
Use the following procedure to import the ACR475B_UCM_3.zip file.
CAUTION: The ACR475B_UCM_3.zip file inactivates DRM. If you want to use DRM functionality, do not import the ACR475B_UCM_3 file.
To import the ACR475B_UCM_3.zip file
1 Log into Siebel Tools, and lock the following projects:
❏ Account Hierarchy
❏ UCM Hierarchy Management
❏ VEAI UCM CIF UI
2 Import all of the SIFs to the server database using the Merge option.
3 Stop the relevant server.
4 Lock the following projects:
❏ Account Hierarchy
❏ UCM Hierarchy Management
❏ VEAI UCM CIF UI
5 Compile all of the locked projects.
6 Start the server using the newly-compiled SRF.
If you have imported the SIF files from UCM_3.zip, and you want to use DRM, use the following procedure to revert the changes and to manually enable DRM.
To manually enable Oracle Hyperion Data Relationship Management for Oracle Customer Hub
1 In the Siebel Tools Object Explorer, click View, and then query for the following views:
❏ UCM Hierarchy History Flat List View
❏ DRM Web Client View
❏ Hierarchy Selection View
2 In the Properties window, change the Inactive value for each view from TRUE to FALSE.
3 In the Object Explorer, click Applet, then query for Dynamic Hierarchy Admin List Applet, and then change the following properties:
a In the Object Explorer click Control, query for Advanced Hierarchy, and then in the Properties window, change the Inactive value from TRUE to FALSE.
b In the Object Explorer, click Applet Web Template, click Applet Web Template Item, and query for Advanced Hierarchy.
c In the Properties window, change the Inactive value from TRUE to FALSE for both the Base and Edit List Applet Web Templates.
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4 In the Object Explorer, click Screen, and then query for CIF Administration Screen.
5 In the Object Explorer, click Screen View, query for UCM Hierarchy History Flat List View, and in the Properties window, change the Inactive value from TRUE to FALSE.
6 Compile the objects into the SRF, and restart the Siebel Server.
Importing the SIF Files in the ACR475B_UCM_4.zip FileUse the following procedure to import the ACR475B_UCM_4.zip file.
To import the ACR475B_UCM_4.zip file
1 Verify that the following .sif files exist:
Applets.sif
■ Alternate Phone MVG Applet
■ Communication Address MVG Applet
■ LOY Communication Email List Applet
■ LOY Communication Phone List Applet
■ UCM HE Communication Email Source Data and History List Applet
■ UCM HE Communication Phone Source Data and History List Applet
■ UCM HE Constituent Affiliation Source Data and History List Applet
■ UCM HE Constituent Name MVG Applet
■ UCM HE Constituent Source Data and History List Applet
■ UCM HE Personal Address Pick Applet
BusinessComponents.sif
■ Contact
■ UCM HE Constituent Affiliation Source Data and History
BusinessServices.sif
■ DQ Sync Services
■ UCM Utility Service
IntegrationObjects.sif
■ CIFContact
■ CIFContactInsert
■ CIFContactInsertRs
■ CIFContactUpdate
■ CIFContactUpdateRs
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■ CIFContactUpsert
■ CIFContactUpsertRs
■ SwiPersonIO
■ SwiPersonPublishIO
■ UCMContactSourceDataAndHistory
Views.sif
■ Hierarchy Selection View
WebTemplates.sif
■ View 50 50 50 Framed
Workflows.sif
■ UCM Account Batch Data Management Workflow
■ UCM Contact Batch Data Management Workflow
■ UCM Financial Asset Customer Profile Integration SOAP Process
■ UCM Group Customer Profile Integration SOAP Process
■ UCM Organization Customer Profile Integration SOAP Process
■ UCM Organization Hierarchy Management Integration SOAP Process
■ UCM Person Customer Profile Integration SOAP Process
■ UCM Process Merge Request
2 Within Siebel Tools, lock the following projects:
❏ Comm Manager
❏ Contact
❏ DQ ISS Integration
❏ LOY Profiles
❏ Siebel Workflows - Seed
❏ UCM Data Decay Management
❏ UCM Hierarchy Management
❏ UCM Higher Education
❏ UCM SDH
❏ VEAI UCM CIF
❏ Web Service Integration
3 Import all the SIFs to the server database using Merge mode.
4 Within Object Explorer, navigate to Integration Objects, and query for the integration objects that changed during the SIF file import.
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5 For each of the changed integration objects, right-click, select Undeploy, select Refresh, right-click, and select Deploy to Runtime Database.
The server repository- siebel_sia.srf located in <ServerInstallLocation>\ses\siebsrvr\objects\enu\siebel_sia.srf needs to be compiled for the changes in the preceding .sif files to take effect.
Use the following procedure to compile the server repository.
To compile the server repository
1 Stop the relevant server.
2 Lock the projects that were modified in this release:
❏ Comm Manager
❏ Contact
❏ DQ ISS Integration
❏ LOY Profiles
❏ Siebel Workflows - Seed
❏ UCM Data Decay Management
❏ UCM Hierarchy Management
❏ UCM Higher Education
❏ UCM SDH
❏ VEAI UCM CIF
❏ Web Service Integration
3 Compile all of the locked projects.
Use the following procedure to deploy the UCM workflows.
To deploy the UCM workflows
1 In Siebel Tools, select the changed workflows, set appropriate workflow process properties, and then click the Publish/Activate button.
2 In the Siebel application, navigate to Site Map > Administration - Business Process > Workflow Deployment, and query for the changed workflows in the Repository Workflow Processes applet.
3 Click the Activate button to activate workflows that have not already been activated.
4 Within the Active Workflow Processes applet, verify that the workflows are active.
Applying the Table DefinitionUse the following procedure to apply the table definition for the tables that were changed during the ACR475B_UCM_2.zip file import.
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To apply the table definition
1 In Object Explorer, navigate to Tables, and query for the tables that were changed. (Select the queries that have the Changed flag.)
2 With the query results, perform the following tasks to extend the schema:
a Click the Apply/DLL button.
The Choose Option dialog displays.
b Choose Apply and click OK.
The login credentials and database information dialog box appears.
c Enter the dba password for login credentials.
d In the Tables drop-down list, select Current Query.
e ODBC data source, enter the ODBC name, and click Apply.
f Wait until the process is finished and the tables are modified.
g When the process has finished, click OK to complete the schema changes for the tables.
Applying the EIM Changes in the ACR475B_UCM_2.zip FileAs part of the ACR475B release, EIM changes have been done on the database. The REPPATCH\ACR475B_UCM_2\Sifs\EIMTables.sif file contains these changes.
NOTE: Import the Tables.sif file before you proceed with the EIM changes.
The EIMTables.sif file contains changes to the following existing tables:
■ EIM_ADDR_PER
■ EIM_CONTACT1
■ EIM_ACCOUNT2
■ EIM_ACCOUNT3
■ EIM_CONTACT3
■ EIM_UCM_CON
■ EIM_UCM_ORG
■ EIM_UCM_CONCHLD
■ EIM_UCM_ORGCHLD
■ EIM_UCM_OGPCHD
■ EIM_PTYUCM_DTL
The EIMTables.sif file contains the following new EIM tables:
■ EIM_UCM_MRGREQ
■ EIM_UCM_ORGDCY
■ EIM_UCM_CONDCY
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■ EIM_UCM_IMPTSK
■ EIM_UCM_SRVTSK
■ EIM_UCM_IMPMAP
■ EIM_UCM_HRCHY
Use the following procedure to import the EIMTables.sif file into the repository.
To import EIMTables.sif into the repository:
1 Lock the following projects:
❏ EIM Organization
❏ EIM Person
❏ EIM CIF
2 Within Siebel Tools, use the Import from Archive function to read this file and create the tables in the repository. The "merge" option should be used while importing this file.
To apply the EIMTables.sif file
1 Within Siebel Tools, query for the list of tables that were imported into the repository.
2 Use the "Apply/DDL" button to apply the changes to the physical database.
3 Unzip the ACR475B_UCM.zip file from <Tools Install Directory>\REPPATCH.
NOTE: If you have previously installed ACR 475B QFs, note that the ACR475B_UCM file has been replaced by the ACR475B_UCM_2.zip file.
The unzipped ACR475B_UCM folder contains the following structure:
❏ EIM_Files
❏ Knowledgebases
❏ Non-ENU Symbolic Strings
❏ Schemas
❏ SeedData
❏ Sifs
❏ WebServices_XML
Updating the EIM FilesAs part of the ACR475B release, the EIM files - eim45.sql and eim_export_lookup_bu_name.sql have undergone a change. The REPPATCH\ACR475B\Repository\Table\EIM\eim45.sql and REPPATCH\ACR475B\Repository\Table\EIM\eim_export_lookup_bu_name.sql files have all of the changes required for the ACR and should replace the files in the following locations in the Siebel server directory:
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Eim45.sql: <Installation Location>\SERVER\siebsrvr\SQLTEMPL
eim_export_lookup_bu_name.sql : <Installation Location>\SERVER\siebsrvr\ADMIN
Importing Non-ENU Symbolic Strings■ For languages other than ENU, open the Non-ENUSymbolicStrings folder and import the non-enu
symbolic strings to the database.
NOTE: This folder exists in both the ACR475B_UCM.zip and ACR475B_UCM_4.zip files. These folders also include a document with instructions for importing non-ENU symbolic strings.
■ For the "Knowledgebases" and "Sifs" categories and feature-specific setup instructions, use the instructions in “Importing the SIFs and Workflows in the ACR 475B_UCM.zip File” on page 240 to bring the categories into the testing target database.
Importing the Seed Data in the ACR 475B_UCM_2.zip FileNOTE: If you are an existing customer who has already installed QF3101, QF3102, or QF3103, you do still need to import the ACR475B_UCM_2.zip file, as this file contains necessary fixes.
1 Create an ODBC entry for the database where you plan to import the seed data.
a Navigate to Start > Settings > Control Panel > Administrative Tools > Data Sources (ODBC),
b Select the "Siebel Oracle90" driver (from Datadirect Technologies).
c Enter a data source name (such as DevelopmentDB).
d Enter the server name to connect to:
❏ For Oracle enter the TNS service name that you created to connect Siebel Tools to the database.
e Test your connection and click OK when tested successfully.
2 In the command prompt, navigate to the directory where you installed Siebel Tools\BIN.
NOTE: Make a note of the directory where the seed data is extracted to - [REPPATCH\ACR475B\ ACR475B_UCM_2\SeedData ].
3 Before you import ACR475B_Seed.dat, make sure that the dataimp.exe file exists in the <Tools Install Directory>/bin directory.
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4 Run the following command:
<Tools Install Directory\bin>dataimp /u <USERNAME> /p <PASSWORD> /f <Tools Install Directory>\REPPATCH\ACR475B\ACR475B_UCM\SeedData\ACR475B_Seed.dat /l <Tools Install Directory>\temp\dataimp_seed.log /c <ODBC Source Name> /d <Table Owner>/i <Tools Install Directory>\REPPATCH\ACR475B \ACR475B_UCM\SeedData\ACR475B_SeedInp_Files\<Database Platform>\ACR475B_Seed.inp /q -1 /w y /e n /t n /x R /n 100 /h log
<Tools Install Directory> - Replace with the Siebel Tools install directory
<ODBC Source Name> - Replace with ODBC name created in Step 1.
<Database Platform> - Replace with the database platform (ORACLE, DB2UDB, or MSSQL)
5 Review the log file in <Tools Install Directory>\temp\dataimp_seed.log file to make sure that the import completed successfully.
6 Seed data import includes mono-language seed data import and language seed-data import. If you are an ENU (English Language) customer, do the following:
a To import ACR475B_Seed_Locale_ENU.dat, run the following command after importing the ACR475B_Seed.dat file:
<Tools Install Directory>\bin\dataimp /u <USERNAME> /p <PASSWORD> /f <Tools Install
Directory>\REPPATCH\ACR475B\ACR475B_UCM\SeedData\ACR475B_Seed_Locale_ENU.dat /l <Tools Install directory>\temp\dataimp_seed.log /c <ODBC Source Name> /d <Table Owner> /i Owner>/i <Tools Install Directory>\REPPATCH\ACR475B\ACR475B_UCM\SeedData\ACR475B_SeedInp_Files\<Database Platform>\ACR475B_seed_locale_ENU.inp /q -1 /w n /e y /t n /x R /n 100 /h log
<Tools Install Directory> - Replace with the Siebel Tools install directory
<ODBC Source Name> - Replace with ODBC name created in Step 1.
<Database Platform> - Replace with Database Platform (ORACLE, DB2UDB, or MSSQL)
b To import seed_locale_XXX.dat for languages other than ENU, run the following command after importing ACR475B_Seed.dat file for importing the locale specific seed_locale_XXX.dat, where XXX is the language code.
<Tools Install Directory>\bin\dataimp /u <USERNAME> /p <PASSWORD> /f <Tools Install Directory>\REPPATCH\ACR475B\ACR475B_UCM\SeedData\ACR475B_NON_ENU_Seed_Locale\seed_locale_XXX.dat /l <Tools Install directory>\temp\dataimp_seed.log /c <ODBC Source Name> /d <Table Owner> /q -1 /w n /e y /t n /x R /n 100 /h log
<Tools Install Directory> - Replace with the Siebel Tools install directory
<ODBC Source Name> - Replace with ODBC name created in Step 1.
7 Review the log file in <Tools Install Directory>\temp\dataimp_seed.log file to make sure that the import completed successfully.
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Schemas and WebServices_XMLThe ACR475B_UCM.zip, ACR475B_UCM_1.zip, and ACR475B_UCM_4.zip files contain schemas. Use the later version in case of conflicts.
Copying ISS DLLsUse the following procedure to unzip ISSdlls, which contains the ISS DLLs for all platforms. The ISS connector DLLs are available within the bin folder within the IIR Installation folder.
To unzip ISSdlls
1 Select the respective dll for the platform required. The dlls modified are ssadqsea.dll, ssadqasm.dll and ssasec.dll.
2 Place these in the bin or lib folder under the Siebel Server installation directory, depending upon the platform chosen. These files contain the session pooling fix to be used in ISS 2.8.7.
NOTE: You can also pick up these DLLs from the IIR Server (located in the bin folder if IIR is running on the same OS.
Installing Siebel HaleyYou must install Siebel Haley before you install and activate knowledgebases and any rule-related tasks.
Importing KnowledgebasesIn the Knowledgebases folder provided in ACR475B_UCM.zip, you must bring the ucmdatadecay.xml and ucmsurvivorshiprules.xml files into the target database to test Survivorship and Decay rules.
Use the following procedure to import knowledgebases for ACR 475B.
To import knowledgebases for ACR 475B
1 Navigate to Administration - Business Rules > Business Rule Knowledge Base.
2 Select Import Knowledge Base from the menu and and navigate to REPPATCH\ACR475B_UCM\Knowledgebases to access the ucmdatadecay.xml and ucmsurvivorshiprules.xml files, and import them.
3 Once the import is done, click the Activate button.
NOTE: The Activate button is no longer active after the import has completed.
Compiling the SRF FileThe server repository- siebel_sia.srf file located in <ServerInstallLocation>\ses\siebsrvr\objects\enu\siebel_sia.srf should be compiled for the changes in the preceding SIF files to take effect.
Use the following procedure to compile the server repository.
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To compile the server repository
1 Stop the relevant server.
2 Lock the projects that were modified in this release:
■ Account
■ Contact
■ DQ ISS Integration
■ EIM CIF
■ Employee
■ Table CIF
■ Table UCM DRM Integration
■ UCM Data Management
■ UCM Higher Education
■ UCM Merge Task UI
■ UCM SDH
■ UCM Unmerge
■ VEAI UCM CIF
■ VEAI UCM CIF UI
■ Web Service Integration
■ UCM SDH
■ UCM Merge
3 Compile all of the locked projects.
Configuring the UCM Batch Process Server Component for Single ThreadingUse the following procedure to compile the server components and start the server.
NOTE: You must stop and restart both the Siebel Server and the Gateway Server for the changes in the following procedure to take effect.
Execute the commands in the following procedure for the UCMBatchProcess component to run in single-threaded mode. Make sure that there are no errors when you execute the following procedure.
To configure the server component and start the server
1 While the server is stopped, execute the following srvrmgr utility and connect to the gateway but not to the server. Run srvrmgr as: srvrmgr /g <Gateway> /e <Enterprisename> /u <UserName> /p <Password>
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2 Execute the following commands for UCMBatchProcess component to run in single-threaded mode. Make sure that there are no errors when executing the following sequence of steps.
■ srvrmgr> reconfig compdef UCMBatchProcess
■ srvrmgr> change param Threaded=false for compdef UCMBatchProcess
■ srvrmgr> commit reconfig compdef UCMBatchProcess
3 Start the server using the newly-compiled SRF.
Deploying the UCM Batch Process WorkflowUse the following procedure to deploy the UCM Batch Process workflow.
To deploy the UCM Batch Process workflow
1 In Siebel Tools, select the changed workflows, and click the Publish/Activate button.
2 Within the Siebel application, navigate to Site Map > Administration - Business Process > Workflow Deployment.
3 In the Repository Workflow Processes applet, query for UCM Batch Process and UCM Process Merge Request.
4 If the workflows are not already activated, click the Activate button.
5 In the Active Workflow Processes applet, verify that the workflows are active.
Configuring Data Decay Runtime EventsYou must manually configure the seed data to enable the Data Decay runtime events.
NOTE: These action sets are disabled by default, so you must enable them. Do not use quotes when you query for the action sets.
1 Navigate to Site Map > Administration - Runtime Events > Events, and query for Action Set Name=*Decay*.
2 For the events with Action Set Name=”UCM Account Decay New Record” OR “UCM Account Decay Update Record”, change the Conditional Expression value to: GetProfileAttr(‘UCMDecayFieldUpdated:Account’)=”Y”.
3 For the events with Action Set Name=”UCM Contact Decay Record” OR “UCM Contact Decay Update Record”, change the Conditional Expression value to: “GetProfileAttr(‘UCMDecayFieldUpdated:Contact’)=”Y”.
Configuring NetChart ServerChart server needs to be installed from any release location with default settings—it is usually in Server_Ancillary\Visual_Mining_Netcharts_Server.
Use the following procedure to configure NetChart Server 4.6 Siebel Edition.
Use the following procedure to configure NetChart Server.
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To configure NetChart Server 4.6 Siebel Edition
1 Create a folder called "Siebel.chart" under the C:\Program Files\Visual Mining\NetCharts Server 4.6 Siebel Edition\Server\root\projects directory. Note that there needs to be a dot between Siebel and chart.
2 Copy over the Siebel.cdx file into the directory created in Step 1.
3 In ucm.cfg used by the Siebel thick client, under the specific datasource that you use to connect to DB, add the following lines:.
ChartServer = localhost:8001
ChartImageFormat = png
Localhost is the name of the machine that is running chart server and 8001 is the port number of chart server.
4 Navigate to Administration - Server Configuration > Profile Configuration, query for Alias as ServerDataSrc, and change the DSChartServer and DSChartImageFormat parameters.
5 Start NetCharts Server 4.6 Siebel Edition from Control Panel > Services.
6 In Windows Explorer, navigate to your installation directory for Siebel Charts (such as D:\Program Files\Visual Mining\NetCharts Server 4.6 Siebel Edition\Server\root\projects).
7 Create a new subdirectory called Siebel.chart.
8 Within the new Siebel.chart subdirectory, create a new file, using Windows Notepad, and type the following three characters in uppercase but without a carriage return:
CDL
9 Save the file as Siebel.cdx.
10 Make sure that the DefaultChartFont parameter in your configuration file and the Application Default Chart parameter for your Application Object Manager component are set to a font that is available on your machine.
Configuring Survivorship to Use Haley KnowledgebaseUse the following procedure to configure survivorship to use Haley for rules evaluation.
To configure survivorship engine to use Haley for rules evaluation
1 Navigate to Administration - Universal Customer Master > Survivorship Rules.
2 Configure the Comparison Rule to "External", select "Business Rule Service" for "Business Service Name", "RunRules" for "Business Service Method", and then select the individual "Rule Module Name" for each testing purpose.
Use the following procedure to test task-based UI for merge.
Activating Tasks for the Task-Based UIUse the following procedure to activate tasks to test the task-based UI for merge.
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To activate tasks to test the task-based UI for merge
1 Navigate to Administration- Business Process > Task Deployment >Active Tasks.
2 In the Published Tasks applet, query for 'UCM*'.
3 Activate all four of the UCM Merge Tasks returned: UCM Merge Account Task; UCM Merge Contact Task; UCM Merge Account Request Task; UCM Merge Contact Request Task.
4 Restart the Siebel Server.
Enabling Data Quality in SOAP WorkflowsUse the following procedure to enable Data Quality in SOAP workflows.
1 Within Siebel Tools, navigate to Workflow Process, and query for the UCM Organization Customer Profile Integration SOAP Process.
2 Select the workflow and then select Revise from the Workflow/Task Editor toolbar.
3 Set the workflow properties as follows:
❏ Turn On CDM Cleans = true
❏ Turn On CDM Exact Match = true
❏ Turn On CDM Match = true
❏ Turn On Survivorship = true
4 Navigate to the Workflow list view and select Publish/Activate from the Workflow/Task Editor toolbar.
5 Repeat Step 1 through Step 4 for the UCM Person Customer Profile Integration SOAP Process.
Configuring Data Quality1 Install IIR 2.8.07. using the instructions provided in the IIR Installation guide (
IS_2807_IIR_02_Installation.pdf) provided with the installer for completing this activity. There is a single installer for both ISS and ASM, so make sure that you have the license for both.
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2 Apply the hot fixes on top of the base installer. After the patch installation, check the IIR Version. It should be on Patch level 141 or higher.
You can verify using the command "version" command for Windows. For other platforms, use $SABIN/cevers.
Example: C:\InformaticaIR\bin>version
SSA-NAME3 v2.8.07 (FixL106)
SSA-NAME3 Extensions v2.8.07 (FixL106)
Data Clustering Engine v2.8.07 (FixL106)
Informatica Identity Resolution v2.8.07 (FixL106 + FixL113 + FixL114 + FixL120 +
FixL123 + FixL124 + FixL125 + FixL126 + FixL127 + FixL134 + FixL136 + FixL140 +
FixL141)
3 Place the configuration files required for both matching and cleansing in the SDQConnector folders on Siebel Server.
ssadq_cfg.xml
ssadq_cfgasm.xml
4 Make sure that the country files and the key files exist in the location where ASM is installed.
If any one of the country files is missing, ASM will not perform cleansing for that country.
The location of these files will be: <drive>\InformaticaIR\ssaas\ad\ad\db.
NOTE: If AD5 is used, the location of the country database files and key file would be <drive>\InformaticaIR\ssaas\ad5\ad\db.
Configuring ASM for Data CleansingUse the following procedure to configure ASM for data cleansing.
To configure ASM
1 Navigate to Administration - Server Configuration > Enterprise Explorer.
2 In the Explorer view, navigate to Component Definitions > Data Quality Manager > Parameters.
3 Within the Parameters list applet, query to verify the state of the following parameters.
❏ Data Cleansing Enable Flag: True
❏ Data Cleansing Type: ASM
4 Navigate to Administration - Server Configuration > Enterprise Explorer.
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5 In the Explorer view, navigate to Component Definitions > Application Object Manager > Call Center Object Manager (ENU) > Parameters.
NOTE: You can replace the Call Center Object Manager with another Object Manager, depending upon the application that you are running.
6 Within the Parameters list applet, query to verify the state of following parameters:
❏ Data Cleansing Enable Flag: True
❏ Data Cleansing Type: ASM
Use the following procedure to set client-level settings.
To set client-level settings
1 Use any text editor to open uagent.cfg for the Siebel Call Center application, and ucm.cfg for UCM located in the siebsrver/BIN/<LANG> directory.
2 Within the cfg file, change the Enable parameter to TRUE
[DataCleansing]
Enable = TRUE
Type = ASM
3 Save the file and then launch the Call Center application
4 Navigate to Administration - Data Quality > Data Quality Settings, and verify that Enable DataCleansing is set to Yes.
5 Navigate to User Preferences > Data Quality, and verify that Enable DataCleansing is set to Yes. If the entries are blank, do not change anything.
6 Navigate to <Navigation> and verify if a vendor named ASM with the DLL name ssadqasm exists. If this field does not exist, then create it, using the information in “Field Mappings for ASM.”
Field Mappings for ASMMake sure that the following vendor mappings are set for ASM.
NOTE: The mappings are imported as part of seed data import.
Account Business Component
Business Component Field Mapped Field
Name Account.Name
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Contact Business Component
List Mgmt Prospective Contact Business Component
CUT Address Business Component
Personal Address Business Component
Business Component Field Mapped Field
First Name Contact.First Name
Last Name Contact.Last Name
Middle Name Contact.Middle Name
Business Component Field Mapped Field
First Name List Mgmt Prospective Contact.First Name
Job Title List Mgmt Prospective Contact.Job Title
Last Name List Mgmt Prospective Contact.Last Name
Middle Name List Mgmt Prospective Contact.Middle Name
Business Component Field Mapped Field
City Business Address.City
Country Business Address.Country
Postal Code Business Address.Postal Code
State Business Address.State
Street Address Business Address.Street Address
Street Address 2 Business Address.Street Address 2
Business Component Field Mapped Field
City Business Address.City
Country Business Address.Country
Postal Code Business Address.Postal Code
State Business Address.State
Street Address Business Address.Street Address
Street Address 2 Business Address.Street Address 2
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Vendor Parameter
NOTE: The ASM High Deliverability Return Code parameter is optional and applies only if the value for the DQ Cleanse High Deliverable Address parameter is set to Yes. Please set the values based on the requirements.
The ssadq_cfgasm.xml file mentioned above in Vendor Parameter needs to be placed in the SDQ Connector folder where the Siebel application is installed.
<?xml version="1.0" encoding="UTF-8"?>
<Data>
<Parameter>
<iss_host>HostName</iss_host>
</Parameter>
<Parameter>
<iss_port>1666</iss_port>
</Parameter>
<Parameter>
<datacleanse_mapping>
<mapping>
<field>BC Field</field>
<ssafield>ASM Field</ssafield>
<std_operation>Operation</std_operation>
</mapping>
</datacleanse_mapping>
</parameter>
</data>
Name Value
Account DataCleanse Record Type Account
Contact DataCleanse Record Type Contact
List Mgmt Prospective Contact DataCleanse Record Type Prospect
Personal Address DataCleanse Record Type Business Address
CUT Address DataCleanse Record Type Business Address
DQ Send Empty Field To Third Party Vendor Yes
DQ Cleanse High Deliverable Address No
Parameter 1 "global", "iss-config-file", "ssadq_cfgasm.xml"
ASM Country Database Return Code 16,17,18,32,33
ASM High Deliverability Return Code 0,1,2
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The <field> tag mentioned above represents Siebel Fields. <ssafield> represents fields used by ASM. The fields used by ASM can only be the ones from the following table:
Data_Types and Standardization_Operations supported by the connector are:
The connector is not able to cleanse any other field types. Money, Date and other types of data will remain unchanged if they are passed to the connector.
The Country database used for ASM can be obtained from Technical Support. See the Siebel Data Quality Administration Guide for information about the sample XML file.
Data_Type Meaning
Organization Organization Name
Department Department Name
Nobility (e.g. Lord)
Title (e.g. Mr, Dr)
FName
MName
LName
Function (e.g. Manager)
Building
SubBuilding
HouseNumber
Street1
Street2
POBox
DepLocality (e.g. URB, Colonia)
Locality (e.g. County)
Province (e.g. State)
Zip Zip / Postal Code
Country
Std_Op Meaning
Upper Convert text to upper case
Lower Convert text to lower case
Camel Convert text to camel case (first letter is upper-cased, remainder are lower-cased)
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Additional Seed Data Changes for ASM1 If you are using ASM as the third-party vendor for data cleansing, then add UNITED STATES in
the COUNTRY List of Values using the following steps:
a Navigate to Site Map > Administration - Data > LOV Explorer.
b Query for List of Values - Type: "COUNTRY".
c In the LOV Explorer panel, click on the + sign to expand the node and navigate to the values for COUNTRY.
d Add a new entry for 'UNITED STATES'.
2 Add 'DQ Cleanse High Delivery Address' in ASM - Vendor Parameter.
The "DQ Cleanse High Delivery Address" vendor parameter is optional. If you want to revert back to the old address and do not want to cleanse if deliverability is low, set the parameter to "Yes". By default, the value is "No". This feature may only be required if the Country Database files provided by Informatica are not the updated ones.
Additional Seed Data Changes for ISS1 Change DLL Name for ISS as follows:
a Navigate to Site Map > Administration - Data Quality > Third Party Administration.
b In the Vendor applet, select ISS, and change the DLL Name value to ssadqsea.
2 If you are using UCM Batch Process and ISS as the third-party data quality vendor, you need to change the BC field mappings for the Contact - DeDuplication business component:
a Navigate to Site Map > Administration - Data Quality > Third Party Administration
b In the Vendor applet, select ISS.
c In BC Vendor Field Mapping, select Contact - Deduplication.
d In the Field Mappings applet, make the following changes:
❏ Change the name of the Primary Street Address field to Primary Personal Street Address.
❏ Change the name of the Primary City field to Primary Personal City
❏ Change the name of the Primary State field to Primary Personal State.
❏ Change the name of the Primary Postal Code field to Primary Personal Postal Code.
❏ Change the name of the Primary Country field to Primary Personal Country.
Configuring ISS for DeduplicationThe following sections contain information about how to configure ISS for deduplication.
Configuring the Siebel Application for the ISS Synchronizer ProcessYou must perform the following procedure if you want to use the DQ-ISS synchronizer process to bypass XML Sync Server to insert records directly into the NSA table.
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To configure the DQ-ISS Synchronizer Process
1 Navigate to Site Map > Administration - Data Quality > Data Quality Settings.
2 Add a new entry called Enable DQ Sync, and set the value for this property to Yes.
3 Use the following steps to activate the DQ Sync action sets:
a Navigate to Site Map > Administration - Runtime Events > Action Sets.
b Query for the DQ Sync action sets, and click on the Active field to activate them.
c Click the Menu button on the Action Sets applet, and select Reload Runtime Events to reload the runtime events.
If you customize the SDF file, you must make sure that the value in the Record Length user property matches the value for the Total Field Length user property in the new SDF file. For more information, see Data Quality Guide for Oracle Customer Hub. To access this guide, within My Oracle Support, navigate to the Knowledge tab and search for Doc ID 1282393.1.
Configuring the EBC Table (for Data Sync)Use the following procedure to configure the data source definition required to synchronize data between the Siebel application and IIR.
To configure the data source definition
1 Navigate to Administration - Server Configuration > Enterprises > Profile Configuration.
2 Copy an existing InfraDatasources named subsystem type.
3 Change the Profile and Alias properties to the Data Source name configured in Siebel Tools (ISSDataSrc).
4 Update the profile parameters to correspond to the external RDBMS:
■ DSConnectString = data source connect string
❏ For the Microsoft SQL Server or the IBM DB2 databases, create an ODBC or equivalent connection and input the name of this in the parameter.
❏ For an Oracle RDBMS, this value should specify the TNS name associated with the database and not an ODBC or other entry.
■ DSSQLStyle = database SQL type (Click Advanced to see this parameter.)
■ DSDLLName = DLL Name corresponding to the SQL type
■ DSTableOwner = data source table owner (Click Advanced to see this parameter.)
■ DSUsername = default user name used for connections
■ DSPassword = default password used for connections
Configuring Object Managers for ISS Data Source (for Data Sync)Use the following procedure to configure Object Managers for ISS Data Source.
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To configure Object Managers for ISS Data Source
1 Navigate to Administration - Server Configuration > Enterprises > Component Definitions.
2 Query for the components used with UCM (such as UCM, DQ, EAI, and Workflow components).
3 Select a component, and then select Start Reconfiguration from the main menu.
4 In the lower applet, query for the OM - Named Data Source parameter.
NOTE: The value for this parameter is similiar to “ServerDataSrc,GatewayDataSrc”.
5 Add a comma after the last data source, and add the ISS data source created in the “To configure the data source definition” procedure. The default name is ISSDataSrc.
6 Save the record and select Commit Reconfiguration from the main menu.
7 Repeat Step 3 through Step 7 for all required Object Managers.
8 Click Synchronize to save the changes into the Gateway configuration file.
9 Bounce the Gateway Server and the Siebel Server.\
Configuring Deduplication for Multiple AddressesUse the following procedure if you want to use matching with multiple addresses instead of with the primary address.
To configure deduplication for multiple addresses
1 Navigate to Site Map > Administration - Data Quality > Data Quality Settings.
2 Add a new entry called Enable DQ Multiple Addresses and set the value for this property to Yes.
3 Add a new entry called Account Match Against and set the value for this property to All Address.
4 Add a new entry called Contact Match Against and set the value for this property to All Address.
For more information about configuring multiple addresses, see the Configuring Deduplication Against Multiple Addresses section in the Data Quality Guide for Oracle Customer Hub (UCM) To access this guide, within My Oracle Support, navigate to the Knowledge tab and search for Doc ID 1282393.1.
Configuring Support for Multiple LanguagesUse the following procedure if you want to use matching with multiple languages using different population files.
To configure multiple-language support
1 Navigate to Site Map > Administration - Data Quality > Data Quality Settings.
2 Add a new entry called Enable DQ Multiple Languages and set the value for this property to Yes.
3 Navigate to Site Map > Administration - Data Quality > Third Party Administration, select ISS in the Vendor applet, click on Vendor Parameter in the child applet, and do the following:
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a Add a new entry called Append Account Record Type Field 1 and set the value for this property to Primary Account Country.
b Add a new entry called Append Contact Record Type Field 1 and set the value for this property to Primary Personal Country.
c Add a new entry called Batch Append Account Record Type Field 1 and set the value for this property to Primary Account Country.
d Add a new entry called Batch Append Contact Record Type Field 1 and set the value for this property to Primary Personal Country.
For more information about configuring support for multiple languages, see the Configuring Multiple Language Support section in the Data Quality Guide for Oracle Customer Hub (UCM). To access this guide, within My Oracle Support, navigate to the Knowledge tab and search for Doc ID 1282393.1.
Configuring List ImportThese are the new system preferences used in List Import:
Enable Validation - [Optional step in the List Import Process] If this System Preference is turned on, the validation process will automatically be run after records are imported into UCM (SDH tables). The validation process will check if any required fields specify in the Import Mapping are missing in the imported records. Any records that fail validation will have their 'UCM Type Code' changed from 'Batch' to 'Incomplete' and the validation status will be inserted in the 'Error Message' field.
Enable Launch BDM - [Optional step in the List Import Process] If this System Preference is turn on, the UCM Batch Process will automatically be run after records are imported into staging tables (SDH tables). This is an existing UCM process to move records in staging to base tables. Users can kick off the UCM Batch Process as a server task outside of List Import.
Configuring Import Field Mapping When creating the Import Mapping, the list of fields displayed in the popup dialog for user selection is configured in the Business Component User Prop for Accout/Contact SDH Business Component. sers can include additional fields that they want to support in these Business Component User Properties.
The format for these Business Component User Properties is as follows:
Name Value
UCM Import: Enable Validation True/False
UCM Import: Enable Launch BDM True/False
Name Value
Map:[Object].[Field] [SDH buscomp Name].[Buscomp Field Name]
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For example, in "UCM Account Source Data and History,” there are the following Business Component user properties:
Configuring Additional Child Objects for ImportAssume that users already configure additional SDH child objects, and they want to import these child objects along with the account/contact SDH parent record. These are the additional configuration steps for List Import:
1 In the child SDH Business Component, add a business component user prop: "Parent SDH Id Field Name", the value is the field that contains its parent SDH ID.
2 In the parent SDH Business Component, add the additional field mapping for the child object (see the example of field mapping configuration above).
3 In the "UCM Account Import" or "UCM Contact Import" Business Object, add the new child SDH Business Component and the corresponding link to the parent SDH Business Component.
4 In the “UCM File Manager Service" Business Service, add a new Business Service user property for the new child SDH buscomp. For example:
■ Account Import Staging Child Buscomp 1 => UCM Account Address Source Data and History
■ Account Import Staging Child Buscomp 2 => UCM Contact Source Data and History
Installing Data Governance ManagementThe following section contains information about how to install Data Governance Management (DGM).
Overview of DGM and PrerequisitesData Governance Management (DGM) tool is software built on Java technology, and Oracle ADF framework are introduced. This section describes how to install DGM.
■ OS System: DGM is a Java-based application; it can run on any mainstream Windows, Linux, or Unix system.
■ Siebel UCM application: In this release of DGM, Siebel UCM is the only supported master hub. For information about how to install and configure the Siebel application, refer to the Siebel UCM DGM web service document.
■ DGM source code: The installer will extract DGM source code and install package to a directory. Within this section, this directory will be referred to as <dgm_home>.
Name Value
Map:Account.Name UCM Account Source Data and History.Name
Map:Address.City UCM Account Address Source Data and History.City
Map:Contact.Job Title UCM Contact Source Data and History.Job Title
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Deployment of DGM application is a process of customizing the DGM system and then transferring it to the application server. You must preinstall and configure several software programs. Here is the guideline for the whole installation process.
■ Application Server Installation and Configuration: The Java application will run inside Java application server. In this section, Weblogic is the target application server.
■ ADF runtime Installation and Configuration: The DGM application uses functionality provided by the Oracle ADF framework, so the target Weblogic domain should have the ADF runtime extension installed.
■ DGM Configuration and Deployment: External environments parameters should be set correctly before DGM is deployed. After that, DGM can be deployed to Weblogic server.
Required SoftwareThe following table describes the required software for DGM.
Installing JDeveloperUse the following procedure to install JDeveloper.
To install JDeveloper
1 Click Next within the Welcome screen to begin the installation.
2 Accept the default value as the middleware home directory.
NOTE: Within this section, <mw_install_dir> will be used to represent the Middleware Home directory.
3 Select Complete Install.
The Complete Installation will install Oracle JDeveloper Studio, the ADF Runtime, and WebLogic Server.
4 Confirm the product intstallation directories, and click Next to continue with the installation.
5 Select the Start Menu folder where you want to place your shortcuts. This step applies for the Windows platform only.
6 Display the installation summary info, and start the installation.
7 Select Run Quickstart to open the Quickstart window once the installation process has ended. Quickstart enables you to easily launch installed components and access online documentation.
Software Name Version Description
JDK 1.6 Providing runtime for java application.
Weblogic 10gR3 Java application server.
ADF 11.1.1.54.7 Oracle framework for java application.
ANT 1.6 A Java-based build tool.
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8 Click Done to complete the installation.
Creating the Weblogic DomainA weblogic domain should be created to accept the ADF-based DGM application.
Use the following procedure to create the Weblogic domain.
To create the Weblogic domain
1 Choose Configure Domains for Oracle ADF from the Quickstart window to display the Oracle Weblogic Configuration Wizard.
2 Select Create a New WebLogic Domain and click Next.
3 Select Generate a domain configured automatically to support the following products, select Oracle JRF - 11.1.1.0 [jdeveloper] and click Next.
The option Base WebLogic Server Domain - 10.3.1.0 [wlserver_10.3]* is already selected.
4 Enter the name and location for the domain if the default values are not correct, and then click Next.
5 Enter the user name and password and click Next.
6 Select Production Mode in Weblogic Domain Startup Mode window, and click Next.
7 Click Next to ignore optional configuration.
8 Review the domain configuration, and click Create.
9 Click Done when the domain has been created.
10 Select User Projects < (domainName) > Start > All Programs > Oracle Fusion Middleware 11.1.1.1.0 > User Projects > base_domain > Start Admin Server for Weblogic Server Domain.
11 When the DOS window prompts for the username and password, enter userName and passWord if asked to do so.
When the window displays message like "Server started in RUNNING mode", the Weblogic server has started up.
Installing DGMUse the following procedure to install DGM.
To install DGM
1 Navigate to Disk1\install, and click setup.exe, and click Next.
2 Specify the home where DGM applications and source code will be installed, and click Next.
3 Choose Copy Application to copy the application and source code to home directory without deployment— otherwise, the DGM application will be deployed after file copy. If you choose Copy Application, go to Summary. Otherwise, go to the next step.
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4 Browse to specify the JDK path. You can also use JDK installed with Oracle Middleware, which can be found within the Oracle/Middleware/JDK_1.x.xx folder.
5 Browse to specify the ant path. In a default Oracle Middleware installation, the ant path is found in the Oracle/Middleware/jdeveloper/ant folder.
6 Browse to specify the Weblogic 10gR3 installation path. You must select the root directory of WLserver installation.
7 Specify the Weblogic configurations according to your environment.
8 Specify the URL for Siebel server login, such as http://serverName:webPort/eai_enu/start.swe?SWEExtSource=SecureWebService&SWEExtCmd=Execute.
9 Specify the URL for Hierarchy Management, such as http://serverName:webPort/eai_enu/start.swe?SWEExtSource=SecureWebService&SWEExtCmd=Execute.
10 Specify the endpoint information of the DGM Web service according to your environment:
For example, specify http://sdc60005qe:16662/eai_enu
start.swe?SWEExtSource=WebService&SWEExtCmd=Execute&UserName=SADMIN&Password=MSSQL&
NOTE: The endpoint information will be kept in xml files, so escape '&' to '&'.
11 Click Install to start the install process.
12 Click Exit to finish the installation.
Manually Installing or Redeploying DGMThe src directory contains the source code for DGM application, and the build directory contains the script and configuration files you can use to manually deploy the DGM application.
The install.cmd is the script for DGM installation. Edit the file, change the weblogic_home, jdk_home, ant_home according to your environment.
Entry Name Description
host Weblogic server address
port weblogic server listening port
username
password weblogic server credential
target.server The default value is AdminServer
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DGM configurations are kept in <dgm_home>/build/deploy.properties. The configuration entries in this file are list in the following table.
Entry Name Default Value Description
dgm_web_service_end_point N/A This configuration MUST be changed to the endpoints of DGM web service
siebel_login_url N/A This configuration MUST be changed to the url used for login into Siebel.
govern_hier_url N/A The url of hierarchy explorer
batch_preview_page_size 23 Specify how many records in a page when previewing imported batch.
paginate_page_size
paginate_cache_size
23 This configuration will specify how many records will be displayed in a page.
#Note: For now, please keep the paginate_page_size and paginate_cache_size having same setting.
batch_job_size 1000 When importing batch file, this configuration will specify how many records will be sent in a single request.
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After editing the install.cmd and deploy.properties according to your environment, open a dos window and run install.cmd to deploy the application.
Accessing DGMOpen browser, and access the following URL to visit DGM:
cleanse_thresh_value
cleanse_thresh_color
0.33,0.66,1.0
#d62800,#ffcf21,#84ae31
This configuration will specify the color for the healthy status of hub and source systems. cleanse_thresh_value are the threshhold values, and cleanse_thresh_color are colors used for representing different status. For example:
cleanse_thresh_value=0.33,0.66,1.0 cleanse_thresh_color=#d62800,#ffcf21,#84ae31
When the healthy is below 33%(0.33), the node of corresponding system will be marked with color of #d62800; if healthy is between 33% and 66%, color of #ffcf21 is used; when above 66%, #84ae31 will be used.
HubAccount
SrcAccount
HubContact
SrcContact
[name, location, mainPhoneNumber]
[name, loc, mainPhoneNumber]
[firstName, lastName]
[firstName, lastName]
The default fields combination used to query completeness info.
min_date_format
min_date_value
MM/dd/yyyy HH:mm:ss
09/13/1990 00:00:00
When choosing the query criteria of "From" calendar selector, the oldest time users can specify.
collectionsClassPath
loggingClassPath
com/oracle/mdm/view/collections.xml
logging.properties
These are the internally-used configurations. Do not modify them.
Entry Name Default Value Description
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http://<ServerAddress>:<ServerPort>/dgm/
For example, navigate to http://130.35.79.111:7001/dgm/
NOTE: Java script and Active Control should be permitted to display the page.
Instructions for ACR 476This topic is part of “Configuration Instructions for Enhancements and Updates” on page 40.
Use the instructions in this topic to implement ACR 476, which provides the new product Siebel Smart Answer Connector.
For more information about the enhancements provided by ACR 476 for version 8.1.1.1 and later, see Siebel Smart Answer Connector Guide. This new guide is available on the Siebel 8.1 Bookshelf on OTN at http://www.oracle.com/technology/documentation/siebel.html.
Updating Repository Objects for Siebel Smart Answer ConnectorTo deploy Siebel Smart Answer Connector, you must update repository objects in Siebel Tools.
To update repository object for Siebel Smart Answer Connector
1 Extract all archive files (*.sif) from SIEBEL_TOOLS_ROOT/REPPATCH/ACR476.zip into a temporary location.
2 Log in to Siebel Tools with administrator privileges.
3 Lock the following projects:
■ Smart Answer 8.x
■ Smart Answer
■ Banter eService
■ Service (SSV)
■ Symbolic Strings
■ eCatalog Admin
■ eMail Response
NOTE: If projects and objects are not locked when you import SIF files, a message appears indicating which object or project is to be locked. In such a case, lock the project or object, and then import the SIF file again.
4 Import the SIF files you extracted in Step 1 in the order shown below:
■ 01_sma_project.sif
■ 02_sma_classes.sif
■ 03_sma_dll.sif
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■ 04_sma_bussvc.sif
■ 05_sma_io.sif
■ 06_sma_ss.sif
■ 07_sma_applets.sif
■ 08_sma_sct.sif
■ 09_sma_view.sif
■ 10_emr_bussvc.sif
NOTE: SIF files are written in XML format. Their structure is a hierarchy of the objects archived, listing all of their properties and including any associated scripts: Repository, then Project, then Object, and then Child Objects.
5 Compile the changes into an updated repository file (SRF file). Copy the new SRF file to the Siebel Server installation, under SIEBSRVR_ROOT\objects\enu.
6 Start the Siebel Server (or servers) using the newly compiled SRF.
For more information about starting Siebel Servers, see Siebel System Administration Guide.
7 Update the file SAConfig.xml by performing the following:
a Navigate to the SIEBSRVR_ROOT\smartanswer directory, and then open the SAConfig.xml file with a text editor.
b Replace the value for NLPAdapterDLLName with the correct location and filename.
c Verify the value for the FacadeName property. The value depends on the third-party product you are using with Siebel Smart Answer.
8 Create a new smartanswer directory and subdirectories under the Siebel File System.
a Make sure the File System location is correct, accessible, and writable.
b In the smartanswer directory, create two subdirectories: import and export.
For example, if you map your File System to fs, then the resulting directory structure is similar to that shown below.
fssmartanswer
exportimport
Adding Seed Data for Siebel Smart Answer ConnectorTo deploy Siebel Smart Answer Connector, you must add seed data for Siebel Smart Answer Connector. Seed data is required for product operation.
To add seed data for Siebel Smart Answer Connector
1 Add a new LOV (List of Values) by doing the following:
a Navigate to the Administration - Data screen, and then the List of Values view.
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b Click New, and then add the following values:
❏ Type = SEARCH_SMART_ANSWER
❏ Display Value = Smart Answer
❏ Language = English American
2 Add a new inbound Web service by doing the following:
a Navigate to the Administration – Web Services screen, then the Inbound Web Services view.
b Click New, and then add the following values:
❏ Namespace = http://siebel.com/asi/
❏ Name = SmartAnswerService
❏ Status = Active
❏ Comment = Smart Answer Service
3 Add a service port to the newly created Inbound Web Service.
a Navigate to the Administration – Web Services screen, then Inbound Web Services, and then the Service Ports view.
b Click New, and then add the following values:
❏ Name = Default
❏ Type = Business Service
❏ Business Service/Business Process name = Smart Answer External Business Service
❏ Transport = HTTP
❏ Address = http://130.35.27.238/eai_enu/start.swe?SWEExtSource=WebService&SWEExtCmd=Execute&UserName=USERNAME&Password=PASSWORD
where:
USERNAME is a valid Siebel user namePASSWORD is the corresponding password.
❏ Binding = SOAP_RPC_LITERAL
4 Add operations for the newly created service port.
a Navigate to the Administration – Web Services screen, Inbound Web Services, Service Ports, and then the Operations view.
b Click New to create new operations using the values shown in the following table.
Name Method Display Name Authentication Type
Import Import None
Export Export None
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Setting Up Siebel Email Response for Use with Siebel Smart Answer ConnectorTo make the Siebel Smart Answer Connector functionality available for use in Siebel Email Response, you must set up the Siebel Email Response user interface.
To set up Siebel Email Response for use with Siebel Smart Answer Connector
1 Verify the following DLLs are available in the SIEBSRVR_ROOT\bin directory:
■ swcommfr.dll
■ sscommsv.dll
■ sscmclnt.dll
■ sscacabc.dll
■ swcacafr.dll
2 Extract all archive files (*.sif) from SIEBEL_TOOLS_ROOT\REPPATCH\EMRUI_New.zip into a temporary location.
3 Log in to Siebel Tools with administrator privileges.
4 Lock the following projects:
■ Mail Agent
■ eMail Response
5 Import the SIF files you extracted in Step 2 on page 280 in the order shown below:
■ EMR_UI_Applets.sif
■ EMR_UI_BC.sif
■ EMR_UI_BO.sif
■ EMR_UI_BS.sif
■ EMR_UI_Class.sif
■ EMR_UI_Screen.sif
■ EMR_UI_View.sif
■ EMR_UI_Webtemplate.sif
■ EMR_UI_WF.sif
Feedback Feedback None
Lookup Lookup None
RefreshKB Refresh None
Name Method Display Name Authentication Type
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NOTE: If projects and objects are not locked when you import SIF files, a message appears indicating which object or project is to be locked. In such a case, lock the project or object, and then import the SIF file again.
6 Compile the changes into an updated repository file (SRF file). Copy the new SRF file to the Siebel Server installation, under SIEBSRVR_ROOT\objects\enu.
7 Start the Siebel Server (or servers) using the newly compiled SRF.
For more information about starting Siebel Servers, see Siebel System Administration Guide.
8 Import the following workflows:
■ eMail Response - Analyze Message.xml
■ eMail Response - Client Send Email.xml
■ eMail Response - Create Activity.xml
■ eMail Response - Process Message.xml
■ eMail Response - Response Workflow.xml
■ eMail Response - Send Auto Response.xml
■ eMail Response - Set Parent Activity Status.xml
For information about working with workflows, see Siebel Business Process Framework: Workflow Guide.
9 Activate the workflows you imported in Step 8 on page 281.
10 Add seed data by doing the following:
a Launch the Siebel Developer Web Client with the /editseeddata command-line option.
For more information about launching this client type, see the Siebel Installation Guide for the operating system you are using.
b Navigate to the Administration - Application screen, and then Views.
c Click New to create a new view and add the following values:
❏ View Name = Communication Detail View
❏ Description = Drill down View
❏ Default Local Access = Yes
❏ Responsibilities = Siebel Administrator, Call Center Administrator, eMail Response Agent, eMail Response Manager, and Call Center Manager
Instructions for ACR 480The following sections contain information about how to work with the seed data provided with ACR 480.
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Views and ResponsibilitiesThe following procedure details how to add the views and responsiblities for ACR 480.
To add views/responsibilities
1 Connect to the Siebel application with /editseeddata switch.
2 Navigate to Site Map > Administration Application > Views, and add the views and responsibilities listed in the following table:
View Responsibility
CS CG My High Level Planning List View Siebel Administrator, CG Key Account Manager
CS CG My Team's High Level Planning List View
Siebel Administrator, CG Key Account Manager
CS CG All High Level Planning List View Siebel Administrator, CG Key Account Manager
CS CG All Across Organizations High Level Planning List View
Siebel Administrator
CPG Plan High Level Planning View Siebel Administrator, CG Key Account Manager
CPG Account High Level Planning View Siebel Administrator, CG Key Account Manager
CPG Promotion List View Siebel Administrator, CG Key Account Manager
CPG Promotion Literature List View Siebel Administrator, CG Key Account Manager
CPG Promotion Product Performance View Siebel Administrator, CG Key Account Manager
CS CG All Promotion List View Siebel Administrator, CG Key Account Manager
CS CG Corporate Promotion Category List Admin View - SIS
Siebel Administrator, CG Key Account Manager
CS CG Promotion Literature List View Siebel Administrator, CG Key Account Manager
CS CG Corporate Promotion Attachments View
Siebel Administrator, CG Key Account Manager
SIA CS Target Account View Siebel Administrator, CG Key Account Manager
SIS CS Corporate Promotions Target View Siebel Administrator, CG Key Account Manager
CS CG Deal Payment Approval View Siebel Administrator, CG Key Account Manager, Super User - SIS 7.7, Super User - SIS
SIA CS ADL Authorized Category Product View
Siebel Administrator, CG Key Account Manager
SIA CS ADL Authorized Product View Siebel Administrator, CG Key Account Manager
CG Account Merchandising Location Product View
Siebel Administrator, CG Key Account Manager
CS Fund Transfer Admin View Siebel Administrator, CG Key Account Manager
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Lists of ValuesThe following section details how to add the LOVs provided in ACR 480.
To add LOVs
1 Connect to the Siebel application.
2 Navigate to Site Map > Administration Data > List of Values Explorer (for List of Values Type) and List of Values (for LOV type values), and create or modify the following LOV Type/LOVs with Translate = Y for all the values:
CS Plan Account Promotion Audit Trail View Siebel Administrator, CG Key Account Manager
CS Plan Audit Trail View Siebel Administrator, CG Key Account Manager
CS Visit Parent Account Promotions View Siebel Administrator, CG Key Account Manager
CS Claim My Claims View Siebel Administrator, CG Key Account Manager
CS Claim My Team's Claims View Siebel Administrator, CG Key Account Manager
CS Claim All Claims View Siebel Administrator, CG Key Account Manager
CS Claim All Across Orgs Claims View Siebel Administrator, CG Key Account Manager
CS Claim Attachments View Siebel Administrator, CG Key Account Manager
CS Claim Resolution View Siebel Administrator, CG Key Account Manager
New or Needs Modification?
LOV Type Code Display Value
Language-Independent Code Comments
New SVP Source Baseline PY Currency
Baseline PY Currency Order = 7
New SVP Source Baseline PY Qty
Baseline PY Cases Order = 8
New SVP Source Baseline Target Currency
Baseline Target Currency
Order = 9
New SVP Source Baseline Target Qty
Baseline Target Cases Order = 10
Modify SVP Source Incremental Qty
Baseline Incremental Cases
Change Order = 11
Modify SVP Source Incremental Currency
Baseline Incremental Currency
Change Order = 12
View Responsibility
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Modify SVP Source Consumed Qty Consumption Consumed Cases
Change Order = 13
Modify SVP Source Shipped Qty Shipments Shipped Cases
Change Order = 14
Modify SVP Source Target Basis Currency
Target Basis Currency Change Order = 15
Modify SVP Source Target Basis Qty
Target Basis Cases Change Order = 16
Modify SVP Source Target Planning Currency
Target Planning Currency
Change Order = 17
Modify SVP Source Target Planning Qty
Target Planning Cases Change Order = 18
Modify SVP Source Target Currency
Target Baseline Currency
Change Order = 19
Modify SVP Source Target Qty Target Baseline Cases Change Order = 20
New CAMP_EXEC_STATUS
In Progress In Progress Translate = Y
New DISPLAY_LOC Shelf Shelf Order = 1
New DISPLAY_LOC Off-Shelf Off-Shelf Order = 2
New DISPLAY_LOC Secondary Secondary Order = 3
New DISPLAY_LOC End-of-Isle End-of-Isle Order = 4
New DISPLAY_LOC Checkout Checkout Order = 5
New DISPLAY_LOC Multiple Multiple Order = 6
New DISPLAY_SIZE Small Small Order = 1
New DISPLAY_SIZE Medium Medium Order = 2
New DISPLAY_SIZE Large Large Order = 3
New DISPLAY_TYPE Literature Literature Order = 1
New DISPLAY_TYPE Merchandise Merchandise Order = 2
New DISPLAY_TYPE Sweepstakes Sweepstakes Order = 3
New DISPLAY_TYPE Audio Audio Order = 4
New DISPLAY_TYPE Multi-Media Multi-Media Order = 5
New DISPLAY_TYPE Promoter Promoter Order = 6
New or Needs Modification?
LOV Type Code Display Value
Language-Independent Code Comments
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New ADV_LOC Premium Premium Order = 1
New ADV_LOC Secondary Secondary Order = 2
New ADV_LOC Tertiary Tertiary Order = 3
New ADV_SIZE Postage Stamp Postage Stamp Order = 1
New ADV_SIZE Quarter Page Quarter Page Order = 2
New ADV_SIZE Half Page Half Page Order = 3
New ADV_SIZE Full Page Full Page Order = 4
New ADV_SIZE Not Applicable Not Applicable Order = 5
New ADV_TYPE Flyer Flyer Order = 1
New ADV_TYPE Newspaper Newspaper Order = 2
New ADV_TYPE TV TV Order = 3
New ADV_TYPE Radio Radio Order = 4
New ADV_TYPE Direct Mail Direct Mail Order = 5
New ADV_TYPE Internet Internet Order = 6
New PRICE_REDUCTION_SIZE
Reduction Amount
Reduction Amount Order = 1
New PRICE_REDUCTION_SIZE
Reduction % Reduction % Order = 2
New PRICE_REDUCTION_SIZE
Reduced Price Reduced Price Order = 3
New PRICE_ REDUCTION_TYPE
TPR TPR Order = 1
New PRICE_ REDUCTION_TYPE
Special Pack Special Pack Order = 2
New PRICE_ REDUCTION_TYPE
BOGO BOGO Order = 3
New PRICE_ REDUCTION_TYPE
EDLP/EDLC EDLP/EDLC Order = 4
New PRICE_ REDUCTION_TYPE
Coupon Coupon Order = 5
New or Needs Modification?
LOV Type Code Display Value
Language-Independent Code Comments
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New FD_SLOTFEE_PAY_MTH
Bill Back Bill Back Order = 1
New FD_SLOTFEE_PAY_MTH
Deduction Deduction Order = 2
New FD_SLOTFEE_PAY_MTH
Check Check Order = 3
New OTHER_FD_SPND_PAY_MTH
Bill Back Bill Back Order = 1
New OTHER_FD_SPND_PAY_MTH
Deduction Deduction Order = 2
New OTHER_FD_SPND_PAY_MTH
Check Check Order = 3
New SH_VAR_SPEND_MTH
Bill Back Bill Back Order = 1
New SH_VAR_SPEND_MTH
Deduction Deduction Order = 2
New SH_VAR_SPEND_MTH
Off-Invoice Off-Invoice Order = 3
New TACTICS_TYPE Display & TPR 10%
Display & TPR 10%
New TACTICS_TYPE Display & TPR 15%
Display & TPR 15%
New TACTICS_TYPE Display & TPR 5%
Display & TPR 5%
New TACTICS_TYPE F&D F&D
New TACTICS_TYPE F&D 10% F&D 10%
New TACTICS_TYPE F&D 15% F&D 15%
New TACTICS_TYPE F&D 5% F&D 5%
New TACTICS_TYPE Feature & TPR 10%
Feature & TPR 10%
New TACTICS_TYPE Feature & TPR 15%
Feature & TPR 15%
New TACTICS_TYPE Feature & TPR 5%
Feature & TPR 5%
New or Needs Modification?
LOV Type Code Display Value
Language-Independent Code Comments
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3 Click the Clear Cache button.
State ModelUse the following procedure to add State Models.
To add State Models
1 Connect to the Siebel application.
2 Navigate to Site Map > Administration - Application > State Models.
3 Add the following new states for the CS Claim Status State Model: Closed, In Progress, Inactive, Open (Default), Resolved.
4 Add the transactions described in the following tables for the CS Claim Status State Model:
5 Add new states for the State Models in the following table:
Modify PAYMENT_METHOD_CODE
Claim Claim Order = 23
Modify PAYMENT_TYPE_CODE
Claim Claim
New? State Model Name Business Component Field
New CS Claim Status CS Claims Payment Status
Transition From Transition To
Resolved Closed
New or Needs Modification? State Model Name Business Component Field
Modified CS CG Promo Category Payment Status
CS CG Promotion Category Deal Payment
Payment Status
Modified CS Check Payment Status
CPG Check Payment Payment Status
Modified CS Deduction Payment Status
CPG Deduction Resolution - Payment
Payment Status
New or Needs Modification?
LOV Type Code Display Value
Language-Independent Code Comments
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6 Add the new states for the State Models: Requested, Approved, and Rejected.
7 Add or modify the transactions for the State Models:
8 Add new states for the following State Model:
9 Add the following new states for the State Models: Requested (Default), Approved, and Rejected.
10 Add the transactions listed in the following table for the State Models:
Modified CS Promo Payment Status
CPG Promo Deal Payment Payment Status
Modified CS Promoted Product Payment Status
CG Promo Product Fund Payment Payment Status
New CS Claim Payment Status
CS Claim Payments Payment Status
Transition From Transition To
Pending Requested
Pending Cancelled
Requested Cancelled
Approved Cancelled
Approved Submitted
Rejected Pending
Rejected Requested
Rejected Cancelled
Submitted Paid
Submitted Cancelled
Paid Voided
New? State Model Name Business Component Field
New CS CG Deal Payment Status CS CG Deal Payment Approval Payment Status
Transition From Transition To
Requested Approved
Requested Rejected
New or Needs Modification? State Model Name Business Component Field
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11 Log out of the Siebel application and bounce the Siebel Server.
Audit TrailUse the following procedure to create new Audit Trails.
To create new Audit Trails
1 Connect to the Siebel application.
2 Navigate to Site Map > Administration - Audit Trail > and create new Audit Trails with the information in the following tables:
3 Click the Update Audit Cache button.
WorkflowsThe following procedure details how to add the workflows that are associated with ACR 480.
To add the ACR 480 workflows
1 Connect to Siebel Tools and navigate to Object Explorer.
2 In Object Explorer, select Project, and lock the CPG Plan, CPG Corporate Promotion, and ADL Enhancement projects.
3 Select Workflow Process in the Object Explorer, select Import Workflow Process from the right-click menu in the list view pane, and import the following workflow xml files:
❏ CG Apply Corporate Promotion Process (Project = CPG Corporate Promotion)
New?Audit Trail Business Component Base Table Update Delete Insert Assoc
New CPG Plan Account S_SRC Y Y Y Y
New? Field Table Name Column Name
New Account Promotion Status S_SRC STATUS_CD
New? Audit Trail Buscomp Base Table Update Delete Insert Assoc
New CPG Plan Account Promotion S_SRC Y Y Y Y
New? Field Table Name Column Name
New Account Promotion Status S_SRC STATUS_CD
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❏ CS CG Account Plan Update Process (Project = CPG Plan)
❏ SIA CS ADL Service Workflow (Project = ADL Enhancement)
❏ SIA CS Update Product Status (Project = ADL Enhancement)
4 Navigate to View > Toolbars, and make sure that the WF/Task Editor toolbar is checked.
5 Click the Publish/Activate button to deploy all of the workflows.
6 Log out of Siebel Tools.
7 Connect to the Siebel application.
8 Navigate to Site Map > Administration - Business Process > Workflow Deployment , and verify that all the workflows show up in the Active Workflow Processes List at the bottom.
About Rules in the Personalization ScreenThe following section contains information about Rules in the Administration > Personalization screen.
Table 13 contains details about the SVPFilterYear profile variable, Table 14 contains information about the SVP Current Year Filter rule set, and Table 15 contains information about the Current Filter rule.
Table 13. Values of SVPFilterYear
Value of SVPFilterYear Description
CurrentSVPYear Profile Variable value for Current Year
NextSVPYear Profile Variable value for Next Year
PriorSVPYear Profile Variable value for Prior Year
AllSVPYears Profile Variable value for All Years
Table 14. SVP Current Year Filter Rule Set
Rule Set
Name Active Start Date End Date Description
SVP Current Year Filter Y Select today's date SVP Current Year Filter
Table 15. Current Filter Rule
Rules
Name Rule Type Seq Active Start Date End Date Description
Current Filter Expression 1 Y Select today's date Filter for current year
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Note the following information about working with rule sets:
■ You need to set different rule sets for different filters.
■ Make sure that the "SVPFilterYear" Profile Variable contains the proper values before you associate these rules to the applet.
■ When setting rules and when associating the rules with the applets, remember to use the "Reload Personalization Rules" menu option.
Changing Visibility The following procedure details how to change visibility for the Plan Team and Promotion Team Business Components.
To change visibility for the Plan Team and Promotion Team Business Components
1 In Object Explorer, navigate to Business Component.
2 For the Plan Team Business Component, query for Name = CPG Plan Account , and lock the project using the right-click menu.
3 For the Promotion Team Business Component, query for Name = CPG Plan Account Promotion, and lock the object using the right-click menu.
4 In Object Explorer, navigate to the Business Component View Modes for each Business Component.
5 Query for for Sales Rep in Business Component View Modes.
6 Change the value of the Visibility MVL from Account Position to Position.
7 Change the value of the Visibility MVF from Account Sales Rep to Sales
8 Compile the Business Components.
Changing the User Properties for the Plan Team and Promotion Team Business ComponentsThe following procedure details how to change the user properties for the Plan Team and Promotion Team Business Components.
To change the user properties for the Plan Team and Promotion Team Business Components
1 In Object Explorer, navigate to Business Component.
2 For the Plan Team Business Component, query for Name = CPG Plan Account, and lock the object using the right-click menu.
3 For the Promotion Team Business Component, query for Name = CPG Plan Account Promotion, and lock the object using the right-click menu.
4 In Object Explorer, navigate to Business Component User Properties for each Business Component.
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5 Change the value of Add Account Team from Y to N.
6 Compile both Business Components.
Activating and Disabling Views in the SIA CS ADL ScreenThe following procedure details how to add activate two views and disable one view in the SIA CS ADL screen.
To activate and disable views in the SIA CS ADL screen
1 In Object Explorer, navigate to Screen in the Object Explorer.
2 Query for SIA CS ADL Screen.
3 Navigate to Views, query for the “SIA CS ADL Authorized Category Product View” and “SIA CS ADL Authorized Product View” views and activate them.
4 Query for the “SIA CS Source of Supply Accounts Products View” view and disable it.
5 Compile the screen.
For more information about Siebel Consumer Goods, see Siebel Consumer Goods Guide on the Siebel Bookshelf at http://www.oracle.com/technology/documentation/siebel.html.
Instructions for ACR 488CAUTION: You must have installed ACR 450 before you install ACR 488. For more information about installing ACR 450, see “Instructions for ACR 456” on page 98.
For information about how to implement ACR 488, within My Oracle Support, navigate to the Knowledge tab and search for Doc ID 880604.1.
For more information about the Siebel Hospitality application, see Siebel Hospitality Guide on the Siebel Bookshelf at http://www.oracle.com/technology/documentation/siebel.html.
Instructions for ACR 494For instructions about how to implement ACR 494, within My Oracle Support, navigate to the Knowledge tab and search for Doc ID 1061483.1.
Instructions for ACR 499The following sections contain detailed information about the functionality provided by ACR 499, as well as instructions for implementing the ACR.
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Release Notes for ACR 499The following section contains information about known issues with ACR 499, as well as any applicable workaround information.
OK Button DisabledCategory: Quotes and Orders
Subcategory: Asset-Based Ordering
Product Version: 8.1.1.4
Change Request: 12-2169YMX
When promotions are upgraded through the Bulk Request function, the OK button is not enabled.
Bulk Requests Remain in Processing StatusCategory: Quotes and Orders
Subcategory: Asset-Based Ordering
Product Version: 8.1.1.4
Change Request: 12-216ABLP
When users try to add an excluded product with scope all/exclude, Bulk Requests remains in the Processing status.
Installing ACR 4991 Open tools.cfg from <Tools Install Directory>\Bin\Enu and verify the [Siebel] section.
2 Ensure that the SymStrPrefix entry has been set to SBL_
[Siebel]
…..
.; SymStrPrefix parameter needs to be X_ for Siebel Customers.
SymStrPrefix = SBL_
……..
3 Navigate to <Tools Installed Directory>\REPPATCH, and unzip the BulkRequest_ACR499.zip file.
4 In Siebel Tools, lock all of the following projects:
❏ ABO Bulk Request
❏ ABO Bulk Request UI
❏ Asset Management
❏ Contact
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❏ ISS Product Loader
❏ ISS Promotion Admin
❏ ISS Promotion Integration
❏ List Mgmt (UI)
❏ Order Entry
❏ Product
❏ Product Selection UI
❏ Quote
❏ Quote (UI)
❏ SIS OM Base Architecture
❏ Srvagree
❏ Symbolic Strings
❏ VORD Compound Product Validation Engine
❏ VORD Network Order Entry
❏ eAuto Simplified List Mgmt
❏ Table ListManagement
❏ Table BulkRequest
❏ EIM BulkRequest
❏ EIM ListManagement
5 Import the following SIF files in the order shown from the <Tools Installed Directory>\REPPATCH\ BulkRequest_ACR499\REPOSITORY folder into Siebel Tools using the Tools > Import from Archive option. Use the Merge option in Siebel Tools Import Wizard.
NOTE: For example, if Symbolic String is not exposed in View > Option > Object Explorer >Siebel Object, navigate to View > Option, click the Object Explorer tab and check Symbolic String.
❏ Tables
❏ Symbolic Strings
❏ Class
❏ Picklist
❏ Business Service
❏ Business Components
❏ Links
❏ Business Objects
❏ Integration Objects
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❏ Applets
❏ Views
❏ Screens
NOTE: If you have not locked the required projects, you may receive a warning error message. If you receive the warning error message, lock the project displayed in the message.
6 After the SIF files have been imported, within Object Explorer, navigate to Table.
a Query for all of the changed objects and select them.
b Use the "Apply/DDL" button to apply the changes to the physical database.
c Choose the "Current Query" option from the Table drop-down list.
d Click Apply and then click OK.
7 Provide the following credentials when connecting to the database:
■ Database user= <Table Owner name>
■ Database user password= <Table Owner name>
■ ODBC data source= <DSN Name> (create the DSN if you get a “TNS not resolved” error message)
Creating Integration ObjectsThe following section describes how to create the integration objects for ACR 499.
ABO Bulk Request Order
1 Log into Siebel Tools.
2 Click on Integration Object in the Object Explorer, and query for SIS OM Order.
3 Right-click on the SIS OM Order integration object, and choose Copy Record.
4 Name the new record ABO Bulk Request Order.
5 Within the ABO Build Request Order integration object, select the MACD Order Entry - Line Items integration component.
6 Click on Integration Component User Prop in OBLE and add a record with the following values:
❏ Name: SelectiveChildQuery
❏ Value: Y
7 Right-click on ABO Bulk Request Quote and choose Compile Selected Objects to compile the integration object.
ABO Bulk Request Quote
1 Log in to Siebel Tools.
2 Click on Integration Object in the Object Explorer, and query for SIS OM Quote.
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3 Right-click on the SIS OM Quote integration object and choose Copy Record.
4 Name the new record ABO Bulk Request Quote.
5 Within the ABO Bulk Request Quote integration object, select the MACD Quote Item integration component.
6 Click on Integration Component User Prop and add a record with the following values:
❏ Name: SelectiveChildQuery
❏ Value: Y
7 Right-click on ABO Bulk Request Quote and choose Compile Selected Objects to compile the integration object.
Compiling the ProjectsUse the following procedure to compile the projects.
To compile the projects
1 Stop the Siebel Server, if it is running.
2 Compile all the locked projects using Tools > Compile Projects.
3 Save the srf file to <Siebel Server Install folder>\objects\ENU\siebel_sia.srf on the installed Siebel server.
4 Start the Siebel Server.
Importing Seed Data for ACR 499Use the following procedure to import the seed data for ACR 499.
To import the seed data for ACR 499
1 Create an ODBC entry for the database where you plan to import the seed data:
a Navigate to Start > Settings > Control Panel > Administrative Tools > Data Sources (ODBC), navigate to the System DNS tab, and click Add.
b Select the "Siebel Oracle90" driver (from Datadirect Technologies).
c Enter a data source name (such as DevelopmentDB).
d Enter the server name to connect to.
e Test your connection and click OK when tested successfully.
2 Navigate to the directory where you installed Siebel Tools and change the directory to REPPATCH\BulkRequest_ACR499.
NOTE: Before executing the next step, make sure that the dataimp.exe file exists in the <Tools Install Directory>/bin directory.
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3 Run the following command:
<Tools Install Directory>\bin\dataimp /u <USERNAME> /p <PASSWORD> /f <Tools Install Directory>\REPPATCH\BulkRequest_ACR499\SEED_DATA\ACR499_VACR499BLK_Seed.dat /l <Tools Install Directory>\temp\dataimp_seed.log /c <ODBC Source Name> /d <Table Owner> /i <Tools Install Directory>\REPPATCH\BulkRequest_ACR499\SEED_DATA\SeedInp_Files\<Database Platform>\ ACR499_SIAMSTDNV_Seed.inp /q -1 /w y /e n /t n /x R /n 100 /h log
<Tools Install Directory> - Replace with your Siebel Tools install directory
<ODBC Source Name> - Replace with the ODBC name
<Database Platform> - Replace with your database platform (ORACLE, DB2UDB or MSSQL)
4 Review the <Tools Install Directory>\temp\dataimp_seed.log file to make sure import completed successfully
5 Depending upon the language that you are installing, complete Step 6 or Step 7.
6 If you are installing ENU, perform the following steps:
a Run the following command after importing the ACR499_VACR499BLK_Seed.dat file:
<Tools Install Directory>\bin\dataimp /u <USERNAME> /p <PASSWORD> /f <Tools Install Directory>\REPPATCH\BulkRequest_ACR499\SEED_DATA\ACR499_VACR499BLK_Seed_Locale_ENU.dat /l <Tools Install Directory>\temp\dataimp_seed.log /c <ODBC Source Name> /d <Table Owner> /i <Tools Install Directory>\REPPATCH\ BulkRequest_ACR499\SEED_DATA\SeedInp_Files\<Database Platform>\ ACR499_SIAMSTDNV_Seed_Locale_ENU.inp q -1 /w y /e n /t n /x R /n 100 /h log
<Tools Install Directory> - Replace with your Siebel Tools install directory
<ODBC Source Name> - Replace with the ODBC name
<Database Platform> - Replace with your database platform (ORACLE, DB2UDB or MSSQL)
b Review the <Tools Install Directory>\temp\dataimp_seed.log file to make sure that the import completed successfully.
7 If you are installing a language other than ENU, perform the following steps:
a Run the following command after importing ACR499_VACR499BLK_Seed.dat file to import the locale specific seed_locale_XXX.dat, where XXX is the language code.
<Tools Install Directory>\bin\dataimp /u <USERNAME> /p <PASSWORD> /f <Tools Install Directory>\REPPATCH\BulkRequest_ACR499\SEED_DATA\XXX\seed_locale_XXX.dat/l <Tools Install Directory>\temp\dataimp_seed.log /c <ODBC Source Name> /d <Table Owner> /q -1 /w n /e y /t n /x R /n 100 /h log
<Tools Install Directory> - Replace with your Siebel Tools install directory
<ODBC Source Name> - Replace with the ODBC name
xxx - Replace with your language name
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To import locale-specific symbolic strings
1 From within Siebel Tools, navigate to Tools > Utilities > Locale Management.
The Locale Management dialog box appears.
2 In the Options tab, under Languages, select a source language and a target language.
3 Click the Import tab, and enter the directory path and name of the file you want to import. For example, enter <Tools Install Directory>\REPPATCH\BulkRequest_ACR499\LMU\<target language>\lmu_srm.xlf3.
4 Click the Import button to import the data.
Verifying Seed Data for ACR 499Use the procedures in the following sections to verify the seed data for ACR 499.
To verify the views
1 Navigate to Administration - Application > Views.
2 Verify the following views.
To verify the List of Values
1 Navigate to Administration - Data > LOV Explorer and verify the following values:
View Name Description
Default Local Access
ABO Bulk Request Action Set Quotes View ABO Bulk Request Action Set Quotes View
Y
ABO Quote Item Drill Down View ABO Quote Item Drill Down View Y
ABO BR List Mgmt Assets View - All ABO BR List Mgmt Assets View - All Y
ABO Bulk Request Template View ABO Bulk Request Template View Y
Asset Target Query View Asset Target Query View Y
ABO Bulk Request Explode Exceptions View ABO Bulk Request Explode Exceptions View
Y
Type Translate
ABO_BR_ACTSET_TEMPLTE_TYPE Y
ABO_BR_TEMPLTE_INSTANCE_SCOPE Y
ABO_BR_TEMPLTE_INSTANCE_TYPE Y
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2 Navigate to Administration - Data > List Of Values, and verify the following values:
NOTE: The values are for ENU only and the Display Value and the Language Independent Code value is the same. The Language Name is English-American for all the LOV values.
TypeDisplay Value LIC Language Name Order Active Translate
Replication Level
QUOTE_TYPE Bulk Request Template Quote
Bulk Request Template Quote
English-American 52 Y Y All
QUOTE_TYPE Bulk Request Explode Quote
Bulk Request Explode Quote
English-American 53 Y Y All
ABO_BR_INSTANCE_TYPE
Network Id Network Id
English-American 3 Y Y All
ABO_BR_INSTANCE_TYPE
Agreement Id
Agreement Id
English-American 4 Y Y All
LISTMGMT_LIST_TYPE
Assets Assets English-American 3 Y Y All
SLM_FIELD_DISPLAY
Assets Assets English-American - Y Y All
SLM_LST_CATEGORY
Assets SLM List Member - Asset
English-American - Y N All
ABO_BR_SUBMIT_STATUS
Processing Processing
English-American 5 Y Y All
ABO_BR_SUBMIT_STATUS
Queued Queued English-American 6 Y Y All
WF_GROUP_CD ABO Bulk Request
ABO Bulk Request
English-American 1 Y Y All
ABO_BR_ACTSET_TEMPLTE_TYPE
New New English-American 1 Y Y All
ABO_BR_ACTSET_TEMPLTE_TYPE
Modify Modify English-American 2 Y Y All
ABO_BR_ACTSET_TEMPLTE_TYPE
Upgrade Upgrade English-American 3 Y Y All
ABO_BR_TEMPLTE_INSTANCE_SCOPE
All All English-American 1 Y Y All
ABO_BR_TEMPLTE_INSTANCE_SCOPE
Include Include English-American 2 Y Y All
ABO_BR_TEMPLTE_INSTANCE_SCOPE
Exclude Exclude English-American 3 Y Y All
ABO_BR_HEADER_STATUS
Explode Fault Explode Fault
English-American 9 Y Y All
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3 After verifying the records in the preceding table, navigate to Menu > Clear Cache.
4 Log out of the Siebel application and then log back in.
Signals
To verify the ABOBulkRequestCheckEligibility signal
1 Navigate to Administration - Order Management -> Signals.
2 In the Signals list view, confirm that the signal ABOBulkRequestCheckEligibility has been created.
3 In the Versions list view, click on the Work Space link to drill down to the Actions list view.
4 In the Actions list view, verify the following.
5 In the Parameters list view, verify the following.
ABO_BR_HEADER_STATUS
Exploded Exploded English-American 10 Y Y All
ABO_BR_HEADER_STATUS
Exploding Exploding
English-American 11 Y Y All
FS_ORDER_TYPE Bulk Request Explode Order
Bulk Request Explode Order
English-American 18 Y Y All
ABO_BR_ACTION_CODE
Replace Replace English-American 7 Y Y All
ABO_BR_TEMPLTE_INSTANCE_TYPE
Contact Id Contact Id
English-American 1 Y Y All
ABO_BR_TEMPLTE_INSTANCE_TYPE
Service Id Service Id
English-American 2 Y Y All
ABO_BR_EXCEPTION_TYPE
E&C E&C English-American 1 Y Y All
ABO_BR_EXCEPTION_TYPE
Explode Error
Explode Error
English-American 6 Y Y All
Sequence Service Type Service Name Service Method
1 Workflow PSP Driver Workflow Process RunProcess
Name Value
CPScope Whole
Pick Mode Post-Pick
TypeDisplay Value LIC Language Name Order Active Translate
Replication Level
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Variable MapsUse the procedures in the following section to verify the ACR 499 variable maps.
To verify the ABO Bulk Request Eligibility Variable Map - Row Set variable map
1 Navigate to Administration - Order Management > Variable Maps.
2 Verify that the ABO Bulk Request Eligibility Variable Map - Row Set variable map has been created.
3 Click on the Work Space link.
4 In the Variable Definition view, verify the following.
NOTE: The Path, Mode, and Source Type fields are shown in the Variable Sources view.
Project Asset Key Delay
RowScope Selected
SubPSPWFName ABO Bulk Request - Check Eligibility & Compatibility
Variable Map - Context Cfg Eligibility Variable Map - Context
Variable Map - Row Set ABO Bulk Request Eligibility Variable Map - Row Set
NameIn/Out Type
On Null Path Mode Source Type
Account Id In ID Ignore $Current/Header/Account Id
Any Instance
Action Code In Text Ignore $Current/Line Item/Action Code
Any Instance
City In Text Ignore $Current/Header/City Any Instance
Class Id In ID Ignore $Current/Line Item/Class Id
Any Instance
Country In Text Ignore $Current/Header/Country Any Instance
Covered Asset Product Id
In ID Ignore $Current/Line Item/Covered Asset Product Id
$Current/Line Item/Covered Asset Product Id
$Current/Line Item/Covered Asset Product Id
Agreement Instance
Order
Quote
Covered Line Item Id
In ID Ignore $Current/Line Item/Covered Line Item Id
Agreement Instance
$Current/Line Item/Covered Line Item Id
Order
$Current/Line Item/Covered Line Item Id
Quote
Name Value
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Covered Product Id
In ID Ignore $Current/Line Item/Covered Product Id
Any Instance
Eligibility Reason
In/Out Text Ignore $Current/Line Item/Eligibility Reason
Any Instance
Eligibility Status
In/Out Text Ignore $Current/Line Item/Eligibility Status
Any Instance
Exclude Pricing Flag
In/Out Boolean
Ignore $Current/Line Item/Exclude Pricing Flag
Any Instance
Id In ID Ignore $Current/Line Item/Id Any Instance
Inclusive Eligibility Flag
In Boolean
Ignore $Current/Line Item/Inclusive Eligibility Flag
Any Instance
Name In Text Ignore $Current/Line Item/Name Any Instance
Parent Item Id
In ID Ignore $Current/Line Item/Parent Id
Any Instance
Post Pick In Text Ignore $Current/Line Item/Post Pick CD
Any Instance
Postal Code In Text Ignore $Current/Header/Postal Code
Any Instance
Pre Pick In Boolean
Ignore $Current/Line Item/Pre Pick CD
Any Instance
Pricelist Id In ID Ignore $Current/Line Item/Item Price List Id
Agreement Instance
$Current/Line Item/Item Price List Id
Config
$Current/Line Item/Item Price List Id
Order
$Current/Line Item/Item Price List Id
Quote
Prod Prom Id In ID Ignore $Current/Line Item/Prod Prom Id
Any Instance
Product Id In ID Ignore $Current/Line Item/Product Id
Any Instance
Product Line Id
In ID Ignore $Current/Line Item/Product Line Id
Any Instance
Product Port Id
In ID Ignore $Current/Line Item/Port Item Id
Any Instance
Promotion Item Flag
In Boolean
Ignore $Current/Line Item/Promotion Item Flag
Quote Instance
Quantity In Integer
Ignore $Current/Line Item/Quantity
Any Instance
NameIn/Out Type
On Null Path Mode Source Type
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5 In the Modes view, verify the following.
Data MapsUse the following procedures to verify the ACR 499 data maps.
To verify the ABO Bulk Request Action Set Agreement Inbound Map
1 Navigate to Administration Integration > Data Map Editor.
Root Bundle Flag
In Boolean
Ignore $Current/Line Item/Root Bundle Flag
Agreement Instance
$Current/Line Item/Root Bundle Flag
Order
$Current/Line Item/Root Bundle Flag
Quote
Sales Service Flag
In Boolean
Ignore $Current/Line Item/Sales Service Flag
Agreement Instance
$Current/Line Item/Sales Service Flag
Order
$Current/Line Item/Sales Service Flag
Quote
State In Text Ignore $Current/Header/State Any Instance
Usage Asset Product Id
In ID Ignore $Current/Line Item/Usage Asset Product Id
Any Instance
$Current/Line Item/Covered Asset Id
Order
$Current/Line Item/Usage Asset Product Id
Quote
Mode Object
Any Line Item
NameIn/Out Type
On Null Path Mode Source Type
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2 In the Integration Component Map Applet, select the following records and verify the Source Expression and Target Field Name as shown in the following table.
NOTE: The Source Expression and Target Field Name fields are shown in the Integration Field Map Applet.
To verify the ABO Bulk Request Action Set Asset Inbound Map
1 Navigate to Administration Integration > Data Map Editor.
2 In the Integration Component Map Applet, select the following records and verify the Source Expression and Target Field Name as shown in the following table.
NOTE: The Source Expression and Target Field Name fields are shown in the Integration Field Map Applet.
To verify the ABO Bulk Request Action Set Contact Inbound Map
1 Navigate to Administration Integration > Data Map Editor.
NameSource Component
Target Component
Source Expression Target Field Name
Action Set Header Action Set [Account] Customer Account
[Account Id] Customer Account Id
Instance Line Item Instance [Agreement Id] Agreement Id
NameSource Component Target Component Source Expression Target Field Name
Action Set Header Action Set [Owner Account Id] Customer Account Id
Instance Line Item Instance [Id] Asset Id
[Product Id] Product Id
[Name] Product Name
[Root Id] Root Asset Id
[Service Id] Service Id
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2 In the Integration Component Map Applet, select the following records and verify the Source Expression and Target Field Name as shown in the following table.
NOTE: The Source Expression and Target Field Name fields are shown in the Integration Field Map Applet.
To verify the ABO Bulk Request Action Set Network Inbound Map
1 Navigate to Administration Integration > Data Map Editor.
2 In the Integration Component Map Applet, select the following records and verify the Source Expression and Target Field Name as shown in the following table.
NOTE: The Source Expression and Target Field Name fields are shown in the Integration Field Map Applet.
To verify the ABO Bulk Request All Contact Inbound Map
1 Navigate to Administration Integration > Data Map Editor.
Name Source ComponentTarget Component Source Expression Target Field Name
Action Set Account Action Set [Name]
[Account Id]
Customer Account
Customer Account Id
Instance Related Contact Instance [Email Address] Email Address
[Contact Id] Unique Id
NameIntegration Component
Target Component Source Expression Target Field Name
Action Set Header Action Set [Owner Account Id] Customer Account Id
Instance Line Item Instance [Id] Asset Id
[Compound Product Compound Product
Number] Number
[Root Id] Root Asset Id
[Service Id] Service Id
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2 In the Integration Component Map Applet, select the following records and verify the Source Expression and Target Field Name as shown in the following table.
NOTE: The Source Expression and Target Field Name fields are shown in the Integration Field Map Applet.
Activating Workflows Use the following procedure to activate the workflows for ACR 499.
To activate the workflows for ACR 499
1 Select Workflow Process Object in OBLE.
Name Source Component
Target Component Source Expression Target Field Name
Action Set Account Header [Name]
[Account Id]
Customer Account
Customer Account Id
Instance Related Contact Line Item [Email Address] Email Address
[Contact Id] Unique Id
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2 Right-click Import Workflow Process and import the .xml workflow from the <Tools Installed Directory>\REPPATCH\BulkRequest_ACR499\REPOSITORY\Workflow folder under the following projects.
NOTE: You must import the workflows in the order listed in the following table.
Sequence Workflow Name New/Modified Project
1 ABO Bulk Request - Promotion Disconnect Process
New ABO Bulk Request
2 ABO Bulk Request - Modify Promotion Products & Services Process
New ABO Bulk Request
3 ABO Bulk Request - Edit Iterate Process New ABO Bulk Request
4 ABO Bulk Request - Disconnect Iterate Process
Modified ABO Bulk Request
5 ABO Bulk Request - Cancel Process Workflow
Modified ABO Bulk Request
6 ABO Bulk Request -Validate Process Modified ABO Bulk Request
7 ABO Bulk Request - Explode Workflow New ABO Bulk Request
8 ABO Bulk Request - Explode Driver Workflow
New ABO Bulk Request
9 ABO Bulk Request - Promotion Disconnect Sub Process
New ABO Bulk Request
10 ABO Bulk Request - Edit Complex Asset Workflow
New ABO Bulk Request
11 ABO Bulk Request - Promotion Disconnect Integration SubProcess
New ABO Bulk Request
12 ABO Bulk Request - Disconnect Asset Sub-process
New ABO Bulk Request
13 ABO Bulk Request - Edit Promotion Related Asset Workflow
New ABO Bulk Request
14 ABO Bulk Request - Promotion - Update Matched Items Sub Process
New ABO Bulk Request
15 ABO Bulk Request - Promotion - Add Missed Items Sub Process
New ABO Bulk Request
16 ABO Bulk Request - Add Sub-Process Workflow
Modified ABO Bulk Request
17 ABO Bulk Request - ApplyProductPromotion New ABO Bulk Request
18 ABO Bulk Request - All Instances Sub Process
Modified ABO Bulk Request
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NOTE: Make sure that the new projects have been imported and that the new SRF has been applied to the server before you import and activate the workflows.
