Siebel 7.5.3 and 7.7

1. Siebel 7.5.3 and 7.7 Morten Rudlang Lead Solutions Specialist, Siebel Systems

2. Siebel 7: Continued Innovation and Domain Expertise Q4 2001 Q3 2002 Summer 2003 Spring 2004 Winter 2004 2001 2008 Siebel 7.0.4 Siebel 7.5 Siebel 7.5.3 Siebel 7.7 Siebel 7.7+ • Smart Web • 400+ applications • nQuire acquisition • 20 industries • Global support • Simultaneous shipment of languages and platforms • Best practices • Web services support • Performance enhancements • IE option pack • Unicode support • TCO improvements • Performance and usability • New functionality • Marketing • Analytics • Industrial • Dramatic TCO enhancements • New functionality and processes • Industries • CRM • Enhanced MS Office Integration • Customer analytics applications • Next-generation analytics platform • Deep industry functionality • End-to-end processes • Full business intelligence • Robust collaboration and knowledge management • Expanded mobile solutions • Federated data support

3. Critical Areas Targeted for Siebel 7 Improvements • Installation • Configuration • Operations • Upgrade • Performance • Usability • Test • Integration

4. Installation 14% 32% Configuration 7% 35% Operations 10% 35% Upgrade 11% 30% Performance 25% 30% Usability 24% 39% Test 8% 48% Integration (UAN) 40% 60% Summary of Planned Improvements 7.5.3 Percent Improvement 7.7 Percent Improvement Focus Area

5. Installation .114 .147 .076 .056 .187 .18 .060 .08 .21 .294 $.009 .026 .067 $.010 .32 .05 $.007 .205 .046 .11 .084 .026 .04 .036 Configuration Operations Upgrade Performance Integration (UAN) Usability TCO Ratio $1.00 $.83 $.61 ROI $1.28 $1.54 $2.10 Test Weighted Cost and ROI Improvements 7.0 Weighted Costs 7.5.3 Weighted Costs 7.7 Weighted Costs Area Scenario: Deployment of medium size and complexity (5,000 users) Configuration and operations for one year Upgrade to a new minor release TCO: Costs based on effort (hours)

6. Installation and Operations

7. Features Re-runnable tool automatically validates minimum system requirements & supported platforms Database server, Siebel server, Gateway server, Web server Covers all supported platforms Configurable output options include easy to read color-coded HTML logging Benefits Improved reliability and deployment time by automating validation of common configuration parameters Dramatic reduction of costly installation and configuration errors and need for troubleshooting Installation: Environment Verification Tool

8. Features Runtime Validation of High Interactivity Web Client requirements IE Browser settings, JRE version, Browser versions Automated repair of common configuration conflicts Included as ActiveX control in the HI framework Optional and fully configurable to run on all HI web clients Benefits Provides end users with instant information to repair or diagnose configuration of their environment Provides real-time repair and diagnostic information for common mis-configuration issues related to browser environments. Installation: Web Client Healthcheck

9. Feature Distribution of incremental application changes to mobile clients Benefit Order of magnitude reduction in size of SRFs results in decrease of overall network bandwidth utilization and synchronization time Operations: Improved efficiency for mobile clients

10. Operations: Diagnostic Data Collection Tools • Features • Siebel Diagnostic Data Collector (7.5.3) • Flight Data Recorder (7.5.3) • Benefits • Significantly reduce the time customers spend explaining configuration and sending files to Siebel for analysis • Give Siebel Technical Support the low-level data necessary to understand what was occurring in the application at the time of a failure, resulting in faster resolution time

11. Operations: Server Component Resiliency and Auto-recovery • Features • Automated Recycling of Server Components (7.5.3) • Component email alerts for critical system events • Enhanced database and network connection resiliency for selected components • Automatic restart of selected server components on any failure • Report Server Clustering • Comprehensive reliability testing • Benefits • Minimize user downtime • Reduced application administration

12. Configuration

13. Improved Usability – Responsibility Based Read-Only Views • Make the View Read-Only at Run-time based on Responsibility • Eliminates time and costs of configuring Read-Only views. • Promotes view reusability

14. Rich Set of Building Blocks - Entity Relationship Designer • Features • User can visually describe data model requirements using drag and drop ERD diagramming interface • Intelligent Object Picker assists user in mapping Siebel objects to ERD artifacts. • Benefits • Helps customers understand relationship between their requirements and Siebel’s pre-built business components • Improves configuration design quality • Accelerates configuration of business object layer of application

15. Improved Usability – Siebel Workflow Designer in Tools • Features • An integrated environment for object configurations and workflow design • Developers and Systems Analyst can design, simulate and test Siebel Workflows in Tools. • Benefits • Provides a single platform for configuring business processes and repository objects to meet business requirements • Significantly improves Usability

16. Improved Usability – Enhanced Debugger Watch Window • Features • Display a rich set of information helping developer to understand the current state of the application • Benefits • Reduces time to debug scripts • Helps developers understand the interactions between scripts and repository objects

17. Check out Account BC Check in Modified Account BC Account Note BC Check in Check out Modified Account Note BC Single Object Check-In/Out Master Repository • Features • Check out individual repository object instead of the entire Project • Developer checks out / in only the object(s) he/she modifies • Benefit • Facilitates Parallel and Team development process Account Project Developer 1 Developer 2

