יום שני, 19 במאי 2014

Siebel Open UI: Format All the Lists - Part 1

In an attempt for a real-life scenario of customizing the appearance of all list applets in a Siebel Open UI enabled application, I would like to introduce you to a coding experiment for conditional formatting of list columns.

As usual, let's see what we want to achieve:

Click to enlarge.
As you can see from the above screenshot, the Opportunity List Applet has two columns - Revenue and Probability % - which are conditionally formatted depending on their value. End users are able to use CTRL+click on the column header to display a prompt where they can enter a target value to influence the background color of the cells.

This solution should be applicable to all list applets. In this and the following post, I will lay out the steps to achieve a generic solution for the requirement presented above. The example solution focuses on numeric columns but can be easily applied to other data types as well.

The following are the main ingredients:

  • Applet User Properties
  • Custom Presentation Model
  • Custom Physical Renderer

Today, we'll focus on the first two points:

Using Custom Applet User Properties in Siebel Open UI

As a frequent reader of this blog, you are aware of the ClientPMUserProp applet user property introduced with Innovation Pack 2013. This user property is used by Oracle to define standard applet behavior such as drag and drop to and from list applets or collapsible/expandable headers.

We can also define our own custom user properties and - as they will be forwarded to the Open UI framework - can use them in the browser-side code to control the behavior of our customizations.

To implement the conditional formatting example, I chose to define two custom user properties:

  • CF Field List: A comma separated list of business component fields which - should they be exposed as list columns - will be conditionally formatted.
  • CF Threshold List: A comma separated list of numeric values which defines the default target values for the respective fields.

To add these user properties to an applet, we have to edit the applet in Siebel Tools and do the following:

  1. Open the list of Applet User Properties for the applet.
  2. Create three new user property records as follows:



Name
Value
ClientPMUserProp
CF Field List, CF Threshold List
CF Field List
Primary Revenue Amount,Primary Revenue Win Probability
CF Threshold List
500000,50

The above settings apply to any list applet using the Opportunity business component, for example the Opportunity List Applet.

Here is a screenshot documenting the work:

Click to enlarge.
We have to consider that when the ClientPMUserProp user property is already defined for an applet, we must add our new user properties to the list, using commas as the separator. Alternatively, the user property can be sequenced, so we can define multiple instances like ClientPMUserProp1, ClientPMUserProp2 and so forth.

With this technique we can define a list of fields which should be conditionally formatted and the default target value for any list applet. Of course the field names must match exactly those of fields available in the applet's BC.

Ah, and yes, don't forget to compile the applet(s).

Accessing Custom User Properties in a Presentation Model

Any user property defined in the ClientPMUserProp value will be propagated to the property set used to set up the presentation model of the UI object.

As Siebel Bookshelf states, we can currently do this with individual controls, applets or views. To be able to access the values of the custom user properties, we must extend the presentation model and override the Setup method of the custom PM. This is because the Setup method receives a reference to the current object's property set.

The following code shows the Setup method of a custom presentation model extension class, accessing the user properties we created above.

Click to enlarge. Example code for IP 2013 (8.1.1.11)
The screenshot shows the full code with the important lines highlighted.

As you can see, we use a reference to the Oracle-defined set of constants to retrieve the name of the property set containing the applet user properties (SWE_APPLET_PM_PS). This is a recommended practice to avoid issues should Oracle engineering decide to change the naming convention in a future release.

Then we can use the GetProperty method of the property set to retrieve the values of the two custom user properties we created in the first step in Siebel Tools and store them as "local" PM properties so that we can easily access them from the physical renderer.

The custom presentation model must be administered in the manifest as usual and associated with a test list applet (recommended) and later with the DEFAULT LIST APPLET entry (IP 2013 and later). For testing purposes it is recommended to use a single test applet and use SiebelJS.Log() to print the user property values to the browser's JavaScript console.

The Story so far

With the above configurations, we have set the foundation for writing a generic physical renderer extension for list applets which evaluates the user properties and formats the respective list columns accordingly.

Please stay tuned for the second part of this mini-series where we will discuss a possible approach for this solution.

have a nice day

@lex

יום רביעי, 14 במאי 2014

Siebel Open UI Developer's Handbook - Announcement

It is not without some parental joy that we announce a new Siebel CRM book to be published this winter.

Together with three of the most distinguished Siebel Open UI experts, this humble writer is currently working on putting together useful information and case studies for the upcoming book:

In this book, you will:
  • Learn all about the Siebel Open UI Architecture
  • Learn to create custom Presentation Models and Physical Renderers
  • Learn advanced techniques for Open UI customization
  • Understand how to apply custom styles and themes
  • Customize and deploy Siebel Mobile Applications
  • Integrate Siebel Open UI with external applications
  • and more (see below)
As a frequent reader of this blog, you know that the book authors are truly committed to sharing information:
  • Duncan Ford
  • Alexander Hansal
  • Kirk Leibert
  • Jan Peterson
We expect the book to be published in Winter 2014/2015 and plan to align it with Siebel CRM Innovation Pack 2014. We are happy to announce as well that you can participate in shaping the book's content and get notified when it is available by filling in a simple form.

Please feel encouraged to grab this opportunity and create a book designed by and for the Siebel developer community.

have a nice day

@lex

יום שני, 12 במאי 2014

Oracle Launches Customer 2 Cloud Program

In his Siebel Observer publication, Bruce Daley informs us that Oracle changes its policies to allow Siebel support fees to be applied to Cloud products.



***

Oracle Corporation (NYSE: ORCL)  has announced new licensing policies that make it easier to exchange Siebel shelf ware for other CX products. Called the Customer 2 Cloud program, the new policies hope to overcome some of the common financial and technical problems Oracle customers experience in transitioning from Oracle on-premise software to Oracle software-as-a-service Cloud products. The Customer 2 Cloud program allows Oracle HCM and CRM customers to exchange some of their on-premise support budget for new Oracle Cloud products.

"The Customer 2 Cloud program helps organizations get their hands on the latest technology," says Rod Johnson, group vice president, Oracle Applications and Industries Solutions Group. "This program aims to remove the financial and integration challenges that can impact a company's adoption."

Oracle Customer 2 Cloud program is open to Oracle CRM and Oracle HCM customers that are running Oracle's Siebel, Oracle E-Business Suite, Oracle's PeopleSoft and Oracle's JD Edwards EnterpriseOne solutions on-premise. Oracle customers also have the flexibility to shift to a hybrid model with both on-premise and cloud applications.

Customers can convert their existing on-premise support budget to subscribe to Oracle Customer Experience Cloud and Oracle Human Capital Management Cloud services within the same product family. For example, a customer with on-premise seats for Oracle Siebel eService can transfer those seats to Oracle Marketing Cloud.

For more information about the details of the program see http://www.oracle.com/us/corporate/features/customer2cloud/index.html

***

This article was originally published on the Siebel Observer web site.

have a nice day

@lex

יום שישי, 9 במאי 2014

Rittman Mead BI Forum 2014: Day 3

This year's BI Forum in Brighton is a wrap. Here is a quick account of what wisdom and knowledge was shared by the speakers on the final day.

The first slot was by Truls Bergensen on how will of Endeca fit in to the Oracle BI topography.

Next it was Nicholas Hurt and Michael Rainey demonstrating how to replace OWB/Streams with ODI/GoldenGate to achieve real-time data warehousing.

Then it was cloud time again as Matt Bedin went through a demo of the imminent Oracle BI Cloud.


The afternoon saw Gianni Ceresa talking about Essbase within and without OBIEE and TED-style talks by Marco Klaassens and Christian Berg.

The final talk of the conference was Alistair Burgess on tuning TimesTen with aggregate persistence.

And while everyone is heading home let me thank the good people at Rittman Mead for another truly impressive and well-organized conference.

As someone who "grew up" with the Oracle BIEE stack since Siebel Systems acquired nQuire, the broad variety of topics such as GoldenGate, ODI, Endeca, etc. proves that the OBIEE landscape has evolved into much more than just Answers and Dashboards.

Oracle and its partners do a great job to integrate all the different technologies and push them to the cloud.

have a nice day

@lex

יום חמישי, 8 במאי 2014

Rittman Mead BI Forum 2014: Day 2

The second day of this year's installation of Rittman Mead's BI Forum in Brighton saw some impressive content and brilliant presentation. These speakers kept the audience engaged.

Emiel van Bockel showed how you can achieve sub-second response times for thousands of concurrent users querying against hundreds of millions of rows in just two years and with just one Exalytics box.

Oracle's Chris Jenkins took the crowd for a deep dive into TimesTen for Exalytics.

Robin Moffatt told us there are no silver bullets but a lot of golden rules when it comes to measuring and optimizing OBIEE Performance in the real world.
Coming soon to a screen near you: The Oracle BI Cloud. Adam Bloom of Oracle did a "behind the scenes" talk about this soon-to-be addition to the Oracle Cloud.

Following 15 minute TED-style talks and some refreshements, Andrew Bond and Stewart Bryson closed the day with a presentation on Big Data architecture for the enterprise.

As is customary for Rittman Mead events, delegates enjoyed a gala dinner. The location was - interestingly enough - St Georges Church in Brighton.

יום רביעי, 7 במאי 2014

Rittman Mead BI Forum 2014: Day 1

This year's BI Forum in Brighton, UK has started with a Big Data masterclass with Lars George from Cloudera titled "Hadoop, HBase, NoSQL and What These Mean for Oracle BI&DW Developers"


Lars' knowledge is encyclopedic to say the least. The crowd gasped as he presented the vast array of funny-named tools that have evolved around HDFS and hadoop over the past 10 years.

For anyone, including of course BI and DW developers, with a professional interest in crunching data in large volumes or at high speed or both, the hadoop ecosystem provides us with a vast array of tools such as Pig, Flume, Hue, Parquet, Squoop, Impala, HBase or Oozie, just to name a view. All of which (and more) Lars managed to present in uncanny depth and breadth of detail.

For those among you with further interest, you might want to peruse the search engine of your choice as well as the virtual machines available from Cloudera or Oracle to get started.

Cloudera also provides a live playground environment via the internet.

The evening of day one saw the crowd relaxing at the drinks reception and listening to Oracle's Matt Bedin delivering the traditional keynote under the - traditional as well - NDA. But let's say this much: Interesting times ahead ;-)

If you can't make it to the BI Forum this year, check out the delegates' tweets (#biforum2014)

have a nice day

@lex

Siebel Mobile Web Client Statement of Direction 2014

If you or your customers are using the Siebel Mobile Web Client along with Siebel Remote technology, you should log in to My Oracle Support as soon as your time allows and get the latest Statement of Direction (SOD) document which lays out Oracle's plans for this technology as well as the future roadmap for Siebel Mobile Disconnected Applications.
Image source: Siebel Systems training material
The document is numbered 1663459.1 and can be found here (My Oracle Support account required).

have a nice day

@lex