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Siebel Maintenance Release Guide

Version 8.1.1.x, Rev. U August 2011

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Contents

Release Notes for the Siebel 8.1.1.x Fix Pack Whats New in This Revision 8

7 10 33
33 34 40 41

Quick Fixes Included in Siebel 8.1.1.x Fix Packs Enhancements and Updates in 8.1.1.x Fix Packs
Enhancements Enhancements Enhancements Enhancements Instructions Instructions Instructions Instructions Instructions Instructions Instructions Instructions Instructions Instructions Instructions Instructions Instructions Instructions Instructions Instructions Instructions Instructions Instructions Instructions Instructions Instructions Instructions Instructions Instructions Instructions Instructions for for for for for for for for for for for for for for for for for for for for for for for for for for for and and and and Updates Updates Updates Updates in in in in Version Version Version Version 8.1.1.4 8.1.1.3 8.1.1.2 8.1.1.1

Configuration Instructions for Enhancements and Updates


ACR ACR ACR ACR ACR ACR ACR ACR ACR ACR ACR ACR ACR ACR ACR ACR ACR ACR ACR ACR ACR ACR ACR ACR ACR ACR ACR 358 46 403 47 422 51 426 72 437 95 439 96 439B 97 450 101 452 101 456 103 457 105 463 109 464 148 467 157 468 164 471 166 474 and ACR 508 475 239 476 286 480 291 488 302 494 302 499 302 500 328 502 355 508 367 526 373

45

166

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Contents n

Instructions Instructions Instructions Instructions Instructions Instructions Instructions

for for for for for for for

ACR 539 373 ACR543 398 ACR 562 401 ACR 574 447 ACR 623 453 ACR 626 453 BI Publisher Enhancements

456

Siebel Fix Pack Installation Instructions

456

Siebel Fix Pack Installation Overview 457 About Installing Siebel Fix Packs 461 Installing the Siebel Fix Pack on Microsoft Windows 461 Installing the Siebel Fix Pack on UNIX 466 Configuring Slipstream Patch Installation 471 Postinstallation Tasks for the Siebel Server 472 Postinstallation Tasks for the Web Server 473 Postinstallation Tasks for High Interactivity Clients 473 Postinstallation Tasks for Supporting Additional Languages Uninstalling Siebel Fix Packs 475

474

Resolved Change Requests

477 478

Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack


Analytics 478 Call Center 478 Comm Media Energy 480 Connectors/EAI 481 Consumer Sector 482 Customer Order Management 485 Data Quality 490 General 492 Life Sciences 502 Loyalty 504 Marketing 506 Mobile Solutions 510 Partner Relationship Management 511 Public Sector 511 Sales 512 Service 512 Siebel E-commerce for Comms 514 Siebel Self Service Common 514 Universal Customer Master 514 User Interface 519 Web Service 521

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

Contents n

Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack


Call Center 522 Comm Media Energy 526 Connectors/EAI 529 Consumer Sector 531 Customer Order Management 532 Data Quality 535 Financial Services 535 General 536 iHelp 551 Life Sciences 551 Loyalty 557 Marketing 558 Mobile Solutions 559 Partner Relationship Management 561 Public Sector 562 Sales 562 Service 563 Siebel Email Response 563 Siebel Self Service eCommon 564 User Interface 564 Web Service 567

522

Resolved Change Requests in the Siebel 8.1.1.2 Fix Pack


Call Center 568 Comm Media Energy 569 Connectors/EAI 569 Consumer Sector 571 Customer Order Management 571 Data Quality 573 General 573 iHelp 583 Life Sciences 584 Marketing 584 Mobile Solutions 586 Sales 588 Service 588 Siebel Email Response 588 Siebel Self-Service Common 589 Travel & Transportation 589 User Interface 589

568

Resolved Change Requests in the Siebel 8.1.1.1 Fix Pack

592

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

Contents n

Web Service 592 Call Center 593 Comm Media Energy 594 Connectors / EAI 595 Consumer Sector 596 Customer Order Management 609 Data Quality 615 Financial Services 615 General 616 Life Sciences 644 Loyalty 646 Marketing 649 Mobile Solutions 653 Partner Relationship Management 654 Public Sector 655 Sales 655 Service 656 Siebel E-Commerce 657 Siebel E-Commerce for Comms 660 Siebel Email Response 670 Siebel E-Support 675 Siebel Self Service Common 675 Travel & Transportation 677 Universal Customer Master 683 User Interface 686 Web Service 702

Oracle Welcomes Your Comments

753

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U

August 2011
NOTE: This guide documents the Quick Fixes, enhancements, instructions for enhancements, and bugs resolved in the Siebel 8.1.1.1 through Siebel 8.1.1.4 Fix Packs. As of the Siebel 8.1.1.5 Fix Pack, Fix Pack documentation is provided in a release-specific Siebel Maintenance Release Guide. For information about what was provided in the Siebel 8.1.1.5 Fix Pack, see Siebel Maintenance Release Guide, Version 8.1.1.5 on My Oracle Support (https://support.oracle.com/CSP/ui/flash.html). To access this guide, from within My Oracle Support, navigate to the Knowledge tab, and search for Article ID 880452.1. This guide includes the following topics: Release Notes for Siebel 8.1.1.x Fix Packs on page 7 Whats New in This Revision on page 8 Quick Fixes Included in Siebel 8.1.1.x Fix Packs on page 10 Enhancements and Updates in 8.1.1.x Fix Packs on page 32 Configuration Instructions for Enhancements and Updates on page 45 Siebel Fix Pack Installation Instructions on page 456 Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack on page 478 Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack on page 522 Resolved Change Requests in the Siebel 8.1.1.2 Fix Pack on page 568 Resolved Change Requests in the Siebel 8.1.1.1 Fix Pack on page 592 Oracle Welcomes Your Comments on page 753

Release Notes for Siebel 8.1.1.x Fix Packs


The following sections describes known issues with the Siebel 8.1.1.x Fix Packs, as well as any applicable workaround information. NOTE: The following section is not a comprehensive listing of all known issues in the Siebel 8.1.1.x Fix Packs. For a comprehensive list of all Siebel 8.1 Release Notes, see Siebel Release Notes on My Oracle Support (https://support.oracle.com/CSP/ui/flash.html) (Article ID 557191.1).

No Records Display in Sample Compliance > Employee Based Tracking > My Team's Employee View
Category: Siebel Life Sciences

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Whats New in This Revision

Subcategory: Samples - Compliance Product Version: Siebel 8.1.1.3 Bug ID: 12371899 All reporting employees should be displayed within Sample Compliance > Employee Based Tracking > My Team's Employee view, but no records are displayed. Use the following workaround to address this issue:

1 2 3 4 5

Log into Siebel Tools, and query for the LS Pharma Compliance Employee business component. Select the Sales Rep business component view mode. Change the Visibility MVLink property from Sales Team to Position Change the Visibility MVField property from Sales Team to Position. Compile the object into the SRF and restart the server.

LS Pharma Data Migration Service Returns Error


Category: Siebel Life Sciences Subcategory: Samples Product Version: Siebel 8.1.1.x Bug ID: 10556780 When users create a server job using the Worfklow Process Manager component to run the LS Pharma Data Migration for Life Sciences Pharma version 8.1.1, the process terminates with an error. This issue applies to customers who are upgrading from Siebel Life Sciences customers who are upgrading to Siebel 8.1.1.x from Siebel 8.0 or prior versions. For workaround information, from within My Oracle Support, navigate to the Knowledge tab and search for Article ID 1310515.1.

Whats New in This Revision


Table 1 describes the changes in this version of the documentation. Table 1. Topic Instructions for ACR 475 on page 239 Instructions for ACR 463 on page 109. Whats New in Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Description Revised this section. (Rev. U) Added a note about how to avoid duplicates on import. (Rev. U)

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Whats New in This Revision

Table 1. Topic

Whats New in Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Description Revised the instructions for these Fix Requests. (Rev. U)

Instructions for FR 12-1P4ORNT on page 705, Instructions for FR 12-1P4ORN3 on page 706, Instructions for FR 12-1P4ORMQ on page 706, Instructions for FR 12-1P4ORMD on page 707, Instructions for FR 121P4ORM0 on page 708, and Instructions for FR 12-1P4ORNG on page 710. Instructions for ACR 474 and ACR 508 on page 166

In Applying Changes for the Signal on page 223, added table captions to clarify which tables are for which signals. (Rev. U)

How to Use This Guide


This document, Siebel Maintenance Release Guide, Version 8.1.1.x, lists the enhancements and fixes provided in the Siebel 8.1.1.1 through Siebel 8.1.1.4 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. 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/CSP/ui/flash.html) 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 the following: How to install the maintenance (Fix Pack) release Product configuration issues and workarounds for your application

NOTE: 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 Documentation
Oracle reserves the right to modify the documentation for Siebel Business Applications at any time. For related Siebel documentation, see the following: My Oracle Support (https://support.oracle.com/CSP/ui/flash.html) (requires valid customer account)

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Quick Fixes Included in Siebel 8.1.1.x Fix Packs

Siebel System Requirements and Supported Platforms on Oracle Technology Network (http:// download.oracle.com/docs/cd/E11886_01/srsphomepage.html) Siebel Bookshelf for Oracles Siebel Business Applications, Version 8.1 (http://www.oracle.com/ technology/documentation/siebel.html) on Oracle Technology Network (OTN)

Quick Fixes Included in Siebel 8.1.1.x Fix Packs


NOTE: Table 2 on page 10 lists the Quick Fixes that were provided in the Siebel 8.1.1.1 through Siebel 8.1.1.4 Fix Pack releases. For a list of Quick Fixes provided in the Siebel 8.1.1.5 Fix Pack, see Siebel Maintenance Release Guide, Version 8.1.1.5 on My Oracle Support (https:// support.oracle.com/CSP/ui/flash.html). To access this guide, from within My Oracle Support, navigate to the Knowledge tab and search for Article ID 880452.1. Siebel 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. NOTE: 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 10 to make sure that your Quick Fix number is listed. 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 Fix Request ID/Bug ID 12-1Q450JI 12-1QVMO5T 12-1TK3VI7 12-1TK4P0Q 12-1TK92RX 12-1TKA4MZ 12-1TPS17B 12-1TPS1CY 12-1TPS1FI 12-1TWTQR5 Quick Fix Version 21107 21112 QF0028 QF0028 QF0028 QF0028 QF0028 QF0028 QF0028 QF0028 Merged Into Fix Pack 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4

Change Request ID/ Base Bug ID 12-1Q35A8A 12-1QVMO57 12-1TK3VGV 12-1TK4OZF 12-1TK9B70 12-1TKA4KE 12-1TPS15R 12-1TPS1BB 12-1TPS1E1 12-1TWTQPT

Fix Pack Base [21107] [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112]

10

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Quick Fixes Included in Siebel 8.1.1.x Fix Packs

Table 2.

Quick Fixes Included in Version 8.1.1.x Fix Request ID/Bug ID 12-1VI2I3J 12-1VR58XF 12-1WXWUIX 12-1VHKVBD 12-1Y8IY97 12-1XOO9FM 12-1XVFKIP 12-1YFC5GX 12-1YM4XDT 12-1YMLXLT 12-1XMQKEZ 12-1YOMSBW 12-1XTIC0H 12-1Z6WBPB 12-1U0BPJM 12-1TJMH8L 12-1TK3VJY 12-1TK4OX9 12-1TK4OZ0 12-1TK964K 12-1TK92TB 12-1TK9EP6 12-1TK9ZFM 12-1TKA45M 12-1TKA4J7 12-1TK9ZGP 12-1TKA9D4 12-1TPS1B0 12-1TKA9AH Quick Fix Version QF0072 QF0082 QF00AN QF00AO QF00AV QF00AW QF00AW QF00AY QF00BD QF00BG QF00BK QF00BO QF00BP QF00BU QF0028 QF0028 QF0028 QF0028 QF0028 QF0028 QF0028 QF0028 QF0028 QF0028 QF0028 QF0028 QF0028 QF0028 QF0028 Merged Into Fix Pack 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4

Change Request ID/ Base Bug ID 12-1VH3RYD 12-1VM6N5D 12-1WXWUIF 12-1QVMO57 12-1XZBSUD 12-1XO6UN9 12-1XUY3ZF 12-1VI06I9 12-1IBE8WR 12-1WLTVBV 12-1XF0G9H 12-1YOMS98 12-1PZ4R7R 12-1YCG2PL 12-1TGO7DJ 12-1TJMH71 12-1TK3VIM 12-1TK3VKD 12-1TK4OXO 12-1TK962G 12-1TK9B1B 12-1TK9ENW 12-1TK9ZE3 12-1TKA445 12-1TKA4GE 12-1TKA4NA 12-1TKA9BK 12-1TPS192 12-1TPS1HM

Fix Pack Base 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112]

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

11

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Quick Fixes Included in Siebel 8.1.1.x Fix Packs

Table 2.

Quick Fixes Included in Version 8.1.1.x Fix Request ID/Bug ID 12-1TUW8HC 12-1TUW8JX 12-1TUW8ET 12-1TWTQSU 12-1U0AEIY 12-1U0AR7L 12-1U5RB5J 12-1VH3X9H 12-1VM7S7C 12-1VM6040 12-1XHX6IZ 12-1XIVKK8 12-1XP58OF 12-1XKSPM0 12-1XQM2DJ 12-1XCM27D 12-1WR5BMI 12-1Y6LC0G 12-1VNJREX 12-1XT16QR 12-1YIQKSC 12-1YCXRIV 12-1Y54A1B 12-1Z4YJQJ 12-1XYCRU9 12-1YM4UWN 12-1XL4MPA 12-1WUJE3Y 12-1ZRVWP8 Quick Fix Version QF0028 QF0028 QF0028 QF0028 QF0028 QF0028 QF0041 QF0072 QF0075 QF00AH QF00AI QF00AJ QF00AJ QF00AM QF00AQ QF00AR QF00AS QF00AT QF00AW QF00AW QF00AZ QF00BA QF00BF QF00BI QF00BK QF00BK QF00BL QF00BR QF00BU Merged Into Fix Pack 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4

Change Request ID/ Base Bug ID 12-1TUW8FW 12-1TUW8IF 12-1TUWQ23 12-1TWTQRK 12-1U0AEGZ 12-1U0AR67 12-1U5RB3V 12-1VH3RP7 12-1VM7S6L 12-1VM6MO5 12-1XHDRIJ 12-1XIVKJJ 12-1XLAL2N 12-1XHF9F1 12-1XP5AVL 12-1XCM26P 12-1WF6ZG1 12-1Y6LBZN 12-1VMCEBF 12-1XT16PO 12-1YIQQID 12-1XWIYRL 12-1VDPBPF 12-1Z4YJPX 12-1XWEWDL 12-1YKOYUX 12-1XF0GC9 12-1WUJE2X 12-1ZPH4ZU

Fix Pack Base 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112]

12

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Quick Fixes Included in Siebel 8.1.1.x Fix Packs

Table 2.

Quick Fixes Included in Version 8.1.1.x Fix Request ID/Bug ID 12-1Z7V33V 12-1Z04TF7 12-1YOK97J 12-1YOKK9R 12-1YOMS8H 12-1Z9RYA5 12-1YOMSAP 12-1Z3I799 12-1XS216R 12-1X6RYEB 12-1Y5LUYL 12-1YJP6YH 12-1YJPUAJ 12-1YIQPLL 12-1YIQP3X 12-1ZFBVG7 12-1YO2D6J 12-1XJDH9J 12-1YOLF2T 12-1VNJDUK 12-1VR4QMW 12-1Z4YK31 12-1VM90VR 12-1VR2KHF Quick Fix Version 8.1.1 PDA [21112_10] 8.1.1 PDA [21112_11] 8.1.1 PDA [21112_8] 8.1.1 PDA [21112_8] 8.1.1 PDA [21112_9] 8.1.1 PDA [21112_9] 8.1.1 PDA [21112_9] 8.1.1 PDA [21112_9] QF0191 QF0192 QF01AD QF01AH QF01AN QF01AS QF01AY QF01BF QF01BH QF01BK QF1109 QF3102 QF3103 QF7106 QF0131 QF0132 Merged Into Fix Pack 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4

Change Request ID/ Base Bug ID 12-1YOKK4N 12-1YOKGG5 12-1YOK96H 12-1YOKK66 12-1YOMS7P 12-1JFQEZ6 12-1YGT6Q9 12-1Z3IMD9 12-1TK4UBL 12-1S1Y205 12-1VH3RP7 12-1XC7KQR 12-1PFQSZV 12-1Y9HK6T 12-1YIQP2P 12-1Z1KQM1 12-1YNLB8N 12-OVT1LK 12-1BDKMON 12-1VNJDR2 12-1VR4QM7 12-1Z6VRAB 12-1VM6N5D 12-1VM7S6L

Fix Pack Base 8.1.1 PDA [21112_10] 8.1.1 PDA [21112_11] 8.1.1 PDA [21112_8] 8.1.1 PDA [21112_8] 8.1.1 PDA [21112_9] 8.1.1 PDA [21112_9] 8.1.1 PDA [21112_9] 8.1.1 PDA [21112_9] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211]

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

13

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Quick Fixes Included in Siebel 8.1.1.x Fix Packs

Table 2.

Quick Fixes Included in Version 8.1.1.x Fix Request ID/Bug ID 12-1WFJXIH 12-1X5628Q 12-1U5RB56 12-1XQLOAP 12-1WF6SRH 12-1Y0B0CN 12-1Y8ID43 12-1XZBJGV 12-1Y63KCJ 12-1Y37HAT 12-1XHF8MP 12-1XSKD01 12-1YFCJ1B 12-1XPMVCR 12-1YCX4WP 12-1Y5MADB 12-1Y6LKPJ 12-1XHF5O1 12-1YDESND 12-1Z04WCR 12-1YOMUG9 12-1WXF8N2 12-1Z3IAW7 12-1XC7L4O 12-1YOKNFT 12-1Z04WDL 12-1Z04UJ7 12-1YOM3YD 12-1YOMC6N Quick Fix Version QF0179 QF0180 QF0185 QF0187 QF0194 QF0196 QF0197 QF0198 QF0199 QF01AA QF01AC QF01AD QF01AE QF01AG QF01AI QF01AM QF01AO QF01AP QF01AQ QF01AV QF01AX QF01BA QF01BB QF01BC QF01BC QF01BF QF01BF QF01BG QF01BI Merged Into Fix Pack 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4

Change Request ID/ Base Bug ID 12-1WEU3RJ 12-1X5627A 12-1U5RB3V 12-1U0C8HX 12-1WF6IYP 12-1Y0AHAJ 12-1XCM26P 12-1WXWV2P 12-1Y63UOX 12-1XF0FUR 12-1KBLS9L 12-1V418JR 12-1UH8JVF 12-1XLALJV 12-1VE77T9 12-1Y3OYE1 12-1BV2Y2P 12-1WLUTXP 12-1J1ZOUE 12-1TLCZVH 12-1YQ37AZ 12-1W6DOUA 12-1XQ4S1X 12-1XC7L43 12-1YOKFU7 12-1XTIR2L 12-1Y28AMJ 12-1YOLRSL 12-1YOLS7V

Fix Pack Base 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211]

14

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Quick Fixes Included in Siebel 8.1.1.x Fix Packs

Table 2.

Quick Fixes Included in Version 8.1.1.x Fix Request ID/Bug ID 12-1Y90L0B 12-1ZSUWJJ 12-206EOPP 12-1XQ4PLV 12-1XTBN9M 12-1VM54KD 12-1VM7VPD 12-1VM7VQC 12-1VNJ8HJ 12-1VNJ8F6 12-1VNJC4I 12-1VNIZ0Z 12-1VNKG7I 12-1VR1NPM 12-1VR38XI 12-1VR3RLH 12-1VR3SIF 12-1VR4QL4 12-1VR4VE1 12-1VR4VW7 12-1X660OB 12-1Z7UTG8 12-1XWEYU7 12-1YCFW5J 12-1XJD1PB 12-1YL5W2L 12-1XWEU4W 12-1YFTTGZ 12-1VR32VC Quick Fix Version QF01BO QF01BU QF01CE QF1107 QF1108 QF3101 QF3101 QF3101 QF3101 QF3102 QF3102 QF3103 QF3103 QF3103 QF3103 QF3103 QF3103 QF3103 QF3103 QF3103 QF3104 QF3106 QF4103 QF5105 QF7104 QF7105 QF7106 QF0264 QF0201 Merged Into Fix Pack 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4

Change Request ID/ Base Bug ID 12-1WXWUIF 12-1XIVYP9 12-1WF6ZG1 12-1XM98B7 12-1XTBN8V 12-1TK672L 12-1VH3RP7 12-1VH3RYD 12-1VNJ8G2 12-1VNJ8DR 12-1VNJC3T 12-1VNJKCG 12-1VNKG5Z 12-1VR1NO3 12-1VR2BBP 12-1VR3RJX 12-1VR3SGC 12-1VR4QK5 12-1VR4VCC 12-1VR4VUQ 12-1X56AT7 12-1Z6ER6J 12-1XWEYTD 12-1WUJGPN 12-1Q7NVMV 12-1V4JH1X 12-1XTIRJJ 12-1S1Y205 12-1VR32TN

Fix Pack Base 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.2 [ 21215] 8.1.1.2 [21215]

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

15

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Quick Fixes Included in Siebel 8.1.1.x Fix Packs

Table 2.

Quick Fixes Included in Version 8.1.1.x Fix Request ID/Bug ID 12-1XLRN7L 12-1XJD2N6 12-1X3PWGR 12-1XF0ZKU 12-1XF0ZCF 12-1XKTAIF 12-1WA3IG1 12-1XC4UGA 12-1XVG8MP 12-1XF0ZM4 12-1XZXNT7 12-1XFILLH 12-1Y54EHL 12-1Y9R4SN 12-1XIW0S1 12-1YK6TPN 12-1XQ4AG0 12-1Y5M9YK 12-1XVG5E1 12-1X3P5C7 12-1XSYA2D 12-1YDWOIW 12-1YO29DX 12-1YNL9FN 12-1YOLGB9 12-1YN3T0B 12-1YSM0JM 12-1XJDJVF 12-1XQ4AF7 Quick Fix Version QF0229 QF0236 QF0237 QF0242 QF0243 QF0244 QF0245 QF0247 QF0248 QF0249 QF0250 QF0252 QF0252 QF0256 QF0258 QF0259 QF0261 QF0263 QF0266 QF0268 QF0269 QF0270 QF0272 QF0274 QF0275 QF0276 QF0277 QF0279 QF0280 Merged Into Fix Pack 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4

Change Request ID/ Base Bug ID 12-1IKIU3B 12-1XIVLVL 12-1WXWV2P 12-1V418VF 12-1X65YA7 12-1XIVYP9 12-1W7XG6V 12-1XC4GYV 12-1R4A19T 12-1VNK8MB 12-1XZBSUD 12-1XC7KQR 12-1Y3OXVF 12-1WQ5PD9 12-1HE1XTL 12-1VR26EP 12-1XM987B 12-1Y3OY73 12-1QPSYL1 12-1X3PQB1 12-1XSJG29 12-1YCXQYB 12-1YNKWFD 12-1VM7S6L 12-1YOLRNV 12-1XF0GC9 12-1YOMS98 12-1XIVLOD 12-1XM986H

Fix Pack Base 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215]

16

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Quick Fixes Included in Siebel 8.1.1.x Fix Packs

Table 2.

Quick Fixes Included in Version 8.1.1.x Fix Request ID/Bug ID 12-1YM4H07 12-1YSN3X1 12-1YSN3WN 12-1YSN3W9 12-1YSN3VH 12-1YOMPJT 12-1YOMPJF 12-1YOMPIN 12-1YOMPI9 12-1YQZ29Q 12-1Y2PUMT 12-1YR2YWB 12-1Y28AN4 12-1YBWTK1 12-1YBWHO9 12-1VNJBI3 12-1YUNVWZ 12-1YO2RLM 12-1Z3IALD 12-1Y54DN1 12-1YCFIBF 12-1YOKQLH 12-1Z312WH 12-1YOMPKH 12-1Z04EEK 12-1Y90EUX 12-1Z0MDNB 12-1YAH25H 12-1Z7DTPM Quick Fix Version QF0281 QF0281 QF0281 QF0281 QF0281 QF0281 QF0281 QF0281 QF0281 QF0281 QF0282 QF0282 QF0283 QF0283 QF0284 QF0285 QF0286 QF0287 QF0288 QF0289 QF0290 QF0294 QF0296 QF0298 QF0299 QF02AB QF02AC QF02AI QF02AI Merged Into Fix Pack 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4

Change Request ID/ Base Bug ID 12-1YM4GZ9 12-1YOMJWJ 12-1YOMN57 12-1YOMN72 12-1YQGG4M 12-1YQGG7U 12-1YQGG9F 12-1YQGGD5 12-1YQGGEQ 12-1YQZ267 12-1SW8L6P 12-1Y6LBZN 12-1Y28AMJ 12-1YAH50J 12-1YAH4TL 12-1VNJ7BV 12-1XF0FX9 12-1YO2RKX 12-1Z1KQY9 12-1NWCZMB 12-1YAH55T 12-1VJZTJ7 12-1QBCC09 12-1YOLS71 12-1YZND55 12-1Y3OXW9 12-1V9U49H 12-1XRKKWD 12-1YNLBB5

Fix Pack Base 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215]

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

17

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Quick Fixes Included in Siebel 8.1.1.x Fix Packs

Table 2.

Quick Fixes Included in Version 8.1.1.x Fix Request ID/Bug ID 12-1ZF3CXL 12-1ZOJCQH 12-1VOFQ3P 12-1XM9N8Z 12-1Z9S46Z 12-203152F 12-1XQ4T5X 12-1Y9HK8A 12-1ZRW32R 12-1ZUS4MB 12-20F4VE5 12-202252X 12-1YGT6R2 12-1YV5IMZ 12-1Z6VWA6 12-1Y28CXL 12-1YCFJSR 12-1XYUAXZ 12-1X97V94 12-1XMQKEJ 12-1XQ4AWP 12-1Z0MB07 12-1Y2PBV7 12-1Y0AZPY 12-1YOKNO0 12-1Z4YJJT 12-1Z04V45 Quick Fix Version QF02AI QF02AI QF02AJ QF02AM QF02AN QF02AN QF02AQ QF02AQ QF02AR QF02AU QF02BK QF02BL 8.1.1.2 WM 5 [21215_5] 8.1.1.2 WM 5 [21215_5] 8.1.1.2 WM 5 [21215_6] 8.1.1.2 WM 5 [21215_5] QF0302 QF0303 QF0303 QF0303 QF0303 QF0305 QF0306 QF0307 QF0310 QF0311 QF0312 Merged Into Fix Pack 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4

Change Request ID/ Base Bug ID 12-1Z1KQM1 12-1Z3IMBL 12-1V418JR 12-1U0C8HX 12-1TLCZVH 12-1U5RB3V 12-1XIVMBZ 12-1Y9HK6T 12-1XBND23 12-1VMCEBF 12-1SEPT2B 12-1ZZMR15 12-1YGT6Q9 12-1YOMS7P 12-1Z6VW9H 12-1JFQEZ6 12-1Y2PC95 12-1VMCEBF 12-1WTJXWZ 12-1XF0G9H 12-1XOOC39 12-1U0C8HX 12-1QTP7PD 12-1Y0AZPB 12-1YOKG0B 12-1VM7S6L 12-1Z1KQM1

Fix Pack Base 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 WM5 [21215_5] 8.1.1.2 WM5 [21215_5] 8.1.1.2 WM5 [21215_6] 8.1.1.2 WM5 [21215_5] 8.1.1.3 [21219] 8.1.1.3 [21219] 8.1.1.3 [21219] 8.1.1.3 [21219] 8.1.1.3 [21219] 8.1.1.3 [21219] 8.1.1.3 [21219] 8.1.1.3 [21219] 8.1.1.3 [21219] 8.1.1.3 [21219] 8.1.1.3 [21219]

18

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Quick Fixes Included in Siebel 8.1.1.x Fix Packs

Table 2.

Quick Fixes Included in Version 8.1.1.x Fix Request ID/Bug ID 12-1YHAEXR 12-1YVB42D 12-1Z6WCOG 12-1Z6PEQ9 12-1ZF3T8Z 12-1ZFBE8H 12-1ZH9OLB 12-1ZFCYUM 12-1ZFBJ5Z 12-1ZF3AMP 12-1ZD5YHL 12-1ZF38WH 12-1YFCA4P 12-1ZURZZ3 12-1ZY61E5 12-201KB2F 12-1ZXOMPB 12-1ZPH5PX 12-20MEJOF 12-20IJAD1 12-209BHN9 12-1ZNIQFX 12-20GLG4R 12-1XYTSLP 12-1Z520FN 12-1Y641L8 12-1WLUTF3 12-1U5ULV5 12-1UQWPP0 Quick Fix Version QF0313 QF0313 QF0314 QF0315 QF0316 QF0317 QF0318 QF0319 QF0320 QF0321 QF0323 QF0326 QF0328 QF0334 QF0336 QF0337 QF0341 QF0342 QF0351 QF0352 QF0355 QF0357 QF0357 QF304 8.1.1.3 WM5 [21219_2] QF7201 QF0043 QF0061 Merged Into Fix Pack 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.3 8.1.1.3 8.1.1.3

Change Request ID/ Base Bug ID 12-1YFU2BX 12-1YQ37K5 12-1Z6VRLF 12-1Z3IMBL 12-1XTIRJJ 12-1Q7NVMV 12-1IKIU3B 12-1X65YA7 12-1ZFBCAH 12-1V4JH1X 12-1W6DOUA 12-1Y8J0H7 12-1YCFMMF 12-1PZ4R7R 12-1XBND23 12-OVT1LK 12-1YOLS7V 12-1XTBN8V 12-1XIVMBZ 12-1VM6MO5 12-206F3XH 12-1V418JR 12-1YCG2PL 12-1HCLBH7 12-1YOKK4N 12-1VGM2U4 12-1VM72OT 12-1U5SY53 12-1UQ61Q1

Fix Pack Base 8.1.1.3 [21219] 8.1.1.3 [21219] 8.1.1.3 [21219] 8.1.1.3 [21219] 8.1.1.3 [21219] 8.1.1.3 [21219] 8.1.1.3 [21219] 8.1.1.3 [21219] 8.1.1.3 [21219] 8.1.1.3 [21219] 8.1.1.3 [21219] 8.1.1.3 [21219] 8.1.1.3 [21219] 8.1.1.3 [21219] 8.1.1.3 [21219] 8.1.1.3 [21219] 8.1.1.3 [21219] 8.1.1.3 [21219] 8.1.1.3 [21219] 8.1.1.3 [21219] 8.1.1.3 [21219] 8.1.1.3 [21219] 8.1.1.3 [21219] 8.1.1.3 [21219] 8.1.1.3 WM5 [21219_2] Unspecified 7.7.2.2 [18356] 8.1.1 [21112] 8.1.1 [21112]

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

19

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Quick Fixes Included in Siebel 8.1.1.x Fix Packs

Table 2.

Quick Fixes Included in Version 8.1.1.x Fix Request ID/Bug ID 12-1V7WVNO 12-1V3K66J 12-1UOUW8L 12-1UJQNTU 12-1VH3HYN 12-1VKHEGV 12-1UPTJSJ 12-1V418HK 12-1VM7MNP 12-1VMAZDJ 12-1VM8H5Y 12-1VR73IR 12-1WE2T3K 12-1WAL0Z9 12-1WLTUS5 12-1WXXCZJ 12-1WV14UH 12-1VR7CDZ 12-1WLTV3T 12-1X56312 12-1XFIKC2 12-1XS24V7 12-1XM9M42 12-1Y54TB7 12-1R3SHEV 12-1UWODIV 12-1VJIBZ1 12-1V4190P 12-1VABY2J Quick Fix Version QF0062 QF0068 QF0080 QF0080 QF0080 QF0080 QF0081 QF0081 QF0083 QF0084 QF0085 QF0088 QF0089 QF0093 QF0095 QF0096 QF00AA QF00AB QF00AC QF00AF QF00AG QF00AK QF00AO QF00AU QF1001 QF0059 QF0078 QF0079 QF0080 Merged Into Fix Pack 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3

Change Request ID/ Base Bug ID 12-1V7WVM7 12-1V0593H 12-1UH87LR 12-1UJQNRZ 12-1VH3RCZ 12-1VKHEG7 12-1UIB7XV 12-1V418GZ 12-QND3G8 12-1U5VI79 12-1VM8H57 12-1VR73HT 12-1VROIM3 12-1U4NF3F 12-1VM6N4J 12-1VMBL0Z 12-1WVI3Q5 12-1VR5SGX 12-1WF6FQC 12-1WF6P3J 12-1VR4BZH 12-1X65TKV 12-1VNIMYR 12-1WXFOAB 12-1R3SHD7 12-1UWODHL 12-1VHLD1H 12-1V41905 12-1VCQAE7

Fix Pack Base 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112]

20

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Quick Fixes Included in Siebel 8.1.1.x Fix Packs

Table 2.

Quick Fixes Included in Version 8.1.1.x Fix Request ID/Bug ID 12-1VNJB15 12-1VM5OFZ 12-1VR7XBB 12-1VMB443 12-1VVFZX5 12-1VMC9JC 12-1VR613R 12-1WVIDDX 12-1WYEWC1 12-1XEBKOX 12-1U5RPCP 12-1XM9M2R 12-1SCQC43 12-1SSU185 12-1VM8H0R 12-1WF6BOH 12-1UH8O67 12-1VR6T42 12-1VMBHGE 12-1WS4HGD 12-1V7FOQ9 12-1VKYYB5 12-1UI8THP 12-1VGLLEK 12-1VE6TJ6 12-1U7CGKP 12-1VI2IE9 Quick Fix Version QF0082 QF0086 QF0088 QF0090 QF0091 QF0094 QF0097 QF0098 QF00AA QF00AE QF00AO QF00AO QF1001 QF1002 QF1003 QF0099 8.1.1 PDA [21112_1] 8.1.1 PDA _21112_4] 8.1.1 PDA [21112_5] 8.1.1 PDA [21112_6] QF0114 QF0114 QF0115 QF0121 QF0124 QF0125 QF0130 Merged Into Fix Pack 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3

Change Request ID/ Base Bug ID 12-1VMCEM9 12-1VM5K6V 12-1TK4DJP 12-1NXS3RV 12-1VCQVAZ 12-1VMC9ID 12-1VR43FP 12-1WV0HS3 12-1WXX8FJ 12-1SD8XW1 12-1T2IN2L 12-1U0AX75 12-1R3SHD7 12-1R3SHD7 12-1VM6B55 12-1LC1A2Z 12-1U5VI4H 12-1VR6T39 12-1VMBHFJ 12-1VM6HI1 12-1V418N3 12-1VH3RGB 12-1UI8TH3 12-1RAJ0I1 12-1VE7EH7 12-1U5V32T 12-1VEOU89

Fix Pack Base 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] QF0099 8.1.1 PDA [21112_1] 8.1.1 PDA [21112_4] 8.1.1 PDA [21112_5] 8.1.1 PDA [21112_6] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211]

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21

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Quick Fixes Included in Siebel 8.1.1.x Fix Packs

Table 2.

Quick Fixes Included in Version 8.1.1.x Fix Request ID/Bug ID 12-1VR3IU1 12-1VR3NJZ 12-1VM5IIV 12-1VR3L6U 12-1VTSQMV 12-1WF6HIG 12-1VR4O99 12-1VR5PTN 12-1X3RF2X 12-1VR29OR 12-1WF5ZRW 12-1WEE4FN 12-1WF6G2Q 12-1WLTLEY 12-1VR5ORB 12-1WK5MQ5 12-1WERWGT 12-1VNJ4VP 12-1X1AK5N 12-1WWYDEF 12-1X65R0B 12-1WTJXZ8 12-1YCG7H4 12-1YFTGHB 12-1UIBBJV 12-1UW5FA5 12-1VM8AUM 12-1VR2YD7 12-1WRAAA5 Quick Fix Version QF0133 QF0134 QF0139 QF0141 QF0146 QF0153 QF0154 QF0155 QF0156 QF0157 QF0157 QF0158 QF0158 QF0159 QF0160 QF0161 QF0162 QF0165 QF0167 QF0169 QF0171 QF0176 QF01AB QF01AG QF1101 QF1102 QF1103 QF1104 QF1105 Merged Into Fix Pack 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3

Change Request ID/ Base Bug ID 12-1UWODHL 12-1VR2PWN 12-1HWWAY4 12-1VR2PUZ 12-1TXBDIV 12-1WF6P3J 12-1VR5ZGB 12-1PVZS4R 12-1X3RF25 12-1VNJ8NI 12-1WF5ZQH 12-1WA5CGZ 12-1WF6G1R 12-1WLTLED 12-1UGQKS5 12-1WF6PMP 12-1W4M5R5 12-1VMCEHT 12-1QG70K8 12-1WVIKB5 12-1O2IS17 12-1WTJXYN 12-1VHLD1H 12-1VKHEG7 12-1TK6U03 12-1UW5F8T 12-1VM7OFB 12-1VR2YCD 12-1WA5CGZ

Fix Pack Base 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211]

22

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Quick Fixes Included in Siebel 8.1.1.x Fix Packs

Table 2.

Quick Fixes Included in Version 8.1.1.x Fix Request ID/Bug ID 12-1WRAAD1 12-1X56R61 12-1VG4DL9 12-1VR7JA7 12-1VNKHLQ 12-1VNJUIQ 12-1VR348W 12-1VR399Z 12-1VR4A8M 12-1VR4FN2 12-1VR60PC 12-1WLTWCD 12-1VR397S 12-1WCP9XZ 12-1WF73IY 12-1WFFM6W 12-1VR77JP 12-1W6DOQT 12-1WV0RNH 12-1WV0ROK 12-1XWWVON 12-1XWWVPV 12-1XWWVQT 12-1XWWVRR 12-1VR46SJ 12-1VDPAUL 12-1VGLLFE 12-1VMAX0J 12-1VR2KIF Quick Fix Version QF1105 QF1106 QF2103 QF4101 QF4101 QF4101 QF4101 QF4101 QF4101 QF4101 QF4101 QF4102 QF4102 QF4102 QF4102 QF4102 QF5101 QF6101 QF7101 QF7101 QF7103 QF7103 QF7103 QF7103 QF0100 QF0118 QF0121 QF0126 QF0132 Merged Into Fix Pack 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3

Change Request ID/ Base Bug ID 12-1WF6G1R 12-1X56KI9 12-1VE7EQ3 12-1UI8IN7 12-1VNJJZ2 12-1VNJZ8L 12-1VR347X 12-1VR398K 12-1VR4A7V 12-1VR4FMB 12-1VR6FWO 12-1UI8IN7 12-1VR3957 12-1WCP9WP 12-1WF73FF 12-1WFFM67 12-1R3SHD7 12-1W6DOPP 12-1TXBDIV 12-1W6PXXB 12-1WA5CGZ 12-1WF6G1R 12-1X56KGX 12-1X56KI9 12-1VR46RP 12-1REV4NL 12-1SJ54EF 12-1U5SY53 12-1VNJ20P

Fix Pack Base 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211]

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23

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Quick Fixes Included in Siebel 8.1.1.x Fix Packs

Table 2.

Quick Fixes Included in Version 8.1.1.x Fix Request ID/Bug ID 12-1VR3YPZ 12-1VR3OK5 12-1V418T8 12-1VNKRC7 12-1VMCBXB 12-1VROIMY 12-1VR46VZ 12-1VM6N0Y 12-1WF6XDZ 12-1VM5JMC 12-1VMC0PF 12-1WAWS42 12-1VR5GB0 12-1X5630E 12-1VR6WMR 12-1WF6HRX 12-1X3PRSZ 12-1X1RZWH 12-1WF6V8X 12-1XHFCTH 12-1XKSUW0 12-1XPN62V 12-1VM7TE6 12-1XVG87F 12-1X4CYI9 12-1XP58ZT 12-1VMBEH5 12-1Y72ZUH 12-1VR2NII Quick Fix Version QF0136 QF0137 QF0138 QF0140 QF0143 QF0148 QF0149 QF0150 QF0154 QF0156 QF0160 QF0162 QF0164 QF0170 QF0170 QF0172 QF0173 QF0174 QF0176 QF0176 QF0181 QF0186 QF0186 QF0188 QF0189 QF0190 QF0190 QF01AF QF1104 Merged Into Fix Pack 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3

Change Request ID/ Base Bug ID 12-1VNJZD9 12-1VM81EJ 12-1V418SN 12-1VNKRB3 12-1UJQNRZ 12-1VROIM3 12-1V41905 12-1VM6N0D 12-1T2II25 12-1QHN64C 12-1VMAF2Z 12-1W4M5S2 12-1RVO17F 12-1VM83AX 12-1VR66BT 12-1VR4BZH 12-1X3PRS9 12-1WXFOAB 12-1UH87BR 12-1XFIDB5 12-1X65TKV 12-1S9QMWN 12-1VM6N8P 12-1LC1A2Z 12-1Q16OWB 12-1VM72OT 12-1VMAEXZ 12-1UH87LR 12-1VR2NH1

Fix Pack Base 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211]

24

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Quick Fixes Included in Siebel 8.1.1.x Fix Packs

Table 2.

Quick Fixes Included in Version 8.1.1.x Fix Request ID/Bug ID 12-1WLTK5Q 12-1UW5DGH 12-1W6PXY5 12-1X56KGK 12-1X56KHX 12-1XVG99R 12-1VPNBHD 12-1VNJUJS 12-1VNKHMB 12-1VNJUHZ 12-1VR4LB3 12-1VR4V22 12-1VR6QT2 12-1WF77Q5 12-1XQ49XF 12-1WIXZ3T 12-1X0C26K 12-1XYCA25 12-1XWWVSZ 12-1XWET8K 12-1VGLLDP 12-1U089CS 12-1U0ATGA 12-1VMATZX 12-1VR3P8V 12-1V14JRA 12-1WF75UB 12-1VKHKCF Quick Fix Version QF1105 QF1105 QF1105 QF1106 QF1106 QF1107 QF2103 QF4101 QF4101 QF4101 QF4101 QF4101 QF4101 QF4102 QF5105 QF7101 QF7102 QF7103 QF7103 QF7103 QF0121 Don't think that this s/b Don't think that this s/b QF0201 QF0201 QF0202 QF0205 QF0206 Merged Into Fix Pack 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3

Change Request ID/ Base Bug ID 12-1TXBDIV 12-1UW5DFF 12-1W6PXXB 12-1X56155 12-1X56KGX 12-1X65TKV 12-1UH87BR 12-1VMJW4R 12-1VNJJXN 12-1VNJZ9H 12-1VR3GUN 12-1VR4V1B 12-1VR6QRN 12-1WF77PG 12-1VM6N4J 12-1VR2NH1 12-1X0C24K 12-1X56155 12-1X65TKV 12-1XVXEFP 12-1KXYCJ7 12-1U089B9 12-1U0ATEW 12-1VM81EJ 12-1VR4BF7 12-1UI7QYZ 12-1W7XG07 12-1U4NF3F

Fix Pack Base 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] QF0121 8.1.1.1[21210] QFACR474_DEV3 ENU 8.1.1.1[21210] QFACR474_DEV3 ENU 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215]

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25

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Quick Fixes Included in Siebel 8.1.1.x Fix Packs

Table 2.

Quick Fixes Included in Version 8.1.1.x Fix Request ID/Bug ID 12-1VR50U7 12-1WHFPCJ 12-1VMBCSV 12-1WQ5VI3 12-1WLUFT3 12-1WU19LH 12-1VR5ESF 12-1WYEYBP 12-1WYWA9N 12-1XCMB93 12-1VR7VHR 12-1X65NWV 12-1X4OYWX 12-1X98CML 12-1WYEKN7 12-1VMB80D 12-1WF6MH3 12-1WEE4GH 12-1WF7AUB 12-1X65TML 12-1X1AS17 12-1X8R0OX 12-1VM55TX 12-1XHX1P1 12-1WXFIOE 12-1XHFCUG 12-1X0SZC7 12-1XC4U97 12-1XC4UA1 Quick Fix Version QF0207 QF0207 QF0208 QF0209 QF0210 QF0211 QF0212 QF0213 QF0216 QF0216 QF0217 QF0218 QF0220 QF0221 QF0222 QF0223 QF0223 QF0223 QF0223 QF0223 QF0225 QF0226 QF0227 QF0230 QF0231 QF0231 QF0232 QF0232 QF0232 Merged Into Fix Pack 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3

Change Request ID/ Base Bug ID 12-1VR4BT3 12-1WF6PLV 12-1QG70K8 12-1SJNUGJ 12-1VMAEXZ 12-1DK2UO8 12-1U5V32T 12-1QHN64C 12-1JGY6HC 12-1X6681L 12-1VR78HP 12-1X1AZAL 12-1X3PH1V 12-1VNKRB3 12-1V418GZ 12-1PPACL7 12-1VEOU89 12-1WA5CGZ 12-1WF6G1R 12-1X65TKV 12-1V418N3 12-1NSKPIL 12-1S9QMWN 12-1STC0L5 12-1UH87BR 12-1XFIDB5 12-1UJQNRZ 12-1W4M5R5 12-1W4M5S2

Fix Pack Base 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215]

26

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Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Quick Fixes Included in Siebel 8.1.1.x Fix Packs

Table 2.

Quick Fixes Included in Version 8.1.1.x Fix Request ID/Bug ID 12-1XEJ0CQ 12-1TK4R41 12-1VGLSEY 12-1X663V7 12-1X0BJ10 12-1WYVUF3 12-1XC7L26 12-1XT0PSF 12-1XS1LZH 12-1VMBP4R 12-1Y2P00T 12-1YDEQQT 12-1Y54T99 12-1YK6TOR 12-1XEJIBF 12-1VR5ATP 12-1V7WKHX 12-1VNJH1R 12-1WCP80M 12-1X1GML7 12-1VR6P9H 12-1WQNMNT 12-1SM2F17 12-1SI5H6M 12-1TBLZ15 Quick Fix Version QF0233 QF0238 QF0238 QF0238 QF0239 QF0240 QF0241 QF0246 QF0251 QF0253 QF0254 QF0256 QF0257 QF0259 QF1201 8.1.1.2 [21215_1] 8.1.1.2 WM5 [21215_1] 8.1.1.2 WM5 [21215_1] 8.1.1.2 WM5 [21215_1] 8.1.1.2 WM5 _21215_2] 8.1.1.2 WM5 [21215_3] ??? QF0008 QF0008 QF0015 Merged Into Fix Pack 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.3 8.1.1.2 8.1.1.2 8.1.1.2

Change Request ID/ Base Bug ID 12-1XCM9RR 12-1T2IN2L 12-1U0AX75 12-1VNIMYR 12-1X0BIZX 12-1UH87LR 12-1XC7L1L 12-1VMC9ID 12-1VM7HW1 12-1Q16OWB 12-1VHLD1H 12-1VMAF2Z 12-1LC1A2Z 12-1VR43FP 12-1V41SPV 12-1VR4BVB 12-1V6XL7R 12-1VNJH0Z 12-1WCP7ZT 12-1X1S03V 12-1VNJY1R 12-1OOD149 12-1PBVORR 12-1SI5H61 12-1TBLYYA

Fix Pack Base 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 [21215] 8.1.1.2 WM5 [21215_1] 8.1.1.2 WM5 [21215_1] 8.1.1.2 WM5 [21215_1] 8.1.1.2 WM5 [21215_1] 8.1.1.2 WM5 [21215_2] 8.1.1.2 WM5 [21215_3] Unspecified 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112]

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27

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Quick Fixes Included in Siebel 8.1.1.x Fix Packs

Table 2.

Quick Fixes Included in Version 8.1.1.x Fix Request ID/Bug ID 12-1TK476J 12-1TBLYXR 12-1THO2I5 12-1TK3VLL 12-1TI66LP 12-1TK8U26 12-1TK5L5F 12-1TK85H4 12-1TDOVOJ 12-1T5WKPM 12-1TA9KB1 12-1TS8XK5 12-1TARVI6 12-1TTI5LX 12-1TK9IXL 12-1U0DDZT 12-1U0BPSO 12-1T7DG98 12-1TARVQH 12-1TDO7P7 12-1TXBVH1 12-1U5RB5J 12-1UHPV78 12-1TXT92X 12-1U5RZSJ 12-1U0AHDE 12-1UI820R 12-1U8SE0P 12-1U09KKL Quick Fix Version QF0016 QF0017 QF0017 QF0019 QF0021 QF0023 QF0023 QF0023 QF0024 QF0025 QF0026 QF0026 QF0026 QF0031 QF0031 QF0033 QF0034 QF0035 QF0037 QF0040 QF0041 QF0041 QF0042 QF0044 QF0044 QF0045 QF0046 QF0048 QF0048 Merged Into Fix Pack 8.1.1.2 8.1.1.2 8.1.1.2 8.1.1.2 8.1.1.2 8.1.1.2 8.1.1.2 8.1.1.2 8.1.1.2 8.1.1.2 8.1.1.2 8.1.1.2 8.1.1.2 8.1.1.2 8.1.1.2 8.1.1.2 8.1.1.2 8.1.1.2 8.1.1.2 8.1.1.2 8.1.1.2 8.1.1.2 8.1.1.2 8.1.1.2 8.1.1.2 8.1.1.2 8.1.1.2 8.1.1.2 8.1.1.2

Change Request ID/ Base Bug ID 12-1THO6OP 12-1T7V4R7 12-1TH5NV5 12-1SFPEAN 12-1TGO4RF 12-1OQD0BB 12-1STC0UB 12-1TK6LZT 12-1TD6X31 12-1L3YVPO 12-1QBCC2R 12-1SJ5MIZ 12-1T2J5H3 12-1SBRAKT 12-1TK4CEL 12-1QMX8LP 12-1U0BPQZ 12-1T7DG8H 12-1RHR0N1 12-1R6NUCR 12-1TUVZQ9 12-1U5RB3V 12-1UHPV6B 12-1TXC3RL 12-1U4I7KV 12-1TK9JCV 12-1UI81Z5 12-1ME9N7W 12-1U0866H

Fix Pack Base 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112]

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Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Quick Fixes Included in Siebel 8.1.1.x Fix Packs

Table 2.

Quick Fixes Included in Version 8.1.1.x Fix Request ID/Bug ID 12-1UFS6HJ 12-1U5RJ4P 12-1TDOR8T 12-1UMPRTK 12-1UJQL8W 12-1UH8JTX 12-1UIA3SN 12-1UOWLB9 12-1UIADXT 12-1UZMXSH 12-1STC1G9 12-1V41YTV 12-1VH3J1D 12-1UG91VX 12-1U8XCU7 12-1VI33A5 12-1VKHLAV 12-1UX5VWV 12-1VM83TH 12-1VEOVOV 12-1VR58XF 12-1V6FY31 12-1UH8553 12-1UI8E4P 12-1UI8Y05 12-1UX6LM3 12-1UZ5U7X 12-1UX5DMT 12-1UI7VPC Quick Fix Version QF0048 QF0048 QF0048 QF0049 QF0050 QF0051 QF0053 QF0054 QF0055 QF0056 QF0058 QF0060 QF0064 QF0065 QF0066 QF0067 QF0068 QF0074 QF0076 QF0081 QF0082 8.1.1 PDA [21112_2] QF0101 QF0101 QF0103 QF0104 QF0105 QF0106 QF0106 Merged Into Fix Pack 8.1.1.2 8.1.1.2 8.1.1.2 8.1.1.2 8.1.1.2 8.1.1.2 8.1.1.2 8.1.1.2 8.1.1.2 8.1.1.2 8.1.1.2 8.1.1.2 8.1.1.2 8.1.1.2 8.1.1.2 8.1.1.2 8.1.1.2 8.1.1.2 8.1.1.2 8.1.1.2 8.1.1.2 8.1.1.2 8.1.1.2 8.1.1.2 8.1.1.2 8.1.1.2 8.1.1.2 8.1.1.2 8.1.1.2

Change Request ID/ Base Bug ID 12-1UI8T7X 12-IVNITD 12-OM5V6D 12-1UIB7Z9 12-1SSTZQV 12-1UH87BR 12-1KJP2WG 12-1RRBFQ9 12-1QPSY8J 12-1V0598R 12-1SBRA31 12-1TGOA5B 12-1VH3J0H 12-1UGQK67 12-1U8XCTD 12-1T6DMLW 12-1UI8QNP 12-1UU5KSH 12-1RPD2ML 12-1OK0UBP 12-1VM6N5D 12-1V6FY27 12-1SBRAKT 12-1TGO4RF 12-1OVCU5D 12-1UQ62AL 12-1TK9JCV 12-1THO6OP 12-1UGQKML

Fix Pack Base 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 PDA [21112_2] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211]

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Table 2.

Quick Fixes Included in Version 8.1.1.x Fix Request ID/Bug ID 12-1UIBF3Z 12-1U0F4EH 12-1UIA7EN 12-1UXMXVV 12-1V3JQIN 12-1UW6491 12-1UZD71U 12-1V4108B 12-1V9TQUZ 12-1VBAHH9 12-1VK09K4 12-1VM565P 12-1VGLLFW 12-1VM585D 12-1VM8YSH 12-1VM6VS9 12-1VM9CT7 12-1VNJ8VX 12-1VM90VR 12-1VR2KEB 12-1VR2KGF 12-1VABKYK 12-1VR3YEY 12-1WCVGL3 12-1VR36YB 12-1VCQE1C 12-1VCQE0E 12-1UX5Q4K 12-1UX6LQ5 Quick Fix Version QF0106 QF0107 QF0107 QF0108 QF0109 QF0110 QF0112 QF0113 QF0116 QF0117 QF0119 QF0120 QF0121 QF0122 QF0123 QF0127 QF0128 QF0129 QF0131 QF0136 QF0136 QF0142 QF0142 QF0147 QF1104 QF2101 QF2101 QF2101 QF2101 Merged Into Fix Pack 8.1.1.2 8.1.1.2 8.1.1.2 8.1.1.2 8.1.1.2 8.1.1.2 8.1.1.2 8.1.1.2 8.1.1.2 8.1.1.2 8.1.1.2 8.1.1.2 8.1.1.2 8.1.1.2 8.1.1.2 8.1.1.2 8.1.1.2 8.1.1.2 8.1.1.2 8.1.1.2 8.1.1.2 8.1.1.2 8.1.1.2 8.1.1.2 8.1.1.2 8.1.1.2 8.1.1.2 8.1.1.2 8.1.1.2

Change Request ID/ Base Bug ID 12-IVNITD 12-1TK4UOX 12-1U0A9KV 12-1QMX8LP 12-1V3JQI3 12-1SBRA31 12-1UX6FHT 12-1R0X6NL 12-1L3YVPO 12-1S1FXNF 12-1VK09JB 12-1R6NUCR 12-1TENCIJ 12-1VM5K43 12-OM5V6D 12-1PBVORR 12-1RRBFQ9 12-1U5R7UV 12-1VM6N5D 12-1V0598R 12-1VH3J0H 12-1NSKL0N 12-1TUED13 12-1TBLYYA 12-1SF7E1F 12-1OVCU5D 12-1UQ62AL 12-1UX5Q36 12-1UX6LOB

Fix Pack Base 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211] 8.1.1.1 [21211]

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Table 2.

Quick Fixes Included in Version 8.1.1.x Fix Request ID/Bug ID 12-1VR5MSB 12-1QK1GGU 12-1RBHO6F 12-1RPF20H 12-1RRCAHA 12-1RRCAIV 12-1RNH7G4 12-1R7MK4U 12-1RBZBRA 12-1S8QNIW 12-1S20GWP 12-1SGOF1D 12-1RKLYIW 12-1SGOF07 12-1SD932B 12-1S4C6VJ 12-1M4CI1D 12-1SB8AZ3 12-1ROX0RL 12-1RXLAYA 12-1SD8MYF 12-1SSU77O 12-1RVNYW3 12-1S98C5N 12-1S8R2S7 12-1SSU76Q 12-1SLLJBD 12-1T30LUT 12-1T12EQ1 Quick Fix Version QF4101 QF0001 QF0001 QF0001 QF0001 QF0001 QF0001 QF0002 QF0003 QF0004 QF0005 QF0006 QF0006 QF0006 QF0007 QF0009 QF0009 QF0009 QF0009 QF0009 QF0009 QF0009 QF0009 QF0009 QF0009 QF0009 QF0011 QF0012 QF0013 Merged Into Fix Pack 8.1.1.2 8.1.1.1 8.1.1.1 8.1.1.1 8.1.1.1 8.1.1.1 8.1.1.1 8.1.1.1 8.1.1.1 8.1.1.1 8.1.1.1 8.1.1.1 8.1.1.1 8.1.1.1 8.1.1.1 8.1.1.1 8.1.1.1 8.1.1.1 8.1.1.1 8.1.1.1 8.1.1.1 8.1.1.1 8.1.1.1 8.1.1.1 8.1.1.1 8.1.1.1 8.1.1.1 8.1.1.1 8.1.1.1

Change Request ID/ Base Bug ID 12-1UX5RJV 12-1QK1GG2 12-1RBHO55 12-1RPF1Z9 12-1RR1O5N 12-1RRCAHM 12-1RNH7ER 12-1NLY66Z 12-1KDK35I 12-1S8QNHX 12-1QT7XTB 12-1ONVDYP 12-1RKLYHL 12-1S8I5DB 12-1RAJ07R 12-1KPTT57 12-1M4CI03 12-1PCDF0P 12-1RPEN89 12-1RVNYWA 12-1SD8MX5 12-1SSU76Z 12-1RVNYUP 12-1RZPUA5 12-1RZPUB1 12-1SSU75R 12-1P5N6JM 12-1OUTTD2 12-1SW8CMD

Fix Pack Base 8.1.1.1 [21211] 8.1.1 [21111] 8.1.1 [21111] 8.1.1 [21111] 8.1.1 [21111] 8.1.1 [21111] 8.1.1 [21111] 8.1.1 [21111] 8.1.1 [21111] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112]

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Table 2.

Quick Fixes Included in Version 8.1.1.x Fix Request ID/Bug ID 12-1SZMHS5 12-1TB9J4X 12-1TKA88F 12-1TXT2GX 12-1SINFF1 Quick Fix Version QF0014 QF0018 QF0030 QF0032 QF1001 Merged Into Fix Pack 8.1.1.1 8.1.1.1 8.1.1.1 8.1.1.1 8.1.1.1

Change Request ID/ Base Bug ID 12-1SK50OF 12-1Q25Q6M 12-1TK7X5V 12-1N3J10T 12-1RAJ07R

Fix Pack Base 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112] 8.1.1 [21112]

Enhancements and Updates in 8.1.1.x Fix Packs


NOTE: This section contains information about the enhancements and updates provided in the Siebel 8.1.1.1 through Siebel 8.1.1.4 Fix Packs. For a list of enhancements and updates provided in the Siebel 8.1.1.5 Fix Pack, see Siebel Maintenance Release Guide, Version 8.1.1.5 on My Oracle Support (https://support.oracle.com/CSP/ui/flash.html). To access this guide, from within My Oracle Support, navigate to the Knowledge tab, and search for Article ID 880452.1. This topic identifies the enhancements and updates provided in version 8.1.1.x releases. Enhancements are cumulative, inclusive of the previous 8.1.1.x Fix Pack releases. This topic contains the following subtopics: Enhancements and Updates in Version 8.1.1.4 on page 32 Enhancements and Updates in Version 8.1.1.3 on page 34 Enhancements and Updates in Version 8.1.1.2 on page 40 Enhancements and Updates in Version 8.1.1.1 on page 41

This topic is part of Enhancements and Updates in 8.1.1.x Fix Packs on page 32.

Enhancements and Updates in Version 8.1.1.4


Table 3 lists the enhancements and updates provided in Fix Pack version 8.1.1.4.

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Table 3.

Enhancements and Updates in Version 8.1.1.4 Feature Enhancement or Certification Description Enhances UCM to support the Higher Education application. Instructions for ACR 476

Feature Enhancement or Certification Number ACR 475A

ACR 475B

Enhances UCM to provide Data Governance, Data Quality, and usability enhancements. Instructions for ACR 476

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.

Instructions for ACR 499 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.

Instructions for ACR 502 ACR 526 Trade Promotions Management Quickstart Instructions for ACR 526 ACR 543 Extends the Siebel web services framework to provide an endpoint through Oracle WLS. Instructions for ACR 543

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Table 3.

Enhancements and Updates in Version 8.1.1.4 Feature Enhancement or Certification Description Intelligent-Offer Generation (IOG) and certification with RTD 3.0 Instructions for ACR 623

Feature Enhancement or Certification Number ACR 623

ACR 626

Integration of Mobile Sales Assistant to the Siebel On-Premise application. Instructions for ACR 626

Enhancements and Updates in Version 8.1.1.3


Table 5 lists the enhancements and updates provided in Fix Pack version 8.1.1.3.

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Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

35

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36

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Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Enhancements and Updates in 8.1.1.x Fix Packs

Table 4.

Enhancements and Updates in Version 8.1.1.3

Feature Enhancement or Certification Number ACR 426

Feature Enhancement or Certification Description Adds electronic medical device reporting to the AECM module. Instructions for ACR 426

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Table 4.

Enhancements and Updates in Version 8.1.1.3

Feature Enhancement or Certification Number ACR 463

Feature Enhancement or Certification Description 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.

Instructions for ACR 463

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Table 4.

Enhancements and Updates in Version 8.1.1.3

Feature Enhancement or Certification Number ACR 474

Feature Enhancement or Certification Description 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. Instructions for ACR 474 and ACR 508

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, assetbased recommendations, and split/merge capabilities of promotions. Instructions for ACR 500

ACR 508

Forward-ports the Order to Cash PIP to Siebel version 8.1.1 applications. Instructions for ACR 508

ACR 529 ACR 539

Provides a single-step upgrade from Siebel Business Applications to Siebel Cross-Industry Applications. 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. Instructions for ACR 539

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Table 4.

Enhancements and Updates in Version 8.1.1.3

Feature Enhancement or Certification Number ACR 562

Feature Enhancement or Certification Description 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.

Instructions for ACR 562 ACR 574 Enhances the Smart Answer Server. Instructions for ACR 574

Enhancements and Updates in Version 8.1.1.2


Table 6 lists the enhancements and updates provided in version 8.1.1.2.

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Table 5. Enhancements and Updates in Version 8.1.1.2 Feature Enhancement or Certification Number ACR 444

Feature Enhancement or Certification Description 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. Instructions for ACR 457

ACR 464

Provides support for CRM Desktop for Outlook. Instructions for ACR 464

ACR 468B

Allows Siebel Client Sync to support Lotus Notes 8.0 and Microsoft Outlook 2007 with Intellisync 7.x SDK. Instructions for ACR 468

ACR 492 ACR 494

Provides Web service access through the Mobile Web Client to other local desktop applications. Provides Event Check enhancements and BEO Report functionality for the Siebel Travel & Transportation application. Instructions for ACR 494

ACR 544

Enhances the Siebel Remote utility and allows it to be integrated with the Siebel HA Upgrade solution.

Enhancements and Updates in Version 8.1.1.1


Table 6 lists the enhancements and updates provided in version 8.1.1.1.

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Table 6. Enhancements and Updates in Version 8.1.1.1 Feature Enhancement or Certification Number ACR 432 ACR 435 Feature Enhancement or Certification Description Prevents users from opening multiple sessions on the Mobile Web Client. ACR 435 resolves the following issues with the printed version of the 5 Day Weekly HTML Calendar: ACR 437 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.

Provides the ability to expose CDI WebServices for all CRUD operations on key entities such as Account, Contact, Household, Financial Account, and so forth. Instructions for ACR 437

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Table 6. Enhancements and Updates in Version 8.1.1.1 Feature Enhancement or Certification Number ACR 439 Feature Enhancement or Certification Description 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.

Instructions for ACR 439 Instructions for ACR 439B ACR 450 ACR 450 provides the following enhancements: Menus and Packages Function Space Displays Inventory Display Enhancements Sleeping Room Mapping

Instructions for ACR 450

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Table 6. Enhancements and Updates in Version 8.1.1.1 Feature Enhancement or Certification Number ACR 452 Feature Enhancement or Certification Description 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

Instructions for ACR 452 ACR 456 Allows users to perform Assignment Manager bulk-data maintenance (CRUD on Rules, Positions, candidates and so forth) through client views and screens. Instructions for ACR 456 ACR 467 Provides Siebel Financial Services Customer Order Management for Banking functionality. Instructions for ACR 467 ACR 471 Bundles the Promotion and Product class relationship so that changing a promotion in a change order loads the default product. Instructions for ACR 471 ACR 476 Rebases Siebel Email Response support for Smart Answer support. Instructions for ACR 476 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.

Instructions for ACR 480

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Table 6. Enhancements and Updates in Version 8.1.1.1 Feature Enhancement or Certification Number ACR 481 Feature Enhancement or Certification Description 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. Instructions for ACR 488

Configuration Instructions for Enhancements and Updates


This topic contains configuration instructions for some of the enhancements and updates provided in version 8.1.1.x releases. For configuration instructions for enhancements and updates provided in the Siebel 8.1.1.5 Fix Pack, see Siebel Maintenance Release Guide, Version 8.1.1.5 on My Oracle Support (https://support.oracle.com/CSP/ui/flash.html). To access this guide, from within My Oracle Support, navigate to the Knowledge tab, and search for Article ID 880452.1. NOTE: It is only necessary to perform the configurations in the following section if you want to implement the ACRs that they are for. Perform the instructions described in the subtopics listed below after you install the current Siebel Fix Pack, as described in Siebel Fix Pack Installation Instructions on page 456. 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 46 Instructions for ACR 403 on page 47 Instructions for ACR 422 on page 51 Instructions for ACR 426 on page 72 Instructions for ACR 437 on page 95 Instructions for ACR 439 on page 96 Instructions for ACR 450 on page 101 Instructions for ACR 452 on page 101

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Instructions for ACR 456 on page 103 Instructions for ACR 457 on page 105 Instructions for ACR 463 on page 109 Instructions for ACR 464 on page 148 Instructions for ACR 467 on page 157 Instructions for ACR 468 on page 164 Instructions for ACR 471 on page 166 Instructions for ACR 474 and ACR 508 on page 166 Instructions for ACR 476 on page 286 Instructions for ACR 476 on page 286 Instructions for ACR 480 on page 291 Instructions for ACR 488 on page 302 Instructions for ACR 494 on page 302 Instructions for ACR 499 on page 302 Instructions for ACR 500 on page 328 Instructions for ACR 502 on page 355 Instructions for ACR 508 on page 367 Instructions for ACR 526 on page 373 Instructions for ACR 539 on page 373 Instructions for ACR 543 on page 425 Instructions for ACR 562 on page 401 Instructions for ACR 574 on page 447 Instructions for ACR 623 on page 453 Instructions for ACR 626 on page 453 Instructions for BI Publisher Enhancements on page 456

Instructions for ACR 358


For information about how to implement ACR 358, within My Oracle Support, navigate to the Knowledge tab, and search for Article ID 781368.1 Back to Configuration Instructions for Enhancements and Updates

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Instructions for ACR 403


Use the instructions in the following section to configure ACR 403.

Preinstallation Instructions for ACR 403


Before 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 b

Query for HQ, and select APARKER as mobile client and MOBILE CLIENT - STANDARD as routing model. 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 3

Enable Siebel Remote Component Group. 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

4 5

Verify that the authentication parameter has been configured correctly. 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

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Installation Instructions
1
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.) Verify that the following files are present under DBSRVR\ENU

seed_disconn.dat seed_disconn.inp

Verify that the following files are present under <Siebel Tools loc>\TOOLS\REPPATCH\:

discon_symbstring.sif disconnected.sif

In tools.cfg, make the following changes: SymStrPrefix = SBL_ (instead of X_) DockConnString = <Siebel Server Name>::<Synchmgr port> (For example, sdchs21n467::40400)

5 6

Log into Siebel Tools as APARKER and point to the local database. 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 8

In the Tools ODBC entry, enter the UID/PWD for the local database. (For the local database, UID/ PWD should be DBA/SIEBEL12] 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.

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

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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 b

Click the Next button in "Import Wizard - Preview". Once import is successful, the number of objects imported and updated will display. Click OK. 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: 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.)

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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 Screen


You 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 2 3 4 5 6


Connect to Siebel Tools. From the Object Explorer, expand the Application object type. Select the application in the Object Explorer, and note the project to which the application belongs. Lock the application project. From the Object Explorer, expand the Application object type. Select Screen Menu Item.

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Choose Edit, and then New Record, and use the following information to define the object properties: Property Screen Sequence Description This should be set to Search Mobile Admin View Screen. 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. This should be set to SBL_ADMINISTRATION_-_MOBILE_SEARCH.

Text - String Reference

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. Back to Configuration Instructions for Enhancements and Updates

Instructions for ACR 422


The 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 2 3 4
Navigate to Object Explorer in Siebel Tools. Navigate to View > Options, and click the Object Explorer tab. Unselect Application Object, select it again to add all of the child objects to the Object Explorer, and click OK. Click Application, and query for the Application Names listed in the following table:
New/ Changed Changed Changed Changed Application User Property AccessibilityXMLF ileName AccessibilityXMLF ileName AccessibilityXMLF ileName SIA SIF File Name Accessibility_Callce nter_SIA.sif Accessibility_eMark eting_SIA.sif Accessibility_eSale s_SIA.sif HOR SIF File Name Accessibility_Callc enter_HOR.sif Accessibility_eMa rketing_HOR.sif Accessibility_eSal es_HOR.sif

Name Siebel Universal Agent Siebel eMarketing Siebel eSales

Value Accessibility_Callce nter.xml Accessibility_eMark eting.xml Accessibility_eSales .xml

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New/ Changed Changed Changed Changed Changed

Name Siebel eService Siebel Public Sector Siebel Sales Siebel Service

Application User Property AccessibilityXMLF ileName AccessibilityXMLF ileName AccessibilityXMLF ileName AccessibilityXMLF ileName

Value Accessibility_eServi ce.xml Accessibility_Public Sector.xml Accessibility_Sales. xml Accessibility_Servic e.xml

SIA SIF File Name Accessibility_eServ ice_SIA.sif Accessibility_Public Sector_SIA.sif Accessibility_Sales _SIA.sif Accessibility_Servic e_SIA.sif

HOR SIF File Name Accessibility_eSer vice_HOR.sif Accessibility_Publi cSector_HOR.sif Accessibility_Sale s_HOR.sif Accessibility_Serv ice_HOR.sif

5 6 7 8

Click the '+' sign and select 'Application User Property'. Lock the object, right-click and select New Record. Add the User Properties listed in the preceding table. Save the changes.

Enabling Screen Readers to Read MVGs and Pick Applets for Calendar, Calculator, and MVG Use 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 2 3 4 5 6
Navigate to Object Explorer in Siebel Tools. Navigate to View > Options, and click the Object Explorer tab. Select the Symbolic Strings Object and click OK to add the Symbolic Strings object to Object Explorer. Click on Symbolic Strings and query for 'Current String Value' as 'Input'. Lock the object. Make the following changes, as detailed in the following table:
New/ Changed Changed Changed Changed HOR SIF File Name SymbolicStrings_H OR.sif SymbolicStrings_H OR.sif SymbolicStrings_H OR.sif

Project Symbolic Strings Symbolic Strings Symbolic Strings

Name SBL_CALCULATOR_IC ON_ALT_TXT SBL_CALENDAR_ICON _ALT_TXT SBL_EDIT_ICON_ALT_ TXT

Value Calculator Calendar Pick Applet

SIA SIF File Name SymbolicStrings_SI A.sif SymbolicStrings_SI A.sif SymbolicStrings_SI A.sif

For SBL_CALCULATOR_ICON_ALT_TXT, change 'Current String Value' to 'Calculator'.

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b c d e f

For SBL_CALENDAR_ICON_ALT_TXT, change 'Current String Value' to 'Calendar'. Save the changes. In Symbolic Strings, query for 'Current String Value' as 'Select'. For SBL_EDIT_ICON_ALT_TXT, change 'Current String Value' from Select to 'Pick Applet'. Save the changes.

To enable screen readers to read out the MVG and Pick Applet for Calendar, Calculator, and MVG (Bitmaps) 1 2 3 4 5
Navigate to Object Explorer in Siebel Tools. Click on Bitmap Category and query for 'HTML Control Icons'. Lock the HTML Control Icons object. Navigate to Bitmap (child object) and query for 'CALENDAR_ ICON' and CALCULATOR_ICON. Change the 'Alt Text' value to 'Calendar' and 'Calculator' respectively, as shown in the following table:
New / Changed Changed Bitmap Category HTML Control Icons HTML Control Icons HTML Control Icons Alt Text Value Calendar SIA SIF File Name HTMLControlIcon s_SIA.sif HOR SIF File Name HTMLControlIcon s_HOR.sif

Bitmap CALENDAR_ ICON

Description Change the Alt text from "Input" to Calendar. Change the Alt text from "Input" to Calculator. Change the Alt text from "Select" to Pick Applet.

Changed

CALCULATOR_ICON

Calculator

HTMLControlIcon s_SIA.sif

HTMLControlIcon s_HOR.sif

Changed

ICON_SELECT

Pick Applet

HTMLControlIcon s_SIA.sif

HTMLControlIcon s_HOR.sif

6 7 8

Save the changes. In HTML Control Icons query for ' EDIT_ICON' and change the Alt Value to 'Pick Applet', as shown in the preceding table. Save the changes.

Creating Keyboard Shortcuts for Navigation Use the following procedures to provide shortcut keys for navigation.

To provide shortcut keys for navigation (symbolic strings) 1 2


Navigate to Object Explorer in Siebel Tools. Navigate to View > Options, and click the Object Explorer tab.

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3 4 5 6

Select Symbolic Strings Object and click OK to add the Symbolic Strings object to Object Explorer. Lock the 'Symbolic Strings' project. Right-click and click New Record. Add the new records listed in the following table:
New/ Changed New New New New New New New New Current String Value Ctrl + Alt + ] Ctrl + Alt + [ Ctrl+Shift+B Ctrl+, Ctrl+. ALT+G ALT+U ALT+W

Project Symbolic Strings Symbolic Strings Symbolic Strings Symbolic Strings Symbolic Strings Symbolic Strings Symbolic Strings Symbolic Strings

Name SBL_CTRL_+_ALT_+_] SBL_CTRL_+_ALT_+_[ SBL_CTRL+SHIFT+B SBL_CTRL+, SBL_CTRL+. SBL_ALT_G SBL_ALT_U SBL_ALT_W

SIA SIF File Name SymbolicStrings_SIA.sif SymbolicStrings_SIA.sif symstr_columnsdisplay ed_SIA.sif SymbolicStrings_SIA.sif SymbolicStrings_SIA.sif SymbolicStrings_SIA.sif SymbolicStrings_SIA.sif SymbolicStrings_SIA.sif

HOR SIF File Name SymbolicStrings_HOR.sif SymbolicStrings_HOR.sif symstr_columnsdisplaye d_HOR.sif SymbolicStrings_HOR.sif SymbolicStrings_HOR.sif SymbolicStrings_HOR.sif SymbolicStrings_HOR.sif SymbolicStrings_HOR.sif

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.

Table 7.
Command NextApplet

Keyboard Shortcuts
Action Next Applet Accelerator Ctrl + Alt + ] Key Sequence Ctrl+Alt+221 Description Shifts focus to the first anchor of the next applet Shifts focus to the first anchor of the previous applet N/A N/A N/A SIA SIF File Name CmdNextApplet_SIA.sif

PrevApplet

Previous Applet N/A N/A N/A

Ctrl + Alt + [

Ctrl+Alt+219

CmdPreviousApplet_SIA.sif

Refine Query (SWE) First Page (SWE) Last Page (SWE)

Alt+G Alt+U Alt+W

Alt+G Alt+U Alt+W

CmdRefineQuery_SIA.sif CmdFirstPageSWE_SIA.sif CmdLastPageSWE_SIA.sif

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Table 7.
Command

Keyboard Shortcuts
Action N/A Next Applet Accelerator Ctrl+Shift+B Ctrl + Alt + ] Key Sequence Ctrl+Shift+B Ctrl+Alt+221 Description N/A Shifts focus to the first anchor of the next applet SIA SIF File Name CmdColumnsDisplayed_SIA.sif CmdNextApplet_SIA.sif

Columns Displayed (SWE) NextApplet

Creating Keyboard Shortcuts for Commands Use the following procedures to provide keyboard shortcuts for commands.

To provide a keyboard shortcut for the NextApplet command 1 2 3 4 5 6 7 8


Navigate to Object Explorer in Siebel Tools. Navigate to View > Options, and click the Object Explorer tab. Select the 'Command' object and click OK to add the Command Strings object to Object Explorer. Click the Command object on Object Explorer and query for the 'NextApplet' command. Lock the object. Click the '+' sign in Object Explorer and choose 'Accelerator'. In 'Display Name - String Reference', provide the newly created Symbolic String or in 'Display Name' provide 'Ctrl + Alt + ]'. In the 'Key Sequence' field, change the value to 'Ctrl+Alt+221'.

To provide a keyboard shortcut for the PrevApplet command 1 2 3 4 5


Click the Command object on Object Explorer and query for the PrevApplet command. Lock the object. Click the '+' sign in Object Explorer and choose 'Accelerator'. In the Display Name - String Reference' field, enter the newly created Symbolic String or in the Display Name field, enter 'Ctrl + Alt + ['. In the 'Key Sequence' field, change the value to 'Ctrl+Alt+219'.

To provide a keyboard shortcut for the RefineQuery[SWE] command 1 2 3 4 5


Click the Command object in Object Explorer and query for the Refine Query[SWE] command. Lock the object. Click the '+' sign in Object Explorer and choose 'Accelerator'. Copy the Record Name '2'. Name the New Record '3'. In the Display Name field, enter 'Alt+G'.

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In the Key Sequence field, change the value to 'Alt+G'.

To provide a keyboard shortcut for the FirstPage command 1 2 3 4 5 6


Click on Command object in Object Explorer and query for the First Page (SWE) command. Lock the object. Click the '+' sign in Object Explorer and choose 'Accelerator'. Copy the Record Name '2'. Name the New Record '3'. In the Display Name field, enter 'Alt+U'. In the Key Sequence field, change the value to 'Alt+U'.

To provide a keyboard shortcut for the LastPage (SWE) command 1 2 3 4 5 6


Click on Command object in Object Explorer and query for 'Last Page (SWE)' Command. Lock the object. Click on '+' sign in Object Explorer and choose 'Accelerator'. Copy the Record Name '2'. Name the New Record '3' In the Display Name field, enter 'Alt+W'. In the Key Sequence field, change the value to 'Alt+W'.

To provide a keyboard shortcut for the Columns Displayed (SWE) command 1 2 3 4 5 6


Click on Command object on Object Explorer and query for 'Columns Displayed (SWE)' Command. Lock the object. Click on '+' sign in Object Explorer and choose 'Accelerator'. Copy the Record Name '1'. Name the New Record '2' In the Display Name field, enter 'Ctrl+Shift+B'. In the Key Sequence field, change the value to 'Ctrl+Shift+B'.

To provide a keyboard shortcut for the Previous Record (SWE) command 1 2 3 4 5 6


Click on Command object on Object Explorer and query for 'Previous Record (SWE)' Command. Lock the object. Click on '+' sign in Object Explorer and choose 'Accelerator'. Copy the Record Name '2'. Name the New Record '3'. In Display Name field, enter 'Ctrl+,'. 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 2 3 4 5 6


Click on Command object on Object Explorer and query for 'Next Record (SWE)' Command. Lock the object. Click on '+' sign in Object Explorer and choose 'Accelerator'. Copy the Record Name '2'. Name the New Record '3'. In the Display Name field, enter 'Ctrl+.' In the Key Sequence field, change the value to 'Ctrl+.'

Providing Default Focus for Search Center The 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 2 3 4 5


Navigate to Object Explorer in Siebel Tools. Navigate to Applet. Query for "Search lookin" and lock it. Enter "Search" in the Title field. Make sure that the proper Symbolic String has been selected.
New / Changed Changed

Applet Name Search lookin

Title Search

Description Provides a title to the applet for screen readers to read out.

SIA SIF File Name AppletSearchlookin_SIA.sif

HOR SIF File Name AppletSearchlookin_HOR.sif

To add the DefaultFocus User Property 1 2 3 4


Navigate to Object Explorer in Siebel Tools. Navigate to Applet. Query for "Search lookin". Navigate to Applet User Property.

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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.
New / Changed Changed Applet User Property DefaultFocus SIA SIF File Name AppletSearchlo okin_SIA.sif

Applet Name Search lookin

Value SearchFor

Description Added the user property to set the default focus

HOR SIF File Name AppletSearchlookin_H OR.sif

Creating the View Info Command The following procedure explains how to create the View Info command.

To create the View Info command 1 2 3


Navigate to Object Explorer in Siebel Tools. Navigate to Command and lock the "Command" project. 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"


Key Sequence Ctrl + Alt +Z SIA SIF File Name CmdViewInf o_SIA.sif HOR SIF File Name CmdViewInf o_HOR.sif

Command View Info

Project Command

Action ViewInfo

Accelerator Ctrl + Alt + Z

Description A new shortcut key that generates a dialog box that contains ViewName, View Summary and Applet Names N/A

Sub-View Tab (SWE SI)

SWE

N/A

Ctrl + Alt + V

Ctrl +Alt +V

CmdSubVie wTab_SIA.si f

CmdSubVie wTab_HOR.s if

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"

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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 6 7

Add a new Symbolic String if required. Add the required Key Combination. 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"

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 HTML The 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 66.

To enable screen readers to read out the check box "HTML Flag" as HTML 1 2 3 4
Open Siebel Tools, and navigate to applet "Comm Package Response Form Applet". Right-click, and select the "Edit web layout" menu item. Focus on the HTML template check box Change the control name from "Public" to "HTML Flag".

Resolving an Error Generated When Creating New Records Within the Leads Screen Use 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 66.

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 3 4 5 6

Lock the object. Navigate to Applet Web Template. Add one more Web Template Item for Base. Navigate to the "PUB Leads List Applet" applet and lock it. 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 Users The 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 66.

1 2 3

Add a symbolic string called SBL_ACCESSIBILITY. Add a web page item called AccessibilityButton in the Web Page: DotCom Page Container eService (Framed), locking the project "eApp". Add another web page item called AccessibilityButton in the Web Page: CC Login Page (Login Only).

Generating HTML Summary Attributes for All List Applets The 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 NOTE: The tables that follow this procedure provide more information about the fields that you are changing.

To provide key combinations for Next Record and Previous Record 1 2 3 4 5 6 7 8 9


Navigate to Object Explorer in Siebel Tools. Navigate to View > Options, and click the Object Explorer tab. Select the 'Command' object and click OK to add the Command Strings object to Object Explorer. Within Object Explorer, click the Command object and query for 'Previous Record(SWE)' Command. Lock the object. Click the '+' sign in Object Explorer and choose 'Accelerator'. Change the 'Display Name' from 'Ctrl+,' to 'Alt+,' In the 'Key Sequence' field, change the value to Alt+0xBC. 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.
Current String Value Alt+, Alt+.

New/ Changed New New

Project Symbolic Strings Symbolic Strings

Name SBL_ALT+, SBL_ALTL+.