18. Ensuring Application Consistency - Logical String Model Siebel 7.5 Siebel 7.7 • Features • Strings and their translations are defined once within the repository and referenced as needed by all UI objects • Benefits • Ensures consistency in translation. • Significantly reduces the size of repository and translator’s resource by eliminating duplicated translations for the same word Order Form Applet Order Form Applet Logical String Dictionary Field Label Field Label – ID #: 1ABX ID#: 1ABX ENU - Account Asset Form Applet FRA - Compte Field Label – ID #: 1ABX JPN - 取引先 Asset Form Applet Field Label ENU - Account FRA - Compte JPN - 取引先

19. Upgrade

20. Preserve Custom Layout Allows Customers to Keep Their Preferred View and Applet Layout With Preserve Custom Layout Feature Without Preserve Custom Layout Feature Prior CustomLayout NewStandardLayout NewCustom Layout Siebel Changes Merged with Customer Changes Siebel Changes NOT Merged with Customer Changes 7.7

21. Usability

22. Navigation Levels First-level Navigation (Screen Tabs) • New “link-style” tabs for easy viewing and access to 2nd and 4th level navigation • 2nd level navigation includes items other than visibility currently found Show menu • Additional tab drop-down menu for tabs that do not fit onto screen 2nd-level Navigation (Links) 3rd-level Navigation (View Tabs) 4th-level Navigation ( Can be Links) 4th-level Navigation (Or Can be Tabs)

23. Order of Top Elements • Toolbar below application menu • Threadbar above Screen Tabs • Siebel back button and history removed – browser back and history will be functional 7.5.3 7.7

24. List Views • Longer List Applets • View tabs not exposed • Integrated Visibility Filter • Simplified Column Dividers • Outlook style sorting

25. Sitemap • Access to 1st, 2nd and 3rd level navigation • Views categorized with intuitive labels

26. Enhanced! Form Field Layout and Simplification • Number of fields exposed reduced to improve digestibility of information • Grid layout capability for very flexible form design • Labels on the left of fields for improved form scanability • Fields grouped logically • Record title and graphical indicators at top of form for enhanced context • Additional Control buttons for quick access to common functions - (New, Delete and Query) • Easier menu discoverability through using the word “Menu” instead of icon

27. New! iHelp • Embedded guidance • Text instruction in step format • Navigation to views • Highlights of fields and buttons in main view • Pane launched from toolbar icon • Help tasks available for screen displayed / updated as the user navigates through application

28. New! Quick Print • One-click printing for lists of data • Choose which rows and columns to print • Print preview capabilities • Integrated with MS Excel

29. Test Automation

30. Performance Test Automation Utility A new utility in Siebel 7.7 automatically updates the data values • Features • Replaces problematic data with 100% accuracy • Provides out-of-the-box support for Mercury LoadRunner • Ports to multiple test tool platforms • Benefits • Decreases the time required to create scripts • Reduces tedious manual editing • Enables the user to focus on validating the application instead of the script logic

31. Functional Test Objects A new collection of objects creates a thin layer of abstraction on top of the UI • Features • Makes scripts more resilient to minor configuration changes • Increases coverage of application functionality • Improves script readablility • Provides out-of-the-box support for Mercury QuickTest Pro • Ports to multiple test tool platforms • Benefits • Makes scripts easier to maintain and increases their lifespan • Opens scripting to users who are not expert test engineers • Enables automation for most critical business processes

32. Functional Test Automation Interface

33. Integration

34. Business Object External BC Link Standard BC Data Manager External Database Siebel Database External Data Access Features • New External Business Components • Introduced as a new type of Siebel Business Component that are based directly on external tables • Enable customers to declaratively configure a Business Component that derives its data from any RDBMS supported by Siebel applications

35. Siebel J2SE/J2EE Interoperability • New JMS Transport • Siebel 7.7 includes a pre-built adapter to send and receive point-to-point and publish/subscribe messages using the Java Messaging Service (JMS) • Reduces TCO by allowing system integrators to leverage any third party queuing product that supports the JMS specification • New Java Business Service • Siebel 7.7 extends its Java and J2EE integration capabilities with a generic Business Service framework that allows customers to invoke Java classes, Stateless session beans and Entity beans from Siebel Workflow, Run-time Events, or Scripting • Eliminates the need for customers and their system integrators to implement custom wrappers during their Siebel implementation thus reducing the complexity, risk and time to deployment

36. Web Services and Integration Support • New Web Services Security Support • Siebel 7.7 introduces support for the UserNameToken element of the WS-Security specification, allowing Siebel applications to send and receive user credentials in a standards-compliant manner • Conforming to industry standard Web Service and security specifications, Siebel Systems fosters the ability to support secure cross-enterprise business processes • New Web Services Cache Refresh • Administrators can directly refresh the memory cache in real time, without the need to stop and restart Siebel services • Enables truly rapidly deployable Web Services while greatly minimizing the application maintenance cost • Enhanced Web Services Infrastructure • Enhanced to provide: • Document-Literal and RPC-Literal binding support. • Custom SOAP header support. • One-Way operation support.

37. Siebel 7.7 Morten Rudlang Lead Solutions Specialist, Siebel Systems