Drag and Drop data migration in Siebel Open UI

Drag and Drop data migration in Siebel Open UI list applet –  sounds interesting?

Well,

You know, data migration is an integral part in any project. Most of the cases, data migration is performed by developers.

But what would you say if end users can do data migration instead of developers?

Let me explain:

With every innovation pack, Oracle releases new and exciting Siebel Open UI features.

One of such features is – Drag and Drop data migration in list applet.

This Siebel Open UI feature was first introduced with Innovation Pack 2013.

Bear with me, because I’m going to show you it works…

You know,

To import data from a spreadsheet into Siebel application, you can use EIM Import or COM object or Business Service.

However, EIM is the most preferable and reliable process for data migration in Siebel.

But,

Main drawback of all three approaches is that none of them can handle adhoc data request.

What does that mean?

Let’s assume a business scenario:

Suppose a company runs campaign on adhoc basis and captures prospects’ details.

Now to process further, company needs to bring those prospects into Siebel system.

So, either employees of that company have to do manual entry or give the data file to Siebel experts.

Bottom line is that to start work on prospects, company has to wait some time.

That’s not good!!

I know,

You can write batch job or business service to automate the process but that has also a limit. You can not build EIM job for every future data file.

Now imagine another scenario:

A company has a preformatted spread sheet for all employees to capture prospect details. Employees enter details in that spread sheet and just drag and drop it in Siebel application to import data.

Less dependency and no waiting time!!

Isn’t that great?

Let’s see how we can drag and drop records in Siebel Open UI.

A word of caution:

This drag and drop feature works only in list applet, not in form or tree applet.

To discuss all steps, we have built a sample spreadsheet that we will try to import here.

siebel open ui features - drag and drop data migration

Steps to drag and drop data migration in Siebel Open UI:

Step 1: Verify List Applet

Very first step is to get the list applet name where you want to activate this functionality.

You know how to get the applet name, right?

Just navigate to that applet and click on Help –> About View.

As we are trying to import account records here, our applet name is ‘SIS Account List Applet‘.

Step 2: Add applet user properties

To enable this feature for a particular applet, you must add two new applet user properties.

Name Value
ClientPMUserProp EnableDragAndDropInList
EnableDragAndDropInList TRUE

So, you login into Siebel tools and query for the applet in Object Explorer.

Now, add above two applet user properties and compile it.

drag and drop records in list applet

Remember:

User property ‘ClientPMUserProp‘ can have more than one value. You use comma as separator to add new value.

Now, the list applet is ready for drag and drop data migration.

Step 3: Identify mandatory columns and compare with spreadsheet

You know, almost every object like Account, Contact, Opportunity has few mandatory fields. Such fields are marked with a red asterisk .

During data import, you have to take care all these required fields, otherwise it will fail.

So, before dragging records, make sure that all mandatory columns are present in the spreadsheet as well as record set.

In our example, Account Name is the mandatory field that we have to take care.

Important notes:

  • Data rows should start immediately below column header row in the spreadsheet.
  • Sequence of column headers in the spreadsheet does not matter. You can include column header in any order but name should be same as list applet column name.

Step 4: Verify Drag and Drop data migration functionality

To test Drag and Drop functionality, you select the cells that include header and data rows in the spreadsheet and drop it in the list applet.

Siebel can take some time to complete the job if the record set is large.

Once the process is completed, verify records have been created or not.

You can see in the below image. We have two accounts in data file as well as application.

data migration in siebel open ui

If you are using Microsoft Excel, then follow below steps to drag and drop records

  • Position the cursor over a corner of the selection area until MS Excel displays the cursor as a four-way arrow
  • Right click and hold down the right mouse button
  • Drag and release the selection area in the list applet

Wait!!

It’s not over…

You must read below important points

1. Using drag and drop functionality, you can not import data in MVG field. If the selected record set has any column to populate MVG field, import process will fail.

So before importing data, make sure that there is no column for MVG field in your spreadsheet.

2. You must take care static picklist values also. If the spreadsheet contains values for any static picklist field and it does not match with any of LOVs, Siebel will throw error – ‘Wrong field values or value types detected in field XXX‘.