HOR SIF File Name symbolistring_Next_Prev_H OR.sif symbolistring_Next_Prev_H OR.sif

SIA SIF File Name symbolistring_Next_Prev_S IA.sif symbolistring_Next_Prev_S IA.sif

Command Next Record(SWE) Previous Record(SWE)

Project Command Command

Accelerator Alt +. Alt +,

Key Sequence Alt+0xBE Alt+0xBC

SIA SIF File Name Next_Prev_SIA.sif Next_Prev_HOR.sif

HOR SIF File Name Next_Prev_HOR.sif Next_Prev_HOR.sif

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Providing Alt Text for Bullets


In 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 66.
New/ Changed Changed Current String Value <IMG SRC="images/ orange_bullet.gif" align="right" border="0" alt="" >

Project Symbolic Strings

Name SBL__IMG_SRC__IMAGES/ CHEVRON_SM.GIF__ALIGN __RIGHT__BORDER__0

HOR SIF File Name orangebullet_HOR.sif

SIA SIF File Name orangebullet_SIA.sif

Enabling or Disabling the Confirmation Message on Page Refresh The 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 66.

New/Changed New

Project Symbolic Strings

Value Accessibility

Description Create a new Symbolic String for Accessibility Project for the "Confirmation Message" User Preference Create a new string for the Control

New

Symbolic Strings

Confirmation Message

To enable or disable the confirmation message upon page refresh 1 2


Log into the application using /editseeddata (for Siebel Developer Web Client) for the local database or dedicated database (for the master database, the Add button is enabled by default). Navigate to Administration - Data > List Of Values Explorer, and add the new LOV types mentioned in the following table:
Language Independent Code TRUE FALSE

Type SWE_CONFIRMATION _MESSAGE SWE_CONFIRMATION _MESSAGE

Display Value TRUE FALSE

Translate Yes Yes

Multilingual Yes Yes

Order 1 2

Language Name English-American N/A

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After you have added these changes, navigate to Screen > System Administration > List Of Values to view these changes in the repository.

New/ Changed New

Name Confirmation Message Picklist

Project User Preference

Business Component PickList Generic

Static Yes

Type Field Type

Type Value SWE_CONFIRM_MESSAGE

The following changes have been made to the User Preferences Business Component.
Name SWE/Confirmation Message PickList Confirmation Message Picklist Predefault Value TRUE Type DTYPE_TEXT

The following table describes the new User Profile Confirmation Message Parameter Applet that has been added to support ACR 422.
New/ Changed New Business Component User Preferences

Name User Profile Confirmation Message Parameter Applet

Project User Preferences

Class CSSFrameBase

Title Accessibility

The following table describes the applet controls changes that have been implemented to support ACR 422.
Name Applet Title ConfirmMssg Caption Accessibility Confirmation Message Go Query Query Assistant Reset Save Cancel Accessibility Field N/A SWE/ Confirmation Message N/A N/A N/A N/A N/A N/A N/A HTML Type Text Text Method Invoked N/A N/A Runtime N/A Yes Field Type N/A BC Field

ExecuteQuery NewQuery QueryAssistan t ResetRecord SaveEditRecor d UndoQuery WebEditTitle

MiniButtonQuery MiniButtonEdit MiniButtonQuery MiniButton MiniButtonEditNe w MiniButtonQuery Label

ExecuteQuery NewQuery ShowQueryAssistant ResetRecord ExplicitWriteRecord UndoQuery N/A

N/A N/A N/A N/A N/A N/A N/A

N/A N/A N/A N/A 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.
Visibility Applet Type User Profile Confirmation Message Parameter Applet

New/Changed New

Name User Profile Confirmation Message Parameter View

Project User Preferences

Business Object User Preferences

The following table describes the User Profile screen changes that have been added to support ACR 422.
New/Changed New Name User Profile Confirmation Message Parameter View View User Profile Confirmation Message Parameter View Type Aggregate View Visibility Applet Type User Profile Confirmation Message Parameter Applet

Resolving an Error Message Within Under Diseases > Cases 3LNV Users 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 2


Add the 'Edit' template to 'PUB Disease Case List Applet'. 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. Web Template Edit

New/Changed New

Name PUB Disease Case List Applet

Project PUB HLS Bio Terrorism

SIF File Disease_Case_SIA.sif

Resolving an Error Where Commands Are Executed Before Users Click Enter Users 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 2
Navigate to Object Explorer in Siebel Tools. Navigate to View > Options, and click the Object Explorer tab.

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3 4 5 6

Select the Symbolic Strings Object and click OK to add the Symbolic Strings object to Object Explorer. Lock the 'Symbolic Strings' project. Right-click and select 'New Record'. Add the new records mentioned in the following table. New/Changed New New Project Symbolic Strings Symbolic Strings Name SBL_ALT+CTRL+Y SBL_ALT+CTRL+L Value Alt+Ctrl+Y Alt+Ctrl+L

To implement the NextPage and PreviousPage commands 1 2 3 4 5 6 7 8


Navigate to Object Explorer in Siebel Tools. Navigate to View > Options, and click the Object Explorer tab. Select the 'Command' object and click OK to add the Command Strings object to Object Explorer. Within Object Explorer, click the Command object and query for the 'NextPage' command. Lock the object. Within Object Explorer, click the '+' sign and choose 'Accelerator'. For 'Browser Platform' - Extended, in 'Display Name - String Reference', provide the newly created Symbolic String or in 'Display Name' provide 'SBL_ALT+CTRL+DOWN'. In the 'Key Sequence' field, change the value to 'Alt+Ctrl+Y', as shown in the following table:
Command NextPage PreviousPage Action Next Page Previous Page Accelerator Alt + Ctrl + Y Alt + Ctrl + L Key Sequence Alt+Ctrl+Y Alt+Ctrl+L Description Navigate to the Next Page Navigate to the Previous Page

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'.

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Resolving an Error Encountered While Creating a New Record in the Identities Form Applet The 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 66. 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 Information The 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 66. Add 'Popup Query' template to the 'PUB Evidence Pick Applet' with appropriate controls [ExecuteQuery and CancelQuery] placed on it.

Importing SIF Files The following procedure describes how to import .sif files.

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To import SIF files 1 2 3 4


Lock the particular object /project that needs to be changed. Navigate to Tools > Import from Archive and select the related .sif file Click OK, and follow the instructions in the wizard to implement the changes. 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 Applets
The 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 Changes The 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 2 3 4 5 6


Lock the (Table Common) project by navigating to the Project Tab and checking the "Locked" check box. Import the Table archive file "Accessibility_Table.sif" table archive file. 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? Select the "Accessibility_Table.sif" file. Select the first option "Overwrite the object definition in the repository" in the Conflict resolution section of the import wizard view. 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 DDL The procedure in the following section describes how to apply the DDL.

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To apply the DDL 1 2 3 4 5


Select the table or tables you want to apply to the physical database and press Apply/DDL button (option > Apply). For a single table, select the current row option in Tables (Apply Schema Window). For more than one table, select the Choose Current Query option. For the Accessibility project, select the S_ACC_VIEW_APPL table and current row option. Make the following changes depending upon which database you are using:

a b c 6 7

For MSSQL, enter the database users, the database user password, and the correct ODBC data source. For Oracle, enter the table space, the index space, the database user, the database user password, and the correct ODBC data source. 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.

After entering in the database information, click the Apply button. 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 Data The procedure in the following section describes how to import seed data.

To import seed data 1 2


Copy dat files into a work-area folder. 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

3 4

When prompted for the table name, enter S_ACC_VIEW_APPL. Check the log files for any errors, and check S_ACC_VIEW_APPL for the data imported.

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Importing the Accessibility Project SIF Files The following section describes how to import the Accessibility Project .sif files.

To import the .sif files provided for ACR 422 1 2 3


Create the Accessibility project and import the .sif. Import AccProject.sif. For a list of files that this .sif contains, see Changes to SIF Files in ACR 422 on page 71. 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 71.

Add the following new LOV types and values: Type ACC_ATTRIB_TYPE ACC_ATTRIB_TYPE ACC_LOCALE Value Summary Label ENU

Add the following views to the application and associate responsibility:


Accessibility Applet Attributes View Accessibility View Attributes View

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). Open a command line window and navigate to the folder where the three scripts reside (genAccessibilityXML.pl, app_tree.pl, sqlstmt.pl). Execute the script with the following command:

a b

For all databases, change Oracle in DBI->Connect( ) in app_tree.pl and genAccessibilityXML.pl to ODBC.

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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>

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 Applets


You 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 121Q6XXPY, and CR 12-1Q6XXOX. For both of these applets, use the following procedure:

1 2 3 4 5 6 7

Right-click, and select Applet > Edit Web Layout. In the Controls/Column Pane, select EditList. Uncheck the Show mapped controls only check box. Drag and drop the Position on Row control. Edit the Position on Row controls properties by entering ROW_OFF for HTML Bitmap and ROW_ON for HTML Disabled Bitmap. Save the applet. Drag and drop the GotoPreviousSet and GotoNextSet controls to their respective placeholders, and edit the properties using the values in the following table:

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Control GotoPreviousSet GotoPreviousSet GotoNextSet GotoNextSet

Property HTMLBitmap HTML Disabled Bitmap HTML Bitmap HTML Disabled Bitmap

Value RECNAV_PREVSET_ON RECNAV_PREVSET_OFF RECNAV_PREVSET_ON RECNAV_PREVSET_OFF

8 9

Save the applet. 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 422


This 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 Accessibility Locale PickList

Symbolic Strings:

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Accessibility Applet Attributes Attribute Type View Attributes

AdminScreen.sif The AdminScreen.sif file contains the following changes: Accessibility Attributes (new category) Accessibility Applet Attributes View (new view) Accessibility View Attributes View (new view)

Back to Configuration Instructions for Enhancements and Updates

Instructions for ACR 426


This topic contains information about how to configure and install ACR 426.

Preinstallation Instructions for ACR 426


Before you begin your installation, change a parameter in tools.cfg file within Siebel Tools (Original: SymStrPrefix = X_) to SymStrPrefix = SBL_

Repository Configurations
1 2
Navigate to REPPATCH\ ACR426RepSeedFiles_v8113.zip and unzip to any location accessible by Siebel Tools. 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 EIM ProductComplaints

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Applying Schema Changes


As 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 2 3 4 5


Lock the Table ProductComplaints table. 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. The tables have to be in the repository before creating this on the physical database. Within Siebel Tools and query for the list of tables that were imported into the repository. Click the Apply/DLL button to apply the changes to the physical database.

Applying EIM Changes


As 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 2 3 4


Lock the EIM ProductComplaints project. 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. Within Siebel tools, query for the list of tables that were imported into the repository. Click the Apply/DLL button to apply the changes to the physical database.

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Use the following procedure to import all of the SIF files. NOTE: Use the following 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.

To import all of the SIF files 1 2 3 4 5


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. Create a log folder in Unziplocation\ACR426\REPOSITORY. Run the import.bat file to import. Check the logs to see if all of the files imported successfully, and reimport all of the objects that did not import successfully. 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

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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 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

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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

Manually add the following symbolic strings: Screen View New/ Modified? New New New New New New New New New New New New New New Name SBL_LS_BATCH_# SBL_LS_BATCH_AUDIT SBL_LS_BATCH_DETAILS SBL_LS_EMDR SBL_LS_EMDR_BATCH SBL_LS_EMDR_QUEUE SBL_LS_EMDR_STATUS SBL_LS_EMDR_SUB_STATUS SBL_LS_FDA_STATUS SBL_LS_INDIVIDUAL_TRANSMIT SBL_LS_NOT_SELECTED SBL_LS_REPORT_ATTACHMENTS SBL_LS_REPORT_AUDIT SBL_LS_TRANSMIT Current String Value Batch # Batch Audit Batch Details eMDR eMDR Batch eMDR Queue Transmission Status eMDR Status FDA Status Individual Transmit Not Selected Report Attachments Report Audit Transmit Definition Batch # Batch Audit Batch Details EMDR eMDR Batch eMDR Queue Transmission Status eMDR Status FDA Status Individual Transmit Not Selected Report Attachments Report Audit Transmit

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Do manual configuration for the existing "LS Medical Product Issue RR" Business Component:
Single Value Fields New/Needs Modification? New Name Area LIC Join Column Calculate d Value LookupNa me("SR_A REA", [Area]) IIf (Count(At tachment) > 0, 1, 0) BATCH_I D eMDR Batch BATCH_ NUMBER Type DTYPE_TEXT Immediate Post PickList Validation No Copy

New

Attach

DTYPE_BOOL

New New

Batch Id Batch Number

DTYPE_ID DTYPE_TEXT Y LS Medical Picklist Product Issue eMDR Batch RR LS Medical Picklist Product Issue eMDR Acknowled gement RR >0 Y

New

FDA Acknowl edgeme nt

FDA_AC KNOWLE DGE_CD

DTYPE_TEXT

Modify Modify

Device Age FollowUp Number FollowUp Number Read Only IIF ([Sub Report Type] = LookupVal ue("LS_M ED_CMPL NT_SUB_ REPORT_T YPE","Foll ow-up"), "N", "Y") IIf ([Batch Number] IS NULL, 1, 0) DTYPE_BOOL

New

New

Individu al Transmit Parent Product Issue Report Num Patient Sex LIC

DTYPE_BOOL

Modify

New

LookupNa me("FIN_ GENDER", [Patient Sex])

DTYPE_TEXT

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Single Value Fields New/Needs Modification? New Name Reopen Flag Join Column Calculate d Value [Status]= LookupVal ue("LS_M ED_PI_ST ATUS_TYP E","Closed ") OR [Status]= LookupVal ue("LS_M ED_PI_ST ATUS_TYP E","Revie w Complete" ) Type DTYPE_TEXT Immediate Post PickList Validation No Copy

Modify Modify

Report Number Sub Report Type Type of Report Followup Flag Urgency Flag IIF ( [eMDR Status] = 'Transmitt ed' AND [eMDR SubStatus ] <> 'Rejected' , Green, IIF( (Today() + SystemPr eference(" eMDR Deadline Threshold Value")) < [Report Deadline Date], Yellow, Red)) EMDR_S TATUS_C D DTYPE_TEXT Y

Modify

New

New

eMDR Status

DTYPE_TEXT

LS Medical Picklist Product Issue eMDR Status RR LS Medical Picklist Product Issue eMDR SubStatus RR

New

eMDR SubStat us

EMDR_S UB_STAT US_CD

DTYPE_TEXT

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Pick Maps for the Batch Number Field New/Modified? New New Field Batch Id Batch Number Picklist Field Id Batch Number

Pick Maps for the FDA Acknowledgement Field New/Modified? New Field FDA Acknowledgement Picklist Field Value

Pick Maps for the eMDR Status Field New/Modified? New Field eMDR Status Picklist Field Value

Pick Maps for the eMDR Substatus Field New/Modified? New Field eMDR SubStatus Picklist Field Value

Join New/Needs Modification? New Table S_EMDR_BATCH Alias eMDR Batch Outer Join Flag Yes

Join Specification for 'eMDR Batch' New/Needs Modification? New Name Join Source Field Batch Id Destination Column ROW_ID

Multi Value Link New/Needs Modification? New Destination Business Component LS Medical Product Issue Attachment Use Primary Join Y

Name Attachment

Auto Primary Default

Destination Link LS Medical Product Issue RR/ LS Medical Product Issue Attachment

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Business Component User Properties New/ Modified? New New Name Field Read Only Field: Follow-Up Number Named Method 8 Value Follow-Up Number Read Only "EscalatePIToeMDRQueue", "SET", "RR Sub-Status", "LookupValue('LS_MED_RR_STATUS_CD', 'eMDR') "Transmit", "INVOKESVC", "LS Medical Product Issue RR", "Workflow Process Manager", "RunProcess", "'ProcessName'", "LS CRMIntegSEBLSIAProductIssueInsertOutbo undFlow", "'RowId'", "[Id] "Transmit", "SET", "eMDR Status", "LookupValue('LS_MED_RR_TRANS_STATU S', 'TRANSMITTED') "Transmit", "SET", "eMDR SubStatus", "LookupValue('LS_MED_RR_TRANS_SUB_S TATUS', 'NO RESPONSE') "UpdateeMDRStatus", "SET", "eMDR Status", "LookupValue('LS_MED_RR_TRANS_STATU S', 'TRANSMITTED') "UpdateeMDRStatus", "SET", "eMDR SubStatus", "LookupValue('LS_MED_RR_TRANS_SUB_S TATUS', 'NO RESPONSE') "EscalatePIToeMDRQueue", "SET", "eMDR Status", "IIf ([eMDR Status] IS NULL, LookupValue('LS_MED_RR_TRANS_STATUS ', 'NOT TRANSMITTED'), [eMDR Status]) "EscalatePIToeMDRQueue", "SET", "eMDR SubStatus", "IIf ([eMDR SubStatus] IS NULL, LookupValue('LS_MED_RR_TRANS_SUB_S TATUS', 'WORK IN PROGRESS'), [eMDR SubStatus]) Inactive N "N

New

Named Method 9

"N

New

Named Method 10

"N

New

Named Method 11

"N

New

Named Method 12

"N

New

Named Method 13

"N

New

Named Method 14

"N

New

Named Method 15

"N

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Business Component User Properties New/ Modified? New New New Name Named Method 16 Named Method 17 On Field Update Set 3 Value "Transmit", "SET", "FDA Acknowledgement", "UpdateeMDRStatus", "SET", "FDA Acknowledgement", "Sub Report Type", "Follow-Up Number Read Only", "IIF ([Sub Report Type] = LookupValue(""LS_MED_CMPLNT_SUB_REP ORT_TYPE"",""Follow-up""), ""N"", ""Y"") "Sub Report Type", "Follow-Up Number", "IIF ([Sub Report Type] = LookupValue(""LS_MED_CMPLNT_SUB_REP ORT_TYPE"",""Initial""), """", [Follow-Up Number]) "Type of Report - Follow-up Flag", "Sub Report Type", "IIF ([Type of Report - Followup Flag]='Y', LookupValue('LS_MED_CMPLNT_SUB_REP ORT_TYPE','Follow-up'), LookupValue('LS_MED_CMPLNT_SUB_REP ORT_TYPE','Initial')) "eMDR Status", "eMDR SubStatus", "FDA Acknowledgement", "RR Status", "Submitted Inactive """"N """"N "N

New

On Field Update Set 4

"N

New

On Field Update Set 5

"N

New New New Modify

Status Locked Field 6 Status Locked Field 7 Status Locked Field 8 Status Locked Field 2

""N ""N ""N "N

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Perform manual configuration for the "LS Medical Product Issue" Business Component:
Single Value Fields New/ Needs Modific ation? New Calcul ated Value Lookup Name(" SR_ARE A", [Area])

Name Area LIC

Join

Column

Type DTYPE_TEXT

Immediate Post

PickList

Validati on

No Copy

Modify

FDA Reporta ble Patient Sex LIC Lookup Name(" FIN_GE NDER", [Patient Sex]) Lookup Name(" SR_ARE A", [SubArea]) DTYPE_TEXT

New

New

SubArea LIC

DTYPE_TEXT

Perform manual configuration for the existing "Contact" Business Component.


Single Value Fields New/ Needs Modificat ion? New Imm edia te Post

Name Country LIC

Joi n

Colu mn

Calculated Value LookupName( "COUNTRY",[ Country])

Type DTYPE_ TEXT

PickList

Validation

No Copy

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Perform manual configuration for the existing "LS Medical Product Issue RR" Business Object: Business Object Component New/Modified? New New Business Component Contact LS Medical Product Issue RR eMDR Batch Link LS Medical Product Issue RR/ Contact LS Medical Product Issue RR/ LS Medical Product Issue RR eMDR Batch

Perform manual configuration for the existing "Audit Trail Engine" Business Service: Business Service User Props New/Needs Modification? Modify Name Enable Value TRUE Comment 12-CBU9V3: turned OFF on default for performance reasons

Perform manual configuration for the existing "Field Value Icons" Bitmap Category: Bitmaps New/Modified? New Name uncheck.gif FileName uncheck.gif Alt Text String Reference SBL_LS_NOT_SE LECTED Alt Text Not Selected

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Perform manual configuration for the existing "LS Medical Product Issue RR Form Applet" Applet:
Control New/ Modified? New/Modify New Name Name eMDRQueue Caption Caption eMDR Queue Caption String Caption String SBL_LS_EMDR_ QUEUE HTML Type HTML Type MiniButtonEditN ew HTML Only HTML Only Y Method Invoked EscalatePIToeM DRQueue

Applet Web Template (Existing and Modify) Modify

Name Edit

Type Edit

Web Template Applet Form Grid Layout

Applet Web Template Items New/Needs Modification? New Name eMDRQueue Control eMDRQueue Comments In Edit Web Layout, drag and drop this control from Controls/ Columns onto the layout

Applet User Properties New/Needs Modification New Name CanInvokeMethod: EscalatePIToeMDRQueue Value ([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 New Display Name String Reference SBL_LS_FDA_ST ATUS SBL_FLAG100422490205I SBL_LS_EMDR_ STATUS SBL_LS_EMDR_ SUB_STATUS Y Y

Name FDA Status

Field FDA Acknowledgeme nt Urgency Flag

Read Only Y

HTML Icon Map

New

Flag

LS_URGENCY_FLAG

New New

eMDR Status eMDR SubStatus

eMDR Status eMDR SubStatus

Applet Web Template (Existing and Modify) New/Modify Modify Name Edit List Type Edit List Web Template Applet List (Base/ EditList)

Applet Web Template Items New/Modify New Name FDA Status Fields FDA Status Comments In Edit Web Layout, drag and drop this List Column from Controls/Columns onto the layout In Edit Web Layout, drag and drop this List Column from Controls/Columns onto the layout

New

Flag

Flag

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Applet Web Template Items New/Modify New Name eMDR Status Fields eMDR Status Comments In Edit Web Layout, drag and drop this List Column from Controls/Columns onto the layout In Edit Web Layout, drag and drop this List Column from Controls/Columns onto the layout

New

eMDR SubStatus

eMDR SubStatus

11 Perform manual configuration for the existing "LS Medical Product Issues RR Screen" Screen:
Screen View New/ Needs Modificat ion? New View Bar Text String Reference SBL_LS_BATCH_ AUDIT

Name LS Medical My Product Issues RR eMDR Batch Audit View

Category Name

View LS Medical My Produc t Issues RR eMDR Batch Audit View LS Medical My Produc t Issues RR eMDR Batch Details View

Type Detail View

Parent Category eMDR Batch

Menu Text String Reference SBL_LS_BATCH_AUDIT

New

LS Medical My Product Issues RR eMDR Batch Details View

Detail View

eMDR Batch

SBL_LS_BATCH_ DETAILS

SBL_LS_BATCH_DETAIL S

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Screen View New/ Needs Modificat ion? New View Bar Text String Reference SBL_LS_REPORT _ATTACHMENTS

Name LS Medical My Product Issues RR eMDR Report Attachme nt View

Category Name

View LS Medical My Produc t Issues RR eMDR Report Attach ment View

Type Detail View

Parent Category eMDR

Menu Text String Reference SBL_LS_REPORT_ATTAC HMENTS

New New

eMDR eMDR Batch

eMDR eMDR Batch

Aggregate Category Aggregate Category

SBL_LS_EMDR SBL_LS_EMDR_B ATCH

SBL_LS_EMDR SBL_LS_EMDR_BATCH

12 In Siebel Tools, compile all of the locked and updated projects.

Importing Seed Data


1
Create an ODBC entry for the database where you plan to import the seed data:

a b c d e f 2

Navigate to Start > Settings > Control Panel > Administrative Tools> Data Sources (ODBC), navigate to the System DSN tab, and click Add. Select the "Siebel Oracle90" driver (from Datadirect Technologies). Enter a data source name (such as DevelopmentDB) Enter the server name to connect to: For Oracle, enter the TNS service name that you created to connect Siebel Tools to the database. Test your connection and click OK when tested successfully.

Before executing the next step, make sure that the dataimp.exe file exists in the <Tools Install Directory>/bin directory.

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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)

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.

Use the following procedure to import ENU language seed data:

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 6

Review the <Tools Install Directory>\temp\dataimp_seed.log file to make sure import completed successfully

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

b c 7

<Tools Install Directory> - Replace with your Siebel Tools install directory <ODBC Source Name> - Replace with the relevant ODBC name

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 Definitions


Use the following procedure to import Web services definitions.

To import Web services definitions 1 2 3


Log into the Siebel application. Navigate to the Administration - Web Services > Outbound Web Services view. Import the LSeMDRTransmitFDA.XML file. (This file is located in \ApplicationChanges\WebServices folder within the extracted zip file.) XML File to Import LSeMDRTransmitFDS.xml Web Service Name LSeMDRTransmitFDA Direction Outbound

4 5

Query for the LSeMDRTransmitFDA Web service. 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. Log into the Siebel application. Navigate to the Administration - Web Services > Inbound Web Services view. Import the LSUpdateeMDRProductIssueStatus.XML file. (The file is located in the \ApplicationChanges\WebServices folder within the extracted zip file.) XML File to Import LSUpdateeMDRProductIssueStatus.XML Web Service Name LSUpdateeMDRProductIssueStatus Direction Inbound

6 7 8

Query for the LSUpdateeMDRProductIssueStatus Web service. 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

10 On the Service Ports applet, update the address to point to your Siebel server location. By

Importing Workflow Definitions


Use the following procedure to import workflow definitions.

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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 3 4

From Object Explorer, navigate to Workflow Process. From the list applet, right-click and choose Import Workflow Process. Browse to Unziplocation\ACR426\REPOSITORY\Workflows, and choose LS CRMIntegSEBLSIAProductIssueInsertOutboundFlow.xml. XML File to Import LS CRMIntegSEBLSIAProductIssueInsertOut boundFlow.xml LS Siebel PI eMDR Batch.xml Workflow Name LS CRMIntegSEBLSIAProductIssueInsertO utboundFlow LS Siebel PI eMDR Batch Project LS eMDR

LS eMDR

5 6 7

After import, query for the LS CRMIntegSEBLSIAProductIssueInsertOutboundFlow workflow process. 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. Repeat the preceding steps for the LS Siebel PI eMDR Batch workflow.

Activating Workflow Definitions


Use the following procedure to activate workflow definitions.

To activate workflow definitions 1 2 3


Log into the Siebel application. Navigate to the Administration - Business Process > Workflow Deployment view. 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 Preferences


Use the following procedure to add system preferences.

To add system preferences 1 2


In the Site Map, navigate to Application Administration > System Preferences. Create a new record with the following details:

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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.

To enable Component Groups


Make sure that EAI Component Group is enabled. If it is not, enable it and bounce the Siebel Server.

BPEL (Middle Tier) Setup


The procedures in the following topic 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 Software


Use 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 Objects


Canonical 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). 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 Processes


Use 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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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>

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 2 3
Navigate to Unziplocation\ACR426\BusinessProcesses\ RegulatoryReport\LSeMDRTransmitFDA\bpel, and edit WriteIntoFile.wsdl. Locate "PhysicalDirectory="c:\temp"", and replace the value to the relevant value Locate "FileNamingConvention="FDAReport.xml"" and replace the value to relevant value, such as 'FDA_%yyMMddHHmmss%.xml'.

Setting Up an Application Workspace


Use the following procedure to set up an application workspace.

To set up an application workspace 1 2 3 4 5 6 7 8


Start Oracle JDeveloper. Click the Applications Navigator tab. Right-click the Applications icon. Choose New and specify the type as Application. Specify eMDR as the name for the application. Specify a directory name where the BPEL processes are stored (for example:Unziplocation\ACR426\BusinessProcesses). In the Create Project popup, click Cancel. Repeat the following steps for each of the following JPR files:

Unziplocation\ACR426\BusinessProcesses\RegulatoryReport\eMDRUpdateFDAAck\eMDRUpdat eFDAAck.jpr Unziplocation\ACR426\BusinessProcesses\RegulatoryReport \LSeMDRTransmitFDA\LSeMDRTransmitFDA.jpr Select the eMDR application. Right-click and choose Add to eMDR.jws.

a b

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Select a JPR file and click Open. This imports the process code into the application.

Deploying Business Process Execution Language


Use 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 2 3 4 5 6 7


Make sure that the SOA Suite has been started. From Oracle JDeveloper, select the LSeMDRTransmitFDA project. Right-click on the project name and choose Deploy > IntegrationServerName > Deploy to default domain. Ignore the warnings listed on the build output window. Select the eMDRUpdateFDAAck project. Right-click on the project name and choose Deploy > IntegrationServerName > Deploy to default domain. Ignore the warnings listed on the build output window. This compiles the SRC code and then deploys the BPEL process to the SOA Instance. Back to Configuration Instructions for Enhancements and Updates

Instructions for ACR 437


1 2
Go to the Siebel Tools installation directory <Tools Install Directory>\REPPATCH. 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.

More Information See Siebel CRM and UCM Integration Guide on My Oracle Support (Article ID 763962.1) for information about the following topics: 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 How to set up the integration user.

Back to Configuration Instructions for Enhancements and Updates

Instructions for ACR 439


This topic is part of Configuration Instructions for Enhancements and Updates on page 45. 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 2 3 4 5


Connect to Siebel Tools. Select the application from Object Explorer, and search for the relevant Application Name. Navigate to Application Find in the Object Explorer, and activate the Find names that you want to display for the application. Make sure that the relevant Business Components are part of the Search Execution Business Object. 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.

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To resolve the SBL-DAT-00222 error message 1 2 3 4 5 6


Connect to Siebel Tools. Within the Object Explorer, select Business Object. Query for Search Execution, right-click the access the submenu, and select Unlock Object. Navigate to the Object Business Component. Click New Record and add the required Business Component (such as Consumer). Compile the changes to the SRF.

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. Back to Configuration Instructions for Enhancements and Updates

Instructions for ACR 439B


The following sections contain information about how to configure and install ACR 439B.

Importing SIF Files for ACR 439B


Use the following procedure to import the .sif files for ACR 439B.

To import the .sif files for ACR 439B 1 2 3 4 5


Connect to Siebel Tools. Navigate to the Fast Search project and lock it. Uncompress the file ACR439_sif.zip file, which is located under Tools\REPPATCH. Import the .sif files you extracted from the .zip file. 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 439B


NOTE: Lock the Fast Search project before performing the changes detailed in this section.

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To add the GotoView=Search lookin Results view 1 2 3


Connect to Siebel Tools. Within Applet Search lookin Results Header, add the user property GotoView= Search lookin Results View. Compile the project.

To add the SamePage and GotoView user properties to the Search lookin applet 1 2 3
Connect to Siebel Tools. Query for the Search lookin applet. Navigate to Applet User Prop and add the two user properties listed in the following table: Name SamePage Value TRUE/ FALSE Description Having this value set to TRUE displays the Search Results on the left hand side of the screen. Search lookin Results View

GotoResultsView

Search lookin Results View

Navigate to Control, query for Name= "Search", and update the Search property as detailed in the following table: Name Search Target View Frame empty Description The old value is "_sweview". The property needs to be set to empty.

To add the GotoView user property to the Search Results Body applet 1 2 3
Connect to Siebel Tools. Query for the Search Results Body applet. Navigate to Applet User Prop and add the following user property: Name GotoResultsView Value Search lookin Results View Description

Navigate to Control, query for Name = "PositionOnRow", and update the following property: HTML Bitmap ROW_OFF HTML Disabled Bitmap ROW_ON

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Navigate to Applet Web Template Items and add the item detailed below: Item Identifier 501 Name PositionOnRow Control PositionOnRow Parent Name Base Type Control

Seed Data Changes for ACR 439B


Use the following procedure to add the Search lookin Results view.

To add the Search lookin Results View 1 2


Navigate to the Administration - Application screen, and then the Views view. 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 4

To give the administrator responsibility to the view, navigate to the Administration - Application screen, and then the Responsibilities view. Query for the administrator. In the view applet, add "Search lookin Results View".

SWT Changes for ACR 439B


Siebel 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.swt 1
Place 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">

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<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.swt
Place the following text after the line </b> for id ="3000": &nbsp; &nbsp; <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.swt
Place 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">&nbsp</td>

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</tr> <!-- End of CR 12-1O4OTAF --> Back to Configuration Instructions for Enhancements and Updates

Instructions for ACR 450


For information about how to implement ACR 450, within My Oracle Support, navigate to the Knowledge tab and search for Article 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. Back to Configuration Instructions for Enhancements and Updates

Instructions for ACR 452


Use 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>

Run import.bat.

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To edit Tools.cfg to import symbolic strings 1 2


Open Tools.cfg, search for the SymStrPrefix parameter, and change the value of the SymStrPrefix parameter from X_ to SBL_. 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> 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> Run import.bat In Siebel Tools, import the Tools\REPPATCH\ACR452_phaseA\Business Component.sif file.

2 3

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 b c d 2 3

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. Select Source Language = English American Target Language = <Select Language> Click the Import tab, click Browse to locate the LMU file you want to import, and then click Import.

Stop the Siebel Server, if it is running. 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.

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2 3

Save the srf file Within Siebel Tools, unlock the following Search projects:

Fast Search Search Execution Symbolic Strings

To edit Tools.cfg for customer changes


Open Tools.cfg, search for the SymStrPrefix parameter, and change the value of the SymStrPrefix parameter from SBL_ to X_.

To install the AdvancedSearch SWT file 1 2 3


On the Siebel Sever, replace the \ses\siebsrvr\WEBTEMPL\AdvancedSearch.swt file with the Tools\REPPATCH\ACR452_phaseA\repository\Web Template\ AdvancedSearch.swt file . Start the Siebel Server. 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. Back to Configuration Instructions for Enhancements and Updates

Instructions for ACR 456


This topic is part of Configuration Instructions for Enhancements and Updates on page 45. 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 456


To implement this ACR, you must import archive files (.sif) in Siebel Tools.

1 2 3 4

On the machine where you installed Siebel Tools, locate the file ACR456.zip in the folder SIEBEL_TOOLS_ROOT\REPPATCH. Uncompress this .zip file and extract the archive files (.sif) it contains. Navigate to SIEBEL_TOOLS_ROOT\bin\enu. Open the file tools.cfg in an editor like Notepad.

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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. Launch Siebel Tools. Lock the following projects:

Symbolic Strings Assignment Orgchart Admin

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 AM-ImportExport-SymbolicStrings.sif AM-ImportExport-applet.sif AM-ImportExport-buscomp.sif AM-ImportExport-screen.sif

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. tools.cfg file.

10 In the tools.cfg file, change the value of the SymStrPrefix parameter back to X_. Save the

Adding Seed Data for ACR 456


To implement this ACR, you must add views and other seed data to the Siebel application.

1 2 3

Launch the Siebel application, such as Siebel Call Center. Navigate to the Administration - Application screen, and then the Views view. Add the following views:

Transaction Log View Transaction Log View - All Transaction Log View - Manager Position Export View by Skill

4 5

Associate suitable responsibilities to the new views. 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.

Navigate to the Administration - Data screen, then the List of Values view.

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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.

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.

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.

Activating Workflow Process for ACR 456


To implement this ACR, you must activate a new workflow process in Siebel Tools.

1 2 3 4

Launch Siebel Tools. In the Object Explorer, click Workflow Process. Select the workflow process Export Assignment Data. (This workflow was added when you imported the file AM-ImportExport.sif.) Publish and activate the selected workflow process.

Validating Configuration Steps for ACR 456


After 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. Back to Configuration Instructions for Enhancements and Updates

Instructions for ACR 457


The 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.

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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\

In Siebel Tools, lock the following projects:


VORD Compound Product Validation Engine VORD Network Order Entry

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.

Import the following SIF files:


VORD CPVE Validation Service.sif VORD Network Node.sif

5 6

Stop Siebel Server, if it is running. 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. Start the Siebel Server. Lock the SIS OM Base Architecture project, and import the workflows listed in the following table into the Siebel application. Workflow Name VORD Validate (Order) VORD Validate (Quote) SIS OM Disconnect Products & Services Process New/Modified Modified Modified Modified Project SIS OM Base Architecture SIS OM Base Architecture SIS OM Base Architecture

7 8

a b

Select Workflow Process in Siebel Tools Object Explorer. 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. 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 e

Repeat Step b and Step c for of all the workflows in the folder. Log in to the Siebel application as an administrator, and navigate to the Site Map.

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f g h 9

Click on Administration - Business Process. Navigate to Workflow Deployment > Repository Workflow Process. Query for the workflow processes and activate them.

Restart the Siebel Server.

10 Launch the Siebel Communications application.

Enabling Component Groups


Use the following procedure to enable component groups.

To enable component groups 1 2


Navigate to Site Map > Administration - Server Configuration > Enterprises > Component Groups. Query for each of the following component groups and if Enable State = Disabled, click <Enable>: SIA

Siebel CME [Alias- Communications] Siebel ISS [Alias- ISS] 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.

After enabling the necessary components, navigate to Site Map > Administration - Server Configuration > Enterprises > Synchronize, select all the records and click the Synchronize button. Bounce the server. Use the following procedure if you are a Windows customer:

4 5

a b c d e

Log in with system administrator credentials. From Start > Run, type cmd. Find the drive that the build is installed on. Type <Build>ses\siebsrvr\bin. Execute the following command: srvrmgr /e SIEBEL /s server name:portnum /u SADMIN /p MSSQL <enter>

f g

Run the command to verify that the components were successfully enabled. Run the following command to enable the component group: Enable compgrp <Alias>

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h i j 6

Verify that the command executed successfully, and then run the Exit command. Restart the services. 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.

Use the following procedure if you are a UNIX customer:

a b c d

From the local machine click on Stat - Run- type telnet <Machine name> (such as telnet sdcpi43). Log in with administrator credentials. Navigate to <Build>ses\siebsrvr\bin. Run the following commands: smgr <enter> set server <machine name> <enter> list compgroup <enter>

Run the following command to enable components group: Enable compgrp <Alias>

f g

Verify that the command executed successfully, and then run the Exit command. 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 2 3 4


Navigate to Site Map > Administration Business Service > Simulator. Click the Load from File button and load the "COM_Workflow Admin Service Delete.xml" file. On the Input Arguments tab, click the Load from File button and load the "COM_Workflow Admin Service Input.xml" file. On the Simulator Applet, select the record that has the Method Name as "DeleteDeploy" and click the Run button.

Activating the Workflows Through Scripts


Use 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.

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To activate Customer Order Management workflows 1 2 3 4


Navigate to Site Map > Administration Business Service > Simulator. Click the Load from File button and load the "COM_Workflow Admin Service Activate.xml" file. On the Input Arguments tab, click the Load from File button and load the "COM_Workflow Admin Service Input.xml" file. 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.

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 2 3 4


Click on Administration - Business Process. Navigate to Workflow Deployment > Repository Workflow Process. Query for the Pricing and Eligibility Procedure - Default workflow process and activate it. Log out and relogin in to Siebel eCommunications application. You can now create orders. Back to Configuration Instructions for Enhancements and Updates

Instructions for ACR 463


The 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 2

Navigate to the Siebel Tools installation directory <Tools Install Directory>\REPPATCH. 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:

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\DMGSchemaChanges \EIM \LMU \SeedData \SIFFiles \WFs

The following instructions refer to the folders specified above.

Applying Schema Changes to the Database


The 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 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

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Table Person Table FleetManagement CUT Newtable

Import the .sif files in the following sequence


AIA24_schema_changes.sif AIA24_EIM_schema_changes.sif

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 Database


Use the following procedure to create tables on the physical database.

To create tables on the physical database 1 2


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. 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.

3 4

From Object Explorer, select Table Object Definition. Query for the tables that have changed using the following criteria: Query Criteria: Changed = Yes

5 6 7 8 9

Click on Apply/DDL. Select Apply DDL. Select Current Query from the Tables drop-down list. Enter the appropriate information for ODBC Data Source/ Database User and Database User Password. Click the Apply button. The "Changes Successfully Applied" message displays.

Importing Seed Data


Use 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:

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a b c d e f

Start > Settings > Control Panel > Administrative Tools > Data Sources (ODBC). Navigate to the System DSN tab. Click Add. Select "Siebel Oracle90" driver (from Datadirect Technologies). Enter a data source name (such as DevelopmentDB). 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 2

Test the connection and click OK after you have verified the connection.

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.

Seed data import includes mono-language seed-data import and language seed-data import.

NOTE: Use the /Z option flag to ignore duplicates during import.

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

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.

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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Siebel Tools Changes for ACR 463


1
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.

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 CUT Trouble Ticket Contact Comm Manager Communication Eligibility Compatibility Fleet Management ISS Authoring Admin ISS Class Admin

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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

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

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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:

Import LMU Files for the specific language from the LMU folder into Siebel Tools. [Select menu Tools ' Utilities ' Locale Management].

Select Source Language = English American Target Language = <Specific Language>

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)

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Stop Siebel Server, if it is running. 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. Start the Siebel Server. 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 ABO Bulk Request - Validate Process ABO Bulk Request Add Item Customize Process ABO Bulk Request - Clear Exception Process Workflow ABO Bulk Request - Parallel Sub Process Workflow Project ABO Bulk Request ABO Bulk Request ABO Bulk Request ABO Bulk Request

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Workflow Name ABO Bulk Request - Prepare Action Set Sub-Process Workflow ABO Bulk Request - Submit Process Workflow Basic Pricing Procedure CMU Credit Alert Status Sync CMU SIA Submit Adjustment Request to External CMUBalanceDetailsEventAdjustmentWF CMUEventDetailsAdjustmentWF CMUInvoiceAdjustmentWF CMUItemChargeAdjustmentWF CMUUnbilledEventAdjustmentWF CMUUnbilledNonCurrencyEventAdjustmentWF Dynamic Pricing Procedure ISS Promotion Upgrade Process Pricing Procedure - Calculate Net Price SIS OM Disconnect Products & Services Process SIS OM Edit Complex Asset Workflow SIS OM Edit Service Order Line Item SIS OM Modify Products & Services Process SIS OM Order Line Item Update Main SIS OM Suspend / Resume Asset Sub-Process SIS OM Suspend / Resume Products & Services Process SISOMBillingSubmitOrderWebService SWI Account Update Workflow SWI Address Update Workflow SWI Billing Profile Update Workflow SWI Cancel Sales Order Line Item SWI Contact Update Workflow SWICancel Sales Order SWI Special Rating - Synchronize Process SWIAdjustmentStatusUpdate SWICopyOrder SWIOrderUpsert

Project ABO Bulk Request ABO Bulk Request Cfg RTC Web Service Integration CMU Billing Integration CMU Billing Integration CMU Billing Integration CMU Billing Integration CMU Billing Integration Web Service Integration Web Service Integration Row Set Transformation Toolkit ISS Promotion Workflow Row Set Transformation Toolkit SIS OM Base Architecture SIS OM Base Architecture SIS OM Base Architecture SIS OM Base Architecture SIS OM Base Architecture SIS OM Base Architecture SIS OM Base Architecture CMU Billing Integration Web Service Integration Web Service Integration Web Service Integration Web Service Integration Web Service Integration Web Service Integration Web Service Integration Web Service Integration Web Service Integration Web Service Integration

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Workflow Name SWIValidateDependentOrders Verify Header (Order) Verify Item (Order)

Project Web Service Integration COM Workflows COM Workflows

a b

Select Workflow Process in Siebel Tools Object Explorer. 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. 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 e f g h i 9 a b

Repeat Step b and Step c for of all the workflows in the folder. Log in to the Siebel application as an administrator. Navigate to the Site Map. Click on Administration - Business Process. Go to Workflow Deployment > Repository Workflow Process. Query for the workflow processes and activate them.

Modify the run time events for promotions: Navigate to the Administration - Runtime Events screen. Click on the 'Action Sets' view. This shows three applets.

c d

In the first applet, called 'Action Sets', search for the Action Set 'Cache Refresh BC - ISS Promotion Pricing Components List Applet'. 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.) Navigate to the child applet. Uncheck the Active flag for the Validate record.

e f a b

10 Release Variable Maps and Signals manually:


Navigate to Site Map > Admin - Order Management > Variable Maps. Query for the following:

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Default Pricing Variable Map - Row Set - Basic Default Pricing Variable Map - Row Set Default Pricing Eligibility Variable Map - Row Set

c d e

Lock each Variable Map and release a new version of each of these maps. Navigate to the Signals view, and query for ReviseCopyOrder. Lock this signal and release a new version.

Activating Validation Rulesets and Reloading Runtime Events


Use the following procedure to activate data validation ruleset.

To activate the data validation ruleset 1 2


Navigate to the Site Map, and query for Administration - Data Validation. Click the Ruleset View hyperlink.

Query for the following rulesets in the Validation Ruleset applet: SWI Order Validation Rule Set SWI SRL Delete SWI SRL Item SWI SRL Modify

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 2 3


Within the Site Map, navigate to the Administration - Runtime Events screen. Click the Events view hyperlink. 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

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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 List This 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 2 3 4 5

Navigate to Accounts > Account List view. Query for the Target Account from the list. Drill down on the account name. Navigate to the Profiles view, and click on the Special Rating Profile subview. 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 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 2


Naviate to the Site Map > Administration - Web Services screen. Navigate to the Outbound Web Services aggregate view.

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Query for the "SWISpecialRatingList" service name. 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)

Save the record and click the Clear Cache button.

Submit Order Outbound Web Service This 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 2 3 4


Navigate to the Sales Order screen > Order List view. Query for the Target Sales Order. Drill down on the Order #. Click the Submit button.

SISOMBillingSubmitOrder Web Service Workflow This 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 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 2 3 4


Navigate to Site Map > Administration - Web Services screen. Navigate to the Outbound Web Services aggregate view. Query for the "SWISubmitOrder" service name. Change the following field values in the Service Port applet:

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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)

Save the record and click the Clear Cache button.

SWICreateAdjustment Outbound Web Service This 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 2 3


Navigate to the Billing Adjustments screen > SIA CUT Adjustment External Line Items view. Query for the particular adjustment. Click the Submit button.

CMU SIA Submit Adjustment Request to External Workflow This 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 2 3 4 5 6

Queries the adjustment request. If the adjustment request is not approved, it changes the status of the request to Pending, and terminates. If the adjustment request is approved, it reads the enterprise details, such as the enterprise server name, language, and locale. Sets the enterprise details as part of the request message. Makes an outbound call to the AQ. Updates the Siebel database for the Adjustment Record to reflect the status as Submitted.

SWICreateAdjustment Outbound Web Service Note 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.

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Use the following procedure to update the address.

To update the address 1 2 3 4


Navigate to Site Map > Administration - Web Services screen. Navigate to the Outbound Web Services aggregate view. Query for the "SWICreateAdjustment" service name. 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)

Save the record and click the Clear Cache button.

Configuring FMW URLs for Web Services


Use the following procedures to configure FMW URLs for Web services.

To configure FMW URLs for the outbound Web services 1 2 3 4 5 6


Log into the Siebel application as an administrator. Navigate to the Site Map. Click on Administration - Web Service > Outbound Web Services. Query for the Name= *ABCS*. Navigate to the Service Ports list applet and change the URI given by the ABS team. Query for *JMS* and *Sync* and change the URI. (For example, http://ap6039fems.us.oracle.com:7797)

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*

Query for Name = SWI Account Update.

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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&Pass word=MSSQL NOTE: Replace the string <web server>, <lang>, <UserName>, <Password> with correct data based on server information.

Repeat the preceding steps for all inbound Web services.

Setting Up Order Creation


Use the following procedures to enable component groups.

To enable compgrps 1 2
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 147.

Activating and Configuring ACR 463 Workflows


The procedures in the following sections describe how to activate and configure the ACR 463 workflows.

To activate workflows
Use the following steps to activate all C/OM workflows.

1 2

Navigate to Site Map > Administration Business Process -> Workflow Deployment > Active Workflow Processes. In the second applet, perform one of the two following 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 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 4

Delete all the records. In the first applet, perform one of the following two actions:

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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.

Activate all of the workflows.

Workflow Policy Setup and Configuration


The following sections describe how to set up and configure workflow policies.

Siebel Components Groups


In 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). Component Name Enterprise Integration Mgr EAI Object Manager (ENU) Workflow Process Manager Workflow Process Batch Manager Workflow Monitor Agent Generate Triggers Component Alias EIM EAIObjMgr_enu WfProcMgr WfProcBatchMgr WorkMon GenTrig Component Group EAI EAI Workflow Workflow Workflow Workflow

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 2 3


Navigate to Administration > Server Management > Jobs. Click New and type "Generate Triggers" under Component/Job to create a job for the Generate Triggers component. Define the job parameters with the following values:

EXEC = TRUE Privileged User = SADMIN Privileged User Password = ******[Password for SADMIN]

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Remove = TRUE Trigger File Name: trigger.sql

4 5

Start the job. Verify that the job was successful once it has completed.

NOTE: Make sure that the SADMIN user has the necessary privileges for generating triggers before performing the following procedure.

To generate the triggers 1 2 3


Navigate to Administration > Server Management > Jobs. Click New and type "Generate Triggers" under Component/Job to create a job for the Gnereate Triggers component. 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 5

Start the job. Verify that the job was successful once the job has completed.

Configuring Workflow Monitor Agent


Use the following procedure to configure Workflow Monitor Agent.

To configure Workflow Monitor Agent 1 2 3 4


Navigate to Site Map > Administration - Server Configuration > Enterprises > Component Definitions, and query for Workflow*. Make a copy of the Workflow Monitor Agent in Administration - Server Configuration > Component Definition and change the name to "Workflow Monitor Agent SWI". Change the Alias name to 'WorkMonSWI'. 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. Change the Action Interval to 5. Change the Sleep Time to 15. (Select the Advanced button.) Change the Default Task to 1. (Select the Advanced button.) Click the Activate button to change the status of the new component to "Active".

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Synchronize the components.

Configuring Default Tasks for Workflow Monitor Agent


Server 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 2 3 4 5 6


Navigate to Site Map > Administration - Server Configuration > Servers. 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. Under the Component Parameter subtab, query for 'Show Advanced Objects'. Change the value to 'True'. 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.

Rename the existing diccache.dat file in the path <Installed Directory> \ses\siebsrvr\bin.

Starting Tasks for Workflow Monitor Agent for Customer Synchronization


Use the following procedure to start tasks for the component that is online/enabled.

To start tasks for Workflow Monitor Agent 1 2 3 4 5


Navigate to Site Map > Administration - Server Management. Select "Tasks". Query for the "WorkMonSWI" task and start it. You can also use Server Manager to start the task. Start srvrmgr: srvrmgr /g <gatewayserver> /e <enterpriseserver> /s <siebelserver> /u <userid> /p <password>. 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.

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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 125 after restarting the Siebel Server.

Integration User Setup


This 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 2 3


Log in 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. 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'. Set "Enable AIA Testing" to "TRUE". 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/

2 3

4 5

Query for 'Validate Due Date' in the 'System Preference Name' field and set the 'System Preference Value' to 3. Query for 'Cancel Error Mode' in the 'System Preference Name' field and set the 'System Preference Value' to 2.

Enabling Dynamic Pricing


Customers with the 'Dynamic Pricer' license will need to undertake the steps mentioned in the document to enable the execution of 'Dynamic Pricing Procedure'. 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'.

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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 Signals
Use the following procedure to modify signals.

To modify signals
Navigate to Administration - Order Management > Signals, query for each signal mentioned in the following tables, and make the necessary modifications.

Signal: CalculatePriceAndCheckEligibility Actions 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

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Condition: GetProfileAttr('SkipToEnd') = 'N' OR GetProfileAttr('SkipToEnd') IS NULL Action: Y Name SubPSPPricingWFName SubPSPWFName Variable Map - Context Variable Map - Row Set Value Dynamic Pricing Procedure Pricing and Eligibility Procedure - Default Default Pricing Variable Map - Context Default Pricing Eligibility Variable Map - Row Set

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 Name SubPSPPricingWFName SubPSPWFName Variable Map - Context Variable Map - Row Set Value Dynamic Pricing Procedure Pricing and Eligibility Procedure - Default Default Pricing Variable Map - Context Default Pricing Eligibility Variable Map - Row Set

Make similar changes to actions in this signal where: Mode: Order, Instance Type: Line Item Mode: Quote, Instance Type: Header Mode: Quote, Instance Type: Line Item

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Signal: VerifyItem Actions 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 Name SubPSPPricingWFName SubPSPWFName Variable Map - Context Variable Map - Row Set Value Dynamic Pricing Procedure Pricing and Eligibility Procedure - Default Default Pricing Variable Map - Context Default Pricing Eligibility Variable Map - Row Set

Make similar changes to actions in this signal where: Mode: Order, Instance Type: Header Mode: Quote, Instance Type: Header

Signal: Product Recommendation Signal Actions and Parameters: Sequence: 1 Service Type: Workflow Service Name: Product Recommendation Driver Workflow Service Method: RunProcess Application Name: N/A Mode: N/A Instance Type: Line Item Fields: N/A

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Condition: GetProfileAttr('Block Variable Map Operations')='N' OR GetProfileAttr('Block Variable Map Operations') IS NULL Active: Y Name SubPSPPricingWFName VariableMap 1 Value Dynamic Pricing Procedure Default Product Recommendation Variable Map - Context

Signal: CalculatePriceExternal Actions 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 Name SubPSPPricingWFName Value Dynamic Pricing Procedure

Signal: SpreadDiscount, SpreadDiscount - All Actions and Parameters: Sequence: 1 Service Type: Workflow Service Name: Spread Discount Driver Workflow Process Service Method: RunProcess Application Name: N/A Mode: N/A Instance Type: N/A

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Fields: N/A Condition: N/A Active: Y Name SubPSPPricingWFName Variable Map - Context Variable Map - Row Set Value Dynamic Pricing Procedure Default Pricing Variable Map - Context Spread Discount Default Pricing Variable Map - Row Set

Signal: ApproveItem Actions 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 Name SubPSPWFName Variable Map - Context Variable Map - Row Set Value Dynamic Pricing Procedure Default Pricing Variable Map - Context Default Pricing Variable Map - Row Set

Make similar changes to actions in this signal where: Mode: Order, Instance Type: Header Mode: Quote, Instance Type: Header

Signal: CalculatePrice Actions and Parameters: Sequence: 1

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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 Name SubPSPWFName Variable Map - Context Variable Map - Row Set Value Dynamic Pricing Procedure Default Pricing Variable Map - Context Default Pricing Variable Map - Row Set

Signal: CalculatePriceAll Actions 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 Name SubPSPWFName Variable Map - Context Variable Map - Row Set Value Dynamic Pricing Procedure Default Pricing Variable Map - Context Default Pricing Variable Map - Row Set

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Signal: CalculatePrice_eSales Actions 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 Name SubPSPWFName Variable Map - Context Variable Map - Row Set Value Dynamic Pricing Procedure Default Pricing Variable Map - Context Default Pricing Variable Map - Row Set

Signal: CalculatePriceAll_eSales Actions 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 Condition: GetProfileAttr('SkipToEnd') = 'N' OR GetProfileAttr('SkipToEnd') IS NULL Action: Y Name SubPSPWFName Value Dynamic Pricing Procedure

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Name Variable Map - Context Variable Map - Row Set

Value Default Pricing Variable Map - Context Default Pricing Variable Map - Row Set

Signal: CalculatePrice_Configurator Actions 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 Name SubPSPWFName Variable Map - Context Variable Map - Row Set Value Dynamic Pricing Procedure Default Pricing Variable Map - Context Default Pricing Variable Map - Row Set

Signal: CalculatePrice_Advisor Actions 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

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Active: Y Name SubPSPWFName Variable Map - Context Variable Map - Row Set Value Dynamic Pricing Procedure Default Pricing Variable Map - Context Default Pricing Variable Map - Row Set

Signal: MergeIntoOnePackage Actions 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 Name SubPSPWFName Variable Map - Context Variable Map - Row Set Value Dynamic Pricing Procedure Default Pricing Variable Map - Context Default Pricing Variable Map - Row Set

Signal: OrderTemplate 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

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Fields: N/A Condition: GetProfileAttr('SkipToEnd') = 'N' OR GetProfileAttr('SkipToEnd') IS NULL Active: Y Name SubPSPWFName Variable Map - Context Variable Map - Row Set Value Dynamic Pricing Procedure Default Pricing Variable Map - Context Default Pricing Variable Map - Row Set

Make similar changes to actions in this signal where: Mode: Quote, Instance Type: Header

Signal: OrderTemplateCopy 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: GetProfileAttr('SkipToEnd') = 'N' OR GetProfileAttr('SkipToEnd') IS NULL Active: Y Name SubPSPWFName Variable Map - Context Variable Map - Row Set Value Dynamic Pricing Procedure Default Pricing Variable Map - Context Default Pricing Variable Map - Row Set

Signal: OrderTemplateSelectItems Actions and Parameters: Sequence: 1 Service Type: Workflow

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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 SubPSPWFName Variable Map - Context Variable Map - Row Set Value Dynamic Pricing Procedure Default Pricing Variable Map - Context Default Pricing Variable Map - Row Set

Signal: QuoteTemplateCopy Actions 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 Name SubPSPWFName Variable Map - Context Variable Map - Row Set Value Dynamic Pricing Procedure Default Pricing Variable Map - Context Default Pricing Variable Map - Row Set

Signal: QuoteTemplateSelectItems Actions and Parameters:

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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 Name SubPSPWFName Variable Map - Context Variable Map - Row Set Value Dynamic Pricing Procedure Default Pricing Variable Map - Context Default Pricing Variable Map - Row Set

Signal: SetFieldValue Actions 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 Fields: Discount; Price List; Currency Code Condition: GetProfileAttr('SkipToEnd') = 'N' OR GetProfileAttr('SkipToEnd') IS NULL Active: Y Name SubPSPWFName Variable Map - Context Variable Map - Row Set Value Dynamic Pricing Procedure Default Pricing Variable Map - Context Default Pricing Variable Map - Row Set

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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 Name SubPSPWFName Variable Map - Context Variable Map - Row Set Sequence: 1 Service Type: Workflow Service Name: PSP Driver Workflow Process Service Method: RunProcess Application Name: N/A Mode: Order Instance Type: Line Item 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 Name SubPSPWFName Variable Map - Context Variable Map - Row Set Value Dynamic Pricing Procedure Default Pricing Variable Map - Context Default Pricing Variable Map - Row Set Value Dynamic Pricing Procedure Default Pricing Variable Map - Context Default Pricing Variable Map - Row Set

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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

Name SubPSPWFName Variable Map - Context Variable Map - Row Set

Value Dynamic Pricing Procedure Default Pricing Variable Map - Context Default Pricing Variable Map - Row Set

Signal: Get Config Item Price Sequence: 1 Service Type: Workflow Service Name: Get Config Item Price - Driver Workflow Service Method: RunProcess Application Name: N/A Mode: N/A Instance Type: N/A Fields: N/A Condition: N/A Active: Y Name SubPSPWFName Value Get Config Item Price - Dynamic

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Signal: GetProdPrice 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 Name SubPSPWFName Variable Map - Context Variable Map - Row Set Value Dynamic Pricing Procedure Default Pricing Variable Map - Context Product Pricing Variable Map - Row Set

Signal: GetUserProdPrice 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 Name SubPSPWFName Variable Map - Context Variable Map - Row Set Value Dynamic Pricing Procedure User Product Pricing Variable Map - Context Product Pricing Variable Map - Row Set

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Signal: PDS GetPricing Sequence: 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 Migration


This 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 2 3 4

Make sure that the Siebel Server is up and running. Make sure that the Siebel EIM component is online and running properly. (Check this from 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 execute the EIM job 1 2 3


Move the ProcessAlertsAndBillingProf.ifb file from <Tools Installation directory>/REPPATCH/ ACR463/EIM to <Siebel Installation Directory>/ses/siebsrvr/ADMIN. Run the EIM job with the ProcessAlertsAndBillingProf.ifb configuration file. Verify that the EIM job is successful.

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Runtime Configuration for Product Class and Attribute Definition Sync


Use 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 2 3 4 5


Navigate to Administration - Users > Users. Add user name, User ID, and choose the "Siebel Administrator" responsibility. Add email address in the contact information in the child applet. Navigate to Administration -Group > User Lists. 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 Events


An 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 2
Navigate to Administration - Run Time Events > Action Set. 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: "SCE Users";"Email Address";"Account";"Account";"Contact" or

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"SCE Users";"EMail Addr";"User List";"User List";"User" The following table describes the three run time events that are added.
Sequence 1 2 3 Object Type BusComp BusComp BusComp Object Name Attribute VOD BusComp ISS Class VOD BusComp ISS Joint Workspace BusComp Event PreInvokeMethod PreInvokeMethod PreInvokeMethod SubEvent SendEmail SendEmail SendEmail Action Set Name EmailNotify EmailNotify EmailNotify

Email Templates
Use 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: Name Attribute Defn Template Product Class Template Workspace Attribute Defn Template Workspace Product Class Defn Template Description To send email from the Attribute Definition view To send email from the Product Class Definition view To send attribute details from the Workspace view in emails To send attributes from the Workspace view in emails

To change the email body of the templates used to send emails from the workspace view, navigate to Administration Communication > All Templates > Template Items.

The email templates detailed above are configured as user property values in the following Business Components: Business Component ISS Joint Workspace BusComp ISS Joint Workspace BusComp User Property PackageNameList|Attribute Definition PackageNameList|Product Class Definition Template Name Workspace Attribute Defn Template Workspace Product Class Defn Template

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Business Component Attribute VOD BusComp ISS Class VOD BusComp

User Property PackageNameList PackageNameList

Template Name Attribute Defn Template Product Class Template

Communication Profile
Use 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 2
Navigate to Administration - Communications > Communications Drivers and Profiles. 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

Set the profile in the child applet as Default SMTP profile. For Example - Default SMTP profile

Set the profile parameters in the grandchild Business Component using the following values as an example:

From Address: siebel.product.admin@demohost.siebel.com POP3 Account Name: support POP3 Account Password: support POP3 Server: demohost.siebel.com SMTP Server: rgmamersmtp.oraclecorp.com

The communication profile has to set in the user property in the Business Components listed in the following table: Business Component ISS Joint Workspace BusComp Attribute VOD BusComp ISS Class VOD BusComp User Property CommProfileOverride CommProfileOverride CommProfileOverride Template Name Default SMTP Profile Default SMTP Profile Default SMTP Profile

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Recipient Group
The 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 2 3


Navigate to Administration - Data > List of Values. Query for "COMM_RECIP_GROUP" and add the recipient group. To set the recipient group, navigate to Administration - Communications > All Templates > Advanced and select the recipient group from the drop-down list. Name Attribute Defn Template Product Class Template Workspace Attribute Defn Template Workspace Product Class Defn Template Recipient Group AttributeDefnBC ProductClassDefnBC WorkSpaceBC WorkSpaceBC

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: Recipient Group(LIC Value) ISS Joint Workspace BusComp Attribute VOD BusComp ISS Class VOD BusComp

Business Component ISS Joint Workspace BusComp Attribute VOD BusComp ISS Class VOD BusComp

User Property RecipientGroup RecipientGroup RecipientGroup

Enabling Compgrps
Use the following procedures to enable compgrps.

To enable compgrps for the Windows machine 1 2 3 4 5


Log in with system administrator credentials. From Start > Run, type cmd. Find the build-installed drive. Type <Build>ses\siebsrvr\bin. Execute the following command:

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srvrmgr /e SIEBEL /s sdchs21n110 /g sdchs21n110:4330 /u SADMIN /p MSSQL <enter>

6 7

Run the command to verify how many components are enabled as "list compgrp". Run the following command to enable the components group: Enable compgrp <Alias>

8 9

Verify that the command ran successfully. 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 2


From the local machine, click Start > Run, and type telnet <Machine name> ex:telnet sdcpi43. 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 4

Navigate to <Build>ses\siebsrvr\bin. Run the following commands: smgr <enter> set server <machine name> <enter> list compgroup <enter>

Type the following command to enable the components group: Enable compgrp <Alias>

6 7

Verify that the command ran successfully. After verifying that the command ran successfully, exit the application.

Back to Configuration Instructions for Enhancements and Updates

Instructions for ACR 464


This 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 2 3 4

Importing Changes to the Siebel Repository from a Batch File on page 149 Importing Changes to the Siebel Repository from SIF Files on page 150 Applying Changes to the Siebel Database on page 152 Importing Seed Data on page 153

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Importing Changes to the Siebel Repository from a Batch File


This 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 3

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. Set the SymStrPrefix parameter to the following value: SymStrPrefix = SBL_

4 5 6

Save the tools.cfg file. If Siebel Tools is open, then exit out of it, and then open it. 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 8

In Siebel Tools, click Project in the Object Explorer. 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.

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.

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

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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 Files


This 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 b

Open Siebel Tools, choose the Tools menu, and then the Import From Archive menu item. In the Select Archive to Import dialog box, open the following file: Application\Application-Update.sif

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.

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 f g

If the Conflicting Objects window of the Import Wizard-Review Conflicts and Actions dialog box contains an item, then see Resolving Conflicts on page 151. Otherwise, continue to Step f. In the confirmation dialog box, click Yes. In the Import Wizard-Summary dialog box, click Finish.

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Repeat Step 1 for each of the following files:


Business Object\BusinessObject-Update.sif Table\base\Table-Update.sif Business Component\BusinessComponent-Update.sif

Examine the following log file to make sure all imports executed successfully: Siebel\tools\temp\importlog.txt

4 5 6 7

Compile all locked projects. Set the SymStrPrefix parameter in the tools.cfg file to the original value you noted in Step 2 on page 149. Save the tools.cfg file. If Siebel Tools is open, then exit out of it, and then open it.

Resolving Conflicts

1 2 3

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. 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 153. Do one of the following:

If the object appears in Changes Made as a Result of Importing SIF Files on page 153, 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 151.

If the object does not appear in Changes Made as a Result of Importing SIF Files on page 153, 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 152.

If the object appears in Changes Made as a Result of Importing SIF Files on page 153, 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 152.

4 5

If other objects appear in the Conflicting Objects window, then repeat Step 3 for each object until all conflicts are addressed. Click Next.

Example of Using the Value from the SIF File In 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.

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Example of Using the Value from the Repository When 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 153. 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 Assistance Assume 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 153. 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 Database


1 2
In the Object Explorer, click Table. In the Tables list, issue the following query in the Name property: S_EVT_ACT OR S_PIM_INT_PKG OR S_PIM_INT_FILE OR S_PIM_INT_PKGFL OR S_PIM_INTFL_DEF

3 4

Click Apply/DDL. 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.

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 Applicationson the Siebel Bookshelf 8.1 on Oracle Technology Network (OTN). Field Tables Table space MSSQL Current Query (Leave empty) Oracle Current Query DATA DB2 Current Query TBS_4K

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Field 16K table space 32K table space Index space Storage control file Database user Database user password ODBC data source DDL file

MSSQL (Leave empty) (Leave empty) (Leave empty) (Leave empty) (User name) (User password) (Data source) (Leave empty)

Oracle (Leave empty) (Leave empty) DATA (Leave empty) (User name) (User password) (Data source) (Leave empty)

DB2 TBS_4K TBS_32K TBS_4K (Leave empty) (User name) (User password) (Data source) (Leave empty)

6 7

Click Apply. Compile and deploy the SRF.

Importing Seed Data


The 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

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. Open a DOS command line and then run the Seed_import.bat file. 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.

3 4

Changes Made as a Result of Importing SIF Files


This section describes changes that are made to the Siebel Repository as a result of importing SIF files.

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Changes Made as a Result of Importing the Application-Update.sif File Table 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 Industry Applications 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

Siebel Business Applications and 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

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Changes Made as a Result of Importing the BusinessObject-Update.sif File Table 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 Siebel Business Applications 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 Contact Contact Address Contact Organization Opportunity Contact Siebel Industry Applications The following business object components are added: Account Address Account Industry Account Organization Account Territory

Business Object Account

Contact

The following business object components are added: Account Contact Business Address Contact Organization Opportunity Contact Organization Position

Employee

The following business object components are added to Siebel Business Applications and Siebel Industry Applications: Employee Position Employee Responsibility

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Table 9.

Changes Made as a Result of Importing the BusinessObject-Update.sif File Siebel Business Applications Siebel Industry Applications

Business Object 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

Changes Made as a Result of Importing the Table-Update.sif File Table 10 describes changes made to the S_EVT_ACT table as a result of importing the TableUpdate.sif file.

Table 10.

Changes Made as a Result of Importing the Table-Update.sif File Siebel Industry Applications 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

Siebel Business Applications Adds the following columns to the S_EVT_ACT table: INTEGRATION_ID INFO_SOURCE_CD

Changes Made as a Result of Importing the BusinessComponent-Update.sif File Table 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.

Table 11.

Changes Made as a Result of Importing the BusinessComponent-Update.sif File Change to Business Component Field Adds the new CRMD Integration Id field. Adds the new ContactDBLastUpd field. Changes the Text Length of the EMail Addr field from 50 to 100.

Business Component Action Employee

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Table 11.

Changes Made as a Result of Importing the BusinessComponent-Update.sif File Change to Business Component Field Changes the Text Length of the Email Address field from 50 to 100. Changes the Text Length of the Active Email field from 50 to 100. Changes the Text Length of the Email Address field from 50 to 100.

Business Component Contact Position Business Address

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Instructions for ACR 467


Use 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 Article ID 1171542.1.

Navigate to <Tools installation folder>\REPPATCH\ACR467.zip. The ACR 467 folder contains the following subfolders:

\LMU \SeedData \REPOSITORY \WORKFLOWS \Schema

Lock the following projects:


Table Asset Table Closing Requirement Manager Table FinancialServices Table FinAccounts Table Marketing Table Order Table Quote

Navigate to Tools > Import from Archive, and import the Table.sif file. NOTE: Use the Merge option within the Import Wizard.

4 5

Navigate to the Siebel\tools\temp\importlog.txt file to verify that the objects imported correctly. Select the table or tables that you want to apply to the physical database, click the Apply/DDL button, and select Apply.

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Choose the Current Query option. In the Apply Schema dialog box, enter the appropriate values for your database platform.

a b c d

For MSSQL, enter the appropriate values in the Database user, Database user password, and the ODBC data source fields. For Oracle, enter the appropriate values in the Table space, Index space, Database user, Database user password, and the ODBC data source fields. 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. 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 8.1at http://www.oracle.com/technetwork/ documentation/siebel-087898.html.

8 9

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. 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

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Contact 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:

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Applet 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.

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"

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%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.

To import ACR 467 seed data 1


Create an ODBC entry for the database where you plan to import the seed data:

a b c d

Navigate to Start > Settings > Control Panel > Administrative Tools > Data Sources (ODBC), navigate to the System DSN tab, and click Add. Select the "Siebel Oracle90" driver (from Datadirect Technologies). Enter a data source name (such as DevelopmentDB). 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 2 3 4 5

Test your connection and click OK when tested successfully.

Navigate to the directory where you installed Siebel Tools and change the directory to REPPATCH\ACR467. Before executing the next step, make sure that the dataimp.exe file exists in the <Tools Install Directory>/bin directory. Depending upon the language that you are installing, complete either Step 5 or Step 6. For ENU customers:

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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 n /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 6

Review the <Tools Install Directory>\temp\dataimp_seed.log file to make sure that the import completed successfully.

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.

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 n /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

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 7

Review the <Tools Install Directory>\temp\dataimp_seed.log file to make sure import completed successfully.

The following steps are only necessary for customers who are installing languages other than ENU:

a b c
162

Within Siebel Tools, navigate to Tools > Utilities > Locale Management to import LMU files for the specific language from the LMU folder into Siebel Tools. Select Source Language = English American Target Language = <Specific Language> Click the Import tab, browse to locate the LMU file you want to import, and click Import.

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Stop the Siebel Server, if it is running. 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:
New/ Modified? New New New New New New New New New New New Modify Modify Modify Modify Modify

Process Name FINS AcctOrig Apply For Product - Account FINS AcctOrig Apply For Product - Contact FINS AcctOrig Apply For Product - Household FINS AcctOrig AutoQuote FINS AcctOrig Identity Check Process FINS AcctOrig New Products & Services Process FINS AcctOrig Profile Process - Order FINS AcctOrig Set Applicant Group - Order Sub FINS AcctOrig Set Applicant Group - Order FINS AcctOrig Set Applicant Group - Quote Sub FINS AcctOrig Set Applicant Group - Quote SIS OM Active Order Sub-Process - Contact SIS OM Disconnect Products & Services Process Contact SIS OM Modify Products & Services Process Contact SIS OM New Products & Services Process Contact SIS OM Suspend / Resume Products & Services Process - Contact

Project FINS Account Origination FINS Account Origination FINS Account Origination FINS Account Origination FINS Account Origination FINS Account Origination FINS Account Origination FINS Account Origination FINS Account Origination FINS Account Origination FINS Account Origination SIS OM Base Architecture SIS OM Base Architecture SIS OM Base Architecture SIS OM Base Architecture SIS OM Base Architecture

a b

Select Workflow Process in Siebel Tools Object Explorer. 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.

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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 e f g

Repeat Step b through Step c for of all the workflows in the folder. Log into the Siebel application as an administrator. Navigate to Site Map > Administration - Business Process > Workflow Deployment > Repository Workflow Process. Query for the workflow processes and activate them.

Back to Configuration Instructions for Enhancements and Updates

Instructions for ACR 468


The 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.

Preinstallation Instructions for ACR 468


Before 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.

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Unregistering SDK 5.5 SDK


1
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"

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 Software


1
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 3

Double-click on vcredist_x86.exe to install Microsoft Visual Studio 2005 redistributables. 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.

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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.

Back to Configuration Instructions for Enhancements and Updates

Instructions for ACR 471


For 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. Back to Configuration Instructions for Enhancements and Updates

Instructions for ACR 474 and ACR 508


This 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.

Release Notes for ACR 474 and ACR 508


The following topic documents known issues with ACR 474 and ACR 508.

251D ST2: NOTIFICATION TO SCE FROM SIEBEL MUST INCLUDE THE EFFECTIVE DATES Category: Oracle Order to Activate Integration Product Version: Siebel 8.1.1.3 Bug ID: 9471608 Whenever a product class is created in the Siebel application, a notification is sent to the SCE "product to service mapping specialist". The notification must consist of effective dates of the product class. The notification sent by the Siebel application does not have the effective dates. Use the procedures in the following section to address this issue.

Product Class Email Notification Use the following procedure to change the business object name.

To change the BO name to communication template 1 2 3


Navigate to Administration - Communication > All Templates > Templates. Query for "Attribute Defn Template" and click on Simple View. In Pick Available Substitutions change the object to "SWI Admin Attribute VOD Definition".

Use the following procedure to edit/configure email template text.

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To edit/configure email template text 1


Create a notepad file called "Attribute_Version_Template.txt" and add the following values: Attribute Version Details ======================== ________________________________________ | Effective Start Date: [Required Start Date] | | Effective End Date: | | VOD Version Number: [Version] ________________________________________ [Required End Date]

2 3 4 5

Navigate to Administration - Communication > All Templates > Template Items. Query for "Attribute Defn Template" and click on the Template Items View. Attach the "Attribute_Version_Template.txt" file created in Step 1 in the template item. Change the Iteration Child Business Component to "SWI Attribute Versions BusComp (Notify)" and check Substitue Values and Message Body.

Use the following procedure to change the LOV values for Product Class Email Notification.

To change the LOV values 1 2 3 4 5 6 7 8


Navigate to the Administration - Data > List Of Values view. Query for Type equals COMM_RECIP_SRC and Display Value equals Product Class Defn BC. Change the values in the Language-Independent Code column to SWI ISS Class VOD BusComp (Notify). Click Clear Cache to clear the cache. Navigate to the Administration - Data > List Of Values view. Query for Type equals COMM_RECIP_SRC and Display Value equals Product Class Defn BO. Change the values in the Language-Independent Code column to SWI Admin ISS Class Definition Click Clear Cache to clear the cache.

Attribute Details Email Notification Use the following procedure to change the business object.

To change the BO name to communication template 1


Navigate to Administration - Communication > All Templates > Templates.

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2 3

Query for "Product Class Template" and click on Simple View. In Pick Available Substitutions change the object to "SWI Admin ISS Class Definition".

Use the following procedure to edit/configure email template text.

To edit/configure email template text 1


Create a notepad file called "Class_Version_Template.txt" and add the following values: Product Class Version Details ============================= _____________________________________________________ | Effective Start Date: [Required Start Date] | | Effective End Date: [Required End Date] | | VOD Version Number: [Version] ______________________________________________________

2 3 4 5

Navigate to Administration - Communication > All Templates > Template Items. Query for "Product Class Template" and click on Template Items View. Attach the "Class_Version_Template.txt" file created in Step 1 in the template item. Change the Iteration Child Business Component to "SWI ISS Product Versions BusComp (Notify)" and check Substitue Values and Message Body.

Use the following procedure to change the LOV values for Attribute Email Notification.

To change the LOV values 1 2 3 4 5 6 7 8


Navigate to the Administration - Data > List Of Values view. Query for Type equals COMM_RECIP_SRC and Display Value equals Attribute Defn BC. Change the values in the Language-Independent Code column to SWI Attribute VOD BusComp (Notify). Click Clear Cache to clear the cache. Navigate to the Administration - Data > List Of Values view. Query for Type equals COMM_RECIP_SRC and Display Value equals Attribute Defn BO. Change the values in the Language-Independent Code column to SWI Admin Attribute VOD Definition. Click Clear Cache to clear the cache.

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SET PRICING COMMIT TYPE AND DYNAMIC DISCOUNT METHOD Category: Web Service Subcategory: Other Product Version: Siebel 8.1.1.3 Bug ID: 11724422 This bug enhances the Product/Promotion Web Service to support more attributes. Use the following workaround to address this issue.

To address Bug 11724422 1 2 3 4


Within the Siebel application, navigate to Site Map > Administration Integration > Data Map Editor. Query for the "SWI Promotion" integration object map. Query for "SWI Promotion Header" integration component map in the bottom applet. Click New in the Integration Field Map Applet, and enter the following values:

a b 5 6

Enter "Pricing Commit Type" in Target Field Name. In the Source Expression field name enter "IIF([Pricing Commit Type] IS NULL,LookupValue("PRICE_OVERRIDE_TYPE", "Dynamic"),[Pricing Commit Type])"

Save the record. Click New in the Integration Field Map Applet, and enter the following values:

a b 7

Enter "Dynamic Discount Method" in Target Field Name In the Source Expression field name enter "IIF([Dynamic Discount Method] IS NULL , LookupValue("DISCOUNT_OVERRIDE_TYPE", "Amount") ,[Dynamic Discount Method])"

Save the record and close the Siebel application.

ERROR UPDATING A PROMOTION IN SIEBEL WITH SYNCCHILD FLAG SET AS 'Y' Category: Web Service Subcategory: Other Product Version: Siebel 8.1.1.3 Bug ID: 11842102

To address Bug 11842102 1 2 3


Within the Siebel application, navigate to Site Map > Administration Integration > Data Map Editor. Query for the "SWI Promotion Override Internal to External" integration object map. Query for "Product Components" integration component map in the bottom applet.

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Change the Source Componenet Map to SWI ISS Promotion Product Component Override from SWI ISS Promotion Product Components Save the record and close the Siebel application.

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 2 3 4

Log into the Siebel application, and navigate to Administation - Runtime Events > Action Sets. Query for the MergeAction action set. Uncheck the Active check box to inactivate this action set. 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 FIELD Category: 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 2

Within Siebel Tools, navigate to Business Component and query for MACD Order Entry - Orders or MACD Quote. In MACD Order Entry - Orders add a field with the following values:

Name: As Of Date Column: STATUS_DT Type: DTYPE_UTCDATETIME

In MACD Quote, add a field with the following values:

Name: As Of Date

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Column: STATUS_DT Type: DTYPE_UTCDATETIME

4 5 6 7

Navigate to Integration Object, and query for SIS OM Order or SIS OM Quote. Add the Status As Of Date field to IC MACD Quote, and add the As Of Date field to IC MACD Order Entry - Orders. Navigate to Business Service, and query for "SIS OM PMT Service". 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]"

Compile the changes to the SRF.

CLEAR FULFILLMENT STATUS AND STATUS CONTEXT FOR CANCEL ORDER Category: 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 2 3 4 5

Log into Siebel Tool, and query for the SWICancel Sales Order workflow. Click Revise in the WF/Task Editor Toolbar to create a new version of the completed workflow and increment the version number Right-click SWICancel Sales Order (the one with status In Progress) and select Edit Workflow Process. In the Workflow Designer, select the Siebel Operation Step called "Update Fulfillment Mode and Status for Header". 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: Field Name Fulfillment Status Code Back Office Error Text Type Literal Literal Value

Add a new Siebel Operation Step between "Update Fulfillment Mode and Status for Header" (Siebel Operation Step) and "Submit" (Sub Process).

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Right-click, select View Properties Window and modify the properties of the Siebel Operation Step as follows: Business Component Business Component Operation Name Order Entry - Line Items Order Entry - Line Items Update Update Fulfillment Status and Status Context for Line Items

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: Field Name Fulfillment Status Code Status Context Type Literal Literal Value

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: xpression Business Component Order Entry - Orders Filter Business Component Order Entry - Line Items

Type Expression

Search Specification "[Order Header Id] ='" + [&Object Id] + "'"

10 Save all of your cha nges and publish/activate the workflow.


PROBLEM WITH ADJUSTMENT EFFECTIVE DATE Category: 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 Article ID 557191.1. Copy the FR_12-1ZV9SD1_AIA25_Invoice.sif file attached to the article.

Table Changes Use the following procedure to edit the S_INV_ADJ table.

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To edit the S_INVOICE_ADJ table 1 2 3 4 5


Log into Siebel Tools, and from the menu bar, select Import from Archive. Import the "FR_12-1ZV9SD1_AIA25_Invoice.sif " file using merge as the Conflict Resolution Option. Query for the 'S_INVOICE_ADJ' OR 'S_INVC_ADJ_ITEM' tables. Select the rows and click the Apply/DDL button. Compile the changes to the srf.

Business Component Changes

To edit the CMU Billing Invoice Adjustment BC 1 2


Log into Siebel Tools, and query for the CMU Billing Invoice Adjustment business component. Change the following column for the Adjustment Effective Date field for the business component: Name Type Value DTYPE_UTCDATETIME

Save the changes, and then compile them to the SRF.

To edit the CMU Invoice Adjustment BC 1 2


Log into Siebel Tools, and query for the CMU Invoice Adjustment business component. Change the following column for Adjustment Effective Date field: Name Type Value DTYPE_UTCDATETIME

Save the changes, and then compile them to the SRF.

To edit the FS Invoice Adjustment BC 1 2


Log into Siebel Tools, and query for the FS Invoice Adjustment business component. Change the following column for the Adjustment Effective Date field: Name Type Value DTYPE_UTCDATETIME

Save the changes, and then compile them to the SRF.

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To edit the SIA Invoice Adjustment External Items BC 1 2


Log into Siebel Tools, and query for the SIA Invoice Adjustment External Items business component. Change the following column for the Adjustment Effective Date field: Name Type Value DTYPE_UTCDATETIME

Save the changes, and them compile them to the SRF.

To edit the CMU Billing Invoice Adjustment External Items BC 1 2


Log into Siebel Tools, and query for the CMU Billing Invoice Adjustment External Items business component. Change the following column for the Adjustment Effective Date field: Name Type Value DTYPE_UTCDATETIME

Save your changes, and then compile them to the SRF.

To edit the CMU SIA Invoice Adjustment External Items BC 1 2


Log into Siebel Tools, and query for the CMU SIA Invoice Adjustment External Items business component. Change the following column for the Adjustment Effective Date field: Name Type Value DTYPE_UTCDATETIME

Save the changes, and then compile them to the SRF.

