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Blog about solutions for Siebel, BI, Integration

Logging user actions: what do your operatives do in Siebel?

Suppose that weeks of developing business processes, building user interface and integrating Siebel with other systems are gone at last; implementation can be considered completed, and users have started to work with Siebel. There are no fatal bugs, nor annoying performance issues. Still, there can be something left to improve, specifically ergonomics of your Siebel implementation – and, possibly, efficiency of users’ actions and operations in Siebel. read more

Posted: Thursday, August 27th, 2015 | Posted in Siebel

A few more tricks to manipulate PropertySets

In my previous article I described some basic tricks that are helpful for working with property sets. Here I am going to describe a few more tricks, which are still simple enough to quickly incorporate those in your daily routine. For doing something more complex, you can consider scripting, just as we did when we decided that workflows with huge number of steps are quite difficult and time consuming to develop and maintain. read more

Posted: Thursday, August 13th, 2015 | Posted in Siebel

Simple tricks to manipulate PropertySets

Siebel provides good tools for working with Siebel Hierarchies, e.g. a developer can query Siebel data using the EAI Siebel Adapter business service, transform the queried data into an instance of external integration object using the EAI Data Transformation Engine business service, and then send the result to an external system. If there are no complicated requirements, and the transformations are straightforward, most of Siebel developers can implement outbound or inbound web service in a couple of hours. read more

Posted: Wednesday, June 10th, 2015 | Posted in Siebel

Zen of the PropertySet

The pain

Imagine yourself in the middle of the integration process. You’re staring at a requirement asking you to update, let’s say a SiebelMessage, that was just queried, and is being processed by one of your workflows in order to be consumed by some 3rd party system somewhere around the edge of the universe. But the update is not just an ordinary update, it has conditions. For example, “Action Code” of the Order Line Item to be passed for further transformation has to be “Add”, and the product of the same OLI has to be some kind of a phone, any kind you can imagine. Add a bit of sorting, a teaspoon of “Get The First That Matches The Condition”, a drop of “Delete That Element”, and you have your recipe of a complex and painful solution you are about to implement. read more

Posted: Thursday, June 4th, 2015 | Posted in Products, Siebel

Siebel Server Sync: Microsoft Exchange integration

Why Outlook?

It isn’t that much of a secret that Microsoft Outlook applications in conjunction Microsoft Exchange are a very popular piece of technology for enterprises. We have observed that enterprises generally use Outlook quite often, and most of our customers are also using Outlook as their core communication tool. Microsoft itself listed 12 reasons why users prefer Outlook over Gmail at work and these are the following: read more

Posted: Thursday, April 30th, 2015 | Posted in Siebel

Break free with CRM Desktop

Sometimes it looks like a sales agent have just eaten a bucket of lemons when asked to use a CRM system. When that happens, CRM Desktop comes in: there is no need for special training, because most agents are familiar with Outlook – or a similar application. CRM Desktop allows managing enterprise data in sales agent’s native environment – be it Microsoft Outlook or Lotus Notes – and it is a truly offline solution. CRM Desktop was first made for Siebel, and it is now possible to use it with SAP CRM and Salesforce as well. read more

Posted: Thursday, April 16th, 2015 | Posted in Siebel

Siebel upgrade: a success story

What makes an upgrade project challenging? For the most part that’s the time gap between the source and the destination versions of the system; imagine migrating from something that is 8 years old, add some changes in the data model on top of that – and you’ll get a picture of what we have recently done for one of our clients, moving from Siebel v7.8 (SEA repository) to v8.1.1.10 (SIA repository). Regardless, the upgrade has been a success, and this is a story about it. read more

Posted: Thursday, April 2nd, 2015 | Posted in Siebel

Does Siebel have a future?

Our company employs over 50 Siebel consultants, which yields more than several hundred years of overall experience gained in different Siebel projects across the world. When most of us started with Siebel, we felt a huge demand for Siebel consultants, and usually we had a bunch of projects to choose from. However, some time ago we’ve noticed that this demand has started to decline. So for the last few years we find ourselves quite often in discussion of Siebel future. The idea of this post is to accumulate our thoughts on the subject and see whether the whole picture starts making any sense… read more

Posted: Thursday, March 26th, 2015 | Posted in Siebel

Siebel at the Doctor’s Office

Most of our clients know at least one place in their Siebel solution, where they can click and then go grab some coffee while waiting for a response. Perhaps, there are such places in your Siebel system as well? Are users telling you that Siebel is slow? And do you know how to approach those issues? read more

Posted: Thursday, March 12th, 2015 | Posted in Siebel

Siebel Open UI and Google Maps integration – Part 2

Last time we’ve seen how to transfer address information from Siebel to Google Maps and display a location on the map, i.e. implemented a unidirectional integration. Now the time has come to make the address data travel the other way around: from Google Maps picker to Siebel, so let us see what needs to be done to make it happen! read more

Posted: Thursday, February 12th, 2015 | Posted in OUI, Siebel

Siebel Open UI and Google Maps integration – Part 1

When trying to integrate Google Maps with any other system – such as Siebel – there are two possible approaches one could implement: a unidirectional integration, when the address data travels to Google Maps from the other system only (e.g., this is when you display an address stored in Siebel on the map), and a bidirectional integration, which basically entails unidirectional approach and on top of that – an ability to select and address in Google Maps picker and then transfer it back to the other system, such as Siebel. read more

Posted: Friday, January 30th, 2015 | Posted in OUI, Siebel

Introduction to Siebel Open UI

Thinking about Open UI, there are two most common perceptions around:

  1. That’s something that changes the look and feel of Siebel
  2. That’s something that helps developers deliver more


Both of these statements are true, but at the same time they illustrate the gap in understanding the Open UI scope; perhaps, we should rather view Siebel Open UI (OUI) as a standards-based, open architecture client that is supported by all browsers and provides end-user with a modern-looking UI. Let’s go through each of these key characteristics in a bit more detail.

read more

Posted: Monday, January 26th, 2015 | Posted in OUI, Siebel

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