siebeler

More than a year ago, I wrote an article on Siebel CRM UI Options in the mobile web. The article introduced some of the better and some of the lesser known options for viewing and editing Siebel CRM data using a mobile device (connected to the corporate network) and the variety of browsers which comes with these devices.

Of course, the eager Siebelite will quickly add Siebel Open UI to the list. And indeed, any modern, JavaScript enabled browser on any device (iPad, iPhone, Android smartphones and tablets, etc...) should be able to render the new UI quite nicely.

But still, the Siebel web client is designed for monitors attached to desktop-class PCs. And even if you can pinch and zoom on a smartphone, using Siebel on such a small screen isn't really fun. Additionally, tablet and smartphone users expect more than just a zoomable web site, they expect interactivity with their phone. For example, they want to get driving directions to their customer displayed on a map or simply tap the contact's phone number to initiate a call.

The new product, introduced along with Siebel Open UI with Innovation Pack 2012, namely Siebel Mobile Connected Applications, has been developed to accomplish just that: Rich interactivity on mobile (connected) devices, still using the browser (so it's not a "native app").

Siebel Account Detail view in a mobile connected application

In this post, I will describe how to access the mobile connected applications and explore the most intriguing features.

1. Object Manager Setup

The bookshelf guide for Mobile Connected Applications gives us detailed instructions how to set up an object manager for the new applications. As it states, the following application object manager parameters must be set for all object managers:

• EnableOpenUI=TRUE
• AppletSelectStyle="Applet Select"
• MobileApplication=TRUE
• EnableInlineForList=Never
• ShowWriteRecord=TRUE
• EnableSIFocusTracking=TRUE
• HighInteractivity=TRUE

1. In the Developer Tools (F12), click the Settings icon (gear in the lower right corner) and in the Overrides tab, select the desired user agent and metrics (e.g. screen size).
2. Install a user agent switcher such as the Chrome UA Spoofer, so you can simply switch to another user agent from the browser menu bar.
3. You can also call chrome.exe with some command line options allowing you to create a separate icon for running Chrome in "tablet mode". 

I prefer the third option and this is what the command looks like:

 %LOCALAPPDATA%\Google\Chrome\Application\chrome.exe -user-data-dir=D:\siebel\client\_cacheIpad --user-agent="Mozilla/5.0 (iPad; CPU OS 5_0 like Mac OS X) AppleWebKit/534.46 (KHTML, like Gecko) Version/5.1 Mobile/9A334 Safari/7534.48.3" --window-size=1400,892 http://localhost/start.swe

Note the -user-data-dir and --user-agent as well as the --window-size parameters. The URL http://localhost/start.swe is opened immediately when the browser opens, so the Developer Web Client (siebel.exe) must have been launched before from a typical shortcut such as:

D:\siebel\client\BIN\siebel.exe /c D:\siebel\client\BIN\ENU\epharmace.cfg /b "%LOCALAPPDATA%\Google\Chrome\Application\chrome.exe"/d sample /u SADMIN /p SADMIN

Note that this will still open in desktop mode but you can simply close that tab and use the browser shortcut described above to launch into the mobile connected client.

3. Exploring the Mobile Connected Application

The screen layout of a Siebel mobile connected application is left to right (not top to bottom as in a desktop app). So to the left hand side, you will find the menu bar with the screens and menu icons. Click or tap on the Accounts screen and see what happens.

You will see a list of accounts. You can narrow the list by using the Search field and you can see a Google map of all account addresses (in the browser, not in the database) by clicking the pin icon:

Swipe the account list to scroll up and down.

In the detail area on the right side of the screen you can view account details, initiate phone calls, see a map of the account address. In addition you have access to detail views such as Contacts or Calls.

In the top right area you find a menu icon and icons which allow you to create and edit records as well as navigation buttons.

The screenshot below shows the contact details and the expanded menu:

How to Create a Application Menu Item

• In Tools, Open Object explorer and expand Menu Object. By default it is not available, you need to add by adding it in View->options-> Object explorer-> Check "Menu"-> Then OK.
• Query for "Generic WEB" (Most of applications use this Menu Type, you can check the menu used by your application by navigating to Application Object-> select your application and check for Menu Property).
• Then Menu Item Child Object create a new record with following values.
• Name = Tools - Test
• Caption = Test
• Command = Command to invoke once the user clicks menu item. I have used "Profile" Command which will navigate to user preference screen.To more about how to create a command you can refer my post here.
• Position = 6.11 (This will show just below UserPreference Menu Item)
• Compile changes and open application. You will see the change shown below. Once you click on it it will navigate to user preference screen.

혼자 요약하자면

Tools에 Menu라는 곳에서 관리한다. (Option -> Object Explorer -> Menu Check)

메뉴는 메뉴를 만든 후 Application에서 해당 메뉴를 연결해 주면 된다.

라이센스가 다된 경우. 클라이언트로 띄웠을 경우 메뉴가 다 나오지 않고

서버에서는 로그인 화면은 로딩이 되고 로그인을 하면

하얀화면에 아무것도 안 나오는것을 볼수 있다.

그때 console로 로그를 확인해 보면

[ContentLoader] ... 'ObjectInfo...' undefined 라고 나온다.

이런경우 Tools로 붙어서 해당 라이센스를 연장해 주어야 한다.

라이센스를 연장 했다고 해서 컴파일을 다시하지 않아도 된다.

아마도 DB에 저장이 되는것 같다.