Rel Notes 8114

Siebel Release Notes
Version 8.1.1.4
February 2011
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Siebel Release Notes contain the most current information on known product anomalies and workarounds for Siebel CRM 8.1.1. The
information contained in the current version of the Siebel Release Notes document supersedes the content of all documentation provided
with or for the Siebel Programs. It is important that you thoroughly review the Release Notes prior to the installation and use of the software
to ensure a smooth installation and upgrade process. For a legal notice that applies to Siebel Release Notes, see 547098.1 (Doc ID) on
My Oracle Support
In some cases, Oracle's Siebel products and features are not available in the release or are not available with certain databases, Siebel
Enterprise Server operating systems, or Siebel international localizations. Many of these limitations are due to third-party product support
limitations. Product and feature availability exceptions are not documented in the Release Notes database, but are instead recorded in the
Siebel System Requirements and Supported Platforms document, available on
Oracle Technology Network (OTN).
Release Notes Categories

Call Center
Comm Media Energy
Customer Order Management
Data Quality
General
Life Sciences
Loyalty
Marketing
Mobile Solutions
Partner Relationship Mgmt
Siebel E-Commerce
Siebel E-Commerce for Comms
Siebel E-Support
Siebel Self Service Common
User Interface
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Call Center Top

Smart Answer not supported on Windows 2008
Category: Call Center
Subcategory: Smart Answer
Product Version: Siebel 8.1.1
Last Modified: Wednesday, February 16, 2011
Bug: 11780738
Smart Answer is not supported on Windows 2008.
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Removes Envox installers and drivers
Subcategory: CTI
Last Modified: Thursday, February 25, 2010
Change Request: 12-1NLXM5T
Existing Customers - Existing Siebel CTI Connect customers can upgrade and acquire additional licenses until June 2009. Upgrade to
updated Envox version and new connector available from Envox (purchase). Consider Oracle’s Unified Communications Strategy based on
Siebel’s integration with CCA/CCOD.
New Customers - Siebel CTI Connect is not available for purchase from Oracle for new Siebel customers. It is recommended that
customers consider Oracle’s Unified Communications Strategy based on Siebel’s integration with CCA/CCOD. Refer to CTI partners
including Envox, Genesys, Avaya, and so forth.
Workaround
Future Direction - Envox is expected to create their own driver and it should be available to customers late 2008 to early 2009. Envox plans
to sell, maintain and support this driver, just like other CTI partners like such as Genesys, Avaya & Cisco. Customers should contact Envox
directly after June 2009.
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Chat window not visible

Subcategory: Other
Last Modified: Monday, February 22, 2010
Change Request: 12-1P5MX7Z
Chat window is not properly visible when resolution is set to 800 by 600 pixels.
Workaround
Set resolution to a value higher than 800 x 600.
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Error after Binocular Search to query within Date field

Subcategory: Other
Product Version: Siebel 8.1.1 Top
Last Modified: Wednesday, October 7, 2009
Change Request: 12-1NMF0AW
When users attempt a Binocular Search to query within the Date field, they receive the following error message: "The query could not be
run because there is an invalid character in the field '<?>'. Please ensure that the value in the field is formatted correctly with only valid
characters. Missing quotes around the search criteria or unnecessary punctuation will often cause an error (SBL-DAT-00403) when they
query a Date field with condition < '1/1/2004'. These syntax do not work either: < 1/1/2004, < '2004-01-01', < 2004-01-01. The same
search syntax works in 7.5.3.
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Not able to resize Search Center in Sun Mozilla 1.7.1/Solaris 10 U2
Subcategory: Other
Last Modified: Monday, December 8, 2008
Change Request: 12-1KJ6ROG
SI+: Not able to resize the search center in Sun Mozilla 1.7.1/Solaris 10 U2
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Error message displays when clicking Save Search

Subcategory: Other
Change Request: 12-1K80M3P
(VC7/IE 6.0): Clicking the Save Search button causes an error message to be displayed. Top
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Comm Media Energy

Clear fulfillment status and status context for Cancel Order
Category: Comm Media Energy
Subcategory: Billing Management
Product Version: Siebel 8.1.1.1
Last Modified: Tuesday, September 21, 2010
Change Request: 12-1ZVR997
Workflow changes for clearing fulfillment status and status context in Cancel Order flow.
Workaround
For a Cancel Order step, add fulfillment status and status context and set a value to Null. The following configuration changes are required.
Workflow: SWICancel Sales Order

1. Log in to Siebel Tools.
2. Query for Workflow “SWICancel Sales Order”.
3. Click Revise in the Workflow/Task Editor toolbar. This creates a new version of the completed workflow and increments the version
number.
4. Right-click SWICancel Sales Order (the one with status In Progress) and select Edit Workflow Process. Observe that the workflow
designer appears in a separate tab in the editing window.
5. In the Workflow Designer, select the Siebel operation step named, “Update Fulfillment Mode and Status for Header”.
6. Under the Input Field Argument tab in the Multi-Value Property Window for the previous step, add the following two new records to
configure the input arguments:
Field Name Type
Fulfillment Status Code Literal
Back Office Error Text Literal
7. Add a new Siebel operation step between “Update Fulfillment Mode and Status for Header” (Siebel operation step) and “Submit” (sub
process). Right-click and select the View Properties window.
8. Modify the properties of the Siebel operation step:
Business Component Order Entry - Line Items
Business Component Order Entry - Line Items
Operation Update
Name Update Fulfillment Status and Status Context for Line Items
9. Under the Input Field Argument tab in the Multi-Value Property window for the previous step, add new records to configure the input
arguments:
Field Name Type
Fulfillment Status Code Literal
Status Context Literal
10. Under the Search Spec Input Arguments tab in the Multi-Value Property window for the previous step, add new records to configure the
search specification:
Expression Business Component Filter Business Component Type Search Specification
Order Entry - Orders Order Entry - Line Items Expression "[Order Header Id] ='" + [&Object Id] + "'"
11. Save all of your configuration changes and Publish/Activate the workflow.
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Changing Effective Adjustment field from type Date to UTC Date-Time

Subcategory: Billing Management
Last Modified: Sunday, September 5, 2010
Change Request: 12-1ZOI2LP
The Effective Adjustment field stores only the Date field not the time value.
Workaround
Table Changes
Save the sif file, FR_12-1ZV9SD1_AIA25_Invoice.sif, attached to this Release Notes article, on a local system.
Table: S_INVOICE_ADJ
2. Go to Tools (menu bar) and select Import from Archive.
3. Import archive file “FR_12-1ZV9SD1_AIA25_Invoice.sif ” with merge as the Conflict Resolution option.
4. Query for Tables ‘S_INVOICE_ADJ’ or ‘S_INVC_ADJ_ITEM’.
5. Apply/DDL to the selected row.
6. Compile the changes to the srf.
Business Component Changes
Business Component: CMU Billing Invoice Adjustment

2. Query for the business component, ‘CMU Billing Invoice Adjustment’.
3. Change the following column for the “Adjustment Effective Date” field for this business component.
- Name: Type
- Value: DTYPE_UTCDATETIME
4. Save the changes in this business component.
Business Component: CMU Invoice Adjustment

2. Query for the business component, ‘CMU Invoice Adjustment’.
- Name: Type
Business Component: FS Invoice Adjustment

2. Query for the business component, ‘FS Invoice Adjustment’.
- Name: Type
Business Component: SIA Invoice Adjustment External Items

2. Query for the business component, ‘SIA Invoice Adjustment External Items’.
- Name: Type
Business Component: CMU Billing Invoice Adjustment External Items

2. Query for the business component, ‘CMU Billing Invoice Adjustment External Items’.
- Name: Type
Business Component: CMU SIA Invoice Adjustment External Items

2. Query for the business component, ‘CMU SIA Invoice Adjustment External Items’.
- Name: Type
Business Component: CMU Invoice Adjustment External Items

2. Query for the business component, ‘CMU Invoice Adjustment External Items’.
- Name: Type
Integration Object Changes
Integration Object: CMU Request Adjustment IO

2. Query for the integration object, ‘CMU Request Adjustment IO’.
3. Query for the integration component, 'FS Invoice Adjustment'.
4. Change the type for the “Adjustment Effective Date” Integration Component field for the integration component.
- Name: Data Type
- Name: External Data Type
5. Query for the integration component, 'SIA Invoice Adjustment External Items'.
6. Change the following data type for the “Adjustment Effective Date” Integration Component field.
- Name: Data Type
7. Save the changes in this integration component.
Integration Object: CmuRequestAdjustmentIo

2. Query for the integration object, ‘CmuRequestAdjustmentIo’.
3. Query for the integration component, 'FS Invoice Adjustment'.
4. Change the type for the “Adjustment Effective Date” Integration Component field for the integration component.
- Name: Data Type
5. Query for the integration component, 'SIA Invoice Adjustment External Items'.
6. Change the following data type for the “Adjustment Effective Date” Integration Component field.
- Name: Data Type
7. Save the changes in this integration component.
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OK button disabled while upgrading promotion though bulk request Action Set
Subcategory: Order Management
Change Request: 12-2169YMX
If you create a bulk request for upgrading a promotion using an action set template, when you click on the Upgrade Promotions field in the
actions applet, the OK button is unavailable in the pop-up applet.
Workaround
Double-click the name of the promotion to select the promotion.
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Bulk request remains in processing status if using Scope of All or Exclude

Change Request: 12-216ABMJ
When you create a bulk request using the scope of All or Exclude, the bulk request may remain in processing status if BatchValidate
returns an exception of more than 250 characters.
Workaround
1. Make sure that changes requested by bulk request are not violating constraints defined in the product model
or
2. Use scope of Include.
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Error message while releasing variable maps

Product Version: Siebel 8.1.1.1 Fix Pack
Last Modified: Thursday, July 8, 2010
Change Request: 12-1YK6RG0
Error while releasing two variable Maps ‘Default Pricing Variable Map - Row Set’ and ‘Default Pricing Eligibility Variable Map - Row Set’
because the active variable map is versioned incorrectly.
Workaround
1. Login to the Siebel Application.
2. Go to the site map.
3. Navigate to Administration - Order Management, and then Variable Maps.
4. Query for variable maps, "Default Pricing Variable Map - Row Set".
5. Rename this variable map to "Default Pricing Variable Map - Row Set - original" .
6. Copy this variable map from the applet-level menu.
7. Name this map "Default Pricing Variable Map - Row Set".
8. Lock and release the map.
9. Follow the above steps for the "Default Pricing Eligibility Variable Map - Row Set" variable map.
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Product sync from BRM to Siebel fails