3 Use the following steps to publish the workflows:
a Log into the Siebel application as an administrator.
19 ABO Bulk Request - Modify Sub-Process Workflow
Modified ABO Bulk Request
20 ABO Bulk Request - Delete Sub-Process Workflow
Modified ABO Bulk Request
21 ABO Bulk Request - Upgrade Sub-Process Workflow
Modified ABO Bulk Request
22 ABO Bulk Request - Suspend_Resume Sub-Process Workflow.xml
Modified ABO Bulk Request
23 ABO Bulk Request - ModifyWebService-Order
New ABO Bulk Request
24 ABO Bulk Request - Check Eligibility & Compatibility
New ABO Bulk Request
25 ABO Bulk Request - Process Action Sub-Process Workflow
Modified ABO Bulk Request
26 ABO Bulk Request - Disconnect Products & Services Process
New ABO Bulk Request
27 ABO Bulk Request - Inclusive Process Action Sub-Process Workflow
Modified ABO Bulk Request
28 ABO Bulk Request - All Exclusive Process Action Sub-Process Workflow
Modified ABO Bulk Request
29 ABO Bulk Request - Prepare Action Set Sub-Process Workflow
Modified ABO Bulk Request
30 ABO Bulk Request - Sub Process Workflow Modified ABO Bulk Request
31 ABO Bulk Request - Parallel Sub Process Workflow
Modified ABO Bulk Request
32 ABO Bulk Request - Submit Process Workflow
Modified ABO Bulk Request
33 ABO Bulk Request - Submit Driver Process Workflow
Modified ABO Bulk Request
34 ABO Bulk Request Add Item Customize SubProcess Quotes
Modified ABO Bulk Request
35 ABO Bulk Request Add Item Customize Process
Modified ABO Bulk Request
Sequence Workflow Name New/Modified Project
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b Navigate to Administration - Business Process > Workflow Deployment and activate the workflows in the following order:
Sequence Workflow Name
1 ABO Bulk Request - Promotion Disconnect Process
2 ABO Bulk Request - Modify Promotion Products & Services Process
3 ABO Bulk Request - Edit Iterate Process
4 ABO Bulk Request - Disconnect Iterate Process
5 ABO Bulk Request - Cancel Process Workflow
6 ABO Bulk Request -Validate Process
7 ABO Bulk Request - Explode Workflow
8 ABO Bulk Request - Explode Driver Workflow
9 ABO Bulk Request - Promotion Disconnect Sub Process
10 ABO Bulk Request - Edit Complex Asset Workflow
11 ABO Bulk Request - Promotion Disconnect Integration SubProcess
12 ABO Bulk Request - Disconnect Asset Sub-process
13 ABO Bulk Request - Edit Promotion Related Asset Workflow
14 ABO Bulk Request - Promotion - Update Matched Items Sub Process
15 ABO Bulk Request - Promotion - Add Missed Items Sub Process
16 ABO Bulk Request - Add Sub-Process Workflow
17 ABO Bulk Request - ApplyProductPromotion
18 ABO Bulk Request - All Instances Sub Process
19 ABO Bulk Request - Modify Sub-Process Workflow
20 ABO Bulk Request - Delete Sub-Process Workflow
21 ABO Bulk Request - Upgrade Sub-Process Workflow
22 ABO Bulk Request - Suspend/Resume Sub-Process Workflow
23 ABO Bulk Request - ModifyWebService-Order
24 ABO Bulk Request - Check Eligibility & Compatibility
25 ABO Bulk Request - Process Action Sub-Process Workflow
26 ABO Bulk Request - Disconnect Products & Services Process
27 ABO Bulk Request - Inclusive Process Action Sub-Process Workflow
28 ABO Bulk Request - All Exclusive Process Action Sub-Process Workflow
29 ABO Bulk Request - Prepare Action Set Sub-Process Workflow
30 ABO Bulk Request - Sub Process Workflow
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NOTE: The status of each workflow changes from In Progress to Complete after the workflow is published.
4 After activating the workflows, reload the runtime events as follows:
a Navigate to Administration - Runtime Events.
b Choose reload runtime events once.
Adding Responsibilities for New Views 1 From the Siebel application, navigate to Administration - Application > Views.
2 Query for the views listed in the following table.
NOTE: If the views do not exist, add them.
3 Navigate to the Responsibilities applet and associate the Siebel Administrator responsibility to all of these views.
4 Navigate to Administration User > Users, query for SADMIN in the User Id field, and add the Siebel Administrator responsibility to the SADMIN user.
5 Log out of the Siebel application and log back in.
31 ABO Bulk Request - Parallel Sub Process Workflow
32 ABO Bulk Request - Submit Process Workflow
33 ABO Bulk Request - Submit Driver Process Workflow
34 ABO Bulk Request Add Item Customize SubProcess Quotes
35 ABO Bulk Request Add Item Customize Process
View Name Description
Default Local Access
ABO Bulk Request Action Set Quotes View ABO Bulk Request Action Set Quotes View
Y
ABO Quote Item Drill Down View ABO Quote Item Drill Down View Y
ABO BR List Mgmt Assets View - All ABO BR List Mgmt Assets View - All
Y
ABO Bulk Request Template View ABO Bulk Request Template View Y
Asset Target Query View Asset Target Query View Y
ABO Bulk Request Explode Exceptions View ABO Bulk Request Explode Exceptions View
Y
Sequence Workflow Name
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Adding New Order Types1 From the Siebel application, navigate to Administration - Data > Orders > Order Types.
2 Create a record with the following values:
❏ Order Type: Bulk Request Explode Order
❏ Type Code: Sales
Adding New System Preferences1 Navigate to Administration - Application > System Preferences.
2 Create a new record with the following values:
❏ System Preference Name: Enable ACR499 BulkRequest
❏ System Preference Value: Y
Modifying Variable MapsYou must modify variable maps to implement ACR 499. The following section contains procedures for modifying these variable maps.
To modify the Product Eligibility Variable Map - Context variable map
1 Navigate to Administration - Order Management > Variable Maps.
2 Query for the Product Eligibility Variable Map - Context variable map and lock the object.
3 Click the Work Space link.
4 In the Variable Definition view, query for the following records and create the Path, Mode, and Source Type as shown in the following table.
NOTE: The Path, Mode, and Source Type fields are shown in the Variable Sources view.
5 In the Modes view, create records as shown in the following table.
Name In/Out Type On Null Path Mode Source Type
Account Id In ID Ignore $Current/Header/Customer Account Id
Bulk Request Instance
$Current/ActionSet/Customer Account Id
External Bulk Request
Mode Object Name
Bulk Request Header
External Bulk Request ActionSet
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6 Navigate back to the Variable Maps link and query for Product Eligibility Variable Map - Context again.
7 Click Release New Version and select Menu > Clear Cache.
To modify the Product Eligibility Variable Map - Row Set variable map
1 Navigate to Administration - Order Management > Variable Maps.
2 Query for the Variable Product Eligibility Variable Map - Row Set and lock the object.
3 Click the Work Space link.
4 In the Variable Definition view, query for the following records and create the Path, Mode, and Source Type as shown in the following table.
NOTE: The Path, Mode, and Source Type fields are shown in the Variable Sources view.
Name In/Out Type On Null Path ModeSource Type
Account Id In ID Ignore $Current/Line Item/Account Id
External Bulk Request
Instance
Agreement Id In ID Ignore $Current/Instance/Agreement Id
External Bulk Request
Instance
Asset Id In ID Ignore $Current/Instance/Asset Id
External Bulk Request
Instance
Compound Product Number
In Text Ignore $Current/Instance/Compound Product Number
External Bulk Request
Instance
Email Address In Text Ignore $Current/Instance/Email Address
External Bulk Request
Instance
Product Name In Text Ignore $Current/Instance/Product Name
External Bulk Request
Instance
Root Asset Id In ID Ignore $Current/Instance/Root Asset Id
External Bulk Request
Instance
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5 In the Modes view, create a record with the following values:
■ Mode: External Bulk Request
■ Object Name: Instance
6 Navigate back to the Variable Maps link and query for Product Eligibility Variable Map - Row Set again.
7 Click Release New Version and select Menu > Clear Cache.
To modify the Cfg Eligibility Variable Map - Context variable map
1 Navigate to Administration - Order Management > Variable Maps.
2 Query for the Cfg Eligibility Variable Map - Context variable map and lock the object.
3 Click on the Work Space link.
4 In the Variable Definition view, query for the following records and create the Path, Mode, and Source Type as shown in the following table.
NOTE: The Path, Mode, and Source Type fields are shown in the Variable Sources view.
5 In the Modes view, create records as shown in the following table:
6 Navigate back to the Variable Maps link and query for Cfg Eligibility Variable Map - Context again.
Service Id In ID Ignore $Current/Instance/Service Id
External Bulk Request
Instance
Unique Id In ID Ignore $Current/Instance/Unique Id
External Bulk Request
Instance
Name In/Out Type On Null Path ModeSource Type
Account Id In ID Ignore $Current/Header/Customer Account Id
Bulk Request Instance
External Bulk Request
Mode Object Name
Bulk Request Header
Any Header
Name In/Out Type On Null Path ModeSource Type
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7 Click Release New Version and select Menu > Clear Cache.
To modify the Default Eligibility Variable Map - Context variable map
1 Navigate to Administration - Order Management > Variable Maps.
2 Query for the Default Eligibility Variable Map - Context variable map and lock the object.
3 Click the Work Space link.
4 In the Variable Definition view, query for the following records and create the Path, Mode, and Source Type as shown in the following table.
NOTE: The Path, Mode, and Source Type fields are shown in the Variable Sources view.
5 In the Modes view, create records as shown in the following table:
6 Navigate back to the Variable Maps link and query for Default Eligibility Variable Map - Context again.
7 Click Release New Version and select Menu > Clear Cache.
To modify the Default Pricing Eligibility Variable Map - Row Set variable map
1 Navigate to Administration - Order Management > Variable Maps.
2 Query for the Default Pricing Eligibility Variable Map - Row Set variable map and lock the object.
3 Click the Work Space link.
Name In/Out Type On Null Path ModeSource Type
Account Id In ID Ignore $Current/Header/Customer Account Id
Bulk Request Instance
$Current/ActionSet/Customer Account Id
External Bulk Request
Mode Object Name
Bulk Request Header
External Bulk Request ActionSet
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4 In the Variable Definition view, query for the following records and create the Path, Mode, and Source Type as shown in the following table.
NOTE: The Path, Mode, and Source Type fields are shown in the Variable Sources view.
5 In the Modes view, create a record with the following values:
■ Mode: External Bulk Request
■ Object Name: Line Item
6 Navigate back to the Variable Maps link and query for Default Pricing Eligibility Variable Map - Row Set again.
7 Click Release New Version and select Menu > Clear Cache.
Modifying Integration Data MapsUse the procedures in the following section to modify the data maps for ACR 499.
To modify the Bulk Request Order IO Map
1 Navigate to Administration Integration > Data Map Editor.
2 Query for Bulk Request Order IO Map.
3 Delete all of the records from Integration Component Map applet.
4 In the Integration Object Map Applet, click on Auto-Map.
Name In/Out Type On Null Path ModeSource Type
Action Code
In/Out Text Ignore $Current/Line Item/Action Code
External Bulk Request
Instance
Prod Prom Id
In/Out ID Ignore $Current/Line Item/Prod Prom Id
External Bulk Request
Instance
Prod Prom Instance Id
In/Out ID Ignore $Current/Line Item/Prod Prom Instance Id
External Bulk Request
Instance
Prod Prom Rule Id
In/Out ID Ignore $Current/Line Item/Prod Prom Rule Id
External Bulk Request
Instance
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5 Verify the following records in the Integration Component Map Applet.
To modify the Bulk Request Quote IO Map
1 Navigate to Administration Integration > Data Map Editor.
2 Query for Bulk Request Quote IO Map.
3 Delete all the records from Integration Component Map Applet.
4 In the Integration Object Map Applet, click on Auto-Map.
5 Verify the following records in the Integration Component Map Applet.
To modify the ABO Bulk Request SIS OM Order IO Map
1 Navigate to Administration Integration > Data Map Editor.
2 Query for ABO Bulk Request SIS OM Order IO Map.
3 Delete all the records from Integration Component Map Applet.
4 In the Integration Object Map Applet, click on Auto-Map.
5 Select Header_to_Header in the Integration Component Map Applet.
6 In the Integration Field Applet, change the Source Expression [Order Type] to LookupValue ("FS_ORDER_TYPE", "Bulk Request Template Order").
7 Select Line Item_to_Line Item in IC Map Applet and repeat Step 6.
8 Delete the following values from the Integration Field Map Applet for all four Integration Component Maps.
Name Source Component Target Component
Header_to_Header Header Header
Line Item_to_Line Item Line Item Line Item
XA_to_XA XA XA
Name Source Component Target Component
Header_to_Header Header Header
Line Item_to_Line Item Line Item Line Item
XA_to_XA XA XA
Source Expression Target Field Name
[Created] Created
[Created By] Created By
[Id] Id
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9 Delete the following fields from Integration Field Map Applet, corresponding to the Header_to_Header mappings.
10 Delete the following fields from Integration Field Map Applet, corresponding to the XA_to_XA mappings.
To modify the ABO Bulk Request SIS OM Quote IO Map
1 Navigate to Administration Integration > Data Map Editor.
2 Query for the ABO Bulk Request SIS OM Quote IO Map.
3 Delete all the records from Integration Component Map Applet.
4 In the Integration Object Map Applet, click on Auto-Map.
5 Select Header_to_Header in the Integration Component Map Applet.
6 In the Integration Field Applet, change the Source Expression [Quote Type] to LookupValue ("QUOTE_TYPE", "Bulk Request Template Quote").
7 Select Line Item_to_Line Item in IC Map Applet and repeat Step 6.
8 Delete the following values from the Integration Field Map Applet for all four Integration Component Maps.
[Mod Id] Mod Id
[Updated] Updated
[Updated By] Updated By
[Conflict Id] Conflict Id
Source Expression Target Field Name
[Revision Number] Revision Number
[Order Number] Order Number
[Quote Number] Quote Number
Source Expression Target Field Name
[Parent Id] Parent Id
Source Expression Target Field Name
[Created] Created
[Created By] Created By
[Id] Id
Source Expression Target Field Name
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9 Delete the following fields from Integration Field Map Applet, corresponding to the Header_to_Header mappings.
10 Delete the following fields from Integration Field Map Applet, corresponding to the Line Item_to_Line Item mappings.
11 Delete the following fields from Integration Field Map Applet, corresponding to the XA_to_XA mappings.
If you are using the Bulk Requests functionality for the first time, you must add a new List of Values.
To add the LOV_TYPE List of Values
1 Navigate to Administration - Data > List Of Values, search for the LOV_TYPE List of Values, and if it does not exist, add it using the values in the following table:
[Mod Id] Mod Id
[Updated] Updated
[Updated By] Updated By
[Conflict Id] Conflict Id
Source Expression Target Field Name
[Parent Quote Id] Parent Quote Id
[Revision] Revision
[Quote Number] Quote Number
Source Expression Target Field Name
[Parent Id] Parent Id
Source Expression Target Field Name
[Parent Id] Parent Id
Type Display Value LICLanguage Name Order Active Translate
Replication Level
LOV_TYPE UINBOX_INBOX_TYPE
UINBOX_INBOX_TYPE
English-American
- Y Y All
Source Expression Target Field Name
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2 Navigate to Inbox Administration > All Inbox Types and verify that the records listed in the following table exist.
3 Select each record from Step 2 and navigate to the Translations Tab.
4 If the display name has not been added, then add it with the appropriate language. For example, for "Bulk Request Exception" for ENU, add a record with the following values:
Instructions for ACR 500The following sections contain information about how to apply and configure ACR 500.
Release Notes for ACR 500The following section contains information about known issues with ACR 500, as well as any applicable workarounds.
Wrong Display Mode in Message TypeCategory: Order Administration
Subcategory: Unified Messaging
Product Version: 8.1.1.4
Change Request: 12-1YMMELB
In the DEU application, the display mode in message type is ENU, not DEU.
Use the following workaround to address this issue:
1 Within the Siebel application, navigate to Administration - Order Management > Message Types, and query for the following message types:
❏ Promotion - Multiple Commitment Broken Message - Debundle
❏ Promotion - Broken Commitment Error - Debundle
❏ Promotion - Component Commitment Penalty
❏ Promotion - Bottomup Recommendation For Assets
Name Business Object Name Category Action Type
Bulk Request Exception ABO Bulk Request BULK REQUEST UINBOX_INBOX_TYPE
Bulk Request Status ABO Bulk Request BULK REQUEST UINBOX_INBOX_TYPE
Bulk Request Cancelled ABO Bulk Request BULK REQUEST UINBOX_INBOX_TYPE
Language Display Name
English-American Bulk Request Exception
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❏ Promotion - No Promotion Recommendations
❏ Promotion - Multiple Commitment Broken Message - Components
❏ Promotion - Broken Component Commitment Error
2 Change the display mode of the message type from ENU to the corresponding language. In this case, change the display mode of the following message types from ENU to DEU:
3 For each of the message types mentioned above, select Menu > Clear Cache.
Error Messages Occur When Debundling PromotionsCategory: Product Promotions
Subcategory: Administration
Product Version: 8.1.1.4
Change Request: 12-20JI6NQ
In the DEU application, users receive an error message when they try to debundle promotions.
Use the following workaround to address this issue:
NOTE: Before you begin the following procedures, within Siebel Tools, query for the ISS Promotion Workflow project, and lock it.
To edit the ISS Promotion Upgrade Process workflow
1 Within Siebel Tools, navigate to Object Explorer, and select Workflow Processes.
2 Query for the ISS Promotion Upgrade Process workflow and revise the workflow.
Message Type Display Mode (ENU) Display Mode (DEU)
Promotion - Multiple Commitment Broken Message - Debundle
Active Aktiv
Promotion - Broken Commitment Error - Debundle
Active Aktiv
Promotion - Component Commitment Penalty Passive Passiv
Promotion - Bottomup Recommendation For Assets
Active List Aktive Liste
Promotion - No Promotion Recommendations Active Aktiv
Promotion - Multiple Commitment Broken Message - Components
Active Aktiv
Promotion - Broken Component Commitment Error
Active Aktiv
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3 In the revised workflow, select Edit Workflow Process from the menu, and add the following Process Property.
4 Add the following output argument in the Get Account Details step:
5 Add the following input argument in the Disconnect Old Promotion step:
6 Publish and activate the workflow.
To edit the ISS Promotion Split Process workflow
1 Within Siebel Tools, navigate to Object Explorer, and select Workflow Processes.
2 Query for the ISS Promotion Split Process workflow and revise the workflow.
3 In the revised workflow, select Edit Workflow Process from the menu, and add the following process property:
4 Add the following output argument in the Get Account Details step:
5 Add the following input argument in the Disconnect Old Promotion step.
Name Display Name In/Out Business Object Data Type
Root Account Id Root Account Id In/Out Account String
Property Name TypeBusiness Component Name
Business Component Field
Root Account Id Business Component Account Master Account Id
Subprocess Input Type Property Name
Root Account Id Process Property Root Account Id
Name Display Name In/Out Business Object Data Type
Root Account Id Root Account Id In/Out Account String
Property Name TypeBusiness Component Name
Business Component Field
Root Account Id Business Component Account Master Account Id
Subprocess Input Type Property Name
Root Account Id Process Property Root Account Id
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6 Publish and activate the workflow.
To edit the ISS Promotion Merge SubProcess workflow
1 Within Siebel Tools, navigate to Object Explorer and select Workflow Processes.
2 Query for the ISS Promotion Merge SubProcess workflow and revise the workflow.
3 In the revised workflow, select Edit Workflow Process from the menu, and add the following process property.
4 Add the following output argument in the Get Account Details step:
5 Add the following input argument in the Disconnect Old Promotion step:
6 Publish and activate the workflow.
To edit the ISS Promotion Debundle Integration SubProcess workflow
1 Within Siebel Tools, navigate to Object Explorer, and select Workflow Processes.
2 Query for the ISS Promotion Debundle Integration SubProcess workflow and revise the workflow.
3 In the revised workflow, select Edit Workflow Process from the menu, and add the following process property.
4 Add the following input argument in the Disconnect SubProcess step:
Name Display Name In/Out Business Object Data Type
Root Account Id Root Account Id In/Out Account String
Property Name TypeBusiness Component Name
Business Component Field
Root Account Id Business Component Account Master Account Id
Subprocess Input Type Property Name
Root Account Id Process Property Root Account Id
Name Display Name In/OutBusiness Object Data Type
Root Account Id Root Account Id In/Out Account String
Subprocess Input Type Property Name
Root Account Id Process Property Root Account Id
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5 Publish and activate the workflow.
To edit the ISS Promotion Debundle Process workflow
1 Within Siebel Tools, navigate to Object Explorer, and select Workflow Processes.
2 Query for the ISS Promotion Debundle Process workflow and revise the workflow.
3 In the revised workflow, select Edit Workflow Process from the menu, and add the following process property:
4 Add the following output argument in the Get Account Details step:
5 Add the following input argument in the Debundle Sub-process step:
6 Publish and activate the workflow.
NOTE: After activating all the workflows, reload the run time events.
Applying ACR 5001 Open tools.cfg from <Tools Install Directory>\Bin\Enu and verify the [Siebel] section.
2 Make sure that the SymStrPrefix entry has been set to SBL_
[Siebel]
…..
.; SymStrPrefix parameter needs to be X_ for Siebel customers.
SymStrPrefix = SBL_
……..
3 In Siebel Tools, create a project called ISS Promotion Split Merge.
4 In Siebel Tools, lock all of the following projects:
■ Account
Name Display Name In/Out Business Object Data Type
Root Account Id Root Account Id In/Out Account String
Property Name TypeBusiness Component Name
Business Component Field
Root Account Id Business Component Account Master Account Id
Subprocess Input Type Property Name
Root Account Id Process Property Root Account Id
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■ Asset Management
■ Cfg RTC
■ FS Agreement
■ ISS Authoring Admin
■ ISS Promotion Admin
■ ISS Promotion Integration
■ ISS Promotion Split Merge
■ ISS Promotion Workflow
■ MACD Performance
■ Order Entry
■ Product Selection UI
■ Quote
■ Quote (UI)
■ SIS OM Base Architecture
■ Symbolic Strings
■ Table Order
■ Table Product
■ Table ProductPromotion
■ Table Quote
■ UMSUI
■ VORD Compound Product Validation Engine
5 Import the following SIF files from the <Unzipped Folder>\ACR500\Objects folder into Siebel Tools using the Tools Import from Archive option. Import these files in the order listed below. Use the Merge option in Siebel Tools Import Wizard.
NOTE: If the symbolic strings are not exposed in View > Option > Object Explorer > Siebel Object, navigate to View > Option, click the Object Explorer tab and check the Symbolic String.
■ Tables.sif
■ Symbolic Strings.sif
■ Web Templates.sif
■ Classes.sif
■ Commands.sif
■ Picklists.sif
■ Business Services.sif
■ Business Components.sif
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■ Links.sif
■ Business Objects.sif
■ Integration Objects.sif
■ Applets.sif
■ Views.sif
■ Screens.sif
NOTE: If you have not locked the required projects, you may receive a warning error message. If you receive the warning error message, then lock the project displayed in the message.
6 After you have imported the SIF files, within Object Explorer, navigate to Table, and do the following:
a Query for all the changed objects and select them.
b Click the Apply/DLL button, click Apply, and then click OK to apply the changes to the physical database.
7 Within the Apply Schema dialog box, provide the following credentials to connect to the database:
❏ Database user= <Table Owner name>
❏ Database user password= <Table Owner name>
❏ ODBC data source= <DSN Name> (create the DSN if you get a TNS not resolved error message).
8 If the Siebel Server is running, stop it.
9 Compile all the locked projects using Tools > Compile Projects.
10 Save the SRF to <Siebel Server Install folder>\objects\ENU\siebel_sia.srf on the installed Siebel server.
11 Start the Siebel Server.
12 Select Workflow Process Object in OBLE.
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13 Right-click on Import Workflow Process and import the .xml workflow from the <Unzipped Folder>\ACR500\Workflows folder under the following projects:
Sequence Workflow Name New/Modified? Project
1 ISS Promotion Calculate Component Penalty Charges SubProcess
New ISS Promotion Workflow
2 ISS Promotion Calculate Related Objects Penalty Charges SubProcess
New ISS Promotion Workflow
3 ISS Promotion Disconnect Component SubProcess
New ISS Promotion Workflow
4 ISS Promotion Disconnect Process Modified ISS Promotion Workflow
5 ISS Promotion Disconnect Integration SubProcess
Modified ISS Promotion Workflow
6 ISS Promotion Upgrade Charge Proration SubProcess
New ISS Promotion Workflow
7 ISS Promotion Create Agreement Details
Modified ISS Promotion Workflow
8 ISS Promotion Agreement Management Sub Process
Modified ISS Promotion Workflow
9 ISS Promotion Upgrade Check Agreement SubProcess
New ISS Promotion Workflow
10 SIS OM Edit Service Order Line Item
Modified SIS OM Base Architecture
11 ISS Promotion Debundle Integration SubProcess
New ISS Promotion Workflow
12 ISS Promotion Debundle Process New ISS Promotion Workflow
13 ISS Promotion Recommendation For Assets
New ISS Promotion Workflow
14 ISS Add To Promotion Sub Process New ISS Promotion Workflow
15 ISS Promotion Check Order Item Sub Process
New ISS Promotion Workflow
16 ISS Promotion Check Quote Item Sub Process
New ISS Promotion Workflow
17 ISS Promotion Add To Promotion Process
New ISS Promotion Workflow
18 ISS Promotion Commitment Compliance Check SubProcess
Modified ISS Promotion Workflow
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NOTE: Make sure that the new projects are imported and that the new SRF has been applied to the server before you impor t and activate the workflows.
14 After you import the workflows, within Siebel Tools, publish the workflows in the same order in which they were imported.
NOTE: After the workflows are published, the status of each workflow changes from In Progress to Complete.
15 Log in to the Siebel application as an administrator.
16 Navigate to Administration - Business Process > Workflow Deployment and activate the workflows in the following order:
19 ISS Promotion Disconnect Process - for Verify
Modified ISS Promotion Workflow
20 ISS Promotion Edit Integration SubProcess
Modified ISS Promotion Workflow
21 ISS Promotion Merge SubProcess New ISS Promotion Workflow
22 ISS Promotion Merge Process New ISS Promotion Workflow
23 ISS Promotion Split Process New ISS Promotion Workflow
24 ISS Promotion Upgrade Process Modified ISS Promotion Workflow
25 ISS Promotion Verify SubProcess Modified ISS Promotion Workflow
26 SIS OM Modify Products & Services Process
Modified SIS OM Base Architecture
27 SIS OM Disconnect Asset Sub-process
Modified SIS OM Base Architecture
28 SIS OM Edit Complex Asset Workflow
Modified SIS OM Base Architecture
29 SIS OM Edit Delta Quote Line Item Modified SIS OM Base Architecture
Sequence Workflow
1 ISS Promotion Calculate Component Penalty Charges SubProcess
2 ISS Promotion Calculate Related Objects Penalty Charges SubProcess
3 ISS Promotion Disconnect Component SubProcess
4 ISS Promotion Disconnect Process
5 ISS Promotion Disconnect Integration SubProcess
6 ISS Promotion Upgrade Charge Proration SubProcess
7 ISS Promotion Create Agreement Details
Sequence Workflow Name New/Modified? Project
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17 Navigate to Administration - Runtime Events, and choose to reload runtime events for each event.
Importing Seed Data for ACR 5001 Navigate to the directory in which you installed Siebel Tools and change the directory to
REPATCH\ACR500.
NOTE: Before you perform the following step, make sure that the dataimp.exe file exists in the <Tools Install Directory>/bin directory.
8 ISS Promotion Agreement Management Sub Process
9 ISS Promotion Upgrade Check Agreement SubProcess
10 SIS OM Edit Service Order Line Item
11 ISS Promotion Debundle Integration SubProcess
12 ISS Promotion Debundle Process
13 ISS Promotion Recommendation For Assets
14 ISS Promotion Check Order Item Sub Process
15 ISS Promotion Check Quote Item Sub Process
16 ISS Add To Promotion Sub Process
17 ISS Promotion Add To Promotion Process
18 ISS Promotion Commitment Compliance Check SubProcess
19 ISS Promotion Disconnect Process - for Verify
20 ISS Promotion Edit Integration SubProcess
21 ISS Promotion Merge SubProcess
22 ISS Promotion Merge Process
23 ISS Promotion Split Process
24 ISS Promotion Upgrade Process
25 ISS Promotion Verify SubProcess
26 SIS OM Modify Products & Services Process
27 SIS OM Disconnect Asset Sub-process
28 SIS OM Edit Complex Asset Workflow
29 SIS OM Edit Delta Quote Line Item
Sequence Workflow
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2 Run the following command:
<Tools Install Directory>\bin\dataimp /u <USERNAME> /p <PASSWORD> /f <Tools Install Directory>\REPATCH\ACR500\SeedData\ACR500_Seed.dat /l <Tools Install Directory>\temp\dataimp_seed.log /c <ODBC Source Name> /d <Table Owner> /i <Tools Install Directory>\REPATCH\ACR500\SeedData\SeedInpFiles\<Database Platform>\ ACR500_Seed.inp /q -1 /w y /e n /t n /x R /n 100 /h log
<Tools Install Directory> - Replace with your Siebel Tools install directory
<ODBC Source Name> - Replace with your ODBC name
<Database Platform> - Replace with your database platform (ORACLE, DB2UDB or MSSQL)
3 Review the <Tools Install Directory>\temp\dataimp_seed.log file to make sure that the import completed successfully.
4 Depending upon the language that you are installing, perform Step 5 or Step 6.
5 If you are installing ENU (English Language), do the following:
a Run the following command after importing ACR500_Seed.dat file.
<Tools Install Directory>\bin\dataimp /u <USERNAME> /p <PASSWORD> /f <Tools Install Directory>\REPATCH\ ACR500\SeedData\ENU\seed_locale_ENU.dat /l <Tools Install Directory>\temp\dataimp_seed.log /c <ODBC Source Name> /d <Table Owner> /i <Tools Install Directory>\REPATCH\ACR500\SeedData\SeedInpFiles\<Database Platform>\ACR500_Seed_Locale_ENU.inp /q -1 /w y /e n /t n /x R /n 100 /h log
<Tools Install Directory> - Replace with your Siebel Tools install directory
<ODBC Source Name> - Replace with the ODBC name
<Database Platform> - Replace with the database platform (ORACLE, DB2UDB or MSSQL)
b Review the <Tools Install Directory>\temp\dataimp_seed.log file to make sure that the import completed successfully.
c After you have imported the seed data, you must verify that it imported correctly. For more information about verifying seed data, see “Verifiying Seed Data for ACR 500” on page 333.
6 If you are installing a language other than ENU, perform the following steps:
a Run the following command after importing ACR500_Seed.dat file to import the locale-specific seed_locale_XXX.dat, where XXX is the language code.
<Tools Install Directory>\bin\dataimp /u <USERNAME> /p <PASSWORD> /f <Tools Install Directory>\REPATCH\ ACR500\SeedData\XXX\seed_locale_XXX.dat /l <Tools Install Directory>\temp\dataimp_seed.log /c <ODBC Source Name> /d <Table Owner> /q -1 /w n /e y /t n /x R /n 100 /h log
<Tools Install Directory> - Replace with your Siebel Tools install directory
<ODBC Source Name> - Replace with the ODBC name
b After you have imported the seed data, you must verify that it imported correctly. For more information about verifying seed data, see “Verifiying Seed Data for ACR 500” on page 333.
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Use the following instructions to import locale-specific symbolic string values.
NOTE: The following procedure applies to customers who are installing languages other than ENU. It does not apply to customers who are installing only ENU.
To import locale-specific symbolic string values
1 Within Siebel Tools, navigate to Tools > Utilities > Locale Management.
The Locale Management dialog box appears.
2 In the Options tab, under Languages, select a source language and a target language.
3 Click the Import tab.
4 Enter the directory path and name of the file you are going to import.
5 Click the Import button to import the data.
Adding Responsibilities for New Views 1 From the Siebel application, navigate to Administration - Application > Views.
2 Query for the views listed in the following table:
3 Navigate to the Responsibilities applet and associate the Siebel Administrator responsibility to all of these views.
4 Navigate to Administration User > Users, query for SADMIN in the User Id field, and add the Siebel Administrator responsibility to the SADMIN user.
5 Stop the Siebel Server and then restart it to make your changes visible.
6 Log into the Siebel application and verify that the Split and Merge view appears on the Administration - Product > Product Promotions.
Modifying Lists of Values1 In the Siebel application, navigate to Administration - Data > List Of Values.
View Name Description
Default Local Access
ISS Promotion Merge View ISS Promotion Merge View Y
ISS Promotion Split View ISS Promotion Split View Y
ISS Promotion Upgrade Aggregate View ISS Promotion Upgrade Aggregate View Y
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2 Modify the values listed in the following table:
NOTE: Only the order of the LOVs has changed in the preceding table.
Modifying Variable MapsUse the procedures in the following section to modify the variable maps associated with ACR 500.
Default Eligibility Variable Map - Context
1 Navigate to Administration - Order Management > Variable Maps.
2 Query for the Variable map Default Eligibility Variable Map - Context and lock the object.
3 Click on the Work Space link.
4 In the Variable Definition view, query for the records listed in the following table and create the Path, Mode and Source Type fields.
NOTE: Path, Mode and Source Type fields are shown in the Variable Sources view.
TypeDisplay Value LIC
Language Name Order Active Translate
Replication Level
PROMO_UPGRADE_START_CD
Original Start
Original Start
English-American
1 Y Y All
PROMO_UPGRADE_START_CD
Original End
Original End
English-American
2 Y Y All
PROMO_UPGRADE_START_CD
Now Now English-American
3 Y Y All
Name In/Out Type On Null Path Mode Source Type
Account Contracted Products Only Flag
In Boolean Ignore $Current/AccountHeader/Use Contracted Products Only Flag
AccountHeader Instance
Account Id In ID Ignore $Current/AccountHeader/Id
AccountHeader Instance
Account Type In Text Ignore $Current/AccountHeader/Type
AccountHeader Instance
City In Text Ignore $Current/AccountHeader/Primary Account City
AccountHeader Instance
Country In Text Ignore $Current/AccountHeader/Primary Account Country
AccountHeader Instance
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5 In the Modes view, create a record with the following values:
6 Navigate back to the Variable Maps link and query for Promotion Upgrade Eligibility Variable Map - Context again.
7 Click Release New Version and select Menu > Clear Cache
Default Eligibility Variable Map - Row Set ProdProm
1 Navigate to Administration - Order Management > Variable Maps.
2 Query for the Variable map Default Eligibility Variable Map - Row Set ProdProm and lock the object.
3 Click on the Work Space link.
4 In the Variable Definition view, query for the following records and create the Path, Mode and Source Type fields.
NOTE: Path, Mode and Source Type fields are shown in the Variable Sources view.
Postal Code In Text Ignore $Current/AccountHeader/Primary Account Postal Code
AccountHeader Instance
State In Text Ignore $Current/AccountHeader/Primary Account State
AccountHeader Instance
Mode Object Name
AccountHeader AccountHeader
Name In/Out Type On Null Path Mode Source Type
City In Text Ignore $Current/AccountHeader/Primary Account City
AccountHeader Instance
Country In Text Ignore $Current/AccountHeader/Primary Account Country
AccountHeader Instance
Postal Code In Text Ignore $Current/AccountHeader/Primary Account Postal Code
AccountHeader Instance
Name In/Out Type On Null Path Mode Source Type
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5 In the Modes view, create a record with the following values:
6 Navigate back to the Variable Maps link and query for Default Eligibility Variable Map - Row Set ProdProm again.
7 Click Release New Version and select Menu > Clear Cache.
Verifiying Seed Data for ACR 500Use the procedures in the following section to verify the seed data for ACR 500.
To verify the system preferences for ACR 500Use the following procedure to verify system preferences.
1 Navigate to Administration - Application > System Preferences.
2 Verify the following system preferences:
NOTE: Setting the value for "All Assets" to N disables Asset Based Promotion Recommendation and Apply - Scenario 2.
To verify the views for ACR 500
1 Navigate to Administration - Application > Views.
State In Text Ignore $Current/AccountHeader/Primary Account State
AccountHeader Instance
Price List Id In ID Ignore $Current/AccountHeader/Price List Id
AccountHeader Instance
Mode Object Name
AccountHeader ProdProm Line Item
System Preference Name
System Preference Value Description
All Assets Y ACR500: Asset Based Promotions Recommendation and Apply
Promotion Component Commitment Y ACR 500
Name In/Out Type On Null Path Mode Source Type
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2 Verify the following views.
To verify the Lists of Values for ACR 500
1 Navigate to Administration - Data > LOV Explorer and verify the following values:
2 Navigate to Administration - Data > List Of Values, and verify the following values:
NOTE: The values are for ENU only and the Display Value and the Language Independent Code value are the same. The Language Name is English-American for all the LOV values.
View Name Description
Default Local Access
ISS Promotion Merge View ISS Promotion Merge View Y
ISS Promotion Split View ISS Promotion Split View Y
ISS Promotion Upgrade Aggregate View ISS Promotion Upgrade Aggregate View Y
Type Translate
PROMO_AGGREGATE_DURATION Y
PROMO_OPER_TYPE Y
TypeDisplay Value LIC
Language Name Order Active Translate
Replication Level
PROMO_OPER_TYPE Merge MERGE English-American
1 Y Y All
PROMO_OPER_TYPE Split SPLIT English-American
2 Y Y All
PROMO_OPER_TYPE Upgrade UPGRADE English-American
3 Y Y All
PROMO_AGGREGATE_DURATION
New Duration
New Duration
English-American
1 Y Y All
PROMO_AGGREGATE_DURATION
Original - Maximum
Original - Maximum
English-American
2 Y Y All
PROMO_AGGREGATE_DURATION
Original - Minimum
Original - Minimum
English-American
3 Y Y All
PROMO_UPGRADE_START_CD
Earliest Start
Earliest Start
English-American
4 Y Y All
PROMO_UPGRADE_START_CD
Earliest End Earliest End English-American
5 Y Y All
PROMO_UPGRADE_START_CD
Latest Start Latest Start English-American
6 Y Y All
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Signals Use the procedures in the following section to verify the signals for ACR 500.
To verify the SplitPromotion signal
1 Navigate to Administration - Order Management > Signals.
2 In the Signals list view, confirm that the signal SplitPromotion has been created.
3 In the Versions list view, click on the Work Space link to drill down to the Actions list view.
4 In the Actions list view, verify the following:
5 In the Parameters list view, verify the following:
6 In the Properties list view, verify the following:
To verify the MergePromotion signal
1 Navigate to Administration - Order Management > Signals.
2 In the Signals list view, confirm that the signal MergePromotion has been created.
3 In the Versions list view, click on the Work Space link to drill down to the Actions list view.
4 In the Actions list view, verify the following:
PROMO_UPGRADE_START_CD
Latest End Latest End English-American
7 Y Y All
UMS_DISPLAY_MODE Active List Active List English-American
3 Y Y All
Sequence Service Type Service Name Service Method
1 Business Service ISS Promotion Edit UI Service ShowPopup
Name Value
Applet ISS Promotion Split Popup Applet
Name Value
CanInvoke:Any [Product Type]=LookupValue('PROD_CD','Promotion')
Sequence Service Type Service Name Service Method
1 Business Service ISS Promotion Management Service GetMergePromotion
TypeDisplay Value LIC
Language Name Order Active Translate
Replication Level
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5 In the Properties list view, verify the following:
To verify the AddToPromotion signal
1 Navigate to Administration - Order Management > Signals.
2 In the Signals list view, confirm that the signal AddToPromotion has been created.
3 In the Versions list view, click on the Work Space link to drill down to the Actions list view.
4 In the Actions list view, verify the following:
5 In the Parameters list view, verify the following:
To verify the AddToPromotionBilling signal
1 Navigate to Administration - Order Management > Signals.
2 In the Signals list view, confirm that the signal AddToPromotionBilling has been created.
3 In the Versions list view, click on the Work Space link to drill down to the Actions list view.
4 In the Actions list view, verify the following:
5 In the Parameters list view, verify the following:
To verify the GetPromoUpgradeEligibility signal
1 Navigate to Administration - Order Management > Signals.
2 In the Signals list view, confirm that the signal GetPromoUpgradeEligibility has been created.
Name Value
CanInvoke:Any [Product Type]=LookupValue('PROD_CD','Promotion')
Sequence Service Type Service Name Service Method
1 Business Service ISS Promotion Edit UI Service ShowPopup
Name Value
Applet ISS Promotion Add To Promotion Popup Applet
Sequence Service Type Service Name Service Method
1 Business Service ISS Promotion Edit UI Service ShowPopup
Name Value
Applet ISS Promotion Add to Promotion Popup Applet (Billing)
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3 In the Versions list view, click on the Work Space link to drill down to the Actions list view.
4 In the Actions list view, verify the following:
5 In the Parameters list view, verify the following:
To verify the GetAgreementConditionalCharge signal
1 Navigate to Administration - Order Management > Signals.
2 In the Signals list view, confirm that the signal GetAgreementConditionalCharge has been created.
3 In the Versions list view, click on the Work Space link to drill down to the Actions list view.
4 In the Actions list view, verify the following:
Verifying Variable MapsUse the procedures in the following section to verify the variable maps for ACR 500.
To verify the Promotion Upgrade Eligibility Variable Map - Context variable map
1 Navigate to Administration - Order Management > Variable Maps.
2 Verify that the variable map Promotion Upgrade Eligibility Variable Map - Context has been created.
3 Click on the Work Space link.
Sequence
Service Type
Service Name
Service Method Condition
1 Workflow PSP Driver Workflow Process
RunProcess GetProfileAttr('SkipToEnd') = 'N' OR GetProfileAttr('SkipToEnd') IS NULL
Name Value
CPScope Whole
RowScope Selected
SubPSPWFName Check Eligibility & Compatibility - Default
Variable Map - Context Promotion Upgrade Eligibility Variable Map - Context
Variable Map - Row Set Promotion Upgrade Eligibility Variable Map - Row Set
Sequence Service Type Service Name Service Method
1 Business Service ISS Promotion Management Service
GetAgreementConditionalCharge
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4 In the Variable Definition view, verify the following:
NOTE: The Path, Mode and Source Type fields are shown in the Variable Sources view.
5 In the Modes view, verify the following:
To verify the Promotion Upgrade Eligibility Variable Map - Row Set variable map
1 Navigate to Administration - Order Management > Variable Maps.
2 Verify that the variable map Promotion Upgrade Eligibility Variable Map - Row Set has been created.
3 Click on the Work Space link.
4 In the Variable Definition view, verify the following:
NOTE: The Path, Mode and Source Type fields are shown in the Variable Sources view.
Name In/Out Type On Null Path Mode Source Type
Account Contracted Products Only Flag
In Boolean Ignore $Current/AccountHeader/Use Contracted Products Only Flag
Any Instance
Account Id In ID Ignore $Current/AccountHeader/Id Any Instance
Account Type In Text Ignore $Current/AccountHeader/Type Any Instance
City In Text Ignore $Current/AccountHeader/City Any Instance
Country In Text Ignore $Current/AccountHeader/Country Any Instance
Eligibility Display Mode
In Integer Ignore PARAM_PSP_ELIGIBILITY_DISPL_MODE
Any Server Parameter
Mode In Text Ignore Context Service/GetCurrentMode Any Business Service
Postal Code In Text Ignore $Current/AccountHeader/Postal Code Any Instance
Price List Id In ID Ignore $Current/AccountHeader/Price List Id Any Instance
State In Text Ignore $Current/AccountHeader/State Any Instance
Mode Object Name
Any AccountHeader
Name In/Out Type On Null Path Mode Source Type
Account Id In ID Ignore $Current/AssetLineItem/Root Asset Service Account Id
AssetLineItem Instance
Class Id In ID Ignore $Current/Product/Class Id Any Instance
Effective From In Date Ignore $Current/Product/Effective From
Any Instance
Effective To In Date Ignore $Current/Product/Effective To
Any Instance
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5 In the Modes view, verify the following:
Message TypesUse the procedures in the following section to verify the message types for ACR 500.
To verify the Promotion - Multiple Commitment Broken Message - Debundle message type
1 Navigate to Administration - Order Management > Message Types.
Eligibility Reason Out Text Ignore $Current/Product/Eligibility Reason
Any Instance
Eligibility Status Out Text Ignore $Current/Product/Eligibility Status
Any Instance
Inclusive Eligibility Flag In Boolean Ignore $Current/Product/Inclusive Eligibility Flag
Any Instance
Pre Pick In Boolean Ignore $Current/Product/Pre Pick CD
Any Instance
Product Id In ID Ignore $Current/Product/Id Any Instance
Product Line Id In ID Ignore $Current/Product/Product Line Id
Any Instance
Mode Object Name
Any Product
AssetLineItem AssetLineItem
Name In/Out Type On Null Path Mode Source Type
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2 In the Message Type List view, verify that the Message Type Promotion - Multiple Commitment Broken Message - Debundle has been created.
3 In the Responses list view, verify the following:
4 In the Payload list view, verify the following:
To verify the Promotion - Broken Commitment Error - Debundle message type
1 Navigate to Administration - Order Management > Message Types.
NameDisplay Mode Group Title Short Text Full Text
Promotion - Multiple Commitment Broken Message - Debundle
Active Promotion Promotion - Multiple Commitment Broken Message
Commitment has been broken for the following promotions: [Promotion Message] and promotion components: [Promotion Component Message] Please debundle each promotion component individually to view the specific terms.
Commitment has been broken for thefollowing promotions: [Promotion Message] and promotion components: [Promotion Component Message] Please debundle each promotion component individually to view the specific terms.
Sequence NameResponse Type Log
Suppress Repetition Business Service Method
1 Skip Respondent Interested
N N ISS Promotion Management Service
MsgResponse
2 Cancel Respondent Interested
N N ISS Promotion Management Service
MsgResponse
Payload Field
Promotion Message
Promotion Component Message
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s
t
2 In the Message Type list view, verify that the Message Type Promotion - Broken Commitment Error - Debundle has been created.
3 In the Responses list view, verify the following:
NameDisplay Mode Group Title Short Text Full Text
Promotion - Broken Commitment Error - Debundle
Active Promotion Broken Commitment
Commitment broken for promotion component '[Prod Prom Name]'.
Commitment habeen broken forpromotion component '[Prod Prom Name]'. Customer must keep this producuntil [Commitment End Date] or paya penalty of [Penalty]. Click Accept to acceptthe penalty and de-bundle. ClickSkip to exclude this component from de-bundle.Click Cancel to cancel the operation.
Sequence NameResponse Type Log
Suppress Repetition Business Service Method
1 Accept Respondent Interested
N N ISS Promotion Management Service
MsgResponse
2 Skip Respondent Interested
N N ISS Promotion Management Service
MsgResponse
3 Cancel Respondent Interested
N N ISS Promotion Management Service
MsgResponse
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4 In the Payload list view, verify the following:
To verify the Promotion - Component Commitment Penalty message type
1 Navigate to Administration - Order Management -> Message Types.
2 In the Message Type list view, verify that the Message Type Promotion - Component Commitment Penalty has been created.
3 In the Payload list view, verify the following:
To verify the Promotion - Bottomup Recommendation For Assets message type
1 Navigate to Administration - Order Management -> Message Types.
Payload Field
Prod Prom Name
Commitment End Date
Penalty
NameDisplay Mode Group Title Short Text Full Text
Promotion - Component Commitment Penalty
Passive Promotion Component Commitment Penalty
A penalty of [Penalty] for removing [Name] with Integration Id = [Integration Id] is triggered. Please click Cancel to avoid the penalty.
A penalty of [Penalty] for removing [Name]with Integration Id = [IntegrationId] is triggered. Please click Cancel to avoid the penalty.
Payload Field
Integration Id
Name
Penalty
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2 In the Message Type list view, verify that the Message Type Promotion - Bottomup Recommendation For Assets has been created.
3 In the Responses list view, verify the following:
4 In the Payload list view, verify the following:
To verify the Promotion - No Promotion Recommendations message type
1 Navigate to Administration - Order Management -> Message Types.
2 In the Message Type list view, verify that the Message Type Promotion - No Promotion Recommendations has been created.
To verify the Promotion - Multiple Commitment Broken Message - Components message type
1 Navigate to Administration - Order Management -> Message Types.
NameDisplay Mode Group Title Short Text Full Text
Promotion - Bottomup Recommendation For Assets
Active List Promotion Promotion Recommendation
Recommend [Prod Prom Name]
Recommend promotion '[Prod Prom Name]': [Promotion Description].
Sequence Name Response Type LogSuppress Repetition Field Business Service Method
1 Accept Respondent Interested
Y N ISS Promotion Management Service
MsgResponse
2 Reject No Interest Y Y Account Id ISS Promotion Management Service
MsgResponse
Payload Field Response Field
Account Id Account Id
NameDisplay Mode Group Title Short Text Full Text
Promotion - No Promotion Recommendations
Active Promotion Recommendations There are no Promotion Recommendations for this account.
There are no Promotion Recommendations fothis account.
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has for
ach ually
s.
2 In the Message Type list view, verify that the Message Type Promotion - Multiple Commitment Broken Message - Components has been created.
3 In the Payload list view, verify the following:
To verify the Promotion - Broken Component Commitment Error message type
1 Navigate to Administration - Order Management -> Message Types.
2 In the Message Type list view, verify that the Message Type Promotion - Broken Component Commitment Error has been created.
NameDisplay Mode Group Title Short Text Full Text
Promotion - Multiple Commitment Broken Message - Components
Active Promotion Promotion - Multiple Commitment Broken Message
Commitment has been broken for the following assets: [Message]
Commitmentbeen brokenthe followingassets:
[Message]
Please disconnect easset individto view the specific term
Payload Field
Message
NameDisplay Mode Group Title Short Text Full Text
Promotion - Broken Component Commitment Error
Active Promotion Broken Commitment
Commitment broken for promotion component '[Prod Prom Name]
'A commitment has been broken for promotion component '[Prod Prom Name]'. Customer must keep this product until [Commitment End Date] or pay a penalty of [Penalty].
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3 In the Responses list view, verify the following:
4 In the Payload list view, verify the following:
Verifying Data MapsUse the following procedure to verify the data maps for ACR 500.
To verify the data maps
1 Navigate to Administration - Application > Data Map Administration.
2 Verify the following data maps:
Instructions for ACR 502The following section contains information about how to install and configure ACR 502.
Installing ACR 5021 In Siebel Tools, lock the following projects:
❏ EIM Asset
❏ EIM Order
❏ EIM Quote
❏ Table Asset
Sequence Name Response Type LogSuppress Repetition Business Service Method
1 Accept Respondent Interested
N N ISS Promotion Management Service
MsgResponse
2 Reject Respondent Interested
N N ISS Promotion Management Service
MsgResponse
Payload Field
Prod Prom Name
Commitment End Date
Penalty
Sequence XML File
1 CreatePromotionAgreementCoveredAssets
2 CreatePromotionItemAgreement
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❏ Table Order
❏ Table Quote
❏ Web Channel Order Management
❏ Row Set Transformation Toolkit
❏ Cfg RTC
❏ ISS Order Management
❏ Cfg JS
❏ SIS OM Base Architecture
❏ Asset Management
❏ Order Entry
❏ Symbolic String
❏ MACD Performance
❏ Quote
2 Import the following SIF files in the order shown from the <Unzipped Folder>\ACR502 folder into Siebel Tools using the Import From Archive option. Use the Merge option in Siebel Tools Import Wizard.
NOTE: If Symbolic String is not exposed in View > Option > Object Explorer > Siebel Object, navigate to View > Option, click the Object Explorer tab, and check Symbolic String.
❏ VACR502_Tables.sif (HACR502_Tables.sif if you are an SEA customer)
❏ VACR502_EIMTables.sif (HACR502_EIMTables.sif if you are an SEA customer)
❏ Applet.sif
❏ Business Component.sif
❏ Business Object.sif
❏ Business Service.sif
❏ Integration Object.sif
❏ Link.sif
❏ Server Component Type.sif
❏ Symbolic String.sif
NOTE: If you have not locked the required projects, you may receive a warning error message. If you receive the warning error message, then lock the project displayed in the message.
3 After you have imported the SIF files, navigate to Table in the Object Explorer.
a Query for all the changed objects and select them.
b Click the Apply/DDL button to apply the changes to the physical database.
c Click Apply and then click OK.
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4 Provide the following credentials when connecting to the database:
❏ Database user= <Table Owner name>
❏ Database user password= <Table Owner name>
❏ ODBC data source= <DSN Name> (create the DSN if you receive a "TNS not resolved error message")
5 Stop the Siebel Server if it is running.
6 Select Tools > Compile Projects to compile the locked projects.
7 On the installed Siebel Server, save the SRF file to either <Siebel Server Install folder>\objects\ENU\siebel_sia.srf (if you are an SIA customer) or to <Siebel Server Install folder>\objects\ENU\siebel.srf (if you are an SEA customer).
8 Start the Siebel Server.
9 Update EIM mappings to reflect the new data model changes:
a Copy REPPATCH\VACR502\Repository\Table\EIM\eim45.sql and paste it into the <Installation Location>\SERVER\siebsrvr\SQLTEMPL folder.
b Copy REPPATCH\VACR502\Repository\Table\EIM\ eim_export_lookup_bu_name.sql and paste it into the <Installation Location>\SERVER\siebsrvr\ADMIN folder.
10 Select Workflow Process Object in OBLE.
11 Right-click on Import Workflow Process and import the .xml workflow from the <Unzipped Folder>\ACR502 folder under the projects listed in the following table:
NOTE: Make sure that the new projects are imported and that the new SRF is applied to the server prior to importing and activating the workflows.
12 Log into the Siebel application as an administrator.
Workflow Name New/Modified Project
Check Eligibility & Compatibility - Default
Modified ISS Order Management
Product Eligibility & Compatibility - Default
Modified Row Set Transformation Toolkit
Product Compatibility - Default Modified Row Set Transformation Toolkit
Configurator Eligibility Compatibility Workflow
Modified Cfg RTC
Web Channel Product Eligibility & Compatibility Driver Workflow
Modified Web Channel Order Management
SIS OM Apply Completed Service Order Line Item to Service Profile
Modified SIS OM Base Architecture
SIS OM Move Process Modified SIS OM Base Architecture
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13 Navigate to Administration - Business Process > Workflow Deployment and activate the workflows listed in the following table in the order in which they are shown:
NOTE: The status of each workflow changes from In Progress to Complete after the workflow is published.
14 After activating the workflows, reload the runtime events by navigating to Administration -Runtime Events, and selecting Reload Runtime Events from the applet-level menu.
Importing Seed Data for ACR 502Use the following procedure to import the seed data for ACR 502.
1 Create an ODBC entry for the database where you plan to import the seed data:
a Navigate to Start > Setting > Control Panel > Administrative Tools > Data Sources (ODBC), navigate to the System DSN tab, and click Add.
b Select the "Siebel Oracle90" driver (from Datadirect Technologies).
c Enter a data source name (such as DevelopmentDB).
d Enter the server name to connect to:
❏ For Oracle, enter the TNS service name that you created to connect Siebel Tools to the database.
e Test your connection and click OK when tested successfully.
2 Navigate to the directory where you installed Siebel Tools and change the directory to either REPPATCH\VACR502 if you are an SIA customer or to REPPATCH\HACR502 if you are an SEA customer.
NOTE: Before you perform the following step, make sure that the dataimp.exe file exists in the <Tools Install Directory>/bin directory.
Sequence Workflow
1 Check Eligibility & Compatibility - Default
2 Product Eligibility & Compatibility - Default
3 Product Compatibility - Default
4 Configurator Eligibility Compatibility Workflow
5 Web Channel Product Eligibility & Compatibility Driver Workflow
6 SIS OM Apply Completed Service Order Line Item to Service Profile
7 SIS OM Move Process
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3 Run the following command:
<Tools Install Directory>\bin\dataimp /u <USERNAME> /p <PASSWORD> /f <Tools Install Directory>\REPATCH\VACR502\SeedData\ENU\VACR502_Seed.dat/l <Tools Install Directory>\temp\dataimp_seed.log /c <ODBC Source Name> /d <Table Owner> /i <Tools Install Directory>\REPATCH\VACR502\SeedData\<Database Platform>\VACR502_Seed.inp /q -1 /w y /e n /t n /x R /n 100 /h log
<Tools Install Directory> - Replace with your Tools install directory.
<ODBC Source Name> - Replace with the ODBC name created in Step 1.
<Database Platform> - Replace with the database platform (ORACLE, DB2UDB or MSSQL).
4 Review the <Tools Install Directory>\temp\dataimp_seed.log file to make sure that the import completed successfully.
5 Depending upon the language that you are installing, complete either Step 6 or Step 7.
6 For ENU only, do the following:
a Run the following command after importing the VACR502_Seed.dat file.
<Tools Install Directory>\bin\dataimp /u <USERNAME> /p <PASSWORD> /f <Tools Install Directory>\REPATCH\VACR502\SeedData\ENU\VACR502_Seed_Locale_ENU.dat /l <Tools Install Directory>\temp\dataimp_seed.log /c <ODBC Source Name> /d <Table Owner> /i <Tools Install Directory>\REPATCH\VACR502\SeedData\<Database Platform>\ VACR502_Seed_Locale_ENU.inp /q -1 /w y /e n /t n /x R /n 100 /h log
<Tools Install Directory> - Replace with your Tools install directory.
<ODBC Source Name> - Replace with the ODBC name created in Step 1.
<Database Platform> - Replace with the database platform (ORACLE, DB2UDB or MSSQL).
7 For languages other than ENU, do the following:
a Run the following command after importing VACR502_Seed.dat file to import the locale-specific VACR502_Seed_Locale_XXX.dat, where XXX is the language code.
<Tools Install Directory>\bin\dataimp /u <USERNAME> /p <PASSWORD> /f <Tools Install Directory>\REPATCH\VACR502\SeedData\XXX\VACR502_Seed_Locale_XXX.dat /l <Tools Install Directory>\temp\dataimp_seed.log /c <ODBC Source Name> /d <Table Owner> /q -1 /w n /e y /t n /x R /n 100 /h log
<Tools Install Directory> - Replace with your Tools install directory.
<ODBC Source Name> - Replace with the ODBC name created in Step 1.
Use the following procedure to import locale-specific symbolic strings.
To import locale-specific symbolic strings
1 Within Siebel Tools, navigate to Tools > Utilities > Locale Management.
The Locale Management dialog box appears.
2 In the Options tab, under Languages, select a source language and a target language.
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Edit
3 Click the Import tab, and enter the following directory path: ACR502\LMU\XXX\lmu\lmu_crm.slf, where XXX is the language code.
4 Click the Import button to import the data.
5 Navigate to Symbolic Strings > Symbolic String Locale, and query for the SBL_CFG_ENGINE_ON symbolic string to verify that the data was created correctly.
Verifying Seed Data for ACR 502The following section contains procedures for verifying signals, variable maps, lists of values, andsystem preferences for ACR 502.
PrepareEnableEngine
1 Navigate to Administration - Order Management > Signals.
2 In the Signals list view, confirm that the PrepareEnableEngine signal was created.
3 In the Versions list view, click on the latest version of the signal to drill down to the Actions list view.
4 In the Actions list view, verify the following:
ReEnableiLogForQuickEdit
1 Navigate to Administration - Order Management > Signals.
2 In the Signals list view, confirm that the ReEnableiLogForQuickEdit signal was created.
3 In the Versions list view, click on the latest version of the signal to drill down to the Actions list view.
4 In the Actions list view, verify the following:
UpdateUIForQuickEdit
1 Navigate to Administration - Order Management > Signals.
2 In the Signals list view, confirm that the UpdateUIForQuick Edit signal was created.
3 In the Versions list view, click on the latest version of the signal to drill down to the Actions list view.
Sequence Service Type Service Name Service Method
1 Business Service Remote Complex Object Instance Service PrepareEnableEngine
Sequence Service Type Service Name Service Method
1 Business Service Remote Complex Object Instance Service ReEnableiLogForQuick
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t
4 In the Actions list view, verify the following:
PrepareDisableEngine
1 Navigate to Administration - Order Management > Signals.
2 In the Signals list view, confirm that the PrepareDisableEngine signal was created.
3 In the Versions list view, click on the latest version of the signal to drill down to the Actions list view.
4 In the Actions list view, verify the following:
Product Eligibility Variable Map - Context
1 Navigate to Administration - Order Management > Variable Maps.
2 Query to find the "Product Eligibility Variable Map - Context" variable map.
3 Click on the latest version of the variable map.
4 In the Variable Definition view, verify the following records:
5 In the Variable Sources view, create a record as shown in the following table:
6 In the Variable Definition view, verify the following records:
Sequence Service Type Service Name Service Method
1 Business Service Remote Complex Object Instance Service UpdateUIForQuickEdi
Sequence Service Type Service Name Service Method
1 Business Service Remote Complex Object Instance Service
PrepareDisableEngine
Name In/Out Type On Null Default Value
Pre Pick Compatibility In Boolean Ignore
Mode Path Source Type
Any PARAM_OM_PRODCFG_PREPICKCOMP Server Parameter
Name In/Out Type On Null Default Value
Pre Pick Mode In Text Ignore
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7 In the Variable Sources view, create a record as shown in the following table:
8 Release the variable map and clear the cache.
9 If you notice multiple workspaces for the variable map, use the following steps to correct the workspace:
a Rename the “Cfg Eligibility Variable Map - Context” variable map to “Old Cfg Eligibility Variable Map - Context”.
b Navigate to Menu and select Copy Variable Map.
c Rename the copied variable map to “Cfg Eligibility Variable Map - Context”, release the new version, and clear the cache.
Cfg Eligibility Variable Map - Context
1 Navigate to Administration - Order Management > Variable Maps.
2 Query to find the “Cfg Eligibility Variable Map - Context" variable map.
3 Click on the latest version of the variable map.
4 In the Variable Definition view, verify the following records:
5 In the Variable Sources view, create a record as shown in the following table:
6 In the Variable Definition view, verify the following records:
7 In the Variable Sources view, create a record as shown in the following table:
Mode Path Source Type
Any $Current/Header/Pre Pick Mode Instance
Name In/Out Type On Null Default Value
Pre Pick Compatibility In Boolean Ignore
Mode Path Source Type
Any PARAM_OM_PRODCFG_PREPICKCOMP Server Parameter
Name In/Out Type On Null Default Value
Pre Pick Mode In Text Ignore
Mode Path Source Type
Any $Current/Header/Pre Pick Mode Instance
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8 Release the variable map and clear the cache.
**MT, 2/16/11: Fixed the naming conventions below. It incorrectly referred to Product Eligibility...**
9 If you notice multiple workspaces for the variable map, use the following steps to correct the workspace:
a Rename the “Cfg Eligibility Variable Map - Context” variable map to “Old Cfg Eligibility Variable Map - Context”.
b Navigate to Menu and select Copy Variable Map.
c Rename the copied variable map to “Cfg Eligibility Variable Map - Context”, release the new version, and clear the cache.
List of Values
1 In the Siebel application, navigate to Administration - Data > LOV Explorer and verify that the following LOV types have been created:
2 In the Siebel application, navigate to Administration - Data > List Of Values, and verify that the following values have been created:
NOTE: The values are for ENU only and the Display Value and the Language Independent Code value is the same. The Language Name is English-American for all the LOV values.
Server Parameter
1 Navigate to the Administration - Server Configuration screen > Servers and Parameters view.
2 Verify that the following server parameter has been created:
NOTE: If you want to enable Pre Pick Compatibility, enter True in the Value field for this parameter. The Value on Restart field also changes to True.
Type Display Value Translate
LOV_TYPE CFG_QUICKEDIT_BTN_TYPE Y
TypeDisplay Value LIC
Language Name Order Active Translate
Replication Level
CFG_QUICKEDIT_BTN_TYPE Turn On Quick-Edit
CFG OFF English - American
1 Y Y All
CFG_QUICKEDIT_BTN_TYPE Turn Off Quick-Edit
CFG ON English - American
1 Y Y All
Name Value Value on Restart
Enable Pre Pick Compatibility
False False
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Configuring Siebel Developer Web Client for ACR 502Use the following procedure to configure the Siebel Developer Web Client for ACR 502.
To configure the Siebel Developer Web Client for ACR 502
1 Use any text editor to open the .cfg file of the Siebel Developer Web Client.
2 If the OrderManagement section already exists, add the following line to that section: EnablePrePickCompatibility = TRUE
3 If the OrderManagement section does not already exist, add both the section header and the line to the .cfg file, as follows:
[OrderManagement]
EnablePrePickCompatibility = TRUE
Configuring Siebel Product Configurator Web TemplatesIf you want to enable the Quick Edit UI theme, you must modify the web template to include the Quick Edit button.
To modify the web template to include the Quick Edit button
1 Navigate to the <siebel install directory>\webtempl\ directory.
2 Locate the "eCfgTopLevelButtonsJS.swt" web template file for the UI control and open it using a text editor (such as Notepad).
3 Edit the file:
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a Add the following lines:
<td nowrap>
<swe:control id="swe:EnableEngine" CfgUIControl="EnableEngine" CfgHtmlType="MiniButton" InvokeMethod="EnableEngine"/>
</td>
NOTE: Use the REPPATCH\VACR502\TEMPLATES\eCfgTopLevelButtonsJS.swt file as a reference.
<table datatable="0" summary="" border="0" bgcolor="white" width="100%">
<tr>
<td nowrap>
<swe:control id="swe:EnableEngine" CfgUIControl="EnableEngine" CfgHtmlType="MiniButton" InvokeMethod="EnableEngine"/>
</td>
<td nowrap>
<swe:control id="swe:CheckPrice" CfgUIControl="Check the price" CfgHtmlType="MiniButton"
InvokeMethod="CalculatePriceCX"/>
</td>
<td nowrap>
<swe:control id="swe:Save" CfgUIControl="Save" CfgHtmlType="MiniButton" InvokeMethod="SyncInstance"/>
</td>
…..
</table>
4 Within Internet Explorer, navigate to Tools > Internet Options > General tab, delete all of the temporary files and log into the Siebel application.
If you want to enable Pre Pick Compatibility inside Siebel Product Configurator, you must modify the web template to include the parameter ForceRefresh = Y.
To enable Pre Pick Compatibilty with Siebel Product Configurator
1 Navigate to the <siebel install directory>\webtempl\ directory.
2 Locate the "eCfgControlComboAddPriceJS.swt" web template file for the UI control and open it using a text editor (such as Notepad).
NOTE: The web templates for controls all begin with eCfgControl.
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3 Within the file, search for the <swe: control> tag and edit it to ForceRefresh="Y".
<!-- Template Start: eCfgControlComboAddPriceJS.swt -->
<swe:include file="eCfgPort_HeaderJS.swt"/>
<tr>
<td width=100% colspan=2>
<table cellpadding=0 cellspacing=0 border=0 width=100%>
<tr>
<td>
<script>
var sAddItemLabel = '<swe:control id="AddItem" CfgUIControl="AddItem" CfgHtmlType="CfgLabel"/>';
var sComboAddNameLabel = '<swe:control id="Name" CfgUIControl="lblName" CfgHtmlType="CfgLabel"/>';
var sComboAddQtyLabel = '<swe:control id="Quantity" CfgUIControl="lblQuantity" CfgHtmlType="CfgLabel"/>';
</script>
<swe:for-each id="1100" CfgLoopType="Domain" Automation="N" startValue="1000" count="Dynamic" iteratorName="1100Id" >
<swe:control id="ComboAdd" CfgHtmlType="CfgComboAdd" ForceRefresh="Y"
CfgJSShow="showSelectAndOptions" CfgJSUpdateExclusion="updateExcludedItemForPort" CfgJSUpdateSelection="updatePortItemsForComboAdd"/>
</swe:for-each>
</td>
</tr>
<tr>
<td colspan="3">
<swe:include file="eCfgRelationContentsPriceQuantityJS.swt"/>
</td>
</tr>
</table>
</td>
</tr>
<swe:include file="eCfgPort_FooterJS.swt"/>
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<!-- Template End: eCfgControlComboAddPriceJS.swt -->
4 Within Internet Explorer, navigate to Tools > Internet Options > General tab, delete all of the temporary files and log into the Siebel application.
Instructions for ACR 508The following section contains information about how to install and configure ACR 508.
NOTE: If you have installed ACR 474 and ACR 508 together, using the instructions provided in “Instructions for ACR 474 and ACR 508” on page 160, do not perform the procedures in this section.
Unpacking the ACR508.zip FileUse the following procedure to unpack the ACR508.zip file.
To unzip the ACR508.zip file
1 Navigate to <Tools Install Directory>\REPPATCH.
2 Unzip the ACR508.zip file.
This will create the following directory structure.
<Path of the Unzipped Folder>\REPPATCH\ACR508\
After you have unzipped the ACR508.zip file, the ACR508 folder will have the following subfolders:
❏ \DMGSchemaChanges (For more information, see “Applying ACR 508 Schema Changes to the Database” on page 357.)
❏ \SeedData (For more information, see “Importing Seed Data for ACR 508” on page 358.)
❏ \SIFFiles
❏ \WFs
❏ \LMU
Applying ACR 508 Schema Changes to the DatabaseSiebel 8.0.0.8 QF3801 includes changes to the following existing tables:
■ S_ORDER
■ S_ORDER_ITEM
■ S_ORDER_ITEM_OM
■ S_ORDPART_MVMT
■ EIM_ORDER1
■ EIM_ORDER_ITEM
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■ EIM_ORDER_ITEM1
■ EIM_PART_MVMT
The ACR508_VACR508_BaseTables.sif and ACR508_VACR508_EIMTables.sif files within the REPPATCH\ACR508\DMGChanges directory contain these changes.
Use the following procedure to apply schema changes to the database.
To import the ACR508_VACR508_BaseTables.sif and ACR508_VACR508_EIMTables.sif files into the repository
1 Lock the following projects before import:
■ Table FieldService
■ Table NetworkOrderManagement
■ Table Order
■ EIM Order
■ EIM FieldService
2 Use the Siebel Tools - Import from Archive function to read the ACR508_VACR508_BaseTables.sif and ACR508_VACR508_EIMTables.sif files and create the tables in the repository. Use the merge option while importing this file.
NOTE: You must import the files in the specified order. The ACR508_VACR508_BaseTables.sif file must be imported before the ACR508_VACR508_EIMTables.sif file.
3 Within Siebel Tools, query for the list of tables that were imported into the repository, and click the Apply/DDL button to apply the changes to the database.
Importing Seed Data for ACR 508Use the following procedure to import seed data.
To import seed data for ACR 508
1 Create an ODBC entry for the database where you plan to import the seed data:
a Navigate to Start > Settings > Control Panel > Administrative Tools > Data Sources (ODBC).
b Navigate to the System DSN tab.
c Click Add.
d Select the "Siebel Oracle90" driver (from Datadirect Technologies).
e Enter a data source name (such as DevelopmentDB).
f Enter the server name to connect to. For Oracle, enter the TNS service name that you created to connect Siebel Tools to the database.
g Test your connection and click OK when you have verified that the connection was successful.
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2 Navigate to the directory where you installed Siebel Tools and change this directory to REPPATCH\ACR508.
NOTE: Before executing the next step, make sure that the dataimp.exe file exists in the <Tools Install Directory>/bin directory.
3 Run the following command:
<Tools Install Directory>\bin\dataimp /u <USERNAME> /p <PASSWORD> /f <Tools Install Directory>\REPPATCH\ACR508\SeedData\ACR508_Seed.dat /l <Tools Install Directory>\temp\dataimp_seed.log /c <ODBC Source Name> /d <Table Owner> /i <Tools Install Directory>\REPPATCH\ACR508\SeedData\<Database Platform>\ACR508_Seed.inp /q -1 /w y /e n /t n /x R /n 100 /h log
<Tools Install Directory> - Replace this with the location in which you installed Siebel Tools.
<ODBC Source Name> - Replace this with the ODBC name that you created in Step 1 of this procedure.
<Database Platform> - Replace with this with your database platform (ORACLE, DB2UDB or MSSQL).
4 Review the log file in <Tools Install Directory>\temp\dataimp_seed.log file to make sure that the import completed successfully.
5 Depending on the language that you are installing, use one of the following steps.
■ For ENU, run the following command after importing the ACR508_Seed.dat file.
<Tools Install Directory>\bin\dataimp /u <USERNAME> /p <PASSWORD> /f <Tools Install Directory>\REPPATCH\ACR508\SeedData\ACR508_Seed_Locale_ENU.dat /l <Tools Install Directory>\temp\dataimp_seed.log /c <ODBC Source Name> /d <Table Owner> /i <Tools Install Directory>\REPPATCH\ACR508\SeedData\<Database Platform>\ ACR508_Seed_Locale_ENU.inp /q -1 /w y /e n /t n /x R /n 100 /h log
<Tools Install Directory> - Replace this with the location in which you installed Siebel Tools.
<ODBC Source Name> - Replace this with the ODBC name that you created in Step 1 of this procedure.
<Database Platform> - Replace this with your database platform (ORACLE, DB2UDB or MSSQL).
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■ For customers using languages other than ENU, run the following command after importing ACR508_Seed.dat file to import the locale-specific ACR508_Seed_Locale_XXX.dat file, where XXX is the language code.
<Tools Install Directory>\bin\dataimp /u <USERNAME> /p <PASSWORD> /f <Tools Install Directory>\REPPATCH\ACR508\SeedData\ACR508_Seed_Locale_XXX.dat /l <Tools Install Directory>\temp\dataimp_seed.log /c <ODBC Source Name> /d <Table Owner> /q -1 /w n /e y /t n /x R /n 100 /h log
<Tools Install Directory> - Replace this with the location in which you installed Siebel Tools.
<ODBC Source Name> - Replace this with the ODBC name that you created in Step 1 of this procedure.
NOTE: Step 6 applies to both customers who are using ENU and customers who are using languages other than ENU.
6 Review the <Tools Install Directory>\temp\dataimp_seed.log file to make sure that the import completed successfully.
Siebel Tools Changes for ACR 5081 Open tools.cfg from <Tools Install Directory>\Bin\Enu and verify the [Siebel] section. Make sure
that the SymStrPrefix entry has been set to SBL_.
NOTE: The default setting for the SymStrPrefix entry X_, but, as noted above, this value must be changed to SBL.
[Siebel]
……..
SymStrPrefix = SBL_
……..
2 Import the Web Service Integration.sif file from the SIFFiles folder into Siebel Tools using the Tools > Import from Archive option. Use the Merge option in Import Wizard.
3 Verify that the Project "Web Service Integration" project has been created.
4 In Siebel Tools, lock all the following projects:
❏ Web Service Integration
❏ Order Entry
❏ Web Channel Order Management
❏ Symbolic Strings
❏ Product Selection UI
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5 Import the rest of the SIF files from the SIFFiles folder into Siebel Tools using the Tools > Import from Archive function.
If you have not locked the required projects, you may receive a warning error message.
Make sure to choose Merge Option in Siebel Tools Import Wizard.
Import the following SIF files:
■ ModifiedApplets.sif
■ ModifiedBCs.sif
■ ModifiedBOs.sif
■ ModifiedBS.sif
■ ModifiedIO.sif
■ ModifiedLinks.sif
■ ModifiedPicklists.sif
■ ModifiedScreens.sif
■ ModifiedSymbStrings.sif
■ ModifiedView.sif
NOTE: The following step only applies for customers who are installing languages other than ENU.
6 If you are installing languages other than ENU:
a Select > Tools > Utilities > ' Locale Management to import LMU files for your specific language into Siebel Tools.
b Select Source Language = English American
c Target Language = <Specific Language>
d Click on Import Tab > Browse to locate the LMU file you want to import and click Import.
7 Stop Siebel Server if it is running.
8 Within Siebel Tools, navigate to Menu > View >Options > Scripting tab and specify the following path for the browser script compilation folder:
\\<Server IP address>\<SWE server Installed Location>\eappweb\PUBLIC\enu
9 Use the Compile Projects > All Projects option to compile the projects, and save the srf file to the <Siebel Server Install folder>\objects\ENU\siebel_sia.srf folder on the installed Siebel server.
10 Start the Siebel Server.
11 Import the workflows listed in the following table into the Siebel application.
Process Name New/Modified Project
SWISendOrder Modified Web Service Integration
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a Select Workflow Process in Siebel Tools Object Explorer.
b Right-click on the right-side pane called Workflow Processes and import the .xml file into Siebel Tools from the workflows folder. Refer to the preceding table for information about which projects these workflows need to be imported into.
c Check the status of the workflow process. If it is In-Progress, then deploy the workflow process to change its status to complete. Do not click the Deploy + Activate button, as doing so will yield an error message. Only click the Deploy button.
NOTE: You may receive the "This is an invalid Workflow…" error message while deploying the modified workflows from the list. Just ignore the error and click Yes.
d Repeat Step b through Step c of this procedure for of all the workflows in the folder.
e Log in to the Siebel application as an administrator, and navigate to the Site Map.
f Click on Administration - Business Process.
g Navigate to Workflow Deployment > Repository Workflow Process.
h Query for the workflow processes and activate them.
12 Activate the O2C Cancel Order Validation and SWI Revise Order Validation rule sets:
a Navigate to Site Map > Administration - Data Validation > Rule Sets.
b Query for the Cancel Order Validation and SWI Revise Order Validation rule sets.
c Click Activate to activate the rule sets.
13 Navigate to Site Map > Administration - Application > Data Map Administration.
14 Query for the ReviseOrder data map object, the Header data map component, and the Back Office Process Status data map field.
15 Check the Inactive check box to inactivate the Back Office Process Status data map field.
16 Restart the Siebel Server.
17 Launch the Siebel Communications application.
Instructions for ACR 526For more information about ACR 526 and how to implement it, from within My Oracle Support, navigate to the Knowledge tab and search for Doc ID 1296984.1.
SWIReviseOrderValidation New Web Service Integration
SWI Cancel Sales Order New Web Service Integration
Process Name New/Modified Project
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Instructions for ACR 539The following section contains information about how to configure and install ACR 539.
Preinstallation Tasks■ Before you begin your installation, change a parameter in tools.cfg file within Siebel Tools
(Original: SymStrPrefix = X_) to SymStrPrefix = SBL_
Repository Configurations1 Get $ReleaseRoot\release\redist\repatch\ACR539.zip and unzip to any location accessible by
Siebel Tools.
2 In Siebel Tools, lock the following projects:
■ LS Clinical Protocol
■ LS Clinical Protocol Site
■ LS Clinical Subject
■ LS Clinical Activity
■ Symbolic Strings
■ LS Clinical Investigators
■ Table Activity
■ Table Clinical
■ LS Clinical Enhancement
■ Table L ifeScience
■ Table Sales
■ LS Clinical Workflow
■ LS Clinical Rollup
■ EIM Clinical
■ EIM Common
■ EIM Common SIA
NOTE: The following steps can be followed to automate the process of importing all the sif files at once into the Siebel repository else the section from Schema Changes steps can be followed to perform manual configuration changes into the Siebel repository.
3 Rename Unziplocation\ACR539 \REPOSITORY\import.txt to import.bat, edit the file, and change the first four parameters related to database and Tools details with the username "SADMIN".
4 Create a log folder in Unziplocation\ACR539\REPOSITORY.
5 Run the import.bat file to import.
6 In Siebel Tools, compile all of the locked and updated projects.
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7 Apply the schema changes for the 'S_CL_PTCL_LS', 'S_EVT_ACT_LSX', 'S_PTCL_SITE_LS' 'S_TMPL_PLANITEM', 'EIM_CL_ACT_LS', 'EIM_CL_PTCL_LS', 'EIM_PTL_SITE_LS' and 'EIM_TMPL_PLNITM' tables (Refer to Schema Changes for information about how to apply the changes.)
8 Import the Workflow Processes into Siebel Repository. See "Importing Workflow Definitions" for more information.
Schema Changes Use the instructions below to apply the schema changes.
Applying Schema Changes to the DatabaseAs part of the ACR539 release, schema changes have been done on the database. The REPPATCH\ACR539\REPOSITORY\Tables\Tables.sif has all the changes for the following:
Changes to existing tables:
■ S_CL_PTCL_LS
■ S_EVT_ACT_LSX
■ S_PTCL_SITE_LS
■ S_TMPL_PLANITEM
■ EIM_TMPL_PLNITM
■ EIM_PTL_SITE_LS
■ EIM_CL_PTCL_LS
■ EIM_CL_ACT_LS
To import changes into the repository
1 Lockthe following projects before import:
■ Table Clinical
■ Table L ifeScience
■ Table Sales
■ EIM Clinical
■ EIM Common
■ EIM Common SIA
2 Use the Import from Archive function within Siebel Tools to read the Tables.sif file and create the tables in the repository. The "merge" option should be used while importing this file.
3 Use Siebel Tools to query for the list of tables that were imported into the repository.
4 Use the Apply/DDL button to apply the changes to the physical database.
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t
Applying Links ChangesImport the "Clinical Protocol Site_Clinical Protocol.sif" to apply the changes.
Applying PickList Changes Import the "PickList Clinical Protocol Site Primary Addresses.sif" to apply the changes.
Applying Business Service Changes Import the "LS SubjectVisits Service.sif" to apply the changes.
Applying Business Components ChangesNOTE: The procedures in this section are an alternative to importing SIF files. Use the following procedure if you want to perform manual configuration because this is an existing Business Component and the Business Component user properties may clash with your existing Business Component user properties.
1 Clinical ProtocolUpdate the existing Business Component "Clinical Protocol" Business Component by adding new fields as shown below:
Project LS Clinical Protocol
Table S_CL_PTCL_LS
Single Value Fields
New/Modified?
Name Column Type Calculated Value
Text Length
Pre Defaul
New Synchronize Active Sites Flag
SYNC_SITES_FLG DTYPE_BOOL
1 N
New CDMS Study ID
CDMS_STUDY_CODE DTYPE_TEXT 50
New Is CDMS null IIF(([CDMS Study ID] IS NULL), "Y", "N")
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Field User Properties
Business Component User Properties
2 Clinical Protocol SiteUpdate the existing Business Component "Clinical Protocol Site" Business Component by adding new fields as shown below:
Project LS Medical Product Issue
JOINS
Join Specification
Parent Field User Property Name Value
CDMS Study ID Text Length Override 15
Name Value
Field Read Only Field: Synchronize Active Sites Flag Is CDMS null
On Field Update Set 2 "CDMS Study ID", "Synchronize Active Sites Flag", "N"
Project LS Clinical Protocol Site
Table S_ PTCL_SITE_LS
Table Alias Outer Join
S_USER Last Updated By
S_ADDR_PER Primary Address TRUE
S_CL_PTCL_LS S_CL_PTCL_LS TRUE
S_CL_ST_ADDR_LS S_CL_ST_ADDR_LS TRUE
Parent Table Name Name Source Field Destination Column
S_USER Last Updated By Login Last Updated By ROW_ID
S_ADDR_PER Primary Addr1 Primary Address ROW_ID
S_CL_PTCL_LS Protocol Info Protocol Id Id
S_CL_ST_ADDR_LS Primary Address Row Primary Address Id ROW_ID
S_CL_ST_ADDR_LS SiteID Protocol Site Id PTCL_SITE_ID
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BUSINESS COMPONENT USER PROPERTY
Name Value
Field Read Only Field: Activate Synchronization Flag Require Active Flag Check
New/Modified? Name Join Column Type
Calculated Value PickList
Pre Default
New Field Activate Synchronization Flag
ACTIVATE_SYNC_FLG
DTYPE_BOOL N
New Field Address Line 1
Primary Address ADDR DTYPE_TEXT PickList Clinical Protocol Site Primary Addresses
New Field Address RowId
S_CL_ST_ADDR_LS ADDR_ORG_ID
DTYPE_ID
New Field Address Type S_CL_ST_ADDR_LS SITE_ADDR_TYPE
DTYPE_TEXT
New Field CDMS Site DTYPE_TEXT [Account Id]+":"+[Address RowId]
New Field CDMS Study Site
DTYPE_TEXT [Account Id]+":"+[Address RowId]
New Field Description S_CL_ST_ADDR_LS DESC_TEXT DTYPE_TEXT
New Field Primary Address Id
PR_ADDR_ID
DTYPE_TEXT
New Field Prev CDMS Site
AIA_INTEG_ID
DTYPE_TEXT
New Field Primary Address
S_CL_ST_ADDR_LS ADDR_ORG_ID
DTYPE_ID
New Field Protocol Active Sync Flag
S_CL_PTCL_LS SYNC_SITES_FLG
DTYPE_BOOL
New Field Require Active Flag Check
IIF(([Protocol Active Sync Flag] = 'Y' AND [Street Address] IS NOT NULL ), "N", "Y")
New Field Site Last Updated
LAST_UPD DTYPE_UTCDATETIME
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■ For the Address Line 1 field, add the following record in the Pickmap:
3 Visit Template Activities Update the existing Visit Template Activities Business Component by adding new fields as shown below:
Single Value Fields
New/Modified? Field Constraint Picklist Field
New Address Line 1 Address Line 1
New Address RowId Address Id
New Address Type Address Type
New Description Description
New Id Y Protocol Site Id
New Primary Address Id Id
Project LS Clinical Subject
Table S_EVT_ACT
New/Modify Name Join Column Type
Text Length
New Field
Clinical Item S_EVT_ACT_LSX CLINICAL_ITEM_VAL
DTYPE_TEXT 255
New Field
Parent Activity Template RowId
TEMPLATE_ID DTYPE_ID 15
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4 Action (No Owner Lock)Update the existing Action (No Owner Lock) Business Component by adding new fields as shown below:
5 Subject Visit TemplatesUpdate the existing Subject Visit Templates Business Component by adding new fields as shown below:
Single Value Fields
Project LS Clinical Subject
Table S_EVT_ACT
New/Modified Name Join Column Type
Text Length
New Field Activity Clinical Item
S_EVT_ACT_LSX CLINICAL_ITEM_VAL DTYPE_TEXT 255
New Field Visit Clinical Item
Parent Template CLINICAL_ITEM_VAL DTYPE_TEXT 255
Project LS Clinical Subject
Table S_TMPL_PLANITEM
New/Modify Name Column Type Text Length
New Field Clinical Item CLINICAL_ITEM_VAL DTYPE_TEXT 255
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6 Visit PlanUpdate the existing Visit Plan Business Component by adding new fields as shown below:
7 Visit Plan ActionUpdate the existing Visit Plan Action Business Component by adding new fields as shown below:
Project LS Clinical Subject
Table S_EVT_ACT
New/Modify Name Join Column Type
Text Length
New Field Clinical Item Parent Template
CLINICAL_ITEM_VAL DTYPE_TEXT 255
Modified Field
Priority EVT_PRIORITY_CD DTYPE_TEXT 30
Project LS Clinical Subject
Table S_EVT_ACT
Table Alias Outer Join
S_EVT_ACT_LSX Clinical Item Activity TRUE
Parent Table Name Name Source Field
Destination Column
S_EVT_ACT_LSX ClinicalItemActivity Parent Activity Template RowId
ROW_ID
New/Modified Name Join Column Type
Text Length
New Field Clinical Item Clinical Item Activity
CLINICAL_ITEM_VAL DTYPE_TEXT 255
New Field Parent Activity Template RowId
TEMPLATE_ID DTYPE_ID 15
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8 Clinical Account Investigator RoleUpdate the existing Clinical Account Investigator Role Business Component by adding new fields as shown below:
9 Clinical SubjectUpdate the existing Clinical Subject Business Component by adding new fields as shown below:
For the ProtocolSiteId field, add the following record in the pickmap:
Project LS Clinical Investigators
Table S_PTL_ST_CON_LS
New/Modify Name Link Specification
Modified Field Site Id TRUE
Project LS Clinical Subject
Table S_CL_SUBJ_LS
New/Modified Name PickList
Modified Field Protocol Site Id LS Clinical Protocol Site Picklist
New/Modified? Field Constraint Picklist Field
New Amount Currency Code Amount Currency Code
New Amount Exchange Date Amount Exchange Date
New Investigator First Name Investigator First Name
New Investigator Id Primary Investigator Id
New Investigator Last Name Investigator Last Name
New Protocol Id Protocol Id
New Protocol Number Protocol Number
New Protocol Site Id Id
New Regions Required Flag Regions Required Flag
New Site Id Site Id
New Site Name Site Name
New Site Number Site Number
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Applying Business Object Changes Import the "Clinical Protocol Site New.sif" file to apply the changes.