To edit the CMU Invoice Adjustment External Items BC 1 2


Log into Siebel Tools, and query for the CMU Invoice Adjustment External Items business component. Change the following column for the Adjustment Effective Date field: Name Type Value DTYPE_UTCDATETIME

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Save your changes, and then compile them to the SRF.

Integration Object Changes

To edit the CMU Request Adjustment IO 1 2 3


Log into Siebel Tools, and query for the CMU Request Adjustment integration object. Query for FS Invoice Adjustment integration component. Change the type for the Adjustment Effective Date integration component field: Name Data Type External Data Type Value DTYPE_UTCDATETIME DTYPE_UTCDATETIME

4 5

Query for the SIA Invoice Adjustment External Items integration component. Change the following Data Type for the Adjustment Effective Date integration component field: Name Data Type External Data Type Value DTYPE_UTCDATETIME DTYPE_UTCDATETIME

Save your changes, and then compile them to the SRF.

To edit the CmuRequestAdjustmentIo IO 1 2 3


Log into Siebel Tools, and query for the CmuRequestAdjustmentIo integration object. Query for the FS Invoice Adjustment integration component. Change the type for the Adjustment Effective Date integration component field: Name Data Type External Data Type Value DTYPE_UTCDATETIME DTYPE_UTCDATETIME

Query for the SIA Invoice Adjustment External Items integration component.

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Change the Data Type for the "Adjustment Effective Date integration component field: Name Data Type External Data Type Value DTYPE_UTCDATETIME DTYPE_UTCDATETIME

Save your changes, and then compile them to the SRF.

PRODUCT SYNC FAILS FROM SIEBEL TO BRM Area: 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 2 3 4 5 6 7 8


From within the Siebel application, navigate to Site Map > Administration Integration > Data Map Editor, and query for the Product Integration integration object map. In the bottom applet, query for the Product integration component map from the bottom applet. Within the Integration Field Map applet, click Query, and enter Pricing Commit Type in the Target Field Name field. In Source Expression Field Name, enter "IIF([Pricing Commit Type] IS NULL,LookupValue("PRICE_OVERRIDE_TYPE", "Dynamic"),[Pricing Commit Type])". Save the record. Within the Integration Field Map applet, click Query, and enter "Dynamic Discount Method" in Target Field Name. In Source Expression Field Name, enter "IIF([Dynamic Discount Method] IS NULL , LookupValue("DISCOUNT_OVERRIDE_TYPE", "Amount") ,[Dynamic Discount Method])". Save the record and log out of the Siebel application.

Error Message Occurs When Variable Maps Released Area: Comm/Energy Subarea: Order Management Product Version: Siebel 8.1.1.3 Fix Pack Change Request: 12-1YK6RG0

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Use the following workaround to address this issue.

To address CR 12-1YK6RG0 1 2 3 4 5
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. Rename the variable map to "Default Pricing Variable Map - Row Set - original". Copy the variable map from the applet-level menu, and rename it as "Default Pricing Variable Map - Row Set". Lock the variable map and then release it. Follow Step 1 through Step 4 for the "Default Pricing Eligibility Variable Map - Row Set" variable map.

Siebel Workflow Process Manager Leaks Memory


Category: 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

Add the missing translations in the Translations applet.

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Follow-On Orders Can Be Submitted Before Base Orders Category: 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 b c

For each root line item, check if it has Base Order Line Item Id. Get the Order Id of the Base Order Line Item Id. 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 Orders Category: 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 b c

For each root line item, check if it has Base Order Line Item Id. Get the Order Id of the Base Order Line Item Id. 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.

Sales Order Form Buttons Not Disabled After Cancel Order Starts Category: Comm Media Energy

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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 2 3
Navigate to Siebel Tools > Applets and query for "Order Entry - Order Form Applet Dashboard (Sales)". Navigate to Applet User Properties. 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')

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 Compile the changes.

COPY ORDER DOES NOT ASSIGN NEW ASSET INTEGRATION ID FOR COPIED ORDERS Category: 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. 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.

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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 2 3 4


Log into Siebel Tools. Within the Object Explorer, select Applet. Query for the Order Entry - Order Form Applet Dashboard (Sales) applet. 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]'

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 2 3 4
Within the Siebel application, navigate to the Sales Order screen. Click the List link and navigate to the Sales Order Details screen. Drill down on the Order # and navigate to the Line Items view. Within the Line Items list applet, select Reprice All from the menu. 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.

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2 3

Within the System Preference Name field, query for Cancel Error Mode and set the value of the System Preference field to 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 2 3 4 5 6
Within the Siebel application, navigate to Site Map > Administration - Data Validation. Click the Ruleset hyperlink, and query for SWI Order Validation Rule Set in the Ruleset applet. Click Revise to revise the ruleset. Click the SWI Order Validation Rule Set hyperlink, and query for SWI Validate Due Date in the Rules applet. Modify the rules property as follows:

Apply To: All Records

Activate the ruleset.

Unpacking the AIA251.zip File


1 2
Navigate to the Siebel Tools installation directory <Tools Install Directory>\REPPATCH. 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. \ACR474_Workaround. This file contains the Release Notes and workaround information. \8113_Addendum.

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

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\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 Database


As 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 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

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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

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 database


The 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 EIM_ASSET1 EIM_ALERT_CUT EIM_INVOICE EIM_ORDER EIM_ORDER1 EIM_ORDER_ITEM1 EIM_PROD_INT1 EIM_QUOTE EIM_QUOTE_IT1

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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

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 Changes


As 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 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

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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 Table FieldService Table FleetManagement Table Forecast Table Household Table NetworkOrderManagement Table OnPremise-OnDemand Table Opty Table Order Table Organization Table Person

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Table PriceList Table Product Table Quote

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 database


The 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 Changes


As part of the ACR474 release, EIM changes have been done on the database. The REPPATCH\AIA251\ACR474\DMGSchemaChanges\ACR474_EIMTables.sif file contains all the changes for the following existing tables: EIM_ACCOUNT EIM_ACCOUNT1 EIM_ASSET1 EIM_CONTACT EIM_CONTACT2 EIM_GROUP EIM_GROUP_DTL EIM_OPTY EIM_OPTY_DTL 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

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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 EIM Organization EIM Person EIM PriceList EIM Product EIM Quote

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 database


The 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.

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Importing Seed Data for ACR 463


NOTE: As stated earlier, ACR 463 provided the AIA COM 2.4 release.

Create an ODBC entry for the database where you plan to import the seed data.

a b c d

Navigate to Start > Settings > Control Panel > Administrative Tools > Data Sources (ODBC), navigate to the System DSN tab, and click Add. Select the "Siebel Oracle90" driver (from Datadirect Technologies). Enter a data source name (such as DevelopmentDB). 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 2 3 4

Test your connection and click OK when tested successfully.

Navigate to the directory where you installed Siebel Tools and change the directory to REPPATCH\AIA251\ACR474\SeedData\ACR463_SEED. Before executing the next step, make sure that the dataimp.exe file exists in the <Tools Install Directory>/bin directory. 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.

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_aiacom 24.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.

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.

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 474


1
Create an ODBC entry for the database where you plan to import the seed data.

Navigate to Start > Settings > Control Panel > Administrative Tools > Data Sources (ODBC) > System DSN tab, and click Add.

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b c d e f 2 3 4

Select the Siebel Oracle90 driver (from Datadirect Technologies). Enter a data source name (such as DevelopmentDB). Enter the server name to connect to: For Oracle, enter the TNS service name that you created to connect Siebel Tools to the database. Test your connection and click OK when tested successfully

Navigate to the directory where you installed Siebel Tools and change the directory to REPPATCH\ACR474. Before executing the next step, make sure that the dataimp.exe file exists in the <Tools Install Directory>/bin directory. 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)

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 6or Step 7.

For ENU (English Language) customers:

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 7

Review the <Tools Install Directory>\temp\dataimp_seed.log file to make sure that the import completed successfully.

For customers using languages other than ENU:

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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 c

Review the <Tools Install Directory>\temp\dataimp_seed.log file to make sure that the import completed successfully. 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

Review the <Tools Install Directory>\temp\dataimp_seed.log file to make sure that the import completed successfully.

Updating ACR 474 EIM Files


As 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 eim_export_lookup_bu_name.sql : <Installation Location>\SERVER\siebsrvr\ADMIN

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Siebel Tools Changes for ACR 474


1
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.

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 Contact Contact (SSE)

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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 ISS Promotion Workflow ISS VOD Import Export

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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 Table Product Table Promotions

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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

Import the rest of the SIF files from the SIFFiles folder into Siebel Tools:

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.

Check the logs in <Tools Install Directory>/importLogsAcr474 directory.

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c d

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. 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.

(Optional) If you are installing languages other than ENU:

a b c d 5 6

Navigate to Select > Tools > Utilities > Locale Management to import LMU files for the specific language from the LMU folder into Siebel Tools. Select Source Language = English American Target Language = <Specific Language> Click the Import tab and then Browse to locate the LMU file you want to import and click Import.

Stop Siebel Server, if it is running. 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

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. Copy the Web Template file CZConfigurator.swt and CZView.swt from the WebTemplate folder into Siebel Server <Siebel Server Install folder >\WEBTEMPL. Copy the CZReturn.html file from the HTML folder into the SWE Server <SWE Server Install folder >\eappweb\PUBLIC\enu. folder >\ADMIN.

8 9

10 From the EIM folder, copy the files with extension "ifb" in Siebel Server <Siebel Server Install 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. 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. Project SIS OM Base Architecture SIS OM Base Architecture ABO Bulk Request ABO Bulk Request ABO Bulk Request ABO Bulk Request ABO Bulk Request ABO Bulk Request COM Workflows Cfg RTC Web Service Integration CMU Billing Integration CMU Billing Integration CMU Billing Integration CMU Billing Integration CMU Billing Integration Web Service Integration Web Service Integration Web Service Integration Web Service Integration Row Set Transformation Toolkit ISS Promotion Workflow ISS Promotion Workflow Web Service Integration Web Service Integration Web Service Integration Row Set Transformation Toolkit Prepaid Service 8.1 SIS OM Base Architecture SIS OM Base Architecture

Workflow Name *SIS OM Disconnect Asset Sub-process *SIS OM Move Process ABO Bulk Request -Validate Process ABO Bulk Request - Clear Exception Process Workflow ABO Bulk Request - Parallel Sub Process Workflow ABO Bulk Request - Prepare Action Set Sub-Process Workflow ABO Bulk Request - Submit Process Workflow ABO Bulk Request Add Item Customize Process Account - New Order Basic Pricing Procedure CMU Credit Alert Status Sync CMU SIA Submit Adjustment Request to External CMUBalanceDetailsEventAdjustmentWF CMUEventDetailsAdjustmentWF CMUInvoiceAdjustmentWF CMUItemChargeAdjustmentWF CMUUnbilledEventAdjustmentWF CMUUnbilledNonCurrencyEventAdjustmentWF CZ PSP Interface CZ Return Dynamic Pricing Procedure ISS Promotion Disconnect Process ISS Promotion Upgrade Process Oracle Configurator Load Oracle Verify Complex Product All (Order) Oracle Verify Complex Product All (Quote) Pricing Procedure - Calculate Net Price SIA External Integration Process SIS OM Add Service Charge Order Sub-Process SIS OM Add Service Charge Quote Sub-Process

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Workflow Name SIS OM Add Service Charge Sub-Process SIS OM Disconnect Products & Services Process SIS OM Edit Complex Asset Workflow SIS OM Edit Delta Quote Line Item SIS OM Edit Service Order Line Item SIS OM Modify Products & Services Process SIS OM Order Line Item Update Main SIS OM Submit Order Process SIS OM Suspend / Resume Asset Sub-Process SIS OM Suspend / Resume Products & Services Process SISOMBillingSubmitOrderWebService Submit Order ASI Submit Quote ASI SWI Account Update Workflow SWI Address Update Workflow SWI Asset Status Update SWI Billing Profile Update Workflow SWI Cancel Sales Order Line Item SWI Cancel Sales Order_O2C SWI Configurator Load SWI Contact Update Workflow SWI External Account Integration Process SWI External Account Request Sync Process SWI External Contact Integration Process SWI External Contact Req Integration Process SWI External Contact Request Sync Process SWI External Customer Req Integration Process SWI External Product Sync Workflow SWI Initial Load Non CP Order Release SWI Parent Order SWI Special Rating - Synchronize Process SWI TSQ Order

Project SIS OM Base Architecture SIS OM Base Architecture SIS OM Base Architecture SIS OM Base Architecture SIS OM Base Architecture SIS OM Base Architecture SIS OM Base Architecture SIS OM Base Architecture SIS OM Base Architecture SIS OM Base Architecture CMU Billing Integration COM Workflows COM Workflows Web Service Integration Web Service Integration CMU Billing Integration Web Service Integration Web Service Integration Web Service Integration Web Service Integration Web Service Integration Web Service Integration Web Service Integration Web Service Integration Web Service Integration Web Service Integration Web Service Integration Web Service Integration Web Service Integration Web Service Integration Web Service Integration Web Service Integration

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Workflow Name SWIAdjustmentStatusUpdate SWICancel Sales Order SWICopyOrder SWIOrderUpsert SWIOrderUpsert_O2C SWIOrderUpsertSubProcess SWIQuoteUpsert SWIReviseOrderValidation SWISendATPCheck SWISendATPCheckLine SWISendCalculateShippingCharge SWISendCreditCheck SWISendOrder SWISendPaymentAuthorization SWISendQuote SWISetTBOEndDate SWIValidateDependentOrders Verify Header (Order) Verify Item (Order)

Project Web Service Integration Web Service Integration Web Service Integration Web Service Integration Web Service Integration Web Service Integration Web Service Integration Web Service Integration Web Service Integration Web Service Integration Web Service Integration Web Service Integration Web Service Integration Web Service Integration Web Service Integration CMU Billing Integration Web Service Integration COM Workflows COM Workflows

NOTE: The asterisks denote workflows that were not modified for ACR 474.

a b

Select Workflow Process in Siebel Tools Object Explorer. 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.

13 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

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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

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.

a b c d e

Repeat Step b and Step for of all the workflows in the folder. Log in to the Siebel application as an administrator. Navigate to the Site Map, and click Administration - Business Process. Navigate to Workflow Deployment > Repository Workflow Process. Query for the workflow processes and activate them.

NOTE: It is recommended that you reload the runtime events after activating the workflows.

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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14 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.

15 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

16 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.

17 Import and activate the workflows listed in the following table from
\AIA251\ACR474_Workaround\WFs into Siebel Tools: New/ Modified Modified Modified

Process Name Pricing Procedure - Calculate Net Price Toolkit SIS OM Edit Service Order Line Item

Project Row Set Transformation SIS OM Base Architecture

a b

Within Siebel Tools > Object Explorer, select Workflow Process. 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. Activate the workflows by clicking on Deploy+ Activate button to activate the workflows. Repeat Step b and Step c c for of all the workflows in the folder.

c d

18 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

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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

19 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.

20 If the Table Promotions project is not already locked, lock it. 21 Within Siebel Tools, query for the S_PRO_CFG_ITEM table. 22 Use the "Apply/DDL" button to apply the changes to the physical database. 23 Import the workflows listed in the following table into Siebel Tools and then activate the
workflows. Process Name SWI External Account Integration Process SWI External Contact Integration Process SWI External Contact Req Integration Process SWI External Customer Req Integration Process New/Modified Modified Modified Modified Modified Project Web Service Integration Web Service Integration Web Service Integration Web Service Integration

a b

Within Siebel Tools > Object Explorer, select Workflow Process. 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. Click the Deploy+ Activate button to activate the workflows. Repeat Step b and Step c for of all the workflows in the folder.

c d a b

24 Modify the run time events for promotions:


Navigate to the Administration - Runtime Events screen. Click the Action Sets view. Three applets appear.

In the first applet, Action Sets, search for the 'Cache Refresh BC - ISS Promotion Pricing Components List Applet' Action Set.

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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.]

25 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 a b

Release a new version of each of the above objects and then bounce the server.

26 Release the signal:


Navigate to Site Map > Admin - Order Management > Signal and query for the ReviseCopyOrder signal. Release a new version of the above object and then bounce the server.

27 Enable component groups for order creation.


NOTE: Bounce the server after enabling the compgrp and synchronizing it.

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>

After enabling the necessary components, navigate to Administration - Server Configuration > Enterprises > Synchronize. Select all the records and then click Synchronize.

28 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 c

Delete all the records. 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.

29 Restart the Siebel Server. 30 Launch the Siebel Communications application. 31 Complete the following steps for defining the end point URL for ABS (Outbound Webservices) a b c
Log into the Siebel application as an administrator and navigate to the Site Map. Select Administration - Web Service > Outbound Web Services. 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 e

Change the Address field for each outbound Web service to point to http:// ap6039fems.us.oracle.com:7797. 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 Policies


In 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). Component Name Enterprise Integration Mgr EAI Object Manager (ENU) Workflow Process Manager Workflow Process Batch Manager Workflow Monitor Agent Generate Triggers Component Alias EIM EAIObjMgr_enu WfProcMgr WfProcBatchMgr WorkMon GenTrig Component Group EAI EAI Workflow Workflow Workflow Workflow

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 2 3


Navigate to Administration -> Server management -> Jobs) to generate trigger. Create a Job for Component Generate Triggers by clicking New and typing Generate Triggers under Component/Job. Define the Job Parameters with the following values:

EXEC = TRUE

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Privileged User = <Table Owner> Privileged User Password = <Table Owner> Remove = TRUE Trigger File Name: trigger.sql

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 Agent


1 2 3 4
Navigate to Administration - Server Configuration > Enterprises > Component Definitions, and query for WorkFlow*. Make a copy of the Workflow Monitor Agent in Administration - Server Configuration -> Component Definition and change the name to "Workflow Monitor Agent SWI". Change the Alias name to 'WorkMonSWI'. 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). Change the Action Interval to a value 5. Change the Sleep Time to a value 15. Change the Default Task to 1. Change the status of the new component to "Active" by clicking Activate. Synchronize the components.

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Configuring Default Task for Workflow Monitor Agent


Server 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 2 3


Navigate to Administration - Server Configuration > Servers. 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. Under the Parameters subtab, query for Show Advanced Objects.

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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.

Change the Default Task parameter to 1.

Starting the Tasks for Workflow Monitor Agent for Customer Synchronization
This section describes the steps to start tasks for the component that is online/enabled.

1 2

Navigate to Administration - Server Management and select Tasks. Query for the Task "WorkMonSWI" and Start Task. Alternatively, use Server Manager to start task.

Start srvrmgr. srvrmgr /g <gatewayserver> /e <enterpriseserver> /s <siebelserver> /u <userid> /p <password>

Start task for component WorkMonSWI.

To restart the server 1 2 3


Stop the Siebel Server. Rename the existing diccache.dat file in the path <Installed Directory> \ses\siebsrvr\bin. Restart the Siebel Server.

Generating the Trigger


Make sure that the User SADMIN has the necessary privileges for generating triggers before running this procedure.

To generate the trigger 1 2 3


Navigate to Administration > Server management > Jobs. Create a job for the "Generate Triggers" component by clicking New and typing "Generate Triggers" under Component/Job. 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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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.

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. If errors occur, check whether all configurations have been done properly and then repeat To restart the server on page 206 and To generate the trigger on page 206.

Enabling Required System Preferences


Use 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.

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. Query for 'Cancel Error Mode' in the 'System Preference Name' field and set the 'System Preference Value' to 3 (the default value). Update the AIA Version system preference according to the AIA version that you are using. The following versions are available:

3 4

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.

Restart the Siebel Server.

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Setting Up the Integration User


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. The following procedures describe the process of setting up the integration user: Steps Login as SADMIN Navigate to Administration-User ' Employee view Configure a new integration user by setting the integration user flag to Y for a specific user. The list applet should contain the integration user flag Expected Result

Setting Order Priority for AQ


Use the following procedure to set order priority for AQ.

1 2 3

Navigate to the Administration - Data > List Of Values view. Query for Type equals SWI_ORDER_JMS_PRIO_MAPPING. Change the values in the Language-Independent Code column to define the new mapping as per following table: Display Value Low Medium High Urgent Language-Independent Code 6 4 2 0

Click Clear Cache to clear the cache.

Advanced Queue Configuration


1
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. Copy Siebel.jar and SiebelJI_enu to D:\JMS folder, these jar files can be found in <Siebel Server installation directory>\classes folder Copy jndi.jar file from FMW to D:\JMS\j2ee\home\lib folder. Copy "com/evermind/util/JCAProperties.class" from the oc4j-internal.jar file to the D:\JMS folder.

2 3 4

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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.

Create a Named Subsystem in the Siebel application through the server management.

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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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\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:\J MS\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 with DLL= /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.

Log into the Siebel application and navigate to Site Map > Administration Server Configuration > Profile Configuration.

a b c

Query for the Profile with Alias Name JAVA in the profile list and make sure the parameters are correct. For the Windows environment, edit the value of VMOPTIONS to -Djms.log=D:\JMS\log\jms.log. 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.

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 2


Navigate to Site Map > Administration - Web Services > Outbound Web Services and query for SWI*. 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.

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

After changing the address, click Clear Cache.

Required Tasks for the Order to Cash PIP


NOTE: 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 2


Log into the Siebel application, and navigate to Site Map > Administration - Server Configuration > Servers > Parameters. Query for the corresponding object manager for the application (such as htimObjMgr_enu for application HTIM).

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3 4

Query for the Order Management - Enable Asset Based Ordering parameter in the parameter list for the component, and set the value to False. Restart the Siebel Server.

Running EIM Data Migration


This section describes how to run the EIM jobs for implementing the O2C PIP.

Data Migration Sequence The 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. S.No 1 2 4 5 5 6 7 Main Entities Organization Inventory Location Products Post EIM Product Release Pricelist Customers Assets Task Type Manual Manual EIM Manual EIM EIM EIM

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 Availability Use 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.

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2 3 4

Make sure that the Enterprise Integration Manager component within the Workflow Management component group is also active and online. Navigate to the Administration - Server Configuration screen, then Enterprise, then Component Groups, and then the Components Group Assignments view. Make sure that the Enterprise Application Integration Component Group is enabled.

Setting Up Organizations and Inventory Locations Use the following procedure to set up organizations and inventory locations.

To set up organizations 1 2
Navigate to the Administration - Group screen, and then the Organizations view. Create the required organizations. NOTE: Enter information into the Organization Name field but leave the Site field blank.

To set up inventory locations 1 2


Navigate to the Administration - Data screen, and then the Inventory Locations view. Create inventory locations. NOTE: Make sure that the inventory location is associated with the correct location.

Executing the EIM Job


Use 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: Component Product Pricelist Customer Asset IFB File Product.ifb Pricelist.ifb Customer.ifb Asset.ifb

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:

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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 4 5 6

Log into the application with administrator credentials in order to be able to access the Server Management screen. Navigate to the Administration - Server Management screen, and then the Jobs view. Click New and select "Enterprise Integration Mgr" in the Component/Job tab. 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 8

After passing parameters, click Submit Job. 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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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.

Products Product 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 Pricelists In 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 Customers Address: 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 Assets There 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 2 3


From the Jobs view in the Administration - Server Management screen, navigate to the Tasks View in the same screen. Get the Task Number from the Task field. 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 Tasks
You 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 2


Navigate to the Administration - Business Service screen. 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

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.

Click the Run button in the top applet and wait until the job ends.

To get the joint workspace Row ID 1 2 3 4


Navigate to the Administration - Product screen, and then the Workspace Projects view. 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 216). Go to the Menu option and click the About Record method or use the keyboard shortcut (CTRL + ALT + K) while on the active record. 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 2 3 4


Navigate to the Administration - Business Process screen, then Workflow Deployment, and then the Repository Workflow Processes view. 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. 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. 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. Navigate to the Administration - Server Management screen, and then the Jobs view. 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. Navigate to the "Job Parameters" applet and create the following two new values:

5 6 7

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 217.

Click the "Submit" button and wait until the job ends successfully.

Configuring Oracle Configurator


Use the following instructions to apply the run changes for the configuration to the database.

To apply runtime Siebel configuration changes


The following runtime configuration changes need to be done before you can launch Oracle configurator.

1 2

Login to eCommunications/HTIM application from a browser Navigate to Site Map > Administation Business process > Repository workflow process.

a b 3 a b c d e f g

In the top applet Query for the workflows imported above and activate them. Make sure they are in active state by querying in the bottom applet.

Navigate to Site Map > Administation Order Management > Signals. Query for the Signal "Customize". Lock the signal record and click on Workspace. Change the service name to SWI Configurator Load. Navigate back to Signals view and click the "Release New Version" button to release a new version of the signal. Query for the Signal "QuotesAndOrdersValidate". Lock the signal record and click on Workspace. 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 5

Navigate to Administration Runtime Events > Events and click Menu > Reload Runtime Events. Navigate to Administration - Application > Views.

Click New to create the following new views:


CZRuntimeInstanceView (JS) CZRuntimeInstanceView (JS) - Agreement CZRuntimeInstanceView (JS) - Order (Sales) CZRuntimeInstanceView (JS) - Favorites

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.

Navigate to Administration - Integration > WI Symbolic URL List.

a b

From the top applet use the drop-down menu (bold highlighted menu) and select Host Administration. Add a new host entry:

Host Name: <Oracle EBIZ host name:port number> for example qapache.us.oracle.com:3710 Virtual Name: OracleConfigurator

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

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.

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. Continue to add arguments to the same URL.

Name: username Required Arg: Checked Argument Type: Command Argument Value : UserLoginId Append as argument: Checked

Add the final argument


Name: password Required Arg: Checked Argument Type: Command Argument Value: UserLoginPassword Append as argument: Checked

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

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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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 2 3 4


Log in to Oracle Applications with credentials that have the Sys Administrator privilege. Choose Application > Register. Forms will start up. The form page for Applications > Register should be displayed. If not, navigate to the form. 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 6

Change responsibility to Configurator Administrator. 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 Setup


1 2 3 4
Log in to the eCommunications/HTIM application from a browser. Navigate to Administation Web Services > Outbound Web Services. Click Import to import 'ESB_ConfiguratorCopyConfigEbizAdapter_Service.XML'. 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.

After importing, change the IP Address on the Service Ports (middle applet) for each of the above Web Services.

Copy Config Data Map Setup


1 2
Log in to eCommunications/HTIM application from a browser and navigate to Administration Application > Data Map Administration. 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 Setup


1 2
Stop the Siebel Server. 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.

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 5

Reset the DoCompression parameter in the [defaults] section. It should now be DoCompression=FALSE. Restart the machine. NOTE: Restarting the Siebel Server will not be enough.

Applying Changes for the Signal


1 2
Navigate to Administration - Order Management > Signal. 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.

Table 12. CalculateShippingAndTax Signal


Service Name SWISendCalculateShippingCha rge ISS Tax Calculation Service ISS Shipping Calculation Service ISS Tax Calculation Service ISS Shipping Calculation Service Service Type Workflow Business Service Business Service Business Service Business Service Sequence 1 2 3 2 3 Condition SystemPreference("Enable AIA OrderToCash")="TRUE Active Yes Yes No Yes Yes Mode Order Order Order Quote Quote

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Table 13. CreditCardAuthentication Signal


Service Name SWISendPaymentAuthorization ISS Credit Card Transaction Service ISS Credit Card Transaction Service Service Type Workflow Business Service Business Service Sequence 1 2 2 Condition SystemPreference("Enable AIA OrderToCash")="TRUE Active Yes Yes Yes Mode Payment Payment Quote

Table 14. RunCreditCheck Signal


Service Name SWISendCreditCheck Service Type Workflow Sequence 1 Condition SystemPreference("E nable AIA OrderToCash")="TRU E Active Yes Mode Payment

ISS Credit Check Service

Business Service

Yes

Table 15. ATPInquire Signal


Service Name SWISendATPCheckLine ISS ATP Service Service Type Workflow BusinessService Sequence 1 2 Condition SystemPreference("Enable AIA OrderToCash")="TRUE Active Yes Yes Mode Order

Table 16. ATPInquireAll Signal


Service Name SWISendATPCheck Service Type Workflow Sequence 1 Condition SystemPreference("E nable AIA OrderToCash")="TRU E Active Yes Mode Order

ISS ATP Service

Business Service

Yes

Table 17. Customize Signal


Service Name SWI Configurator Load Service Type Workflow Sequence 1 Condition SystemPreference("Enable AIA OrderToCash")="TRUE Active Yes Mode

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Table 18. QuotesAndOrdersValidate Signal


Service Name PSP Driver Workflow Process PSP Driver Workflow Process Verify Header (Order) Oracle Verify Header (Order) Verify Item (Order) Oracle Verify Item (Order) PSP Driver Workflow Process PSP Driver Workflow Process Verify Item (Quote) Oracle Verify Item (Quote) Verify Header (Quote) Oracle Verify Header (Quote) Service Type Workflow Workflow Workflow Workflow Workflow Workflow Workflow Workflow Workflow Workflow Workflow Workflow Sequence 1 1 2 2 2 2 1 1 2 2 2 2 SystemPreference("Enable AIA OrderToCash")<>"TRUE SystemPreference("Enable AIA OrderToCash")="TRUE SystemPreference("Enable AIA OrderToCash")<>"TRUE SystemPreference("Enable AIA OrderToCash")="TRUE SystemPreference("Enable AIA OrderToCash")<>"TRUE SystemPreference("Enable AIA OrderToCash")="TRUE SystemPreference("Enable AIA OrderToCash")<>"TRUE SystemPreference("Enable AIA OrderToCash")="TRUE Condition Active Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Mode Order Order Order Order Order Order Quote Quote Quote Quote Quote Quote

Fixing State Model for Quote Status


To make Quote Status work, you can extend the related State Model activation date.

1 2

Navigate to Administration - Application > State Model and search for "TNT SHM Quote Status". Extend its activation date until 2020 (leave day and month as sysdate).

Other Order to Cash Configuration Steps


1
Inactivate the field map.

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'.

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b 2 a

Inactive this field map by selecting the Inactive Check box.

Change/Activate data validation rules. 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

Activate these five rule sets by clicking the Activate button on the top applet. Business Component PDS Simplified Order Entry Orders Apply To Current Record Return Code O2C-Order002

Rule Name Account

Expression (SystemPreference("E nable AIA OrderToCash")="FALS E") 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)) (SystemPreference("E nable AIA OrderToCash")="FALS E") OR ([Status] = LookupValue("FS_OR DER_STATUS","Booke d")) (SystemPreference("E nable AIA OrderToCash")="FALS E") OR (([Back Office Process Status] IS NULL) OR ([Back Office Process Status] = LookupValue("EAI_OR DER_SYNC_STATUS", "Error on Creating")))

Sequence 1

Status

PDS Simplified Order Entry Orders

Current Record

O2C-Order002

Resubmit

PDS Simplified Order Entry Orders

Current Record

O2C-Order003

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Rule Name Payment

Expression ((SystemPreference(" Enable AIA OrderToCash")="FALS E") OR ((([Payment Method] =LookupValue("PAYM ENT_METHOD_CODE" ,"Credit Card") OR [Payment Method] = LookupValue("PAYME NT_METHOD_CODE"," Purchase Order")) AND [Payment Status] = LookupValue("FUNDR Q_STATUS","Approve d")) OR ([Payment Method] NOT LIKE LookupValue("PAYME NT_METHOD_CODE"," Credit Card") AND [Payment Method] NOT LIKE LookupValue("PAYME NT_METHOD_CODE"," Purchase Order")) OR ([Payment Method] IS NULL))) (SystemPreference("E nable AIA OrderToCash")="FALS E") OR ([Hold Flag] ="N" ) NOT(SystemPreferenc e("Enable AIA OrderToCash")="TRU E" AND ([Request To Cancel] = "Y" AND [Cancel Reason] IS NULL))

Sequence 4

Business Component Payments

Apply To All Records

Return Code O2C-Order004

Credit Hold

PDS Simplified Order Entry Orders

Current Record

O2C-Order005

Cancel Reason not empty

PDS Simplified Order Entry Line Items

All Records

SWI_CANCE L_ORDER_0 02

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Rule Name Card Filled

Expression (SystemPreference( "Enable AIA OrderToCash")="FA LSE") OR (([Payment Method] =LookupValue("PAY MENT_METHOD_CO DE","Credit Card") AND [Credit Card Number - Display] IS NOT NULL) OR [Payment Method] <> "Credit Card")

Sequence 1

Business Component Payments

Apply To Current Record

Return Code O2C-Order-006

Rule Name O2C Account

Expression (SystemPreferen ce("Enable AIA OrderToCash")=" FALSE")OR ([Account Id] IS NOT NULL ) (SystemPreferen ce("Enable AIA OrderToCash")=" FALSE") OR ([Ship To Address] IS NOT NULL) ((SystemPrefere nce("Enable AIA OrderToCash")=" FALSE") OR ([Bill To Address] IS NOT NULL ))

Sequence 1

Business Component PDS Simplified Quote

Apply To Current Record

Return Code O2C-Quote002

O2C Ship Address

PDS Simplified Quote

Current Record

O2C-Quote004

O2C Bill Address

PDS Simplified Quote

Current Record

O2C-Quote003

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Rule Name O2C Already Processed

Expression (SystemPreferen ce("Enable AIA OrderToCash")=" FALSE") OR ([EAI Status] IS NULL OR [EAI Status] = LookupValue("EA I_ORDER_SYNC_ STATUS","Error on Creating") or [EAI Status] = LookupValue("EA I_ORDER_SYNC_ STATUS","Creati ng in Back Office")) (SystemPreferen ce("Enable AIA OrderToCash")=" FALSE") OR ([Status] = LookupValue("Q UOTE_STATUS"," Approved"))

Sequence 4

Business Component PDS Simplified Quote

Apply To Current Record

Return Code O2C-Quote005

O2C Quote Status

PDS Simplified Quote

Current Record

O2C-Quote001

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Rule Name SWI Active Check

Expression (SystemPreferenc e("Enable AIA OrderToCash")="F ALSE")OR ([Account Id] IS NOT NULL ) (SystemPreferenc e("Enable AIA OrderToCash")="F ALSE") OR (([Back Office Process Status] = LookupValue("EAI _ORDER_SYNC_S TATUS","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"))))

Sequence 1

Business Component PDS Simplified Order Entry Orders

Apply To Current Record

Return Code SWI Order Revise 001

SWI Revise Order

PDS Simplified Order Entry Orders

Current Record

SWI Order Revise 002

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Rule Name SWI Revise Order Line

Expression (SystemPreferenc e("Enable AIA OrderToCash")="F ALSE") 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")))) (SystemPreferenc e("Enable AIA OrderToCash")="F ALSE") OR ([Back Office Process Status] = "Created in Back Office")

Sequence 3

Business Component PDS Simplified Order Entry Orders

Apply To All Records

Return Code SWI Order Revise 003

SWI Back Office Check

PDS Simplified Order Entry Orders

Current Record

SWI Order Revise 002

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Rule Name PONR Not Reached

Expression NOT(SystemPref erence("Enable AIA OrderToCash")=" TRUE" AND ([Status] = LookupValue ('FS_ORDER_ST ATUS', 'Shipped')) or ([Status] = LookupValue ('FS_ORDER_ST ATUS', 'Closed')) or ([Status] = LookupValue ('FS_ORDER_ST ATUS', 'Fulfilled')) or ([Status] = LookupValue ('FS_ORDER_ST ATUS', 'Supply Eligible'))) NOT(SystemPref erence("Enable AIA OrderToCash")=" TRUE" AND ([Cancel Reason] IS NULL))

Sequence 1

Business Component PDS Simplified Order Entry Line Items

Apply To All Records

Return Code SWI_CANCEL _ORDER_001

Cancel Reason not empty

PDS Simplified Order Entry Line Items

Current Record

SWI_CANCEL _ORDER_002

4 5

Restart the Siebel Server. Launch the Siebel Communications application.

Required Tasks for the COMM PIP


NOTE: 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.

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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 4

Select Deactivate Rule Set from the submenu. 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 Comms


This 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 2 3


Move the ProcessAlertsAndBillingProf.ifb file from <Tools Installation directory>/REPPATCH/ ACR474/EIM to <Siebel Installation Directory>/ses/siebsrvr/ADMIN. Run the EIM job with the ProcessAlertsAndBillingProf.ifb configuration file. 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 Feature
Users 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 2 3 4 5 6


Navigate to Administration - Users > Users. Add user name and user ID. Add the email address in the contact information of the child applet. Navigate to Administration - Group > User Lists. Query for the "SCE Users" user list. If it does not appear, create it. 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 2


Navigate to Administration - Run Time Events > Action Set. Query for the "EmailNotify" action set.

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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. Sequence 1 2 3 Object Type BusComp BusComp BusComp Object Name Attribute VOD BusComp ISS Class VOD BusComp ISS Joint Workspace BusComp Event PreInvokeMethod PreInvokeMethod PreInvokeMethod Subevent SendEmail SendEmail SendEmail Action Set Name EmailNotify EmailNotify EmailNotify

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]

Create a notepad file called "Class_Template.txt" and add the following values:

Class Name: [Name] Description: [Description] Type: [Type] Object Number: [Object Number]

Navigate to Administration - Communication > All Templates > Template Items.

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4 5 6 7 8 9

Query for "Workspace Attribute Defn Template" and click on Template Items View. Attach the "Attribute_Template.txt" file created in Step 1 in the template item. Navigate to Administration - Communication > All Templates > Template Items. Query for "Workspace Product Class Defn Template" and click on Template Items View. Attach the "Class_Template.txt" file created in Step 2 in the template item. 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. Business Component ISS Joint Workspace BusComp ISS Joint Workspace BusComp Attribute VOD BusComp ISS Class VOD BusComp User Property PackageNameList|Attribute Definition PackageNameList|Product Class Definition PackageNameList PackageNameList Template Name Workspace Attribute Defn Template Workspace Product Class Defn Template Attribute Defn Template Product Class Template

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 2
Navigate to Administration - Communications > Communications Drivers and Profiles. 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 4

Query for "Default SMTP" in child applet. If it does not exist, then create it. Change the SMTP and POP Server details in the grandchild applet, using the following values:

From Address: siebel.product.admin@demohost.siebel.com POP3 Account Name: support POP3 Account Password: support

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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: Business Component ISS Joint Workspace BusComp Attribute VOD BusComp ISS Class VOD BusComp User Property CommProfileOverride CommProfileOverride CommProfileOverride Template Name Default SMTP Profile Default SMTP Profile Default SMTP Profile

To set up the Time-Based Offering feature 1


Create Product Master Data.

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 c

Create a class with the above three attributes.

NOTE: The Class attributes names and the attribute definition names must be identical. 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.

Create Job to Inactive Assets.

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 c d 3 a b

Navigate to Job Parameters and create a new parameters. Select Name Workflow Process Name and specify the Value = SWI Asset Status Update. Select Name as Search Specification and specify the Value if necessary.

Create Revision Data Maps. Navigate to Administration Application, and then Data Map Administration. In Data Map Object, query for Name = Revise Order or ReviseQuote.

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c d 4

In Data Map Component, query for Name = Line Item. In Data Map Field, add the fields that needs to be copied during revision (such as Service End / Service Start Date/Due Date).

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.

Release the data maps:

a b

Navigate to Site Map > Administration- Order Management > Variable Maps. 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

Lock the preceding variable maps and release a new version.

Tasks Required for the MDM PIP


The following tasks are required if you are using the MDM PIP.

To activate the workflow policies 1 2


Navigate to Administration - Business Process Screen, and then Workflow Policies view. 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 4 5

Remove the existing Triggers. Generate the Triggers. Restart Siebel Services.

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.

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To customize the Workspace Release flag 1 2


Navigate to Site Map > Administration - Application > System Preferences. Query for 'Workspace Release Flag', set the value to N, and restart the server.

Back to Configuration Instructions for Enhancements and Updates

Instructions for ACR 475


Use the procedures in the following section to configure ACR 475.

System Requirements for ACR 475


The following section contains information about the supported databases and operating systems for ACR 475.

System Requirements for DRM


DRM 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. Software ADF ANT JDK Weblogic Version 11.1.1.54.7 1.6 1.6 10gR3 Description Oracle framework for the Java application A Java-based build tool Provides runtime for the Java application Java application server

Release Notes for ACR 475


The following section contains information about known issues with ACR 475.

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Querying for New Prospects Causes Error Category: 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.swf Change 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 2

Copy the patch installer onto the local machine. 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

Install the base release and the patch.

Back Button Navigates Incorrectly When Tabs Present Change 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 Pull Change 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 475


The following section contains an overview of the different builds that you must install to be able to implement ACR 475.

Installation Sequence for ACR 475 The installation sequence for ACR 475 for UCM 8.2 is as follows: Siebel 8.1.1. SIA + 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, ACR475B_UCM_4.zip and ACR475B_UCM_5.zip files.

The following is an overview of the installation process.

1 2 3

Install the Siebel Tools build and connect to the server database. Navigate to the Siebel Tools installation directory <Tools Install Director>\REPPATCH folder. 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 Article ID 880452.1. 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 10. 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.

4 5

6 7 8

Unzip the ACR475B_UCM.zip and ACR475_UCM_1.zip files from <Tools Install Directory>\REPPATCH and perform the required configuration changes. Unzip the ACR475B_UCM_2.zip file from <Tools Install Directory>\REPPATCH and perform the required configuration changes. 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.

Unzip the ACR475B_UCM_4.zip file from <Tools Install Directory>\REPPATCH and perform the required configuration changes. required configuration changes.

10 Unzip the ACR475B_UCM_5.zip file from <Tools Install Directory>\REPPATCH and perform the

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Configuration Instructions for ACR 475A


Use 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 Article ID 880452.1. For information about how to install ACR 475A, see Configuration Instructions for ACR 475A on page 10.

Configuration Instructions for ACR 475A The 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 Article 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 11 Both the Match and Fetch Web service are set up with the following tasks. If you need to manually configure the Web services, see Article ID 763962.1 on My Oracle Support.

Process for Configuring Oracle Higher Education Constituent Hub Web Services You 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 11 Compiling the SRF and Restarting the Siebel Server on page 13 Importing Seed Data on page 14

Importing the SIF Files This task is a step in Process for Configuring Oracle Higher Education Constituent Hub Web Services on page 11. 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 2


Navigate to the Siebel Tools installation directory <Siebel Tools Install Directory>\REPPATCH. Unzip the .sif files from the Tools\ACR475A_UCM.zip file.

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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 5

After verifying that the .sif files are all present, log on to Siebel Tools. 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 7 8 9

From the Tools menu, choose Import from Archive. Import the first SIF file, using the Merge option. Repeat Step 6 and Step 7 for the remaining SIF files. 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 11. 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 2


Stop the Siebel Server. 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 4

In the Object Explorer, navigate to integration objects. 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 6 7

For each of the Integration Objects that were imported, choose Undeploy from the right-click menu, then step off the record to retain changes. From the right-click menu, choose Deploy to Runtime database. Start the Siebel Server using the newly compiled SRF.

Importing Seed Data This task is a step in Process for Configuring Oracle Higher Education Constituent Hub Web Services on page 11.

To import seed data 1 2 3 4


From the Windows Start menu, select Control Panel, Administrative Tools, then Data Sources ODBC. Click the System DSN tab. Click Add, then choose the Siebel Oracle90 driver. 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 6

Navigate to <Tools Install Directory>\REPPATCH\ACR475A. Before executing the next step make sure dataimp.exe exists in the <Tools Install directory>\bin directory.

Importing Seed Data For ENU Implementations ENU 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.

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.

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 Implementations Non-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.

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.

Review the Siebel Tools Install Directory>\temp\Seed.log file to make sure that the import was completed successfully.

Configuration Instructions for ACR 475B


NOTE: 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 Article ID 880452.1. For information about how to install ACR 475A, see Configuration Instructions for ACR 475A on page 10.

Importing the SIFs and Workflows in the ACR 475B_UCM.zip File Use 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.

Verify that the SIFs folder within the ACR475B_UCM_1.zip file contains the following .sif files:

BS_UCM_DataQualityManager.sif WF_UCMBatchProcess.sif

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 5 6

Before importing the SymbolicStrings.sif file, make sure that the SymStrPrefix=SBL parameter exists in the tools.cfg file. 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. 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

With the query result, perform the following steps to extend the schema:

a b c d e f 8 9

Click the Apply/DLL button. The Choose Option window displays. Choose Apply and click OK. In the window for login credentials and database information, enter the database administrator password. From the Tables drop-down list, select Current Query. For ODBC data source, enter the exact ODBC name of the database, and click Apply. Wait until the process is finished and the tables are modified, and then click OK to finish the schema changes for the tables.

Within Object Explorer, navigate to Integration Objects. 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.

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Applying the EIM Changes in the ACR475B_UCM.zip File As part of the ACR475B release, EIM changes have been done on the database. The REPPATCH\ACR475B_UCM\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 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

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.

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To apply the EIMTables.sif file 1 2 3


Within Siebel Tools, 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. 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 Files As 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: Eim45.sql: <Installation Location>\SERVER\siebsrvr\SQLTEMPL eim_export_lookup_bu_name.sql : <Installation Location>\SERVER\siebsrvr\ADMIN

To compile the SRF and restart the server


Use the following procedure to compile the SRF and restart the server.

1 2

Stop the relevant server 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.

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3 4

Compile all of the locked projects. 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 2 3 4 5


Navigate to Site Map > Administration Business Process > Workflow Deployment. In the Workflow Deployment screen, click the Active Workflow Process tab. In the top Repository Workflow Processes applet, query for the workflows, select them, and click the Activate button. 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. 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 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

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Importing the SIF Files in the ACR475B_UCM_2.zip File Use the following procedure to import the ACR475B_UCM_2.zip file. (This file is packaged with the build.) CAUTION: You must import the Tables.sif file before you import the EIMTables.sif file.

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

EIMTables.sif

EIM_UCM_ADRPER EIM_UCM_ASSET EIM_UCM_CON EIM_UCM_HRCHY EIM_UCM_ORG EIM_UCM_ORGGRP

IntegrationObjects.sif

CIFContact SwiOrganizationMatchInputIO

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SwiOrganizationMatchOutputIO SwiPersonMatchInputIO SwiPersonMatchOutputIO SyncAccount SyncContact SyncProspect UCMAccountSourceDataAndHistory UCMAccountTaskUIMerge UCMContactSourceDataAndHistory UCMContactTaskUIMerge

Tables.sif

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

Log into Siebel Tools, and lock the following projects:


Account Contact DQ ISS Integration EIM CIF Employee

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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 4 5

Import the SIF files to the server database using the Merge mode. 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. 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 File The 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 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.

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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 3 4

Import all of the SIFs to the server database using the Merge option. Stop the relevant server. Lock the following projects:

Account Hierarchy UCM Hierarchy Management VEAI UCM CIF UI

5 6

Compile all of the locked projects. 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 3

In the Properties window, change the Inactive value for each view from TRUE to FALSE. In the Object Explorer, click Applet, then query for Dynamic Hierarchy Admin List Applet, and then change the following properties:

a b c 4 5 6

In the Object Explorer click Control, query for Advanced Hierarchy, and then in the Properties window, change the Inactive value from TRUE to FALSE. In the Object Explorer, click Applet Web Template, click Applet Web Template Item, and query for Advanced Hierarchy. In the Properties window, change the Inactive value from TRUE to FALSE for both the Base and Edit List Applet Web Templates.

In the Object Explorer, click Screen, and then query for CIF Administration Screen. 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. Compile the objects into the SRF, and restart the Siebel Server.

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Importing the SIF Files in the ACR475B_UCM_4.zip File Use 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 CIFContactUpsert CIFContactUpsertRs SwiPersonIO SwiPersonPublishIO

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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

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 4 5

Import all the SIFs to the server database using Merge mode. Within Object Explorer, navigate to Integration Objects, and query for the integration objects that changed during the SIF file import. For each of the changed integration objects, right-click, select Undeploy, select Refresh, rightclick, 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.

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Use the following procedure to compile the server repository.

To compile the server repository 1 2


Stop the relevant server. 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

Compile all of the locked projects.

Use the following procedure to deploy the UCM workflows.

To deploy the UCM workflows 1 2 3 4


In Siebel Tools, select the changed workflows, set appropriate workflow process properties, and then click the Publish/Activate button. 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. Click the Activate button to activate workflows that have not already been activated. Within the Active Workflow Processes applet, verify that the workflows are active.

Importing the SIF Files in the ACR475B_UCM_5.zip File Use the following procedure to import the ACR475B_UCM_5.zip file.

To import the ACR475B_UCM_5.zip file 1


Verify that the following .sif files exist:

Applets.sif

UCM Account Address Source Data and History List Applet

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UCM Contact Address Source Data and History List Applet CIF Systems List Applet

BusinessServices.sif

DataEnrichment UCM Data Quality Manager

Within Siebel Tools, lock the following projects:


DeDuplication UCM Data Management UCM SDH VEAI UCM CIF UI

Import all the SIFs to the server database using Merge mode. 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 2


Stop the relevant server. Lock the following projects that were modified in this release:

DeDuplication UCM Data Management UCM SDH VEAI UCM CIF UI

Compile all of the locked projects.

Applying the Table Definition Use the following procedure to apply the table definition for the tables that were changed during the ACR475B_UCM_2.zip file import.

To apply the table definition 1 2


In Object Explorer, navigate to Tables, and query for the tables that were changed. (Select the queries that have the Changed flag.) With the query results, perform the following tasks to extend the schema:

Click the Apply/DLL button. The Choose Option dialog displays.

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Choose Apply and click OK. The login credentials and database information dialog box appears.

c d e f g

Enter the dba password for login credentials. In the Tables drop-down list, select Current Query. ODBC data source, enter the ODBC name, and click Apply. Wait until the process is finished and the tables are modified. When the process has finished, click OK to complete the schema changes for the tables.

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, ACR475B_UCM_4.zip, and ACR475B_UCM_5.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 17 to bring the categories into the testing target database.

Importing the Seed Data in the ACR475B_UCM_2.zip and ACR475B_UCM_5.zip Files


NOTE: 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.

Create an ODBC entry for the database where you plan to import the seed data.

a b c d

Navigate to Start > Settings > Control Panel > Administrative Tools > Data Sources (ODBC), Select the "Siebel Oracle90" driver (from Datadirect Technologies). Enter a data source name (such as DevelopmentDB). 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 2

Test your connection and click OK when tested successfully.

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 ].

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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Run the following command: <Tools Install Directory\bin>dataimp /u <USERNAME> /p <PASSWORD> /f <Tools Install Directory>\REPPATCH\ACR475B\ACR475B_UCM_2\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_2\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 6

Review the log file in <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. If you are an ENU (English Language) customer, do the following:

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_2\SeedData\ACR475B_Seed_Locale_ENU. dat /l <Tools Install directory>\temp\dataimp_seed_locale_ENU.log /c <ODBC Source Name> /d <Table Owner> /i Owner>/i <Tools Install Directory>\REPPATCH\ACR475B\ACR475B_UCM_2\SeedData\ACR475B_SeedInp_Files\<Da tabase 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 the ODBC name created in Step 1. <Database Platform> - Replace with Database Platform (ORACLE, DB2UDB, or MSSQL)

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_2\SeedData\ACR475B_NON_ENU_Seed_Lo cale\seed_locale_XXX.dat /l <Tools Install directory>\temp\dataimp_seed_locale_XXX1.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.

Run the following command for additional seed_locale_XXX.dat in the ACR475B_UCM_5.zip, extracted to REPPATCH\ACR475B\ACR475B_UCM_5\SeedData, where XXX is the language code: <Tools Install Directory>\bin\dataimp /u <USERNAME> /p <PASSWORD> /f <Tools Install Directory>\REPPATCH\ACR475B\ACR475B_UCM_5\SeedData\ACR475B_NON_ENU_Seed_Lo cale\seed_locale_XXX.dat /l <Tools Install directory>\temp\dataimp_seed_locale_XXX2.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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Review the log file in <Tools Install Directory>\temp to make sure that the import completed successfully.

Schemas and WebServices_XML


The 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 DLLs


Use 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 2
Select the respective dll for the platform required. The dlls modified are ssadqsea.dll, ssadqasm.dll and ssasec.dll. 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 Haley


You must install Siebel Haley before you install and activate knowledgebases and any rule-related tasks.

Importing Knowledgebases
In 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 2


Navigate to Administration - Business Rules > Business Rule Knowledge Base. 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. Once the import is done, click the Activate button. NOTE: The Activate button is no longer active after the import has completed.

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Compiling the SRF File


The 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.

To compile the server repository 1 2


Stop the relevant server. 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

Compile all of the locked projects.

Configuring the UCM Batch Process Server Component for Single Threading
Use 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.

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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> 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

Start the server using the newly-compiled SRF.

Deploying the UCM Batch Process Workflow


Use the following procedure to deploy the UCM Batch Process workflow.

To deploy the UCM Batch Process workflow 1 2 3 4 5


In Siebel Tools, select the changed workflows, and click the Publish/Activate button. Within the Siebel application, navigate to Site Map > Administration - Business Process > Workflow Deployment. In the Repository Workflow Processes applet, query for UCM Batch Process and UCM Process Merge Request. If the workflows are not already activated, click the Activate button. In the Active Workflow Processes applet, verify that the workflows are active.

Configuring Data Decay Runtime Events


You 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 2

Navigate to Site Map > Administration - Runtime Events > Events, and query for Action Set Name=*Decay*. 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. 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.

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Configuring NetChart Server


Chart server needs to be installed from any release location with default settingsit 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.

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. Copy over the Siebel.cdx file into the directory created in Step 1. In ucm.cfg used by the Siebel Developer Web 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.

2 3

4 5 6 7 8

Navigate to Administration - Server Configuration > Profile Configuration, query for Alias as ServerDataSrc, and change the DSChartServer and DSChartImageFormat parameters. Start NetCharts Server 4.6 Siebel Edition from Control Panel > Services. 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). Create a new subdirectory called Siebel.chart. Within the new Siebel.chart subdirectory, create a new file, using Windows Notepad, and type the following three characters in uppercase but without a paragraph return: CDL

Save the file as Siebel.cdx. Default Chart parameter for your Application Object Manager component are set to a font that is available on your machine.

10 Make sure that the DefaultChartFont parameter in your configuration file and the Application

Configuring Survivorship to Use Haley Knowledgebase


Use 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.

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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 UI


Use the following procedure to activate tasks to test the task-based UI for merge.

To activate tasks to test the task-based UI for merge 1 2 3 4


Navigate to Administration- Business Process > Task Deployment >Active Tasks. In the Published Tasks applet, query for 'UCM*'. 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. Restart the Siebel Server.

Enabling Data Quality in SOAP Workflows


Use the following procedure to enable Data Quality in SOAP workflows.

1 2 3

Within Siebel Tools, navigate to Workflow Process, and query for the UCM Organization Customer Profile Integration SOAP Process. Select the workflow and then select Revise from the Workflow/Task Editor toolbar. 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 5

Navigate to the Workflow list view and select Publish/Activate from the Workflow/Task Editor toolbar. Repeat Step 1 through Step 4 for the UCM Person Customer Profile Integration SOAP Process.

Configuring Data Quality


1
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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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)

Place the configuration files required for both matching and cleansing in the SDQConnector folders on Siebel Server. ssadq_cfg.xml ssadq_cfgasm.xml

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 Cleansing


Use the following procedure to configure ASM for data cleansing.

To configure ASM 1 2 3
Navigate to Administration - Server Configuration > Enterprise Explorer. In the Explorer view, navigate to Component Definitions > Data Quality Manager > Parameters. Within the Parameters list applet, query to verify the state of the following parameters.

Data Cleansing Enable Flag: True Data Cleansing Type: ASM

Navigate to Administration - Server Configuration > Enterprise Explorer.

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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.

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 2


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. Within the cfg file, change the Enable parameter to TRUE

[DataCleansing] Enable = TRUE Type = ASM

3 4 5 6

Save the file and then launch the Call Center application Navigate to Administration - Data Quality > Data Quality Settings, and verify that Enable DataCleansing is set to Yes. Navigate to User Preferences > Data Quality, and verify that Enable DataCleansing is set to Yes. If the entries are blank, do not change anything. 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 ASM


Make 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 Name Mapped Field Account.Name

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Contact Business Component Business Component Field First Name Last Name Middle Name Mapped Field Contact.First Name Contact.Last Name Contact.Middle Name

List Mgmt Prospective Contact Business Component Business Component Field First Name Job Title Last Name Middle Name Mapped Field List Mgmt Prospective Contact.First Name List Mgmt Prospective Contact.Job Title List Mgmt Prospective Contact.Last Name List Mgmt Prospective Contact.Middle Name

CUT Address Business Component Business Component Field City Country Postal Code State Street Address Street Address 2 Mapped Field Business Address.City Business Address.Country Business Address.Postal Code Business Address.State Business Address.Street Address Business Address.Street Address 2

Personal Address Business Component Business Component Field City Country Postal Code State Street Address Street Address 2 Mapped Field Business Address.City Business Address.Country Business Address.Postal Code Business Address.State Business Address.Street Address Business Address.Street Address 2

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Vendor Parameter
Name Account DataCleanse Record Type Contact DataCleanse Record Type List Mgmt Prospective Contact DataCleanse Record Type Personal Address DataCleanse Record Type CUT Address DataCleanse Record Type DQ Send Empty Field To Third Party Vendor DQ Cleanse High Deliverable Address Parameter 1 ASM Country Database Return Code ASM High Deliverability Return Code Value Account Contact Prospect Business Address Business Address Yes No "global", "iss-config-file", "ssadq_cfgasm.xml" 16,17,18,32,33 0,1,2

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>

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</mapping> </datacleanse_mapping> </parameter> </data> 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: Data_Type Organization Department Nobility Title FName MName LName Function Building SubBuilding HouseNumber Street1 Street2 POBox DepLocality Locality Province Zip Country (e.g. URB, Colonia) (e.g. County) (e.g. State) Zip / Postal Code (e.g. Manager) Meaning Organization Name Department Name (e.g. Lord) (e.g. Mr, Dr)

Std_Op Upper Lower Camel

Meaning Convert text to upper case Convert text to lower case Convert text to camel case (first letter is upper-cased, remainder are lower-cased)

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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.

Additional Seed Data Changes for ASM


1
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 b c d 2

Navigate to Site Map > Administration - Data > LOV Explorer. Query for List of Values - Type: "COUNTRY". In the LOV Explorer panel, click on the + sign to expand the node and navigate to the values for COUNTRY. Add a new entry for 'UNITED STATES'.

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 ISS


1
Change DLL Name for ISS as follows:

a b 2

Navigate to Site Map > Administration - Data Quality > Third Party Administration. In the Vendor applet, select ISS, and change the DLL Name value to ssadqsea.

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 b c d

Navigate to Site Map > Administration - Data Quality > Third Party Administration In the Vendor applet, select ISS. In BC Vendor Field Mapping, select Contact - Deduplication. 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.

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Configuring ISS for Deduplication


The following sections contain information about how to configure ISS for deduplication.

Configuring the Siebel Application for the ISS Synchronizer Process You 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.

To configure the DQ-ISS Synchronizer Process 1 2 3


Navigate to Site Map > Administration - Data Quality > Data Quality Settings. Add a new entry called Enable DQ Sync, and set the value for this property to Yes. Use the following steps to activate the DQ Sync action sets:

a b c

Navigate to Site Map > Administration - Runtime Events > Action Sets. Query for the DQ Sync action sets, and click on the Active field to activate them. 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 Article 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 2 3 4


Navigate to Administration - Server Configuration > Enterprises > Profile Configuration. Copy an existing InfraDatasources named subsystem type. Change the Profile and Alias properties to the Data Source name configured in Siebel Tools (ISSDataSrc). 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

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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.

To configure Object Managers for ISS Data Source 1 2 3 4


Navigate to Administration - Server Configuration > Enterprises > Component Definitions. Query for the components used with UCM (such as UCM, DQ, EAI, and Workflow components). Select a component, and then select Start Reconfiguration from the main menu. In the lower applet, query for the OM - Named Data Source parameter. NOTE: The value for this parameter is similiar to ServerDataSrc,GatewayDataSrc.

5 6 7 8 9

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. Save the record and select Commit Reconfiguration from the main menu. Repeat Step 3 through Step 7 for all required Object Managers. Click Synchronize to save the changes into the Gateway configuration file. Bounce the Gateway Server and the Siebel Server.\

Configuring Deduplication for Multiple Addresses


Use 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 2 3 4


Navigate to Site Map > Administration - Data Quality > Data Quality Settings. Add a new entry called Enable DQ Multiple Addresses and set the value for this property to Yes. Add a new entry called Account Match Against and set the value for this property to All Address. 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 Article ID 1282393.1.

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Configuring Support for Multiple Languages


Use the following procedure if you want to use matching with multiple languages using different population files.

To configure multiple-language support 1 2 3


Navigate to Site Map > Administration - Data Quality > Data Quality Settings. Add a new entry called Enable DQ Multiple Languages and set the value for this property to Yes. 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:

a b c d

Add a new entry called Append Account Record Type Field 1 and set the value for this property to Primary Account Country. Add a new entry called Append Contact Record Type Field 1 and set the value for this property to Primary Personal Country. Add a new entry called Batch Append Account Record Type Field 1 and set the value for this property to Primary Account Country. 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 Article ID 1282393.1.

Configuring List Import


These are the new system preferences used in List Import: Name UCM Import: Enable Validation UCM Import: Enable Launch BDM Value True/False True/False

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.

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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 Map:[Object].[Field] Value [SDH buscomp Name].[Buscomp Field Name]

For example, in "UCM Account Source Data and History, there are the following Business Component user properties: Name Map:Account.Name Map:Address.City Map:Contact.Job Title Value UCM Account Source Data and History.Name UCM Account Address Source Data and History.City UCM Contact Source Data and History.Job Title

Configuring Additional Child Objects for Import


Assume 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 2 3 4

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. In the parent SDH Business Component, add the additional field mapping for the child object (see the example of field mapping configuration above). 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. 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 Management


The following section contains information about how to install Data Governance Management (DGM).

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Overview of DGM and Prerequisites Data 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>.

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 Software The following table describes the required software for DGM. Software Name JDK Weblogic ADF ANT Version 1.6 10gR3 11.1.1.54.7 1.6 Description Providing runtime for java application. Java application server. Oracle framework for java application. A Java-based build tool.

Installing JDeveloper
Use the following procedure to install JDeveloper.

To install JDeveloper 1 2
Click Next within the Welcome screen to begin the installation. 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.

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Select Complete Install. The Complete Installation will install Oracle JDeveloper Studio, the ADF Runtime, and WebLogic Server.

4 5 6 7 8

Confirm the product intstallation directories, and click Next to continue with the installation. Select the Start Menu folder where you want to place your shortcuts. This step applies for the Windows platform only. Display the installation summary info, and start the installation. 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. Click Done to complete the installation.

Creating the Weblogic Domain


A 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 2 3


Choose Configure Domains for Oracle ADF from the Quickstart window to display the Oracle Weblogic Configuration Wizard. Select Create a New WebLogic Domain and click Next. 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 5 6 7 8 9

Enter the name and location for the domain if the default values are not correct, and then click Next. Enter the user name and password and click Next. Select Production Mode in Weblogic Domain Startup Mode window, and click Next. Click Next to ignore optional configuration. Review the domain configuration, and click Create. Click Done when the domain has been created. 11.1.1.1.0 > User Projects > base_domain > Start Admin Server for Weblogic Server Domain.

10 Select User Projects < (domainName) > Start > All Programs > Oracle Fusion Middleware 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.

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Installing DGM
Use the following procedure to install DGM.

To install DGM 1 2 3
Navigate to Disk1\install, and click setup.exe, and click Next. Specify the home where DGM applications and source code will be installed, and click Next. 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. 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. Browse to specify the ant path. In a default Oracle Middleware installation, the ant path is found in the Oracle/Middleware/jdeveloper/ant folder. Browse to specify the Weblogic 10gR3 installation path. You must select the root directory of WLserver installation. Specify the Weblogic configurations according to your environment. Entry Name host port username password target.server weblogic server credential The default value is AdminServer Description Weblogic server address weblogic server listening port

4 5 6 7

8 9

Specify the URL for Siebel server login, such as http://serverName:webPort/eai_enu/ start.swe?SWEExtSource=SecureWebService&SWEExtCmd=Execute. 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&amp;SWEExtCmd=Execute&amp;UserName=SADMIN&a mp;Password=MSSQL&amp; NOTE: The endpoint information will be kept in xml files, so escape '&' to '&amp;'.

11 Click Install to start the install process. 12 Click Exit to finish the installation.

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Manually Installing or Redeploying DGM


The 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. DGM configurations are kept in <dgm_home>/build/deploy.properties. The configuration entries in this file are list in the following table. Entry Name dgm_web_service_end_point Default Value N/A Description This configuration MUST be changed to the endpoints of DGM web service This configuration MUST be changed to the url used for login into Siebel. The url of hierarchy explorer Specify how many records in a page when previewing imported batch. 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.

siebel_login_url

N/A

govern_hier_url batch_preview_page_size

N/A 23

paginate_page_size paginate_cache_size

23

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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Entry Name cleanse_thresh_value cleanse_thresh_color

Default Value 0.33,0.66,1.0 #d62800,#ffcf21,#84ae31

Description 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=#d 62800,#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 min_date_format min_date_value

[name, location, mainPhoneNumber] [name, loc, mainPhoneNumber] [firstName, lastName] [firstName, lastName] MM/dd/yyyy HH:mm:ss 09/13/1990 00:00:00

The default fields combination used to query completeness info.

When choosing the query criteria of "From" calendar selector, the oldest time users can specify. These are the internallyused configurations. Do not modify them.

collectionsClassPath loggingClassPath

com/oracle/mdm/view/collections.xml logging.properties

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 DGM
Open browser, and access the following URL to visit DGM:

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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. Back to Configuration Instructions for Enhancements and Updates

Instructions for ACR 476


This topic is part of Configuration Instructions for Enhancements and Updates on page 45. 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 Connector


To deploy Siebel Smart Answer Connector, you must update repository objects in Siebel Tools.

To update repository object for Siebel Smart Answer Connector 1 2 3


Extract all archive files (*.sif) from SIEBEL_TOOLS_ROOT/REPPATCH/ACR476.zip into a temporary location. Log in to Siebel Tools with administrator privileges. 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.

Import the SIF files you extracted in Step 1 in the order shown below:

01_sma_project.sif 02_sma_classes.sif

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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

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 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. Start the Siebel Server (or servers) using the newly compiled SRF. For more information about starting Siebel Servers, see Siebel System Administration Guide.

Update the file SAConfig.xml by performing the following:

a b c 8

Navigate to the SIEBSRVR_ROOT\smartanswer directory, and then open the SAConfig.xml file with a text editor. Replace the value for NLPAdapterDLLName with the correct location and filename. Verify the value for the FacadeName property. The value depends on the third-party product you are using with Siebel Smart Answer.

Create a new smartanswer directory and subdirectories under the Siebel File System.

a b

Make sure the File System location is correct, accessible, and writable. 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. fs smartanswer export import

Adding Seed Data for Siebel Smart Answer Connector


To deploy Siebel Smart Answer Connector, you must add seed data for Siebel Smart Answer Connector. Seed data is required for product operation.

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To add seed data for Siebel Smart Answer Connector 1


Add a new LOV (List of Values) by doing the following:

a b

Navigate to the Administration - Data screen, and then the List of Values view. Click New, and then add the following values:

Type = SEARCH_SMART_ANSWER Display Value = Smart Answer Language = English American

Add a new inbound Web service by doing the following:

a b

Navigate to the Administration Web Services screen, then the Inbound Web Services view. Click New, and then add the following values:

Namespace = http://siebel.com/asi/ Name = SmartAnswerService Status = Active Comment = Smart Answer Service

Add a service port to the newly created Inbound Web Service.

a b

Navigate to the Administration Web Services screen, then Inbound Web Services, and then the Service Ports view. 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&amp;SWEExtCmd=Execute&amp;UserName= USERNAME&amp;Password=PASSWORD where: USERNAME is a valid Siebel user name PASSWORD is the corresponding password.

Binding = SOAP_RPC_LITERAL

Add operations for the newly created service port.

Navigate to the Administration Web Services screen, Inbound Web Services, Service Ports, and then the Operations view.

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Click New to create new operations using the values shown in the following table. Name Import Export Feedback Lookup RefreshKB Method Display Name Import Export Feedback Lookup Refresh Authentication Type None None None None None

Setting Up Siebel Email Response for Use with Siebel Smart Answer Connector
To 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 3 4

Extract all archive files (*.sif) from SIEBEL_TOOLS_ROOT\REPPATCH\EMRUI_New.zip into a temporary location. Log in to Siebel Tools with administrator privileges. Lock the following projects:

Mail Agent Email Response

Import the SIF files you extracted in Step 2 on page 289 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

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EMR_UI_Webtemplate.sif EMR_UI_WF.sif

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 7

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. Start the Siebel Server (or servers) using the newly compiled SRF. For more information about starting Siebel Servers, see Siebel System Administration Guide.

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.

Activate the workflows you imported in Step 8 on page 290.

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 c

Navigate to the Administration - Application screen, and then Views. 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

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Instructions for ACR 480


The following sections contain information about how to work with the seed data provided with ACR 480.

Views and Responsibilities


The following procedure details how to add the views and responsiblities for ACR 480.

To add views/responsibilities 1 2
Connect to the Siebel application with /editseeddata switch. Navigate to Site Map > Administration Application > Views, and add the views and responsibilities listed in the following table: View CS CG My High Level Planning List View CS CG My Team's High Level Planning List View CS CG All High Level Planning List View CS CG All Across Organizations High Level Planning List View CPG Plan High Level Planning View CPG Account High Level Planning View CPG Promotion List View CPG Promotion Literature List View CPG Promotion Product Performance View CS CG All Promotion List View CS CG Corporate Promotion Category List Admin View - SIS CS CG Promotion Literature List View CS CG Corporate Promotion Attachments View SIA CS Target Account View SIS CS Corporate Promotions Target View CS CG Deal Payment Approval View SIA CS ADL Authorized Category Product View Responsibility Siebel Administrator, CG Key Account Manager Siebel Administrator, CG Key Account Manager Siebel Administrator, CG Key Account Manager Siebel Administrator Siebel Administrator, CG Key Account Manager Siebel Administrator, CG Key Account Manager Siebel Administrator, CG Key Account Manager Siebel Administrator, CG Key Account Manager Siebel Administrator, CG Key Account Manager Siebel Administrator, CG Key Account Manager Siebel Administrator, CG Key Account Manager Siebel Administrator, CG Key Account Manager Siebel Administrator, CG Key Account Manager Siebel Administrator, CG Key Account Manager Siebel Administrator, CG Key Account Manager Siebel Administrator, CG Key Account Manager, Super User - SIS 7.7, Super User - SIS Siebel Administrator, CG Key Account Manager

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View SIA CS ADL Authorized Product View CG Account Merchandising Location Product View CS Fund Transfer Admin View CS Plan Account Promotion Audit Trail View CS Plan Audit Trail View CS Visit Parent Account Promotions View CS Claim My Claims View CS Claim My Team's Claims View CS Claim All Claims View CS Claim All Across Orgs Claims View CS Claim Attachments View CS Claim Resolution View

Responsibility Siebel Administrator, CG Key Account Manager Siebel Administrator, CG Key Account Manager Siebel Administrator, CG Key Account Manager Siebel Administrator, CG Key Account Manager Siebel Administrator, CG Key Account Manager Siebel Administrator, CG Key Account Manager Siebel Administrator, CG Key Account Manager Siebel Administrator, CG Key Account Manager Siebel Administrator, CG Key Account Manager Siebel Administrator, CG Key Account Manager Siebel Administrator, CG Key Account Manager Siebel Administrator, CG Key Account Manager

Lists of Values
The following section details how to add the LOVs provided in ACR 480.

To add LOVs 1 2
Connect to the Siebel application. 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: New or Needs Modification? New New New

LOV Type Code SVP Source SVP Source SVP Source

Display Value Baseline PY Currency Baseline PY Qty Baseline Target Currency Baseline Target Qty

LanguageIndependent Code Baseline PY Currency Baseline PY Cases Baseline Target Currency Baseline Target Cases

Comments Order = 7 Order = 8 Order = 9

New

SVP Source

Order = 10

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New or Needs Modification? Modify Modify Modify Modify Modify Modify Modify

LOV Type Code SVP Source SVP Source SVP Source SVP Source SVP Source SVP Source SVP Source

Display Value Incremental Qty Incremental Currency Consumed Qty Shipped Qty Target Basis Currency Target Basis Qty Target Planning Currency Target Planning Qty Target Currency Target Qty In Progress Shelf Off-Shelf Secondary End-of-Isle Checkout Multiple Small Medium Large Literature Merchandise

LanguageIndependent Code Baseline Incremental Cases Baseline Incremental Currency Consumption Consumed Cases Shipments Shipped Cases Target Basis Currency Target Basis Cases Target Planning Currency Target Planning Cases Target Baseline Currency Target Baseline Cases In Progress Shelf Off-Shelf Secondary End-of-Isle Checkout Multiple Small Medium Large Literature Merchandise

Comments Change Order = 11 Change Order = 12 Change Order = 13 Change Order = 14 Change Order = 15 Change Order = 16 Change Order = 17 Change Order = 18 Change Order = 19 Change Order = 20 Translate = Y Order = 1 Order = 2 Order = 3 Order = 4 Order = 5 Order = 6 Order = 1 Order = 2 Order = 3 Order = 1 Order = 2

Modify Modify Modify New New New New New New New New New New New New

SVP Source SVP Source SVP Source CAMP_EXEC_S TATUS DISPLAY_LOC DISPLAY_LOC DISPLAY_LOC DISPLAY_LOC DISPLAY_LOC DISPLAY_LOC DISPLAY_SIZE DISPLAY_SIZE DISPLAY_SIZE DISPLAY_TYPE DISPLAY_TYPE

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New or Needs Modification? New New New New New New New New New New New New New New New New New New New New New New

LOV Type Code DISPLAY_TYPE DISPLAY_TYPE DISPLAY_TYPE DISPLAY_TYPE ADV_LOC ADV_LOC ADV_LOC ADV_SIZE ADV_SIZE ADV_SIZE ADV_SIZE ADV_SIZE ADV_TYPE ADV_TYPE ADV_TYPE ADV_TYPE ADV_TYPE ADV_TYPE PRICE_REDUCT ION_SIZE PRICE_REDUCT ION_SIZE PRICE_REDUCT ION_SIZE PRICE_ REDUCTION_T YPE PRICE_ REDUCTION_T YPE PRICE_ REDUCTION_T YPE

Display Value Sweepstakes Audio Multi-Media Promoter Premium Secondary Tertiary Postage Stamp Quarter Page Half Page Full Page Not Applicable Flyer Newspaper TV Radio Direct Mail Internet Reduction Amount Reduction % Reduced Price TPR

LanguageIndependent Code Sweepstakes Audio Multi-Media Promoter Premium Secondary Tertiary Postage Stamp Quarter Page Half Page Full Page Not Applicable Flyer Newspaper TV Radio Direct Mail Internet Reduction Amount Reduction % Reduced Price TPR

Comments Order = 3 Order = 4 Order = 5 Order = 6 Order = 1 Order = 2 Order = 3 Order = 1 Order = 2 Order = 3 Order = 4 Order = 5 Order = 1 Order = 2 Order = 3 Order = 4 Order = 5 Order = 6 Order = 1 Order = 2 Order = 3 Order = 1

New

Special Pack

Special Pack

Order = 2

New

BOGO

BOGO

Order = 3

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New or Needs Modification? New

LOV Type Code PRICE_ REDUCTION_T YPE PRICE_ REDUCTION_T YPE FD_SLOTFEE_P AY_MTH FD_SLOTFEE_P AY_MTH FD_SLOTFEE_P AY_MTH OTHER_FD_SP ND_PAY_MTH OTHER_FD_SP ND_PAY_MTH OTHER_FD_SP ND_PAY_MTH SH_VAR_SPEN D_MTH SH_VAR_SPEN D_MTH SH_VAR_SPEN D_MTH TACTICS_TYPE TACTICS_TYPE TACTICS_TYPE TACTICS_TYPE TACTICS_TYPE TACTICS_TYPE TACTICS_TYPE TACTICS_TYPE

Display Value EDLP/EDLC

LanguageIndependent Code EDLP/EDLC

Comments Order = 4

New

Coupon

Coupon

Order = 5

New New New New New New New New New New New New New New New New New

Bill Back Deduction Check Bill Back Deduction Check Bill Back Deduction Off-Invoice Display & TPR 10% Display & TPR 15% Display & TPR 5% F&D F&D 10% F&D 15% F&D 5% Feature & TPR 10%

Bill Back Deduction Check Bill Back Deduction Check Bill Back Deduction Off-Invoice Display & TPR 10% Display & TPR 15% Display & TPR 5% F&D F&D 10% F&D 15% F&D 5% Feature & TPR 10%

Order = 1 Order = 2 Order = 3 Order = 1 Order = 2 Order = 3 Order = 1 Order = 2 Order = 3

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New or Needs Modification? New New Modify Modify

LOV Type Code TACTICS_TYPE TACTICS_TYPE PAYMENT_MET HOD_CODE PAYMENT_TYPE _CODE

Display Value Feature & TPR 15% Feature & TPR 5% Claim Claim

LanguageIndependent Code Feature & TPR 15% Feature & TPR 5% Claim Claim

Comments

Order = 23

Click the Clear Cache button.

State Model
Use the following procedure to add State Models.

To add State Models 1 2


Connect to the Siebel application. Navigate to Site Map > Administration - Application > State Models. New? New State Model Name CS Claim Status Business Component CS Claims Field Payment Status

3 4

Add the following new states for the CS Claim Status State Model: Closed, In Progress, Inactive, Open (Default), Resolved. Add the transactions described in the following tables for the CS Claim Status State Model: Transition From Resolved Transition To Closed

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Add new states for the State Models in the following table: New or Needs Modification? Modified

State Model Name CS CG Promo Category Payment Status CS Check Payment Status CS Deduction Payment Status CS Promo Payment Status CS Promoted Product Payment Status CS Claim Payment Status

Business Component CS CG Promotion Category Deal Payment CPG Check Payment CPG Deduction Resolution Payment CPG Promo Deal Payment CG Promo Product Fund Payment CS Claim Payments

Field Payment Status

Modified Modified Modified Modified New

Payment Status Payment Status Payment Status Payment Status Payment Status

6 7

Add the new states for the State Models: Requested, Approved, and Rejected. Add or modify the transactions for the State Models: Transition From Pending Pending Requested Approved Approved Rejected Rejected Rejected Submitted Submitted Paid Transition To Requested Cancelled Cancelled Cancelled Submitted Pending Requested Cancelled Paid Cancelled Voided

Add new states for the following State Model: New? New State Model Name CS CG Deal Payment Status Business Component CS CG Deal Payment Approval Field Payment Status

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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:
Transition From Requested Requested Transition To Approved Rejected

11 Log out of the Siebel application and bounce the Siebel Server.

Audit Trail
Use the following procedure to create new Audit Trails.

To create new Audit Trails 1 2


Connect to the Siebel application. Navigate to Site Map > Administration - Audit Trail > and create new Audit Trails with the information in the following tables: Audit Trail Business Component CPG Plan Account

New? New

Base Table S_SRC

Update Y

Delete Y

Insert Y

Assoc Y

New? New

Field Account Promotion Status

Table Name S_SRC

Column Name STATUS_CD

New? New

Audit Trail Buscomp CPG Plan Account Promotion

Base Table S_SRC

Update Y

Delete Y

Insert Y

Assoc Y

New? New

Field Account Promotion Status

Table Name S_SRC

Column Name STATUS_CD

Click the Update Audit Cache button.

Workflows
The following procedure details how to add the workflows that are associated with ACR 480.

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To add the ACR 480 workflows 1 2 3


Connect to Siebel Tools and navigate to Object Explorer. In Object Explorer, select Project, and lock the CPG Plan, CPG Corporate Promotion, and ADL Enhancement projects. Select Workflow Process in the Object Explorer, select Import Workflow Process from the rightclick menu in the list view pane, and import the following workflow xml files:

CG Apply Corporate Promotion Process (Project = CPG Corporate Promotion) 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 5 6 7 8

Navigate to View > Toolbars, and make sure that the WF/Task Editor toolbar is checked. Click the Publish/Activate button to deploy all of the workflows. Log out of Siebel Tools. Connect to the Siebel application. 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 Screen


The following section contains information about Rules in the Administration > Personalization screen.

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Table 19 contains details about the SVPFilterYear profile variable, Table 20 contains information about the SVP Current Year Filter rule set, and Table 21 contains information about the Current Filter rule.

Table 19. Values of SVPFilterYear Value of SVPFilterYear CurrentSVPYear NextSVPYear PriorSVPYear AllSVPYears Description Profile Variable value for Current Year Profile Variable value for Next Year Profile Variable value for Prior Year Profile Variable value for All Years

Table 20. SVP Current Year Filter Rule Set Rule Set Name SVP Current Year Filter Active Y Start Date Select today's date End Date Description SVP Current Year Filter

Table 21. Current Filter Rule Rules Name Current Filter Rule Type Expression Seq 1 Active Y Start Date Select today's date End Date Description Filter for current year

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.

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For the Plan Team Business Component, query for Name = CPG Plan Account , and lock the project using the right-click menu. For the Promotion Team Business Component, query for Name = CPG Plan Account Promotion, and lock the object using the right-click menu. In Object Explorer, navigate to the Business Component View Modes for each Business Component. Query for for Sales Rep in Business Component View Modes. Change the value of the Visibility MVL from Account Position to Position. Change the value of the Visibility MVF from Account Sales Rep to Sales Compile the Business Components.

Changing the User Properties for the Plan Team and Promotion Team Business Components
The 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 2 3 4 5 6
In Object Explorer, navigate to Business Component. For the Plan Team Business Component, query for Name = CPG Plan Account, and lock the object using the right-click menu. For the Promotion Team Business Component, query for Name = CPG Plan Account Promotion, and lock the object using the right-click menu. In Object Explorer, navigate to Business Component User Properties for each Business Component. Change the value of Add Account Team from Y to N. Compile both Business Components.

Activating and Disabling Views in the SIA CS ADL Screen


The 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 2 3


In Object Explorer, navigate to Screen in the Object Explorer. Query for SIA CS ADL Screen. Navigate to Views, query for the SIA CS ADL Authorized Category Product View and SIA CS ADL Authorized Product View views and activate them.

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Query for the SIA CS Source of Supply Accounts Products View view and disable it. 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. Back to Configuration Instructions for Enhancements and Updates

Instructions for ACR 488


CAUTION: 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 103. For information about how to implement ACR 488, within My Oracle Support, navigate to the Knowledge tab and search for Article 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. Back to Configuration Instructions for Enhancements and Updates

Instructions for ACR 494


For instructions about how to implement ACR 494, within My Oracle Support, navigate to the Knowledge tab and search for Article ID 1061483.1. Back to Configuration Instructions for Enhancements and Updates

Instructions for ACR 499


The following sections contain detailed information about the functionality provided by ACR 499, as well as instructions for implementing the ACR.

Release Notes for ACR 499


The following section contains information about known issues with ACR 499, as well as any applicable workaround information.