So before importing values for picklist field, make sure that same value is already present in LOVs.

3. Though the column header sequence in the spreadsheet does not matter but header name matters a lot. It should match with applet column name.

4. If a column is not displayed in list applet, data for that column will not be imported. However, data for other fields will be imported without any error.

5. Siebel will throw user key error if you try to import more than one record with same set of user key values. But all other records will be imported without any error.

Now it’s over…

Though it is not frequently used Siebel Open UI feature, but quite interesting.. isn’t it?

It can save time, also increase productivity.

Frankly speaking,

We have never activated this drag and drop data migration method in production environment for any customer.

If the end users do not take care data migration properly, it may cause data integrity issue also.

What about you?

Do you think, this drag and drop Siebel open UI feature can help customers to speed up process? Will it create more data related issues?

Please leave your feedback in the comment section below.

Keep in touch, follow TechOneStop on Facebook / Twitter / LinkedIn / Google+.

<< Customize Server Busy error in Siebel              Highlight required fields in Siebel Open UI >>

Difference between Siebel Open UI 8.1.1.10 and 8.1.1.11

Oracle has done many changes in Siebel Open UI 8.1.1.11 over 8.1.1.10. One major difference is that from Open UI 8.1.1.11 onward, there is no need to add any user property to associate Presentation Model or Physical Renderer JS files with Applets or Views or Screens. We can do this from Open UI client itself and completely srf independent. If you have worked on Siebel Open UI .10 version, then you know that we have used two user properties (Physical_Renderer and Presentation_Model) in Siebel tools to embed .js files with Siebel objects and compiled into srf. But from Open UI 8.1.1.11, we will not use these two user properties anymore. Also there is no need to modify manifest file (custom_manifest.xml) anymore. Here we will see, how we can we do from client itself.
Let me give you an example. Suppose, for ‘Contact Form Applet’, we have one PR file (condemaildisplaypr.js) and one PM file (condemaildisplaypm.js) which will display contact’s Email id conditionally.  So next step will be, embed these two files with ‘Contact Form Applet’.
In 8.1.1.10, we need to add two applet user properties (Physical_Renderer and Presentation_Model) under the applet, give key name as value and compile it.
Siebel Open UI 8.1.1.10 - techonestop.com


But in 8.1.1.11, instead of adding these two user properties in Siebel tools, we will do it from client. 
Step 1: Go to Administration-Application > Manifest Files and add two js files like below

Siebel Open UI Manifest file - techonestop.com
Manifest Files Registration

Step 2: Go to Administration-Application > Manifest Administration and associate these two files with the applet like below

Siebel Open UI Manifest Administration - techonestop.comSiebel Open UI 8.1.1.11 - techonestop.com

Step 3: Log off and log in, we can see our changes now.

So from Open UI 8.1.1.11, there is neither any user property to embed JS files nor srf compilation, it’s completely srf independent. 
To get more updates on recent activities, follow ‘TechOneStop‘ on Facebook/Twitter/LinkedIn or join our website as followers.

You may like our Youtube videos on Siebel Open UI Training:

How to create a free website

Want to build your own website but don’t know how to start!! Don’t worry, here we will tell how to create a (FREE!!) website step by step. Before opening any website, it is very much important to set a clear goal. So let’s start our discussion with few initial questions.

How to create a free website - techonestop.com

1) What kind of website you want to open (educational, commercial, music, social…)?
2) How much space do you need for your website?

– Well, it is tough to answer at primary stage. But if you are planning to open a website which     
will mainly have videos or images, it needs more space than just text based website.
3) What would be the content type (text/picture/music/video)? Decide the percentage of every content type.
4) What will be the domain name? (Better to decide more than one domain name because it could be that the website name what you have decided, is already taken by someone else.You have to pay to buy custom domain mane) 

5) Do you want custom email id? (Suppose, owner of the website www.lovemypet.com would like to have custom email id like [email protected]) Also how many custom email id is required for you?

6) Do you need any mysql/php server deployment/maintenance for you website?
7) Most important, budget for your website?