NOTE: The "Integration Objects", "Workflow Policy Columns" and "Workflow Policy Objects" contained in the SIF file are all new. These should be imported to apply the changes.
Applets■ Clinical Protocol Admin Form Applet
Update the existing applet as shown below. Also need to add the new controls to the Applet Web Template.
■ In Edit Web Layout, drag and drop this List Column from Controls/Columns onto the layout.
■ Clinical Protocol Form Applet
Clinical Protocol Admin Form Applet (Modify)
BusComp Clinical Protocol
Project LS Clinical Protocol
New/Modified Name String Reference Caption Field
HTML Icon Map HTML Type
New CDMS Study ID
SBL_CDMS_STUDY_ID CDMS Study ID
CDMS Study ID
Text
New Synchronize Active Sites
SBL_SYNC_STUDY_SITES Synchronize Active Study Sites
Synchronize Active Sites Flag
Checkbox
New Label Integration
SBL_INTEGRATION-1004224521-0XI
Integration FormSection
Clinical Protocol Form Applet (Modify)
BusComp Clinical Protocol
Project LS Clinical Protocol
New/Modified Name
String Reference Caption Field
HTML Icon Map HTML Type
New CDMS Study ID
SBL_CDMS_STUDY_ID
CDMS Study ID
CDMS Study ID
Text
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In Edit Web Layout, drag and drop this List Column from Controls/Columns onto the layout.
■ Clinical Protocol Site Entry Applet
In Edit Web Layout, drag and drop this List Column from Controls/Columns onto the layout.
New Synchronize Active Sites
SBL_SYNC_STUDY_SITES
Synchronize Active Study Sites
Synchronize Active Sites Flag
Checkbox
New Label Integration
SBL_INTEGRATION-1004224521-0XI
Integration FormSection
Clinical Protocol Site Entry Applet (Modify)
BusComp Clinical Protocol Site
Project LS Clinical Protocol Site
New/Modified Name
String Reference Caption Field PickList HTML Type
New Primary Site Address
SBL_PRIMAY_SITE_ADDRESS
Primary Site Address
Address Line 1
PickList Clinical Protocol Site Primary Addresses
Text
New Activate for Synchronization
SBL_ACTIVATE_FOR_SYNC
Activate for Synchronization
Activate for Synchronization
Checkbox
New Label Integration
SBL_INTEGRATION-1004224521-0XI
Integration FormSection
New/Modified Name
String Reference Caption Field
HTML Icon Map HTML Type
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■ Clinical Visit Template Activities
■ Clinical Subjects Visit Templates List Applet
Clinical Visit Template Activities (Modify)
BusComp Visit Template Activities
Project LS Clinical Subject
List Columns
New /Modify Name Field String Reference
New Clinical Item Clinical Item SBL_CLINICAL_ITEM
Applet Web Template (Existing and Modify)
Name Type Web Template
Edit List Edit List Applet List (Base/Edit List)
Applet Web Template Item New
Name Control Type Comments
Clinical Item Clinical Item List Item In Edit Web Layout, Drag and Drop this List Column from Controls/Columns onto the layout
Clinical Subjects Visit Templates List Applet (Modify)
BusComp Subject Visit Templates
Project LS Clinical Subject
List Columns
New /Modify Name Field String Reference
New Clinical Item Clinical Item SBL_CLINICAL_ITEM
Applet Web Template (Existing and Modify)
Name Type Web Template
Edit List Edit List Applet List (Base/Edit List)
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■ Clinical Protocol Site Primary Addresses Pick Applet (New)
Import the "Clinical Protocol Site Primary Addresses Pick Applet.sif" to apply the changes.
Symbolic Strings ChangesThe following table contains details about the symbolic strings added for ACR 539.
NOTE: These symbolic strings will be imported as part of the SIF file import. This list is provided for reference only.
Importing Workflow DefinitionsUse the following procedure to import workflow definitions.
To import workflow definitions
1 Log in to Siebel Tools.
NOTE: Siebel Tools has to connect to the same database as the Siebel application server.
2 From Object Explorer, navigate to Workflow Process.
Applet Web Template Item New
Name Control Type Comments
Clinical Item Clinical Item List Item In Edit Web Layout, drag and drop this List Column from Controls/Columns onto the layout
New/Existing Name
Current StringValue Definition
New SBL_ACTIVATE_FOR_SYNC Activate for Synchronization
An indicator that determines when a protocol site is ready to be sent outbound
New SBL_CDMS_STUDY_ID CDMS Study ID The CDMS unique system identifier for a study
New SBL_CLINICAL_ITEM Clinical Item The code used to represent an abstract clinical entity independent of any system
New SBL_SYNC_STUDY_SITES Synchronize Active Study Sites
An indicator that determines if the protocol site interface will be used for a protocol
New SBL_PRIMAY_SITE_ADDRESS Primary Site Address Indicatges the Primary Site Address on the Site
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3 From the list applet, right-click and choose choose Import Workflow Process.
4 Browse to Unziplocation\ACR539\REPOSITORY\Workflows, choose LS ClinicalProtocolSite Outbound - NewSite.xml .
5 After import, query for the workflow, and in Lock Projects view > Workflow process, focus on the record and click the Publish/Activate button on top of the applet to deploy the workflows.
6 Repeat the preceding steps for remaining new workflows.
7 For the LS Clinical - DeleteNonAppVisits Process workflow, follow the preceding steps if the you want to directly import the Workflow or use the following procedure if you want to perform the configurations manually.
NOTE: If you receive the "The value entered in field Process Business Object of buscomp Workflow Process Deployment does not match any value in the bounded picklist FOW SRF Business Object" error message while you are deploying the workflow, ignore the error message.
To update "LS Clinical - DeleteNonAppVisits Process" workflowNOTE: The procedures in this section are an alternative to importing xml file. Use the following procedure if you want to perform manual configuration because this is an existing Workflow.
1 Log into Siebel Tools.
2 Create a new version of the "LS Clinical - DeleteNonAppVisits Process" workflow.
3 Go to Edit mode.
4 Select the "Delete Non App Visits" business service.
New/Modified Xml File to Import Workflow Name Project
New LS ClinicalProtocolSite Outbound - NewSite.xml
LS ClinicalProtocolSite Outbound - NewSite
LS Clinical Activity
New LS ClinicalProtocolSite Outbound-UpdatedSite.xml
LS ClinicalProtocolSite Outbound-UpdatedSite
LS Clinical Activity
New SWI LS Clinical Subject Inbound.xml
SWI LS Clinical Subject Inbound
LS Clinical Subject
New SWI LS Clinical Subject Inbound - Subject.xml
SWI LS Clinical Subject Inbound - Subject
LS Clinical Subject
New SWI LS Clinical Subject Inbound - Activity.xml
SWI LS Clinical Subject Inbound - Activity
LS Clinical Subject
New SWI Protocol Number Lookup.xml
SWI Protocol Number Lookup
LS Clinical Subject
Modified LS Clinical - DeleteNonAppVisits Process.xml
LS Clinical - DeleteNonAppVisits Process
LS Clinical Enhancement
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5 Select Tab Input arguments in the Multivalue Property window
6 Change the property name of the Input Argument VisitTemplateDate field as detailed below:
From:
Input Argument PropertyName
VisitTemplateDateFieldName OriginalTemplateDateFieldName
To:
Input Argument PropertyName
VisitTemplateDateFieldName VisitTemplateDateFieldName
7 Add a business service BS by name "FINS Teller UI Navigation", BS Method Name "RefreshCurrentApplet". Name the BS as "Refresh Applet".
8 Add the following property in the Multi Value Property Window:
9 Save the workflow, and then publish and activate it.
Siebel Application ChangesUse the following procedure to import Web Services definitions.
To import Web Services definitions
1 Log into the Siebel application.
2 Navigate to the Administration - Web Services > Inbound Web Services view.
3 Import the ClinicalSubject.xml file. The file is located in Unziplocation\ACR539\REPOSITORY\WebServices folder that you extracted from the zip file.
4 Query for the "Clinical Subject" Web Service.
5 On the Service Port applet, update the address to point to your Web server location. By default, it looks like:
http://<webserver>/eai_<lang>/
start.swe?SWEExtSource=WebService&SWEExtCmd=Execute&Username=<username>&Password=<p
assword>
6 Change the webserver to the webserver host name.
Input Argument Type Value
Refresh All Literal Y
XML File to Import Web Service Name Direction
ClinicalSubject.XML Clinical Subject Inbound
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Activating Workflow DefinitionsUse the following procedure to activate workflow definitions.
To activate workflow definitions
1 Log into Siebel eClinical.
2 Navigate to the Administration - Business Process > Workflow Deployment view.
3 On the Repository Workflow Processes applet, query for workflows listed in the following table, focus on each record and click the Activate button to activate the workflow.
NOTE: If you encounter the "The value entered in field Process Business Object of buscomp Workflow Process Deployment does not match any value in the bounded picklist FOW SRF Business Object" error message when you are deploying the workfklow, ignore this error message.
Seed DataUse the following procedure to import the seed data for ACR 539.
To import seed data
1 Create an ODBC entry for the database where you plan to import the seed data:
a Navigate to Start > Settings > Control Panel > Administrative Tools > Data Sources (ODBC).
b Navigate to the System DSN tab and click Add.
c Pick the "Siebel Oracle90" driver (from Datadirect Technologies).
d Enter a data source name (such as DevelopmentDB).
e Enter the server name to connect to.
❏ For Oracle, enter the TNS service name that you created to connect Siebel Tools to the database.
f Test your connection and click OK when tested successfully.
Workflow Name
LS ClinicalProtocolSite Outbound - NewSite
LS ClinicalProtocolSite Outbound-UpdatedSite
SWI LS Clinical Subject Inbound
SWI LS Clinical Subject Inbound - Subject
SWI LS Clinical Subject Inbound - Activity
SWI - Protocol Number Lookup
LS Clinical - DeleteNonAppVisits Process
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2 Navigate to the directory in which you installed Siebel Tools and change the directory to REPATCH\ACR539.
NOTE: Before you execute the next step, make sure that the dataimp.exe file exists in the <Tools Install Directory>/bin directory.
Use the following procedure to edit and import seed data.
To edit and import seed data
1 Rename Unziplocation\ACR539\SEED_DATA\Import_Seed_Data.txt to import_Seed_Data.bat, edit the file, and change the first six parameters related to the application database and Siebel Tools path details.
2 Run the Import_Seed_Data.bat file to import seed data.
3 Run the following command:
<Tools Install Directory>\bin\dataimp /u <USERNAME> /p <PASSWORD> /f <Tools Install
irectory>\REPATCH\ACR539\SeedData\ENU\ACR539_Seed.dat /l <Tools Install
Directory>\temp\dataimp_seed.log /c <ODBC Source Name> /d <Table Owner> /i <Tools
Install Directory>\REPATCH\ACR539\SeedData\<Database Platform>\ACR539_Seed.inp /q -
1 /w y /e n /t n /x R /n 100 /h log
<Tools Install Directory> - Replace with your Siebel Tools install directory
<ODBC Source Name> - Replace with the ODBC name created in the previous procedure.
<Database Platform> - Replace with your database platform information (ORACLE, DB2UDB or MSSQL)
4 Review the log file in <Tools Install Directory>\temp\dataimp_seed.log file to make sure that the import completed successfully.
5 Depending upon the language that you are installing, follow Step 6 or Step 7.
6 For ENU (English Language) customers:
a Run the following command after importing the ACR539_Seed.dat file.
<Tools Install Directory>\bin\dataimp /u <USERNAME> /p <PASSWORD> /f <Tools
Install Directory>\REPATCH\ACR539\SeedData\ENU\ACR539_Seed_Locale_ENU.dat /l
<Tools Install Directory>\temp\dataimp_seed.log /c <ODBC Source Name> /d <Table
Owner> /i <Tools Install Directory>\REPATCH\ACR539\SeedData\<Database Platform>\
ACR539_Seed_Locale_ENU.inp /q -1 /w y /e n /t n /x R /n 100 /h log
<Tools Install Directory> - Replace with your Siebel Tools install directory
<ODBC Source Name> - Replace with the ODBC name created in Step 1 of the previous procedure.
<Database Platform> - Replace with your database platform (ORACLE, DB2UDB or MSSQL)
b Review the <Tools Install Directory>\temp\dataimp_seed.log file to make sure that the import completed successfully.
7 If you are installing languages other than ENU, perform the following steps:
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a Run the following command after importing ACR539_Seed.dat file for importing the locale specific ACR539_Seed_Locale_XXX.dat, where XXX is the language code.
<Tools Install Directory>\bin\dataimp /u <USERNAME> /p <PASSWORD> /f <Tools
Install Directory>\REPATCH\ACR539\SeedData\XXX\ACR539_Seed_Locale_XXX.dat /l
<Tools Install Directory>\temp\dataimp_seed.log /c <ODBC Source Name> /d <Table
Owner> /q -1 /w n /e y /t n /x R /n 100 /h log
<Tools Install Directory> - Replace with your Siebel Tools install directory.
<ODBC Source Name> - Replace with the ODBC name created in Step 1 of the previous procedure.
b Review the <Tools Install Directory>\temp\dataimp_seed.log file to make sure that the import completed successfully.
Process for the Workflow Policies and Regenerating the Triggers on the Database■ Enabling Siebel Workflow Policies
■ Updating Clinical Related Workflow Policies for Non-ENU Builds
■ Generating Triggers
■ Starting the Workflow Monitor Agent
Enabling Siebel Workflow PoliciesYou must enable Siebel Workflow Policies before using any one of the modules that require them. However, if you are using more than one of these modules, you only need to enable Workflow Policies once.
To enable Siebel Workflow Policies
1 Navigate to the Administration - Server Configuration screen > Enterprises view.
2 In the Component Groups list, query for the record that contains Workflow Management, and select it.
3 In the Component Groups list, click Menu and choose Enable Component Group.
4 Click the Synchronize view tab.
5 Click Synchronize.
The components populate the Batch Components list.
NOTE: After enabling Workflow Policies you may need to restart the server.
Updating Clinical Related Workflow Policies for Non-ENU BuildsNOTE: You do not need to perform this procedure if you are deploying ENU.
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To update workflow policies for languages other than ENU
1 Navigate to Site Map > Administration - Business Process > Workflow Policies.
2 In Policies List, query in the Policy Group field.
3 Modify the policies in the "Conditions List Applet" for the ([Condition Field] = "LS Clinical Site No Subject Flag" or "LS Clinical Site No Subject Flag") the [Value] to the ENU equivalent (either Y or N).
Generating TriggersYou must generate triggers before using any one of the modules requiring Workflow Policies, and again whenever new policies are created or deleted. You do not need to regenerate triggers in order to use additional modules requiring Workflow Policies.
The Generate Trigger (GenTrig) component on the Siebel Server allows you to create database triggers. Policy Manager uses these database triggers to identify which records may match policy conditions. You must regenerate triggers whenever new policies are created or deleted.
To generate triggers in Siebel Workflow Policies
1 Navigate to the Administration - Server Management screen > Jobs view.
2 In the Batch Jobs List view, click New.
3 In the Component/Job field, select Generate Triggers.
This creates a new line entry but does not start the task.
4 In the Job Parameters list, click New and complete the fields in the following order:
■ Name: Click the name field select button to query for and select the EXEC record.
■ Value: Type True.
5 In the Job Parameter list, click New.
6 In the Job Parameter list, click the name field select button to query for and select the Privilege User password record ), and click OK. Enter the Table Owner In the Value field.
7 In the Job Parameter list, click New.
8 In the Job Parameter list, click the name field select button to query for and select the Privilege User record, and click OK. Enter the Table Owner in the Value field.
9 In the Job Detail form applet, click Menu and choose Start Job.
10 In the Batch Jobs List view, click Menu and choose Run Query.
Starting the Workflow Monitor AgentYou need to start Workflow Monitor Agent to execute your policies. Workflow Monitor Agent checks to see when the conditions of policies are met.
NOTE: You must use a command prompt to start Workflow Monitor Agent. You cannot start it from the application.
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To start Workflow Monitor Agent
1 Open a DOS command prompt, navigate to siebsrvr\bin folder where the server is installed - - and execute the following command:
Srvrmgr / e <Enterprise name> /s <siebel server name> /g <gateway name
server> /u <sadmin> /p <password>
2 Type the following:
start task for comp workmon withtableownpass='<password>',Actionagent='false',Groupname='LS Clinical Rollup'
3 In Application, Navigate to the Administration - Server Management screen > Tasks > Parameters view.
4 In Server Task List Applet, Query in Component Field for 'Workflow Monitor Agent'.
5 In Server Task-Parameter List Applet, query in Parameter field for 'Action interval' , it will have default value as 3600, i.e, 3600 seconds, 1 hr. Set it to lower value, even 5 is fine.
Enabling Component GroupsMake sure that "EAI" and "Workflow" Component Group is enabled, if not enable the same and bounce the Siebel Server.
Configuring the Siebel Application to Write to the JMS Queue on the SOA Server 1 Download oc4j_extended_101330.zip from download.oracle.com
2 Extract oc4j-extended.zip to a folder in a machine where the siebel server is installed say D:\JMS folder.
3 Copy Siebel.jar and SiebelJI_enu to D:\JMS folder, these jar files can be found in Siebel installed directory.
4 Copy jndi.jar file to D:\JMS\j2ee\home\lib folder. This file can be found on the SOA server under <SOA_HOME>/datadirect/sun/lib
5 Copy "com/evermind/util/JCAProperties.class" from the oc4j-internal.jar file to the D:\JMS folder. Note that when you extract the file you should check include folder information so that JCAProperties.class is created under D:\JMS\com\evermind\util\ not under D:\JMS.
6 Create a file with name 'jndi.properties' with following details in the path D:\JMS
■ java.naming.factory.initial=com.evermind.server.rmi.RMIInitialContextFactory
■ java.naming.provider.url=opmn:ormi://<IP Address of the FMW server>:<Posrt No>:oc4j_soa
■ java.naming.security.principal=anonymous
For example:
■ java.naming.factory.initial=com.evermind.server.rmi.RMIInitialContextFactory
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■ java.naming.provider.url=opmn:ormi://adc60120fems.us.oracle.com:6009:oc4j_soa
■ java.naming.security.principal=sadmin
7 Create a Named Subsystem in the Siebel application through the server management. Connect to the server manager from command prompt from the bin directory of the Siebel installed folder with the command.
a Srvrmgr /g <gatewayserver> /e <enterpriseserver> /s <siebelserver> /u <userid> /p <password>
b Run the following command to create the named subsystem and add the jar file into the class path.
Create named subsystem JAVA for subsystem JVMSubSys with DLL=C:\Sun\SDK\jdk\jre\bin\server\jvm.dll, CLASSPATH = D:\JMS;D:\JMS\Siebel.jar;D:\JMS\SiebelJI_enu.jar;D:\JMS\j2ee\home\lib\adminclient.jar;D:\JMS\j2ee\home\lib\jndi.jar;D:\JMS\j2ee\home\lib\jta.jar;D:\JMS\j2ee\home\oc4jclient.jar;D:\JMS\j2ee\home\lib\bcel.jar;D:\JMS\j2ee\home\lib\jms.jar;D:\JMS\j2ee\home\lib\javax77.jar;D:\JMS\jdbc\lib\ojdbc14dms.jar;D:\JMS\lib\dms.jar;D:\JMS\opmn\lib\optic.jar;D:\JMS\j2ee\home\lib\ejb.jar;., VMOPTIONS= D:\JMS\log\jms.log
8 Login into the Siebel application, and navigate to Site Map > Administration Server Configuration > Profile Configuration.
a Query for the profile with Alias Name 'JAVA' in the profile list and make sure the parameters are correct.
b Edit the value of VMOPTIONS to -Djms.log=D:\JMS\log\jms.log.
9 Restart the Siebel Server.
10 On the SOA server, log into Entreprise Manager and create a user called sadmin that is part of the users role. For information about how to create the users, see the Enterprise Manager documentation.
11 Login to the Siebel application and navigate to Site Map > Administration - Business Service > Simulator.
12 Click New and provide the following parameters:
■ Service Name = EAI JMS Transport
■ Method Name = Check CLASSPATH
13 Change the Method Name to CheckJNDIContext with the following input arguments in the home\lib folder.
a SendUsername = sadmin
b SendPassword = <put password for sadmin user created in Enterprise Manager>
c ConnectionFactory = java:comp/resource/UpdateClinicalStudySEBLRP/QueueConnectionFactories/QCF
d SendQueue = java:comp/resource/UpdateClinicalStudySEBLRP/Queues/AIA_CLINICALSTUDYQ
14 Change the Method Name to Send.
15 Log into Siebel Tools and click on Workflow Processes.
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16 Query for the workflow process: LS ClinicalProtocolSite Outbound - NewSite workflow process, and do the following:
a Click Revise.
b Choose Edit Workflow Process.
c Choose Send to Queue.
d Click on Input Arguments.
e Change SendUserName to sadmin.
f Change SendPassword to the password created for the sadmin user on the SOA Server in Enterprise Manager.
g Save the workflow process.
h Activate and publish the workflow.
17 Perform Step a through Step h for the LS ClinicalProtocolSite Outbound - UpdatedSite workflow process.
18 Log into the Siebel application and navigate to Administration - Business Processes.
19 Click on Workflow Deployment.
20 Query for the LS ClinicalProtocolSite Outbound - NewSite workflow and click the Activate button.
21 Query for the LS ClinicalProtocolSite Outbound - UpdatedSite workflow and click the Activate button.
22 Log into Siebel Tools and click on Workflow Processes.
23 Query for the LS ClinicalProtocolSite Outbound - NewSite workflow process.
a Click on Revise.
b Choose Edit Workflow Process.
c Choose Send to Queue.
d Click on Input Arguments.
e Change SendUserName to sadmin.
f Change SendPassword to the password created for the sadmin user on the SOA Server in Enterprise Manager.
g Save the workflow process.
h Activate and publish the workflow.
24 Perform Step a through Step h for the LS ClinicalProtocolSite Outbound - UpdatedSite workflow process.
25 Log into the Siebel application and navigate to Administration - Business Processes.
26 Click on Workflow Deployment.
27 Query for workflow LS ClinicalProtocolSite Outbound - NewSite and click the Activate button.
28 Query for workflow LS ClinicalProtocolSite Outbound - UpdatedSite and click the Activate button.
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Instructions for ACR 543Use the instructions in this topic to implement ACR 543. It includes the following topics:
■ About ACR 543 on page 385
■ Requirements for ACR 543 on page 385
■ Applying ACR 543 on page 386
■ Importing Archive Files for ACR 543 on page 386
About ACR 543ACR 543 implements Siebel Application Integration for Oracle Fusion Middleware. SAI for Oracle Fusion Middleware provides a new integration capability between Siebel Business Applications and the Oracle WebLogic Server. Within the Oracle WebLogic Server, either independently or as part of Oracle® Fusion Middleware, SAI for Oracle Fusion Middleware provides a distinct container for hosting Web services and building Java applications. This initial release of SAI for Oracle Fusion Middleware supports the deployment of Siebel RESTful Services to the Oracle WebLogic Server. Siebel RESTful Services (Representational State Transfer) are a set of Java EE (Java Enterprise Edition) services that make available an instance of a Siebel Repository or a Siebel Enterprise instance to a connected application or data management system.
For information about deploying and using SAI for Oracle Fusion Middleware and Siebel RESTful Services, see Siebel Application Integration for Oracle Fusion Middleware Guide on the Siebel Bookshelf at
http://www.oracle.com/technology/documentation/siebel.html
Requirements for ACR 543Before deploying SAI for Oracle Fusion Middleware, make sure the following products are installed and properly configured:
■ Siebel CRM version 8.1.1.x or later
Some of the requirements include:
■ Siebel Gateway Server
■ Siebel Server (or servers)
■ Siebel Tools
For installation instructions, see Siebel Installation Guide for the operating system you are using.
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■ Oracle WebLogic Server 11g Release 1 (10.3.3) or later
Download it from Oracle Technology Network at:
http://www.oracle.com/
NOTE: When installing this server, a basic WebLogic Server Domain is sufficient. Additionally, make sure to choose Sun JDK when prompted; this is a requirement for Siebel RESTful Services.
For more information on installing the Oracle WebLogic Server, see Oracle Fusion Middleware Installation Guide for Oracle WebLogic Server on Oracle Technology Network.
■ Oracle JDeveloper 11g (11.1.1.2.0 or later)
Download it from Oracle Technology Network:
http://www.oracle.com/
For information about installing Oracle JDeveloper, see Installation Guide for Oracle JDeveloper in the Oracle Fusion Middleware Documentation Library 11g Release 1.
Applying ACR 5431 Install the latest Siebel CRM Fix Pack 8.1.1.4.
2 Make sure the following Siebel Server components are enabled:
■ Siebel Application Object Manager, for example, Call Center Object Manager (ENU)
■ EAI Object Manager (ENU)
Importing Archive Files for ACR 5431 Stop the Siebel Server (or servers).
2 On the computer where you installed Siebel Tools, locate the following ZIP files in the SIEBEL_TOOLS_ROOT\REPPATCH directory:
■ ACR543.zip
■ ACR543_BaseIO_HOR.zip
■ ACR543_BaseIO_SIA.zip
3 Extract the archive files (.sif) from ACR543.zip. This ZIP file provides common archives for both Siebel Industry Applications and Siebel Cross-Industry Applications.
4 Edit the Siebel Tools configuration file (tools.cfg) to allow for import of symbolic strings.
a Navigate to the directory: SIEBEL_TOOLS_ROOT\bin\enu.
b Open the tools.cfg file in an editor, such as Notepad.
c Change the value of the SymStrPrefix parameter to SBL_, and then save the tools.cfg file.
5 Start Siebel Tools.
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6 Lock the following projects:
■ EAI Business Services
■ Server Components - Infrastructure
■ Server Components - EAI
■ SAI EAI Outbound Services
■ SAI Base Integration Objects
NOTE: If projects and objects are not locked when you import SIF files, a message appears indicating which object or project you must lock. In such a case, lock the project or object, and then import the SIF file again.
7 Using the Import from Archive(s) menu item, import the following .sif archive files you previously extracted into Siebel Tools:
■ 00Phoenix.sif
■ CSSEAIJCAService.sif
■ CSSIOCreationService.sif
■ DynamicIOCreationService.sif
■ EAI JCA Service.sif
■ EAI_Outbound_Siebel_Side_Changes.sif
■ EAISubsys.sif
■ InfraNameServer.sif
■ SAI EAI Outbound Services.sif
■ ServerMgr_ARN _ParameterRemoved.sif
■ ServerMgrSubsys.sif
8 Log out of Siebel Tools.
9 Extract the archive (.sif) files from the appropriate ZIP file to a folder.
■ ACR543_BaseIO_HOR.zip. This archive file provides base integration objects for Siebel Industry Applications.
■ ACR543_BaseIO_SIA.zip. This archive file provides base integration objects for Siebel Cross-Industry Applications.
10 Run the following command from the SIEBEL_TOOLS_ROOT\tools\bin directory to import the preconfigured base integration objects:
NOTE: This process can take some time; wait until the process completes.
siebdev.exe /c tools.cfg /d sample /u sadmin /p sadmin /batchimport "repository name" merge directory_name import.log
where:
■ /c is the configuration file name and location
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■ /d is the data source to use
■ /u is the username
■ /p is the password
■ “repository name” is the repository you want to use (the default is “Siebel Repository”)
■ directory_name is the directory to which you extracted the base integration objects in Step 9
■ import.log writes the data to a log file in the SIEBEL_TOOLS_ROOT\tools\bin directory
11 Compile the changes into an updated repository file (SRF), and then copy the new SRF file to the Siebel Server installation directory, under SIEBSRVR_ROOT\objects\enu.
12 Restart the Siebel Server.
You are now ready to deploy SAI for Oracle Fusion Middleware. For more information, see Siebel Application Integration for Oracle Fusion Middleware Guide.
Instructions for ACR 562The following sections contain information about how to configure ACR 562, as well as repository changes that you need to make to implement this ACR. The section also contains information about how to resolve some known issues or problems that have been encountered, as well as a workaround procedure that you must perform within the Accessibility Applet Attributes List Applet and the Accessibility Applet Attributes Form Applet.
Preinstallation Tasks for ACR 5621 After you have installed the Siebel 8.1.1.x Fix Pack, perform the following steps:
a Copy the Siebel_Enterprise_Server folder into the local machine.
b Change the value of OverWriteConfig=Yes in the following files:
❏ Siebel_Enterprise_Server/enu/siebel.ini
❏ Siebel_Enterprise_Server/siebel.ini
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c Append the following accessibility files information in the Siebel_Enterprise_Server/siebel.ini file, under [DeleteFiles.Windows]:
File2 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCAppletActivityGanttChart.swt
File3 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCAppletAdvancedSearch.swt
File4 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCAppletBottomStd.swt
File5 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCAppletCalendarDaily.swt
File6 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCAppletCalendarDailyPortal.swt
File7 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCAppletCalendarMonthly.swt
File8 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCAppletCalendarService.swt
File9 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCAppletCalendarWeekly.swt
File10 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCAppletChart.swt
File11 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCAppletChartTOC.swt
File12 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCAppletDashboard.swt
File13 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCAppletFind.swt
File14 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCAppletForm1Col_B_E_N.swt
File15 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCAppletForm1ColLight_B_E_N.swt
File16 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCAppletForm4Col_B.swt
File17 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCAppletForm4Col_E_N.swt
File18 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCAppletFormPlain.swt
File19 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCAppletFormSearchTop.swt
File20 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCAppletGanttChart.swt
File21 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCAppletHead.swt
File22 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCAppletItemsDisplayed.swt
File23 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCAppletLayoutControls.swt
File24 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCAppletList_B_EL.swt
File25 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCAppletList_E_N_Q.swt
File26 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCAppletListBasicHeaderless.swt
File27 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCAppletListInverted.swt
File28 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCAppletListMessage.swt
File29 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCAppletListPortal.swt
File30 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCAppletListPortalGraphical.swt
File31 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCAppletListPortalHeaderless.swt
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File32 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCAppletListSearchResults.swt
File33 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCAppletListTitleless.swt
File34 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCAppletListTotals_B_EL.swt
File35 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCAppletSalutation.swt
File36 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCAppletSalutationGraphical.swt
File37 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCAppletScreenLinks.swt
File38 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCAppletSearchAdvanced.swt
File39 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCAppletSearchBasic.swt
File40 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCAppletSearchFind.swt
File41 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCAppletSendEmailPick.swt
File42 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCAppletSendMail.swt
File43 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCAppletSpellCheck.swt
File44 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCAppletTail.swt
File45 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCAppletTree.swt
File46 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCAppletTree2.swt
File47 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCAppletTreeMarketing.swt
File48 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCBottomApplet.swt
File49 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCCalendarAppletTitleGraphical.swt
File50 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCCalendarMonthly_weekday.swt
File51 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCCalendarMonthly_weekend.swt
File52 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCChartBasic.swt
File53 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCError.swt
File54 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCForm1ColBody.swt
File55 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCForm1ColBodyLight.swt
File56 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCForm4ColBody.swt
File57 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCFormBaseTitle.swt
File58 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCFormBody.swt
File59 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCFormButtonsBottom.swt
File60 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCFormButtonsTop.swt
File61 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCFormEditTitle.swt
File62 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCFormSearch.swt
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File63 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCFrameBanner.swt
File64 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCFrameViewbar.swt
File65 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCGanttAppletTitle.swt
File66 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCLayoutButtons.swt
File67 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCList4ColBody.swt
File68 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCListBody.swt
File69 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCListBodyBullet.swt
File70 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCListBodyInverted.swt
File71 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCListBodyNoRowHilite.swt
File72 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCListBodyTotals.swt
File73 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCListBodyTotalsNoRowHilite.swt
File74 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCListButtonsTop.swt
File75 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCListButtonsTopNoRecNav.swt
File76 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCListHeader.swt
File77 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCListHeaderNoSort.swt
File78 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCListHeaderTotals.swt
File79 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCListTitle.swt
File80 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCListTitlePortal.swt
File81 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCListTitlePortalGraphical.swt
File82 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCPageContainer_NoFrames.swt
File83 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCPopupButtonsBottom.swt
File84 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCPopupForm.swt
File85 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCPopupList.swt
File86 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCPopupQuery.swt
File87 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCRuleEditInsertionList.swt
File88 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCRuleEditStatement.swt
File89 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCScreenbar_Tabs.swt
File90 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCScreenLinks.swt
File91 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCSendSMS.swt
File92 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCSiteMap.swt
File93 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCSmartScriptPlayerApplet.swt
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File94 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCSubViewbar_Drop.swt
File95 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCSubViewbar_Tabs.swt
File96 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCThreadbar.swt
File97 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCTogglebar_drop.swt
File98 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCTogglebar_drop2.swt
File99 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCTogglebar_Tabs.swt
File100 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCView_1Over2Over1.swt
File101 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCView_25_50_25.swt
File102 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCView_25_75.swt
File103 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCView_25_75_Framed.swt
File104 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCView_25_75_Framed2.swt
File105 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCView_33_66.swt
File106 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCView_50_50.swt
File107 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCView_66_33.swt
File108 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCView_Search.swt
File109 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCViewAdmin1.swt
File110 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCViewbar_Tabs.swt
File111 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCViewbarAll_Tabs.swt
File112 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCViewBasic.swt
File113 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCViewCatalog.swt
File114 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCViewDetail.swt
File115 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCViewDetail2.swt
File116 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCViewDetail2_ParentPntr.swt
File117 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCViewDetail3.swt
File118 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCViewDetail3MultiChild.swt
File119 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCViewDetail_GrndchldIndnt.swt
File120 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCViewDetail_ParentPntr.swt
File121 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCViewDetailMultiChild.swt
File122 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCViewTree.swt
File123 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCViewTree2.swt
File124 = $(SiebelRoot)\siebsrvr\WEBTEMPL\dCCAppletForm1Col.swt
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File125 = $(SiebelRoot)\siebsrvr\WEBTEMPL\dCCAppletForm2Col.swt
File126 = $(SiebelRoot)\siebsrvr\WEBTEMPL\dCCAppletForm4ColMerged_B_E_N.swt
File127 = $(SiebelRoot)\siebsrvr\WEBTEMPL\dCCAppletFormBase1Col.swt
File128 = $(SiebelRoot)\siebsrvr\WEBTEMPL\dCCAppletFormBase2Col.swt
File129 = $(SiebelRoot)\siebsrvr\WEBTEMPL\dCCAppletFormBasic.swt
File130 = $(SiebelRoot)\siebsrvr\WEBTEMPL\dCCAppletFormItemDetail.swt
File131 = $(SiebelRoot)\siebsrvr\WEBTEMPL\dCCAppletLicenseBase1Col.swt
File132 = $(SiebelRoot)\siebsrvr\WEBTEMPL\dCCAppletLinks.swt
File133 = $(SiebelRoot)\siebsrvr\WEBTEMPL\dCCAppletLinks2.swt
File134 = $(SiebelRoot)\siebsrvr\WEBTEMPL\dCCAppletLinksBorder.swt
File135 = $(SiebelRoot)\siebsrvr\WEBTEMPL\dCCAppletLinksNoTitle.swt
File136 = $(SiebelRoot)\siebsrvr\WEBTEMPL\dCCAppletListBriefBullet.swt
File137 = $(SiebelRoot)\siebsrvr\WEBTEMPL\dCCAppletListBriefBulletBorder.swt
File138 = $(SiebelRoot)\siebsrvr\WEBTEMPL\dCCAppletListBriefBulletShaded.swt
File139 = $(SiebelRoot)\siebsrvr\WEBTEMPL\dCCAppletListBriefImgBullet.swt
File140 = $(SiebelRoot)\siebsrvr\WEBTEMPL\dCCAppletListBriefImgBullet2.swt
File141 = $(SiebelRoot)\siebsrvr\WEBTEMPL\dCCAppletListBriefImgBulletBorder.swt
File142 = $(SiebelRoot)\siebsrvr\WEBTEMPL\dCCAppletListBriefImgBulletShaded.swt
File143 = $(SiebelRoot)\siebsrvr\WEBTEMPL\dCCAppletListCategorizedBullet.swt
File144 = $(SiebelRoot)\siebsrvr\WEBTEMPL\dCCAppletListCategorizedBulletTab.swt
File145 = $(SiebelRoot)\siebsrvr\WEBTEMPL\dCCAppletListCategorizedTab.swt
File146 = $(SiebelRoot)\siebsrvr\WEBTEMPL\dCCAppletListCategorizedTOC.swt
File147 = $(SiebelRoot)\siebsrvr\WEBTEMPL\dCCAppletListDetailedImgBullet.swt
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Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 393
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Configuration Instructions for Enhancements and Updates
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Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R394
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Configuration Instructionsfor Enhancements and Updates
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Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 395
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Configuration Instructions for Enhancements and Updates
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Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R396
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Configuration Instructionsfor Enhancements and Updates
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Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 397
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Configuration Instructions for Enhancements and Updates
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Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R398
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Configuration Instructionsfor Enhancements and Updates
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Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 399
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Configuration Instructions for Enhancements and Updates
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Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R400
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Configuration Instructionsfor Enhancements and Updates
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Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 401
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Configuration Instructions for Enhancements and Updates
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Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R402
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Configuration Instructionsfor Enhancements and Updates
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Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 403
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Configuration Instructions for Enhancements and Updates
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Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R404
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Configuration Instructionsfor Enhancements and Updates
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Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 405
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Configuration Instructions for Enhancements and Updates
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Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R406
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Configuration Instructionsfor Enhancements and Updates
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Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 407
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Configuration Instructions for Enhancements and Updates
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Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R408
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Configuration Instructionsfor Enhancements and Updates
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Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 409
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Configuration Instructions for Enhancements and Updates
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File651 = $(SiebelRoot)\siebsrvr\WEBMASTER\help\%LANGUAGE%\siebliterature.htm
File652 = $(SiebelRoot)\siebsrvr\WEBMASTER\help\%LANGUAGE%\siebliteraturetoc.htm
File653 = $(SiebelRoot)\siebsrvr\WEBMASTER\help\%LANGUAGE%\sieboptions.htm
File654 = $(SiebelRoot)\siebsrvr\WEBMASTER\help\%LANGUAGE%\sieboptionstoc.htm
File655 = $(SiebelRoot)\siebsrvr\WEBMASTER\help\%LANGUAGE%\siebquery.htm
File656 = $(SiebelRoot)\siebsrvr\WEBMASTER\help\%LANGUAGE%\siebquerytoc.htm
File657 = $(SiebelRoot)\siebsrvr\WEBMASTER\help\%LANGUAGE%\siebreports.htm
File658 = $(SiebelRoot)\siebsrvr\WEBMASTER\help\%LANGUAGE%\siebsearch.htm
File659 = $(SiebelRoot)\siebsrvr\WEBMASTER\help\%LANGUAGE%\siebsearchtoc.htm
File660 = $(SiebelRoot)\siebsrvr\WEBMASTER\help\%LANGUAGE%\siebstarthelp.htm
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File661 = $(SiebelRoot)\siebsrvr\WEBMASTER\help\%LANGUAGE%\siebuserinterfacetoc.htm
File662 = $(SiebelRoot)\siebsrvr\WEBMASTER\help\%LANGUAGE%\siebusingcalendartoc.htm
File663 = $(SiebelRoot)\siebsrvr\WEBMASTER\help\%LANGUAGE%\siebwelcome.htm
File664 = $(SiebelRoot)\siebsrvr\WEBMASTER\help\%LANGUAGE%\siebusingtaskbasedui.htm
File665 = $(SiebelRoot)\siebsrvr\WEBMASTER\help\%LANGUAGE%\siebusingtaskbaseduitoc.htm
File666 = $(SiebelRoot)\siebsrvr\WEBMASTER\help\%LANGUAGE%\siebaccessibility.htm
2 Install the 8.1.1.x Siebel Fix Pack.
3 Copy the Siebel_Enterprise_Server folder into the local machine.
4 Change the value of OverWriteConfig=Yes in the following files:
❏ Siebel_Enterprise_Server/enu/siebel.ini
❏ Siebel_Enterprise_Server/siebel.ini
5 Append the following accessibility files information in the Siebel_Enterprise_Server/siebel.ini file, under [DeleteFiles.Windows]:
File2 = $(SiebelRoot)\siebsrvr\WEBTEMPL\FINSFrameViewbar.swt
File3 = $(SiebelRoot)\siebsrvr\WEBTEMPL\FINSPageContainer.swt
File4 = $(SiebelRoot)\siebsrvr\WEBTEMPL\FINSDBLogin.swt
File5 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCAppletDashboard.swt
File6 = $(SiebelRoot)\siebsrvr\WEBTEMPL\CCFrameMsgbar.swt
File7 = $(SiebelRoot)\siebsrvr\WEBTEMPL\EmailRespFormInBoundNew.swt
File8 = $(SiebelRoot)\siebsrvr\WEBTEMPL\EmailRespFormOutBoundNew.swt
Installing ACR 562The following sections contain procedures for making the configuration changes needed in order to implement ACR 562.
1 Import all sif files related to the Siebel application located in the VARC562.zip and HACR562.zip folders in the Siebel Tools/REPPATCH folder.
2 Set the following accessibility parameters for their respective application component:
❏ HighInteractivity = FALSE
❏ ExtendedKeyboard = True (In the cfg file under the InfraUI section)
❏ ApplicationStyle = EmployeeFacing
❏ AccessibleEnhanced = TRUE
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❏ DisableSITabIndex = TRUE
❏ EnableSIFocusTracking = TRUE
Configuration Changes for ACR 422The following sections contain procedures for making the configuration changes needed in order to implement ACR 422. As stated previously, ACR 422 was provided in the Siebel 8.1.1.1 Fix Pack.
NOTE: Siebel Fix Packs are cumulative.
Use the following procedure to enable screen readers to read out the applet summary for an application. This is a user property based on the respective XML for an application.
To allow screen readers to read out the applet summary for an application
1 Navigate to Object Explorer in Siebel Tools.
2 Navigate to View > Options, and click the Object Explorer tab.
3 Unselect Application Object, select it again to add all of the child objects to the Object Explorer, and click OK.
4 Click Application, and query for the Application Names listed in the following table:
5 Click the '+' sign and select 'Application User Property'.
6 Lock the object, right-click and select New Record.
7 Add the User Properties listed in the preceding table.
8 Save the changes.
New/Changed Name
Application User Property Value
SIA SIF File Name
HOR SIF File Name
Changed Siebel Universal Agent
AccessibilityXMLFileName
Accessibility_Callcenter.xml
Accessibility_Callcenter_SIA.sif
Accessibility_Callcenter_HOR.sif
Changed Siebel eMarketing
AccessibilityXMLFileName
Accessibility_eMarketing.xml
Accessibility_eMarketing_SIA.sif
Accessibility_eMarketing_HOR.sif
Changed Siebel eSales AccessibilityXMLFileName
Accessibility_eSales.xml
Accessibility_eSales_SIA.sif
Accessibility_eSales_HOR.sif
Changed Siebel eService AccessibilityXMLFileName
Accessibility_eService.xml
Accessibility_eService_SIA.sif
Accessibility_eService_HOR.sif
Changed Siebel Public Sector
AccessibilityXMLFileName
Accessibility_PublicSector.xml
Accessibility_PublicSector_SIA.sif
Accessibility_PublicSector_HOR.sif
Changed Siebel Sales AccessibilityXMLFileName
Accessibility_Sales.xml
Accessibility_Sales_SIA.sif
Accessibility_Sales_HOR.sif
Changed Siebel Service AccessibilityXMLFileName
Accessibility_Service.xml
Accessibility_Service_SIA.sif
Accessibility_Service_HOR.sif
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Enabling Screen Readers to Read MVGs and Pick Applets for Calendar, Calculator, and MVGUse the following procedure to enable screen readers to read out the MVG and Pick Applet for Calendar, Calculator, and MVG. After these changes have been made, screen readers will read out a Calendar Pick Applet as shown in the following example: Start Date: 25/07/2007 Calendar Icon.
To enable screen readers to read out the MVG and Pick Applet for Calendar, Calculator, and MVG (Symbolic Strings)
1 Navigate to Object Explorer in Siebel Tools.
2 Navigate to View > Options, and click the Object Explorer tab.
3 Select the Symbolic Strings Object and click OK to add the Symbolic Strings object to Object Explorer.
4 Click on Symbolic Strings and query for 'Current String Value' as 'Input'.
5 Lock the object.
6 Make the following changes, as detailed in the following table:
a For SBL_CALCULATOR_ICON_ALT_TXT, change 'Current String Value' to 'Calculator'.
b For SBL_CALENDAR_ICON_ALT_TXT, change 'Current String Value' to 'Calendar'.
c Save the changes.
d In Symbolic Strings, query for 'Current String Value' as 'Select'.
e For SBL_EDIT_ICON_ALT_TXT, change 'Current String Value' from Select to 'Pick Applet'.
f Save the changes.
To enable screen readers to read out the MVG and Pick Applet for Calendar, Calculator, and MVG (Bitmaps)
1 Navigate to Object Explorer in Siebel Tools.
2 Click on Bitmap Category and query for 'HTML Control Icons'.
3 Lock the HTML Control Icons object.
4 Navigate to Bitmap (child object) and query for 'CALENDAR_ ICON' and CALCULATOR_ICON.
New/Changed Project Name Value SIA SIF File Name
HOR SIF File Name
Changed Symbolic Strings
SBL_CALCULATOR_ICON_ALT_TXT
Calculator SymbolicStrings_SIA.sif
SymbolicStrings_HOR.sif
Changed Symbolic Strings
SBL_CALENDAR_ICON_ALT_TXT
Calendar SymbolicStrings_SIA.sif
SymbolicStrings_HOR.sif
Changed Symbolic Strings
SBL_EDIT_ICON_ALT_TXT
Pick Applet SymbolicStrings_SIA.sif
SymbolicStrings_HOR.sif
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5 Change the 'Alt Text' value to 'Calendar' and 'Calculator' respectively, as shown in the following table:
6 Save the changes.
7 In HTML Control Icons query for ' EDIT_ICON' and change the Alt Value to 'Pick Applet', as shown in the preceding table.
8 Save the changes.
Creating Keyboard Shortcuts for NavigationUse the following procedures to provide shortcut keys for navigation.
To provide shortcut keys for navigation (symbolic strings)
1 Navigate to Object Explorer in Siebel Tools.
2 Navigate to View > Options, and click the Object Explorer tab.
3 Select Symbolic Strings Object and click OK to add the Symbolic Strings object to Object Explorer.
4 Lock the 'Symbolic Strings' project.
5 Right-click and click New Record.
6 Add the new records listed in the following table:
New /Changed
Bitmap Category Bitmap
Alt Text Value Description
SIA SIF File Name
HOR SIF File Name
Changed HTML Control Icons
CALENDAR_ ICON Calendar Change the Alt text from "Input" to Calendar.
HTMLControlIcons_SIA.sif
HTMLControlIcons_HOR.sif
Changed HTML Control Icons
CALCULATOR_ICON Calculator Change the Alt text from "Input" to Calculator.
HTMLControlIcons_SIA.sif
HTMLControlIcons_HOR.sif
Changed HTML Control Icons
ICON_SELECT Pick Applet
Change the Alt text from "Select" to Pick Applet.
HTMLControlIcons_SIA.sif
HTMLControlIcons_HOR.sif
New/Changed Project Name
Current String Value SIA SIF File Name HOR SIF File Name
New Symbolic Strings
SBL_CTRL_+_ALT_+_] Ctrl + Alt + ] SymbolicStrings_SIA.sif SymbolicStrings_HOR.sif
New Symbolic Strings
SBL_CTRL_+_ALT_+_[ Ctrl + Alt + [ SymbolicStrings_SIA.sif SymbolicStrings_HOR.sif
New Symbolic Strings
SBL_CTRL+SHIFT+B Ctrl+Shift+B symstr_columnsdisplayed_SIA.sif
symstr_columnsdisplayed_HOR.sif
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The following table lists some of the keyboard shortcuts available with ACR 422, and the procedures in the section that follows describe how to add these keyboard shortcuts.
New Symbolic Strings
SBL_CTRL+, Ctrl+, SymbolicStrings_SIA.sif SymbolicStrings_HOR.sif
New Symbolic Strings
SBL_CTRL+. Ctrl+. SymbolicStrings_SIA.sif SymbolicStrings_HOR.sif
New Symbolic Strings
SBL_ALT_G ALT+G SymbolicStrings_SIA.sif SymbolicStrings_HOR.sif
New Symbolic Strings
SBL_ALT_U ALT+U SymbolicStrings_SIA.sif SymbolicStrings_HOR.sif
New Symbolic Strings
SBL_ALT_W ALT+W SymbolicStrings_SIA.sif SymbolicStrings_HOR.sif
Command Action AcceleratorKey Sequence Description SIA SIF File Name
NextApplet Next Applet
Ctrl + Alt + ] Ctrl+Alt+221 Shifts focus to the first anchor of the next applet
CmdNextApplet_SIA.sif
PrevApplet Previous Applet
Ctrl + Alt + [ Ctrl+Alt+219 Shifts focus to the first anchor of the previous applet
CmdPreviousApplet_SIA.sif
Refine Query (SWE)
N/A Alt+G Alt+G N/A CmdRefineQuery_SIA.sif
First Page (SWE)
N/A Alt+U Alt+U N/A CmdFirstPageSWE_SIA.sif
Last Page (SWE)
N/A Alt+W Alt+W N/A CmdLastPageSWE_SIA.sif
Columns Displayed (SWE)
N/A Ctrl+Shift+B Ctrl+Shift+B N/A CmdColumnsDisplayed_SIA.sif
NextApplet Next Applet
Ctrl + Alt + ] Ctrl+Alt+221 Shifts focus to the first anchor of the next applet
CmdNextApplet_SIA.sif
New/Changed Project Name
Current String Value SIA SIF File Name HOR SIF File Name
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Creating Keyboard Shortcuts for CommandsUse the following procedures to provide keyboard shortcuts for commands.
To provide a keyboard shortcut for the NextApplet command
1 Navigate to Object Explorer in Siebel Tools.
2 Navigate to View > Options, and click the Object Explorer tab.
3 Select the 'Command' object and click OK to add the Command Strings object to Object Explorer.
4 Click the Command object on Object Explorer and query for the 'NextApplet' command.
5 Lock the object.
6 Click the '+' sign in Object Explorer and choose 'Accelerator'.
7 In 'Display Name - String Reference', provide the newly created Symbolic String or in 'Display Name' provide 'Ctrl + Alt + ]'.
8 In the 'Key Sequence' field, change the value to 'Ctrl+Alt+221'.
To provide a keyboard shortcut for the PrevApplet command
1 Click the Command object on Object Explorer and query for the PrevApplet command.
2 Lock the object.
3 Click the '+' sign in Object Explorer and choose 'Accelerator'.
4 In the Display Name - String Reference' field, enter the newly created Symbolic String or in the Display Name field, enter 'Ctrl + Alt + ['.
5 In the 'Key Sequence' field, change the value to 'Ctrl+Alt+219'.
To provide a keyboard shortcut for the RefineQuery[SWE] command
1 Click the Command object in Object Explorer and query for the Refine Query[SWE] command.
2 Lock the object.
3 Click the '+' sign in Object Explorer and choose 'Accelerator'.
4 Copy the Record Name '2'. Name the New Record '3'.
5 In the Display Name field, enter 'Alt+G'.
6 In the Key Sequence field, change the value to 'Alt+G'.
To provide a keyboard shortcut for the FirstPage command
1 Click on Command object in Object Explorer and query for the First Page (SWE) command.
2 Lock the object.
3 Click the '+' sign in Object Explorer and choose 'Accelerator'.
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4 Copy the Record Name '2'. Name the New Record '3'.
5 In the Display Name field, enter 'Alt+U'.
6 In the Key Sequence field, change the value to 'Alt+U'.
To provide a keyboard shortcut for the LastPage (SWE) command
1 Click on Command object in Object Explorer and query for 'Last Page (SWE)' Command.
2 Lock the object.
3 Click on '+' sign in Object Explorer and choose 'Accelerator'.
4 Copy the Record Name '2'. Name the New Record '3'
5 In the Display Name field, enter 'Alt+W'.
6 In the Key Sequence field, change the value to 'Alt+W'.
To provide a keyboard shortcut for the Columns Displayed (SWE) command
1 Click on Command object on Object Explorer and query for 'Columns Displayed (SWE)' Command.
2 Lock the object.
3 Click on '+' sign in Object Explorer and choose 'Accelerator'.
4 Copy the Record Name '1'. Name the New Record '2'
5 In the Display Name field, enter 'Ctrl+Shift+B'.
6 In the Key Sequence field, change the value to 'Ctrl+Shift+B'.
To provide a keyboard shortcut for the Previous Record (SWE) command
1 Click on Command object on Object Explorer and query for 'Previous Record (SWE)' Command.
2 Lock the object.
3 Click on '+' sign in Object Explorer and choose 'Accelerator'.
4 Copy the Record Name '2'. Name the New Record '3'.
5 In Display Name field, enter 'Ctrl+,'.
6 In the Key Sequence field, change the value to 'Ctrl+,'.
To provide a keyboard shortcut for the Next Record (SWE) command
1 Click on Command object on Object Explorer and query for 'Next Record (SWE)' Command.
2 Lock the object.
3 Click on '+' sign in Object Explorer and choose 'Accelerator'.
4 Copy the Record Name '2'. Name the New Record '3'.
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5 In the Display Name field, enter 'Ctrl+.'
6 In the Key Sequence field, change the value to 'Ctrl+.'
Providing Default Focus for Search CenterThe following section details the changes that are required for the search applet in order to provide a default focus for the "Search" option provided in the Siebel application.
Use the following procedure to provide a default focus for Search.
To provide a default focus for Search
1 Navigate to Object Explorer in Siebel Tools.
2 Navigate to Applet.
3 Query for "Search lookin" and lock it.
4 Enter "Search" in the Title field.
5 Make sure that the proper Symbolic String has been selected.
To add the DefaultFocus User Property
1 Navigate to Object Explorer in Siebel Tools.
2 Navigate to Applet.
3 Query for "Search lookin".
4 Navigate to Applet User Property.
5 Add the DefaultFocus user property, as described in the following table.
NOTE: The DefaultFocus user property can be applied for any form applet where the user requires a default focus.
Creating the View Info CommandThe following procedure explains how to create the View Info command.
New /Changed Applet Name Title Description SIA SIF File Name HOR SIF File Name
Changed Search lookin Search Provides a title to the applet for screen readers to read out.
AppletSearchlookin_SIA.sif AppletSearchlookin_HOR.sif
New /Changed Applet Name
Applet User Property Value Description
SIA SIF File Name HOR SIF File Name
Changed Search lookin DefaultFocus SearchFor Added the user property to set the default focus
AppletSearchlookin_SIA.sif
AppletSearchlookin_HOR.sif
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To create the View Info command
1 Navigate to Object Explorer in Siebel Tools.
2 Navigate to Command and lock the "Command" project.
3 Create a New Command named "View Info" with project "Command" as the project, using the values detailed in the following table:
■ NAME="ViewInfo"
■ METHOD="ViewInfo"
■ TARGET="SI Plus"
■ DISPLAY_NAME_-_STRING_REFERENCE="SBL_DOES_NOT_MATTER-1004225828-03I"
4 Add a new Accelerator to the Command for the required Key Combination with the following values:
■ NAME="1"
■ BROWSER_PLATFORM="All"
■ DISPLAY_NAME_-_STRING_REFERENCE="SBL_DOES_NOT_MATTER-1004225828-03I"
■ INACTIVE="N"
■ KEY_SEQUENCE="Ctrl+Alt+Z"
NOTE: Although it is not mandatory, it is important that you enter “Does not matter” as the value for the Display Name or Caption field.
5 Add a new Symbolic String if required.
6 Add the required Key Combination.
7 Navigate to Menu, and create a new Menu Item (Hidden) under the menu used by your application, using the following values:
(For example, Siebel Universal Agent uses Generic Web Menu.)
■ Name="Hidden-View Info
■ Position=8.39
Command Project Action AcceleratorKey Sequence Description
SIA SIF File Name
HOR SIF File Name
View Info Command ViewInfo Ctrl + Alt + Z Ctrl + Alt +Z
A new shortcut key that generates a dialog box that contains ViewName, View Summary and Applet Names
CmdViewInfo_SIA.sif
CmdViewInfo_HOR.sif
Sub-View Tab (SWE SI)
SWE N/A Ctrl + Alt + V Ctrl +Alt +V
N/A CmdSubViewTab_SIA.sif
CmdSubViewTab_HOR.sif
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■ Command = "ViewInfo"
■ Caption="Does not matter"
8 Associate this menu item to the newly created command object.
For more information about shortcuts, refer to other shortcuts such as NextApplet within Siebel Tools.
Enabling Screen Readers to Read Out the Check Box “HTML Flag” as HTMLThe following procedure allows screen readers to read out the check box “HTML Flag” as HTML. By default, it reads as Public. To make this change, you can also import the Applet_CommPackageResponse_SIA.sif file. For information about how to import .sif files, see “Importing SIF Files” on page 62.
To enable screen readers to read out the check box "HTML Flag" as HTML
1 Open Siebel Tools, and navigate to applet "Comm Package Response Form Applet".
2 Right-click, and select the "Edit web layout" menu item.
3 Focus on the HTML template check box
4 Change the control name from "Public" to "HTML Flag".
Resolving an Error Generated When Creating New Records Within the Leads ScreenUse the following procedure to resolve an error message that occurs when users are creating new records under the Leads screen, so that users are not able to see any case records in the Pick Cases MVG. To make this change, you can also import the PUBLeadListCaseMvgApplet.sif, PUBLeadsList.sif, PUBLeadsListApplet.sif, and CaseMvg.sif files. For information about how to import .sif files, see “Importing SIF Files” on page 62.
To resolve an error message generated in the Leads screen
1 Open Siebel Tools, and navigate to the "PUB Lead List Case Mvg Applet" applet.
2 Lock the object.
3 Navigate to Applet Web Template.
4 Add one more Web Template Item for Base.
5 Navigate to the "PUB Leads List Applet" applet and lock it.
6 Click Edit to create a web template and add the necessary controls, along with SAVE and CANCEL buttons.
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Making the Help System Accessible for Screen-Reader UsersThe following procedure makes the help system accessible for screen-reader users. It adds a topic to the Siebel iHelp system that describes accessibility features and how to use them, and it also ensures that the iHelp system is available on each home page of the Siebel application. To make these changes, you can also import the Accessibility_symbolicString.sif, CCLoginPage_HOR.sif, CCLoginPage_SIA.sif, DotComPage_HOR.sif, and DotComPage_SIA.sif files. For information about how to import .sif files, see “Importing SIF Files” on page 62.
To make the help system accessible for screen-reader users
1 Add a symbolic string called SBL_ACCESSIBILITY.
2 Lock the eApp project, and add a web page item called AccessibilityButton in the Web Page: DotCom Page Container eService (Framed).
3 Add another web page item called AccessibilityButton in the Web Page: CC Login Page (Login Only).
Generating HTML Summary Attributes for All List AppletsThe following changes need to be made for Generating HTML SUMMARY attributes for all list applets.
The default tag text should be set to the applet header name. Add TITLE or LABEL for each table entry (all HTML form elements). Row and column headers must be identified as required by OGHAG TABLE-1 and TABLE-2. Adding a row title for each row in data table (Suggestion: this could be the first displayed data column in the applet display. Ideally the customer can select which column can be used as the index for the row title through configuration).
NOTE: The list applet row ids are not available out of the box. Users can add them if they want. The first data column will be used as the default rowid when there is no row id provided in the "RowId" applet user property. There are two options available to users to select different rowid.
Option 1: Users need to contact the administrator to define the "RowId" user property.
To do this, a new applet user property called "RowId" has to be added for the list applet. The "RowId" value should be equal to one of the displayed column name. For example, in the Contact list applet, if 'Last Name' has been selected as the row header, the user property value has to be set to "RowId = Last Name". Here "Last Name" is the list column name.
Option 2: Users can select the column displayed window and select some other column as the first column for the list applet. The newly-selected column will become the rowid. Lock the particular applet that needs to be changed.
Providing a New Key Combination for the Next and Previous Record CommandsUse the following procedure to provide a new key combination for the Next and Previous Record commands.
To provide key combinations for Next Record and Previous RecordNOTE: The tables that follow this procedure provide more information about the fields that you will be changing.
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1 Navigate to Object Explorer in Siebel Tools.
2 Navigate to View > Options, and click the Object Explorer tab.
3 Select the 'Command' object and click OK to add the Command Strings object to Object Explorer.
4 Within Object Explorer, click the Command object and query for 'Previous Record(SWE)' Command.
5 Lock the object.
6 Click the '+' sign in Object Explorer and choose 'Accelerator'.
7 Change the 'Display Name' from 'Ctrl+,' to 'Alt+,'
8 In the 'Key Sequence' field, change the value to Alt+0xBC.
9 Within Object Explorer, click the Command object and query for 'Next Record(SWE)' Command.
10 Lock the object.
11 Click the '+' sign in Object Explorer and choose 'Accelerator'.
12 Change 'Display Name' from 'Ctrl+.' to 'Alt +.'
13 In the 'Key Sequence' field, change the value to Alt+0xBE.
Providing Alt Text for BulletsIn Recent Records, the bullets need to have alt text provided. To make this change, import the orangebullet_HOR or orangebullet_SIA.sif files as detailed in the following table. For information about how to import .sif files, see “Importing SIF Files” on page 62.
New/Changed Project Name
Current String Value HOR SIF File Name SIA SIF File Name
New Symbolic Strings SBL_ALT+, Alt+, symbolistring_Next_Prev_HOR.sif
symbolistring_Next_Prev_SIA.sif
New Symbolic Strings SBL_ALTL+. Alt+. symbolistring_Next_Prev_HOR.sif
symbolistring_Next_Prev_SIA.sif
Command Project Accelerator Key Sequence SIA SIF File Name HOR SIF File Name
Next Record(SWE) Command Alt +. Alt+0xBE Next_Prev_SIA.sif Next_Prev_HOR.sif
Previous Record(SWE)
Command Alt +, Alt+0xBC Next_Prev_HOR.sif Next_Prev_HOR.sif
New/Changed Project Name Current String Value HOR SIF File Name SIA SIF File Name
Changed Symbolic Strings
SBL__IMG_SRC__IMAGES/CHEVRON_SM.GIF__ALIGN__RIGHT__BORDER__0
<IMG SRC="images/orange_bullet.gif" align="right" border="0" alt="" >
orangebullet_HOR.sif orangebullet_SIA.sif
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Enabling or Disabling the Confirmation Message on Page RefreshThe procedure in the following section describes how to enable or disable the confirmation message upon page refresh. To make this change, you can also import .sif files. To do so, import ConfirmationMessage_SIA.sif and ConfirmationMessage_HOR.sif. For symbolic strings, import symstr_confirmationmessage_SIA.sif and symstr_confirmationmessage_HOR.sif. For information about how to import .sif files, see “Importing SIF Files” on page 62.
To enable or disable the confirmation message upon page refresh
1 Log into the application using /editseeddata (for thick client) for the local database or dedicated database (for the master database, the Add button is enabled by default).
2 Navigate to Administration - Data > List Of Values Explorer, and add the new LOV types mentioned in the following table:
3 After you have added these changes, navigate to Screen > System Administration > List Of Values to view these changes in the repository.
The following changes have been made to the User Preferences Business Component.
New/Changed Project Value Description
New Symbolic Strings Accessibility Create a new Symbolic String for Accessibility Project for the "Confirmation Message" User Preference
New Symbolic Strings Confirmation Message
Create a new string for the Control
TypeDisplay Value Translate Multilingual
Language Independent Code Order Language Name
SWE_CONFIRMATION_MESSAGE
TRUE Yes Yes TRUE 1 English-American
SWE_CONFIRMATION_MESSAGE
FALSE Yes Yes FALSE 2 N/A
New/Changed Name Project
Business Component Static Type Field Type Value
New Confirmation Message Picklist
User Preference PickList Generic Yes Type SWE_CONFIRM_MESSAGE
Name PickList Predefault Value Type
SWE/Confirmation Message Confirmation Message Picklist
TRUE DTYPE_TEXT
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The following table describes the new User Profile Confirmation Message Parameter Applet that has been added to support ACR 422.
The following table describes the applet controls changes that have been implemented to support ACR 422.
The following table describes the view changes that have been added to support ACR 422.
The following table describes the User Profile screen changes that have been added to support ACR 422.
New/Changed Name Project
Business Component Class Title
New User Profile Confirmation Message Parameter Applet
User Preferences
User Preferences CSSFrameBase Accessibility
Name Caption Field HTML Type Method Invoked Runtime Field Type
Applet Title Accessibility N/A Text N/A N/A N/A
ConfirmMssg Confirmation Message
SWE/Confirmation Message
Text N/A Yes BC Field
ExecuteQuery Go N/A MiniButtonQuery ExecuteQuery N/A N/A
NewQuery Query N/A MiniButtonEdit NewQuery N/A N/A
QueryAssistant Query Assistant N/A MiniButtonQuery ShowQueryAssistant N/A N/A
ResetRecord Reset N/A MiniButton ResetRecord N/A N/A
SaveEditRecord Save N/A MiniButtonEditNew ExplicitWriteRecord N/A N/A
UndoQuery Cancel N/A MiniButtonQuery UndoQuery N/A N/A
WebEditTitle Accessibility N/A Label N/A N/A N/A
New/Changed Name Project Business ObjectVisibility Applet Type
New User Profile Confirmation Message Parameter View
User Preferences User Preferences User Profile Confirmation Message Parameter Applet
New/Changed Name View TypeVisibility Applet Type
New User Profile Confirmation Message Parameter View
User Profile Confirmation Message Parameter View
Aggregate View User Profile Confirmation Message Parameter Applet
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Resolving an Error Message Within Under Diseases > Cases 3LNVUsers are receiving error messages while creating new records under Diseases > Cases 3LNV. This is specific to SIA.
Use the following procedure to resolve this issue.
To resolve an error message within Cases 3NLNV
1 Add the 'Edit' template to 'PUB Disease Case List Applet'.
2 Make sure that the Execute Query, WriteRecord, UndoQuery, UndoRecord, and Query Assistant controls are present on the applet template.
NOTE: Edit template uses 'Applet List Edit (Edit/New/Query)' as the web template.
Resolving an Error Where Commands Are Executed Before Users Click EnterUsers are encountering an issue where before they click Enter on a menu item in the Show dialog box, the command is executed.
To resolve an error in which commands are executed before users click Enter in the Show dialog box
1 Navigate to Object Explorer in Siebel Tools.
2 Navigate to View > Options, and click the Object Explorer tab.
3 Select the Symbolic Strings Object and click OK to add the Symbolic Strings object to Object Explorer.
4 Lock the 'Symbolic Strings' project.
5 Right-click and select 'New Record'.
6 Add the new records mentioned in the following table.
To implement the NextPage and PreviousPage commands
1 Navigate to Object Explorer in Siebel Tools.
2 Navigate to View > Options, and click the Object Explorer tab.
New/Changed Name Project
Web Template SIF File
New PUB Disease Case List Applet
PUB HLS Bio Terrorism Edit Disease_Case_SIA.sif
New/Changed Project Name Value
New Symbolic Strings SBL_ALT+CTRL+Y Alt+Ctrl+Y
New Symbolic Strings SBL_ALT+CTRL+L Alt+Ctrl+L
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3 Select the 'Command' object and click OK to add the Command Strings object to Object Explorer.
4 Within Object Explorer, click the Command object and query for the 'NextPage' command.
5 Lock the object.
6 Within Object Explorer, click the '+' sign and choose 'Accelerator'.
7 For 'Browser Platform' - Extended, in 'Display Name - String Reference', provide the newly created Symbolic String or in 'Display Name' provide 'SBL_ALT+CTRL+DOWN'.
8 In the 'Key Sequence' field, change the value to 'Alt+Ctrl+Y', as shown in the following table:
9 Within Object Explorer, click the Command object and query for the 'PreviousPage' command.
10 Lock the object.
11 Within Object Explorer, click the '+' sign in and choose 'Accelerator'.
12 For 'Browser Platform' - Extended, in 'Display Name - String Reference', provide the newly created Symbolic String or in 'Display Name' provide 'SBL_ALT+CTRL+UP'.
13 In the 'Key Sequence' field, change the value to 'Alt+Ctrl+L'.
Resolving an Error Encountered While Creating a New Record in the Identities Form AppletThe information in the following section resolves an issue where users encounter a problem within the Immigration contacts screen > Identities view when they try to create a new record under the Identities form applet. To make this change, you can follow the procedure below, or you can import the PublicSector_Controls.sif file. For information about how to import .sif files, see “Importing SIF Files” on page 62.
To resolve this error message, change the HTML Type property of the DeleteRecord control from MiniButton to MiniButtonEdit for the PUB Immigration Identity Form Applet, the PUB Lead Form Applet, the HLS Group Form Applet, the Disease Form Applet, the FINS Application Entry Applet — ACAPS, and the HLS Medication Form Applet. Use the following bulleted list information group for each applet as a reference point.
■ Applet: 'PUB Immigration Identity Form Applet'
■ Template: Edit
■ Additions: UndoRecord and WriteRecord controls
■ Applet: PUB Lead Form Applet
■ Template: Edit
Command Action Accelerator Key Sequence Description
NextPage Next Page Alt + Ctrl + Y Alt+Ctrl+Y Navigate to the Next Page
PreviousPage Previous Page Alt + Ctrl + L Alt+Ctrl+L Navigate to the Previous Page
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■ Additions: WriteRecord (save) control. UndoRecord (cancel) does not need to be added as the 'DeleteRecord' control is already present on the template.
■ Applet: "HLS Group Form Applet", "Disease Form Applet" and "FINS Application Entry Applet - ACAPS"
■ Template: Edit
■ Additions: 'WriteRecord' control.
■ Applet: HLS Medication Form Applet
■ Template: Edit
NOTE: For the HLS Group Form Applet, Disease Form Applet, and FINS Application Entry Applet, access these applets from under the Application screen and not from the BCM Applications screen. The necessary changes need to be made under the configuration context of Siebel Public Sector for these applets, because they are also used by the FINS application.
Resolving an Issue Where Users Are Unable to Query for Evidence Parent InformationThe following procedure resolves a problem where under Evidence screen> Evidence parent, users are unable to query for User Parent, and they receive an error message. To make this change, you can also import the PublicEvidencePickApplet_SIA.sif file. For information about how to import .sif files, see “Importing SIF Files” on page 62.
Add 'Popup Query' template to the 'PUB Evidence Pick Applet' with appropriate controls [ExecuteQuery and CancelQuery] placed on it.
Importing SIF FilesThe following procedure describes how to import .sif files.
To import SIF files
1 Lock the particular object /project that needs to be changed.
2 Navigate to Tools > Import from Archive and select the related .sif file
3 Click OK, and follow the instructions in the wizard to implement the changes.
4 Stop the servers, compile the objects or projects into respective .sif file and then restart the servers.
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Configuration Changes for Adding the Applet Summary for New or Customized AppletsThe following sections contain configuration changes that you must make to add the applet summary for new or customized applets. You must import .sif files for table changes, apply the DLL, import seed data, and import the Accessibility Project .sif files. The necessary changes are detailed in the following sections:
■ Importing SIF Files for Table Changes
■ Applying the DDL
■ Importing Seed Data
■ Importing the Accessibility Project SIF Files
Importing SIF Files for Table ChangesThe procedure in the following section describes how to add the applet summary for customized or new applets.
To import the SIF file for table changes
1 Lock the (Table Common) project by navigating to the Project Tab and checking the "Locked" check box.
2 Import the Table archive file "Accessibility_Table.sif" table archive file.
3 Click Yes when the dialog box displays and asks “This operation should only be performed while connected to your local database. Would you like to continue anyway?”
4 Select the "Accessibility_Table.sif" file.
5 Select the first option "Overwrite the object definition in the repository" in the Conflict resolution section of the import wizard view.
6 Review the conflicting objects to see if the new or modified columns appear. The import log is stored at Siebel\tools\temp\importlog.txt
Applying the DDLThe procedure in the following section describes how to apply the DDL.
To apply the DDL
1 Select the table or tables you want to apply to the physical database and press Apply/DDL button (option > Apply).
2 For a single table, select the current row option in Tables (Apply Schema Window).
3 For more than one table, select the Choose Current Query option.
4 For the Accessibility project, select the S_ACC_VIEW_APPL table and current row option.
5 Make the following changes depending upon which database you are using:
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a For MSSQL, enter the database users, the database user password, and the correct ODBC data source.
b For Oracle, enter the table space, the index space, the database user, the database user password, and the correct ODBC data source.
c For IBM DB2, enter the table space, the 16K table space, the 32K table space, the index space, the database users, the database user password, and the correct ODBC data source.
6 After entering in the database information, click the Apply button.
7 Verify that the required changes have been applied by selecting count(*) from S_ACC_VIEW_APPL.
The query should result in 0 records.
Importing Seed DataThe procedure in the following section describes how to import seed data.
To import seed data
1 Copy dat files into a work-area folder.
2 Run the following command for importing seed data:
NOTE: For HOR applications, use the HOR .dat file.
siebsrvrroot\BIN\dataimp /u <UID> /p <PWD> /f <HOR DAT file> /l dataimp_HORseed.log /c <ODBC > /d <TABLEOWNER > /q -1 /e n /t n /x R /n 100 /h log
(For SIA applications, use the SIA .dat file.)
siebsrvrroot\BIN\dataimp /u <UID > /p <PWD> /f <SIA DAT file> /l dataimp_SIAseed.log /c <ODBC > /d <TABLEOWNER > /q -1 /e n /t n /x R /n 100 /h log
For example:
C:\21011\siebsrvr\BIN\dataimp /u MMRAO /p ****** /f HACR422.dat /l dataimp_ORA21013.log /c ORA21013 /d ORA21013 /q -1 /e n /t n /x R /n 100 /h log
3 When prompted for the table name, enter S_ACC_VIEW_APPL.
4 Check the log files for any errors, and check S_ACC_VIEW_APPL for the data imported.
Importing the Accessibility Project SIF FilesThe following section describes how to import the Accessibility Project .sif files.
To import the .sif files provided for ACR 422
1 Create the “Accessibility” project and import the .sif.
2 Import AccProject.sif. For a list of files that this .sif contains, see “Changes to SIF Files in ACR 422” on page 66.
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3 Import AdminScreen.sif and merge the file.
The AdminScreen.sif file contains the modified System Administration Screen. For the list of changes to this screen, see “Changes to SIF Files in ACR 422” on page 66.
4 Add the following new LOV types and values:
5 Add the following views to the application and associate responsibility:
■ Accessibility Applet Attributes View
■ Accessibility View Attributes View
6 Run the perl script using the procedures detailed in Step a through Step c.
Note the following prerequisites for running the perl script:
❏ Perl 5.8 or higher (http://www.activestate.com/Products/activeperl/index.mhtml)
❏ Perl module: DBI (http://dbi.perl.org/)
❏ Perl module: XML: Generator (http://search.cpan.org/~bholzman/XML-Generator-1.01/Generator.pm). Install Perl modules: DBI (DBD::ODBC) and XML::Generator from PPM (Perl Package Manager).
a Open a command line window and navigate to the folder where the three scripts reside (genAccessibilityXML.pl, app_tree.pl, sqlstmt.pl).
b Execute the script with the following command:
❏ For all databases, change Oracle in DBI->Connect(“ “) in app_tree.pl and genAccessibilityXML.pl to ODBC.
Type Value
ACC_ATTRIB_TYPE Summary
ACC_ATTRIB_TYPE Label
ACC_LOCALE ENU
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❏ The following step applies only to the MSSQL database:
After the following lines in app_tree.pl script:
#Connect to DB
#################################################
$dbh = DBI->connect("dbi:ODBC:$ODBCConnection", $userid, $passwd) || die $DBI::errstr;
#################################################
Add the line $dbh->{odbc_SQL_ROWSET_SIZE} = 2;
Execute the script with the following command:
SYNTAX: perl genAccessibilityXML.pl "<Application Name>" <LOCALE_CODE>
<CONNECTSTRING/TABLEOWNER> <USERID> <PASSWD>
_____________________________________________________________________________
**Deleted SYNTAX: perl genAccessibilityXML.pl "<Application Name>" <LOCALE_CODE> <CONNECTSTRING/TABLEOWNER> <USERID> <PASSWD> that used to be here, because Punit pointed out that it was already covered above.**
c Once the script is run an xml file will be generated, copy this xml in the following location:
Siebel\ses\siebsrvr\bin\LANG_FOLDER\ folder.
The LANG_FOLDER should be substituted by ENU for English, and so forth.
The name of the XML File should be same as the value mentioned for the Application user property 'AccessibilityXMLFileName' for that application.
NOTE: The preceding steps help the users provide the summary for a new or a customized applet. A UI will be created in which the user has to enter the summary for a particular applet. This in turn will be placed into the XML file that will be generated after the perl script is run. Users can use this XML file to allow screen readers to read out the applet summary.
Workaround for Accessibility AppletsYou must perform the following workaround procedure in order to be able to implement ACR 422. These changes must be made to the Accessibility Applet Attributes List Applet and the Accessibility Applet Attributes Form Applet. This workaround has been added to address CR 12-1Q8YZDL, CR 12-1Q6XXPY, and CR 12-1Q6XXOX.
For both of these applets, use the following procedure:
1 Right-click, and select Applet > Edit Web Layout.
2 In the Controls/Column Pane, select EditList.
3 Uncheck the “Show mapped controls only” check box.
4 Drag and drop the “Position on Row” control.
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5 Edit the “Position on Row” control’s properties by entering “ROW_OFF” for HTML Bitmap and “ROW_ON” for HTML Disabled Bitmap.
6 Save the applet.
7 Drag and drop the GotoPreviousSet and GotoNextSet controls to their respective placeholders, and edit the properties using the values in the following table:
8 Save the applet.
9 From the drop-down list, select Edit.
10 Drag and drop the Save and Cancel buttons to their respective placeholders.
11 Save the applet.
About the SIF Files Provided for ACR 422This section contains the list of changes to the .sif files provided for ACR 422.
AccProject.sif The AccProject.sif file contains the following new objects:
Business Components:
■ Accessibility Applet Attributes
■ Accessibility View Attributes
Applets:
■ Accessibility Applet Attributes List Applet
■ Accessibility Applet Attributes Form Applet
Business Objects:
■ Accessibility Applet Attributes
■ Accessibility View Attributes
Views:
■ Accessibility Applet Attributes View
■ Accessibility View Attributes View
Picklists:
Control Property Value
GotoPreviousSet HTMLBitmap RECNAV_PREVSET_ON
GotoPreviousSet HTML Disabled Bitmap RECNAV_PREVSET_OFF
GotoNextSet HTML Bitmap RECNAV_PREVSET_ON
GotoNextSet HTML Disabled Bitmap RECNAV_PREVSET_OFF
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■ Accessibility Applet Attribute PickList
■ Accessibility View Attribute PickList
■ Accessibility Locale PickList
Symbolic Strings:
■ Accessibility
■ Applet Attributes
■ Attribute Type
■ View Attributes
AdminScreen.sifThe AdminScreen.sif file contains the following changes:
■ Accessibility Attributes (new category)
■ Accessibility Applet Attributes View (new view)
■ Accessibility View Attributes View (new view)
Instructions for ACR 574The following section contains procedures for installing and configuring ACR 574.
Prerequisites for ACR 574ACR 476 and the new Email Response UI were provided in the Siebel 8.1.1.1 Fix Pack, but you must perform configuration changes for ACR 476 and the new Email Response UI to be able to install and configure ACR 574.
The following sections describe how to configure ACR 476 and the EMR UI.
Installing ACR 4761 Install Siebel Server and Siebel Tools version 8.1.1, if you have not already.
2 Install Siebel Server and Siebel Tools provided within the 8.1.1.x Fix Pack.
3 Verify that the following DLL files exist in the siebsrvr\bin folder:
❏ sscasasv.dll
❏ swcasvfr.dll
❏ swcashfr.dl
❏ swcanshfr.dll
❏ sscashsv.dll
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4 Verify that the ACR 476.zip file exists in the Siebel Tools/REPPATCH directory.
5 Verify that the SAConfig.xml file exists in the siebsrvr/smartanswer directory.
6 Navigate to Administration - Data > List Of Values, click New, and add a record with the following values:
❏ Type = SEARCH_SMART_ANSWER
❏ Display Value = Smart Answer
❏ Language = English American
Customers using languages other than ENU can change the language.
To change the language
1 Launch Siebel Tools, and navigate to View > Options > Language setting.
2 Select the language from the drop-down list and click OK.
NOTE: When you are compiling and whne you are replacing the SRF, make sure that the SRFs are from language folders.
Configuring ACR 4761 Extract *.sif files from siebsrvr/objects/ACR476.zip into a temporary location.
2 Launch Siebel Tools, and import all of the extracted .sif files in the following order:
❏ 01_sma_project.sif
❏ 02_sma_classes.sif
❏ 03_sma_dll.sif
❏ 04_sma_bussvc.sif
❏ 05_sma_io.sif
❏ 06_sma_ss.sif
❏ 07_sma_applets.sif
❏ 08_sma_sct.sif
❏ 09_sma_view.sif
❏ 10_emr_bussvc.sif
3 Upon successful import, within Siebel Tools, make sure the following projects are locked:
❏ Smart Answer 8.x
❏ Smart Answer
❏ Banter eService
❏ Service (SSV)
❏ Symbolic Strings
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❏ eCatalog Admin
❏ eMail Response
4 Compile all of the locked projects.
5 Use the newly compiled repository (.srf) for launching the Siebel Server.
6 Within the siebsrvr/smartanswer directory, update SAConfig.xml:
a Update the value for NLPAdapterDLLName with the correct location and filename.
b Make sure that the value for FacadeName is correct.
c Make sure that you have the correct, accessible, and writable FileSystem location.
d Under the above FileSystem, create a new folder called "smartanswer", and create two new directories called "import" and "export" under the smartanswer directory.
7 Place the third-party DLL in the NLPAdapterDLLName directory specified in the SAConfig.xml file.
Installing the Email Response User Interface1 Install Siebel Server and Siebel Tools version 8.1.1, if you have not already.
2 Install Siebel Server and Siebel Tools from the 8.1.1.x Fix Pack.
3 Verify that the following DLL files exist in the siebsrver\bin directory:
❏ swcommfr.dll
❏ sscommsv.dll
❏ sscmclnt.dll
❏ sscacabc.dll
❏ swcacafr.dll
4 Verify that the EMRUI_New.zip file exists in the Siebel Tools/REPPATCH directory.
5 Navigate to Administration - Application > View > Communication Detail view to add seed data.
a Launch the dedicated client with the /editseeddata parameter set.
b Click New and add the following values:
❏ View Name = Communication Detail View
❏ Description = Drill down View
❏ Default Access = Yes
c Add the following responsibilities to this view:
❏ Siebel Administrator
❏ Call Center Administrator
❏ eMail Response Agent
❏ eMail Response Manager
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Configuring the Email Response User Interface1 Extract the *.sif files from Tools\REPPATCH\EMRUI_New.zip into a temporary location.
2 Launch Siebel Tools, and import all of the extracted .sif files in the following order:
❏ EMR_UI_Applets.sif
❏ EMR_UI_BC.sif
❏ EMR_UI_BO.sif
❏ EMR_UI_BS.sif
❏ EMR_UI_Class.sif
❏ EMR_UI_Screen.sif
❏ EMR_UI_View.sif
❏ EMR_UI_Webtemplate.sif
❏ EMR_UI_WF.sif
3 Upon successful import, within Siebel Tools, make sure the following projects are locked:
❏ Mail Agent
❏ eMail Response
4 Compile all of the locked projects.
5 Use the newly-compiled repository (.srf) for launching the Siebel Server.
6 Import and activate the following workflows:
❏ eMail Response - Analyze Message.xml
❏ eMail Response - Client Send Email.xml
❏ eMail Response - Create Activity.xml
❏ eMail Response - Process Message.xml
❏ eMail Response - Response Workflow.xml
❏ eMail Response - Send Auto Response.xml
❏ eMail Response - Set Parent Activity Status.xml
Prerequisites for Smart Answer Server and Admin ToolThe following prerequisites apply for Smart Answer Server and Installer:
■ Smart Answer Server is currently only available for Microsoft Windows 2003.
■ It is recommended that Smart Answer Server be run on a single standalone server with 4GB RAM and at least a 3.4 GHz processor.
Additional SoftwareThe following software is required:
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■ PostgreSQL 8.3+. Obtain and install PostgreSQL from http://www.postgresql.org/download/windows.
■ Java Runtime Environment 1.6+. Obtain and install Java from http://java.com/en/download/manual.jsp.
■ Python Interpreter 2.4+: http://www.python.org/download/.
NOTE: Smart Answer is not yet compatible with Python version 3.0 and above
■ PyWin32: http://sourceforge.net/projects/pywin32/files/.
NOTE: This is required for running Smart Answer Server as a Windows service. It is highly recommended, but optional.
■ Be sure to download the automated installer that matches your version of Python.
Installing ACR 5741 Install Siebel Server version 8.1.1, if you have not already.
2 Install the Siebel 8.1.1.x Fix Pack.
3 Verify that the following DLL files exist in the siebsrvr\bin directory:
❏ swcommfr.dll
❏ sscanshsv.dll
❏ sscasasv.dll
❏ sscashsv.dll
❏ swcanshfr.dll
4 Verify that the SmartAnswerInstall.zip file exists in the Smart Answer InstalleRelease\Windows\Server_Ancillary\Smart_Answer\enu directory.
5 Verify that the ACR574.zip file exists within Siebel Tools/REPPATCH.
6 Verify that the SAConfig.xml file exists within the siebsrvr/smartanswer directory.
Configuring ACR 5741 Navigate to Tools\BIN\<lang> (where <lang> is ENU, DEU, and so on).
2 Open the Tools.cfg file, and change the SymStrPrefix value from ‘x_’ to ‘SBL_’.
3 Extract the contents of ACR574.zip (<Extract_Dir>).
4 Connect to Siebel Tools, and lock the eCatalog Admin project.
5 Select Tools > Import from Archive, and then select <Extract_Dir>\ACR574\Repository\Applet\Applet.sif.
6 Lock the Symbolic Strings project.
7 Select Tools > Import from Archive, and then select <Extract_Dir>\ACR574\Repository\SymbolicString\SymbolicString.sif.
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8 Compile the changed objects to the Siebel repository and then unlock the locked projects.
9 Navigate to <Extract_Dir>\ACR574\Workflow, and import and activate the eMail Response - Create Activity.xml workflow.
NOTE: If there have been any changes made to the Symbolic String project, after you have imported the .sif files, navigate to Tools\BIN\<lang>, open tools.cfg, and change the SymStrPrefix value from ‘SBL_’ to ‘x_’.
Importing LMU Files for ACR 574The LMU files for non-ENU languages are also available in the ACR574.zip file. This file is located in the Extract_Dir>\ACR574\LMU\<lang>\ directory. The LMU files hold the translation for the Synchronize Button added in the Administration - Catalog Screen.
You use the Locale Management Utility to import translated strings and other locale-specific attributes back into the repository. Use the preview functionality to display the results of the import process before you actually import them into the repository.
NOTE: When using the LMU to import files with the.xlf extension, make sure that you are connected to the Internet.
.xlf files are provided along with the ACR content in the build and mirror the \ENU location.
To preview the results of the import process
1 Choose Tools > Utilities > Locale Management.
The Locale Management dialog box appears.