OK Button Disabled Category: 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.

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Bulk Requests Remain in Processing Status Category: 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 499


1 2
Open tools.cfg from <Tools Install Directory>\Bin\Enu and verify the [Siebel] section. Ensure that the SymStrPrefix entry has been set to SBL_ [Siebel] .. .; SymStrPrefix parameter needs to be X_ for Siebel Customers. SymStrPrefix .. = SBL_

3 4

Navigate to <Tools Installed Directory>\REPPATCH, and unzip the BulkRequest_ACR499.zip file. In Siebel Tools, lock all of the following projects:

ABO Bulk Request ABO Bulk Request UI Asset Management Contact 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

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Symbolic Strings VORD Compound Product Validation Engine VORD Network Order Entry eAuto Simplified List Mgmt Table ListManagement Table BulkRequest EIM BulkRequest EIM ListManagement

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.

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 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.

After the SIF files have been imported, within Object Explorer, navigate to Table.

a b c d 7

Query for all of the changed objects and select them. Use the "Apply/DDL" button to apply the changes to the physical database. Choose the "Current Query" option from the Table drop-down list. Click Apply and then click OK.

Provide the following credentials when connecting to the database:

Database user= <Table Owner name>

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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 Objects


The following section describes how to create the integration objects for ACR 499.

ABO Bulk Request Order

1 2 3 4 5 6

Log into Siebel Tools. Click on Integration Object in the Object Explorer, and query for SIS OM Order. Right-click on the SIS OM Order integration object, and choose Copy Record. Name the new record ABO Bulk Request Order. Within the ABO Build Request Order integration object, select the MACD Order Entry - Line Items integration component. Click on Integration Component User Prop in OBLE and add a record with the following values:

Name: SelectiveChildQuery Value: Y

Right-click on ABO Bulk Request Quote and choose Compile Selected Objects to compile the integration object.

ABO Bulk Request Quote

1 2 3 4 5 6

Log in to Siebel Tools. Click on Integration Object in the Object Explorer, and query for SIS OM Quote. Right-click on the SIS OM Quote integration object and choose Copy Record. Name the new record ABO Bulk Request Quote. Within the ABO Bulk Request Quote integration object, select the MACD Quote Item integration component. Click on Integration Component User Prop and add a record with the following values:

Name: SelectiveChildQuery Value: Y

Right-click on ABO Bulk Request Quote and choose Compile Selected Objects to compile the integration object.

Compiling the Projects Use the following procedure to compile the projects.

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To compile the projects 1 2 3 4


Stop the Siebel Server, if it is running. Compile all the locked projects using Tools > Compile Projects. Save the srf file to <Siebel Server Install folder>\objects\ENU\siebel_sia.srf on the installed Siebel server. Start the Siebel Server.

Importing Seed Data for ACR 499


Use 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 b c d e 2

Navigate to Start > Settings > Control Panel > Administrative Tools > Data Sources (ODBC), navigate to the System DNS tab, and click Add. Select the "Siebel Oracle90" driver (from Datadirect Technologies). Enter a data source name (such as DevelopmentDB). Enter the server name to connect to. Test your connection and click OK when tested successfully.

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.

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 5 6

Review the <Tools Install Directory>\temp\dataimp_seed.log file to make sure import completed successfully Depending upon the language that you are installing, complete Step 6 or Step 7. If you are installing ENU, perform the following steps:

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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_Loca le_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 7

Review the <Tools Install Directory>\temp\dataimp_seed.log file to make sure that the import completed successfully.

If you are installing a language other than ENU, perform the following steps:

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

To import locale-specific symbolic strings 1


From within Siebel Tools, navigate to Tools > Utilities > Locale Management. The Locale Management dialog box appears.

2 3

In the Options tab, under Languages, select a source language and a target language. 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. Click the Import button to import the data.

Verifying Seed Data for ACR 499


Use the procedures in the following sections to verify the seed data for ACR 499.

To verify the views 1


Navigate to Administration - Application > Views.

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Verify the following views. Default Local Access Y Y Y Y Y Y

View Name ABO Bulk Request Action Set Quotes View ABO Quote Item Drill Down View ABO BR List Mgmt Assets View - All ABO Bulk Request Template View Asset Target Query View ABO Bulk Request Explode Exceptions View

Description ABO Bulk Request Action Set Quotes View ABO Quote Item Drill Down View ABO BR List Mgmt Assets View - All ABO Bulk Request Template View Asset Target Query View ABO Bulk Request Explode Exceptions View

To verify the List of Values 1


Navigate to Administration - Data > LOV Explorer and verify the following values: Type ABO_BR_ACTSET_TEMPLTE_TYPE ABO_BR_TEMPLTE_INSTANCE_SCOPE ABO_BR_TEMPLTE_INSTANCE_TYPE Translate Y Y Y

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.
Display Value Bulk Request Template Quote Bulk Request Explode Quote Network Id Agreement Id Assets Replication Level All

Type QUOTE_TYPE

LIC Bulk Request Template Quote Bulk Request Explode Quote Network Id Agreeme nt Id Assets

Language Name English-American

Order 52

Active Y

Translate Y

QUOTE_TYPE

English-American

53

All

ABO_BR_INSTAN CE_TYPE ABO_BR_INSTAN CE_TYPE LISTMGMT_LIST_ TYPE

English-American English-American English-American

3 4 3

Y Y Y

Y Y Y

All All All

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Type SLM_FIELD_DISP LAY SLM_LST_CATEG ORY ABO_BR_SUBMIT _STATUS ABO_BR_SUBMIT _STATUS WF_GROUP_CD ABO_BR_ACTSET _TEMPLTE_TYPE ABO_BR_ACTSET _TEMPLTE_TYPE ABO_BR_ACTSET _TEMPLTE_TYPE ABO_BR_TEMPLT E_INSTANCE_SCO PE ABO_BR_TEMPLT E_INSTANCE_SCO PE ABO_BR_TEMPLT E_INSTANCE_SCO PE ABO_BR_HEADER _STATUS ABO_BR_HEADER _STATUS ABO_BR_HEADER _STATUS FS_ORDER_TYPE

Display Value Assets Assets

LIC Assets SLM List Member Asset Processin g Queued ABO Bulk Request New Modify Upgrade All

Language Name English-American English-American

Order -

Active Y Y

Translate Y N

Replication Level All All

Processing Queued ABO Bulk Request New Modify Upgrade All

English-American English-American English-American English-American English-American English-American English-American

5 6 1 1 2 3 1

Y Y Y Y Y Y Y

Y Y Y Y Y Y Y

All All All All All All All

Include

Include

English-American

All

Exclude

Exclude

English-American

All

Explode Fault Exploded Exploding Bulk Request Explode Order Replace Contact Id

Explode Fault Exploded Explodin g Bulk Request Explode Order Replace Contact Id Service Id

English-American English-American English-American English-American

9 10 11 18

Y Y Y Y

Y Y Y Y

All All All All

ABO_BR_ACTION _CODE ABO_BR_TEMPLT E_INSTANCE_TYP E ABO_BR_TEMPLT E_INSTANCE_TYP E

English-American English-American

7 1

Y Y

Y Y

All All

Service Id

English-American

All

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Type ABO_BR_EXCEPTI ON_TYPE ABO_BR_EXCEPTI ON_TYPE

Display Value E&C Explode Error

LIC E&C Explode Error

Language Name English-American English-American

Order 1 6

Active Y Y

Translate Y Y

Replication Level All All

3 4

After verifying the records in the preceding table, navigate to Menu > Clear Cache. Log out of the Siebel application and then log back in.

Signals

To verify the ABOBulkRequestCheckEligibility signal 1 2 3 4


Navigate to Administration - Order Management -> Signals. In the Signals list view, confirm that the signal ABOBulkRequestCheckEligibility has been created. In the Versions list view, click on the Work Space link to drill down to the Actions list view. In the Actions list view, verify the following. Sequence 1 Service Type Workflow Service Name PSP Driver Workflow Process Service Method RunProcess

In the Parameters list view, verify the following. Name CPScope Pick Mode Project Asset Key RowScope SubPSPWFName Variable Map - Context Variable Map - Row Set Value Whole Post-Pick Delay Selected ABO Bulk Request - Check Eligibility & Compatibility Cfg Eligibility Variable Map - Context ABO Bulk Request Eligibility Variable Map - Row Set

Variable Maps Use 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.

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2 3 4

Verify that the ABO Bulk Request Eligibility Variable Map - Row Set variable map has been created. Click on the Work Space link. In the Variable Definition view, verify the following. NOTE: The Path, Mode, and Source Type fields are shown in the Variable Sources view.
In/ Out In In In In In In On Null Ignore Ignore Ignore Ignore Ignore Ignore

Name Account Id Action Code City Class Id Country Covered Asset Product Id

Type ID Text Text ID Text ID

Path $Current/Header/Account Id $Current/Line Item/Action Code $Current/Header/City $Current/Line Item/Class Id $Current/Header/Country $Current/Line Item/ Covered Asset Product Id $Current/Line Item/ Covered Asset Product Id $Current/Line Item/ Covered Asset Product Id

Mode Any Any Any Any Any Agreement Order Quote

Source Type Instance Instance Instance Instance Instance Instance

Covered Line Item Id

In

ID

Ignore

$Current/Line Item/ Covered Line Item Id $Current/Line Item/ Covered Line Item Id $Current/Line Item/ Covered Line Item Id

Agreement Order Quote Any Any Any Any Any Any

Instance

Covered Product Id Eligibility Reason Eligibility Status Exclude Pricing Flag Id Inclusive Eligibility Flag Name Parent Item Id Post Pick

In In/Out In/Out In/Out In In

ID Text Text Boole an ID Boole an Text ID Text

Ignore Ignore Ignore Ignore Ignore Ignore

$Current/Line Item/ Covered Product Id $Current/Line Item/ Eligibility Reason $Current/Line Item/ Eligibility Status $Current/Line Item/ Exclude Pricing Flag $Current/Line Item/Id $Current/Line Item/ Inclusive Eligibility Flag $Current/Line Item/Name $Current/Line Item/Parent Id $Current/Line Item/Post Pick CD

Instance Instance Instance Instance Instance Instance

In In In

Ignore Ignore Ignore

Any Any Any

Instance Instance Instance

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Name Postal Code Pre Pick Pricelist Id

In/ Out In In In

Type Text Boole an ID

On Null Ignore Ignore Ignore

Path $Current/Header/Postal Code $Current/Line Item/Pre Pick CD $Current/Line Item/Item Price List Id $Current/Line Item/Item Price List Id $Current/Line Item/Item Price List Id $Current/Line Item/Item Price List Id

Mode Any Any Agreement Config Order Quote Any Any Any Any Quote Any Agreement Order Quote Agreement Order Quote Any Any Order Quote

Source Type Instance Instance Instance

Prod Prom Id Product Id Product Line Id Product Port Id Promotion Item Flag Quantity Root Bundle Flag

In In In In In In In

ID ID ID ID Boole an Integ er Boole an

Ignore Ignore Ignore Ignore Ignore Ignore Ignore

$Current/Line Item/Prod Prom Id $Current/Line Item/ Product Id $Current/Line Item/ Product Line Id $Current/Line Item/Port Item Id $Current/Line Item/ Promotion Item Flag $Current/Line Item/ Quantity $Current/Line Item/Root Bundle Flag $Current/Line Item/Root Bundle Flag $Current/Line Item/Root Bundle Flag

Instance Instance Instance Instance Instance Instance Instance

Sales Service Flag

In

Boole an

Ignore

$Current/Line Item/Sales Service Flag $Current/Line Item/Sales Service Flag $Current/Line Item/Sales Service Flag

Instance

State Usage Asset Product Id

In In

Text ID

Ignore Ignore

$Current/Header/State $Current/Line Item/Usage Asset Product Id $Current/Line Item/ Covered Asset Id $Current/Line Item/Usage Asset Product Id

Instance Instance

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In the Modes view, verify the following. Mode Any Object Line Item

Data Maps Use the following procedures to verify the ACR 499 data maps.

To verify the ABO Bulk Request Action Set Agreement Inbound Map 1 2
Navigate to Administration Integration > Data Map Editor. 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. Source Component Header Target Component Action Set Source Expression [Account] [Account Id] Instance Line Item Instance [Agreement Id]

Name Action Set

Target Field Name Customer Account Customer Account Id Agreement Id

To verify the ABO Bulk Request Action Set Asset Inbound Map 1 2
Navigate to Administration Integration > Data Map Editor. 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. Source Component Header Line Item

Name Action Set Instance

Target Component Action Set Instance

Source Expression [Owner Account Id] [Id] [Product Id] [Name] [Root Id] [Service Id]

Target Field Name Customer Account Id Asset Id Product Id Product Name Root Asset Id Service Id

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To verify the ABO Bulk Request Action Set Contact Inbound Map 1 2
Navigate to Administration Integration > Data Map Editor. 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. Target Component Action Set

Name Action Set

Source Component Account

Source Expression [Name] [Account Id]

Target Field Name Customer Account Customer Account Id Email Address Unique Id

Instance

Related Contact

Instance

[Email Address] [Contact Id]

To verify the ABO Bulk Request Action Set Network Inbound Map 1 2
Navigate to Administration Integration > Data Map Editor. 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. Integration Component Header Line Item Target Component Action Set Instance

Name Action Set Instance

Source Expression [Owner Account Id] [Id] [Compound Product Number] [Root Id] [Service Id]

Target Field Name Customer Account Id Asset Id Compound Product Number Root Asset Id Service Id

To verify the ABO Bulk Request All Contact Inbound Map 1


Navigate to Administration Integration > Data Map Editor.

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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. Source Component Account Target Component Header

Name Action Set

Source Expression [Name] [Account Id]

Target Field Name Customer Account Customer Account Id Email Address Unique Id

Instance

Related Contact

Line Item

[Email Address] [Contact Id]

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.

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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 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 Workflow Name ABO Bulk Request - Promotion Disconnect Process ABO Bulk Request - Modify Promotion Products & Services Process ABO Bulk Request - Edit Iterate Process ABO Bulk Request - Disconnect Iterate Process ABO Bulk Request - Cancel Process Workflow ABO Bulk Request -Validate Process ABO Bulk Request - Explode Workflow ABO Bulk Request - Explode Driver Workflow ABO Bulk Request - Promotion Disconnect Sub Process ABO Bulk Request - Edit Complex Asset Workflow ABO Bulk Request - Promotion Disconnect Integration SubProcess ABO Bulk Request - Disconnect Asset Subprocess ABO Bulk Request - Edit Promotion Related Asset Workflow ABO Bulk Request - Promotion - Update Matched Items Sub Process ABO Bulk Request - Promotion - Add Missed Items Sub Process ABO Bulk Request - Add Sub-Process Workflow ABO Bulk Request - ApplyProductPromotion ABO Bulk Request - All Instances Sub Process New/Modified New New New Modified Modified Modified New New New New New New New New New Modified New Modified Project ABO Bulk Request ABO Bulk Request ABO Bulk Request ABO Bulk Request ABO Bulk Request ABO Bulk Request ABO Bulk Request ABO Bulk Request ABO Bulk Request ABO Bulk Request ABO Bulk Request ABO Bulk Request ABO Bulk Request ABO Bulk Request ABO Bulk Request ABO Bulk Request ABO Bulk Request ABO Bulk Request

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Sequence 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35

Workflow Name ABO Bulk Request - Modify Sub-Process Workflow ABO Bulk Request - Delete Sub-Process Workflow ABO Bulk Request - Upgrade Sub-Process Workflow ABO Bulk Request - Suspend_Resume SubProcess Workflow.xml ABO Bulk Request - ModifyWebServiceOrder ABO Bulk Request - Check Eligibility & Compatibility ABO Bulk Request - Process Action SubProcess Workflow ABO Bulk Request - Disconnect Products & Services Process ABO Bulk Request - Inclusive Process Action Sub-Process Workflow ABO Bulk Request - All Exclusive Process Action Sub-Process Workflow ABO Bulk Request - Prepare Action Set SubProcess Workflow ABO Bulk Request - Sub Process Workflow ABO Bulk Request - Parallel Sub Process Workflow ABO Bulk Request - Submit Process Workflow ABO Bulk Request - Submit Driver Process Workflow ABO Bulk Request Add Item Customize SubProcess Quotes ABO Bulk Request Add Item Customize Process

New/Modified Modified Modified Modified Modified New New Modified New Modified Modified Modified Modified Modified Modified Modified Modified Modified

Project ABO Bulk Request ABO Bulk Request ABO Bulk Request ABO Bulk Request ABO Bulk Request ABO Bulk Request ABO Bulk Request ABO Bulk Request ABO Bulk Request ABO Bulk Request ABO Bulk Request ABO Bulk Request ABO Bulk Request ABO Bulk Request ABO Bulk Request ABO Bulk Request ABO Bulk Request

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.

Use the following steps to publish the workflows:

Log into the Siebel application as an administrator.

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Navigate to Administration - Business Process > Workflow Deployment and activate the workflows in the following order: Sequence 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 Workflow Name ABO Bulk Request - Promotion Disconnect Process ABO Bulk Request - Modify Promotion Products & Services Process ABO Bulk Request - Edit Iterate Process ABO Bulk Request - Disconnect Iterate Process ABO Bulk Request - Cancel Process Workflow ABO Bulk Request -Validate Process ABO Bulk Request - Explode Workflow ABO Bulk Request - Explode Driver Workflow ABO Bulk Request - Promotion Disconnect Sub Process ABO Bulk Request - Edit Complex Asset Workflow ABO Bulk Request - Promotion Disconnect Integration SubProcess ABO Bulk Request - Disconnect Asset Sub-process ABO Bulk Request - Edit Promotion Related Asset Workflow ABO Bulk Request - Promotion - Update Matched Items Sub Process ABO Bulk Request - Promotion - Add Missed Items Sub Process ABO Bulk Request - Add Sub-Process Workflow ABO Bulk Request - ApplyProductPromotion ABO Bulk Request - All Instances Sub Process ABO Bulk Request - Modify Sub-Process Workflow ABO Bulk Request - Delete Sub-Process Workflow ABO Bulk Request - Upgrade Sub-Process Workflow ABO Bulk Request - Suspend/Resume Sub-Process Workflow ABO Bulk Request - ModifyWebService-Order ABO Bulk Request - Check Eligibility & Compatibility ABO Bulk Request - Process Action Sub-Process Workflow ABO Bulk Request - Disconnect Products & Services Process ABO Bulk Request - Inclusive Process Action Sub-Process Workflow ABO Bulk Request - All Exclusive Process Action Sub-Process Workflow ABO Bulk Request - Prepare Action Set Sub-Process Workflow ABO Bulk Request - Sub Process Workflow

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Sequence 31 32 33 34 35

Workflow Name ABO Bulk Request - Parallel Sub Process Workflow ABO Bulk Request - Submit Process Workflow ABO Bulk Request - Submit Driver Process Workflow ABO Bulk Request Add Item Customize SubProcess Quotes ABO Bulk Request Add Item Customize Process

NOTE: The status of each workflow changes from In Progress to Complete after the workflow is published.

After activating the workflows, reload the runtime events as follows:

a b

Navigate to Administration - Runtime Events. Choose reload runtime events once.

Adding Responsibilities for New Views


1 2
From the Siebel application, navigate to Administration - Application > Views. Query for the views listed in the following table. NOTE: If the views do not exist, add them. Default Local Access Y Y Y Y Y Y

View Name ABO Bulk Request Action Set Quotes View ABO Quote Item Drill Down View ABO BR List Mgmt Assets View - All ABO Bulk Request Template View Asset Target Query View ABO Bulk Request Explode Exceptions View

Description ABO Bulk Request Action Set Quotes View ABO Quote Item Drill Down View ABO BR List Mgmt Assets View All ABO Bulk Request Template View Asset Target Query View ABO Bulk Request Explode Exceptions View

3 4 5

Navigate to the Responsibilities applet and associate the Siebel Administrator responsibility to all of these views. Navigate to Administration User > Users, query for SADMIN in the User Id field, and add the Siebel Administrator responsibility to the SADMIN user. Log out of the Siebel application and log back in.

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Adding New Order Types


1 2
From the Siebel application, navigate to Administration - Data > Orders > Order Types. Create a record with the following values:

Order Type: Bulk Request Explode Order Type Code: Sales

Adding New System Preferences


1 2
Navigate to Administration - Application > System Preferences. Create a new record with the following values:

System Preference Name: Enable ACR499 BulkRequest System Preference Value: Y

Modifying Variable Maps


You 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 2 3 4


Navigate to Administration - Order Management > Variable Maps. Query for the Product Eligibility Variable Map - Context variable map and lock the object. Click the Work Space link. 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 Account Id In/Out In Type ID On Null Ignore Path $Current/Header/ Customer Account Id $Current/ActionSet/ Customer Account Id Mode Bulk Request External Bulk Request Source Type Instance

In the Modes view, create records as shown in the following table. Mode Bulk Request External Bulk Request Object Name Header ActionSet

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Navigate back to the Variable Maps link and query for Product Eligibility Variable Map - Context again. Click Release New Version and select Menu > Clear Cache.

To modify the Product Eligibility Variable Map - Row Set variable map 1 2 3 4
Navigate to Administration - Order Management > Variable Maps. Query for the Variable Product Eligibility Variable Map - Row Set and lock the object. Click the Work Space link. 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. Source Type Instance

Name Account Id

In/Out In

Type ID

On Null Ignore

Path $Current/Line Item/ Account Id $Current/Instance/ Agreement Id $Current/Instance/Asset Id $Current/Instance/ Compound Product Number $Current/Instance/Email Address $Current/Instance/ Product Name $Current/Instance/Root Asset Id

Mode External Bulk Request External Bulk Request External Bulk Request External Bulk Request External Bulk Request External Bulk Request External Bulk Request

Agreement Id

In

ID

Ignore

Instance

Asset Id

In

ID

Ignore

Instance

Compound Product Number Email Address

In

Text

Ignore

Instance

In

Text

Ignore

Instance

Product Name

In

Text

Ignore

Instance

Root Asset Id

In

ID

Ignore

Instance

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Name Service Id

In/Out In

Type ID

On Null Ignore

Path $Current/Instance/ Service Id $Current/Instance/ Unique Id

Mode External Bulk Request External Bulk Request

Source Type Instance

Unique Id

In

ID

Ignore

Instance

In the Modes view, create a record with the following values:


Mode: External Bulk Request Object Name: Instance

6 7

Navigate back to the Variable Maps link and query for Product Eligibility Variable Map - Row Set again. Click Release New Version and select Menu > Clear Cache.

To modify the Cfg Eligibility Variable Map - Context variable map 1 2 3 4


Navigate to Administration - Order Management > Variable Maps. Query for the Cfg Eligibility Variable Map - Context variable map and lock the object. Click on the Work Space link. 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 Account Id

In/Out In

Type ID

On Null Ignore

Path $Current/Header/ Customer Account Id

Mode Bulk Request External Bulk Request

Source Type Instance

In the Modes view, create records as shown in the following table: Mode Bulk Request Any Object Name Header Header

Navigate back to the Variable Maps link and query for Cfg Eligibility Variable Map - Context again.

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Click Release New Version and select Menu > Clear Cache.

To modify the Default Eligibility Variable Map - Context variable map 1 2 3 4


Navigate to Administration - Order Management > Variable Maps. Query for the Default Eligibility Variable Map - Context variable map and lock the object. Click the Work Space link. 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. Source Type Instance

Name Account Id

In/Out In

Type ID

On Null Ignore

Path $Current/Header/ Customer Account Id $Current/ActionSet/ Customer Account Id

Mode Bulk Request External Bulk Request

In the Modes view, create records as shown in the following table: Mode Bulk Request External Bulk Request Object Name Header ActionSet

6 7

Navigate back to the Variable Maps link and query for Default Eligibility Variable Map - Context again. Click Release New Version and select Menu > Clear Cache.

To modify the Default Pricing Eligibility Variable Map - Row Set variable map 1 2 3
Navigate to Administration - Order Management > Variable Maps. Query for the Default Pricing Eligibility Variable Map - Row Set variable map and lock the object. Click the Work Space link.

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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. Source Type Instanc e Instanc e

Name Action Code Prod Prom Id

In/Out In/Out

Type Text

On Null Ignore

Path $Current/Line Item/Action Code $Current/Line Item/Prod Prom Id

Mode External Bulk Request External Bulk Request External Bulk Request External Bulk Request

In/Out

ID

Ignore

Prod Prom Instance Id Prod Prom Rule Id

In/Out

ID

Ignore

$Current/Line Item/Prod Prom Instance Id

Instanc e

In/Out

ID

Ignore

$Current/Line Item/Prod Prom Rule Id

Instanc e

In the Modes view, create a record with the following values:


Mode: External Bulk Request Object Name: Line Item

6 7

Navigate back to the Variable Maps link and query for Default Pricing Eligibility Variable Map Row Set again. Click Release New Version and select Menu > Clear Cache.

Modifying Integration Data Maps


Use the procedures in the following section to modify the data maps for ACR 499.

To modify the Bulk Request Order IO Map 1 2 3 4


Navigate to Administration Integration > Data Map Editor. Query for Bulk Request Order IO Map. Delete all of the records from Integration Component Map applet. In the Integration Object Map Applet, click on Auto-Map.

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Verify the following records in the Integration Component Map Applet. Name Header_to_Header Line Item_to_Line Item XA_to_XA Source Component Header Line Item XA Target Component Header Line Item XA

To modify the Bulk Request Quote IO Map 1 2 3 4 5


Navigate to Administration Integration > Data Map Editor. Query for Bulk Request Quote IO Map. Delete all the records from Integration Component Map Applet. In the Integration Object Map Applet, click on Auto-Map. Verify the following records in the Integration Component Map Applet. Name Header_to_Header Line Item_to_Line Item XA_to_XA Source Component Header Line Item XA Target Component Header Line Item XA

To modify the ABO Bulk Request SIS OM Order IO Map 1 2 3 4 5 6 7 8


Navigate to Administration Integration > Data Map Editor. Query for ABO Bulk Request SIS OM Order IO Map. Delete all the records from Integration Component Map Applet. In the Integration Object Map Applet, click on Auto-Map. Select Header_to_Header in the Integration Component Map Applet. In the Integration Field Applet, change the Source Expression [Order Type] to LookupValue ("FS_ORDER_TYPE", "Bulk Request Template Order"). Select Line Item_to_Line Item in IC Map Applet and repeat Step 6. Delete the following values from the Integration Field Map Applet for all four Integration Component Maps. Source Expression [Created] [Created By] [Id] Target Field Name Created Created By Id

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Source Expression [Mod Id] [Updated] [Updated By] [Conflict Id]

Target Field Name Mod Id Updated Updated By Conflict Id

Delete the following fields from Integration Field Map Applet, corresponding to the Header_to_Header mappings. Source Expression [Revision Number] [Order Number] [Quote Number] Target Field Name Revision Number Order Number Quote Number

10 Delete the following fields from Integration Field Map Applet, corresponding to the XA_to_XA
mappings. Source Expression [Parent Id] Target Field Name Parent Id

To modify the ABO Bulk Request SIS OM Quote IO Map 1 2 3 4 5 6 7 8


Navigate to Administration Integration > Data Map Editor. Query for the ABO Bulk Request SIS OM Quote IO Map. Delete all the records from Integration Component Map Applet. In the Integration Object Map Applet, click on Auto-Map. Select Header_to_Header in the Integration Component Map Applet. In the Integration Field Applet, change the Source Expression [Quote Type] to LookupValue ("QUOTE_TYPE", "Bulk Request Template Quote"). Select Line Item_to_Line Item in IC Map Applet and repeat Step 6. Delete the following values from the Integration Field Map Applet for all four Integration Component Maps. Source Expression [Created] [Created By] [Id] Target Field Name Created Created By Id

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Source Expression [Mod Id] [Updated] [Updated By] [Conflict Id]

Target Field Name Mod Id Updated Updated By Conflict Id

Delete the following fields from Integration Field Map Applet, corresponding to the Header_to_Header mappings. Source Expression [Parent Quote Id] [Revision] [Quote Number] Target Field Name Parent Quote Id Revision Quote Number

10 Delete the following fields from Integration Field Map Applet, corresponding to the Line
Item_to_Line Item mappings. Source Expression [Parent Id] Target Field Name Parent Id

11 Delete the following fields from Integration Field Map Applet, corresponding to the XA_to_XA
mappings. Source Expression [Parent Id] Target Field Name Parent Id

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: Replic ation Level All

Type LOV_TYPE

Display Value UINBOX_INBOX _TYPE

LIC UINBOX_IN BOX_TYPE

Language Name EnglishAmerican

Order -

Active Y

Translate Y

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Navigate to Inbox Administration > All Inbox Types and verify that the records listed in the following table exist. Name Bulk Request Exception Bulk Request Status Bulk Request Cancelled Business Object Name ABO Bulk Request ABO Bulk Request ABO Bulk Request Category BULK REQUEST BULK REQUEST BULK REQUEST Action Type UINBOX_INBOX_TYPE UINBOX_INBOX_TYPE UINBOX_INBOX_TYPE

3 4

Select each record from Step 2 and navigate to the Translations Tab. 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: Language English-American Display Name Bulk Request Exception

Back to Configuration Instructions for Enhancements and Updates

Instructions for ACR 500


The following sections contain information about how to apply and configure ACR 500. CAUTION: You must install ACR 471 before you install ACR 500.

Release Notes for ACR 500


The following section contains information about known issues with ACR 500, as well as any applicable workarounds.

Wrong Display Mode in Message Type Category: 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:

Within the Siebel application, navigate to Administration - Order Management > Message Types, and query for the following message types:

Promotion - Multiple Commitment Broken Message - Debundle

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Promotion - Broken Commitment Error - Debundle Promotion - Component Commitment Penalty Promotion - Bottomup Recommendation For Assets Promotion - No Promotion Recommendations Promotion - Multiple Commitment Broken Message - Components Promotion - Broken Component Commitment Error

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: Message Type Promotion - Multiple Commitment Broken Message - Debundle Promotion - Broken Commitment Error Debundle Promotion - Component Commitment Penalty Promotion - Bottomup Recommendation For Assets Promotion - No Promotion Recommendations Promotion - Multiple Commitment Broken Message - Components Promotion - Broken Component Commitment Error Display Mode (ENU) Active Active Passive Active List Active Active Active Display Mode (DEU) Aktiv Aktiv Passiv Aktive Liste Aktiv Aktiv Aktiv

For each of the message types mentioned above, select Menu > Clear Cache.

Error Messages Occur When Debundling Promotions Category: 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.

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To edit the ISS Promotion Upgrade Process workflow 1 2 3


Within Siebel Tools, navigate to Object Explorer, and select Workflow Processes. Query for the ISS Promotion Upgrade Process workflow and revise the workflow. In the revised workflow, select Edit Workflow Process from the menu, and add the following Process Property. Name Root Account Id Display Name Root Account Id In/Out In/Out Business Object Account Data Type String

Add the following output argument in the Get Account Details step: Business Component Name Account Business Component Field Master Account Id

Property Name Root Account Id

Type Business Component

Add the following input argument in the Disconnect Old Promotion step: Subprocess Input Root Account Id Type Process Property Property Name Root Account Id

Publish and activate the workflow.

To edit the ISS Promotion Split Process workflow 1 2 3


Within Siebel Tools, navigate to Object Explorer, and select Workflow Processes. Query for the ISS Promotion Split Process workflow and revise the workflow. In the revised workflow, select Edit Workflow Process from the menu, and add the following process property: Name Root Account Id Display Name Root Account Id In/Out In/Out Business Object Account Data Type String

Add the following output argument in the Get Account Details step: Business Component Name Account Business Component Field Master Account Id

Property Name Root Account Id

Type Business Component

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Add the following input argument in the Disconnect Old Promotion step. Subprocess Input Root Account Id Type Process Property Property Name Root Account Id

Publish and activate the workflow.

To edit the ISS Promotion Merge SubProcess workflow 1 2 3


Within Siebel Tools, navigate to Object Explorer and select Workflow Processes. Query for the ISS Promotion Merge SubProcess workflow and revise the workflow. In the revised workflow, select Edit Workflow Process from the menu, and add the following process property. Name Root Account Id Display Name Root Account Id In/Out In/Out Business Object Account Data Type String

Add the following output argument in the Get Account Details step: Business Component Name Account Business Component Field Master Account Id

Property Name Root Account Id

Type Business Component

Add the following input argument in the Disconnect Old Promotion step: Subprocess Input Root Account Id Type Process Property Property Name Root Account Id

Publish and activate the workflow.

To edit the ISS Promotion Debundle Integration SubProcess workflow 1 2 3


Within Siebel Tools, navigate to Object Explorer, and select Workflow Processes. Query for the ISS Promotion Debundle Integration SubProcess workflow and revise the workflow. In the revised workflow, select Edit Workflow Process from the menu, and add the following process property. Business Object Account

Name Root Account Id

Display Name Root Account Id

In/Out In/Out

Data Type String

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Add the following input argument in the Disconnect SubProcess step: Subprocess Input Root Account Id Type Process Property Property Name Root Account Id

Publish and activate the workflow.

To edit the ISS Promotion Debundle Process workflow 1 2 3


Within Siebel Tools, navigate to Object Explorer, and select Workflow Processes. Query for the ISS Promotion Debundle Process workflow and revise the workflow. In the revised workflow, select Edit Workflow Process from the menu, and add the following process property: Name Root Account Id Display Name Root Account Id In/Out In/Out Business Object Account Data Type String

Add the following output argument in the Get Account Details step: Business Component Name Account Business Component Field Master Account Id

Property Name Root Account Id

Type Business Component

Add the following input argument in the Debundle Sub-process step: Subprocess Input Root Account Id Type Process Property Property Name Root Account Id

Publish and activate the workflow.

NOTE: After activating all the workflows, reload the run time events.

Applying ACR 500


1
Open tools.cfg from <Tools Install Directory>\Bin\Enu and verify the [Siebel] section.

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Make sure that the SymStrPrefix entry has been set to SBL_ [Siebel] .. .; SymStrPrefix parameter needs to be X_ for Siebel customers. SymStrPrefix .. = SBL_

3 4

In Siebel Tools, create a project called ISS Promotion Split Merge. In Siebel Tools, lock all of the following projects:

Account 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

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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 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.

After you have imported the SIF files, within Object Explorer, navigate to Table, and do the following:

a b 7

Query for all the changed objects and select them. Click the Apply/DLL button, click Apply, and then click OK to apply the changes to the physical database.

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 9

If the Siebel Server is running, stop it. Compile all the locked projects using Tools > Compile Projects. server.

10 Save the SRF to <Siebel Server Install folder>\objects\ENU\siebel_sia.srf on the installed Siebel

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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 1 Workflow Name ISS Promotion Calculate Component Penalty Charges SubProcess ISS Promotion Calculate Related Objects Penalty Charges SubProcess ISS Promotion Disconnect Component SubProcess ISS Promotion Disconnect Process ISS Promotion Disconnect Integration SubProcess ISS Promotion Upgrade Charge Proration SubProcess ISS Promotion Create Agreement Details ISS Promotion Agreement Management Sub Process ISS Promotion Upgrade Check Agreement SubProcess SIS OM Edit Service Order Line Item ISS Promotion Debundle Integration SubProcess ISS Promotion Debundle Process ISS Promotion Recommendation For Assets ISS Add To Promotion Sub Process ISS Promotion Check Order Item Sub Process ISS Promotion Check Quote Item Sub Process ISS Promotion Add To Promotion Process ISS Promotion Commitment Compliance Check SubProcess New/Modified? New Project ISS Promotion Workflow

New

ISS Promotion Workflow

3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18

New Modified Modified New Modified Modified New Modified New New New New New New New Modified

ISS Promotion Workflow ISS Promotion Workflow ISS Promotion Workflow ISS Promotion Workflow ISS Promotion Workflow ISS Promotion Workflow ISS Promotion Workflow SIS OM Base Architecture ISS Promotion Workflow ISS Promotion Workflow ISS Promotion Workflow ISS Promotion Workflow ISS Promotion Workflow ISS Promotion Workflow ISS Promotion Workflow ISS Promotion Workflow

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Sequence 19 20 21 22 23 24 25 26 27 28 29

Workflow Name ISS Promotion Disconnect Process - for Verify ISS Promotion Edit Integration SubProcess ISS Promotion Merge SubProcess ISS Promotion Merge Process ISS Promotion Split Process ISS Promotion Upgrade Process ISS Promotion Verify SubProcess SIS OM Modify Products & Services Process SIS OM Disconnect Asset Subprocess SIS OM Edit Complex Asset Workflow SIS OM Edit Delta Quote Line Item

New/Modified? Modified Modified New New New Modified Modified Modified Modified Modified Modified

Project ISS Promotion Workflow ISS Promotion Workflow ISS Promotion Workflow ISS Promotion Workflow ISS Promotion Workflow ISS Promotion Workflow ISS Promotion Workflow SIS OM Base Architecture SIS OM Base Architecture SIS OM Base Architecture SIS OM Base Architecture

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: Sequence 1 2 3 4 5 6 7 Workflow ISS Promotion Calculate Component Penalty Charges SubProcess ISS Promotion Calculate Related Objects Penalty Charges SubProcess ISS Promotion Disconnect Component SubProcess ISS Promotion Disconnect Process ISS Promotion Disconnect Integration SubProcess ISS Promotion Upgrade Charge Proration SubProcess ISS Promotion Create Agreement Details

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Sequence 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29

Workflow ISS Promotion Agreement Management Sub Process ISS Promotion Upgrade Check Agreement SubProcess SIS OM Edit Service Order Line Item ISS Promotion Debundle Integration SubProcess ISS Promotion Debundle Process ISS Promotion Recommendation For Assets ISS Promotion Check Order Item Sub Process ISS Promotion Check Quote Item Sub Process ISS Add To Promotion Sub Process ISS Promotion Add To Promotion Process ISS Promotion Commitment Compliance Check SubProcess ISS Promotion Disconnect Process - for Verify ISS Promotion Edit Integration SubProcess ISS Promotion Merge SubProcess ISS Promotion Merge Process ISS Promotion Split Process ISS Promotion Upgrade Process ISS Promotion Verify SubProcess SIS OM Modify Products & Services Process SIS OM Disconnect Asset Sub-process SIS OM Edit Complex Asset Workflow SIS OM Edit Delta Quote Line Item

17 Navigate to Administration - Runtime Events, and choose to reload runtime events for each
event.

Importing Seed Data for ACR 500


1
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.

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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 4 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, perform Step 5 or Step 6. If you are installing ENU (English Language), do the following:

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 c 6

Review the <Tools Install Directory>\temp\dataimp_seed.log file to make sure that the import completed successfully. 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 343.

If you are installing a language other than ENU, perform the following steps:

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

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 343.

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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 3 4 5

In the Options tab, under Languages, select a source language and a target language. Click the Import tab. Enter the directory path and name of the file you are going to import. Click the Import button to import the data.

Adding Responsibilities for New Views


1 2
From the Siebel application, navigate to Administration - Application > Views. Query for the views listed in the following table: Default Local Access Y Y Y

View Name ISS Promotion Merge View ISS Promotion Split View ISS Promotion Upgrade Aggregate View

Description ISS Promotion Merge View ISS Promotion Split View ISS Promotion Upgrade Aggregate View

3 4 5 6

Navigate to the Responsibilities applet and associate the Siebel Administrator responsibility to all of these views. Navigate to Administration User > Users, query for SADMIN in the User Id field, and add the Siebel Administrator responsibility to the SADMIN user. Stop the Siebel Server and then restart it to make your changes visible. Log into the Siebel application and verify that the Split and Merge view appears on the Administration - Product > Product Promotions.

Modifying Lists of Values


1
In the Siebel application, navigate to Administration - Data > List Of Values.

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Modify the values listed in the following table: Display Value Original Start Original End Now Language Name EnglishAmerican EnglishAmerican EnglishAmerican Replicati on Level All All All

Type PROMO_UPGRADE_ START_CD PROMO_UPGRADE_ START_CD PROMO_UPGRADE_ START_CD

LIC Original Start Original End Now

Order 1 2 3

Active Y Y Y

Translate Y Y Y

NOTE: Only the order of the LOVs has changed in the preceding table.

Modifying Variable Maps


Use the procedures in the following section to modify the variable maps associated with ACR 500.

Default Eligibility Variable Map - Context

1 2 3 4

Navigate to Administration - Order Management > Variable Maps. Query for the Variable map Default Eligibility Variable Map - Context and lock the object. Click on the Work Space link. 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.
Name Account Contracted Products Only Flag Account Id Account Type City In/Out In Type Boolean On Null Ignore Path $Current/ AccountHeader/Use Contracted Products Only Flag $Current/ AccountHeader/Id $Current/ AccountHeader/Type $Current/ AccountHeader/ Primary Account City $Current/ AccountHeader/ Primary Account Country Mode AccountHeader Source Type Instance

In In In

ID Text Text

Ignore Ignore Ignore

AccountHeader AccountHeader AccountHeader

Instance Instance Instance

Country

In

Text

Ignore

AccountHeader

Instance

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Name Postal Code

In/Out In

Type Text

On Null Ignore

Path $Current/ AccountHeader/ Primary Account Postal Code $Current/ AccountHeader/ Primary Account State

Mode AccountHeader

Source Type Instance

State

In

Text

Ignore

AccountHeader

Instance

In the Modes view, create a record with the following values: Mode AccountHeader Object Name AccountHeader

6 7

Navigate back to the Variable Maps link and query for Promotion Upgrade Eligibility Variable Map - Context again. Click Release New Version and select Menu > Clear Cache

Default Eligibility Variable Map - Row Set ProdProm

1 2 3 4

Navigate to Administration - Order Management > Variable Maps. Query for the Variable map Default Eligibility Variable Map - Row Set ProdProm and lock the object. Click on the Work Space link. 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. Name City In/Out In Type Text On Null Ignore Path $Current/ AccountHeader/ Primary Account City $Current/ AccountHeader/ Primary Account Country $Current/ AccountHeader/ Primary Account Postal Code Mode AccountHeader Source Type Instance

Country

In

Text

Ignore

AccountHeader

Instance

Postal Code

In

Text

Ignore

AccountHeader

Instance

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Name State

In/Out In

Type Text

On Null Ignore

Path $Current/ AccountHeader/ Primary Account State $Current/ AccountHeader/ Price List Id

Mode AccountHeader

Source Type Instance

Price List Id

In

ID

Ignore

AccountHeader

Instance

In the Modes view, create a record with the following values: Mode AccountHeader Object Name ProdProm Line Item

6 7

Navigate back to the Variable Maps link and query for Default Eligibility Variable Map - Row Set ProdProm again. Click Release New Version and select Menu > Clear Cache.

Verifiying Seed Data for ACR 500


Use the procedures in the following section to verify the seed data for ACR 500.

To verify the system preferences for ACR 500


Use the following procedure to verify system preferences.

1 2

Navigate to Administration - Application > System Preferences. Verify the following system preferences: System Preference Value Y Y

System Preference Name All Assets Promotion Component Commitment

Description ACR500: Asset Based Promotions Recommendation and Apply ACR 500

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.

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Verify the following views. Default Local Access Y Y Y

View Name ISS Promotion Merge View ISS Promotion Split View ISS Promotion Upgrade Aggregate View

Description ISS Promotion Merge View ISS Promotion Split View ISS Promotion Upgrade Aggregate View

To verify the Lists of Values for ACR 500 1


Navigate to Administration - Data > LOV Explorer and verify the following values: Type PROMO_AGGREGATE_DURATION PROMO_OPER_TYPE Translate Y Y

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.
Display Value Merge Split Upgrade New Duration Original Maximum Original Minimum Earliest Start Earliest End Latest Start Language Name EnglishAmerican EnglishAmerican EnglishAmerican EnglishAmerican EnglishAmerican EnglishAmerican EnglishAmerican EnglishAmerican EnglishAmerican Replication Level All All All All All All All All All

Type PROMO_OPER_TYPE PROMO_OPER_TYPE PROMO_OPER_TYPE PROMO_AGGREGATE_D URATION PROMO_AGGREGATE_D URATION PROMO_AGGREGATE_D URATION PROMO_UPGRADE_STA RT_CD PROMO_UPGRADE_STA RT_CD PROMO_UPGRADE_STA RT_CD

LIC MERGE SPLIT UPGRADE New Duration Original Maximum Original Minimum Earliest Start Earliest End Latest Start

Order 1 2 3 1 2 3 4 5 6

Active Y Y Y Y Y Y Y Y Y

Translate Y Y Y Y Y Y Y Y Y

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Type PROMO_UPGRADE_STA RT_CD UMS_DISPLAY_MODE

Display Value Latest End Active List

LIC Latest End Active List

Language Name EnglishAmerican EnglishAmerican

Order 7 3

Active Y Y

Translate Y Y

Replication Level All All

Signals
Use the procedures in the following section to verify the signals for ACR 500.

To verify the SplitPromotion signal 1 2 3 4


Navigate to Administration - Order Management > Signals. In the Signals list view, confirm that the signal SplitPromotion has been created. In the Versions list view, click on the Work Space link to drill down to the Actions list view. In the Actions list view, verify the following: Sequence 1 Service Type Business Service Service Name ISS Promotion Edit UI Service Service Method ShowPopup

In the Parameters list view, verify the following: Name Applet Value ISS Promotion Split Popup Applet

In the Properties list view, verify the following: Name CanInvoke:Any Value [Product Type]=LookupValue('PROD_CD','Promotion')

To verify the MergePromotion signal 1 2 3 4


Navigate to Administration - Order Management > Signals. In the Signals list view, confirm that the signal MergePromotion has been created. In the Versions list view, click on the Work Space link to drill down to the Actions list view. In the Actions list view, verify the following: Sequence 1 Service Type Business Service Service Name ISS Promotion Management Service Service Method GetMergePromotion

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In the Properties list view, verify the following: Name CanInvoke:Any Value [Product Type]=LookupValue('PROD_CD','Promotion')

To verify the AddToPromotion signal 1 2 3 4


Navigate to Administration - Order Management > Signals. In the Signals list view, confirm that the signal AddToPromotion has been created. In the Versions list view, click on the Work Space link to drill down to the Actions list view. In the Actions list view, verify the following: Sequence 1 Service Type Business Service Service Name ISS Promotion Edit UI Service Service Method ShowPopup

In the Parameters list view, verify the following: Name Applet Value ISS Promotion Add To Promotion Popup Applet

To verify the AddToPromotionBilling signal 1 2 3 4


Navigate to Administration - Order Management > Signals. In the Signals list view, confirm that the signal AddToPromotionBilling has been created. In the Versions list view, click on the Work Space link to drill down to the Actions list view. In the Actions list view, verify the following: Sequence 1 Service Type Business Service Service Name ISS Promotion Edit UI Service Service Method ShowPopup

In the Parameters list view, verify the following: Name Applet Value ISS Promotion Add to Promotion Popup Applet (Billing)

To verify the GetPromoUpgradeEligibility signal 1 2


Navigate to Administration - Order Management > Signals. In the Signals list view, confirm that the signal GetPromoUpgradeEligibility has been created.

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3 4

In the Versions list view, click on the Work Space link to drill down to the Actions list view. In the Actions list view, verify the following: Sequenc e 1 Service Type Workflow Service Name PSP Driver Workflow Process Service Method RunProcess

Condition GetProfileAttr('SkipToEnd') = 'N' OR GetProfileAttr('SkipToEnd') IS NULL

In the Parameters list view, verify the following: Name CPScope RowScope SubPSPWFName Variable Map - Context Variable Map - Row Set Value Whole Selected Check Eligibility & Compatibility - Default Promotion Upgrade Eligibility Variable Map - Context Promotion Upgrade Eligibility Variable Map - Row Set

To verify the GetAgreementConditionalCharge signal 1 2 3 4


Navigate to Administration - Order Management > Signals. In the Signals list view, confirm that the signal GetAgreementConditionalCharge has been created. In the Versions list view, click on the Work Space link to drill down to the Actions list view. In the Actions list view, verify the following: Sequence 1 Service Type Business Service Service Name ISS Promotion Management Service Service Method GetAgreementConditionalCharge

Verifying Variable Maps


Use 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 2 3
Navigate to Administration - Order Management > Variable Maps. Verify that the variable map Promotion Upgrade Eligibility Variable Map - Context has been created. Click on the Work Space link.

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In the Variable Definition view, verify the following: NOTE: The Path, Mode and Source Type fields are shown in the Variable Sources view.
Name Account Contracted Products Only Flag Account Id Account Type City Country Eligibility Display Mode Mode Postal Code Price List Id State In/Out In Type Boolean On Null Ignore Path $Current/AccountHeader/Use Contracted Products Only Flag Mode Any Source Type Instance

In In In In In In In In In

ID Text Text Text Integer Text Text ID Text

Ignore Ignore Ignore Ignore Ignore Ignore Ignore Ignore Ignore

$Current/AccountHeader/Id $Current/AccountHeader/Type $Current/AccountHeader/City $Current/AccountHeader/Country PARAM_PSP_ELIGIBILITY_DISPL_MO DE Context Service/GetCurrentMode $Current/AccountHeader/Postal Code $Current/AccountHeader/Price List Id $Current/AccountHeader/State

Any Any Any Any Any Any Any Any Any

Instance Instance Instance Instance Server Parameter Business Service Instance Instance Instance

In the Modes view, verify the following: Mode Any Object Name AccountHeader

To verify the Promotion Upgrade Eligibility Variable Map - Row Set variable map 1 2 3 4
Navigate to Administration - Order Management > Variable Maps. Verify that the variable map Promotion Upgrade Eligibility Variable Map - Row Set has been created. Click on the Work Space link. In the Variable Definition view, verify the following: NOTE: The Path, Mode and Source Type fields are shown in the Variable Sources view.
Name Account Id In/Out In Type ID On Null Ignore Path $Current/AssetLineItem/ Root Asset Service Account Id $Current/Product/Class Id $Current/Product/Effective From $Current/Product/Effective To Mode AssetLineItem Source Type Instance

Class Id Effective From Effective To

In In In

ID Date Date

Ignore Ignore Ignore

Any Any Any

Instance Instance Instance

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Name Eligibility Reason Eligibility Status Inclusive Eligibility Flag Pre Pick Product Id Product Line Id

In/Out Out Out In In In In

Type Text Text Boolean Boolean ID ID

On Null Ignore Ignore Ignore Ignore Ignore Ignore

Path $Current/Product/Eligibility Reason $Current/Product/Eligibility Status $Current/Product/Inclusive Eligibility Flag $Current/Product/Pre Pick CD $Current/Product/Id $Current/Product/Product Line Id

Mode Any Any Any Any Any Any

Source Type Instance Instance Instance Instance Instance Instance

In the Modes view, verify the following: Mode Any AssetLineItem Object Name Product AssetLineItem

Message Types
Use 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.

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In the Message Type List view, verify that the Message Type Promotion - Multiple Commitment Broken Message - Debundle has been created. Display Mode Active

Name Promotion Multiple Commitment Broken Message Debundle

Group Promotion

Title Promotion Multiple Commitment Broken Message

Short Text 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.

Full Text 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.

In the Responses list view, verify the following: Response Type Respondent Interested Respondent Interested Suppress Repetition N

Sequence 1

Name Skip

Log N

Business Service ISS Promotion Management Service ISS Promotion Management Service

Method MsgResponse

Cancel

MsgResponse

In the Payload list view, verify the following: Payload Field Promotion Message Promotion Component Message

To verify the Promotion - Broken Commitment Error - Debundle message type 1


Navigate to Administration - Order Management > Message Types.

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In the Message Type list view, verify that the Message Type Promotion - Broken Commitment Error - Debundle has been created. Display Mode Active

Name Promotion Broken Commitment Error - Debundle

Group Promotion

Title Broken Commitment

Short Text Commitment broken for promotion component '[Prod Prom Name]'.

Full Text 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]. Click Accept to accept the penalty and de-bundle. Click Skip to exclude this component from de-bundle. Click Cancel to cancel the operation.

In the Responses list view, verify the following: Response Type Respondent Interested Respondent Interested Respondent Interested Suppress Repetition N

Sequence 1

Name Accept

Log N

Business Service ISS Promotion Management Service ISS Promotion Management Service ISS Promotion Management Service

Method MsgResponse

Skip

MsgResponse

Cancel

MsgResponse

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In the Payload list view, verify the following: Payload Field Prod Prom Name Commitment End Date Penalty

To verify the Promotion - Component Commitment Penalty message type 1 2


Navigate to Administration - Order Management -> Message Types. In the Message Type list view, verify that the Message Type Promotion - Component Commitment Penalty has been created. Display Mode Passive

Name Promotion Component Commitment Penalty

Group Promotion

Title Component Commitment Penalty

Short Text A penalty of [Penalty] for removing [Name] with Integration Id = [Integration Id] is triggered. Please click Cancel to avoid the penalty.

Full Text A penalty of [Penalty] for removing [Name] with Integration Id = [Integration Id] is triggered. Please click Cancel to avoid the penalty.

In the Payload list view, verify the following: Payload Field Integration Id Name Penalty

To verify the Promotion - Bottomup Recommendation For Assets message type 1


Navigate to Administration - Order Management -> Message Types.

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In the Message Type list view, verify that the Message Type Promotion - Bottomup Recommendation For Assets has been created. Display Mode Active List

Name Promotion Bottomup Recommendation For Assets

Group Promotion

Title Promotion Recommendation

Short Text Recommend [Prod Prom Name]

Full Text Recommend promotion '[Prod Prom Name]': [Promotion Description].

In the Responses list view, verify the following:


Suppress Repetition N Y Account Id

Sequence 1 2

Name Accept Reject

Response Type Respondent Interested No Interest

Log Y Y

Field

Business Service ISS Promotion Management Service ISS Promotion Management Service

Method MsgResponse MsgResponse

In the Payload list view, verify the following: Payload Field Account Id Response Field Account Id

To verify the Promotion - No Promotion Recommendations message type 1 2


Navigate to Administration - Order Management -> Message Types. In the Message Type list view, verify that the Message Type Promotion - No Promotion Recommendations has been created.
Display Mode Active

Name Promotion - No Promotion Recommendations

Group Promotion

Title Recommendations

Short Text There are no Promotion Recommendations for this account.

Full Text There are no Promotion Recommendations for this account.

To verify the Promotion - Multiple Commitment Broken Message - Components message type 1
Navigate to Administration - Order Management -> Message Types.

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In the Message Type list view, verify that the Message Type Promotion - Multiple Commitment Broken Message - Components has been created. Display Mode Active

Name Promotion Multiple Commitment Broken Message - Components

Group Promotion

Title Promotion Multiple Commitment Broken Message

Short Text Commitment has been broken for the following assets: [Message]

Full Text Commitment has been broken for the following assets: [Message] Please disconnect each asset individually to view the specific terms.

In the Payload list view, verify the following: Payload Field Message

To verify the Promotion - Broken Component Commitment Error message type 1 2


Navigate to Administration - Order Management -> Message Types. In the Message Type list view, verify that the Message Type Promotion - Broken Component Commitment Error has been created. Display Mode Active

Name Promotion Broken Component Commitment Error

Group Promotion

Title Broken Commitment

Short Text Commitment broken for promotion component '[Prod Prom Name]

Full Text '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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In the Responses list view, verify the following:


Suppress Repetition N N

Sequence 1 2

Name Accept Reject

Response Type Respondent Interested Respondent Interested

Log N N

Business Service ISS Promotion Management Service ISS Promotion Management Service

Method MsgResponse MsgResponse

In the Payload list view, verify the following: Payload Field Prod Prom Name Commitment End Date Penalty

Verifying Data Maps


Use the following procedure to verify the data maps for ACR 500.

To verify the data maps 1 2


Navigate to Administration - Application > Data Map Administration. Verify the following data maps: Sequence 1 2 XML File CreatePromotionAgreementCoveredAssets CreatePromotionItemAgreement

Back to Configuration Instructions for Enhancements and Updates

Instructions for ACR 502


The following section contains information about how to install and configure ACR 502.

Installing ACR 502


1
In Siebel Tools, lock the following projects:

EIM Asset EIM Order

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EIM Quote Table Asset 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

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.

After you have imported the SIF files, navigate to Table in the Object Explorer.

Query for all the changed objects and select them.

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b c 4

Click the Apply/DDL button to apply the changes to the physical database. Click Apply and then click OK.

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 6 7

Stop the Siebel Server if it is running. Select Tools > Compile Projects to compile the locked projects. 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). Start the Siebel Server. Update EIM mappings to reflect the new data model changes:

8 9

a b

Copy REPPATCH\VACR502\Repository\Table\EIM\eim45.sql and paste it into the <Installation Location>\SERVER\siebsrvr\SQLTEMPL folder. 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: Workflow Name Check Eligibility & Compatibility Default Product Eligibility & Compatibility Default Product Compatibility - Default Configurator Eligibility Compatibility Workflow Web Channel Product Eligibility & Compatibility Driver Workflow SIS OM Apply Completed Service Order Line Item to Service Profile SIS OM Move Process New/Modified Modified Modified Modified Modified Modified Modified Modified Project ISS Order Management Row Set Transformation Toolkit Row Set Transformation Toolkit Cfg RTC Web Channel Order Management SIS OM Base Architecture SIS OM Base Architecture

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.

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12 Log into the Siebel application as an administrator. 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: Sequence 1 2 3 4 5 6 7 Workflow Check Eligibility & Compatibility - Default Product Eligibility & Compatibility - Default Product Compatibility - Default Configurator Eligibility Compatibility Workflow Web Channel Product Eligibility & Compatibility Driver Workflow SIS OM Apply Completed Service Order Line Item to Service Profile SIS OM Move Process

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 502


Use the following procedure to import the seed data for ACR 502.

Create an ODBC entry for the database where you plan to import the seed data:

a b c d

Navigate to Start > Setting > Control Panel > Administrative Tools > Data Sources (ODBC), navigate to the System DSN tab, and click Add. Select the "Siebel Oracle90" driver (from Datadirect Technologies). Enter a data source name (such as DevelopmentDB). 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 2

Test your connection and click OK when tested successfully.

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.

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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 5 6

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 6 or Step 7. For ENU only, do the following:

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).

For languages other than ENU, do the following:

Run the following command after importing VACR502_Seed.dat file to import the localespecific 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.

In the Options tab, under Languages, select a source language and a target language.

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3 4 5

Click the Import tab, and enter the following directory path: ACR502\LMU\XXX\lmu\lmu_crm.slf, where XXX is the language code. Click the Import button to import the data. 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 502


The following section contains procedures for verifying signals, variable maps, lists of values, andsystem preferences for ACR 502.

PrepareEnableEngine

1 2 3 4

Navigate to Administration - Order Management > Signals. In the Signals list view, confirm that the PrepareEnableEngine signal was created. In the Versions list view, click on the latest version of the signal to drill down to the Actions list view. In the Actions list view, verify the following: Sequence 1 Service Type Business Service Service Name Remote Complex Object Instance Service Service Method PrepareEnableEngine

ReEnableiLogForQuickEdit

1 2 3 4

Navigate to Administration - Order Management > Signals. In the Signals list view, confirm that the ReEnableiLogForQuickEdit signal was created. In the Versions list view, click on the latest version of the signal to drill down to the Actions list view. In the Actions list view, verify the following: Sequence 1 Service Type Business Service Service Name Remote Complex Object Instance Service Service Method ReEnableiLogForQuickEdit

UpdateUIForQuickEdit

1 2 3

Navigate to Administration - Order Management > Signals. In the Signals list view, confirm that the UpdateUIForQuick Edit signal was created. In the Versions list view, click on the latest version of the signal to drill down to the Actions list view.

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In the Actions list view, verify the following: Sequence 1 Service Type Business Service Service Name Remote Complex Object Instance Service Service Method UpdateUIForQuickEdit

PrepareDisableEngine

1 2 3 4

Navigate to Administration - Order Management > Signals. In the Signals list view, confirm that the PrepareDisableEngine signal was created. In the Versions list view, click on the latest version of the signal to drill down to the Actions list view. In the Actions list view, verify the following: Sequence 1 Service Type Business Service Service Name Remote Complex Object Instance Service Service Method PrepareDisableEngine

Product Eligibility Variable Map - Context

1 2 3 4

Navigate to Administration - Order Management > Variable Maps. Query to find the "Product Eligibility Variable Map - Context" variable map. Click on the latest version of the variable map. In the Variable Definition view, verify the following records: Name Pre Pick Compatibility In/Out In Type Boolean On Null Ignore Default Value

In the Variable Sources view, create a record as shown in the following table: Mode Any Path PARAM_OM_PRODCFG_PREPICKCOMP Source Type Server Parameter

In the Variable Definition view, verify the following records: Name Pre Pick Mode In/Out In Type Text On Null Ignore Default Value

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In the Variable Sources view, create a record as shown in the following table: Mode Any Path $Current/Header/Pre Pick Mode Source Type Instance

8 9

Release the variable map and clear the cache. If you notice multiple workspaces for the variable map, use the following steps to correct the workspace:

a b c

Rename the Cfg Eligibility Variable Map - Context variable map to Old Cfg Eligibility Variable Map - Context. Navigate to Menu and select Copy Variable Map. 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 2 3 4

Navigate to Administration - Order Management > Variable Maps. Query to find the Cfg Eligibility Variable Map - Context" variable map. Click on the latest version of the variable map. In the Variable Definition view, verify the following records: Name Pre Pick Compatibility In/Out In Type Boolean On Null Ignore Default Value

In the Variable Sources view, create a record as shown in the following table: Mode Any Path PARAM_OM_PRODCFG_PREPICKCOMP Source Type Server Parameter

In the Variable Definition view, verify the following records: Name Pre Pick Mode In/Out In Type Text On Null Ignore Default Value

In the Variable Sources view, create a record as shown in the following table: Mode Any Path $Current/Header/Pre Pick Mode Source Type Instance

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Release the variable map and clear the cache.

**MT, 2/16/11: Fixed the naming conventions below. It incorrectly referred to Product Eligibility...**

If you notice multiple workspaces for the variable map, use the following steps to correct the workspace:

a b c

Rename the Cfg Eligibility Variable Map - Context variable map to Old Cfg Eligibility Variable Map - Context. Navigate to Menu and select Copy Variable Map. Rename the copied variable map to Cfg Eligibility Variable Map - Context, release the new version, and clear the cache.

List of Values

In the Siebel application, navigate to Administration - Data > LOV Explorer and verify that the following LOV types have been created: Type LOV_TYPE Display Value CFG_QUICKEDIT_BTN_TYPE Translate Y

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.
Display Value Turn On Quick-Edit Turn Off Quick-Edit Language Name English American English American Replication Level All All

Type CFG_QUICKEDIT_BTN_TYPE CFG_QUICKEDIT_BTN_TYPE

LIC CFG OFF CFG ON

Order 1 1

Active Y Y

Translate Y Y

Server Parameter

1 2

Navigate to the Administration - Server Configuration screen > Servers and Parameters view. Verify that the following server parameter has been created: Name Enable Pre Pick Compatibility Value False Value on Restart False

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.

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Configuring Siebel Developer Web Client for ACR 502


Use the following procedure to configure the Siebel Developer Web Client for ACR 502.

To configure the Siebel Developer Web Client for ACR 502 1 2 3


Use any text editor to open the .cfg file of the Siebel Developer Web Client. If the OrderManagement section already exists, add the following line to that section: EnablePrePickCompatibility = TRUE 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 Templates


If 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 2 3


Navigate to the <siebel install directory>\webtempl\ directory. Locate the "eCfgTopLevelButtonsJS.swt" web template file for the UI control and open it using a text editor (such as Notepad). Edit the file:

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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>

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 2


Navigate to the <siebel install directory>\webtempl\ directory. 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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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 -->

Within Internet Explorer, navigate to Tools > Internet Options > General tab, delete all of the temporary files and log into the Siebel application.

Back to Configuration Instructions for Enhancements and Updates

Instructions for ACR 508


The 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 166, do not perform the procedures in this section.

Unpacking the ACR508.zip File


Use the following procedure to unpack the ACR508.zip file.

To unzip the ACR508.zip file 1 2


Navigate to <Tools Install Directory>\REPPATCH. 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 367.) \SeedData (For more information, see Importing Seed Data for ACR 508 on page 368.) \SIFFiles \WFs \LMU

Applying ACR 508 Schema Changes to the Database


Siebel 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

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EIM_ORDER_ITEM 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

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.

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 508


Use 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 b c d e f g

Navigate to Start > Settings > Control Panel > Administrative Tools > Data Sources (ODBC). Navigate to the System DSN tab. Click Add. Select the "Siebel Oracle90" driver (from Datadirect Technologies). Enter a data source name (such as DevelopmentDB). Enter the server name to connect to. For Oracle, enter the TNS service name that you created to connect Siebel Tools to the database. Test your connection and click OK when you have verified that the connection was successful.

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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.

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 5

Review the log file in <Tools Install Directory>\temp\dataimp_seed.log file to make sure that the import completed successfully. 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.

Review the <Tools Install Directory>\temp\dataimp_seed.log file to make sure that the import completed successfully.

Siebel Tools Changes for ACR 508


1
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 3 4

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. Verify that the Project "Web Service Integration" project has been created. 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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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.

If you are installing languages other than ENU:

a b c d 7 8

Select > Tools > Utilities > ' Locale Management to import LMU files for your specific language into Siebel Tools. Select Source Language = English American Target Language = <Specific Language> Click on Import Tab > Browse to locate the LMU file you want to import and click Import.

Stop Siebel Server if it is running. 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

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.

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11 Import the workflows listed in the following table into the Siebel application.
Process Name SWISendOrder SWIReviseOrderValidation SWI Cancel Sales Order New/Modified Modified New New Project Web Service Integration Web Service Integration Web Service Integration

a b

Select Workflow Process in Siebel Tools Object Explorer. 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. 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 e f g h a b c

Repeat Step b through Step c of this procedure for of all the workflows in the folder. Log in to the Siebel application as an administrator, and navigate to the Site Map. Click on Administration - Business Process. Navigate to Workflow Deployment > Repository Workflow Process. Query for the workflow processes and activate them.

12 Activate the O2C Cancel Order Validation and SWI Revise Order Validation rule sets:
Navigate to Site Map > Administration - Data Validation > Rule Sets. Query for the Cancel Order Validation and SWI Revise Order Validation rule sets. 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.
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Instructions for ACR 526


For more information about ACR 526 and how to implement it, from within My Oracle Support, navigate to the Knowledge tab and search for Article ID 1296984.1. Back to Configuration Instructions for Enhancements and Updates

Instructions for ACR 539


The following section contains information about how to configure and install ACR 539.

Release Notes for ACR 539


The following section contains information about known issues with ACR 539, as well as any applicable workaround information.

Database Connection Lost When Updating Orders Using Web Services CR Category: Web Services CR Subcategory: Inbound Product Version: Siebel 8.1.1.x Fix Pack Change Request ID: 12-20M5K9X Use the following workaround to address this issue: Set the following parameters in the [eai_lang] section of the eapps.cfg file, which is located in the SWEAPP_ROOT\bin directory, where SWEAPP_ROOT is the directory in which you installed the SWSE: SessionTimeout = 300 SessionTokeTimeout = 15 SessionTokenMaxAge = 2880 SWSENoSessInPref = TRUE

Invalid Session Token Error in UpdateSalesOrderSiebelCommsProvABCSImpl Process CR Category: EAI CR Subcategory: Runtime Product Version: Siebel 8.1.1.3 Fix Pack Change Request: 12-20IJC1J The following error occurs when running the UpdateSalesOrderSiebelCommsProvABCSImpl process: Error: Inbound SOAP Message - Session Token is missing or invalid or has expired. Use the following workaround to address this issue: Apply Siebel 8.1.1.3 QF0363.

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Preinstallation Instructions for ACR 539


Before you begin your installation, change a parameter in tools.cfg file within Siebel Tools (Original: SymStrPrefix = X_) to SymStrPrefix = SBL_.

Repository Configurations for ACR 539


1 2
Navigate to REPPATCH\ACR539.zip and unzip the file to any location accessible by Siebel Tools. 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 LifeScience 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.

Rename Unziplocation\ACR539 \REPOSITORY\import.txt to import.bat, edit the file, and change the first four parameters related to database and Siebel Tools details with the username "Siebel Administrator Username". Create a log folder in Unziplocation\ACR539\REPOSITORY. Run the import.bat file to import. In Siebel Tools, compile all of the locked and updated projects. 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.)

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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 Database As 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 LifeScience Table Sales EIM Clinical EIM Common EIM Common SIA

2 3 4

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. Use Siebel Tools to 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 Links Changes Import the "Clinical Protocol Site_Clinical Protocol.sif" to apply the changes.

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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 Changes


NOTE: 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 Protocol 2 Clinical Protocol Site 3 Visit Template Activities 4 Action (No Owner Lock) 5 Subject Visit Templates 6 Visit Plan 7 Visit Plan Action 8 Clinical Account Investigator Role 9 Clinical Subject

1 Clinical Protocol
Update the existing Business Component "Clinical Protocol" Business Component by adding new fields as shown below: Project Table LS Clinical Protocol S_CL_PTCL_LS

Single Value Fields New/ Modified? New Name Synchronize Active Sites Flag Column SYNC_SITES_FLG Type DTYPE_BOO L Calculated Value Text Length 1 Pre Default N

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Single Value Fields New New CDMS Study ID Is CDMS null CDMS_STUDY_CODE DTYPE_TEXT IIF(([CDMS Study ID] IS NULL), "Y", "N") 50

Field User Properties Parent Field CDMS Study ID User Property Name Text Length Override Value 15

Business Component User Properties Name Field Read Only Field: Synchronize Active Sites Flag On Field Update Set 2 Value Is CDMS null "CDMS Study ID", "Synchronize Active Sites Flag", "N"

2 Clinical Protocol Site


Update the existing Business Component "Clinical Protocol Site" Business Component by adding new fields as shown below: Project LS Medical Product Issue Project Table JOINS Table S_USER S_ADDR_PER S_CL_PTCL_LS S_CL_ST_ADDR_LS Alias Last Updated By Primary Address S_CL_PTCL_LS S_CL_ST_ADDR_LS TRUE TRUE TRUE Outer Join LS Clinical Protocol Site S_ PTCL_SITE_LS

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Join Specification Parent Table Name S_USER S_ADDR_PER S_CL_PTCL_LS S_CL_ST_ADDR_LS S_CL_ST_ADDR_LS Name Last Updated By Login Primary Addr1 Protocol Info Primary Address Row SiteID Source Field Last Updated By Primary Address Protocol Id Primary Address Id Protocol Site Id Destination Column ROW_ID ROW_ID Id ROW_ID PTCL_SITE_ID

BUSINESS COMPONENT USER PROPERTY Name Field Read Only Field: Activate Synchronization Flag Value Require Active Flag Check

New/ Modified ? New Field

Name Activate Synchronizat ion Flag Address Line 1

Join

Column ACTIVATE_ SYNC_FLG

Type DTYPE_BOOL

Calculated Value

PickList

Pre Default N

New Field

Primary Address

ADDR

DTYPE_TEXT

PickList Clinical Protocol Site Primary Addresses

New Field New Field New Field

Address RowId Address Type CDMS Site

S_CL_ST_ADDR_LS S_CL_ST_ADDR_LS

ADDR_ORG _ID SITE_ADDR _TYPE

DTYPE_ID DTYPE_TEXT DTYPE_TEXT [Account Id]+":"+[Ad dress RowId] [Account Id]+":"+[Ad dress RowId]

New Field

CDMS Study Site Description Primary Address Id Prev CDMS Site Primary Address S_CL_ST_ADDR_LS S_CL_ST_ADDR_LS DESC_TEXT PR_ADDR_I D AIA_INTEG _ID ADDR_ORG _ID

DTYPE_TEXT

New Field New Field New Field New Field

DTYPE_TEXT DTYPE_TEXT DTYPE_TEXT DTYPE_ID

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New/ Modified ? New Field

Name Protocol Active Sync Flag Require Active Flag Check

Join S_CL_PTCL_LS

Column SYNC_SITE S_FLG

Type DTYPE_BOOL

Calculated Value

PickList

Pre Default

New Field

IIF(([Protoco l Active Sync Flag] = 'Y' AND [Street Address] IS NOT NULL ), "N", "Y") LAST_UPD DTYPE_UTCDATETIME

New Field

Site Last Updated

For the Address Line 1 field, add the following record in the Pickmap: New/Modified? New New New New New New Field Address Line 1 Address RowId Address Type Description Id Primary Address Id Y Constraint Picklist Field Address Line 1 Address Id Address Type Description Protocol Site Id Id

3 Visit Template Activities


Update the existing Visit Template Activities Business Component by adding new fields as shown below: Project Table Single Value Fields New/ Modify New Field New Field Text Length 255 15 LS Clinical Subject S_EVT_ACT

Name Clinical Item Parent Activity Template RowId

Join S_EVT_ACT_LSX

Column CLINICAL_ITEM_ VAL TEMPLATE_ID

Type DTYPE_TEXT DTYPE_ID

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Action (No Owner Lock)

Update the existing Action (No Owner Lock) Business Component by adding new fields as shown below: Project Table LS Clinical Subject S_EVT_ACT

New/ Modified New Field New Field

Name Activity Clinical Item Visit Clinical Item

Join S_EVT_ACT_LSX Parent Template

Column CLINICAL_ITEM_VAL CLINICAL_ITEM_VAL

Type DTYPE_TEXT DTYPE_TEXT

Text Length 255 255

5 Subject Visit Templates


Update the existing Subject Visit Templates Business Component by adding new fields as shown below: Project Table Single Value Fields New/Modify New Field Name Clinical Item Column CLINICAL_ITEM_VAL Type DTYPE_TEXT Text Length 255 LS Clinical Subject S_TMPL_PLANITEM

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6 Visit Plan
Update the existing Visit Plan Business Component by adding new fields as shown below: Project Table LS Clinical Subject S_EVT_ACT

New/ Modify New Field Modified Field

Name Clinical Item Priority

Join Parent Template

Column CLINICAL_ITEM_VAL EVT_PRIORITY_CD

Type DTYPE_TEXT DTYPE_TEXT

Text Length 255 30

7 Visit Plan Action


Update the existing Visit Plan Action Business Component by adding new fields as shown below: Project Table LS Clinical Subject S_EVT_ACT

Table S_EVT_ACT_LSX

Alias Clinical Item Activity

Outer Join TRUE

Parent Table Name S_EVT_ACT_LSX

Name ClinicalItemActivity

Source Field Parent Activity Template RowId

Destinatio n Column ROW_ID

New/ Modified New Field New Field

Name Clinical Item Parent Activity Template RowId

Join Clinical Item Activity

Column CLINICAL_ITEM_VAL TEMPLATE_ID

Type DTYPE_TEXT DTYPE_ID

Text Length 255 15

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8 Clinical Account Investigator Role


Update the existing Clinical Account Investigator Role Business Component by adding new fields as shown below: Project Table LS Clinical Investigators S_PTL_ST_CON_LS

New/Modify Modified Field

Name Site Id

Link Specification TRUE

9 Clinical Subject
Update the existing Clinical Subject Business Component by adding new fields as shown below: Project Table LS Clinical Subject S_CL_SUBJ_LS

New/Modified Modified Field

Name Protocol Site Id

PickList LS Clinical Protocol Site Picklist

For the ProtocolSiteId field, add the following record in the pickmap: New/Modified? New New New New New New New New New New New New Field Amount Currency Code Amount Exchange Date Investigator First Name Investigator Id Investigator Last Name Protocol Id Protocol Number Protocol Site Id Regions Required Flag Site Id Site Name Site Number Constraint Picklist Field Amount Currency Code Amount Exchange Date Investigator First Name Primary Investigator Id Investigator Last Name Protocol Id Protocol Number Id Regions Required Flag Site Id Site Name 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. Clinical Protocol Admin Form Applet (Modify) BusComp Project Clinical Protocol LS Clinical Protocol

New/ Modified New New

Name CDMS Study ID Synchronize Active Sites Label Integration

String Reference SBL_CDMS_STUDY_ID SBL_SYNC_STUDY_SITES

Caption CDMS Study ID Synchronize Active Study Sites Integration

Field CDMS Study ID Synchronize Active Sites Flag

HTML Icon Map

HTML Type Text Checkbox

New

SBL_INTEGRATION1004224521-0XI

FormSection

In Edit Web Layout, drag and drop this List Column from Controls/Columns onto the layout. Clinical Protocol Form Applet Clinical Protocol Form Applet (Modify) BusComp Project Clinical Protocol LS Clinical Protocol

New/ Modified New

Name CDMS Study ID

String Reference SBL_CDMS _STUDY_ID

Caption CDMS Study ID

Field CDMS Study ID

HTML Icon Map

HTML Type Text

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New/ Modified New

Name Synchronize Active Sites Label Integration

String Reference SBL_SYNC_ STUDY_SIT ES SBL_INTEG RATION100422452 1-0XI

Caption Synchronize Active Study Sites Integration

Field Synchronize Active Sites Flag

HTML Icon Map

HTML Type Checkbox

New

FormSection

In Edit Web Layout, drag and drop this List Column from Controls/Columns onto the layout. Clinical Protocol Site Entry Applet Clinical Protocol Site Entry Applet (Modify) BusComp Project Clinical Protocol Site LS Clinical Protocol Site

New/ Modified New

Name Primary Site Address

String Reference SBL_PRIMA Y_SITE_AD DRESS

Caption Primary Site Address

Field Address Line 1

PickList PickList Clinical Protocol Site Primary Addresses

HTML Type Text

New

Activate for Synchroniza tion Label Integration

SBL_ACTIV ATE_FOR_S YNC SBL_INTEG RATION100422452 1-0XI

Activate for Synchroniza tion Integration

Activate for Synchroniza tion

Checkbox

New

FormSectio n

In Edit Web Layout, drag and drop this List Column from Controls/Columns onto the layout.

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Clinical Visit Template Activities

Clinical Visit Template Activities (Modify) BusComp Project Visit Template Activities LS Clinical Subject

List Columns New /Modify New Name Clinical Item Field Clinical Item String Reference SBL_CLINICAL_ITEM

Applet Web Template (Existing and Modify) Name Edit List Type Edit List Web Template Applet List (Base/Edit List)

Applet Web Template Item Name Clinical Item Control Clinical Item

New Type List Item Comments In Edit Web Layout, Drag and Drop this List Column from Controls/ Columns onto the layout

Clinical Subjects Visit Templates List Applet

Clinical Subjects Visit Templates List Applet (Modify) BusComp Project Subject Visit Templates LS Clinical Subject

List Columns New /Modify New Name Clinical Item Field Clinical Item String Reference SBL_CLINICAL_ITEM

Applet Web Template (Existing and Modify) Name Edit List Type Edit List Web Template Applet List (Base/Edit List)

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Applet Web Template Item Name Clinical Item Control Clinical Item

New Type List Item Comments In Edit Web Layout, drag and drop this List Column from Controls/Columns onto the layout

Clinical Protocol Site Primary Addresses Pick Applet (New) Import the "Clinical Protocol Site Primary Addresses Pick Applet.sif" to apply the changes.

Symbolic Strings Changes


The 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. New/ Existing New Current StringValue Activate for Synchronization CDMS Study ID Clinical Item

Name SBL_ACTIVATE_FOR_SYNC

Definition An indicator that determines when a protocol site is ready to be sent outbound The CDMS unique system identifier for a study The code used to represent an abstract clinical entity independent of any system An indicator that determines if the protocol site interface will be used for a protocol Indicatges the Primary Site Address on the Site

New New

SBL_CDMS_STUDY_ID SBL_CLINICAL_ITEM

New

SBL_SYNC_STUDY_SITES

Synchronize Active Study Sites Primary Site Address

New

SBL_PRIMAY_SITE_ADDRESS

Importing Workflow Definitions


Use the following procedure to import workflow definitions.

To import workflow definitions 1 2


Log in to Siebel Tools. NOTE: Siebel Tools has to connect to the same database as the Siebel application server. From Object Explorer, navigate to Workflow Process.

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From the list applet, right-click and choose choose Import Workflow Process. Browse to Unziplocation\ACR539\REPOSITORY\Workflows, choose LS ClinicalProtocolSite Outbound - NewSite.xml . New/ Modified New New New New New New Modified

XML File to Import LS ClinicalProtocolSite Outbound - NewSite.xml LS ClinicalProtocolSite Outbound-UpdatedSite.xml SWI LS Clinical Subject Inbound.xml SWI LS Clinical Subject Inbound - Subject.xml SWI LS Clinical Subject Inbound - Activity.xml SWI Protocol Number Lookup.xml LS Clinical DeleteNonAppVisits Process.xml

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

Project LS Clinical Activity LS Clinical Activity LS Clinical Subject LS Clinical Subject LS Clinical Subject LS Clinical Subject LS Clinical Enhancement

5 6 7

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. Repeat the preceding steps for the remaining new workflows. 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.

NOTE: The following procedures are an alternative to importing xml file. Use the following procedure if you want to perform manual configuration because this is an existing Workflow.

To update the LS Clinical - DeleteNonAppVisits Process workflow 1 2 3 4


Log into Siebel Tools. Create a new version of the "LS Clinical - DeleteNonAppVisits Process" workflow. Go to Edit mode. Select the "Delete Non App Visits" business service.

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Select Tab Input arguments in the Multivalue Property window Change the property name of the Input Argument VisitTemplateDate field as detailed below: From: Input Argument PropertyName OriginalTemplateDateFieldName

VisitTemplateDateFieldName To: Input Argument

PropertyName VisitTemplateDateFieldName

VisitTemplateDateFieldName

7 8

Add a business service BS by name "FINS Teller UI Navigation", BS Method Name "RefreshCurrentApplet". Name the BS as "Refresh Applet". Add the following property in the Multi Value Property Window: Input Argument Refresh All Type Literal Value Y

Save the workflow, and then publish and activate it.

Siebel Application Changes


Use the following procedure to import Web Services definitions.

To import Web Services definitions 1 2 3


Log into the Siebel application. Navigate to the Administration - Web Services > Inbound Web Services view. Import the ClinicalSubject.xml file. The file is located in the Unziplocation\ACR539\REPOSITORY\WebServices folder that you extracted from the zip file. XML File to Import ClinicalSubject.XML Web Service Name ClinicalSubject Direction Inbound

Query for the "ClinicalSubject" Web Service.

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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>&Passw ord=<password> If you are using the Study, Subject, and Visit Synchronization Integration Pack, update the default address as follows: http://<webserver>/eai_<lang>/ start.swe?SWEExtSource=SecureWebService&SWEExtCmd=Execute NOTE: It is recommended that HTTPS be used as per security guidelines and the preceding example is only an illustration. For more information on enabling HTTPS/SSL, see the Siebel Security Guide on the Siebel Bookshelf.

Change the webserver to the webserver host name. NOTE: For more information about how to configure Web Services, see Integration Platform Technologies: Siebel Enterprise Application Integration on the Siebel Bookshelf.

Activating Workflow Definitions


Use the following procedure to activate workflow definitions.

To activate workflow definitions 1 2 3


Log into Siebel eClinical. Navigate to the Administration - Business Process > Workflow Deployment view. 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. 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 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.

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Seed Data
Use 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 b c d e

Navigate to Start > Settings > Control Panel > Administrative Tools > Data Sources (ODBC). Navigate to the System DSN tab and click Add. Pick the "Siebel Oracle90" driver (from Datadirect Technologies). Enter a data source name (such as DevelopmentDB). 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 2

Test your connection and click OK when tested successfully.

