IP2014 Beta Deployment Guide for Siebel Open UI clients on 8.1.1/8.2.2: Document 1499842.1 September 5, 2014 Holger Herbert, Siebel CRM Oracle 1 Table of Contents Revision History ............................................................................................................................................ 5 Overview ....................................................................................................................................................... 7 User Experience ........................................................................................................................................ 7 Modern Design ...................................................................................................................................... 7 New Look and Feel: Setting End User Preferences .............................................................................. 8 Providing a Highly Optimized User Experience through Design. .......................................................... 8 Deployment and Integration ..................................................................................................................... 8 Deployment & Integration Features ..................................................................................................... 9 True standards based Web Based client ............................................................................................... 9 High-Level Migration Tasks ................................................................................................................... 9 Development: Configuration and extension of the UI ........................................................................... 10 Summary ................................................................................................................................................. 10 Feature overview and changed in Siebel Open UI ...................................................................................... 10 Features that change in Open UI ............................................................................................................ 10 High Interactivity mode features available in Siebel Open UI ................................................................ 13 Open UI capabilities for converting Standard Interactivity (SI) mode content ...................................... 16 Open UI Client Requirements ..................................................................................................................... 17 W3C Accessibility ARIA & WCAG2.0 AA ...................................................................................................... 19 Accessibility Implementation: Landmark Roles in WAI-ARIA ................................................................. 19 Application Wide Navigation Model and Landmark Roles ..................................................................... 20 Keyboard Navigation within Widgets/Applets........................................................................................ 20 Keyboard Shortcuts ................................................................................................................................. 20 Accessibility features .............................................................................................................................. 20 Open UI Server Deployment Characteristics .............................................................................................. 21 Siebel Releases Supporting Siebel Open UI ............................................................................................ 21 Security ................................................................................................................................................... 21 Server Side Memory Footprint for Clients .............................................................................................. 22 Firewall and Proxy/Reverse Proxy Server requirements ........................................................................ 22 2 Web Server Performance tuning for Siebel Open UI .............................................................................. 22 Client-Server Communication & Network Characteristics ...................................................................... 23 Open UI Performance ............................................................................................................................. 23 Best Practices for Customized Applications: Optimizing Virtual Screen layout. .................................... 24 Implementation Differences Related to Browsers. ................................................................................ 24 Use of Popup Blockers: ........................................................................................................................... 24 Multi select features in Siebel ................................................................................................................ 25 Multi Select List control Features ....................................................................................................... 25 Multi Add Item Features in Customer Order Management ............................................................... 25 Multiple Sessions and Tabbed Browsing: ............................................................................................... 25 Impact of dynamic patching of browsers, browser interoperability: ..................................................... 25 Validating W3C compliance of Siebel client side code and customization............................................. 25 Features of the Open UI clients .............................................................................................................. 26 Choosing a UI for Siebel CRM ................................................................................................................. 26 Customizations of Open UI ......................................................................................................................... 27 Mitigating Deployment Risks .................................................................................................................. 27 The Public JavaScript API ........................................................................................................................ 27 CSS Changes ............................................................................................................................................ 27 Migration Tasks related to Open UI ............................................................................................................ 28 Open UI and Legacy Browsers ................................................................................................................ 28 Running HI Clients in Open UI environments ......................................................................................... 28 Migrating SWT Files ................................................................................................................................ 29 Migrating JavaScript and CSS to RWD (Responsive Web Design ) .......................................................... 29 Migrating SRF files................................................................................................................................... 29 Migrating browser scripting .................................................................................................................... 29 Document integration with Open UI ...................................................................................................... 30 File System use in a Web based application ........................................................................................... 30 Behavior of SI Views inside RIA Mode .................................................................................................... 31 Migration Considerations for Calendar features .................................................................................... 31 Migrating Existing COM Integration ....................................................................................................... 32 Use of SWE API in the application........................................................................................................... 32 SWE API support in Portlet Integrations. (8.1.1.11+/8.2.2.4+) ........................................................... 33 3 Disconnected Use with Open UI ............................................................................................................. 34 Use Case #1: ........................................................................................................................................ 34 Use Case #2: ........................................................................................................................................ 34 Use Case #3: ........................................................................................................................................ 35 Integrations related to Open UI .................................................................................................................. 35 Test Automation ..................................................................................................................................... 35 Out of Box public test automation interfaces for Open UI (applies to 8.1.1.11+/8.2.2.4+) ................... 35 Oracle