2 In the Options tab, under Languages, select a source language and a target language.
3 Click the Import tab.
4 Enter the directory path and name of the file you are going to import.
5 Enter the path and name of the file where you want to store the results for previewing.
The default file name is "preview.log."
6 Click Preview.
The Locale Management Utility writes the results of the import process to the log file rather than to the repository.
NOTE: LMU does not mark changed records with a Redo flag when running in Preview mode.
7 If you receive an error message, use the following workaround:
NOTE: CR 12-1VR263N has been logged for this issue.
a Save a copy of the xliff.dtd file locally (http://www.oasis-open.org/committees/xliff/documents/xliff.dtd).
NOTE: Save from the parent directory http://www.oasis-open.org/committees/xliff/documents and not from the file itself as doing so will yield the "Invalid structure” error message.)
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b Change the following line in each language .xlf file:
<!DOCTYPE xliff PUBLIC "-//XLIFF//DTD XLIFF//EN" "http://www.oasis-open.org/committees/xliff/documents/xliff.dtd">
to
<!DOCTYPE xliff PUBLIC "-//XLIFF//DTD XLIFF//EN" "D:\xliff.dtd">
where D:\xliff.dtd represents the local location.
8 Review the preview.log for errors. If this file is empty, there were no errors, so proceed with the import.
9 Repeat these steps for each language you are testing.
Instructions for ACR 623For information about how to configure the IOG integration, see Real-Time Decisions (RTD) for Siebel Intelligent Offer Generation (IOG) Installation and Reference Guide. To access this guide, within My Oracle Support, navigate to the Knowledge tab, and search for Doc ID 1169164.1.
Instructions for ACR 626
Supported Devices for Oracle Mobile Sales AssistantThe following are the supported versions for different components for ACR 626:
Release Notes for ACR 626The following section contains information about known issues with ACR 626.
Component Supported Version
Client Devices Blackberry® smartphone models: 8100, 8110, 8120, 8130, 8220, 8300, 8310, 8320, 8330, 8350, 8520, 8530, 8700, 8703, 8705, 8707, 8800, 8820, 8830, 8900, 9000, 9500, 9530, 9550, 9630
BlackBerry® operating system versions: 4.2, 4.3, 4.5, 4.6, 4.7, 5.0
Apple iPhone™ or iPod touch mobile digital devices operating system version 3.0 or higher
MSA Client Version 2.2.085 for BlackBerry
Version 2.2.100 for iPhone
Oracle SOA Suite 11gR1 PS1
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Calendar Updates Feature UnavailableCategory: Mobile Solutions
Subcategory: Other
Change Request: 12-20SPIQ5
MSA Setting Preference for Calendar Updates available on the MSA client is not supported for the MSA integration with Siebel On premise for this release. Changing the option between "Changes Only" and "Download All" has no impact on data downloading behavior.
Users Cannot Add Opportunities from MSA ClientCategory: Mobile Solutions
Subcategory: Other
Change Request: 12-20SPIPD
Adding an opportunity from MSA client when integrated with Siebel On premise is not supported for this release. Editing an available opportunity in MSA client is supported.
Leads Entity Not SupportedCategory: Mobile Solutions
Subcategory: Other
Change Request: 12-20W3J8R
The Leads entity is not supported for MSA integrated with Siebel On Premise. The Leads icon on MSA is not functional.
Installing ACR 626NOTE: Make sure that the EAI Component Group is enabled.
1 Navigate to REPPATCH\ACR487_MSA_to_Siebel_Integration_Package.zip, unzip the file, and import the .sif files into their respective directories.
NOTE: Import all of the .sif files except the ones in the Web Services directory, as those files will be imported separately.To import the symbolic strings, edit the tools.cfg file (located within the \bin\enu directory) to change the prefix from "X_" to "SBL_", and change the prefix back to "X_" once you have imported the symbolic strings.
2 In Siebel Tools, using Object Explorer, navigate to Project, and lock the following projects:
❏ Account
❏ Account (SSE)
❏ Contact
❏ Lstofval
❏ Oppty
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❏ Division
❏ Web Service Integration
❏ Activity
❏ Employee
❏ VERT CUT Address
3 In Siebel Tools, select Import from Archive, and within the Import from Archive dialog box, the "Merge the object definition from the archive file with the definition in the repository" option, and click Next.
4 Click Yes to grant permission to modify the repository, and then click Finish.
5 Stop the Siebel Server or make sure that it has been stopped.
6 Within Siebel Tools, select Locked Projects, and select the file "SIEBEL_HOME/siebsrvr/OBJECTS/ENU/siebel_sia.srf" file.
NOTE: "SIEBEL_HOME" is the Siebel installation directory.
7 Click the Compile button
8 Restart the Siebel Server.
9 Navigate to Site Map > Web Service Administration > Inbound Web Services, and import the following files:
❏ "SWIAccountNoteServices.XML"
❏ "SWIAccountServices.XML"
❏ "SWIActionServices.XML"
❏ "SWIActivityServices.xml"
❏ "SWIAddressServices.xml"
❏ "SWIContactNoteServices.XML"
❏ "SWIContactNoteServices.XML"
❏ "SWIContactServices.XML"
❏ "SWIContactUIServices.XML"
❏ "SWICurrentUserServices.XML"
❏ "SWICustomerParty.XML"
❏ "SWIEmployeeServices.XML"
❏ "SWINoteServices.XML"
❏ "SWIOpportunityServices.XML"
❏ "SWIOpptyServices.XML"
❏ "SWIPickListHierarchicalServices.XML "
❏ "SWISalesMethodServices.XML"
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10 Click Clear Cache after you have imported the XML files.
The ACR487_MSA_to_Siebel_Integration_Package.zip file also contains the BPEL/java files required for Mobile Sales Assistant.
Copy this file to the SOASuite machine and extract the zip to a directory of your choice, and then follow the steps detailed in Oracle Mobile Sales Assistant Guide to deploy the composites.
In Oracle Mobile Sales Assistant Guide, where it refers to the "bpel" directory, this is the directory extracted from ACR487_MSA_to_Siebel_Integration_Package.zip
Instructions for BI Publisher EnhancementsFor information about how to implement the BI Publisher enhancements, see the Siebel Reports Guide on the Siebel Bookshelf at http://www.oracle.com/technology/documentation/siebel.html.
Siebel Fix Pack Installation InstructionsThis topic includes the following subtopics:
■ “Siebel Fix Pack Installation Overview” on page 442
■ “About Installing Siebel Fix Packs” on page 446
■ “Installing the Siebel Fix Pack on Microsoft Windows” on page 447
■ “Installing the Siebel Fix Pack on UNIX” on page 453
■ “Configuring Slipstream Patch Installation” on page 457
■ “Postinstallation Task for the Siebel Server” on page 459
■ “Postinstallation Task for the Web Server” on page 459
■ “Postinstallation Tasks for High Interactivity Clients” on page 460
■ “Postinstallation Task for Supporting Additional Languages” on page 460
■ “Uninstalling Siebel Fix Packs” on page 461
Siebel Fix Pack Installation OverviewThis topic is part of “Siebel Fix Pack Installation Instructions” on page 442.
In order to receive the full benefit of all product enhancements contained in the Siebel Business Applications releases covered by this document, and to maintain a fully supported Siebel Business Applications installation, install each product component shown on the Bill of Materials by following the Siebel Fix Pack 8.1.1.x installation instructions in this section. Install the Fix Pack for all applicable products in your existing deployment.
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Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Siebel Fix PackInstallation Instructions
NOTE: This Siebel Maintenance Release Guide includes information for the latest Siebel Fix Pack 8.1.1.x release. Each Fix Pack is cumulative and includes all fixes included in previous Siebel Fix Pack 8.1.1.x releases (where applicable). You can install the latest Siebel Fix Pack 8.1.1.x release on top of version 8.1.1 or any prior version 8.1.1.x release.
Before installing this Fix Pack, it is strongly recommended to read all the information in the topics in this section (“Siebel Fix Pack Installation Instructions” on page 442). See also “How to Use This Guide” on page 10.
This document describes Fix Pack installation and related tasks for several key products, but not for all Siebel Business Applications products that may apply to your deployment. Fix Pack installation tasks for products not covered here are generally similar to those described here.
This topic includes the following subtopics:
■ “Installation Scenarios Described in This Guide” on page 443
■ “Applicable Base Releases” on page 444
■ “About Running Siebel Image Creator” on page 445
■ “About Installing Additional Languages” on page 445
■ “About Installing Siebel Quick Fix Releases” on page 446
Installation Scenarios Described in This GuideThis topic is part of “Siebel Fix Pack Installation Overview” on page 442.
Installation instructions in this guide apply in the following scenarios:
■ Performing new full installation of version 8.1.1, with Siebel Fix Pack 8.1.1.x. If you are installing version 8.1.1 (a new full installation), follow the installation instructions in the Siebel Installation Guide for the operating system you are using. Also follow the instructions in this Siebel Maintenance Release Guide for installing the latest Siebel Fix Pack 8.1.1.x release on top of version 8.1.1.
Optionally, you can install 8.1 and 8.1.1.x together by configuring slipstream patch installation for server-based Siebel modules. For details, see “Configuring Slipstream Patch Installation” on page 457.
For the most recent version of the Siebel Installation Guide for the operating system you are using, see the latest version 8.1 Siebel Bookshelf.
For more information about installing Siebel Fix Pack 8.1.1.x, see “About Installing Siebel Fix Packs” on page 446.
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■ Installing Siebel Fix Pack 8.1.1.x (patching existing version 8.1.1 or prior version 8.1.1.x installation). If you have already installed version 8.1.1 as a new full installation, and are now installing the latest Siebel Fix Pack 8.1.1.x on top of version 8.1.1 or a previous version 8.1.1.x release, follow the instructions in this Siebel Maintenance Release Guide for doing this.
Where applicable, you can optionally uninstall an existing installed Siebel Fix Pack 8.1.1.x release before you install the latest Fix Pack. For more information, see “Uninstalling Siebel Fix Packs” on page 461.
When you installed version 8.1.1 as a full installation, you would have already referred to the Siebel Installation Guide for the operating system you are using. For the most recent version of this document, see the latest version 8.1 Siebel Bookshelf.
For more information about installing Siebel Fix Pack 8.1.1.x, see “About Installing Siebel Fix Packs” on page 446.
■ Adding languages. When you perform a new version 8.1.1 installation of Siebel Business Applications, it is recommended to include any supported languages (language packs) you require or expect to require. You can also add languages to an existing installation; some additional steps are required in this case.
For more information, see “About Installing Additional Languages” on page 445.
Applicable Base ReleasesThis topic is part of “Siebel Fix Pack Installation Overview” on page 442.
In general, each Siebel Fix Pack can be installed on top of an existing Siebel installation of the same product suite that is at a valid base version level for this Fix Pack.
Installing any Fix Pack requires an existing installation of a qualified base release to install into. Here, base release means the current version of the existing installation, including version 8.1.1 software and optionally including any installed Siebel Fix Pack 8.1.1.x or other patch releases.
Here are the base releases and Siebel Business Applications product suites for installing the latest Siebel Fix Pack 8.1.1.x release:
■ Siebel Industry Applications, version 8.1.1 or version 8.1.1.x
■ Siebel Cross-Industry Applications, version 8.1.1 or version 8.1.1.x
Do not install a Fix Pack for one product suite on top of a base installation for another product suite. Such combinations are incompatible.
Siebel Industry Applications are composed of multiple industry product groups (vertical applications). For a detailed listing of the industry products contained in each group, see Siebel System Requirements and Supported Platforms on Oracle Technology Network.
NOTE: In order to run Siebel Business Applications software, all components of a Siebel Enterprise must be at the same exact version 8.1.1.x release level.
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Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Siebel Fix PackInstallation Instructions
About Running Siebel Image CreatorThis topic is part of “Siebel Fix Pack Installation Overview” on page 442.
The Siebel Image Creator utility is used to create an installation image (sometimes called a network image) for version 8.1.1 or any Siebel Fix Pack 8.1.1.x release. The image can include any Siebel installable product and language provided as part of this product release.
You can also add products or languages to an existing installation image of the same version, for products or languages that were not previously included.
Installing any Siebel Business Applications release, including a new installation of version 8.1.1, an installation of a Siebel Fix Pack 8.1.1.x release, or the addition of one or more languages, must be done from an installation image created using Image Creator.
NOTE: Always use the version of Siebel Image Creator provided with the Siebel release for which you are creating the installation image.
Information about using Siebel Image Creator is provided in the Siebel Installation Guide for the operating system you are using, on the version 8.1 Siebel Bookshelf.
About Installing Additional LanguagesThis topic is part of “Siebel Fix Pack Installation Overview” on page 442.
Include or add all languages you will require in your Siebel version 8.1.1 installation image (network image), which you create using the Siebel Image Creator utility. Then install the software with the languages you require. When you configure each installed Siebel Server and Siebel Web Server Extension, you also specify which installed languages you are deploying.
Optionally, you can add languages to an existing installation. Some postinstallation tasks are required in order to deploy a language you added after initial product installation and configuration:
■ If you add a language after you have configured an installed Siebel Server, launch the Siebel Server Configuration Wizard and run the configuration task Add Language Support for the Siebel Server. (It is not necessary to reconfigure the Siebel Server.)
■ If you add a language after you have configured an installed Siebel Web Server Extension (SWSE), launch the SWSE Configuration Wizard and run the configuration task Add Language Support for the SWSE Configuration. (It is not necessary to reconfigure the SWSE.)
After adding a language to your installed software, you must add the language to the Siebel Database, import Siebel Repository data into the database for this language, and run the MLOV (multilingual LOV) conversion utility. It is recommended to perform database-related tasks after installing applicable Fix Packs or other patch releases.
NOTE: If you are adding languages to an existing installation, do so before you install the latest Siebel Fix Pack 8.1.1.x release. It is possible to add a language after a Fix Pack has been installed. However, for each component for which you add a language, you must reinstall the Fix Pack to bring the language pack files up to the current release level. (Because Fix Packs are cumulative, you can install just the latest Siebel Fix Pack 8.1.1.x release, even if you previously installed a prior Fix Pack before adding the language.)
If you are not adding languages, you only need to install the latest Siebel Fix Pack 8.1.1.x release, as described in this guide.
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For detailed information about installing and deploying Siebel languages, see also:
■ Siebel Installation Guide for the operating system you are using
■ Siebel Global Deployment Guide
■ Configuring Siebel Business Applications
■ Siebel System Requirements and Supported Platforms on Oracle Technology Network
See also “Postinstallation Task for Supporting Additional Languages” on page 460.
About Installing Siebel Quick Fix ReleasesThis topic is part of “Siebel Fix Pack Installation Overview” on page 442.
After installing version 8.1.1 and a Siebel Fix Pack 8.1.1.x release as described in this guide, you can also install any applicable Siebel Quick Fix releases on top of version 8.1.1.x. When you install a Quick Fix, installed languages may also be patched, depending on the content of the Quick Fix release.
NOTE: Installing Quick Fixes may entail restrictions about which subsequent Fix Packs can be installed.
For detailed information about a particular Quick Fix, see the documentation that is provided separately with the Quick Fix.
“Quick Fixes Included in 8.1.1.x Fix Packs” on page 11 identifies fixes from previous Quick Fix releases that are included in specific Siebel Fix Pack 8.1.1.x releases.
About Installing Siebel Fix PacksThis topic is part of “Siebel Fix Pack Installation Instructions” on page 442.
For each Siebel Business Applications product module, installing the latest Siebel Fix Pack 8.1.1.x release on top of an existing base installation replaces existing executable files and provides new files in addition to the base installation.
For supported base releases, see “Siebel Fix Pack Installation Overview” on page 442.
Installing a Fix Pack does not replace any customer-modified files (for example, application configuration files like siebel.cfg) that govern program execution. When you install a Fix Pack, any installed languages may also be patched, depending on the content of the Fix Pack.
NOTE: References in this guide to Siebel Fix Pack 8.1.1.x releases apply to the current Fix Pack release. However, you must verify the availability, characteristics, and requirements of any future Fix Pack releases, including Siebel Fix Pack 8.1.1.x releases. Installation tasks and requirements for all future releases are subject to change, and will be covered by updated documentation.
If you plan to install any additional Siebel language packs, review “Siebel Fix Pack Installation Overview” on page 442 (in particular, “About Installing Additional Languages” on page 445) before you install any Fix Pack.
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Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Siebel Fix PackInstallation Instructions
The Siebel Fix Pack must be installed from an installation image you create using the Siebel Image Creator utility. This utility is described in version 8.1 of the Siebel Installation Guide for the operating system you are using. For more information, see “About Running Siebel Image Creator” on page 445.
For more information about stopping and restarting Siebel components, which is a required part of the Fix Pack installation process, see Siebel System Administration Guide. See also Siebel Installation Guide for the operating system you are using. For more information, see also “Postinstallation Task for the Web Server” on page 459.
After you install version 8.1.1 and version 8.1.1.x, you can also install any applicable Quick Fix release on top of version 8.1.1.x. For more information, see “About Installing Siebel Quick Fix Releases” on page 446.
For information about uninstallation and Fix Packs, see “Uninstalling Siebel Fix Packs” on page 461.
For instructions for installing Siebel Fix Pack 8.1.1.x for your operating system platform, see:
■ “Installing the Siebel Fix Pack on Microsoft Windows” on page 447
■ “Installing the Siebel Fix Pack on UNIX” on page 453
Installing the Siebel Fix Pack on Microsoft WindowsThis topic is part of “Siebel Fix Pack Installation Instructions” on page 442.
Procedures for installing Siebel Fix Pack 8.1.1.x for products on Microsoft Windows are detailed below. Follow these instructions to install each product over the existing base installation for the same product. Perform the steps that apply for the Fix Pack you are installing, in the general sequence presented here.
Before you install the Fix Pack, review all applicable information in “Siebel Fix Pack Installation Overview” on page 442 and “About Installing Siebel Fix Packs” on page 446.
Instructions generally assume that Fix Pack installers are launched in GUI mode. Alternatively, the installers for server-based products can be launched in console or unattended mode. The Fix Pack installation runs silently.
NOTE: If you installed version 8.1.1 Siebel software using the Siebel FastTrack Wizard, use the Fix Pack installers for Siebel Enterprise Server and Siebel Web Server Extension to patch any installed instances of these modules. The FastTrack Wizard is provided for small to medium businesses (SMB). For more information, see Siebel Installation Guide for Microsoft Windows.
This topic has the following subtopics:
■ “Installing the Fix Pack for Siebel Enterprise Server on Windows” on page 448
■ “Installing the Fix Pack for Siebel Web Server Extension on Windows” on page 448
■ “Installing the Fix Pack for Siebel Management Agent and Siebel Management Server on Windows” on page 449
■ “Installing the Fix Pack for Siebel Mobile Web Client, Siebel Tools, Siebel Sample Database, or Siebel Client Sync on Windows” on page 450
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Installing the Fix Pack for Siebel Enterprise Server on WindowsThis topic is part of “Installing the Siebel Fix Pack on Microsoft Windows” on page 447.
Use the instructions that follow for installing Siebel Fix Pack 8.1.1.x on any computer where a Siebel Enterprise Server component is installed, including Siebel Server, Siebel Gateway Name Server, and Database Configuration Utilities (formerly known as Siebel Database Server).
The Fix Pack installer for Siebel Enterprise Server also patches any instance of Siebel Management Agent that was installed with a Siebel Server you are patching. See also “Installing the Fix Pack for Siebel Management Agent and Siebel Management Server on Windows” on page 449.
To install the Fix Pack for Siebel Enterprise Server components
1 Shut down the Siebel Business Applications product component to be updated. For example, stop the service for the Siebel Server or Siebel Gateway Name Server. Also shut down any running instances of the Siebel Server Manager (srvrmgr).
2 If you are patching an instance of Siebel Management Agent that was previously installed with a Siebel Server, also stop the service for the Management Agent.
3 In Windows Explorer, navigate to the Siebel image location for version 8.1.1.x, then to the directory where the installer is located. For Siebel Enterprise Server, navigate to Siebel_Image\Windows\Server\Siebel_Enterprise_Server, where:
■ Siebel_Image is the directory for your version-specific Siebel installation image, such as D:\Siebel_Install_Image\8.1.1.x.
4 Double-click setup.exe to launch the Siebel Enterprise Server installer for version 8.1.1.x.
5 Select an instance of version 8.1.1 or version 8.1.1.x to patch, from the list of detected Siebel installations.
6 Follow all prompts to complete installation of version 8.1.1.x.
7 Repeat these steps on each computer with a Siebel Enterprise Server component installation to be patched.
8 Restart all applicable Siebel Business Applications product components at the end of all Fix Pack or other patch release installation for server-based products.
Installing the Fix Pack for Siebel Web Server Extension on WindowsThis topic is part of “Installing the Siebel Fix Pack on Microsoft Windows” on page 447.
Use the instructions that follow for installing Siebel Fix Pack 8.1.1.x on any computer where a Siebel Web Server Extension (SWSE) component is installed.
NOTE: Before you install any Fix Pack release for SWSE, refer to Siebel System Requirements and Supported Platforms on Oracle Technology Network to verify that the Web server version is correct for the Siebel Business Applications release. If you need to update the Web server, do so before you install the Fix Pack for SWSE.
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Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Siebel Fix PackInstallation Instructions
To install the Fix Pack for Siebel Web Server Extension
1 Stop the Web server.
2 In Windows Explorer, navigate to the Siebel image location for version 8.1.1.x, then to the directory where the installer is located. For SWSE, navigate to Siebel_Image\Windows\Server\Siebel_Web_Server_Extension, where:
■ Siebel_Image is the directory for your version-specific Siebel installation image, such as D:\Siebel_Install_Image\8.1.1.x.
3 Double-click setup.exe to launch the SWSE installer for version 8.1.1.x.
4 Select an instance of version 8.1.1 or version 8.1.1.x to patch, from the list of detected Siebel installations.
5 Follow all prompts to complete installation of version 8.1.1.x.
6 Repeat these steps on each computer with an SWSE installation to be patched.
7 Restart the Web server at the end of all Fix Pack or other patch release installation for server-based products.
For more information, see “Postinstallation Task for the Web Server” on page 459.
Installing the Fix Pack for Siebel Management Agent and Siebel Management Server on WindowsThis topic is part of “Installing the Siebel Fix Pack on Microsoft Windows” on page 447.
Use the instructions that follow for installing Siebel Fix Pack 8.1.1.x on computers where Siebel Management Agent or Siebel Management Server are installed.
NOTE: Instructions for installing Siebel Management Agent assume that Management Agent was installed separately. If your instances of Management Agent were installed as part of Siebel Server installation, follow the instructions in “Installing the Fix Pack for Siebel Enterprise Server on Windows” on page 448. See also the Siebel Installation Guide for the operating system you are using.
When you install a Fix Pack for an instance of Siebel Management Agent, the Siebel Management Server will be unable to connect to it. It is not necessary to shut down the Management Server while you install the Fix Pack for the Management Agents. After you install the Fix Pack for all instances of Management Agent, shut down the Siebel Management Server, then install the Fix Pack for Management Server. After you restart Management Server, it automatically reconnects to each instance of Management Agent. Newly patched instances of Management Agent will not be operational until Management Server has also been patched.
To install the Fix Pack for Siebel Management Agent (where Management Agent was installed separately)
1 Stop the Siebel Management Agent service.
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2 In Windows Explorer, navigate to the Siebel image location for version 8.1.1.x, then to the directory where the installer is located. For Siebel Management Agent, navigate to Siebel_Image\Windows\Server\Siebel_Management_Agent, where:
■ Siebel_Image is the directory for your version-specific Siebel installation image, such as D:\Siebel_Install_Image\8.1.1.x.
3 Double-click setup.exe to launch the Siebel Management Agent installer for version 8.1.1.x.
4 Select an instance of version 8.1.1 or version 8.1.1.x to patch, from the list of detected Siebel installations.
5 Follow all prompts to complete installation of version 8.1.1.x.
6 Restart the Management Agent service.
7 Repeat these steps on each computer with a Siebel Management Agent installation to be patched (where Management Agent was installed separately).
To install the Fix Pack for Siebel Management Server
1 Stop the Siebel Management Server service.
2 In Windows Explorer, navigate to the Siebel image location for version 8.1.1.x, then to the directory where the installer is located. For Siebel Management Server, navigate to Siebel_Image\Windows\Server\Siebel_Management_Server, where:
■ Siebel_Image is the directory for your version-specific Siebel installation image, such as D:\Siebel_Install_Image\8.1.1.x.
3 Double-click setup.exe to launch the Siebel Management Server installer for version 8.1.1.x.
4 Select an instance of version 8.1.1 or version 8.1.1.x to patch, from the list of detected Siebel installations.
5 Follow all prompts to complete installation of version 8.1.1.x.
6 Restart the Management Server service.
7 Repeat these steps on each computer with a Siebel Management Server installation to be patched. (In most deployments, only one instance is installed.)
Installing the Fix Pack for Siebel Mobile Web Client, Siebel Tools, Siebel Sample Database, or Siebel Client Sync on WindowsThis topic is part of “Installing the Siebel Fix Pack on Microsoft Windows” on page 447.
Use the instructions that follow for installing Siebel Fix Pack 8.1.1.x on computers where Siebel Mobile Web Client, Siebel Tools, Siebel Sample Database, or Siebel Client Sync are installed. (Most of the information for Siebel Mobile Web Client also applies to Siebel Developer Web Client.)
NOTE: As of version 8.1.1, the installer programs for Siebel Mobile Web Client and Siebel Tools are based on the Oracle Universal Installer (OUI) framework, and have many differences from installers for previous releases. For a detailed summary of installer changes, see the Siebel Installation Guide for the operating system you are using.
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Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Siebel Fix PackInstallation Instructions
To install the Fix Pack for Siebel Mobile Web Client or Siebel Tools
1 Exit any Siebel software on the client computer where you are installing the Fix Pack.
NOTE: For a Siebel Mobile Web Client using the Siebel QuickStart feature, you must also exit the QuickStart agent, if it is running. To do this, right-click the QuickStart icon in the system tray, then choose Exit. For more information about using Siebel QuickStart with the Mobile Web Client, see the Siebel Installation Guide for the operating system you are using.
2 In Windows Explorer, navigate to the Siebel image location for version 8.1.1.x, then to the directory where the installer is located.
■ For Siebel Mobile Web Client, navigate to Siebel_Image\Windows\Client\Siebel_Web_Client\Disk1\install
■ For Siebel Tools, navigate to Siebel_Image\Windows\Client\Siebel_Tools\Disk1\install
where:
■ Siebel_Image is the directory for your version-specific Siebel installation image, such as D:\Siebel_Install_Image\8.1.1.x.
3 Double-click oui.exe to launch the Siebel client or Siebel Tools installer for version 8.1.1.x.
4 In the dialog box labeled Specify Home Details, select an instance of version 8.1.1 or version 8.1.1.x to patch, from the list of detected Siebel installations.
5 Follow all prompts to complete installation of version 8.1.1.x.
6 Repeat these steps on each computer with an applicable Siebel client or Siebel Tools installation to be patched.
NOTE: The computer may require a restart at the end of the installation.
To install the Fix Pack for Siebel Sample Database
1 Exit any Siebel software on the client computer where you are installing the Fix Pack.
2 Before you install the Fix Pack for the Siebel Sample Database, perform the following steps on the Siebel Mobile Web Client or Siebel Tools computer where you previously installed version 8.1.1 of the Sample Database.
CAUTION: If you do not perform these steps, an error will occur when you try to install the Fix Pack for the Sample Database, and installation will not complete.
a Create a text file called upgrade.txt.
b Add text to this file similar to the following:
INSTALLED : 8.1.1.1 : : Wed Jul 22 02:23:26 MDT 2009
NOTE: The version number should reflect the actual version of the Siebel Fix Pack 8.1.1.x release you are installing.
c Save the file.
d Place a copy of the file in the folder SIEBEL_CLIENT_ROOT or SIEBEL_TOOLS_ROOT, depending on where you originally installed the Sample Database.
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e Make a copy of the file for each installed language, named upgrade_lang.txt, such as upgrade_enu.txt for U.S. English (ENU).
f Place each language-specific copy of the file in the folder SIEBEL_CLIENT_ROOT or SIEBEL_TOOLS_ROOT.
NOTE: If you install a future Siebel Fix Pack 8.1.1.x release for the Mobile Web Client or Siebel Tools, update all applicable upgrade.txt and upgrade_lang.txt files again to reflect the new version number. Do this before you install the new Fix Pack for the Sample Database.
3 In Windows Explorer, navigate to the Siebel image location for version 8.1.1.x, then to the directory where the installer is located. For Siebel Sample Database, navigate to Siebel_Image\Windows\Client\Siebel_Sample Database, where:
■ Siebel_Image is the directory for your version-specific Siebel installation image, such as D:\Siebel_Install_Image\8.1.1.x.
4 Double-click install.exe to launch the Siebel Sample Database client installer for version 8.1.1.x.
5 Select an instance of version 8.1.1 or version 8.1.1.x to patch, from the list of detected Siebel installations.
6 Follow all prompts to complete installation of version 8.1.1.x.
7 Repeat these steps on each computer with an applicable Siebel Sample Database installation to be patched.
NOTE: The computer may require a restart at the end of the installation.
To install the Fix Pack for Siebel Client Sync
1 Exit any Siebel software on the client computer where you are installing the Fix Pack.
2 In Windows Explorer, navigate to the Siebel image location for version 8.1.1.x, then to the directory where the installer is located. For Siebel Client Sync, navigate to Siebel_Image\Windows\Client\Siebel_Client_Sync, where:
■ Siebel_Image is the directory for your version-specific Siebel installation image, such as D:\Siebel_Install_Image\8.1.1.x.
3 Double-click install.exe to launch the Siebel Client Sync client installer for version 8.1.1.x.
4 Select an instance of version 8.1.1 or version 8.1.1.x to patch, from the list of detected Siebel installations.
5 Follow all prompts to complete installation of version 8.1.1.x.
6 Repeat these steps on each computer with an applicable Siebel Client Sync installation to be patched.
NOTE: The computer may require a restart at the end of the installation.
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Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Siebel Fix PackInstallation Instructions
Installing the Siebel Fix Pack on UNIXThis topic is part of “Siebel Fix Pack Installation Instructions” on page 442.
Procedures for installing Siebel Fix Pack 8.1.1.x for products on supported UNIX and Linux platforms are detailed below. Follow these instructions to install each product over the existing base installation for the same product. Perform the steps that apply for the Fix Pack you are installing, in the general sequence presented here.
Before you install the Fix Pack, review all applicable information in “Siebel Fix Pack Installation Overview” on page 442 and “About Installing Siebel Fix Packs” on page 446.
Instructions generally assume that Fix Pack installers are launched in GUI mode. Alternatively, the installers for server-based products can be launched in console or unattended mode. The Fix Pack installation runs silently.
NOTE: Some Siebel Business Applications products can only be installed on Windows, such as Siebel Management Server, Siebel Mobile Web Client, Siebel Tools, or Siebel Client Sync. For more information, see “Installing the Siebel Fix Pack on Microsoft Windows” on page 447.
This topic has the following subtopics:
■ “Installing the Fix Pack for Siebel Enterprise Server on UNIX” on page 453
■ “Installing the Fix Pack for Siebel Web Server Extension on UNIX” on page 454
■ “Installing the Fix Pack for Siebel Management Agent on UNIX” on page 456
Installing the Fix Pack for Siebel Enterprise Server on UNIXThis topic is part of “Installing the Siebel Fix Pack on UNIX” on page 453.
Use the instructions that follow for installing Siebel Fix Pack 8.1.1.x on any computer where a Siebel Enterprise Server component is installed, including Siebel Server, Siebel Gateway Name Server, and Database Configuration Utilities (formerly known as Siebel Database Server).
The Fix Pack installer for Siebel Enterprise Server also patches any instance of Siebel Management Agent that was installed with a Siebel Server you are patching. See also “Installing the Fix Pack for Siebel Management Agent on UNIX” on page 456.
To install the Fix Pack for Siebel Enterprise Server components
1 Stop all running Siebel Servers by running the command stop_server on each applicable server computer. (See Siebel System Administration Guide for details on how to use this command.) Also shut down any running instances of the Siebel Server Manager (srvrmgr).
2 If you are patching an instance of Siebel Management Agent that was previously installed with a Siebel Server, also stop the service for the Management Agent.
3 Unload libraries from the system cache by running the command reset_server all on each applicable server computer. (See Siebel System Administration Guide for details on how to use this command.)
4 Stop the Siebel Gateway Name Server by running the command stop_ns. (See Siebel System Administration Guide for details on how to use this command.)
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 453
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Siebel Fix Pack Installation Instructions
5 (AIX only) Verify that the login ID performing installation has permission to run slibclean by asking the administrator to change the permission as follows:
chmod 6555 /usr/sbin/slibclean
6 (AIX only) Execute slibclean, as follows:
/usr/sbin/slibclean
7 Open a new shell and navigate to the Siebel image location for version 8.1.1.x, then to the directory where the installer is located. For Siebel Enterprise Server, navigate to Siebel_Image/UNIX_OS/Server/Siebel_Enterprise_Server, where:
■ Siebel_Image is the directory for your version-specific Siebel installation image, such as /Siebel_Install_Image/8.1.1.x.
■ UNIX_OS is your UNIX operating system, such as AIX, HPUX (HP-UX), Linux, or Solaris.
8 (For GUI mode) Run setupUNIX_OS to launch the Siebel Enterprise Server installer in GUI mode for version 8.1.1.x, where:
■ UNIX_OS is your UNIX operating system, such as aix (AIX), hp (HP-UX), linux (Linux), or sol (Solaris).
Go to Step 10 on page 454.
9 (For console mode) Enter the following command to launch the Siebel Enterprise Server installer in console mode for version 8.1.1.x:
setupUNIX_OS –is:javaconsole -console
where:
■ UNIX_OS is your UNIX operating system, such as aix (AIX), hp (HP-UX), linux (Linux), or sol (Solaris).
10 Select an instance of version 8.1.1 or version 8.1.1.x to patch, from the list of detected Siebel installations.
11 Follow all prompts to complete installation of version 8.1.1.x.
12 Repeat these steps on each computer with a Siebel Enterprise Server component installation to be patched.
13 Restart all applicable Siebel Business Applications product components at the end of all Fix Pack or other patch release installation for server-based products.
Installing the Fix Pack for Siebel Web Server Extension on UNIXThis topic is part of “Installing the Siebel Fix Pack on UNIX” on page 453.
Use the instructions that follow for installing Siebel Fix Pack 8.1.1.x on any computer where a Siebel Web Server Extension (SWSE) component is installed.
NOTE: Before you install any Fix Pack for SWSE, refer to Siebel System Requirements and Supported Platforms on Oracle Technology Network to verify that the Web server version is correct for the Siebel Business Applications release. If you need to update the Web server, do so before you install the Fix Pack for SWSE.
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R454
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Siebel Fix PackInstallation Instructions
To install the Fix Pack for Siebel Web Server Extension
1 Stop the Web server by running one of the following commands:
■ ompmnctl stopall - for Oracle HTTP Server (on supported Linux platforms)
■ stopapa – for other Apache-based Web servers (on AIX, HP-UX, or supported Linux platforms)
■ stop – for Oracle iPlanet Web Server (on Oracle Solaris)
2 Log on to the server using the Web server owner account.
3 (AIX only) Verify that the login ID performing installation has permission to run slibclean by asking the administrator to change the permission as follows:
chmod 6555 /usr/sbin/slibclean
4 (AIX only) Execute slibclean, as follows:
/usr/sbin/slibclean
5 Open a new shell and navigate to the Siebel image location for version 8.1.1.x, then to the directory where the installer is located. For SWSE, navigate to Siebel_Image/UNIX_OS/Server/Siebel_Web_Server_Extension, where:
■ Siebel_Image is the directory for your version-specific Siebel installation image, such as /Siebel_Install_Image/8.1.1.x.
■ UNIX_OS is your UNIX operating system, such as AIX, HPUX (HP-UX), Linux, or Solaris.
6 (For GUI mode) Run setupUNIX_OS to launch the SWSE installer in GUI mode for version 8.1.1.x, where:
■ UNIX_OS is your UNIX operating system, such as aix (AIX), hp (HP-UX), linux (Linux), or sol (Solaris).
Go to Step 8 on page 455.
7 (For console mode) Enter the following command to launch the SWSE installer in console mode for version 8.1.1.x:
setupUNIX_OS –is:javaconsole -console
where:
■ UNIX_OS is your UNIX operating system, such as aix (AIX), hp (HP-UX), linux (Linux), or sol (Solaris).
8 Select an instance of version 8.1.1 or version 8.1.1.x to patch, from the list of detected Siebel installations.
9 Follow all prompts to complete installation of version 8.1.1.x.
10 Repeat these steps on each computer with an SWSE installation to be patched.
11 Restart the Web server at the end of all Fix Pack or other patch release installation for server-based products.
For more information, see “Postinstallation Task for the Web Server” on page 459.
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Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Siebel Fix Pack Installation Instructions
Installing the Fix Pack for Siebel Management Agent on UNIXThis topic is part of “Installing the Siebel Fix Pack on UNIX” on page 474.
Use the instructions that follow for installing Siebel Fix Pack 8.1.1.x on computers where Siebel Management Agent is installed.
NOTE: Instructions for installing Siebel Management Agent assume that Management Agent was installed separately. If your instances of Management Agent were installed as part of Siebel Server installation, follow the instructions in “Installing the Fix Pack for Siebel Enterprise Server on UNIX” on page 475 instead. See also the Siebel Installation Guide for the operating system you are using.
For information about installing the Fix Pack for Siebel Management Server (which runs on Windows only), see “Installing the Fix Pack for Siebel Management Agent and Siebel Management Server on Windows” on page 471.
When you install a Fix Pack for an instance of Siebel Management Agent, the Siebel Management Server will be unable to connect to it. It is not necessary to shut down the Management Server while you install the Fix Pack for the Management Agents. After you install the Fix Pack for all instances of Management Agent, shut down the Siebel Management Server, then install the Fix Pack for Management Server. After you restart Management Server, it automatically reconnects to each instance of Management Agent. Newly patched instances of Management Agent will not be operational until Management Server has also been patched.
To install the Fix Pack for Siebel Management Agent (where Management Agent was installed separately)
1 Stop the service for the Siebel Management Agent.
2 (AIX only) Verify that the login ID performing installation has permission to run slibclean by asking the administrator to change the permission as follows:
chmod 6555 /usr/sbin/slibclean
3 (AIX only) Execute slibclean, as follows:
/usr/sbin/slibclean
4 Open a new shell and navigate to the Siebel image location for version 8.1.1.x, then to the directory where the installer is located. For Siebel Management Agent, navigate to Siebel_Image/UNIX_OS/Server/Siebel_Management_Agent, where:
■ Siebel_Image is the directory for your version-specific Siebel installation image, such as /Siebel_Install_Image/8.1.1.x.
■ UNIX_OS is your UNIX operating system, such as AIX, HPUX (HP-UX), Linux, or Solaris.
5 (For GUI mode) Run setupUNIX_OS to launch the Siebel Management Agent installer in GUI mode for version 8.1.1.x, where:
■ UNIX_OS is your UNIX operating system, such as aix (AIX), hp (HP-UX), linux (Linux), or sol (Solaris).
Go to Step 7 on page 457.
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Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Siebel Fix PackInstallation Instructions
6 (For console mode) Enter the following command to launch the Siebel Management Agent installer in console mode for version 8.1.1.x:
setupUNIX_OS –is:javaconsole -console
where:
■ UNIX_OS is your UNIX operating system, such as aix (AIX), hp (HP-UX), linux (Linux), or sol (Solaris).
7 Select an instance of version 8.1.1 or version 8.1.1.x to patch, from the list of detected Siebel installations.
8 Follow all prompts to complete installation of version 8.1.1.x.
9 Restart the Management Agent service.
10 Repeat these steps on each computer with a Siebel Management Agent installation to be patched (where Management Agent was installed separately).
Configuring Slipstream Patch InstallationThis topic is part of “Siebel Fix Pack Installation Instructions” on page 442.
Slipstream patch installation is the ability to configure installer behavior so that an installer process (for full installation or Fix Pack installation) automatically invokes one or more patch installations for the same product. The main installation can be performed in applicable installer modes (GUI, console, or unattended mode). The Fix Pack or other patch installation runs silently.
NOTE: As noted in the Siebel Installation Guide for the operating system you are using, slipstream patch installation applies only to installations of server-based Siebel modules. As of version 8.1.1, installers for Siebel client modules are based on Oracle Universal Installer technology (and do not use siebel.ini files) and do not support slipstream patch installation.
Where slipstream patch installation is invoked by a full installation rather than by another patch installation, the patch installation executes after language packs are installed. After all installations are complete, the Siebel Configuration Wizard launches, for applicable products.
As noted in “Siebel Fix Pack Installation Overview” on page 442, slipstream patch installation may apply in multiple installation scenarios. Applicable scenarios for the current product releases include:
■ Full installation plus patch installation. Performing a version 8.1.1 full installation plus a Siebel Fix Pack 8.1.1.x installation. This scenario may optionally also include a Quick Fix release for version 8.1.1.x (where applicable).
■ Multiple patch installations. Performing a Siebel Fix Pack 8.1.1.x installation plus a Quick Fix release for version 8.1.1.x (where applicable).
NOTE: If you are adding languages to an existing version 8.1.1 or 8.1.1.x installation, slipstream installation does not apply for the installation session for installing the languages. However, slipstream installation can be used when subsequently installing Siebel Fix Pack 8.1.1.x and Quick Fix releases. For more information about installing languages, see “About Installing Additional Languages” on page 445.
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Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Siebel Fix Pack Installation Instructions
You configure slipstream patch installation by modifying the base siebel.ini files for each applicable Siebel module in the version 8.1.1 or version 8.1.1.x installation image, according to your install scenario.
The siebel.ini files are also modified in installation scenarios described in the chapter about unattended and console mode installations, in the Siebel Installation Guide for the operating system you are using.
To support slipstream patch installation, where a version 8.1.1 full installation automatically invokes a Siebel Fix Pack 8.1.1.x installation, modify the siebel.ini file for each applicable product for version 8.1.1, as shown below. Examples for setting Execute for different modules follow.
[Slipstream]Install1 = yes
[Install1]Execute = full_path_to_Siebel_product_installer_executableArg = arg_argument
where:
■ full_path_to_Siebel_product_installer_executable is the full path to the installer executable program, located in the installation image for the release that will be installed using slipstream patch installation.
■ arg_argument is the value shown below for the parameter Arg, for a server installation:
Arg = -args PatchInstance=$(SiebelRoot) Slipstream=yes
Examples for Specifying Execute ParameterTo configure slipstream patch installation for Siebel Enterprise Server version 8.1.1.x on AIX, the value for Execute might be as shown below. (The actual path would show the specific Siebel Fix Pack 8.1.1.x version.)
Execute = /Siebel_Image/8.1.1.x/AIX/Server/Siebel_Enterprise_Server/setupaix
To configure slipstream patch installation for Siebel Web Server Extension 8.1.1.x on Windows, the value for Execute might be as shown below:
Execute = D:\Siebel_Image\8.1.1.x\Windows\Server\Siebel_Web_Server_Extension\setup.exe
Configuring Multiple Slipstream InstallationsIf, when installing version 8.1.1, you use slipstream installation to install both version 8.1.1.x and a Quick Fix release for version 8.1.1.x, you must configure multiple entries in the version 8.1.1 siebel.ini files.
To include the Quick Fix release in the slipstream patching sequence, add Install2 = yes under the last entry in the [Slipstream] section, then configure an [Install2] section for the Quick Fix release. Configure the [Install2] section so it resembles the [Install1] section you configured for the Siebel Fix Pack 8.1.1.x, but points to the Quick Fix release instead.
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R458
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Siebel Fix PackInstallation Instructions
Postinstallation Task for the Siebel ServerThis topic is part of “Siebel Fix Pack Installation Instructions” on page 442.
If you are using a security adapter, then you might need to update the value of the CRC parameter after installing Siebel Fix Pack 8.1.1.x. The value must reflect the checksum value applicable to the security adapter library file, such as a DLL file on Windows.
This task may be necessary if you previously determined to use checksum validation for your security adapter deployment, and set the value of the CRC parameter. If a Fix Pack you installed later included an updated security adapter library file, the checksum validation will fail and Siebel Web Clients might not launch, unless the value of the CRC parameter is updated.
For detailed information about this task, see the topic about configuring checksum validation in Siebel Security Guide.
Postinstallation Task for the Web ServerThis topic is part of “Siebel Fix Pack Installation Instructions” on page 442.
The Web server must be restarted after you have finished installing Siebel Fix Pack 8.1.1.x on all server-based components: Siebel Server, Siebel Gateway Name Server, Siebel Web Server Extension (SWSE), and so on.
The restart is required because the Web server must be able to create a folder to contain static files required for the current version of the Siebel application (corresponding to the latest Fix Pack release). This folder is created as SWSE_ROOT/public/lang_code/build_number, where:
■ SWSE_ROOT is the location where the SWSE is installed
■ lang_code is each installed language (such as ENU for U.S. English)
■ build_number is the current build number of the installed Siebel software (the build number comes from the content of the base.txt file on the SWSE installation)
The folder described above and other folders are created on the first SWSE request after installing any Siebel Business Applications release. This folder is populated with static files copied from the Siebel Server directory SIEBSRVR_ROOT/webmaster/siebel_build. The contents of these folders are refreshed each time the Web server restarts, or when an administrator enters a Web update command in the browser. After a build-specific folder is created on the SWSE, folders representing earlier builds are no longer used.
For more information, see the Siebel Installation Guide for the operating system you are using and Siebel Security Guide, both on Siebel Bookshelf.
Failure to restart the Web server after installing the Fix Pack for Siebel Enterprise Server components and for the SWSE means the folders will not be created on the Web server, which causes the Siebel login screens to stop responding.
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Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Siebel Fix Pack Installation Instructions
Postinstallation Tasks for High Interactivity ClientsThis topic is part of “Siebel Fix Pack Installation Instructions” on page 442.
After installing a new version of a Siebel application, including a Siebel Fix Pack, new versions of applicable ActiveX controls for the high interactivity client will be downloaded onto your users’ client computers when they run the Siebel application within the Internet Explorer browser. Alternatively, updated versions of the ActiveX controls you require can be predeployed to the client computers.
This behavior applies to Siebel Web Client (using high interactivity only), Mobile Web Client, and Developer Web Client.
For more information, see the browser configuration chapter in Siebel System Administration Guide.
After a new Siebel software version is installed, Java controls for the high interactivity client will also be downloaded. If caching is enabled, cached versions of these controls may need to be cleared on the client computer. To clear this data, choose Start, then Settings, then Control Panel, and then Java Plug-In. Click the Cache tab, then click Reset.
After a new Siebel software version is installed, is also recommended that users clear their browser cache. To do this in Internet Explorer, choose Tools, then Internet Options, and then choose Delete Files from the General tab.
For the minimum supported version of the Java Runtime Environment, see Siebel System Requirements and Supported Platforms on Oracle Technology Network. The JRE can be downloaded automatically to your computers. As described in 475457.1 (Article ID) on My Oracle Support, some configuration may be required in order to download the correct version.
Postinstallation Task for Supporting Additional LanguagesThis topic is part of “Siebel Fix Pack Installation Instructions” on page 442.
If you are installing an additional language into an existing version 8.1.1.x installation, review the information in this topic in case it applies to you. For more information about adding languages, see “About Installing Additional Languages” on page 445.
Importing Locale-Specific Data into the RepositorySometimes it is necessary to update the text strings held in the repository for a particular language or for multiple languages. These text strings are held in the Symbolic String Model (SSM) table, and appear on-screen as labels for tabs, fields, and so on, across all Siebel Business Applications products.
Updates may be needed either because a string has been incorrectly translated for a particular language, or because installing a patch has caused a new string or message to appear for all languages for which Oracle ships language packs for Siebel Business Applications.
NOTE: These instructions are provided for use with any releases to which they apply, and might not apply for any particular version 8.1.1.x release or any particular language.
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Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Siebel Fix PackInstallation Instructions
The procedure below uses the Locale Management Utility (LMU), which is part of Siebel Tools, to import an LMU file. An LMU file may contain strings in just one language or in multiple languages. When running the Locale Management Utility, you can choose to import only the strings for the languages you are actually using in your installation.
In the procedure below, when you are prompted for the file to import, specify the name of the LMU file provided for the applicable language.
NOTE: Install any applicable Siebel Fix Pack before you run the Locale Management Utility.
For more information about using the Locale Management Utility, see Using Siebel Tools and Siebel Global Deployment Guide.
To import strings and other locale-specific attributes into the repository
1 In Siebel Tools, choose Tools, then Utilities, and then Locale Management.
The Locale Management Utility appears.
2 Select a source language and a target language.
The source language is the language of the locale-specific data in the LMU file you are importing. The target language is the Siebel language into which the strings will be imported.
3 Click the Import tab.
4 Enter the name of the LMU file from which you want to import locale-specific attributes.
You can also use the Browse button to find and select the file.
5 Specify whether you want to mark records in the repository with the Redo flag that have changed since the export occurred.
When the import occurs, the LMU compares the source language records in the repository with the source language records in the import file. If the records in the repository have changed since the export occurred, they are marked with the Redo flag. This flag helps you identify records that may need to be retranslated.
6 Click Import.
7 After finishing, recompile the SRF file and restart the Application Object Manager component on the Siebel Server to see the results.
Uninstalling Siebel Fix PacksThis topic is part of “Siebel Fix Pack Installation Instructions” on page 442.
This topic describes how to uninstall Siebel Fix Pack 8.1.1.x releases for Microsoft Windows and for supported UNIX and Linux platforms.
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Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Siebel Fix Pack Installation Instructions
Generally, a Siebel Fix Pack 8.1.1.x release installed on top of version 8.1.1 (or a prior 8.1.1.x) can be uninstalled. When you uninstall a Fix Pack, you revert to the version 8.1.1 base installation. The uninstaller prompts you whether you want to uninstall just the Fix Pack (and revert to version 8.1.1) or perform a full uninstallation of the installed software.
CAUTION: Separate uninstallation of a Fix Pack is not supported for Siebel Mobile Web Client, Siebel Tools, or Siebel Sample Database. Only the full uninstallation option is possible for these modules.
Fix Pack uninstallation for modules not mentioned here is generally similar to what is described here.
To perform a full uninstallation of a Siebel module, follow the uninstallation instructions provided in the Siebel Installation Guide for the operating system you are using.
This topic contains the following subtopics:
■ “Scenarios for Uninstalling a Siebel Fix Pack” on page 462
■ “Instructions for Uninstalling a Siebel Fix Pack” on page 462
■ “Guidelines and Limitations for Siebel Fix Pack Uninstallation” on page 463
Scenarios for Uninstalling a Siebel Fix PackThis topic is part of “Uninstalling Siebel Fix Packs” on page 461.
In some circumstances, you may need to, or choose to, uninstall a Siebel Fix Pack 8.1.1.x release and revert to the base installation (version 8.1.1). For example:
■ You may decide to uninstall an existing installed Siebel Fix Pack 8.1.1.x release before installing a later Fix Pack. (This is optional.)
■ If issues are encountered in your deployment, you may decide to uninstall an existing installed Siebel Fix Pack 8.1.1.x release and revert to version 8.1.1. Subsequently (where multiple Fix Packs have been released), you may decide to install a lower-level Fix Pack.
CAUTION: If you revert to the version 8.1.1 base installation, change request fixes and new functionality added in any or all Siebel Fix Pack 8.1.1.x releases are no longer available, until an applicable Fix Pack has been installed. You will also need to take steps described later in this topic, under guidelines and limitations. See also “Enhancements and Updates in 8.1.1.x Fix Packs” on page 33 and “Resolved Change Requests” on page 463.
Instructions for Uninstalling a Siebel Fix PackThis topic is part of “Uninstalling Siebel Fix Packs” on page 461.
Follow the instructions below to uninstall the installed Siebel Fix Pack 8.1.1.x release and revert to the version 8.1.1 base installation.
For more information about running uninstaller programs and about uninstalling Siebel base installations, see the Siebel Installation Guide for the operating system you are using.
See also “Enhancements and Updates in 8.1.1.x Fix Packs” on page 33.
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Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
To uninstall the Siebel Fix Pack on Microsoft Windows
1 To uninstall a Fix Pack on Windows, use the Add/Remove Programs utility to run the uninstaller.
NOTE: For applicable server-based modules, You can also invoke the uninstaller by running SIEBEL_ROOT\_uninst\product\uninstaller.exe, where product is one of the following values: ses (for Siebel Enterprise Server components) or eappweb (for SWSE).
2 At the prompt, select Maintenance Release Uninstall.
To uninstall the Siebel Fix Pack on supported UNIX or Linux platforms
1 To uninstall a Fix Pack on UNIX or Linux, run the following command:
$SIEBEL_ROOT/_uninst/product/uninstaller optional_arguments
where:
■ product is one of the following values: ses (for Siebel Enterprise Server components) or eappweb (for SWSE)
■ optional_arguments is one or more valid arguments for the uninstaller. For example, specify -is:javaconsole -console to run in console mode.
2 At the prompt, select Maintenance Release Uninstall.
Guidelines and Limitations for Siebel Fix Pack UninstallationThis topic is part of “Uninstalling Siebel Fix Packs” on page 461.
Note the following guidelines and limitations related to Siebel Fix Pack uninstallation for installed Siebel software:
■ Separate uninstallation of a Fix Pack is not supported for Siebel Mobile Web Client, Siebel Tools, and Siebel Sample Database. Only the full uninstallation option is possible for these modules. (For Siebel Sample Database, this limitation is due to the module being dependent on either Siebel Mobile Web Client or Siebel Tools.)
■ If a Fix Pack installation fails, it is recommended that the administrator attempt to uninstall and then reinstall the Fix Pack. If the uninstaller for the Fix Pack is not available, proceed with reinstalling the Fix Pack. If these steps are omitted, future attempts to uninstall the Fix Pack may fail.
■ If you made any repository or configuration changes related to a Fix Pack you have installed, then, before uninstalling the Fix Pack, the repository or configuration must be restored to the state when the Fix Pack was first installed.
Resolved Change RequestsThe tables in this topic provide lists of resolved change requests that are included in 8.1.1.x Fix Packs. Customers using version 8.1.1 or a prior Siebel Fix Pack 8.1.1.x (where applicable) should install the latest 8.1.1.x Fix Pack.
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Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
Unless specifically noted in these tables, all known anomalies from the base version remain unresolved. A fix introduced in an earlier maintenance release for a given base version will automatically be included in later maintenance releases for that same base version.
NOTE: As noted above, Fix Packs are cumulative. However, the Resolved CR information for each Fix Pack release has been provided in its own table.
For each release, the resolved changes tables include the following columns:
■ Issues Addressed. The description of the issue.
■ Fix Request ID. The tracking number for the fix request associated to the product defect.
■ Change Request ID. The tracking number for the product defect associated with the fix request.
■ Fixed in Version. The version number of the release in which the fix was first introduced.
■ Config Changes. A “Yes” in this column means that in order to incorporate the fix into your Siebel implementation, you must make some configuration changes to your Siebel repository file using Siebel Tools. These configuration changes are described in detail in the linked document.
■ Quick Fix Information. If you have installed a Quick Fix, please review “Quick Fixes Included in 8.1.1.x Fix Packs” on page 11.
This topic contains the following subtopics:
■ “Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack” on page 464
■ “Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack” on page 508
■ “Resolved Change Requests in the Siebel 8.1.1.2 Fix Pack” on page 553
■ “Resolved Change Requests in the Siebel 8.1.1.1 Fix Pack” on page 578
Resolved Change Requests in the Siebel 8.1.1.4 Fix PackThis topic is part of “Resolved Change Requests” on page 463.
Table 16 lists the Change Request that were resolved in the 8.1.1.4 Fix Pack.
Table 16. Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Special Instructions
AnalyticsRTD
ACR 623: IOG Enhancements and Certification with RTD 3.0
12-1YM4H1Q 12-1YM4GZ9 8.1.1.4 Yes, see “Instructions for ACR 623” on page 439.
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R464
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
Call CenterCTI
Within OSES > Advanced Search view, pressing Enter to execute searches does not work
12-1VMB8J9 12-1V418VF 8.1.1.4
Other
When users press Alt F9 (Send Mail Wireless with SMS Template), an activity is created and then deleted
12-1YKOA8M 12-1XVFQ3H 8.1.1.4
Oracle SES CreateIncrementalIndex overwrites feed files
12-1WUJ5UX 12-1WQ5PD9 8.1.1.4
Updates the Smart Answer Admin Tool
12-1Y72XTM 12-1XWEYTD 8.1.1.4
With Siebel Chat, when a chat contains a percentage sign (%), the information after the percentage sign is not sent
12-1Z6EQIH 12-1YOLS71 8.1.1.4
Functionality is not available to set the owner for Created Email Outbound Record to the user who clicked the button
12-1T4H0BC 12-1HE1XTL 8.1.1.4
When users attempt to wrap up a chat using Shift+Alt+W, the chat information is not saved, an error message appears, no picklist information displays for the recipient, and no transcript is attached in an email
12-1VK04GN 12-1VGM2U4 8.1.1.4
When users close a window using the Close (x) icon, the application hangs
12-1VM6ZRB 12-1VE77T9 8.1.1.4
Within OSES, when users click the Search Results link in the Search view, they receive an error message
12-1VR72Q7 12-1VNK8MB 8.1.1.4
Table 16. Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Special Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 465
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
With OSES, Search Result Teasers display garbled characters with the non-enu content of the UI name parameter
12-1XANOHD 12-1X65Y3T 8.1.1.4 Yes, see “Instructions for FR 12-1XANOHD” on page 702.
For outbound requests, when users press F9 to send an email and then navigate to Send HTML emails > Activity Comments, the contents are displaysed without any HTML tags
12-1XYU5LR 12-1XCM26P 8.1.1.4
Users can select separators in Search drop-down lists
12-1Y9ZMQB 12-1XM980D 8.1.1.4
For activities, the Owned By field does not get updated correctly
12-1TH3VYL 12-1SW8N2H 8.1.1.4
The Lookin drop-down list loses selections after consecutive searches on parent categories
12-1Y5LXIO 12-1W7XG6V 8.1.1.4
With OSES, searching does not work with partial values
12-1YJ7WRD 12-1XM987B 8.1.1.4
The All option does not search on Web datasources
12-1Z0MD73 12-1XM986H 8.1.1.4 Yes, see “Instructions for FR 12-1Z0MD73” on page 702.
With Advanced Search, the Modified Between Dates option appears to be caching values between users
12-1Z7DR3K 12-1YAH4TL 8.1.1.4
It is not possible to search using exact phrases
12-1ZAR9M8 12-1Z1KQY9 8.1.1.4
Even after QA0150 has been applied, when users press F9 within the Members List screen, Internet Explorer hangs
12-1ZB8WZG 12-1YOKFU7 8.1.1.4
When users accept incoming chats, Siebel Chat displays the incorrect SR number
12-1ZBPWC2 12-1YAH55T 8.1.1.4
Table 16. Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Special Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R466
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
Comm Media EnergyAssets
Modifying two assets generates a query with full table scan on S_ASSET table.
12-1ZM2V2V 12-1ZFBCAH 8.1.1.4
Connectors/EAIEAI Server Components
Extends the Siebel web services framework to provide an endpoint through Oracle WLS (ACR 543)
12-1XKSPJH 12-1VMAPI0 8.1.1.4
EAI HTTP Transport hangs when SOAP response includes special characters
12-1YR2YDT 12-1YKOJJJ 8.1.1.4
When the EAI Siebel Adapter cache is released, a crash occurs
12-1Y642Q1 12-1Y28AMJ 8.1.1.4
Siebel EAI queries for all existing child records when a new child record is added
12-1XP5RAA 12-1XLAL87 8.1.1.4
EAI Adapter is unable to process child integration components that use the same user key
12-1Y285PL 12-1VMAEWV 8.1.1.4
Users experience performance degradation when using the XML Hierarchy Converter/ DocToHier method to convert XML messages with escaped characters
12-1YDWEYX 12-1Y8J059 8.1.1.4
In version 8.0.0.9, Inbound requests to the EAI Object Manager crash during EAI task logout/cleanup
12-1YFC9TW 12-1XRKKTV 8.1.1.4
Crashes occur when processing large attachments (~115) using EAI
12-1YN3U39 12-1YIQP2P 8.1.1.4
Table 16. Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Special Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 467
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
The "UseFormattedValues" user property for Integration Objects with DTE causes unexpected results
12-1YOKV2S 12-1QPSYL1 8.1.1.4
In version 8.1.1.1. when any Inbound Web Service is used, when the response is greater than 51k, the charset-type is removed from the content-type HTTP header parameter
12-1XQ4SDJ 12-1WXWV2P 8.1.1.4
Other
When EAI Siebel Adapter is used with Query or QueryPage methods, the SBL-DAT-60180 error message appears
12-1ZOZ5CJ 12-1XBND23 8.1.1.4
There is no support for homogeneous hierarchies in the code generator
12-1UI9FGG 12-1GCFOY0 8.1.1.4
After 8.1.1 QF00AA has been applied, problems occur with the cardinality of child products
12-1XOOB5F 12-1XIVKJJ 8.1.1.4
ACR 480: Deduction Totals are not updated when payments are changed under a promotion
12-1ZZ4S3U 12-1V0596T 8.1.1.4
Consumer SectorHandheld
Users are unable to print voided invoices
12-1ZD5KI4 12-1Z3IMD9 8.1.1.4 Yes, see “Instructions for FR 12-1ZD5KI4, FR 12-1YZMU0U, FR 12-1Z04AQ7, and FR 12-1Z04AS3” on page 702.
Table 16. Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Special Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R468
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
In the Consumer Sector Handheld application, with certain records in "FS InvLoc Product", the InstantiateProduct method hangs
12-1N1QA5V 12-1JFQEZ6 8.1.1.4
Provides the Void button functionality for version 8.x that was available in version 7.7 of the application (server)
12-1YZMU0U 12-1YOMS98 8.1.1.4 Yes, see “Instructions for FR 12-1ZD5KI4, FR 12-1YZMU0U, FR 12-1Z04AQ7, and FR 12-1Z04AS3” on page 702.
Provides the Void button functionality for version 8.x that was available in version 7.7 of the application
12-1Z04AQ7 12-1YGT6Q9 8.1.1.4 Yes, see “Instructions for FR 12-1ZD5KI4, FR 12-1YZMU0U, FR 12-1Z04AQ7, and FR 12-1Z04AS3” on page 702.
When users void an invoice that was paid using a credit memo, the amount of the credit memo is not adjusted properly
12-1Z04AS3 12-1YOMS7P 8.1.1.4 Yes, see “Instructions for FR 12-1ZD5KI4, FR 12-1YZMU0U, FR 12-1Z04AQ7, and FR 12-1Z04AS3” on page 702.
Other
Trade Promotions Management Quickstart (ACR 526)
12-1ZVR7XG 12-1ZVR7O5 8.1.1.4 Yes, see “Instructions for ACR 526” on page 362.
Within the Target list applet, the Copy ADL function sometimes does not work properly
12-1T9SFNB 12-1TA9LJD 8.1.1.4
Table 16. Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Special Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 469
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
The following views are missing from Consumer Goods Base options: Catalog Admin Detail View – Products FINS Approval Administration View
12-1Q7K1G9 12-1P0S6GP 8.1.1.4
ACR480 : Improper error messages display when users try to submit funds to themselves for approval
12-1ZZ4SCG 12-1RVOKYD 8.1.1.4
Improves the quality of the error messages for the CHS version of the application
12-1ZZ4SDS 12-1UH86P4 8.1.1.4
Improves the quality of the error messages for the CHS version of the application
12-1ZZ4SF4 12-1UWOE37 8.1.1.4
The Volume Planning Type default value is not set for promotions that do not have plans associated to them.
12-20BQPV1 12-20BQPTP 8.1.1.4
The Warehouse WIthdrawal Units and Forward Buy Units values do not autospread from the promotion level
12-205S6GS 12-204H02Q 8.1.1.4
UOM conversion does not happen for Forward Buy Cases/Units and Warehouse withdrawal cases/units
12-205S6GJ 12-204H021 8.1.1.4
Retail Objectives
With Internet Explorer, when users drill down on an objective target account and then click the Back button, context is lost
12-1XF0XUJ 12-1XF0FX9 8.1.1.4
Route Management
Table 16. Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Special Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R470
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
In the Routes screen, when users highlight all of the records in the Target Accounts tab and click the Commit button, they receive the following error message: "The visit you are creating overlaps with another existing visit" (SBL-CNS-00158)
12-1YDWAOE 12-1K5IH9Q 8.1.1.4
Sales Volume Planning
Performing a Mass Change causes an infinite loop during category aggregation
12-1UFAJ7B 12-1U5SBU1 8.1.1.4
Executing the Mass Change function on Category Baseline records for a subcategory causes the application to hang
12-1YCFLBK 12-1XC7KQR 8.1.1.4
Intra-allocation does not work as expected and drops the remainder value during allocation
12-1YJPBKN 12-1YGUPJV 8.1.1.4
Query Assistant returns all records, regardless of the query conditions
12-1YOMDX9 12-1BV2Y2P 8.1.1.4
Trade Promotions
ACR 358: Accounts are visible in the Funds screen even though the Fund Eligible check box is not selected
12-1ZZ4S5N 12-1K2K8F5 8.1.1.4
ACR 358: When users change the chargeback resolution status to void, they receive an error message that contains no details
12-1ZZ4S6Z 12-1KC4OQB 8.1.1.4
ACR 358: When users copy a deduction that has a resolution record associated with it, they receive an error message
12-1ZZ4S8E 12-1KEJDM8 8.1.1.4
Table 16. Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Special Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 471
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
ACR480: The From and Amount fields are still editible even after a Funds Transfer has been approved
12-1ZZ4S9T 12-1RVOL2V 8.1.1.4
When users attempt to create child and grandchild accounts to fund, they receive the following error message : You have attempted to insert the value for column 'FIXED_MDF_AMT' in table 'S_MDF' twice in the same statement.(SBL-DAT-00418)
12-1ZZ4SB8 12-1JUZ3ZD 8.1.1.4
Customer Order ManagementConfigurator
After users apply 8.1.1 QF00BQ, they receive an error message when they attempt the BeginConfiguration step
12-1ZQWHRQ 12-1ZPH4ZU 8.1.1.4
ACR 502 provides the following Siebel Configurator enhancements:
■ The ability to defer an update within a scripting event to allow multiple attribute change even add/set attribute calls.
■ A new scripting event to get product attribute values.
■ The ability to show/hide UI controls based on user properties and the instance variable values.api method.
12-205G4TZ 12-1LNHQJJ 8.1.1.4 Yes, see “Instructions for ACR 502” on page 345.
An incorrect refresh occurs for user-added business component fields within eCfg-UI in SI mode
12-1X65SFB 12-1VM9GO3 8.1.1.4 Yes, see “Instructions for FR 12-1X65SFB” on page 702.
Table 16. Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Special Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R472
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
If RaiseErrorText is called within an eCfg script like on Cfg_InstInitialize, an error message should appear in the response of the calling webservice
12-1XS1NKP 12-1XO6UN9 8.1.1.4
The ProductConfigurator BeginConfig Load web service gets no response with two or more grandchild products
12-1XYUA5E 12-1XUY3ZF 8.1.1.4
The BeginConfiguration Web Service should return <Excluded>true</Excluded> for component products that violate product constraints and eligibility rules
12-1Y2PFJH 12-1Q7NVMV 8.1.1.4
Within Product Configurator, the Summary tab does not display products that break eligibility rules
12-1Y72XPE 12-1XQ4S1X 8.1.1.4
It is not possible to display an attribute value's language independent code (LIC value) in the product configurator web service response message.
12-1Y902IR 12-1XT16PO 8.1.1.4 Yes, see “Instructions for FR 12-1Y902IR” on page 701.
When a constraint that uses "Constrain conditionally" template fails, the explanation does not contain the proper information
12-1YK7CKM 12-1VR7NH8 8.1.1.4
CfgEval expressions that use "$Cur" in PickSpec UI Properties do not work correctly for three-level product hierarchies
12-1YOJV1Z 12-1XWEWDL 8.1.1.4
The Product Configurator Load operation web service response has an empty <Item/> tag for grandchild records
12-1Z04TNB 12-1Y2PC95 8.1.1.4
Attributes cannot be set using the VBC applet
12-1Z3ZZMT 12-1YZNDJB 8.1.1.4
Table 16. Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Special Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 473
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
When users translate relationships and then step off of the record, the "Specified relationship name already exists, please make sure relationship names are unique (SBL-CFG-00102)" error message occurs
12-1ZM3DNU 12-1Z6VRLF 8.1.1.4
Remote configurator is not working after patch upgrade
12-1ZZMA8H 12-1WYW4B2 8.1.1.4
ACR502 :Summary theme is not coming with products with Quick edit theme with Tabproduct theme
12-1ZZMA9H 12-1VNIMC9 8.1.1.4
ACR502:Explain button is not throwing any error for cardinality violation
12-1ZZMAAJ 12-1VNJNK9 8.1.1.4
eSales
When users select filtered products and click OK, the application crashes
12-1Z6EUT7 12-1Z4YJPX 8.1.1.4
Order Management
Product Promotion does not maintain defaults for products from parent classes
12-1XJD2O9 12-1XIVLVL 8.1.1.4
After QF0E16 has been installed, users receive an error message when validating products
12-1ZA4LHW 12-1YM4QX1 8.1.1.4
Querying in the Promotion popup applet does not work
12-20OTD3P 12-206F3XH 8.1.1.4
There is no filtering capability in the Bulk Order Action component pick applet
12-1TK90K2 12-1SEPT2B 8.1.1.4 Yes, see “Instructions for FR 12-1TK90K2” on page 700.
Inefficient SQL select statements are created during ApplyPromotion
12-1U3KD9O 12-1T2IWYD 8.1.1.4
Table 16. Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Special Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R474
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
When users modify assets, they recieve the SBL-BPR-00183, SBL-BPR-00162, and SBL-ISS-00121 error messages
12-1VM8C3T 12-1VM7S6L 8.1.1.4
Bulk Requests that include the Replace action cause orders to be generated with incorrect action codes
12-1VR61KE 12-1VR26EP 8.1.1.4
UMS UI applet does not refresh/display all buttons
12-1X1B3C6 12-1WUJE2X 8.1.1.4
The Suspend and Resume workflows add unwanted line items
12-1XJDJYH 12-1X5627A 8.1.1.4 Yes, see “Instructions for FR 12-1XJDJYH” on page 700.
Promotion Upgrade does not work as expected with ACR 471
12-1Y4N1FU 12-1XTBN8V 8.1.1.4
Users receive an error message when migrating promotions
12-1YCFL9K 12-1Y0AHAJ 8.1.1.4
With Bulk Orders, selected records are not copied or displayed on the Instances applet
12-1YCXTST 12-1Y3OY73 8.1.1.4
The AutoMatch function incorrectly adds products to orders
12-1YDWCXG 12-1Y63UOX 8.1.1.4
QF00AW on 8.1.1 has changed response for web service AssetManagementComplex QF00BK Un Installation on WIN is not reverting back the dll Time Stamp.
12-1YQ4NCA 12-1YKOYUX 8.1.1.4
When promotions are imported twice, the same price adjustment is created twice for subcomponents with the same data
12-1Z3152J 12-1YFU2BX 8.1.1.4
The SQL Delete of an Attribute from a Class is not removing all support records from the entity relationships diagram.
12-1Z7DBBN 12-1YOKG0B 8.1.1.4
Table 16. Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Special Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 475
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
Promotions Export/Import does not work for Pricing Adjustments at the Component Level
12-1ZD654T 12-1YQ37K5 8.1.1.4
Remote configurator is not working after patch upgrade
12-1ZY61K5 12-1XBNFD5 8.1.1.4
Orders
ACR 499 provides the following enhancements to the Bulk Orders functionality:
■ Bulk Promotion Upgrade and disconnect: Customers can apply promotions to products using bulk requests.
■ Bulk Quotes: Customers can create Bulk Quotes.
■ Agreement and Network Child Types in Action Set: Customers can add Network or Agreement Products in orders or quotes using Bulk Requests.
■ Account Group Specification: Customers can use existing account, contact, or assets lists to create bulk requests.
■ Submit Bulk Orders: Bulk orders can be submitted to the back office in a single click from the Bulk Request screen.
12-1ZUS8XP 12-1ZUS8W7 8.1.1.4 Yes, see “Instructions for ACR 499” on page 292.
Products
When users edit product component relationships, they receive an error message
12-1YJ7WX1 12-1YDFAIF 8.1.1.4
Table 16. Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Special Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R476
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
When products are released for two concurrently logged-in users, the SBL-ISS-00121 error message occurs
12-1X3PGV5 12-1X1SG5R 8.1.1.4
Data QualityCleansing
Service requests, activities, and statements are not moved from a merged member to a surviving member during member merge
12-1UHQ1L9 12-1U5RB3V 8.1.1.4 Yes, see “Instructions for FR 12-1UHQ1L9” on page 699.
Address cleansing returns addresses in single parameters rather than in multiple parameters
12-1ZFCRF7 12-1YOLRSL 8.1.1.4
Deduplication
ACR 475: Incorrect match results occur for accounts and contacts when EAI is used
12-1VNJME1 12-1VNJC3T 8.1.1.4
ACR 475: The batch task does not end when accounts with multiple addresses are inserted using the BDM workflow
12-1VR6B4G 12-1VR2BBP 8.1.1.4
ACR 475: Incorrect matches occur when an address is removed from one country and another country is added
12-1VR6B74 12-1VR3SGC 8.1.1.4
ACR 475: Changing the primary address to a different country does not create the record in the new population
12-1VR6B9Q 12-1VR4QK5 8.1.1.4
ACR475: Changing the primary contact for an account causes an error message to appear
12-1VR6BB1 12-1VR4QM7 8.1.1.4
Table 16. Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Special Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 477
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
When users run the Batch Data Matching workflow to match contact records according to the contact's [last name] field using SAP DQ Server, the first run completes successfully, but the second batch job immediately fails
12-20GLHEH 12-1ZZMR15 8.1.1.4
Other
ACR 475, QF3101: IIR crashes when posting contacts through EAI
12-1VR228F 12-1VNJDR2 8.1.1.4
Provides a parameter to turn off the UCM Data Quality workflows for ACR 437
12-1VM7P1D 12-1VH3RP7 8.1.1.4
QF3103: The synchronizer architecture does not support the MSSQL and DB2 UDB databases
12-1ZE4T14 12-1ZE4SZN 8.1.1.4
QF3104: When Data Decay runtime events are on, associating contacts with accounts causes an error message
12-1ZD61KI 12-1Z6ER6J 8.1.1.4
GeneralActivities
Employee MVG applet data is erased when changing the primary employee
12-1Y9ZLKQ 12-1XHFA1T 8.1.1.4
When an Activity is deleted, under Activity Templates, the Action business component does not refresh
12-1YAYCT1 12-1YAH4YV 8.1.1.4
Cost and Price are not converted on tracker level when the activity comes from an activity plan
12-1XLROYV 12-1IKIU3B 8.1.1.4
Table 16. Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Special Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R478
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
Application Deployment Manager
Field 'XliffFileAutoUpdflg' missing when migrating BIP Report Template Registration ADM Data Type
12-1YOKK0R 12-1YOKGBZ 8.1.1.4
Assignment Manager
Multi-Tier Assignment functionality is missing in Siebel version 7.8 applications
12-1NTJ04W 12-1M4UP57 8.1.1.4
Audit Trail
The Audit Trail does not capture cascade deletes on the HLS Case business component
12-1Y9Z1NN 12-1XSJG29 8.1.1.4
Within the Detail view, the associate information for the object being audited is missing
12-1YOK7PR 12-1YKOK4N 8.1.1.4
Business Rules
When calling Haley Expert Rules knowledge bases, a runtime error (top-level business component not configured) occurs
12-1Y9HL5B 12-1XZBSUD 8.1.1.4
Calendar
Daylight Savings Time (DST) changes do not occur for repeating appointments
12-1N1KSBQ 12-1MAMEI5 8.1.1.4
Double-border appears around meetings on 5-day calendar screen
12-1ZM2UY9 12-1YTS6AX 8.1.1.4
Events (eEvents) appear in backwards chronological order on the monthly event calendar when events cross multiple days
12-1NUHDPR 12-1NKJK2V 8.1.1.4
Within the Participant Availability form applet, the Go button is not translated
12-1PSNEO1 12-1MFY3XO 8.1.1.4
Table 16. Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Special Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 479
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
When creating or editing a calendar item, clearing the "Type" field and then stepping off the record throws an error message, and then the user cannot clear the error message
12-1YKOARK 12-1Y3OYE1 8.1.1.4
The Monthly calendar does not respect the First Day of the Week user property
12-1Z4YXGN 12-1YQ37AZ 8.1.1.4
Correspondence
When generating a correspondence document, the SIEBEL.HTML document contains non-standard spaces that appear incorrect in the generated correspondence document
12-1OK0VKH 12-1OD185U 8.1.1.4
CRM Desktop
The LOV is missing for the Lotus meta data file the "ln_package_res.xml" file
12-1WTKAOZ 12-1WTKAOF 8.1.1.4
Improves the quality of error messages
12-1Y28CO5 12-1WLULD1 8.1.1.4
File System
Large attachments fail to open on Linux with multiple filesystems
12-1XJDI01 12-1WEU3RJ 8.1.1.4
Modified dates of attachments are updated even if the applet runtime property is equal to True in WinXP FAT
12-1YAGYUB 12-1DRKC6T 8.1.1.4
Global/Multilingual LOV
Strings for icons in Russian (RUS) are missing in 8.1.1
12-1YOMKFA 12-1YOLRNV 8.1.1.4
Installation
Table 16. Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Special Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R480
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
The dmutl2.exe file cannot be accessed
12-1YUTSZZ 12-1YUTSZ6 8.1.1.4
Siebel Tools Online Help files were not updated for Siebel 8.1.1
12-1ZV9SEZ 12-1Q35A8A 8.1.1.4
Other
Passing arguments by reference from within a with block in escript in the new ST engine gives incorrect results
12-1VEOXOD 12-1U4I7J7 8.1.1.4
In version 8.0.0.9, there was a conflict between CR 12-1U5V2W5 and CR#12-1RSS5TX that meant that the fix for CR#12-1RSS5TX could not be included in the Fix Pack
12-1XUY70M 12-1XP5AGR 8.1.1.4
When instantiating an excel applicaiton using COMCreateObject in escript with the ST engine turned on, the process does not quit even though the method Application.Quit is called
12-1YFTLB8 12-1XWIYRL 8.1.1.4
The escript method Date.fromSystem() returns the incorrect time in Linux
12-1YN3WIP 12-1XRKKWD 8.1.1.4
Business service escript is allowing the custom method to fall through to C++ code producing an error.
12-1YOOQQR 12-1YAH50J 8.1.1.4
The Thin Client cannot retrieve the entire string contained in a profile attribute
12-1YUWFO2 12-1YOLLSB 8.1.1.4
Calling server script from browser script in a single business service causes an error
12-1Z30P3H 12-1Z1KQM1 8.1.1.4
Creating a new buffer where the input is > 90K causes the application to hang
12-1ZFBL3U 12-1YNLBB5 8.1.1.4
Table 16. Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Special Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 481
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
Business service invocation in the Application_Start event using the old escript engine (the T engine) causes an error
12-1ZJG9IJ 12-1Z3IMBL 8.1.1.4
View Tabs ignore dynamic rules 12-1N1Q7FN 12-1GRZD9P 8.1.1.4
Error messages are not thrown in eaisiebel.js in the EAIExecuteMap()
12-1QJ1VFB 12-1QJ1VZN 8.1.1.4
Script in the WebApplet_PreCanInvokeMethod event can cause memory use to increase
12-1VR236Y 12-1V059J1 8.1.1.4
When an error message is thrown from script in the Application_PreNavigate event, the error text is not shown when navigation to another view is accomplished using the browser's back button or the thread bar
12-1XOOB8H 12-1XIVYP9 8.1.1.4
WebApplet_Load event causes WriteRecord to occur after it completes
12-1ZO0KN8 12-1Y3OXW9 8.1.1.4
Values that follow an ampersand (&) in a URL argument value are truncated
12-1YOOQSY 12-1BDKMON 8.1.1.4
PIM Server Integration
The PIMSI Engine crashes when trying to sync more than 100 users
12-1XTI77K 12-1TK463D 8.1.1.4
The "MultipleEntry" feature does not work as expected
12-1V7F7Y9 12-1TGNL4T 8.1.1.4
Users are unable to sync appointments that were created by non-Exchange users
12-1X8ID6D 12-1VMABYH 8.1.1.4
The user extract start date feature does not work properly
12-1XPNABN 12-1VNJMW6 8.1.1.4
Table 16. Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Special Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R482
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
Outbound appointments are not retried after a failure
12-1XOOA50 12-1VR2GS3 8.1.1.4
The Outlook Add-in does not respect the PIMSI Domain "Category" setting
12-1TYSGWK 12-1TYAXPJ 8.1.1.4
Warnings are incorrectly called errors in the PIMSI Engine log
12-1VM60MM 12-1VM60LR 8.1.1.4
Remote
Database initialization still fails after QF06AH has been installed
12-1YR2YPR 12-1SM2JSV 8.1.1.4
Internet Explorer cannot display web page errors on Vista
12-1Q2N41G 12-1PWMKKV 8.1.1.4
Quick start does not work for non-administrator users on XP and Vista
12-1VKZHLM 12-1VKZHKI 8.1.1.4
Frequent dbxtract, dbinit and synchronization leads to TxnMerger failing on HOR
12-1VM6ZSU 12-1QVMO57 8.1.1.4
ACR 402: Users are unable to log into the Mobile Web Client they have rebooted with Quick Start enabled
12-1VMAK2L 12-1QFPANA 8.1.1.4
Ports QuickStart applications 12-1YOK7QV 12-1X5R8TQ 8.1.1.4 Yes, see “Instructions for FR 12-1YOK7QV” on page 699.
On Vista, with Quick Start enabled, users are unable to log into the Mobile Web Client after they restart a machine
12-1YOK7S3 12-1NZ7889 8.1.1.4
With Quick Start enabled, when the File > Sync DB option is used after rebooting, the Sync Dialog box is not visible
12-1YOK7TT 12-1VKYX0H 8.1.1.4
The Quick Start function does not work on Microsoft Vista
12-1YOK7UR 12-1JNDF6J 8.1.1.4
Table 16. Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Special Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 483
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
During Mobile Web Client synchronization, the SBL-DAT-00369: Error with the connector DLL '<?>' has occurred _SSACreateSqlObj@12 error message occurs
12-1WF6Q84 12-1VDPBPF 8.1.1.4
Reports Server
Errors occur when running reports in SI applications (such as eService, eCustomer)
12-1VNKJIP 12-1V418JR 8.1.1.4
BI Publisher reports show incorrect output when executing a PDQ and refining the query
12-1YK7EER 12-1XIVLOD 8.1.1.4
BI Publisher report Output type not visible due to Read Only View settings
12-1V4JIO9 12-1S1Y205 8.1.1.4
Executing a BI Publisher report in Split Calendar View does not display any data.
12-1VR3YGT 12-1VNJ7BV 8.1.1.4
Reports do not work correctly in disconnected mode
12-1YCG5VU 12-1YCG2PL 8.1.1.4
Siebel Reports Scheduling does not work when the locale date is changed
12-1YFC2CA 12-1XLALJV 8.1.1.4
BI Publisher reports with signature display (LS_RECIPT & LS_SIGNAD) do not display signatures correctly on the mobile client.
12-1YZN89Z 12-1XF0GC9 8.1.1.4 Yes, see “Instructions for FR 12-1YZN89Z” on page 698.
Error when executing BI Publisher report with Oracle database NLS_CHARACTERSET=JA16SJIS
12-1XLRL99 12-1VM6MO5 8.1.1.4
Search
Certifies Oracle Secure Enterprise Search (SES) on the Oracle 11g platform
12-20CQ1B0 12-20CQ19Q 8.1.1.4
Security
Table 16. Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Special Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R484
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
Using AES 256 encryption on 7.8.2.5 SIA causes the Object Manager to crash
12-1N22I4I 12-1J1ZOUE 8.1.1.4
Using email addresses to register new ADSI users will sometimes fail
12-1U0CXTI 12-1TK4UBL 8.1.1.4
Name fields allow scripts to be executed, which permits possible XSS attacks
12-1YAGOEH 12-1WUJGPN 8.1.1.4
The Active Directory "Force password change at next login" feature yields an error message
12-1YOMH3G 12-1YNKWFD 8.1.1.4
Server Infrastructure
It is necessary to recompile the SRF to execute scripts for debugging environment
12-1Y63UTG 12-1U5UGI1 8.1.1.4
SmartScript
After 8.1.1.2 has been installed, SmartScript buttons do not allow keyboard clicks
12-1XB5ZLZ 12-1X65YA7 8.1.1.4
Importing SmartScripts in update mode adds records instead of updating existing records
12-1YDEPAU 12-1Y8J0H7 8.1.1.4
System Operation & Diagnostics
When a cached business service is called by another business service through script, the instance is not correctly reclaimed and upon logout, a runtime error may occur
12-1VASVI5 12-1UX6FPL 8.1.1.4
With the standard SRF, the ePharma ENU application crashes when Siebel 8.1.1.2 is installed
12-1XRKLEH 12-1XRKLDV 8.1.1.4
The Object Manager crashes in version 8.1.1
12-1XUYPKV 12-1XOOC8J 8.1.1.4
Table 16. Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Special Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 485
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
After the AES 256 Encryptor has been enabled, the Siebel Object Manager crashes
12-1XVXX9N 12-1XP5AVL 8.1.1.4
Custom joins to s_audit_item cause the SBL-DBC-00105 error message to appear
12-1U5VBII 12-1U0C8KF 8.1.1.4
"Last Updated Source" and "Last Updated On" are not populated in the UI in the About Record window
12-1VUZHOZ 12-1VUZHM8 8.1.1.4
New servers can not be added to the enterprise.
12-1Y36YRO 12-1Y0AZPB 8.1.1.4
When users log into an Object Manager as SADMIN, navigate to Administration - Server Management > Jobs, run any job, and review SRProc logs, the logs show repeated 'SBL-SVR-01031: Invalid Parameter' error messages whenever a SQL statement has parameters bound to it
12-1YIQJZD 12-1NWCZMB 8.1.1.4
SCBroker crash in 8.1.1.1 on RHL 5.2
12-1YOLTT3 12-1XTIRJJ 8.1.1.4
Task UI
When a transient business component is accessed across two different TBUI views, the application may not function properly
12-1X46YC9 12-1V9U49H 8.1.1.4
When multiple languages are used in TBUI Tasks, even though the language of Task Name can be overriden, this does not work with symbolic strings
12-1X3PH49 12-1X3PPT4 8.1.1.4
Chapter names are not displaying in the user interface for a task
12-1X3PH4Y 12-1X3PQB1 8.1.1.4
Table 16. Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Special Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R486
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
When users step through multiple views in a TBUI Task and then pause the task, the context field in the Inbox may still show the output argument value from a previous task step
12-1ZFBL2R 12-1VJZTJ7 8.1.1.4
Tools/Configuration
Siebel Tools sometimes hangs when applying schema changes (such as a new extension column)
12-1SLL0QL 12-1PEQLIL 8.1.1.4
Functions require an extra leading { in front of the function body to behave properly
12-1XS1M33 12-1MSV4EV 8.1.1.4
After 8.0.0.2 QF0220 has been applied, the Web_Applet_Load events are fired twice each time the user navigates to a view
12-1XUY6Y9 12-1RSS5TX 8.1.1.4
Checkboxes in the first column of list applets do not work correctly
12-1Y63IC7 12-1Y3OY5F 8.1.1.4
After 8.0.0.2 QF0220 has been applied, the Web_Applet_Load events are fired twice each time the user navigates to a view
12-1ZIM652 12-1UIA11Z 8.1.1.4
The Opportunity Form URL Display Applet displays correctly when it is placed in a view, but when it exists as a toggle applet, the system crashes
12-1N1KLVX 12-1KBLS9L 8.1.1.4
Dynamic Applet Toggle moves focus to the bottom applet instead of the parent applet after toggle
12-1WVI20Z 12-1VR32TN 8.1.1.4
Upgrade
Table 16. Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Special Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 487
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
The repository is not in sync with physical implementation after an upgrade to a new database version with LONG support
12-1YVVM4G 12-1W6DOUA 8.1.1.4
There is no Database Configuration Wizard support for the z/Os database in version 8.1.1.3
12-1Y3EOKX 12-1Y37CQ3 8.1.1.4
After users upgrade, revenue history data is missing
12-1YCFLEM 12-1Y3OXVF 8.1.1.4
Workflow
Workflow policies triggered on extension tables do not fire actions
12-1R1VXOW 12-1QBCC09 8.1.1.4
Calling asynchronous workflow processes from scripts causes runtime errors when logging out of the application
12-1Y54SUX 12-1XTIR2L 8.1.1.4
Life SciencesClinical Account Profiles
Within Administration - Clinical (Administração - Clínica) > Protocol List (Lista de protocolos), the title of Cargo is not correct.