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. For example: SET SCOCPATH=D:\Siebel\8.1\Tools_2 SET DBFOLDER=D:\Siebel\8.1\Tools_2\REPPATCH\ACR539\SEED_DATA\ORACLE SET SCOCDATASRC=<DB data source name> SET SCOCTBLOWNER=<DB table owner name> SET SCOCUSERNAME=<Siebel Admin user name> SET SCOCPASSWORD=<Siebel Admin password>

2 3

Run the Import_Seed_Data.bat file to import seed data. Review the <Tools Install Directory>\temp\dataimp_seed.log file to make sure that the import completed successfully. NOTE: It is recommended that you remove the Import_Seed_Data.bat file after installation, as this file contains sensitive information.

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If you are installing languages other than ENU, perform the following steps:

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.

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 Policies You 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 2 3 4 5


Navigate to the Administration - Server Configuration screen > Enterprises view. In the Component Groups list, query for the record that contains Workflow Management, and select it. In the Component Groups list, click Menu and choose Enable Component Group. Click the Synchronize view tab. 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 Builds NOTE: 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 2 3


Navigate to Site Map > Administration - Business Process > Workflow Policies. In Policies List, query in the Policy Group field. 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 Triggers
You 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 2 3 4


Navigate to the Administration - Server Management screen > Jobs view. In the Batch Jobs List view, click New. In the Component/Job field, select Generate Triggers. This creates a new line entry but does not start the task. 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 6 7 8 9

In the Job Parameter list, click New. 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. In the Job Parameter list, click New. 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. 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 Agent


You 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>

Start the task for component Workflow Monitor Agent, using the following command: srvrmgr> start task for comp workmon with tableownpass='<the table owner's name >',Actionagent='false',Groupname='LS Clinical Rollup'

3 4 5

In Application, Navigate to the Administration - Server Management screen > Tasks > Parameters view. In Server Task List Applet, Query in Component Field for 'Workflow Monitor Agent'. 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 Groups


Make sure that the "EAI" and "Workflow" Component Groups are 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 10g
1 2 3 4 5
Download oc4j_extended_101330.zip from download.oracle.com Extract oc4j-extended.zip to a folder in a machine where the siebel server is installed say D:\JMS folder. Copy Siebel.jar and SiebelJI_enu to D:\JMS folder (these jar files can be found in the Siebel install directory). 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 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. Create a file called 'jndi.properties' with the following details in the D:\JMS path:

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

NOTE: Make sure that there are no trailing spaces at the end of any of the lines in the jndi.properties file.

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 b

Srvrmgr /g <gatewayserver> /e <enterpriseserver> /s <siebelserver> /u <userid> /p <password> 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\adminclie nt.jar;D:\JMS\j2ee\home\lib\jndi.jar;D:\JMS\j2ee\home\lib\jta.jar;D:\JMS\j2ee\h ome\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.j ar;D:\JMS\opmn\lib\optic.jar;D:\JMS\j2ee\home\lib\ejb.jar;., VMOPTIONS= D:\JMS\log\jms.log

Login into the Siebel application, and navigate to Site Map > Administration Server Configuration > Profile Configuration.

a b 9

Query for the profile with Alias Name 'JAVA' in the profile list and make sure the parameters are correct. Edit the value of VMOPTIONS to -Djms.log=D:\JMS\log\jms.log.

Restart the Siebel Server. the users role. For information about how to create the users, see the Enterprise Manager documentation.

10 On the SOA server, log into Entreprise Manager and create a user called sadmin that is part of

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 = CheckClasspath

13 Change the Method Name to CheckJNDIContext with the following input arguments in the
home\lib folder.

a b c

SendUsername = sadmin SendPassword = <put password for sadmin user created in Enterprise Manager> ConnectionFactory = java:comp/resource/UpdateClinicalStudySEBLRP/ QueueConnectionFactories/QCF

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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. 16 Query for the workflow process: LS ClinicalProtocolSite Outbound - NewSite workflow process,
and do the following:

a b c d e f g h

Click Revise. Choose Edit Workflow Process. Choose Send to Queue. Click on Input Arguments. Change SendUserName to sadmin. Change SendPassword to the password created for the sadmin user on the SOA Server in Enterprise Manager. Save the workflow process. 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 b c d e f g h
Click on Revise. Choose Edit Workflow Process. Choose Send to Queue. Click on Input Arguments. Change SendUserName to sadmin. Change SendPassword to the password created for the sadmin user on the SOA Server in Enterprise Manager. Save the workflow process. 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.

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26 Click on Workflow Deployment. 27 Query for workflow LS ClinicalProtocolSite Outbound - NewSite and click the Activate button. 28 Query for the LS ClinicalProtocolSite Outbound-UpdatedSite workflow and click the Activate
button.

Configuring Siebel to Write to the JMS Queue on the Weblogic Application Server 11g
NOTE: The following instructions depict an example based on the Oracle Study, Subject, and Visit Synchronization Integration Pack. The Queue Name, user details and other configuration details are dependent on JMS Queue Configuration on the Weblogic server. Also, this procedure assumes that you have already installed and configured the Weblogic Server 11g.

1 2 3 4

Create a folder called D:\WLSJMS on the Siebel machine. Create a folder named log in the D:\WLSJMS directory. Copy Siebel.jar and SiebelJI_enu.jar to the D:\WLSJMS folder (these jar files can be found in the Siebel install directory). Generate the wlfullclient.jar file:

Connect to Weblogic Application Server, and generate wlfullclient.jar. For more information about how to do this, see http://download.oracle.com/docs/cd/E12840_01/wls/docs103/client/ jarbuilder.html. Copy the jar to D:\WLSJMS on Siebel Server.

b 5

Create a file called 'jndi.properties' in the D:\WLSJMS directory and copy the following contents:

java.naming.factory.initial=weblogic.jndi.WLInitialContextFactory java.naming.provider.url=t3://<host IP address>:<port>

NOTE: <hostIP address>: This should be the IP address of Weblogic Application Server. <port>:is the port at which the Web server instance is listening/configured for connections. Also, make sure that there are no trailing spaces at the end of any of the lines in the jndi.properties file.

Create a Named Subsystem in the Siebel application through the Server Manager. Connect to the server manager from command prompt from the bin directory of the Siebel installed folder.

Enter the following command: Srvrmgr /g <gatewayserver> /e <enterprise server> /s <Siebel server> /u <userid> /p <password> Eg. srvrmgr /g sdc78198svqe:4330 /e siebel /s sdc78198svqe /u sadmin /p sadmin

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= D:\Siebel\8.1\Tools_1\jdk\jre\bin\server\jvm.dll,CLASSPATH=D:\WLSJMS;D:\WLSJMS\Sieb el.jar;D:\WLSJMS\SiebelJI_enu.jar;D:\WLSJMS\wlfullclient.jar;.,VMOPTIONS=D:\WLSJMS\l og\jms.log

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Run the following command to create the named JMS subsystem: create named subsystem JMSParameters_study for subsystem JMSSubsys with ConnectionFactory=" jms/aia/AIA_SiebelClinical_ClinicalStudyJMSQueueCF", SendQueue=" jms/aia/AIA_SiebelClinical_ClinicalStudyJMSQueue"

Log into the Siebel application, navigate to Site Map > Administration Server Configuration > Profile Configuration, and perform the following steps:

a b c d e

Query for the pofile with Alias Name 'JAVA' in the profile list and make sure the parameters are correct. Edit the value of VMOPTIONS to -Djms.log=D:\WLSJMS\log\jms.log. Query for the profile with Alias Name 'JMSParameters_study' in the profile list. Set the value of 'SendUsername' to the weblogic server user name. Set the value of 'SendPassword' to the weblogic server password.

NOTE: The Weblogic server user needs to have minimum privilege to access the queue ("jms/ aia/AIA_SiebelClinical_ClinicalStudyJMSQueue"). The password is stored as encrypted in the database and is displayed with asterisks in the UI once the record is saved and refreshed.

8 9

Restart the Siebel Server. Log into the Siebel application, and navigate to Site Map > Administration - Business Service > Simulator.

10 Click New and provide the following parameters:


Service Name = EAI JMS Transport Method Name = CheckClasspath

11 Click Run to verify. 12 Change the Method Name to CheckJNDIContext with the following input arguments:

SendUsername = <Weblogic user name> SendPassword = <weblogic password > ConnectionFactory = jms/aia/AIA_SiebelClinical_ClinicalStudyJMSQueueCF SendQueue = jms/aia/AIA_SiebelClinical_ClinicalStudyJMSQueue

13 Click Run to verify. 14 Change the Method Name to Send, use the same input arguments as in Step 11, and click Run
to verify.

15 Log into Siebel Tools and click on Workflow Processes 16 Query for the LS ClinicalProtocolSite Outbound - NewSite workflow process, and do the following. a b c
Click Revise. Choose Edit Workflow Process. Select the Send to Queue workflow step.

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d e f g h

Click Input Arguments. Create a new argument called "ConnectionSubsystem" with value "JMSParameters_study" Delete the SendUserName, SendPassword, ConnectionFactory, and SendQueue parameters. Save the workflow process. Activate and publish it.

17 Follow Step 16a through Step 16h for the LS ClinicalProtocolSite Outbound-UpdatedSite workflow
process.

18 Log into the Siebel application and navigate to Administration - Business Processes. 19 Click Workflow Deployment. 20 Query for the LS ClinicalProtocolSite Outbound - NewSite workflow and click Activate. 21 Query for the LS ClinicalProtocolSite Outbound-UpdatedSite workflow and click Activate.
Back to Configuration Instructions for Enhancements and Updates

Instructions for ACR543


Use the instructions in this topic to implement ACR 543. It includes the following topics: About ACR 543 on page 21 Requirements for ACR 543 on page 21 Applying ACR 543 on page 22 Importing Archive Files for ACR 543 on page 22

About ACR 543


ACR 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

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Requirements for ACR 543


Before 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. 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 543


1 2
Install the latest Siebel CRM Fix Pack 8.1.1.4. 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 543


1 2
Stop the Siebel Server (or servers). 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

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ACR543_BaseIO_SIA.zip

3 4

Extract the archive files (.sif) from ACR543.zip. This ZIP file provides common archives for both Siebel Industry Applications and Siebel Cross-Industry Applications. Edit the Siebel Tools configuration file (tools.cfg) to allow for import of symbolic strings.

a b c 5 6

Navigate to the directory: SIEBEL_TOOLS_ROOT\bin\enu. Open the tools.cfg file in an editor, such as Notepad. Change the value of the SymStrPrefix parameter to SBL_, and then save the tools.cfg file.

Start Siebel Tools. 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.

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 9

Log out of Siebel Tools. 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.

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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 /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. Back to Configuration Instructions for Enhancements and Updates

Instructions for ACR 562


The 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 Instructions for ACR 562


1
After you have installed the Siebel 8.1.1.x Fix Pack, perform the following steps:

Copy the Siebel_Enterprise_Server folder into the local machine. (This is the Siebel image folder created using the Siebel Image Creator utility.)

Change the value of OverWriteConfig=Yes in the following files:

Siebel_Enterprise_Server/enu/siebel.ini

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Siebel_Enterprise_Server/siebel.ini

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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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Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Configuration Instructions for Enhancements and Updates

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Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Configuration Instructions for Enhancements and Updates

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Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Configuration Instructions for Enhancements and Updates

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Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Configuration Instructions for Enhancements and Updates

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Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Configuration Instructions for Enhancements and Updates

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Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Configuration Instructions for Enhancements and Updates

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Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Configuration Instructions for Enhancements and Updates

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Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Configuration Instructions for Enhancements and Updates

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Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Configuration Instructions for Enhancements and Updates

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Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Configuration Instructions for Enhancements and Updates

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Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Configuration Instructions for Enhancements and Updates

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Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Configuration Instructions for Enhancements and Updates

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Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Configuration Instructions for Enhancements and Updates

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Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Configuration Instructions for Enhancements and Updates

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Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Configuration Instructions for Enhancements and Updates

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File636= $(SiebelRoot)\siebsrvr\WEBMASTER\help\%LANGUAGE%\siebcomgenericlogintoc.htm File637= $(SiebelRoot)\siebsrvr\WEBMASTER\help\%LANGUAGE%\siebcomgenericregistrationtoc.ht m File638= $(SiebelRoot)\siebsrvr\WEBMASTER\help\%LANGUAGE%\siebcomgenericuserinterfacetoc.h tm File639= $(SiebelRoot)\siebsrvr\WEBMASTER\help\%LANGUAGE%\siebcomloggingin.htm File640= $(SiebelRoot)\siebsrvr\WEBMASTER\help\%LANGUAGE%\siebcomregistration.htm File641= $(SiebelRoot)\siebsrvr\WEBMASTER\help\%LANGUAGE%\siebcomsearch.htm File642= $(SiebelRoot)\siebsrvr\WEBMASTER\help\%LANGUAGE%\siebcomupdatinguserprofile.htm File643= $(SiebelRoot)\siebsrvr\WEBMASTER\help\%LANGUAGE%\siebcomuserinterface.htm File644 = $(SiebelRoot)\siebsrvr\WEBMASTER\help\%LANGUAGE%\siebcomwwattachments.htm File645 = $(SiebelRoot)\siebsrvr\WEBMASTER\help\%LANGUAGE%\siebcorrespondence.htm File646 = $(SiebelRoot)\siebsrvr\WEBMASTER\help\%LANGUAGE%\siebcorrespondencetoc.htm File647 = $(SiebelRoot)\siebsrvr\WEBMASTER\help\%LANGUAGE%\siebfindinginfotoc.htm File648 = $(SiebelRoot)\siebsrvr\WEBMASTER\help\%LANGUAGE%\siebhomepage.htm File649 = $(SiebelRoot)\siebsrvr\WEBMASTER\help\%LANGUAGE%\siebhomepagetoc.htm File650 = $(SiebelRoot)\siebsrvr\WEBMASTER\help\%LANGUAGE%\siebindex.htm 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 3 4

Install the 8.1.1.x Siebel Fix Pack. Copy the Siebel_Enterprise_Server folder into the local machine. Change the value of OverWriteConfig=Yes in the following files:

Siebel_Enterprise_Server/enu/siebel.ini Siebel_Enterprise_Server/siebel.ini

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 562


The following sections contain procedures for making the configuration changes needed in order to implement ACR 562.

1 2

Import all sif files related to the Siebel application located in the VARC562.zip and HACR562.zip folders in the Siebel Tools/REPPATCH folder. 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 422


The 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 2 3 4
Navigate to Object Explorer in Siebel Tools. Navigate to View > Options, and click the Object Explorer tab. Unselect Application Object, select it again to add all of the child objects to the Object Explorer, and click OK. Click Application, and query for the Application Names listed in the following table:
New/ Changed Changed Changed Changed Changed Changed Changed Changed Application User Property AccessibilityXMLF ileName AccessibilityXMLF ileName AccessibilityXMLF ileName AccessibilityXMLF ileName AccessibilityXMLF ileName AccessibilityXMLF ileName AccessibilityXMLF ileName SIA SIF File Name Accessibility_Callce nter_SIA.sif Accessibility_eMark eting_SIA.sif Accessibility_eSale s_SIA.sif Accessibility_eServ ice_SIA.sif Accessibility_Public Sector_SIA.sif Accessibility_Sales _SIA.sif Accessibility_Servic e_SIA.sif HOR SIF File Name Accessibility_Callce nter_HOR.sif Accessibility_eMark eting_HOR.sif Accessibility_eSales _HOR.sif Accessibility_eServi ce_HOR.sif Accessibility_Public Sector_HOR.sif Accessibility_Sales_ HOR.sif Accessibility_Servic e_HOR.sif

Name Siebel Universal Agent Siebel eMarketing Siebel eSales Siebel eService Siebel Public Sector Siebel Sales Siebel Service

Value Accessibility_Callce nter.xml Accessibility_eMark eting.xml Accessibility_eSales .xml Accessibility_eServi ce.xml Accessibility_Public Sector.xml Accessibility_Sales. xml Accessibility_Servic e.xml

5 6 7 8

Click the '+' sign and select 'Application User Property'. Lock the object, right-click and select New Record. Add the User Properties listed in the preceding table. Save the changes.

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Enabling Screen Readers to Read MVGs and Pick Applets for Calendar, Calculator, and MVG Use 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 2 3 4 5 6
Navigate to Object Explorer in Siebel Tools. Navigate to View > Options, and click the Object Explorer tab. Select the Symbolic Strings Object and click OK to add the Symbolic Strings object to Object Explorer. Click on Symbolic Strings and query for 'Current String Value' as 'Input'. Lock the object. Make the following changes, as detailed in the following table:
New/ Changed Changed Changed Changed HOR SIF File Name SymbolicStrings_H OR.sif SymbolicStrings_H OR.sif SymbolicStrings_H OR.sif

Project Symbolic Strings Symbolic Strings Symbolic Strings

Name SBL_CALCULATOR_IC ON_ALT_TXT SBL_CALENDAR_ICON _ALT_TXT SBL_EDIT_ICON_ALT_ TXT

Value Calculator Calendar Pick Applet

SIA SIF File Name SymbolicStrings_SI A.sif SymbolicStrings_SI A.sif SymbolicStrings_SI A.sif

a b c d e f

For SBL_CALCULATOR_ICON_ALT_TXT, change 'Current String Value' to 'Calculator'. For SBL_CALENDAR_ICON_ALT_TXT, change 'Current String Value' to 'Calendar'. Save the changes. In Symbolic Strings, query for 'Current String Value' as 'Select'. For SBL_EDIT_ICON_ALT_TXT, change 'Current String Value' from Select to 'Pick Applet'. Save the changes.

To enable screen readers to read out the MVG and Pick Applet for Calendar, Calculator, and MVG (Bitmaps) 1 2 3 4
Navigate to Object Explorer in Siebel Tools. Click on Bitmap Category and query for 'HTML Control Icons'. Lock the HTML Control Icons object. Navigate to Bitmap (child object) and query for 'CALENDAR_ ICON' and CALCULATOR_ICON.

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Change the 'Alt Text' value to 'Calendar' and 'Calculator' respectively, as shown in the following table:
New / Changed Changed Bitmap Category HTML Control Icons HTML Control Icons HTML Control Icons Alt Text Value Calendar SIA SIF File Name HTMLControlIcon s_SIA.sif HOR SIF File Name HTMLControlIcon s_HOR.sif

Bitmap CALENDAR_ ICON

Description Change the Alt text from "Input" to Calendar. Change the Alt text from "Input" to Calculator. Change the Alt text from "Select" to Pick Applet.

Changed

CALCULATOR_ICON

Calculator

HTMLControlIcon s_SIA.sif

HTMLControlIcon s_HOR.sif

Changed

ICON_SELECT

Pick Applet

HTMLControlIcon s_SIA.sif

HTMLControlIcon s_HOR.sif

6 7 8

Save the changes. In HTML Control Icons query for ' EDIT_ICON' and change the Alt Value to 'Pick Applet', as shown in the preceding table. Save the changes.

Creating Keyboard Shortcuts for Navigation Use the following procedures to provide shortcut keys for navigation.

To provide shortcut keys for navigation (symbolic strings) 1 2 3 4 5 6


Navigate to Object Explorer in Siebel Tools. Navigate to View > Options, and click the Object Explorer tab. Select Symbolic Strings Object and click OK to add the Symbolic Strings object to Object Explorer. Lock the 'Symbolic Strings' project. Right-click and click New Record. Add the new records listed in the following table:
New/ Changed New New New Current String Value Ctrl + Alt + ] Ctrl + Alt + [ Ctrl+Shift+B

Project Symbolic Strings Symbolic Strings Symbolic Strings

Name SBL_CTRL_+_ALT_+_] SBL_CTRL_+_ALT_+_[ SBL_CTRL+SHIFT+B

SIA SIF File Name SymbolicStrings_SIA.sif SymbolicStrings_SIA.sif symstr_columnsdisplay ed_SIA.sif

HOR SIF File Name SymbolicStrings_HOR.sif SymbolicStrings_HOR.sif symstr_columnsdisplaye d_HOR.sif

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New/ Changed New New New New New

Project Symbolic Strings Symbolic Strings Symbolic Strings Symbolic Strings Symbolic Strings

Name SBL_CTRL+, SBL_CTRL+. SBL_ALT_G SBL_ALT_U SBL_ALT_W

Current String Value Ctrl+, Ctrl+. ALT+G ALT+U ALT+W

SIA SIF File Name SymbolicStrings_SIA.sif SymbolicStrings_SIA.sif SymbolicStrings_SIA.sif SymbolicStrings_SIA.sif SymbolicStrings_SIA.sif

HOR SIF File Name SymbolicStrings_HOR.sif SymbolicStrings_HOR.sif SymbolicStrings_HOR.sif SymbolicStrings_HOR.sif SymbolicStrings_HOR.sif

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. Key Sequence Ctrl+Alt+221

Command NextApplet

Action Next Applet

Accelerator Ctrl + Alt + ]

Description Shifts focus to the first anchor of the next applet Shifts focus to the first anchor of the previous applet N/A N/A N/A N/A

SIA SIF File Name CmdNextApplet_SIA.sif

PrevApplet

Previous Applet

Ctrl + Alt + [

Ctrl+Alt+219

CmdPreviousApplet_SIA. sif

Refine Query (SWE) First Page (SWE) Last Page (SWE) Columns Displayed (SWE) NextApplet

N/A N/A N/A N/A

Alt+G Alt+U Alt+W Ctrl+Shift+B

Alt+G Alt+U Alt+W Ctrl+Shift+B

CmdRefineQuery_SIA.sif CmdFirstPageSWE_SIA.si f CmdLastPageSWE_SIA.si f CmdColumnsDisplayed_S IA.sif CmdNextApplet_SIA.sif

Next Applet

Ctrl + Alt + ]

Ctrl+Alt+221

Shifts focus to the first anchor of the next applet

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Creating Keyboard Shortcuts for Commands Use the following procedures to provide keyboard shortcuts for commands.

To provide a keyboard shortcut for the NextApplet command 1 2 3 4 5 6 7 8


Navigate to Object Explorer in Siebel Tools. Navigate to View > Options, and click the Object Explorer tab. Select the 'Command' object and click OK to add the Command Strings object to Object Explorer. Click the Command object on Object Explorer and query for the 'NextApplet' command. Lock the object. Click the '+' sign in Object Explorer and choose 'Accelerator'. In 'Display Name - String Reference', provide the newly created Symbolic String or in 'Display Name' provide 'Ctrl + Alt + ]'. In the 'Key Sequence' field, change the value to 'Ctrl+Alt+221'.

To provide a keyboard shortcut for the PrevApplet command 1 2 3 4 5


Click the Command object on Object Explorer and query for the PrevApplet command. Lock the object. Click the '+' sign in Object Explorer and choose 'Accelerator'. In the Display Name - String Reference' field, enter the newly created Symbolic String or in the Display Name field, enter 'Ctrl + Alt + ['. In the 'Key Sequence' field, change the value to 'Ctrl+Alt+219'.

To provide a keyboard shortcut for the RefineQuery[SWE] command 1 2 3 4 5 6


Click the Command object in Object Explorer and query for the Refine Query[SWE] command. Lock the object. Click the '+' sign in Object Explorer and choose 'Accelerator'. Copy the Record Name '2'. Name the New Record '3'. In the Display Name field, enter 'Alt+G'. In the Key Sequence field, change the value to 'Alt+G'.

To provide a keyboard shortcut for the FirstPage command 1 2 3


Click on Command object in Object Explorer and query for the First Page (SWE) command. Lock the object. Click the '+' sign in Object Explorer and choose 'Accelerator'.

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4 5 6

Copy the Record Name '2'. Name the New Record '3'. In the Display Name field, enter 'Alt+U'. In the Key Sequence field, change the value to 'Alt+U'.

To provide a keyboard shortcut for the LastPage (SWE) command 1 2 3 4 5 6


Click on Command object in Object Explorer and query for 'Last Page (SWE)' Command. Lock the object. Click on '+' sign in Object Explorer and choose 'Accelerator'. Copy the Record Name '2'. Name the New Record '3' In the Display Name field, enter 'Alt+W'. In the Key Sequence field, change the value to 'Alt+W'.

To provide a keyboard shortcut for the Columns Displayed (SWE) command 1 2 3 4 5 6


Click on Command object on Object Explorer and query for 'Columns Displayed (SWE)' Command. Lock the object. Click on '+' sign in Object Explorer and choose 'Accelerator'. Copy the Record Name '1'. Name the New Record '2' In the Display Name field, enter 'Ctrl+Shift+B'. In the Key Sequence field, change the value to 'Ctrl+Shift+B'.

To provide a keyboard shortcut for the Previous Record (SWE) command 1 2 3 4 5 6


Click on Command object on Object Explorer and query for 'Previous Record (SWE)' Command. Lock the object. Click on '+' sign in Object Explorer and choose 'Accelerator'. Copy the Record Name '2'. Name the New Record '3'. In Display Name field, enter 'Ctrl+,'. In the Key Sequence field, change the value to 'Ctrl+,'.

To provide a keyboard shortcut for the Next Record (SWE) command 1 2 3 4


Click on Command object on Object Explorer and query for 'Next Record (SWE)' Command. Lock the object. Click on '+' sign in Object Explorer and choose 'Accelerator'. Copy the Record Name '2'. Name the New Record '3'.

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5 6

In the Display Name field, enter 'Ctrl+.' In the Key Sequence field, change the value to 'Ctrl+.'

Providing Default Focus for Search Center The 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 2 3 4 5


Navigate to Object Explorer in Siebel Tools. Navigate to Applet. Query for "Search lookin" and lock it. Enter "Search" in the Title field. Make sure that the proper Symbolic String has been selected.
New / Changed Changed

Applet Name Search lookin

Title Search

Description Provides a title to the applet for screen readers to read out.

SIA SIF File Name AppletSearchlookin_SIA.sif

HOR SIF File Name AppletSearchlookin_HOR.sif

To add the DefaultFocus User Property 1 2 3 4 5


Navigate to Object Explorer in Siebel Tools. Navigate to Applet. Query for "Search lookin". Navigate to Applet User Property. 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.
New / Changed Changed Applet User Property DefaultFocus SIA SIF File Name AppletSearchlo okin_SIA.sif

Applet Name Search lookin

Value SearchFor

Description Added the user property to set the default focus

HOR SIF File Name AppletSearchlookin_HOR.sif

Creating the View Info Command The following procedure explains how to create the View Info command.

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To create the View Info command 1 2 3


Navigate to Object Explorer in Siebel Tools. Navigate to Command and lock the "Command" project. 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"


Key Sequence Ctrl + Alt +Z SIA SIF File Name CmdViewInf o_SIA.sif HOR SIF File Name CmdViewInf o_HOR.sif

Command View Info

Project Command

Action ViewInfo

Accelerator Ctrl + Alt + Z

Description A new shortcut key that generates a dialog box that contains ViewName, View Summary and Applet Names N/A

Sub-View Tab (SWE SI)

SWE

N/A

Ctrl + Alt + V

Ctrl +Alt +V

CmdSubVie wTab_SIA.si f

CmdSubVie wTab_HOR.s if

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 6 7

Add a new Symbolic String if required. Add the required Key Combination. 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, the name of a project in Siebel Tools, uses Generic Web Menu.)

Name="Hidden-View Info Position=8.39

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Command = "ViewInfo" Caption="Does not matter"

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 HTML The 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 66.

To enable screen readers to read out the check box "HTML Flag" as HTML 1 2 3 4
Open Siebel Tools, and navigate to applet "Comm Package Response Form Applet". Right-click, and select the "Edit web layout" menu item. Focus on the HTML template check box Change the control name from "Public" to "HTML Flag".

Resolving an Error Generated When Creating New Records Within the Leads Screen Use 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 66.

To resolve an error message generated in the Leads screen 1 2 3 4 5 6


Open Siebel Tools, and navigate to the "PUB Lead List Case Mvg Applet" applet. Lock the object. Navigate to Applet Web Template. Add one more Web Template Item for Base. Navigate to the "PUB Leads List Applet" applet and lock it. 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 Users The 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 66.

To make the help system accessible for screen-reader users 1 2 3


Add a symbolic string called SBL_ACCESSIBILITY. Lock the eApp project, and add a web page item called AccessibilityButton in the Web Page: DotCom Page Container eService (Framed). Add another web page item called AccessibilityButton in the Web Page: CC Login Page (Login Only).

Generating HTML Summary Attributes for All List Applets The 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 Commands Use the following procedure to provide a new key combination for the Next and Previous Record commands.

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To provide key combinations for Next Record and Previous Record 1


Navigate to Object Explorer in Siebel Tools. NOTE: The tables that follow this procedure provide more information about the fields that you will be changing.

2 3 4 5 6 7 8 9

Navigate to View > Options, and click the Object Explorer tab. Select the 'Command' object and click OK to add the Command Strings object to Object Explorer. Within Object Explorer, click the Command object and query for 'Previous Record(SWE)' Command. Lock the object. Click the '+' sign in Object Explorer and choose 'Accelerator'. Change the 'Display Name' from 'Ctrl+,' to 'Alt+,' In the 'Key Sequence' field, change the value to Alt+0xBC. 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.
Current String Value Alt+, Alt+.

New/ Changed New New

Project Symbolic Strings Symbolic Strings

Name SBL_ALT+, SBL_ALTL+.

HOR SIF File Name symbolistring_Next_Prev_H OR.sif symbolistring_Next_Prev_H OR.sif

SIA SIF File Name symbolistring_Next_Prev_S IA.sif symbolistring_Next_Prev_S IA.sif

Command Next Record(SWE) Previous Record(SWE)

Project Command Command

Accelerator Alt +. Alt +,

Key Sequence Alt+0xBE Alt+0xBC

SIA SIF File Name Next_Prev_SIA.sif Next_Prev_HOR.sif

HOR SIF File Name Next_Prev_HOR.sif Next_Prev_HOR.sif

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Providing Alt Text for Bullets In 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 66.
New/ Changed Changed

Project Symbolic Strings

Name SBL__IMG_SRC__IMA GES/ CHEVRON_SM.GIF__ ALIGN__RIGHT__BOR DER__0

Current String Value <IMG SRC="images/ orange_bullet.gif" align="right" border="0" alt="" >

HOR SIF File Name orangebullet_HOR.sif

SIA SIF File Name orangebullet_SIA.sif

Enabling or Disabling the Confirmation Message on Page Refresh The 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 66. New/ Changed New

Project Symbolic Strings

Value Accessibility

Description Create a new Symbolic String for Accessibility Project for the "Confirmation Message" User Preference Create a new string for the Control

New

Symbolic Strings

Confirmation Message

To enable or disable the confirmation message upon page refresh 1 2


Log into the application using /editseeddata (for Siebel Developer Web Client) for the local database or dedicated database (for the master database, the Add button is enabled by default). Navigate to Administration - Data > List Of Values Explorer, and add the new LOV types mentioned in the following table:
Language Independent Code TRUE FALSE

Type SWE_CONFIRMATION _MESSAGE SWE_CONFIRMATION _MESSAGE

Display Value TRUE FALSE

Translate Yes Yes

Multilingual Yes Yes

Order 1 2

Language Name English-American N/A

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After you have added these changes, navigate to Screen > System Administration > List Of Values to view these changes in the repository.
New/ Changed New Business Component PickList Generic

Name Confirmation Message Picklist

Project User Preference

Static Yes

Type Field Type

Type Value SWE_CONFIRM_MESSAGE

The following changes have been made to the User Preferences Business Component.
Name SWE/Confirmation Message PickList Confirmation Message Picklist Predefault Value TRUE Type DTYPE_TEXT

The following table describes the new User Profile Confirmation Message Parameter Applet that has been added to support ACR 422.
New/ Changed New Business Component User Preferences

Name User Profile Confirmation Message Parameter Applet

Project User Preferences

Class CSSFrameBase

Title Accessibility

The following table describes the applet controls changes that have been implemented to support ACR 422.
Name Applet Title ConfirmMssg Caption Accessibility Confirmation Message Go Query Query Assistant Reset Save Cancel Accessibility Field N/A SWE/ Confirmation Message N/A N/A N/A N/A N/A N/A N/A HTML Type Text Text Method Invoked N/A N/A Runtime N/A Yes Field Type N/A BC Field

ExecuteQuery NewQuery QueryAssistant ResetRecord SaveEditRecord UndoQuery WebEditTitle

MiniButtonQuery MiniButtonEdit MiniButtonQuery MiniButton MiniButtonEditNew MiniButtonQuery Label

ExecuteQuery NewQuery ShowQueryAssistant ResetRecord ExplicitWriteRecord UndoQuery N/A

N/A N/A N/A N/A N/A N/A N/A

N/A N/A N/A N/A 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.
Visibility Applet Type User Profile Confirmation Message Parameter Applet

New/Changed New

Name User Profile Confirmation Message Parameter View

Project User Preferences

Business Object User Preferences

The following table describes the User Profile screen changes that have been added to support ACR 422.
Visibility Applet Type User Profile Confirmation Message Parameter Applet

New/Changed New

Name User Profile Confirmation Message Parameter View

View User Profile Confirmation Message Parameter View

Type Aggregate View

Resolving an Error Message Within Under Diseases > Cases 3LNV Users 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 2


Add the 'Edit' template to 'PUB Disease Case List Applet'. 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. New/ Changed New Web Template Edit

Name PUB Disease Case List Applet

Project PUB HLS Bio Terrorism

SIF File Disease_Case_SIA.sif

Resolving an Error Where Commands Are Executed Before Users Click Enter Users 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.

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2 3 4 5 6

Navigate to View > Options, and click the Object Explorer tab. Select the Symbolic Strings Object and click OK to add the Symbolic Strings object to Object Explorer. Lock the 'Symbolic Strings' project. Right-click and select 'New Record'. Add the new records mentioned in the following table. New/Changed New New Project Symbolic Strings Symbolic Strings Name SBL_ALT+CTRL+Y SBL_ALT+CTRL+L Value Alt+Ctrl+Y Alt+Ctrl+L

To implement the NextPage and PreviousPage commands 1 2 3 4 5 6 7 8


Navigate to Object Explorer in Siebel Tools. Navigate to View > Options, and click the Object Explorer tab. Select the 'Command' object and click OK to add the Command Strings object to Object Explorer. Within Object Explorer, click the Command object and query for the 'NextPage' command. Lock the object. Within Object Explorer, click the '+' sign and choose 'Accelerator'. For 'Browser Platform' - Extended, in 'Display Name - String Reference', provide the newly created Symbolic String or in 'Display Name' provide 'SBL_ALT+CTRL+DOWN'. In the 'Key Sequence' field, change the value to 'Alt+Ctrl+Y', as shown in the following table: Command NextPage PreviousPage Action Next Page Previous Page Accelerator Alt + Ctrl + Y Alt + Ctrl + L Key Sequence Alt+Ctrl+Y Alt+Ctrl+L Description Navigate to the Next Page Navigate to the Previous Page

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'.

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Resolving an Error Encountered While Creating a New Record in the Identities Form Applet The 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 66. 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 Information The 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 66. Add 'Popup Query' template to the 'PUB Evidence Pick Applet' with appropriate controls [ExecuteQuery and CancelQuery] placed on it.

Importing SIF Files


The following procedure describes how to import .sif files.

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To import SIF files 1 2 3 4


Lock the particular object /project that needs to be changed. Navigate to Tools > Import from Archive and select the related .sif file Click OK, and follow the instructions in the wizard to implement the changes. 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 Applets
The 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 topics: Importing SIF Files for Table Changes Applying the DDL Importing Seed Data Importing the Accessibility Project SIF Files

Importing SIF Files for Table Changes The 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 2 3 4 5 6


Lock the (Table Common) project by navigating to the Project Tab and checking the "Locked" check box. Import the Table archive file "Accessibility_Table.sif" table archive file. 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? Select the "Accessibility_Table.sif" file. Select the first option "Overwrite the object definition in the repository" in the Conflict resolution section of the import wizard view. 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 DDL The procedure in the following section describes how to apply the DDL.

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To apply the DDL 1 2 3 4 5


Select the table or tables you want to apply to the physical database and press Apply/DDL button (option > Apply). For a single table, select the current row option in Tables (Apply Schema Window). For more than one table, select the Choose Current Query option. For the Accessibility project, select the S_ACC_VIEW_APPL table and current row option. Make the following changes depending upon which database you are using:

a b c 6 7

For MSSQL, enter the database users, the database user password, and the correct ODBC data source. For Oracle, enter the table space, the index space, the database user, the database user password, and the correct ODBC data source. 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.

After entering in the database information, click the Apply button. 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 Data The procedure in the following section describes how to import seed data.

To import seed data 1 2


Copy dat files into a work-area folder. 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 4

When prompted for the table name, enter S_ACC_VIEW_APPL. Check the log files for any errors, and check S_ACC_VIEW_APPL for the data imported.

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Importing the Accessibility Project SIF Files The following section describes how to import the Accessibility Project .sif files.

To import the .sif files provided for ACR 422 1 2 3


Create the Accessibility project and import the .sif. Import AccProject.sif. For a list of files that this .sif contains, see Changes to SIF Files in ACR 422 on page 71. 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 71.

Add the following new LOV types and values: Type ACC_ATTRIB_TYPE ACC_ATTRIB_TYPE ACC_LOCALE Value Summary Label ENU

Add the following views to the application and associate responsibility:


Accessibility Applet Attributes View Accessibility View Attributes View

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). Open a command line window and navigate to the folder where the three scripts reside (genAccessibilityXML.pl, app_tree.pl, sqlstmt.pl). Execute the script with the following command:

a b

For all databases, change Oracle in DBI->Connect( ) in app_tree.pl and genAccessibilityXML.pl to ODBC.

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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.**

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 Applets


You 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 121Q6XXPY, and CR 12-1Q6XXOX. For both of these applets, use the following procedure:

1 2 3 4

Right-click, and select Applet > Edit Web Layout. In the Controls/Column Pane, select EditList. Uncheck the Show mapped controls only check box. Drag and drop the Position on Row control.

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5 6 7

Edit the Position on Row controls properties by entering ROW_OFF for HTML Bitmap and ROW_ON for HTML Disabled Bitmap. Save the applet. Drag and drop the GotoPreviousSet and GotoNextSet controls to their respective placeholders, and edit the properties using the values in the following table: Control GotoPreviousSet GotoPreviousSet GotoNextSet GotoNextSet Property HTMLBitmap HTML Disabled Bitmap HTML Bitmap HTML Disabled Bitmap Value RECNAV_PREVSET_ON RECNAV_PREVSET_OFF RECNAV_PREVSET_ON RECNAV_PREVSET_OFF

8 9

Save the applet. 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 422


This 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:

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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.sif The AdminScreen.sif file contains the following changes: Accessibility Attributes (new category) Accessibility Applet Attributes View (new view) Accessibility View Attributes View (new view)

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Instructions for ACR 574


The following section contains procedures for installing and configuring ACR 574.

Prerequisites for ACR 574


ACR 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 476


1 2 3
Install Siebel Server and Siebel Tools version 8.1.1, if you have not already. Install Siebel Server and Siebel Tools provided within the 8.1.1.x Fix Pack. Verify that the following DLL files exist in the siebsrvr\bin folder:

sscasasv.dll swcasvfr.dll swcashfr.dl swcanshfr.dll

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sscashsv.dll

4 5 6

Verify that the ACR 476.zip file exists in the Siebel Tools/REPPATCH directory. Verify that the SAConfig.xml file exists in the siebsrvr/smartanswer directory. 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 2


Launch Siebel Tools, and navigate to View > Options > Language setting. 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 476


1 2
Extract *.sif files from siebsrvr/objects/ACR476.zip into a temporary location. 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

Upon successful import, within Siebel Tools, make sure the following projects are locked:

Smart Answer 8.x Smart Answer Banter eService Service (SSV)

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Symbolic Strings eCatalog Admin Email Response

4 5 6

Compile all of the locked projects. Use the newly compiled repository (.srf) for launching the Siebel Server. Within the siebsrvr/smartanswer directory, update SAConfig.xml:

a b c d 7

Update the value for NLPAdapterDLLName with the correct location and filename. Make sure that the value for FacadeName is correct. Make sure that you have the correct, accessible, and writable FileSystem location. Under the above FileSystem, create a new folder called "smartanswer", and create two new directories called "import" and "export" under the smartanswer directory.

Place the third-party DLL in the NLPAdapterDLLName directory specified in the SAConfig.xml file.

Installing the Email Response User Interface


1 2 3
Install Siebel Server and Siebel Tools version 8.1.1, if you have not already. Install Siebel Server and Siebel Tools from the 8.1.1.x Fix Pack. Verify that the following DLL files exist in the siebsrver\bin directory:

swcommfr.dll sscommsv.dll sscmclnt.dll sscacabc.dll swcacafr.dll

4 5

Verify that the EMRUI_New.zip file exists in the Siebel Tools/REPPATCH directory. Navigate to Administration - Application > View > Communication Detail view to add seed data.

a b

Launch the dedicated client with the /editseeddata parameter set. Click New and add the following values:

View Name = Communication Detail View Description = Drill down View Default Access = Yes

Add the following responsibilities to this view:


Siebel Administrator Call Center Administrator Email Response Agent

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Email Response Manager

Configuring the Email Response User Interface


1 2
Extract the *.sif files from Tools\REPPATCH\EMRUI_New.zip into a temporary location. 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

Upon successful import, within Siebel Tools, make sure the following projects are locked:

Mail Agent Email Response

4 5 6

Compile all of the locked projects. Use the newly-compiled repository (.srf) for launching the Siebel Server. 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 Tool


The 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.

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Additional Software
The following software is required: 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 574


1 2 3
Install Siebel Server version 8.1.1, if you have not already. Install the Siebel 8.1.1.x Fix Pack. Verify that the following DLL files exist in the siebsrvr\bin directory:

swcommfr.dll sscanshsv.dll sscasasv.dll sscashsv.dll swcanshfr.dll

4 5 6

Verify that the SmartAnswerInstall.zip file exists in the Smart Answer InstalleRelease\Windows\Server_Ancillary\Smart_Answer\enu directory. Verify that the ACR574.zip file exists within Siebel Tools/REPPATCH. Verify that the SAConfig.xml file exists within the siebsrvr/smartanswer directory.

Configuring ACR 574


1 2 3 4 5 6
Navigate to Tools\BIN\<lang> (where <lang> is ENU, DEU, and so on). Open the Tools.cfg file, and change the SymStrPrefix value from x_ to SBL_. Extract the contents of ACR574.zip (<Extract_Dir>). Connect to Siebel Tools, and lock the eCatalog Admin project. Select Tools > Import from Archive, and then select <Extract_Dir>\ACR574\Repository\Applet\Applet.sif. Lock the Symbolic Strings project.

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7 8 9

Select Tools > Import from Archive, and then select <Extract_Dir>\ACR574\Repository\SymbolicString\SymbolicString.sif. Compile the changed objects to the Siebel repository and then unlock the locked projects. 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 574


The 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 3 4 5

In the Options tab, under Languages, select a source language and a target language. Click the Import tab. Enter the directory path and name of the file you are going to import. Enter the path and name of the file where you want to store the results for previewing. The default file name is "preview.log."

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.

If you receive an error message, use the following workaround: NOTE: CR 12-1VR263N has been logged for this issue.

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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.)

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 9

Review the preview.log for errors. If this file is empty, there were no errors, so proceed with the import. Repeat these steps for each language you are testing.

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Instructions for ACR 623


For information about how to configure the IOG integration, see Real-Time Decisions (RTD) for Siebel Intelligent Offer Generation (IOG) Installation and Reference Guide. This guide is available on Oracle Technology Network (OTN) at http://download.oracle.com/docs/cd/E20657_01/homepage.htm. Back to Configuration Instructions for Enhancements and Updates

Instructions for ACR 626


Supported Devices for Oracle Mobile Sales Assistant
The following are the supported versions for different components for ACR 626: Component Client Devices Supported Version 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

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Component MSA Client

Supported Version Version 2.2.085 for BlackBerry Version 2.2.100 for iPhone

Oracle SOA Suite

11gR1 PS1

Release Notes for ACR 626


The following section contains information about known issues with ACR 626.

Calendar Updates Feature Unavailable Category: 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 Client Category: 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 Supported Category: 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 626


NOTE: Make sure that the EAI Component Group is enabled.

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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.

In Siebel Tools, using Object Explorer, navigate to Project, and lock the following projects:

Account Account (SSE) Contact Lstofval Oppty Division Web Service Integration Activity Employee VERT CUT Address

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. Click Yes to grant permission to modify the repository, and then click Finish. Stop the Siebel Server or make sure that it has been stopped. 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.

4 5 6

7 8 9

Click the Compile button Restart the Siebel Server. 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"

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"SWIContactServices.XML" "SWIContactUIServices.XML" "SWICurrentUserServices.XML" "SWICustomerParty.XML" "SWIEmployeeServices.XML" "SWINoteServices.XML" "SWIOpportunityServices.XML" "SWIOpptyServices.XML" "SWIPickListHierarchicalServices.XML " "SWISalesMethodServices.XML"

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 Back to Configuration Instructions for Enhancements and Updates

Instructions for BI Publisher Enhancements


For 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. Back to Configuration Instructions for Enhancements and Updates

Siebel Fix Pack Installation Instructions


This topic includes the following subtopics: Siebel Fix Pack Installation Overview on page 457 About Installing Siebel Fix Packs on page 461 Installing the Siebel Fix Pack on Microsoft Windows on page 461 Installing the Siebel Fix Pack on UNIX on page 466 Configuring Slipstream Patch Installation on page 471 Postinstallation Tasks for the Siebel Server on page 472 Postinstallation Tasks for the Web Server on page 473

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Postinstallation Tasks for High Interactivity Clients on page 473 Postinstallation Tasks for Supporting Additional Languages on page 474 Uninstalling Siebel Fix Packs on page 475

Siebel Fix Pack Installation Overview


This topic is part of Siebel Fix Pack Installation Instructions on page 456. 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. 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 and other applicable sections of this document. 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 458 Applicable Base Releases on page 458 About Running Siebel Image Creator on page 459 About Installing Additional Languages on page 459 About Installing Siebel Quick Fix Releases on page 460

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Installation Scenarios Described in This Guide


This topic is part of Siebel Fix Pack Installation Overview on page 457. 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 471. 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 461. 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 475. 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 461. Adding languages. When you perform a new version 8.1.1 installation of Siebel Business Applications, include any supported languages (language packs) you require or expect to require. You can also add languages to an existing installation; additional steps are required in this case. For more information, see About Installing Additional Languages on page 459.

Applicable Base Releases


This topic is part of Siebel Fix Pack Installation Overview on page 457. 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.

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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

NOTE: 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 (http:// download.oracle.com/docs/cd/E11886_01/srsphomepage.html). 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.

About Running Siebel Image Creator


This topic is part of Siebel Fix Pack Installation Overview on page 457. 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 Languages


This topic is part of Siebel Fix Pack Installation Overview on page 457. 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.)

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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. 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 (http:// download.oracle.com/docs/cd/E11886_01/srsphomepage.html)

See also Postinstallation Tasks for Supporting Additional Languages on page 474.

About Installing Siebel Quick Fix Releases


This topic is part of Siebel Fix Pack Installation Overview on page 457. 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 the Siebel 8.1.1.5 Fix Pack on page 14 identifies fixes from previous Quick Fix releases that are included in specific Siebel Fix Pack 8.1.1.x releases.

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About Installing Siebel Fix Packs


This topic is part of Siebel Fix Pack Installation Instructions on page 456. 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 457. 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 457 (in particular, About Installing Additional Languages on page 459) before you install any Fix Pack. 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 459. 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. These guides are available on the Siebel Bookshelf 8.1 on Oracle Technology Network (http://www.oracle.com/technetwork/documentation/ siebel-087898.html). See also Postinstallation Tasks for the Web Server on page 473. 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 460.

Related Topics Uninstalling Siebel Fix Packs on page 475. Installing the Siebel Fix Pack on Microsoft Windows on page 461 Installing the Siebel Fix Pack on UNIX on page 466

Installing the Siebel Fix Pack on Microsoft Windows


This topic is part of Siebel Fix Pack Installation Instructions on page 456. 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.

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Before you install the Fix Pack, review all applicable information in the following topics: Siebel Fix Pack Installation Overview on page 457 About Installing Siebel Fix Packs on page 461.

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 462 Installing the Fix Pack for Siebel Web Server Extension on Windows on page 463 Installing the Fix Pack for Siebel Management Agent and Siebel Management Server on Windows on page 464 Installing the Fix Pack for Siebel Mobile Web Client, Siebel Tools, or Siebel Client Sync on Windows on page 465

Installing the Fix Pack for Siebel Enterprise Server on Windows


This topic is part of Installing the Siebel Fix Pack on Microsoft Windows on page 461. 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 referred to as the Siebel Database Server). The Fix Pack installer for Siebel Enterprise Server also patches any instance of Siebel Management Agent that was automatically 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 464.

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). 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. 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:

2 3

Siebel_Image is the directory for your version-specific Siebel installation image, such as D:\Siebel_Install_Image\8.1.1.x.

Double-click setup.exe to launch the Siebel Enterprise Server installer for version 8.1.1.x.

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Select an instance of version 8.1.1 or version 8.1.1.x to patch, from the list of detected Siebel installations. Follow all prompts to complete installation of version 8.1.1.x. Repeat these steps on each computer with a Siebel Enterprise Server component installation to be patched. 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 Windows
This topic is part of Installing the Siebel Fix Pack on Microsoft Windows on page 461. 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 (http://download.oracle.com/docs/cd/ E11886_01/srsphomepage.html) 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.

To install the Fix Pack for Siebel Web Server Extension 1 2


Stop the Web server. 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 4 5 6 7

Double-click setup.exe to launch the SWSE installer for version 8.1.1.x. Select an instance of version 8.1.1 or version 8.1.1.x to patch, from the list of detected Siebel installations. Follow all prompts to complete installation of version 8.1.1.x. Repeat these steps on each computer with an SWSE installation to be patched. Restart the Web server at the end of all Fix Pack or other patch release installation for serverbased products. For more information, see Postinstallation Tasks for the Web Server on page 473.

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Installing the Fix Pack for Siebel Management Agent and Siebel Management Server on Windows
This topic is part of Installing the Siebel Fix Pack on Microsoft Windows on page 461. 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: These 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 462. 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 2
Stop the Siebel Management Agent service. 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 4 5 6 7

Double-click setup.exe to launch the Siebel Management Agent installer for version 8.1.1.x. Select an instance of version 8.1.1 or version 8.1.1.x to patch, from the list of detected Siebel installations. Follow all prompts to complete installation of version 8.1.1.x. Restart the Management Agent service. 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 2


Stop the Siebel Management Server service. 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.

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Double-click setup.exe to launch the Siebel Management Server installer for version 8.1.1.x. Select an instance of version 8.1.1 or version 8.1.1.x to patch, from the list of detected Siebel installations. Follow all prompts to complete installation of version 8.1.1.x. Restart the Management Server service. 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, or Siebel Client Sync on Windows
This topic is part of Installing the Siebel Fix Pack on Microsoft Windows on page 461. Use the instructions that follow for installing Siebel Fix Pack 8.1.1.x on computers where Siebel Mobile Web Client, Siebel Tools, 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.

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.

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 4 5

Double-click oui.exe to launch the Siebel client or Siebel Tools installer for version 8.1.1.x. 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. Follow all prompts to complete installation of version 8.1.1.x.

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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 Client Sync 1 2


Exit any Siebel software on the client computer where you are installing the Fix Pack. 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 4 5 6

Double-click install.exe to launch the Siebel Client Sync client installer for version 8.1.1.x. Select an instance of version 8.1.1 or version 8.1.1.x to patch, from the list of detected Siebel installations. Follow all prompts to complete installation of version 8.1.1.x. 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.

Installing the Siebel Fix Pack on UNIX


This topic is part of Siebel Fix Pack Installation Instructions on page 456. 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 the following topics: Siebel Fix Pack Installation Overview on page 457 About Installing Siebel Fix Packs on page 461

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 461. This topic has the following subtopics: Installing the Fix Pack for Siebel Enterprise Server on UNIX on page 467 Installing the Fix Pack for Siebel Web Server Extension on UNIX on page 468

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Installing the Fix Pack for Siebel Management Agent on UNIX on page 469

Installing the Fix Pack for Siebel Enterprise Server on UNIX


This topic is part of Installing the Siebel Fix Pack on UNIX on page 466. 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 referred to as the Siebel Database Server). The Fix Pack installer for Siebel Enterprise Server also patches any instance of Siebel Management Agent that was automatically installed with a Siebel Server you are patching. See also Installing the Fix Pack for Siebel Management Agent on UNIX on page 469.

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). 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. 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.) 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.) (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

2 3

4 5

(AIX only) Execute slibclean, as follows: /usr/sbin/slibclean

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.

(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 468.

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(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 UNIX
This topic is part of Installing the Siebel Fix Pack on UNIX on page 466. 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.

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 AIX or 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 3

Log on to the server using the Web server owner account. (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

(AIX only) Execute slibclean, as follows: /usr/sbin/slibclean

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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.

(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 469.

(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 9

Select an instance of version 8.1.1 or version 8.1.1.x to patch, from the list of detected Siebel installations. 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 serverbased products. For more information, see Postinstallation Tasks for the Web Server on page 473.

Installing the Fix Pack for Siebel Management Agent on UNIX


This topic is part of Installing the Siebel Fix Pack on UNIX on page 466. Use the instructions that follow for installing Siebel Fix Pack 8.1.1.x on computers where Siebel Management Agent is installed. NOTE: These instructions for installing Siebel Management Agent assume that Management Agent was installed separately. If your instances of Management Agent were installed automatically as part of Siebel Server installation, follow the instructions in Installing the Fix Pack for Siebel Enterprise Server on UNIX on page 467 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 464.

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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 2
Stop the service for the Siebel Management Agent. (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

(AIX only) Execute slibclean, as follows: /usr/sbin/slibclean

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.

(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 470.

(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 8 9

Select an instance of version 8.1.1 or version 8.1.1.x to patch, from the list of detected Siebel installations. Follow all prompts to complete installation of version 8.1.1.x. Restart the Management Agent service.

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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 Installation


This topic is part of Siebel Fix Pack Installation Instructions on page 456. 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 457, 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 459. 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

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[Install1] Execute = full_path_to_Siebel_product_installer_executable Arg = 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 Parameter


To 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 Installations


If, 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.

Postinstallation Tasks for the Siebel Server


This topic is part of Siebel Fix Pack Installation Instructions on page 456. 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.

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For detailed information about this task, see the topic about configuring checksum validation in Siebel Security Guide on the 8.1 Siebel Bookshelf.

Postinstallation Tasks for the Web Server


This topic is part of Siebel Fix Pack Installation Instructions on page 456. 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 8.1 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.

Postinstallation Tasks for High Interactivity Clients


This topic is part of Siebel Fix Pack Installation Instructions on page 456. 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.

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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 (JRE), see Siebel System Requirements and Supported Platforms on Oracle Technology Network (http://download.oracle.com/ docs/cd/E11886_01/srsphomepage.html). 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 Tasks for Supporting Additional Languages


This topic is part of Siebel Fix Pack Installation Instructions on page 456. 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 459.

Importing Locale-Specific Data into the Repository


Sometimes 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. 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 on the 8.1 Siebel Bookshelf.

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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.

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 4 5

Click the Import tab. 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. 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 7

Click Import. After finishing, recompile the SRF file and restart the Application Object Manager component on the Siebel Server to see the results.

Uninstalling Siebel Fix Packs


This topic is part of Siebel Fix Pack Installation Instructions on page 456. This topic describes how to uninstall Siebel Fix Pack 8.1.1.x releases for Microsoft Windows and for supported UNIX and Linux platforms. 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 or Siebel Tools. 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 476 Instructions for Uninstalling a Siebel Fix Pack on page 476 Guidelines and Limitations for Siebel Fix Pack Uninstallation on page 477

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Scenarios for Uninstalling a Siebel Fix Pack


This topic is part of Uninstalling Siebel Fix Packs on page 475. 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.

Related Topics Enhancements and Updates in 8.1.1.x Fix Packs on page 32 Resolved Change Requests on page 477.

Instructions for Uninstalling a Siebel Fix Pack


This topic is part of Uninstalling Siebel Fix Packs on page 475. 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 32.

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).

At the prompt, select Maintenance Release Uninstall.

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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.

At the prompt, select Maintenance Release Uninstall.

Guidelines and Limitations for Siebel Fix Pack Uninstallation


This topic is part of Uninstalling Siebel Fix Packs on page 475. 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 or Siebel Tools. Only the full uninstallation option is possible for these modules. 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 Requests


Unless specifically noted in the table, all known anomalies from the base version remain unresolved. The 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. NOTE: This section lists the resolved change requests/bugs that were included in the Siebel 8.1.1.1 through Siebel 8.1.1.4 Fix Packs. For a list of resolved change requests/bugs included in the Siebel 8.1.1.5 Fix Pack, see Siebel Maintenance Release Guide, Version 8.1.1.5 on My Oracle Support (https://support.oracle.com/CSP/ui/flash.html). To access this guide, from within My Oracle Support, navigate to the Knowledge tab, and search for Article ID 880452.1. 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.

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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 change request tables include the following columns: Issues Addressed. The description of the issue. Bug ID/Fix Request ID. The tracking number for the fix request associated to the product defect. Base Bug ID/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. Special Instructions. 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.

CAUTION: If you have installed a Quick Fix, review Quick Fixes Included in Siebel 8.1.1.x Fix Packs on page 10. This section contains the following topics: Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack on page 478 Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack on page 522 Resolved Change Requests in the Siebel 8.1.1.2 Fix Pack on page 568 Resolved Change Requests in the Siebel 8.1.1.1 Fix Pack on page 592

Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack


This topic is part of Resolved Change Requests on page 477. Table 22 lists the Change Requests that were resolved in the 8.1.1.4 Fix Pack.

Table 22.

Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack Fix Request ID Change Request ID Fixed in Version Special Instructions

Issue Addressed

Analytics
RTD
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 453.

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Table 22.

Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack Fix Request ID Change Request ID Fixed in Version Special Instructions

Issue Addressed

Call Center
CTI
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 Oracle SES CreateIncrementalIndex overwrites feed files Updates the Smart Answer Admin Tool With Siebel Chat, when a chat contains a percentage sign (%), the information after the percentage sign is not sent Functionality is not available to set the owner for Created Email Outbound Record to the user who clicked the button 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 When users close a window using the Close (x) icon, the application hangs Within OSES, when users click the Search Results link in the Search view, they receive an error message 12-1YKOA8M 12-1XVFQ3H 8.1.1.4

12-1WUJ5UX

12-1WQ5PD9

8.1.1.4

12-1Y72XTM 12-1Z6EQIH

12-1XWEYTD 12-1YOLS71

8.1.1.4 8.1.1.4

12-1T4H0BC

12-1HE1XTL

8.1.1.4

12-1VK04GN

12-1VGM2U4

8.1.1.4

12-1VM6ZRB

12-1VE77T9

8.1.1.4

12-1VR72Q7

12-1VNK8MB

8.1.1.4

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Table 22.

Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack Fix Request ID 12-1XANOHD Change Request ID 12-1X65Y3T Fixed in Version 8.1.1.4 Special Instructions Yes, see Instructions for FR 121XANOHD on page 716.

Issue Addressed With OSES, Search Result Teasers display garbled characters with the non-enu content of the UI name parameter 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 Users can select separators in Search drop-down lists For activities, the Owned By field does not get updated correctly The Lookin drop-down list loses selections after consecutive searches on parent categories With OSES, searching does not work with partial values The All option does not search on Web datasources

12-1XYU5LR

12-1XCM26P

8.1.1.4

12-1Y9ZMQB 12-1TH3VYL

12-1XM980D 12-1SW8N2H

8.1.1.4 8.1.1.4

12-1Y5LXIO

12-1W7XG6V

8.1.1.4

12-1YJ7WRD 12-1Z0MD73

12-1XM987B 12-1XM986H

8.1.1.4 8.1.1.4 Yes, see Instructions for FR 121Z0MD73 on page 716.

With Advanced Search, the Modified Between Dates option appears to be caching values between users It is not possible to search using exact phrases Even after QA0150 has been applied, when users press F9 within the Members List screen, Internet Explorer hangs When users accept incoming chats, Siebel Chat displays the incorrect SR number

12-1Z7DR3K

12-1YAH4TL

8.1.1.4

12-1ZAR9M8 12-1ZB8WZG

12-1Z1KQY9 12-1YOKFU7

8.1.1.4 8.1.1.4

12-1ZBPWC2

12-1YAH55T

8.1.1.4

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Table 22.

Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack Fix Request ID Change Request ID Fixed in Version Special Instructions

Issue Addressed

Comm Media Energy


Assets
Modifying two assets generates a query with full table scan on S_ASSET table. 12-1ZM2V2V 12-1ZFBCAH 8.1.1.4

Connectors/EAI
EAI Server Components
Extends the Siebel web services framework to provide an endpoint through Oracle WLS (ACR 543) EAI HTTP Transport hangs when SOAP response includes special characters When the EAI Siebel Adapter cache is released, a crash occurs Siebel EAI queries for all existing child records when a new child record is added EAI Adapter is unable to process child integration components that use the same user key Users experience performance degradation when using the XML Hierarchy Converter/ DocToHier method to convert XML messages with escaped characters Inbound requests to the EAI Object Manager crash during EAI task logout/cleanup Crashes occur when processing large attachments (~115) using EAI 12-1XKSPJH 12-1VMAPI0 8.1.1.4

12-1YR2YDT

12-1YKOJJJ

8.1.1.4

12-1Y642Q1 12-1XP5RAA

12-1Y28AMJ 12-1XLAL87

8.1.1.4 8.1.1.4

12-1Y285PL

12-1VMAEWV

8.1.1.4

12-1YDWEYX

12-1Y8J059

8.1.1.4

12-1YFC9TW

12-1XRKKTV

8.1.1.4

12-1YN3U39

12-1YIQP2P

8.1.1.4

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

48 1

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack

Table 22.

Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack Fix Request ID 12-1YOKV2S Change Request ID 12-1QPSYL1 Fixed in Version 8.1.1.4 Special Instructions

Issue Addressed The "UseFormattedValues" user property for Integration Objects with DTE causes unexpected results When any Inbound Web Service is used, when the response is greater than 51k, the charsettype 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 There is no support for homogeneous hierarchies in the code generator After 8.1.1 QF00AA has been applied, problems occur with the cardinality of child products ACR 480: Deduction Totals are not updated when payments are changed under a promotion 12-1ZOZ5CJ 12-1XBND23 8.1.1.4

12-1UI9FGG

12-1GCFOY0

8.1.1.4

12-1XOOB5F

12-1XIVKJJ

8.1.1.4

12-1ZZ4S3U

12-1V0596T

8.1.1.4

Consumer Sector
Handheld
Users are unable to print voided invoices 12-1ZD5KI4 12-1Z3IMD9 8.1.1.4 Yes, see Instructions for FR 12-1ZD5KI4, FR 121YZMU0U, FR 12-1Z04AQ7, and FR 121Z04AS3 on page 715.

482

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack

Table 22.

Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack Fix Request ID 12-1N1QA5V Change Request ID 12-1JFQEZ6 Fixed in Version 8.1.1.4 Special Instructions

Issue Addressed In the Consumer Sector Handheld application, with certain records in "FS InvLoc Product", the InstantiateProduct method hangs 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 121YZMU0U, FR 12-1Z04AQ7, and FR 121Z04AS3 on page 715. Yes, see Instructions for FR 12-1ZD5KI4, FR 121YZMU0U, FR 12-1Z04AQ7, and FR 121Z04AS3 on page 715. Yes, see Instructions for FR 12-1ZD5KI4, FR 121YZMU0U, FR 12-1Z04AQ7, and FR 121Z04AS3 on page 715.

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

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

Other
Trade Promotions Management Quickstart (ACR 526) 12-1ZVR7XG 12-1ZVR7O5 8.1.1.4 Yes, see Instructions for ACR 526 on page 373.

Within the Target list applet, the Copy ADL function sometimes does not work properly

12-1T9SFNB

12-1TA9LJD

8.1.1.4

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

48 3

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack

Table 22.

Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack Fix Request ID 12-1Q7K1G9 Change Request ID 12-1P0S6GP Fixed in Version 8.1.1.4 Special Instructions

Issue Addressed The following views are missing from Consumer Goods Base options: Catalog Admin Detail View Products FINS Approval Administration View ACR480 : Improper error messages display when users try to submit funds to themselves for approval Improves the quality of the error messages for the CHS version of the application The Volume Planning Type default value is not set for promotions that do not have plans associated to them. The Warehouse WIthdrawal Units and Forward Buy Units values do not autospread from the promotion level UOM conversion does not happen for Forward Buy Cases/ Units and Warehouse withdrawal cases/units

12-1ZZ4SCG

12-1RVOKYD

8.1.1.4

12-1ZZ4SDS 12-1ZZ4SF4 12-20BQPV1

12-1UH86P4 12-1UWOE37 12-20BQPTP

8.1.1.4 8.1.1.4 8.1.1.4

12-205S6GS

12-204H02Q

8.1.1.4

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
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

484

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack

Table 22.

Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack Fix Request ID Change Request ID Fixed in Version Special Instructions

Issue Addressed

Sales Volume Planning


Performing a Mass Change causes an infinite loop during category aggregation Executing the Mass Change function on Category Baseline records for a subcategory causes the application to hang Intra-allocation does not work as expected and drops the remainder value during allocation Query Assistant returns all records, regardless of the query conditions 12-1UFAJ7B 12-1U5SBU1 8.1.1.4

12-1YCFLBK

12-1XC7KQR

8.1.1.4

12-1YJPBKN

12-1YGUPJV

8.1.1.4

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 ACR 358: When users change the chargeback resolution status to void, they receive an error message that contains no details ACR 358: When users copy a deduction that has a resolution record associated with it, they receive an error message ACR480: The From and Amount fields are still editible even after a Funds Transfer has been approved 12-1ZZ4S5N 12-1K2K8F5 8.1.1.4

12-1ZZ4S6Z

12-1KC4OQB

8.1.1.4

12-1ZZ4S8E

12-1KEJDM8

8.1.1.4

12-1ZZ4S9T

12-1RVOL2V

8.1.1.4

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

48 5

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack

Table 22.

Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack Fix Request ID 12-1ZZ4SB8 Change Request ID 12-1JUZ3ZD Fixed in Version 8.1.1.4 Special Instructions

Issue Addressed 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)

Customer Order Management


Configurator
After users apply 8.1.1 QF00BQ, they receive an error message when they attempt the BeginConfiguration step 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. 12-1X65SFB 12-1VM9GO3 8.1.1.4 Yes, see Instructions for FR 12-1X65SFB on page 715. 12-1ZQWHRQ 12-1ZPH4ZU 8.1.1.4

12-205G4TZ

12-1LNHQJJ

8.1.1.4

Yes, see Instructions for ACR 502 on page 355.

An incorrect refresh occurs for user-added business component fields within eCfg-UI in SI mode 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

486

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack

Table 22.

Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack Fix Request ID 12-1XYUA5E Change Request ID 12-1XUY3ZF Fixed in Version 8.1.1.4 Special Instructions

Issue Addressed The ProductConfigurator BeginConfig Load web service gets no response with two or more grandchild products The BeginConfiguration Web Service should return <Excluded>true</Excluded> for component products that violate product constraints and eligibility rules Within Product Configurator, the Summary tab does not display products that break eligibility rules It is not possible to display an attribute value's language independent code (LIC value) in the product configurator web service response message. When a constraint that uses "Constrain conditionally" template fails, the explanation does not contain the proper information CfgEval expressions that use "$Cur" in PickSpec UI Properties do not work correctly for threelevel product hierarchies The Product Configurator Load operation web service response has an empty <Item/> tag for grandchild records Attributes cannot be set using the VBC applet

12-1Y2PFJH

12-1Q7NVMV

8.1.1.4

12-1Y72XPE

12-1XQ4S1X

8.1.1.4

12-1Y902IR

12-1XT16PO

8.1.1.4

Yes, see Instructions for FR 12-1Y902IR on page 715.

12-1YK7CKM

12-1VR7NH8

8.1.1.4

12-1YOJV1Z

12-1XWEWDL

8.1.1.4

12-1Z04TNB

12-1Y2PC95

8.1.1.4

12-1Z3ZZMT

12-1YZNDJB

8.1.1.4

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

48 7

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack

Table 22.

Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack Fix Request ID 12-1ZM3DNU Change Request ID 12-1Z6VRLF Fixed in Version 8.1.1.4 Special Instructions

Issue Addressed 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 Remote configurator is not working after patch upgrade ACR502 :Summary theme is not coming with products with Quick edit theme with Tabproduct theme ACR502:Explain button is not throwing any error for cardinality violation

12-1ZZMA8H 12-1ZZMA9H

12-1WYW4B2 12-1VNIMC9

8.1.1.4 8.1.1.4

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 After QF0E16 has been installed, users receive an error message when validating products Querying in the Promotion popup applet does not work There is no filtering capability in the Bulk Order Action component pick applet Inefficient SQL select statements are created during ApplyPromotion 12-1XJD2O9 12-1XIVLVL 8.1.1.4

12-1ZA4LHW

12-1YM4QX1

8.1.1.4

12-20OTD3P 12-1TK90K2

12-206F3XH 12-1SEPT2B

8.1.1.4 8.1.1.4 Yes, see Instructions for FR 12-1TK90K2 on page 714.

12-1U3KD9O

12-1T2IWYD

8.1.1.4

488

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack

Table 22.

Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack Fix Request ID 12-1VM8C3T Change Request ID 12-1VM7S6L Fixed in Version 8.1.1.4 Special Instructions

Issue Addressed When users modify assets, they recieve the SBL-BPR-00183, SBL-BPR-00162, and SBL-ISS00121 error messages Bulk Requests that include the Replace action cause orders to be generated with incorrect action codes UMS UI applet does not refresh/ display all buttons The Suspend and Resume workflows add unwanted line items Promotion Upgrade does not work as expected with ACR 471 Users receive an error message when migrating promotions With Bulk Orders, selected records are not copied or displayed on the Instances applet The AutoMatch function incorrectly adds products to orders 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. When promotions are imported twice, the same price adjustment is created twice for subcomponents with the same data The SQL Delete of an Attribute from a Class is not removing all support records from the entity relationships diagram.

12-1VR61KE

12-1VR26EP

8.1.1.4

12-1X1B3C6 12-1XJDJYH

12-1WUJE2X 12-1X5627A

8.1.1.4 8.1.1.4 Yes, see Instructions for FR 12-1XJDJYH on page 713.

12-1Y4N1FU 12-1YCFL9K 12-1YCXTST

12-1XTBN8V 12-1Y0AHAJ 12-1Y3OY73

8.1.1.4 8.1.1.4 8.1.1.4

12-1YDWCXG

12-1Y63UOX

8.1.1.4

12-1YQ4NCA

12-1YKOYUX

8.1.1.4

12-1Z3152J

12-1YFU2BX

8.1.1.4

12-1Z7DBBN

12-1YOKG0B

8.1.1.4

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

48 9

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack

Table 22.

Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack Fix Request ID 12-1ZD654T Change Request ID 12-1YQ37K5 Fixed in Version 8.1.1.4 Special Instructions

Issue Addressed Promotions Export/Import does not work for Pricing Adjustments at the Component Level 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 302.

Products
When users edit product component relationships, they receive an error message 12-1YJ7WX1 12-1YDFAIF 8.1.1.4

490

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack

Table 22.

Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack Fix Request ID 12-1X3PGV5 Change Request ID 12-1X1SG5R Fixed in Version 8.1.1.4 Special Instructions

Issue Addressed When products are released for two concurrently logged-in users, the SBL-ISS-00121 error message occurs

Data Quality
Cleansing
Service requests, activities, and statements are not moved from a merged member to a surviving member during member merge Address cleansing returns addresses in single parameters rather than in multiple parameters 12-1UHQ1L9 12-1U5RB3V 8.1.1.4 Yes, see Instructions for FR 121UHQ1L9 on page 712.

12-1ZFCRF7

12-1YOLRSL

8.1.1.4

Deduplication
ACR 475: Incorrect match results occur for accounts and contacts when EAI is used ACR 475: The batch task does not end when accounts with multiple addresses are inserted using the BDM workflow ACR 475: Incorrect matches occur when an address is removed from one country and another country is added ACR 475: Changing the primary address to a different country does not create the record in the new population ACR475: Changing the primary contact for an account causes an error message to appear 12-1VNJME1 12-1VNJC3T 8.1.1.4

12-1VR6B4G

12-1VR2BBP

8.1.1.4

12-1VR6B74

12-1VR3SGC

8.1.1.4

12-1VR6B9Q

12-1VR4QK5

8.1.1.4

12-1VR6BB1

12-1VR4QM7

8.1.1.4

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

49 1

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack

Table 22.

Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack Fix Request ID 12-20GLHEH Change Request ID 12-1ZZMR15 Fixed in Version 8.1.1.4 Special Instructions

Issue Addressed 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

Other
ACR 475, QF3101: IIR crashes when posting contacts through EAI Provides a parameter to turn off the UCM Data Quality workflows for ACR 437 QF3103: The synchronizer architecture does not support the MSSQL and DB2 UDB databases QF3104: When Data Decay runtime events are on, associating contacts with accounts causes an error message 12-1VR228F 12-1VNJDR2 8.1.1.4

12-1VM7P1D

12-1VH3RP7

8.1.1.4

12-1ZE4T14

12-1ZE4SZN

8.1.1.4

12-1ZD61KI

12-1Z6ER6J

8.1.1.4

General
Activities
Employee MVG applet data is erased when changing the primary employee When an Activity is deleted, under Activity Templates, the Action business component does not refresh Cost and Price are not converted on tracker level when the activity comes from an activity plan 12-1Y9ZLKQ 12-1XHFA1T 8.1.1.4

12-1YAYCT1

12-1YAH4YV

8.1.1.4

12-1XLROYV

12-1IKIU3B

8.1.1.4

492

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack

Table 22.

Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack Fix Request ID Change Request ID Fixed in Version Special Instructions

Issue Addressed

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 Within the Detail view, the associate information for the object being audited is missing 12-1Y9Z1NN 12-1XSJG29 8.1.1.4

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 Double-border appears around meetings on 5-day calendar screen Events (eEvents) appear in backwards chronological order on the monthly event calendar when events cross multiple days Within the Participant Availability form applet, the Go button is not translated 12-1N1KSBQ 12-1MAMEI5 8.1.1.4

12-1ZM2UY9

12-1YTS6AX

8.1.1.4

12-1NUHDPR

12-1NKJK2V

8.1.1.4

12-1PSNEO1

12-1MFY3XO

8.1.1.4

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

49 3

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack

Table 22.

Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack Fix Request ID 12-1YKOARK Change Request ID 12-1Y3OYE1 Fixed in Version 8.1.1.4 Special Instructions

Issue Addressed 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 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 Improves the quality of error messages 12-1WTKAOZ 12-1WTKAOF 8.1.1.4

12-1Y28CO5

12-1WLULD1

8.1.1.4

File System
Large attachments fail to open on Linux with multiple filesystems Modified dates of attachments are updated even if the applet runtime property is equal to True in WinXP FAT 12-1XJDI01 12-1WEU3RJ 8.1.1.4

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

494

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack

Table 22.

Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack Fix Request ID 12-1YUTSZZ 12-1ZV9SEZ Change Request ID 12-1YUTSZ6 12-1Q35A8A Fixed in Version 8.1.1.4 8.1.1.4 Special Instructions

Issue Addressed The dmutl2.exe file cannot be accessed Siebel Tools Online Help files were not updated for Siebel 8.1.1

Other
Passing arguments by reference from within a with block in escript in the new ST engine gives incorrect results In version 8.0.0.9, there was a conflict between CR 121U5V2W5 and CR#12-1RSS5TX that meant that the fix for CR#12-1RSS5TX could not be included in the Fix Pack 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 The escript method Date.fromSystem() returns the incorrect time in Linux Business service escript is allowing the custom method to fall through to C++ code producing an error. The Thin Client cannot retrieve the entire string contained in a profile attribute Calling server script from browser script in a single business service causes an error Creating a new buffer where the input is > 90K causes the application to hang 12-1VEOXOD 12-1U4I7J7 8.1.1.4

12-1XUY70M

12-1XP5AGR

8.1.1.4

12-1YFTLB8

12-1XWIYRL

8.1.1.4

12-1YN3WIP

12-1XRKKWD

8.1.1.4

12-1YOOQQR

12-1YAH50J

8.1.1.4

12-1YUWFO2

12-1YOLLSB

8.1.1.4

12-1Z30P3H

12-1Z1KQM1

8.1.1.4

12-1ZFBL3U

12-1YNLBB5

8.1.1.4

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

49 5

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack

Table 22.

Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack Fix Request ID 12-1ZJG9IJ Change Request ID 12-1Z3IMBL Fixed in Version 8.1.1.4 Special Instructions

Issue Addressed Business service invocation in the Application_Start event using the old escript engine (the T engine) causes an error View Tabs ignore dynamic rules Error messages are not thrown in eaisiebel.js in the EAIExecuteMap() Script in the WebApplet_PreCanInvokeMetho d event can cause memory use to increase 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 WebApplet_Load event causes WriteRecord to occur after it completes Values that follow an ampersand (&) in a URL argument value are truncated

12-1N1Q7FN 12-1QJ1VFB

12-1GRZD9P 12-1QJ1VZN

8.1.1.4 8.1.1.4

12-1VR236Y

12-1V059J1

8.1.1.4

12-1XOOB8H

12-1XIVYP9

8.1.1.4

12-1ZO0KN8

12-1Y3OXW9

8.1.1.4

12-1YOOQSY

12-1BDKMON

8.1.1.4

PIM Server Integration


The PIMSI Engine crashes when trying to sync more than 100 users The "MultipleEntry" feature does not work as expected Users are unable to sync appointments that were created by non-Exchange users The user extract start date feature does not work properly 12-1XTI77K 12-1TK463D 8.1.1.4

12-1V7F7Y9 12-1X8ID6D

12-1TGNL4T 12-1VMABYH

8.1.1.4 8.1.1.4

12-1XPNABN

12-1VNJMW6

8.1.1.4

496

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack

Table 22.

Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack Fix Request ID 12-1XOOA50 12-1TYSGWK Change Request ID 12-1VR2GS3 12-1TYAXPJ Fixed in Version 8.1.1.4 8.1.1.4 Special Instructions

Issue Addressed Outbound appointments are not retried after a failure The Outlook Add-in does not respect the PIMSI Domain "Category" setting 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 Internet Explorer cannot display web page errors on Vista Quick start does not work for non-administrator users on XP and Vista Frequent dbxtract, dbinit and synchronization leads to TxnMerger failing on HOR ACR 402: Users are unable to log into the Mobile Web Client they have rebooted with Quick Start enabled Ports QuickStart applications 12-1YR2YPR 12-1Q2N41G 12-1VKZHLM 12-1SM2JSV 12-1PWMKKV 12-1VKZHKI 8.1.1.4 8.1.1.4 8.1.1.4

12-1VM6ZSU

12-1QVMO57

8.1.1.4

12-1VMAK2L

12-1QFPANA

8.1.1.4

12-1YOK7QV

12-1X5R8TQ

8.1.1.4

Yes, see Instructions for FR 121YOK7QV on page 712.

On Vista, with Quick Start enabled, users are unable to log into the Mobile Web Client after they restart a machine With Quick Start enabled, when the File > Sync DB option is used after rebooting, the Sync Dialog box is not visible The Quick Start function does not work on Microsoft Vista

12-1YOK7S3

12-1NZ7889

8.1.1.4

12-1YOK7TT

12-1VKYX0H

8.1.1.4

12-1YOK7UR

12-1JNDF6J

8.1.1.4

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

49 7

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack

Table 22.

Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack Fix Request ID 12-1WF6Q84 Change Request ID 12-1VDPBPF Fixed in Version 8.1.1.4 Special Instructions

Issue Addressed During Mobile Web Client synchronization, the SBL-DAT00369: Error with the connector DLL '<?>' has occurred _SSACreateSqlObj@12 error message occurs

Reports Server
Errors occur when running reports in SI applications (such as eService, eCustomer) BI Publisher reports show incorrect output when executing a PDQ and refining the query BI Publisher report Output type not visible due to Read Only View settings Executing a BI Publisher report in Split Calendar View does not display any data. Reports do not work correctly in disconnected mode Siebel Reports Scheduling does not work when the locale date is changed BI Publisher reports with signature display (LS_RECIPT & LS_SIGNAD) do not display signatures correctly on the mobile client. Error when executing BI Publisher report with Oracle database NLS_CHARACTERSET=JA16SJIS 12-1VNKJIP 12-1V418JR 8.1.1.4

12-1YK7EER

12-1XIVLOD

8.1.1.4

12-1V4JIO9

12-1S1Y205

8.1.1.4

12-1VR3YGT

12-1VNJ7BV

8.1.1.4

12-1YCG5VU 12-1YFC2CA

12-1YCG2PL 12-1XLALJV

8.1.1.4 8.1.1.4

12-1YZN89Z

12-1XF0GC9

8.1.1.4

Yes, see Instructions for FR 121YZN89Z on page 712.

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

498

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack

Table 22.

Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack Fix Request ID 12-1N22I4I Change Request ID 12-1J1ZOUE Fixed in Version 8.1.1.4 Special Instructions

Issue Addressed Using AES 256 encryption on 7.8.2.5 SIA causes the Object Manager to crash Using email addresses to register new ADSI users will sometimes fail Name fields allow scripts to be executed, which permits possible XSS attacks The Active Directory "Force password change at next login" feature yields an error message

12-1U0CXTI

12-1TK4UBL

8.1.1.4

12-1YAGOEH

12-1WUJGPN

8.1.1.4

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 Importing SmartScripts in update mode adds records instead of updating existing records 12-1XB5ZLZ 12-1X65YA7 8.1.1.4

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 With the standard SRF, the ePharma ENU application crashes when Siebel 8.1.1.2 is installed The Object Manager crashes in version 8.1.1 12-1VASVI5 12-1UX6FPL 8.1.1.4

12-1XRKLEH

12-1XRKLDV

8.1.1.4

12-1XUYPKV

12-1XOOC8J

8.1.1.4

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

49 9

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack

Table 22.

Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack Fix Request ID 12-1XVXX9N Change Request ID 12-1XP5AVL Fixed in Version 8.1.1.4 Special Instructions

Issue Addressed After the AES 256 Encryptor has been enabled, the Siebel Object Manager crashes Custom joins to s_audit_item cause the SBL-DBC-00105 error message to appear "Last Updated Source" and "Last Updated On" are not populated in the UI in the About Record window New servers can not be added to the enterprise. 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-SVR01031: Invalid Parameter' error messages whenever a SQL statement has parameters bound to it SCBroker crash in 8.1.1.1 on RHL 5.2

12-1U5VBII

12-1U0C8KF

8.1.1.4

12-1VUZHOZ

12-1VUZHM8

8.1.1.4

12-1Y36YRO 12-1YIQJZD

12-1Y0AZPB 12-1NWCZMB

8.1.1.4 8.1.1.4

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 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 Chapter names are not displaying in the user interface for a task 12-1X46YC9 12-1V9U49H 8.1.1.4

12-1X3PH49

12-1X3PPT4

8.1.1.4

12-1X3PH4Y

12-1X3PQB1

8.1.1.4

500

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack

Table 22.

Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack Fix Request ID 12-1ZFBL2R Change Request ID 12-1VJZTJ7 Fixed in Version 8.1.1.4 Special Instructions

Issue Addressed 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

Tools/Configuration
Siebel Tools sometimes hangs when applying schema changes (such as a new extension column) Functions require an extra leading { in front of the function body to behave properly 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 Checkboxes in the first column of list applets do not work correctly 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 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 Dynamic Applet Toggle moves focus to the bottom applet instead of the parent applet after toggle 12-1SLL0QL 12-1PEQLIL 8.1.1.4

12-1XS1M33

12-1MSV4EV

8.1.1.4

12-1XUY6Y9

12-1RSS5TX

8.1.1.4

12-1Y63IC7

12-1Y3OY5F

8.1.1.4

12-1ZIM652

12-1UIA11Z

8.1.1.4

12-1N1KLVX

12-1KBLS9L

8.1.1.4

12-1WVI20Z

12-1VR32TN

8.1.1.4

Upgrade

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

50 1

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack

Table 22.

Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack Fix Request ID 12-1YVVM4G Change Request ID 12-1W6DOUA Fixed in Version 8.1.1.4 Special Instructions

Issue Addressed The repository is not in sync with physical implementation after an upgrade to a new database version with LONG support There is no Database Configuration Wizard support for the z/Os database in version 8.1.1.3 After users upgrade, revenue history data is missing

12-1Y3EOKX

12-1Y37CQ3

8.1.1.4

12-1YCFLEM

12-1Y3OXVF

8.1.1.4

Workflow
Workflow policies triggered on extension tables do not fire actions Calling asynchronous workflow processes from scripts causes runtime errors when logging out of the application 12-1R1VXOW 12-1QBCC09 8.1.1.4

12-1Y54SUX

12-1XTIR2L

8.1.1.4

Life Sciences
Clinical Account Profiles
Within Administration - Clinical (Administrao - Clnica) > 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 711.

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 Instructions for FR 121ZUS8M9 on page 710.

502

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack

Table 22.

Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack Fix Request ID 12-1VM6ZU4 Change Request ID 12-1T2ILPP Fixed in Version 8.1.1.4 Special Instructions

Issue Addressed Subject Visit Templates does not keep the Required flag set for activities 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 121P4ORNG on page 710. Yes, see Instructions for FR 12-1YJ7X13 on page 709.

BIP report - Telephone and Fax Numbers are not displayed in the expected format

12-1YJ7X13

12-1QCS8LG

8.1.1.4

Payments
The Payments Exception Query button does not work properly 12-1YFTGBH 12-1Y0B1UK 8.1.1.4 Yes, see Instructions for FR 121YFTGBH on page 709.

Protocol Builder
BIP: Pharma Site Enrollment Status By Protocol LS_SITENRL 12-1P4ORM0 12-1OQUM7F 8.1.1.4 Yes, see Instructions for FR 121P4ORM0 on page 708.

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

50 3

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack

Table 22.

Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack Fix Request ID 12-1P4ORMD Change Request ID 12-1OQUM5W Fixed in Version 8.1.1.4 Special Instructions Yes, see Instructions for FR 121P4ORMD on page 707. Yes, see Instructions for FR 121P4ORMQ on page 706. Yes, see Instructions for FR 121P4ORN3 on page 706. Yes, see Instructions for FR 121P4ORNT on page 705.

Issue Addressed Converts the Site Initiation By Protocol Actuate report (LS_INBPRO) to BI Publisher

Converts the LS Site Initiation By Region Actuate report (LS_INBREG) to BI Publisher

12-1P4ORMQ

12-1OQUM4D

8.1.1.4

Converts the LS Region Document Tracking Actuate report (LS_TRBREG) to BI Publisher BI Publisher reports are unavailable for the LS Protocol Document Tracking Actuate report (LS_TRBPRO) to BI Publisher. Non-applicable visits do not get deleted when the SVT version is changed Position Rolldown shows the error message: Error SBL-BPR00162 fo 'EAI Siebel Adapter'.

12-1P4ORN3

12-1OQUM2S

8.1.1.4

12-1P4ORNT

12-1OQULZQ

8.1.1.4

12-1UI92I9

12-1TK4CFP

8.1.1.4

12-1Z5203P

12-1R7MY7D

8.1.1.4

Loyalty
Loyalty 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 121Z3ZZO2 on page 704.

Loyalty Engine
The LoyaltyEngineInteractive Object Manager has a memory leak of around 88 KB 12-1WB4GPH 12-1VI06M8 8.1.1.4

504

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Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack

Table 22.

Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack Fix Request ID 12-1WB4GPV Change Request ID 12-1VI06I9 Fixed in Version 8.1.1.4 Special Instructions

Issue Addressed The LoyaltyEngineRealtime Object Manager has a memory leak of around 240KB The Loyalty Interactive Engine crashes while processing redemption transactions During transaction processing, the number of open SQL cursors starts increasing rapidly and reaches the maximum number possible When point block optimization is used, the Batch Engine fails while being shut down Slow SQL occurs during the Real-Time Loyalty Accrual scenario Redemption Cancellation taskbased UI performance is slow Enhancement to accrual webservice

12-1XKTALR

12-1XLAL2N

8.1.1.4

12-1YFC6E8

12-1SW8L6P

8.1.1.4

12-1YKOEPX

12-1SK5J9J

8.1.1.4

12-1VGM3O1

12-1VGM3N7

8.1.1.4

12-1Y90J9T 12-1YDWAPR

12-1Y6LBZN 12-1XF0FUR

8.1.1.4 8.1.1.4

Loyalty Manager
When users query within the Points Balance view, rows appear that should not be displayed 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 The Reissue Voucher task-based UI takes too long to process transactions 12-1XM93ST 12-1XHDRIJ 8.1.1.4 Yes, see Instructions for FR 121XM93ST on page 704.

12-1VM75R7

12-1VM6N5D

8.1.1.4

12-1XS21JF

12-1XHF9F1

8.1.1.4

Yes, see Instructions for FR 12-1XS21JF on page 704.

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

50 5

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack

Table 22.

Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack Fix Request ID 12-1YJPCOB Change Request ID 12-1YIQQID Fixed in Version 8.1.1.4 Special Instructions

Issue Addressed 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 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 121YKOEQV on page 703.

Marketing
Campaigns
Campaign repeating tasks may repeat unexpectedly if record contention occurs The system allows users to associate a promoted prospect to a new list Campaign launch fails when using an internal list with no prospects Queries on My Leads and My Team's Leads views return all leads In the Campaign Members view, when users select a prospect and click the Create Opportunity button, they receive an error message When users chose segments, the user folder offered is always the administrator's rather than the user's User cannot see segments or lists that were created by other users in the same group 12-1TKAALE 12-1THO6QN 8.1.1.4

12-1U5U3TC

12-1TDX5HX

8.1.1.4

12-1VKZCM4

12-1V4JH1X

8.1.1.4

12-1W7RMKA

12-1VMCEBF

8.1.1.4

12-1XEJEWF

12-G9NBE5

8.1.1.4

12-1XVXFA2

12-1XIVMBZ

8.1.1.4

12-1YSNB9N

12-1Y9HK6T

8.1.1.4

506

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack

Table 22.

Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack Fix Request ID 12-1QNF4T7 Change Request ID 12-1PZ4R7R Fixed in Version 8.1.1.4 Special Instructions

Issue Addressed On UNIX-based platforms, one contact gets missed during 1st campaign wave assignment Offer Treatments are not copied with Campaign Template is applied When contacts are manually added, Campaign Launch functionality defaults to a null wave number

12-1S0YVDC

12-1KTY061

8.1.1.4

12-1T03JW2

12-1S5BL5P

8.1.1.4

Email and Web Marketing


Certifies Ektron version 5.2 When multiple lists are used, the wrong emails are sent to contacts Trackable URLs are not created correctly if the links include <br. (Solaris-specific issue) Many temporary files are created in the siebsrvr/TEMP directory when editing mail templates 12-1ZB8X4V 12-1XHX8U6 12-1YKOJKX 12-1WF6ZG1 8.1.1.4 8.1.1.4

12-1YR9X61

12-1WLUTXP

8.1.1.4

12-1YNLA4P

12-1O75I6F

8.1.1.4

Events
An error occurs if two users try to confirm an event attendee concurrently Waitlist count is incremented when the Allow Waitlist flag is set to N Users receive an error message when they click quickly on the Invite on Event Registration list Add to List button on Contact Category view adds empty record to list 12-1XQ4DQQ 12-1X1RY8J 8.1.1.4

12-1YIQBXE

12-1XZBYDT

8.1.1.4

12-1US5UG8

12-1S8Q8RN

8.1.1.4

12-1UZ5SCZ

12-1UI8TSH

8.1.1.4

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

50 7

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack

Table 22.

Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack Fix Request ID 12-1VR235E Change Request ID 12-1VH3S01 Fixed in Version 8.1.1.4 Special Instructions

Issue Addressed Waitlist count does not decrease when the participants who are waitlisted are cancelled Within eEvents version 8.1.1.1, creating a session takes longer than in previous versions of the application Changes to the Event Plan Status field automatically update the event status field

12-1Y36UO3

12-1XC4GYV

8.1.1.4

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 The Campaign Load/Campaign Launch process exits if Segmentation Engine does not respond 12-1UW60OB 12-1UH8JVF 8.1.1.4

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 RTD 3.0: The Campaign field should be required for all RTD offers RTD 3.0: Stage information should only include enabled offers in the eligible offers group RTD 3.0: Within the Retention Action view, the Offer Response buttons should not be enabled RTD 3.0: Within Call Center, the Offer Details view is not consistent with the display of attributes 12-1YOMJX3 12-1YOMJWJ 8.1.1.4

12-1YOMN8C

12-1YOMN72

8.1.1.4

12-1YOMN6R

12-1YOMN57

8.1.1.4

12-1YQGG5W

12-1YQGG4M

8.1.1.4

12-1YQGG94

12-1YQGG7U

8.1.1.4

508

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack

Table 22.

Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack Fix Request ID 12-1YQGGAZ Change Request ID 12-1YQGG9F Fixed in Version 8.1.1.4 Special Instructions

Issue Addressed RTD 3.0: The Reason field is not displayed in the Responses screen RTD 3.0: For intelligent offers, the Reason field should not record responses with "tell me more Positions added to the Lead Sales Team MVG are also added to the last saved Lead record In Siebel 8.1.1, the My Leads view returns an EOF error message when the owner of a record is changed With RTD 3.0, after users import SIF files and compile them, the Contact screen does not display Within the Response screen, when users click the Campaign hyperlink, they receive an error message Within the Retention Action view, when users click the No Thank You button, the application displays a Reason dialog box . RTD 3.0: Within Decision Center, Offers should be listed as Offers Name Within the List Import tab, importing a large file creates garbage characters

"12-1YQGGEF

12-1YQGGD5

8.1.1.4

12-1YOWCFE

12-1XF0G9H

8.1.1.4

12-1ZB8X0J

12-1XC7L43

8.1.1.4

12-1ZG57E3

12-1ZHAMQF

8.1.1.4

12-1ZOZ4CB

12-1ZOZ4A7

8.1.1.4

12-1YQZ29F

12-1YQZ267

8.1.1.4

12-1YQGGG0

12-1YQGGEQ

8.1.1.4

12-1Z04TPQ

12-1Y54UZR

8.1.1.4

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

50 9

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack

Table 22.

Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack Fix Request ID 12-1Z30OQR Change Request ID 12-1WTJXWZ Fixed in Version 8.1.1.4 Special Instructions

Issue Addressed 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-DAT00393). The same error message occurs when users click the Retire Lead button. Modifying a lead record overwrites the Lead Rejected Time value 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. Response forms that are added to the treatment template in default task-based UI tasks are not converted to HTMLwhen they are sent

12-1Z30OS2

12-1XOOC39

8.1.1.4

12-1ZYN2ZW

12-1YCFMMF

8.1.1.4

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 Solutions
Handheld for Windows

510

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack

Table 22.

Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack Fix Request ID 12-1ZFE3KR Change Request ID 12-1YZND55 Fixed in Version 8.1.1.4 Special Instructions Yes, see Instructions for FR 12-1ZFE3KR on page 702.

Issue Addressed 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)'. Handheld: GetCount TAG from print tagging language delivers wrong value Handheld: GetTotal TAG from print tagging language delivers wrong value When users navigate in the Billings screen and use the Signature function, the device freezes The Screen drop-down list does not appear on the Samsung Saga device Handheld synchronization loops if the compressed siebel.rml.z file on the server is bigger than 250000 bytes (244KB)

12-1Z6W895

12-1YOK96H

8.1.1.4

12-1Z6W8AC

12-1YOKK66

8.1.1.4

12-1ZFBR93

12-1YOKK4N

8.1.1.4

12-1ZFBLOZ

12-1Z6VW9H

8.1.1.4

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 OnPremise application (ACR 626) 12-1TXT8U0 12-1RCXQ1N 8.1.1.4 Yes, see Instructions for ACR 626 on page 453.

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

51 1

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack

Table 22.

Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack Fix Request ID Change Request ID Fixed in Version Special Instructions

Issue Addressed

Partner Relationship Management


Other
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 Sector
Other
Customers can not access Incidents-related views because of a license-key issue 12-1ZW8OVR 12-1ZW8OV7 8.1.1.4

Sales
Forecasting
Senior levels in forecasting hierarchy not able to generate forecasts After users delete a forecast and then drill down on another forecast, they receive the SBLDAT-00393 "end of file" error message 12-1XVG7QX 12-1XM98B7 8.1.1.4

12-1YN3TX3

12-1YCXQYB

8.1.1.4

Other
The Relationship Hierarchy view allows access to all accounts across all organizations The Next arrow for the "Bill To" Relationship Hierarchy Tree Applet does not work 12-1YOMKPD 12-1T2ILHX 8.1.1.4

12-1ZL9LEQ

12-1YNLB8N

8.1.1.4

512

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Table 22.

Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack Fix Request ID Change Request ID Fixed in Version Special Instructions

Issue Addressed

Territory Management
Geo-Zone-based rules for accounts do not give expected results 12-1U3BTSP 12-1U0C8HX 8.1.1.4

Service
Other
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)". The Activity Plan Copy functionality does not work properly after case insensitivity has been implemented 12-1Y37FF1 12-1XZYBNJ 8.1.1.4 12-1PQPP5B 12-1PFQSZV 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

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51 3

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack

Table 22.

Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack Fix Request ID 12-1V6GM1C Change Request ID 12-1UIBDO9 Fixed in Version 8.1.1.4 Special Instructions

Issue Addressed Holiday API Service IsHoliday() is not working properly when Exceptions are used in the Schedule SR broker tasks increase when invoking booking appointments that integrate with Asgnsrvr Updating an activity does not generate an update in the FS Activity Cache Sync business component Within the Dispatch Board, the Refresh command switches off the cache

12-1Z7DAAJ

12-1YOLS7V

8.1.1.4

12-1ZFB9X9

12-1YOKGHT

8.1.1.4

12-1ZFBA2F

12-1YJP6FL

8.1.1.4

Siebel Ecommerce for Comms


Miscellaneous
Child products under a default CP in an upgraded promotion are not shown in the Summary of Changes page Within sales order, the request dates for line items are being saved as the request date minus one 12-1YBWJSS 12-1VCQTQ1 8.1.1.4

12-1ZOI4IM

12-1ZOI4H7

8.1.1.4

Siebel Self Service Common


Miscellaneous
Users are unable to launch the Self-Service URL With different ship-to information for line items, the MultipleShipto column shows "No' in the Review and Submit page 12-1Z3HSYD 12-1YBWKB5 12-1YOJTGX 12-1V3JPQB 8.1.1.4 8.1.1.4

514

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Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack

Table 22.

Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack Fix Request ID Change Request ID Fixed in Version Special Instructions

Issue Addressed

Universal Customer Master


Data Management
QF3104: When users unmerge contacts from accounts, the association is not retrieved QF3103: The Initial Load process is not available for MSSQL DB Type ACR 475: When multi-lang is enabled, when users associate a contact to an account through the UI, an error message occurs QF3103: The Initial Load process is not available for IBM DB2 UDB Type 12-1ZQWVG8 12-1Z7DQZ9 8.1.1.4

12-1YNL8YQ

12-1Y9HZTV

8.1.1.4

12-1ZYNASE

12-1ZNIRZH

8.1.1.4

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 AIA responses back to the Siebel application return the entire XML to the Siebel UI 12-1U0AQT7 12-1IBE8WR 8.1.1.4

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

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Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack

Table 22.

Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack Fix Request ID 12-1U5RGGN Change Request ID 12-1TJMH71 Fixed in Version 8.1.1.4 Special Instructions

Issue Addressed ACR 475, Higher Education: The EIM tables are missing some data ACR 475, Higher Education: There is no text box for the Date of Birth field ACR 475, Higher Education: Data cannot be posted in the SOAP UI ACR 475, Higher Education: The Phone and Email tabs do not contain a Delete Record button ACR 475, Higher Education: The Country field is missing from the Constituent main view ACR 475, Higher Education: Email changes are not reflected in Email History for constituents ACR 475, Higher Education: Phone Number changes are not reflected within Phone History for constituents ACR 475, Higher Education: The system accepts any phone num type that is sent in from a web service call ACR 475, Higher Education: Users are unable to enter data in the Personal Address field ACR 475, Higher Education: Users are unable to create a record for affiliation ACR 475, Higher Education: During BDM, the institution is not populated for the Affiliation integration component

12-1U5RGIV

12-1TK3VIM

8.1.1.4

12-1U5RGM3

12-1TK4OZF

8.1.1.4

12-1U5RGQC

12-1TK962G

8.1.1.4

12-1U5RH22

12-1TPS1E1

8.1.1.4

12-1U5RH34

12-1TUWQ23

8.1.1.4

12-1U5RH46

12-1TUW8FW

8.1.1.4

12-1U5RH58

12-1TUW8IF

8.1.1.4

12-1U5RIPU

12-1TWTQPT

8.1.1.4

12-1U5RIR3

12-1TWTQRK

8.1.1.4

12-1U5RITI

12-1U0A72A

8.1.1.4

516

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Table 22.

Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack Fix Request ID 12-1VR2CAU Change Request ID 12-1VNJ8DR Fixed in Version 8.1.1.4 Special Instructions

Issue Addressed ACR 475, DQ: Synchronizer stops after a few addresses are selected within Accounts and Contacts ACR 475: Data matching does not work for account and contact records posted through EAI ACR 475: Users are unable to ipmort WSDLs from the build location ACR 475, QF3101: Sessions are restarted/the Object Manager crashes consistently ACR 475: Users receive an error message when creating records through the UI ACR 475, DQ: Using EAI, the Update and Upsert of address information for contacts does not occur ACR 475: Users are unable to post household data through EAI Enhances UCM to provide Data Governance, Data Quality and Usability enhancements (ACR 475) 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 ACR 475: UCM session log off when trying to save changes made in DRM (such as adding a new hierarchy to an existing version)

12-1VR5FB1

12-1VNJKCG

8.1.1.4

12-1VR5FCC

12-1VNJ8G2

8.1.1.4

12-1VR6B35

12-1VR1NO3

8.1.1.4

12-1VR6B5T

12-1VR3RJX

8.1.1.4

12-1VR6B8F

12-1VR4VCC

8.1.1.4

12-1VR6BCC

12-1VR4VUQ

8.1.1.4

12-1X1S0L7

12-1TK672L

8.1.1.4

Yes, see Instructions for ACR 476 on page 286.

12-1ZQWVF9

12-1ZA9UNJ

8.1.1.4

12-1ZW8S4J

12-1ZW8S1B

8.1.1.4

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Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack

Table 22.

Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack Fix Request ID 12-1ZYNARN Change Request ID 12-1Z6WB8N Fixed in Version 8.1.1.4 Special Instructions

Issue Addressed ACR 475: The Communication Address User Key is not enforced for data inserted in realtime (UI/WSI) ACR475B: The login for DRM is hard-coded ACR 475: Data loss occurs during multi-session scenarios ACR 475, Higher Education: ID Type Label is missing ACR 475, Higher Education: The Street Address field does not contain a MVG ACR 475, Higher Education: The Streeet Address3 and Street Addres4 fields cannot be located ACR 475, Higher Education: The Constituent list applet can only display four records at a time ACR 475, Higher Education: The columns meant to be flag columns for selecting primary entities are incorrectly named ACR 475, Higher Education: Affiliate Institute ID is displayed instead of Institution Name ACR 475, Higher Education: The External Constituent ID view is not designed correctly ACR 475, Higher Education: The Street Address field and several other filds are not editable ACR 475, Higher Education: Importing data to the LOY Profiles and Comm Manager projects fails

12-205G5OJ 12-207UHWR 12-1U5RGHR 12-1U5RGJZ

12-205G5MC 12-207UHVB 12-1TK3VGV 12-1TK3VKD

8.1.1.4 8.1.1.4 8.1.1.4 8.1.1.4

12-1U5RGL1

12-1TK4OXO

8.1.1.4

12-1U5RGN5

12-1TK9ENW

8.1.1.4

12-1U5RGO7

12-1TK9B70

8.1.1.4

12-1U5RGP9

12-1TK9B1B

8.1.1.4

12-1U5RGRE

12-1TKA445

8.1.1.4

12-1U5RGSI

12-1TKA4GE

8.1.1.4

12-1U5RGTK

12-1TKA4KE

8.1.1.4

518

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Table 22.

Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack Fix Request ID 12-1U5RGUM Change Request ID 12-1TPS1HM Fixed in Version 8.1.1.4 Special Instructions

Issue Addressed ACR 475, Higher Education: The Start/End Date columns should be named Effective Start/End Date ACR 475, Higher Education: The Class Year field does not have UI-level validations ACR 475, Higher Education: Effective Start Date is populated to the current date for ID, Affiliations, Name, and Address ACR 475: The Constituent Main view design is not in accordance with the design of the rest of the application ACR 475, Higher Education: Not all fields are editable in the Personal Address Selection applet ACR 475, Higher Education: The textbox sizes are not standard within the Constituent view ACR 475, Higher Education: The UCM Batch task errors out ACR475B: When the Hierarchy Name information for an orphan account is changed, the change is not reflected in the UI ACR475B: If the hierarchy contains special characters, an error occurs while trying to launch DRM Enhances UCM to support the Higher Education application (ACR 475A)

12-1U5RGVO

12-1TKA9BK

8.1.1.4

12-1U5RGWQ

12-1TK9ZE3

8.1.1.4

12-1U5RGYU

12-1TPS15R

8.1.1.4

12-1U5RGZY

12-1TPS192

8.1.1.4

12-1U5RH10

12-1TPS1BB

8.1.1.4

12-1U5RIUN 12-205G433

12-1U0AR67 12-204Y7UB

8.1.1.4 8.1.1.4

12-205G43L

12-205FPWT

8.1.1.4

12-1U0DSWL

12-1TGO7DJ

8.1.1.4

Yes, see Instructions for ACR 476 on page 286.

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51 9

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack

Table 22.

Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack Fix Request ID 12-1XYCTT8 Change Request ID 12-1WXWUIF Fixed in Version 8.1.1.4 Special Instructions

Issue Addressed The Relationship Hierarchy View crashes when the number of records is greater than or equal to the MaxCursorSize and PrefetchSize values

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 Interface
Controls
Within the calculator function, when users press the Enter button, results do not display Extra queries are executed when users click the Back and Forward browser buttons The Display_Applet event causes screens not to display correctly Queries with invalid day numbers are accepted 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 12-1XS1MGK 12-1XS1MG0 8.1.1.4

12-1Y731MN

12-1V4JFKL

8.1.1.4

12-1NMWHFR

12-1MMQK8H

8.1.1.4

12-1VR3S08 12-1XBN94Z

12-1VR3RZJ 12-1WLTVBV

8.1.1.4 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

520

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Table 22.

Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack Fix Request ID 12-1VHLJA2 Change Request ID 12-1UK0QN1 Fixed in Version 8.1.1.4 Special Instructions

Issue Addressed When personalization is used, form applet field labels do not appear the first time 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 List applets show "hidden" list column when users create a new record Resizing the screen causes one applet to be painted on top of another Toggle applets become corrupted when a personalization rule is specified

12-1ZM340L

12-1NVVH71

8.1.1.4

12-1XPMTE7

12-1XC7L61

8.1.1.4

12-1RB0A83

12-1R4A19T

8.1.1.4

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 ACR 600: Three shortcut keys were removed, so the SIF file does not import properly 12-1ZARFCK 12-1YO2RKX 8.1.1.4

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

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52 1

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack

Table 22.

Resolved Change Requests in the Siebel 8.1.1.4 Fix Pack Fix Request ID 12-1SC970H Change Request ID 12-1HCLBH7 Fixed in Version 8.1.1.4 Special Instructions

Issue Addressed Pressing the TAB key causes the focus to jump to the next applet, not the next field Screen menus stop working after MVG operations are cancelled

12-1YOKUKR

12-1YOKG15

8.1.1.4

Web Service
Other
The Siebel application expires the session token when SiebelSessionTimeOut value is less than the SessionTokenTimeout value 12-20M5KBU 12-20M5KB3 8.1.1.4

Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack


This topic is part of Resolved Change Requests on page 477. Table 23 lists the Change Requests that were resolved in the 8.1.1.3 Fix Pack

Table 23.

Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack Fix Request ID Change Request ID Fixed in Version Configuration Changes

Issue Addressed

Call Center
CTI
After 7.8.2.3 QFJ316 has been applied, CTI toolbar worker threads loop infinitely The Communications toolbar freezes if it receives an HTTP message that contains no content after a push connection request 12-1RRBR7O 12-1REPWYN 8.1.1.3

12-1S0YVAJ

12-1RXY8FA

8.1.1.3

522

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Table 23.

Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack Fix Request ID 12-1VR7RHL Change Request ID 12-1VNKRB3 Fixed in Version 8.1.1.3 Configuration Changes

Issue Addressed A crash occurs with SCCObjMgr_enu on use of invoking method for invoking a command on Communication Session Manager (CSM) ACR 574: If the application is idle for a few hours, users cannot connect to Smart Answer Server for KB When users send email using the F9 command, the "To" field is not being populated

121WMU5BW

12-1WFFM67

8.1.1.3

12-1XZTJ3V

12-1XSTNYN

8.1.1.3

Other
Searchable fields in the search results view are not being shown RaiseErrorText in PreLeave prevents SaveUserParameter from working When users query in the All Communications view, the HTML toolbar is displayed Users are not able to change a default date for Advanced Search Error SBL-SVR-00006 occurs in workflows that call Outbound Communications Manager When Search/Find is closed using the "X" button, the application navigates to the login page After indexing certain business components for mobile search, the datasource is shown as "buscomp". Field values are erased out after users cancel the F9 send mail command 12-1PILI7W 121QGOBD8 12-1SSCGFN 12-1ONVDPT 12-1PSNSBZ 8.1.1.3 8.1.1.3

12-1SPY0IE

8.1.1.3

12-1TUEA6P

12-1SFP9CV

8.1.1.3

Yes, see Instructions for FR 12-1TUEA6P on page 732.

12-1U0BJHL

12-1TD6WP5

8.1.1.3

121U5QXWD

12-1OFLUA5

8.1.1.3

12-1UIAGQE

12-1RKLPVN

8.1.1.3

12-1US5UAP

12-1FJKS6A

8.1.1.3

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Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack

Table 23.

Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack Fix Request ID 12-1UX632W 12-1VM90QP Change Request ID 12-1UGQKS5 12-1T7D4XN Fixed in Version 8.1.1.3 8.1.1.3 Configuration Changes

Issue Addressed Within the eChannel application, the Find function is not working 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 When users select and use a Simple Email Template that belongs to a different language, the Web Client caches that language 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 ACR 574: Enhances the Smart Answer Server

12-1VMB73K

12-1VHLD1H

8.1.1.3

12-1VNJLI3

12-1VM81EJ

8.1.1.3

12-1WB70VJ

12-1UI8IN7

8.1.1.3

Yes, see Instructions for ACR 574 on page 447.

ACR 574: When an inbound email is sent that does not contain a matching string, the customer does not receive an acknowledgement email ACR 574: Provides a Refresh button on the Administration Catalog screen to allow users to synchronize the catalog ACR 574: Enables errorhandling and logging in Siebel Smart Answer Connector ACR 574: Users cannot send the Catalog Name to the Lymba Adapter with an API call

121WB70WQ

12-1VR6FWO

8.1.1.3

12-1WB70Z8

12-1VMJW4R

8.1.1.3

12-1WB710H

12-1VNJJXN

8.1.1.3

12-1WEE3SH

12-1VNJJZ2

8.1.1.3

524

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Table 23.

Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack Fix Request ID 12-1WEE3TP Change Request ID 12-1VNJZ8L Fixed in Version 8.1.1.3 Configuration Changes

Issue Addressed ACR 574: Search Center closes when users click the Smart Answer button ACR 574: Smart Answer: Users are unable to close Search Center using the X icon in certain scenarios ACR 574: Smart Answer: Users are unable to import language XML files into the Knowledgebase catalog within the Siebel application ACR 574: AutoResponse exits with an error and no autoresponse is sent to the client ACR 574: For some instances of the Smart Answer process, file reading fails because of concurrent access ACR 574: The Smart Answer Synchronize button is not translated ACR 574: Auto Response behavior is inconsistent ACR 574: Lymba Smart Answer: The Siebel application does not call the SM component when agents choose Yes or No for feedback 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

121WEE3UU

12-1VNJZ9H

8.1.1.3

12-1WEE3VZ

12-1VR398K

8.1.1.3

12-1WEE3XE

12-1VR4FMB

8.1.1.3

12-1WEE3YJ

12-1VR4V1B

8.1.1.3

12-1WEE3ZV

12-1VR4A7V

8.1.1.3

12-1WEE410 12-1WEE425

12-1VR3GUN 12-1VR6QRN

8.1.1.3 8.1.1.3

12-1WLTQ3L

12-1VE7EQ3

8.1.1.3

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Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack

Table 23.

Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack Fix Request ID 121WLUWSV 121WMU59O Change Request ID 12-1UH87BR Fixed in Version 8.1.1.3 Configuration Changes

Issue Addressed Object Manager crashes when indexing 1,000,000 employee records ACR 574: If users perform blank summary queries on Service Requests or from Search Center, they receive the "Smart Answer component unavailable" error message ACR 574: When Port 1099 is used, Lymba Smart Answer server immediately shuts down with an "unable to connect" exception 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 Within the eChannel application, Binocular Search does not work Within CRM Chat, the Spell Check button does not work

12-1WCP9WP

8.1.1.3

121WMU5A0

12-1WF73FF

8.1.1.3

121WMU5AY

12-1WF77PG

8.1.1.3

12-1X6DJB3 12-1Y36UV1

12-1WTJXYN 12-1Y2PWNA

8.1.1.3 8.1.1.3

Comm Media Energy


Order 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 166.

526

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Table 23.

Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack Fix Request ID 12-1UZ5YMC Change Request ID 12-1UW5DFF Fixed in Version 8.1.1.3 Configuration Changes Yes, see Instructions for ACR 474 and ACR 508 on page 166.

Issue Addressed 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) Provides Order to Activate and Order to Bill PIP enhancements (ACR 463/AIACOMS 2.4) 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) 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) Provides Order to Activate and Order to Bill PIP enhancements (ACR 474/AIACOMS 2.4)

121RDW596

12-1R3SHD7

8.1.1.3

Yes, see Instructions for ACR 463 on page 109. Yes, see Instructions for ACR 474 and ACR 508 on page 166

12-1VM9314

12-1VM7OFB

8.1.1.3

12-1VR3ZSJ

12-1VR2NH1

8.1.1.3

Yes, see Instructions for ACR 474 and ACR 508 on page 166

12-1W6062R

12-1R3SHD7

8.1.1.3

Yes, see Instructions for ACR 463 on page 109.

ACR 474: When users create a Follow On order, an error message displays

12-1X5NNA5

12-1X56KI9

8.1.1.3

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52 7

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack

Table 23.

Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack Fix Request ID 12-1X5NXC8 Change Request ID 12-1X56155 Fixed in Version 8.1.1.3 Configuration Changes

Issue Addressed 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 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. 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). 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 Promotional discounts for items are not being applied to BRM

12-1X5NXEM

12-1X56KGX

8.1.1.3

12-1XHX8VP

12-1V41SPV

8.1.1.3

Yes, see Instructions for ACR 500 on page 328.

12-1XTI4WC

12-1X0C24K

8.1.1.3

Yes, see Instructions for ACR 474 and ACR 508 on page 166. Yes, see Instructions for ACR 474 and ACR 508 on page 166.

12-1Y3OPD3

12-1XSJPP1

8.1.1.3

528

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Table 23.

Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack Fix Request ID 12-1Y36V3X Change Request ID 12-1Y0B1ZJ Fixed in Version 8.1.1.3 Configuration Changes Yes, see Instructions for ACR 474 and ACR 508 on page 166. Yes, see Instructions for ACR 474 and ACR 508 on page 166. Yes, see Instructions for ACR 474 and ACR 508 on page 166. Yes, see Instructions for ACR 474 and ACR 508 on page 166. Yes, see Instructions for ACR 474 and ACR 508 on page 166. Yes, see Instructions for ACR 474 and ACR 508 on page 166.

Issue Addressed Customer service representatives can delete root customizable products that have components that have reached the "point of no return" in revised orders ACR 474: The bar on the line items view shows a cancelled status

12-1Y3OPDC

12-1XTI4RH

8.1.1.3

ACR 474: Revised orders copy fulfillment status and status context from the base order

12-1Y3OPDM

12-1XTI4OQ

8.1.1.3

When Manual Price Override is updated on a modified order, the action code is not changed to 'Update Users cannot modify orders to customize a Service Bundle

'12-1Y6LFEF

12-1XVFMBA

8.1.1.3

12-1Y6LFEP

12-1XSJPMM

8.1.1.3

Errors occur when updating the Part# or inserting a record with the Part # field populated in the line When users modify orders, the Siebel Server crashes 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 ACR 474: EAI Data Transformation Engine creates an empty container in the output

12-1Y6LLL2

12-1Y6LLKD

8.1.1.3

12-1Y6LLLG 12-1YIQMGO

12-1XVXEFP 12-1U0ATEW

8.1.1.3 8.1.1.3

12-1YIQMHB

12-1U0BPB9

8.1.1.3

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52 9

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack

Table 23.

Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack Fix Request ID 12-1YK6THT Change Request ID 12-1U089B9 Fixed in Version 8.1.1.3 Configuration Changes Yes, see Instructions for ACR 474 and ACR 508 on page 166.

Issue Addressed ACR 474: The application crashes when users drill down on a copied order that was created using the CTRL+B shortcut

Other
ACR 474: Date-time data that is passed in the payload in UTC canonical format (such as '200908-14T03:09:01Z') throws the "cannot convert the value to Date-Time" error message 12-1YIQMEE 12-1VR2YCD 8.1.1.3

Connectors/EAI
Application 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 An error occurs during base64 attachment conversion (IntObjPS to XMLDoc) MQ Receiver Logs contain unnecessary entries 12-1UI8D5R 12-1U5R29R 8.1.1.3

12-1VNJD5G

12-1UX6FV5

8.1.1.3

12-1VR5P25

12-1RAJ0L3

8.1.1.3

Other
Date-time data passed in payloads in UTC canonical format (such as '2009-0814T03:09:01Z') 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 732.

530

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Table 23.

Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack Fix Request ID 12-1SBR7MX Change Request ID 12-1KXYCJ7 Fixed in Version 8.1.1.3 Configuration Changes

Issue Addressed If a Web service SOAP response contains a character length greater than 100 K, then the Web service errors out EAI HTTP requests should not send BOM in UTF-16 XML with byte endian information in the encoding XML Convertor does not correctly convert property names that start with a number VBC-based CSSFABCVRec class only works for alternate calls EAI Siebel Adapter ignores IC Field Precision and Scale settings EAI UI Date Adapter does not return error messages without error codes

12-1U0BRC3

12-1TD6XBN

8.1.1.3

12-1VR4PJL

12-1VNJ4JJ

8.1.1.3

12-1VR4ZV9 12-1WIYSJ4

12-1VR2PWN 12-1VR2PRN

8.1.1.3 8.1.1.3

12-1WV14V4

12-1WVI3Q5

8.1.1.3

Consumer Sector
Handheld
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 121X0C0IZ on page 726.

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_AM T field 12-1TPUQPM 12-1TGOA74 8.1.1.3

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53 1

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack

Table 23.

Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack Fix Request ID 12-1X0C0IZ Change Request ID 12-1VMBL0Z Fixed in Version 8.1.1.3 Configuration Changes Yes, see Instructions for FR 12-1VMB721 and FR 121X0C0IZ on page 726

Issue Addressed Customers are not able to void faulty invoices and undo payments and delivery for the faulty invoices

Objectives
Error messages that occur during field validation do not display correctly 12-1WHFTJD 12-1WF6PQV 8.1.1.3

Sales Volume Planning


Category Aggregation Fields are not properly populated prior to aggregation Export functionality on CG SVP Catalog Category Product results in error-SBL-UIF-00146 121NQ7VRQ 12-1KGMH5V 8.1.1.3 Yes, see Instructions for FR 12-1NQ7VRO on page 725.

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 121XCMB0W 12-1VR4BZH 8.1.1.3 Yes, see Instructions for FR 12-1XCMB0W on page 725.

Customer Order Management


Configurator
Applying FR 12-1N7B0OP causes action codes to be incorrect With Asset-Based Ordering enabled, the BeginConfiguration Web service throws an error message when loading quotes from modified assets The LineItemICField user property does not work for nested products 12-1VNJ53G 12-1WYEK8I 12-1VM83AX 12-1VM6N4J 8.1.1.3 8.1.1.3

12-1XC4G9C

12-1VR66BT

8.1.1.3

532

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Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack

Table 23.

Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack Fix Request ID Change Request ID Fixed in Version Configuration Changes

Issue Addressed

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 EBusiness Suite for processing (ACR 508) Enhances the AIA Order-to-Cash PIP to provide the ability to change data on the Siebel Order screen and send the order to EBusiness Suite for processing (ACR 508) The default cardinalities of promotion components are not properly enforced for grandchild products Signal Conditions do not function appropriately Promotion Product Defect: Conditional Constraint does not resolve properly with Promotion Attribute Domain Filter With Promotions, a default attribute values cause an unresolvable error 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'. 12-1VG4IQP 12-1STC0L5 8.1.1.3 12-1UZ5YP2 12-1UW5F8T 8.1.1.3 Yes, see Instructions for ACR 508 on page 367.

12-1V2K3L1

12-1V0MXXD

8.1.1.3

Yes, see Instructions for ACR 508 on page 367.

12-1VLO03W 12-1VR1Q8I

12-1VDPX7V 12-1VNJ20P

8.1.1.3 8.1.1.3

12-1VR5DVQ

12-1VNJZD9

8.1.1.3

121VR4WHT

12-1VM6B55

8.1.1.3

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

53 3

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack

Table 23.

Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack Fix Request ID 12-1VR7NMF Change Request ID 12-1VNJ8NI Fixed in Version 8.1.1.3 Configuration Changes

Issue Addressed Batch Validate evalutes Attributes with Action Code = Delete, which results in a Batch Validate error message With promotions, there is an issue where the constraint and promotion defintions have contrasting constraints, and users receive an error message Bulk Orders: Addresses an issue where BatchValidate is not implementing a requires rule. The SBL-DAT-00500 error message occurs when the VORD CPVE Validation business service is invoked Verification of Product Promotions fails the max cardinality rules due to disconnected assets 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 Within Promotions, Precision/ Scale deficiencies occur in Component-Based Pricing

12-1WF6JAZ

12-1WF5ZQH

8.1.1.3

12-1X0SXWT

12-1VR43FP

8.1.1.3

12-1X5NSWF

12-1WXFOAB

8.1.1.3

12-1XT0Z2X

12-1XT180B

8.1.1.3

12-1YAH2Q9

12-1RYJL7R

8.1.1.3

12-1YCX6CX

12-1XRKKYV

8.1.1.3

Yes, see Instructions for FR 12-1YCX6CX on page 724.

Orders

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Table 23.

Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack Fix Request ID 12-1V7FE0H Change Request ID 12-1UWODHL Fixed in Version 8.1.1.3 Configuration Changes

Issue Addressed 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) 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 Within Bundled Promotions, defaults via a promotion's cardinality are not enforced for Class Product definitions 12-1X5NS4E 12-1X47HF9 8.1.1.3

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 Quality
Deduplication
In the Polish (PLK) v8.1.1 version of the application, an error occurs while running the SSA Name3 library (n3sgsb) 121VGM2UG 12-1UQ61Q1 8.1.1.3

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53 5

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack

Table 23.

Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack Fix Request ID 12-1VR7B29 Change Request ID 12-1TXBDIV Fixed in Version 8.1.1.3 Configuration Changes

Issue Addressed If the Deduplication popup applet is the first popup window for the current session, the browser hangs

Other
Using ISS with Siebel 8.0 results in the SBL-DAT-00381 error message 12-1U0CY1S 12-1STC0TH 8.1.1.3

Financial Services
Other
Within Claims > Loss Details, the Create Reserves button is disabled in the Coverages list applet Within Claims> Financials, the New button is disabled in the Payments list applet 12-1Y5LSOW 12-1Y5LSL2 8.1.1.3

121Y5W0HO

12-1Y5W0GX

8.1.1.3

General
Activities
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 121XZMHBG 12-1XZMHAN 8.1.1.3

Assignment Manager

536

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Table 23.

Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack Fix Request ID 12-1TWTYTF Change Request ID 12-1TWTYSQ Fixed in Version 8.1.1.3 Configuration Changes

Issue Addressed ACR 456: Formats of exported and imported files should be the same

Audit Trail
The Audit Trail button behaves inconsistently The Audit Trail does not work for the "FINS Claims Reserve Code Admin" Business Component Audit Trail About Record shows wrong or null data When Audit Trail is enabled for a Long or CLOB column in an extension table, the delete operation fails 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 12-1SPH0YN 12-1SWPT3X 12-1S5B2VD 12-1SD8XW1 8.1.1.3 8.1.1.3

12-1TK7QD5 121V7X3WH

12-1T6EFZV 12-1V41905

8.1.1.3 8.1.1.3

12-1VBRSC2

12-1VBRSBI

8.1.1.3

Calendar
The Send Email function is unavailable 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. Toggling applets on the LS Pharma HI Activity Calendar View causes a view refresh 12-1N1KL71 121UMN7BM 12-1K4ZTWH 12-1UMN79T 8.1.1.3 8.1.1.3

121N0KW3X

12-1CANJO7

8.1.1.3

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

53 7

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack

Table 23.

Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack Fix Request ID 12-1N1KBEQ 12-1N1KBVR Change Request ID 12-1IU58IV 12-1EA3KYL Fixed in Version 8.1.1.3 8.1.1.3 Configuration Changes

Issue Addressed Incorrect background colors on Currency/Calendar popup Changes made to Calendar dates are not reflected in Attendee Activities The Alarm Manager can be disabled by editing a text field For repeating appointments, when users click the Delete This Appointment button, all of the appointments are deleted When users click the New button in the Calendar applet in the Home Page view, an 'End of File' error is generated An appointment created by User A on User B's shared calendar also appears on User A's calendar Events that cross a day boundary are not shown on the second day When users change the start/ end time for an appointment on a Calendar Detail applet, the selected time is not saved correctly Adding employees on Calendar GanttChart AX Applet is ignored by screen navigation Users are allowed to set Type=NULL on existing appointments When users navigate to Site Map > Calendar view and click the New Contact Call or the New Account Call button, the application hangs

121N1KHWC 12-1N1KLLH

12-1GK2GR8 12-1K8JU30

8.1.1.3 8.1.1.3

12-1O9NHG3

12-1NJLF4A

8.1.1.3

121P5O1MW

12-1NJLF3J

8.1.1.3

12-1Q3MZVP

12-1OTU3FT

8.1.1.3

12-1QU6RIC

12-1QNF2NB

8.1.1.3

12-1TG5AM6

12-1LPLAB7

8.1.1.3

12-1TK63CO

12-1SF7VWH

8.1.1.3

12-1U5U0M0

12-1U5U0KT

8.1.1.3

538

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Table 23.

Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack Fix Request ID 12-1VJZVMV Change Request ID 12-1V418GZ Fixed in Version 8.1.1.3 Configuration Changes

Issue Addressed After users create a new call in ePharma version 8.1.1, the call detail fields are greyed out and uneditable Duplicate records are displayed on calendars in the Brasilia time zone Within the JPN application, the weekly calendar view is partially cut off Within the Portuguese-Brazilian version of the application, the week abbreviations display incorrectly in the calendar popup Incorrect abbreviation for Saturday in ESN calendar When users add new contacts or employees to the calendar, the application crashes

12-1VM67Y1

12-1THO6TP

8.1.1.3

121VR7CWB 12-1VR77QR

12-1VR5EY9

8.1.1.3

12-1VM5K6V

8.1.1.3

12-1VR77RQ 12-1YM4R1Q

12-1VR2PUZ 12-1YM4R0X

8.1.1.3 8.1.1.3

Content Management
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 CRM Desktop: The text in the "SBL-DOI-00007" error message is not clear 12-1Y27VNT 12-1Y27VMJ 8.1.1.3

12-1Y28BQJ

12-1XHWPV2

8.1.1.3

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53 9

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack

Table 23.

Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack Fix Request ID 121VNKOWM Change Request ID 12-1VNKOUR Fixed in Version 8.1.1.3 Configuration Changes

Issue Addressed The Import button does not work on CRM Desktop Admin Views

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 Siebel Web Client Patchset 8.1.1.1 PTG language is not applied correctly over 8.1.1 SIA 12-1WR7UFE 12-1WR7UEP 8.1.1.3

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 COMCreateObject causes error when object instance set to null in eScript with Deduce Types set to True After 8.0.0.5 QF05AB has been applied, a scripting error occurs when calling a method on a business component Comparing disparate data types such as a string to an integer in eScript using the >, <, >=, <=, == logical operators causes the script to exit. Scripts in the WriteRecord event of attachment business components show inconsistent error message behavior 12-1SCRGIB 12-1QV5W97 8.1.1.3

12-1TJM70N

12-1T12HLZ

8.1.1.3

12-1U5UH1R

12-1U5RO9P

8.1.1.3

12-1UGZRFB

12-1U0CP53

8.1.1.3

121UW5AWW

12-1U5VHQV

8.1.1.3

540

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Table 23.

Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack Fix Request ID 12-1V0ND11 Change Request ID 12-1UZMXMX Fixed in Version 8.1.1.3 Configuration Changes

Issue Addressed 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 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 DisableSearch functionality allows searching on fields With 8.1.1.1, calling methods in objects scripted in Siebel Visual Basic fails with a runtime error Dynamic drilldowns do not work when the value of the drilldown field is changed The Object Manager crashes when users generate reports using Actuate Business services are not found if they are first called in server script, and then called in browser script The eScript GetMonth method displays the wrong value on months with 30 days or more The ToggleTo SWE method causes applet runtime error The traditional eScript engine has a runtime error when calling business service methods from application object events such as Application_Start

12-1VCQU0V

12-1V418N3

8.1.1.3

12-1VEOXTT 121VH3RGW 12-1VMCEOI

12-1UI8TH3 12-1VH3RGB

8.1.1.3 8.1.1.3

12-1VMCENX

8.1.1.3

12-1VR2MU3

12-1DK2UO8

8.1.1.3

12-1VR3RGV

12-1VM7TM9

8.1.1.3

12-1VR6F3U

12-1VR5H23

8.1.1.3

121WQVBBB 121WRMDVP

12-1WLTLED 12-1WF6PMP

8.1.1.3 8.1.1.3

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

54 1

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack

Table 23.

Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack Fix Request ID 121WU1SDA Change Request ID 12-FH9TL9 Fixed in Version 8.1.1.3 Configuration Changes

Issue Addressed Scripts that placed in the general declaration sections of business services only fire once instead of running once for each iteration RaiseErrorText does not pass back Error Code or Error Message to workflow processes or log files The script in the Application_Start event is not firing The Data Transformation Engine does not handle error messages for invalid dates

12-1X1AZTH

12-1WV0HS3

8.1.1.3

12-1Y27TNJ

12-1XC7L1L

8.1.1.3

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 Hiding an applet with Personalization causes a corrupt user interface 12-1RV70SJ 12-1JJTA87 8.1.1.3

12-1VMAFZA

12-1VMAFY3

8.1.1.3

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 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 Allows resizing of the Outlook Add-in Window 121VM9ZON 12-1V9UFL1 8.1.1.3

12-1SPYM2L

12-1S8Q8A5

8.1.1.3

12-1UI8PUU

12-1S0YE6N

8.1.1.3

542

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Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack

Table 23.

Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack Fix Request ID 12-1VM60QY Change Request ID 12-1VM60PT Fixed in Version 8.1.1.3 Configuration Changes

Issue Addressed Removes the "ForceAttendeeLowerCase" parameter from the SSSE product After 8.0.0.5 QF0581 has been installed, user-level extract start date functionality does not work Only the first contact invited to a meeting is synchronized Appointments that start before and end after a Daylight Savings Time transition are not synchronized appropriately 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

12-1VM8LG0

12-1VH3ELT

8.1.1.3

12-1VR7GA3 12-1WLU29Y

12-1VR6AAV 12-1SG6WNZ

8.1.1.3 8.1.1.3 Yes, see Instructions for FR 12-1WLU29Y on page 724.

12-1X8ID8R

12-1VNK3XP

8.1.1.3

Remote
File System cleanup deletes files that are referenced After QF05AB has been applied, when the application is restarted, TxnProc starts reprocessing previously routed transactions The solution to CR# 121U0AX75 caused the following issue: when txnproc is restarted it can display the txnproc status as Rescan: Operations: <num-ofopers>" instead of "Copy: Operations: <num-of-opers>(the txnproc status value before fix), in certain cases The ScanAPI.dll fails to load error messages on the Motorola SYMBOL scanner 12-1UQ47CQ 121URKHHM 12-1UJQWRB 12-1U0AX75 8.1.1.3 8.1.1.3

121VNK25W

12-1VNIMYR

8.1.1.3

12-1WFVVYB

12-1VR6T39

8.1.1.3

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

54 3

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack

Table 23.

Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack Fix Request ID 12-1WLUUYX Change Request ID 12-1U5R7RT Fixed in Version 8.1.1.3 Configuration Changes

Issue Addressed After Siebel 8 Web Client has been installed on an XP machine, the machine hangs for five minutes Transaction Processor becomes slow when it processes large set-based transactions logged by EIM

121WYEWYD

12-1T2IN2L

8.1.1.3

Reports Server
Users are not able to add a sequence number to the Reports applet in View Association Adds default output type to User Preferences > Report Parameters When users run a report, the Applet Search specification is not applied Not possible to run multiple language reports on a single object manager The Search Specification field is read-only for the Primary IO in the Report Template Integration Objects view It is not possible to run a BI Publisher report for a current highlighted record or records Reports are not visible by position in "My Reports" and Reports cannot be shared Users are unable to upload a updated report template if the template already exists on the BIP Server 12-1QCSJZ4 12-1QCSJXR 8.1.1.3

12-1QG70TR

12-1QG70RX

8.1.1.3

121RDWNBK 12-1SD8MFS

12-1Q16OWB

8.1.1.3

12-1IERLJL

8.1.1.3

12-1SG6W3F

12-1PVLXKZ

8.1.1.3

Yes, see Instructions for FR 12-1SG6W3F on page 724.

12-1SJN8HF

12-1QG70K8

8.1.1.3

12-1SZ541H

12-1PBVOVN

8.1.1.3

12-1TK644R

12-1TCP66H

8.1.1.3

544

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack

Table 23.

Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack Fix Request ID 12-1UG999N Change Request ID 12-1UAZJSL Fixed in Version 8.1.1.3 Configuration Changes

Issue Addressed With parameterized reports, when users do not select a report output type in the Parameter applet, they receive an error message Users cannot schedule both Actuate and BI Publisher reports When users schedule a report to run once, it fails if the month is set to 10, 11, or 12 Integration Object Name does not validate with LOV values 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) 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) The 'BIP Report Wait Time' parameter has no effect Modifies the Report Output applet to allow users to query on output type Allows uers to run multiple language reports on a single Object Manager for XMLP reports When more than one report is executed in the same session, only the first report is displayed

12-1UIBFZN 12-1VE7GVE

12-1UIBFXT 12-1VE7DPF

8.1.1.3 8.1.1.3

12-1VLO3PN 12-1VMA29T

12-1V7X8ZB 12-1UH87LR

8.1.1.3 8.1.1.3

121VMA2BM

12-1VKHEG7

8.1.1.3

121VMAKQX 12-1VNIO88

12-1QHN64C 12-1VNIO6N

8.1.1.3 8.1.1.3

121VWTRVD

12-1VWTRU1

8.1.1.3

121WCP9GB

12-1VR5SGX

8.1.1.3

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

54 5

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack

Table 23.

Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack Fix Request ID 121WHOAH7 12-1WUJ0OL Change Request ID 12-1QD9UWH Fixed in Version 8.1.1.3 Configuration Changes

Issue Addressed Enables query and delete on additional fields in the Purge Reports view BI Publisher views are not displayed based on the Siebel user language defaults or Object Manager language/location It is not possible to perform date calculations in BIP templates unless the date fields are in canonical format It is not possible to schedule reports after the Siebel Reports Adapter has been applied Corrects instances of BIP to BI Publisher throughout the interface The XMLP Report Schedule Applet is missing German string values Actuate Report scheduling fails When the BIP Report Wait Time threshold is exceeded, the popup window that displays is not in focus 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 For non-reporting deployments, sets the system preference ReportEngineType system preference to ACTUATE Report Administration screen names display incorrectly

12-1WQ5P93

8.1.1.3

121WV0HA1

12-1WV0H8I

8.1.1.3

12-1X0BJ1E

12-1X0BIZX

8.1.1.3

12-1X1AJME

12-1P90KAL

8.1.1.3

12-1X1AJS9

12-1VNJS6Z

8.1.1.3

12-1X1ADBJ 12-1XANNSX

12-1WTJXQV 12-1X3RF25

8.1.1.3 8.1.1.3

12-1XIE4NT

12-1X29VEW

8.1.1.3

Yes, see Instructions for FR 12-1XIE4NT on page 723.

12-1XOOCIT

12-1XM9LA9

8.1.1.3

12-1XWFG3I

12-1XWFG1Z

8.1.1.3

546

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack

Table 23.

Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack Fix Request ID 12-1YN3MMI Change Request ID 12-1YN3MLR Fixed in Version 8.1.1.3 Configuration Changes

Issue Addressed Within Administration - BI Publisher, when users click the Generate Sample XML button, an error message appears

Search
Fields of type DTYPE_PHONE are not searchable Incremental Index jobs crash while creating feed files The Administration - Search screen is not accessible 12-1SPY7BZ 12-1XFIDCF 12-1Y90LL6 12-1S9QMMD 12-1XFIDB5 12-1Y90LJM 8.1.1.3 8.1.1.3 8.1.1.3 Yes, see Instructions for FR 12-1Y90LL6 on page 723.

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 The 'list stats' and 'list stats for comp SCCObjMgr_enu' srvrmgr commands produce an invalid value-INF-for the CPUTime statistic Business service instances may not be deleted from memory whether the cache flag is set to True (checked) or False (unchecked) 12-1O9NH16 12-SNUGZT 8.1.1.3

12-1RHA25T

12-1QXJF75

8.1.1.3

12-1RZIYCN

12-1QZYA5Z

8.1.1.3

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

54 7

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack

Table 23.

Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack Fix Request ID 12-1TH3VV7 Change Request ID 12-1MANTCD Fixed in Version 8.1.1.3 Configuration Changes

Issue Addressed Object Mananger exits with an error message when users cancel the send email or fax functions The SiebelAdmin RoleName parameter cannot be changed using the Server Manager command line command Siebel Object Managers fail when querying on sessions using the Server Manager UI Server Manager List Tasks command performs slowly

12-1U08CUZ

12-1U08DIB

8.1.1.3

12-1VNJ4VA

12-1VMCEHT

8.1.1.3

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 ACR 574: Error message 'SBLSMA-00153' is not translated into German Within Admin - Catalog, when users select the KB category and click the Smart Answer Synchronize button, they receive an error message After users click the Next button on the last page of a script, and then click the Finish/Finish Later button, the application crashes 12-1WB70Y1 12-1VR347X 8.1.1.3

121WMU59B 12-1XFZXT4

12-1VR3957

8.1.1.3

12-1XFZXSB

8.1.1.3

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

548

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack

Table 23.

Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack Fix Request ID Change Request ID Fixed in Version Configuration Changes

Issue Addressed

System Operation & Diagnostics


A Siebel Gateway memory leak occurs with the DataDirect ODBC driver on the AIX platform Stress-testing Web services on Unix causes communications failures The delete confirmation dialog box prompt displays incorrectly When the system tries to write log files or FDRs larger than 2GB to the Linux filesystem, a crash occurs 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 12-1UI8B4J 12-1U5V32T 8.1.1.3

12-1UK0UG9

12-1TVDWRD

8.1.1.3

12-1VM9XBG 12-1VR55QL

12-1VM9XAP 12-1VM6N8P

8.1.1.3 8.1.1.3

121WWY5NH

12-1WF6PLV

8.1.1.3

Task UI
Validation of a Transient Business Component does not function correctly 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 After QF4703 has been applied, the Siebel client may hang indefinitely when an invalid account type is entered in a TBUI task 12-1QFPEOP 12-1PPACL7 8.1.1.3

121VR5WGT

12-1U5VI79

8.1.1.3

12-1X3PA99

12-1WTJXVV

8.1.1.3

Tools/Configuration

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

54 9

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack

Table 23.

Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack Fix Request ID 12-1QR9AYR Change Request ID 12-1PLG9OF Fixed in Version 8.1.1.3 Configuration Changes

Issue Addressed 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 Querying against the "Client Mobile" business component fails The BACKSPACE key does not work in the Association applet Attempting to pick a database column for a business component field in 8.0.0.7 causes an SQL error External business component joins cause Object Manager errors Object Manager crashes when trying to run the ValidateBuscompCalcExprs method

121OEM3OM 12-1R1VXR7 12-1TK6TMD

12-1NSKPIL

8.1.1.3

12-1Q71PG5 12-1TK5I7B

8.1.1.3 8.1.1.3 Yes, see Instructions for FR 12-1TK6TMD on page 723.

12-1U5TVBL

12-1GXKO5H

8.1.1.3

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

Web Framework
The ShowPopup method cannot be invoked by a keyboard accelerator 121VM6NOB 12-1VH3RNJ 8.1.1.3

Workflow
Workflow Simulator crashes at the LoadInstance (RCOIS BS) step Names with spaces get lost when concurrent tasks are run on the same MT Server 12-1RKM7V7 12-1ISLMDM 8.1.1.3

12-1SFPEXO

12-1IBWHCH

8.1.1.3

550

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack

Table 23.

Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack Fix Request ID 12-1VM96AX Change Request ID 12-1VCQVAZ Fixed in Version 8.1.1.3 Configuration Changes

Issue Addressed 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 Workflow process on the SetFieldValue event are not working correctly 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 After QF0119 has been applied, some steps in workflow processes display errors about steps without providing detailed information about what the error is After QF0119 has been installed, custom error messages do not display for Stop steps in workflow processes When a workflow is revised and then deployed and activated using the Publish/Activate button, Workflow Process Manager does not recognize the revised version. Runtime error messages contain insufficient information

12-1VMA5PJ

12-1VEOU89

8.1.1.3

121VR3C6W

12-1UI7QYZ

8.1.1.3

121WHMZ4P

12-1WA5CGZ

8.1.1.3

121WHMZ5N

12-1WF6G1R

8.1.1.3

12-1WVIPO5

12-1VR789D

8.1.1.3

12-1X8QYGX

12-1X65TKV

8.1.1.3

iHelp
Other
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 722.

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

55 1

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack

Table 23.

Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack Fix Request ID Change Request ID Fixed in Version Configuration Changes

Issue Addressed

Life Sciences
Activity
Samples do not display when using the Inventory field, the Lot # Tracking field, and the Inventory by Lot field Created activities do not appear in the calendar 121WWY5P4 12-1VR4BT3 8.1.1.3 Yes, see Instructions for FR 12-1WWY5P4 on page 720.

121WXFSD8

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 373.

Clinical Manager
Applying an Activity Template across multiple sites does not work properly ACR 539: When the "LS Clinical -ApplyTemplates Process" workflow is run through Workflow Process Manager, an exception occurs ACR 539: Visit Sequence does not get copied over from the Subject visit template 12-1VR3QRB 12-1VM8H57 8.1.1.3

12-1VUZHHE

12-1VR6AOT

8.1.1.3

12-1X1S0P0

12-1OOD149

8.1.1.3

Yes, see Instructions for ACR 539 on page 373.

Clinical Profiles
ACR 539: When the ApplyTemplate workflow is triggered through the UI, refresh does not occur ACR 539: Search Center should accept incoming ICDs from Order to Cash and default only when the date is unavailable 121WB70O1 12-1VR73HT 8.1.1.3 Yes, see Instructions for ACR 539 on page 373. Yes, see Instructions for ACR 539 on page 373.

12-1X1S02N

12-1X0BGMO

8.1.1.3

552

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack

Table 23.

Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack Fix Request ID 12-1X4OYJB Change Request ID 12-1WF73ZD Fixed in Version 8.1.1.3 Configuration Changes Yes, see Instructions for ACR 539 on page 373. Yes, see Instructions for ACR 539 on page 373.

Issue Addressed ACR 539: The Primary Site Address pick applet field accepts arbitrary values 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) The SWI LS Clinical Subject Inbound - Subject" workflow does not work when the <clin:InformedConsentSignedD ate></ clin:InformedConsentSignedDat e> tag does not exist in the WSDL ACR 539: Incoming NULL ICDs from Oracle Clinical update valid existing ICDs for subjects in Siebel Clinical ACR 539: The status of subjects still displays as Screened after the enrollment date has been entered

121WB70MX

12-1TK4DJP

8.1.1.3

12-1Y6LNZN

12-1Y54O9K

8.1.1.3

Yes, see Instructions for ACR 539 on page 373.

12-1Y6LO7Y

12-1Y54O8F

8.1.1.3

Yes, see Instructions for ACR 539 on page 373. Yes, see Instructions for ACR 539 on page 373.

12-1Y8IUF9

12-1Y8IUEI

8.1.1.3

eMedEd
Adds electronic medical device reporting to the AECM module (ACR 426). ACR 426: After ACR 426 has been installed and configured, the Transmit button is disabled 12-1X0TENB 12-1OJC7XR 8.1.1.3 Yes, see Instructions for ACR 426 on page 72. Yes, see Instructions for ACR 426 on page 72.

12-1Y3OEAS

12-1Y36V4H

8.1.1.3

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

55 3

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack

Table 23.

Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack Fix Request ID Change Request ID Fixed in Version Configuration Changes

Issue Addressed

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 72.

Other
ACR 426: The flag for Transmitted-Rejected does not display ACR 426: The Reg Report view displays eMDR status for an RR that is not in the eMDR queue yet 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 ACR 426: Phone numbers of manufacturers or distributors do not display in accordance with the XML path given ACR 426: Manufacturer telephone numbers are not displayed in the (xxx) xxx-xxxx format ACR 426: The FDA Status field is not being updated correctly 12-1S987UE 12-1R8LVJT 8.1.1.3 Yes, see Instructions for ACR 426 on page 72. Yes, see Instructions for ACR 426 on page 72. Yes, see Instructions for ACR 426 on page 72.

121U5D3W7

12-1S99GKY

8.1.1.3

12-1U5D3ZB

12-1SFOTGX

8.1.1.3

12-1U5D45C

12-1TBJW6J

8.1.1.3

Yes, see Instructions for ACR 426 on page 72. Yes, see Instructions for ACR 426 on page 72. Yes, see Instructions for ACR 426 on page 72. Yes, see Instructions for ACR 426 on page 72.

12-1VNIPV7

12-1VKYUHX

8.1.1.3

12-1VNIQ18

12-1U5TKPH

8.1.1.3

ACR 426: Manufacturer telephone numbers entered into the screen are not displayed in the XML

12-1VNIQ4C

12-1U5U51Y

8.1.1.3

554

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack

Table 23.

Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack Fix Request ID 12-1VNJ2JW Change Request ID 12-1R8M1X4 Fixed in Version 8.1.1.3 Configuration Changes Yes, see Instructions for ACR 426 on page 72.

Issue Addressed ACR 426: It is not possible to trace the path for the fields in XML 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 ACR 426: The eMDR LOV is missing and there is a typo within Accepted; LOV Type = LS_MED_RR_TRANS_SUB_STAT US 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 ACR 426: Provides batch files for importing .sif files and seed data for ACR 426 and for ACR 372 as well ACR 426: When a record is selected in the Siebel application and the FDA sends an acknowledgement, the Transmission status is not updated ACR 426: The F13 value is not populated in the XML

12-1XOOAJ7

12-1XOO8RJ

8.1.1.3

12-1XF0LCT

12-1R6NTLT

8.1.1.3

Yes, see Instructions for ACR 426 on page 72. Yes, see Instructions for ACR 426 on page 72. Yes, see Instructions for ACR 426 on page 72. Yes, see Instructions for ACR 426 on page 72.

12-1XF0LJ2

12-1R9TWH2

8.1.1.3

12-1XF0LD4

12-1R6NTMI

8.1.1.3

12-1XF0LE3

12-1R6NTPL

8.1.1.3

12-1XF0LG3

12-1R8LVMN

8.1.1.3

Yes, see Instructions for ACR 426 on page 72. Yes, see Instructions for ACR 426 on page 72.

ACR426: The B1 Code for the AE Drug event type is not displayed in XML

12-1XF0LH2

12-1R8LVO2

8.1.1.3

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

55 5

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack

Table 23.

Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack Fix Request ID 12-1XF0LL7 Change Request ID 12-1S0YLCP Fixed in Version 8.1.1.3 Configuration Changes Yes, see Instructions for ACR 426 on page 72.

Issue Addressed 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 ACR426: If multiple Concomitant Product codes are selected, the corresponding values are not displayed Site Management: Users receive an error message when selecting an account to create a new site Assigning/Autodelete functionality for Team members does not work as expected 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

12-1XF0LN5

12-1S0YLFX

8.1.1.3

Yes, see Instructions for ACR 426 on page 72.

12-1XONPTL

12-1XIE5IH

8.1.1.3

12-1YDETC0

12-1XYC96B

8.1.1.3

Yes, see Instructions for FR 12-1YDETC0 on page 717.

12-1YJ865O

12-1YIQ3XG

8.1.1.3

Pharma Handheld for Windows


The Busy icon is sometimes not cleared even though the application is ready for the next steps 121WXFSAM 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 717.

Regulatory Reports

556

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack

Table 23.

Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack Fix Request ID 12-1U5D3P7 Change Request ID 12-1U0ASU4 Fixed in Version 8.1.1.3 Configuration Changes Yes, see Instructions for ACR 426 on page 72.

Issue Addressed Adds electronic medical device reporting to the AECM module (ACR 426)

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

Loyalty
Loyalty 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 Enrollment Web services fail when the number of concurrent users is above 30 Accrual Template Validation on using Workflow/EAI Adapter The Loyalty Batch Engine task exits with Error ORA-01000: maximum open cursors exceeded Custom Attributes are not recalculated correctly There is no user property to control point expiry based on transaction date instead of the processing date 12-1VM86N5 12-1VM72OT 8.1.1.3

12-1VMA8YH

12-1VE7EH7

8.1.1.3

12-1WAYNKL 12-1WF753R

12-1VMAEXZ 12-1VROIM3

8.1.1.3 8.1.1.3

121WLU9WG 12-1WVIKCQ

12-1WF6P3J 12-1WVIKB5

8.1.1.3 8.1.1.3 Yes, see Instructions for FR 12-1WVIKCQ on page 716.

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55 7

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack

Table 23.

Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack Fix Request ID 12-1X65TII Change Request ID 12-1WXX8FJ Fixed in Version 8.1.1.3 Configuration Changes

Issue Addressed The Redemption Services Get Quote method crashes

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

Marketing
Campaigns
Stage Execution fails with the error that the record has been modified by another user List Import of the Prospect object on Siebel 8.1.1 exhibits a memory leak on the Workflow Process Manager component Deleted segments and segment trees are still being used in allocations Wave Numbers are not assigned to Control Group records 12-1SX7SLV 12-1STTN3F 8.1.1.3

12-1VM5JXR

12-1VCQAE7

8.1.1.3

12-1VM7HXI

12-1VM7HW1

8.1.1.3

121WUJ5W5

12-1VMC9ID

8.1.1.3

Yes, see Instructions for FR 12-1WUJ5W5 on page 716.

Campaign launch fails

12-1XSJLCF

12-1XSJLAV

8.1.1.3

Email and Web Marketing


Database cursors left open after launching email campaigns can result in "ORA-1000" errors The Test Email feature does not use the delivery profile of the email treatment Saving the HTML template for an email treatment incorrectly modifies links that include the <style> attribute 12-1OK5WI5 12-1MM7CTD 8.1.1.3

12-1VOEV3S

12-1VNJHQ0

8.1.1.3

12-1WF61M1

12-1W4M5S2

8.1.1.3

558

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Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack

Table 23.

Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack Fix Request ID 12-1WVI96L Change Request ID 12-1W4M5R5 Fixed in Version 8.1.1.3 Configuration Changes

Issue Addressed Saving the HTML template for an email treatment incorrectly modifies links that include target information

Marketing Server
Campaign load rejects some rows as errors if same contact is targeted with more than one treatment Repeating list import jobs try to repeat with the same start date as previous job List Import Exception Files do not provide business-userfriendly error messages Allocation of internal lists across multiple treatments in a single row yields the wrong results Users are unable to create a lead with a prospect using the default Siebel 8.1 LeadService :CreateLead Web Token numbers are not generated correctly when Allow Repeated Contacts Within Load is checked List Import does not allow you to select an existing mapping 121SSCMNU 12-1RVO17F 8.1.1.3

12-1UZ5H5D

12-1UU5KV9

8.1.1.3

12-1V6XLVX

12-1UJQNRZ

8.1.1.3

12-1VHLD6X

12-1V7WVM7

8.1.1.3

12-1VR2F30

12-1VH3RCZ

8.1.1.3

12-1VR3DQV

12-1VMBTV1

8.1.1.3

12-1XPMR57

12-1XCM9RR

8.1.1.3

Other
A lead is still associated to a prospect after the prospect is promoted The Lead Import process hangs when there are exceptions in the import file 12-1VM6EMK 12-1VM6ELV 8.1.1.3

12-1WYVV8E

12-1WYVV7P

8.1.1.3

Mobile Solutions
Handheld for Windows

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Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack

Table 23.

Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack Fix Request ID 12-1Q0MF5H Change Request ID 12-1PPAE9M Fixed in Version 8.1.1.3 Configuration Changes

Issue Addressed Handheld PatchAgent fails when UserDefinedLang=Y and the userstr.txt file exists on the PDA device 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. Handheld, Store-and-Forward messages on the PDA appear only in ENU, regardless of the the Siebel language on the PDA Handheld: When an activity is created using the calendar, the PreDefault value for the Type field is ignored Within Handheld tree applets, occasionally the context gets lost 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 Handheld with VGA-style resolutions: Users cannot select the time in the Calendar popup window Handheld daily calendar: when users change the month or the year in Date popup window, an exception occurs

12-1RAJ8KY

12-1NG9XVD

8.1.1.3

12-1VM5JWF

12-1VBATI1

8.1.1.3

12-1VNJY2K

12-1VNJY1R

8.1.1.3

12-1VR5Q6M

12-1VMBHFJ

8.1.1.3

12-1WVI1ZR

12-1WQNSKV

8.1.1.3

12-1WXFSBX

12-1VNJH0Z

8.1.1.3

12-1WXFSEJ

12-1WCP7ZT

8.1.1.3

560

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Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack

Table 23.

Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack Fix Request ID 12-1X46WK5 Change Request ID 12-1X1S03V Fixed in Version 8.1.1.3 Configuration Changes

Issue Addressed With Windows Mobile 6.1.4, the Setting Filters drop-down list does not open during synchronization Tree Applet Recursive functionality does not work Parent applets are not being refreshed 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

12-1XC6WS4 12-1XRK5TV 12-1XS220M

12-1U5VI4H 12-1XRK5SR 12-1XS21ZV

8.1.1.3 8.1.1.3 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 When QF0682 has been applied, when the Handheld Object Manager is unavailable, SMQ messages are lost 12-1VMBFQI 12-1U5TD5N 8.1.1.3

12-1VR24OB

12-1TK9JRL

8.1.1.3

Partner Relationship Management


Partner Manager
After users register a partner, no records display in the Qualified Partners view 12-1X668T1 12-1WF6FQC 8.1.1.3

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Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack

Table 23.

Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack Fix Request ID Change Request ID Fixed in Version Configuration Changes

Issue Addressed

Public Sector
Other
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 401.

Sales
Forecasting
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 Supports the Spreadsheet view under the Summary tab In the Forecast Series Organization view, if participants are not added, the functionality does not work After QF0215 or QF0173 has been applied, forecast generation takes longer than expected 12-1S0YV7A 12-1RXL8ET 8.1.1.3

12-1S6AJ9P 12-1XCLVSZ

12-1M5CV1E 12-1X3PRS9

8.1.1.3 8.1.1.3

12-1XRKN34

12-1XRKN1L

8.1.1.3

Opportunities

562

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Table 23.

Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack Fix Request ID 12-1XIVK5N Change Request ID 12-1JD9K31 Fixed in Version 8.1.1.3 Configuration Changes

Issue Addressed Numeric and picklist fields temporarily blank out after Siebel 7.7.2.8 has been applied

Service
Contracts
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 Within the eSales application > OSES > the Results per Page preference does not work when it is set as 15, 20, or 25 The hour unit does not work for any start time for the GetElapsed method 12-1VR5LU1 12-1VMAF2Z 8.1.1.3

12-1VR7KJC

12-1HWWAY4

8.1.1.3

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 The Book Appointment Process is terminated 12-1U5RX6U 12-1REV4NL 8.1.1.3

12-1VR7Q81

12-1V418SN

8.1.1.3

Siebel Email Response


General

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Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack

Table 23.

Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack Fix Request ID 12-1S1XENY Change Request ID 12-1JGY6HC Fixed in Version 8.1.1.3 Configuration Changes

Issue Addressed 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 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 The Communication Detail Response view is read-only

12-1UIB3AO

12-1U0COUJ

8.1.1.3

12-1XF0MTB

12-1X6681L

8.1.1.3

Siebel Self Service eCommon


Miscellaneous
Users cannot configure a CP in a promotion 12-1Y55X9A 12-1Y55X7M 8.1.1.3

User Interface
Controls
Form Redirect uses POST as the default and not GET 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 The Siebel PRINT function executes Javascript or other code that is part of the data being printed 12-1QKI632 121QMFHYW 12-1O2IS17 12-1DNMXIW 8.1.1.3 8.1.1.3

12-1VABVRY

12-1UZO2A9

8.1.1.3

564

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Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack

Table 23.

Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack Fix Request ID 12-1WYEFRX Change Request ID 12-5PSXQ8 Fixed in Version 8.1.1.3 Configuration Changes

Issue Addressed Provides an option to either suppress or display the leading zero on telephone numbers With Internet Explorer 8, the application hangs if a popup window or MVG is invoked multiple times The Site Map and controls in the toolbars are not visible Spell Check does not work

12-1XANXNP

12-1X1AZAL

8.1.1.3

121XQLNOO 12-1YAH2YE

12-1XQLNN9 12-1XZBT2P

8.1.1.3 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 Declaring a regional phone number format does not work in Siebel 8.0.0.5 Error messages in SI mode are written into the Siebel toolbar When users press CTRL+N, a new record is added, but the focus remains on the last field selected in the previous record 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 In version 8.1, users have to click the Query button twice to enter query mode 12-1N1L2OD 12-1LC1A2Z 8.1.1.3

121S7PQSW 12-1UAGKY7 12-1VR2MJO

12-1RAJ08L

8.1.1.3

12-1U5SY53 12-1VM6N0D

8.1.1.3 8.1.1.3

121VR5WEW

12-QND3G8

8.1.1.3

Yes, see Instructions for FR 121VR5WEW on page 716.

121WEE4BO

12-1VR5ZGB

8.1.1.3

Other

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Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack

Table 23.

Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack Fix Request ID 12-1QL06QH Change Request ID 12-1IHL5T5 Fixed in Version 8.1.1.3 Configuration Changes

Issue Addressed The GetCalendarData method is missing a WHERE clause, so SQL retrieves all of the activities in the Activity HI Calendar applet Random hangs and crashes occur when new sessions are started

121WLUYOC

12-1PVZS4R

8.1.1.3

Popups/Pick Lists/ MVG/Shuttle


Using pick applets causes Internet Explorer 7 and Vista to crash When selecting two entries in a shuttle applet, nothing shows up in the detail applet until the record is saved 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 Removing a required entry in an MVG query applet causes crash 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 The Back button inside an error message popup in SI mode is disabled 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 12-1RXL8O6 12-1REVDKP 8.1.1.3

12-1SCRGLU

12-1P81NOT

8.1.1.3

12-1SGSZN3

12-1RSS41H

8.1.1.3

12-1U5VCA3 12-1US5U9H

12-1U4NF3F 12-1SPYNHD

8.1.1.3 8.1.1.3

12-1VUZHE0

12-1PT60C3

8.1.1.3

121WAJZZW

12-1V0593H

8.1.1.3

566

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Table 23.

Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack Fix Request ID 121WLUVWX 121WRMXID Change Request ID 12-1W7XG07 Fixed in Version 8.1.1.3 Configuration Changes

Issue Addressed Custom drilldowns do not work on Universal Inbox Item List Applet With Internet Explorer 7 and Internet Explorer 8, querying in list applets on picklist fields causes queries to fail CTRL+SHIFT+3 (Record Count) hangs upon display When users click the Calculator icon, they receive the following error message: "Error: Object doesn't support this property or method." Keyboard accelerator does not work in standard interactivity mode

12-1WQ5PN9

8.1.1.3

12-1WVI24O 12-1X13K22

12-1VR4BF7 12-1VR78HP

8.1.1.3 8.1.1.3

12-1VM6N6S

12-1VM6N67

8.1.1.3

Web Service
Other
The EAI UI Data Adapter service search specifications <> and < operators do not work and generate an XML parsing error If a call to WS WC_Opportunity_BS fails, subsequent calls to other ports at the same session fail The SoapOperation %1 does not have either an input or output SoapBody child.WSDL with input header The Type field is not mapped correctly in in the Product Integration data map Rule Ids that are unique identifiers for compatibilty records are not mapped in the SWI Promotion data map 12-1SSCIPY 12-1RAJ0I1 8.1.1.3

12-1SX7TJO

12-1SJ54EF

8.1.1.3

12-1U5SP9R

12-1TYAWKZ

8.1.1.3

12-1XS25LG

12-1XHF6N5

8.1.1.3

12-1XS25UX

12-1V32N5L

8.1.1.3

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56 7

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.2 Fix Pack

Table 23.

Resolved Change Requests in the Siebel 8.1.1.3 Fix Pack Fix Request ID 12-1XS25VI Change Request ID 12-1UGQO8Z Fixed in Version 8.1.1.3 Configuration Changes

Issue Addressed The List Price field is not being updated in the Siebel UI because it is not mapped in the Product data map The IO SWI Promotion Internal to External data map is incorrect The Pricing Commit Type and Dynamic Discount Method data maps are not correct

12-1XS25VT 12-1YM4QNJ

12-1VM8W85 12-1XWWFPF

8.1.1.3 8.1.1.3

Resolved Change Requests in the Siebel 8.1.1.2 Fix Pack


This topic is part of Resolved Change Requests on page 477. Table 24 lists the Change Requests that were resolved in the 8.1.1.2 Fix Pack.

Table 24.

Resolved Change Requests in the 8.1.1.2 Fix Pack Fix Request ID Change Request ID Fixed in Version Configuration Changes

Issue Addressed

Call Center
CTI
In Siebel 8.1.1, when users query in a case-insensitive column, BI Publisher report data does not appear The CCA Driver Transfer command is disabled The CTI toolbar hangs When the CTI Toolbar is enabled, sending SWE commands to Internet Explorer causes Internet Explorer to hang 12-1U5RK5A 12-1TK4CEL 8.1.1.2

12-1U5V6K0 12-1P90BO1 12-1RC0739

12-1U0B3EH 12-1OUTTE9 12-1QQ9XCT

8.1.1.2 8.1.1.2 8.1.1.2

568

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Table 24.

Resolved Change Requests in the 8.1.1.2 Fix Pack Fix Request ID 12-1TUEN5V Change Request ID 12-1ADDD6B Fixed in Version 8.1.1.2 Configuration Changes

Issue Addressed 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

Other
Assignment Manager does not assign incidents Assignment Manager sets the Service Request Assigned Date (ASGN_DT) incorrectly Drilling down on a Service Request within search results generates an error message F9 Send Email with MS Outlook Integration Siebel activity created but instantly deleted Object Manager crashes when indexing 1,000,000 employee records 12-1U0A7S1 12-1UXNSIN 12-1T12HUL 12-1THO6BX 8.1.1.2 8.1.1.2

12-1RXY84H

12-1P56A4F

8.1.1.2

12-1TDOU48

12-1SUB033

8.1.1.2

12-1UX5JI7

12-1UH87BR

8.1.1.2

Comm Media Energy


Order Management
Accepting product recommendations adds the wrong product to quotes or orders. ACR 471: Users cannot disable the Promotion Automatch feature 12-1TK8BL1 12-1TB8YRV 8.1.1.2 Yes, see Instructions for FR 12-1TK8BL1 on page 732.

12-1TK3LQM

12-1THNL1J

8.1.1.2

Connectors/EAI
EAI 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 732.

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Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.2 Fix Pack

Table 24.

Resolved Change Requests in the 8.1.1.2 Fix Pack Fix Request ID 12-1SN1XBS Change Request ID 12-1S7SIFT Fixed in Version 8.1.1.2 Configuration Changes

Issue Addressed 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. 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. Empty XML elements are not stripped from outbound messages Intermittent login issues occur while connecting to EAI object manager Poor performance occurs when XML Hierarchy Converter processes escaped characters The UTC Date Time Format for a date field in the UI Data Web Service does not match the industry standard VBC cache does not work for the CSSFABCVRec specialized class Web Services sessions with SessionType=None are not closed in Siebel Server 12-1TTL0L1 12-1TK6KJB 8.1.1.2

12-1SW8EBY

12-1SW8EB7

8.1.1.2

12-1VP4GAQ

12-1QJJ9VL

8.1.1.2

12-1OOD0QL

12-1NZODFZ

8.1.1.2

12-1V0NBIX

12-1OUCG3F

8.1.1.2

12-1TENTWD 12-1U09JKK

12-1T6DMLW 12-1TENCIJ

8.1.1.2 8.1.1.2

570

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Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.2 Fix Pack

Table 24.