You may think that just now we told free website, then why do we need budget here. Well, if you want a professional name for your website, then you have buy domain name like techonestop.com .
But if you just want to start your own website, which mainly contains text articles and does not require any custom email id or server maintenance, then better to start with blogger or WordPress. It is completely free of cost. After that just buy the domain name and integrate it with blogger or WordPress website which will give your website a professional name. It will cost you few bucks only but if you want our own web hosting mechanism, more space to store contents like music, video or custom email ids, then you have to pay more.  Here we will discuss how to get a website with professional name spending nothing or very few bucks. 

High Level Idea: Use Blogger or WordPress which will give you a platform to write articles, free templates for website, free widgets and many more and then integrate it with actual domain name. Here we will use blogger. Lets see in details how to build a free website.


Step 1) Create a Google account

As we are using blogger here, we have to have Google account to get blogger administration window. If you already have Google account. you can use it otherwise open a new Google account. We will use this Google account to login into blogger.com. Once you are logged into blogger, click on the ‘New Blog’ button to create a new blog. One blogger account can have up to 100 blogs. In the popup window, give the title of your blog and in the address field, put your blog name. Its url will be sub-domain of blogger. Suppose, if title is like ‘Love My Pet’, then address could be lovemypet.blogspot.com. Initially pick any template for your website, given by blogger, later we can change it. Now click on ‘Create Blog’ and check your blog has been listed in your blogger account or not. Once your blog is created successfully, either click on ‘View Blog’ button or give the blog address url in address bar of any browser. Your blog will be up and running just like any another website. Only difference, it will have blogspot.com sub-domain. Now our next step is to give a proper name like www.lovemypet.com so that it looks like professional website. You can write posts, change templates/color/font size of your blog, add navigation menu bar. We will discuss these in next post.

Step 2) Buy domain name for your website
Now we will change the name of our website. To do this, we have to buy domain name so that our blog looks like www.lovemypet.com. What is domain? Domain is nothing but the address url of a website. Without proper domain name, we cannot open any website. Now one domain name can have sub domain also like blogger.com is a domain name but when we create our blog under blogger.com, we get address like mywebsite.blogger.com which is the sub-domain of parent one. To buy our own custom domain, we have to spend few bucks. Also price varies from domain to domain, like if you buy generic domain name like .com, .info, .org then you need to pay more. But if you buy country level domain like .in, .us, .uk then you pay less. 
There are many companies who provide domain names in cheaper rate like godaddy, register, bigrock, yahoo. Visit any of these sites and search for your domain name availability. Suppose Lovemypet.com is already taken by someone else, then you can either change the name like lovepet.com or if other domain extension (like lovemypet.org/lovemypet.co.in) is available, pick up any. So once you decide your website name, register and buy the domain. Before buying domain name, don’t forget to compare price in various websites as price may differ from one company to another. You can see various buying option like only hosting, hosting with server maintenance and email id. For the time being you can pick up only hosting option. After registration, you will get code which needs to integrate with your blog. It may take some time to get the code.

Step 3) Integrate blog with domain id
Once your domain registration is approved, login into hosting website with your user id/password. Here we will tell you few common steps what you need to perform to integrate your website. There may be additional steps as it differs from company to company. Few common steps are like below:

    a) Goto DNS Management of your domain name. Here you have to create 4 different ‘A’ records of domain by using 4 different IP addresses.
    b) After creating 4 different ‘A’ records, it’s time to set ‘Cname’ for domain. To do this, go to ‘Cname’ records and click on Add ‘C’ name record.
www in name box, put value ghg.google.com and TTL 28000 and save the ‘Cname’ record.


Step 4) Blog verification
Once you are done with ‘Cname’ configuration in your hosting website, we have to change few settings in our blogger account as well. So, login into blogger and select the blog for which you want to set up ‘Cname’. Go to ‘Settings’ > Basic > Publishing Blog Address > Add custom Domain name and in Advance settings, type your domain name.
Add a new ‘Cname’ here using verification code. Put the first code in ‘Name, Label or Host’ field, second code in the ‘Destination, target or Points to’ field and add TTL as 28000.