12-1ZYN9IP 12-1TK3LHO 8.1.1.4 Yes, see “Instructions for FR 12-1ZYN9IP” on page 697.
Clinical Profiles
Within the Clinical Protocol Regions View, when users click on subtabs (such as Attachments or Contacts), the application refreshes and displays a different Protocol Number value than the one that the users selected
12-1ZUS8M9 12-1VM8M3T 8.1.1.4 Yes, see “1Instructions for FR 12-1ZUS8M9” on page 697.
Table 16. Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Special Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R488
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
Subject Visit Templates does not keep the Required flag set for activities
12-1VM6ZU4 12-1T2ILPP 8.1.1.4
PTCL Region & Site become invisible if the position that is removed from the protocol is the primary at the region or site of that protocol
12-1YFU2M8 12-1YFU2LN 8.1.1.4
List Management
Within Events > Resources > Staff, when users add two records, delete one of the records, and save the remaining record using CTRL+S, an error message displays and the deleted record comes back
12-1Y902JY 12-1WF6IYP 8.1.1.4
Other
Converts the Site Initiation By Site Actuate report (LS_INBSIT) to BI Publisher
12-1P4ORNG 12-1OQUM19 8.1.1.4 Yes, see “Instructions for FR 12-1P4ORNG” on page 696.
BIP report - Telephone and Fax Numbers are not displayed in the expected format
12-1YJ7X13 12-1QCS8LG 8.1.1.4 Yes, see “Instructions for FR 12-1YJ7X13” on page 696.
Payments
The Payments Exception Query button does not work properly
12-1YFTGBH 12-1Y0B1UK 8.1.1.4 Yes, see “Instructions for FR 12-1YFTGBH” on page 695.
Protocol Builder
BIP: Pharma Site Enrollment Status By Protocol - LS_SITENRL
12-1P4ORM0 12-1OQUM7F 8.1.1.4 Yes, see “Instructions for FR 12-1P4ORM0” on page 695.
Table 16. Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Special Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 489
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
Converts the Site Initiation By Protocol Actuate report (LS_INBPRO) to BI Publisher
12-1P4ORMD 12-1OQUM5W 8.1.1.4 Yes, see “Instructions for FR 12-1P4ORMD” on page 693.
Converts the LS Site Initiation By Region Actuate report (LS_INBREG) to BI Publisher
12-1P4ORMQ 12-1OQUM4D 8.1.1.4 Yes, see “Instructions for FR 12-1P4ORMQ” on page 692.
Converts the LS Region Document Tracking Actuate report (LS_TRBREG) to BI Publisher
12-1P4ORN3 12-1OQUM2S 8.1.1.4 Yes, see “Instructions for FR 12-1P4ORN3” on page 692.
BI Publisher reports are unavailable for the LS Protocol Document Tracking Actuate report (LS_TRBPRO) to BI Publisher.
12-1P4ORNT 12-1OQULZQ 8.1.1.4 Yes, see “Instructions for FR 12-1P4ORNT” on page 691.
Non-applicable visits do not get deleted when the SVT version is changed
12-1UI92I9 12-1TK4CFP 8.1.1.4
Position Rolldown shows the error message: Error SBL-BPR-00162 fo 'EAI Siebel Adapter'.
12-1Z5203P 12-1R7MY7D 8.1.1.4
LoyaltyLoyalty Customer Portal
When transactions are moved between members, accrual records are not moved
12-1Z3ZZO2 12-1TLCZVH 8.1.1.4 Yes, see “Instructions for FR 12-1Z3ZZO2” on page 690.
Loyalty Engine
The LoyaltyEngineInteractive Object Manager has a memory leak of around 88 KB
12-1WB4GPH 12-1VI06M8 8.1.1.4
Table 16. Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Special Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R490
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
The LoyaltyEngineRealtime Object Manager has a memory leak of around 240KB
12-1WB4GPV 12-1VI06I9 8.1.1.4
The Loyalty Interactive Engine crashes while processing redemption transactions
12-1XKTALR 12-1XLAL2N 8.1.1.4
During transaction processing, the number of open SQL cursors starts increasing rapidly and reaches the maximum number possible
12-1YFC6E8 12-1SW8L6P 8.1.1.4
When point block optimization is used, the Batch Engine fails while being shut down
12-1YKOEPX 12-1SK5J9J 8.1.1.4
Slow SQL occurs during the Real-Time Loyalty Accrual scenario
12-1VGM3O1 12-1VGM3N7 8.1.1.4
Redemption Cancellation task-based UI performance is slow
12-1Y90J9T 12-1Y6LBZN 8.1.1.4
Enhancement to accrual webservice
12-1YDWAPR 12-1XF0FUR 8.1.1.4
Loyalty Manager
When users query within the Points Balance view, rows appear that should not be displayed
12-1XM93ST 12-1XHDRIJ 8.1.1.4 Yes, see “Instructions for FR 12-1XM93ST” on page 690.
The LOY Member Service Issue > Override pay flag does not allow the Business Service to continue without the credit card details being in the service
12-1VM75R7 12-1VM6N5D 8.1.1.4
The Reissue Voucher task-based UI takes too long to process transactions
12-1XS21JF 12-1XHF9F1 8.1.1.4 Yes, see “Instructions for FR 12-1XS21JF” on page 690.
Table 16. Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Special Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 491
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
The LOY Batch Enrollment Service's MemberUpdate method causes an open query against all of the business components that are used in the service, which results in the queries taking a long time
12-1YJPCOB 12-1YIQQID 8.1.1.4
After two members are merged, the survivor member cannot redeem points from the merged member points
12-1YKOEQV 12-1TUEX22 8.1.1.4 Yes, see “Instructions for FR 12-1YKOEQV” on page 689.
MarketingCampaigns
Campaign repeating tasks may repeat unexpectedly if record contention occurs
12-1TKAALE 12-1THO6QN 8.1.1.4
The system allows users to associate a promoted prospect to a new list
12-1U5U3TC 12-1TDX5HX 8.1.1.4
Campaign launch fails when using an internal list with no prospects
12-1VKZCM4 12-1V4JH1X 8.1.1.4
Queries on My Leads and My Team's Leads views return all leads
12-1W7RMKA 12-1VMCEBF 8.1.1.4
In the Campaign Members view, when users select a prospect and click the Create Opportunity button, they receive an error message
12-1XEJEWF 12-G9NBE5 8.1.1.4
When users chose segments, the user folder offered is always the administrator's rather than the user's
12-1XVXFA2 12-1XIVMBZ 8.1.1.4
User cannot see segments or lists that were created by other users in the same group
12-1YSNB9N 12-1Y9HK6T 8.1.1.4
Table 16. Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Special Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R492
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
On UNIX-based platforms, one contact gets missed during 1st campaign wave assignment
12-1QNF4T7 12-1PZ4R7R 8.1.1.4
Offer Treatments are not copied with Campaign Template is applied
12-1S0YVDC 12-1KTY061 8.1.1.4
When contacts are manually added, Campaign Launch functionality defaults to a null wave number
12-1T03JW2 12-1S5BL5P 8.1.1.4
Email and Web Marketing
Certifies Ektron version 5.2 12-1ZB8X4V 12-1YKOJKX 8.1.1.4
When multiple lists are used, the wrong emails are sent to contacts
12-1XHX8U6 12-1WF6ZG1 8.1.1.4
Trackable URLs are not created correctly if the links include <br. (Solaris-specific issue)
12-1YR9X61 12-1WLUTXP 8.1.1.4
Many temporary files are created in the siebsrvr/TEMP directory when editing mail templates
12-1YNLA4P 12-1O75I6F 8.1.1.4
Events
An error occurs if two users try to confirm an event attendee concurrently
12-1XQ4DQQ 12-1X1RY8J 8.1.1.4
Waitlist count is incremented when the Allow Waitlist flag is set to N
12-1YIQBXE 12-1XZBYDT 8.1.1.4
Users receive an error message when they click quickly on the Invite on Event Registration list
12-1US5UG8 12-1S8Q8RN 8.1.1.4
Add to List button on Contact Category view adds empty record to list
12-1UZ5SCZ 12-1UI8TSH 8.1.1.4
Table 16. Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Special Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 493
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
Waitlist count does not decrease when the participants who are waitlisted are cancelled
12-1VR235E 12-1VH3S01 8.1.1.4
Within eEvents version 8.1.1.1, creating a session takes longer than in previous versions of the application
12-1Y36UO3 12-1XC4GYV 8.1.1.4
Changes to the Event Plan Status field automatically update the event status field
12-1URKHKE 12-1UGQKG7 8.1.1.4
Marketing Server
Campaign load will reject some rows as errors if the same contact is targeted with more than one treatment
12-1UW60OB 12-1UH8JVF 8.1.1.4
The Campaign Load/Campaign Launch process exits if Segmentation Engine does not respond
12-1X5R8D6 12-1VMC65K 8.1.1.4
Other
RTD 3.0: Within the Realtime Details view, the Sync button, Last Sync Date field, and the Need To Sync field should be disabled
12-1YOMJX3 12-1YOMJWJ 8.1.1.4
RTD 3.0: The Campaign field should be required for all RTD offers
12-1YOMN8C 12-1YOMN72 8.1.1.4
RTD 3.0: Stage information should only include enabled offers in the eligible offers group
12-1YOMN6R 12-1YOMN57 8.1.1.4
RTD 3.0: Within the Retention Action view, the Offer Response buttons should not be enabled
12-1YQGG5W 12-1YQGG4M 8.1.1.4
RTD 3.0: Within Call Center, the Offer Details view is not consistent with the display of attributes
12-1YQGG94 12-1YQGG7U 8.1.1.4
Table 16. Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Special Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R494
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
RTD 3.0: The Reason field is not displayed in the Responses screen
12-1YQGGAZ 12-1YQGG9F 8.1.1.4
RTD 3.0: For intelligent offers, the Reason field should not record responses with "tell me more
"12-1YQGGEF 12-1YQGGD5 8.1.1.4
Positions added to the Lead Sales Team MVG are also added to the last saved Lead record
12-1YOWCFE 12-1XF0G9H 8.1.1.4
In Siebel 8.1.1, the My Leads view returns an EOF error message when the owner of a record is changed
12-1ZB8X0J 12-1XC7L43 8.1.1.4
With RTD 3.0, after users import SIF files and compile them, the Contact screen does not display
12-1ZG57E3 12-1ZHAMQF 8.1.1.4
Within the Response screen, when users click the Campaign hyperlink, they receive an error message
12-1ZOZ4CB 12-1ZOZ4A7 8.1.1.4
Within the Retention Action view, when users click the No Thank You button, the application displays a Reason dialog box .
12-1YQZ29F 12-1YQZ267 8.1.1.4
RTD 3.0: Within Decision Center, Offers should be listed as Offers Name
12-1YQGGG0 12-1YQGGEQ 8.1.1.4
Within the List Import tab, importing a large file creates garbage characters
12-1Z04TPQ 12-1Y54UZR 8.1.1.4
Table 16. Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Special Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 495
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
When users click the Reject Lead button, they receive the following error message: The following error occurs : "An end of file error has occurred. Please continue or ask your systems administrator to check your application configuration if the problem persists.(SBL-DAT-00393). The same error message occurs when users click the Retire Lead button.
12-1Z30OQR 12-1WTJXWZ 8.1.1.4
Modifying a lead record overwrites the Lead Rejected Time value
12-1Z30OS2 12-1XOOC39 8.1.1.4
Within List Management > Lists, when users select a row where List Type = "Targeted List", and click Query, the Content field is read-only, but when users cancel the query, select a row that does not have List Type = "Targeted List", and click Query, the Content field is no longer read only and can be edited.
12-1ZYN2ZW 12-1YCFMMF 8.1.1.4
Response forms that are added to the treatment template in default task-based UI tasks are not converted to HTMLwhen they are sent
12-1XHWSY8 12-1XHWSXH 8.1.1.4
Programs
Marketing Object Manager may fail when two users delete a campaign list at the same time
12-1VR268K 12-1VM5KMF 8.1.1.4
Mobile SolutionsHandheld for Windows
Table 16. Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Special Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R496
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
When the Order Signature Capture applet class is CSSFrameFSSign, when users create a new signature and click either the Store or Clear signature button, the following error message occurs: The specialized method ‘StoreSignature' is not supported on Business Component ‘Order Entry - Orders' used by Business Object 'Order Entry (Sales)'.
12-1ZFE3KR 12-1YZND55 8.1.1.4 Yes, see “Instructions for FR 12-1ZFE3KR” on page 688.
Handheld: GetCount TAG from print tagging language delivers wrong value
12-1Z6W895 12-1YOK96H 8.1.1.4
Handheld: GetTotal TAG from print tagging language delivers wrong value
12-1Z6W8AC 12-1YOKK66 8.1.1.4
When users navigate in the Billings screen and use the Signature function, the device freezes
12-1ZFBR93 12-1YOKK4N 8.1.1.4
The Screen drop-down list does not appear on the Samsung Saga device
12-1ZFBLOZ 12-1Z6VW9H 8.1.1.4
Handheld synchronization loops if the compressed siebel.rml.z file on the server is bigger than 250000 bytes (244KB)
12-1ZL9LBT 12-1YOKGG5 8.1.1.4
Other
The Mobile Web Client crashes when script is added to the Docking Service Business Service
12-1Y289R5 12-1K501OP 8.1.1.4
Wireless
Integration of Mobile Sales Assistant to the Siebel On-Premise application (ACR 626)
12-1TXT8U0 12-1RCXQ1N 8.1.1.4 Yes, see “Instructions for ACR 626” on page 439.
Table 16. Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Special Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 497
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
Partner Relationship ManagementOther
If the PRM ANI Utility Service of EAI Workflow is being called in the EAI Object Manager many times (hundreds of thousands of times) repeatedly, the virtual memory of EAI Object Manager increases by about 5 MB for every 10000 times that the service is called
12-1X0BIRS 12-1QTP7PD 8.1.1.4
Public SectorOther
Customers can not access Incidents-related views because of a license-key issue
12-1ZW8OVR 12-1ZW8OV7 8.1.1.4
SalesForecasting
Senior levels in forecasting hierarchy not able to generate forecasts
12-1XVG7QX 12-1XM98B7 8.1.1.4
After users delete a forecast and then drill down on another forecast, they receive the SBL-DAT-00393 "end of file" error message
12-1YN3TX3 12-1YCXQYB 8.1.1.4
Other
The Relationship Hierarchy view allows access to all accounts across all organizations
12-1YOMKPD 12-1T2ILHX 8.1.1.4
The Next arrow for the "Bill To" Relationship Hierarchy Tree Applet does not work
12-1ZL9LEQ 12-1YNLB8N 8.1.1.4
Table 16. Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Special Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R498
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
Territory Management
Geo-Zone-based rules for accounts do not give expected results
12-1U3BTSP 12-1U0C8HX 8.1.1.4 Yes
ServiceOther
If a manager has more than one expense report to be approved, when the manager clicks the approve button for a expense report gets approved and the cursor is moved to the next expense report, if the manager selects On the Last Record Again and clicks the approve button, the manager receives the following error message: "End of file error has occured. Please continue or ask your system administrator to check your application configuration if the problem persists. (SBL-DAT'-00393)".
12-1PQPP5B 12-1PFQSZV 8.1.1.4
The Activity Plan Copy functionality does not work properly after case insensitivity has been implemented
12-1Y37FF1 12-1XZYBNJ 8.1.1.4
Preventive Maintenance
The Preventive Maintenance Engine does not release the database open cursors, which creates a memory leak
12-1QR9B1Y 12-1Q0IVOB 8.1.1.4
Scheduling
GanttChart AX Applet does not work in multilingual environments
12-1RAJ8PX 12-1Q0IVS7 8.1.1.4
Table 16. Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Special Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 499
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
Holiday API Service - IsHoliday() is not working properly when Exceptions are used in the Schedule
12-1V6GM1C 12-1UIBDO9 8.1.1.4
SR broker tasks increase when invoking booking appointments that integrate with Asgnsrvr
12-1Z7DAAJ 12-1YOLS7V 8.1.1.4
Updating an activity does not generate an update in the FS Activity Cache Sync business component
12-1ZFB9X9 12-1YOKGHT 8.1.1.4
Within the Dispatch Board, the Refresh command switches off the cache
12-1ZFBA2F 12-1YJP6FL 8.1.1.4
Siebel E-commerce for CommsMiscellaneous
Child products under a default CP in an upgraded promotion are not shown in the Summary of Changes page
12-1YBWJSS 12-1VCQTQ1 8.1.1.4
Within sales order, the request dates for line items are being saved as the request date minus one
12-1ZOI4IM 12-1ZOI4H7 8.1.1.4
Siebel Self Service CommonMiscellaneous
Users are unable to launch the Self-Service URL
12-1Z3HSYD 12-1YOJTGX 8.1.1.4
With different ship-to information for line items, the MultipleShipto column shows "No' in the Review and Submit page
12-1YBWKB5 12-1V3JPQB 8.1.1.4
Table 16. Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Special Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R500
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
Universal Customer MasterData Management
QF3104: When users unmerge contacts from accounts, the association is not retrieved
12-1ZQWVG8 12-1Z7DQZ9 8.1.1.4
QF3103: The Initial Load process is not available for MSSQL DB Type
12-1YNL8YQ 12-1Y9HZTV 8.1.1.4
ACR 475: When multi-lang is enabled, when users associate a contact to an account through the UI, an error message occurs
12-1ZYNASE 12-1ZNIRZH 8.1.1.4
QF3103: The Initial Load process is not available for IBM DB2 UDB Type
12-1YNL8XJ 12-1Y9HZWG 8.1.1.4
EAI
ACR 437: With EAI, when IsPrimaryMVG is set to Y, records are not updated as primary
12-1VM871M 12-1VH3RYD 8.1.1.4
Integration
The 'UCM Batch Manager' Business Service 'ExecutePropSets' method crashes when querying for an account produces 0 rows
12-1U0AQT7 12-1IBE8WR 8.1.1.4
AIA responses back to the Siebel application return the entire XML to the Siebel UI
12-1Z7UTPT 12-1Z6VRAB 8.1.1.4
Other
ACR 475: When trying to select a DnB Account to export to DRM from UCM, an error message occurs
12-205XKI9 12-205XKGR 8.1.1.4
Table 16. Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Special Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 501
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
ACR 475, Higher Education: The EIM tables are missing some data
12-1U5RGGN 12-1TJMH71 8.1.1.4
ACR 475, Higher Education: There is no text box for the Date of Birth field
12-1U5RGIV 12-1TK3VIM 8.1.1.4
ACR 475, Higher Education: Data cannot be posted in the SOAP UI
12-1U5RGM3 12-1TK4OZF 8.1.1.4
ACR 475, Higher Education: The Phone and Email tabs do not contain a Delete Record button
12-1U5RGQC 12-1TK962G 8.1.1.4
ACR 475, Higher Education: The Country field is missing from the Constituent main view
12-1U5RH22 12-1TPS1E1 8.1.1.4
ACR 475, Higher Education: Email changes are not reflected in Email History for constituents
12-1U5RH34 12-1TUWQ23 8.1.1.4
ACR 475, Higher Education: Phone Number changes are not reflected within Phone History for constituents
12-1U5RH46 12-1TUW8FW 8.1.1.4
ACR 475, Higher Education: The system accepts any phone num type that is sent in from a web service call
12-1U5RH58 12-1TUW8IF 8.1.1.4
ACR 475, Higher Education: Users are unable to enter data in the Personal Address field
12-1U5RIPU 12-1TWTQPT 8.1.1.4
ACR 475, Higher Education: Users are unable to create a record for affiliation
12-1U5RIR3 12-1TWTQRK 8.1.1.4
ACR 475, Higher Education: During BDM, the institution is not populated for the Affiliation integration component
12-1U5RITI 12-1U0A72A 8.1.1.4
Table 16. Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Special Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R502
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
ACR 475, DQ: Synchronizer stops after a few addresses are selected within Accounts and Contacts
12-1VR2CAU 12-1VNJ8DR 8.1.1.4
ACR 475: Data matching does not work for account and contact records posted through EAI
12-1VR5FB1 12-1VNJKCG 8.1.1.4
ACR 475: Users are unable to ipmort WSDLs from the build location
12-1VR5FCC 12-1VNJ8G2 8.1.1.4
ACR 475, QF3101: Sessions are restarted/the Object Manager crashes consistently
12-1VR6B35 12-1VR1NO3 8.1.1.4
ACR 475: Users receive an error message when creating records through the UI
12-1VR6B5T 12-1VR3RJX 8.1.1.4
ACR 475, DQ: Using EAI, the Update and Upsert of address information for contacts does not occur
12-1VR6B8F 12-1VR4VCC 8.1.1.4
ACR 475: Users are unable to post household data through EAI
12-1VR6BCC 12-1VR4VUQ 8.1.1.4
Enhances UCM to provide Data Governance, Data Quality and Usability enhancements (ACR 475)
12-1X1S0L7 12-1TK672L 8.1.1.4 Yes, see “Instructions for ACR 475” on page 231.
QF3105: Within the UCM Account List Applet, when users click the Unmerge button to unmerge a record, the applet does not display any records until the user refreshes the application
12-1ZQWVF9 12-1ZA9UNJ 8.1.1.4
ACR 475: UCM session log off when trying to save changes made in DRM (such as adding a new hierarchy to an existing version)
12-1ZW8S4J 12-1ZW8S1B 8.1.1.4
Table 16. Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Special Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 503
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
ACR 475: The Communication Address User Key is not enforced for data inserted in realtime (UI/WSI)
12-1ZYNARN 12-1Z6WB8N 8.1.1.4
ACR475B: The login for DRM is hard-coded
12-205G5OJ 12-205G5MC 8.1.1.4
ACR 475: Data loss occurs during multi-session scenarios
12-207UHWR 12-207UHVB 8.1.1.4
ACR 475, Higher Education: ID Type Label is missing
12-1U5RGHR 12-1TK3VGV 8.1.1.4
ACR 475, Higher Education: The Street Address field does not contain a MVG
12-1U5RGJZ 12-1TK3VKD 8.1.1.4
ACR 475, Higher Education: The Streeet Address3 and Street Addres4 fields cannot be located
12-1U5RGL1 12-1TK4OXO 8.1.1.4
ACR 475, Higher Education: The Constituent list applet can only display four records at a time
12-1U5RGN5 12-1TK9ENW 8.1.1.4
ACR 475, Higher Education: The columns meant to be flag columns for selecting primary entities are incorrectly named
12-1U5RGO7 12-1TK9B70 8.1.1.4
ACR 475, Higher Education: Affiliate Institute ID is displayed instead of Institution Name
12-1U5RGP9 12-1TK9B1B 8.1.1.4
ACR 475, Higher Education: The External Constituent ID view is not designed correctly
12-1U5RGRE 12-1TKA445 8.1.1.4
ACR 475, Higher Education: The Street Address field and several other filds are not editable
12-1U5RGSI 12-1TKA4GE 8.1.1.4
ACR 475, Higher Education: Importing data to the LOY Profiles and Comm Manager projects fails
12-1U5RGTK 12-1TKA4KE 8.1.1.4
Table 16. Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Special Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R504
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
ACR 475, Higher Education: The Start/End Date columns should be named Effective Start/End Date
12-1U5RGUM 12-1TPS1HM 8.1.1.4
ACR 475, Higher Education: The Class Year field does not have UI-level validations
12-1U5RGVO 12-1TKA9BK 8.1.1.4
ACR 475, Higher Education: Effective Start Date is populated to the current date for ID, Affiliations, Name, and Address
12-1U5RGWQ 12-1TK9ZE3 8.1.1.4
ACR 475: The Constituent Main view design is not in accordance with the design of the rest of the application
12-1U5RGYU 12-1TPS15R 8.1.1.4
ACR 475, Higher Education: Not all fields are editable in the Personal Address Selection applet
12-1U5RGZY 12-1TPS192 8.1.1.4
ACR 475, Higher Education: The textbox sizes are not standard within the Constituent view
12-1U5RH10 12-1TPS1BB 8.1.1.4
ACR 475, Higher Education: The UCM Batch task errors out
12-1U5RIUN 12-1U0AR67 8.1.1.4
ACR475B: When the Hierarchy Name information for an orphan account is changed, the change is not reflected in the UI
12-205G433 12-204Y7UB 8.1.1.4
ACR475B: If the hierarchy contains special characters, an error occurs while trying to launch DRM
12-205G43L 12-205FPWT 8.1.1.4
Enhances UCM to support the Higher Education application (ACR 475A)
12-1U0DSWL 12-1TGO7DJ 8.1.1.4 Yes, see “Instructions for ACR 475” on page 231.
Table 16. Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Special Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 505
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
The Relationship Hierarchy View crashes when the number of records is greater than or equal to the MaxCursorSize and PrefetchSize values
12-1XYCTT8 12-1WXWUIF 8.1.1.4
Publish/Subscribe
ACR 475, Higher Education: Publish fails for constituent data
12-1U5RIS6 12-1U0AEGZ 8.1.1.4
Survivorship
ACR 475: Survivorship is not invoked in transaction manager
12-1VR5FDN 12-1VNKG5Z 8.1.1.4
User InterfaceControls
Within the calculator function, when users press the Enter button, results do not display
12-1XS1MGK 12-1XS1MG0 8.1.1.4
Extra queries are executed when users click the Back and Forward browser buttons
12-1Y731MN 12-1V4JFKL 8.1.1.4
The Display_Applet event causes screens not to display correctly
12-1NMWHFR 12-1MMQK8H 8.1.1.4
Queries with invalid day numbers are accepted
12-1VR3S08 12-1VR3RZJ 8.1.1.4
When an HTML form is attached to a field, an initial save in the field will work, but subsequent attempts to modify the field contents do not work
12-1XBN94Z 12-1WLTVBV 8.1.1.4
History/Back/Refresh
After users click the Back button, applets are displayed as form applets instead of as list applets
12-1VR2ZJV 12-OVT1LK 8.1.1.4
Layout and Rendering
Table 16. Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Special Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R506
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
When personalization is used, form applet field labels do not appear the first time
12-1VHLJA2 12-1UK0QN1 8.1.1.4
When using run-time events and personalization rules to drive toggle applet selection, the first time that the toggle applet displays results in an incomplete display
12-1ZM340L 12-1NVVH71 8.1.1.4
List applets show "hidden" list column when users create a new record
12-1XPMTE7 12-1XC7L61 8.1.1.4
Resizing the screen causes one applet to be painted on top of another
12-1RB0A83 12-1R4A19T 8.1.1.4
Toggle applets become corrupted when a personalization rule is specified
12-1V9U9X3 12-1U5V2W5 8.1.1.4
Navigation
With Internet Explorer 7, when users drill down on a link, the application crashes
12-1YMM6I5 12-1Y54CNH 8.1.1.4
Other
Within Server Reporting, predefined queries that contain umlauts do not perform well
12-1ZARFCK 12-1YO2RKX 8.1.1.4
ACR 600: Three shortcut keys were removed, so the SIF file does not import properly
12-20QA1DI 12-20QA1AR 8.1.1.4
Popups/Pick Lists/MVG/Shuttle
With Auto-hide on, closing an MVG results in a minimized window
12-1XTI9RZ 12-1XRKL8L 8.1.1.4
Toolbars/Menus/Keyboard
Table 16. Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Special Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 507
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
Resolved Change Requests in the Siebel 8.1.1.3 Fix PackThis topic is part of “Resolved Change Requests” on page 463.
Table 17 lists the Change Requests that were resolved in the 8.1.1.3 Fix Pack
Pressing the TAB key causes the focus to jump to the next applet, not the next field
12-1SC970H 12-1HCLBH7 8.1.1.4
Screen menus stop working after MVG operations are cancelled
12-1YOKUKR 12-1YOKG15 8.1.1.4
Web ServiceOther
The Siebel application expires the session token when SiebelSessionTimeOut value is less than the SessionTokenTimeout value
12-20M5KBU 12-20M5KB3 8.1.1.4
Table 17. Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Configuration Changes
Call CenterCTI
After 7.8.2.3 QFJ316 has been applied, CTI toolbar worker threads loop infinitely
12-1RRBR7O 12-1REPWYN 8.1.1.3
The Communications toolbar freezes if it receives an HTTP message that contains no content after a push connection request
12-1S0YVAJ 12-1RXY8FA 8.1.1.3
Table 16. Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Special Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R508
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
A crash occurs with SCCObjMgr_enu on use of invoking method for invoking a command on Communication Session Manager (CSM)
12-1VR7RHL 12-1VNKRB3 8.1.1.3
ACR 574: If the application is idle for a few hours, users cannot connect to Smart Answer Server for KB
12-1WMU5BW
12-1WFFM67 8.1.1.3
When users send email using the F9 command, the "To" field is not being populated
12-1XZTJ3V 12-1XSTNYN 8.1.1.3
Other
Searchable fields in the search results view are not being shown
12-1PILI7W 12-1ONVDPT 8.1.1.3
RaiseErrorText in PreLeave prevents SaveUserParameter from working
12-1QGOBD8
12-1PSNSBZ 8.1.1.3
When users query in the All Communications view, the HTML toolbar is displayed
12-1SSCGFN 12-1SPY0IE 8.1.1.3
Users are not able to change a default date for Advanced Search
12-1TUEA6P 12-1SFP9CV 8.1.1.3 Yes, see “Instructions for FR 12-1TUEA6P” on page 718.
Error SBL-SVR-00006 occurs in workflows that call Outbound Communications Manager
12-1U0BJHL 12-1TD6WP5 8.1.1.3
When Search/Find is closed using the "X" button, the application navigates to the login page
12-1U5QXWD
12-1OFLUA5 8.1.1.3
After indexing certain business components for mobile search, the datasource is shown as "buscomp".
12-1UIAGQE 12-1RKLPVN 8.1.1.3
Field values are erased out after users cancel the F9 send mail command
12-1US5UAP 12-1FJKS6A 8.1.1.3
Table 17. Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Configuration Changes
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 509
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
Within the eChannel application, the Find function is not working
12-1UX632W 12-1UGQKS5 8.1.1.3
When users navigate to the All Contacts link > All Contacts view > Contacts view, select a record, and then press Alt+F9 or Ctrl+F9 to send a fax or wireless message, Internet Explorer hangs
12-1VM90QP 12-1T7D4XN 8.1.1.3
When users select and use a Simple Email Template that belongs to a different language, the Web Client caches that language
12-1VMB73K 12-1VHLD1H 8.1.1.3
With service requests that have more than one attachment, when users select a different attachment than the one that is defaulted to and press F9, the application hangs
12-1VNJLI3 12-1VM81EJ 8.1.1.3
ACR 574: Provides Lymba as the Smart Answer Engine
12-1WB70VJ 12-1UI8IN7 8.1.1.3 Yes, see “Instructions for ACR 574” on page 433.
ACR 574: When an inbound email is sent that does not contain a matching string, the customer does not receive an acknowledgement email
12-1WB70WQ
12-1VR6FWO 8.1.1.3
ACR 574: Provides a Refresh button on the Administration Catalog screen to allow users to synchronize the catalog
12-1WB70Z8 12-1VMJW4R 8.1.1.3
ACR 574: Enables error-handling and logging in Siebel Smart Answer Connector
12-1WB710H 12-1VNJJXN 8.1.1.3
ACR 574: Users cannot send the Catalog Name to the Lymba Adapter with an API call
12-1WEE3SH 12-1VNJJZ2 8.1.1.3
Table 17. Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Configuration Changes
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R510
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
ACR 574: Search Center closes when users click the Smart Answer button
12-1WEE3TP 12-1VNJZ8L 8.1.1.3
ACR 574: Smart Answer: Users are unable to close Search Center using the X icon in certain scenarios
12-1WEE3UU
12-1VNJZ9H 8.1.1.3
ACR 574: Smart Answer: Users are unable to import language XML files into the Knowledgebase catalog within the Siebel application
12-1WEE3VZ 12-1VR398K 8.1.1.3
ACR 574: AutoResponse exits with an error and no autoresponse is sent to the client
12-1WEE3XE 12-1VR4FMB 8.1.1.3
ACR 574: For some instances of the Smart Answer process, file reading fails because of concurrent access
12-1WEE3YJ 12-1VR4V1B 8.1.1.3
ACR 574: The Smart Answer Synchronize button is not translated
12-1WEE3ZV 12-1VR4A7V 8.1.1.3
ACR 574: Auto Response behavior is inconsistent
12-1WEE410 12-1VR3GUN 8.1.1.3
ACR 574: Lymba Smart Answer: The Siebel application does not call the SM component when agents choose Yes or No for feedback
12-1WEE425 12-1VR6QRN 8.1.1.3
With ACR 439 installed and with Internet Explorer as the browser, when users click the Back button within Search Center, and select another search category and execute the search, the results of the previous search still display and users cannot close out
12-1WLTQ3L 12-1VE7EQ3 8.1.1.3
Table 17. Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Configuration Changes
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 511
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
Object Manager crashes when indexing 1,000,000 employee records
12-1WLUWSV
12-1UH87BR 8.1.1.3
ACR 574: If users perform blank summary queries on Service Requests or from Search Center, they recieve the "Smart Answer component unavailable" error message
12-1WMU59O
12-1WCP9WP 8.1.1.3
ACR 574: When Port 1099 is used, Lymba Smart Answer server immediately shuts down with an "unable to connect" exception
12-1WMU5A0
12-1WF73FF 8.1.1.3
ACR 574: When multiple emails are sent or requests are made to Smart Answer with a short time interval, a mutex error occurs in the Smart Answer log, and the Siebel Smart Answer component is not available
12-1WMU5AY
12-1WF77PG 8.1.1.3
Within the eChannel application, Binocular Search does not work
12-1X6DJB3 12-1WTJXYN 8.1.1.3
Within CRM Chat, the Spell Check button does not work
12-1Y36UV1 12-1Y2PWNA 8.1.1.3
Comm Media EnergyOrder Management
Provides support for the OSM Integration and new Order to Activate PIP, and forward-ports MDM for customer and PIM, and Order to Cash enhancements from 8.x to 8.1.1. (ACR 474/AIACOMS 2.5)
12-1UJS4WK 12-1TK6U03 8.1.1.3 Yes, see “Instructions for ACR 474 and ACR 508” on page 160.
Table 17. Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Configuration Changes
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R512
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
Provides support for the OSM Integration and new Order to Activate PIP, and forward-ports MDM for customer and PIM, and Order to Cash enhancements from 8.x to 8.1.1.x (ACR 474/AIACOMS 2.5)
12-1UZ5YMC 12-1UW5DFF 8.1.1.3 Yes, see “Instructions for ACR 474 and ACR 508” on page 160.
Provides Order to Activate and Order to Bill PIP enhancements (ACR 463/AIACOMS 2.4)
12-1RDW596
12-1R3SHD7 8.1.1.3 Yes, see “Instructions for ACR 463” on page 104.
Provides an OSM Integration and the new Order to Activate PIP and forward- ports MDM, PIM, and Order to Cash enhancements from version 8.x to version 8.1.1.x (ACR 474/AIACOMS 2.5.1)
12-1VM9314 12-1VM7OFB 8.1.1.3 Yes, see “Instructions for ACR 474 and ACR 508” on page 160
Supports OSM Integration and the Order to Activate PIP, and forward-ports MDM for customer and PIM, O2C Enhancements from 8.x to 8.1.1.x (ACR 474/AIACOMS 2.5.1)
12-1VR3ZSJ 12-1VR2NH1 8.1.1.3 Yes, see “Instructions for ACR 474 and ACR 508” on page 160
Provides Order to Activate and Order to Bill PIP enhancements (ACR 474/AIACOMS 2.4)
12-1W6062R 12-1R3SHD7 8.1.1.3 Yes, see “Instructions for ACR 463” on page 104.
ACR 474: When users create a Follow On order, an error message displays
12-1X5NNA5 12-1X56KI9 8.1.1.3
ACR 474: Within the Sales Order screen, when users create a sales order and then associate a price list to it, they receive the following error messages: [1] Error invoking service 'Row Set Transformation Toolkit', method 'Conditional Action Transform' at
12-1X5NXC8 12-1X56155 8.1.1.3
Table 17. Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Configuration Changes
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 513
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
ACR 474: Within the Sales Order screen, when users create a new sales order, add a product line item, submit the order, change the status of the line item and order header to Complete, and then click Auto-Asset, they receive error messages.
12-1X5NXEM 12-1X56KGX 8.1.1.3
Enables effective bundling of products necessary in communications, finance, media, and utiltities industries to enhance promotion capabilities for component-level commitment, eligibility in promotion upgrade, asset-based recommendations, and split/merge capabilities of promotions (ACR 500).
12-1XHX8VP 12-1V41SPV 8.1.1.3 Yes, see “Instructions for ACR 500” on page 319.
When users create a new sales order, add a TBO product to the order, click Customize, and then click Done, within Sales Order line items, the Service Start Date field is blank
12-1XTI4WC 12-1X0C24K 8.1.1.3 Yes, see “Instructions for ACR 474 and ACR 508” on page 160.
Promotional discounts for items are not being applied to BRM
12-1Y3OPD3 12-1XSJPP1 8.1.1.3 Yes, see “Instructions for ACR 474 and ACR 508” on page 160.
Customer service representatives can delete root customizable products that have components that have reached the "point of no return" in revised orders
12-1Y36V3X 12-1Y0B1ZJ 8.1.1.3 Yes, see “Instructions for ACR 474 and ACR 508” on page 160.
ACR 474: The bar on the line items view shows a cancelled status
12-1Y3OPDC 12-1XTI4RH 8.1.1.3 Yes, see “Instructions for ACR 474 and ACR 508” on page 160.
Table 17. Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Configuration Changes
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R514
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
ACR 474: Revised orders copy fulfillment status and status context from the base order
12-1Y3OPDM 12-1XTI4OQ 8.1.1.3 Yes, see “Instructions for ACR 474 and ACR 508” on page 160.
When Manual Price Override is updated on a modified order, the action code is not changed to 'Update
'12-1Y6LFEF 12-1XVFMBA 8.1.1.3 Yes, see “Instructions for ACR 474 and ACR 508” on page 160.
Users cannot modify orders to customize a Service Bundle
12-1Y6LFEP 12-1XSJPMM 8.1.1.3 Yes, see “Instructions for ACR 474 and ACR 508” on page 160.
Errors occur when updating the Part# or inserting a record with the Part # field populated in the line
12-1Y6LLL2 12-1Y6LLKD 8.1.1.3 Yes, see “Instructions for ACR 474 and ACR 508” on page 160.
When users modify orders, the Siebel Server crashes
12-1Y6LLLG 12-1XVXEFP 8.1.1.3
ACR 474: Users do not get an error message in the SOAP response when they enter the class release date as DD/MM/YY format
12-1YIQMGO 12-1U0ATEW 8.1.1.3
ACR 474: EAI Data Transformation Engine creates an empty container in the output
12-1YIQMHB 12-1U0BPB9 8.1.1.3
ACR 474: The application crashes when users drill down on a copied order that was created using the CTRL+B shortcut
12-1YK6THT 12-1U089B9 8.1.1.3 Yes, see “Instructions for ACR 474 and ACR 508” on page 160.
Other
Table 17. Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Configuration Changes
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 515
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
ACR 474: Date-time data that is passed in the payload in UTC canonical format (such as '2009-08-14T03:09:01Z') throws the "cannot convert the value to Date-Time" error message
12-1YIQMEE 12-1VR2YCD 8.1.1.3
Connectors/EAIApplication Svc Interface/ASI
EAIHttpRespStatus code is set to the incorrect value on Itanium systems
12-1RXY7ZA 12-1QNEH19 8.1.1.3
EAI Server Components
After 8.0.0.2 QF2207 has been applied, the 'signature' error still occurs with a SWSE timeout
12-1UI8D5R 12-1U5R29R 8.1.1.3
An error occurs during base64 attachment conversion (IntObjPS to XMLDoc)
12-1VNJD5G 12-1UX6FV5 8.1.1.3
MQ Receiver Logs contain unnecessary entries
12-1VR5P25 12-1RAJ0L3 8.1.1.3
Other
Date-time data passed in payloads in UTC canonical format (such as '2009-08-14T03:09:01Z') throws the "cannot convert the value to Date-Time" error message
12-1YOLHXJ 12-1YOLHWR 8.1.1.3 Yes, see “Instructions for FR 12-1YOLHXJ” on page 718.
If a Web service SOAP response contains a character length greater than 100 K, then the Web service errors out
12-1SBR7MX 12-1KXYCJ7 8.1.1.3
EAI HTTP requests should not send BOM in UTF-16 XML with byte endian information in the encoding
12-1U0BRC3 12-1TD6XBN 8.1.1.3
Table 17. Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Configuration Changes
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R516
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
XML Convertor does not correctly convert property names that start with a number
12-1VR4PJL 12-1VNJ4JJ 8.1.1.3
VBC-based CSSFABCVRec class only works for alternate calls
12-1VR4ZV9 12-1VR2PWN 8.1.1.3
EAI Siebel Adapter ignores IC Field Precision and Scale settings
12-1WIYSJ4 12-1VR2PRN 8.1.1.3
EAI UI Date Adapter does not return error messages without error codes
12-1WV14V4 12-1WVI3Q5 8.1.1.3
Consumer SectorHandheld
The Cancel Invoice function does not allow invoices to be marked for deletion/voided
12-1VMB721 12-1VM6HI1 8.1.1.3 Yes, see “Instructions for FR 12-1VMB721 and FR 12-1X0C0IZ” on page 712.
The Book, Cancel, Deliver, Invoice, and List Product buttons are disabled
12-1Y4N2FP 12-1Y4N2E7 8.1.1.3
Other
While processing accrual records, the addition is not correct for the update to the S_MDF_ACCRUAL.REVENUE_AMT field
12-1TPUQPM 12-1TGOA74 8.1.1.3
Customers are not able to void faulty invoices and undo payments and delivery for the faulty invoices
12-1X0C0IZ 12-1VMBL0Z 8.1.1.3 Yes, see “Instructions for FR 12-1VMB721 and FR 12-1X0C0IZ” on page 712
Objectives
Error messages that occur during field validation do not display correctly
12-1WHFTJD 12-1WF6PQV 8.1.1.3
Table 17. Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Configuration Changes
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 517
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
Sales Volume Planning
Category Aggregation Fields are not properly populated prior to aggregation
12-1NQ7VRQ
12-1KGMH5V 8.1.1.3 Yes, see “Instructions for FR 12-1NQ7VRO” on page 711.
Export functionality on CG SVP Catalog Category Product results in error-SBL-UIF-00146
12-1VK07NT 12-1U09RY5 8.1.1.3
Trade Promotions
ACR 480: Within Corporate Promotions, the Apply Updates function pushes products to the wrong category
12-1XCMB0W
12-1VR4BZH 8.1.1.3 Yes, see “Instructions for FR 12-1XCMB0W” on page 711.
Customer Order ManagementConfigurator
Applying FR 12-1N7B0OP causes action codes to be incorrect
12-1VNJ53G 12-1VM83AX 8.1.1.3
With Asset-Based Ordering enabled, the BeginConfiguration Web service throws an error message when loading quotes from modified assets
12-1WYEK8I 12-1VM6N4J 8.1.1.3
The LineItemICField user property does not work for nested products
12-1XC4G9C 12-1VR66BT 8.1.1.3
Order Management
Enhances the AIA Order-to-Cash PIP to provide the ability to change data on the Siebel Order screen and send the order to E-Business Suite for processing (ACR 508)
12-1UZ5YP2 12-1UW5F8T 8.1.1.3 Yes, see “Instructions for ACR 508” on page 357.
Table 17. Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Configuration Changes
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R518
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
Enhances the AIA Order-to-Cash PIP to provide the ability to change data on the Siebel Order screen and send the order to E-Business Suite for processing (ACR 508)
12-1V2K3L1 12-1V0MXXD 8.1.1.3 Yes, see “Instructions for ACR 508” on page 357.
The default cardinalities of promotion components are not properly enforced for grandchild products
12-1VG4IQP 12-1STC0L5 8.1.1.3
Signal Conditions do not function appropriately
12-1VLO03W 12-1VDPX7V 8.1.1.3
Promotion Product Defect: Conditional Constraint does not resolve properly with Promotion Attribute Domain Filter
12-1VR1Q8I 12-1VNJ20P 8.1.1.3
With Promotions, a default attribute values cause an unresolvable error
12-1VR5DVQ 12-1VNJZD9 8.1.1.3
When a promotion has a modified relationship domain, when users click Verify within a quote, they receive the following error message: "Promotion 'Promo' does not meet the following rules: Promo has special constrain for product 'Prod1'.”
12-1VR4WHT
12-1VM6B55 8.1.1.3
Batch Validate evalutes Attributes with Action Code = Delete, which results in a Batch Validate error message
12-1VR7NMF 12-1VNJ8NI 8.1.1.3
With promotions, there is an issue where the constraint and promotion defintions have contrasting constraints, and users receive an error message
12-1WF6JAZ 12-1WF5ZQH 8.1.1.3
Bulk Orders: Addresses an issue where BatchValidate is not implementing a requires rule.
12-1X0SXWT 12-1VR43FP 8.1.1.3
Table 17. Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Configuration Changes
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 519
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
The SBL-DAT-00500 error message occurs when the VORD CPVE Validation business service is invoked
12-1X5NSWF 12-1WXFOAB 8.1.1.3
Verification of Product Promotions fails the max cardinality rules due to disconnected assets
12-1XT0Z2X 12-1XT180B 8.1.1.3
Upgrade Promotion does not update Action Codes appropriately nor does it upsert components appropriately. This patch address child components that do exist in the destination but not the source promotion
12-1YAH2Q9 12-1RYJL7R 8.1.1.3
Within Promotions, Precision/Scale deficiencies occur in Component-Based Pricing
12-1YCX6CX 12-1XRKKYV 8.1.1.3 Yes, see “Instructions for FR 12-1YCX6CX” on page 710.
Orders
If a CP has lot of rules with required attributes and the attributes are not selected, clicking Verify yields the following error message: Value too long for field 'Return Message' (maximum size 1000).(SBL-DAT-00235)
12-1V7FE0H 12-1UWODHL 8.1.1.3
Users receive an error message when they add a customizable product to an order, customize the order, and then click the Done button
12-1XTBMZ0 12-1XTBMYB 8.1.1.3
Other
Users receive an error message when they upgrade promotions from Service Account Installed Assets
12-1X5NS4E 12-1X47HF9 8.1.1.3
Table 17. Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Configuration Changes
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R520
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
Within Bundled Promotions, defaults via a promotion's cardinality are not enforced for Class Product definitions
12-1X65MC7 12-1X3PH1V 8.1.1.3
Pricer
When users invoke the Pricing Waterfall pick applet, the application hangs
12-1X5NXAL 12-1W6PXXB 8.1.1.3
Sales Catalog
An error occurs when users disconnect a promotion after a component of the promotion has been disconnected
12-1YFTLDP 12-1XB55W9 8.1.1.3
Data QualityDeduplication
In the Polish (PLK) v8.1.1 version of the application, an error occurs while running the SSA Name3 library (n3sgsb)
12-1VGM2UG
12-1UQ61Q1 8.1.1.3
If the Deduplication popup applet is the first popup window for the current session, the browser hangs
12-1VR7B29 12-1TXBDIV 8.1.1.3
Other
Using ISS with Siebel 8.0 results in the SBL-DAT-00381 error message
12-1U0CY1S 12-1STC0TH 8.1.1.3
Financial ServicesOther
Within Claims > Loss Details, the Create Reserves button is disabled in the Coverages list applet
12-1Y5LSOW 12-1Y5LSL2 8.1.1.3
Within Claims> Financials, the New button is disabled in the Payments list applet
12-1Y5W0HO
12-1Y5W0GX 8.1.1.3
Table 17. Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Configuration Changes
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 521
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
GeneralActivities
When users attempt to update the Planned Date and Due Date fields using the Action Business component through workflow processes, the inserted values are not saved to the database
12-1R1BTR7 12-1QJ1W43 8.1.1.3
Application Administration
If users do not have the Siebel administrator privileges/responsibilities for their Contacts and Responsibilities, login fails
12-1XZMHBG
12-1XZMHAN 8.1.1.3
Assignment Manager
ACR 456: Formats of exported and imported files should be the same
12-1TWTYTF 12-1TWTYSQ 8.1.1.3
Audit Trail
The Audit Trail button behaves inconsistently
12-1SPH0YN 12-1S5B2VD 8.1.1.3
The Audit Trail does not work for the "FINS Claims Reserve Code Admin" Business Component
12-1SWPT3X 12-1SD8XW1 8.1.1.3
Audit Trail About Record shows wrong or null data
12-1TK7QD5 12-1T6EFZV 8.1.1.3
When Audit Trail is enabled for a Long or CLOB column in an extension table, the delete operation fails
12-1V7X3WH
12-1V41905 8.1.1.3
Table 17. Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Configuration Changes
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R522
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
Within the Position BC, the audit logs display correct data when the New or Modify functions are invoked for Division, Position, Parent Position, and Position Type, but the logs do not display correct data when Delete is invoked
12-1VBRSC2 12-1VBRSBI 8.1.1.3
Calendar
The Send Email function is unavailable
12-1N1KL71 12-1K4ZTWH 8.1.1.3
Within 7.7x, 7.8.x, 8.0.x, and 8.1.x applications, when users click the Next button (on the right-hand side of the Month picklist) to navigate to the next month, they are directed to the incorrect month.
12-1UMN7BM
12-1UMN79T 8.1.1.3
Toggling applets on the LS Pharma HI Activity Calendar View causes a view refresh
12-1N0KW3X
12-1CANJO7 8.1.1.3
Incorrect background colors on Currency/Calendar popup
12-1N1KBEQ 12-1IU58IV 8.1.1.3
Changes made to Calendar dates are not reflected in Attendee Activities
12-1N1KBVR 12-1EA3KYL 8.1.1.3
The Alarm Manager can be disabled by editing a text field
12-1N1KHWC
12-1GK2GR8 8.1.1.3
For repeating appointments, when users click the Delete This Appointment button, all of the appointments are deleted
12-1N1KLLH 12-1K8JU30 8.1.1.3
When users click the New button in the Calendar applet in the Home Page view, an 'End of File' error is generated
12-1O9NHG3 12-1NJLF4A 8.1.1.3
An appointment created by User A on User B's shared calendar also appears on User A's calendar
12-1P5O1MW
12-1NJLF3J 8.1.1.3
Table 17. Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Configuration Changes
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 523
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
Events that cross a day boundary are not shown on the second day
12-1Q3MZVP 12-1OTU3FT 8.1.1.3
When users change the start/end time for an appointment on a Calendar Detail applet, the selected time is not saved correctly
12-1QU6RIC 12-1QNF2NB 8.1.1.3
Adding employees on Calendar GanttChart AX Applet is ignored by screen navigation
12-1TG5AM6 12-1LPLAB7 8.1.1.3
Users are allowed to set Type=NULL on existing appointments
12-1TK63CO 12-1SF7VWH 8.1.1.3
When users navigate to Site Map > Calendar view and click the New Contact Call or the New Account Call button, the application hangs
12-1U5U0M0 12-1U5U0KT 8.1.1.3
After users create a new call in ePharma version 8.1.1, the call detail fields are greyed out and uneditable
12-1VJZVMV 12-1V418GZ 8.1.1.3
Duplicate records are displayed on calendars in the Brasilia time zone
12-1VM67Y1 12-1THO6TP 8.1.1.3
Within the JPN application, the weekly calendar view is partially cut off
12-1VR7CWB
12-1VR5EY9 8.1.1.3
Within the Portuguese-Brazilian version of the application, the week abbreviations display incorrectly in the calendar popup
12-1VR77QR 12-1VM5K6V 8.1.1.3
Incorrect abbreviation for Saturday in ESN calendar
12-1VR77RQ 12-1VR2PUZ 8.1.1.3
When users add new contacts or employees to the calendar, the application crashes
12-1YM4R1Q 12-1YM4R0X 8.1.1.3
Content Management
Table 17. Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Configuration Changes
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R524
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
When users click the Back button from within a microsite within the eCustomer application, they receive an error message
12-1P5O1KL 12-1I1GBT5 8.1.1.3
Correspondence
Correspondence documents contain additional space characters
12-1T2SVNQ 12-1SJNUGJ 8.1.1.3
CRM Desktop
CRM Desktop: Improves the quality of the 'SBL-DOI-00006' and 'SBL-DOI-00007' error messages
12-1Y27VNT 12-1Y27VMJ 8.1.1.3
CRM Desktop: The text in the "SBL-DOI-00007" error message is not clear
12-1Y28BQJ 12-1XHWPV2 8.1.1.3
The Import button does not work on CRM Desktop Admin Views
12-1VNKOWM
12-1VNKOUR 8.1.1.3
File System
File System cleanup fails with the "Failed to open the iterator" error message
12-1UK14LM 12-1UI9S1Q 8.1.1.3
Installation
In 8.1.1.2, some files related to siebel_sample_database are missing
12-1WR7UFE 12-1WR7UEP 8.1.1.3
Siebel Web Client Patchset 8.1.1.1 PTG language is not applied correctly over 8.1.1 SIA
12-1X663ED 12-1VR46RP 8.1.1.3
Other
Records obtained using the Access drop-down list display in Base mode instead of in Edit mode
12-1SCRGIB 12-1QV5W97 8.1.1.3
Table 17. Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Configuration Changes
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 525
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
COMCreateObject causes error when object instance set to null in eScript with Deduce Types set to True
12-1TJM70N 12-1T12HLZ 8.1.1.3
After 8.0.0.5 QF05AB has been applied, a scripting error occurs when calling a method on a business component
12-1U5UH1R 12-1U5RO9P 8.1.1.3
Comparing disparate data types such as a string to an integer in eScript using the >, <, >=, <=, == logical operators causes the script to exit.
12-1UGZRFB 12-1U0CP53 8.1.1.3
Scripts in the WriteRecord event of attachment business components show inconsistent error message behavior
12-1UW5AWW
12-1U5VHQV 8.1.1.3
When using the business service simulator, if a runtime error occurs when the first method is invoked and then a second business service is invoked, the second business service displays the error invoked by the previous business service
12-1V0ND11 12-1UZMXMX 8.1.1.3
RaiseErrorText in SVB when populated with the Error$ function does not recognize the return from the Error$ function and the error message is not displayed correctly
12-1VCQU0V 12-1V418N3 8.1.1.3
DisableSearch functionality allows searching on fields
12-1VEOXTT 12-1UI8TH3 8.1.1.3
With 8.1.1.1, calling methods in objects scripted in Siebel Visual Basic fails with a runtime error
12-1VH3RGW
12-1VH3RGB 8.1.1.3
Dynamic drilldowns do not work when the value of the drilldown field is changed
12-1VMCEOI 12-1VMCENX 8.1.1.3
Table 17. Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Configuration Changes
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R526
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
The Object Manager crashes when users generate reports using Actuate
12-1VR2MU3 12-1DK2UO8 8.1.1.3
Business services are not found if they are first called in server script, and then called in browser script
12-1VR3RGV 12-1VM7TM9 8.1.1.3
The eScript GetMonth method displays the wrong value on months with 30 days or more
12-1VR6F3U 12-1VR5H23 8.1.1.3
The ToggleTo SWE method causes applet runtime error
12-1WQVBBB
12-1WLTLED 8.1.1.3
The traditional eScript engine has a runtime error when calling business service methods from application object events such as Application_Start
12-1WRMDVP
12-1WF6PMP 8.1.1.3
Scripts that placed in the general declaration sections of business services only fire once instead of running once for each iteration
12-1WU1SDA
12-FH9TL9 8.1.1.3
RaiseErrorText does not pass back Error Code or Error Message to workflow processes or log files
12-1X1AZTH 12-1WV0HS3 8.1.1.3
The script in the Application_Start event is not firing
12-1Y27TNJ 12-1XC7L1L 8.1.1.3
The Data Transformation Engine does not handle error messages for invalid dates
12-1YOLHYY 12-1YOLHXV 8.1.1.3
Personalization
It is not possible to use personalization rules to hide views dynamically in Siebel 8.0
12-1RV70SJ 12-1JJTA87 8.1.1.3
Hiding an applet with Personalization causes a corrupt user interface
12-1VMAFZA 12-1VMAFY3 8.1.1.3
Table 17. Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Configuration Changes
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 527
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
PIM Server Integration
If an attendee is added to an Outlook/Exchange calendar item after the initial sync, the data is not pushed to the Siebel database
12-1VM9ZON
12-1V9UFL1 8.1.1.3
When a non-sync enabled user organizes a meeting and invites a sync-enabled user, and then later moves the meeting time, the meeting time change is not reflected in the Siebel application
12-1SPYM2L 12-1S8Q8A5 8.1.1.3
Allows resizing of the Outlook Add-in Window
12-1UI8PUU 12-1S0YE6N 8.1.1.3
Removes the "ForceAttendeeLowerCase" parameter from the SSSE product
12-1VM60QY 12-1VM60PT 8.1.1.3
After 8.0.0.5 QF0581 has been installed, user-level extract start date functionality does not work
12-1VM8LG0 12-1VH3ELT 8.1.1.3
Only the first contact invited to a meeting is synchronized
12-1VR7GA3 12-1VR6AAV 8.1.1.3
Appointments that start before and end after a Daylight Savings Time transition are not synchronized appropriately
12-1WLU29Y 12-1SG6WNZ 8.1.1.3 Yes, see “Instructions for FR 12-1WLU29Y” on page 710.
If an external organizer invites two users to a meeting, and one accepts, then declines before the second user accepts, a duplicate meeting is created
12-1X8ID8R 12-1VNK3XP 8.1.1.3
Remote
File System cleanup deletes files that are referenced
12-1UQ47CQ 12-1UJQWRB 8.1.1.3
Table 17. Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Configuration Changes
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R528
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
After QF05AB has been applied, when the application is restarted, TxnProc starts reprocessing previously routed transactions
12-1URKHHM
12-1U0AX75 8.1.1.3
The solution to CR# 12-1U0AX75 caused the following issue: when txnproc is restarted it can display the txnproc status as “Rescan: Operations: <num-of-opers>" instead of "Copy: Operations: <num-of-opers>”(the txnproc status value before fix), in certain cases
12-1VNK25W
12-1VNIMYR 8.1.1.3
The ScanAPI.dll fails to load error messages on the Motorola SYMBOL scanner
12-1WFVVYB 12-1VR6T39 8.1.1.3
After Siebel 8 Web Client has been installed on an XP machine, the machine hangs for five minutes
12-1WLUUYX 12-1U5R7RT 8.1.1.3
Transaction Processor becomes slow when it processes large set-based transactions logged by EIM
12-1WYEWYD
12-1T2IN2L 8.1.1.3
Reports Server
Users are not able to add a sequence number to the Reports applet in View Association
12-1QCSJZ4 12-1QCSJXR 8.1.1.3
Adds default output type to User Preferences > Report Parameters
12-1QG70TR 12-1QG70RX 8.1.1.3
When users run a report, the Applet Search specification is not applied
12-1RDWNBK
12-1Q16OWB 8.1.1.3
Not possible to run multiple language reports on a single object manager
12-1SD8MFS 12-1IERLJL 8.1.1.3
Table 17. Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Configuration Changes
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 529
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
The Search Specification field is read-only for the Primary IO in the Report Template Integration Objects view
12-1SG6W3F 12-1PVLXKZ 8.1.1.3 Yes, see “Instructions for FR 12-1SG6W3F” on page 710.
It is not possible to run a BI Publisher report for a current highlighted record or records
12-1SJN8HF 12-1QG70K8 8.1.1.3
Reports are not visible by position in "My Reports" and Reports cannot be shared
12-1SZ541H 12-1PBVOVN 8.1.1.3
Users are unable to upload a updated report template if the template already exists on the BIP Server
12-1TK644R 12-1TCP66H 8.1.1.3
With parameterized reports, when users do not select a report output type in the Parameter applet, they receive an error message
12-1UG999N 12-1UAZJSL 8.1.1.3
Users cannot schedule both Actuate and BI Publisher reports
12-1UIBFZN 12-1UIBFXT 8.1.1.3
When users schedule a report to run once, it fails if the month is set to 10, 11, or 12
12-1VE7GVE 12-1VE7DPF 8.1.1.3
Integration Object Name does not validate with LOV values
12-1VLO3PN 12-1V7X8ZB 8.1.1.3
When users execute Parent/Child reports from a My...view, the reports display only position-based visibility rather than displaying all child records associated to the parent record (EAI component)
12-1VMA29T 12-1UH87LR 8.1.1.3
When users execute Parent/Child reports from a My...view, the reports display only position-based visibility rather than displaying all child records associated to the parent record (Report component)
12-1VMA2BM
12-1VKHEG7 8.1.1.3
Table 17. Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Configuration Changes
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R530
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
The 'BIP Report Wait Time' parameter has no effect
12-1VMAKQX
12-1QHN64C 8.1.1.3
Modifies the Report Output applet to allow users to query on output type
12-1VNIO88 12-1VNIO6N 8.1.1.3
Allows uers to run multiple language reports on a single Object Manager for XMLP reports
12-1VWTRVD
12-1VWTRU1 8.1.1.3
When more than one report is executed in the same session, only the first report is displayed
12-1WCP9GB
12-1VR5SGX 8.1.1.3
Enables query and delete on additional fields in the Purge Reports view
12-1WHOAH7
12-1QD9UWH 8.1.1.3
BI Publisher views are not displayed based on the Siebel user language defaults or Object Manager language/location
12-1WUJ0OL 12-1WQ5P93 8.1.1.3
It is not possible to perform date calculations in BIP templates unless the date fields are in canonical format
12-1WV0HA1
12-1WV0H8I 8.1.1.3
It is not possible to schedule reports after the Siebel Reports Adapter has been applied
12-1X0BJ1E 12-1X0BIZX 8.1.1.3
Corrects instances of BIP to BI Publisher throughout the interface
12-1X1AJME 12-1P90KAL 8.1.1.3
The XMLP Report Schedule Applet is missing German string values
12-1X1AJS9 12-1VNJS6Z 8.1.1.3
Actuate Report scheduling fails 12-1X1ADBJ 12-1WTJXQV 8.1.1.3
When the BIP Report Wait Time threshold is exceeded, the popup window that displays is not in focus
12-1XANNSX 12-1X3RF25 8.1.1.3
Table 17. Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Configuration Changes
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 531
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
When users set a default value for an LOV parameter in the RTF template, the default value that they set does not appear as the default value in the popup list applet
12-1XIE4NT 12-1X29VEW 8.1.1.3 Yes, see “Instructions for FR 12-1XIE4NT” on page 710.
For non-reporting deployments, sets the system preference ReportEngineType system preference to ACTUATE
12-1XOOCIT 12-1XM9LA9 8.1.1.3
Report Administration screen names display incorrectly
12-1XWFG3I 12-1XWFG1Z 8.1.1.3
Within Administration - BI Publisher, when users click the Generate Sample XML button, an error message appears
12-1YN3MMI 12-1YN3MLR 8.1.1.3
Search
Fields of type DTYPE_PHONE are not searchable
12-1SPY7BZ 12-1S9QMMD 8.1.1.3
Incremental Index jobs crash while creating feed files
12-1XFIDCF 12-1XFIDB5 8.1.1.3
The Administration - Search screen is not accessible
12-1Y90LL6 12-1Y90LJM 8.1.1.3 Yes, see “Instructions for FR 12-1Y90LL6” on page 710.
Security
eService permits users to log in with expired LDAP passwords
12-1TI62O9 12-1T2II25 8.1.1.3
Send Email
When users cancel the F9 Send Mail command, list applets become unresponsive
12-1U93HR1 12-1TSQ0MP 8.1.1.3
Server Infrastructure
The default values of compiler define FD_SETSIZE on Solaris and HP-UX are set too low
12-1O9NH16 12-SNUGZT 8.1.1.3
Table 17. Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Configuration Changes
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R532
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
The 'list stats' and 'list stats for comp SCCObjMgr_enu' srvrmgr commands produce an invalid value-INF-for the CPUTime statistic
12-1RHA25T 12-1QXJF75 8.1.1.3
Business service instances may not be deleted from memory whether the cache flag is set to True (checked) or False (unchecked)
12-1RZIYCN 12-1QZYA5Z 8.1.1.3
Object Mananger exits with an error message when users cancel the send email or fax functions
12-1TH3VV7 12-1MANTCD 8.1.1.3
The SiebelAdmin RoleName parameter cannot be changed using the Server Manager command line command
12-1U08CUZ 12-1U08DIB 8.1.1.3
Siebel Object Managers fail when querying on sessions using the Server Manager UI
12-1VNJ4VA 12-1VMCEHT 8.1.1.3
Server Manager List Tasks command performs slowly
12-1XIQSKH 12-1S9QMWN 8.1.1.3
Siebel Sync
After version 7.7.2.10 has been installed, the Lotus Notes Action button disappears at the second synchronization
12-1X980QT 12-1Q5L7W9 8.1.1.3
SmartScript
ACR 574: Users are not able to import different files using the Smart Answer import button
12-1WB70Y1 12-1VR347X 8.1.1.3
ACR 574: Error message 'SBL-SMA-00153' is not translated into German
12-1WMU59B
12-1VR3957 8.1.1.3
Table 17. Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Configuration Changes
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 533
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
Within Admin - Catalog, when users select the KB category and click the Smart Answer Synchronize button, they receive an error message
12-1XFZXT4 12-1XFZXSB 8.1.1.3
After users click the Next button on the last page of a script, and then click the Finish/Finish Later button, the application crashes
12-1Y72XA6 12-1Y72X9F 8.1.1.3
State Models
State Models with "No Delete" set do not allow UndoRecord and cause an error
12-1SK4YF1 12-1S5B2PJ 8.1.1.3
System Operation & Diagnostics
A Siebel Gateway memory leak occurs with the DataDirect ODBC driver on the AIX platform
12-1UI8B4J 12-1U5V32T 8.1.1.3
Stress-testing Web services on Unix causes communications failures
12-1UK0UG9 12-1TVDWRD 8.1.1.3
The delete confirmation dialog box prompt displays incorrectly
12-1VM9XBG 12-1VM9XAP 8.1.1.3
When the system tries to write log files or FDRs larger than 2GB to the Linux filesystem, a crash occurs
12-1VR55QL 12-1VM6N8P 8.1.1.3
Within the LS Pharma Promotional Items Dropped list applet, when users click Add, no data appears on the popup applet, and the Object Manager crashes
12-1WWY5NH
12-1WF6PLV 8.1.1.3
Task UI
Validation of a Transient Business Component does not function correctly
12-1QFPEOP 12-1PPACL7 8.1.1.3
Table 17. Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Configuration Changes
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R534
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
When users attempt to activate a TBUI task within Siebel Tools when the language is set to JPN, an error may occur to indicate that the value is too long for the current field
12-1VR5WGT
12-1U5VI79 8.1.1.3
After QF4703 has been applied, the Siebel client may hang indefinitely when an invalid account type is entered in a TBUI task
12-1X3PA99 12-1WTJXVV 8.1.1.3
Tools/Configuration
If script that raises an error using RaiseErrorText is placed in the WebApplet_Load event of some applets, the error is not displayed, but the entire script is displayed
12-1QR9AYR 12-1PLG9OF 8.1.1.3
Querying against the "Client - Mobile" business component fails
12-1OEM3OM
12-1NSKPIL 8.1.1.3
The BACKSPACE key does not work in the Association applet
12-1R1VXR7 12-1Q71PG5 8.1.1.3
Attempting to pick a database column for a business component field in 8.0.0.7 causes an SQL error
12-1TK6TMD 12-1TK5I7B 8.1.1.3 Yes, see “Instructions for FR 12-1TK6TMD” on page 709.
External business component joins cause Object Manager errors
12-1U5TVBL 12-1GXKO5H 8.1.1.3
Object Manager crashes when trying to run the ValidateBuscompCalcExprs method
12-1YJP5VU 12-1OQDGRJ 8.1.1.3
Upgrade
ACR 529: Provides a single-step upgrade from Siebel Enterprise Applications to Siebel Industry Applications
12-1T5W181 12-1SW8HKB 8.1.1.3
Table 17. Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Configuration Changes
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 535
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
Web Framework
The ShowPopup method cannot be invoked by a keyboard accelerator
12-1VM6NOB
12-1VH3RNJ 8.1.1.3
Workflow
Workflow Simulator crashes at the LoadInstance (RCOIS BS) step
12-1RKM7V7 12-1ISLMDM 8.1.1.3
Names with spaces get lost when concurrent tasks are run on the same MT Server
12-1SFPEXO 12-1IBWHCH 8.1.1.3
When an exception branch leads to another business service step that handles the error execution does not continue to the End step after the successful completion of the business service step
12-1VM96AX 12-1VCQVAZ 8.1.1.3
Workflow process on the SetFieldValue event are not working correctly
12-1VMA5PJ 12-1VEOU89 8.1.1.3
Submitting orders through workflow processes causes runtime errors, and the orders have to be reset to Pending status in order to be able to be resubmitted
12-1VR3C6W
12-1UI7QYZ 8.1.1.3
After QF0119 has been applied, some steps in workflow processes display errors about steps without providing detailed information about what the error is
12-1WHMZ4P
12-1WA5CGZ 8.1.1.3
After QF0119 has been installed, custom error messages do not display for Stop steps in workflow processes
12-1WHMZ5N
12-1WF6G1R 8.1.1.3
Table 17. Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Configuration Changes
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R536
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
When a workflow is revised and then deployed and activated using the Publish/Activate button, Workflow Process Manager does not recognize the revised version.
12-1WVIPO5 12-1VR789D 8.1.1.3
Runtime error messages contain insufficient information
12-1X8QYGX 12-1X65TKV 8.1.1.3
iHelpOther
In Siebel applications version 8.0, the New button is not highlighted
12-1N1KTE0 12-1L1J856 8.1.1.3 Yes, see “Instructions for FR 12-1N1KTE0” on page 709.
Life SciencesActivity
Samples do not display when using the Inventory field, the Lot # Tracking field, and the Inventory by Lot field
12-1WWY5P4
12-1VR4BT3 8.1.1.3 Yes, see “Instructions for FR 12-1WWY5P4” on page 707.
Created activities do not appear in the calendar
12-1WXFSD8
12-1VR4BVB 8.1.1.3
Clinical Account Profiles
ACR 539: Modified Protocol site addresses in the Siebel application are not getting updated in Oracle Clinical
12-1Y901CQ 12-1Y901B7 8.1.1.3 Yes, see “Instructions for ACR 539” on page 363.
Clinical Manager
Applying an Activity Template across multiple sites does not work properly
12-1VR3QRB 12-1VM8H57 8.1.1.3
Table 17. Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Configuration Changes
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 537
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
ACR 539: When the "LS Clinical -ApplyTemplates Process" workflow is run through Workflow Process Manager, an exception occurs
12-1VUZHHE 12-1VR6AOT 8.1.1.3
ACR 539: Visit Sequence does not get copied over from the Subject visit template
12-1X1S0P0 12-1OOD149 8.1.1.3 Yes, see “Instructions for ACR 539” on page 363.
Clinical Profiles
ACR 539: When the ApplyTemplate workflow is triggered through the UI, refresh does not occur
12-1WB70O1
12-1VR73HT 8.1.1.3 Yes, see “Instructions for ACR 539” on page 363.
ACR 539: Search Center should accept incoming ICDs from Order to Cash and default only when the date is unavailable
12-1X1S02N 12-1X0BGMO 8.1.1.3 Yes, see “Instructions for ACR 539” on page 363.
ACR 539: The Primary Site Address pick applet field accepts arbitrary values
12-1X4OYJB 12-1WF73ZD 8.1.1.3 Yes, see “Instructions for ACR 539” on page 363.
Modifies the Siebel Clinical product to support the Study, Subject, and Visit Synchronization Process Integration Pack for Siebel Clinical and Oracle Clinical. This enhancement also provides a way to accurately track and respond to issues related to site performance and protocol adherence. (ACR 539)
12-1WB70MX
12-1TK4DJP 8.1.1.3 Yes, see “Instructions for ACR 539” on page 363.
The SWI LS Clinical Subject Inbound - Subject" workflow does not work when the <clin:InformedConsentSignedDate></clin:InformedConsentSignedDate> tag does not exist in the WSDL
12-1Y6LNZN 12-1Y54O9K 8.1.1.3 Yes, see “Instructions for ACR 539” on page 363.
Table 17. Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Configuration Changes
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R538
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
ACR 539: Incoming NULL ICDs from Oracle Clinical update valid existing ICDs for subjects in Siebel Clinical
12-1Y6LO7Y 12-1Y54O8F 8.1.1.3 Yes, see “Instructions for ACR 539” on page 363.
ACR 539: The status of subjects still displays as Screened after the enrollment date has been entered
12-1Y8IUF9 12-1Y8IUEI 8.1.1.3 Yes, see “Instructions for ACR 539” on page 363.
eMedEd
Adds electronic medical device reporting to the AECM module (ACR 426).
12-1X0TENB 12-1OJC7XR 8.1.1.3 Yes, see “Instructions for ACR 426” on page 67.
ACR 426: After ACR 426 has been installed and configured, the Transmit button is disabled
12-1Y3OEAS 12-1Y36V4H 8.1.1.3 Yes, see “Instructions for ACR 426” on page 67.
Medical Education
ACR 426: B2 values are not displayed in XML
12-1XF0LI1 12-1R851IL 8.1.1.3 Yes, see “Instructions for ACR 426” on page 67.
Other
ACR 426: The flag for Transmitted-Rejected does not display
12-1S987UE 12-1R8LVJT 8.1.1.3 Yes, see “Instructions for ACR 426” on page 67.
ACR 426: The Reg Report view displays eMDR status for an RR that is not in the eMDR queue yet
12-1U5D3W7
12-1S99GKY 8.1.1.3 Yes, see “Instructions for ACR 426” on page 67.
ACR 426: When existing Regulatory Reports are escalated to the eMDR queue after eMDR has been installed, the Transmission Status & eMDR Status fields for those records is blank
12-1U5D3ZB 12-1SFOTGX 8.1.1.3 Yes, see “Instructions for ACR 426” on page 67.
Table 17. Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Configuration Changes
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 539
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
ACR 426: Phone numbers of manufacturers or distributors do not display in accordance with the XML path given
12-1U5D45C 12-1TBJW6J 8.1.1.3 Yes, see “Instructions for ACR 426” on page 67.
ACR 426: Manufacturer telephone numbers are not displayed in the (xxx) xxx-xxxx format
12-1VNIPV7 12-1VKYUHX 8.1.1.3 Yes, see “Instructions for ACR 426” on page 67.
ACR 426: The FDA Status field is not being updated correctly
12-1VNIQ18 12-1U5TKPH 8.1.1.3 Yes, see “Instructions for ACR 426” on page 67.
ACR 426: Manufacturer telephone numbers entered into the screen are not displayed in the XML
12-1VNIQ4C 12-1U5U51Y 8.1.1.3 Yes, see “Instructions for ACR 426” on page 67.
ACR 426: It is not possible to trace the path for the fields in XML
12-1VNJ2JW 12-1R8M1X4 8.1.1.3 Yes, see “Instructions for ACR 426” on page 67.
Within Site Management > Protocol Site List, when users create a new site record and make it active, and then create a subject, the Screen, Rescreen, and Enroll functions do not work properly
12-1XOOAJ7 12-1XOO8RJ 8.1.1.3
ACR 426: The eMDR LOV is missing and there is a typo within Accepted; LOV Type = LS_MED_RR_TRANS_SUB_STATUS
12-1XF0LCT 12-1R6NTLT 8.1.1.3 Yes, see “Instructions for ACR 426” on page 67.
ACR 426: The F10 values are not found in the path for patient code in the XML, and the F11 values are not present in the XML
12-1XF0LJ2 12-1R9TWH2 8.1.1.3 Yes, see “Instructions for ACR 426” on page 67.
ACR 426: Provides batch files for importing .sif files and seed data for ACR 426 and for ACR 372 as well
12-1XF0LD4 12-1R6NTMI 8.1.1.3 Yes, see “Instructions for ACR 426” on page 67.
Table 17. Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Configuration Changes
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R540
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
ACR 426: When a record is selected in the Siebel application and the FDA sends an acknowledgement, the Transmission status is not updated
12-1XF0LE3 12-1R6NTPL 8.1.1.3 Yes, see “Instructions for ACR 426” on page 67.
ACR 426: The F13 value is not populated in the XML
12-1XF0LG3 12-1R8LVMN 8.1.1.3 Yes, see “Instructions for ACR 426” on page 67.
ACR426: The B1 Code for the AE Drug event type is not displayed in XML
12-1XF0LH2 12-1R8LVO2 8.1.1.3 Yes, see “Instructions for ACR 426” on page 67.
ACR 426: If the Regulatory Report View already contains records of type 3500A, when eMDR patch is applied, the same records cannot be transmitted because the Transmit button is disabled
12-1XF0LL7 12-1S0YLCP 8.1.1.3 Yes, see “Instructions for ACR 426” on page 67.
ACR426: If multiple Concomitant Product codes are selected, the corresponding values are not displayed
12-1XF0LN5 12-1S0YLFX 8.1.1.3 Yes, see “Instructions for ACR 426” on page 67.
Site Management: Users receive an error message when selecting an account to create a new site
12-1XONPTL 12-1XIE5IH 8.1.1.3
Assigning/Autodelete functionality for Team members does not work as expected
12-1YDETC0 12-1XYC96B 8.1.1.3 Yes, see “Instructions for FR 12-1YDETC0” on page 704.
Within Call Activity, when users create a new call, and then click the Add button in the Sample Drop applet, they receive an error message
12-1YJ865O 12-1YIQ3XG 8.1.1.3
Pharma Handheld for Windows
Table 17. Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Configuration Changes
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 541
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
The Busy icon is sometimes not cleared even though the application is ready for the next steps
12-1WXFSAM
12-1V6XL7R 8.1.1.3
Protocol Builder
Users are unable to apply a new subject visit template in order to create subject visits.
12-1TQTU4C 12-1NWCZ7B 8.1.1.3 Yes, see “Instructions for FR 12-1TQTU4C” on page 703.
Regulatory Reports
Adds electronic medical device reporting to the AECM module (ACR 426)
12-1U5D3P7 12-1U0ASU4 8.1.1.3 Yes, see “Instructions for ACR 426” on page 67.
Trip Reports
In the Trip Report Details view, after users select a trip report template, do not update the checklist items, and then try to generate a BI Publisher report, the application yields an error message
12-1VR2857 12-1UIB7XV 8.1.1.3
LoyaltyLoyalty Customer Portal
An error occurs while generating statements for post-paid partners
12-1VR4PXA 12-1VMCEM9 8.1.1.3
Loyalty Engine
When the LOY Batch Enrollment Service is used, cursors are not being released
12-1VM86N5 12-1VM72OT 8.1.1.3
Enrollment Web services fail when the number of concurrent users is above 30
12-1VMA8YH 12-1VE7EH7 8.1.1.3
Accrual Template Validation on using Workflow/EAI Adapter
12-1WAYNKL 12-1VMAEXZ 8.1.1.3
Table 17. Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Configuration Changes
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R542
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
The Loyalty Batch Engine task exits with Error ORA-01000: maximum open cursors exceeded
12-1WF753R 12-1VROIM3 8.1.1.3
Custom Attributes are not recalculated correctly
12-1WLU9WG
12-1WF6P3J 8.1.1.3
There is no user property to control point expiry based on transaction date instead of the processing date
12-1WVIKCQ 12-1WVIKB5 8.1.1.3 Yes, see “Instructions for FR 12-1WVIKCQ” on page 703.
The Redemption Services Get Quote method crashes
12-1X65TII 12-1WXX8FJ 8.1.1.3
Loyalty Manager
The Voucher validity business service does not return a failed verification when a voucher is used or expired
12-1VMBCJG 12-1VMAXQF 8.1.1.3
MarketingCampaigns
Stage Execution fails with the error that the record has been modified by another user
12-1SX7SLV 12-1STTN3F 8.1.1.3
List Import of the Prospect object on Siebel 8.1.1 exhibits a memory leak on the Workflow Process Manager component
12-1VM5JXR 12-1VCQAE7 8.1.1.3
Deleted segments and segment trees are still being used in allocations
12-1VM7HXI 12-1VM7HW1 8.1.1.3
Wave Numbers are not assigned to Control Group records
12-1WUJ5W5
12-1VMC9ID 8.1.1.3 Yes, see “Instructions for FR 12-1WUJ5W5” on page 703.
Campaign launch fails 12-1XSJLCF 12-1XSJLAV 8.1.1.3
Email and Web Marketing
Table 17. Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Configuration Changes
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 543
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
Database cursors left open after launching email campaigns can result in "ORA-1000" errors
12-1OK5WI5 12-1MM7CTD 8.1.1.3
The Test Email feature does not use the delivery profile of the email treatment
12-1VOEV3S 12-1VNJHQ0 8.1.1.3
Saving the HTML template for an email treatment incorrectly modifies links that include the <style> attribute
12-1WF61M1 12-1W4M5S2 8.1.1.3
Saving the HTML template for an email treatment incorrectly modifies links that include target information
12-1WVI96L 12-1W4M5R5 8.1.1.3
Marketing Server
Campaign load rejects some rows as errors if same contact is targeted with more than one treatment
12-1SSCMNU
12-1RVO17F 8.1.1.3
Repeating list import jobs try to repeat with the same start date as previous job
12-1UZ5H5D 12-1UU5KV9 8.1.1.3
List Import Exception Files do not provide business-user-friendly error messages
12-1V6XLVX 12-1UJQNRZ 8.1.1.3
Allocation of internal lists across multiple treatments in a single row yields the wrong results
12-1VHLD6X 12-1V7WVM7 8.1.1.3
Users are unable to create a lead with a prospect using the default Siebel 8.1 LeadService :CreateLead Web
12-1VR2F30 12-1VH3RCZ 8.1.1.3
Token numbers are not generated correctly when Allow Repeated Contacts Within Load is checked
12-1VR3DQV 12-1VMBTV1 8.1.1.3
List Import does not allow you to select an existing mapping
12-1XPMR57 12-1XCM9RR 8.1.1.3
Table 17. Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Configuration Changes
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R544
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
Other
A lead is still associated to a prospect after the prospect is promoted
12-1VM6EMK 12-1VM6ELV 8.1.1.3
The Lead Import process hangs when there are exceptions in the import file
12-1WYVV8E 12-1WYVV7P 8.1.1.3
Mobile SolutionsHandheld for Windows
Handheld PatchAgent fails when UserDefinedLang=Y and the userstr.txt file exists on the PDA device
12-1Q0MF5H 12-1PPAE9M 8.1.1.3
After users perform a Full Sync on the device side, create some transactions, sync, and then select Upload Now, Auto Download Later option, the Siebel Handheld Sync screen signs off with no transaction errors. However, when the device starts to poll the server for the extracted database file, the first polling attempt is successful, but the second polling attempt fails.
12-1RAJ8KY 12-1NG9XVD 8.1.1.3
Handheld, Store-and-Forward messages on the PDA appear only in ENU, regardless of the the Siebel language on the PDA
12-1VM5JWF 12-1VBATI1 8.1.1.3
Handheld: When an activity is created using the calendar, the PreDefault value for the Type field is ignored
12-1VNJY2K 12-1VNJY1R 8.1.1.3
Within Handheld tree applets, occasionally the context gets lost
12-1VR5Q6M 12-1VMBHFJ 8.1.1.3
Table 17. Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Configuration Changes
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 545
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
After the 7.8.2.13 Fix Pack has been applied, there is a problem with calendar display, and the issue applies to version 8.0.x and 8.1.1.x applications as well
12-1WVI1ZR 12-1WQNSKV 8.1.1.3
Handheld with VGA-style resolutions: Users cannot select the time in the Calendar popup window
12-1WXFSBX 12-1VNJH0Z 8.1.1.3
Handheld daily calendar: when users change the month or the year in Date popup window, an exception occurs
12-1WXFSEJ 12-1WCP7ZT 8.1.1.3
With Windows Mobile 6.1.4, the Setting Filters drop-down list does not open during synchronization
12-1X46WK5 12-1X1S03V 8.1.1.3
Tree Applet Recursive functionality does not work
12-1XC6WS4 12-1U5VI4H 8.1.1.3
Parent applets are not being refreshed
12-1XRK5TV 12-1XRK5SR 8.1.1.3
When users perform the SMQ set up for Siebel Service, install the Service application for Handheld, perform the initial sync, navigate to the Activity screen, and create a new activity, the new activity screen opens with old record entries
12-1XS220M 12-1XS21ZV 8.1.1.3
Other
Case Insensitivity and Accent Insensitivity (CIAI) does not work on the local database
12-1Q06NYO 12-1JNWG6G 8.1.1.3
Store-and-Forward Messaging
Handheld, Store-and-Forward messages on the PDA appear only in ENU, regardless of the Siebel language on the PDA
12-1VMBFQI 12-1U5TD5N 8.1.1.3
Table 17. Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Configuration Changes
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R546
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
When QF0682 has been applied, when the Handheld Object Manager is unavailable, SMQ messages are lost
12-1VR24OB 12-1TK9JRL 8.1.1.3
Partner Relationship ManagementPartner Manager
After users register a partner, no records display in the Qualified Partners view
12-1X668T1 12-1WF6FQC 8.1.1.3
Public SectorOther
After an application has been submitted, the Upload button is still enabled
12-1Y5OQS8 12-1Y5MGFN 8.1.1.3
Section 508/Accessibility
ACR 562: Provides Accessibility enhancements for Siebel version 8.1.1.x applications.
For more detailed information about what ACR 562 provides, see “Enhancements and Updates in Version 8.1.1.3” on page 34.
12-1WU188L 12-1W6DOPP 8.1.1.3 Yes, see “Instructions for ACR 562” on page 388.
SalesForecasting
Table 17. Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Configuration Changes
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 547
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
When users apply ACR 448, perform the required configuration changes, log in as SADMIN, create a forecast series, generate it, and then navigate to Site Map > Forecast > Spread Sheet (Summary), it contains only one forecast without a forecast date
12-1S0YV7A 12-1RXL8ET 8.1.1.3
Supports the Spreadsheet view under the Summary tab
12-1S6AJ9P 12-1M5CV1E 8.1.1.3
In the Forecast Series Organization view, if participants are not added, the functionality does not work
12-1XCLVSZ 12-1X3PRS9 8.1.1.3
After QF0215 or QF0173 has been applied, forecast generation takes longer than expected
12-1XRKN34 12-1XRKN1L 8.1.1.3
Opportunities
Numeric and picklist fields temporarily blank out after Siebel 7.7.2.8 has been applied
12-1XIVK5N 12-1JD9K31 8.1.1.3
ServiceContracts
Auto entitlements does not apply the template information to all line items
12-1SZMNL2 12-1RPRACV 8.1.1.3
Other
Within eService > Advanced Search, searching with the All option does not work
12-1VR5LU1 12-1VMAF2Z 8.1.1.3
Within the eSales application > OSES > the Results per Page preference does not work when it is set as 15, 20, or 25
12-1VR7KJC 12-1HWWAY4 8.1.1.3
Table 17. Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Configuration Changes
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R548
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
The hour unit does not work for any start time for the GetElapsed method
12-1X65BT0 12-1WXXADT 8.1.1.3
Preventive Maintenance
The Preventive Maintenance Engine crashes
12-1VBATMM 12-1TAR4ZP 8.1.1.3
Scheduling
The "Load ABS" function does not work correctly right after the Siebel Server service has been restarted
12-1U5RX6U 12-1REV4NL 8.1.1.3
The Book Appointment Process is terminated
12-1VR7Q81 12-1V418SN 8.1.1.3
Siebel eMail ResponseGeneral
Provides an addtional output argument from the CreateRequest method from the Outbound Communications Manager BS to return the activity id of the outbound email activity generated automatically by the CreateRequest method
12-1S1XENY 12-1JGY6HC 8.1.1.3
With Internet Explorer 7, when users press F9 to send an email, the application loses focus, and the text that users have entered into the mail is not saved
12-1UIB3AO 12-1U0COUJ 8.1.1.3
The Communication Detail - Response view is read-only
12-1XF0MTB 12-1X6681L 8.1.1.3
Siebel Self Service eCommonMiscellaneous
Table 17. Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Configuration Changes
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 549
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
Users cannot configure a CP in a promotion
12-1Y55X9A 12-1Y55X7M 8.1.1.3
User InterfaceControls
Form Redirect uses POST as the default and not GET
12-1QKI632 12-1O2IS17 8.1.1.3
When using script to set the properties of a control's label using the SetLabelProperty method and when navigating to the Show More view, the "Cannot bind to source" error message is encountered
12-1QMFHYW
12-1DNMXIW 8.1.1.3
The Siebel PRINT function executes Javascript or other code that is part of the data being printed
12-1VABVRY 12-1UZO2A9 8.1.1.3
Provides an option to either suppress or display the leading zero on telephone numbers
12-1WYEFRX 12-5PSXQ8 8.1.1.3
With Internet Explorer 8, the application hangs if a popup window or MVG is invoked multiple times
12-1XANXNP 12-1X1AZAL 8.1.1.3
The Site Map and controls in the toolbars are not visible
12-1XQLNOO
12-1XQLNN9 8.1.1.3
Spell Check does not work 12-1YAH2YE 12-1XZBT2P 8.1.1.3
History/Back/Refresh
Thread bar navigation does not work when view names contain special characters
12-1TJM5Y1 12-1NXS3RV 8.1.1.3
Layout and Rendering
When users click F9 and open an email, the text that is copied and pasted into the email window gets truncated
12-1N1L2OD 12-1LC1A2Z 8.1.1.3
Table 17. Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Configuration Changes
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R550
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
Declaring a regional phone number format does not work in Siebel 8.0.0.5
12-1S7PQSW
12-1RAJ08L 8.1.1.3
Error messages in SI mode are written into the Siebel toolbar
12-1UAGKY7 12-1U5SY53 8.1.1.3
When users press CTRL+N, a new record is added, but the focus remains on the last field selected in the previous record
12-1VR2MJO 12-1VM6N0D 8.1.1.3
Vertical separator lines in list applets that appeared in Siebel version 7.x applications do not display in version 8.0.x or 8.1.1.x applications
12-1VR5WEW
12-QND3G8 8.1.1.3 Yes, see “Instructions for FR 12-1VR5WEW” on page 702.