Product Version: Siebel
Change Request: 12-1YOWCOT
After applying the workaround for CR # 12-1XWWFPF, the product sync from BRM to Siebel is failing. Error message: Required field is
missing in instance of Integration Component 'SWI Internal Product VOD' with the user key '[Id] = "88-39JC5"': 'Dynamic Discount
Method' is a required field. Please enter a value for the field. (SBL-DAT-00498)
Workaround
1. Open the Siebel Application.
2. Go to the site map.
3. Navigate to Administration Integration, and then Data Map Editor.
4. Query the Integration Object Map “Product Integration”.
5. Query the Integration Component Map “Product” from the applet below.
6. Click Query in the Integration Field Map Applet and enter “Pricing Commit Type” in the Target field name.
7. In the Source Expression field name, enter "IIF([Pricing Commit Type] IS NULL,LookupValue("PRICE_OVERRIDE_TYPE",
"Dynamic"),[Pricing Commit Type])".
8. Click Menu, and then Save Record.
9. Again, Query in the Integration Field Map Applet and enter “Dynamic Discount Method” in the Target field name.
10. In the Source Expression field name, enter "IIF([Dynamic Discount Method] IS NULL , LookupValue("DISCOUNT_OVERRIDE_TYPE",
"Amount") ,[Dynamic Discount Method])".
11. Click Menu, and then Save Record.
12. Close the Siebel Application.
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Address picklist not bi-directional in Hebrew

Subcategory: Other
Last Modified: Wednesday, April 28, 2010
Change Request: 12-1N0LJE4
Address picklist is not bi-directional in Hebrew
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Top
Move order transfer results in empty status as of header field
Last Modified: Friday, April 16, 2010
Change Request: 12-1XTI4Q6
Move order transfer results in empty status as of header field.
Workaround
1. Within Siebel Tools, navigate to Business Component, and query for MACD Order Entry - Orders or MACD Quote. Two records are
retrieved.
2. In MACD Order Entry - Orders, add a record with the following values:
a. Field Name: As Of Date
b. Column: STATUS_DT
c. Type: DTYPE_UTCDATETIME
3. In MACD Quote, add a record with the following values:
a. Field Name: As Of Date
b. Column: STATUS_DT
c. Type: DTYPE_UTCDATETIME
4. Navigate to Integration Object and query for SIS OM Order or SIS OM Quote. Two records are retrieved.
5. Add the 'Status As Of Date' field to the integration component, MACD Quote.
Name: Status As Of Date
Data Type: DTYPE_UTCDATETIME
External Name: As Of Date
6. Add the 'As Of Date' field to IC MACD Order Entry – Orders
Name: As Of Date
Data Type: DTYPE_UTCDATETIME
External Name: As Of Date
7. Navigate to Business Service, and query for "SIS OM PMT Service".
a. Navigate to Business Service User Properties, and add a new user property with the following values:
b. Name: SIS OM Quote.Header:SIS OM Order.Header Map 302
c. Value: [Status As Of Date]:[As Of Date]
8. Compile the changes into the SRF.
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Top
Customer Order Management
Invalid actions continue to be enabled after sales order cancelled
Category: Customer Order Management
Subcategory: Order Lifecycle Management
Last Modified: Tuesday, December 14, 2010
Bug: 9524953
A customer sales representative may inadvertently modify an order that is in the process of being cancelled. This can cause
inconsistencies and, if submitted, will have undetermined results.
Workaround
Use Siebel State model and Siebel Tools to restrict inappropriate actions based on the order status.
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Customer sales reps not warned when attempting to submit follow-on order to cancelled base order
Last Modified: Thursday, June 3, 2010
Bug: 9501714
Siebel should warn customer sales representatives when they attempt to submit a follow-on order to a cancelled base order as this might
lead to an inconsistent asset state.
Workaround
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Customer sales reps not warned when attempting to submit follow-on order prior to submitting base order
Last Modified: Thursday, June 3, 2010
Bug: 9315530
Siebel should warn customer sales representatives when they attempt to submit a follow-on order prior to submitting a base order as this
might mix up customer assets.
Workaround
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Unable to create new sales order in global deployment environment

Subcategory: Orders
Last Modified: Monday, March 22, 2010
Change Request: 12-1F9I2GP
Unable to create new sales order in global deployment environment such as Japanese or German. Due to inactive list of values or missing
translations, the error SBL-DAT-00225 might display when a user creates a sales order in a given language. To support a global
deployment environment, create data in S_ORDER_TYPE, S_PARTMVMT_TYPE and S_ORDTYP_MVTTYP for all supported languages.
Workaround
1. In Administration - Data, then List of Values: Activate the following LOVs for supported languages:
FS_ORDER_TYPE FS_ORDER_TYPE_CODE FS_ORDPART_MVMT_TYPE
2. In Administration, then Order Management: In Order Action Types view, recreate the entries for all languages; in Order Types view,
recreate all order types in all languages, and then for each of them, recreate the corresponding associated action types in the same
language.
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Default cardinality reset during Promotion synchronization

Subcategory: Product Administration
Last Modified: Monday, January 3, 2010
Bug: 10380852
When a Promotion is synchronized from Oracle Product Hub to Siebel, the default cardinality defined for the child products in the product
hierarchy is reset in Siebel. These are child products of immediate components of the Promotion.
Workaround
When the Promotion is synchronized from Oracle Product Hub to Siebel, a product administrator in Siebel must manually update the
corresponding value of the default cardinality defined on the child products in the product hierarchy. The subsequent synchronization of the
Promotion updates will reset the value. When the Promotion updates are synchronized to Siebel, the default cardinality must be manually
updated.
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Slow performance in quotes while clicking on quote name (drilldown) or adding line items to quote
Subcategory: Quotes
Last Modified: Monday, November 3, 2008
Change Request: 12-1LNGQ4F
This issue is observed on DB2 v9 only with dictionary sort (UCA400).
Workaround
Use Oracle database where dictionary sort is supported.
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Data Quality
Unable to merge contacts after applying Siebel OnDemand or OnPremise integration patch
Category: Data Quality
Subcategory: Deduplication Top
Last Modified: Thursday, October 7, 2010
Change Request: 12-204Y58X
An error is thrown while merging two contacts: Could not find Class named 'Merge Service ODOP'. This object is inactive or nonexistent.
(SBL-DAT-00144).
Workaround
Run-time event ‘MergeAction’ refers to the Business Service, ‘Merge Service ODOP,’ which is not present in the repository. To avoid this
error, inactivate the run-time event ‘MergeAction’ in the application.
1. Log in to the Siebel Application.
2. Navigate to Administation - Runtime Events > Action Sets.
3. Query for Action Set ‘MergeAction’.
4. Inactivate this action set by unselecting the Active check box.
5. Navigate to the Events view.
6. From the applet menu, click the Reload Runtime Events menu option.
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Batch deduplication on Data Quality Matching Server

Subcategory: Deduplication Top
Last Modified: Tuesday, June 9, 2009
Change Request: 12-1Q905XH
New .dll files for Data Quality Matching Server are required to fix batch deduplication.
Workaround
Contact Oracle Support for new .dll files and how to apply them.
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Data Quality matching DLL files changed

Subcategory: Deduplication
Change Request: 12-1PVL0BH
Data Quality matching DLL files have changed.

Workaround
Contact Oracle Support for the latest DLL files.
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General
In Deployment Project, ADM rejects PDQs > 250 characters in deployment filter
Category: General
Subcategory: Application Deployment Manager
Last Modified: Sunday, May 9, 2010
Change Request: 12-1V9U4BZ
Top
The ADM Deployment Filter of Deployment Project cannot have more than 250 characters; if it does, you will receive an error trying to save
or step off the record: The data value for the Deployment Filter field is larger than the 250-character limit defined in the database. Please
type in less information to ensure that your data is committed to the database. (SBL-DAT-00362)
Workaround
Do not enter more than 250 characters into the Deployment Filter field.
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Activation of Webmaster files fails after repeated deployments

Category: General
Subcategory: Application Deployment Manager
Change Request: 12-1H71FKF
If there are repeated executions of Webmaster activations, then these might fail with the following error in the Siebel Management Agent
log file: "ACTIVATION_FAILED: New Version specified already exists(SBL-SWP-00138)".
Workaround
1. Stop the Web server.
2. Delete the folders created with swfver* under eappweb/public/<lang>.
3. Start the Web server.
4. Carry out ADM copy and activate steps.
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HaleyAuthority will not work without Siebel Client installed

Category: General
Subcategory: Business Rules
Change Request: 12-1PVKUY9
The Siebel object importer plug-in requires that the Siebel client (dedicated or mobile) is installed on the same machine running
HaleyAuthority.
Workaround
Install the dedicated or mobile Siebel client on the machine where HaleyAuthority is installed. Top
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The calendar always shows 12:00 AM as the start of the day instead of the start time chosen in the user preferences
Category: General
Subcategory: Calendar
Last Modified: Tuesday, February 23, 2010
Change Request: 12-1TXC2WQ
Calendar always shows 12:00 AM as the start of the day instead of the start time chosen in the user preferences.
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Users cannot select the start or end of an appointment with the mouse to move the start or end time
Category: General
Last Modified: Thursday, April 15, 2010
Change Request: 12-1TXC2Q9
On the daily calendar view, it is not possible to select the start or end of an appointment with the mouse to move the start or end time
Workaround
It is possible to drag the entire appointment, so if the duration of the meeting is not changing, the workaround is to drag the entire meeting.
If only the start or end time is changing (that is, the duration is changing), drill down on the appointment to change the start or end time
using the form applet.
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When users drill down on a calendar item, the threadbar is not updated correctly
Category: General Top
Last Modified: Tuesday, June 8, 2010
Change Request: 12-1SZ4N69
When drilling down on a calendar item, the thread bar is not updated correctly.
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Custom Contact / Proposal objects do not generate properly

Category: General
Subcategory: Correspondence
Last Modified: Monday, June 15, 2009
Change Request: 12-1P81NR1
After configuring Proposals for the Contact entity, navigate to Contact Proposals view, create a new Proposal record, and then click
Generate Draft. The context to the Contact record is then lost.
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Delegated and shared Tasks not supported by CRM Desktop

Category: General
Subcategory: CRM Desktop
Last Modified: Tuesday, August 17, 2010
Change Request: 12-1ZF3TLH
The Lotus Notes function to share or delegate a Task is not supported by CRM Desktop.
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Lotus Notes: Validation of job title deferred to Save

Category: General
Product Version: Siebel 8.0
Change Request: 12-1Z7V7OC
When adding or editing a contact, it is possible to enter an invalid job title. This is a Lotus Notes behavior (the field is not a "bound"
picklist). However, CRM Desktop will prevent the user from saving the record until a valid selection is chosen.
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Custom objects print on standard Outlook reports

Category: General
Change Request: 12-1YOLO9S Top
A user is able to print an Account, Opportunity, or other custom object from within Outlook with CRM Desktop installed. However, the
report format is a simple "Memo" format standard to Outlook.
Workaround
This is expected behavior--CRM Desktop does not support any print features.
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Phone number validation discrepancies

Category: General
Change Request: 12-1XZSU39
The phone number validation in Outlook is more restrictive than in Siebel.
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Repository Import script attempts to import all languages

Category: General
Last Modified: Tuesday, May 25, 2010
Change Request: 12-1X65D5X
When importing the various SIF files required for CRM Desktop, the repository import batch file imports all languages. If the underlying
database code page is non-Unicode, errors will be thrown.
Workaround Top
Oracle is working on a fix for this issue. For customers who cannot await a fix, the SIF files can be manually edited to remove characters
incompatible with the code page before importing.
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After creating new account from context of an opportunity, it is not automatically selected
Category: General
Last Modified: Wednesday, June 30, 2010
Change Request: 12-1X1ASIZ
While editing an opportunity, if the user opens the Account selection list and clicks "New", then creates a new account and saves it, then
clicks "OK" on the Account pick list, the new account is not selected--the first one on the list is selected, not the newly created account.
Workaround
When returning to the account pick list, select "Cancel" instead of "OK."
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Right-click options for custom objects are not case-sensitive

Category: General
Change Request: 12-1X1AUPI
If a user right-clicks in the view area in a list view when viewing custom CRM objects in Outlook, such as Opportunity or Accounts, the
options for new objects assume that the list view shows contacts rather than the custom objects.
Workaround
Create new objects using the custom CRM Desktop toolbar.
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Outlook reading pane shows Contact form for custom CRM objects Top
Category: General
Change Request: 12-1X1AUNZ
When the Outlook "Reading Pane" is turned on, the pane shows the standard Outlook Contact form, even if a custom object, such as
Opportunity or Account, is selected in the list applet.
Workaround
Turn off the reading pane for custom objects.
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Invalid metadata package locks up CRM Desktop client

Category: General
Change Request: 12-1X1AUKQ
After an invalid metadata package is published (such as a metadata file of the wrong type included in a package), the client fails and does
not provide a graceful recovery mechanism.
Workaround
1. Thoroughly test package creation to avoid incorrect package publication.
2. If a package is incorrectly published, the end user must have the downloaded package manually deleted so that a new package can be
downloaded.
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Digital signature for CRM Desktop installation is from "Avora Holdings"

Category: General
Last Modified: Wednesday, June 30, 2010 Top
Change Request: 12-1X1AUID
The digital signature for the CRM Desktop MSI file refers to Avora Holdings, not Oracle.
Workaround
Although CRM Desktop is an Oracle product, Avora Holdings is a third-party contract that helped develop the CRM Desktop client and, as
the client binaries were compiled by Avora, it is not possible to include an Oracle signature. As long as the digital signature indicates
"Avora Holdings, Ltd." and the client was downloaded as part of an Oracle delivery package, the CRM Desktop client can be assumed to
be legitimate.
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Deleting last occurrence of series is not synched downstream

Category: General
Change Request: 12-1X0T2EJ
After creating a recurrent appointment in Siebel, if the last instance is deleted in Siebel, that is not reflected in CRM Desktop clients.
Workaround
Rather than delete the final instance, change the end date.
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Meetings accepted from calendar can result in duplicate activities

Category: General
Change Request: 12-1X0T2D0
If a CRM Desktop user accepts a meeting request from another CRM Desktop user from his/her calendar (rather than the inbox), a
duplicate Siebel activity is created
Top
Workaround
Accept meetings from the inbox.
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Appointments created and later modified by external organizer can cause duplicates
Category: General
Change Request: 12-1X1AB43
If an external organizer invites a CRM Desktop user to a meeting and later invites an additional CRM Desktop user, duplicate activity
records are created.
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Required field validation rule missing on "Task"

Category: General
Change Request: 12-1X0BHVX
It is possible to save a Shared Task in Outlook without fields required by Siebel. This results in an error at sync time.
Workaround
Ensure that all required fields are populated.
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Share bar not adjusted to respect changes to Windows color scheme
Category: General
Change Request: 12-1X0C2IY
When the Windows color scheme is changed to something other than the standard (for example, High Contrast) for accessibility or other
reasons, the share bar remains the golden/orange color.
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Custom objects not available in the Outlook "Advanced Find" feature

Category: General
Change Request: 12-1WYF0AW
When bringing up the Outlook "Advanced Find" feature (by a menu or Shift-Ctrl-F), the custom object types, such as "Account" and
"Opportunity" are not listed in the "Look for" options.
Workaround
All custom objects, such as "Opportunities" and "Accounts" are searchable using the Outlook native "Contact" data type. Users can search
for "Contacts" or "Any type of Outlook item" if they are looking for a non-Outlook-native item and it will be retrieved.
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"Save and New" does not inherit parent attributes

Category: General
Product Version: Siebel 8.0 Top
Change Request: 12-1WYF098
When creating child objects (such as "Account Activities") from the part form (for instance, a particular account's form applet), the child
object inherits the parent attributes for the first item only. The second item does not inherit the attributes. For example:
1. While in an Account object, click "Add Activity".
2. Fill in "Act1" as description and pick any activity type.
3. Click "Save & New".
4. Fill in "Act2" as description and pick any activity type.
5. Click "Save & Close".
In this case, "Act1" will be associated with the account, while the second activity, "Act2", will not.
Workaround
Do not use the "Save & New" feature of Outlook. Use "Save & Close", then create a new object from the parent form.
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Buttons incorrectly available to user when new object does not yet pass validation
Category: General
When creating a new object (such as an account) that does not yet pass validation (for instance, does not have an account name), it is
possible to attempt to add a contact or other related item. Only after adding the item is the user presented with an error indicating that the
parent (in this example account) item should have been saved before attempting to add the child object.
Workaround
Manually save new items before attempting to add or associate child records.
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Estimation of objects on filter view incorrect

Category: General
Change Request: 12-1WYF05L
Open the Filter control panel and observe the estimations for objects. They are incorrect. Top
Workaround
There is no workaround available. It is not possible to accurately predict the number of child objects without actually performing the sync
itself. Note that the estimation is more inaccurate for Child Objects than primary objects.
____________________________________________________________________________________________________________________________________
Contact information not populated when related object created using context menu
Category: General
Change Request: 12-1WYF03X
In the contact list view in Outlook, right-click on a contact, then choose "Create", then "New Message to Contact" (Outlook 2007) or "New
Message to Contact" (Outlook 2003). The item is created, but it is not shared and not associated to the contact. The same applies to task,
meeting request, and so on.
Workaround
Two options:
1. Manually associate the contact to the created item.
2. Instead of using the right-click context menu, open the contact and select "Email to Contact" or "Meeting with Contact" button.
____________________________________________________________________________________________________________________________________
Drag and drop of attachments not working as expected

Category: General
When dragging and dropping an attachment onto any CRM object, the attachment is not added as expected. This occurs whether
dragging onto an object on a list applet (for example, Opportunities) or the attachment area of a form (for example, Opportunity
Attachments).
Workaround
Save the attachment to the local file system (for example, the Desktop) and use the "Add Attachment..." button to associate an attachment.
____________________________________________________________________________________________________________________________________
Top
Extraneous exceptions in sync log

Category: General
Change Request: 12-1WYF00B
The sync log contains errors that do not actually reflect problems.
Workaround
Ignore errors in sync log unless a sync error is generated to the user.
____________________________________________________________________________________________________________________________________
Possible to move objects to invalid folders

Category: General
Change Request: 12-1WYEZYO
It is possible to drag an account into a contact folder (and other parallel scenarios). This does not throw an error, but record is no longer
synced.
Workaround
Users should be instructed not to move the custom CRM items to other folders.
____________________________________________________________________________________________________________________________________
Tooltip on New button does not reflect folder type

Category: General
Subcategory: CRM Desktop Top
Change Request: 12-1WXWVWH
The "New" toolbar button tooltip shows "New Contact", even if the folder is Opportunities, Accounts, or some other custom object.
____________________________________________________________________________________________________________________________________
Options to create new custom items missing from menus

Category: General
Change Request: 12-1WYEW5K
The Outlook Office button does not provide options for creating custom items, such as accounts or opportunities.
Workaround
Use the appropriate toolbar buttons to create custom items.
____________________________________________________________________________________________________________________________________
Extraneous sections on Outlook 2007 ribbon toolbar

Category: General
Change Request: 12-1WYEW4J
Top
Inappopriate sections, such as "Show", "Communicate", and "Options" appear on the Outlook 2007 ribbon toolbar for custom objects which
do not apply to the custom objects.
Workaround
These items should be ignored.
____________________________________________________________________________________________________________________________________
Child estimations incorrect

Category: General
Last Modified: Wednesday, May 26, 2010
Change Request: 12-1WQ6GXP
The information provided in the Filter Control Panel for the number of records is incorrect for child objects. It is correct for parent objects.
____________________________________________________________________________________________________________________________________
Account Name not updated in quick links

Category: General
Last Modified: Wednesday, February 24, 2010
Change Request: 12-1STT0BX
After updating an object (for instance, Account) name external to the Siebel object layer (such as in CRM Desktop, Client Sync, or EIM),
existing quick links from the object home page (for instance, Account Home Page) are not updated to reflect the new name.
Top
____________________________________________________________________________________________________________________________________
Siebel Web Client Patchset 8.1.1.1 PTG language is not applied correctly over 8.1.1 SIA
Category: General
Subcategory: Installation
Change Request: 12-1VR46RP
Siebel Web Client Patchset 8.1.1.1 PTG language is not applied correctly over 8.1.1 SIA.
____________________________________________________________________________________________________________________________________
Siebel Strong Encryption Pack installation fails on Win2008

Category: General
Last Modified: Friday, May 28, 2010
Change Request: 12-1T2J46F
While installing "Server Infrastructure - Data Encryption" in 8.1.1.1 on Win2008/SQLServer2008, the installation of Siebel Strong Encryption
errors out with the following error message, "This setup can only be run Windows.(SBL-STJ-00128)".
Workaround
Modify the compatibility mode of the setup.exe file to “Windows Server 2003 (service pack 1)”. Refer to Siebel CRM Applications Support
for Microsoft SQL Server 2008 Database (Doc ID 758656.1) on My Oracle Support for a detailed workaround.
____________________________________________________________________________________________________________________________________
When creating 8.1.1.1 Network Image, users must choose the right application base
Last Modified: Tuesday, March 9, 2010
Change Request: 12-1SNJCN5
When creating an 8.1.1.1 Network Image, users must choose the right application base. If a user chooses the wrong option during image
creation (for instance, choosing an SIA Fix Pack for an HOR base), and applies the Fix Pack on the Client side, the Fix Pack installation will
proceed without any error. However, the user will not get the product fix delivered through the Fix Pack.
Workaround
If a user needs to reapply HOR FP, he or she will need to uninstall SIA FP+base and then reinstall.
____________________________________________________________________________________________________________________________________
Uninstallation of mobile Web client does not clean up Siebel Quick Start service from registry
Category: General
Change Request: 12-1QK0RVB
Uninstallation of mobile Web client does not clean up Siebel Quick Start service from registry.
Workaround
1. Delete content from the previous install folder.
2. Install the new mobile Web client using exactly the same path and the same folder name.
____________________________________________________________________________________________________________________________________
OUI-based Installer for Siebel Tools end-of-installation screen error

Category: General
Change Request: 12-1PYMN3S Top
When installing Siebel Tools using the OUI-based Installer, the end-of-installation screen does not show the complete modules and
languagues installed.
Workaround
Check your OUI log file for the complete modules and languages installed. Or launch the Installer again and check the product inventory
from there.
____________________________________________________________________________________________________________________________________
Unable to launch Mobile Web Client
Category: General
Last Modified: Monday, May 17, 2010
Change Request: 12-1PX469I
When launching Mobile Web Client, you may receive an error message, “The user ID or password that you entered is incorrect.” Check the
SEAW data source to make sure the server name does not contain an 8.1 string.
Workaround
1. Bring up ODBC Data Source Administrator and select the System DSN tab.
2. Select SEAW Local Db default instance and click Configure.
3. Select the Database tab and change the Server name from "D__8.1_Client_21103Win_local_sse_data_db" to
"D__8_1_Client_21103Win_local_sse_data_db".
3. Click OK to close all ODBC Administrator windows.
____________________________________________________________________________________________________________________________________
Prerequisites Check screen in English regardless of locale

Category: General
Change Request: 12-1PWLYLY
The Prerequisites Check screen displays the checks in English regardless of the current locale. This might happen when installing Siebel
Tools and Siebel Mobile Web Client in 8.1.1.
Top
____________________________________________________________________________________________________________________________________
Client Summary Install screen lists English as Product Language although not selected
Category: General
Change Request: 12-1PWLYEE
The Client Summary Install screen lists English as the Product Language even though it is not selected.
Workaround
Check log files for the correct language installed or check the product inventory by invoking the installer again.
____________________________________________________________________________________________________________________________________
Screen not translated to Polish during Web Server installation

Category: General
Change Request: 12-1PVKVLB
When you change locale to Polish (PLK) and install the Web Server, a screen pops up during the Web Server installation asking whether
or not to restart Web Server. The string is not translated to Polish but appears in English.
____________________________________________________________________________________________________________________________________
Keep ODBC Data Source name when removing Siebel Server configuration Top
Category: General
Last Modified: Monday, July 12, 2010
Change Request: 12-1PT4YKD
During Siebel Server configuration removal option, there is an option for the user to remove the Siebel Server and the ODBC DSN name. If
the user removes the DSN name at this stage, the enterprise reconfiguration will not work, as the Enterprise reconfiguration looks for the
same DSN name. This issue is applicable to both 8.1 and 8.1.1.
Workaround
The user should not select the option of removing the ODBC DSN.
____________________________________________________________________________________________________________________________________
MS .NET and IIS required when installing Haley using silent mode
Category: General
Change Request: 12-1POSLMW
When installing Haley using silent mode, MS .NET and IIS are required for the Haley Installation to be successful.
____________________________________________________________________________________________________________________________________
Adding a new language to the existing installation

Category: General
Last Modified: Thursday, October 30, 2008 Top
Change Request: 12-1PMWIDP
To add a new language to the existing installation installed through OUI, complete the following steps:
1. Run the OUI Installer again and point it to the same Oracle Home.
2. In the Select Languages screen, add a language to the existing installation.
____________________________________________________________________________________________________________________________________
Summary screen of OUI installers always displays English

Category: General
Change Request: 12-1PMWKDE
When installing Tools and Mobile Web Client using OUI Installers, the summary screen always display English as the product language,
irrespective of the language being installed.
Workaround
There are two ways to verify the actual languages installed:
1. Review the OUI installation log file.
2. Launch the installers again and review the installed product list.
____________________________________________________________________________________________________________________________________
Mismatched database client Fix Pack version in Siebel 8.1.1 EVT output file
Category: General
Last Modified: Tuesday, November 4, 2008
Change Request: 12-1PLGOW7
When running EVT in 8.1.1, the following critical error displays: Critical Failures: Database Setup Checks Required IBM DB2 Fix Pack for
Siebel is not installed. Required Fix Pack version is 14866. Fix Pack 16 is the expected version for Siebel 8.1.1.
Top
____________________________________________________________________________________________________________________________________
Siebel Application may not launch after successful SWSE configuration on Windows
Category: General
Change Request: 12-1LJQTYT
The Siebel Application may not launch even after a successful SWSE configuration on Windows. This is because the Execution Successful
dialog box is displayed before the script creates all of the virtual directories. If a user selects OK in the Execution Successful dialog box,
some of the virtual directories will not be created. This issue is specific to the Windows platform.
Workaround
Do not to select OK in the Execution Successful dialog box until all of the virtual directories are created during SWSE configuration.
____________________________________________________________________________________________________________________________________
After Quick Fix is installed for Siebel Tools, only base.txt file is updated
Category: General
Change Request: 12-1GSFZ6P
After the 8.0 or 8.1.1 Quick Fix is installed for Siebel Tools, only the base.txt file is updated with the correct patch number. The enu.txt file is
unchanged after the patch installation.
Workaround
Refer to base.txt for the correct patch information.
____________________________________________________________________________________________________________________________________
Top
Unable to send alert email using Siebel Messages and Alerts
Category: General
Subcategory: Message Broadcasting
Change Request: 12-1PILZWG
Siebel Alerts functionality is not behaving as expected. Unable to send alert email using Siebel Messages and Alerts.
____________________________________________________________________________________________________________________________________
A single line of script in ST engine causes runtime error

Category: General
Subcategory: Other
Change Request: 12-1Q7IUCR
After adding a single line of script to an object, compiling the object to the .srf and running the client, when the script executes, a run-time
error prevents the client from continuing.
Workaround
Add more than one line of script to an object.
____________________________________________________________________________________________________________________________________
Changing organizer in Siebel results in incorrect tracking data

Category: General
Subcategory: PIM Server Integration
Product Version: Siebel 8.1 Controlled Release (CA)
Last Modified: Wednesday, August 18, 2010
Change Request: 12-1ZE4U4H
Organizer A (sync-enabled) creates a record in Outlook inviting User B (sync-enabled). After accepting and syncing, correct results are
shown in Siebel. In Siebel, change the owner from User A to User C (some other user), removing User A. After sync, in User C's calendar,
User B's tracking status is "None" instead of "Accepted."
____________________________________________________________________________________________________________________________________
Organizer receives notification when calendar updated in Siebel

Category: General
Subcategory: PIM Server Integration
Last Modified: Monday, August 16, 2010
Change Request: 12-1ZBQ8IJ
When a meeting is updated in Siebel (such as adding an attendee, deleting an attendee, changing the time or description, and so forth),
this information is sent out by Exchange. In the preconfigured Exchange configuration, this sends a notification email to the organizer in
Exchange.
Workaround
1. Ignore the email.
2. Suppress the notification email using the updated ssse_exchange2k7_permissions.sql file or through manual execution of Set-
MailboxCalendarSettings -Identity user@company.com -RemoveForwardedMeetingNotifications $true.
____________________________________________________________________________________________________________________________________
Unable to login to MWC after rebooting with quickstart enabled

Category: General
Subcategory: Remote
Change Request: 12-1QFPANA
Unable to login to MWC after rebooting with quickstart enabled and clicking Exit option on the icon.
Workaround
From the task manager kill dbeng9.exe, then re-login to MWC.
____________________________________________________________________________________________________________________________________
Failing Compensation for three-way merge test

Category: General
Subcategory: Remote
Change Request: 12-1LD35ZN
This defect only occurs when you merge three records.

Workaround
If you merge just two records, then everything works properly.
____________________________________________________________________________________________________________________________________
Applet Search specification not applied when users run report

Category: General
Subcategory: Reports Server
Last Modified: Tuesday, October 5, 2010
Change Request: 12-1Q16OWB
The Applet Search specification is not passed as part of the query when executing a report.
Workaround
Get the BC Name from the Applet.
Create a new Predefined Query by giving the following inputs:
- Select the BO name in the Objects field.
- Give the PDQ name as View name by preceding with BIP.
The Query must be specified in this format: 'Business Component Name'.Search = "applet search spec"
If the applet Search Spec includes any double quotes, replace the double quotes with two double quotes.
Select the newly created PDQ in the Saved Queries drop down list and run the report.
____________________________________________________________________________________________________________________________________
Search Specification field is read-only for primary integration object in Report Template Integration Objects view
Category: General
Last Modified: Monday, July 26, 2010
Change Request: 12-1PVLXKZ
The Search Specification field is read-only for the primary integration obect in the Report Template Integration Objects view. The query for
the primary integration object is taken from the applet at report generation time. As a result, it is not possible to hard code a search
expression on a primary integration object.
____________________________________________________________________________________________________________________________________
Using IE 6, it is not possible to open or save a Siebel 8.1.1 BI Publisher report after execution
Category: General
Change Request: 12-1VR2PFF
Steps to reproduce:
1. Launch the Siebel CRM 8.1.1 Application, that is, Siebel Call Center.
2. Navigate to the Accounts screen, then the My Accounts List View.
3. Click the Reports icon and select 'Account List' BIP report.
4. Select an Output Type, such as PDF (you can select any output type).
5. Click Submit to execute the report.
6. A Windows File dialog box appears showing the Report Output file name and 'Open', 'Save' and 'Cancel' buttons.
7. Click Open or Save.
The application freezes. Top
Workaround
Remove Microsoft Security Patches (in this case, they are related to KB974455 and KB976749).
____________________________________________________________________________________________________________________________________
Actuate Reports section present in application .cfg files

Category: General
Change Request: 12-1PV3OHT
The Actuate Reports section appears in the application .cfg files although these parameters are redundant.
____________________________________________________________________________________________________________________________________
Within Siebel Tools > Object Explorer, the Reports option should not display
Category: General
Change Request: 12-1PS529D
The out-of-the-box Reports repository objects are visible Siebel Tools. Report objects and View > Reports objects are not used.
Workaround
These objects can be deleted manually, if necessary.
____________________________________________________________________________________________________________________________________
Top
Cannot run multiple language reports on a single object manager

Category: General
Change Request: 12-1IERLJL
It is not possible to run multiple language reports on a single object manager. For example, the DEU application on the DEU object
manager cannot generate reports in ENU.
Workaround
Log in to the correct language object manager to run reports in the required language.
____________________________________________________________________________________________________________________________________
If /p option is specified during Server Manager crash then password will be exposed in crash file
Category: General
Subcategory: Security
Last Modified: Monday, August 31, 2009
Change Request: 12-1L5L7R1
If the /p <Password> option is used while connecting to the server manager and the server manager crashes at that time, then the
password will be written in the crash.txt file. Anyone having file access privileges will be able to see the password.
Workaround
Run srvrmgr without specifying the /p argument on the command line. You will be prompted for the password and, if this srvrmgr process
crashes, then the password will not be written to the crash.txt file.
____________________________________________________________________________________________________________________________________
Manually update the httpd.conf/obj.conf for additional language deployment
Category: General
Subcategory: Server Extensions for UNIX Top
Change Request: 12-1NFAWS7
When a user attempts to deploy multiple languages in SWSE, there are two scenarios where the httpd.conf / obj.conf is updated based on
the deployment platforms.
SCENARIO 1 FOR LINUX / AIX / HP UNIX PLATFORMS
When a user selects only one language (for example, ENU) in Linux / AIX / HP UNIX platforms, the httpd.conf will be updated as follows:
<IfModule mod_swe.cpp>
AddHandler swe_service .swe .swef
SWEConfigFile eapps.cfg
SiebelHome /export/home/qa2/21032/eappweb
Alias /ecustomer_enu /export/home/qa2/21032/eappweb/public/enu
Alias /erm_enu /export/home/qa2/21032/eappweb/public/enu
Alias /ermadmin_enu /export/home/qa2/21032/eappweb/public/enu
Alias /ermemb_enu /export/home/qa2/21032/eappweb/public/enu
...
...
...
<Directory /export/home/qa2/21032/eappweb/public/enu>
DirectoryIndex default.htm
Options Indexes MultiViews
AllowOverride none
Order allow,deny
Allow from all
</Directory>
</IfModule>
If the user prefers to add one more language using "Add language support" (for example, Japanese) option, then the above entries will be
replaced by JPN languages entries as below instead of appending the same.
AddHandler swe_service .swe .swef
SWEConfigFile eapps.cfg
SiebelHome /export/home/qa2/21032/eappweb
Alias /ecustomer_jpn /export/home/qa2/21032/eappweb/public/jpn
Alias /erm_jpn /export/home/qa2/21032/eappweb/public/jpn
Alias /ermadmin_jpn /export/home/qa2/21032/eappweb/public/jpn
Alias /ermemb_jpn /export/home/qa2/21032/eappweb/public/jpn
...
...
...
<Directory /export/home/qa2/21032/eappweb/public/jpn>
DirectoryIndex default.htm
Options Indexes MultiViews
AllowOverride none
Order allow,deny
Allow from all
</Directory>
</IfModule>
SCENARIO 1 FOR OTHER UNIX PLATFORMS
When a user selects only one language (for example, ENU) in UNIX platforms, such as Solaris, other than Linux / AIX / HP UINX platforms,
the obj.conf will be updated as follows:
<Object name="default">
Service method="(GET|HEAD|POST|PUT)" type="application/x-swe" fn="swe-service"
NameTrans fn="pfx2dir" from="/ecustomer_enu"
dir="/export/home/qa1/21032/eappweb/public/enu"
NameTrans fn="pfx2dir" from="/erm_enu"
NameTrans fn="pfx2dir" from="/ermadmin_enu"
...
...
...
PathCheck fn="find-index" index-names="default.htm"
AuthTrans fn="match-browser" browser="*MSIE*" ssl-unclean-shutdown="true"
NameTrans fn="ntrans-j2ee" name="j2ee"
NameTrans fn=pfx2dir from=/mc-icons dir="/export/home/qa1/21032/web/ns-icons" name="es-internal" NameTrans fn=document-root
root="$docroot"
PathCheck fn=unix-uri-clean PathCheck fn="check-acl" acl="default"
PathCheck fn=find-pathinfo PathCheck fn=find-index index-names="index.ht+I38ml,home.html,index.jsp" ObjectType fn=type-by-extension
ObjectType fn=force-type type=text/plain
Service method=(GET|HEAD) type=magnus-internal/imagemap fn=imagemap
Service method=(GET|HEAD) type=magnus-internal/directory fn=index-common
Service method=(GET|HEAD|POST) type=*~magnus-internal/* fn=send-file
Service method=TRACE fn=service-trace
Error fn="error-j2ee"
AddLog fn=flex-log name="access"
</Object>
If the user prefers to add one more language using "Add language support" (for example, JPN) option, then the above entries will be
replaced by JPN languages entries as below instead of appending the same.
Service method="(GET|HEAD|POST|PUT)" type="application/x-swe" fn="swe-service"
NameTrans fn="pfx2dir" from="/ecustomer_jpn"
dir="/export/home/qa1/21032/eappweb/public/jpn"
NameTrans fn="pfx2dir" from="/erm_jpn"
NameTrans fn="pfx2dir" from="/ermadmin_jpn"
...
...
...
PathCheck fn="find-index" index-names="default.htm"
AuthTrans fn="match-browser" browser="*MSIE*" ssl-unclean-shutdown="true"
NameTrans fn="ntrans-j2ee" name="j2ee"
NameTrans fn=pfx2dir from=/mc-icons dir="/export/home/qa1/21032/web/ns-icons" name="es-internal"
NameTrans fn=document-root root="$docroot"
PathCheck fn=unix-uri-clean
PathCheck fn="check-acl" acl="default"
PathCheck fn=find-pathinfo
PathCheck fn=find-index index-names="index.html,home.html,index.jsp"
ObjectType fn=type-by-extension
ObjectType fn=force-type type=text/plain
Service method=(GET|HEAD) type=magnus-internal/imagemap fn=imagemap
Service method=(GET|HEAD) type=magnus-internal/directory fn=index-common
Service method=(GET|HEAD|POST) type=*~magnus-internal/* fn=send-file
Service method=TRACE fn=service-trace
Error fn="error-j2ee"
AddLog fn=flex-log name="access"
</Object>
SCENARIO 2
When the user selects more than one language at the same time for deployments, the httpd.conf / obj.conf will get updated with the first
language in the list and entries for the other languages are missing.
Workaround
Open httpd.conf/obj.conf file and append in the new section the missing languages as below.
The typical entries should be:

...
NameTrans fn="pfx2dir" from="/ecustomer_enu" dir="/export/home/qa1/I6021032/eappweb/public/enu"
...
NameTrans fn="pfx2dir" from="/ecustomer_jpn" dir="/export/home/qa1/21032/eappweb/pu
...
Alias /ecustomer_enu /export/home/qa2/21032/eappweb/public/enu
...
</IfModule>
____________________________________________________________________________________________________________________________________
Pause function not working on Task UI for Enrollment
Category: General
Subcategory: Task UI
Change Request: 12-1MPPCA2
The length of the inserted value is larger than the maximum limit.
Workaround
Complete one of the following:
Move the table in 32K bufferpoool.
Make the column S_WFA_INST_PROP.LONG_VAL as CLOB.
Work with DB2390 DBA for both workarounds.
____________________________________________________________________________________________________________________________________
Blank pop-up dialog box at dedicated client launch

Category: General
Subcategory: Tools / Configuration
Change Request: 12-1PS543N
Top
A blank pop-up dialog box appears while trying to launch the dedicated client through Siebel Tools after compiling. This issue is seen only
when no instance of the dedicated client is open and the user tries to launch the dedicated client with the ‘Auto start Web client’ check box
checked while compiling an object.
Workaround
There are two workarounds possible:
1. DO NOT enable the ‘Auto start Web client’ check box during compilation and launch the dedicated client manually.
2. If the ‘Auto start Web client’ check box is checked, open another instance of the dedicated client while compiling.
____________________________________________________________________________________________________________________________________
Utility genbscript ignores application .cfg file

Category: General
Change Request: 12-1I6X523
The genbscript utility will ignore the application .cfg file given as a command-line parameter and compile the scripts anyway.
Workaround
There is no workaround since the scripts will still compile.
____________________________________________________________________________________________________________________________________
JREDownloadUrl parameter in Name server must be changed

Category: General
Last Modified: Wednesday, September 9, 2009
Change Request: 12-1HQ038G
The recommended version of JRE for Siebel applications is JRE 1.5.0 and the current JREDownloadUrl string in the Name server points to
a 1.4.2 location. The string value needs to be changed to download JRE 1.5.0, not JRE 1.4.2.
Workaround
See Alert 1307 (Doc ID #475457.1) on My Oracle Support. Top
____________________________________________________________________________________________________________________________________
Series z drops triggers twice during an upgrade

Category: General
Subcategory: Upgrade
Last Modified: Thursday, December 4, 2008
Change Request: 12-1R4RGFB
While applying the non-additive changes to the target, the triggers are dropped at two different locations; once during the DROP TRIGGER
step of the upgrade and then again during the application of non-additive table changes.
Workaround
The DROP TRIGGER step tries to drop the triggers against the target, but uses the staging environment trigger names. Because the
staging environment trigger names do not exist on the target, the job completes without dropping any triggers and does not issue an
error. During the non-additive phase, the step that drops and re-creates the tables also drops and re-creates the triggers. Because the
end result is achieved without making any changes, the upgrade can be ran as-is.
____________________________________________________________________________________________________________________________________
EIM partitioned tablespaces included in additive process instead of non-additive process of zSeries upgrade
Category: General
Change Request: 12-1R1EHMJ
EIM partitioned tablespaces are included as part of the additive process of a zSeries upgrade. Interface tables are dropped later in the
upgrade process so when the additive process is applied on target, users receive a -601 sqlcode error, that is a duplicate error.
Workaround
1. Before executing the additive file, verify that the partitioned tablespaces for partitioned tables are not already defined in the additive file.
2. If the tablespaces are already defined, remove the DDL for the tablespaces and place the DDL into a separate folder.
3. Execute the additive file.
4. Proceed with the upgrade.
5. When executing the non-additive process, verify that the tablespaces are in the non-additive tablespace file. If they are not, add the ddl
along with a drop statement.
____________________________________________________________________________________________________________________________________
ICL merge post-merge tasks (for upgrades from version 7.7.x SIA onwards) can fail with SBL-DAT-00381 error
Last Modified: Wednesday, March 3, 2010
Change Request: 12-1JJI5PY
Applicability: Siebel upgrades from version 7.7.x SIA (and following, such as version 7.8.2.x SIA) to version 8.0 SIA where the ICL option is
chosen for the merge process. In these cases, the post-merge task may fail with the 'SBL-DAT-00381' error in the uirestore.log.
This is due to unique key violation errors happening with four drilldown objects for the 'Channel Partner Home Search Virtual Form Applet'
available in the New Customer Repository:
All Channel Partner Across Org
All Channel Partner List View
Channel Partner List View
Manager's Channel Partner List.
Workaround
To prevent this, in preparation for the merge, delete the drilldown object in question from the New Customer Repository: delete from
S_DDOWN_OBJECT where APPLET_ID IN (SELECT ROW_ID FROM S_APPLET WHERE NAME = 'Channel Partner Home Search
Virtual Form Applet' AND REPOSITORY_ID IN (SELECT ROW_ID FROM S_REPOSITORY WHERE NAME = 'New Customer
Repository')). Once these objects are deleted it will be possible to start the ICL merge.
____________________________________________________________________________________________________________________________________
Life Sciences
Sales representative unable to apply Smart Calls in non-ENU Siebel setup for newly created products
Category: Life Sciences
Subcategory: Activity
Change Request: 12-1Q9ZNN9
During call planning/recording, the user is unable to apply a smart call template in non-ENU environments.
____________________________________________________________________________________________________________________________________
No option to add attachments if new Meeting created from Calendar screen

Subcategory: Activity
Last Modified: Tuesday, February 16, 2010
Change Request: 12-1OVUUFL Top
If you create a new meeting from the Calendar screen (Calendar > New Meeting) and then drill down into the details, there is no option to
add attachments.
Workaround
In the Activities tab, select the specific Meeting activity and then drill down into the Details. Here, attachments can be added.
____________________________________________________________________________________________________________________________________
Cannot undo record after selecting template in Trip Report Details view
Subcategory: Clinical Manager
Change Request: 12-1P2RV9L
When a user selects a trip report template in the Clinical Trip Report Detail view or LS Clinical Trip Report Detail view without CRF view, a
list of checklist items is created. If user tries to undo the record before committing it, the checklist items remain. If the template is selected
again, a new set of checklist items will be created on top of the existing one, resulting in duplication.
____________________________________________________________________________________________________________________________________
Team history does not always capture assignment when user is added to Team MVG
Last Modified: Friday, November 21, 2008
Change Request: 12-1P1SI85
When a user is added to a team multi-value group (MVG), it can be done either using the Add button or through double-clicking the
record. The assignment history is properly captured when using the Add button, but not when the record is double-clicked.
Workaround Top
Always add a user to the Team MVG using the Add button.
____________________________________________________________________________________________________________________________________
Subject enrollment information does not roll up correctly for protocols with no regions
Change Request: 12-1OVULBZ
Subject enrollment information does not roll up correctly when there is no region between Sites and Protocols.
Workaround
Always set up a region between Sites and Protocols for Data Rollup to work
____________________________________________________________________________________________________________________________________
Sample Transactions BI Publisher reports do not use applet search specifications

Subcategory: Other
Change Request: 12-1Q9I96E
The following Sample Transactions BI Publisher reports display all data but do not display data based on the user's query in the applet
search specification. Affected reports include: Pharma Sample Tranfer Out Report, Pharma Sample Invoices Report, and Pharma Sample
Adjustment Report.
____________________________________________________________________________________________________________________________________
Life Sciences Oracle BI Publisher reports do not use applet search Top
Subcategory: Other
Last Modified: Monday, October 27, 2008
Change Request: 12-1Q62HE5
The following Life Sciences Oracle BI Publisher reports display all data but do not display data based on the user's query in the applet
search specification. Impacted reports include: MDV Report, Pharma Sample History Report.
Workaround
Complete the following steps:
1. Get the business component name from the Applet.
2. Create a new Predefined Query by giving the following inputs: Select the BO name in the Objects field. Give the PDQ name as View
name preceding with BIP. The Query has to be specified in the following format: Business Component Name'.Search = "applet search
spec"
3. If the applet Search Spec includes double quotes, replace the double quotes with two double quotes.
4. Select the newly created PDQ in the Saved Queries drop-down list and run the reports.
____________________________________________________________________________________________________________________________________
Drilldown on Target List Applet Records not working for non-ENU languages
Subcategory: Other
Change Request: 12-1Q72A4X
On the Home page, clicking the Target List Applet Title and Name field link in line items does not work for non-ENU languages. If the
application is ENU, in the home page: "Target List Applet", the applet title and the Name field in the applet for the records show up as links.
When you click on the name, the appropriate view comes up based on the Target List Type.
- for Target List Type 'Contacts', the LS Contact Target Query View comes up.
- for Target List Type 'Accounts', the Account Target Query view comes up.
- for Target List Type 'Account Contacts', the LS Pharma Account Contact Target Query view comes up.
When you click the Applet Title link, LS Contact Target Query view comes up.
For the non-ENU languages the above is not working.
Workaround
The following objects need to be modified in the Repository:
Business Component: "List Mgmt Lists"
New Calculated field, Name: List Type LIC
Value: LookupName ("LISTMGMT_LIST_TYPE", [List Type])
Type: DTYPE_TEXT
Applet: LS Pharma Target List Applet
For the Drilldown Object 'Name', you need to modify all Dynamic Drilldown Destinations and change Field property from "List Type" to "List
Type LIC".
____________________________________________________________________________________________________________________________________
Call-Per-Day BI Publisher report in Pharma Manager displays incorrect date format on UNIX
Subcategory: Other
Last Modified: Tuesday, November 4, 2008 Top
Change Request: 12-1Q5KRPA
Pharma Manager's Call-Per-Day BI Publilsher report displays incorrect date formats in the report output when the BI Publisher is running
on a UNIX environment.
____________________________________________________________________________________________________________________________________
Sample signature images do not display in HTML or Excel report outputs

Subcategory: Other
Change Request: 12-1Q3N3B8
The sample signature images in the Signature Administration and Sample Receipt BI Publisher reports do not display when the reports are
generated in HTML or Excel format.
____________________________________________________________________________________________________________________________________
Data Migration service returns error when executed from Workflow

Subcategory: Other
Change Request: 12-1Q25Q6M
When a server job is created using the Workflow Process Manager component to run the workflow, LS Pharma Data Migration for LS
Pharma 8.1.1, the process terminates with an error. The task log shows some fields are not activated and the Sequence business
component is required.
Top
____________________________________________________________________________________________________________________________________
Sample Signature Images do not display in BI Publisher on UNIX

Subcategory: Other
Change Request: 12-1PZOIQ8
The sample signature images in the Signature Administration and Sample receipt BI Publisher reports do not display when the BI Publisher
Server is running on a UNIX environment.
____________________________________________________________________________________________________________________________________
Currency Codes like "UAH" (symbol "rph") are not displayed properly in BI Publisher Reports
Subcategory: Other
Change Request: 12-1PILGTW
The BI Publisher reports related to Life Sciences are not displaying some Currency Codes, such as "UAH" (symbol rph.), properly.
____________________________________________________________________________________________________________________________________
Top
Life Sciences BI Publisher reports does not display Creater Name/ID
Subcategory: Other
Change Request: 12-1OYTJ0T
Life Sciences-related BI Publisher reports does not display Creater Name/ID at the bottom of reports. To show Creater ID, complete the
steps listed in Workaround before the report can be generated. This needs to be done only once for a given report.
Workaround
1. Ensure that the Primary Integration Component has a LoginUser field in the Integration Object associated with the report in Tools. Add a
new Integration Component field LoginUser if it is not available for the Primary Integration Component. Make sure the value for XML tag is
“Login” as specified in the report template.
2. Ensure that the field is available in the business component with the calculated value as LoginName()
3. Compile IO and business components.
4. Upload report template file.
____________________________________________________________________________________________________________________________________
If a meeting is created from Calendar screen, correct day is displayed, but current system time displays rather than time selected for meee
Subcategory: Other
Last Modified: Wednesday, January 27, 2010
Change Request: 12-1OVUULS
Navigate to the Calendar UI, select a day/time and create a meeting. The meeting is created for the correct date but with the current
system time, instead of the time marked on the calendar.
Workaround
Adjust the time manually in the Meeting Activity field or drag the meeting to a new time slot on the calendar to see the correct time.
____________________________________________________________________________________________________________________________________
Pharma Professional can have only one license entry per state
Subcategory: Other
Last Modified: Wednesday, November 11, 2009
Change Request: 12-1OA5EH5
If a Pharma Professional has a California state license that expired in 2005 and then a new license that expires in 2010, a user will not be
able to enter that second record because it violates the user key ( CONTACT_ID+ STATE_CD): Cannot be same for both records.
____________________________________________________________________________________________________________________________________
Incorrect activities created for subjects when applying protocol amendment

Subcategory: Protocol Builder
Change Request: 12-1LKD1UF
When a new version of a Subject Visit template is applied to a subject who has already been applied to an old version, incorrect visits are
created.
____________________________________________________________________________________________________________________________________
BI Publisher report unavailable for 3500A regulatory report

Subcategory: Regulatory Reports
Change Request: 12-1OQULXB
The BI Publisher report for the Life Sciences 3500A FDA Medwatch regulatory report is not available in this release. Top
____________________________________________________________________________________________________________________________________
New LOV value needed

Subcategory: Samples
Last Modified: Friday, December 4, 2009
Change Request: 12-1Q71RVX
Add a new LOV LS_SI_CALENDAR_FIELDS and its value.
Workaround
1. Log in to the Siebel Web Client and navigate to Administration-Data, and then click List of Values view.
2. Add the following 7 records in List of Values List Applet:
Type:LOV_TYPE Display Value: LS_SI_CALENDAR_FIELDS LIC: LS_SI_CALENDAR_FIELDS Active: Y
Type:LS_SI_CALENDAR_FIELDS Display Value:Type LIC:TYPE Order:1 Active:Y Translate:Y
Type:LS_SI_CALENDAR_FIELDS Display Value:Description LIC:DESCRIPTION Order:2 Active:Y Translate:Y
Type:LS_SI_CALENDAR_FIELDS Display Value:Planned LIC:PLANNED Order:3 Active:Y Translate:Y
Type:LS_SI_CALENDAR_FIELDS Display Value:Planned Completion LIC:PLANNED COMPLETION Order:4 Active:Y Translate:Y
Type:LS_SI_CALENDAR_FIELDS Display Value:Meeting Location LIC:MEETING LOCATION Order:5 Active:Y Translate:Y
Type:LS_SI_CALENDAR_FIELDS Display Value:Comment LIC:COMMENT Order:6 Active:Y Translate:Y
____________________________________________________________________________________________________________________________________
On the DB2-390 platform, Recreate Receipt records do not appear in Sample Compliance reports
Subcategory: Samples
Last Modified: Tuesday, April 6, 2010
Change Request: 12-1Q4576K
DB2-390-specific issue: Using a Sales representative login, create a Call, drop Samples, submit the Call and try Recreate Receipt. If you
log in as an administrator with the SCA Responsibilities and navigate to the Sample Compliance screen, Report, and then the Performed
Recreate Receipts applet, the Recreate Receipt transaction record is not found.
____________________________________________________________________________________________________________________________________
Top
Loyalty
Point type retro processing
Category: Loyalty
Subcategory: Loyalty Engine
Change Request: 12-1M7YT49
Point Status Type is not calculated correctly for qualifying points. This is a retro processing case. The overall retro logic will be revamped in
a future release to address all retro processing related issues.
____________________________________________________________________________________________________________________________________
Marketing
Default new ALLOCATED_PCT column in S_DCP_CALL_LST Table to 100% for existing Treatment Allocation data
Category: Marketing
Subcategory: Campaigns
Change Request: 12-1QU76CT
When migrating from prior 8.1.1 releases, default the new ALLOCATED_PCT column in S_DCP_CALL_LST Table to 100% for the existing
Treatment Allocation data to be picked by Campaign Load and Launch. As part of Campaign Allocation enhancement in v8.1.1, the
Allocation matrix now allows users to specify the percentages for each of these allocation cells.
To support this enhancement, two new columns, PCT_ALLOC_FLG (flag) and ALLOCATED_PCT (numeric), have been added to the
S_DCP_CALL_LST table to capture the information. PCT_ALLOC_FLG defaults to Y for the existing records in the table but
ALLOCATED_PCT columns remain Null indicating zero percent allocation, thus preventing the Segments/Lists from being targeted for the
Treatment during Campaign Launch.
Workaround
Customers upgrading to 8.1.1 will need to run a small bulk update statement in the database to set ALLOCATED_PCT = 100 percent for
their existing data. This will ensure that all of their campaign allocations work normally. Run query as follows:
update S_DCP_CALL_LST set ALLOCATED_PCT = 100;
____________________________________________________________________________________________________________________________________
On UNIX-based platforms, one contact is missed during first campaign wave assignment
Category: Marketing
Subcategory: Campaigns Top
Last Modified: Thursday, May 6, 2010
Change Request: 12-1PZ4R7R
During Campaign Load on UNIX-based platforms (Linux, AIX, Solaris), one contact is not assigned a wave number. Therefore, during the
wave launch, that contact will not be included in the list output.
Workaround
Manually assign the missing contact a wave.
____________________________________________________________________________________________________________________________________
Campaign load remains in progress when generating source codes during load
Category: Marketing
Subcategory: Campaigns
Change Request: 12-1NJKYSL
The Campaign Load process will remain in Pending status if the load process is using the Load Behavior option Create New Wave as well
as Generate Source Codes During Load.
Workaround
Refer to Change Request (CR) 12-1KZXU7Z / FR 12-1O2IRLD.
____________________________________________________________________________________________________________________________________
Increase standard field size for Trackable URL name in SRF

Category: Marketing
Subcategory: Email and Web Marketing
Change Request: 12-1VBS3NO
Top
The standard field size for Trackable URLs is set to 100 characters in the preconfigured 8.1.1 data model. This will cause an error to
appear when saving an email treatment HTML content, since it has an automatic URL detector that tries to use the full URL as the default
name of the Trackable URL. (This issue affects all customers on Fix Pack 8.1.1.1 or higher.)
Workaround
Increase the size of the Trackable URL reference name field and compile the SRF.
____________________________________________________________________________________________________________________________________
Email Marketing Server installation requires JDK 1.5.x, not v1.6 as stated in Bookshelf
Category: Marketing
Change Request: 12-1RDWLOD
The 8.1.1 Bookshelf issued in November 2008 incorrectly states that the Email Marketing Server requires JDK version 1.6. However, this
JDK version will not work due to some deprecated methods used by the server. Customers should use JDK version 1.5.x instead.
____________________________________________________________________________________________________________________________________
Database cursors left open after launching email campaigns can result in "ORA-1000" errors
Category: Marketing
Change Request: 12-1MM7CTD
When launching many parallel email campaigns, the database cursors may be left open after completing the mailing. This can result in
"ORA-01000: maximum open cursors exceeded" errors in the campaign launch process.
Workaround
Restart the Siebel Server component. Top
____________________________________________________________________________________________________________________________________
Campaign load associates overlapping contacts to lower priority segments

Category: Marketing
Subcategory: Marketing Server
Change Request: 12-1L1J03W
During Campaign Load, if two segments include overlapping contacts, the campaign load process will associate the contact to the lower
priority segment. This occurs because the load process loads the higher priority segments first. The EAI Integration Object behavior is to
update fields when a matching record is found, so during the load of the lower priority segment file, the Segment ID for the overlapping
contacts are overwritten with the ID of the lower priority segment.
____________________________________________________________________________________________________________________________________
List import does not automatically merge detected duplicates

Category: Marketing
Subcategory: Marketing Server
Last Modified: Sunday, December 14, 2008
Change Request: 12-1J60V7O
During a list import, when data quality matching is enabled, the import process will detect account and contact duplicates. The process will
log these detected duplicates in the Data Quality results schema. However, the import process does not invoke any process to
automatically merge the detected duplicates. Therefore, the Siebel administrator should run batch deduplication on the data on a regular
basis to remove these duplicates.
Workaround
The Siebel Administrator can implement a custom business service or workflow to call the UCM Survivorship process each time a duplicate
account or contact is detected.
____________________________________________________________________________________________________________________________________
Certain fields not updated during lead import in Update Mode

Category: Marketing Top
Subcategory: Other
Change Request: 12-1PS5ZA9
During Lead Import, the following fields are not updated during the import process when using Update Mode:
Main Entitity: Account -> Field : Organization Id
Main Entitity: Account -> Field : Primary Organization Id
Main Entitity: Account -> Field : Position Id Main Entitity: Lead -> Field : Assigned to Position Id
Main Entitity: Contact -> Field : Alternate Phone
Main Entitity: Lead -> Field : Lead Partner
Main Entitity: Contact -> Address fields
This issue is specific to Siebel Industry Applications only.
____________________________________________________________________________________________________________________________________
List Import in Update Mode gives EAI errors when object ID is not part of mapping
Category: Marketing
Subcategory: Other
Change Request: 12-1PMEZ0G
When an import job is run with the Import Mode set to ‘Update existing records’ and Match resolution set to ‘Overwrite records’, the import
job will give EAI errors if the ID is not included in the file. For example, the Lead import object requires the Lead ID to be included in the file
in order to update existing Lead records in the database.
____________________________________________________________________________________________________________________________________
Lead or Response Stage shapes with constrained connector to another Stage or Wait not supported
Category: Marketing
Subcategory: Programs
Change Request: 12-1PM11LK Top
When a stage is associated with Lead or Response shape, then a constrained connector from that stage to another Stage or Wait shape is
not supported, though it does not validate it in the Program flowchart.
____________________________________________________________________________________________________________________________________
Mobile Solutions
Installing Whistler build on WM6 device pops up Unknown Publisher error message
Category: Mobile Solutions
Subcategory: Handheld for Windows
Last Modified: Friday, February 26, 2010
Change Request: 12-1NJ3LXL
Installing Whistler build on WM6 device pops up "Unknown Publisher" error message.
Workaround
Click Yes to continue the installation.
____________________________________________________________________________________________________________________________________
CS Sync not working when sync initiated from laptop for HTC WM6 device
Change Request: 12-1N2KY8J
CS Sync does not work when sync is initiated from the laptop for an HTC WM6 device.
Workaround Top
Perform sync again.
____________________________________________________________________________________________________________________________________
Configurable Audible Alerts not working on HTC WM6 device

Change Request: 12-1N2KY7K
The configurable Audible Alerts are not working on the HTC WM6 device.
Workaround
Use the default WAV file.
____________________________________________________________________________________________________________________________________
PDA Installer not working when Windows Mobile Device Center 6.1 used on Vista OS
Change Request: 12-1N31M6F
The PDA Installer does not work when Windows Mobile Device Center 6.1 is used on Vista OS.
Workaround
Use XP with Active Sync to create the CAB file and then install the handheld client.
____________________________________________________________________________________________________________________________________
Application version not updated after running patch deployment through CS Top
Change Request: 12-1K61O6D
After running a patch deployment through CS, the application is not updated to the latest version.
Workaround
Check the version after launching the application.
____________________________________________________________________________________________________________________________________
Replication Manager: Regional Server fails when upgrade kit distributed

Subcategory: Other
Change Request: 12-1IK2Q1N
Replication Manager: Regional Server fails once the upgrade kit is distributed.
Workaround
On both headquarters and regional machines:
1. Set Min Version = "0" for the Siebel Upgrade wizard component in Administration - Siebel Anywhere, and then the Upgrade Component
List screen.
2. Remove the Siebel Upgrade Wizard component record from Administration-Siebel Anywhere, Upgrade Kits, and then the Upgrade
Components screen.
____________________________________________________________________________________________________________________________________
Partner Relationship Mgmt

Error while launching URL (Safari 3.0.2/Vista)
Category: Partner Relationship Mgmt
Subcategory: Other
Last Modified: Monday, October 27, 2008 Top
Change Request: 12-1KFM5M1
URL is not launched on Safari 3.0.2 with Vista OS.
Workaround
Try launching the application using a different browser.
____________________________________________________________________________________________________________________________________
Multiple Lines displayed after clicking New in Partner Programs View of Partner Manager in SI+ Mode
Subcategory: Partner Manager
Last Modified: Sunday, October 12, 2008
Change Request: 12-1Q7IS9I
Multiple lines are displayed after a user clicks the New button to create a new record in the Partner Programs list view of the Partner
Manager when running in SI+ mode.
____________________________________________________________________________________________________________________________________
Fields in Form View of Opportunity Screen are not aligned for PRM Partner Manager in SI+ Mode
Change Request: 12-1Q7IS7U
Fields in the More Info form view of the Opportunity Screen are not aligned in the PRM Partner Manager when running in SI+ Mode.
Top
____________________________________________________________________________________________________________________________________
Fields such as Probability and Sales Cycle are absent from Opportunity Screen of PRM Manager in SI+ Mode
Change Request: 12-1Q6K72L
Fields such as Probability, Sales Cycle, Probability, Last Name, and so on, are absent from the Opportunity Screen of PRM Manager in
SI+ Mode. In addition, there is no check box for Commitments and Available Offline fields.
____________________________________________________________________________________________________________________________________
Partner Report Card Oracle BI Publisher Report format Issue

Change Request: 12-1Q5KF9V
The Main Fax field of the Partner Report Card in an Oracle BI Publisher report is not aligned for HTML and Excel format.
____________________________________________________________________________________________________________________________________
Top
Opportunity transfer error
Change Request: 12-1L0IYU2
When attempting to transfer an Opportunity to a Partner, the following error message is displayed, "Error running sub-process 'Opportunity
Sharing External Create' at step 'Send Opportunity'.(SBL-BPR-00183)". This issue occurs only in Siebel Industry Applications versions of
Partner Relationship Management.
____________________________________________________________________________________________________________________________________
Error running Actuate Report for Current Month in Calendar screen

Change Request: 12-1K1T2GJ
The Current Month Actuate report fails to run or return the correct appointment records in the Monthly tab view of the Calendar screen.
____________________________________________________________________________________________________________________________________
Siebel E-Commerce
Update Action might not be displayed for Assets
Category: Siebel E-Commerce
Subcategory: Assets
Change Request: 12-1Q9HZSR
"Update" Action might not be displayed for Assets which are Simple Product with Editable attributes.
____________________________________________________________________________________________________________________________________
Asset configuration might not be defaulted when created for secondary user's individual account
Subcategory: Assets
Change Request: 12-1P90I7L
Asset configuration might not be defaulted when created for a company's secondary user's individual account. This happens only when the
individual account of the secondary user is selected for any of the Ship-To / Bill-To / Sold-To accounts.
Workaround
The deploying company can display an inline message requesting that the end user to choose their company account instead of their
individual account.
____________________________________________________________________________________________________________________________________
Ship-To Address or Bill-To Address might not be displayed

Subcategory: Assets
Change Request: 12-1P7JS9H
Ship-To address or Bill-To Address might not be displayed on a Modify Ship-To and Modify Bill-To page. Top
Workaround
The deploying company can enforce that B2B-created accounts have an associated primary address.
____________________________________________________________________________________________________________________________________
Action codes might be shown incorrectly while modifying assets in Editable Promotion
Subcategory: Assets
Change Request: 12-1OZBNA0
An end user adds a new Simple Product to the Editable Promotion, then adds and edits a Configurable Product configuration by changing
the attributes. On the Summary Changes page, only the lines which have been modified should display the "Update" action code.
Workaround
The deploying company can make the Configurable Product first in the sequence of Editable Promotion steps.
____________________________________________________________________________________________________________________________________
Configurable Products with boolean attributes might not honor "N" or "None" option
Subcategory: Browse and Select
Change Request: 12-1Q90VXB
Configurable products (as Product or Asset) with boolean attributes have the option of "Y" or "N" (or potentially "None", depending on the
deploying company's setup). If an end user chooses "N" (or "None") for an attribute, that attribute might still be displayed in Checkout and
Order Status.
Workaround
The deploying company can set up configurable products using "Enumerated List" instead of "Boolean".
____________________________________________________________________________________________________________________________________
Top
A Restart Task error might be displayed if end user logs in from Promotion Details page
Change Request: 12-1Q92LH5
An end user navigates to the Promotion Details page from the Hot Offers bin, Promotions bin, or the Catalog. The end user adds an item to
his cart and then clicks Login. After login, an error might be displayed, "Restart Task: Since you were idle for too long, please restart the
task by navigating back to the initial page."
Workaround
The end user can click the Products tab and then continue to the Promotion Details page as before. Alternatively, the end user can log in
before navigating to the Promotion Details page.
____________________________________________________________________________________________________________________________________
"No items found" warning when you click Product Details from Cart, and then Add-To Cart
Last Modified: Friday, October 31, 2008
Change Request: 12-1Q2MYWF
If you add an item to Cart, view Cart, and then click that item, the Product Details page is displayed. If you then click Add-To Cart, a "No
items found" warning may be displayed. Note: the item is still added to your cart, and you (the end-user) can still Place Order.
Workaround
You can add additional quantities to a cart item by changing the Quantity field in the cart.
____________________________________________________________________________________________________________________________________
Hot Offers bin might display all promotions instead of appropriate subset when returning to Products tab from Promotion Details tab
Subcategory: RTD Integration Top
Change Request: 12-1OMWY19
The Hot Offers bin might display all promotions instead of the appropriate subset when returning to the Products tab from the Promotion
Details tab. If, after clicking on the More Info link in the Hot Offers bin and viewing the Product Details page, you return to the Product list
by clicking the Products Tab, the Hot Offers bin may display all of the promotions associated to a catalog instead of displaying only the
promotions associated to the currently-viewed configurable promotion(s).
Workaround
Use the Back button to return to previously-viewed products from the Promotion Details page if you navigated there using the Hot Offers
bin Promotion. This issue should not occur if the deploying company clears the Self-Service cache.
____________________________________________________________________________________________________________________________________
On submitting Saved Carts, Bill-To Address might be empty in Order-Review and Order-Confirmation pages
Subcategory: Shopping Cart and Checkout
Change Request: 12-1QAGKEI
An end user creates and saves a cart and logs out. He or she then logs back in and re-loads that saved cart. If the user then makes
modifications before submitting that cart, the Bill-To address might be empty on the Order Review and Order Confirmation page.
Workaround
The end user must reselect the Bill-To Address before placing an order.
____________________________________________________________________________________________________________________________________
The first time an end user logs in, Add New Contact Address button may be disabled at Line level
Change Request: 12-1Q8ZCMV
Top
The first time an end user logs in, the Add New Contact Address button may be disabled at the Line level.
Workaround
If the end user selects the Account Address radio button and then re-selects the Contact Address radio button, the Add New button is
enabled. End users can also add a contact address in their address book before checking out.
____________________________________________________________________________________________________________________________________
Products may be retained in Shopping Cart after placing order

Change Request: 12-1PILJE0
An end user's cart is created by the deploying company's order administrator by way of the Call Center. If the deploying company's self-
service MAX_SAVED_CARTS parameter is exceeded for that end user, after a Place-Order, the end user's cart contents might not clear.
Workaround
Either the deploying company's agent or the end user can remove the extra lines from the current end user Shopping Cart.
____________________________________________________________________________________________________________________________________
Unable to create new cart if Shopping Cart has error and Save fails
Change Request: 12-1PFQB7C
If an end user's cart contains an address which has an address validation error, the Cart will not place-order and it will not be saved. Also,
the end user cannot create a new Cart without resolving the current cart's error.
Workaround
The deploying company should implement an address validation process before Place-Order. Top
____________________________________________________________________________________________________________________________________
Shopping Cart allows duplicate cart names

Change Request: 12-1P5O6LM
The Shopping Cart allows an end user to save a Cart with a name identical to an exisitng Cart. Both carts can exist with identical names.
Workaround
The end-user can rename either cart using Shopping Cart Action LOV.
____________________________________________________________________________________________________________________________________
Siebel E-Commerce for Comms

Changes to billing profile
Category: Siebel E-Commerce for Comms
Subcategory: Assets
Last Modified: Wednesday, November 4, 2009
Change Request: 12-1P29OPP
Changes made to a billing profile during an edit promotion are not saved to an asset.
Workaround
Add or change the billing profile through "Update Payment Method on a Service."
____________________________________________________________________________________________________________________________________
Billing profile error

Category: Siebel E-Commerce for Comms Top
Change Request: 12-1Q06AY1
After you create and save a new billing profile, the details are not displayed in the payment Details section.
Workaround
Click Back on the Billing Details page and click Next on the Shipping details page. Billing profile details will now be displayed in the
Payment Details section.
____________________________________________________________________________________________________________________________________
Siebel E-Support
Error might occur under high user load
Category: Siebel E-Support
Subcategory: Service Request
Last Modified: Wednesday, December 3, 2008
Change Request: 12-1LG2K5X
Error might occur under high user load, "Unable to perform this operation due to internal server error, if problem persists please contact
technical support."
____________________________________________________________________________________________________________________________________
Siebel Self Service Common

Order errors when sorting the Sites list in Merchant settings
Category: Siebel Self Service Common
Subcategory: Administration User Interface
Change Request: 12-1P8IZVU Top
Sorting the Sites list in Merchant settings by Default locale might not order correctly. This may happen when a double-byte character
language (such as Chinese) is a default locale along with sites with other locales.
Workaround
the deploying company can access Administration UI with a nondouble-byte locale to avoid this potential issue.
____________________________________________________________________________________________________________________________________
User Interface
Browser health check hangs when run in MS IE container with Vista client
Category: User Interface
Subcategory: Controls
Change Request: 12-1JBPE33
When Siebel is run in an MS IE container with a Vista client and Browser health check is enabled, the application hangs after the Run
button is pressed.
Workaround
Disable Browser health check, or use a different container, or a different client.
____________________________________________________________________________________________________________________________________
Refreshing Customer Dashboard causes page to disappear

Subcategory: Navigation
Change Request: 12-1IVMPB6
Pressing F5 to refresh the Customer Dashboard will cause the page to disappear.
Workaround Top
Instead of pressing F5, go back and select the page again.
____________________________________________________________________________________________________________________________________
Unable to open or save file after renaming with maximum characters

Subcategory: Other
Change Request: 12-1OYDSCA
After renaming a file with maximum characters, you cannot open or save that file.
____________________________________________________________________________________________________________________________________
Pop-up windows give error when operating within container

Subcategory: Popups/Pick Lists/MVG/Shuttle
Change Request: 12-1K407GN
Clicking on any pop-up control when a Siebel window is operating within a container gives an error.
____________________________________________________________________________________________________________________________________
MVG's and Pick applets do not work when using VB.Net container Top
Change Request: 12-1J9MO4H
When running Siebel from within a VB.Net container, clicking on MVGs or pick applets causes them to open in a new browser window but
the functionality stops working.
____________________________________________________________________________________________________________________________________
Closing iHelp gives an error

Change Request: 12-1IVMKP4
When you try to close iHelp windows using the shortcut key, Ctrl + Shift + C, it will give an error and the iHelp window does not close.
Workaround
Close using the X button.
____________________________________________________________________________________________________________________________________
Unable to complete Atl+Q operation in Account Pick applet in MS Vista

Subcategory: Toolbars/Menus/Keyboard
Last Modified: Wednesday, September 9, 2009 Top
Change Request: 12-1P55QB8
When running Siebel on an MS Vista client, the Atl+Q operation in the Account Pick applet cannot be completed.
Workaround
Use the mouse to navigate instead.
____________________________________________________________________________________________________________________________________
Cannot use CTRL+N keyboard shortcut for Account pick applet in MS Vista
Change Request: 12-1P55Q9R
When running Siebel on an MS Vista client, using the CTRL+N keyboard shortcut in the Account pick applet causes the New Account
screen to open in a new browser window and pop-ups stop working.
Workaround
Use the mouse to navigate instead.
____________________________________________________________________________________________________________________________________
Keyboard shortcut for picklists not working in SI+ mode

Change Request: 12-1M4C7L9
The keyboard shortcuts for picklists are not working in SI+ mode. Ctrl + Alt + P opens the browser's Print window instead of the picklist.
Top
____________________________________________________________________________________________________________________________________
Menus cause script error in VB.Net IE7 container

Change Request: 12-1K5ILB5
When running Siebel from within a VB.Net IE7 container, clicking on any of the Siebel menus causes a script error window to appear.
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Application focus not working as expected in VB.NET container

Change Request: 12-1JA91DB
Application focus is not working as expected within a VB.NET container.
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Siebel Release Notes

Release Notes Categories

Call Center Top

Smart Answer is not supported on Windows 2008.

Chat window not visible

Error after Binocular Search to query within Date field

Error message displays when clicking Save Search

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Workflow: SWICancel Sales Order

Changing Effective Adjustment field from type Date to UTC Date-Time

Business Component Changes

Business Component: CMU Billing Invoice Adjustment

Business Component: CMU Invoice Adjustment

Business Component: FS Invoice Adjustment

Business Component: SIA Invoice Adjustment External Items

Business Component: CMU Billing Invoice Adjustment External Items

Business Component: CMU SIA Invoice Adjustment External Items

Business Component: CMU Invoice Adjustment External Items

Integration Object Changes

Integration Object: CMU Request Adjustment IO

Integration Object: CmuRequestAdjustmentIo

Bulk request remains in processing status if using Scope of All or Exclude

Error message while releasing variable maps

Product sync from BRM to Siebel fails

Address picklist not bi-directional in Hebrew

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Move order transfer results in empty status as of header field.

Unable to create new sales order in global deployment environment

Default cardinality reset during Promotion synchronization

Batch deduplication on Data Quality Matching Server

Data Quality matching DLL files changed

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Activation of Webmaster files fails after repeated deployments

HaleyAuthority will not work without Siebel Client installed

Custom Contact / Proposal objects do not generate properly

Delegated and shared Tasks not supported by CRM Desktop

Lotus Notes: Validation of job title deferred to Save

Custom objects print on standard Outlook reports

Phone number validation discrepancies

The phone number validation in Outlook is more restrictive than in Siebel.

Repository Import script attempts to import all languages

Right-click options for custom objects are not case-sensitive

Invalid metadata package locks up CRM Desktop client

Digital signature for CRM Desktop installation is from "Avora Holdings"

Deleting last occurrence of series is not synched downstream

Meetings accepted from calendar can result in duplicate activities

Required field validation rule missing on "Task"

Custom objects not available in the Outlook "Advanced Find" feature

"Save and New" does not inherit parent attributes

Estimation of objects on filter view incorrect

Drag and drop of attachments not working as expected

Extraneous exceptions in sync log

Possible to move objects to invalid folders

Tooltip on New button does not reflect folder type

Options to create new custom items missing from menus

Extraneous sections on Outlook 2007 ribbon toolbar

Child estimations incorrect

Account Name not updated in quick links

Siebel Strong Encryption Pack installation fails on Win2008

OUI-based Installer for Siebel Tools end-of-installation screen error

Prerequisites Check screen in English regardless of locale

Screen not translated to Polish during Web Server installation