How to build a free website - techonestop.com
That’s all to give your blog a pro name. It may take few hours to do DNS settings and blog verification. Also the above steps, given in Step 3 and 4 may vary from one hosting company to another but mostly they are same. You can refer ‘how to setup’ docs, available in any hosting service provider website.
Also you can spend some time for decoration of your website. To do this, login into blogger account and select your blog. Go to setting tab and pick most suitable template for your website. Change the font color, size and background color in blogger provided interactive designer pane. If you want, add some custom HTML/CSS code or add gadgets. You can get many free templates over the net and integrate it with your blogger if you are not satisfied with templates, provided by blogger. That’s all to have your own website.
How can you make it completely free if you want a pro name for your website?

Let me tell you this how you can get website free of cost. You already know that one can have any number of blog completely free of cost. Now if you don’t want to pay a single penny to buy domain name, then go for domain co.nr. It’s completely free and don’t need to pay a single penny. To get this, visit www.freedomain.co.nr and register, this will give you a free domain name. Follow remaining steps to integrate you blog with .co.nr domain.

Do you have any question on how to create a free website? Then please write us. Sharing is caring, so please share it with your friends.To get more updates on recent activities, follow TechOneStop on Facebook/Twitter/LinkedIn.

How to apply Open UI patch on Siebel Sample/Local database

Open UI is a new thing in Siebel CRM. Siebel Open UI is browser independent Siebel application with enhanced look and feel, advanced features and many more. To know more about Siebel Open UI, please read our Open UI training series or watch our YouTube videos. Here we will discuss how to apply Open UI patch on Siebel Sample/Local database to ready our developer environment. If you already have Siebel 8.0/8.1 base version installed in your system, then you are good enough to apply Open UI patch on it. Otherwise, upgrade your Siebel base version first to 8.0/8.1 and then apply patch. Here we will apply Open UI patch 8.1.1.10 on Siebel base version 8.1.1.0. If you don’t have the patch handy, you can download it from oracle website. Inside the patch folder, there will be two subfolders, one for Siebel_Tools and another one for Siebel_Web_Client.  You open any one of these two folders to apply patch. Here I have picked up Siebel_Web_Client folder to do this. Now, click on the file ‘Module’ under the path ClientSiebel_Web_ClientDisk1install and follow below steps to complete the process.

Step 1: Specify the WebClient path where you want to apply patch, then browse the path and click next. If you like to get updates from Oracle support web or want to be informed of any security issue, then provide your email id in the next window. If not, just keep it blank. Click on ‘Install’ button and go to Step 2.

Siebel Open UI - www.techonestop.com

Step 2: Once you click on the install button, wizard will start installation automatically. During installation, oracle creates a log file for the same.You can find it under the path Oracle InventorylogsinstallActions*.log.

Siebel Open UI, how to apply patch- www.techonestop.com


Step 3: Once the patch is installed successfully, wizard will be auto closed. Now open your installed Siebel Tools folder location and locate the new folder called ‘REPATCH’. Inside that folder, you can see many folders with various options. As we are applying patch 8.1.1.10, unzip the zip file OpenUI_Base_81110.
Inside the unzip folder, there will be one file called ‘Read me.txt’. You can refer this file for remaining steps to complete the process. Otherwise perform below steps to run your application on Siebel Open UI mode. 

Our next target is, import all open ui related sif files into siebel repository. There is one Siebel provided bat file import.bat which will import all sif files using the file preference.txt. If you want to import individual package one by one, then go to the specific package folder and follow steps given in readme.txt file. As we want to import all files, use the main import.bat file under the folder Tools_1REPPATCHOpenUI_Base_81110OpenUI_Base_81110.

Step 4: There are few optional steps before starting import like backup of Siebel database, create new ODBC connection. For safer side, we will make a copy of our database.  Also if you want, change the symbolic string prefix. To change it, open tools.cfg file and locate the parameter SymStrPrefix. You can put any string in the place of X_. Oracle suggests to give SBL_ in the place of X_ so that we can get to know what all objects have been imported after applying open ui patch.