In version 8.1, users have to click the Query button twice to enter query mode
12-1WEE4BO
12-1VR5ZGB 8.1.1.3
Other
The GetCalendarData method is missing a WHERE clause, so SQL retrieves all of the activities in the Activity HI Calendar applet
12-1QL06QH 12-1IHL5T5 8.1.1.3
Random hangs and crashes occur when new sessions are started
12-1WLUYOC
12-1PVZS4R 8.1.1.3
Popups/Pick Lists/MVG/Shuttle
Using pick applets causes Internet Explorer 7 and Vista to crash
12-1RXL8O6 12-1REVDKP 8.1.1.3
When selecting two entries in a shuttle applet, nothing shows up in the detail applet until the record is saved
12-1SCRGLU 12-1P81NOT 8.1.1.3
Table 17. Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Configuration Changes
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 551
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
If no value is supplied for a required field, users receive an error message, but even after they have entered the required information, the error message continues to appear
12-1SGSZN3 12-1RSS41H 8.1.1.3
Removing a required entry in an MVG query applet causes crash
12-1U5VCA3 12-1U4NF3F 8.1.1.3
With Internet Explorer 7, when performing validations within eScript, if an error message occurs and users click anywhere but on the error message, the browser crashes
12-1US5U9H 12-1SPYNHD 8.1.1.3
The Back button inside an error message popup in SI mode is disabled
12-1VUZHE0 12-1PT60C3 8.1.1.3
When SecureLogin=True and SecureBrowser=False, if users close the application by clicking the X on the browser window, a minimized browser remains on the start bar at the bottom of the screen
12-1WAJZZW
12-1V0593H 8.1.1.3
Custom drilldowns do not work on Universal Inbox Item List Applet
12-1WLUVWX
12-1W7XG07 8.1.1.3
With Internet Explorer 7 and Internet Explorer 8, querying in list applets on picklist fields causes queries to fail
12-1WRMXID
12-1WQ5PN9 8.1.1.3
CTRL+SHIFT+3 (Record Count) hangs upon display
12-1WVI24O 12-1VR4BF7 8.1.1.3
When users click the Calculator icon, they receive the following error message: "Error: Object doesn't support this property or method."
12-1X13K22 12-1VR78HP 8.1.1.3
Table 17. Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Configuration Changes
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R552
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
Resolved Change Requests in the Siebel 8.1.1.2 Fix PackThis topic is part of “Resolved Change Requests” on page 463.
Keyboard accelerator does not work in standard interactivity mode
12-1VM6N6S 12-1VM6N67 8.1.1.3
Web ServiceOther
The EAI UI Data Adapter service search specifications <> and < operators do not work and generate an XML parsing error
12-1SSCIPY 12-1RAJ0I1 8.1.1.3
If a call to WS WC_Opportunity_BS fails, subsequent calls to other ports at the same session fail
12-1SX7TJO 12-1SJ54EF 8.1.1.3
The SoapOperation %1 does not have either an input or output SoapBody child.WSDL with input header
12-1U5SP9R 12-1TYAWKZ 8.1.1.3
The Type field is not mapped correctly in in the Product Integration data map
12-1XS25LG 12-1XHF6N5 8.1.1.3
Rule Ids that are unique identifiers for compatibilty records are not mapped in the SWI Promotion data map
12-1XS25UX 12-1V32N5L 8.1.1.3
The List Price field is not being updated in the Siebel UI because it is not mapped in the Product data map
12-1XS25VI 12-1UGQO8Z 8.1.1.3
The IO SWI Promotion Internal to External data map is incorrect
12-1XS25VT 12-1VM8W85 8.1.1.3
The Pricing Commit Type and Dynamic Discount Method data maps are not correct
12-1YM4QNJ 12-1XWWFPF 8.1.1.3
Table 17. Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Configuration Changes
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 553
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
Table 18 lists the Change Requests that were resolved in the 8.1.1.2 Fix Pack.
Table 18. Resolved Change Requests in the 8.1.1.2 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Configuration Changes
Call CenterCTI
In Siebel 8.1.1, when users query in a case-insensitive column, BI Publisher report data does not appear
12-1U5RK5A 12-1TK4CEL 8.1.1.2
The CCA Driver Transfer command is disabled
12-1U5V6K0 12-1U0B3EH 8.1.1.2
The CTI toolbar hangs 12-1P90BO1 12-1OUTTE9 8.1.1.2
When the CTI Toolbar is enabled, sending SWE commands to Internet Explorer causes Internet Explorer to hang
12-1RC0739 12-1QQ9XCT 8.1.1.2
When users update the Text Input field by pasting in text with CTRL+V but leave the mouse on the Make Call button, the wrong number is dialed
12-1TUEN5V 12-1ADDD6B 8.1.1.2
Other
Assignment Manager does not assign incidents
12-1U0A7S1 12-1T12HUL 8.1.1.2
Assignment Manager sets the Service Request Assigned Date (ASGN_DT) incorrectly
12-1UXNSIN 12-1THO6BX 8.1.1.2
Drilling down on a Service Request within search results generates an error message
12-1RXY84H 12-1P56A4F 8.1.1.2
F9 Send Email with MS Outlook Integration – Siebel activity created but instantly deleted
12-1TDOU48 12-1SUB033 8.1.1.2
Object Manager crashes when indexing 1,000,000 employee records
12-1UX5JI7 12-1UH87BR 8.1.1.2
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R554
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
Comm Media EnergyOrder Management
Accepting product recommendations add wrong product to quote or order.
12-1TK8BL1 12-1TB8YRV 8.1.1.2 Yes, see “Instructions for FR 12-1TK8BL1” on page 718.
ACR 471: Users cannot disable the Promotion Automatch feature
12-1TK3LQM 12-1THNL1J 8.1.1.2
Connectors/EAIEAI Server Components
Automatic relogin does not occur for Stateless SessionType
12-1R3SFV9 12-1R1EH5L 8.1.1.2 Yes, see “Instructions for FR 12-1R3SFV9” on page 718.
When a customer creates an account hierachy by calling the Upsert method on the EAI Siebel Adapter and then passes the account hierarchy to the EAI Siebel Adapter again in order to add a new child account to the hierarchy, the following error occurs: “(oracon.cpp (3165)) SBL-DBC-00111: An error has occurred writing to a record. Please continue or ask your systems administrator to check your application configuration if the problem persists.
12-1SN1XBS 12-1S7SIFT 8.1.1.2
EAI Object Manager returns a "server busy" error message
12-1TD5M65 12-1T2IL37 8.1.1.2
Other
AnonUserPool requires SWSE Server restart to recover from Siebel EAI OM Component outage.
12-1TTL0L1 12-1TK6KJB 8.1.1.2
Table 18. Resolved Change Requests in the 8.1.1.2 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Configuration Changes
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 555
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
Empty XML elements are not stripped from outbound messages
12-1SW8EBY 12-1SW8EB7 8.1.1.2
Intermittent login issues occur while connecting to EAI object manager
12-1VP4GAQ 12-1QJJ9VL 8.1.1.2
Poor performance occurs when XML Hierarchy Converter processes escaped characters
12-1OOD0QL 12-1NZODFZ 8.1.1.2
The UTC Date Time Format for a date field in the UI Data Web Service does not match the industry standard
12-1V0NBIX 12-1OUCG3F 8.1.1.2
VBC cache does not work for the CSSFABCVRec specialized class
12-1TENTWD 12-1T6DMLW 8.1.1.2
Web Services sessions with SessionType=None are not closed in Siebel Server
12-1U09JKK 12-1TENCIJ 8.1.1.2
Consumer SectorHandheld
Sync locks the application if there has been a sync exception because of an incomplete transaction
12-1U0CC0E 12-1TYBGYE 8.1.1.2
Customer Order ManagementConfigurator
<ListofLinkedItems> tag is not working correctly in web services
12-1UI92KZ 12-1TXC3RL 8.1.1.2
GetCPInstance does not return anything
12-1TWTOV8 12-1SFPEAN 8.1.1.2
If an attribute LOV domain is updated, with values removed, an error is encountered when modifying the asset
12-1V3VLX3 12-1V0598R 8.1.1.2
Table 18. Resolved Change Requests in the 8.1.1.2 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Configuration Changes
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R556
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
On the AIX platform, the Ilog engine crashes for more than 500 child products and a single constraint
12-1TG6EAP 12-1SG6A0Z 8.1.1.2
Remote Configurator Object Manager hangs when customizing complex products
12-1TK530Y 12-1S1FVNR 8.1.1.2
There is no way to join the Attribute ID stored at Quote Item XA.ATTR_ID to S_VOD
12-1U5UH3L 12-1T7DG8H 8.1.1.2 Yes, see “Instructions for FR 12-1U5UH3L” on page 719.
When users modify a price, the currency symbol is lost
12-1UIA0LH 12-1UI8TEV 8.1.1.2
When users navigate outside of Configurator without clicking Done/Cancel, the application crashes
12-1VM568P 12-1U8XCTD 8.1.1.2
Within the Web client, when child and grandchild attributes are configured through a product hierarchy using a constraint popup applet, the attributes are rendered incorrectly
12-1TK6P9Z 12-1T12HW9 8.1.1.2
Order Management
A crash occurs in ABO cycles when AutoMatch is called
12-1VM5GQ5 12-1VM5K43 8.1.1.2
ACR 457: Provides cross-network validation and cascade delete enhancements for network ordering for Siebel Customer Order Management for SIA
12-1N22K2E 12-1MAMCSM 8.1.1.2 Yes, see “Instructions for ACR 457” on page 100.
Cursors are not closed as expected when querying specialized Business Components like "Order Entry - Orders” and "Order Entry - Line Items”
12-1OOE5F3 12-1ONEBTJ 8.1.1.2
Table 18. Resolved Change Requests in the 8.1.1.2 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Configuration Changes
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 557
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
If an LOV value is removed from the Attribute domain and the component product containing this attribute is unselected as part of the ABO process, an error is encountered
12-1VH410I 12-1VH3J0H 8.1.1.2
The constraint definition UI for customizable products does not work correctly
12-1UIA3G7 12-1TGOA5B 8.1.1.2
Other
Promotions: The default cardinality of a relationship in a CP is ignored when it is 0. Any relationship default cardinality in a promotion greater than 0 works. This FR addresses the 0 default scenario.
12-1U0DJZN 12-1TUVZQ9 8.1.1.2 Yes, see “Instructions for FR 12-1U0DJZN” on page 719.
The application crashes when upsell/cross sell messages are still queued
12-1R6O99P 12-1QR99W7 8.1.1.2
Pricer
Manual price overrides are lost when quantities are changed using rules
12-1TYSJWU 12-1T2J5H3 8.1.1.2
Data QualityDeduplication
Functional anomalies are found within Data Quality Self-Service Applications matching
12-1UIB3HP 12-1TK6K87 8.1.1.2
Other
The batch data cleansing algorithm for UDQ is missing the sdq_close_session call
12-1UHQ1IM 12-1R6NUCR 8.1.1.2
GeneralAccounts
Table 18. Resolved Change Requests in the 8.1.1.2 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Configuration Changes
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R558
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
Displaying a record in Print Preview mode prints the record three times
12-1TK47ZP 12-1TK4BU1 8.1.1.2
Application Deployment Manager
Adds the ability to sequence database deployment units in a package
12-1VJIAVE 12-1QR8NKV 8.1.1.2
Users are unable to specify double path (samba;unix path) as Destination Root, and this is required while working with the ADM framework where Management Server and Siebel Server are on different environments
12-1UI7XPK 12-1TK6KG9 8.1.1.2
When ADM is used for attribute adjustment import, the values of the fields are populated incorrectly
12-1U3KDHG 12-1SBRAKT 8.1.1.2
Audit Trail
After FRA users upgrade to 8.1.1, the Audit Trail language remains ENU
12-1TYSS6S 12-1TD6X31 8.1.1.2
Users are unable to track DELETE operations using Audit Trail on the Account Business Component
12-1SC3OC1 12-1R0X1G3 8.1.1.2
When trying to merge two accounts, the Merge Record process fails and yields an error message
12-1US5UEV 12-1UI7QQX 8.1.1.2
Within the Audit Trail screen, when users query for the Id field, they receive the "Invalid operation when not executed" error message
12-1RBHPQ3 12-1PBVORR 8.1.1.2
Business Rules
Table 18. Resolved Change Requests in the 8.1.1.2 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Configuration Changes
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 559
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
Applet_ChangeFieldValue does not trigger for fields that only display in Show More mode for Internet Explorer 7
12-1UI9URN 12-1MSUXR3 8.1.1.2
Exporting rule modules from the Siebel user interfaces generates a file that is not able to be imported into another Siebel instance
12-1U5RUZN 12-1QMX8LP 8.1.1.2
Calendar
If users make changes to a calendar item on the HI Calendar views and click the browser's Back button, the changes are not saved
12-1US5U74 12-1SFP9PD 8.1.1.2
On the LS Pharma HI Activity Calendar View, when the user switches from the contact list to the activity list, the date is reset to the current date rather than that previously selected by the user
12-1UK0V2R 12-1UGQKAX 8.1.1.2
The Siebel 8.1.1 SIA FRA popup version of the calendar displays Saturday (Samedi) incorrectly
12-1U0DVDN 12-1U0BYHX 8.1.1.2
When users create or edit a calendar item and then close the brower with the "X" close button, the record is not saved and an error message appears
12-1US5UC0 12-1T6T4CF 8.1.1.2
When users drag a contact record to the calendar, the first contact in the list is associated to the calendar record and not the contact record that the user was dragging
12-1UIA8WC 12-1UGQK67 8.1.1.2
Correspondence
Table 18. Resolved Change Requests in the 8.1.1.2 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Configuration Changes
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R560
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
Cursors exceeded during proposal generation when multiple proposals are generated during a single user session
12-1Q2558J 12-1PLH0GL 8.1.1.2
Installation
On the Linux platform, URLs do not come up after 8.1.1.1 SIA has been applied on 8.1.1 SIA
12-1WF6D7D 12-1WF6D6N 8.1.1.2
Siebel Tools Online Help files were not updated for Siebel 8.1.1
12-1SW89YF 12-1Q35A8A 8.1.1.2
Other
"Maximum open cursors" error received when generating large number of Proposal drafts
12-1TXT8PN 12-1T12H8N 8.1.1.2
Provides support for CRM Desktop for Outlook (ACR 464).
12-1UWOAQL
12-1UWOAPI 8.1.1.2 Yes, see “Instructions for ACR 464” on page 143.
Calling a business service method written in Siebel Visual Basic causes the error: SBL-DAT-00323 after the first invocation.
12-1V9U8A5 12-1UX6FHT 8.1.1.2
Deleting position for an employee using java data bean causes runtime error
12-1U0CC80 12-1SNJLOF 8.1.1.2
Incorrect repository object naming
12-1UWOARN
12-1TTI51Q 8.1.1.2
It is not possible to sync a contact whose email address contains more than fifty characters
12-1VLGHMD 12-1UT7XJH 8.1.1.2
Large temporary files created during EAI processing are not always deleted
12-1VM6K61 12-1OUD1RP 8.1.1.2
MakeFile.dep does not get created when the flag NoDepent=t is removed from the makefile.dcl file
12-1UJQLUG 12-1UIAVXD 8.1.1.2
Table 18. Resolved Change Requests in the 8.1.1.2 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Configuration Changes
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 561
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
Opening a pick applet fires the WriteRecord method on the underlying business component
12-1TK89IV 12-1T9B2VI 8.1.1.2
Querying for records in the Inbound Calls applet causes a memory leak
12-1TK9WIQ 12-1TDX57D 8.1.1.2
RaiseErrorText in the JPN language appends a character to the message box
12-1VABKXZ 12-1TUED13 8.1.1.2
Users are not able to apply different view modes to parent or child integration components of an integration object
12-1TK92JL 12-1T135UF 8.1.1.2
Users cannot deassociate multiple association records in an MVG at the same time
12-1VCQUHG
12-1V6FUML 8.1.1.2
With 8.0.0.6 QF1605 installed, when users query within the top applet of the Contact Detail View (within Contacts Screen >Activities), the application crashes
12-1UI92G1 12-1U5TMPJ 8.1.1.2
With the Siebel 8.0.0.3 Fix Pack, runtime errors occur because of the ST eScript engine
12-1SSUR6E 12-1SM2KAX 8.1.1.2
Performance
Double parsing without bind peek in Oracle Connector causes performance degradation
12-1ORCIOH 12-1OQD0BB 8.1.1.2
Personalization
If an association applet is assigned a rule set for personalization that uses an include expression to act as a search specification, the include expression is ignored
12-1TK8BFY 12-1THO6OP 8.1.1.2
PIM Server Integration
Table 18. Resolved Change Requests in the 8.1.1.2 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Configuration Changes
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R562
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
Add-in does not respect "PIMSI Category" setting
12-1U5RVL3 12-1U5RIY5 8.1.1.2
After users apply the Outlook Addin Quick Fix to support SSO (8.0.0.3[20416] - QF[0347] ) their passwords are overwritten
12-1TQNB3M 12-1TK9Z8J 8.1.1.2
Attendees are not properly synched when there is a combination of sync-enabled and non-sync invitees
12-1UI7XSW 12-1UGR5SJ 8.1.1.2
Outlook Add-in fails on non-Windows servers
12-1TK4K9Y 12-1TBJVXL 8.1.1.2
Outlook Add-in illustrates incorrect behavior with SSO enabled
12-1R84XM5 12-1QXJF7Z 8.1.1.2
Outlook Add-in Toolbar disappears
12-1UI8TXL 12-1U0B955 8.1.1.2
The SSSE engine crashes when QF8501 is installed on top of QF0581
12-1UAFDX6 12-1T6T4DJ 8.1.1.2
The SSSE Outlook Add-in sorts incorrectly when searching in the Link dialog box
12-1VI15ZT 12-1UH87KX 8.1.1.2
Valid Category value overwritten by default
12-1TH5KDI 12-1RW60U6 8.1.1.2
Remote
ACR 544: Enhances the Siebel Remote utility and allows it to be intergrated with the Siebel HA Upgrade solution
12-1UZ5TVC 12-1SW8HHD 8.1.1.2
After a failed database initialization, users can cancel, and then log in again and add data, but the synchronization to the server fails, and the data is lost
12-1UJQTMH 12-1U5RF2V 8.1.1.2
Lock on S_DOCK_SESSION with MS SQL Server 2005
12-1RV74GM 12-1QXJVFB 8.1.1.2
Table 18. Resolved Change Requests in the 8.1.1.2 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Configuration Changes
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 563
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
On the Tablet PC device, when Quick Start is enabled, when users connect to the local database, the application launches, but the sync reminder is launched in the background and users have to use Alt + Tab to bring the reminder to the forefront
12-1PCUMWS
12-1NALW8B 8.1.1.2
Quick start not working using non-admin user on Win XP and Vista
12-1THNI2Z 12-1QKIPCK 8.1.1.2
SynchMgr does not close file handles for dropped sessions, so when a user whose session has been dropped attempts a new session, another file handle is used
12-1U5SIB2 12-1U08IXL 8.1.1.2
The apply_thrd function fails with the Index 'S_EVT_ACT_X_U1' for table 'S_EVT_ACT_X' would not be unique" error
12-1T7DDJT 12-1SZLZ9R 8.1.1.2
The Help button on the Synchronization window does not work
12-1TK3QXJ 12-1JAR0YF 8.1.1.2
The Siebel application crashes when it is opened twice using Quick Start
12-1V3JRDF 12-1U4I7Q5 8.1.1.2
Transaction Merger fails because single byte ROW_ID is duplicated
12-1PKZD0S 12-1NWLI7J 8.1.1.2
Under heavy routing conditions (such as with EIM) and large remote environments (over 400 users), after some time of working normally, multiple Txnrouter tasks fail with errors
12-1SING9C 12-1RPD2ML 8.1.1.2
Within the txnmerge log file, pTableName is NULL or empty
12-1UK0UHZ 12-1TUWRGV 8.1.1.2
Table 18. Resolved Change Requests in the 8.1.1.2 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Configuration Changes
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R564
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
After users create a report and associate it to a view, the report does not show up in the BIP Reports drop-down menu
12-1WLUFQ1 12-1WLUFOF 8.1.1.2
Search
ACR 439: Search Center does not remember terms and results after it has been closed
12-1P1OP6D 12-1NZODJL 8.1.1.2
ACR 439: When users search, the Field Name is used rather than the Field Display name
12-1P1OPJ6 12-1OQU6GN 8.1.1.2
After indexing certain business components for mobile search, the datasource is shown as "buscomp".
12-1UIAGQE 12-1RKLPVN 8.1.1.2
Binocular Search does not work with special characters
12-1U09BK1 12-1NZO98B 8.1.1.2
Binocular search yields the previous search's data when users do not enter the search criteria a second time
12-1U0CXZG 12-1S7PQXV 8.1.1.2
Drilling down on a Service Request within search results generates an error message
12-1RXY84H 12-1P56A4F 8.1.1.2
For Search, the Context Sensitivity preference does not work when invoked from the Opportunity, Solutions, or Literature screens
12-1SXP5U8 12-1S8Q8CN 8.1.1.2
Incremental indexing with OSES does not work for SR, Contact, Account
12-1U0D4B3 12-1T6T4GB 8.1.1.2 Yes, see “Instructions for FR 12-1U0D4B3” on page 720.
OSES- Search: Simultaneous incremental indexing results in leaving some newly created records
12-1RXL8MW
12-1HTFNR3 8.1.1.2
OSES: Records Visibility in OSES for an eService user
12-1SC8YE5 12-1QV5WFV 8.1.1.2
Table 18. Resolved Change Requests in the 8.1.1.2 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Configuration Changes
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 565
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
OSES: Schedule ID parameter in Engine Settings
12-1TAA6HJ 12-1SJ5C83 8.1.1.2
Search: When users try to index a category for a Business Component that has a begin parenthesis in the name, they receive the following error message: SBL-DAT-00222: An error has occurred creating business component '<?>' used by business object '<?>'.
12-1RYK4D8 12-1QR8N6F 8.1.1.2
The "Look In" drop-down list still contains values even after those values have been removed from the user's responsibilities
12-1NZQW39
12-1NVVH4J 8.1.1.2
When a Search Category is indexed, the old indexes are not removed
12-1QH55SS 12-1OVCU5D 8.1.1.2
When advanced search is performed, search results from multiple search categories based on the same BC are displayed even if only one category was selected.
12-1V7WJSN 12-1V7F8AT 8.1.1.2
When Search Center is opened from within CTI, users cannot use Enter for submitting FIND criteria
12-1S7SIQX 12-1S0YDZ5 8.1.1.2
When users enter special characters, the FIND feature does not fetch results with the correct criteria
12-1TK6OSU 12-1RV73Z9 8.1.1.2
ACR 452: When users run a blank search or enter search criteria in the "Search For" dialog box and click Go, in the Search Results window, the datasource displays "buscomp" instead of the Search Category name
12-1U5V2FD 12-1U5V2EN 8.1.1.2
Table 18. Resolved Change Requests in the 8.1.1.2 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Configuration Changes
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R566
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
After users have set Context-Sensitive as a preference, when they navigate to the Contacts screen > All Contact view and click on the Binocular icon, the Search Center opens with "All" specified in the Lookin instead of opening with "Contacts" specified
12-1TDNZTL 12-1QXJYZI 8.1.1.2
Drilling down on keywords does not refine the results
12-1VGM8F2 12-1VD87WA 8.1.1.2
Queries show + instead of AND when users drill down on keywords
12-1VGM8I5 12-1VGM8AG 8.1.1.2
Users are unable to set the default flag for search definitions
12-1UJQSQT 12-1UJQSQ1 8.1.1.2
Security
SWEU parameter should ignore hostnames to prevent phishing
12-1N22J3V 12-1IYN1VD 8.1.1.2
User can change their privileges to that of another user (such as an administrator) by entering a Javascript command
12-1UGR0BD 12-1U0CPDF 8.1.1.2
Server Infrastructure
Addresses a problem with ACR 405 where Dynamic MQ Reply Queue does not work
12-1QK1GVJ 12-1PLGZW1 8.1.1.2
Cannot add MLOV entry with same display value, even when LIC code is different
12-1V417JN 12-1R0X6NL 8.1.1.2
The Siebel application experiences non-reproducible random crashes
12-1NTIUTF 12-1N3J0WN 8.1.1.2
When users attempt to print, the application fails and displays an error message
12-1N22LHT 12-1K51E4X 8.1.1.2
Siebel Sync
Table 18. Resolved Change Requests in the 8.1.1.2 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Configuration Changes
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 567
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
ACR 468B: Allows Siebel Client Sync to support Lotus Notes 8.0 and Microsoft Outlook 2007 with Intellisync 7.x SDK.
12-1UZNMA7 12-1S4ZI88 8.1.1.2 Yes, see “Instructions for ACR 468” on page 158.
After version 7.7.2.10 has been installed, the Lotus Notes Action button disappears at the second synchronization
12-1RBI3CD 12-1Q5L7W9 8.1.1.2
PIMSI Dispatcher does not filter by user group
12-1MQCB8J 12-1MIVDVK 8.1.1.2
SmartScripts
Smartscripts are causing Internet Explorer to crash after installing the 8.1.1.1 patch
12-1V0N8EM 12-1UQ62AL 8.1.1.2
System Operation & Diagnostics
The Siebel 8.1.1 Gateway Server crashes on Microsoft Cluster 2008
12-1U5VCBL 12-1U5R7UV 8.1.1.2
Task UI
Invoking the binocular search icon from the Siebel application toolbar while stepping through a TBUI Task may cause the local server to hang and the Siebel application to crash
12-1V7F9GQ 12-1V3JQI3 8.1.1.2
TBUI task statuses do not reflect the correct values
12-1TK7ABX 12-1TGO4RF 8.1.1.2
The license key is missing for the Task Pane view in Siebel Professional Edition (SPE) is not available
12-1TYSIXQ 12-1TK6LZT 8.1.1.2
Tools/Configuration
An error occurs with the global variable of type property set initialization in the global section of Business Services
12-1N1RBJY 12-1M81JE0 8.1.1.2
Table 18. Resolved Change Requests in the 8.1.1.2 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Configuration Changes
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R568
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
NoRefreshOnDynamicTogg in 8.0.0.6 corrupts applets in Query mode
12-1TUEN4I 12-1TA9WD7 8.1.1.2
Siebel Tools sessions end without a warning or error message when processing WSDL
12-1U5SZNL 12-1TK9JCV 8.1.1.2
Upgrade
The Symbolic String Conversion utility (consoleapp.exe) fails in Siebel 8.1.1
12-1STTIXO 12-1SI5H61 8.1.1.2
Web Framework
Exporting from browsers that are running Windows 2000 SP1 or Windows XP SP2 causes session timeouts from Siebel 7.7.2.6 onwards
12-1QTPRGH 12-1J1X6NA 8.1.1.2
Workflow
Business services that do not initialize and return Output Arguments to workflow steps tat are expecting them cause a runtime error
12-1SSCMJ3 12-1SBRA31 8.1.1.2
Workflow processes edited in Siebel Tools fail to validate in 8.1.1.1
12-1VM6SF3 12-1VK09JB 8.1.1.2
iHelpOther
Related iHelp does not navigate correctly
12-1SX7TI5 12-1SJ5MIZ 8.1.1.2
The title "Additional iHelp Topics" in the iHelp pane is not in the local language
12-1U0DSQ7 12-1TK4UOX 8.1.1.2
Life SciencesActivity
Table 18. Resolved Change Requests in the 8.1.1.2 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Configuration Changes
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 569
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
A memory and cursor leak error message occurs when Smart Call functionality is used
12-1UUNN76 12-1UGQKF3 8.1.1.2
Users are unable to submit calls created on the current day from Handheld
12-1VKHIB7 12-1V6FY27 8.1.1.2
Clinical Manager
Position Rollup does not always function properly
12-1VAT6K9 12-1OK0UBP 8.1.1.2
Trip report status does not automatically change to In Progress
12-1UX5E8Z 12-1PCUB4Z 8.1.1.2
Undo record in Clinical Trial Report Detail View
12-1UG9MN3 12-1U5RQB1 8.1.1.2
Users cannot undo records after selecting a template in the Trip Report Details view
12-1UU4KQ7 12-1P2RV9L 8.1.1.2
Users are unable to copy Site Vists records
12-1V3K6BX 12-1K824E1 8.1.1.2 Yes, see “Instructions for FR 12-1V3K6BX” on page 720.
Trip Reports
Users are unable to change the Trip Report Status field in the Clinical Trip Report view
12-1UVNYZX 12-1NVVH35 8.1.1.2 Yes, see “Instructions for FR 12-1UVNYZX” on page 721.
MarketingCampaigns
Prospect import does not check for matches against existing contacts
12-1TK666M 12-1TK665T 8.1.1.2
Prospect promotion on Leads screen gives error when matches are ignored
12-1UI92JW 12-1U4I7KV 8.1.1.2
Response import does not use all selected Exact Match fields to check for matches
12-1UXNWE8
12-1UIB7Z9 8.1.1.2
Table 18. Resolved Change Requests in the 8.1.1.2 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Configuration Changes
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R570
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
When uers create a treatment template, create an offer, add a new treatment that users the treatment template that they created, add URLs, and navigate to the Edit Email tab, they receive the Transform Error C00CE505 (-1072896763) error message
12-1TK96TH 12-1T7V4R7 8.1.1.2
While running the 'Response to Lead' conversion, users receive a maximum cursors error message
12-1UI8DMO 12-1UHPV6B 8.1.1.2
Within the Campaign Segment Allocation view, users are unable to see lists created by other users
12-1TK9WGJ 12-1TBLYYA 8.1.1.2
Email and Web Marketing
After Siebel 8.1.1 QF0034 has been applied, when users edit text email templates, the changes they make disappear
12-1UIB3EZ 12-1UI81Z5 8.1.1.2
Error messages appear when userse add URLs to an email HTML body
12-1U0D8SV 12-1U0BPQZ 8.1.1.2
Events
When users navigate to Site Map > Events (create one or open one) > Resources > Staff, add two records, delete one of the records, save the remaining record, an error message displays and the deleted record comes back
12-1S2F1F1 12-1RRBFQ9 8.1.1.2
Marketing Server
Integration to Marketing Outbound Web Services does not support enterprise SSO
12-1TK47RK 12-1KJP2WG 8.1.1.2
Other
Table 18. Resolved Change Requests in the 8.1.1.2 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Configuration Changes
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 571
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
When users create a Landing Site, add a footer within the Site Details tab, navigate to the Preview and Deploy tab, and click Preview, the footer does not display
12-1TPUQJB 12-1TH5NV5 8.1.1.2
Mobile SolutionsHandheld for Windows
During Handheld synchronization, the logging of URLs exposes username/password combinations in web server logs
12-1TXTR5T 12-1THO6UJ 8.1.1.2
For Handheld batch sync, the Exit and Next buttons that were available with Siebel version 7.5.x are not available in later releases
12-1VGMVZT 12-1U0CP6R 8.1.1.2
In Handheld daily calendar, the calendar popup window for the Date field corrupts the display when resolution = VGA
12-1VHL8BW 12-1UOF62N 8.1.1.2
PDA DSS Batchsync loses data if you select "Download" without first uploading
12-1UZO7F7 12-1UH87ET 8.1.1.2
The application hangs when the barcode for the second item listed in a picklist is scanned
12-1UG9MQI 12-1ROXJHT 8.1.1.2
When users attempt to run Companion Sync, they receive the following error message: "Error detected while communicating with the device
"12-1SWPT87
12-1RSS5V1 8.1.1.2
When users attempt to synchronize a PDA device with a machine running Vista, the synchronization fails
12-1S9RUXX 12-1RVORD3 8.1.1.2
Table 18. Resolved Change Requests in the 8.1.1.2 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Configuration Changes
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R572
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
With WM5 and WM6 devices, when certain characters are extracted into dbfile.txt, the dbimport synchronization step fails
12-1SIO0R1 12-1SC9C45 8.1.1.2
Within the Handheld dbimport logging file, information about non-database-related steps such as file creation or file deletion is missing
12-1QL04RJ 12-1QFPJ7Z 8.1.1.2
Other
The DB_LAST_UPD and DB_LAST_UPD_SRC columns are listed twice in the update statement
12-1S1Y0MZ 12-1L0YDDK 8.1.1.2
Store-and-Forward Messaging
ACR 444 provides the following enhancements: Provides a utility for administrators to act on failing Store and Forward transactions. Enhances logging capabilities. (Server)
12-1U087M8 12-1O2HQ4R 8.1.1.2
SMQReceiver component look at all server requests and not just those for which it is responsible.
12-1TKABND 12-1SI5H9N 8.1.1.2
The "SMQ Process User Queue" workflow can create duplicate records in case of MQe problems
12-1RRTKGX 12-1QR98KH 8.1.1.2
Users are unable to remove reassigned messages
12-1TGOAM3 12-1SFP9NP 8.1.1.2
SalesOther
Manually-created revenue items within accounts are not updated when the account is changed by a user who has not created the revenue item
12-1U0A7J0 12-1SW88FV 8.1.1.2
Table 18. Resolved Change Requests in the 8.1.1.2 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Configuration Changes
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 573
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
ServiceLogistic Manager
Error invoking service 'Inventory Transaction', method 'SetTxnDetailsFromTxnSet’
12-1V7FE6F 12-1UH87R1 8.1.1.2
Siebel eMail ResponseGeneral
For draft emails, the status can be changed to any value and contacts can be removed or added
12-1U5TWJC 12-1U5TWIL 8.1.1.2
Siebel Automated Quote Approval Email not being sent
12-1T2SVQ5 12-1SSTZQV 8.1.1.2 Yes, see “Instructions for FR 12-1T2SVQ5” on page 721.
When users are sending an outbound email, resolution documents cannot be seen in the Attachment field
12-1TK99NV 12-1TK99KZ 8.1.1.2
When users send an outbound email to duplicate email accounts, duplicate emails are received in the mail client
12-1TYT3N8 12-1TZR995 8.1.1.2
With templates, the subject line and body text are not replaced according to the template selected
12-1QK0UEL 12-1FCL4BH 8.1.1.2 Yes, see “Instructions for FR 12-1QK0UEL” on page 721.
Siebel Self-Service CommonMiscellaneous
Table 18. Resolved Change Requests in the 8.1.1.2 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Configuration Changes
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R574
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
The following error message occurs when trying to invoke Web services: "Error Code: 10944642 Error Message: Error: Inbound SOAP Message - Session Token is missing or invalid or has expired”
12-1TK4BEP 12-1R7V0XR 8.1.1.2 Yes, see “Instructions for FR 12-1TK4BEP” on page 722.
Travel & TransportationEvents Execution
ACR 494: Provides Event Check enhancements and BEO Report functionality for the Siebel Travel & Transportation application
12-1S9QL59 12-1S9QL3Z 8.1.1.2 Yes, see “Instructions for ACR 494” on page 292.
Other
For ACR 450 and ACR 488, the sia_options.txt file is missing several views for licensing
12-1UI8ZAR 12-1UI8Z9H 8.1.1.2
Provides more technical content for the Travel and Transportation application error messages
12-1T6VXUH 12-1T6VXSP 8.1.1.2
Selecting the output type as ALL for Report Name in Administration > BIP Report does not work as expected
12-1WIXYWB 12-1WIXYVR 8.1.1.2
When users click on the Functional Space Diary, they receive an error message
12-1V41X13 12-1V41X0M 8.1.1.2
User InterfaceAdministration
Successful login does not reset IsStandaloneWebClient Profile Attribute
12-1UQU5DX 12-1U5V2WZ 8.1.1.2
Controls
After 8.1.1 QF0025 has been applied, the implicit save function does not work on form applets
12-1UW60LO 12-1UI8T7X 8.1.1.2
Table 18. Resolved Change Requests in the 8.1.1.2 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Configuration Changes
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 575
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
Browser script causes error message on picklist auto-selection
12-1V421BE 12-1QPSY8J 8.1.1.2
IE crash when triggering Smartscript from client-side script
12-1UGR21U 12-1U0866H 8.1.1.2
Provides the ability to programmatically suppress error messages
12-1UGQZS5 12-IVNITD 8.1.1.2
Translated error messages have extra Japanese characters in them
12-1VHLBL9 12-1NSKL0N 8.1.1.2
UI shows only 32K of data onscreen from CLOB field
12-1UFAJ40 12-1RHR0N1 8.1.1.2
Users should be able to query on fields in a view even if the Read Only View flag is set to TRUE
12-1O7OFOV 12-OM5V6D 8.1.1.2
With Internet Explorer 7, Siebel Calendar crashes, hangs, does not load, or fails with a script error
12-1QKI678 12-1PE98Y5 8.1.1.2
With Internet Explorer 7, the Siebel Calendar control does not work
12-1QNW677
12-1PE98W7 8.1.1.2
Layout and Rendering
When using run-time events and personalization rules to drive toggle applet selection, the first time that the toggle applet displays results in an incomplete display
12-1QQACIH 12-1NVVH71 8.1.1.2
Navigation
If users enter a query of more than two characters, when they press the TAB key, the focus does not move to the GO button
12-1SC96YJ 12-1OA585D 8.1.1.2
Table 18. Resolved Change Requests in the 8.1.1.2 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Configuration Changes
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R576
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
New query in child form applet does not switch from edit to query mode
12-1U0A7PV 12-1TGO4VB 8.1.1.2
When the Immediate Post Change property has been set, a second click is required to navigate
12-1VM6K6Y 12-1O6OCKJ 8.1.1.2
With Internet Explorer 7, navigating to the next applet without completing the required fields causes an endless loop
12-1SC96ZD 12-1ME9N7W 8.1.1.2
Other
Exporting results from queries that use calculated fields omits valid records
12-1V3VLLZ 12-1UU5KSH 8.1.1.2
Launching a TBUI Task while it is running and then opening Search Center (using the binoculars icon) may cause the application to hang and an error message to appear
12-1RZ1P11 12-1RQUGN3 8.1.1.2
Quickprint of a toggle applet prints the record twice
12-1SCQKBZ 12-1L3YVPO 8.1.1.2
Refine query on Account team generates error message
12-1TG65R2 12-1TG65Q3 8.1.1.2
'Select Field' string for Query Assistant is not translated
12-1U0BDIC 12-1U0A9KV 8.1.1.2
Using Query Assistant for LOV entry gives error "The value entered in Field does not match any value in the bounded picklist
"12-1VKHWBE
12-1UI8QNP 8.1.1.2
Popups/Pick Lists/MVG/Shuttle
Internet Explorer 7 crashes when users open a popup window on top of an MVG
12-1UI7VQC 12-1UGQKML 8.1.1.2
Minimize/restore window with unsaved changes causes IE crash
12-1TYSS1V 12-1QBCC2R 8.1.1.2
Table 18. Resolved Change Requests in the 8.1.1.2 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Configuration Changes
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 577
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
Resolved Change Requests in the Siebel 8.1.1.1 Fix PackThis topic is part of “Resolved Change Requests” on page 463.
Table 19 lists the Change Requests that were resolved in the 8.1.1.1 Fix Pack.
When a toggle applet is configured, running a query by hitting the Enter key causes the application to crash
12-1VM6K4W
12-1S8Q8EL 8.1.1.2
With Internet Explorer 7, when users close a popup window using the X, the application hangs
12-1S9RBEG 12-1S1FXNF 8.1.1.2
Web ServiceOther
Provides Web service access through the Mobile Web Client to other local desktop applications (ACR 492)
12-1STBMWW
12-1STBMTB 8.1.1.2
The "all" XSD element is treated as sequence
12-1TK86GJ 12-1STC0UB 8.1.1.2
The EAI UI Data Adapter does not work for paging child integration components
12-1TK5S8P 12-1TK4C5P 8.1.1.2
The Impersonate feature does not consider time zones
12-1U09CUR 12-1TYAWK5 8.1.1.2
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Call CenterCTI
The Chat transfer command defined in multichannelC.def is incorrect
12-1S99AEF 12-1S99ADV 8.1.1.1
Table 18. Resolved Change Requests in the 8.1.1.2 Fix Pack
Issue AddressedFix Request ID
Change Request ID
Fixed in Version
Configuration Changes
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R578
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
Accessiblity: CTI does not take any input from the toolbar editbox after the application has been converted for Section 508 compliance
12-1RV6IUZ 12-1ME9KRG 8.1.1.1
Accessibility: After CTI has been configured for Section 508 compliance, the screen reader reads every underlying command for CTI controls from the CTI toolbar
12-1RV6IUP 12-1MEBPT5 8.1.1.1
Within CCA, when an invalid Visited KB item number is submitted, the chat is submitted, the agent answers and clicks Open KB Visted list, and chooses the invalid KB item number, no error message displays
12-1R8MHX2 12-1PJ2S1Z 8.1.1.1
When two driver profiles have been configured, including all the commands and events in both drivers and Envox is used for Voice and Virtual CTI driver is used for Chat, when users make an inbound voice call to Envox and then an inbound chat to virutal C
12-1R6NUYJ 12-1R58N93 8.1.1.1
Provides Hoteling-Hotdesking support for Call Center Anywhere
12-1QXO3LS 12-1QK0QNF 8.1.1.1
When there are multiple CCA driver instances running, users receive the "Could not find the matched SVC for session..." error message
12-1QTPMTW
12-1QDA9FX 8.1.1.1
CCA: If the "MaxAgentNumber" parameter does not exist, a new login creates a new driver instance
12-1QTPMTH 12-1QBCUYH 8.1.1.1
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 579
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
Updates CRM Chat to use the latest Java file content
12-1QR9BRG 12-1Q2MZRN 8.1.1.1
When users create two simultaneous outbound requests, the requests hang and CommOutboundMgr logs show errors SBL-CMO-00169 and SBL-SRM-053021
12-1NQ7VT4 12-1NKJF4T 8.1.1.1
Other
Redesigns the Email Response UI so that replying to an incoming email and forwarding a sent email display in the same format
12-1RB07UI 12-1RB07T9 8.1.1.1 Yes, see “Instructions for FR 12-1RB07UI” on page 734.
With the Find feature, when values have special characters, records are not returned in the Destination Results view
12-1RA1T6W 12-1QNWAIL 8.1.1.1
The CCA Driver does not retrieve all of the records in the CCA library
12-1QQ9XSR 12-1QUOFMN 8.1.1.1
After 8.0 [20405] QF1009 has been applied, spell check does not work on Linux servers
12-1QR8PCO 12-1LSX5J6 8.1.1.1
Users receive the SBL-DAT-00457 error message when searching on a Multi Value Field that is mapped to another Multi Value Field
12-1QL05SF 12-1Q9I2QJ 8.1.1.1
Comm Media EnergyOrder Management
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R580
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
ACR 471: If headless configuration is used to adjust the CP definition automatically based on CP definition, if PRESERVE_ENGINE_AND_USER_PICKS have been set to Y, and if linked items have been used in in the configurator model, during Upgrade promotion, the CP structure is not adjusted
12-1SZ4WPA 12-1SXN45J 8.1.1.1
Within the Sales Order screen, when users select the order number, navigate to the order, select line items, select an item, click Customize, select an item, and then navigate out of the field, they receive an error message that the item was not found, and when they navigate to the Accounts screen, the Object Manager crashes
12-1S1Y0R1 12-1R75AA5 8.1.1.1
Other
Users are unable to add a promotion to the Shopping Cart with default options selected
12-1O05GRF 12-1M6UUMK 8.1.1.1
Connectors / EAIOther
All messages sent to JMS go as BytesMessage, regardless of whether the data is String/Binary
12-1SBSPDP 12-1RAJ07R 8.1.1.1
After 8.0.0.5 QF506 has been installed, ReplyToQ and ReplyToQMgr are cached by the MQ Listener component after replying to the first message in the queue rather than dynamically applying for each message
12-1RGSQ98 12-1R0X6P9 8.1.1.1
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 581
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
Object Manager tasks are not reused when a Siebel exception occurs using JCA/Siebel Resource Adapter
12-1QUOILO 12-1OI2RO5 8.1.1.1
When setting HDR.connection=close on some W eb servers, response is delayed
12-1Q3NJU1 12-1JZ28HA 8.1.1.1
The EAI Data Transformation Engine outputs the target instance when the source search specification is not met
12-1N1QM7X 12-1MNQ3BZ 8.1.1.1
Consumer SectorDeductions
ACR 480: Claim Resolution time value changes after the record is refreshed
12-1SPXYJS 12-1SPXYHT 8.1.1.1 Yes, see “Instructions for ACR 480” on page 281.
Other
When users create a new plan, the application crashes
12-1TXTRDT 12-1TXTR4J 8.1.1.1
ACR 480: Delist dates are not being updated in the ADL applet
12-1TSQ0BX 12-1TSQ0AH 8.1.1.1 Yes, see “Instructions for FR 12-1TSQ0BX” on page 735.
Improves the quality of the Consumer Sector application error messages
12-1TGNFMK 12-1TGNFL1 8.1.1.1
ACR 480: Provides translations for error messages related to ACR 480
12-1TG5FLS 12-1TG5FKD 8.1.1.1 Yes, see “Instructions for ACR 480” on page 281.
ACR 480: The Seed.inp file is missing for seed data import on JPN
12-1TAR916 12-1T9S0ZN 8.1.1.1 Yes, see “Instructions for ACR 480” on page 281.
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R582
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
Improves the quality of Consumer Sector application error messages
12-1T6VXL6 12-1T6VXJQ 8.1.1.1
ACR 480: Flags (A/O/P) should retain their values if the Account Distribution record exists (ADL)
12-1SOZJYK 12-1SOZJUX 8.1.1.1 Yes, see “Instructions for ACR 480” on page 281.
ACR480: Users are unable to import seed_locale_JPN.dat for LOV seed data
12-1SN1W5R 12-1SN1W4H 8.1.1.1
Consumer Sector error message content is not useful
12-1SJ5WTI 12-1SJ5WS3 8.1.1.1
Improves the quality of Consumer Sector error messages
12-1SF7RMM 12-1SF7RL9 8.1.1.1
ACR 480: Users are able to save Delist date > Product end date in Authorized Category Product (ADL), but they should receive an error message and be preventing from doing this
12-1S87KF6 12-1S87KDR 8.1.1.1 Yes, see “Instructions for ACR 480” on page 281.
ACR 480: List Date and Delist date do not get updated in the Authorized Categories Product middle applet (ADL)
12-1S87KBC 12-1S87K9X 8.1.1.1 Yes, see “Instructions for ACR 480” on page 281.
ACR 480: The List and Delist dates are not being populated in the ADL applet
12-1RYK5JX 12-1RYK5II 8.1.1.1 Yes, see “Instructions for ACR 480” on page 281.
ACR480: The Auditable, Orderable, and Promotable flags are always checked as True in the ADL applet
12-1RYK5I2 12-1RYK5GS 8.1.1.1 Yes, see “Instructions for ACR 480” on page 281.
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 583
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
ACR 358: Provides support for the new out-of-the-box integration between Siebel and EBS OTM. Integration points include account, products, pricing, funding (accruals), shipments, promotions, deductions, and payments.
12-1RV6IE1 12-1JGEFDN 8.1.1.1 Yes, see “Instructions for ACR 358” on page 42.
ACR 480: Within Administration - Authorized Distribution List (ADL), when users click on the 2LNV detail list to navigate to the Target Account applet, the accounts on which ADL have been applied should display, but blank records display instead
12-1RSAYUA 12-1RSAYSV 8.1.1.1
ACR 480: When users navigate to Site Map > Adminstration - Authorized Distribution List, click on the 2LNV detail list, navigate to the Account Product applet, click New, select a product, and then click the Delete Selected button, they receive an "end of file occurred” error message
12-1RSAYQS 12-1RSAYPD 8.1.1.1 Yes, see “Instructions for ACR 480” on page 281.
Retail Objectives
ACR 480: When users navigate to Site Map > Account > Merchandising Location, create a location, navigate to the Product applet (bottom applet), click the Select category button, click the Query button on the Add Product dialog box, and then click the Catalog picklist, the Catalog picklist shows Categories and not Catalogs
12-1SN1X8G 12-1SMKW6N 8.1.1.1
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R584
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
ACR 480: Within Accounts, when users select a account that has distribution added, navigate to Merchandising Location > Create a Location, add a product in the Product bottom applet, navigate to the Account Distribution applet and delete that they added earlier, when users navigate back to Merchandising Location > Product bottom applet, the deleted product still displays
12-1RUPL7F 12-1RUPL60 8.1.1.1 Yes, see “Instructions for ACR 480” on page 281.
Sales Volume Planning
ACR 480: For leaf-level accounts, Aggregated Quantity should not equal Promotion Incremental Quantity
12-1SEPR7S 12-1SEPR65 8.1.1.1
ACR 480: Within the SVP > Baseline - Flat view, the All Years button is missing
12-1S2WET4 12-1S1GHXS 8.1.1.1
The cursors are left open during the Aggregation and Allocation processes
12-1RSB0UE 12-1ONVDYP 8.1.1.1
Trade Promotions
ACR 480: Provides a system reference called "Trade Promotion Extended" to allow customers to implement the new functionality in ACR 480 by setting the value to TRUE or keep the Trade Promotions functionality that existed prior to ACR 480 by setting the value to FALSE
12-1TXBBQB 12-1TXBBP1 8.1.1.1 Yes, see “Instructions for ACR 480” on page 281.
ACR 480: Provides the following EIM import files: eim45.sql and eim_export_bu_look_up_name.sql
12-1SG67VF 12-1SEPND9 8.1.1.1
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 585
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
ACR 480: Includes translated error message files
12-1SD8PE4 12-1SD8PCN 8.1.1.1
ACR 480: Some fields are not copied from the Corporate Promotion header to the Account Promotion header
12-1SCRGQE 12-1SCRGO9 8.1.1.1
ACR 480: Within Corporate Promotions, the Target Child Account applet is not refreshed properly
12-1SCRGO0 12-1SCRGNB 8.1.1.1
ACR 480: When users click the Products button within Corporate Promotions, they receive an error message
12-1SC7RS9 12-1SC7RRJ 8.1.1.1
ACR 480: When users create a new Account Promotion, associate categories and add, products, enter spend variables at the Promotion Product level, and verify that the Promoted Price and Est. Baseline Revenue fields are calculated, the Est. Baseline Rev value is not rolled up to the Promoted Category and Promotion level
12-1SB91B5 12-1SB919Q 8.1.1.1
ACR480: Category Pick applet is not refreshed in CPG Plan Account Promotion List Applet
12-1S9R960 12-1S9R95B 8.1.1.1
ACR480: Within Account Promotions > Pick Plan applet, the Go button is unavailable
12-1S9R952 12-1S9R94D 8.1.1.1
ACR 480: Clicking the Products button on CG Promotion Form Applet Non-Corporate retrieves inactive products
12-1S9AHQ9 12-1S8I5DB 8.1.1.1
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R586
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
ACR 480: Within the Corporate Promotion screen, when users create a new promotion, drill down on the Corporate Promotion Name field, and associate a Promoted Category, when they click the New button, a pick applet appears and the user can pick the desired category, but when users select Ctrl + N or Menu > New Record, a new record is created without Category = NULL. The two options should behave identically.
12-1S87Q2L 12-1S87Q0F 8.1.1.1
ACR 480: Includes the translated error message files
12-1S8I5CG 12-1S8I5B5 8.1.1.1
ACR 480: Spend Values are not being rolled up
12-1S7SICW 12-1S7SIBE 8.1.1.1
ACR 480: An error message appears when users create a promotion
12-1S6A181 12-1S6A16Q 8.1.1.1 Yes, see “Instructions for ACR 480” on page 281.
ACR 480: The Team field is blank for a new plan
12-1S6A16E 12-1S6A14X 8.1.1.1 Yes, see “Instructions for ACR 480” on page 281.
ACR 480: In the Promotion screen, clicking the Shipment button yields an error message
12-1S35CMR 12-1S35CLB 8.1.1.1 Yes, see “Instructions for ACR 480” on page 281.
ACR 480: Adds the the following new fields that were created for the SVP -Baseline view to the SVP - Flat view as well: PY Baseline Volume, PY Baseline Currency, Target Baseline Volume, and Target Baseline Currency
12-1S1GHXJ 12-1S1GHUK 8.1.1.1
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 587
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
ACR 480: Within Plan Promotion, Category pick applet data is incorrect when a plan has a category
12-1S29NQA 12-1S29NOZ 8.1.1.1
ACR 480: Within Object Explorer, when users query for the CPG Plan Account Plan Team, navigate to User Properties, change the value of Add Account Team from Y to N, query for the CPG Plan Account Promotion Promotion Team and also change the value of Account Team from Y to N, after the user compiles the object, launches the application, navigates to Plans, creates a new plan with account and period information, and then checks the Plan Team field, it is not populated with the login ID
12-1S2EV5J 12-1S2EV2Z 8.1.1.1 Yes, see “Instructions for ACR 480” on page 281.
ACR 480: Changing an account does not update the Plan Team information accordingly
12-1S2EV2Q 12-1S2EV11 8.1.1.1 Yes, see “Instructions for ACR 480” on page 281.
ACR 480: When users create an account with team and organization information, navigate to Plan and create a plan with the account set as the account that they just created, add period information, set the organization to default, and check the Plan Team information, it should be populated with the login ID information, but this field is empty. This issue also occurs with Promotions.
12-1S2EUXT 12-1S2EUVJ 8.1.1.1 Yes, see “Instructions for ACR 480” on page 281.
ACR 480: Makes the Deal Id field mandatory for claim resolution records
12-1RVOP62 12-1RVOP5D 8.1.1.1
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R588
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
ACR 480: When a claim resolution is canceled, the amount at the claim leve is not updated accordingly
12-1S0YT2N 12-1S0YT1Y 8.1.1.1
ACR 480: Users are allowed to create a claim resolution with a zero or negative rate
12-1S0YT0Q 12-1S0YSZZ 8.1.1.1
ACR 480: Users are allowed to create a claim resolution with a zero or negative rate
12-1S0YSZQ 12-1S0YSZ1 8.1.1.1
ACR 480: When users create claims, the application ignores the decimal value of the rate during calculation
12-1S0YSW4 12-1S0YSV5 8.1.1.1
ACR 480: Within the Target Accounts tab, the New button is enabled in the Committed Target account applet
12-1RY2D5T 12-1RY2D54 8.1.1.1
ACR 480: Within Promotion > Corporate Promotions, when users attempt to create account promotions from the Target Account tab, they receive an error message
12-1RY2D4S 12-1RY2D2P 8.1.1.1
ACR 480: Within the Authorized Category Product tab, the product is not bounded
12-1RYK5LL 12-1RYK5K6 8.1.1.1 Yes, see “Instructions for ACR 480” on page 281.
ACR 480: When users copy an account in the Authorized Account applet, the Primary flag is not checked for Account Team
12-1RYK5G3 12-1RYK5EO 8.1.1.1 Yes, see “Instructions for ACR 480” on page 281.
ACR 480: After a payment is approved or rejected, the Approve and Reject buttons are not disabled
12-1RYK3YO 12-1RYK3WU 8.1.1.1
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 589
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
ACR 480: When users create a new plan, drill down on the plan name, create a new promotion, associate a category to the promotion, click the Products button, click the Baseline button, click the Aggregate button, navigate back to the plan, and click the Update button, the calculation for Est Incremental Revenue = Est Incremental Volume x Promoted Price, but the calculation should be Est. Incremental Revenue = (total volume x promoted price) - (baseline volume x list price)
12-1RXY8AU 12-1RXY89D 8.1.1.1
ACR 480: Within the Payment Approval view, the Amount field in Credit Memo Payment applet displays more than two decimal places
12-1RYJINX 12-1RXLDGI 8.1.1.1
ACR 480: Within Promotion > Promotion List, when users drill down on an existing promotion, click on any of the Promoted Products in the grand child applet, create a new deal, create a new payment for this deal without entering a value in the PayTo field and step off the record, the value of the Pay To field does not default to the account for which the promotion is being run
12-1RVOL6Y 12-1RVOL5H 8.1.1.1
ACR 480: Within the Promotion screen > Category pick applet, the Query button does not work
12-1RXLGQL 12-1RXLGP5 8.1.1.1 Yes, see “Instructions for ACR 480” on page 281.
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R590
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
ACR 480: When users create an account, log out of the application, log back in, navigate to the Plan screen, click the New button, enter a plan name, navigate to Plan Team, verify that the MVG does not display any values, navigate to the Account field, click the MVG, search for the account that they just created, click OK, and save the record, the Plan Team field is not populated with the account that they just tried to add
12-1RV785V 12-1RV784G 8.1.1.1 Yes, see “Instructions for ACR 480” on page 281.
ACR 480: When users create an account with two members as the Plan Team (for example, CTRIPP and RMARCKS, log out of the application, log back in as the RMARCKS user, create a plan with account and period information, and check the Plan Team information, the user RMARCKS is set as the primary user, but the application allows the user to change the Primary flag
12-1RV782J 12-1RV7811 8.1.1.1 Yes, see “Instructions for ACR 480” on page 281.
ACR 480: Changing the plan information within the Promotions screen does not update Plan fields accordingly
12-1RVO4UE 12-1RVO4TP 8.1.1.1
ACR 480: Deleting a plan from a promotion does not update the Plan fields accordingly
12-1RVO4TB 12-1RVO4SL 8.1.1.1
ACR 480: Within Promotion > Plan pick list, the OK button is not available
12-1RVO4S2 12-1RVO4QT 8.1.1.1
ACR 480: When a plan has a category with Private Flag set to Y, baseline values are not updated
12-1RVO4QI 12-1RVO4PT 8.1.1.1
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 591
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
ACR 480: Within Promotions > Promotion List screen, when users create a new promotion, associate a category to the promotion, and enter a field in the Off Invoice Rate field, the field does not become read-only
12-1RUPMUC 12-1RUPMSM 8.1.1.1
ACR 480: Within Promotions > Promotion List screen, the Off Invoice Rate should become read-only when a value is entered for the Off Invoice Pct field and vice versa, but this does not occur
12-1RUPMSB 12-1RUPMQC 8.1.1.1
ACR 480: Within Promotions > Promoted Category applet, the Tactics field is not available
12-1RU7ZTM 12-1RU7ZSX 8.1.1.1
ACR 480: The values in the PY Baseline Revenue and Target Baseline Revenue fields are calculated incorrectly
12-1RV0XWF 12-1RV0XRV 8.1.1.1
ACR 480: Within Promotions, users are not able to add products to the Promoted Product applet
12-1RV6FVL 12-1RV6FUV 8.1.1.1
ACR 480: Provides a button on the SVP Flat view to navigate to Previous, Next, and Current SVP periods
12-1RSSAP2 12-1RSSANR 8.1.1.1
ACR 480: Within Plan List > High Level Planning, when users create a plan and click Simulate, they receive an error message
12-1RUOZX8 12-1RUOZWH 8.1.1.1
ACR 480: Moves the High Leve Planning view under Plan List within the Plans screen
12-1RSB0SK 12-1RSB0R9 8.1.1.1
ACR 480: The PY Revenue and Target Revenue fields should be copied from Product Baseline
12-1RU81XF 12-1RU81VZ 8.1.1.1
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R592
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
ACR 480: Provides Claim Management functionality within Settlements > Claim List
12-1RUPJ1P 12-1RQU8CD 8.1.1.1
ACR 480: Within Admin - Data > Account Product > Baseline view, the PY Baseline Qty and Target Qty fields are read-only
12-1RSB6PK 12-1RSB6OV 8.1.1.1
ACR 480: Within Account screen > Distribution applet, the Distribution Code, Sequence Code, and Retail Order fields are missing
12-1RT9Z51 12-1RT9Z3C 8.1.1.1 Yes, see “Instructions for ACR 480” on page 281.
ACR 480: Delist date is updated with the effective end date of the product
12-1RT9Z31 12-1RT9Z1M 8.1.1.1 TYes, see “Instructions for ACR 480” on page 281.
ACR 480: Within Account screen > Distribution applet, the Auditable and List Date fields are missing
12-1RT9Z16 12-1RT9YZW 8.1.1.1 Yes, see “Instructions for ACR 480” on page 281.
ACR 480: Within Adminstration - Product > Product applet, when users select a product, update the Effective End Date field, and click the Update Delist Date button, they receive an error message
12-1RT9YZI 12-1RT9YWF 8.1.1.1 Yes, see “Instructions for ACR 480” on page 281.
ACR 480: The Auditable and List Date fields are missing from the ADL applet
12-1RT9YW4 12-1RT9YUP 8.1.1.1 Yes, see “Instructions for ACR 480” on page 281.
ACR 480: The Update Delist Date button should be read-only in Query mode in Product Administration screen
12-1RT9YU6 12-1RT9YSN 8.1.1.1 Yes, see “Instructions for ACR 480” on page 281.
ACR 480: Within the Target list applet, Copy ADL functionality does not work properly
12-1RT9YSE 12-1RT9YQZ 8.1.1.1 Yes, see “Instructions for ACR 480” on page 281.
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 593
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
ACR 480: When users navigate to Site Map > Promotion > Corporate Promotion List, click New, enter Promotion, Period, and Parent Account information, and save the record, they receive the following error message: "Promotion id required, please enter the value"
12-1RSS2IC 12-1RSS2HN 8.1.1.1
ACR 480: Within Administration - Data > Funds, when users select any fund in the top applet, navigate to the Funds Transfer tab in the third-level level navigation, create a new record in the Transfer In applet, and either press Esc or select Undo Record from the meny, they receive an error message
12-1RRTIA6 12-1RRTI9H 8.1.1.1
ACR 480: Within Adminstration - Authorized Distribution List > 2LNV detail list > Account product applet, the following fields are missing: SKU/UPC, Allocated Units, Seq. Code, Date Added, Date Changed, Effective Start, and Effective End, and within the Authorized Category product applet, the following fields are missing: Allocated Units, Effective Start, and Effective End
12-1RSAYSM 12-1RSAYR6 8.1.1.1 Yes, see “Instructions for ACR 480” on page 281.
ACR 480: Within > Adminstration - Authorized Distribution List, when users click on the 2LNV detail list, navigate to the Account Product applet, click the New button, and select a product, the date is defaulted to the current date, but the time is defaulted to 12:00:00 AM
12-1RSAYP2 12-1RSAYNN 8.1.1.1 Yes, see “Instructions for ACR 480” on page 281.
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R594
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
ACR 480: Within Adminstration - Authorized Distribution List, when users click on the 2LNV detail list, navigate to the Account Product applet, click the New button, and select the Product pick applet, the applet opens in query mode
12-1RQU5AA 12-1RQU57X 8.1.1.1 Yes, see “Instructions for ACR 480” on page 281.
ACR 480: Some fields within High Level Category are not copied to Promoted Category
12-1RRI4MW 12-1RRI4LT 8.1.1.1
ACR 480: Within Accounts > High Level Planning, the Account field is not defaulted to the parent account
12-1RRI4LI 12-1RRI4KT 8.1.1.1
ACR 480 provides the following enhancements:
■ Resolves key connection gaps between core processes: marketing and trade management, trade management and retail execution
■ Provides key functional enhancements needed to fulfill Oracle Trade Management process.
■ Significantly enhances usability across trade management in Siebel applications.
12-1RHR1SG 12-1RKLYHL 8.1.1.1 Yes, see “Instructions for ACR 480” on page 281.
Customer Order ManagementConfigurator
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 595
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
On the AIX platform, when users configure a product and encounter an error message, clicking the Explanation button on the error page causes the application to crash
12-1TYASEC 12-1QUOKCX 8.1.1.1
RaiseErrorText does not work properly within Customizable Products script
12-1T03JT6 12-1SWPR8F 8.1.1.1
When users modify an installed asset that has had changes made to the class relationships in the workspace version, they receive an error message stating that the component product is being removed
12-1T03XIC 12-1SFOTK9 8.1.1.1
The Begin Configuration Web service does not add the default product to the instance
12-1SQFLCT 12-1S1GFK5 8.1.1.1
AutoMatch Promotion functionality does not work in Remote Configurator
12-1SM2Y98 12-1SB8JB4 8.1.1.1
After Siebel 8.0.0.5 QF6501 has been applied, child product scripts in eConfigurator are not run, and the scripts on the root are run instead
12-1SMKVHR 12-1SINAW9 8.1.1.1
BatchValidate returns the wrong status on modified quotes
12-1SJ5CJI 12-1SFPA4D 8.1.1.1
Configurator crashes when invoking the 'CopyXA' method
12-1RZ1HIB 12-1LG27LD 8.1.1.1
Product Configurator :Scripting the Attribute_Changed event impacts performance on UNIX
12-1RY2OPU 12-1RNYSBH 8.1.1.1
Constraints on product quantity do not calculate correctly when products are exploded
12-1RAJ7W8 12-1PI44DB 8.1.1.1 Yes, see “Instructions for FR 12-1RAJ7W8” on page 727.
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R596
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
Batch Validate should set the status to invalid and populate the error message when validating a missing required attribute
12-1R8LSHO 12-1R1VGAZ 8.1.1.1
Within the Configurator UI, existing but ineligible items are not visible
12-1QH5LLS 12-1Q25XGN 8.1.1.1
The Customize icon should not appear within a Configurator session for child items that have product type marked as 'non structure’
12-1Q2NGYC 12-1GVJ1I5 8.1.1.1
Changing a promotion or an upgrade promotion on an order line item does not update products correctly
12-1PLH1UO 12-1PILEIJ 8.1.1.1
After users upgrade, all UI values that are attached to attribute display values are missing
12-1PLGJCL 12-1P55Q2H 8.1.1.1
In Configurator, an attribute pick list cannot be filtered by a value of a hidden attribute
12-1PILI4L 12-1J9GEWZ 8.1.1.1
Custom rules cause the Object Manager to crash
12-1OTUXFZ 12-1MFCJ25 8.1.1.1
BatchValidate does not create child items
12-1OOWDM5
12-1NCHH5Z 8.1.1.1
Component-based routing can fail if the components are not enabled in all of the servers after Siebel Server has attempted routing five times
12-1OMWL5M
12-1O139AX 8.1.1.1
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 597
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
After users have applied Siebel 8.0.0.2 QF0218, they receive the following error message when they attempt to configure a product:
"We detected an Error which may have occurred for one or more of the following reasons: Error invoking service 'Configurator Service', method 'GetDomainRowSet' at step 'Pre Pick Get Row Set'.(SBL-BPR-00162)
12-1O7OYPW
12-1NWD809 8.1.1.1
When users upgrade, some product constraint rules cause attribute values to display in red
12-1NXSFEU 12-1NKJKRL 8.1.1.1
Within eConfigurator running on a Standard Interactivity client, when users click quickly on attributes and then click the Done button, the application hangs
12-1NTIUSH 12-1N3J0OL 8.1.1.1
A Object Manager memory leak occurs when users perform the Done operation within Configurator
12-1NNUXWO
12-1N03OFF 8.1.1.1
Promotion policy enforcement results in incorrect behavior upon the first promotion policy violation 'undo' operation
12-1N22KA2 12-1LVX3H3 8.1.1.1
Eligibility Display mode 2 is not hiding in eligible products
12-1N22K77 12-1MGHHF6 8.1.1.1
Global variables do not work in eScript within Configurator
12-1N22K4B 12-1MBQUCS 8.1.1.1
Wrong validation results occur with promotions and Customizable Products
12-1N1RDOP 12-1LY4CD9 8.1.1.1 Yes, see “Instructions for FR 12-1N1RDOP” on page 722.
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R598
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
Invalid workers are not immediately inactivated or dropped to avoid their being used by other Configurator sessions
12-1MJW3F9 12-1L9C3FT 8.1.1.1
Smartpart numbers based on Attribute Matrix do not update the smart part number correctly for child components when customized twice
12-1M0PGOQ
12-1M0PGMJ 8.1.1.1
Order Management
Batch Validate does not give expected output for incomplete quotes or orders
12-1TK9032 12-1T7DFU1 8.1.1.1
This FR will fix the problem that occurs upon insert of the Auto Contract from an Order. Error ' the value for column 'CCNUM_ENCRPKEY_REF'in table 'S_AGREE_TERMS'twice in the same statement'.
12-1SM2HO1 12-1SI5HGB 8.1.1.1
When users create a bulk order of type Modify and try to update Start Date in the action set, the start date on the order is not updated
12-1SJO2TA 12-1S7POKB 8.1.1.1
Bundles the Promotion and Product class relationship so that changing a promotion in a change order loads the default product (ACR 471)
12-1S8QOEL 12-1P81O39 8.1.1.1 Yes, see “Instructions for ACR 471” on page 160.
Enforces Max and Min cardinality for Bulk Orders functionality
12-1RVOKIA 12-1QL0MPH 8.1.1.1 Yes, see“Instructions for FR 12-1RVOKIA” on page 735.
Cursors remain open after a promotion creates an agreement
12-1RNYLCO 12-1QZXUMT 8.1.1.1
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 599
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
When users click on Product Category in the Quotes screen after DVM, they receive Siebel error message SBL-DAT_00309
12-1RIPN17 12-1ORVK5E 8.1.1.1 Yes, see “Instructions for FR 12-1RIPN17” on page 728.
Date calculation in Row Set Transformation Toolkit does not work consistently
12-1RHA20H 12-1P9YKJD 8.1.1.1
A validation problem occurs with inserting and associating a record from an MVG applet
12-1QQ9WQW
12-1PQ8RSX 8.1.1.1
Users are unable to update payment profiles it the profile has been created using special characters (such as apostrophes)
12-1OUUFYF 12-1OJ22KN 8.1.1.1
Orders
The SIS OM PMT Service's Synchronize method leaves rogue cursors open, which consumes system resources
12-1QMFLED 12-1QL0ID7 8.1.1.1
When adding Customizable Products or promotions using Web Services, only Customizable Products are added, not the default components in a Sales Order
12-1OK5WH7
12-1NZNRV3 8.1.1.1
Application Deployment Manager Workspace file import fails
12-1RAJ8OH 12-1PT60R3 8.1.1.1 Yes, see “Instructions for FR 12-1RAJ8OH” on page 728.
Pricer
When users accept an upsell recommendation product on an order, the following error message appears: Error invoking service '<?>', method '<?>' at step '<?>' (SBL-BPR-00162)
12-1SF7G9Z 12-1RZJE8H 8.1.1.1
Products
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R600
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
ACR 471: The system crashes while executing iLog Rule Test case
12-1TYASDV 12-1TK3Z1X 8.1.1.1
The Upgrade Promotion function does not correctly apply constraints
12-1NT21HP 12-1N3J0VT 8.1.1.1
Data QualityOther
In Siebel 8.1.1, Data Quality does not work as expected if both DeDup and DataCleansing are enabled
12-1STTNB0 12-1PCDF0P 8.1.1.1
Data Validation Manager: Non-active fields are activated by the DVM engine
12-1RSRZYQ 12-1QV5W5B 8.1.1.1
Financial ServicesOther
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 601
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
Adds the following views in FINS (1208 and 1209):
Screen:
■ Catalog Admin Screen
Views:
■ Catalog Admin Detail View - Catalog Detail
■ Catalog Admin Detail View - Products
Screen:
■ ISS Unified Administration Screen
Views:
■ Category Master Data View - Products
■ Product Catalog Admin Detail View - Catalog Detail
■ Product Catalog Admin Detail View - Products
■ ISS Product Versions View
■ ISS Product Attributes VBC
12-1R3SH2T 12-1QCSQ49 8.1.1.1
The 'FINS CEM Calculation' Business Service 'Calculate' method does not work after users drill down
12-1QDA84B 12-1ORDCF9 8.1.1.1
Other-Retail Finance
Provides Siebel Financial Services Customer Order Management for Banking functionality (ACR 467).
12-1S987PV 12-1QT7XTB 8.1.1.1 Yes, see “Instructions for ACR 467” on page 151.
GeneralAccess Control
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R602
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
Prevents users from opening multiple sessions on the Mobile Web Client (ACR 432)
12-1O4OGQ1
12-1L89B79 8.1.1.1
Application Deployment Manager
HTTP deployment of the Rules engine data type fails
12-1QODT6O 12-1PZOO3C 8.1.1.1
ACR456: Allows users to perform Assignment Manager bulk-data maintenance (CRUD on Rules, Positions, candidates and so forth) through client views and screens
12-1Q2NT7U 12-1ORUZ7R 8.1.1.1 Yes, see “Instructions for ACR 456” on page 98.
ACR 456: Within the transaction log, the time stamp is not correct for imported and exported files (Linux-specific error)
12-1TXC0BL 12-1TXC0A2 8.1.1.1 Yes, see “Instructions for ACR 456” on page 98.
ACR 456:When users navigate to Admin Group > Positions, drill down on a position, and click Export, the following session warning error message appears: The server you are trying to access is either busy or experiencing difficulties. Please close the Web
12-1TKAELA 12-1TKAEJI 8.1.1.1 Yes, see “Instructions for ACR 456” on page 98.
ACR 456: The default value for export operations should be Upsert
12-1TETVRS 12-1TE65KB 8.1.1.1
ACR 456: When users attempt to import an empty csv file, they do not receive an error message
12-1TETVPG 12-1TETVNL 8.1.1.1 Yes, see “Instructions for ACR 456” on page 98.
ACR 456: If exported data contains a percentage sign, the import fails
12-1TETVMR 12-1TETVL9 8.1.1.1
ACR 456: Improves the quality of Assignment Manager error messages related to ACR 456
12-1SZ4I4Z 12-1SZ4I3F 8.1.1.1
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 603
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
ACR 456: When users attempt to export an Assignment Rule that does not contain data in the child applet, they should receive an error message
12-1SUAR8D 12-1SREMIN 8.1.1.1 Yes, see “Instructions for ACR 456” on page 98.
ACR 456: Within the Admin-Group > Skill view, the Import Data Skill button is not required
12-1SSUPOB 12-1SSUPNP 8.1.1.1 Yes, see “Instructions for FR 12-1SSUPOB” on page 734.
ACR 456: When users attempt to import a csv file that does not contain names or locatios in the Import dialob box, the incorrect error message displays
12-1SSUPFB 12-1SSUPCK 8.1.1.1 Yes, see “Instructions for ACR 456” on page 98.
ACR456: Deleting a missing portion of an input record does not yield an error message
12-1SSUPF2 12-1SSUPD9 8.1.1.1 Yes, see “Instructions for FR 12-1SSUPF2” on page 733.
ACR456: When users omit skill information from a csv file, they do not receive an error message when they attempt to import the csv file
12-1SSUPET 12-1SSUPE3 8.1.1.1 Yes, see “Instructions for ACR 456” on page 98.
ACR 456: The dialog box name for Import displays as Position Skill Export but it should be Position Skill Import
12-1SSCJTW 12-1SSCJQY 8.1.1.1 Yes, see “Instructions for FR 12-1SSCJTW” on page 734.
ACR456: When the server is bounced, the ServerDataSrc folder in the log directory is deleted
12-1SREMH3 12-1SREMB7 8.1.1.1 Yes, see “Instructions for ACR 456” on page 98.
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R604
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
ACR 456: When the Siebel Server and the Call Center application reside on different servers, users receive the following error message when they attempt to import a file: We detected an Error which may have occurred for one or more of the following reasons:
An error happened during restoring the context for requested location.(SBL-UIF-00313)
12-1SREMAH 12-1SREM9V 8.1.1.1 Yes, see “Instructions for ACR 456” on page 98.
ACR 456: When users export rules that have had some criteria and criteria values added to them, enter numeric values for Assignment Scores files with the operation to be updated into the csv file, and then import the edited csv file into Call Center, the score field is not updated, and no error code or error message is generated in the log file
12-1SPXSIK 12-1SPXSI3 8.1.1.1 Yes, see “Instructions for FR 12-1SPXSIK” on page 733.
ACR 456: The status of imports does not change, regardless of whether the import succeeded or failed
12-1SPXSHM 12-1SPXSGV 8.1.1.1 Yes, see “Instructions for ACR 456” on page 98.
Audit Trail
The audit trail is not in sync with server from mobile client
12-1TE6CIJ 12-1TE6CHR 8.1.1.1
Running EIM with EnableEimAuditing set to TRUE leads to an error message
12-1RQUQEX 12-1M0WC9R 8.1.1.1
Business Rules
Only one knowledgebase:module combination at a time is active
12-1TARV4S 12-1SW8CMD 8.1.1.1
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 605
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
The application may stop functioning when calling Haley Rules from runtime events
12-1QODHWT
12-1QL06E5 8.1.1.1
Data Validation Manager opens database cursors and forgets to close them
12-1QAH5TF 12-1PLG9R7 8.1.1.1
The Data Validation Engine is not called correctly on the PickRecord event, and rules are fired incorrectly
12-1OVTT1V 12-1NJKYC7 8.1.1.1 Yes, see “Instructions for FR 12-1OVTT1V” on page 730.
Calendar
With Internet Explorer 8, a double border appears around calendar appointments
12-1SJ56UP 12-1SJ56TU 8.1.1.1
With Internet Explorer 8, within Call Center, when users navigate to Calendar, click the Daily tab after verifying that there are existing appointments, click Print, select Today’s Activities (Calendar Format), and click Run, they either receive an error message stating that the server threw an exception or they are notified that Internet Explorer has stopped working
12-1SJ56TJ 12-1SJ56SC 8.1.1.1 Yes, see “Instructions for FR 12-1SJ56TJ” on page 735.
ACR 435 resolves the following issues with the printed version of the 5 Day Weekly HTML Calendar: The calendar only shows appointments that are scheduled within the 8 a.m. to 5 p.m. workday, the default page orientation for most printers is set to Portrait, changing the display intervals on the Calendar results in sporadic results, and Contact Name, Primary Phone, and Description should be displayed on the 5 Day Weekly Calendar for each appointment.
12-1QFPE7F 12-WXG93N 8.1.1.1
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R606
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
The Contact icon is not available when drilldown has been configured
12-1PZO53U 12-1OFLU7D 8.1.1.1
Within the ePharma application, when users navigate to the eCalendar screen > LS Pharma HI Activity Calendar view, and drag and drop an contact on the daily calendar onto the last available time slot, a script error occurs when users resize, move, or drag the record off of the calendar area
12-1PZO52G 12-1OB4JHF 8.1.1.1
A user is able to delete an appointment in another user's calendar even with read-only access
12-1PZ4Q5K 12-1N31LWO 8.1.1.1
When users click the Query button in Calendar My To Do's List Applet, the applet size increases and the controls stop working, and when users click the Go button, the button does not work the first time, but it does work when users click it again
12-1PSNEQB 12-1JN9R0J 8.1.1.1
Correspondence
Custom Contact / Proposal objects do not generate properly
12-1QMG1J3 12-1P81NR1 8.1.1.1
Global/Multilingual LOV
Adds translations for features and fixes in the Siebel 8.1.1.1 Fix Pack
12-1S5T3K5 12-1S5T3JL 8.1.1.1
Installation
Siebel Enterprise Server patch installation is blocked on the Linux platform
12-1U0CAEA 12-1TARCGM 8.1.1.1
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 607
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
Network Image Creator does not expose both the SEA and the SIA options
12-1SDQHGZ
12-1SDQHGF 8.1.1.1
For the Siebel Web Client, incorrect text appears in the base.txt file
12-1SCQCYI 12-1SCQCXT 8.1.1.1
After a new Gateway Name Server has been created, the installer crashes when navigating back to the main menu
12-1RZ1JB1 12-1RNH59T 8.1.1.1
Provides an OPatch to allow customers to install or uninstall 8.1.1 Quick Fixes for Siebel Tools or Siebel Mobile Web Client
12-1R7SLGL 12-1R7SLG1 8.1.1.1
The “Publish product information to Siebel Update Server” option in Network Image Creator is obsolete and should not display
12-1QH5ECK 12-1QDRA0T 8.1.1.1
Users are unable to install multiple languages using the Unattended Configuration function
12-1N22JTR 12-1LQUP21 8.1.1.1
Office
Provides support for Microsoft Office 2007 with Document Server and Siebel Search (ACR 409)
12-1N1Q81D 12-1IDNOO9 8.1.1.1 Yes, see “Instructions for FR 12-1N1Q81D” on page 722.
Other
After Siebel 8.0.0.2 QFA205 has been apllied, the Dedicated Client crashes when the Business Service Invoke method is called
12-1TK99SO 12-1SM30JX 8.1.1.1
Changes the default value for "allow reverse scans" for DB2 v9
12-1TS5GM7 12-1S5BJ8W 8.1.1.1
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R608
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
When string variables containing the empty string are used in boolean expressions they fail to evaluate correctly and the script will abort bypassing catch and finally clauses
12-1TK99Q5 12-1TAR58L 8.1.1.1
Improves the quality of error messages related to integrations
12-1SXOQ2S 12-1SXP5CT 8.1.1.1
The DBinit function fails on the mobile client
12-1SUB0QJ 12-1SUAZVN 8.1.1.1
When calling object scripts written in Siebel Visual Basic from scripts written in Siebel eScript the following error occurs: The method 'SomeMethodName' is not supported on Business Service 'SomeBusinessServiceName'.(SBL-DAT-00323)
12-1SSUEYF 12-1SSCEWB 8.1.1.1
If a script references an object using "with" so that methods do not have to repeatedly use the object reference, the script fails
12-1SBQM0M
12-1RVOMWT 8.1.1.1
After QF6501 has been applied, using Find functionality causes a runtime error
12-1S7SIUA 12-1S1FXDF 8.1.1.1
Replacement of OCIStmtFetch with OCIStmtFetch2 for Oracle 10g support
12-1S2JFXL 12-1S2JFWV 8.1.1.1
Calling GetService in eConfigurator scripts queries all available services, not just the one specified in the function's argument, which can cause performance degradation
12-1RGSQ74 12-1R1VZN3 8.1.1.1
Provides Next Step capability for TASK UI
12-1REDG33 12-1REDG1H 8.1.1.1
The Gateway Server cannot connect to the database
12-1RAJFNC 12-1PBDVO1 8.1.1.1
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 609
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
Invoking methods in .NET COM dlls sometimes fails in eScript
12-1RDFC53 12-1QER4G3 8.1.1.1
Tags Object-Manager-generated SQL with user session information to allow the administrator to trace any slow or bad SQL back to its originating Object-Manager-based task
12-1R84Y40 12-1R4AL4P 8.1.1.1
Having only a single line of script in ST engine causes a runtime error
12-1QXJDNV 12-1Q7IUCR 8.1.1.1
Within eScript, when variables used in "with" blocks are declared outside of the "with" block, they are not recognized
12-1QXJDMR 12-1Q9Z7W1 8.1.1.1
When certain scripts are used in the new scripting engine, cursor leaks occur
12-1QODT7F 12-1PMW6OI 8.1.1.1
When attach certs using mwcontrol are installed, EAI HTTP Transport is used to connect to an MA-enabled server, when the following is specified for certs:
oInputs.SetProperty("HTTPCertAuthority", "CN=DPTIPSEC,DC=dwpptp,DC=londondc,DC=com");
// Set the Serial Number of the Client Certificate
oInputs.SetProperty("HTTPCertSerialNo", "1107BA79000000000002");
the certifications are not found
12-1QODWZU
12-1OQU1KJ 8.1.1.1
During upgrade attempts, the Development database DDLIMP fails while attempting to recreate existing indexes
12-1NU063L 12-1NTZMQP 8.1.1.1
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R610
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
PIM Server Integration
If a PIMSI share is unavailable at startup, the PIMSI Engine component dies
12-1MQCM12
12-1MQCFNM 8.1.1.1
When an Exchange calendar item includes "mailto:[email protected]" (as opposed to "[email protected]"), the item is not parsed properly during inbound synchronization
12-1S2WDXF 12-1RW60TB 8.1.1.1
There is no email notification when a record is not processed by Exchange Connector
12-1RPHOHG 12-1RPHO7U 8.1.1.1
System-wide configurations performed for UserMailBoxID are not reflected in the logs
12-1R7MVJZ 12-1L51WBF 8.1.1.1
SSSE skips record-level failures of any kind during integration
12-1QUOI8I 12-1QT8EZN 8.1.1.1
Contact categories other than "Siebel Contact" are not preserved during outbound contact sync
12-1QTPBL0 12-XLYU4T 8.1.1.1
When synching, an error indicating a duplicate attendee is shown in the attendee cache
12-1QL0MAF 12-1QJJA4H 8.1.1.1
If the "Category Field" for the contact domain is changed from the default "Category," contact matching fails during synchronization
12-1QDR9DV 12-1QBCIEN 8.1.1.1
Provides support for Outlook 2007 Embedded Outlook Calendar (ACR 369)
12-1P1AWIT 12-1OXSN8J 8.1.1.1
ACR 481: Provides the ability to ignore Outlook appointments/tasks based on "Private" flag
12-1MX8ZG9 12-1LY4V61 8.1.1.1
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 611
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
ACR 481: Addresses an issue where the Outlook Add-in can lock a user out of his/her account after changing the password on the authenticating agent (e.g., Active Directory), but have not updated their Outlook Add-in password
12-1MQCFG3 12-1MBR3N7 8.1.1.1
Platforms
Applications do not switch from http to https when SecureBrowse = TRUE, HTTPS
12-1TK84BZ 12-HFIYXK 8.1.1.1
The Mainwin version command ("mwversion") does not display the version and patch level
12-1T8C7B4 12-1T8C79H 8.1.1.1
On Solaris, after Siebel 8.1.1.1 has been installed, the Call Center application is unavailable
12-1T6VFL8 12-1T6VFKJ 8.1.1.1
Remote
ACR432: A blank Error message displays when users try to launch multiple Mobile Web Client Sessions
12-1U087L1 12-1S7PRXF 8.1.1.1
Transaction Processor becomes slow when it processes large set-based transactions logged by EIM
12-1TK4ZPR 12-1T2IN2L 8.1.1.1
On the local database, manager visibility is not changed after subordinates have been removed
12-1SPGXZK 12-1S4C8GR 8.1.1.1
If you have more than one case-insensitive indexed column on a table, GennewDb fails
12-1SC3OLN 12-1S8QNHX 8.1.1.1
Repagent fails with the following error message: ORA-01400: cannot insert NULL into ("ORA05299"."S_AUDIT_ITEM"."BUSCOMP_NAME
12-1R1VGZM 12-1R1VGYV 8.1.1.1
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R612
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
MLOV-enabled fields display incorrect values after applying CIAI table changes to database
12-1QU74G4 12-1NWCZ8F 8.1.1.1
Applying database schema kits fails if CIAI is enabled on S_USER
12-1QODYE6 12-1Q71PB5 8.1.1.1
When the initialization process is attempted on the Siebel Mobile Web Client, users receive the following error message: "An Unsupported Operation was attempted.”
12-1Q25ZLO 12-1EFZ3Q9 8.1.1.1
Login lockout time is expressed in days instead of minutes and the value can only be an integer
12-1HMLBHM
12-1H2HO3L 8.1.1.1
Report Designer
The BI Publisher Report applet cannot be closed using the X icon
12-1SQFISM 12-1SQFIRV 8.1.1.1
Provides the following enhancements for BI Publisher:
■ Enables reports with parameters.
■ Enables scheduling.
■ Provides a new Web service to support the new BI Publisher security model.
12-1SFP3WR 12-1SFP3UM 8.1.1.1 Yes, see “Instructions for BI Publisher Enhancements” on page 442.
Users are unable to update the rtf template in the Report Template Registration view for existing records
12-1RAJ9OJ 12-1Q353O9 8.1.1.1
Reports Server
Within the Schedule a Report dialog box, when users click the Cancel button, the window does not close
12-1TCP6D1 12-1TCP6BM 8.1.1.1
When users click the BIP icon > Account List Report link, the application crashes
12-1U5S3EF 12-1U5S3DL 8.1.1.1
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 613
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
BI Publisher: Users are unable to choose a different report format once they have run a report using the default method
12-1TH5MF4 12-1TH5MDM 8.1.1.1
BI Publisher: Clicking the Close button does not close the Report window
12-1TH5MDA 12-1TH5MBQ 8.1.1.1
The BIPDataService.xml and BIPSiebelSecurityWS.xml files are missing from the patch installer
12-1TG6D0Q 12-1TG6D01 8.1.1.1
BI Publisher: The SiebelXMLP.jar file is outdated
12-1TG5CZR 12-1TG5CZ2 8.1.1.1
The path of dataservice.wsdl is hardcoded to a absolute path
12-1TG5CYT 12-1TG5CY4 8.1.1.1
BI Publisher: The XMLP Driver Service Business Service is missing the GetAllRoles method
12-1TG5EFC 12-1TG5EED 8.1.1.1
Error messages display behind the active window and users must minimize the application window to be able to see the error messages
12-1TE6GDE 12-1TE6FZ1 8.1.1.1
Within the application, when users navigate to Account > Account List > BIP icon, and click Account List Report, the picklist spelling is incorrect in the Reports Run dialog box
12-1TE6GD3 12-1TE6G7O 8.1.1.1
Users who do not have the appropriate responsibility can see the Schedule Reports menu
12-1TDOSFC 12-1TDOSDX 8.1.1.1
When users download a template from Administration- BIP Reports, make changes to the template and save them, and then upload the updated .rtf template, the changes that the user made are not saved
12-1TCP6DA 12-1TCP6A6 8.1.1.1
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R614
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
When users click the BIP icon and navigate to Schedule > Schedule Report, the Schedule dialog box displays the values from the last report that was run, and users cannot enter new data in any fields other than in the Job Name field
12-1TCP6A1 12-1TCP68R 8.1.1.1
When users run a report, close the parameterized report window, and then navigate to BIP Report Menu > Account List, the Schedule Report and Parameterized Report dialog boxes open together
12-1TB8SBT 12-1TAREQG 8.1.1.1
When users schedule reports using the Run Immediately option in PDF format, and then click the Schedule button, the Schedule Report window resizes
12-1TB8S9I 12-1TAREOW 8.1.1.1
When users schedule reports with the Run Immediately option in PDF format, navigate to BIP Menu > My BI Publisher Reports > My Jobs, and click the Document icon, the report output contains no data
12-1TB8S8G 12-1TARENH 8.1.1.1
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 615
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
Provides the following fixes and enhancements for BI Publisher:
■ Corrects an issue where different users receive the same report output after scheduling
■ Adds default values to the report schedule applet
■ Adds field input validation for the report schedule applet
■ Adds symbolic strings for the parameterization applet
■ Fixes a display problem with parameterization
■ Optimizes the BI Publisher code
12-1SW88PJ 12-1SW88O5 8.1.1.1 Yes, see “Instructions for BI Publisher Enhancements” on page 442.
Provides XMLP Integration - Schedule Reports functionality
12-1SFP3X0 12-1SFP3TR 8.1.1.1 Yes, see “Instructions for BI Publisher Enhancements” on page 442.
Provides XMLP Integration - User Management, and new Web services for BI Publisher's new Security Model
12-1SFP3W8 12-1SFP3VD 8.1.1.1
When generating a report from a view where the primary applet has a search specification, this expression is not passed as part of the report query
12-1QJJWDF 12-1Q37ZF9 8.1.1.1
Within Siebel Tools > Object Explorer, the Reports option should not display
12-1QDRPN2 12-1PS529D 8.1.1.1
Missing Method Input Arguments for XMLP Driver Service Business Service
12-1QDRNNC
12-1PW3PQ9 8.1.1.1
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R616
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
Corrects instances of BIP to BI Publisher throughout the interface
12-1QCSJWS 12-1P90KAL 8.1.1.1
BI Publisher: The "Routing Model" field is not populated in Mobile User Summary Report
12-1Q35LZW 12-1Q06K23 8.1.1.1 Yes, see “Instructions for FR 12-1Q35LZW” on page 723.
Search
ACR 403: Users cannot open the search center from the All Opportunities page
12-1RBZCK1 12-1NCHNGC 8.1.1.1 Yes, see “Instructions for ACR 403” on page 42.
ACR403: Drilldown on Search results does not work
12-1S1XV7D 12-1NGQQVD 8.1.1.1 Yes, see “Instructions for ACR 403” on page 42.
Provides Disconnected Search for Siebel Mobile Client (ACR 403)
12-1L9AXI2 12-1L8TZWR 8.1.1.1 Yes, see “Instructions for ACR 403” on page 42.
ACR439: Provides the ability to show Search results in the left pane.
12-1M7YTQL 12-1M7YTKT 8.1.1.1 Yes, see “Instructions for ACR 439” on page 91.
ACR 439: After Search Center is closed, Last Find and its search criteria are not retained
12-1S7PQRR 12-1R49VTZ 8.1.1.1 Yes, see “Instructions for FR 12-1S7PQRR” on page 730.
Prepopulates Search terms and sets defaults in the search task pane (ACR 439)
12-1RBZCM1 12-1NCHP85 8.1.1.1 Yes, see “Instructions for ACR 439” on page 91.
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 617
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
ACR 452: After ACR 452 has been set up, when users launch Call Center, navigate to Administration - Search > Search Index Settings and attempt to index a Business Component (such as the Contact BC), the feed files are not generated, and SCCObjMgr_enu shows the following error message: SBL-SRH-00186: An unrecognized adapter class 'CSSOSESAdapter' was specified for the search engine 'OSES'
12-1TARBRC 12-1TARBQD 8.1.1.1 Yes, see “Instructions for ACR 452” on page 96.
ACR 452: Provides Siebel Search support for languages other than ENU
12-1TARYMD 12-1T0KYST 8.1.1.1 Yes, see “Instructions for ACR 452” on page 96.
ACR452: OSES Integration uptake: Auto keyword generation
12-1P5O4RM 12-1OQD10Y 8.1.1.1 Yes, see “Instructions for FR 12-1P5O4RM” on page 723.
ACR452: OSES integration uptake: Search by file format
12-1P5O4MN 12-1OQD13S 8.1.1.1 Yes, see “Instructions for ACR 452” on page 96.
ACR452: OSES integration uptake: Mixed Operator Search
12-1P56B8M 12-1ORBTGJ 8.1.1.1 Yes, see “Instructions for ACR 452” on page 96.
ACR452: OSES integration uptake: Dynamic Weights
12-1ORBTNH 12-1ORBTM7 8.1.1.1 Yes, see “Instructions for ACR 452” on page 96.
The Administration - Mobile Search > Search Index Settings > SCC FTP Location field label is incorrect
12-1S1XV5H 12-1OXSZ78 8.1.1.1
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R618
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
When configuring the Find Applet to display the result in the main pane, the error message thrown by RaiseErrorText does not appear on the UI when it is invoked by the Find object
12-1RPEVGE 12-1QJ1W1B 8.1.1.1
With Siebel 8.0.0.5, using Siebel Find to drill down into records and then clicking the Back button results in the SBL-UIF-00335 error message
12-1RH9JAH 12-1R4A1BH 8.1.1.1
With Oracle SES, when searches contain quotation marks, the queries fail
12-1RGSQ4A 12-1PBVDYL 8.1.1.1
Allows customers to toggle between views (ACR 439)
12-1RBZCO1 12-1N3J0NR 8.1.1.1 Yes, see “Instructions for ACR 439” on page 91.
The sequence in the Look In drop-down list does not change even after the sequence has been changed in Siebel Tools (ACR 439)
12-1RBZCN1 12-1NABW5J 8.1.1.1
(ACR403): Does not contain/Exact Phase/with exact phase is not working properly
12-1RBZCJ1 12-1NFSUUI 8.1.1.1
Allows Find and Attach functionality to have the parent relationship be based on the parent applet (ACR 439)
12-1RBZCI0 12-1O4OT5J 8.1.1.1 Yes, see “Instructions for ACR 439” on page 91.
ACR 439: Associates button availability based on the parent applet, as with Siebel applications version 7.8
12-1RBZCH0 12-1O4OT68 8.1.1.1 Yes, see “Instructions for ACR 439” on page 91.
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 619
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
Implements Preview with Find, as in Siebel 7.x applications. With this enhancement, when users click the Binoculars icon, perform a search using the Find object, select a single result line item and click on Preview, the selected result is displayed as a popup window.
Note: The preview is not applicable when users are viewing the results in the Business Component view. (ACR 439)
12-1RBZCFZ 12-1O4OT7M 8.1.1.1 Yes, see “Instructions for ACR 439” on page 91.
ACR439: Implements Preview with Search functionality to match the behavior that was available with Siebel applications version 7.x
12-1RBZCEZ 12-1O4OT91 8.1.1.1 Yes, see “Instructions for ACR 439” on page 91.
ACR439: Converts "Saved Searches" from an HTML list to a drop-down pick list
12-1RBZCDZ 12-1O4OTAF 8.1.1.1 Yes, see “Instructions for ACR 439” on page 91.
ACR439: The Advanced Search button should only be activated when a search engine has been configured
12-1RBZCCX 12-1O4OTBW 8.1.1.1
ACR 439: Blank records are yielded when users perform the Find operation
12-1RBZCBW
12-1P55M4B 8.1.1.1
After ACR 439 has been applied, Previous Search criteria are lost
12-1RBZCAU 12-1P55M5L 8.1.1.1
There should not be a Search Definition dependency for the FIND function
12-1RBZC9U 12-1PG7SQT 8.1.1.1
Makes "Recent Saved Searches" only appear when a search engine has been configured
12-1RBZC8U 12-1PLXUCJ 8.1.1.1
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R620
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
When Windows Desktop Search is not installed, Basic Search unexpectedly closes the Mobile Client.
12-1RBI95M 12-1PZ42DC 8.1.1.1
ACR 452: Exact Search with quotes replaces delimeters with "e:
12-1TAA6DH 12-1SZEIXA 8.1.1.1
ACR 403: Indexing is not working on the Mobile Web Client
12-1STT0AE 12-1STT095 8.1.1.1
ACR 452: Data import using import.bat fails
12-1STTMYT 12-1STTMY4 8.1.1.1
ACR 452: Auto Keyword Generation is not refining the Search
12-1TYARO5 12-1TYARMF 8.1.1.1
ACR 452: Searching for strings with double quotes or "None of These Words" yields an error message
12-1TUW2TZ 12-1TUW2RV 8.1.1.1
ACR 452: Searching using a wildcard or a single letter followed by a wildcard should yield an error message but it does not
12-1TUW2PA 12-1TUW2IJ 8.1.1.1
ACR 452: Within the Administration Search - Search Connector Setting page, changes the labels of the Deploy and Undeploy buttons to Create Source and Delete Source, respectively
12-1THOE42 12-1THOE3D 8.1.1.1 Yes, see “Instructions for ACR 452” on page 96.
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 621
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
ACR 452: Within the Call Center application, when users index the Opportunities Business Component, add new Opportunity record, navigate to Search Admin > Search Index Settings, and refresh the Opportunity BC, they receive the following error message even if new Opportunity records were successfully added: "No records found for indexing purpose.(SBL-SRH-00225)"
12-1TD6T75 12-1TD6T55 8.1.1.1
ACR 452: After ACR 452 has been set up, when users log into the application as SADMIN/MSSQL, click on the Search Binocular icon, click the Advanced Search hyperlink, enter text in the 'None of these words' text box, they receive an inappropriate error message instead of of one that states that searching on "None of these words" alone is not supported.
12-1TAA6DT 12-1SZEIZE 8.1.1.1
ACR 452: Adds the following text boxes for Siebel Search:
■ All these words
■ Any of these words
■ Exact Phrase
■ None of these words
12-1SX7AHU 12-1SX7AGD 8.1.1.1 Yes, see “Instructions for ACR 439” on page 91.
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R622
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
When users log in to Call Center, index the Solutions Business Component, click the Binocular (Search) icon, select Solutions in the Lookin, click Go, and drill down on any of the Solutions records, they receive the following error message: "We detected an Error which may have occurred for one or more of the following reasons: The selected search result cannot be found.(SBL-SRH-00167)"
12-1SX7AF4 12-1SW7MFH 8.1.1.1
ACR 452: Exact Phrase search does not work
12-1SW7MBM
12-1SW7MAD 8.1.1.1
ACR 403: After a Business Component has been indexed, users are unable to drill down on search results, and the Mobile Web Client must be restarted
12-1SVPBQO 12-1SVPBOZ 8.1.1.1
ACR 452: Packages the Search_Engine_Config.xml and ACR452_Seed_Import.dat files for the 8.1.1.1 Fix Pack
12-1STTMVR 12-1STTMUS 8.1.1.1
ACR 452: Searching on filesystem records (Filesystem connector configured through Remote Administration) yields no results
12-1SN2A27 12-1SINAGI 8.1.1.1
ACR452: SES Integration uptake: Remote Administration configuration
12-1SMKDVD
12-1S0YCKL 8.1.1.1 Yes, see “Instructions for ACR 452” on page 96.
The application hangs when users click the Advanced Search link in the Search pane
12-1SJ62UA 12-1OUTTD2 8.1.1.1
After ACR 403 has been installed, users are unable to find the 'Admin-Mobile Search' screen after running the dataimp utility
12-1SJ62U0 12-1R4A0N4 8.1.1.1
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 623
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
Within Call Center, when users click the Binocular icon, enter Search For = *credit OR A* and click the Search/Go button, they should receive either the "Left truncated wild card query is not supported by the search engine.(SBL-SRH-00235)" or the "Single letter followed by Wildcard not supported" error messages, but instead the Search applet appears
12-1SLL019 12-1SLL00K 8.1.1.1
Improves the usability of the 'SBL-SRH-50049' error message
12-1SF7RL4 12-1SF7RJR 8.1.1.1
ACR 403: The discon_symbstring.sif and Disconnected.sif files are missing from TOOLS\REPPATCH
12-1S78VAI 12-1QR8QLH 8.1.1.1
ACR 439: The ACR439.sif folder is missing from Tools\REPPATCH
12-1S5T74H 12-1S5T73Q 8.1.1.1
Within the Server_Manager prompt, Component Search displays as unavailable
12-1S5B5AV 12-1S5B5AB 8.1.1.1
Resolves a problem where the Save Search button does not work (ACR 403)
12-1S1XV6F 12-1NK1UOB 8.1.1.1
Incremental Index Processor gives error SBL-OMS-00203 when there are no records to process
12-1RFD4GC 12-1ISHFB1 8.1.1.1
(ACR403): Users are not able to search for date ranges from the Advance Search page
12-1RBZCL1 12-1NCHNBI 8.1.1.1
Within the application (on the Dedicated Client), when users navigate to Administration - Mobile Search > Search Index Settings, select Solution (Call Center) and click on Index, the client crashes
12-1RBZC7U 12-1PZ4263 8.1.1.1
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R624
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
After ACR 403 has been applied, when users log into to the application (Dedicated Client), navigate to Administration - Mobile Search > Search Index Settings, and select Product and then Index, they receive the following error message: "An error has occurred creating business component '<?>' used by business object '<?>'. Please ask your systems administrator to check your application configuration.(SBL-DAT-00222)” .
12-1RBI96O 12-1PZ42BP 8.1.1.1
After ACR 403 has been applied, when users click Advanced Search, search on invalid criteria in Advanced Search and receive No Results Found, search on the same invalid criteria again, and then click Search and click Select All in basic search mode with blank criteria, they receive the No Results Found message instead of the results from the blank search
12-1RBI94M 12-1PZ42F9 8.1.1.1
After ACR 403 has been applied, using the Index All function throws the error message "Unable to load message 0x1(SBL-GEN-00001)
12-1RBI93M 12-1PZ42NW 8.1.1.1
Searching on SR Attachments does not work correctly
12-1RBI92C 12-1PX52N2 8.1.1.1
The seed_disconn files are not getting created after the ACR403 patch for JPN has been applied
12-1RBI919 12-1Q06HNN 8.1.1.1
Refresh Indexing Search Objects for Oracle SES crashes the Object Manager.
12-1QH55SI 12-1Q0IVZ5 8.1.1.1
Security
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 625
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
Include Mainwin 5.0.4 patch to enable certificates to work on Unix
12-1T03XZ8 12-1SK50OF 8.1.1.1
Port ACR329 Support of Security Certificates in Mainwin
12-1ROFZHA 12-1RDWN1J 8.1.1.1
The AUTOCOMPLETE attribute is not disabled in the HTML FORM/INPUT element that contains password-type input like the password field in the login page, so passwords can be store in browsers and retrieved
12-1R1VGML 12-1PX49PY 8.1.1.1
Corrects a cross-site scripting (XSS) vulnerability found with default drilldown fields in the high-interactivity application
12-1R1VGM2 12-1LEFWYP 8.1.1.1
LDAP Security adapter crashes when used with Global Catalog parameters
12-1QYIC79 12-1PE9R2X 8.1.1.1
Security Certificates with key size larger than 4096 bits fail on Unix
12-1Q35S5Q 12-1P56BSF 8.1.1.1
Mainwin fails to verify valid intermediate certificates
12-1PI44YE 12-1PCDHM6 8.1.1.1
Server Infrastructure
Within Admin - Server Configuration, when users click Server, query for Loyalty Object Manager (ENU) on the Components applet, select all of the logs, and change the log level to 5, save the change, and navigate to the Enterprise, view, they receive the following error message: We detected an Error which may have occurred for one or more of the following reasons: SBL-ADM-02049: There is no connected server targeted for that command.
12-1TB8XS8 12-1TB8XQI 8.1.1.1
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R626
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
Connection requests disappear between SCBroker and the Object Manager
12-1SN6XG9 12-1QXJEX5 8.1.1.1
A SRProc crash/timeout occurs on server startup, and jobs remain in the "Queued" state
12-1RAJ7XO 12-1QTP7FD 8.1.1.1
Addresses a memory leak related to Siebel Self-Service Applications
12-1R759QW 12-1R759QB 8.1.1.1
Customappobjmgr tasks are timing out and sessions are not closed
12-1R4AO4X 12-1R4AO4B 8.1.1.1
The garbage collector crashes during logoff when CTI is enabled
12-1P4OFB1 12-1OVC1X9 8.1.1.1
Siebel Sync
SSSE Embedded Outlook Calendar fails on IE7
12-1QYIVKD 12-1NSKQ0N 8.1.1.1
When a Siebel contact is enabled for synchronization, and the matching contact (first name, last name, email address) exists in Outlook, the existing contact is not matched
12-1Q06AUV 12-1OFLUNH 8.1.1.1
ACR 369: Updates the permissions script to grant permissions using Exchange Shell
12-1O3Y6VC 12-1O1KGDB 8.1.1.1
Provides the ability to use Exchange as system of record for calendar attendees
12-1N1QJYA 12-1LTGS5B 8.1.1.1
Task UI
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 627
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
Pausing a task-based UI task may result in the following error messages: [1] An error has occurred while restoring task instance '<task instance id>'.(SBL-BPR-00536) [2] The workflow/task engine encountered an internal error.(SBL-BPR-00232)
12-1R3BC6V 12-1Q5L8AP 8.1.1.1
Manually populating certain columns in the Siebel S_PARTY table may prevent some paused Task UI items from appearing in the Inbox
12-1QODIO5 12-1OH2I5T 8.1.1.1
Tools / Configuration
Using the Edit Web Layout menu command in Siebel Tools causes Siebel Tools to exit
12-1U57ONN 12-1TYAW7D 8.1.1.1
Siebel Tools crashes while compiling Siebel 8.0.0.5 QF0593
12-1TK99PA 12-1THNFAT 8.1.1.1
With the ST Engine turned on, the "with" statement does not behave as expected
12-1QY0ZK6 12-1OJJKWB 8.1.1.1
When script in an applet uses the this.InvokeMethod("WriteRecord") syntax and an error occurs, the event name displays instead of an error message
12-1QQAF3Y 12-1QBCBPP 8.1.1.1
The SetProperty control method with the Visible property can only hide a control, regardless of whether or not the value is True or False
12-1QDRNTS 12-1PT56EL 8.1.1.1
During LMU import, Siebel Tools stops and displays an error message, and the user has to click OK to terminate the instance that is running
12-1Q4577F 12-1PPRMZF 8.1.1.1
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R628
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
Users experience problems when running multiple sessions of Siebel Tools on the same machine while running LMU imports
12-1Q4576Z 12-1PPRMYV 8.1.1.1
Code in PreInvokeMethod and in Declarations of Browser Script causes popup applets not to open
12-1N1KM7F 12-1KDK35I 8.1.1.1
Upgrade
The datachk - Codepage tool cannot handle multiple repositories
12-1RA1UL7 12-1RA1UJN 8.1.1.1
When users run an upgrade using the job0.txt and siebin01.jcl files, during additive changes application to the target, the existing rows in the log table are deleted and only rebuild log entries are there
12-1RAKHWJ 12-1Q355KL 8.1.1.1
Upgrading from Siebel 8.1.1 SEA to Siebel 8.1.1 SIA fails with the following error message: [DataDirect][ODBC Oracle driver][Oracle]ORA-02296: cannot enable (ORA17120.) - null values found
12-1QRRBVH 12-1QT8DS1 8.1.1.1
Web Framework
Client-side logging does not perform correctly
12-1Q3N50U 12-HPOMO0 8.1.1.1
Workflow
Upgrading or editing worflow processes resets properties for other steps in the process
12-1TYBITJ 12-1PILZD3 8.1.1.1
When workflow calls a sub-process workflow which includes an Siebel Operation to set field values, an error is encountered
12-1S9RQQJ 12-1P56A6N 8.1.1.1
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 629
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
When a subtask is called from a main task, the application crashes
12-1S3DS71 12-1NQOD87 8.1.1.1
Workflow processes based on runtime events may not pick up lists of values
12-1RF7CDZ 12-1PE9QNX 8.1.1.1
Life SciencesActivity
When users try capture signatures more than once in a particular session, the application crashes
12-1T9SI6C 12-1T9SI5L 8.1.1.1
Users are unable to multi-select and add multiple attendees to a meeting
12-1OBLK4C 12-1NQ7LNP 8.1.1.1
Data Migration
Incorrect transaction status is displayed in the sender's "Sent Samples" view for records migrated from previous Siebel Life Sciences application releases
12-1R75OVY 12-1Q72AR6 8.1.1.1
Duplicate records display in the Sample Pick Applet when users try to add a Line Items for In-Progress Transactions from Siebel Life Science application versions prior to version 8.1.1
12-1R75OUW
12-1Q72APO 8.1.1.1
The system displays an error message when users try to adjust "Processed" transactions from previous Siebel Life Science application releases
12-1R75OTU 12-1Q72AO5 8.1.1.1
An error message displays when users try to acknowledge "In Transit" transactions in Samples > Received Samples
12-1R75OSS 12-1Q72AMN 8.1.1.1
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R630
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
Shipped Quantity for the "Processed with Discrepancies" records in the Received Samples does not show up correctly
12-1R75ORL 12-1Q72AL7 8.1.1.1
The transactions for "Processed with Descrepancies" records do not update to Processed status
12-1R75OQK 12-1Q72AJR 8.1.1.1
When transactions are adjusted within Siebel Life Sciences applications prior to version 8.1.1, post-migration, the adjusted transaction records do not show up in the Original Line Items applet
12-1R75OPJ 12-1Q72AJ1 8.1.1.1
Other
Adds all of the 8.1.1 views to the sia_options.txt file
12-1TENX5R 12-1TENX4H 8.1.1.1
Users are unable to save campaign responses in the Contact Call Detail view
12-1SJO29Z 12-1I3ER4T 8.1.1.1 Yes, see “Instructions for FR 12-1SJO29Z” on page 735.
The Data Migration service returns an error when executed from a Workflow
12-1R75OOH 12-1Q25Q6M 8.1.1.1 Yes, see “Instructions for FR 12-1R75OOH” on page 736.
Samples
Within the Pharma application Contacts > My Contacts view, the Sample Dropped and Requested applets should be read-only and have their Add buttons disabled when invalid data is entered
12-1TS6L62 12-1TS6L3P 8.1.1.1
No records display for Samples, Promotion Items, or Product Details within the Sample Management > Allocations and Call Activities > Product Focus screens
12-1R75OZ4 12-1Q8JEWD 8.1.1.1
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 631
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
Users are able to drop controlled substances to an SRE exception Contact Type for a State
12-1R75OY2 12-1Q7IP1X 8.1.1.1
Samples for Handheld
Inbox items are not created for sample transactions that have Disbursement Adjustment as the type
12-1R75P18 12-1QAH3KW 8.1.1.1
LoyaltyLoyalty Customer Portal
Updates Siebel Loyalty error messages to provide more detailed information about the errors
12-1QYIA05 12-1QDFKTJ 8.1.1.1
Loyalty Engine
If accrual transactions with expired points are canceled, the point balance goes negative
12-1U5SIWR 12-1U5SIW7 8.1.1.1
When a member has a negative balance, when a member redemption transaction is cancelled, the point balance is not updated correctly
12-1TUEX0T 12-1Q5L7UL 8.1.1.1
Within the Loyalty Member screen, when users query for a member under Member Name, drill down on the name to the Statement view, select a statement, and click the Generate Document tab, they receive error messages stating that they are not connected to a valid file server
12-1TDOGWU
12-1TDOGV5 8.1.1.1
Accrual cancellation leads to used points having values greater than their accrued value
12-1T9RYZS 12-1T9RYZ1 8.1.1.1
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R632
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
When users attempt to merge two members in a Redemption/Accrual Cancellation Transaction, they receive an error message
12-1T7D8JJ 12-1T7D8HQ 8.1.1.1 Yes, see “Instructions for FR 12-1T7D8JJ” on page 736.
Redemption Cancelation Transactions with vouchers are rejected in both the Transaction UI and the Task UI
12-1T7D8HE 12-1T7D8F3 8.1.1.1
Improves the quality of Loyalty application error messages
12-1T6VXJE 12-1T6VXHT 8.1.1.1
When users create a member, navigate to Tier, and click Process Tier Change, the member is not promoted to a new tier
12-1T6DMP5 12-1T6DMOL 8.1.1.1
Within the Loyalty application, when users navigate to Loyalty Members, select a member with points, click the Task bar to select Member Services, click Gift Points, enter Points = Regular, Gift To = (Customer Name), award points, and click Next, they receive the following error message: Error invoking service 'LOY Member Services', method 'SimulateServicesPromotions' at step 'SimulateServicesPromotions'.(SBL-BPR-00162)
12-1SJ5HRQ 12-1SJ5HQ6 8.1.1.1
Redemption cancellation overide points functionality should not redeem extra points
12-1S5BJ6K 12-1S5BJ59 8.1.1.1 Yes, see “Instructions for FR 12-1S5BJ6K” on page 731.
Duplicate processing of objects by loyalty batch engine
12-1R84WIL 12-1R8LQY9 8.1.1.1
Improves the overall performance of Batch Tier processing
12-1R7NHCI 12-1QUO2ZN 8.1.1.1 Yes, see “Instructions for FR 12-1R7NHCI” on page 736,
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 633
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
Duplicate tier processing occurs on the Linux platform
12-1R0WC2Q
12-1QK0TP5 8.1.1.1
When users configure a simple frequency promotion and click the Process button, they receive the following error message: Error invoking service 'LOY Processing Engine', method 'SubmitObjectForProcessing' at step 'InvokeSubmitObject':(SBL-BPR-00162)
12-1R0WC2D
12-1QU76SD 8.1.1.1
When a user has not performed Gift Points Limit setup tasks, when the user selects a member and updates the Gift Points information, when they click Next, they receive an error message related to invoking the 'LOY Member Services' method instead of an error message related to Gift Points setup not having been performed
12-1QYI9WX 12-1Q3NKNZ 8.1.1.1
Loyalty Batch Engine processes records twice
12-1QXAZCF 12-1P2S23P 8.1.1.1
There is a discrepancy between the point expiration date and accrual cancellation process
12-1QK1D4H 12-1P18LL9 8.1.1.1
Loyalty Manager
If accrued points have already been consumed, the transaction cancellation should take the next available accrual points
12-1RVNZS9 12-1RVNZQZ 8.1.1.1
Provides a Web service to serve as a wrapper for Accrual simulation calls
12-1R0WV7D
12-1PV3QSH 8.1.1.1
Auto creation of point blocks for prepaid partner is not working
12-1QYI9WB 12-1Q3NIC7 8.1.1.1 Yes, see “Instructions for FR 12-1QYI9WB” on page 727.
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R634
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
Provides RTF template changes to fix an issue where Voucher Statements (VoucherIssue, Cancellation) are not displaying Issue Date & Expiration Date correctly
12-1QYI9VW 12-1Q5L30R 8.1.1.1 Yes, see “Instructions for FR 12-1QYI9VW” on page 727.
An error message displays whenever the 'Raise Dispute' functionality is invoked for a transaction
12-1QYI9U5 12-1Q71LSD 8.1.1.1
Language transalation issue and requires code fix
12-1QYI9TU 12-1Q7IR96 8.1.1.1
MarketingCampaigns
When upgrading from Siebel application versions prior to 8.1.1 to Siebel 8.1.1 the segment trees that are more than one level deep with splits are distorted
12-1S2FFRD 12-1S2FFQT 8.1.1.1 Yes, see “Instructions for FR 12-1S2FFRD” on page 731.
Changing a node on a segment tree clears all of the allocation information
12-1QNF55C 12-1OD2S71 8.1.1.1 Yes, see “Instructions for FR 12-1QNF55C” on page 727.
Campaign Allocation applet does not show correct counts when segments are changed and Refresh Tree is used
12-1QAH5RH 12-1PV3ANX 8.1.1.1
"Token Number" is corrupted when "Allow Repeated Contacts Within Load" is checked
12-1ORVNY9 12-1O2HRQ9 8.1.1.1
Email and Web Marketing
Batch triggers do not pass the correct set of customer IDs as segmentation prompts
12-1TYBKSS 12-1TYBKRT 8.1.1.1
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 635
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
Responses are not being generated for automatic trackable URLs
12-1TXC0I6 12-1TXC0GS 8.1.1.1
URL detector replaces image source paths for all of the graphics in the body of an email, so the graphics are broken when users save
12-1TVEKTK 12-1TVEKS3 8.1.1.1
HTML Editor incorrectly appends HTTP prefix to links
12-1T30JMR 12-1NP9FJ9 8.1.1.1
Response loading is using first name only to determine if the contact exists
12-1RNH75K 12-1NWCQ7S 8.1.1.1
When users create a campaign and associate a segment tree to the campaign that has multiple nodes (second-level), when the tree is expanded, it has a remainder that is split and does not display properly in the tree
12-1RBI8H4 12-1R75VHI 8.1.1.1
When users create an offer and an email treatment, create a campaign, attach the offer and email treatment to the campaign, and click Test Treatment, they receive an error message
12-1QVMOSS
12-1QNF5R9 8.1.1.1
Provides a mechanism to autogenerate Form HTML that can be embedded in custom page
12-1QODWTG
12-1M6V1A0 8.1.1.1
Not all URLs appear in the Verify and Preview window
12-1QNF521 12-1P0SCHD 8.1.1.1
URLs are not automatically trackable
12-1NQOGCK
12-1NQ7TYV 8.1.1.1
Survey responses are not linked to campaigns
12-1NQP3ON 12-1NLY66Z 8.1.1.1
Events
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R636
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
Confirm Registration fails when contacts were added to events through campaign load
12-1NGQSNW
12-1NC0KKJ 8.1.1.1
Marketing Server
Waves are assigned a single record if the first wave setting has 0% allocation
12-1QY0YIW 12-1P81NNZ 8.1.1.1
When contact planning rules are defined for treatment channels, mutual exclusion cannot be guaranteed completely
12-1QNF549 12-1OD2S8L 8.1.1.1 Yes, see “Instructions for FR 12-1QNF549” on page 736.
SOAP arguments must be configured when using Campaign Load to external tables
12-1QMX8WH
12-1K3ZEIQ 8.1.1.1
Campaign Launch does not attempt to generate a list file when there are zero contacts in a Wave
12-1QMXRDI 12-1K3ZEFN 8.1.1.1
Campaign Load not updating Load Count when loading external tables
12-1QMXR8X 12-1K1EYLP 8.1.1.1
The 'Date Scheduled' field for Campaign Wave does not populate when a future date is selected
12-1QNEGM0
12-1H8HPIW 8.1.1.1
Other
When users create an import job, activate it, and then click the Deactivate button while processing is occurring, they receive the following error message: The selected record has been modified by another user since it was retrieved. Please continue.(SBL-DAT-00523)
12-1R84VR3 12-1R7N6Z2 8.1.1.1
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 637
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
When no Prospect ID is passed in the input field, Lead Update fails with the following error message: 'No user key can be used for the Integration Component instance 'List Mgmt Prospective Contact’
12-1R7N6XZ 12-1R7N6O0 8.1.1.1
During lead import, while trying to add the Lead Partner field, the following error message is thrown: "No definition found for the field 'Lead Partner' in the business component 'Lead’”
12-1QZXLZJ 12-1QZXLY0 8.1.1.1
Data mapping is not performed properly, and imports with xml input error out with the following EAI error message: 'First Name' is a required field. Please enter a value for the field.”
12-1QZXLWZ 12-1QZXLVJ 8.1.1.1
When list import is performed with a prospect ID that does not exist, a new prospect is created
12-1QY0ZJ0 12-1NMF0K5 8.1.1.1
Event Trigger Execution results in huge memory consumption for Workflow Process Manager
12-1QWLCO2
12-1QWLCMH 8.1.1.1
Programs
When users create a campaign and associate segment, drag and drop the Wait shape, attach a constrained connector to the campaign and then attempt to attach the other end to the Wait shape, they receive the following error message: "Field 'Next Stage Connector' does not exist in definition for business component 'Program Flowchart Next Camp Connector'
12-1S99AJC 12-1S99AIB 8.1.1.1
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R638
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
Within the Marketing application, when users create a program, add shapes, navigate to the Program list, drill down on a program name, log out, log back in again, navigate to the Programs screen, and drill down on a program name again, the system logs the user out
12-1RA4BEH 12-1OA5PY7 8.1.1.1
When users create a program flow, drag a stage, drag a wait step, drag a connector to connect a stage to the wait step, select the connector arrow, select Edit > Add Point from the right-click menu, leave the screen and then return, the edit point is gone
12-1QNF56F 12-1OA5UMP 8.1.1.1
Mobile SolutionsHandheld for Windows
Siebel application does not install on WM 6.1.4 devices, and users receive an error message stating that there are not sufficient system permissions
12-1SW7Q25 12-1SREMMN 8.1.1.1
Applying the Siebel Anywhere SRF upgrade kit causes Handheld three-way sync to hang
12-1P2RFO0 12-1P2RFND 8.1.1.1
When a database is extracted with the BCP file type, scripts containing "\n" are wrongly imported on the local database
12-1QYI7IR 12-1IZLKDL 8.1.1.1
Other
Wireless
When users create line items within sales orders, duplicate records are added
12-1Q06NX7 12-1JJHDHH 8.1.1.1
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 639
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
Partner Relationship ManagementOther
Users receive error messags when they try to qualify a prospective partner in the Administrator Partner screen
12-1SJNT7T 12-1SEQDDV 8.1.1.1
Partner Manager
'Expertise' values are removed after qualifying the Prospective Partner
12-1RAJ7UZ 12-1QZYA3H 8.1.1.1
Partner Portal
Within the PRM Manager application, when users click Shopping Cart, they receive the following error message: We detected an Error which may have occurred for one or more of the following reasons: Unterminated value for attribute '' in XML tag ''.(SBL-UIF
12-1S8QDC7 12-1S8QDAZ 8.1.1.1
When users click the Shopping Cart icon, empty the shopping cart, drill down on a recommended item, click the Add Item button to reach the New Cart applet, click the My Customer button to reach the Customer Selection applet, select a customer, change the price list, and click Next, the user is not navigated to the Transfer Cart view
12-1RIPG3X 12-1RIPG2H 8.1.1.1
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R640
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
When a cart is transferred, the value of the price list remains as the master price list rather than changing to the price list of the account to which the cart was transferred
12-1RIPG1L 12-1RIPG01 8.1.1.1
When users attempt to transfer the Shopping Cart (through the Partner Portal), the following error message appears: "Error running sub-process 'Transfer Cart Outbound Request Process' at step 'Transfer Shopping’”
12-1R8LV71 12-1L0FANB 8.1.1.1
Public SectorCase Management
Under Verification Items list applet, when users verify one item and leave another one as unverified, they are not allowed to change Case Sub-Status under the HLS Case Form applet but they are allowed to change Sub-Status from Edit Application Menu-Change
12-1QRQ64V 12-1PLGBAO 8.1.1.1
Session warning error messages occur when users try to submit a benefit case for approval
12-1QCBH4O 12-1QCBH37 8.1.1.1
Other
Creates a source code .jar file 12-1TXC3HB 12-1T30JOF 8.1.1.1
Within the Public Sector Self-Service application Suppor t> Knowledge Base view, Search functionality does not work
12-1RNDGN5 12-1RGOB9N 8.1.1.1
SalesForecasting
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 641
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
On the Forecast Details tab, the AutoAdjust functionality is greyed out on for the eleventh record onwards while using the single arrow on the vertical scroll bar
12-1SCRNIJ 12-1S87JC1 8.1.1.1
Internet Explorer 7 crashes if the CTRL-S or Save Record functions are invoked when the focus on is a new field/column created in the Forecast list applet after the field value has been populated using a picklist
12-1S1Y0WJ 12-1QMWX5R 8.1.1.1
On viewing subordinates' submitted forecasts from "My Teams forecast" view, managers cannot see data aggregated by defined aggregation levels
12-1REV2P1 12-1PLH0DT 8.1.1.1
Adjustment of subordinate forecasts (summary) with percentages is not possible when aggregation has been added
12-1Q626J5 12-1PE9QN3 8.1.1.1
Opportunities
When users use the scroll bar to navigate to records within Opportunity Record, data is not saved in Revenue Line Items
12-1REV098 12-1QMFJR1 8.1.1.1
ServiceOther
The Action Business Component is hard coded to set the status of an activity to Done when the Done flag is checked or set to True
12-1RBZC49 12-JX5I6Z 8.1.1.1 Yes, see “Instructions for FR 12-1RBZC49” on page 738.
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R642
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
Within the FRA Call Center application, when users navigate to the My Service Request view, select a record in the Service Request List Applet, select Edit menu > Change Record, select field “Owner” on the popup applet, and enter an invalid value in the value, they receive the following error message: “Unable to load message”
12-1QV5YIV 12-1PLGZZ3 8.1.1.1
Dates in Activity Plans are not being updated when the date is edited
12-1QTPTZT 12-1H6LL9V 8.1.1.1
Within Field Service, the isHoliday Business Service does not return the correct outputs
12-1QQ9WWM
12-19VLZT3 8.1.1.1
When users create an address with a recipient and mark the address as primary, log out, log back in, add an item to the shopping cart, check out, and then change the contact address on the shipping details page, the address containing the recipient is displayed without the recipient name
12-1QDRS0L 12-1POB949 8.1.1.1
Scheduling
GetElapsedBusinessTime API returns an incorrect result when there are multiple time zone entries
12-1Q2NN4M
12-1DR0EUR 8.1.1.1
Siebel E-CommerceAssets
Shipping and tax amounts are not included in the Open Order Total f ield
12-1SW8FCN 12-1SW8FBB 8.1.1.1
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 643
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
On the Asset Details page for Individual Accounts, the Bill To Address field is not populated correctly
12-1QDSJ0J 12-1NVVGDB 8.1.1.1
Browse and Select
Within the Catalog page, when users navigate to Computer & Office > Computers & Add-Ons > Computer Software, provide a price range in the Narrow By bin, and click Go, they receive the following error message: "No items found. To expand your search, please remove filters in the Expand By panel."
12-1T03IPL 12-1SXP6NF 8.1.1.1 Yes, see “Instructions for FR 12-1T03IPL” on page 739.
Configurator
With a large number of users running the application concurrently, users receive an error message when they try to configure the product
12-1ROWYK3
12-1RNY6ZZ 8.1.1.1
With a large number of users running the application concurrently, when users add products to a car, configure products, return to promotions, or try to submit orders, they receive the following error message: #{ConfigHandler.performAction}:javax.el.Eval
12-1R3AUZS 12-1R1EKMX 8.1.1.1
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R644
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
When users log in as B2B users, navigate to the Order Status page, browser for an order that has two CP products, select Copy to Cart, and select the Reconfigure link for the product, on the Configure page, the previous options should be selected, but instead a a warning message displays that says that subobjects of CP were removed
12-1QKI5Z0 12-1QH5LF3 8.1.1.1
Provides a more useful error message for minimum cardinality violation errors
12-1QGO85X 12-1QGO85B 8.1.1.1
Miscellaneous
Self-Service Applications: Users receive an error message when they try to compile the ErrorPageDirector.jsp file
12-1T3ZEBN 12-1T3ZEAB 8.1.1.1
Possible application error after a session timeout in E-Commerce
12-1QDRWVI 12-1PBEJY2 8.1.1.1
Shopping Cart and Checkout
The line-level Ship To account is not updated when user selects the Bill To and Sold To account
12-1TD34QN 12-1TD34PB 8.1.1.1
At Checkout, on the Shipping and Billing page, session may hang after session time-out.
12-1QDSO0O
12-1L3YXAQ 8.1.1.1
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 645
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
When users navigate to My Account > Modify Service, drill down on Asset #, click Next, click Next in the Modify Due Date page, choose the Upgrade/Downgrade Promotion option, select a different promotion from Available Promotions, click Next, configure the promotion, add it to the Shopping Cart, click Next in the Summary of Changes page, click Next in the Shipping page, and then click Logout on the Billing pabe, the "page cannot be found" error message occurs
12-1QDSKCD
12-1MQC54B 8.1.1.1
When a user creates a Shopping Cart, saves it, and then later deletes the chosen Address or Payment Profile from the Address Book or Payment Wallet, when the user reopens the original Shopping Cart and tries to place the order, the order may fail
12-1QDRVIG 12-1PEQUVR 8.1.1.1
The application can fail if the Cart line amount exceeds 9,999,999.99 in the local currency
12-1QDRIUP 12-1Q62WPC 8.1.1.1
Siebel E-Commerce for CommsAssets
Within the Self-Service application, Contact and Address information is not refreshed according to the account selected in the Shipping Details page
12-1SSD2GO 12-1SSD2F8 8.1.1.1
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R646
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
Users cannot add promotions to ABO-Shopping cart with default selected products
12-1S87JBI 12-1S87JA7 8.1.1.1
The Address Line 2 field for the Bill To address of a secondary user is incorrectly displayed as the Address Line 2 field of the parent record's Primary address
12-1QFOVBV 12-1QFOVAJ 8.1.1.1
When users navigate to My Products > Assets > Asset Details, verify that the products are displayed in the respective bins, select a product from one of the bins and click the Add to Compare button, the page refreshes and there is no message stating that the products have been added to the Compare Bin, and the Compare Bin page does not display
12-1QDS1DK 12-1P2RG2P 8.1.1.1
Browse and Select
Users cannot add a promotion to the shopping cart if they select a Customizable Product without having configured it first
12-1SMKT33 12-1SMKT1I 8.1.1.1
Expand By Price does not display the correct results
12-1QDSJKB 12-1NSG9IG 8.1.1.1
Configurator
A memory leak occurs 12-1SEPN3K 12-1SEPN2D 8.1.1.1
Miscellaneous
Provides a source code jar file to allow for overwrites
12-1SXPC2R 12-1SXPC27 8.1.1.1
A memory leak occurs when calling the "PSTOIntObjHier" method of EAI Integration Object to XML Hierarchy Converter
"12-1TXBUGN
12-1TXBUEZ 8.1.1.1
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 647
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
The build XML does not include the "createsourcearchive" target
12-1T5Q38F 12-1T5Q375 8.1.1.1
With a large number of users and both Product Promotion and Customizable Product scenarios, the application crashes
12-1STSZ9X 12-1STSZ9B 8.1.1.1
Within My Accounts > Modify Service, when users drill down on an asset with a promotion, click Next in the Asset Details page, select Modify My Existing Promotion, click Next, click Next in the Modify Due Date page, make changes to the information, click Next in the Summary of Changes page, select the default values, click the Next button in Modify Shipping, Billing and Subscribers page, and navigate to the Review and Submit page, the Submit button is disabled and an error message displays
12-1QJ20GR 12-1QJ20FH 8.1.1.1
Within Packages > Configurable Promotions, when users drill down on the Millenium Max 500 Packages field, the "Make Your Selection" option does not appear
12-1QDSK6D 12-1MV7OIM 8.1.1.1
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R648
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
When users navigate to the My Accounts screen, click on the Update Payment Method on a Service link to navigate to the Asset List screen, drill down on an asset number to navigate to the Asset Detail screen, click Next to navigate to the Modify Asset screen, the default billing profile is selected in the LOV, but when users click the Show Less/Show More button, the default billing profile is no longer selected
12-1NA4XY1 12-1MGRVT8 8.1.1.1
New Service
In new service activation (CP) scenario, within the Products page, the Gallery view should display but the List view displays instead
12-1QJ2KKN 12-1QJ2KJA 8.1.1.1
Users receive an error message if they add a large number of products to the shopping cart (over ten products) and then perform a new service activation
12-1QDRT9N 12-1PLH7MB 8.1.1.1
Order Status
When users upgrade from one promotion to another, the data in the order is incorrect
12-1REVTLR 12-1REVTL7 8.1.1.1
When users navigate to Order Status, select an order, navigate to the Shipment Details tab, select the individual account in the Accounts drop-down list, click on Search to navigate to the Orders page wtih the matching records, select a status for which there are no orders from the Order Status drop-down list, and click Search, a null pointer exception occurs
12-1QKIA6G 12-1QKIA53 8.1.1.1
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 649
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
Within the Review and Submit page, the Submit button is disabled for aggregate promotions that have commitments when the user has made changes that affect the original terms or commitment
12-1QJ2EH3 12-1QJ2EG6 8.1.1.1
Shopping Cart and Checkout
When users navigate to Products > Browse, add a few products to the shopping car, click the Check Out button, click Add New Profile on the Shipping and Billing Details page and set this profile to Primary, and query for the new profile in the eCommunications application, when they navigate to Profiles > Billing Profiles, the new billing profile does not have the Primary check box selected
12-1TGNL80 12-1TGNL6P 8.1.1.1
When users log in, add a few products to the Shopping Cart, click the Check Out button, keep the defaults in the Shipping Details page, click the Next button, change the account name in the Billing Details page, click the Back button, click the Cancel button in the Shipping Details page, and then click the Check Out button in Shopping Cart, the changes that were made to the Shipping Details and Billing Details pages are retained even though they were not saved
12-1T7V47Y 12-1T7V46N 8.1.1.1
Provides the web.xml file to synchronize the SIA application to be consistent with the SEA application
12-1QT7T1P 12-1QT7T15 8.1.1.1
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R650
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
Within Service screen > Forms > View Forms list applet, when users click on the Form # column to sort, the columns are no longer visible
12-1QRQ65Y 12-1PYMH5M 8.1.1.1
When users add products to the shopping cart, click on Check Out, select the default information in the Shipping Details page, click Next, change the billing account and profile for the line item in the Billing Details details page, click Cancel, check out again, and click the View link in the Bill To field for the line item in the Review and Place Order page, they receive an error message
12-1SQXAVL 12-1SQXAQE 8.1.1.1
When users add products to the shopping cart, click Check Out, update shipping information, click Next, modify the billing account in the the header in the billing page, line items to change the billing information of line items to a different account other than in the header, click Save, cancel checkout, and navigate back to the Billing page, the billing account and address of the line item that was updated still have the billing account and address from the header
12-1SQXANV 12-1SQXAM3 8.1.1.1
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 651
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
When users log in as B2B user, add an item, check out, click the Add button on the Shipping Details page to create a new contact, enter all the mandatory fields and click Save, the contact is saved and is displayed on the Contact field, but when users select the newly-added contact, a null pointer exception error message displays: Error1.JBO-29000: Unexpected exception caught: java.lang.NullPointerException, msg=null 2.java.lang.NullPointerException
12-1SGOEOJ 12-1SGOENZ 8.1.1.1
When users select a site, add an item to the shopping cart, check out, and select check as the payment method in the Billing Details page, click Add New, and then click Cancel on the dialog box, the application hangs
12-1SD92ZF 12-1SD92YV 8.1.1.1
When a large number of users are running the application concurrently, the Submit button is unavailable when users try to place an order
12-1S7Q7ST 12-1R84CM9 8.1.1.1
Region Meta data information is missing in the region-metadata-telco.xml file, so there is no no meta data information displayed in the log files
12-1S1XT6D 12-1S1XT5T 8.1.1.1
When users click the Submit button on the Order Review page, the order is placed but the user is not navigated to the Order Confirmation page
12-1ROWYNK
12-1ROWYMN 8.1.1.1
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R652
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
When users log in as a B2B user, add any product, check out, add a new contact for the logged-in user's account in the Ship To page, complete the checkouts, submit the order, add another product to the cart, check out, and then navigate to the Bill To page, the Bill To contact displayed is the contact that was added in the last order, but the contact should be defaulted to the logged-in user's contact
12-1QZY3ZN 12-1QZY3YD 8.1.1.1
When users add a product into the shopping cart, click on Check Out, do not change the primary address information in the header or at the line-item level in the Billing and Shipping page, and click the Next button to reach the Terms and Conditions page, the Bill To address is empty in Review and Place Order page
12-1QX1W5J 12-1QX1W4A 8.1.1.1
When users add an item to the shopping cart, check out, select Yes for Multiple Location on the Shipping page, select a line, change the shipping information, click the Search icon for a contact, click Cancel in the Selected Contact dialog box, and then try to change the account from the Account drop-down list, the application hangs
12-1QJJD51 12-1QJJD3P 8.1.1.1
On the Review and Place Order page and Order Confirmation page, the fields are displayed in the following order: Ship To, Bill To, and Sold To, but on the Order Details page, the order of these fields is reversed
12-1QJ1VD0 12-1PFQ9UO 8.1.1.1
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 653
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
When users log in as a B2C user, navigate to My Products > Assets > Asset List page, select an asset that is an Editable Promotion with two simple products and a customizable product, modify the asset, add child products, submit the order, navigate to the Order Details page, the price $0 for the child products that were not changed (and deleted) when the asset was modified are shown under the One Time Price column instead of the Unit Price column
12-1QFSBOF 12-1Q9ID59 8.1.1.1
When a user registers a new B2C user, adds an item to the shopping cart and places an order, the Bill To Address field is populated, but when users navigate to My Accounts > Personal > Address Book, add an address and mark it as the primary, add an item to the shopping car, and check out, the Bill To Address field is empty on the Review and Place Order, Order Confirmation and Order Details pages
12-1QE9Z1F 12-1QE9Z0V 8.1.1.1
In the Shipping Details page, when a user selects a line item and clicks the Change Shipping Information for the Line Item button, changes the request date for the line item and then clicks Save, the request date of line item changes to the request date -1
12-1QE9TXJ 12-1QE9TW8 8.1.1.1
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R654
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
When users add a configurable item to the shopping cart, expand the product and see that One Tme Unit Price displays so that users can see the prices for child products, checks out and clicks Next in the Shipping, Billing, and Sold To pages, on the Order Review page, One time Unit Price does not display
12-1QDSIK3 12-1N3LCM7 8.1.1.1
When users log in as a Child B2B user, add an item to the cart, check out, select a secondary user of the Parent Company Account in Ship To, Bill To and Sold To Account, because the secondary user does not have an address, the address is refreshed to the primary account address of the child account
12-1QDS136 12-1P562C5 8.1.1.1
When users log in as the B2B primary user, navigate to the Browse Products page, add a product to the shopping cart, click Check Out on the shopping cart bin, click the Contact LOV within the Shipping Details page, wait for the session to time out, and then click Select, the application hangs
12-1QDRWTF
12-1PCCTSH 8.1.1.1
Requested dates entered during Asset Based Order checkout flow are updated as the requested date +1 in orders
12-1QBC634 12-1QBC61Q 8.1.1.1
Cannot add products to summary of changes page
12-1QCSND4 12-1Q5L6DJ 8.1.1.1
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 655
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
When users log in as B2B users, navigate to the Products page, add a product to the cart, click the Check Out button in the shopping cart bin, select Yes for multiple locations on the Shipping Details page, select a line item and click on the Change Line Shipping Information button within the Order Lines section to display the Change Line Shipping Information dialog box, and wait for the session to time out, they receive a "This page cannot be displayed" error message
12-1PBY7W6 12-1PBY7UV 8.1.1.1
User Accounts
For a secondary B2B user, the Add New button is disabled for Account Address in the Shipping Details page
12-1QDRH42 12-1Q9ICDR 8.1.1.1
Within My Accounts > Company, with one contact already existing in the contacts list, when users click on the Contacts tab under MyAccounts > Company, and click Edit, the Account Assignment table is empty and does not list the company account and the user's individual account
12-1QC7G4J 12-1QAY5O2 8.1.1.1
When a user completes registration from the Check Out page, the user is not directed back to the Check Out page after they have completed registration
12-1PZOA1P 12-1PZOA15 8.1.1.1
Siebel eMail ResponseGeneral
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R656
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
On Linux, within Siebel eMail Response, when users navigate to any contact with valid email id, select F9 to send an email, draft text in the Send Email applet, and click Spell Check, they receive an error message. This same issue occurs within All Communication when users use F9 when replying to an outbound email as well.
12-1TUF2T5 12-1PLJFC3 8.1.1.1
When users navigate to Site Map > Communication > All Communication or Admin - Business Process > Workflow Deployment, select the list view, keep the cursor on any record other than the first record, and click Query to perform a query, a blank record is created
12-1T5X07W 12-1T5X06E 8.1.1.1
When users create a contact with an account and appropriate email address, send an inbound email to the same contact, reply from the Communications screen, send the email, and navigate back to the Contacts screen, they receive an incorrect error message
12-1T5X03L 12-1QL02QT 8.1.1.1
Provides workflows in XML form instead of as SIFs
12-1T03SKH 12-1T03SI7 8.1.1.1
Activities with Unscheduled status are not handled appropriately
12-1SC99OY 12-1SC99NH 8.1.1.1
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 657
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
After the exchange server has been shut down, when users send an email using F9, the email is queued, but after the retry expiration interval is completed and the activity is set to Cancelled status, when users navigate to the All Communications view and click the Resend button for this activity, a blank screen appears and the email's status remains In-Progress
12-1SC99ME 12-1SC99KJ 8.1.1.1
When users navigate to the All Communication view, select any "inbound email not started" email, click Forward, draft text, associate more than two attachments, and then click the Save as Draft button, the applet goes blank and the Resume button is disabled
12-1SC9947 12-1SC992E 8.1.1.1
Within the All Communications screen, when users select any record and click Reply, add some text, send the email, and then navigate back to the same email and forward it, the text from the previous email is lost, and so are any attachments
12-1S1XVA8 12-1ONDKS9 8.1.1.1
Within the Communications screen, when users click the Reply button on a record, and then click the Back button in the browser, a new record with "In Progress" is created and drillling down on the new record yields the SBL-DAT-00215 error message
12-1RB07WG
12-1O5H0SV 8.1.1.1
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R658
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
When users navigate to All Communications, reply to an email, save it as a draft, click the Back button to view the draft email, they are allowed to associate or remove a contact, and they are also allowed to do the same for a sent email, but the OK button on the pick contact applet should be disabled for drafted or sent emails
12-1RB07W2 12-1PIM03P 8.1.1.1
Within Administration > Catalogs, when users query for KB catalog, create new categories in KB catalogs, associate the Active status response template in each category, navigate to All Communication, select any inbound email and hit Reply, select the Go to Browse view, navigate to KB Catalog > Categories > Templates, select any template to be associated and click the Add button, no template is associated with the reply email
12-1RB07VO 12-1Q0OYZB 8.1.1.1
When users send an inbound email, reply to the email in the All Communication view, save the email as a draft using the Save As Draft button, navigate to All Communication, draft some text in the body of the email, and perform a query in the inbound email applet so that the query retrieves different records, the email is not saved as a draft
12-1RB07VA 12-1Q3MVV7 8.1.1.1
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 659
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
When the Remain on Same View After Send (Cancel) user preference is set, when users send an inbound email, reply to the email, draft some text in the body of the email and save the email as a draft, resume the drafted email and associate a SR to it, send the email, reply to the email, navigate to the SR using Go to SR, and then navigate back to the email, the reference to the reply email is lost and the email that was saved as a draft is not referenced
12-1RB07UW 12-1Q3MVVZ 8.1.1.1
Siebel Smart Answer
After ACR 367 has been installed, when users perform a find operation on any BC in the Search Applet, (such as Accounts) ,and select "Smart Answer" category in the Search Center, the Search "Look In" displays "Smart Answer" but the searchable fields correspond to the previously selected FIND Object instead of searchable fields specific to Smart Answer
12-1T7V3ZK 12-1T7V3YV 8.1.1.1
ACR 476: Rebases Siebel eMail Response support for SmartAnswer support
12-1U0ACK7 12-1U0ACJH 8.1.1.1
Users are unable to close the Search applet
12-1T7V430 12-1T7V3ZT 8.1.1.1
ACR 476: Reenables the Smart Answer component with the new NLP engine
12-1T7HMTB 12-1T5W64T 8.1.1.1
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R660
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
ACR 476: After the Smart Answer enhancement has been set up, when users send out an inbound email when Enable Smart Answer =True in Response group input arguments, and then check the status of the inbound email, its status is initially Auto Responded, but then it is automatically changed to Done, which should not happen until the agent clicks Done
12-1T0ANU0 12-1T0ANT9 8.1.1.1
Siebel E-SupportMiscellaneous
A memory leak occurs during Order Management scenarios
12-1R1VRQO 12-1R1VRQ3 8.1.1.1
Service Request
After solution types have been created in Call Center, indexed, and then searched for, when users invoke the Self-Service application, navigate to Support > KM pages, and click on FAQ under the Popular Support Information section, they receive the following error message: "No solution is found based on your search criteria"
12-1U5UKMD
12-1U0DU1B 8.1.1.1
With a large number of users running the application concurrently, users are not allowed to upload large (1MB) attachments, and the "Failed To Transmit Data to Network" error message appears
12-1QYISGE 12-1QYISFT 8.1.1.1
Siebel Self Service Common
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 661
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
Deployment and Packaging
The 811SelfService.ear data-source.xml file has an entry for Siebel Host that causes the following error message: JBO-30003: The application pool (oracle.apps.ss.base.model.security.SessionAMLocal) failed to checkout an application module
12-1RAJ02I 12-1RAJ01X 8.1.1.1
Miscellaneous
Users cannot navigate to the E-Support tab in the Self-Service Public Sector application
12-1T30KEU 12-1T30KE9 8.1.1.1
When users log in, select a site, navigate to Payment Wallet, select a payment profile, click Edit, and then click Delete, mandatory field valdiation occurs
12-1SF7TYY 12-1SF7TXN 8.1.1.1
When users log in as B2B users, navigate to the Order Status page, wait untill the session times out, and then expand/collapse the See All Search Options bin, the system hangs and displays an hourglass instead of navigating the user to the login page
12-1QDS1YB 12-1OMWFZH 8.1.1.1
User Accounts
Within the My Account > Company > Contacts page, users cannot add new contacts by clicking the Add button
12-1T6EAI0 12-1T6EAGP 8.1.1.1
After a B2C user registers, the application takes them to the login page and not to the confirmation page
12-1SD8ZCT 12-1SD8ZC9 8.1.1.1
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R662
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
When users perform searches from the My Account page, there is a discrepancy between the search results for the searches performed from the Orders screen and the searches performed from the Service Request screen, but the search specifications should be the same for both searches
12-1MBQKPK 12-1M4C4IF 8.1.1.1
User Management
When users log in as a B2B primary user, login as b2b primary user, navigate to Products > Order Status page, select an account within the Search dialog box, click the Contact Name LOV to display the Contact dialog box, they receive the following error message: Mandatory view criteria field(s) Account Id missing in ContactVO
12-1QDRWP8
12-1PBY7ZX 8.1.1.1
Travel & TransportationOther
ACR 488: When users create multiple quotes for multiple properties, they receive an error message
12-1T5W51N 12-1T5W513 8.1.1.1
ACR 488: Prices added to menu items are not preceded by $ signs until the record is saved
12-1T6DN88 12-1T6DN7O 8.1.1.1
ACR 488: When a Ctrl+B is done on a locked record, the copied record is also locked
12-1TENC2Y 12-1TDNULC 8.1.1.1
ACR 488: The Fixed Menu Quantity field can be updated even when it is listed under Fixed Package
12-1TK4121 12-1TK411F 8.1.1.1
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 663
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
After the Event Template has been applied to an opportunity, the opportunity's name does not appear in the Histories view
12-1TXC565 12-1TXC55L 8.1.1.1
Within Opportunities, subfunctions and their corresponding line items are not reflected at the quote level
12-1U09B2J 12-1U09B19 8.1.1.1
When users check for copy functionality when an arrival date is less than the quote arrival date, Internet Explorer crashes
12-1U0BTMT 12-1U0B1E3 8.1.1.1
The administrator does not have Edit Delete rights on the records created by other users
12-1TXTI9W 12-1TXTI8S 8.1.1.1
System-generated records are not read-only when viewed in the Histories view
12-1TXC5DA 12-1TXC5B2 8.1.1.1
Within Histories view > Quotes applet, the Status field is not read-only
12-1TXC57S 12-1TXC56O 8.1.1.1
When users try to copy a function with an error number, they receive an error message
12-1TXC4ZH 12-1TXC4YX 8.1.1.1
ACR 450: Within Function Space Diary, verifying line item attributes is failing
12-1TUWYWS
12-1TUWYVC 8.1.1.1
When users navigate to the FSD screen and click the Site Map icon, the application crashes
12-1TS6LJ7 12-1TS6LIN 8.1.1.1
ACR 488: When users select Quote > Apply Event Template, the operation fails
12-1TK4H9V 12-1TK4H9B 8.1.1.1
ACR 488: Provides Histories and Futures functionality
12-1TK3LUK 12-1QPT2Q7 8.1.1.1 Yes, see “Instructions for ACR 488” on page 292.
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R664
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
ACR 488: The Service End Time field does not default to a function's end time
12-1THO562 12-1THO555 8.1.1.1
ACR 450: The SR mapping functionality only works for the Contracted, Projected, and Blocked fields
12-1THNM3U 12-1THNM2J 8.1.1.1
ACR 488: Within Opportunity > Histories and Futures view > Histories applet, Historical Opportunities that have "Locked Flag" = "Y" have the Delete button disabled
12-1TG64N4 12-1TG64LV 8.1.1.1
ACR 488: Within the Quotes screen, users are able to add items to Fixed Packages
12-1TGNKZM 12-1TGNKY6 8.1.1.1
When users attempt to add information into the Specific Space field, they receive an error message and a blank row is inserted
12-1TG66FT 12-1TG66EJ 8.1.1.1
ACR 488: Billable Items are not displayed in the Event Checks > Guest Line items view
12-1TENSKV 12-1TENSDR 8.1.1.1
ACR 488: When users try to enter information in the Function Space field within the Function list applet > Quote screen, they receive an error message
12-1TE6G60 12-1TE6G47 8.1.1.1
ACR 488: Within the Histories view, the application permits users to check the locked field for a Historical Opportunity record, even if they are not the creator of the record
12-1TE6D2T 12-1TE6D1J 8.1.1.1
ACR 488: Within the Histories view > Quotes applet , the Comments field does not have a text box icon to allow users to easily see the comments
12-1TE6CZD 12-1TE6CY3 8.1.1.1
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 665
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
Within the Room Blocks applet within the Histories view, the Actual vs Contracted and Actual vs Blocked fields do not display as percentages
12-1TE6CXE 12-1TE6CW4 8.1.1.1
ACR 488: The threadbar title displays incorrectly for the Histories and Futures views
12-1TE6CVQ 12-1TCP4Y8 8.1.1.1
ACR 488: When users create an opportunity and a quote for it, create a function without adding any function space, and then navigate to the line items and select Create Custom Menu/Package from the menu, instead of the Create Custom Menu/Package dialog box, they receive the following error message: : Error message pop up "Method ShowPopup is not allowed here.(SBL-UIF-00348).
12-1TCP6GD 12-1TCP6F3 8.1.1.1
ACR 488: Users are unable to multiselect records from the pick applets
12-1TARYRO 12-1TARYQC 8.1.1.1
ACR 488: Within the Quote > Functions > Line Items view, the Set System Allocation flag is disabled
12-1TD6ZRH 12-1TD6ZQV 8.1.1.1
ACR 488: The System Allocation flag should be read-only if the package contain Split Menu options
12-1TD67KR 12-1TD67JL 8.1.1.1
ACR488: Within Quote > Function > Line Item screen, users are able to add items to a fixed menu
12-1TCOUBG 12-1TAR94G 8.1.1.1
ACR488: Columns are missing in the Historical Opportunity applet and Histories View applet
12-1TB8X2A 12-1TB8X0Y 8.1.1.1
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R666
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
ACR 488: Within the Histories screen, copy functionality is not working properly
12-1TB9G5X 12-1TB9G4L 8.1.1.1
Within the Property Pricing Admin screen, when users create a record in the list applet and then save the record, the Last Updated By and Last Updated Date fields are not updated
12-1T7VA8A 12-1T7VA71 8.1.1.1
ACR 488: The Split Pricing field remains unchecked even when Split Menu Price is added to the product
12-1TAR8T1 12-1TAR8RB 8.1.1.1
When users try to add new menu items or package items to existing menus, they receive the following error message: A record that contains identical values to the record you have created already exists. If you would like to enter a new record, please ensure that the field values are unique.(SBL-DAT-00381)
12-1T9SIB5 12-1T9SIAL 8.1.1.1
ACR 488: The "Histories" checkbox is missing in the "Pick Event Templates" dialog box
12-1T7D8FX 12-1T7D8DP 8.1.1.1
ACR 488: Users are unable to multiselect records from pick applets
12-1T7V61Y 12-1T7V60S 8.1.1.1
ACR 488: When users create an opportunity with Function Line Items and Room Block Line Items, navigate to the Capture view, select the hotel in the Properties applet, and click the Create Quote button, they receive an error message
12-1T5WR1X 12-1T3ZHD3 8.1.1.1
ACR 488: The setup style conflict error message is not displayed
12-1T6EEB0 12-1T6EE9W 8.1.1.1
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 667
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
ACR 488: When users attempt to sort menus within the Menu list applet by Course #, they receive an error message
12-1T6DN7J 12-1T6DN5J 8.1.1.1
Within Opportunities, the Number of Days field in the Capture Dates view allows users to enter departure dates that are before the arrival dates
12-1SJ5UDK 12-1SJ5UC3 8.1.1.1
Improves the quality of Travel and Transportation application error message
12-1SJ5WWO
12-1SJ5WV9 8.1.1.1
When users add two functions in a quote function list applet that start at different times and that have two different names, the applet is sorted by function name instead of by start time
12-1SG70W3 12-1SG70UT 8.1.1.1
Improves the usability of Travel and Transportation application error messages
12-1SF7RJM 12-1SF7RI9 8.1.1.1
ACR 450: The major header row displays color for the first two cells only instead of displaying the weekend color for all cells that display weekend information
12-1S4TOQ9 12-1S2WL15 8.1.1.1
When a quote has a function, subfunction, and complex line items, the Copy Function functionality does not work properly
12-1RXLGWP 12-1RXLGW1 8.1.1.1
There is no non-null value in address attributes (such as Zip code), so data cleansing does not work
12-1RV6UXD 12-1KPTT57 8.1.1.1
ACR 450: Within the Quote Function Line Items view, there is no folder structure for menus
12-1RHR32W
12-1RHR32C 8.1.1.1
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R668
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
Within eHospitality, when users navigate to Property Administration, query for TNT Property, drill down on Property Name to the Packages view, create a new package, save the record, and click the New button in the Package Items view, the popup window does not display any items
12-1RNY5E7 12-1RNY5DN 8.1.1.1
ACR 450: When users navigate to Property Administration, query for TNT Property, drill down on Property Name to navigate to the Event Order/Menu Items view, create new products, save the record, navigate to Opportunities and back to to Property Administration, query for TNT Property, and drill down to the Event Order/Menu Item view, the newly-created records do not display
12-1RNH7PA 12-1RNH7OG 8.1.1.1
ACR 450 provides the following enhancements:
■ Menus and Packages
■ Function Space Displays
■ Inventory Display Enhancements
■ Sleeping Room Mapping
12-1R8LRF4 12-1QJJCQN 8.1.1.1 Yes, see “Instructions for ACR 456” on page 98.
ACR 488: Provides Histories and Futures functionality for the Siebel eHospitality application
12-1QPT2UA 12-1QPT2T1 8.1.1.1 Yes, see “Instructions for ACR 488” on page 292.
Universal Customer MasterOther
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 669
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
ACR 437: The System Registrations view does not have UI validations
12-1TK4S6F 12-1RBI2FT 8.1.1.1
ACR 437: Seed data import fails for JPN and NLD
12-1TK48IP 12-1T7V6FI 8.1.1.1
ACR 437: Incorrect capitalization for the OrganizationCrossReference inbound Web Services causes the operations to fail
12-1TK48HR 12-1T7D5IF 8.1.1.1
ACR 437: The GetCrossRef operation fails for the Organization, Person, Household, and Financial Asset Business Objects
12-1TK42MX 12-1T7V6JE 8.1.1.1
ACR 437: Survivorship is not invoked correctly
12-1TJM79A 12-1TJM78P 8.1.1.1
Provides the following enhancements to the functionality provided in ACR 437:
■ Default values for Flag columns for BusinessComponent sifs
■ Adds missing LOVs [CRMML,SOAP] and Web service entries as seed data
■ Adds the Suffix and HouseholdSize fields to Integration Objects
■ Restructures the ACR437_UCM.zip directory
12-1SX7UBH 12-1RZPUB1 8.1.1.1
ACR 437: The PersonService > GetPerson method fails to return multiple records
12-1SX7UAP 12-1SD8MX5 8.1.1.1
ACR437: Includes the new cross-reference module in fasvccif.dll instead of in sscaucmxref.dll
12-1SX7UAC 12-1RVNYWA 8.1.1.1
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R670
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
ACR 437/MDM: When users create a person, save the record, and log into BPEL, ProcessPersonUCMReqABCSImpl (v. 1.0) fails with the following error message:"ESB Dispatch failed with error Response not available from the service"ProcessCustomerPartyListRequestResponse"!
12-1SX7U9X 12-1SSU75R 8.1.1.1
ACR437: The IsPrimaryMVG flg is not published for records created/updated in UI in the Acxiom flow
12-1SWGZJ4 12-1SSU76Z 8.1.1.1
Within Siebel 8.1.1 QF0001 for ACR 437, the following two files are missing from ACR437_UCM.zip: UCMMST811_seedimp_locale.inp and seed_locale_NLD.dat
12-1SOZKT8 12-1RPF1Z9 8.1.1.1
ACR 437: Acxiom DLL does not have the latest code
12-1SOZKS8 12-1RRCAHM 8.1.1.1
ACR 437: The UCMBusinessComponents.sif file is not current, so Account/Contact merge does not work
12-1SOZKR6 12-1RR1O5N 8.1.1.1
ACR 437: The incorrect versions of libraries for Pubsub and Transaction Mgr were provided
12-1SOZKP4 12-1QK1GG2 8.1.1.1
ACR 437: Provides the ability to expose CDI WebServices for all CRUD operations on key entities such as Account, Contact, Household, Financial Account, and so forth
12-1SJO2V0 12-1M4CI03 8.1.1.1 Yes, see “Instructions for ACR 437” on page 90.
ACR 437 error message strings are not provided for languages other than ENU
12-1RSS7TV 12-1RPEN89 8.1.1.1 Yes, see “Instructions for ACR 437” on page 90.
Publish/Subscribe
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 671
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
ACR 437: For Publish/Subscribe, a crash occurs for multiple thread workflows
12-1SX7UB4 12-1RZPUA5 8.1.1.1
ACR437: UNIX compilation fails at fasvccifpubsub.cpp
12-1SW1MC5
12-1RVNYUP 8.1.1.1
Publish/Subscribe fails to publish messages to the AIA middleware system when BDM workflows are run
12-1SOZKQ4 12-1RBHO55 8.1.1.1
User InterfaceControls
Provides support for Internet Explorer 8 on Windows Vista.
12-1RAJFVM 12-1RAJFUD 8.1.1.1.
Provides support for Internet Explorer 8 on Windows XP SP3
12-1RAJFTT 12-1RAJFT5 8.1.1.1
Within Opportunities > Opportunities List applet, when users create a new Opportunity Name, enter data in the Account pick applet field, and press Tab, the application opens the pick applet, but when users close the pick applet using the "X" button, and query for the record that they previously created, the application does not launch the Pick applet
12-1TE6ABF 12-1TE6AAV 8.1.1.1
Allows the Turkish i-dot character to be handled correctly in data queries (ACR 427)
12-1T4GEBF 12-1LEZF5Z 8.1.1.1
Querying with the Toggle applet in base mode causes the application to refresh
12-1SSCZU6 12-1PAWXSH 8.1.1.1
Adding a script causes the calendar control to display dates without quotes
12-1SJNTJ7 12-1N3J10T 8.1.1.1
With Internet Explorer 8, the application-level menus and applet menus do not work
12-1R1W13D 12-1PMW7JX 8.1.1.1
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R672
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
ACR 422 provides the following enhancements:
■ Adds missing text for ALT strings and other text read by screen readers
■ Adds titles for views and applets
■ Provides an announcement of row and column identifiers in list applets and allows the column used for the row identifier to be configurable
■ Fixes various “loss-of-focus” defects
■ Fixes various tab-order defects that are most often encountered when users are navigating between applets
■ Fixes various keyboard-shortcut defects and extends the list of available shortcuts
■ Adds help topics for accessibility and updates the keyboard shortcuts help topics
12-1PFQEKX 12-1N3ZXFY 8.1.1.1 Yes, see “Instructions for ACR 422” on page 46.
Layout and Rendering
Within list applets, the Show Less and Show More icons behave incorrectly
12-1SJ7NZM 12-1SJ7NYW 8.1.1.1
When users create a new Activity and change its status to Done, they receive the following error message: "We detected an Error which may have occurred for one or more of the following reasons:An error happened during restoring the context for requested location(SBL-UIF-00313)"
12-1SDQH8N 12-1EOTZ6O 8.1.1.1
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 673
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
In Standard Interactivity mode, the RTC Editor does not appear in application HTML email messages
12-1QDSL8Y 12-1LSWNLF 8.1.1.1
When the AccessibleEnhanced parameter for SI+ mode is enabled, LOV values do not appear, and screen readers cannot read any values
12-1QDS835 12-1O5H1CL 8.1.1.1
Navigation
With Internet Explorer 8, the browser's Back and Forward buttons do not work
12-1SD8N3Z 12-1RV6HKZ 8.1.1.1
Other
Querying on the Account applet generates an extra query on the Action Business Component
12-1U4HH59 12-1TK7X5V 8.1.1.1
When users navigate to Site Map > Administration Configuration > Enterprise, navigate to Component group, and perform a query using the Query button, they receive the following error message: Method PositionOnRow is not allowed here.(SBL-UIF-00348)
12-1T5X05W 12-1T5X04K 8.1.1.1
Within the eHospitality application, when users create an opportunity from the Opportunity screen, click the Arrival Date applet to select an arrival date, they receive an error message stating that UIF cannot convert formatted strings to the internal representation
12-1SI6D5V 12-1SI6D4D 8.1.1.1 Yes, see “Instructions for ACR 456” on page 98 and “Instructions for ACR 488” on page 292.
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R674
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
After navigating backwards through a Task-Based User Interface (TBUI) Task using the "Previous" button, the "Created" date field may show an incorrect date
12-1S1Y0HJ 12-1RUP3LT 8.1.1.1
Accessibility: After users have implemented ACR 422 for accessibility enhancements, the Sales application UI does not display correctly
12-1RUPLSL 12-1OQCG6I 8.1.1.1
Accessibility: Header markups are missing
12-1RUPLS7 12-1OXBCNG 8.1.1.1
ACR 422: The Accessibility_Table.sif and AdminScreen.sif files are missing
12-1RUPLR7 12-1PG7MQ4 8.1.1.1
The Ctrl+Shift+B keyboard shortcut does not open the Column Displayed popup window
12-1RVO0Q4 12-1Q260FB 8.1.1.1
Within Siebel Sales, when users navigate to the Account list applet, drill down on any record to reach the Account Entry applet, tab through the applet fields, open the Account Team MVG, press OK to close the MVG, and then press the Tab key, the focus moves to the Contact applet instead of to Status
12-1RVO0PO 12-1PBVBQX 8.1.1.1
Accessibility: Within Siebel Sales, when users navigate to the Account list applet, press Insert+F7, Previous Record Set appears in Link List, but only enabled links should display
12-1RVO0P8 12-1PBVBMR 8.1.1.1
Accessibility:The text "Required" needs to display at the end of field names that are mandatory
12-1RVO0OS 12-1PAWFN5 8.1.1.1
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 675
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
Accessibility: Corrects a defect that caused screen readers to read the incorrect word first
12-1RVO0OC 12-1PBDZME 8.1.1.1
Accessibility: In list applets, ">" and "select check box" do not have a column heading
12-1RVO0NW
12-1PBDZK6 8.1.1.1
Accessibility: Only groups of fields, lists, or tables should have headers--tabs and menus should not
12-1RVO0NG 12-1PAWFOJ 8.1.1.1
Accessibility: The Ctrl+Shift+K keyboard shortcut opens PlaceMarker List instead of the Columns Displayed dialog box
12-1RVO0MI 12-1P9HAYP 8.1.1.1
Accessibility: The Ctrl+Alt+Z keyboard shortcut does not display View Name, View Summary and Applet Name
12-1RVO0M2 12-1OXAV9N 8.1.1.1
Accessibility: Within Siebel Sales > Projects > Notes, RTC Controls are not displaying in the Description field
12-1RVO0LK 12-1OUC5MI 8.1.1.1
Accessibility: Adjusts the color contrast ratio for the "Remember my User ID And Password" dialog box
12-1RVO0KU 12-1OUC5LC 8.1.1.1
Accessibility: Within Siebel Sales > Opportunities, when users navigate to Revenue: Calculator and press the Tab key to navigate to ".", the screen reader reads this text as "link" instead of as "period”
"12-1RVO0KC
12-1OK1S1R 8.1.1.1
Accessibility: Adjusts the Color Contrast Analyzer functionality within Siebel Sales
12-1RU7S4M 12-1OD1CXK 8.1.1.1
Accessibility: Adjusts the color contrast between the foreground and the background within the Service application
12-1RUPLQT 12-1OE44M7 8.1.1.1
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R676
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
Accessibility: There is no keyboard shortcut to navigate to third-level tabs
12-1RUPLQF 12-1OH39Y6 8.1.1.1
Accessibility: Within the Service application > Service Explorer view, when users launch the screen reader, press Tab to move to the Service Request Expand link, and press Enter to expand the link, the "Page load is complete..." message displays, but the focus is lost from the Service application
12-1RUPLQ1 12-1OH39YW 8.1.1.1
Accessibility: Within the Service application, when users navigate to Service screen > All Service Requests and press Ctrl+Alt+Z, a dialog box displaying View Name, View Summary and Applet Name does not appear
12-1RUPLPN 12-1OXSNRF 8.1.1.1
Accessibility: After ACR 422 has been implemented, when users log into the application and then click on any of the screen tabs, they receive the following error message: Unable to create the Business Service 'Chat UI Business Service'(SBL-DAT-00227)
12-1RUPLP9 12-1P56CN9 8.1.1.1
Accessibility: After ACR 422 has been implemented, within the Call Center application, when users press Alt+Shift+M to go to 1st application level menu listbox file, press Enter to set forms mode on, and press Alt + Down Arrow key to open the menu listbox, the screen reader reads blank entries because it reads 1 of n entries for a combobox depending on the number of items in a combobox
12-1RV6IUD 12-1ODJYLT 8.1.1.1
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 677
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
Accessibility: The color contrast ratio is not sufficient for toolbars, buttons, and icons
12-1RV6IU1 12-1ODLAXL 8.1.1.1
Accessibility: Page spacers are not identified with an empty ALT attribute (ALT=")
12-1RUPLOV 12-1PBVCGH 8.1.1.1
Accessibility: Within the Service application > Communication tab, the color contrast for the tabs that are not active is not sufficient
12-1RV6ITR 12-1OGCKDV 8.1.1.1
Accessibility: Within the Service application > Home Page, spacers are not specified with an empty ALT attribute (ALT=")
12-1RUPLOH 12-1PBVCJQ 8.1.1.1
Accessibility: When users press Ctrl+Alt+T to navigate to the View tab, the focus moves to screen applet rather than the View tab
12-1RV6ITH 12-1OGLD07 8.1.1.1
Accessibility: Within the Service application > Home Page screen, spacers are not specified with an empty ALT attribute (ALT=")
12-1RUPLO3 12-1PBVCOT 8.1.1.1
Accessibilty: Within CTI, when users press Alt+Ctrl+M to navigate to the application menu, press Shift+F2 to navigate to the CTI Toolbar, and click inside the frame to set the focus, when an inbound call comes in, pressing Alt+Ctrl+M does not move the focus to the application menu, and pressing Shift+F2 does not move the focus to the CTI Toolbar. Instead, the screen reader displays "Frame."
12-1RV6IT4 12-1OQV78V 8.1.1.1
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R678
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
Accessibility: Within CTI, when users press Alt+Ctrl+M to navigate to the application menu, press Shift+F2 to navigate to the CTI Toolbar, press Tab to focus on the CTI Toolbar, and press Tab twice to navigate to the 'Accept Work button (the blinking telephone), instead of displaying 'Accept Work Item enabled link', the screen reader reads 'Envoke toolbar command left parenthesis ... envoke command Accept Work..... visited visited visited visited visited....'
12-1RV6ISS 12-1OQV7BL 8.1.1.1
Accessibility: The Email Text edit field is not available
12-1RV6ISI 12-1OTU6CJ 8.1.1.1
Accessibility: Within the My Templates screen, the screen reader reads the "HTML Template" checkbox as the "Public checkbox”
12-1RV6IS8 12-1OUZSZS 8.1.1.1
Accessibility: Within the Call Center application, when users press Ctrl+Shift+T and Tab down to the Communications screen tab, select My Communications, press Ctrl+Alt+] to focus on the bottom applet, and tab down to the body of the email, the screen reader reads the content of the email, but the keyboard shortcuts no longer work
12-1RV6IRY 12-1PBEKVL 8.1.1.1
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 679
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
Accessibility: Within the Call Center application, when users press Ctrl+Shift+T to move down to Contacts, press Ctrl+Alt+Q to query for a contact, press Ctrl+Alt+1 to display the Send Email Applet, press Tab to move to the Send Email: To link, press Enter to open the Address book, and then press Ctrl+Alt+Q, the Query applet does not appear
12-1RV6IRO 12-1PBEKWS 8.1.1.1
Accessibility: Within the Call Center application, when users navigate to the Accounts screen, select All Contacts from the Show combo box, select any account and drill down on the account name to reach the Account form applet, and press Ctrl+Alt+Q, the query appears, but the focus is on the bottom applet
12-1RV6IRE 12-1PBE210 8.1.1.1
Accessibility: The Help System is not available
12-1RV6IR4 12-1PG7NRG 8.1.1.1
Accessibility: In Service > Invoice, spacers are not specified with an empty ALT attribute (ALT="")
12-1RUPLNP 12-1PBVCQJ 8.1.1.1
Accessibility: Within the Call Center application, when users navigate to Contacts > All Contacts screen, bring the focus to the All Contact list applet, and press Ctrl+. (Ctrl+period), the screen reader does not read the keystroke but the focus is changed to the next record. The same issue occurs with the Ctrl+ shortcut.
12-1RV6IQI 12-1PI4IRN 8.1.1.1
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R680
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
Accessibility: When users navigate to Service > All Service Request > Invoice, initiate a query, initiate the IE Developer Toolbar, select Images > View Alt Text in IE Developer Toolbar, all decorative images, including images used for spacers, do not specify an empty ALT attribute (ALT="")
12-1RUPLNB 12-1PBVCT3 8.1.1.1
Accessibility: The screen reader reads ".....DFLT...." as a applet summary
12-1RUPLMX 12-1PJ3BJ3 8.1.1.1
Accessibility: Within the Call Center application, when users navigate to the Accounts screen, select All Accounts from the Show combo box, and highlight the Account list applet, the screen reader reads the applet as Account Details Frame even though it it a list applet
12-1RV6IQ8 12-1PJ2SAV 8.1.1.1
Accessibility: Within the Service application, when users initiate the IE Developer Toolbar from within the Home Page, and select Images > View Alt Text, all spacers are not specified with an empty ALT attribute (ALT="")
12-1RUPLMJ 12-1PMFGQP 8.1.1.1
Accessibility: Within any Siebel application, when users navigate to a view with a table, enter the table using T or Ctrl + Insert +T, turn the Forms mode ON by pressing the Enter key, and tab through the fields in the record, the screen reader reads the values in the fields and not the column header
12-1RUPLM5 12-1Q0P7T3 8.1.1.1
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 681
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
Accessibility: Within the Call Center application, when users tab down to the Accessibility link on homepage, press Enter to open the Introducing Accessibility page, click on "Getting Started: Using Keyboard Shortcuts" to open the Using Keyboard Shortcuts page, and press Tab to navigate to "Introducing Accessibility" under the See Also section, the screen reader reads Introducing and Accessibility as different links instead of one single link
12-1RV6IPX 12-1PJ2SCU 8.1.1.1
Accessibility: Within Siebel Sales, when users navigate to the Revenues screen, press Ctrl+Shift+V to place the focus on the Show combo box, press Enter, and press Alt+ the down arrow to open the combo box, the menu is executed before the user can press the down arrow to focus on a menu item
12-1RU7S3L 12-1PYEFBL 8.1.1.1
Accessibility: Within the Siebel Public Sector application, when users navigate to Evidence > Evidence list applet, create a new record, press Tab to navigate to the Evidence Parent pick icon, press Enter, and attempt to launch a query, they receive an error message
12-1RUP2XC 12-1Q2MXXG 8.1.1.1
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R682
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
Accessibility: Within the Siebel Service application, when users navigate to Service > All Service Requests > Charges view, initiate the IE Developer Toolbar, and select Images > View Alt Text in IE Developer Toolbar, in the View tab bar, all of the spacers are not specified with an empty ALT attribute (ALT="")
12-1RUP1FX 12-1PBVCN3 8.1.1.1
Accessibility: Within the Siebel Public Sector application, when users navigate to Cases screen > Cases list applet, and press Ctrl+Alt+] to focus on the Cases form applet, the screen reader does not read the default control's name
12-1RUP2W9 12-1OYTDIR 8.1.1.1
Accessibility: Within the Siebel Public Sector application, when users navigate to Leads screen > Leads form applet, press Tab to navigate to the New button and press Enter, press Tab to navigate to the Team Member MVG, press the New button within the Team Member dialog box, press Tab to navigate to the Find dialog box, and press Alt + the down arrow key to change the selection, the Next/Previous sets of records displays
12-1RUP2VU 12-1PILJI1 8.1.1.1
Accessibility: Within the Siebel Public Sector application, when users navigate to Cases Screen > Cases form applet, press Ctrl+N or click the New button to create a new record, cancel the operation, and attempt to query, the label for the required fields displays "Required Required...:"
12-1RUP2VF 12-1PS5Z73 8.1.1.1
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 683
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
Accessibility: Within the Siebel Public Sector application, when users navigate to Cases screen > Cases list applet, press Alt+Q to perform a query, delete a record, and then attempt to undo the operation using the ESC key, the Alt+Q and ESC keyboard shortcuts do not work
12-1RUP2V4 12-1Q25XIX 8.1.1.1
Accessiblity: Within the Siebel Public Sector application, the Query, Cancel, and Delete buttons are missing from some of the screens
12-1RUP2UP 12-1Q3N2WK 8.1.1.1
Accessibility: Within the Siebel Public Sector application, when users navigate to the Administration - Application > View Attributes view, create a new record with Attribute Type = Summary and View Name = "HLS All Case List View", change the Attribute Value to "Changed sum HLS All Case List View", save the record, repeat the previous steps for the "PUB All Leads list view, and generate a new XML file, the changes that they have made are not reflected in the new XML file
12-1RSAOI2 12-1Q905IV 8.1.1.1
Accessibility: For the Siebel Public Sector application, when users attempt to import the SIF files in the REPPATCH\ACCESSIBILITY\sif folder, the AccessibilityXMLFileName application-level user property is not compiled into the SIF
12-1RSAOHM
12-1QZY9D9 8.1.1.1
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R684
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
Accessibility: Within the Siebel Public Sector application, when users navigate to Immigration Contacts screen > Identities view, and create a new record under Identities form applet, an additional Delete button displays, and this button is not necessary because there is a Cancel button on the applet
12-1RSAOHD 12-1R0F1JX 8.1.1.1
Accessibility: Within the Siebel Call Center SI+ application, when users navigate to the Contacts screen, open the IE Developer toolbar, select Images > View Alt Text in the IE Developer toolbar, within the Contact home page, the Recent Record spacers are not specified with an empty ALT attribute (ALT="")
12-1RSANEG 12-1PI40XY 8.1.1.1
When users log into Siebel Sales and navigate to Contacts Screen tab > Contacts > Show Combo box >Job Title Analysis > Contact Chart View - Job Title Analysis, they receive the following error message: JAWS Failed to read Error in Chart Server connect string, or the Chart Server is not started. (SBL-CHT-00103)
12-1RSANCE 12-1OGKNKN 8.1.1.1
Accessibility: In Service Requests, the spacers are not specified with an empty ALT attribute (ALT="").
12-1RSAN9A 12-1PBVCKS 8.1.1.1
Accessibility: Within the Comm Inbound Item Body applet, spacers are not specified with an empty ALT attribute
12-1RSAN79 12-1PI40ZP 8.1.1.1
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 685
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
Accessibility: In the My Templates view, the spacers are not specified with an empty ALT attribute
12-1RSAN67 12-1PI4112 8.1.1.1
The <Accessibility>Page download confirmation message should be disabled by default
12-1ROFVKG 12-1ROFVJ1 8.1.1.1
Accessibility: Within the Siebel Call Center SI+ application, when users navigate to teps to the Contact > All Contacts view, select the Account MVG, press Enter, and press Ctrl+Insert+T, no table is listed
12-1ROFVIQ 12-1ROFVHH 8.1.1.1
If a user closes a tabbed browsing window in Internet Explorer 7 by clicking on the X, then the window closes but the Siebel session is not logged out
12-1R1VGKZ 12-1NCHOM7 8.1.1.1
Object Manager crashes when attempting to Export Tab Layout
12-1QUO1AN 12-1QMXGFN 8.1.1.1
Popups/Pick Lists/MVG/Shuttle
When users try to undo a query after typing in a set of characters, they receive the folllowing error message: "Method UndoRecord is not allowed here. (SBL-UIF-00348)”
12-1T6DTOD 12-1T6DTMX 8.1.1.1
Personalization rules do not work on Association applets
12-1SZMOB5 12-1P5N6JM 8.1.1.1
With Internet Explorer 8, when users navigate to any views, they receive the following error message: 'navigator.SWE_historyKeys.1235411125328' is null or not an object
12-1SF7XSB 12-1S99GIP 8.1.1.1
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R686
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved ChangeRequests
With Internet Explorer 8, the Ctrl + D shortcut opens "Add a favorite" instead of deleting the record in the Attachments applet
12-1SF7XRC 12-1SF7XQL 8.1.1.1
With Internet Explorer 8, when users navigate to Expense Reports > Expense List, create a new record, click on the Opportunity pick applet in the form applet, and then click on the Account pick applet, the application hangs
12-1S9RQYV 12-1RU7S2V 8.1.1.1
Within Internet Explorer 8, within the Contact list applet, when users click Send Page and click the icon within Message Body, the OK and Cancel buttons display incorrect text
12-1SC3OFC 12-1SC3OEN 8.1.1.1
Minimizing or maximizing Internet Explorer 7 when on a Multi-Value Group causes the application to crash
12-1SC96ZX 12-1P19TU1 8.1.1.1
With Internet Explorer 8, when users launch the application, navigate to the Account list applet, press Ctrl+Shift+J, close the Favorites tab, and then press Ctrl+Shift+K, a new windows tab opens, and when users press Ctrl+N, a new browser window displays
12-1SC95S7 12-1SC95RI 8.1.1.1
With Internet Explorer 8, using the CTRL + L keyboard shortcut opens the Open popup window instead of the Correspondence window
12-1SC95R6 12-1SC95PX 8.1.1.1
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
Siebel Maintenance Release Guide Version 8.1.1.x, Rev. R 687
Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. R ■ Resolved Change Requests
Instructions for FR 12-1ZFE3KRWithin My Oracle Support, navigate to the Knowledget tab, and search for Doc ID 473945.1. Follow the instructions in that document before you perform the procedure detailed below.
1 Within Siebel Tools, edit Signature Capture Applet ( in this case Order Signature Capture) to use class as “CSSFrameFSSign” instead of “CSSFrame”.
2 Edit the corresponding BC to have “Signature” field. The name of the BC field introduced for storing signature data must be “Signature” only.
The applet Browser script should refer to the Signature field to store/read the signatures from the database table.
3 Run “genbscript command” to generate all java script for all browser script.
When duplicating a record in the list applet, an error can be generated. On Internet Explorer 6, the error message will go away when acknowledged, and focus can then be changed to the form applet. On Internet Explorer 7, the error message does not go away.
12-1OK0ULQ 12-1OK0UL5 8.1.1.1
Web ServiceOther
Within Siebel Tools, when users navigate to File > New Object > EAI tab > Web Service, and display the WSDL Import Wizard dialog box, when users select a locked project, select the Adobe LiveCycle 8.1 WSDL file, and click Next, they receive the following error message: There are no web service definitions to be generated.(SBL-EAI-04340)
12-1RH8IMZ 12-1PG7NLN 8.1.1.1
Integrating attachments does not work when WS-Security is used
12-1RH8IMO 12-1LTG2F6 8.1.1.1
Table 19. Resolved Change Requests in the 8.1.1.1 Fix Pack
Issue Addressed Fix Request ID
Change Request ID
Fixed in Version
Configuration Instructions
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4 To overcome the “The specialized method ‘StoreSignature' is not supported on Business Component ‘Order Entry - Orders' used by Business Object 'Order Entry (Sales)'” error message, use “return (CancelOperation);” instead of “return (ContinueOperation);” in the WebApplet_PreCanInvokeMethod.
Instructions for FR 12-1YKOEQV1 Within Siebel Tools, navigate to the LOY Members project, and lock it.
2 Within the Repository Objects panel, select Projects.
3 Query for the LOY Members project and lock it.
4 Within the Repository Objects panel, select Business Components, and add a new record with the following details.
❏ Name: LOY Merge Action
❏ Table: S_EVT_ACT
❏ Project: LOY Members
5 Save the Business Component.
6 In the Repository Object panel, select Business Components, select Fields, and add a new field with the following details:
❏ Name: LOY Member Id
❏ Join: S_EVT_ACT_LOYX
❏ Column:
❏ Force Active: TRUE
❏ Immediate Post Changes: TRUE
7 Compile the LOY Merge Action business component to the SRF.
8 Create a new link between the LOY Member business component and the LOY Merge Action business component:
a In the Repository Object panel, select Link.
b Create a new record with the following details.
❏ Parent BC: LOY Member
❏ Child BC: LOY Merge Action
❏ Source Filed: Id
❏ Destination Field: LOY Member Id
❏ Name: LOY Member/LOY Merge Action
❏ Project- LOY Members
c Save the link and compile it link to the SRF.
9 Add the LOY Merge Action business component to the LOY Member business object:
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a In the Repository Objects panel, select Business Objects.
b Query for the LOY Member business object and lock it.
c Add a new record in Business Object Components with the following details
❏ Business Component: LOY Merge Action
❏ Link: LOY member/LOY Merge Action
10 Save the business object and compile it to the SRF.
Instructions for FR 12-1XS21JF1 Within Siebel Tools, navigate to the LOY Members project, and lock it.
2 Import 'LOY Redemption Voucher Reissue' Task UI.
3 Navigate to Administration > Business Process >Task Deployment.
4 Query for the LOY Redemption Voucher Reissue Task UI and activate it.
Instructions for FR 12-1XM93ST1 Import "LOY Point Balances Project.sif" and compile it to the srf.
2 Select "LOY Member" under Business Object, add "LOY Member Point Balances VBC" as Business Object Component (link is not required) and compile the SRF.
3 Select "LOY Member Services" under Business Service, add "CalMemPointBalances" to Business Service Method (no input/output arguments required) and compile the SRF.
4 Under View, select "LOY All Member View", "LOY All Members Across Organization View", "LOY Member Detail View" and "LOY My Member View", add "LOY Member Point Balances Task Group" under View Task Group list and compile the SRF.
5 Navigate to Administration - Business Process > Task Deployment.
6 In the Published Tasks applet, query for the "LOY Member Point Balance" task flow and activate it.
7 Navigate to Administration - Application > Tasks.
8 In the Registered Tasks applet, click New and add "LOY Member Point Balance" task for Task Name.
9 In the Responsibilites applet, click New, and add the Siebel Administrator and Loyalty Administrator responsibilities.
Instructions for FR 12-1Z3ZZO2Fix involves the following repository changes.
(I). Create 'LOY Merge Transaction' BC
1 Within Siebel Tools, navigate to the LOY Members project, and lock it.
2 Create a new business component with the following details:
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❏ Name: LOY Merge Transaction
❏ Project: LOY Members
❏ Table: S_LOY_TXN
3 Add the following fields to this business component
❏ Field Name : Member Id
❏ Column: MEMBER_ID
❏ Field Name : Voucher Id
❏ Column: VOUCHER_ID
4 Query for the LOY Member business object and lock it.
5 Add a Business Object Component with the following details:
❏ Bus Comp: LOY Merge Transaction
Instructions for FR 12-1P4ORNT1 Within Siebel Tools, navigate to Object Explorer, and query for the LS Document Tracking
business component.
2 Lock the LS Clinical Enhancement project.
3 In the Field section of the LS Document Tracking business component, create a new record with the following values:
❏ Column Name: Login User
❏ Calculated Field: Check
❏ Calculated Column: LoginName()
❏ Type Column: "DTYPE_TEXT".
Leave the rest of the entries in the default state.
4 Get the sif files from $TOOLS_PATH/REPPATCH/811x_FP_LS_Clinical_BIP_Reports.zip and lock the LS Clinical Enhancements project.
5 Import BIP_LS_Protocol_Document_Tracking.sif and compile the SRF.
6 Within the Siebel application, navigate to Site Map >Administration - BI Publisher Reports > Reports - Standard Templates.
7 Create a new report wcalled Protocol Level Document Tracking and associate it with the template (.rtf file) available for that report. Select Output type as "All".
8 In the XLIFF field, upload the xliff file corresponding to the report.
9 In Report Standard Template Registration Admin View > Translations tab, create a new record and pick the desired language and report name for which the translation is required.
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10 In the Integrations Objects tab, navigate to the Integration Object Name field and query for "BIP LS Protocol Document Tracking"
11 Naviate to Administration-BIP Report > View Association, and associate view where you want to see the report.
Instructions for FR 12-1P4ORN31 Within Siebel Tools, navigate to Object Explorer and query for the LS Document Tracking business
component.
2 Lock the LS Clinical Enhancement project.
3 In the Field section of the LS Document Tracking business component, create new record with the following values:
❏ Column Name: Login User
❏ Calculated Field: Checked
❏ Calculated Column: LoginName()
❏ Column Type: "DTYPE_TEXT"
Leave the rest of the entries in the default state.
4 Get the sif files from $TOOLS_PATH/REPPATCH/811x_FP_LS_Clinical_BIP_Reports.zip and lock the LS Clinical Enhancement project
5 Import BIP_LS_Region_Document_Tracking.sif and compile the SRF.
6 Within the Siebel application, navigate to Site Map > Administration - BI Publisher Reports > Reports - Standard Templates.
7 Create a new report and associate it with the template (.rtf file) available for that report. Select Output type as all.
8 In the XLIFF field, und upload the xliff file corresponding to the report.
9 In the Translations tab, query for "BIP LS Region Document Tracking" in the Integration Object name field and select it.
10 Within Report Standard Template Registration Admin View > Translations tab, create a new record and pick the desired language and report name for which the translation is required.
11 Navigate to Administration-BIP Report > View Association and associate the view where you want to see the report.
Instructions for FR 12-1P4ORMQ1 Within Siebel Tools, navigate to Object Explorer and query for the Clinical Protocol Site business
component.
2 Lock the LS Clinical Protocol Site project.
3 If the field "Login User field does not already exist, within the Field section of the LS Document Tracking business component, create a new record with the following values:
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❏ Column Name: Login User
❏ Calculated Field: Checked
❏ Calculated Column: LoginUser()
❏ Column Type: "DTYPE_TEXT"
Leave the rest of the entries in the default state.
4 Get the sif files from $TOOLS_PATH/REPPATCH/811x_FP_LS_Clinical_BIP_Reports.zip and lock the LS Clinical Protocol Site project.
5 Unzip the zipped file, import "BIP LS Clinical Protocol Site.sif", and compile the SRF.
6 Within the Siebel application, navigat to Site Map >Administration - BI Publisher Reports-> Reports - Standard Templates.
7 Create a new report and associate it with the template (.rtf file) available for that report. Select Output type as all.
8 In the XLIFF field, upload the xliff file corresponding to the report.
9 Navigate to Report Standard Template Registration Admin view > Translation tab create a new record and pick the desired language and report name for which the translation is required.
10 In the Integrations Objects tab, navigate to the Integration Object Name field and query for "BIP LS Clinical Protocol Site".
11 Navigate to Administration - BIP Report > View Association, and associate the view where you want to see the report.
Instructions for FR 12-1P4ORMD1 Within Siebel Tools, navigate to Object Explorer, and query for the Clinical Protocol Site business
component.
2 Lock the LS Clinical Protocol Site project.
3 If the Login User field does not already exist, in the Field section of the LS Document Tracking business component, create a new record with the following values:
❏ Column Name: Login User
❏ Calculated Field: Checked
❏ Calculated Column: LoginName()
❏ Column Type: "DTYPE_TEXT"
Leave the rest of the entries in the default state.
4 Make the following changes for Indication Display:
a Within Object Browse, under Business Component navigate to Join and create a new record with the following values:
❏ Table: S_CL_PGM_APP_LS
❏ Alias: S_CL_PGM_APP_LS
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b Navigate to Join Specification, and create a new record with the following values:
❏ Name: Application Id
❏ Source Field: Application Id
c Save the record.
d Within Object Browse, under Business Component, navigate to Field, and create a new record with the following values:
❏ Name: Application Id
❏ Join: S_CL_PTCL_LS
❏ Column: PGM_APPLN_ID
e Save the record.
f Within Object Browse, under Business Component, navigate to Field, and create a new record with the following values:
❏ Name: Protocol Program Indication
❏ Join: S_CL_PGM_APP_LS
❏ Column: INDICATOR_CD
❏ PickList - Clinical Program Indication Picklist
g Save the record.
5 If you do not want to perform the manual steps detailed above, do the following:
a Get the sif files from $TOOLS_PATH/REPPATCH/811x_FP_LS_Clinical_BIP_Reports.zip and lock the LS Clinical Protocol Site project.
b Import Clinical Protocol Site.sif.
6 Get the sif files from $TOOLS_PATH/REPPATCH/811x_FP_LS_Clinical_BIP_Reports.zip and lock the LS Clinical Protocol Site project.
7 Unzip the zipped file and import "BIP LS Clinical Protocol Site.sif".
8 Compile the SRF.
9 Within the Siebel application, navigate to Site Map >Administration - BI Publisher Reports-> Reports - Standard Templates.
10 Create a new report and associate it with the template (.rtf file) available for that report. Select Output type as all.
11 In the XLIFF field, upload the xliff file corresponding to the report.
12 Within Report Standard Template Registration Admin View > Translations tab, create a new record and pick the desired language and report name for which the translation is required.
13 In the Integrations Objects tab, within the Integration Object Name field, query for BIP LS Clinical Protocol Site.
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14 Navigate to Administration-BIP Report > View Association, and associate the view where you want to see the report. Here we want to see the report in "Clinical Protocol Site List View", "Clinical Protocol Site Manager's List View", and "Clinical Protocol Site All List View". So we associate this view here.
Instructions for FR 12-1P4ORM01 Within Siebel Tools, navigate to Object Explorer, and query for the Clinical Protocol Site business
component.
2 Lock the LS Clinical Protocol Site project.
3 If the Login User field does not already exist, in the Field section of the Clinical Protocol Site business component, create a new record with the following values:
❏ Column Name: Login User
❏ Calculated Field: Checked
❏ Calculated Column: LoginName()
❏ Type Column: "DTYPE_TEXT"
Leave the rest of the entries in the default state.
4 Get the sif files from $TOOLS_PATH/REPPATCH/811x_FP_LS_Clinical_BIP_Reports.zip and lock the LS Clinical Protocol project.
5 Unzip the zipped file, import the BIP_LS_Site_Enrollment_Status.sif, and compile the SRF.
6 Witin the Siebel application, navigate to Site Map > Administration - BI Publisher Reports > Reports - Standard Templates.
7 Create a new report and associate it with the template hat with Template (.rtf file) available for that report. Select Output type as all.
8 In the XLIFF field, click and upload the xliff file corresponding to the report.
9 Within Report Standard Template Registration Admin View > Translation tab, create a new record and pick the desired language and report name for which the translation is required.
10 In the Integrations Objects tab, navigate to the Integration Object Name field, and query for BIP LS Site Enrollment Status.
11 Navigate to Administration-BIP Report > View Association, and associate view where you want to see the report.
Instructions for FR 12-1YFTGBH1 Within Siebel Tools, navigate to Object Explorer, and click the Projects tab.
2 Query for "LS Clinical Payments" and lock the project.
3 Within the Object Explorer, navigate to the Applet tab, query for "Clinical Protocol Site Payment Exceptions List Applet", and lock it.
4 In the Object browser, under Applet, click Control, and query for "NewRecord".
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5 Change the value of the Method Invoked field from "ShowPopup" to "NewRecord".
6 Save the record, and compile the SRF.
Instructions for FR 12-1YJ7X131 Within the Siebel application, navigate to Administration - BI Publisher Reports >Reports -
Custom Templates, and query for Report Name = MDV.
2 Update the Template path with the LS_MDV.rtf.
3 Update the Xlf file path with latest LS_MDV.xlf.
4 Click the Upload button to upload the template to the BIP server.
5 Generate the MDV report, and view it in the LS Medical Product Issues RR view.
6 Verify report for Telephone and Fax.
Instructions for FR 12-1P4ORNG1 Within Siebel Tools, navigate to Object Explorer, and query for the LS Document Tracking
business component.
2 Lock the LS Clinical Enhancement project.
3 In the Field section of the LS Document Tracking business component, create a new record with the following values:
❏ Column Name: Login User
❏ Calculated Field: Checked
❏ Calculated: LoginName()
❏ Type Column: "DTYPE_TEXT".
Leave the rest of the entries in the default state.
4 Query for the Clinical Protocol Site business component.
5 Lock the LS Clinical Protocol Site project.
6 If the Login User field does not already exist, create a new record with the following values in the Field section of the Clinical Protocol Site business component:
❏ Column Name: Login User
❏ Calculated Field: Checked
❏ Calculated: LoginName()
❏ Type Column: "DTYPE_TEXT".
Leave the rest of the entries in the default state.
7 Get the sif files from $TOOLS_PATH/REPPATCH/811x_FP_LS_Clinical_BIP_Reports.zip and lock the LS Clinical Protocol Site project
8 Unzip the zipped file, import BIP Site Initiation By Site.sif, and compile the SRF.
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9 Within the Siebel application, navigate to Site Map > Administration - BI Publisher Reports > Reports - Standard Templates.
10 In the XLIFF field, click and upload the xliff file corresponding to the report.
11 Create a new report and associate that with the template (.rtf file) available for that report. Select Output type as all.
12 In the Translations tab, query for "BIP Site Initiation By Site" in the Integration Object name field and select it.
13 In the Translation tab, create a new record and pick the desired language and report name for which the translation is required.
14 Navigate to Administration - BIP Report > View Association and associate the view where you want to see the report.
1Instructions for FR 12-1ZUS8M91 Within Siebel Tools, navigate to Object Explorer, and then navigate to Applet.
2 Querying for the Clinical Protocol List Applet * applet, and lock it.
3 In the Object Explorer under Applet, select "Drilldown Object" and locate the Protocol object.
4 Update the "Source Field" with the value "Id" as shown in the first table below.
5 Repeat the Step 3 and Step 4 for the Protocol With Regions object (set Source Field = "Id" as shown in the second table below.)
6 Compile the LS Pharma Common object.
The Protocol Drilldown Object
The Protocol With Regions Drilldown Object
Instructions for FR 12-1ZYN9IP1 Within Siebel Tools, navigate to Object Explorer, and then navigate to Project.
2 Query for the following projects and lock them:
■ LS Clinical Protocol
■ LS Pharma Common
■ LS Clinical Subject
Name Protocol
Source Field Id
Name Protocol With Regions
Source Field Id
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■ LS Clinical Programs
■ LS Clinical Region
3 Within Object Explorer, navigate to Applet, and query for "Clinical Region List Applet".
4 In the Object Explorer under Applet, select List > List Column, and query for Field = Protocol Title.
5 Update the "Display Name - String Reference" field from SBL_TITLE-1004225622-03M to SBL_TITLE-1004225657-02U.
6 Repeat Step 3 through Step 5 for the following applets:
■ Clinical Program Protocol List Applet
■ Clinical Subjects Parent Visit Templates List Applet
■ Clinical Protocol List Applet
■ Clinical Protocol Admin List Applet
■ Clinical Protocol List Applet (LS Home)
7 Query for Clinical Protocol Admin Short Form Applet.
8 Under Applet, select Control, and query for "Field" = "Protocol Title".
9 Update the "Caption - String Reference" field from SBL_TITLE-1004225622-03M to SBL_TITLE-1004225657-02U.
10 Repeat Step 7 through Step 9 for the following applets:
■ Clinical Protocol Admin Form Applet
■ Clinical Protocol Form Applet
■ Clinical Protocol Short Form Applet
11 Compile the locked objects.
Table 1: For List Applets- Applet > List > List Column
Table 2: For Form Applets- Applet > Control
Instructions for FR 12-1YZN89ZCopy the jar file SiebelCustomXMLP_SIA.jar should be copied from \\...ses\siebsrvr\CLASSES to \OraHome_2\oc4j_bi\j2ee\home\applications\xmlpserver\xmlpserver\WEB-INF\lib.
Field Protocol Title
Display Name - String Reference SBL_TITLE-1004225657-02U
Field Protocol Title
Caption - String Reference SBL_TITLE-1004225657-02U
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Instructions for FR 12-1YOK7QV■ The Siebel applications user must have the read and write permission of the siebel client root
installation directory in order to use this Quick Start feature in Vista.
Instructions for FR 12-1UHQ1L91 Within Siebel Tools, navigate to the LOY Members project, and lock it.
2 Within Repository Objects panel, select Projects, query for the LOY Members project and lock it.
3 Create a new business component called LOY Merge Action
4 Within the Repository Objects Panel, select Business Components, and add a new record with the following details:
❏ Name: LOY Merge Action
❏ Table: S_EVT_ACT
❏ Project: LOY Members
5 Save the Business Component.
6 Within the Repository Objects panel, within the Business Components section in the panel, select field, and add a new field with the following details.
❏ Name: LOY Member Id
❏ Join: S_EVT_ACT_LOYX
❏ Column:
❏ Force Active: TRUE
❏ Immediate Post Changes: TRUE
7 Compile the LOY Merge Action business component to the SRF.
8 Create a new link between the LOY Member business component and the LOY Merge Action business component:
a Select Link in the Repository Objects panel, and create a new record with the following details.
❏ Parent BC: LOY Member
❏ Child BC: LOY Merge Action
❏ Source Filed: Id
❏ Destination Field: LOY Member Id
❏ Name: LOY Member/LOY Merge Action
❏ Project- LOY Members
b Save the link and compile it to the SRF.
9 Add the LOY Merge Action business component to the LOY Member business object:
a Choose Business Objects in the Repository Objects panel.
b Query for the LOY Member Business object and lock it.
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c Add a new record in Business Object Components with the following values
❏ Business Component: LOY Merge Action
❏ Link: LOY member/LOY Merge Action
d Save the business object and compile it to the SRF.
Instructions for FR 12-1XJDJYH1 Within Siebel Tools, navigate to the Object Explorer, and expand Applet.
2 Search for the following applets
❏ UMF Messages Popup List Applet
❏ UMF Message List Applet - SI
3 Add a new applet user property with the following name and value:
❏ Name: Active Row Size
❏ Value: A number that should exceeds the maximum possible number of messages in the product recommendation. For example, 100.
4 Compile the locally locked projects into the original SRF.
Instructions for FR 12-1TK90K2The configuration changes are explained with an example.
This example assumes that you are interested in filtering out ‘Products’ with Product Type: Technical. The ‘Product Type’ field is mapped to the column ‘PROD_CD’ of the table ‘S_PROD_INT’ and it is a LOV field with LOV type ‘PROD_CD’.
You need to add the following fields in the Cfg ISS Obj Details business component:
Field Name Calculated Calculated Value Join Column Type Text Length
Prod Type From Prod N S_PROD_INT PROD_CD DTYPE_TEXT 30
Field Name Calculated Calculated Value Join Column Type Text Length
Prod Type Y LookupName(“PROD_CD”, “[Prod Type From Prod]”) DTYPE_TEXT
Add a field user property to this field as follows
Field UP name Value
Cfg UI Field TRUE
■ The calculated field above is required only if you are excluding an LOV field.
■ It is important to set the ‘Field User Property’ – ‘Cfg UI Field’ to TRUE for the field that you want to exclude.
■ The S_PROD_INT’ join is already defined in the Cfg ISS Obj Details business component.
You need to add a User property to the ABO Bulk Request Action Component business component.
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■ BC User Property Name User property value
■ Exclude:Prod Type:LOV:PROD_CD Technical
The format of the ‘BC User Property Name’ ‘Exclude:<Field Name>:LOV:<Field LOV Type>’.
The ‘User property value’ should specify the value that you would like to exclude. (In this case, it is technical in this case. This is the value seen in the Siebel application.)
IMPORTANT: The <Field Name> specified here should match exactly with the filed name (new field) specified in the BC - ‘Cfg ISS Obj Detailes’ (in our case it is Prod Type).
In case the field you are excluding is not an LOV, then the format of the ‘BC User Property Name’ is ‘Exclude:<Field Name’.
Compile the ABO Bulk Request Action Component and Cfg ISS Obj Details business components to the .srf file.
After these changes the component pick applet should not show products of type ‘Technical’.
The following is an example for ‘Excluding’ NON-LOV fields:
It assumes that you are interested in filtering out ‘Products’ with Dummy Field1: Dummy Value1. Assume that the ‘Dummy Field1’ field is mapped to the column ‘DUMMY_COL’ of the table ‘S_PROD_INT’ .
You need to add the following fields in the Cfg ISS Obj Detailes business component:
Field Name Calculated Calculated Value Join Column Type Text Length
Dummy Field1 N S_PROD_INT DUMMY_COL DTYPE_TEXT
Add a field user property to this field with the following values:
Field UP Name: Cfg UI Field
Value: TRUE
You need to add a user property to the ABO Bulk Request Action Component business component:
BC User Property Name User property value
Exclude:Dummy Field1 Dummy Value1
Instructions for FR 12-1Y902IR1 Within Siebel Tools, navigate to the Cfg WebChannel project and lock it.
2 Query for the CfgInteractData integration object.
3 Navigate to the Attribute Value integration component, navigate to Integration Component Fields, and add a new field with the following values:
❏ Name: LIC Value
❏ Data Type: DTYPE_TEXT
❏ XML Style: Element
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❏ XML Tag: LICValue
4 Compile the changes and restart the application.
Instructions for FR 12-1X65SFB1 Within Siebel Tools, query for the Cfg Web UI Service business service, and lock it.
2 Navigate Business Service User Properties and add a new property with the following values:
❏ Name: Refresh Template Fields:X
NOTE: X represents a number as in Refresh Template Fields Refresh Template Fields:0,Refresh Template Fields:1 etc. The format is as follows: TemplateName,field1,field2,field3,field4.
❏ Value : SISOMeCfgControlRadioPrice.swt,Extended Quantity Requested
3 Complile the srf.
Instructions for FR 12-1ZD5KI4, FR 12-1YZMU0U, FR 12-1Z04AQ7, and FR 12-1Z04AS3For information about how to implement this fix, within My Oracle Support (https://support.oracle.com), navigate to the Knowledge tab and search for Doc ID 1157939.1.
Instructions for FR 12-1Z0MD73To get results in Advance Search for HTML documents, the HTML file format needs to be included in advance search. To accomplish this, add an LOV with the following values:
■ Type: SEARCH_FILEFORMATS
■ Display Value: HTML
■ LIC: HTML
■ Translate: True
■ Language Name: English-American
■ Active: True
Instructions for FR 12-1XANOHDWhenever any change is made to the field-mapping xml files make sure that they are saved as UTF-8 encoded files. To do so, open the file in Notepad, and save it as UTF-8 by selecting UTF-8 from the Encoding drop-down list.
Instructions for FR 12-1VR5WEW1 Locate the file jctrls.css in the SIEBEL_HOME\eapps\public\enu\files folder.
2 Open the file and add the following two entries under the clsJLCMain section for Vertical Lines in List Applet:
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■ COLOR-VERTICAL-GRID-LINE: #EFEFEF;
■ JWIDTH-VERTICAL-GRID-LINE: 1px;
You can change the color and width for the preceding values; Hex Color code information is available on the Internet.
Instructions for FR 12-1WVIKCQ1 Within Siebel Tools, navigate to the LOY Program business component.
2 Add the following values:
■ User Property: LOY Engine Activate Field 4
■ Value: Point Expiry Basis Field
■ Field: Point Expiry Basis Field
3 Set the Calculated Value to 'Transaction Date' for the point expiry to be based on the transaction date and not the transaction process date.
Instructions for FR 12-1WUJ5W51 In the Campaign Recipient business component, create a new field with the following values:
■ Name: Control Group Flag
■ Column: CTRL_GRP_FLG
2 In the Campaign business component, add a new user property called Wave Id for Control Grp and set the value as ‘Y’.
3 Within Siebel Analytics, log into Admin Tools.
4 In the physical layer, under the S_CAMP_CON table, right-click, select Add New Object > Physical Column.add a new column with the following values:
■ Column Name: CTRL_GRP_FLG
■ Type: varchar
■ Nullable: True
5 In the physical layer, navigate to Campaign Promotion, and drag the new column added to the business model and mapping layer (to OLTP Campaign Promotion).
6 Drag the new field in the business layer to the presentation layer (under Marketing Contacts > Campaign History (Transactional Database)). You can add this new field to any target level.
7 Add this filter to the list export format used:
"Campaign History (Transaction Database)"."CTRL_GRP_FLG" IN ('@{controlGroupFlag}{'0'}')
Instructions for FR 12-1TQTU4C1 Log into Siebel Tools.
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2 Create new version of the LS Clinical - DeleteNonAppVisits Process workflow.
3 Navigate to Edit mode.
4 Select the Delete Non App Visits business service.
5 In the Multivalue Property window, select Tab Input arguments.
6 Change Property Name of the Input Argument VisitTemplateDate Field as follows:
from:
Input Argument: PropertyName
VisitTemplateDateFieldName: OriginalTemplateDateFieldName
to:
Input Argument:PropertyName
VisitTemplateDateFieldName: VisitTemplateDateFieldName
7 Save the workflow, and then publish and activate it.
Instructions for FR 12-1YDETC01 Navigate to Administration - Integration > Data Map Editor.
2 Query for "Clinical Protocol Position to Region Position Map1" in Integration Object Map.
3 Navigate to the Integration Field Map applet (the lower applet).
a Within Target Field Name, query for Region Position Assignment Type.
b Delete the record.
4 Query for "Clinical Protocol Position to Site Position Map1" in Integration Object Map.
a Navigate to the Integration Field Map applet (the lower applet).
b Within Target Field Name, query for Site Position Assignment Type.
c Delete the record.
5 Query for "Clinical Site Position to Protocol Position Map1" in Integration Object Map.
a Navigate to the Integration Field Map applet (the lower applet).
b Within Target Field Name, query for Protocol Position Assignment Type.
c Delete the record.
6 Query for "Clinical Site Position to Region Position Map1" in Integration Object Map.
a Navigate to the Integration Field Map applet (the lower applet).
b Within Target Field Name, query for Region Position Assignment Type.
c Delete the record.
7 Query for "Clinical Region Position to Protocol Position Map1" in Integration Object Map.
a Navigate to the Integration Field Map applet (the lower applet).
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b Within Target Field Name, query for Protocol Position Assignment Type.
c Delete the record.
8 Query for "Clinical Region Position to Site Position Map1" in Integration Object Map.
a Navigate to the Integration Field Map applet (the lower applet).
b Within Target Field Name, query for Site Position Assignment Type.
c Delete the record.
9 Within Siebel Tools, select the following workflows
■ Clinical Assign Position From Protocol
■ Clinical Assign Position From Region Rolldown
■ Clinical Assign Position From Region
■ Clinical Assign Position From Site Rollup
■ Workflow Name: Clinical Assign Position From Protocol
■ Workflow Step: Query Protocol Position
■ Workflow Step Input/Output Arguments: Search Spec
■ Workflow Name: Clinical Assign Position From Region Rolldown
■ Workflow Step: Query Region Position
New/Modified? Value/Search Specification (Old)
Value/Search Specification (New)
Modified [Clinical Protocol_Position.Sales Rep] =' + '"' + [&SalesRep] + '"' + ' AND [Clinical Protocol_Position.Protocol Position Assignment Type] <> "Region Position Rollup" AND [Clinical Protocol_Position.Protocol Position Assignment Type] <> "Site Position Rollup" AND [Clinical Protocol_Position.Position Id] =' + '"' + [&PositionId] +
'"'[Clinical Protocol_Position.Sales Rep] =' + '"' + [&SalesRep] + '"' + ' AND [Clinical Protocol_Position.Position Id] =' + '"' + [&PositionId] + '"'
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■ Workflow Step Input/Output Arguments: SearchSpec
■ Workflow Name: Clinical Assign Position From Region
■ Workflow Step: Query Region Position
■ Workflow Step Input/Output Arguments: SearchSpec
■ Workflow Name: Clinical Assign Position From Site Rollup
■ Workflow Step: Query Site Position
New/Modified? Value/Search Specification (Old)
Value/Search Specification (New)
Modified [Clinical Region_Position.Sales Rep] =' + '"' + [&SalesRep] + '"' + ' AND [Clinical Region_Position.Region Position Assignment Type] <> "Protocol Position Rolldown" AND [Clinical Region_Position.Region Position Assignment Type] <> "Site Position Rollup" AND [Clinical Region_Position.Position Id] =' + '"' + [&PositionId] +
'"'[Clinical Region_Position.Sales Rep] =' + '"' + [&SalesRep] + '"' + ' AND [Clinical Region_Position.Position Id] =' + '"' + [&PositionId] + '"'
New/Modified?
Value/Search Specification (Old) Value/Search Specification (New)
Modified [Clinical Region_Position.Sales Rep] =' + '"' + [&SalesRep] + '"' + ' AND [Clinical Region_Position.Region Position Assignment Type] <> "Protocol Position Rolldown" AND [Clinical Region_Position.Region Position Assignment Type] <> "Site Position Rollup" AND [Clinical Region_Position.Position Id] =' + '"' + [&PositionId] +
'"'[Clinical Region_Position.Sales Rep] =' + '"' + [&SalesRep] + '"' + ' AND [Clinical Region_Position.Position Id] =' + '"' + [&PositionId] + '"
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■ Workflow Step Input/Output Arguments: SearchSpec
10 Once you have performed the changes detailed in the preceding tables, publish and activate them within Administration - Business Process > Repository Workflows.
Instructions for FR 12-1WWY5P4The following tables contain information about how to implement this fix.
LS Pharma My Sample Lots List Business Component
New/Modified Value/Search Specification (Old)
Value/Search Specification (New)
Modified [Clinical Protocol Site_Position.Sales Rep] =' + '"' + [&SalesRep] + '"' + ' AND [Clinical Protocol Site_Position.Site Position Assignment Type] <> "Protocol Position Rolldown" AND [Clinical Protocol Site_Position.Site Position Assignment Type] <> "Region Position Rolldown" AND [Clinical Protocol Site_Position.Position Id] =' + '"' + [&PositionId] +
'"'[Clinical Protocol Site_Position.Sales Rep] =' + '"' + [&SalesRep] + '"' + ' AND [Clinical Protocol Site_Position.Position Id] =' + '"' + [&PositionId] + '"'
New/Modified Search Specification (Old) Search Specification (New)
Modified [Is Product Allocation Type] = 'Y' AND [Is Stock Employee Id - Owned by Id] = 'Y' AND [Is Stop Sampling Active Period Flag] = 'Y' AND [Is Lot Product Type] = 'Y' AND [Is Lot Stock] = 'Y' AND [Inventory Audit Report Id] IS NULL
[Is Product Allocation Type] = 'Y' AND [Owned By Id] = LoginId() AND [Stop Sampling Flag] = LookupValue("BOOLEAN_VALUE","N") AND (([Active Flag] = LookupValue ("BOOLEAN_VALUE","Y") and [Is Stock Employee Id - Owned by Id] = 'Y' AND [Is Lot Product Type] = 'Y' AND [Is Lot Stock] = 'Y' AND [Inventory Audit Report Id] IS NULL) OR (([Inventory Flag] = 'N' OR [Inventory Flag] IS NULL) AND ([Lot Flag] = 'N' OR [Lot Flag] IS NULL)))
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Fields
Join
LS Pharma My Promotional Items List Business Component
Fields
Join
New/Modified? Name Join Column
New Inventory Flag Parent Sample INVENTORY_FLG
New Lot Flag Parent Sample LOT_ACTIVE_FLG
New Inventory Id S_STOCK_EMP ROW_ID
New/Modified? NameOuter Join Flag (Old)
Outer Join Flag (New)
Modified S_STK_PERD_EMP N Y
Modified S_STOCK_EMP N Y
New/Modified? Search Specification (Old) Search Specification (New)
Modified [Is Product Allocation Type] = 'Y' AND [Is Stock Employee Id - Owned by Id] = 'Y' AND [Is Stop Sampling Active Period Flag] = 'Y' AND ([Inventory Audit Report Id] IS NULL)
[Is Product Allocation Type] = 'Y' AND [Owned By Id] = LoginId() AND [Stop Sampling Flag] = LookupValue("BOOLEAN_VALUE","N") AND (([Active Flag] = LookupValue ("BOOLEAN_VALUE","Y") and [Is Stock Employee Id - Owned by Id] = 'Y' AND [Inventory Audit Report Id] IS NULL) OR (([Inventory Flag] = 'N' OR [Inventory Flag] IS NULL)))
New/Modified? Name Join Column
New Inventory Flag S_PROD_INT INVENTORY_FLG
New Inventory Id S_STOCK_EMP ROW_ID
New/Modified? NameOuter Join Flag (Old)
Outer Join Flag (New)
Modified S_STK_PERD_EMP N Y
Modified S_STOCK_EMP N Y
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Instructions for FR 12-1N1KTE01 Set "OverwriteConfig = yes" in siebel.ini file under
..\<Build_Folder>\Release\Windows\Server\Siebel_Enterprise_Server folder and
..\<Build_Folder>\Release\Windows\Server\Siebel_Enterprise_Server\%Language% folder (in both the siebel.ini file)
2 Append the following files in the same siebel.ini file, but in the ..\<Build_Folder>\Release\Windows\Server\Siebel_Enterprise_Server folder only.
NOTE: Add the new entries under [DeleteFiles.Windows], [DeleteFiles.Unix] and [DeleteFiles.Unix.HP-UX].
3 Under the [DeleteFiles.Windows] in the siebel.ini file, append the following entry:
File%Number% = $(SiebelRoot)\siebsrvr\WEBMASTER\files\%LANGUAGE%\main.css
4 Under the [DeleteFiles.Unix] in the siebel.ini file append the following entry:
File%Number% = $(SiebelRoot)/siebsrvr/WEBMASTER/files/%LANGUAGE%/main.css
5 Under the [DeleteFiles.Unix.HP-UX] in the siebel.ini file, append the following entry:
File%Number% = $(SiebelRoot)/siebsrvr/WEBMASTER/files/%LANGUAGE%/main.css
NOTE: Replace %Number% and %Language% with the proper values.
To highlight list columns
1 Navigate to Site Map > Application - Data Administration > LOV Explorer.
2 Add the APPLET_HIGHLIGHT_CONTROL_TYPE LOV type within the List of Values-Type screen.
3 Navigate to Site Map > Application - Data Administration > List of Values.
4 Add a translation for the List Columns control type with the following values:
■ Type: APPLET_HIGHLIGHT_CONTROL_TYPE
■ Display Value: List Columns
■ Language-Independent Code: List Column
NOTE: This value must be List Column and not List Columns.
■ Language Name: English-American
■ Order: 1
■ Active: Checked
5 Log out and log back into the Siebel application.
Instructions for FR 12-1TK6TMD■ To use the CIAI functionality (CIAI_UPPER) on the Mobile Web Client, set the
WATCOM_CIAI_FUNC = CIAI_UPPER parameter under [Siebel] section in the corresponding application .cfg file (such as uagent.cfg, fins.cfg, and so on) on the Mobile Web Client after reextracting the mobile user.
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Instructions for FR 12-1Y90LL6■ Set the “ReportEngineType” System Preference parameter to "ACTUATE".
Instructions for FR 12-1XIE4NT■ Copy the RTF file from (Client installed location) > TEMP > XMLP to (Client installed location) >
XMLP > TEMP folder.
Instructions for FR 12-1X1AJME■ Lock the Siebel Universal Agent and Siebel Sales Enterprise projects and compile the SRF.
Instructions for FR 12-1SG6W3F■ Make sure that the search spec format for Primary IO or Secondary IO is
[IntegrationComponentName.FiledName] = 'ValueToBeTested',
Instructions for FR 12-1WLU29Y1 Within the Siebel application, navigate to Tools > User Preference > User Profile > Time Zone
field, and note the time zone information.
2 Within Microsoft Outlook, navigate to Tools > Options, click Calendar Options, and click the Time Zone tab.
3 Change the Time Zone information to make it the same as the Time Zone information in the Siebel application.
4 Make a note of when the change from Standard Time to Daylight Savings Time (DST) occurs for the current year.
5 Navigate to Administration - Data >Time Zone Administration view, and query for the time zone.
6 Modify the DST Start Ordinal, DST Start Day, DST Start Month, DST Start Time, DST End Ordinal, DST End Day, DST End Month, and DST End Time fields in accordance with the current year’s DST time change.
For example, using 2009 as the year, DST started on March 8 at 2 A.M. and ended on November 1 at 2 A.M. In this example, the values would be DST Start Ordinal=Second, DST Start Day=Sunday, DST Start Month=March, DST Start Time=120, DST End Ordinal=First, DST End Day=Sunday, DST End Month=November, DST End Time=120.
7 Bounce the services.
Instructions for FR 12-1YCX6CXNOTE: Customers who have installed AIA2.0.1 must import and apply the schema changes provided in the SIF file mentioned below.
The S_PRO_CFG_ITEM.sif file contains changes to the S_PRO_CFG_ITEM table.
NOTE: This file is located within the REPPATCH folder within your Siebel Tools installation folder.
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1 Within Siebel Tools, navigate to the Table Promotions project, and lock it.
2 Use the Import from Archive function to read the S_PRO_CFG_ITEM.sif file and create the tables in the repository. Use the Merge option when creating this file.
3 Within Siebel Tools, query for the list of tables that were imported into the repository by entering the following values into the Apply Schema dialog box:
a Select Current Query from the Tables drop-down list.
b Enter your database information.
c Enter your database user password.
d Enter your ODBC data source information.
e Click Apply.
Instructions for FR 12-1XCMB0W■ To implement the fix for this issue, apply the ACR480.zip file. This file is packaged within the
<Siebel Tools installation>\REPPATCH folder.
Instructions for FR 12-1NQ7VROChanges for the CG SVP Product Baseline-Aux business component:
You can also create a custom column and can configure for aggregation of this custom column.
Use the following information to create a custom column for the CG SVP Product Baseline-Aux:
Business Component User Properties Value Comments
Build Tree 3 Incremental Cases This property should already exist
Build Tree Include Cat Aggregation Info
Y Add this property if it does not already exist
Category Aggregation Field 1 "Promotion Incremental Qty", "Incremental Cases”
Add this property if it does not already exist
Business Component User Properties Value Comments
Build Tree n Target Field
In this case, "CalcTestStorage Cases"
n is the next number of this ('Build Tree') property.
Users need to add this for the new custom column.
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Note the following information:
■ The "Source Field" value listed in the preceding table is a custom field in the "CG SVP Product Baseline - Aux" business component and represents the value that the user wants to roll up.
■ The "Target Field" value listed in the preceding table is a custom field in the "CG SVP Product Baseline - Aux" business component and is the field into which the rolled up value will be stored. This should be a physical column of the table.
Instructions for FR 12-1VMB721 and FR 12-1X0C0IZNOTE: Make sure that the newly added user property and fields are added to the Admin Mobile, especially if Business Component user properties have been defined for that Business Component in Mobile Admin.
Schema ChangesTable: S_INVC_PAYMENT (Modified)
Columns:
Table: S_SRC_PAYMENT (Modified)
Columns:
Business ComponentsName: FS Invoice
Build Tree Include Cat Aggregation Info
Y Add this column if it does not already exist.
Category Aggregation Field n "Source Field", "Target Field"
In this case, "CalcTest", "CalcTestStorage Cases"
n is the next number of this ('Category Aggregation Field') property.
Users need to add this value for the new custom column.
New? Name User Name Default Physical Type Nullable Length Required
New? Name User Name Default Physical Type Nullable Length Required
New? Name User Name DefaultPhysical Type
Nullable Length Required
Yes VOID_FLG Void Flag N Character
No 1 Yes
Business Component User Properties Value Comments
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Description:. Add a user property, which will be used to void the invoice and copy the fields.
BC User Property:
Name: FS Invoice Line Items
Description:. Add a user property, which will be used to void the invoice and copy the fields.
BC User Property:
Name: FS Invoice Line Item Details
New? Name Details
No FS Invoice
Name Details
Void Copy Field1 Account Id,N
Void Copy Field2 Type Code,N
Void Copy Field3 Total Amount,N
Void Copy Field4 Order Id,N
Void Copy Field5 Total Paid,N
Void Copy Field6 Order Number,Y
Void Copy Field7 Account Name,Y
Void Copy Field8 Price List,Y
Void Copy Field9 Price List Id,Y
Void Copy Field10 Tax L ist Id,Y
New? Name Details
No FS Invoice Line Items
Name Details
Void Copy Field1 Amount,N
Void Copy Field2 Invoice Id,N
Void Copy Field3 Line Number,N
Void Copy Field4 Order Id,N
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Description: Add a user property, which will be used to void the invoice and copy the fields.
Name: FS Invoice Payments
Description: Add a flag for the voided status of these payments.
New? Name Details
No FS Invoice Line Item Details
Field:
New? Name Details
No Order Item Id Pick Map:
Field: Quantity
Picklist Field: Quantity
Inactive: T
Inactivate this pick map
BC User Property:
Name Details
Name Details
Void Copy Field1 Order Item Id,N
Void Copy Field2 Quantity,N
Void Copy Field3 Amount,N
Void Copy Field4 Product Name,Y
Void Copy Field5 Part Number,Y
Void Copy Field6 Product Status Code,Y
Void Copy Field7 Product Id,N
Void Copy Field8 Extended Tax,Y
Void Copy Field9 Extended Price,Y
Void Copy Field10 Total Price,Y
Void Copy Field11 CG Account Product,Y
New? Name Details
No FS Invoice Payments Table: S_INVC_PAYMENT
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Name: CS HH FS Payments
Description: Add a flag for the voided status of these payments.
AppletsName: SIS HH FS Invoice Form Applet - CE
Business Component: FS Invoice
Description: Enable the existing Void button.
Field:
New? Name Details
Yes Void Flag Column: VOID_FLG
Pre Default : N
Required :Y
Type:DTYPE_BOOL
New Name Details
No CS HH FS Payments Table: S_SRC_PAYMENT
Field:
New? Name? Details
Yes Void Flag Column: VOID_FLG
Pre Default: N
Required: Y
Type: DTYPE_BOOL
New? Name Details
No SIS HH FS Invoice Form Applet - CE
Column:
New? Name Details
No VoidInvoice Enable: Y
Minibutton
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Name: CG Invoice Payments List Applet - CE
Business Component: FS Invoice Payments
Description: Add the newly added Void flag.
Name: HH CG Payment Entry Applet CE
Business Component: CS HH FS Payments
Description: Make the Apply to Invoice and Payment Total fields read-only.
Name: CS CG Invoice Form Applet
Business Component: FS Invoice
Description: Add the Void flag.
New? Name Details
No SIS HH FS Invoice Form Applet - CE
List Columns:
New? Name Details
Yes Void Flag Column: Void Flag
Runtime = Y
New? Name Details
No HH CG Payment Entry Applet CE
List Columns: Name Details
No NewAmount Caption: Apply To Invoice
Field: New Amount
ReadOnly =T
No Amount Caption: Payment Total
Field: Amount
ReadOnly: T
New? Name Details
No CS CG Invoice Form Applet
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Name: CS CG Invoice Payments List Applet
Business Component: FS Invoice Payments
Description: Add the Void flag.
Name: HH CG Undeposited Payment List Applet CE
Business Component: CS HH FS Payments
Description: Change the search specification of the applet.
Name: CS HH Invoice Pymt Reconcile List Applet - CE
Business Component: CS HH FS Payments
Column:
New? Name Details
Yes Void Flag Type: CheckBox
Field: Void Flag
ReadOnly:T
New? Name Details
No CS CG Invoice Payments List Applet
List Columns:
New? Name Details
Yes Void Flag Type: CheckBox
Field: Void Flag
ReadOnly:T
New? Name Details
No HH CG Undeposited Payment List Applet CE
Search Specification : ([Void Flag] <> 'Y') AND ([Deposited Flag] <> 'Y') AND ([Payment Method] <> LookupValue ("PAYMENT_METHOD_CODE", "Credit Memo") OR [Payment Method] IS NULL)
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Description: Change the search specification of the applet.
NOTE: Please add the Void flag wherever necessary. It is present in all Invoice and Payment Business Components, so it can be added to any applets based on these Business Components as required.
Instructions for FR 12-1YOLHXJ■ Add the UTCCanonicalFlag="Y" flag in the property set.
Instructions for FR 12-1TUEA6PUse the following procedure to implement this fix:
1 Log into Siebel Tools, and within Object Explorer, navigate to Applet.
2 Select Search Advanced Search and lock the applet.
3 Add "FromDate" and "ToDate" user properties for the applet and enter valid date as values. The date format should be mm/dd/yyyy.
4 Compile your changes to the repository.
Instructions for FR 12-1TK8BL1Use the following procedure to implement this fix.
1 Within Siebel Tools, search for the "UMF Passive Message Virtual BusComp" Business Component.
2 Create a new field with the following values:
❏ Name = Sequence
❏ Text Length = 10
❏ Type = DTYPE_TEXT
3 Compile the "UMF Passive Message Virtual BusComp" Business Component.
4 Apply the SRF.
Instructions for FR 12-1R3SFV9Use the following instructions to implement this fix.
■ Add the following parameter under the eai_enu section in eapps.cfg file to make the fix work:
SWSENoSessInPref= true
New? Name Details
No CG Invoice Payments List Applet - CE Search Specification : [Created By] = LoginId () AND [Created] = Today () AND ([Void Flag] <> 'Y'
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Instructions for FR 12-1U5UH3LUse the following procedure to implement this fix:
1 Log into the Mobile Client and launch Siebel Tools.
2 Lock the Order Entry project.
3 Navigate to Business component and query for the Order Item XA Business Component.
4 Navigate to Field and create a new field with the following values:
❏ Name: "Attribute Id - Merged"
❏ Calculated: Yes
❏ Calculated Value: IIF([Attribute Id] IS NOT NULL, [Attribute Id], [Attribute Definition Id])
❏ Force Active: No
5 Navigate to Applet and query for - Order Item XA List Applet.
6 Navigate to List > List Column, and create a new list column with the following values:
❏ Name: Attribute Id - Merged
❏ Field: Attribute Id - Merged
❏ Display Name: Attribute Definition Id
❏ Display Name String Reference: SBL_ATTRIBUTE_DEFINITION_ID-1009091646-1IT
7 Navigate to Applet Web Template, query for Edit List, right-click, and select Edit Web Layout.
8 Add Attribute Definition Id in the applet and change the field name to Attribute Id - Merged.
9 Compile the SRF.
Instructions for FR 12-1U0DJZNUse the following procedure to implement this fix.
1 Launch Siebel Tools, and lock the Quote and Order entry projects.
2 Query for the Business Component - Quote Item Business Component.
3 Navigate to ‘Business Component User Props’, and add a new entry with the following values:
❏ Name: On Field Update Set 60
❏ Value: "Unit Price", "Cfg State Code", "IIf ([Cfg State Code] = LookupValue('CFG_ITEM_STATE_CD', 'Engine Picked Item'), LookupValue('CFG_ITEM_STATE_CD', 'User Requested Item'), [Cfg State Code])"
4 Query for the Order Entry - Line Items Business Component, and add an entry with the same values as listed in Step 3.
5 Compile the changes and restart the application.
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Instructions for FR 12-1U0D4B3Please note the following information that applies to indexing:
■ You must recreate the Business Component source in SES and reindex all Search categories in the Siebel application.
■ Make sure that the Category names are unique when they are pointing to the same Business Component across different definitions (such as Call Center, Sales, and so forth).
■ Within Siebel Tools, make sure that the Category Name field exists for the Search Results Body Business Component. If it does not, add the Category Name field named Search Results Body Business Component.
■ When users click the Refresh button after category in Search Index Settings, all other categories (across all definitions) that point to the same Business Component will also be refreshed.
■ Refresh and incremental indexing will be performed only on the already-indexed categories.
■ The <link> tag for every Business Component in the field mappings file has been modified.
■ FR 12-1U0D4B3 fixes multiple categories on the same Business Component as well as other known issues with refreshing or incremental indexing.
■ Use the Solution Business Component for indexing, and not the Solution Admin Business Component.
■ You must add a new Business Service user property with Name=Solution Admin and Value=Solution under the Content Service Business Service. This property is not already available within the application. This instruction also applies to other Business Component pairs like Solution and Solution Admin. For example, records could be modified only in the Admin BC but drill-downs search results could be set to a view that corresponds to a non-Admin Business Componentn. Adding the new user property in the Business Service will make sure that:
■ The Solution Business Component can be indexed.
■ If records are modified in Solution Admin Business Component, the index will be refreshed/incremented with the changes.
■ Drill-down search results will be correct.
■ If you want to index the Solution Admin Business Component and not the Solution Business Component, it is not necessary to add the new user property mentioned above. The view name for that index category should be set to the Solution Admin Business Component view.
■ If indexing is done on Solution Admin and the view name that is used is for the Solution Business Component, the search results will not be correct.
■ In search results, the Data Source column displays the Category Name and not the Business Component name.
Instructions for FR 12-1V3K6BX1 Log into Siebel Tools.
2 Within Object Explorer, navigate to Project, query for LS Clinical Protocol Site, and lock the project.
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3 Within Object Explorer, navigate to Business Component, query for the Clinical Trip Report Business Component, and lock the object.
4 Click Multi Value Link, and for the Clinical Attendee Static multi-value link, select True for the No Copy option.
5 Compile the selected object.
Instructions for FR 12-1UVNYZX1 Log into Siebel Tools, and lock the LS Clinical Protocol Site project.
2 For the LS Clinical Site Visits Business Object, create a new Business Object Component with the following values:
❏ Business Component: Clinical Attendee Static
❏ Link: Clinical Trip Report/Clinical Attendee Static
3 For the Clinical Protocol Site Business Object, create a new Business Object Component with the following values:
❏ Business Component: Clinical Attendee Static
❏ Link: Clinical Trip Report/Clinical Attendee Static
4 Compile the locked/changed project.
Instructions for FR 12-1T2SVQ51 Within Siebel Tools, navigate to Business Object, and create a new record called FINS Approval
Stage.
2 Add the existing FINS Approval Stage Business Component as the primary Business Component.
3 Add the existing Contact Business Component. No link is needed.
4 Compile the new Business Object into the SRF and unlock the VEAI FINS Approval project.
5 Bounce the server.
Instructions for FR 12-1QK0UEL1 Navigate to Administration Application > System Preferences, and add a new system preference
with the following values:
❏ System Preference Name: Append Template to Email Body
❏ System Preference Value: 1
❏ [ Description: Value=1, Append template to email body; Value=0, Replace email body with template ]
NOTE: If the New button on the System Preference applet is disabled, navigate to the System Preference object within Business Components in Siebel Tools and uncheck the 'No Insert' option.
2 If System Preference Name is Read-Only, perform the following steps:
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a Navigate to Tools/Applet and query for ‘System Preferences Applet'.
b Right-click on the record , select 'Edit Web layout', and then change 'System Preference Name' Read Only field to FALSE in Property Window.
3 Bounce the Siebel Server.
Instructions for FR 12-1TK4BEP■ Add the following parameter under the eai_enu section in the eapps.cfg file:
SWSENoSessInPref=True
Instructions for FR 12-1N1Q81D1 Query for "Correspondence Template Pick Applet" in the Applet Objects.
2 Edit the Search Specification property for this applet as [SalesFileExt]='doc' OR [SalesFileExt]='lwp' OR [SalesFileExt]='LWP' OR [SalesFileExt]='DOC' OR [SalesFileExt]='DOCX' OR [SalesFileExt]='docx'
3 Compile the srf.
Instructions for FR 12-1N1RDOPUse the following procedures to implement this fix.
To set up workflows
1 Within Siebel Tools, select Workflow Process Object in OBLE.
2 Right-click, select Import Workflow Process, and import SIS OM Get Future Asset SubProcess.xml.
3 Click Deploy to change the workflow status from “In Progress” to “Complete.”
❏ If you are connected to the server data source, the completed workflow process is available to be activated.
❏ If you are connected to the local data source, check in the workflow process in order to be able to activate it at run time.
To activate the SIS OM Get Future Asset Sub Process
1 Within the Siebel application, navigate to Site Map > Administration – Business Process > Workflow Deployment.
2 Query for SIS OM Get Future Asset SubProcess.
3 Select this record and click the Activate button.
4 Verify that SIS OM Get Future Asset SubProcess appears in the child applet with Deployment Status = ‘Active’.
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To set up the signal
1 Within the Siebel application, navigate to Site Map > Administration – Order Management > Signals.
2 Click New, and enter ABOGetFutureAsset as the signal name.
3 Drill down on Workspace Version in the child applet.
4 Verify that the middle applet is the Action view tab, click New, and enter the following values:
a Sequence = 1
b Service Type = Workflow
c Service Name = SIS OM Get Future Asset SubProcess
d Service Method = RunProcess
e Active = Checked
5 Navigate to the previous view by clicking Signals in the top view tab.
6 Select the record that you created in Step 2 and click the Release New Version button.
7 Select Menu > Clear Cache, and then log out of the application.
Instructions for FR 12-1P5O4RMUse the following procedure to implement this fix:
1 Log in to SES, and navigate to the Global Settings screen.
2 Click Clustering Configuration, and within the screen, check the Enable Clustering check box.
Instructions for FR 12-1Q35LZWUse the following procedure to implement this fix:
1 Navigate to the location in which you have installed the Mobile Web Client, navigate to siebsrvr\XMLP\TEMPLATES, and open MOBUSRSUM.xsl.
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2 Search for the following section:
TIP: Search for keyword= "Mobile User Name" to find the section.
<fo:table-cell padding-start="0.0pt" vertical-align="top" border-bottom="0.5pt solid #c0c0c0" border-end-color="#c0c0c0" padding-top="0.0pt" border-end-style="solid" border-start-color="#c0c0c0" padding-end="0.0pt" number-columns-spanned="3" border-top="0.5pt solid #c0c0c0" border-start-style="solid" height="0.0pt" border-end-width="0.5pt" padding-bottom="0.0pt" border-start-width="0.5pt" background-color="#72a1c8">
<fo:block xdofo:in-table="1" orphans="2" widows="2" linefeed-treatment="preserve" text-align="start" padding-bottom="0.0pt" end-indent="0.0pt" padding-top="0.0pt" start-indent="3.6pt">
<fo:inline font-size="9.0pt" white-space-collapse="false" height="9.0pt" font-family="Arial" font-weight="bold">Mobile User Name</fo:inline>
</fo:block>
</fo:table-cell>
<fo:table-cell padding-start="0.0pt" vertical-align="top" border-bottom="0.5pt solid #c0c0c0" border-end-color="#c0c0c0" padding-top="0.0pt" border-end-style="solid" border-start-color="#c0c0c0" padding-end="0.0pt" number-columns-spanned="1" border-top="0.5pt solid #c0c0c0" border-start-style="solid" height="0.0pt" border-end-width="0.5pt" padding-bottom="0.0pt" border-start-width="0.5pt" background-color="#72a1c8">
<fo:block xdofo:in-table="1" orphans="2" widows="2" linefeed-treatment="preserve" text-align="start" padding-bottom="0.0pt" end-indent="0.0pt" padding-top="0.0pt" start-indent="3.6pt">
<fo:inline font-size="9.0pt" white-space-collapse="false" height="9.0pt" font-family="Arial" font-weight="bold"></fo:inline>
</fo:block>
</fo:table-cell>
<fo:table-cell padding-start="0.0pt" vertical-align="top" border-bottom="0.5pt solid #c0c0c0" border-end-color="#c0c0c0" padding-top="0.0pt" border-end-style="solid" border-start-color="#c0c0c0" padding-end="0.0pt" number-columns-spanned="1" border-top="0.5pt solid #c0c0c0" border-start-style="solid" height="0.0pt" border-end-width="0.5pt" padding-bottom="0.0pt" border-start-width="0.5pt" background-color="#72a1c8">
<fo:block xdofo:in-table="1" orphans="2" widows="2" linefeed-treatment="preserve" text-align="start" padding-bottom="0.0pt" end-indent="0.0pt" padding-top="0.0pt" start-indent="3.6pt"
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3 Replace the section with the following section:
<fo:table-cell padding-start="0.0pt" vertical-align="top" border-bottom="0.5pt solid #c0c0c0" border-end-color="#c0c0c0" padding-top="0.0pt" border-end-style="solid" border-start-color="#c0c0c0" padding-end="0.0pt" number-columns-spanned="4" border-top="0.5pt solid #c0c0c0" border-start-style="solid" height="0.0pt" border-end-width="0.5pt" padding-bottom="0.0pt" border-start-width="0.5pt" background-color="#72a1c8">
<fo:block xdofo:in-table="1" orphans="2" widows="2" linefeed-treatment="preserve" text-align="start" padding-bottom="0.0pt" end-indent="0.0pt" padding-top="0.0pt" start-indent="3.6pt">
<fo:inline font-size="9.0pt" white-space-collapse="false" height="9.0pt" font-family="Arial" font-weight="bold">Mobile User Name</fo:inline>
</fo:block>
</fo:table-cell>
<fo:table-cell padding-start="0.0pt" vertical-align="top" border-bottom="0.5pt solid #c0c0c0" border-end-color="#c0c0c0" padding-top="0.0pt" border-end-style="solid" border-start-color="#c0c0c0" padding-end="0.0pt" number-columns-spanned="1" border-top="0.5pt solid #c0c0c0" border-start-style="solid" height="0.0pt" border-end-width="0.5pt" padding-bottom="0.0pt" border-start-width="0.5pt" background-color="#72a1c8">
<fo:block xdofo:in-table="1" orphans="2" widows="2" linefeed-treatment="preserve" text-align="start" padding-bottom="0.0pt" end-indent="0.0pt" padding-top="0.0pt" start-indent="3.6pt">
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4 Search for the following section:
TIP: Search for keyword=ssRouteGroupName.
<fo:table-cell padding-start="0.0pt" vertical-align="top" border-bottom="0.5pt solid #c0c0c0" border-end-color="#c0c0c0" padding-top="0.0pt" border-end-style="solid" border-start-color="#c0c0c0" padding-end="0.0pt" number-columns-spanned="2" border-top="0.5pt solid #c0c0c0" border-start-style="solid" height="0.0pt" border-end-width="0.5pt" padding-bottom="0.0pt" border-start-width="0.5pt">
<fo:block xdofo:in-table="1" xdofo:xliff-note="ssFirstNameX" orphans="2" widows="2" linefeed-treatment="preserve" text-align="start" padding-bottom="0.0pt" end-indent="0.0pt" padding-top="0.0pt" height="0.0pt" start-indent="3.6pt">
<fo:inline font-size="9.0pt" white-space-collapse="false" height="9.0pt" font-family="Arial">
<xsl:value-of select=".//ssFirstNamex" xdofo:field-name="ssFirstNamex"/>
</fo:inline>
</fo:block>
</fo:table-cell>
<fo:table-cell padding-start="0.0pt" vertical-align="top" border-bottom="0.5pt solid #c0c0c0" border-end-color="#c0c0c0" padding-top="0.0pt" border-end-style="solid" border-start-color="#c0c0c0" padding-end="0.0pt" number-columns-spanned="1" border-top="0.5pt solid #c0c0c0" border-start-style="solid" height="0.0pt" border-end-width="0.5pt" padding-bottom="0.0pt" border-start-width="0.5pt">
<fo:block xdofo:in-table="1" xdofo:xliff-note="ssRouteGroupName" orphans="2" widows="2" linefeed-treatment="preserve" text-align="start" padding-bottom="0.0pt" end-indent="0.0pt" padding-top="0.0pt" height="0.0pt" start-indent="3.6pt">
<fo:inline font-size="9.0pt" white-space-collapse="false" height="9.0pt" font-family="Arial">
<xsl:value-of select=".//ssRouteGroupName" xdofo:field-name="ssRouteGroupName"/>
5 Replace the section with the following section:
<fo:table-cell padding-start="0.0pt" vertical-align="top" border-bottom="0.5pt solid #c0c0c0" border-end-color="#c0c0c0" padding-top="0.0pt" border-end-style="solid" border-start-color="#c0c0c0" padding-end="0.0pt" number-columns-spanned="3" border-top="0.5pt solid #c0c0c0" border-start-style="solid" height="0.0pt" border-end-width="0.5pt" padding-bottom="0.0pt" border-start-width="0.5pt">
<fo:block xdofo:in-table="1" xdofo:xliff-note="ssFirstNameX" orphans="2" widows="2" linefeed-treatment="preserve" text-align="start" padding-bottom="0.0pt" end-indent="0.0pt" padding-top="0.0pt" height="0.0pt" start-indent="3.6pt">
<fo:inline font-size="9.0pt" white-space-collapse="false" height="9.0pt" font-family="Arial">
<xsl:value-of select=".//ssFirstNamex" xdofo:field-name="ssFirstNamex"/>
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6 Log into the Mobile Web Client again.
Instructions for FR 12-1QNF55C1 Within Siebel Tools, navigate to the Treatment Allocation Business Component.
2 Create the following fields:
❏ ‘Allocated Count’ (based on the ALLOCATED_CNT column)
❏ ‘Allocated Pct’ (based on the ALLOCATED_PCT column)
❏ ‘Control Group Pct’ (based on the CTRL_GRP_PCT column)
Instructions for FR 12-1QYI9VWUse the following procedure to implement this fix.
1 Within the Siebel Loyalty application, navigate to Site Map > Administration - BIP Reports > Report Template Registration.
2 In the Report Name field, query for Loyalty Voucher*.
The Loyalty Voucher Cancellation Statement and Loyalty Voucher Issue Statement rows will appear.
3 For each of the records do the following:
a In the Template column, click and browse for the saved .rtf file (packaged with the build), select the corresponding .rtf file and save the record.
b Click the 'Generate Xliff' button.
Instructions for FR 12-1QYI9WBUse the following procedure to implement this fix.
1 Within Siebel Tools, navigate to the LOY Terms Business Component.
2 Within the LOY Terms BC, change the Calculated Value of the IsNotPrePaid' field to: IIF([Billing Type] = LookUpValue("LOY_PRT_BILL_CD","Pre Paid"), "N","Y")
3 Within the Billing Type field’s pickmap, change 'PickList Field' from 'Name' to 'Value'.
Instructions for FR 12-1RAJ7W8Use the following procedure to implement this fix.
1 Within Siebel Tools, query for the SIS OM Base Architecture project, and lock it.
2 Query for the SIS OM PMT Service Business Service.
3 Navigate to Business Service User Props and add a new field with the following values:
❏ Name: strSetCfgStateCodeOnExplode
❏ Value: Y
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4 Add another new field with the following values:
❏ Name: strCfgStateCodeOnExplodeValue
❏ Value: User Requested Item (This value has to be a LanguageIndependentCode from the values of LOV “CFG_ITEM_STATE_CD”.)
Instructions for FR 12-1RAJ8OHUse the following procedure to implement this fix.
1 Within Siebel Tools, lock the ISS Authoring Admin project.
2 In Object Explorer, select the Business Service object.
3 In the Business Services list, query for the ISS Authoring Import Export Service BS.
4 Navigate to View > Options > Object Explorer.
5 Uncheck and recheck the Business Service object and click OK.
6 From Object Explorer, expand the Business Service object, and select Business Service User Prop from the list.
7 Select “ISS Authoring Import Export Service” from the “Business Services” applet on the right-hand side.
8 Within the “Business Service User Prop” applet, add a new record with the following values:
❏ Name = AutoProceed
❏ Value = Y
9 Navigate to Tools > Compile Projects, select “ISS Authoring Admin” from the Projects list, and select the “Selected projects” option if it is not already selected.
10 Make a backup copy of your existing siebel.srf (or siebel_sia.srf) file.
11 Browse to locate the original copy of siebel.srf (or siebel_sia.srf) at siebel\objects\enu\, and make sure that this file is not being used by any application, because if it is being used, compilation will fail.
12 Click Compile to compile your changes into a new .srf.
Instructions for FR 12-1RIPN171 Within the application, navigate to Administration Data Validation > Validation Message, and
create a validation message with the following values:
❏ Message Code: 333
❏ Message Label: Quote
❏ Message Source: Quote
❏ Message Text: Account is not null
2 Navigate to Administration Data Validation > Rule Set, and create a rule set with the following values:
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❏ Name: MS
❏ Business Component: Quote
❏ Expression: [Account] IS NOT NULL
❏ Message to display: Account is not null
❏ ReturnCode: 333
❏ Immediate Display = True
NOTE: The rule has Immediate Display set to TRUE which means that the message defined will display if the expression evaluates to FALSE
3 Navigate to Administration Run Time Events > Action Sets, and create an action set with the following values:
❏ Name: Quote
❏ Action Type: BusService
❏ Business Service Name: Data Validation Manager
❏ Business Service Method: Validate
❏ Business Service Context: "Rule Set Name", "MS", "Enable Log", "Y"
❏ Object Type: Bus Comp
❏ Object Name: Quote
❏ Event: PreWriteRecord
4 Reload the run time event from the header applet.
5 Log into to Siebel Web Server or launch the Siebel Web Client by connecting to the same database to which the Siebel Server is connected.
6 From the Site Map, navigate to Administration > Run Time Events.
7 Click New on the top list applet to create a new action set with the following values:
❏ Name: Set Catalog Id
❏ Active: ?
❏ Enable Export: ?
8 Click the New button on the middle list applet to create a new record with the following values:
❏ Name: Set Catalog Id
❏ Action Type: Attribute Set
❏ Sequence: 1
❏ Active: ?
9 On the bottom form applet, set the following values:
❏ Profile Attribute: StoredCatalogId
❏ Set Operator: Set
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❏ Value: [Id]
10 Within the Administration – Runtime Events tab, click the Events tab.
11 Click New on the list applet to create a new event with the following values:
❏ Sequence: 1
❏ Object Type: Applet
❏ Object Name: Quote Catalog List Applet
❏ Event: PreInvokeMethod
❏ Subevent: PSPExecute
❏ Action Set Name: Set Catalog Id
NOTE: This is the name of the action set created in Step 7 on page 729.
12 Restart the Siebel server.
Instructions for FR 12-1S7PQRRUse the following procedure to edit the Webtemplate file "CCAppletSearchFind.swt" to replace the line <swe:form htmlAttr="onsubmit='SubmitFind(); return false;'"> with <swe:form htmlAttr="onsubmit='return false;'">.
1 Connect to Siebel Tools, and select Commands in the Object Explorer.
2 Query for the "OpenSearch" command.
3 Change the Business Service from Invoke Search to Search Client Service.
4 Query for the ToggleSearch command and change the Business Service from Invoke Search to Search Client Service.
5 Compile the changes to the srf.
Instructions for FR 12-1OVTT1V1 Within the application, create a rule set with the following values:
❏ Name: Account Validation
❏ Business Component: Account
❏ Business Object: Account
❏ Expression: [Account Status] IS NOT NULL
❏ Message to display: Account Status is null
2 Create an action set with the following values:
❏ Action Type: Invoke Method
❏ Method Name: ValidateAccountStatus
3 Create an event with the following values:
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❏ Object Type: Applet
❏ Object Name: Account Pick Applet
❏ Event: PreInvokeMethod
❏ SubEvent: PickRecord
4 Within Siebel Tools, navigate to the Account Business Component, and add a user property with the following values:
❏ [Name] = Named Method <number>
❏ [Value] = "ValidateAccountStatus", "INVOKESVC", "Account", "Data Validation Manager", "Validate", "'Rule Set Name'", "'Account Validation'", "'Active Object'", "'N'", "'BusObj'", "'Account'", "'BusComp'", "'Account'", "'Enable Log'", "'Y'", "'Object Id'", "[Id]", "'Component Id'", "[Id]"
NOTE: The first parameter of the [Value] should be same as the method given in 'Method Name' of Action Set ('ValidateAccountStatus' in this case). The parameter after 'Rule Set Name' should be the name of the Rule Set created ('Account Validation' in this case).
5 Compile the srf and start the application again.
Instructions for FR 12-1S2FFRDUse the following procedure to implement this fix.
1 Within Siebel Tools, navigate to Object Explorer > Class, and add a record with the following values:
❏ Name: CSSSegmentUpdateTreeService
❏ Project: Segmentation
❏ DLL: SSDBMSV
❏ Object Type: Service
❏ Super Class: CSSService
❏ High Interactivity: 1
2 Navigate to Object Explorer > Business Service, and create a record with the following values:
❏ Name: Mktg Segment Update Tree
❏ Project: Segmentation
❏ Class: CSSSegmentUpdateTreeService
❏ State Management Type: Stateful
3 Navigate to Object Explorer > Business Service > Business Service Method, and create a record called UpdateSegmentTreeTable.
Instructions for FR 12-1S5BJ6KUse the following procedures to implement this fix:
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Siebel Tools Changes
1 In Siebel Tools > Business Service, query for the LOY Processing Engine Business Service, and add a new Business Service User Property with the following details:
❏ Name: Cancelled Transaction BusComp Name
❏ Value: LOY Cancelled Transaction
2 Query for the LOY Interactive Processing Engine Business Service, and add a new Business Service User Property with the following details:
❏ Name: Cancelled Transaction BusComp Name
❏ Value: LOY Cancelled Transaction
3 Query for the LOY Cancelled Transaction Business Component, and add two new fields with the following details:
❏ Name: Amount
❏ Type: DTYPE_NUMBER
❏ Column: AMT_VAL
❏ Name: Override Price Flag
❏ Type: DTYPE_BOOL
❏ Text Length: 1
❏ Column: OVR_PRI_FLAG
4 Query for the 'LOY Corporate Transaction Business Component, and add two new fields with the following details:
❏ Name: Original Amount
❏ Type: DTYPE_NUMBER
❏ Column: ORIG_AMOUNT
❏ Name: Original Points
❏ Type: DTYPE_INTEGER
❏ Column: ORIG_POINTS
5 Compile the above changes to your .srf file and restart the application.
Siebel Loyalty Application Changes
1 Lauch the Siebel Loyalty application, navigate to Loyalty Program Administration, drill down on the program, query for Name = "Admin - Cancellation" within the Promotions tab, and deactivate this promotion.
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2 Drill down on the promotion number, add a new rule with an Appropriate name (such as: Invoke Cancel Action Rule 1), ensure that this rule is the first rule under the promotion, and choose Apply to = "Transactions".
3 Drill down on the rule name that you just created, and under Criteria Setup, enter the following criteria:
❏ Name: Check Txn Type
❏ Type of Comparison: Compare to Values
❏ Object: Transaction
❏ Attribute: Transaction Type
❏ Condition: Equals
❏ Value: Redemption
❏ Name: Check Override Price Flag
❏ Type of Comparison: Compare to Values
❏ Object: Transaction
❏ Attribute: Override Price Flag
❏ Condition: Equals
❏ Value: Y
4 Under the "Actions" tab, create an action with the following values:
❏ Name: Redeem Points
❏ Type: Redeem Points
5 Leave the other existing rule under the Promotion tab unchanged and activate the promotion.
Instructions for FR 12-1SPXSIKUse the following procedure to implement this fix:
1 Log into Siebel Tools and query for the Assignment Rule Business Component.
2 Drill down to the Rule Type Code field.
3 Open the Properties window, copy the value of the Post Default Value property, and then set the value to empty for this property.
4 Paste the copied value to the "Pre Default Value" property.
Instructions for FR 12-1SSUPF2Use the following procedure to implement this fix:
1 Within Siebel Tools, query for the Assignment Group-IO integration object.
2 Drill down to Integration Object User Property.
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3 Query for the Csv Import By EAI user property, and add this property if it does not exist.
4 Set the value of this user property to FALSE.
Instructions for FR 12-1SSUPOBUse the following procedure to implement this fix:
1 Log into Siebel Tools, and query for the Skill Applet or Position-Skills-SkillItems applets.
2 Lock both applets.
3 Select Control in the applet, and query for the ImportSkillData control.
4 Delete the ImportSkillData control for both the Skill and the Position-Skills-SkillItems applets.
Instructions for FR 12-1SSCJTWUse the following procedure to implement this fix:
1 Log into Siebel Tools, query for the Synergy project, and lock it.
2 Query for a symbolic string with the following values: Name=SBL_ASG_*_POPUP and Project=Synergy
3 Add a new record with the the following values:
❏ Name: SBL_ASG_IMPORT_POPUP
❏ Current String Value: Import Popup
❏ Project: Synergy
❏ Type: Conversion
❏ Definition: Display as title for Import Popup Applet through which use initiates Import Process
❏ Translate: Check on
4 Query for applets with Project=Synergy.
5 Select the Position Skill Import Popup Applet record.
6 Modify the Position Skill Import Popup Applet as follows:
❏ Title: Import Popup
❏ Title - String Reference: SBL_ASG_IMPORT_POPUP
❏ Comments: Display Popup to get Import file name and description for the Import Activity
❏ Title - String Override: Remove the existing string.
Instructions for FR 12-1RB07UIUse the following procedure to implement this fix.
1 Import the EMR_UI.zip file located in the siebsrvr\bin directory.
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2 Launch the dedicated client with the /editseeddata option.
3 Navigate to Application Admistration > Views.
4 Add a view called "Communication Detail View" with the following responsibilities:
■ Siebel Administrator
■ Call Center Administrator
■ eMail Response Agent
■ eMail Response Manager
■ Call Center Manager
■ Test Siebel Administrator
Instructions for FR 12-1TSQ0BXUse the following procedure to implement this fix:
1 Within Siebel Tools, navigate to the SIA CS ADL Product Distribution List Applet > SIA CS Retail Product - Authorized Distribution Business Component.
2 Change the fields used by these existing list columns of the applet:
a Change the “Org Product Delist Date" field to "Delist Date".
b Change the “Org Product Listing Date” field to “Listing Date”.
Instructions for FR 12-1RVOKIA■ Within Siebel Tools, navigate to the ABO Bulk Request Processing Service Business Service, and
add the following Business Service user property:
■ Name: BulkRequest BatchValidate Violation List
■ Value: Max Cardinality Violation = Y
Instructions for FR 12-1SJ56TJUse the following procedure to implement this fix:
1 In File > Page Setup, select Print Background Colors and Images.
2 In Tools > Internet Options > Advanced > Printing, select Print Background Colors and Images.
Instructions for FR 12-1SJO29ZUse the following procedure to implement this fix:
1 Within Siebel Tools, check out the following projects:
❏ BC [LS Pharma Response]
❏ Link [LS Pharma Campaign Offer/LS Pharma Response]
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❏ Link [LS Pharma Campaign Offer/LS Pharma Response No Activity]
2 Make backup copies of these three projects.
3 Select Tools > Import from Archive.
4 Navigate to Tools\reppatch\FR_12-1SJO29Z.sif and import the .sif file.
NOTE: It is very important that you make sure to override the object definition in the repository.
5 If the objects have been customized before, compare the relevant object with the corresponding archive created in Step 2 and use the shuttle arrow to import the customizations.
6 Compile the modified BC and the two modified links
7 Log into the application to test these changes.
Instructions for FR 12-1R75OOHUse the following procedure to implement this fix.
1 Log into Siebel Tools, and lock the LS Pharma Samples project.
2 Import the sif files located in the REPPATCH\SampleMgmt811DataMigrationQF.zip file
3 Publish the workflow.
4 Compile the srf.
Instructions for FR 12-1T7D8JJ1 Within Siebel Tools, reate the LOY Merge Transaction Business Component.
2 Add the LOY Merge Transaction Business Component to LOY Member Business Object.
Instructions for FR 12-1R7NHCI1 Log into Siebel Tools, and navigate to the LOY Engine Member Tier Business Component.
2 Change the value of the 'LOY Queue Manager user property SearchSpec: Batch' to [Active] = 'Y' AND ([Process Date] IS NULL OR ([Member Last Txn Date] > [Process Date] AND ([Next Assessment Date] IS NULL OR [Next Assessment Date] <= Timestamp())) OR [Tier End Date] < Timestamp() OR ([Qual Period End Date] IS NOT NULL AND [Qual Period End Date] < Timestamp()))
Instructions for FR 12-1QNF549Use the following procedures to implement this fix:
To implement the mutual exclusion flag
1 Within Siebel Tools, in the S_SRC table, create a new column to capture the Mutual Exclusion Option. The new column should be VARCHAR of size 1.
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2 In the Campaign BC, create a new field called Mutually Exclusive Segment based on this column. The type should be DTYPE_BOOL and the 'Force Active' property must be set to 'true'.
3 In the Campaign Execution Options Form Applet-Manager applet, create new control (type: checkbox) for the mutual exclusion flag based on the Mutually Exclusive Segment field of the BC.
To pass the CPR contect during update count
1 Create new columns in the S_CALL_LST table for treatment channel, organization name, and product name. (All these columns have type as VARCHAR and length 30.)
2 Create a new LOV type for treatment channel, and create new values for the required treatment channel types (Email, fax and web).
3 Create a new picklist based on this LOV.
4 In the Mktg Campaign Segment Definition' BC, create the following user properties:
❏ Field CPR Count: Set the value to the number of CPR fields that need to be implemented
❏ Field CPR Field: 1 with value treatmentChannel
❏ Field CPR Field: 2 with value organizationName
❏ Field CPR Field: 3 with value productName
5 Create the following fields:
❏ treatmentChannel: Set the Picklist value to the new picklist created.
❏ organizationName: Use an appropriate picklist (such as Organization PickList).
❏ productName: Use an appropriate picklist.
6 Create pick maps for these fields. If the field is based on LOV, then in the pickmap, 'Picklist Field' should be 'value'.
7 In the Mktg Campaign Segment Definition List Applet, under list, create new list columns for treatment channel, organization name and product name. For organization name and product name, associate appropriate pick applets.
8 In the getCounts integration object, create new integration components called segmentationOptions and govRules.
a In segmentationOptions, create IC fields named 'cachOverride', 'countOverride', 'removeCacheHits' and 'samplingFactor'. Set the IC field user properties and IC user properties.
b In govRules, create fields called 'name' and 'value' and set IC field user properties and IC user properties.
9 In the Segments/Lists BC, create the CPR fields based on the corresponding columns in S_CALL_LST table (same as in the Mktg Campaign Segment Definition BC but here there is no need to associate pickmaps and picklists).
❏ treatmentChannel
❏ primaryOrganizationName
❏ productName
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10 In the Segments/Lists BC create the user properties for CPR fields (same as in the Mktg Campaign Segment Definition business component).
❏ Field CPR Count: Set the value to the number of CPR fields that need to be implemented.
❏ Field CPR Field: 1 with value treatmentChannel
❏ Field CPR Field: 2 with value organizationName
❏ Field CPR Field: 3 with value productName
To configure more CPR fieldsTo configure more CPR fields, set the user property 'Field CPR Count' to the required value, create new user properties 'Field CPR Field: n' with value as the new field name, corresponding new fields in the Mktg Campaign Segment Definition BC, and the required number of columns in S_CALL_LST table.
For example, to configure one more CPR field (such as organization) in addition to the ones mentioned above, change the Field CPR Count user property to '4'. Create a new user property called Field CPR Field: 4 and set the value as organization. Create a new business component field called organization and associate a picklist or LOV as needed. Create a new column in S_CALL_LST for this field with type as VARCHAR and length '30'. Create a list control in the Mktg Campaign Segment Definition List Applet.
To make changes in load format■ Add the following filter to the load format used:
'@{constrainingStageFlag}{N}' = 'N' OR "Campaign Contact"."Load Wave Id" IN (@{constrainingWaveID}{'0'})
AND RANK(Contact.ROW_WID) <= @{allocationLimit_High}{1000000} AND RANK(Contact.ROW_WID) >= @{allocationLimit_Low}{1000000}
This filter is needed only in case of mutual exclusion. In case of campaign load without mutual exclusion, the original load format as mentioned in bookshelf can be used.
Note the following information about lower and higher limits for allocation within BI Publisher: When Update Count is done from Campaign > Design > Allocation, a job.xml file will be created on the BI side as part of the fix. When loading the campaign, lower and higher limits for allocation will be present in the xml file created on the BI side when mutual exclusion is selected.
Instructions for FR 12-1RBZC49Use the following procedure to implement this fix:
1 Within Siebel Tools, query for the Action BC.
2 Within Object Explorer, cliick on BC User Property and create new record with the following values:
❏ Name: Done Flag Status Update
❏ Value: N
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3 Compile the srf and launch the application.
Instructions for FR 12-1T03IPLIn order to implement this fix, you need to install ACR 452. For information about how to implement ACR 452, see the Siebel Search Administration Guide on the Siebel Bookshelf at http://www.oracle.com/technology/documentation/siebel.html.
Oracle Welcomes Your CommentsTo help us improve our products, we want to know about any corrections or clarifications to this guide that you would find useful. Please include in your message:
■ The title and version of the guide (very important)
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We appreciate your feedback.
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