Resolved Change Requests in the 8.1.1.2 Fix Pack Fix Request ID Change Request ID Fixed in Version Configuration Changes

Issue Addressed

Consumer Sector
Handheld
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 Management


Configurator
<ListofLinkedItems> tag is not working correctly in web services GetCPInstance does not return anything If an attribute LOV domain is updated, with values removed, an error is encountered when modifying the asset On the AIX platform, the Ilog engine crashes for more than 500 child products and a single constraint Remote Configurator Object Manager hangs when customizing complex products There is no way to join the Attribute ID stored at Quote Item XA.ATTR_ID to S_VOD When users modify a price, the currency symbol is lost When users navigate outside of Configurator without clicking Done/Cancel, the application crashes 12-1UI92KZ 12-1TWTOV8 12-1V3VLX3 12-1TXC3RL 12-1SFPEAN 12-1V0598R 8.1.1.2 8.1.1.2 8.1.1.2

12-1TG6EAP

12-1SG6A0Z

8.1.1.2

12-1TK530Y

12-1S1FVNR

8.1.1.2

12-1U5UH3L

12-1T7DG8H

8.1.1.2

Yes, see Instructions for FR 12-1U5UH3L on page 733.

12-1UIA0LH 12-1VM568P

12-1UI8TEV 12-1U8XCTD

8.1.1.2 8.1.1.2

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57 1

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.2 Fix Pack

Table 24.

Resolved Change Requests in the 8.1.1.2 Fix Pack Fix Request ID 12-1TK6P9Z Change Request ID 12-1T12HW9 Fixed in Version 8.1.1.2 Configuration Changes

Issue Addressed 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

Order Management
A crash occurs in ABO cycles when AutoMatch is called ACR 457: Provides cross-network validation and cascade delete enhancements for network ordering for Siebel Customer Order Management for SIA Cursors are not closed as expected when querying specialized Business Components like "Order Entry - Orders and "Order Entry - Line Items 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 The constraint definition UI for customizable products does not work correctly 12-1VM5GQ5 12-1N22K2E 12-1VM5K43 12-1MAMCSM 8.1.1.2 8.1.1.2 Yes, see Instructions for ACR 457 on page 105.

12-1OOE5F3

12-1ONEBTJ

8.1.1.2

12-1VH410I

12-1VH3J0H

8.1.1.2

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. The application crashes when upsell/cross sell messages are still queued 12-1U0DJZN 12-1TUVZQ9 8.1.1.2 Yes, see Instructions for FR 12-1U0DJZN on page 733.

12-1R6O99P

12-1QR99W7

8.1.1.2

572

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Table 24.

Resolved Change Requests in the 8.1.1.2 Fix Pack Fix Request ID Change Request ID Fixed in Version Configuration Changes

Issue Addressed

Pricer
Manual price overrides are lost when quantities are changed using rules 12-1TYSJWU 12-1T2J5H3 8.1.1.2

Data Quality
Deduplication
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

General
Accounts
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 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 When ADM is used for attribute adjustment import, the values of the fields are populated incorrectly 12-1VJIAVE 12-1QR8NKV 8.1.1.2

12-1UI7XPK

12-1TK6KG9

8.1.1.2

12-1U3KDHG

12-1SBRAKT

8.1.1.2

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

57 3

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.2 Fix Pack

Table 24.

Resolved Change Requests in the 8.1.1.2 Fix Pack Fix Request ID Change Request ID Fixed in Version Configuration Changes

Issue Addressed

Audit Trail
After FRA users upgrade to 8.1.1, the Audit Trail language remains ENU Users are unable to track DELETE operations using Audit Trail on the Account Business Component When trying to merge two accounts, the Merge Record process fails and yields an error message Within the Audit Trail screen, when users query for the Id field, they receive the "Invalid operation when not executed" error message 12-1TYSS6S 12-1TD6X31 8.1.1.2

12-1SC3OC1

12-1R0X1G3

8.1.1.2

12-1US5UEV

12-1UI7QQX

8.1.1.2

12-1RBHPQ3

12-1PBVORR

8.1.1.2

Business Rules
Applet_ChangeFieldValue does not trigger for fields that only display in Show More mode for Internet Explorer 7 Exporting rule modules from the Siebel user interfaces generates a file that is not able to be imported into another Siebel instance 12-1UI9URN 12-1MSUXR3 8.1.1.2

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 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 12-1US5U74 12-1SFP9PD 8.1.1.2

12-1UK0V2R

12-1UGQKAX

8.1.1.2

574

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.2 Fix Pack

Table 24.

Resolved Change Requests in the 8.1.1.2 Fix Pack Fix Request ID 12-1U0DVDN Change Request ID 12-1U0BYHX Fixed in Version 8.1.1.2 Configuration Changes

Issue Addressed The Siebel 8.1.1 SIA FRA popup version of the calendar displays Saturday (Samedi) incorrectly 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 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

12-1US5UC0

12-1T6T4CF

8.1.1.2

12-1UIA8WC

12-1UGQK67

8.1.1.2

Correspondence
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 Siebel Tools Online Help files were not updated for Siebel 8.1.1 12-1WF6D7D 12-1WF6D6N 8.1.1.2

12-1SW89YF

12-1Q35A8A

8.1.1.2

Other
"Maximum open cursors" error received when generating large number of Proposal drafts Provides support for CRM Desktop for Outlook (ACR 464). 12-1TXT8PN 12-1T12H8N 8.1.1.2

121UWOAQL

12-1UWOAPI

8.1.1.2

Yes, see Instructions for ACR 464 on page 148.

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

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57 5

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.2 Fix Pack

Table 24.

Resolved Change Requests in the 8.1.1.2 Fix Pack Fix Request ID 12-1U0CC80 Change Request ID 12-1SNJLOF Fixed in Version 8.1.1.2 Configuration Changes

Issue Addressed Deleting position for an employee using java data bean causes runtime error Incorrect repository object naming It is not possible to sync a contact whose email address contains more than fifty characters Large temporary files created during EAI processing are not always deleted MakeFile.dep does not get created when the flag NoDepent=t is removed from the makefile.dcl file Opening a pick applet fires the WriteRecord method on the underlying business component Querying for records in the Inbound Calls applet causes a memory leak RaiseErrorText in the JPN language appends a character to the message box Users are not able to apply different view modes to parent or child integration components of an integration object Users cannot deassociate multiple association records in an MVG at the same time When users query within the top applet of the Contact Detail View (within Contacts Screen >Activities), the application crashes Runtime errors occur because of the ST eScript engine

121UWOARN 12-1VLGHMD

12-1TTI51Q 12-1UT7XJH

8.1.1.2 8.1.1.2

12-1VM6K61

12-1OUD1RP

8.1.1.2

12-1UJQLUG

12-1UIAVXD

8.1.1.2

12-1TK89IV

12-1T9B2VI

8.1.1.2

12-1TK9WIQ

12-1TDX57D

8.1.1.2

12-1VABKXZ

12-1TUED13

8.1.1.2

12-1TK92JL

12-1T135UF

8.1.1.2

121VCQUHG 12-1UI92G1

12-1V6FUML

8.1.1.2

12-1U5TMPJ

8.1.1.2

12-1SSUR6E

12-1SM2KAX

8.1.1.2

Performance
576 Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.2 Fix Pack

Table 24.

Resolved Change Requests in the 8.1.1.2 Fix Pack Fix Request ID 12-1ORCIOH Change Request ID 12-1OQD0BB Fixed in Version 8.1.1.2 Configuration Changes

Issue Addressed Double parsing without bind peek in Oracle Connector causes performance degradation

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


Add-in does not respect "PIMSI Category" setting After users apply the Outlook Add-in Quick Fix to support SSO their passwords are overwritten Attendees are not properly synched when there is a combination of sync-enabled and non-sync invitees Outlook Add-in fails on nonWindows servers Outlook Add-in illustrates incorrect behavior with SSO enabled Outlook Add-in Toolbar disappears The SSSE engine crashes when QF8501 is installed on top of QF0581 The SSSE Outlook Add-in sorts incorrectly when searching in the Link dialog box Valid Category value overwritten by default 12-1U5RVL3 12-1TQNB3M 12-1U5RIY5 12-1TK9Z8J 8.1.1.2 8.1.1.2

12-1UI7XSW

12-1UGR5SJ

8.1.1.2

12-1TK4K9Y 12-1R84XM5

12-1TBJVXL 12-1QXJF7Z

8.1.1.2 8.1.1.2

12-1UI8TXL 12-1UAFDX6

12-1U0B955 12-1T6T4DJ

8.1.1.2 8.1.1.2

12-1VI15ZT

12-1UH87KX

8.1.1.2

12-1TH5KDI

12-1RW60U6

8.1.1.2

Remote

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57 7

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.2 Fix Pack

Table 24.

Resolved Change Requests in the 8.1.1.2 Fix Pack Fix Request ID 12-1UZ5TVC Change Request ID 12-1SW8HHD Fixed in Version 8.1.1.2 Configuration Changes

Issue Addressed ACR 544: Enhances the Siebel Remote utility and allows it to be intergrated with the Siebel HA Upgrade solution 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 Lock on S_DOCK_SESSION with MS SQL Server 2005 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 Quick start not working using non-admin user on Win XP and Vista 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 The apply_thrd function fails with the Index 'S_EVT_ACT_X_U1' for table 'S_EVT_ACT_X' would not be unique" error The Help button on the Synchronization window does not work The Siebel application crashes when it is opened twice using Quick Start

12-1UJQTMH

12-1U5RF2V

8.1.1.2

12-1RV74GM 121PCUMWS

12-1QXJVFB 12-1NALW8B

8.1.1.2 8.1.1.2

12-1THNI2Z

12-1QKIPCK

8.1.1.2

12-1U5SIB2

12-1U08IXL

8.1.1.2

12-1T7DDJT

12-1SZLZ9R

8.1.1.2

12-1TK3QXJ

12-1JAR0YF

8.1.1.2

12-1V3JRDF

12-1U4I7Q5

8.1.1.2

578

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.2 Fix Pack

Table 24.

Resolved Change Requests in the 8.1.1.2 Fix Pack Fix Request ID 12-1PKZD0S 12-1SING9C Change Request ID 12-1NWLI7J 12-1RPD2ML Fixed in Version 8.1.1.2 8.1.1.2 Configuration Changes

Issue Addressed Transaction Merger fails because single byte ROW_ID is duplicated 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 Within the txnmerge log file, pTableName is NULL or empty After users create a report and associate it to a view, the report does not show up in the BIP Reports drop-down menu

12-1UK0UHZ 12-1WLUFQ1

12-1TUWRGV 12-1WLUFOF

8.1.1.2 8.1.1.2

Search
ACR 439: Search Center does not remember terms and results after it has been closed ACR 439: When users search, the Field Name is used rather than the Field Display name After indexing certain business components for mobile search, the datasource is shown as "buscomp". Binocular Search does not work with special characters Binocular search yields the previous search's data when users do not enter the search criteria a second time Drilling down on a Service Request within search results generates an error message For Search, the Context Sensitivity preference does not work when invoked from the Opportunity, Solutions, or Literature screens 12-1P1OP6D 12-1NZODJL 8.1.1.2

12-1P1OPJ6

12-1OQU6GN

8.1.1.2

12-1UIAGQE

12-1RKLPVN

8.1.1.2

12-1U09BK1 12-1U0CXZG

12-1NZO98B 12-1S7PQXV

8.1.1.2 8.1.1.2

12-1RXY84H

12-1P56A4F

8.1.1.2

12-1SXP5U8

12-1S8Q8CN

8.1.1.2

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

57 9

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.2 Fix Pack

Table 24.

Resolved Change Requests in the 8.1.1.2 Fix Pack Fix Request ID 12-1U0D4B3 Change Request ID 12-1T6T4GB Fixed in Version 8.1.1.2 Configuration Changes Yes, see Instructions for FR 12-1U0D4B3 on page 734.

Issue Addressed Incremental indexing with OSES does not work for SR, Contact, Account OSES- Search: Simultaneous incremental indexing results in leaving some newly created records OSES: Records Visibility in OSES for an eService user OSES: Schedule ID parameter in Engine Settings 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 '<?>'. The "Look In" drop-down list still contains values even after those values have been removed from the user's responsibilities When a Search Category is indexed, the old indexes are not removed 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. When Search Center is opened from within CTI, users cannot use Enter for submitting FIND criteria

121RXL8MW

12-1HTFNR3

8.1.1.2

12-1SC8YE5 12-1TAA6HJ 12-1RYK4D8

12-1QV5WFV 12-1SJ5C83 12-1QR8N6F

8.1.1.2 8.1.1.2 8.1.1.2

121NZQW39

12-1NVVH4J

8.1.1.2

12-1QH55SS

12-1OVCU5D

8.1.1.2

12-1V7WJSN

12-1V7F8AT

8.1.1.2

12-1S7SIQX

12-1S0YDZ5

8.1.1.2

580

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.2 Fix Pack

Table 24.

Resolved Change Requests in the 8.1.1.2 Fix Pack Fix Request ID 12-1TK6OSU Change Request ID 12-1RV73Z9 Fixed in Version 8.1.1.2 Configuration Changes

Issue Addressed When users enter special characters, the FIND feature does not fetch results with the correct criteria 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 After users have set ContextSensitive 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 Drilling down on keywords does not refine the results Queries show + instead of AND when users drill down on keywords Users are unable to set the default flag for search definitions

12-1U5V2FD

12-1U5V2EN

8.1.1.2

12-1TDNZTL

12-1QXJYZI

8.1.1.2

12-1VGM8F2 12-1VGM8I5

12-1VD87WA 12-1VGM8AG

8.1.1.2 8.1.1.2

12-1UJQSQT

12-1UJQSQ1

8.1.1.2

Security
SWEU parameter should ignore hostnames to prevent phishing User can change their privileges to that of another user (such as an administrator) by entering a Javascript command 12-1N22J3V 12-1UGR0BD 12-1IYN1VD 12-1U0CPDF 8.1.1.2 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

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

58 1

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.2 Fix Pack

Table 24.

Resolved Change Requests in the 8.1.1.2 Fix Pack Fix Request ID 12-1V417JN Change Request ID 12-1R0X6NL Fixed in Version 8.1.1.2 Configuration Changes

Issue Addressed Cannot add MLOV entry with same display value, even when LIC code is different The Siebel application experiences non-reproducible random crashes When users attempt to print, the application fails and displays an error message

12-1NTIUTF

12-1N3J0WN

8.1.1.2

12-1N22LHT

12-1K51E4X

8.1.1.2

Siebel Sync
ACR 468B: Allows Siebel Client Sync to support Lotus Notes 8.0 and Microsoft Outlook 2007 with Intellisync 7.x SDK. Lotus Notes Action button disappears at the second synchronization PIMSI Dispatcher does not filter by user group 12-1UZNMA7 12-1S4ZI88 8.1.1.2 Yes, see Instructions for ACR 468 on page 164.

12-1RBI3CD

12-1Q5L7W9

8.1.1.2

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 TBUI task statuses do not reflect the correct values 12-1V7F9GQ 12-1V3JQI3 8.1.1.2

12-1TK7ABX

12-1TGO4RF

8.1.1.2

582

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.2 Fix Pack

Table 24.

Resolved Change Requests in the 8.1.1.2 Fix Pack Fix Request ID 12-1TYSIXQ Change Request ID 12-1TK6LZT Fixed in Version 8.1.1.2 Configuration Changes

Issue Addressed The license key is missing for the Task Pane view in Siebel Professional Edition (SPE) is not available

Tools/Configuration
An error occurs with the global variable of type property set initialization in the global section of Business Services NoRefreshOnDynamicTogg in 8.0.0.6 corrupts applets in Query mode Siebel Tools sessions end without a warning or error message when processing WSDL 12-1N1RBJY 12-1M81JE0 8.1.1.2

12-1TUEN4I

12-1TA9WD7

8.1.1.2

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 Workflow processes edited in Siebel Tools fail to validate in 8.1.1.1 12-1SSCMJ3 12-1SBRA31 8.1.1.2

12-1VM6SF3

12-1VK09JB

8.1.1.2

iHelp
Other

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58 3

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.2 Fix Pack

Table 24.

Resolved Change Requests in the 8.1.1.2 Fix Pack Fix Request ID 12-1SX7TI5 12-1U0DSQ7 Change Request ID 12-1SJ5MIZ 12-1TK4UOX Fixed in Version 8.1.1.2 8.1.1.2 Configuration Changes

Issue Addressed Related iHelp does not navigate correctly The title "Additional iHelp Topics" in the iHelp pane is not in the local language

Life Sciences
Activity
A memory and cursor leak error message occurs when Smart Call functionality is used Users are unable to submit calls created on the current day from Handheld 12-1UUNN76 12-1UGQKF3 8.1.1.2

12-1VKHIB7

12-1V6FY27

8.1.1.2

Clinical Manager
Position Rollup does not always function properly Trip report status does not automatically change to In Progress Undo record in Clinical Trial Report Detail View Users cannot undo records after selecting a template in the Trip Report Details view Users are unable to copy Site Vists records 12-1VAT6K9 12-1UX5E8Z 12-1OK0UBP 12-1PCUB4Z 8.1.1.2 8.1.1.2

12-1UG9MN3 12-1UU4KQ7

12-1U5RQB1 12-1P2RV9L

8.1.1.2 8.1.1.2

12-1V3K6BX

12-1K824E1

8.1.1.2

Yes, see Instructions for FR 12-1V3K6BX on page 734.

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 735.

Marketing
Campaigns

584

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.2 Fix Pack

Table 24.

Resolved Change Requests in the 8.1.1.2 Fix Pack Fix Request ID 12-1TK666M Change Request ID 12-1TK665T Fixed in Version 8.1.1.2 Configuration Changes

Issue Addressed Prospect import does not check for matches against existing contacts Prospect promotion on Leads screen gives error when matches are ignored Response import does not use all selected Exact Match fields to check for matches 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 While running the 'Response to Lead' conversion, users receive a maximum cursors error message Within the Campaign Segment Allocation view, users are unable to see lists created by other users

12-1UI92JW

12-1U4I7KV

8.1.1.2

121UXNWE8 12-1TK96TH

12-1UIB7Z9

8.1.1.2

12-1T7V4R7

8.1.1.2

12-1UI8DMO

12-1UHPV6B

8.1.1.2

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 Error messages appear when userse add URLs to an email HTML body 12-1UIB3EZ 12-1UI81Z5 8.1.1.2

12-1U0D8SV

12-1U0BPQZ

8.1.1.2

Events

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58 5

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.2 Fix Pack

Table 24.

Resolved Change Requests in the 8.1.1.2 Fix Pack Fix Request ID 12-1S2F1F1 Change Request ID 12-1RRBFQ9 Fixed in Version 8.1.1.2 Configuration Changes

Issue Addressed 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

Marketing Server
Integration to Marketing Outbound Web Services does not support enterprise SSO 12-1TK47RK 12-1KJP2WG 8.1.1.2

Other
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 Solutions
Handheld for Windows
During Handheld synchronization, the logging of URLs exposes username/ password combinations in web server logs For Handheld batch sync, the Exit and Next buttons that were available with Siebel version 7.5.x are not available in later releases In Handheld daily calendar, the calendar popup window for the Date field corrupts the display when resolution = VGA PDA DSS Batchsync loses data if you select "Download" without first uploading 12-1TXTR5T 12-1THO6UJ 8.1.1.2

12-1VGMVZT

12-1U0CP6R

8.1.1.2

12-1VHL8BW

12-1UOF62N

8.1.1.2

12-1UZO7F7

12-1UH87ET

8.1.1.2

586

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.2 Fix Pack

Table 24.

Resolved Change Requests in the 8.1.1.2 Fix Pack Fix Request ID 12-1UG9MQI Change Request ID 12-1ROXJHT Fixed in Version 8.1.1.2 Configuration Changes

Issue Addressed The application hangs when the barcode for the second item listed in a picklist is scanned When users attempt to run Companion Sync, they receive the following error message: "Error detected while communicating with the device When users attempt to synchronize a PDA device with a machine running Vista, the synchronization fails With WM5 and WM6 devices, when certain characters are extracted into dbfile.txt, the dbimport synchronization step fails Within the Handheld dbimport logging file, information about non-database-related steps such as file creation or file deletion is missing

"121SWPT87

12-1RSS5V1

8.1.1.2

12-1S9RUXX

12-1RVORD3

8.1.1.2

12-1SIO0R1

12-1SC9C45

8.1.1.2

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) SMQReceiver component look at all server requests and not just those for which it is responsible. 12-1U087M8 12-1O2HQ4R 8.1.1.2

12-1TKABND

12-1SI5H9N

8.1.1.2

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58 7

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.2 Fix Pack

Table 24.

Resolved Change Requests in the 8.1.1.2 Fix Pack Fix Request ID 12-1RRTKGX Change Request ID 12-1QR98KH Fixed in Version 8.1.1.2 Configuration Changes

Issue Addressed The "SMQ Process User Queue" workflow can create duplicate records in case of MQe problems Users are unable to remove reassigned messages

12-1TGOAM3

12-1SFP9NP

8.1.1.2

Sales
Other
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

Service
Logistic Manager
Error invoking service 'Inventory Transaction', method 'SetTxnDetailsFromTxnSet 12-1V7FE6F 12-1UH87R1 8.1.1.2

Siebel Email Response


General
For draft emails, the status can be changed to any value and contacts can be removed or added Siebel Automated Quote Approval Email not being sent 12-1U5TWJC 12-1U5TWIL 8.1.1.2

12-1T2SVQ5

12-1SSTZQV

8.1.1.2

Yes, see Instructions for FR 12-1T2SVQ5 on page 735.

When users are sending an outbound email, resolution documents cannot be seen in the Attachment field When users send an outbound email to duplicate email accounts, duplicate emails are received in the mail client

12-1TK99NV

12-1TK99KZ

8.1.1.2

12-1TYT3N8

12-1TZR995

8.1.1.2

588

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Table 24.

Resolved Change Requests in the 8.1.1.2 Fix Pack Fix Request ID 12-1QK0UEL Change Request ID 12-1FCL4BH Fixed in Version 8.1.1.2 Configuration Changes Yes, see Instructions for FR 12-1QK0UEL on page 735.

Issue Addressed With templates, the subject line and body text are not replaced according to the template selected

Siebel Self-Service Common


Miscellaneous
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 736.

Travel & Transportation


Events 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 302.

Other
For ACR 450 and ACR 488, the sia_options.txt file is missing several views for licensing Provides more technical content for the Travel and Transportation application error messages Selecting the output type as ALL for Report Name in Administration > BIP Report does not work as expected When users click on the Functional Space Diary, they receive an error message 12-1UI8ZAR 12-1UI8Z9H 8.1.1.2

12-1T6VXUH

12-1T6VXSP

8.1.1.2

12-1WIXYWB

12-1WIXYVR

8.1.1.2

12-1V41X13

12-1V41X0M

8.1.1.2

User Interface

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Table 24.

Resolved Change Requests in the 8.1.1.2 Fix Pack Fix Request ID Change Request ID Fixed in Version Configuration Changes

Issue Addressed

Administration
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 Browser script causes error message on picklist autoselection IE crash when triggering Smartscript from client-side script Provides the ability to programmatically suppress error messages Translated error messages have extra Japanese characters in them UI shows only 32K of data onscreen from CLOB field Users should be able to query on fields in a view even if the Read Only View flag is set to TRUE With Internet Explorer 7, Siebel Calendar crashes, hangs, does not load, or fails with a script error With Internet Explorer 7, the Siebel Calendar control does not work 12-1UW60LO 12-1UI8T7X 8.1.1.2

12-1V421BE

12-1QPSY8J

8.1.1.2

12-1UGR21U

12-1U0866H

8.1.1.2

12-1UGQZS5

12-IVNITD

8.1.1.2

12-1VHLBL9

12-1NSKL0N

8.1.1.2

12-1UFAJ40 12-1O7OFOV

12-1RHR0N1 12-OM5V6D

8.1.1.2 8.1.1.2

12-1QKI678

12-1PE98Y5

8.1.1.2

121QNW677

12-1PE98W7

8.1.1.2

Layout and Rendering

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Table 24.

Resolved Change Requests in the 8.1.1.2 Fix Pack Fix Request ID 12-1QQACIH Change Request ID 12-1NVVH71 Fixed in Version 8.1.1.2 Configuration Changes

Issue Addressed 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

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 New query in child form applet does not switch from edit to query mode When the Immediate Post Change property has been set, a second click is required to navigate With Internet Explorer 7, navigating to the next applet without completing the required fields causes an endless loop 12-1SC96YJ 12-1OA585D 8.1.1.2

12-1U0A7PV

12-1TGO4VB

8.1.1.2

12-1VM6K6Y

12-1O6OCKJ

8.1.1.2

12-1SC96ZD

12-1ME9N7W

8.1.1.2

Other
Exporting results from queries that use calculated fields omits valid records 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 Quickprint of a toggle applet prints the record twice Refine query on Account team generates error message 'Select Field' string for Query Assistant is not translated 12-1V3VLLZ 12-1UU5KSH 8.1.1.2

12-1RZ1P11

12-1RQUGN3

8.1.1.2

12-1SCQKBZ 12-1TG65R2 12-1U0BDIC

12-1L3YVPO 12-1TG65Q3 12-1U0A9KV

8.1.1.2 8.1.1.2 8.1.1.2

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Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.1 Fix Pack

Table 24.

Resolved Change Requests in the 8.1.1.2 Fix Pack Fix Request ID "121VKHWBE Change Request ID 12-1UI8QNP Fixed in Version 8.1.1.2 Configuration Changes

Issue Addressed Using Query Assistant for LOV entry gives error "The value entered in Field does not match any value in the bounded picklist

Popups/Pick Lists/ MVG/Shuttle


Internet Explorer 7 crashes when users open a popup window on top of an MVG Minimize/restore window with unsaved changes causes IE crash When a toggle applet is configured, running a query by hitting the Enter key causes the application to crash With Internet Explorer 7, when users close a popup window using the X, the application hangs 12-1UI7VQC 12-1UGQKML 8.1.1.2

12-1TYSS1V 121VM6K4W

12-1QBCC2R 12-1S8Q8EL

8.1.1.2 8.1.1.2

12-1S9RBEG

12-1S1FXNF

8.1.1.2

Web Service
Other
Provides Web service access through the Mobile Web Client to other local desktop applications (ACR 492) The "all" XSD element is treated as sequence The EAI UI Data Adapter does not work for paging child integration components The Impersonate feature does not consider time zones 121STBMWW 12-1STBMTB 8.1.1.2

12-1TK86GJ 12-1TK5S8P

12-1STC0UB 12-1TK4C5P

8.1.1.2 8.1.1.2

12-1U09CUR

12-1TYAWK5

8.1.1.2

Resolved Change Requests in the Siebel 8.1.1.1 Fix Pack


This topic is part of Resolved Change Requests on page 477.

592

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Table 25 lists the Change Requests that were resolved in the 8.1.1.1 Fix Pack.

Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID Change Request ID Fixed in Version Configuration Instructions

Issue Addressed

Call Center
CTI
The Chat transfer command defined in multichannelC.def is incorrect Accessiblity: CTI does not take any input from the toolbar editbox after the application has been converted for Section 508 compliance Accessibility: After CTI has been configured for Section 508 compliance, the screen reader reads every underlying command for CTI controls from the CTI toolbar 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 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 Provides Hoteling-Hotdesking support for Call Center Anywhere 12-1S99AEF 12-1S99ADV 8.1.1.1

12-1RV6IUZ

12-1ME9KRG

8.1.1.1

12-1RV6IUP

12-1MEBPT5

8.1.1.1

12-1R8MHX2

12-1PJ2S1Z

8.1.1.1

12-1R6NUYJ

12-1R58N93

8.1.1.1

12-1QXO3LS

12-1QK0QNF

8.1.1.1

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Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 121QTPMTW Change Request ID 12-1QDA9FX Fixed in Version 8.1.1.1 Configuration Instructions

Issue Addressed When there are multiple CCA driver instances running, users receive the "Could not find the matched SVC for session..." error message CCA: If the "MaxAgentNumber" parameter does not exist, a new login creates a new driver instance Updates CRM Chat to use the latest Java file content When users create two simultaneous outbound requests, the requests hang and CommOutboundMgr logs show errors SBL-CMO-00169 and SBLSRM-053021

12-1QTPMTH

12-1QBCUYH

8.1.1.1

12-1QR9BRG 12-1NQ7VT4

12-1Q2MZRN 12-1NKJF4T

8.1.1.1 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 With the Find feature, when values have special characters, records are not returned in the Destination Results view The CCA Driver does not retrieve all of the records in the CCA library After 8.0 [20405] QF1009 has been applied, spell check does not work on Linux servers Users receive the SBL-DAT00457 error message when searching on a Multi Value Field that is mapped to another Multi Value Field 12-1RB07UI 12-1RB07T9 8.1.1.1 Yes, see Instructions for FR 12-1RB07UI on page 748.

12-1RA1T6W

12-1QNWAIL

8.1.1.1

12-1QQ9XSR

12-1QUOFMN

8.1.1.1

12-1QR8PCO

12-1LSX5J6

8.1.1.1

12-1QL05SF

12-1Q9I2QJ

8.1.1.1

Comm Media Energy


594 Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

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Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID Change Request ID Fixed in Version Configuration Instructions

Issue Addressed

Order Management
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 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 12-1SZ4WPA 12-1SXN45J 8.1.1.1

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 / EAI
Other
All messages sent to JMS go as BytesMessage, regardless of whether the data is String/ Binary 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 12-1SBSPDP 12-1RAJ07R 8.1.1.1

12-1RGSQ98

12-1R0X6P9

8.1.1.1

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Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 12-1QUOILO Change Request ID 12-1OI2RO5 Fixed in Version 8.1.1.1 Configuration Instructions

Issue Addressed Object Manager tasks are not reused when a Siebel exception occurs using JCA/Siebel Resource Adapter When setting HDR.connection=close on some W eb servers, response is delayed The EAI Data Transformation Engine outputs the target instance when the source search specification is not met

12-1Q3NJU1

12-1JZ28HA

8.1.1.1

12-1N1QM7X

12-1MNQ3BZ

8.1.1.1

Consumer Sector
Deductions
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 291.

Other
When users create a new plan, the application crashes ACR 480: Delist dates are not being updated in the ADL applet 12-1TXTRDT 12-1TSQ0BX 12-1TXTR4J 12-1TSQ0AH 8.1.1.1 8.1.1.1 Yes, see Instructions for FR 12-1TSQ0BX on page 749.

Improves the quality of the Consumer Sector application error messages ACR 480: Provides translations for error messages related to ACR 480 ACR 480: The Seed.inp file is missing for seed data import on JPN

12-1TGNFMK

12-1TGNFL1

8.1.1.1

12-1TG5FLS

12-1TG5FKD

8.1.1.1

Yes, see Instructions for ACR 480 on page 291. Yes, see Instructions for ACR 480 on page 291.

12-1TAR916

12-1T9S0ZN

8.1.1.1

596

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Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 12-1T6VXL6 Change Request ID 12-1T6VXJQ Fixed in Version 8.1.1.1 Configuration Instructions

Issue Addressed Improves the quality of Consumer Sector application error messages ACR 480: Flags (A/O/P) should retain their values if the Account Distribution record exists (ADL) ACR480: Users are unable to import seed_locale_JPN.dat for LOV seed data Consumer Sector error message content is not useful Improves the quality of Consumer Sector error messages 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 ACR 480: List Date and Delist date do not get updated in the Authorized Categories Product middle applet (ADL) ACR 480: The List and Delist dates are not being populated in the ADL applet ACR480: The Auditable, Orderable, and Promotable flags are always checked as True in the ADL applet

12-1SOZJYK

12-1SOZJUX

8.1.1.1

Yes, see Instructions for ACR 480 on page 291.

12-1SN1W5R

12-1SN1W4H

8.1.1.1

12-1SJ5WTI 12-1SF7RMM

12-1SJ5WS3 12-1SF7RL9

8.1.1.1 8.1.1.1

12-1S87KF6

12-1S87KDR

8.1.1.1

Yes, see Instructions for ACR 480 on page 291.

12-1S87KBC

12-1S87K9X

8.1.1.1

Yes, see Instructions for ACR 480 on page 291. Yes, see Instructions for ACR 480 on page 291. Yes, see Instructions for ACR 480 on page 291.

12-1RYK5JX

12-1RYK5II

8.1.1.1

12-1RYK5I2

12-1RYK5GS

8.1.1.1

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Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 12-1RV6IE1 Change Request ID 12-1JGEFDN Fixed in Version 8.1.1.1 Configuration Instructions Yes, see Instructions for ACR 358 on page 46.

Issue Addressed 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. 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 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

12-1RSAYUA

12-1RSAYSV

8.1.1.1

12-1RSAYQS

12-1RSAYPD

8.1.1.1

Yes, see Instructions for ACR 480 on page 291.

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

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Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 12-1RUPL7F Change Request ID 12-1RUPL60 Fixed in Version 8.1.1.1 Configuration Instructions Yes, see Instructions for ACR 480 on page 291.

Issue Addressed 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

Sales Volume Planning


ACR 480: For leaf-level accounts, Aggregated Quantity should not equal Promotion Incremental Quantity ACR 480: Within the SVP > Baseline - Flat view, the All Years button is missing The cursors are left open during the Aggregation and Allocation processes 12-1SEPR7S 12-1SEPR65 8.1.1.1

12-1S2WET4

12-1S1GHXS

8.1.1.1

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 ACR 480: Provides the following EIM import files: eim45.sql and eim_export_bu_look_up_name. sql 12-1TXBBQB 12-1TXBBP1 8.1.1.1 Yes, see Instructions for ACR 480 on page 291.

12-1SG67VF

12-1SEPND9

8.1.1.1

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Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.1 Fix Pack

Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 12-1SD8PE4 12-1SCRGQE Change Request ID 12-1SD8PCN 12-1SCRGO9 Fixed in Version 8.1.1.1 8.1.1.1 Configuration Instructions

Issue Addressed ACR 480: Includes translated error message files ACR 480: Some fields are not copied from the Corporate Promotion header to the Account Promotion header ACR 480: Within Corporate Promotions, the Target Child Account applet is not refreshed properly ACR 480: When users click the Products button within Corporate Promotions, they receive an error message 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 ACR480: Category Pick applet is not refreshed in CPG Plan Account Promotion List Applet ACR480: Within Account Promotions > Pick Plan applet, the Go button is unavailable ACR 480: Clicking the Products button on CG Promotion Form Applet Non-Corporate retrieves inactive products

12-1SCRGO0

12-1SCRGNB

8.1.1.1

12-1SC7RS9

12-1SC7RRJ

8.1.1.1

12-1SB91B5

12-1SB919Q

8.1.1.1

12-1S9R960

12-1S9R95B

8.1.1.1

12-1S9R952

12-1S9R94D

8.1.1.1

12-1S9AHQ9

12-1S8I5DB

8.1.1.1

600

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Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 12-1S87Q2L Change Request ID 12-1S87Q0F Fixed in Version 8.1.1.1 Configuration Instructions

Issue Addressed 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. ACR 480: Includes the translated error message files ACR 480: Spend Values are not being rolled up ACR 480: An error message appears when users create a promotion ACR 480: The Team field is blank for a new plan

12-1S8I5CG 12-1S7SICW 12-1S6A181

12-1S8I5B5 12-1S7SIBE 12-1S6A16Q

8.1.1.1 8.1.1.1 8.1.1.1 Yes, see Instructions for ACR 480 on page 291. Yes, see Instructions for ACR 480 on page 291. Yes, see Instructions for ACR 480 on page 291.

12-1S6A16E

12-1S6A14X

8.1.1.1

ACR 480: In the Promotion screen, clicking the Shipment button yields an error message 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

12-1S35CMR

12-1S35CLB

8.1.1.1

12-1S1GHXJ

12-1S1GHUK

8.1.1.1

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Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 12-1S29NQA Change Request ID 12-1S29NOZ Fixed in Version 8.1.1.1 Configuration Instructions

Issue Addressed ACR 480: Within Plan Promotion, Category pick applet data is incorrect when a plan has a category 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 ACR 480: Changing an account does not update the Plan Team information accordingly 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. ACR 480: Makes the Deal Id field mandatory for claim resolution records

12-1S2EV5J

12-1S2EV2Z

8.1.1.1

Yes, see Instructions for ACR 480 on page 291.

12-1S2EV2Q

12-1S2EV11

8.1.1.1

Yes, see Instructions for ACR 480 on page 291. Yes, see Instructions for ACR 480 on page 291.

12-1S2EUXT

12-1S2EUVJ

8.1.1.1

12-1RVOP62

12-1RVOP5D

8.1.1.1

602

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Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 12-1S0YT2N Change Request ID 12-1S0YT1Y Fixed in Version 8.1.1.1 Configuration Instructions

Issue Addressed ACR 480: When a claim resolution is canceled, the amount at the claim leve is not updated accordingly ACR 480: Users are allowed to create a claim resolution with a zero or negative rate ACR 480: Users are allowed to create a claim resolution with a zero or negative rate ACR 480: When users create claims, the application ignores the decimal value of the rate during calculation ACR 480: Within the Target Accounts tab, the New button is enabled in the Committed Target account applet ACR 480: Within Promotion > Corporate Promotions, when users attempt to create account promotions from the Target Account tab, they receive an error message ACR 480: Within the Authorized Category Product tab, the product is not bounded ACR 480: When users copy an account in the Authorized Account applet, the Primary flag is not checked for Account Team ACR 480: After a payment is approved or rejected, the Approve and Reject buttons are not disabled

12-1S0YT0Q

12-1S0YSZZ

8.1.1.1

12-1S0YSZQ

12-1S0YSZ1

8.1.1.1

12-1S0YSW4

12-1S0YSV5

8.1.1.1

12-1RY2D5T

12-1RY2D54

8.1.1.1

12-1RY2D4S

12-1RY2D2P

8.1.1.1

12-1RYK5LL

12-1RYK5K6

8.1.1.1

Yes, see Instructions for ACR 480 on page 291. Yes, see Instructions for ACR 480 on page 291.

12-1RYK5G3

12-1RYK5EO

8.1.1.1

12-1RYK3YO

12-1RYK3WU

8.1.1.1

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Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.1 Fix Pack

Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 12-1RXY8AU Change Request ID 12-1RXY89D Fixed in Version 8.1.1.1 Configuration Instructions

Issue Addressed 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) ACR 480: Within the Payment Approval view, the Amount field in Credit Memo Payment applet displays more than two decimal places 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 ACR 480: Within the Promotion screen > Category pick applet, the Query button does not work

12-1RYJINX

12-1RXLDGI

8.1.1.1

12-1RVOL6Y

12-1RVOL5H

8.1.1.1

12-1RXLGQL

12-1RXLGP5

8.1.1.1

Yes, see Instructions for ACR 480 on page 291.

604

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Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 12-1RV785V Change Request ID 12-1RV784G Fixed in Version 8.1.1.1 Configuration Instructions Yes, see Instructions for ACR 480 on page 291.

Issue Addressed 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 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 ACR 480: Changing the plan information within the Promotions screen does not update Plan fields accordingly ACR 480: Deleting a plan from a promotion does not update the Plan fields accordingly ACR 480: Within Promotion > Plan pick list, the OK button is not available ACR 480: When a plan has a category with Private Flag set to Y, baseline values are not updated

12-1RV782J

12-1RV7811

8.1.1.1

Yes, see Instructions for ACR 480 on page 291.

12-1RVO4UE

12-1RVO4TP

8.1.1.1

12-1RVO4TB

12-1RVO4SL

8.1.1.1

12-1RVO4S2

12-1RVO4QT

8.1.1.1

12-1RVO4QI

12-1RVO4PT

8.1.1.1

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Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 12-1RUPMUC Change Request ID 12-1RUPMSM Fixed in Version 8.1.1.1 Configuration Instructions

Issue Addressed 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 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 ACR 480: Within Promotions > Promoted Category applet, the Tactics field is not available ACR 480: The values in the PY Baseline Revenue and Target Baseline Revenue fields are calculated incorrectly ACR 480: Within Promotions, users are not able to add products to the Promoted Product applet ACR 480: Provides a button on the SVP Flat view to navigate to Previous, Next, and Current SVP periods ACR 480: Within Plan List > High Level Planning, when users create a plan and click Simulate, they receive an error message ACR 480: Moves the High Leve Planning view under Plan List within the Plans screen ACR 480: The PY Revenue and Target Revenue fields should be copied from Product Baseline

12-1RUPMSB

12-1RUPMQC

8.1.1.1

12-1RU7ZTM

12-1RU7ZSX

8.1.1.1

12-1RV0XWF

12-1RV0XRV

8.1.1.1

12-1RV6FVL

12-1RV6FUV

8.1.1.1

12-1RSSAP2

12-1RSSANR

8.1.1.1

12-1RUOZX8

12-1RUOZWH

8.1.1.1

12-1RSB0SK

12-1RSB0R9

8.1.1.1

12-1RU81XF

12-1RU81VZ

8.1.1.1

606

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Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 12-1RUPJ1P Change Request ID 12-1RQU8CD Fixed in Version 8.1.1.1 Configuration Instructions

Issue Addressed ACR 480: Provides Claim Management functionality within Settlements > Claim List ACR 480: Within Admin - Data > Account Product > Baseline view, the PY Baseline Qty and Target Qty fields are read-only ACR 480: Within Account screen > Distribution applet, the Distribution Code, Sequence Code, and Retail Order fields are missing ACR 480: Delist date is updated with the effective end date of the product ACR 480: Within Account screen > Distribution applet, the Auditable and List Date fields are missing 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 ACR 480: The Auditable and List Date fields are missing from the ADL applet ACR 480: The Update Delist Date button should be read-only in Query mode in Product Administration screen ACR 480: Within the Target list applet, Copy ADL functionality does not work properly

12-1RSB6PK

12-1RSB6OV

8.1.1.1

12-1RT9Z51

12-1RT9Z3C

8.1.1.1

Yes, see Instructions for ACR 480 on page 291. TYes, see Instructions for ACR 480 on page 291. Yes, see Instructions for ACR 480 on page 291. Yes, see Instructions for ACR 480 on page 291.

12-1RT9Z31

12-1RT9Z1M

8.1.1.1

12-1RT9Z16

12-1RT9YZW

8.1.1.1

12-1RT9YZI

12-1RT9YWF

8.1.1.1

12-1RT9YW4

12-1RT9YUP

8.1.1.1

Yes, see Instructions for ACR 480 on page 291. Yes, see Instructions for ACR 480 on page 291. Yes, see Instructions for ACR 480 on page 291.

12-1RT9YU6

12-1RT9YSN

8.1.1.1

12-1RT9YSE

12-1RT9YQZ

8.1.1.1

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Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 12-1RSS2IC Change Request ID 12-1RSS2HN Fixed in Version 8.1.1.1 Configuration Instructions

Issue Addressed 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" 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 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 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

12-1RRTIA6

12-1RRTI9H

8.1.1.1

12-1RSAYSM

12-1RSAYR6

8.1.1.1

Yes, see Instructions for ACR 480 on page 291.

12-1RSAYP2

12-1RSAYNN

8.1.1.1

Yes, see Instructions for ACR 480 on page 291.

608

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Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 12-1RQU5AA Change Request ID 12-1RQU57X Fixed in Version 8.1.1.1 Configuration Instructions Yes, see Instructions for ACR 480 on page 291.

Issue Addressed 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 ACR 480: Some fields within High Level Category are not copied to Promoted Category ACR 480: Within Accounts > High Level Planning, the Account field is not defaulted to the parent account 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.

12-1RRI4MW

12-1RRI4LT

8.1.1.1

12-1RRI4LI

12-1RRI4KT

8.1.1.1

12-1RHR1SG

12-1RKLYHL

8.1.1.1

Yes, see Instructions for ACR 480 on page 291.

Customer Order Management


Configurator

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Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 12-1TYASEC Change Request ID 12-1QUOKCX Fixed in Version 8.1.1.1 Configuration Instructions

Issue Addressed 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 RaiseErrorText does not work properly within Customizable Products script 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 The Begin Configuration Web service does not add the default product to the instance AutoMatch Promotion functionality does not work in Remote Configurator 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 BatchValidate returns the wrong status on modified quotes Configurator crashes when invoking the 'CopyXA' method Product Configurator :Scripting the Attribute_Changed event impacts performance on UNIX Constraints on product quantity do not calculate correctly when products are exploded

12-1T03JT6

12-1SWPR8F

8.1.1.1

12-1T03XIC

12-1SFOTK9

8.1.1.1

12-1SQFLCT

12-1S1GFK5

8.1.1.1

12-1SM2Y98

12-1SB8JB4

8.1.1.1

12-1SMKVHR

12-1SINAW9

8.1.1.1

12-1SJ5CJI 12-1RZ1HIB 12-1RY2OPU

12-1SFPA4D 12-1LG27LD 12-1RNYSBH

8.1.1.1 8.1.1.1 8.1.1.1

12-1RAJ7W8

12-1PI44DB

8.1.1.1

Yes, see Instructions for FR 12-1RAJ7W8 on page 741.

610

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Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 12-1R8LSHO Change Request ID 12-1R1VGAZ Fixed in Version 8.1.1.1 Configuration Instructions

Issue Addressed Batch Validate should set the status to invalid and populate the error message when validating a missing required attribute Within the Configurator UI, existing but ineligible items are not visible The Customize icon should not appear within a Configurator session for child items that have product type marked as 'non structure Changing a promotion or an upgrade promotion on an order line item does not update products correctly After users upgrade, all UI values that are attached to attribute display values are missing In Configurator, an attribute pick list cannot be filtered by a value of a hidden attribute Custom rules cause the Object Manager to crash BatchValidate does not create child items Component-based routing can fail if the components are not enabled in all of the servers after Siebel Server has attempted routing five times

12-1QH5LLS

12-1Q25XGN

8.1.1.1

12-1Q2NGYC

12-1GVJ1I5

8.1.1.1

12-1PLH1UO

12-1PILEIJ

8.1.1.1

12-1PLGJCL

12-1P55Q2H

8.1.1.1

12-1PILI4L

12-1J9GEWZ

8.1.1.1

12-1OTUXFZ 121OOWDM5 121OMWL5M

12-1MFCJ25 12-1NCHH5Z 12-1O139AX

8.1.1.1 8.1.1.1 8.1.1.1

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Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 121O7OYPW Change Request ID 12-1NWD809 Fixed in Version 8.1.1.1 Configuration Instructions

Issue Addressed 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-BPR00162) When users upgrade, some product constraint rules cause attribute values to display in red Within eConfigurator running on a Standard Interactivity client, when users click quickly on attributes and then click the Done button, the application hangs A Object Manager memory leak occurs when users perform the Done operation within Configurator Promotion policy enforcement results in incorrect behavior upon the first promotion policy violation 'undo' operation Eligibility Display mode 2 is not hiding in eligible products Global variables do not work in eScript within Configurator Wrong validation results occur with promotions and Customizable Products

12-1NXSFEU

12-1NKJKRL

8.1.1.1

12-1NTIUSH

12-1N3J0OL

8.1.1.1

121NNUXWO

12-1N03OFF

8.1.1.1

12-1N22KA2

12-1LVX3H3

8.1.1.1

12-1N22K77 12-1N22K4B 12-1N1RDOP

12-1MGHHF6 12-1MBQUCS 12-1LY4CD9

8.1.1.1 8.1.1.1 8.1.1.1 Yes, see Instructions for FR 12-1N1RDOP on page 736.

612

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Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 12-1MJW3F9 Change Request ID 12-1L9C3FT Fixed in Version 8.1.1.1 Configuration Instructions

Issue Addressed Invalid workers are not immediately inactivated or dropped to avoid their being used by other Configurator sessions Smartpart numbers based on Attribute Matrix do not update the smart part number correctly for child components when customized twice

121M0PGOQ

12-1M0PGMJ

8.1.1.1

Order Management
Batch Validate does not give expected output for incomplete quotes or orders 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'. 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 Bundles the Promotion and Product class relationship so that changing a promotion in a change order loads the default product (ACR 471) Enforces Max and Min cardinality for Bulk Orders functionality 12-1TK9032 12-1T7DFU1 8.1.1.1

12-1SM2HO1

12-1SI5HGB

8.1.1.1

12-1SJO2TA

12-1S7POKB

8.1.1.1

12-1S8QOEL

12-1P81O39

8.1.1.1

Yes, see Instructions for ACR 471 on page 166. Yes, seeInstructions for FR 121RVOKIA on page 749.

12-1RVOKIA

12-1QL0MPH

8.1.1.1

Cursors remain open after a promotion creates an agreement

12-1RNYLCO

12-1QZXUMT

8.1.1.1

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Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 12-1RIPN17 Change Request ID 12-1ORVK5E Fixed in Version 8.1.1.1 Configuration Instructions Yes, see Instructions for FR 12-1RIPN17 on page 742.

Issue Addressed When users click on Product Category in the Quotes screen after DVM, they receive Siebel error message SBL-DAT_00309 Date calculation in Row Set Transformation Toolkit does not work consistently A validation problem occurs with inserting and associating a record from an MVG applet Users are unable to update payment profiles it the profile has been created using special characters (such as apostrophes)

12-1RHA20H

12-1P9YKJD

8.1.1.1

121QQ9WQW 12-1OUUFYF

12-1PQ8RSX

8.1.1.1

12-1OJ22KN

8.1.1.1

Orders
The SIS OM PMT Service's Synchronize method leaves rogue cursors open, which consumes system resources When adding Customizable Products or promotions using Web Services, only Customizable Products are added, not the default components in a Sales Order Application Deployment Manager Workspace file import fails 12-1QMFLED 12-1QL0ID7 8.1.1.1

121OK5WH7

12-1NZNRV3

8.1.1.1

12-1RAJ8OH

12-1PT60R3

8.1.1.1

Yes, see Instructions for FR 12-1RAJ8OH on page 742.

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

614

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Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 12-1TYASDV Change Request ID 12-1TK3Z1X Fixed in Version 8.1.1.1 Configuration Instructions

Issue Addressed ACR 471: The system crashes while executing iLog Rule Test case The Upgrade Promotion function does not correctly apply constraints

12-1NT21HP

12-1N3J0VT

8.1.1.1

Data Quality
Other
In Siebel 8.1.1, Data Quality does not work as expected if both DeDup and DataCleansing are enabled Data Validation Manager: Nonactive fields are activated by the DVM engine 12-1STTNB0 12-1PCDF0P 8.1.1.1

12-1RSRZYQ

12-1QV5W5B

8.1.1.1

Financial Services
Other

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Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 12-1R3SH2T Change Request ID 12-1QCSQ49 Fixed in Version 8.1.1.1 Configuration Instructions

Issue Addressed 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 12-1QDA84B 12-1ORDCF9 8.1.1.1

The 'FINS CEM Calculation' Business Service 'Calculate' method does not work after users drill down

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 157.

General
Access Control

616

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Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 121O4OGQ1 Change Request ID 12-1L89B79 Fixed in Version 8.1.1.1 Configuration Instructions

Issue Addressed Prevents users from opening multiple sessions on the Mobile Web Client (ACR 432)

Application Deployment Manager


HTTP deployment of the Rules engine data type fails ACR456: Allows users to perform Assignment Manager bulk-data maintenance (CRUD on Rules, Positions, candidates and so forth) through client views and screens ACR 456: Within the transaction log, the time stamp is not correct for imported and exported files (Linux-specific error) 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 ACR 456: The default value for export operations should be Upsert ACR 456: When users attempt to import an empty csv file, they do not receive an error message ACR 456: If exported data contains a percentage sign, the import fails ACR 456: Improves the quality of Assignment Manager error messages related to ACR 456 12-1QODT6O 12-1Q2NT7U 12-1PZOO3C 12-1ORUZ7R 8.1.1.1 8.1.1.1 Yes, see Instructions for ACR 456 on page 103.

12-1TXC0BL

12-1TXC0A2

8.1.1.1

Yes, see Instructions for ACR 456 on page 103. Yes, see Instructions for ACR 456 on page 103.

12-1TKAELA

12-1TKAEJI

8.1.1.1

12-1TETVRS

12-1TE65KB

8.1.1.1

12-1TETVPG

12-1TETVNL

8.1.1.1

Yes, see Instructions for ACR 456 on page 103.

12-1TETVMR

12-1TETVL9

8.1.1.1

12-1SZ4I4Z

12-1SZ4I3F

8.1.1.1

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Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 12-1SUAR8D Change Request ID 12-1SREMIN Fixed in Version 8.1.1.1 Configuration Instructions Yes, see Instructions for ACR 456 on page 103. Yes, see Instructions for FR 12-1SSUPOB on page 748. Yes, see Instructions for ACR 456 on page 103. Yes, see Instructions for FR 12-1SSUPF2 on page 747. Yes, see Instructions for ACR 456 on page 103. Yes, see Instructions for FR 12-1SSCJTW on page 748. Yes, see Instructions for ACR 456 on page 103.

Issue Addressed 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 ACR 456: Within the AdminGroup > Skill view, the Import Data Skill button is not required 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 ACR456: Deleting a missing portion of an input record does not yield an error message 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 ACR 456: The dialog box name for Import displays as Position Skill Export but it should be Position Skill Import ACR456: When the server is bounced, the ServerDataSrc folder in the log directory is deleted

12-1SSUPOB

12-1SSUPNP

8.1.1.1

12-1SSUPFB

12-1SSUPCK

8.1.1.1

12-1SSUPF2

12-1SSUPD9

8.1.1.1

12-1SSUPET

12-1SSUPE3

8.1.1.1

12-1SSCJTW

12-1SSCJQY

8.1.1.1

12-1SREMH3

12-1SREMB7

8.1.1.1

618

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Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 12-1SREMAH Change Request ID 12-1SREM9V Fixed in Version 8.1.1.1 Configuration Instructions Yes, see Instructions for ACR 456 on page 103.

Issue Addressed 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-UIF00313) 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 ACR 456: The status of imports does not change, regardless of whether the import succeeded or failed

12-1SPXSIK

12-1SPXSI3

8.1.1.1

Yes, see Instructions for FR 12-1SPXSIK on page 747.

12-1SPXSHM

12-1SPXSGV

8.1.1.1

Yes, see Instructions for ACR 456 on page 103.

Audit Trail
The audit trail is not in sync with server from mobile client Running EIM with EnableEimAuditing set to TRUE leads to an error message 12-1TE6CIJ 12-1RQUQEX 12-1TE6CHR 12-1M0WC9R 8.1.1.1 8.1.1.1

Business Rules
Only one knowledgebase:module combination at a time is active 12-1TARV4S 12-1SW8CMD 8.1.1.1

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Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 121QODHWT 12-1QAH5TF Change Request ID 12-1QL06E5 Fixed in Version 8.1.1.1 Configuration Instructions

Issue Addressed The application may stop functioning when calling Haley Rules from runtime events Data Validation Manager opens database cursors and forgets to close them The Data Validation Engine is not called correctly on the PickRecord event, and rules are fired incorrectly

12-1PLG9R7

8.1.1.1

12-1OVTT1V

12-1NJKYC7

8.1.1.1

Yes, see Instructions for FR 12-1OVTT1V on page 744.

Calendar
With Internet Explorer 8, a double border appears around calendar appointments 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 Todays 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 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. 12-1SJ56UP 12-1SJ56TU 8.1.1.1

12-1SJ56TJ

12-1SJ56SC

8.1.1.1

Yes, see Instructions for FR 12-1SJ56TJ on page 749.

12-1QFPE7F

12-WXG93N

8.1.1.1

620

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Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 12-1PZO53U Change Request ID 12-1OFLU7D Fixed in Version 8.1.1.1 Configuration Instructions

Issue Addressed The Contact icon is not available when drilldown has been configured 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 A user is able to delete an appointment in another user's calendar even with read-only access 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

12-1PZO52G

12-1OB4JHF

8.1.1.1

12-1PZ4Q5K

12-1N31LWO

8.1.1.1

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

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Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 121SDQHGZ 12-1SCQCYI Change Request ID 12-1SDQHGF Fixed in Version 8.1.1.1 Configuration Instructions

Issue Addressed Network Image Creator does not expose both the SEA and the SIA options For the Siebel Web Client, incorrect text appears in the base.txt file After a new Gateway Name Server has been created, the installer crashes when navigating back to the main menu Provides an OPatch to allow customers to install or uninstall 8.1.1 Quick Fixes for Siebel Tools or Siebel Mobile Web Client The Publish product information to Siebel Update Server option in Network Image Creator is obsolete and should not display Users are unable to install multiple languages using the Unattended Configuration function

12-1SCQCXT

8.1.1.1

12-1RZ1JB1

12-1RNH59T

8.1.1.1

12-1R7SLGL

12-1R7SLG1

8.1.1.1

12-1QH5ECK

12-1QDRA0T

8.1.1.1

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 736.

Other
After Siebel 8.0.0.2 QFA205 has been apllied, the Dedicated Client crashes when the Business Service Invoke method is called Changes the default value for "allow reverse scans" for DB2 v9 12-1TK99SO 12-1SM30JX 8.1.1.1

12-1TS5GM7

12-1S5BJ8W

8.1.1.1

622

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Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 12-1TK99Q5 Change Request ID 12-1TAR58L Fixed in Version 8.1.1.1 Configuration Instructions

Issue Addressed 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 Improves the quality of error messages related to integrations The DBinit function fails on the mobile client 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'.(S BL-DAT-00323) If a script references an object using "with" so that methods do not have to repeatedly use the object reference, the script fails After QF6501 has been applied, using Find functionality causes a runtime error Replacement of OCIStmtFetch with OCIStmtFetch2 for Oracle 10g support Calling GetService in eConfigurator scripts queries all available services, not just the one specified in the function's argument, which can cause performance degradation Provides Next Step capability for TASK UI The Gateway Server cannot connect to the database

12-1SXOQ2S 12-1SUB0QJ 12-1SSUEYF

12-1SXP5CT 12-1SUAZVN 12-1SSCEWB

8.1.1.1 8.1.1.1 8.1.1.1

121SBQM0M

12-1RVOMWT

8.1.1.1

12-1S7SIUA

12-1S1FXDF

8.1.1.1

12-1S2JFXL

12-1S2JFWV

8.1.1.1

12-1RGSQ74

12-1R1VZN3

8.1.1.1

12-1REDG33 12-1RAJFNC

12-1REDG1H 12-1PBDVO1

8.1.1.1 8.1.1.1

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

62 3

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.1 Fix Pack

Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 12-1RDFC53 12-1R84Y40 Change Request ID 12-1QER4G3 12-1R4AL4P Fixed in Version 8.1.1.1 8.1.1.1 Configuration Instructions

Issue Addressed Invoking methods in .NET COM dlls sometimes fails in eScript 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-Managerbased task Having only a single line of script in ST engine causes a runtime error Within eScript, when variables used in "with" blocks are declared outside of the "with" block, they are not recognized When certain scripts are used in the new scripting engine, cursor leaks occur 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("HTTPCertA uthority", "CN=DPTIPSEC,DC=dwpptp,DC =londondc,DC=com"); // Set the Serial Number of the Client Certificate oInputs.SetProperty("HTTPCertS erialNo", "1107BA79000000000002"); the certifications are not found During upgrade attempts, the Development database DDLIMP fails while attempting to recreate existing indexes

12-1QXJDNV

12-1Q7IUCR

8.1.1.1

12-1QXJDMR

12-1Q9Z7W1

8.1.1.1

12-1QODT7F

12-1PMW6OI

8.1.1.1

121QODWZU

12-1OQU1KJ

8.1.1.1

12-1NU063L

12-1NTZMQP

8.1.1.1

624

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Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID Change Request ID Fixed in Version Configuration Instructions

Issue Addressed

PIM Server Integration


If a PIMSI share is unavailable at startup, the PIMSI Engine component dies When an Exchange calendar item includes "mailto:address@domain.com" (as opposed to "address@domain.com"), the item is not parsed properly during inbound synchronization There is no email notification when a record is not processed by Exchange Connector System-wide configurations performed for UserMailBoxID are not reflected in the logs SSSE skips record-level failures of any kind during integration Contact categories other than "Siebel Contact" are not preserved during outbound contact sync When synching, an error indicating a duplicate attendee is shown in the attendee cache If the "Category Field" for the contact domain is changed from the default "Category," contact matching fails during synchronization Provides support for Outlook 2007 Embedded Outlook Calendar (ACR 369) ACR 481: Provides the ability to ignore Outlook appointments/ tasks based on "Private" flag 121MQCM12 12-1S2WDXF 12-1MQCFNM 8.1.1.1

12-1RW60TB

8.1.1.1

12-1RPHOHG

12-1RPHO7U

8.1.1.1

12-1R7MVJZ

12-1L51WBF

8.1.1.1

12-1QUOI8I 12-1QTPBL0

12-1QT8EZN 12-XLYU4T

8.1.1.1 8.1.1.1

12-1QL0MAF

12-1QJJA4H

8.1.1.1

12-1QDR9DV

12-1QBCIEN

8.1.1.1

12-1P1AWIT

12-1OXSN8J

8.1.1.1

12-1MX8ZG9

12-1LY4V61

8.1.1.1

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62 5

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Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 12-1MQCFG3 Change Request ID 12-1MBR3N7 Fixed in Version 8.1.1.1 Configuration Instructions

Issue Addressed 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

Platforms
Applications do not switch from http to https when SecureBrowse = TRUE, HTTPS The Mainwin version command ("mwversion") does not display the version and patch level On Solaris, after Siebel 8.1.1.1 has been installed, the Call Center application is unavailable 12-1TK84BZ 12-HFIYXK 8.1.1.1

12-1T8C7B4

12-1T8C79H

8.1.1.1

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 Transaction Processor becomes slow when it processes large setbased transactions logged by EIM On the local database, manager visibility is not changed after subordinates have been removed If you have more than one caseinsensitive indexed column on a table, GennewDb fails Repagent fails with the following error message: ORA-01400: cannot insert NULL into ("ORA05299"."S_AUDIT_ITEM". "BUSCOMP_NAME 12-1U087L1 12-1S7PRXF 8.1.1.1

12-1TK4ZPR

12-1T2IN2L

8.1.1.1

12-1SPGXZK

12-1S4C8GR

8.1.1.1

12-1SC3OLN

12-1S8QNHX

8.1.1.1

12-1R1VGZM

12-1R1VGYV

8.1.1.1

626

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Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 12-1QU74G4 Change Request ID 12-1NWCZ8F Fixed in Version 8.1.1.1 Configuration Instructions

Issue Addressed MLOV-enabled fields display incorrect values after applying CIAI table changes to database Applying database schema kits fails if CIAI is enabled on S_USER When the initialization process is attempted on the Siebel Mobile Web Client, users receive the following error message: "An Unsupported Operation was attempted. Login lockout time is expressed in days instead of minutes and the value can only be an integer

12-1QODYE6

12-1Q71PB5

8.1.1.1

12-1Q25ZLO

12-1EFZ3Q9

8.1.1.1

121HMLBHM

12-1H2HO3L

8.1.1.1

Report Designer
The BI Publisher Report applet cannot be closed using the X icon 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. 12-1RAJ9OJ 12-1Q353O9 8.1.1.1 12-1SQFISM 12-1SFP3WR 12-1SQFIRV 12-1SFP3UM 8.1.1.1 8.1.1.1 Yes, see Instructions for BI Publisher Enhancements on page 456.

Users are unable to update the rtf template in the Report Template Registration view for existing records

Reports Server
Within the Schedule a Report dialog box, when users click the Cancel button, the window does not close When users click the BIP icon > Account List Report link, the application crashes 12-1TCP6D1 12-1TCP6BM 8.1.1.1

12-1U5S3EF

12-1U5S3DL

8.1.1.1

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

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Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.1 Fix Pack

Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 12-1TH5MF4 Change Request ID 12-1TH5MDM Fixed in Version 8.1.1.1 Configuration Instructions

Issue Addressed BI Publisher: Users are unable to choose a different report format once they have run a report using the default method BI Publisher: Clicking the Close button does not close the Report window The BIPDataService.xml and BIPSiebelSecurityWS.xml files are missing from the patch installer BI Publisher: The SiebelXMLP.jar file is outdated The path of dataservice.wsdl is hardcoded to a absolute path BI Publisher: The XMLP Driver Service Business Service is missing the GetAllRoles method Error messages display behind the active window and users must minimize the application window to be able to see the error messages 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 Users who do not have the appropriate responsibility can see the Schedule Reports menu When users download a template from AdministrationBIP 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

12-1TH5MDA

12-1TH5MBQ

8.1.1.1

12-1TG6D0Q

12-1TG6D01

8.1.1.1

12-1TG5CZR 12-1TG5CYT 12-1TG5EFC

12-1TG5CZ2 12-1TG5CY4 12-1TG5EED

8.1.1.1 8.1.1.1 8.1.1.1

12-1TE6GDE

12-1TE6FZ1

8.1.1.1

12-1TE6GD3

12-1TE6G7O

8.1.1.1

12-1TDOSFC

12-1TDOSDX

8.1.1.1

12-1TCP6DA

12-1TCP6A6

8.1.1.1

628

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Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 12-1TCP6A1 Change Request ID 12-1TCP68R Fixed in Version 8.1.1.1 Configuration Instructions

Issue Addressed 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 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 When users schedule reports using the Run Immediately option in PDF format, and then click the Schedule button, the Schedule Report window resizes 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

12-1TB8SBT

12-1TAREQG

8.1.1.1

12-1TB8S9I

12-1TAREOW

8.1.1.1

12-1TB8S8G

12-1TARENH

8.1.1.1

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62 9

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Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 12-1SW88PJ Change Request ID 12-1SW88O5 Fixed in Version 8.1.1.1 Configuration Instructions Yes, see Instructions for BI Publisher Enhancements on page 456.

Issue Addressed 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

Provides XMLP Integration Schedule Reports functionality

12-1SFP3X0

12-1SFP3TR

8.1.1.1

Yes, see Instructions for BI Publisher Enhancements on page 456.

Provides XMLP Integration - User Management, and new Web services for BI Publisher's new Security Model 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 Within Siebel Tools > Object Explorer, the Reports option should not display Missing Method Input Arguments for XMLP Driver Service Business Service

12-1SFP3W8

12-1SFP3VD

8.1.1.1

12-1QJJWDF

12-1Q37ZF9

8.1.1.1

12-1QDRPN2

12-1PS529D

8.1.1.1

121QDRNNC

12-1PW3PQ9

8.1.1.1

630

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Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 12-1QCSJWS Change Request ID 12-1P90KAL Fixed in Version 8.1.1.1 Configuration Instructions

Issue Addressed Corrects instances of BIP to BI Publisher throughout the interface 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 737.

Search
ACR 403: Users cannot open the search center from the All Opportunities page ACR403: Drilldown on Search results does not work 12-1RBZCK1 12-1NCHNGC 8.1.1.1 Yes, see Instructions for ACR 403 on page 47. Yes, see Instructions for ACR 403 on page 47. Yes, see Instructions for ACR 403 on page 47. Yes, see Instructions for ACR 439 on page 96. Yes, see Instructions for FR 12-1S7PQRR on page 744. Yes, see Instructions for ACR 439 on page 96.

12-1S1XV7D

12-1NGQQVD

8.1.1.1

Provides Disconnected Search for Siebel Mobile Client (ACR 403) ACR439: Provides the ability to show Search results in the left pane. ACR 439: After Search Center is closed, Last Find and its search criteria are not retained Prepopulates Search terms and sets defaults in the search task pane (ACR 439)

12-1L9AXI2

12-1L8TZWR

8.1.1.1

12-1M7YTQL

12-1M7YTKT

8.1.1.1

12-1S7PQRR

12-1R49VTZ

8.1.1.1

12-1RBZCM1

12-1NCHP85

8.1.1.1

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

63 1

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.1 Fix Pack

Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 12-1TARBRC Change Request ID 12-1TARBQD Fixed in Version 8.1.1.1 Configuration Instructions Yes, see Instructions for ACR 452 on page 101.

Issue Addressed 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' ACR 452: Provides Siebel Search support for languages other than ENU ACR452: OSES Integration uptake: Auto keyword generation ACR452: OSES integration uptake: Search by file format

12-1TARYMD

12-1T0KYST

8.1.1.1

Yes, see Instructions for ACR 452 on page 101. Yes, see Instructions for FR 12-1P5O4RM on page 737. Yes, see Instructions for ACR 452 on page 101. Yes, see Instructions for ACR 452 on page 101. Yes, see Instructions for ACR 452 on page 101.

12-1P5O4RM

12-1OQD10Y

8.1.1.1

12-1P5O4MN

12-1OQD13S

8.1.1.1

ACR452: OSES integration uptake: Mixed Operator Search

12-1P56B8M

12-1ORBTGJ

8.1.1.1

ACR452: OSES integration uptake: Dynamic Weights

12-1ORBTNH

12-1ORBTM7

8.1.1.1

The Administration - Mobile Search > Search Index Settings > SCC FTP Location field label is incorrect

12-1S1XV5H

12-1OXSZ78

8.1.1.1

632

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Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 12-1RPEVGE Change Request ID 12-1QJ1W1B Fixed in Version 8.1.1.1 Configuration Instructions

Issue Addressed 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 With Siebel 8.0.0.5, using Siebel Find to drill down into records and then clicking the Back button results in the SBL-UIF00335 error message With Oracle SES, when searches contain quotation marks, the queries fail Allows customers to toggle between views (ACR 439)

12-1RH9JAH

12-1R4A1BH

8.1.1.1

12-1RGSQ4A

12-1PBVDYL

8.1.1.1

12-1RBZCO1

12-1N3J0NR

8.1.1.1

Yes, see Instructions for ACR 439 on page 96.

The sequence in the Look In drop-down list does not change even after the sequence has been changed in Siebel Tools (ACR 439) (ACR403): Does not contain/ Exact Phase/with exact phase is not working properly Allows Find and Attach functionality to have the parent relationship be based on the parent applet (ACR 439) ACR 439: Associates button availability based on the parent applet, as with Siebel applications version 7.8

12-1RBZCN1

12-1NABW5J

8.1.1.1

12-1RBZCJ1

12-1NFSUUI

8.1.1.1

12-1RBZCI0

12-1O4OT5J

8.1.1.1

Yes, see Instructions for ACR 439 on page 96. Yes, see Instructions for ACR 439 on page 96.

12-1RBZCH0

12-1O4OT68

8.1.1.1

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63 3

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Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 12-1RBZCFZ Change Request ID 12-1O4OT7M Fixed in Version 8.1.1.1 Configuration Instructions Yes, see Instructions for ACR 439 on page 96.

Issue Addressed 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) ACR439: Implements Preview with Search functionality to match the behavior that was available with Siebel applications version 7.x ACR439: Converts "Saved Searches" from an HTML list to a drop-down pick list ACR439: The Advanced Search button should only be activated when a search engine has been configured ACR 439: Blank records are yielded when users perform the Find operation After ACR 439 has been applied, Previous Search criteria are lost There should not be a Search Definition dependency for the FIND function Makes "Recent Saved Searches" only appear when a search engine has been configured

12-1RBZCEZ

12-1O4OT91

8.1.1.1

Yes, see Instructions for ACR 439 on page 96. Yes, see Instructions for ACR 439 on page 96.

12-1RBZCDZ

12-1O4OTAF

8.1.1.1

12-1RBZCCX

12-1O4OTBW

8.1.1.1

121RBZCBW 12-1RBZCAU 12-1RBZC9U

12-1P55M4B

8.1.1.1

12-1P55M5L 12-1PG7SQT

8.1.1.1 8.1.1.1

12-1RBZC8U

12-1PLXUCJ

8.1.1.1

634

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

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Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 12-1RBI95M Change Request ID 12-1PZ42DC Fixed in Version 8.1.1.1 Configuration Instructions

Issue Addressed When Windows Desktop Search is not installed, Basic Search unexpectedly closes the Mobile Client. ACR 452: Exact Search with quotes replaces delimeters with &quote: ACR 403: Indexing is not working on the Mobile Web Client ACR 452: Data import using import.bat fails ACR 452: Auto Keyword Generation is not refining the Search ACR 452: Searching for strings with double quotes or "None of These Words" yields an error message ACR 452: Searching using a wildcard or a single letter followed by a wildcard should yield an error message but it does not 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

12-1TAA6DH

12-1SZEIXA

8.1.1.1

12-1STT0AE 12-1STTMYT 12-1TYARO5

12-1STT095 12-1STTMY4 12-1TYARMF

8.1.1.1 8.1.1.1 8.1.1.1

12-1TUW2TZ

12-1TUW2RV

8.1.1.1

12-1TUW2PA

12-1TUW2IJ

8.1.1.1

12-1THOE42

12-1THOE3D

8.1.1.1

Yes, see Instructions for ACR 452 on page 101.

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63 5

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.1 Fix Pack

Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 12-1TD6T75 Change Request ID 12-1TD6T55 Fixed in Version 8.1.1.1 Configuration Instructions

Issue Addressed 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)" 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. ACR 452: Adds the following text boxes for Siebel Search: All these words Any of these words Exact Phrase None of these words

12-1TAA6DT

12-1SZEIZE

8.1.1.1

12-1SX7AHU

12-1SX7AGD

8.1.1.1

Yes, see Instructions for ACR 439 on page 96.

636

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Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 12-1SX7AF4 Change Request ID 12-1SW7MFH Fixed in Version 8.1.1.1 Configuration Instructions

Issue Addressed 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)" ACR 452: Exact Phrase search does not work 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 ACR 452: Packages the Search_Engine_Config.xml and ACR452_Seed_Import.dat files for the 8.1.1.1 Fix Pack ACR 452: Searching on filesystem records (Filesystem connector configured through Remote Administration) yields no results ACR452: SES Integration uptake: Remote Administration configuration The application hangs when users click the Advanced Search link in the Search pane After ACR 403 has been installed, users are unable to find the 'Admin-Mobile Search' screen after running the dataimp utility

121SW7MBM 12-1SVPBQO

12-1SW7MAD 12-1SVPBOZ

8.1.1.1 8.1.1.1

12-1STTMVR

12-1STTMUS

8.1.1.1

12-1SN2A27

12-1SINAGI

8.1.1.1

121SMKDVD

12-1S0YCKL

8.1.1.1

Yes, see Instructions for ACR 452 on page 101.

12-1SJ62UA

12-1OUTTD2

8.1.1.1

12-1SJ62U0

12-1R4A0N4

8.1.1.1

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

63 7

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.1 Fix Pack

Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 12-1SLL019 Change Request ID 12-1SLL00K Fixed in Version 8.1.1.1 Configuration Instructions

Issue Addressed 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 Improves the usability of the 'SBL-SRH-50049' error message ACR 403: The discon_symbstring.sif and Disconnected.sif files are missing from TOOLS\REPPATCH ACR 439: The ACR439.sif folder is missing from Tools\REPPATCH Within the Server_Manager prompt, Component Search displays as unavailable Resolves a problem where the Save Search button does not work (ACR 403) Incremental Index Processor gives error SBL-OMS-00203 when there are no records to process (ACR403): Users are not able to search for date ranges from the Advance Search page 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

12-1SF7RL4 12-1S78VAI

12-1SF7RJR 12-1QR8QLH

8.1.1.1 8.1.1.1

12-1S5T74H 12-1S5B5AV

12-1S5T73Q 12-1S5B5AB

8.1.1.1 8.1.1.1

12-1S1XV6F

12-1NK1UOB

8.1.1.1

12-1RFD4GC

12-1ISHFB1

8.1.1.1

12-1RBZCL1

12-1NCHNBI

8.1.1.1

12-1RBZC7U

12-1PZ4263

8.1.1.1

638

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Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 12-1RBI96O Change Request ID 12-1PZ42BP Fixed in Version 8.1.1.1 Configuration Instructions

Issue Addressed 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) . 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 After ACR 403 has been applied, using the Index All function throws the error message "Unable to load message 0x1(SBL-GEN-00001) Searching on SR Attachments does not work correctly The seed_disconn files are not getting created after the ACR403 patch for JPN has been applied Refresh Indexing Search Objects for Oracle SES crashes the Object Manager.

12-1RBI94M

12-1PZ42F9

8.1.1.1

12-1RBI93M

12-1PZ42NW

8.1.1.1

12-1RBI92C 12-1RBI919

12-1PX52N2 12-1Q06HNN

8.1.1.1 8.1.1.1

12-1QH55SI

12-1Q0IVZ5

8.1.1.1

Security

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63 9

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.1 Fix Pack

Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 12-1T03XZ8 Change Request ID 12-1SK50OF Fixed in Version 8.1.1.1 Configuration Instructions

Issue Addressed Include Mainwin 5.0.4 patch to enable certificates to work on Unix Port ACR329 Support of Security Certificates in Mainwin 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 Corrects a cross-site scripting (XSS) vulnerability found with default drilldown fields in the high-interactivity application LDAP Security adapter crashes when used with Global Catalog parameters Security Certificates with key size larger than 4096 bits fail on Unix Mainwin fails to verify valid intermediate certificates

12-1ROFZHA 12-1R1VGML

12-1RDWN1J 12-1PX49PY

8.1.1.1 8.1.1.1

12-1R1VGM2

12-1LEFWYP

8.1.1.1

12-1QYIC79

12-1PE9R2X

8.1.1.1

12-1Q35S5Q

12-1P56BSF

8.1.1.1

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

640

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Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 12-1SN6XG9 Change Request ID 12-1QXJEX5 Fixed in Version 8.1.1.1 Configuration Instructions

Issue Addressed Connection requests disappear between SCBroker and the Object Manager A SRProc crash/timeout occurs on server startup, and jobs remain in the "Queued" state Addresses a memory leak related to Siebel Self-Service Applications Customappobjmgr tasks are timing out and sessions are not closed The garbage collector crashes during logoff when CTI is enabled

12-1RAJ7XO

12-1QTP7FD

8.1.1.1

12-1R759QW

12-1R759QB

8.1.1.1

12-1R4AO4X

12-1R4AO4B

8.1.1.1

12-1P4OFB1

12-1OVC1X9

8.1.1.1

Siebel Sync
SSSE Embedded Outlook Calendar fails on IE7 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 ACR 369: Updates the permissions script to grant permissions using Exchange Shell Provides the ability to use Exchange as system of record for calendar attendees 12-1QYIVKD 12-1Q06AUV 12-1NSKQ0N 12-1OFLUNH 8.1.1.1 8.1.1.1

12-1O3Y6VC

12-1O1KGDB

8.1.1.1

12-1N1QJYA

12-1LTGS5B

8.1.1.1

Task UI

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64 1

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Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 12-1R3BC6V Change Request ID 12-1Q5L8AP Fixed in Version 8.1.1.1 Configuration Instructions

Issue Addressed 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) 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 Siebel Tools crashes while compiling Siebel 8.0.0.5 QF0593 With the ST Engine turned on, the "with" statement does not behave as expected When script in an applet uses the this.InvokeMethod("WriteRecord ") syntax and an error occurs, the event name displays instead of an error message The SetProperty control method with the Visible property can only hide a control, regardless of whether or not the value is True or False 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 12-1U57ONN 12-1TYAW7D 8.1.1.1

12-1TK99PA 12-1QY0ZK6

12-1THNFAT 12-1OJJKWB

8.1.1.1 8.1.1.1

12-1QQAF3Y

12-1QBCBPP

8.1.1.1

12-1QDRNTS

12-1PT56EL

8.1.1.1

12-1Q4577F

12-1PPRMZF

8.1.1.1

642

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Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 12-1Q4576Z Change Request ID 12-1PPRMYV Fixed in Version 8.1.1.1 Configuration Instructions

Issue Addressed Users experience problems when running multiple sessions of Siebel Tools on the same machine while running LMU imports 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 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 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 12-1RA1UL7 12-1RA1UJN 8.1.1.1

12-1RAKHWJ

12-1Q355KL

8.1.1.1

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 When workflow calls a subprocess workflow which includes an Siebel Operation to set field values, an error is encountered 12-1TYBITJ 12-1PILZD3 8.1.1.1

12-1S9RQQJ

12-1P56A6N

8.1.1.1

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

64 3

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.1 Fix Pack

Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 12-1S3DS71 Change Request ID 12-1NQOD87 Fixed in Version 8.1.1.1 Configuration Instructions

Issue Addressed When a subtask is called from a main task, the application crashes Workflow processes based on runtime events may not pick up lists of values

12-1RF7CDZ

12-1PE9QNX

8.1.1.1

Life Sciences
Activity
When users try capture signatures more than once in a particular session, the application crashes Users are unable to multi-select and add multiple attendees to a meeting 12-1T9SI6C 12-1T9SI5L 8.1.1.1

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 Duplicate records display in the Sample Pick Applet when users try to add a Line Items for InProgress Transactions from Siebel Life Science application versions prior to version 8.1.1 The system displays an error message when users try to adjust "Processed" transactions from previous Siebel Life Science application releases An error message displays when users try to acknowledge "In Transit" transactions in Samples > Received Samples 12-1R75OVY 12-1Q72AR6 8.1.1.1

121R75OUW

12-1Q72APO

8.1.1.1

12-1R75OTU

12-1Q72AO5

8.1.1.1

12-1R75OSS

12-1Q72AMN

8.1.1.1

644

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Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 12-1R75ORL Change Request ID 12-1Q72AL7 Fixed in Version 8.1.1.1 Configuration Instructions

Issue Addressed Shipped Quantity for the "Processed with Discrepancies" records in the Received Samples does not show up correctly The transactions for "Processed with Descrepancies" records do not update to Processed status 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

12-1R75OQK

12-1Q72AJR

8.1.1.1

12-1R75OPJ

12-1Q72AJ1

8.1.1.1

Other
Adds all of the 8.1.1 views to the sia_options.txt file Users are unable to save campaign responses in the Contact Call Detail view The Data Migration service returns an error when executed from a Workflow 12-1TENX5R 12-1SJO29Z 12-1TENX4H 12-1I3ER4T 8.1.1.1 8.1.1.1 Yes, see Instructions for FR 12-1SJO29Z on page 749. Yes, see Instructions for FR 12-1R75OOH on page 750.

12-1R75OOH

12-1Q25Q6M

8.1.1.1

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 No records display for Samples, Promotion Items, or Product Details within the Sample Management > Allocations and Call Activities > Product Focus screens 12-1TS6L62 12-1TS6L3P 8.1.1.1

12-1R75OZ4

12-1Q8JEWD

8.1.1.1

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64 5

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.1 Fix Pack

Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 12-1R75OY2 Change Request ID 12-1Q7IP1X Fixed in Version 8.1.1.1 Configuration Instructions

Issue Addressed Users are able to drop controlled substances to an SRE exception Contact Type for a State

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

Loyalty
Loyalty 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 When a member has a negative balance, when a member redemption transaction is cancelled, the point balance is not updated correctly 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 Accrual cancellation leads to used points having values greater than their accrued value 12-1U5SIWR 12-1U5SIW7 8.1.1.1

12-1TUEX0T

12-1Q5L7UL

8.1.1.1

121TDOGWU

12-1TDOGV5

8.1.1.1

12-1T9RYZS

12-1T9RYZ1

8.1.1.1

646

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Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 12-1T7D8JJ Change Request ID 12-1T7D8HQ Fixed in Version 8.1.1.1 Configuration Instructions Yes, see Instructions for FR 12-1T7D8JJ on page 750.

Issue Addressed When users attempt to merge two members in a Redemption/ Accrual Cancellation Transaction, they receive an error message Redemption Cancelation Transactions with vouchers are rejected in both the Transaction UI and the Task UI Improves the quality of Loyalty application error messages When users create a member, navigate to Tier, and click Process Tier Change, the member is not promoted to a new tier 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'.(S BL-BPR-00162) Redemption cancellation overide points functionality should not redeem extra points Duplicate processing of objects by loyalty batch engine Improves the overall performance of Batch Tier processing

12-1T7D8HE

12-1T7D8F3

8.1.1.1

12-1T6VXJE 12-1T6DMP5

12-1T6VXHT 12-1T6DMOL

8.1.1.1 8.1.1.1

12-1SJ5HRQ

12-1SJ5HQ6

8.1.1.1

12-1S5BJ6K

12-1S5BJ59

8.1.1.1

Yes, see Instructions for FR 12-1S5BJ6K on page 745.

12-1R84WIL 12-1R7NHCI

12-1R8LQY9 12-1QUO2ZN

8.1.1.1 8.1.1.1 Yes, see Instructions for FR 12-1R7NHCI on page 750,

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64 7

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.1 Fix Pack

Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 121R0WC2Q 121R0WC2D Change Request ID 12-1QK0TP5 12-1QU76SD Fixed in Version 8.1.1.1 8.1.1.1 Configuration Instructions

Issue Addressed Duplicate tier processing occurs on the Linux platform 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':(SBLBPR-00162) 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 Loyalty Batch Engine processes records twice There is a discrepancy between the point expiration date and accrual cancellation process

12-1QYI9WX

12-1Q3NKNZ

8.1.1.1

12-1QXAZCF 12-1QK1D4H

12-1P2S23P 12-1P18LL9

8.1.1.1 8.1.1.1

Loyalty Manager
If accrued points have already been consumed, the transaction cancellation should take the next available accrual points Provides a Web service to serve as a wrapper for Accrual simulation calls Auto creation of point blocks for prepaid partner is not working 12-1RVNZS9 12-1RVNZQZ 8.1.1.1

121R0WV7D 12-1QYI9WB

12-1PV3QSH

8.1.1.1

12-1Q3NIC7

8.1.1.1

Yes, see Instructions for FR 12-1QYI9WB on page 741.

648

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Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 12-1QYI9VW Change Request ID 12-1Q5L30R Fixed in Version 8.1.1.1 Configuration Instructions Yes, see Instructions for FR 12-1QYI9VW on page 741.

Issue Addressed Provides RTF template changes to fix an issue where Voucher Statements (VoucherIssue, Cancellation) are not displaying Issue Date & Expiration Date correctly An error message displays whenever the 'Raise Dispute' functionality is invoked for a transaction Language transalation issue and requires code fix

12-1QYI9U5

12-1Q71LSD

8.1.1.1

12-1QYI9TU

12-1Q7IR96

8.1.1.1

Marketing
Campaigns
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 Changing a node on a segment tree clears all of the allocation information Campaign Allocation applet does not show correct counts when segments are changed and Refresh Tree is used "Token Number" is corrupted when "Allow Repeated Contacts Within Load" is checked 12-1S2FFRD 12-1S2FFQT 8.1.1.1 Yes, see Instructions for FR 12-1S2FFRD on page 745.

12-1QNF55C

12-1OD2S71

8.1.1.1

Yes, see Instructions for FR 12-1QNF55C on page 741.

12-1QAH5RH

12-1PV3ANX

8.1.1.1

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

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64 9

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Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 12-1TXC0I6 Change Request ID 12-1TXC0GS Fixed in Version 8.1.1.1 Configuration Instructions

Issue Addressed Responses are not being generated for automatic trackable URLs 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 HTML Editor incorrectly appends HTTP prefix to links Response loading is using first name only to determine if the contact exists 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 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 Provides a mechanism to autogenerate Form HTML that can be embedded in custom page Not all URLs appear in the Verify and Preview window URLs are not automatically trackable Survey responses are not linked to campaigns

12-1TVEKTK

12-1TVEKS3

8.1.1.1

12-1T30JMR 12-1RNH75K

12-1NP9FJ9 12-1NWCQ7S

8.1.1.1 8.1.1.1

12-1RBI8H4

12-1R75VHI

8.1.1.1

121QVMOSS

12-1QNF5R9

8.1.1.1

121QODWTG

12-1M6V1A0

8.1.1.1

12-1QNF521 121NQOGCK 12-1NQP3ON

12-1P0SCHD 12-1NQ7TYV 12-1NLY66Z

8.1.1.1 8.1.1.1 8.1.1.1

Events

650

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Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 121NGQSNW Change Request ID 12-1NC0KKJ Fixed in Version 8.1.1.1 Configuration Instructions

Issue Addressed Confirm Registration fails when contacts were added to events through campaign load

Marketing Server
Waves are assigned a single record if the first wave setting has 0% allocation When contact planning rules are defined for treatment channels, mutual exclusion cannot be guaranteed completely SOAP arguments must be configured when using Campaign Load to external tables Campaign Launch does not attempt to generate a list file when there are zero contacts in a Wave Campaign Load not updating Load Count when loading external tables The 'Date Scheduled' field for Campaign Wave does not populate when a future date is selected 12-1QY0YIW 12-1P81NNZ 8.1.1.1

12-1QNF549

12-1OD2S8L

8.1.1.1

Yes, see Instructions for FR 12-1QNF549 on page 750.

121QMX8WH

12-1K3ZEIQ

8.1.1.1

12-1QMXRDI

12-1K3ZEFN

8.1.1.1

12-1QMXR8X

12-1K1EYLP

8.1.1.1

121QNEGM0

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-DAT00523) 12-1R84VR3 12-1R7N6Z2 8.1.1.1

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65 1

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.1 Fix Pack

Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 12-1R7N6XZ Change Request ID 12-1R7N6O0 Fixed in Version 8.1.1.1 Configuration Instructions

Issue Addressed 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 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 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. When list import is performed with a prospect ID that does not exist, a new prospect is created Event Trigger Execution results in huge memory consumption for Workflow Process Manager

12-1QZXLZJ

12-1QZXLY0

8.1.1.1

12-1QZXLWZ

12-1QZXLVJ

8.1.1.1

12-1QY0ZJ0

12-1NMF0K5

8.1.1.1

121QWLCO2

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

652

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Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 12-1RA4BEH Change Request ID 12-1OA5PY7 Fixed in Version 8.1.1.1 Configuration Instructions

Issue Addressed 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 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 Solutions
Handheld 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 Applying the Siebel Anywhere SRF upgrade kit causes Handheld three-way sync to hang When a database is extracted with the BCP file type, scripts containing "\n" are wrongly imported on the local database 12-1SW7Q25 12-1SREMMN 8.1.1.1

12-1P2RFO0

12-1P2RFND

8.1.1.1

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

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

65 3

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.1 Fix Pack

Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID Change Request ID Fixed in Version Configuration Instructions

Issue Addressed

Partner Relationship Management


Other
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 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 12-1S8QDC7 12-1S8QDAZ 8.1.1.1

12-1RIPG3X

12-1RIPG2H

8.1.1.1

654

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Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.1 Fix Pack

Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 12-1RIPG1L Change Request ID 12-1RIPG01 Fixed in Version 8.1.1.1 Configuration Instructions

Issue Addressed 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 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 Sector
Case 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 Session warning error messages occur when users try to submit a benefit case for approval 12-1QRQ64V 12-1PLGBAO 8.1.1.1

12-1QCBH4O

12-1QCBH37

8.1.1.1

Other
Creates a source code .jar file Within the Public Sector SelfService application Suppor t> Knowledge Base view, Search functionality does not work 12-1TXC3HB 12-1RNDGN5 12-1T30JOF 12-1RGOB9N 8.1.1.1 8.1.1.1

Sales
Forecasting

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

65 5

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.1 Fix Pack

Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 12-1SCRNIJ Change Request ID 12-1S87JC1 Fixed in Version 8.1.1.1 Configuration Instructions

Issue Addressed 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 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 On viewing subordinates' submitted forecasts from "My Teams forecast" view, managers cannot see data aggregated by defined aggregation levels Adjustment of subordinate forecasts (summary) with percentages is not possible when aggregation has been added

12-1S1Y0WJ

12-1QMWX5R

8.1.1.1

12-1REV2P1

12-1PLH0DT

8.1.1.1

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

Service
Other
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 752.

656

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Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.1 Fix Pack

Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 12-1QV5YIV Change Request ID 12-1PLGZZ3 Fixed in Version 8.1.1.1 Configuration Instructions

Issue Addressed 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 Dates in Activity Plans are not being updated when the date is edited Within Field Service, the isHoliday Business Service does not return the correct outputs 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

12-1QTPTZT

12-1H6LL9V

8.1.1.1

121QQ9WWM 12-1QDRS0L

12-19VLZT3

8.1.1.1

12-1POB949

8.1.1.1

Scheduling
GetElapsedBusinessTime API returns an incorrect result when there are multiple time zone entries 121Q2NN4M 12-1DR0EUR 8.1.1.1

Siebel ECommerce
Assets
Shipping and tax amounts are not included in the Open Order Total field 12-1SW8FCN 12-1SW8FBB 8.1.1.1

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65 7

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.1 Fix Pack

Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 12-1QDSJ0J Change Request ID 12-1NVVGDB Fixed in Version 8.1.1.1 Configuration Instructions

Issue Addressed On the Asset Details page for Individual Accounts, the Bill To Address field is not populated correctly

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 753.

Configurator
With a large number of users running the application concurrently, users receive an error message when they try to configure the product 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 121ROWYK3 12-1RNY6ZZ 8.1.1.1

12-1R3AUZS

12-1R1EKMX

8.1.1.1

658

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.1 Fix Pack

Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 12-1QKI5Z0 Change Request ID 12-1QH5LF3 Fixed in Version 8.1.1.1 Configuration Instructions

Issue Addressed 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 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 Possible application error after a session timeout in E-Commerce 12-1T3ZEBN 12-1T3ZEAB 8.1.1.1

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 At Checkout, on the Shipping and Billing page, session may hang after session time-out. 12-1TD34QN 12-1TD34PB 8.1.1.1

121QDSO0O

12-1L3YXAQ

8.1.1.1

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

65 9

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.1 Fix Pack

Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 121QDSKCD Change Request ID 12-1MQC54B Fixed in Version 8.1.1.1 Configuration Instructions

Issue Addressed 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 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 The application can fail if the Cart line amount exceeds 9,999,999.99 in the local currency

12-1QDRVIG

12-1PEQUVR

8.1.1.1

12-1QDRIUP

12-1Q62WPC

8.1.1.1

Siebel ECommerce for Comms


Assets
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

660

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.1 Fix Pack

Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 12-1S87JBI Change Request ID 12-1S87JA7 Fixed in Version 8.1.1.1 Configuration Instructions

Issue Addressed Users cannot add promotions to ABO-Shopping cart with default selected products 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 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

12-1QFOVBV

12-1QFOVAJ

8.1.1.1

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 Expand By Price does not display the correct results 12-1SMKT33 12-1SMKT1I 8.1.1.1

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 A memory leak occurs when calling the "PSTOIntObjHier" method of EAI Integration Object to XML Hierarchy Converter 12-1SXPC2R "121TXBUGN 12-1SXPC27 12-1TXBUEZ 8.1.1.1 8.1.1.1

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66 1

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.1 Fix Pack

Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 12-1T5Q38F Change Request ID 12-1T5Q375 Fixed in Version 8.1.1.1 Configuration Instructions

Issue Addressed The build XML does not include the "createsourcearchive" target With a large number of users and both Product Promotion and Customizable Product scenarios, the application crashes 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 Within Packages > Configurable Promotions, when users drill down on the Millenium Max 500 Packages field, the "Make Your Selection" option does not appear

12-1STSZ9X

12-1STSZ9B

8.1.1.1

12-1QJ20GR

12-1QJ20FH

8.1.1.1

12-1QDSK6D

12-1MV7OIM

8.1.1.1

662

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.1 Fix Pack

Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 12-1NA4XY1 Change Request ID 12-1MGRVT8 Fixed in Version 8.1.1.1 Configuration Instructions

Issue Addressed 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

New Service
In new service activation (CP) scenario, within the Products page, the Gallery view should display but the List view displays instead 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 12-1QJ2KKN 12-1QJ2KJA 8.1.1.1

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 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 dropdown list, and click Search, a null pointer exception occurs 12-1REVTLR 12-1REVTL7 8.1.1.1

12-1QKIA6G

12-1QKIA53

8.1.1.1

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

66 3

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.1 Fix Pack

Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 12-1QJ2EH3 Change Request ID 12-1QJ2EG6 Fixed in Version 8.1.1.1 Configuration Instructions

Issue Addressed 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

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 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 Provides the web.xml file to synchronize the SIA application to be consistent with the SEA application 12-1TGNL80 12-1TGNL6P 8.1.1.1

12-1T7V47Y

12-1T7V46N

8.1.1.1

12-1QT7T1P

12-1QT7T15

8.1.1.1

664

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.1 Fix Pack

Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 12-1QRQ65Y Change Request ID 12-1PYMH5M Fixed in Version 8.1.1.1 Configuration Instructions

Issue Addressed Within Service screen > Forms > View Forms list applet, when users click on the Form # column to sort, the columns are no longer visible 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 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

12-1SQXAVL

12-1SQXAQE

8.1.1.1

12-1SQXANV

12-1SQXAM3

8.1.1.1

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

66 5

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.1 Fix Pack

Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 12-1SGOEOJ Change Request ID 12-1SGOENZ Fixed in Version 8.1.1.1 Configuration Instructions

Issue Addressed 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.JBO29000: Unexpected exception caught: java.lang.NullPointerException, msg=null 2.java.lang.NullPointerException 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 When a large number of users are running the application concurrently, the Submit button is unavailable when users try to place an order Region Meta data information is missing in the region-metadatatelco.xml file, so there is no no meta data information displayed in the log files 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

12-1SD92ZF

12-1SD92YV

8.1.1.1

12-1S7Q7ST

12-1R84CM9

8.1.1.1

12-1S1XT6D

12-1S1XT5T

8.1.1.1

121ROWYNK

12-1ROWYMN

8.1.1.1

666

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.1 Fix Pack

Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 12-1QZY3ZN Change Request ID 12-1QZY3YD Fixed in Version 8.1.1.1 Configuration Instructions

Issue Addressed 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 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 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 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

12-1QX1W5J

12-1QX1W4A

8.1.1.1

12-1QJJD51

12-1QJJD3P

8.1.1.1

12-1QJ1VD0

12-1PFQ9UO

8.1.1.1

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

66 7

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.1 Fix Pack

Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 12-1QFSBOF Change Request ID 12-1Q9ID59 Fixed in Version 8.1.1.1 Configuration Instructions

Issue Addressed 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 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 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

12-1QE9Z1F

12-1QE9Z0V

8.1.1.1

12-1QE9TXJ

12-1QE9TW8

8.1.1.1

668

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.1 Fix Pack

Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 12-1QDSIK3 Change Request ID 12-1N3LCM7 Fixed in Version 8.1.1.1 Configuration Instructions

Issue Addressed 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 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 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 Requested dates entered during Asset Based Order checkout flow are updated as the requested date +1 in orders Cannot add products to summary of changes page

12-1QDS136

12-1P562C5

8.1.1.1

121QDRWTF

12-1PCCTSH

8.1.1.1

12-1QBC634

12-1QBC61Q

8.1.1.1

12-1QCSND4

12-1Q5L6DJ

8.1.1.1

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

66 9

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.1 Fix Pack

Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 12-1PBY7W6 Change Request ID 12-1PBY7UV Fixed in Version 8.1.1.1 Configuration Instructions

Issue Addressed 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

User Accounts
For a secondary B2B user, the Add New button is disabled for Account Address in the Shipping Details page 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 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 12-1QDRH42 12-1Q9ICDR 8.1.1.1

12-1QC7G4J

12-1QAY5O2

8.1.1.1

12-1PZOA1P

12-1PZOA15

8.1.1.1

Siebel Email Response


General

670

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.1 Fix Pack

Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 12-1TUF2T5 Change Request ID 12-1PLJFC3 Fixed in Version 8.1.1.1 Configuration Instructions

Issue Addressed 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. 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 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 Provides workflows in XML form instead of as SIFs Activities with Unscheduled status are not handled appropriately

12-1T5X07W

12-1T5X06E

8.1.1.1

12-1T5X03L

12-1QL02QT

8.1.1.1

12-1T03SKH 12-1SC99OY

12-1T03SI7 12-1SC99NH

8.1.1.1 8.1.1.1

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

67 1

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.1 Fix Pack

Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 12-1SC99ME Change Request ID 12-1SC99KJ Fixed in Version 8.1.1.1 Configuration Instructions

Issue Addressed 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 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 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 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

12-1SC9947

12-1SC992E

8.1.1.1

12-1S1XVA8

12-1ONDKS9

8.1.1.1

121RB07WG

12-1O5H0SV

8.1.1.1

672

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.1 Fix Pack

Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 12-1RB07W2 Change Request ID 12-1PIM03P Fixed in Version 8.1.1.1 Configuration Instructions

Issue Addressed 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 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 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

12-1RB07VO

12-1Q0OYZB

8.1.1.1

12-1RB07VA

12-1Q3MVV7

8.1.1.1

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

67 3

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.1 Fix Pack

Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 12-1RB07UW Change Request ID 12-1Q3MVVZ Fixed in Version 8.1.1.1 Configuration Instructions

Issue Addressed 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

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 ACR 476: Rebases Siebel Email Response support for SmartAnswer support Users are unable to close the Search applet ACR 476: Reenables the Smart Answer component with the new NLP engine 12-1T7V3ZK 12-1T7V3YV 8.1.1.1

12-1U0ACK7

12-1U0ACJH

8.1.1.1

12-1T7V430 12-1T7HMTB

12-1T7V3ZT 12-1T5W64T

8.1.1.1 8.1.1.1

674

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.1 Fix Pack

Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 12-1T0ANU0 Change Request ID 12-1T0ANT9 Fixed in Version 8.1.1.1 Configuration Instructions

Issue Addressed 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

Siebel E-Support
Miscellaneous
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" 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 121U5UKMD 12-1U0DU1B 8.1.1.1

12-1QYISGE

12-1QYISFT

8.1.1.1

Siebel Self Service Common

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

67 5

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.1 Fix Pack

Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID Change Request ID Fixed in Version Configuration Instructions

Issue Addressed

Deployment and Packaging


The 811SelfService.ear datasource.xml file has an entry for Siebel Host that causes the following error message: JBO30003: The application pool (oracle.apps.ss.base.model.secu rity.SessionAMLocal) failed to checkout an application module 12-1RAJ02I 12-1RAJ01X 8.1.1.1

Miscellaneous
Users cannot navigate to the ESupport tab in the Self-Service Public Sector application 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 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 12-1T30KEU 12-1T30KE9 8.1.1.1

12-1SF7TYY

12-1SF7TXN

8.1.1.1

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 After a B2C user registers, the application takes them to the login page and not to the confirmation page 12-1T6EAI0 12-1T6EAGP 8.1.1.1

12-1SD8ZCT

12-1SD8ZC9

8.1.1.1

676

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.1 Fix Pack

Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 12-1MBQKPK Change Request ID 12-1M4C4IF Fixed in Version 8.1.1.1 Configuration Instructions

Issue Addressed 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

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 121QDRWP8 12-1PBY7ZX 8.1.1.1

Travel & Transportation


Other
ACR 488: When users create multiple quotes for multiple properties, they receive an error message ACR 488: Prices added to menu items are not preceded by $ signs until the record is saved ACR 488: When a Ctrl+B is done on a locked record, the copied record is also locked ACR 488: The Fixed Menu Quantity field can be updated even when it is listed under Fixed Package 12-1T5W51N 12-1T5W513 8.1.1.1

12-1T6DN88

12-1T6DN7O

8.1.1.1

12-1TENC2Y

12-1TDNULC

8.1.1.1

12-1TK4121

12-1TK411F

8.1.1.1

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

67 7

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.1 Fix Pack

Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 12-1TXC565 Change Request ID 12-1TXC55L Fixed in Version 8.1.1.1 Configuration Instructions

Issue Addressed After the Event Template has been applied to an opportunity, the opportunity's name does not appear in the Histories view Within Opportunities, subfunctions and their corresponding line items are not reflected at the quote level When users check for copy functionality when an arrival date is less than the quote arrival date, Internet Explorer crashes The administrator does not have Edit Delete rights on the records created by other users System-generated records are not read-only when viewed in the Histories view Within Histories view > Quotes applet, the Status field is not read-only When users try to copy a function with an error number, they receive an error message ACR 450: Within Function Space Diary, verifying line item attributes is failing When users navigate to the FSD screen and click the Site Map icon, the application crashes ACR 488: When users select Quote > Apply Event Template, the operation fails ACR 488: Provides Histories and Futures functionality

12-1U09B2J

12-1U09B19

8.1.1.1

12-1U0BTMT

12-1U0B1E3

8.1.1.1

12-1TXTI9W

12-1TXTI8S

8.1.1.1

12-1TXC5DA

12-1TXC5B2

8.1.1.1

12-1TXC57S

12-1TXC56O

8.1.1.1

12-1TXC4ZH

12-1TXC4YX

8.1.1.1

121TUWYWS 12-1TS6LJ7

12-1TUWYVC

8.1.1.1

12-1TS6LIN

8.1.1.1

12-1TK4H9V

12-1TK4H9B

8.1.1.1

12-1TK3LUK

12-1QPT2Q7

8.1.1.1

Yes, see Instructions for ACR 488 on page 302.

678

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.1 Fix Pack

Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 12-1THO562 Change Request ID 12-1THO555 Fixed in Version 8.1.1.1 Configuration Instructions

Issue Addressed ACR 488: The Service End Time field does not default to a function's end time ACR 450: The SR mapping functionality only works for the Contracted, Projected, and Blocked fields ACR 488: Within Opportunity > Histories and Futures view > Histories applet, Historical Opportunities that have "Locked Flag" = "Y" have the Delete button disabled ACR 488: Within the Quotes screen, users are able to add items to Fixed Packages When users attempt to add information into the Specific Space field, they receive an error message and a blank row is inserted ACR 488: Billable Items are not displayed in the Event Checks > Guest Line items view 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 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 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

12-1THNM3U

12-1THNM2J

8.1.1.1

12-1TG64N4

12-1TG64LV

8.1.1.1

12-1TGNKZM

12-1TGNKY6

8.1.1.1

12-1TG66FT

12-1TG66EJ

8.1.1.1

12-1TENSKV

12-1TENSDR

8.1.1.1

12-1TE6G60

12-1TE6G47

8.1.1.1

12-1TE6D2T

12-1TE6D1J

8.1.1.1

12-1TE6CZD

12-1TE6CY3

8.1.1.1

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

67 9

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.1 Fix Pack

Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 12-1TE6CXE Change Request ID 12-1TE6CW4 Fixed in Version 8.1.1.1 Configuration Instructions

Issue Addressed Within the Room Blocks applet within the Histories view, the Actual vs Contracted and Actual vs Blocked fields do not display as percentages ACR 488: The threadbar title displays incorrectly for the Histories and Futures views 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). ACR 488: Users are unable to multiselect records from the pick applets ACR 488: Within the Quote > Functions > Line Items view, the Set System Allocation flag is disabled ACR 488: The System Allocation flag should be read-only if the package contain Split Menu options ACR488: Within Quote > Function > Line Item screen, users are able to add items to a fixed menu ACR488: Columns are missing in the Historical Opportunity applet and Histories View applet

12-1TE6CVQ

12-1TCP4Y8

8.1.1.1

12-1TCP6GD

12-1TCP6F3

8.1.1.1

12-1TARYRO

12-1TARYQC

8.1.1.1

12-1TD6ZRH

12-1TD6ZQV

8.1.1.1

12-1TD67KR

12-1TD67JL

8.1.1.1

12-1TCOUBG

12-1TAR94G

8.1.1.1

12-1TB8X2A

12-1TB8X0Y

8.1.1.1

680

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.1 Fix Pack

Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 12-1TB9G5X Change Request ID 12-1TB9G4L Fixed in Version 8.1.1.1 Configuration Instructions

Issue Addressed ACR 488: Within the Histories screen, copy functionality is not working properly 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 ACR 488: The Split Pricing field remains unchecked even when Split Menu Price is added to the product 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-DAT00381) ACR 488: The "Histories" checkbox is missing in the "Pick Event Templates" dialog box ACR 488: Users are unable to multiselect records from pick applets 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 ACR 488: The setup style conflict error message is not displayed

12-1T7VA8A

12-1T7VA71

8.1.1.1

12-1TAR8T1

12-1TAR8RB

8.1.1.1

12-1T9SIB5

12-1T9SIAL

8.1.1.1

12-1T7D8FX

12-1T7D8DP

8.1.1.1

12-1T7V61Y

12-1T7V60S

8.1.1.1

12-1T5WR1X

12-1T3ZHD3

8.1.1.1

12-1T6EEB0

12-1T6EE9W

8.1.1.1

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

68 1

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.1 Fix Pack

Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 12-1T6DN7J Change Request ID 12-1T6DN5J Fixed in Version 8.1.1.1 Configuration Instructions

Issue Addressed ACR 488: When users attempt to sort menus within the Menu list applet by Course #, they receive an error message Within Opportunities, the Number of Days field in the Capture Dates view allows users to enter departure dates that are before the arrival dates Improves the quality of Travel and Transportation application error message 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 Improves the usability of Travel and Transportation application error messages 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 When a quote has a function, subfunction, and complex line items, the Copy Function functionality does not work properly There is no non-null value in address attributes (such as Zip code), so data cleansing does not work ACR 450: Within the Quote Function Line Items view, there is no folder structure for menus

12-1SJ5UDK

12-1SJ5UC3

8.1.1.1

121SJ5WWO 12-1SG70W3

12-1SJ5WV9

8.1.1.1

12-1SG70UT

8.1.1.1

12-1SF7RJM

12-1SF7RI9

8.1.1.1

12-1S4TOQ9

12-1S2WL15

8.1.1.1

12-1RXLGWP

12-1RXLGW1

8.1.1.1

12-1RV6UXD

12-1KPTT57

8.1.1.1

121RHR32W

12-1RHR32C

8.1.1.1

682

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.1 Fix Pack

Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 12-1RNY5E7 Change Request ID 12-1RNY5DN Fixed in Version 8.1.1.1 Configuration Instructions

Issue Addressed 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 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 ACR 450 provides the following enhancements: Menus and Packages Function Space Displays Inventory Display Enhancements Sleeping Room Mapping

12-1RNH7PA

12-1RNH7OG

8.1.1.1

12-1R8LRF4

12-1QJJCQN

8.1.1.1

Yes, see Instructions for ACR 456 on page 103.

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 302.

Universal Customer Master


Other

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

68 3

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.1 Fix Pack

Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 12-1TK4S6F Change Request ID 12-1RBI2FT Fixed in Version 8.1.1.1 Configuration Instructions

Issue Addressed ACR 437: The System Registrations view does not have UI validations ACR 437: Seed data import fails for JPN and NLD ACR 437: Incorrect capitalization for the OrganizationCrossReference inbound Web Services causes the operations to fail ACR 437: The GetCrossRef operation fails for the Organization, Person, Household, and Financial Asset Business Objects ACR 437: Survivorship is not invoked correctly 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

12-1TK48IP 12-1TK48HR

12-1T7V6FI 12-1T7D5IF

8.1.1.1 8.1.1.1

12-1TK42MX

12-1T7V6JE

8.1.1.1

12-1TJM79A 12-1SX7UBH

12-1TJM78P 12-1RZPUB1

8.1.1.1 8.1.1.1

ACR 437: The PersonService > GetPerson method fails to return multiple records ACR437: Includes the new cross-reference module in fasvccif.dll instead of in sscaucmxref.dll

12-1SX7UAP

12-1SD8MX5

8.1.1.1

12-1SX7UAC

12-1RVNYWA

8.1.1.1

684

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.1 Fix Pack

Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 12-1SX7U9X Change Request ID 12-1SSU75R Fixed in Version 8.1.1.1 Configuration Instructions

Issue Addressed 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"ProcessCustomerPartyLi stRequestResponse"! ACR437: The IsPrimaryMVG flg is not published for records created/updated in UI in the Acxiom flow Within Siebel 8.1.1 QF0001 for ACR 437, the following two files are missing from ACR437_UCM.zip: UCMMST811_seedimp_locale.in p and seed_locale_NLD.dat ACR 437: Acxiom DLL does not have the latest code ACR 437: The UCMBusinessComponents.sif file is not current, so Account/ Contact merge does not work ACR 437: The incorrect versions of libraries for Pubsub and Transaction Mgr were provided 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 ACR 437 error message strings are not provided for languages other than ENU

12-1SWGZJ4

12-1SSU76Z

8.1.1.1

12-1SOZKT8

12-1RPF1Z9

8.1.1.1

12-1SOZKS8 12-1SOZKR6

12-1RRCAHM 12-1RR1O5N

8.1.1.1 8.1.1.1

12-1SOZKP4

12-1QK1GG2

8.1.1.1

12-1SJO2V0

12-1M4CI03

8.1.1.1

Yes, see Instructions for ACR 437 on page 95.

12-1RSS7TV

12-1RPEN89

8.1.1.1

Yes, see Instructions for ACR 437 on page 95.

Publish/Subscribe

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

68 5

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.1 Fix Pack

Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 12-1SX7UB4 Change Request ID 12-1RZPUA5 Fixed in Version 8.1.1.1 Configuration Instructions

Issue Addressed ACR 437: For Publish/Subscribe, a crash occurs for multiple thread workflows ACR437: UNIX compilation fails at fasvccifpubsub.cpp Publish/Subscribe fails to publish messages to the AIA middleware system when BDM workflows are run

121SW1MC5 12-1SOZKQ4

12-1RVNYUP 12-1RBHO55

8.1.1.1 8.1.1.1

User Interface
Controls
Provides support for Internet Explorer 8 on Windows Vista. Provides support for Internet Explorer 8 on Windows XP SP3 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 Allows the Turkish i-dot character to be handled correctly in data queries (ACR 427) Querying with the Toggle applet in base mode causes the application to refresh Adding a script causes the calendar control to display dates without quotes With Internet Explorer 8, the application-level menus and applet menus do not work 12-1RAJFVM 12-1RAJFTT 12-1TE6ABF 12-1RAJFUD 12-1RAJFT5 12-1TE6AAV 8.1.1.1. 8.1.1.1 8.1.1.1

12-1T4GEBF

12-1LEZF5Z

8.1.1.1

12-1SSCZU6

12-1PAWXSH

8.1.1.1

12-1SJNTJ7

12-1N3J10T

8.1.1.1

12-1R1W13D

12-1PMW7JX

8.1.1.1

686

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.1 Fix Pack

Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 12-1PFQEKX Change Request ID 12-1N3ZXFY Fixed in Version 8.1.1.1 Configuration Instructions Yes, see Instructions for ACR 422 on page 51.

Issue Addressed 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 keyboardshortcut defects and extends the list of available shortcuts Adds help topics for accessibility and updates the keyboard shortcuts help topics

Layout and Rendering


Within list applets, the Show Less and Show More icons behave incorrectly 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-UIF00313)" 12-1SJ7NZM 12-1SJ7NYW 8.1.1.1

12-1SDQH8N

12-1EOTZ6O

8.1.1.1

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

68 7

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.1 Fix Pack

Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 12-1QDSL8Y Change Request ID 12-1LSWNLF Fixed in Version 8.1.1.1 Configuration Instructions

Issue Addressed In Standard Interactivity mode, the RTC Editor does not appear in application HTML email messages 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 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) 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 12-1U4HH59 12-1TK7X5V 8.1.1.1

12-1T5X05W

12-1T5X04K

8.1.1.1

12-1SI6D5V

12-1SI6D4D

8.1.1.1

Yes, see Instructions for ACR 456 on page 103 and Instructions for ACR 488 on page 302.

688

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Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 12-1S1Y0HJ Change Request ID 12-1RUP3LT Fixed in Version 8.1.1.1 Configuration Instructions

Issue Addressed After navigating backwards through a Task-Based User Interface (TBUI) Task using the "Previous" button, the "Created" date field may show an incorrect date Accessibility: After users have implemented ACR 422 for accessibility enhancements, the Sales application UI does not display correctly Accessibility: Header markups are missing ACR 422: The Accessibility_Table.sif and AdminScreen.sif files are missing The Ctrl+Shift+B keyboard shortcut does not open the Column Displayed popup window 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 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 Accessibility:The text "Required" needs to display at the end of field names that are mandatory

12-1RUPLSL

12-1OQCG6I

8.1.1.1

12-1RUPLS7 12-1RUPLR7

12-1OXBCNG 12-1PG7MQ4

8.1.1.1 8.1.1.1

12-1RVO0Q4

12-1Q260FB

8.1.1.1

12-1RVO0PO

12-1PBVBQX

8.1.1.1

12-1RVO0P8

12-1PBVBMR

8.1.1.1

12-1RVO0OS

12-1PAWFN5

8.1.1.1

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

68 9

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.1 Fix Pack

Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 12-1RVO0OC Change Request ID 12-1PBDZME Fixed in Version 8.1.1.1 Configuration Instructions

Issue Addressed Accessibility: Corrects a defect that caused screen readers to read the incorrect word first Accessibility: In list applets, ">" and "select check box" do not have a column heading Accessibility: Only groups of fields, lists, or tables should have headers--tabs and menus should not Accessibility: The Ctrl+Shift+K keyboard shortcut opens PlaceMarker List instead of the Columns Displayed dialog box Accessibility: The Ctrl+Alt+Z keyboard shortcut does not display View Name, View Summary and Applet Name Accessibility: Within Siebel Sales > Projects > Notes, RTC Controls are not displaying in the Description field Accessibility: Adjusts the color contrast ratio for the "Remember my User ID And Password" dialog box 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 Accessibility: Adjusts the Color Contrast Analyzer functionality within Siebel Sales Accessibility: Adjusts the color contrast between the foreground and the background within the Service application

121RVO0NW 12-1RVO0NG

12-1PBDZK6

8.1.1.1

12-1PAWFOJ

8.1.1.1

12-1RVO0MI

12-1P9HAYP

8.1.1.1

12-1RVO0M2

12-1OXAV9N

8.1.1.1

12-1RVO0LK

12-1OUC5MI

8.1.1.1

12-1RVO0KU

12-1OUC5LC

8.1.1.1

12-1RVO0KC

12-1OK1S1R

8.1.1.1

12-1RU7S4M

12-1OD1CXK

8.1.1.1

12-1RUPLQT

12-1OE44M7

8.1.1.1

690

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

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Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 12-1RUPLQF Change Request ID 12-1OH39Y6 Fixed in Version 8.1.1.1 Configuration Instructions

Issue Addressed Accessibility: There is no keyboard shortcut to navigate to third-level tabs 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 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 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-DAT00227) 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

12-1RUPLQ1

12-1OH39YW

8.1.1.1

12-1RUPLPN

12-1OXSNRF

8.1.1.1

12-1RUPLP9

12-1P56CN9

8.1.1.1

12-1RV6IUD

12-1ODJYLT

8.1.1.1

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

69 1

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.1 Fix Pack

Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 12-1RV6IU1 Change Request ID 12-1ODLAXL Fixed in Version 8.1.1.1 Configuration Instructions

Issue Addressed Accessibility: The color contrast ratio is not sufficient for toolbars, buttons, and icons Accessibility: Page spacers are not identified with an empty ALT attribute (ALT=") Accessibility: Within the Service application > Communication tab, the color contrast for the tabs that are not active is not sufficient Accessibility: Within the Service application > Home Page, spacers are not specified with an empty ALT attribute (ALT=") Accessibility: When users press Ctrl+Alt+T to navigate to the View tab, the focus moves to screen applet rather than the View tab Accessibility: Within the Service application > Home Page screen, spacers are not specified with an empty ALT attribute (ALT=") 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."

12-1RUPLOV

12-1PBVCGH

8.1.1.1

12-1RV6ITR

12-1OGCKDV

8.1.1.1

12-1RUPLOH

12-1PBVCJQ

8.1.1.1

12-1RV6ITH

12-1OGLD07

8.1.1.1

12-1RUPLO3

12-1PBVCOT

8.1.1.1

12-1RV6IT4

12-1OQV78V

8.1.1.1

692

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Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 12-1RV6ISS Change Request ID 12-1OQV7BL Fixed in Version 8.1.1.1 Configuration Instructions

Issue Addressed 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....' Accessibility: The Email Text edit field is not available Accessibility: Within the My Templates screen, the screen reader reads the "HTML Template" checkbox as the "Public checkbox 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

12-1RV6ISI 12-1RV6IS8

12-1OTU6CJ 12-1OUZSZS

8.1.1.1 8.1.1.1

12-1RV6IRY

12-1PBEKVL

8.1.1.1

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

69 3

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.1 Fix Pack

Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 12-1RV6IRO Change Request ID 12-1PBEKWS Fixed in Version 8.1.1.1 Configuration Instructions

Issue Addressed 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 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 Accessibility: The Help System is not available Accessibility: In Service > Invoice, spacers are not specified with an empty ALT attribute (ALT="") 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.

12-1RV6IRE

12-1PBE210

8.1.1.1

12-1RV6IR4 12-1RUPLNP

12-1PG7NRG 12-1PBVCQJ

8.1.1.1 8.1.1.1

12-1RV6IQI

12-1PI4IRN

8.1.1.1

694

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Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 12-1RUPLNB Change Request ID 12-1PBVCT3 Fixed in Version 8.1.1.1 Configuration Instructions

Issue Addressed 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="") Accessibility: The screen reader reads ".....DFLT...." as a applet summary 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 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="") 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

12-1RUPLMX

12-1PJ3BJ3

8.1.1.1

12-1RV6IQ8

12-1PJ2SAV

8.1.1.1

12-1RUPLMJ

12-1PMFGQP

8.1.1.1

12-1RUPLM5

12-1Q0P7T3

8.1.1.1

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

69 5

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.1 Fix Pack

Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 12-1RV6IPX Change Request ID 12-1PJ2SCU Fixed in Version 8.1.1.1 Configuration Instructions

Issue Addressed 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 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 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

12-1RU7S3L

12-1PYEFBL

8.1.1.1

12-1RUP2XC

12-1Q2MXXG

8.1.1.1

696

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Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 12-1RUP1FX Change Request ID 12-1PBVCN3 Fixed in Version 8.1.1.1 Configuration Instructions

Issue Addressed 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="") 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 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 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...:"

12-1RUP2W9

12-1OYTDIR

8.1.1.1

12-1RUP2VU

12-1PILJI1

8.1.1.1

12-1RUP2VF

12-1PS5Z73

8.1.1.1

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

69 7

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.1 Fix Pack

Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 12-1RUP2V4 Change Request ID 12-1Q25XIX Fixed in Version 8.1.1.1 Configuration Instructions

Issue Addressed 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 Accessiblity: Within the Siebel Public Sector application, the Query, Cancel, and Delete buttons are missing from some of the screens 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 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

12-1RUP2UP

12-1Q3N2WK

8.1.1.1

12-1RSAOI2

12-1Q905IV

8.1.1.1

121RSAOHM

12-1QZY9D9

8.1.1.1

698

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

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Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 12-1RSAOHD Change Request ID 12-1R0F1JX Fixed in Version 8.1.1.1 Configuration Instructions

Issue Addressed 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 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="") 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) Accessibility: In Service Requests, the spacers are not specified with an empty ALT attribute (ALT=""). Accessibility: Within the Comm Inbound Item Body applet, spacers are not specified with an empty ALT attribute

12-1RSANEG

12-1PI40XY

8.1.1.1

12-1RSANCE

12-1OGKNKN

8.1.1.1

12-1RSAN9A

12-1PBVCKS

8.1.1.1

12-1RSAN79

12-1PI40ZP

8.1.1.1

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

69 9

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.1 Fix Pack

Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 12-1RSAN67 Change Request ID 12-1PI4112 Fixed in Version 8.1.1.1 Configuration Instructions

Issue Addressed Accessibility: In the My Templates view, the spacers are not specified with an empty ALT attribute The <Accessibility>Page download confirmation message should be disabled by default 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 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 Object Manager crashes when attempting to Export Tab Layout

12-1ROFVKG

12-1ROFVJ1

8.1.1.1

12-1ROFVIQ

12-1ROFVHH

8.1.1.1

12-1R1VGKZ

12-1NCHOM7

8.1.1.1

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) Personalization rules do not work on Association applets With Internet Explorer 8, when users navigate to any views, they receive the following error message: 'navigator.SWE_historyKeys.123 5411125328' is null or not an object 12-1T6DTOD 12-1T6DTMX 8.1.1.1

12-1SZMOB5 12-1SF7XSB

12-1P5N6JM 12-1S99GIP

8.1.1.1 8.1.1.1

700

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Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 12-1SF7XRC Change Request ID 12-1SF7XQL Fixed in Version 8.1.1.1 Configuration Instructions

Issue Addressed With Internet Explorer 8, the Ctrl + D shortcut opens "Add a favorite" instead of deleting the record in the Attachments applet 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 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 Minimizing or maximizing Internet Explorer 7 when on a Multi-Value Group causes the application to crash 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 With Internet Explorer 8, using the CTRL + L keyboard shortcut opens the Open popup window instead of the Correspondence window

12-1S9RQYV

12-1RU7S2V

8.1.1.1

12-1SC3OFC

12-1SC3OEN

8.1.1.1

12-1SC96ZX

12-1P19TU1

8.1.1.1

12-1SC95S7

12-1SC95RI

8.1.1.1

12-1SC95R6

12-1SC95PX

8.1.1.1

Siebel Maintenance Release Guide Version 8.1.1.x, Rev. U

70 1

Siebel Maintenance Release Guide, Version 8.1.1.x, Rev. U Resolved Change Requests in the Siebel 8.1.1.1 Fix Pack

Table 25.

Resolved Change Requests in the 8.1.1.1 Fix Pack Fix Request ID 12-1OK0ULQ Change Request ID 12-1OK0UL5 Fixed in Version 8.1.1.1 Configuration Instructions

Issue Addressed 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.

Web Service
Other
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) Integrating attachments does not work when WS-Security is used 12-1RH8IMZ 12-1PG7NLN 8.1.1.1

12-1RH8IMO

12-1LTG2F6

8.1.1.1

Instructions for FR 12-1ZFE3KR


Within My Oracle Support, navigate to the Knowledget tab, and search for Article ID 473945.1. Follow the instructions in that document before you perform the procedure detailed below.

1 2

Within Siebel Tools, edit Signature Capture Applet ( in this case Order Signature Capture) to use class as CSSFrameFSSign instead of CSSFrame. 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.

Run genbscript command to generate all java script for all browser script.

702

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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 12-1YKOEQV


1 2 3 4
Within Siebel Tools, navigate to the LOY Members project, and lock it. Within the Repository Objects panel, select Projects. Query for the LOY Members project and lock it. 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 6

Save the Business Component. 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 8

Compile the LOY Merge Action business component to the SRF. Create a new link between the LOY Member business component and the LOY Merge Action business component:

a b

In the Repository Object panel, select Link. 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 9

Save the link and compile it link to the SRF.

Add the LOY Merge Action business component to the LOY Member business object:

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a b c

In the Repository Objects panel, select Business Objects. Query for the LOY Member business object and lock it. 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 12-1XS21JF


1 2 3 4
Within Siebel Tools, navigate to the LOY Members project, and lock it. Import 'LOY Redemption Voucher Reissue' Task UI. Navigate to Administration > Business Process >Task Deployment. Query for the LOY Redemption Voucher Reissue Task UI and activate it.

Instructions for FR 12-1XM93ST


1 2 3 4
Import "LOY Point Balances Project.sif" and compile it to the srf. Select "LOY Member" under Business Object, add "LOY Member Point Balances VBC" as Business Object Component (link is not required) and compile the SRF. Select "LOY Member Services" under Business Service, add "CalMemPointBalances" to Business Service Method (no input/output arguments required) and compile the SRF. 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. Navigate to Administration - Business Process > Task Deployment. In the Published Tasks applet, query for the "LOY Member Point Balance" task flow and activate it. Navigate to Administration - Application > Tasks. In the Registered Tasks applet, click New and add "LOY Member Point Balance" task for Task Name. In the Responsibilites applet, click New, and add the Siebel Administrator and Loyalty Administrator responsibilities.

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Instructions for FR 12-1Z3ZZO2


Fix involves the following repository changes. (I). Create 'LOY Merge Transaction' BC

1 2

Within Siebel Tools, navigate to the LOY Members project, and lock it. Create a new business component with the following details:

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Name: LOY Merge Transaction Project: LOY Members Table: S_LOY_TXN

Add the following fields to this business component


Field Name : Member Id Column: MEMBER_ID Field Name : Voucher Id Column: VOUCHER_ID

4 5

Query for the LOY Member business object and lock it. Add a Business Object Component with the following details:

Bus Comp: LOY Merge Transaction

Instructions for FR 12-1P4ORNT


1 2 3
Within Siebel Tools, navigate to Object Explorer, and query for the LS Document Tracking business component. Lock the LS Clinical Enhancement project. 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 5 6 7 8 9

Get the sif files from $TOOLS_PATH/REPPATCH/811x_FP_LS_Clinical_BIP_Reports.zip and lock the LS Clinical Enhancements project. Import the BIP LS Protocol Document Tracking.sif file and compile the SRF. Within the Siebel application, navigate to Site Map >Administration - BI Publisher Reports > Reports - Standard Templates. Create a new report called Protocol Level Document Tracking and associate it with the LS_Protocol_Document_Tracking.rtf template. Select Output type as "All". In the XLIFF field, upload the LS_Protocol_Document_Tracking.xlf file. 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. LS Protocol Document Tracking"

10 In the Integrations Objects tab, navigate to the Integration Object Name field and query for "BIP

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11 Naviate to Administration-BIP Report > View Association, and associate the report to the LS
Protocol Document Tracking View and the LS Protocol CRF Tracking View.

Instructions for FR 12-1P4ORN3


1 2 3
Within Siebel Tools, navigate to Object Explorer and query for the LS Document Tracking business component. Lock the LS Clinical Enhancement project. 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 5 6 7 8 9

Get the sif files from $TOOLS_PATH/REPPATCH/811x_FP_LS_Clinical_BIP_Reports.zip and lock the LS Clinical Enhancement project Import the BIP LS Region Document Tracking.sif file and compile the SRF. Within the Siebel application, navigate to Site Map > Administration - BI Publisher Reports > Reports - Standard Templates. Create a new report called Region Level Document Tracking and associate it with the LS_Region_Document_Tracking.rtf template. Select Output type as all. In the XLIFF field, upload the LS_Region_Document_Tracking.xlf file. In the Translations tab, query for "BIP LS Region Document Tracking" in the Integration Object name field and select it. record and pick the desired language and report name for which the translation is required.

10 Within Report Standard Template Registration Admin View > Translations tab, create a new 11 Navigate to Administration-BIP Report > View Association and associate the report to the Clinical
Protocol Site List View.

Instructions for FR 12-1P4ORMQ


1 2 3 4
Within Siebel Tools, navigate to Object Explorer and query for the Clinical Protocol Site business component. Lock the LS Clinical Protocol Site project. Get the sif files from $TOOLS_PATH/REPPATCH/811x_FP_LS_Clinical_BIP_Reports.zip and lock the LS Clinical Protocol Site project. Unzip the zipped file, import "BIP LS Clinical Protocol Site.sif", and compile the SRF.

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Within the Siebel application, navigat to Site Map >Administration - BI Publisher Reports-> Reports - Standard Templates. Create a new report called Regional Document Tracking Across Sites and associate it with the LS_Regional_Document_Tracking_Across_Sites.rtf template. Select Output type as All. In the XLIFF field, upload the xliff file corresponding to the report. 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. In the Integrations Objects tab, navigate to the Integration Object Name field and query for "BIP LS Clinical Protocol Site". Clinical Protocol Site List View.

10 Navigate to Administration - BIP Report > View Association, and associate the report to the

Instructions for FR 12-1P4ORMD


1 2 3
Within Siebel Tools, navigate to Object Explorer, and query for the Clinical Protocol Site business component. Lock the LS Clinical Protocol Site project. 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() Column Type: "DTYPE_TEXT"

Leave the rest of the entries in the default state.

Make the following changes for Indication Display:

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

Navigate to Join Specification, and create a new record with the following values:

Name: Application Id Source Field: Application Id

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

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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

If you do not want to perform the manual steps detailed above, do the following:

a b 6 7 8 9

Get the sif files from $TOOLS_PATH/REPPATCH/811x_FP_LS_Clinical_BIP_Reports.zip and lock the LS Clinical Protocol Site project. Import Clinical Protocol Site.sif.

Get the sif files from $TOOLS_PATH/REPPATCH/811x_FP_LS_Clinical_BIP_Reports.zip and lock the LS Clinical Protocol Site project. Unzip the zipped file and import "BIP LS Clinical Protocol Site.sif". Compile the SRF. Within the Siebel application, navigate to Site Map >Administration - BI Publisher Reports-> Reports - Standard Templates. LS_Protocol_Document_Tracking_Across_Sites.rtf template. Select Output type as All.

10 Create a new report called Protocol Document Tracking Across Sites and associate it with the 11 In the XLIFF field, upload the LS_Protocol_Document_Tracking_Across_Sites.xlf file. 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.

14 Navigate to Administration-BIP Report > View Association, and associate the report to the
Clinical Protocol Site List View, the Clinical Protocol Site Manager's List View, and the Clinical Protocol Site All List View.

Instructions for FR 12-1P4ORM0


1 2 3
Within Siebel Tools, navigate to Object Explorer, and query for the Clinical Protocol Site business component. Lock the LS Clinical Protocol Site project. 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()

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Type Column: "DTYPE_TEXT"

Leave the rest of the entries in the default state.

4 5 6 7 8 9

Get the sif files from $TOOLS_PATH/REPPATCH/811x_FP_LS_Clinical_BIP_Reports.zip and lock the LS Clinical Protocol project. Unzip the zipped file, import the BIP LS Site Enrollment Status.sif file, and compile the SRF. Within the Siebel application, navigate to Site Map > Administration - BI Publisher Reports > Reports - Standard Templates. Create a new report called Site Enrollment Status and associate it with the LS_Site_Enrollment_Status.rtf template. Select Output type as All. In the XLIFF field, upload the LS_Site_Enrollment_Status.xlf file. 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. LS Site Enrollment Status.

10 In the Integrations Objects tab, navigate to the Integration Object Name field, and query for BIP 11 Navigate to Administration-BIP Report > View Association, and associate the report to the
Clinical Protocol Site View.

Instructions for FR 12-1YFTGBH


1 2 3 4 5 6
Within Siebel Tools, navigate to Object Explorer, and click the Projects tab. Query for "LS Clinical Payments" and lock the project. Within the Object Explorer, navigate to the Applet tab, query for "Clinical Protocol Site Payment Exceptions List Applet", and lock it. In the Object browser, under Applet, click Control, and query for "NewRecord". Change the value of the Method Invoked field from "ShowPopup" to "NewRecord". Save the record, and compile the SRF.

Instructions for FR 12-1YJ7X13


1 2 3 4 5 6
Within the Siebel application, navigate to Administration - BI Publisher Reports >Reports Custom Templates, and query for Report Name = MDV. Update the Template path with the LS_MDV.rtf. Update the Xlf file path with latest LS_MDV.xlf. Click the Upload button to upload the template to the BIP server. Generate the MDV report, and view it in the LS Medical Product Issues RR view. Verify report for Telephone and Fax.

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Instructions for FR 12-1P4ORNG


1 2 3
Within Siebel Tools, navigate to Object Explorer, and query for the LS Document Tracking business component. Lock the LS Clinical Enhancement project. 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 5 6 7 8 9

Query for the Clinical Protocol Site business component. Get the sif files from $TOOLS_PATH/REPPATCH/811x_FP_LS_Clinical_BIP_Reports.zip and lock the LS Clinical Protocol Site project Unzip the zipped file, import BIP Site Initiation By Site.sif, and compile the SRF. Within the Siebel application, navigate to Site Map > Administration - BI Publisher Reports > Reports - Standard Templates. Create a new report called Site Document Tracking and associate it with the LS_Site_Document_Tracking.rtf template. Select Output type as All. In the XLIFF field, upload the LS_Site_Document_Tracking.xlf file. Output type as All.

10 Create a new report and associate it with the LS_Site_Document_Tracking.rtf template. Select 11 In the Integration Object tab, query for "BIP Site Initiation By Site" in the Integration Object
name field and select it.

12 In the Translation tab, create a new record and pick the desired language and report name for
which the translation is required.

13 Navigate to Administration - BIP Report > View Association and associate the report with the LS
Site Document Tracking View and the LS Protocol Site CRF Tracking View.

Instructions for FR 12-1ZUS8M9


1 2 3 4 5
Within Siebel Tools, navigate to Object Explorer, and then navigate to Applet. Querying for the Clinical Protocol List Applet * applet, and lock it. In the Object Explorer under Applet, select "Drilldown Object" and locate the Protocol object. Update the "Source Field" with the value "Id" as shown in the first table below. Repeat the Step 3 and Step 4 for the Protocol With Regions object (set Source Field = "Id" as shown in the second table below.)

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Compile the LS Pharma Common object.

The Protocol Drilldown Object Name Source Field Protocol Id

The Protocol With Regions Drilldown Object Name Source Field Protocol With Regions Id

Instructions for FR 12-1ZYN9IP


1 2
Within Siebel Tools, navigate to Object Explorer, and then navigate to Project. Query for the following projects and lock them:

LS Clinical Protocol LS Pharma Common LS Clinical Subject LS Clinical Programs LS Clinical Region

3 4 5 6

Within Object Explorer, navigate to Applet, and query for "Clinical Region List Applet". In the Object Explorer under Applet, select List > List Column, and query for Field = Protocol Title. Update the "Display Name - String Reference" field from SBL_TITLE-1004225622-03M to SBL_TITLE-1004225657-02U. 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 8 9

Query for Clinical Protocol Admin Short Form Applet. Under Applet, select Control, and query for "Field" = "Protocol Title". Update the "Caption - String Reference" field from SBL_TITLE-1004225622-03M to SBL_TITLE1004225657-02U.

10 Repeat Step 7 through Step 9 for the following applets:

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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 Field Display Name - String Reference Protocol Title SBL_TITLE-1004225657-02U

Table 2: For Form Applets- Applet > Control Field Caption - String Reference Protocol Title SBL_TITLE-1004225657-02U

Instructions for FR 12-1YZN89Z


Copy 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.

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 12-1UHQ1L9


1 2 3 4
Within Siebel Tools, navigate to the LOY Members project, and lock it. Within Repository Objects panel, select Projects, query for the LOY Members project and lock it. Create a new business component called LOY Merge Action 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 6

Save the Business Component. 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

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Column: Force Active: TRUE Immediate Post Changes: TRUE

7 8

Compile the LOY Merge Action business component to the SRF. Create a new link between the LOY Member business component and the LOY Merge Action business component:

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 9 a b c

Save the link and compile it to the SRF.

Add the LOY Merge Action business component to the LOY Member business object: Choose Business Objects in the Repository Objects panel. Query for the LOY Member Business object and lock it. Add a new record in Business Object Components with the following values

Business Component: LOY Merge Action Link: LOY member/LOY Merge Action

Save the business object and compile it to the SRF.

Instructions for FR 12-1XJDJYH


1 2
Within Siebel Tools, navigate to the Object Explorer, and expand Applet. Search for the following applets

UMF Messages Popup List Applet UMF Message List Applet - SI

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.

Compile the locally locked projects into the original SRF.

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Instructions for FR 12-1TK90K2


The 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]) Add a field user property to this field as follows Field UP name Value Cfg UI Field TRUE

DTYPE_TEXT

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.

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.)

NOTE: 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

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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 12-1Y902IR


1 2 3
Within Siebel Tools, navigate to the Cfg WebChannel project and lock it. Query for the CfgInteractData integration object. 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 XML Tag: LICValue

Compile the changes and restart the application.

Instructions for FR 12-1X65SFB


1 2
Within Siebel Tools, query for the Cfg Web UI Service business service, and lock it. 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

Complile the srf.

Instructions for FR 12-1ZD5KI4, FR 12-1YZMU0U, FR 12-1Z04AQ7, and FR 12-1Z04AS3


For information about how to implement this fix, within My Oracle Support (https:// support.oracle.com), navigate to the Knowledge tab and search for Article ID 1157939.1.

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Instructions for FR 12-1Z0MD73


To 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 12-1XANOHD


Whenever any change is made to the field-mapping xml files make sure that they are saved as UTF8 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 12-1VR5WEW


1 2
Locate the file jctrls.css in the SIEBEL_HOME\eapps\public\enu\files folder. Open the file and add the following two entries under the clsJLCMain section for Vertical Lines in List Applet:

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 12-1WVIKCQ


1 2
Within Siebel Tools, navigate to the LOY Program business component. Add the following values:

User Property: LOY Engine Activate Field 4 Value: Point Expiry Basis Field Field: Point Expiry Basis Field

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 12-1WUJ5W5


1
In the Campaign Recipient business component, create a new field with the following values:

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Name: Control Group Flag Column: CTRL_GRP_FLG

2 3 4

In the Campaign business component, add a new user property called Wave Id for Control Grp and set the value as Y. Within Siebel Analytics, log into Admin Tools. 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 6 7

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). 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. Add this filter to the list export format used: "Campaign History (Transaction Database)"."CTRL_GRP_FLG" IN ('@{controlGroupFlag}{'0'}')

Instructions for FR 12-1TQTU4C


1 2 3 4 5 6
Log into Siebel Tools. Create new version of the LS Clinical - DeleteNonAppVisits Process workflow. Navigate to Edit mode. Select the Delete Non App Visits business service. In the Multivalue Property window, select Tab Input arguments. Change Property Name of the Input Argument VisitTemplateDate Field as follows: from: Input Argument: PropertyName VisitTemplateDateFieldName: OriginalTemplateDateFieldName to: Input Argument:PropertyName VisitTemplateDateFieldName: VisitTemplateDateFieldName

Save the workflow, and then publish and activate it.

Instructions for FR 12-1YDETC0


1
Navigate to Administration - Integration > Data Map Editor.

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Query for "Clinical Protocol Position to Region Position Map1" in Integration Object Map. Navigate to the Integration Field Map applet (the lower applet).

a b 4 a b c 5 a b c 6 a b c 7 a b c 8 a b c 9

Within Target Field Name, query for Region Position Assignment Type. Delete the record.

Query for "Clinical Protocol Position to Site Position Map1" in Integration Object Map. Navigate to the Integration Field Map applet (the lower applet). Within Target Field Name, query for Site Position Assignment Type. Delete the record.

Query for "Clinical Site Position to Protocol Position Map1" in Integration Object Map. Navigate to the Integration Field Map applet (the lower applet). Within Target Field Name, query for Protocol Position Assignment Type. Delete the record.

Query for "Clinical Site Position to Region Position Map1" in Integration Object Map. Navigate to the Integration Field Map applet (the lower applet). Within Target Field Name, query for Region Position Assignment Type. Delete the record.

Query for "Clinical Region Position to Protocol Position Map1" in Integration Object Map. Navigate to the Integration Field Map applet (the lower applet). Within Target Field Name, query for Protocol Position Assignment Type. Delete the record.

Query for "Clinical Region Position to Site Position Map1" in Integration Object Map. Navigate to the Integration Field Map applet (the lower applet). Within Target Field Name, query for Site Position Assignment Type. Delete the record.

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

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Workflow Step Input/Output Arguments: Search Spec New/ Modified? Modified Value/Search Specification (New) '"'[Clinical Protocol_Position.Sales Rep] =' + '"' + [&SalesRep] + '"' + ' AND [Clinical Protocol_Position.Position Id] =' + '"' + [&PositionId] + '"'

Value/Search Specification (Old) [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] +

Workflow Name: Clinical Assign Position From Region Rolldown Workflow Step: Query Region Position Workflow Step Input/Output Arguments: SearchSpec New/ Modified? Modified Value/Search Specification (New) '"'[Clinical Region_Position.Sales Rep] =' + '"' + [&SalesRep] + '"' + ' AND [Clinical Region_Position.Position Id] =' + '"' + [&PositionId] + '"'

Value/Search Specification (Old) [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] +

Workflow Name: Clinical Assign Position From Region Workflow Step: Query Region Position

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Workflow Step Input/Output Arguments: SearchSpec New/ Modified? Modified Value/Search Specification (Old) [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] +

Value/Search Specification (New) '"'[Clinical Region_Position.Sales Rep] =' + '"' + [&SalesRep] + '"' + ' AND [Clinical Region_Position.Position Id] =' + '"' + [&PositionId] + '"

Workflow Name: Clinical Assign Position From Site Rollup Workflow Step: Query Site Position Workflow Step Input/Output Arguments: SearchSpec New/ Modified Modified Value/Search Specification (New) '"'[Clinical Protocol Site_Position.Sales Rep] =' + '"' + [&SalesRep] + '"' + ' AND [Clinical Protocol Site_Position.Position Id] =' + '"' + [&PositionId] + '"'

Value/Search Specification (Old) [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] +

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 12-1WWY5P4


The following tables contain information about how to implement this fix.

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LS Pharma My Sample Lots List Business Component New/ Modified Modified

Search Specification (Old) [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

Search Specification (New) [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)))

Fields New/Modified? New New New Name Inventory Flag Lot Flag Inventory Id Join Parent Sample Parent Sample S_STOCK_EMP Column INVENTORY_FLG LOT_ACTIVE_FLG ROW_ID

Join Outer Join Flag (Old) N N Outer Join Flag (New) Y Y

New/Modified? Modified Modified

Name S_STK_PERD_EMP S_STOCK_EMP

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LS Pharma My Promotional Items List Business Component New/ Modified? Modified

Search Specification (Old) [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)

Search Specification (New) [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)))

Fields New/Modified? New New Name Inventory Flag Inventory Id Join S_PROD_INT S_STOCK_EMP Column INVENTORY_FLG ROW_ID

Join Outer Join Flag (Old) N N Outer Join Flag (New) Y Y

New/Modified? Modified Modified

Name S_STK_PERD_EMP S_STOCK_EMP

Instructions for FR 12-1N1KTE0


1
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) 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].

Under the [DeleteFiles.Windows] in the siebel.ini file, append the following entry: File%Number% = $(SiebelRoot)\siebsrvr\WEBMASTER\files\%LANGUAGE%\main.css

Under the [DeleteFiles.Unix] in the siebel.ini file append the following entry: File%Number% = $(SiebelRoot)/siebsrvr/WEBMASTER/files/%LANGUAGE%/main.css

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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 2 3 4


Navigate to Site Map > Application - Data Administration > LOV Explorer. Add the APPLET_HIGHLIGHT_CONTROL_TYPE LOV type within the List of Values-Type screen. Navigate to Site Map > Application - Data Administration > List of Values. 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

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.

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.

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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 12-1WLU29Y


1 2 3 4 5 6
Within the Siebel application, navigate to Tools > User Preference > User Profile > Time Zone field, and note the time zone information. Within Microsoft Outlook, navigate to Tools > Options, click Calendar Options, and click the Time Zone tab. Change the Time Zone information to make it the same as the Time Zone information in the Siebel application. Make a note of when the change from Standard Time to Daylight Savings Time (DST) occurs for the current year. Navigate to Administration - Data >Time Zone Administration view, and query for the time zone. 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 years 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.

Bounce the services.

Instructions for FR 12-1YCX6CX


NOTE: 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.

1 2 3

Within Siebel Tools, navigate to the Table Promotions project, and lock it. 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. 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 b c d

Select Current Query from the Tables drop-down list. Enter your database information. Enter your database user password. Enter your ODBC data source information.

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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 12-1NQ7VRO


Changes for the CG SVP Product Baseline-Aux business component: Business Component User Properties Build Tree 3 Build Tree Include Cat Aggregation Info Category Aggregation Field 1

Value Incremental Cases Y "Promotion Incremental Qty", "Incremental Cases

Comments This property should already exist Add this property if it does not already exist Add this property if it does not already exist

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 Build Tree n

Value Target Field In this case, "CalcTestStorage Cases"

Comments n is the next number of this ('Build Tree') property. Users need to add this for the new custom column. Add this column if it does not already exist. n is the next number of this ('Category Aggregation Field') property. Users need to add this value for the new custom column.

Build Tree Include Cat Aggregation Info Category Aggregation Field n

Y "Source Field", "Target Field" In this case, "CalcTest", "CalcTestStorage Cases"

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.

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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 12-1X0C0IZ


NOTE: 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 Changes
Table: S_INVC_PAYMENT (Modified) Columns:
New? New? Name Name User Name User Name Default Default Physical Type Physical Type Nullable Nullable Length Length Required Required

Table: S_SRC_PAYMENT (Modified) Columns:


Physic al Type Charact er Nullabl e No

New? Yes

Name VOID_FLG

User Name Void Flag

Default N

Length 1

Required Yes

Business Components
Name: FS Invoice Description:. Add a user property, which will be used to void the invoice and copy the fields. New? No BC User Property: Name Void Copy Field1 Void Copy Field2 Void Copy Field3 Void Copy Field4 Details Account Id,N Type Code,N Total Amount,N Order Id,N Name FS Invoice Details

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Name Void Copy Field5 Void Copy Field6 Void Copy Field7 Void Copy Field8 Void Copy Field9 Void Copy Field10

Details Total Paid,N Order Number,Y Account Name,Y Price List,Y Price List Id,Y Tax List Id,Y

Name: FS Invoice Line Items Description:. Add a user property, which will be used to void the invoice and copy the fields. New? No Name FS Invoice Line Items Details

BC User Property: Name Void Copy Field1 Void Copy Field2 Void Copy Field3 Void Copy Field4 Details Amount,N Invoice Id,N Line Number,N Order Id,N

Name: FS Invoice Line Item Details

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Description: Add a user property, which will be used to void the invoice and copy the fields. New? No Name FS Invoice Line Item Details Details

Field: New? No Name Order Item Id Details Pick Map: Field: Quantity Picklist Field: Quantity Inactive: T Inactivate this pick map

BC User Property: Name Name Void Copy Field1 Void Copy Field2 Void Copy Field3 Void Copy Field4 Void Copy Field5 Void Copy Field6 Void Copy Field7 Void Copy Field8 Void Copy Field9 Void Copy Field10 Void Copy Field11 Details Details Order Item Id,N Quantity,N Amount,N Product Name,Y Part Number,Y Product Status Code,Y Product Id,N Extended Tax,Y Extended Price,Y Total Price,Y CG Account Product,Y

Name: FS Invoice Payments Description: Add a flag for the voided status of these payments. New? No Name FS Invoice Payments Details Table: S_INVC_PAYMENT

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Field: New? Yes Name Void Flag Details Column: VOID_FLG Pre Default : N Required :Y Type:DTYPE_BOOL Name: CS HH FS Payments Description: Add a flag for the voided status of these payments. New No Name CS HH FS Payments Details Table: S_SRC_PAYMENT

Field: New? Yes Name? Void Flag Details Column: VOID_FLG Pre Default: N Required: Y Type: DTYPE_BOOL

Applets
Name: SIS HH FS Invoice Form Applet - CE Business Component: FS Invoice Description: Enable the existing Void button. New? No Name SIS HH FS Invoice Form Applet - CE Details

Column: New? No Name VoidInvoice Details 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. New? No Name SIS HH FS Invoice Form Applet - CE Details

List Columns: New? Yes Name Void Flag Details Column: Void Flag Runtime = Y 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. New? No Name HH CG Payment Entry Applet CE Details

List Columns: No

Name NewAmount

Details Caption: Apply To Invoice Field: New Amount ReadOnly =T

No

Amount

Caption: Payment Total Field: Amount ReadOnly: T

Name: CS CG Invoice Form Applet Business Component: FS Invoice Description: Add the Void flag. New? No Name CS CG Invoice Form Applet Details

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Column: New? Yes Name Void Flag Details Type: CheckBox Field: Void Flag ReadOnly:T Name: CS CG Invoice Payments List Applet Business Component: FS Invoice Payments Description: Add the Void flag. New? No Name CS CG Invoice Payments List Applet Details

List Columns: New? Yes Name Void Flag Details Type: CheckBox Field: Void Flag ReadOnly:T Name: HH CG Undeposited Payment List Applet CE Business Component: CS HH FS Payments Description: Change the search specification of the applet. New? No Name HH CG Undeposited Payment List Applet CE Details Search Specification : ([Void Flag] <> 'Y') AND ([Deposited Flag] <> 'Y') AND ([Payment Method] <> LookupValue ("PAYMENT_METHOD_CODE", "Credit Memo") OR [Payment Method] IS NULL)

Name: CS HH Invoice Pymt Reconcile List Applet - CE Business Component: CS HH FS Payments

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Description: Change the search specification of the applet. New? No Name CG Invoice Payments List Applet - CE Details Search Specification : [Created By] = LoginId () AND [Created] = Today () AND ([Void Flag] <> 'Y'

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 12-1TUEA6P


Use the following procedure to implement this fix:

1 2 3 4

Log into Siebel Tools, and within Object Explorer, navigate to Applet. Select Search Advanced Search and lock the applet. Add "FromDate" and "ToDate" user properties for the applet and enter valid date as values. The date format should be mm/dd/yyyy. Compile your changes to the repository.

Instructions for FR 12-1TK8BL1


Use the following procedure to implement this fix.

1 2

Within Siebel Tools, search for the "UMF Passive Message Virtual BusComp" Business Component. Create a new field with the following values:

Name = Sequence Text Length = 10 Type = DTYPE_TEXT

3 4

Compile the "UMF Passive Message Virtual BusComp" Business Component. Apply the SRF.

Instructions for FR 12-1R3SFV9


Use 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

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Instructions for FR 12-1U5UH3L


Use the following procedure to implement this fix:

1 2 3 4

Log into the Mobile Client and launch Siebel Tools. Lock the Order Entry project. Navigate to Business component and query for the Order Item XA Business Component. 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 6

Navigate to Applet and query for - Order Item XA List Applet. 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 8 9

Navigate to Applet Web Template, query for Edit List, right-click, and select Edit Web Layout. Add Attribute Definition Id in the applet and change the field name to Attribute Id - Merged. Compile the SRF.

Instructions for FR 12-1U0DJZN


Use the following procedure to implement this fix.

1 2 3

Launch Siebel Tools, and lock the Quote and Order entry projects. Query for the Business Component - Quote Item Business Component. 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 5

Query for the Order Entry - Line Items Business Component, and add an entry with the same values as listed in Step 3. Compile the changes and restart the application.

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Instructions for FR 12-1U0D4B3


Please 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 12-1V3K6BX


1 2
Log into Siebel Tools. Within Object Explorer, navigate to Project, query for LS Clinical Protocol Site, and lock the project.

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3 4 5

Within Object Explorer, navigate to Business Component, query for the Clinical Trip Report Business Component, and lock the object. Click Multi Value Link, and for the Clinical Attendee Static multi-value link, select True for the No Copy option. Compile the selected object.

Instructions for FR 12-1UVNYZX


1 2
Log into Siebel Tools, and lock the LS Clinical Protocol Site project. 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

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

Compile the locked/changed project.

Instructions for FR 12-1T2SVQ5


1 2 3 4 5
Within Siebel Tools, navigate to Business Object, and create a new record called FINS Approval Stage. Add the existing FINS Approval Stage Business Component as the primary Business Component. Add the existing Contact Business Component. No link is needed. Compile the new Business Object into the SRF and unlock the VEAI FINS Approval project. Bounce the server.

Instructions for FR 12-1QK0UEL


1
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.

If System Preference Name is Read-Only, perform the following steps:

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a b 3

Navigate to Tools/Applet and query for System Preferences Applet'. Right-click on the record , select 'Edit Web layout', and then change 'System Preference Name' Read Only field to FALSE in Property Window.

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 12-1N1Q81D


1 2
Query for "Correspondence Template Pick Applet" in the Applet Objects. 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' Compile the srf.

Instructions for FR 12-1N1RDOP


Use the following procedures to implement this fix.

To set up workflows 1 2 3
Within Siebel Tools, select Workflow Process Object in OBLE. Right-click, select Import Workflow Process, and import SIS OM Get Future Asset SubProcess.xml. 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 2 3 4


Within the Siebel application, navigate to Site Map > Administration Business Process > Workflow Deployment. Query for SIS OM Get Future Asset SubProcess. Select this record and click the Activate button. 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 2 3 4


Within the Siebel application, navigate to Site Map > Administration Order Management > Signals. Click New, and enter ABOGetFutureAsset as the signal name. Drill down on Workspace Version in the child applet. Verify that the middle applet is the Action view tab, click New, and enter the following values:

a b c d e 5 6 7

Sequence = 1 Service Type = Workflow Service Name = SIS OM Get Future Asset SubProcess Service Method = RunProcess Active = Checked

Navigate to the previous view by clicking Signals in the top view tab. Select the record that you created in Step 2 and click the Release New Version button. Select Menu > Clear Cache, and then log out of the application.

Instructions for FR 12-1P5O4RM


Use the following procedure to implement this fix:

1 2

Log in to SES, and navigate to the Global Settings screen. Click Clustering Configuration, and within the screen, check the Enable Clustering check box.

Instructions for FR 12-1Q35LZW


Use the following procedure to implement this fix:

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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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" bordertop="0.5pt solid #c0c0c0" border-start-style="solid" height="0.0pt" border-endwidth="0.5pt" padding-bottom="0.0pt" border-start-width="0.5pt" backgroundcolor="#72a1c8"> <fo:block xdofo:in-table="1" orphans="2" widows="2" linefeed-treatment="preserve" textalign="start" padding-bottom="0.0pt" end-indent="0.0pt" padding-top="0.0pt" startindent="3.6pt"> <fo:inline font-size="9.0pt" white-space-collapse="false" height="9.0pt" fontfamily="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" bordertop="0.5pt solid #c0c0c0" border-start-style="solid" height="0.0pt" border-endwidth="0.5pt" padding-bottom="0.0pt" border-start-width="0.5pt" backgroundcolor="#72a1c8"> <fo:block xdofo:in-table="1" orphans="2" widows="2" linefeed-treatment="preserve" textalign="start" padding-bottom="0.0pt" end-indent="0.0pt" padding-top="0.0pt" startindent="3.6pt"> <fo:inline font-size="9.0pt" white-space-collapse="false" height="9.0pt" fontfamily="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" bordertop="0.5pt solid #c0c0c0" border-start-style="solid" height="0.0pt" border-endwidth="0.5pt" padding-bottom="0.0pt" border-start-width="0.5pt" backgroundcolor="#72a1c8"> <fo:block xdofo:in-table="1" orphans="2" widows="2" linefeed-treatment="preserve" textalign="start" padding-bottom="0.0pt" end-indent="0.0pt" padding-top="0.0pt" startindent="3.6pt"

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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" bordertop="0.5pt solid #c0c0c0" border-start-style="solid" height="0.0pt" border-endwidth="0.5pt" padding-bottom="0.0pt" border-start-width="0.5pt" backgroundcolor="#72a1c8"> <fo:block xdofo:in-table="1" orphans="2" widows="2" linefeed-treatment="preserve" textalign="start" padding-bottom="0.0pt" end-indent="0.0pt" padding-top="0.0pt" startindent="3.6pt"> <fo:inline font-size="9.0pt" white-space-collapse="false" height="9.0pt" fontfamily="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" bordertop="0.5pt solid #c0c0c0" border-start-style="solid" height="0.0pt" border-endwidth="0.5pt" padding-bottom="0.0pt" border-start-width="0.5pt" backgroundcolor="#72a1c8"> <fo:block xdofo:in-table="1" orphans="2" widows="2" linefeed-treatment="preserve" textalign="start" padding-bottom="0.0pt" end-indent="0.0pt" padding-top="0.0pt" startindent="3.6pt">

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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" bordertop="0.5pt solid #c0c0c0" border-start-style="solid" height="0.0pt" border-endwidth="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" endindent="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" fontfamily="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" bordertop="0.5pt solid #c0c0c0" border-start-style="solid" height="0.0pt" border-endwidth="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" endindent="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" fontfamily="Arial"> <xsl:value-of select=".//ssRouteGroupName" xdofo:field-name="ssRouteGroupName"/>

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" bordertop="0.5pt solid #c0c0c0" border-start-style="solid" height="0.0pt" border-endwidth="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" endindent="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" fontfamily="Arial"> <xsl:value-of select=".//ssFirstNamex" xdofo:field-name="ssFirstNamex"/>

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Log into the Mobile Web Client again.

Instructions for FR 12-1QNF55C


1 2
Within Siebel Tools, navigate to the Treatment Allocation Business Component. 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 12-1QYI9VW


Use the following procedure to implement this fix.

1 2

Within the Siebel Loyalty application, navigate to Site Map > Administration - BIP Reports > Report Template Registration. In the Report Name field, query for Loyalty Voucher*. The Loyalty Voucher Cancellation Statement and Loyalty Voucher Issue Statement rows will appear.

For each of the records do the following:

a b

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. Click the 'Generate Xliff' button.

Instructions for FR 12-1QYI9WB


Use the following procedure to implement this fix.

1 2 3

Within Siebel Tools, navigate to the LOY Terms Business Component. 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") Within the Billing Type fields pickmap, change 'PickList Field' from 'Name' to 'Value'.

Instructions for FR 12-1RAJ7W8


Use the following procedure to implement this fix.

1 2 3

Within Siebel Tools, query for the SIS OM Base Architecture project, and lock it. Query for the SIS OM PMT Service Business Service. Navigate to Business Service User Props and add a new field with the following values:

Name: strSetCfgStateCodeOnExplode Value: Y

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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 12-1RAJ8OH


Use the following procedure to implement this fix.

1 2 3 4 5 6 7 8

Within Siebel Tools, lock the ISS Authoring Admin project. In Object Explorer, select the Business Service object. In the Business Services list, query for the ISS Authoring Import Export Service BS. Navigate to View > Options > Object Explorer. Uncheck and recheck the Business Service object and click OK. From Object Explorer, expand the Business Service object, and select Business Service User Prop from the list. Select ISS Authoring Import Export Service from the Business Services applet on the righthand side. Within the Business Service User Prop applet, add a new record with the following values:

Name = AutoProceed Value = Y

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 12-1RIPN17


1
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

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

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 5 6 7

Reload the run time event from the header applet. 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. From the Site Map, navigate to Administration > Run Time Events. Click New on the top list applet to create a new action set with the following values:

Name: Set Catalog Id Active: ? Enable Export: ?

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: ?

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 732.

12 Restart the Siebel server.

Instructions for FR 12-1S7PQRR


Use 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 2 3 4 5

Connect to Siebel Tools, and select Commands in the Object Explorer. Query for the "OpenSearch" command. Change the Business Service from Invoke Search to Search Client Service. Query for the ToggleSearch command and change the Business Service from Invoke Search to Search Client Service. Compile the changes to the srf.

Instructions for FR 12-1OVTT1V


1
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

Create an action set with the following values:


Action Type: Invoke Method Method Name: ValidateAccountStatus

Create an event with the following values:

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Object Type: Applet Object Name: Account Pick Applet Event: PreInvokeMethod SubEvent: PickRecord

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).

Compile the srf and start the application again.

Instructions for FR 12-1S2FFRD


Use the following procedure to implement this fix.

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

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

Navigate to Object Explorer > Business Service > Business Service Method, and create a record called UpdateSegmentTreeTable.

Instructions for FR 12-1S5BJ6K


Use the following procedures to implement this fix:

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Siebel Tools Changes

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

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

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

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

Compile the above changes to your .srf file and restart the application.

Siebel Loyalty Application Changes

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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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". 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

Under the "Actions" tab, create an action with the following values:

Name: Redeem Points Type: Redeem Points

Leave the other existing rule under the Promotion tab unchanged and activate the promotion.

Instructions for FR 12-1SPXSIK


Use the following procedure to implement this fix:

1 2 3 4

Log into Siebel Tools and query for the Assignment Rule Business Component. Drill down to the Rule Type Code field. Open the Properties window, copy the value of the Post Default Value property, and then set the value to empty for this property. Paste the copied value to the "Pre Default Value" property.

Instructions for FR 12-1SSUPF2


Use the following procedure to implement this fix:

1 2

Within Siebel Tools, query for the Assignment Group-IO integration object. Drill down to Integration Object User Property.

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Query for the Csv Import By EAI user property, and add this property if it does not exist. Set the value of this user property to FALSE.

Instructions for FR 12-1SSUPOB


Use the following procedure to implement this fix:

1 2 3 4

Log into Siebel Tools, and query for the Skill Applet or Position-Skills-SkillItems applets. Lock both applets. Select Control in the applet, and query for the ImportSkillData control. Delete the ImportSkillData control for both the Skill and the Position-Skills-SkillItems applets.

Instructions for FR 12-1SSCJTW


Use the following procedure to implement this fix:

1 2 3

Log into Siebel Tools, query for the Synergy project, and lock it. Query for a symbolic string with the following values: Name=SBL_ASG_*_POPUP and Project=Synergy 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 5 6

Query for applets with Project=Synergy. Select the Position Skill Import Popup Applet record. 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 12-1RB07UI


Use the following procedure to implement this fix.

Import the EMR_UI.zip file located in the siebsrvr\bin directory.

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Launch the dedicated client with the /editseeddata option. Navigate to Application Admistration > Views. 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 12-1TSQ0BX


Use the following procedure to implement this fix:

1 2

Within Siebel Tools, navigate to the SIA CS ADL Product Distribution List Applet > SIA CS Retail Product - Authorized Distribution Business Component. Change the fields used by these existing list columns of the applet:

a b

Change the Org Product Delist Date" field to "Delist Date". 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 12-1SJ56TJ


Use the following procedure to implement this fix:

1 2

In File > Page Setup, select Print Background Colors and Images. In Tools > Internet Options > Advanced > Printing, select Print Background Colors and Images.

Instructions for FR 12-1SJO29Z


Use the following procedure to implement this fix:

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 3 4 5 6 7

Make backup copies of these three projects. Select Tools > Import from Archive. 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. 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. Compile the modified BC and the two modified links Log into the application to test these changes.

Instructions for FR 12-1R75OOH


Use the following procedure to implement this fix.

1 2 3 4

Log into Siebel Tools, and lock the LS Pharma Samples project. Import the sif files located in the REPPATCH\SampleMgmt811DataMigrationQF.zip file Publish the workflow. Compile the srf.

Instructions for FR 12-1T7D8JJ


1 2
Within Siebel Tools, reate the LOY Merge Transaction Business Component. Add the LOY Merge Transaction Business Component to LOY Member Business Object.

Instructions for FR 12-1R7NHCI


1 2
Log into Siebel Tools, and navigate to the LOY Engine Member Tier Business Component. 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 12-1QNF549


Use 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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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'. 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 2 3 4


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.) Create a new LOV type for treatment channel, and create new values for the required treatment channel types (Email, fax and web). Create a new picklist based on this LOV. 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

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 7

Create pick maps for these fields. If the field is based on LOV, then in the pickmap, 'Picklist Field' should be 'value'. 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. In the getCounts integration object, create new integration components called segmentationOptions and govRules.

a b 9

In segmentationOptions, create IC fields named 'cachOverride', 'countOverride', 'removeCacheHits' and 'samplingFactor'. Set the IC field user properties and IC user properties. In govRules, create fields called 'name' and 'value' and set IC field user properties and IC user properties.

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 fields


To 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 12-1RBZC49


Use the following procedure to implement this fix:

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Within Siebel Tools, query for the Action BC. 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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Compile the srf and launch the application.

Instructions for FR 12-1T03IPL


In 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 Comments


To 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) The name and version number of the Siebel application you are using Your name, job title or functional area, company name, phone number, and email address

Contact us through regular mail or email at: Oracle Siebel Technical Publications Department 500 Oracle Parkway Redwood Shores, CA 94065 Siebeldoc_ww@oracle.com We appreciate your feedback.

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