Step 5: Now if you want to import sif files related to Oracle BIP Reports, create a new project other wise no need to create any project, just lock below projects before importing files.
Reports – OpenUI,
Communication Administration,
XMLP Integration,
Symbolic Strings,
eCalendar,
Locale,
User Preferences,
Siebel Universal Agent,
FINS eBanking Email Activities,
Activity,
Shift,
Table Locale,
SWE,
Query Assistant,
Menu,
eApp,
Common Components,
Message Broadcasting.
Table Sales


Step 6: Open  language.txt file under the path Tools_1REPPATCHOpenUI_Base_81110OpenUI_Base_81110 and ensure that your preferred  language code is present in that file.
Below language codes are supported by Open UI:
   ARA – Arabic
   CHS – Chinese(Simplified)
   CHT – Chinese(Traditional)
   CSY – Czech
   DAN – Danish
   NLD – Dutch
   ENU – English
   FIN – Finnish
   FRA – French
   DEU – German
   HEB – Hebrew
   ITA – Italian
   JPN – Japanese
   KOR – Korean
   PLK – Polish
   PTB – Portuguese(Brazilian)
   PTG – Portuguese(European)
   RUS – Russian
   ESN – Spanish
   SVE – Swedish
   THA – Thai
   TRK – Turkish



Step 7: Now we will configure the file preference.txt which provides the parameter details to import.bat. This step is optional, if you keep any parameter blank and click on import.bat file, then it will ask for parameter values on run time. We would suggest to populate preference.txt file properly first with all parameter values and then click on the import.bat file. Below are the parameters what all we need to populate.
   REPOTOOLSBIN=<Full path of siebdev.exe, e.g. C:siebeltoolsbin>
   REPODATASOURCE=<Data Source entry from tools.cfg, where to import the objects into>
   REPOUSERNAME=<User Name>
   REPOPASSWORD=<Password>
   DBTYPE=<ORACLE/MSSQL/DB2UDB>
   DDLPATH=<path that contains ddldict.exe and ddlimp.exe>
   SIEBUSER=<Siebel Username>
   SIEBPW=<Siebel Password>
   ODBCDATASOURCE=< the name of the ODBC data source)
   TBLO=<Table Owner>
   TBLOUSER=<Table Owner User> (only needed for MSSQL)
   TBLOPW=<Table Owner Password>


In our case it looks like,
REPOTOOLSBIN=D:Siebel8.1Tools_1BINsiebdev.exe
REPODATASOURCE=TEST_LOCAL
REPOUSERNAME=SADMIN
REPOPASSWORD=SADMIN
DBTYPE=ORACLE
DDLPATH=D:Siebel8.1Tools_1BIN
SIEBUSER=SADMIN
SIEBPW=SADMIN
ODBCDATASOURCE=TEST_LOCAL
TBLO=SIEBEL
TBLOPW=SIEBEL
TBLOUSER=
Once you are done with the file setup, click on the import.bat file. If there is anything wrong in parameter setting, Siebel will throw error. Fix those and run it once again. After clicking on the import.bat file, it will ask you ‘Start import (y/n)?’. Choose option ‘y’ and press enter, then select option 1 to import all.

Siebel Open UI, IRM- www.techonestop.com



Step 8: Once the process is completed, do a full compile to get a new srf. Put the srf in Webclientobjects folder. Now open any client cfg file (like uagent.cfg, sales.cfg) and add below parameters under the section ‘InfraUIFramework’.
                           HighInteractivity   = TRUE
                           EnableOpenUI       = TRUE

That’s all. If you want, you can change the symbolic string prefix parameter(SymStrPrefix) value back to x_ in tools.cfg .Now our Siebel Open UI application is ready, clear browser cache and open Siebel Open UI application. If IE is your default browser but want to open it in other browser like Firefox or Google Chrome, then perform few more additional steps. Here we will tell you,  how you can open the application in Firefox. Same is applicable for other browsers as well.

  •  Right click on the ‘Siebel Client’ icon and click on properties. 
  •  In Target tab, at the end of the given string, add firefox.exe file path (/b “C:Program Files MozillaFirefoxfirefox.exe “)
  • Click on ‘Apply’ and ‘Ok’

Now your siebel open ui application will open in Firefox browser.If you face any challenge during applying Siebel Open UI patch, feel free to ask us. To get more updates, follow ‘TechOneStop‘ on Facebook/Twitter/LinkedIn or add yourself as follower.

Watch our Open UI training videos: