Siebel Release Notes / Known Issues

Version 8.1 May 2011 ____________________________________________________________________________________________________________________________________

Siebel Release Notes contain the most current information on known product anomalies and workarounds for Siebel CRM 8.1. This Release Notes document includes important known issues as of version 8.1.1. 5. 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 CategoriesCall Center Comm Media Energy Connectors / EAI Consumer Sector Customer Order Management Data Quality Financial Services General Life Sciences Marketing Mobile Solutions Partner Relationship Mgmt Sales Service Siebel E-Commerce Siebel E-Commerce for Comms Siebel E-Support Siebel Self Service Common Siebel eMail Response User Interface Web Service

Query on reason codes does not execute Category: Call Center Subcategory: CTI Product Version: Siebel 8.1 Last Modified: Thursday, January 6, 2011 Bug No.: 10513685 Querying on the reason codes within the Reason Code pop-up applet while changing the state to NotReady stalls the application. Workaround The behavior does not exist when a query is performed within the application prior to querying the Reason codes in pop-up applet. For example, if the user queries for a contact while on-call and then queries Reason codes after the call is released, the query returns the results successfully.

Call Center

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CTI Toolbar not refreshed on FireFox browser Category: Call Center Subcategory: CTI Product Version: Siebel 8.1 Last Modified: Tuesday, December 28, 2010 Bug No.: 10512098 CTI Toolbar is not refreshed on FireFox browser. This behavior is only observed on Solaris. Workaround Use Netscape browser on Solaris.

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Removes Envox installers and drivers Category: Call Center Subcategory: CTI Product Version: Siebel 8.1 Last Modified: Monday, May 2, 2011 Bug No.: 10538333 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 Oracles Unified Communications Strategy based on Siebels 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 Oracles Unified Communications Strategy based on Siebels integration with CCA/CCOD. Refer to CTI partners including Envox, Genesys, Avaya, and so forth.

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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.____________________________________________________________________________________________________________________________________

Chat window not visible Category: Call Center Subcategory: Other Product Version: Siebel 8.1 Last Modified: Tuesday, December 28, 2010 Bug No.: 10545712 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 message displays when clicking Save Search Category: Call Center Subcategory: Other Product Version: Siebel 8.1 Last Modified: Saturday, March 5, 2011 Bug No.: 10527536 (VC7/IE 6.0): Clicking the Save Search button causes an error message to be displayed. Top

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Application logs off when indexing category with parentheses () in its name Category: Call Center Subcategory: Other Product Version: Siebel 8.1 Last Modified: Tuesday, January 4, 2011 Bug No.: 10530596 Configure for Search: Navigate to Administration - Search, and then Index Settings. The Solution Category has parentheses () as part of seed data. When a category with parentheses in its name is indexed, the application logs off. Workaround Correct: Solution - Call Center Incorrect: Solution (Call Center) Incorrect: Solution [Call Center]

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Not able to resize search center in Sun Mozilla 1.7.1 / Solaris 10 U2 Category: Call Center Subcategory: Other Product Version: Siebel 8.1 Last Modified: Saturday, March 5, 2011 Bug No.: 10528343 SI+: Not able to resize the search center in Sun Mozilla 1.7.1 / Solaris 10 U2

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Error after Binocular Search to query within Date field Category: Call Center Subcategory: Other Product Version: Siebel 8.1 Last Modified: Tuesday, December 28, 2010 Bug No.: 10538479 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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SearchCenter does not display fields of selected Business Components in SeachCenter pop-up Category: Call Center Subcategory: Other Product Version: Siebel 8.1 Last Modified: Tuesday, December 28, 2010 Bug No.: 10515782 OnInboundCallReceived SearchCenter displays without Search fields. Workaround Navigate to another Business Component in Search Center, such as Contacts, and select Service Request again. All fields are displayed with Owner populated in Owner field as per the CTI configuration.____________________________________________________________________________________________________________________________________

Chat Auto Answer and Implicit Save

Category: Call Center Subcategory: Siebel Chat Product Version: Siebel 8.1 Last Modified: Wednesday, May 11, 2011 Bug No.: 12537244 ImplicitSave does not work when Chat Auto Answer is enabled. Steps to reproduce: 1. Agent is ready. 2. Agent opens the Opportunity view, creates a new record, but does not enter a name. 3. Chat arrives. 4. Chat is autoanswered. Issue 1: Error Message 'Opportunity Name is a required field....' pops up. Issue 2: After entering an opportunity name and saving, the chat's SR view navigation does not work. Workaround Agents must try to commit the record or do not use the Chat Auto Answer User preference. Agent must manually accept Chats.

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Chat Auto Answer: Chat tabs disabled if SR details change during transfer wrapup Category: Call Center Subcategory: Siebel Chat Product Version: Siebel 8.1 Last Modified: Wednesday, May 11, 2011 Bug No.: 12537214 Steps to reproduce: 1. Agent starts two chats (chat1 and chat2). 2. Activate chat1 and chat2 respectively, then click chat1 tab to go back to chat1. 3. Neither customer nor agent need to send a message. 4. Agent transfers chat1 to agent2. 5. After chat1 is accepted by agent2, agent1 starts wrap up. 6. Chat1 modifies SR Summary and does nothing untill wrapup ends after 30 seconds. 7. After wrap up ends, the agent clicks chat2/3 tab, one error message appears and all of the tabs are disabled. 8. When the agent clicks Resume on the CTI Toolbar, it does not work so the chat is lost with no recovery. Workaround Use Resume in the CTI toolbar within 10 seconds before the chat tabs are disabled. If Resume is clicked after 20 to 30 seconds, Resume will fail.____________________________________________________________________________________________________________________________________

Open Comment window blocks Chat Auto Answer Category: Call Center Subcategory: Siebel Chat Product Version: Siebel 8.1 Last Modified: Tuesday, May 10, 2011 Bug No.: 12537193 Top

If Chat Auto Answer is enabled and an agent is editing a comment using the Comment popup, when a new Auto Answer chat arrives, the Auto answer will be blocked. The chat auto answer does not take place while the Comment popup is open. Workaround The new chat only can be answered after the agent closes the Comment popup or the customer sends a message to the agent.

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Smart Answer will not support Windows 2008 in 8.1.1.5 FP Category: Call Center Subcategory: Smart Answer Product Version: Siebel 8.1 Last Modified: Wednesday, February 16, 2011 Bug No.: 11780738 Smart Answer will not support Windows 2008 in 8.1.1.5 Fix Pack.

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Comm Media Energy

CUT_AccountDetails BI Publisher Report: Created Date not displayed under Quotes & Proposal section Category: Comm Media Energy Subcategory: Accounts Product Version: Siebel 8.1 Last Modified: Thursday, January 6, 2011 Bug No.: 10537898 CUT_AccountDetails BI Publisher Report: Created Date is not displayed under Quotes & Proposal section. This is due to the mismatch in the type field between integration and business component tields. Workaround Add Type (from System to Data) for the following fields in the Integration Object Definition. 1. IO=XMLP UT Account Detail, IC=Proposal, Field=Created 2. IO=XMLP UT Account Detail, IC=Quote, Field=Created

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Error message displays while releasing variable maps Category: Comm Media Energy Subcategory: Order Management Product Version: Siebel 8.1 Last Modified: Thursday, January 13, 2011 Bug No.: 10595009 An error message displays 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.____________________________________________________________________________________________________________________________________

Cannot add promotion to Shopping Cart with default options selected Category: Comm Media Energy Subcategory: Other Product Version: Siebel 8.1 Last Modified: Thursday, January 6, 2011 Bug No.: 10532589 Self Service: When a user selects a configurable promotion, the products or options that are a part of the CP will have defaults set, which consists of the most common configuration. The user should be able to select "Add to Cart" without clicking "+" to configure the customizable product. Currently, a user does this, an error appears indicating the need to click "+" to configure the product. Workaround Click the plus sign (+) and then click "Add to Cart" to get all of the default options.

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Address picklist not bi-directional in Hebrew Category: Comm Media Energy Subcategory: Other Product Version: Siebel 8.1 Last Modified: Tuesday, January 4, 2011 Bug No.: 10536405 Address picklist is not bi-directional in Hebrew

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Self Service - Communications - Modify due date in Change Equipment order Category: Comm Media Energy Subcategory: Other Product Version: Siebel 8.1 Last Modified: Thursday, January 6, 2011 Bug No.: 10534407 In Change Equipment ABO process flow, the Calendar value selected from the Calendar pop-up on Modify Due Date page is not saved.

This occurs on the Client OS: Mac OS X 10.4 and Browser: Safari 3.0 Workaround You can enter the date manually in the Modify Due Date field rather than select from the Calendar pop-up.

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Connectors / EAI

Large integration message causes data map to have a runtime error Category: Connectors / EAI Subcategory: Data Transformation Engine Product Version: Siebel 8.1 Last Modified: Thursday, May 5, 2011 Bug No.: 12426360 When an integration message has more than 2000 integration component instances (rows) a data transformation will fail with the error, "Unhandled Exception: Cannot operate on null object Object.CSSEAIIntCompIn_NextRecord line: 579 Service.... Service.EAICallMapFn ... Service.EAIExecuteMap ..." Workaround Break the message into smaller parts where each part is less than 2000 instances (rows).

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Java Runtime Version 6 required for Siebel JAVA API Category: Connectors / EAI Subcategory: JAVA Product Version: Siebel 8.1 Last Modified: Thursday, May 5, 2011 Bug No.: 11660496 Clearly mention Java JRE, Version 6, support for each supported operating system platform. Workaround For IBM AIX, Version 5 has to be used, that means no 8.1.1.4 Fix Pack application.

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BizTalk: Validation of the MSMQIN workflow not working Category: Connectors / EAI Subcategory: Other Product Version: Siebel 8.1 Last Modified: Thursday, January 6, 2011 Bug No.: 10509577 Validation of the MSMQIN workflow is not working. Therefore, BizTalk is not supported from 8.0 onwards. Top____________________________________________________________________________________________________________________________________

Consumer Sector

The Baseline Data button does not perform properly Category: Consumer Sector Subcategory: Trade Promotions Product Version: Siebel 8.1 Last Modified: Thursday, January 13, 2011 Bug No.: 10532619 Baseline Data button had two specific issues leading to performance concerns. These issues were corrected for the 7.8 release, and this fix is being made available to the 7.5 release.

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Customer Order Management

Unable to create new sales order in global deployment environment Category: Customer Order Management Subcategory: Orders Product Version: Siebel 8.1 Last Modified: Tuesday, December 28, 2010 Bug No.: 10510800 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.____________________________________________________________________________________________________________________________________

Error in Configurator when clicking Done without changing attribute value Category: Customer Order Management Subcategory: Pricer Product Version: Siebel 8.1 Last Modified: Thursday, January 6, 2011 Bug No.: 10507921 An error occurs in Configurator when a user clicks Done without changing the attribute value. This error occurs when ABO is enabled for the application and Multiple Dimension Attribute Pricing is enabled with the "Show Error for invalid Combination" flag. During CP Runtime, if the user chooses an attribute that does not have Attribute Adjustment conditions defined, then the user is prompted with an error message as expected. If the user chooses to ignore it, and then clicks Done before selecting the correct attribute combinations, the error message "Cannot Find Active Buscomp" appears. Workaround

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Correct the attribute selection during CP Runtime before clicking Done.____________________________________________________________________________________________________________________________________

Slow performance in quotes while clicking on quote name (drilldown) or adding line items to a quote Category: Customer Order Management Subcategory: Quotes Product Version: Siebel 8.1 Last Modified: Thursday, May 12, 2011 Bug No.: 10531089 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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Slow performance in quotes while clicking on quote name (drilldown) or adding line items to quote Category: Customer Order Management Subcategory: Quotes Product Version: Siebel 8.1 Last Modified: Tuesday, December 28, 2010 Bug No.: 10531090 This issue is observed on DB2 v9 only with dictionary sort (UCA400). Top Workaround Use Oracle database where dictionary sort is supported.

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Data Quality

Batch deduplication on Data Quality Matching Server Category: Data Quality Subcategory: Deduplication Product Version: Siebel 8.1 Last Modified: Wednesday, February 16, 2011 Bug No.: 10551358 New .dll files for Data Quality Matching Server are required to fix batch deduplication. Workaround Contact Oracle Support for new .dll files and instructions about how to apply them.

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Data Quality matching DLL files changed Category: Data Quality Subcategory: Deduplication Product Version: Siebel 8.1 Last Modified: Wednesday, February 16, 2011

Bug No.: 10549168 Data Quality matching DLL files have changed. Workaround Contact Oracle Support for the latest DLL files.

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Index All function ends with error if component does not have records Category: Financial Services Subcategory: Other Product Version: Siebel 8.1 Last Modified: Thursday, January 6, 2011 Bug No.: 10523327 If a component does not have records, the "index all" function ends with an error. The error message recieved is, "Error message: Record Count is zero.(sbl-srh-00230)". To reproduce this message, set up the the available components but ensure that one of them does not have any records. For example, no contacts, but Accounts and the following components after Contacts have records. Then click on the Index All. Accounts will be Indexed but the process will quit with the error above when it tries to process Contacts. It will not proceed to the component following Contacts.

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General

Cannot select a pick applet on Deployment Filter field with SmartScript content object Category: General Subcategory: Application Deployment Manager Product Version: Siebel 8.1 Last Modified: Wednesday, December 29, 2010 Bug No.: 10511955 While creating a new Deployment Project for "SmartScript" as Datatype Name, clicking on the "Deployment Filter" picklist field displays the following error, "The data type 'SmartScript' may have special query syntax, please type your deployment filter manually." Workaround Instead of using a PDQ from the picklist, manually enter the filter.

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Activation of Webmaster files fails after repeated deployments Category: General Subcategory: Application Deployment Manager Product Version: Siebel 8.1 Last Modified: Thursday, January 13, 2011 Bug No.: 10515145

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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/. 3. Start the Web server. 4. Carry out ADM copy and activate steps.____________________________________________________________________________________________________________________________________

In Deployment Project, ADM rejects PDQs > 250 characters in deployment filter Category: General Subcategory: Application Deployment Manager Product Version: Siebel 8.1 Last Modified: Monday, March 28, 2011 Bug No.: 10578292 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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Error code not set correctly for failure of verify command Category: General Subcategory: Application Deployment Manager Product Version: Siebel 8.1 Last Modified: Sunday, March 27, 2011 Bug No.: 10527856 When the 'verify' command returns with an error, the error code (returned to the command shell) is not set correctly. Success or failure of the verify command results in the error code always being set to Zero (success).

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Unable to double-click and open a pre-existing AKB file Category: General Subcategory: Business Rules Product Version: Siebel 8.1 Last Modified: Tuesday, May 3, 2011 Bug No.: 10513980 Unable to double-click and open a pre-existing AKB file.

Workaround Instead of double-clicking the AKB file, open Haley and then open the existing AKB file from Haley.

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HaleyAuthority will not work without Siebel Client installed Category: General Subcategory: Business Rules Product Version: Siebel 8.1 Last Modified: Tuesday, May 3, 2011 Bug No.: 10549202 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.

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Estimation of objects on filter view incorrect Category: General Subcategory: CRM Desktop Product Version: Siebel 8.1 Last Modified: Tuesday, December 28, 2010 Bug No.: 10586552 Open the Filter control panel and observe the estimations for objects. They are incorrect. 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.____________________________________________________________________________________________________________________________________

Missing and Incorrect metadata files imported during installation Category: General Subcategory: CRM Desktop Product Version: Siebel 8.1 Last Modified: Thursday, February 24, 2011 Bug No.: 11804504 There are several metadata files missing from the seed data for CRM Desktop, including: autoresolver.js forms.js forms_11.ja_JP.xml forms_12.ja_JP.xml md5.js mvg_dialogs.js toolbars_11.xml

toolbars_12.xml toolbars_14.xml There are also several unnecessary records, including: toolbars.xml control_utils.js event_disable_controller idle_processing.js Workaround 1. Manually add the following records as LOVs of type PIM_METADATA_FILE_TYPE: OL 2003 Forms JPN OL 2007 Forms JPN OL 2003 Toolbar Definitions OL 2007 Toolbar Definitions OL 2010 Toolbar Definitions OL Autoresolver OL Form Script OL MD5 Scripts OL MVG Dialog 2. After adding these values, refresh the LOV Cache. 3. On the CRM Destkop Administration Screen / Metadata File Types View, add the following records: FILE TYPE FILE NAME OL 2003 Forms JPN forms_11.ja_JP OL 2007 Forms JPN forms_12.ja_JP OL 2003 Toolbar Definitions toolbars_11 OL 2007 Toolbar Definitions toolbars_12 OL 2010 Toolbar Definitions toolbars_14 OL Autoresolver autoresolver OL Form Script forms OL MD5 Scripts md5 OL MVG Dialog mvg_dialogs 4. Delete the following obsolete Metadata File Types: FILE TYPE FILE NAME OL Control Utilities control_utils.js OL Event Disable Controller event_disable_controller.js OL Idle Processing idle_processing.js OL Toolbar Definitions toolbars.xml____________________________________________________________________________________________________________________________________

Different Contact lists shown in different Outlook contact views Category: General Subcategory: CRM Desktop Product Version: Siebel 8.1 Last Modified: Wednesday, February 16, 2011 Bug No.: 11770763 There are a different set of contacts shown in the Outlook client depending on the view the user selects in Outlook. The following Contact

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views are defined in Outlook as delivered by Microsoft: --Business Cards --Address Cards --Detailed Address Cards --Phone List --By Category --By Company --By Location Each of these has its own search specification, grouping characteristics, and so on. CRM Desktop adds the following view: --CRM and Personal Contacts This view displays all contacts shared with Siebel AND those contacts the user has elected not to share. It does NOT show "indirectly visible" contacts (that is, those assocaited to a user's account to which the user does not have direct visibility). If a user goes to a native view, that user will see not only the shared and personal contacts, but also all indirectly visible contacts. The reason for this is that it is not possible to change the search specifications on the native Outlook views. Workaround There is no workaround, as this behavior is native to Outlook. It is recommended that users use the custom CRM Desktop view to avoid any confusion.____________________________________________________________________________________________________________________________________

UNABLE TO SHARE CONTACTS IF NO OUTLOOK ADDRESS BOOK DEFINED Category: General Subcategory: CRM Desktop Product Version: Siebel 8.1 Last Modified: Wednesday, February 16, 2011 Bug No.: 11770881 If a user attempts to share a native Outlook calendar entity and there is no Outlook Address Book defined, the user will be unable to share the contact in offline mode. Workaround The user must specify an Outlook Address Book in order to share in offline mode. Typically, this would be the Offline Address Book provided by the Exchange Server, but could also be the user's Contact folder. Review the Microsoft Outlook documentation for information on defining an Outlook Address Book.____________________________________________________________________________________________________________________________________

Digital signature for CRM Desktop installation is from "Avora Holdings" Category: General Subcategory: CRM Desktop Product Version: Siebel 8.1 Last Modified: Tuesday, December 28, 2010 Bug No.: 10586938 Top 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.____________________________________________________________________________________________________________________________________

Meetings accepted from calendar can result in duplicate activities Category: General Subcategory: CRM Desktop Product Version: Siebel 8.1 Last Modified: Tuesday, December 28, 2010 Bug No.: 10586898 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 Workaround Accept meetings from the inbox.

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Appointments created and later modified by external organizer can cause duplicates Category: General Subcategory: CRM Desktop Product Version: Siebel 8.1 Last Modified: Tuesday, December 28, 2010 Bug No.: 10586882 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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"Invalid Pointer" error during initial extract if Outlook toolbars customized Category: General Subcategory: CRM Desktop Product Version: Siebel 8.1 Last Modified: Friday, February 25, 2011 Bug No.: 11810470 If the Outlook standard toolbars have been modified before the installation of CRM Desktop, the First Run Assistant fails during installation with an error when CRM Desktop attempts to customize them. The error message is displayed near the CRM Desktop icon in the Windows Task Tray and is not specifically informative as to the problem, stating, "Invalid Pointer."

Workaround Before installing CRM Desktop, ensure that the Outlook toolbars are reset to their standard settings: 1. Start Outlook 2. Select menu, Tools > Customize 3. Select tab, Toolbars 4. Select the "Standard" Toolbar and click Reset 5. Select the "Menu Bar" Toolbar and click Reset 6. Close Outlook 7. Install CRM Desktop.____________________________________________________________________________________________________________________________________

Default Siebel URL for CRM Desktop installation always eai_enu Category: General Subcategory: CRM Desktop Product Version: Siebel 8.1 Last Modified: Wednesday, May 11, 2011 Bug No.: 11743056 When installing any language version of CRM Desktop, the default URL for connecting to the Siebel Server will contain the English language address ("eai_enu") rather than the string appropriate to the client language (that is, "eai_fra", "eai_jpn" and so forth). Workaround During non-ENU installation, specify the SIEBEL_SERVER_COMPONENT parameter on the command-line for the installer. See Siebel Bookshelf for more information on specifying parameters for the installation process. Example (French language): msiexec.exe /I CRMDesktop.3.04.20.08.fr_FR.msi SIEBEL_SERVER_COMPONENT=eai_fra____________________________________________________________________________________________________________________________________

Deleting last occurrence of series is not synched downstream Category: General Subcategory: CRM Desktop Product Version: Siebel 8.1 Last Modified: Tuesday, December 28, 2010 Bug No.: 10586901 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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Required field validation rule missing on "Task" Category: General Subcategory: CRM Desktop Product Version: Siebel 8.1 Last Modified: Tuesday, December 28, 2010

Bug No.: 10586818 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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Right-click options for custom objects are not case-sensitive Category: General Subcategory: CRM Desktop Product Version: Siebel 8.1 Last Modified: Wednesday, February 23, 2011 Bug No.: 10586949 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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Duplicate contact errors Category: General Subcategory: CRM Desktop Product Version: Siebel 8.1 Last Modified: Wednesday, February 16, 2011 Bug No.: 11770681 When creating a contact using the out-of-the-box configuration, users may receive "Duplicate Contact" errors unexpectedly. For example, attempting to enter a contact with the same first and last name as an existing contact will throw an error. Note that these errors are expected with the out-of-the-box configuration, but may not be appropriate for certain customer scenarios. In the previous example, it may make sense to have two "John Smith" records representing different contacts. Workaround For the example described here, it may seem that adding "email address" to the unique key would address the issue. However, what if email address is not a required field? Similarly, adding "account" to the unique key would have the same issue (what if account is unknown?) as well as a different problem: what if there are two "John Smiths" at the same account? In order to work around this issue, customers must consider the appropriate unique keys for their working environment, based on which fields will be required and therefore populated. Once the solution is determined, edit the contact section of the forms.js file to indicate the desired behavior. For example, assume that the combination of first name, last name, and email address should be the unique key. Change the existing: validation.validate_unique_fields(new Array("First Name", "Last Name"), null, "msg_contact_name_unique"); validation.validate_unique_fields(new Array("Email Address"), null, "msg_contact_mail_unique", true); To a single rule:

validation.validate_unique_fields(new Array("First Name", "Last Name", "Email Address"), null, "msg_contact_name_unique");____________________________________________________________________________________________________________________________________

Possible to move objects to invalid folders Category: General Subcategory: CRM Desktop Product Version: Siebel 8.1 Last Modified: Tuesday, December 28, 2010 Bug No.: 10586534 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. Top

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Buttons incorrectly available to user when new object does not yet pass validation Category: General Subcategory: CRM Desktop Product Version: Siebel 8.1 Last Modified: Tuesday, December 28, 2010 Bug No.: 10586556 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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"Save and New" does not inherit parent attributes Category: General Subcategory: CRM Desktop Product Version: Siebel 8.1 Last Modified: Tuesday, December 28, 2010 Bug No.: 10586559 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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Invalid metadata package locks up CRM Desktop client Category: General Subcategory: CRM Desktop Product Version: Siebel 8.1 Last Modified: Tuesday, December 28, 2010 Bug No.: 10586943 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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Outlook reading pane shows Contact form for custom CRM objects Category: General Subcategory: CRM Desktop Product Version: Siebel 8.1 Last Modified: Tuesday, December 28, 2010 Bug No.: 10586945 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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Error thrown if duplicate opportunities with no account created Category: General Subcategory: CRM Desktop Product Version: Siebel 8.1 Last Modified: Thursday, February 24, 2011 Bug No.: 11804575 If two opportunity records are created--one in Siebel and one in Outlook--with the same name, but no account specified, an error similar to the following will occur in the syncronization control panel: EAI Adapter call failed with the error "Insert Operation on integration component 'Opportunity' because a matching record in business component 'Opportunity with search specification [Name] = XYZ & [Primary Organisation ID] = 'xxxxxxx'" was found (SBL - EAI - 04383).

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The cause of this issue is the deduplication key on the Opportunity object, which consists of Opportunity Name and Account. Since neither record has an Account, it is not possible to deduplicate the record. As an Opportunity would typically have an Account on it (although it is not a required field, this is standard usage of the opportunity entity), this would not happen normally. Workaround There is no single workaround to this issue, as it is dependent on customer preference. Possible solutions include: A) Remove Account from the Deduplication Key so that Opportunity names must be unique. The negative effect of this approach is that it will not be possible have two opportunity records with the same name for different accounts, which is quite common. B) Require the Account field to be populated on Opportunity records. As this is not a requirement of the out-of-the-box Siebel product, it will be introducing a business rule in CRM Desktop inconsistent with the base product. If a customer chooses to take this path, it is recommended that an account be required in Siebel as well as CRM Desktop for consistency.____________________________________________________________________________________________________________________________________

Account Name not updated in quick links Category: General Subcategory: CRM Desktop Product Version: Siebel 8.1 Last Modified: Friday, May 6, 2011 Bug No.: 10564874 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.

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Drag and drop of attachments not working as expected Category: General Subcategory: CRM Desktop Product Version: Siebel 8.1 Last Modified: Tuesday, December 28, 2010 Bug No.: 10586543 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). Top Workaround Save the attachment to the local file system (for example, the Desktop) and use the "Add Attachment..." button to associate an attachment.

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Contact information not populated when related object created using context menu Category: General Subcategory: CRM Desktop Product Version: Siebel 8.1 Last Modified: Tuesday, December 28, 2010

Bug No.: 10586548 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.____________________________________________________________________________________________________________________________________

Custom objects not available in the Outlook "Advanced Find" feature Category: General Subcategory: CRM Desktop Product Version: Siebel 8.1 Last Modified: Tuesday, December 28, 2010 Bug No.: 10586563 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.____________________________________________________________________________________________________________________________________

Extraneous sections on Outlook 2007 ribbon toolbar Category: General Subcategory: CRM Desktop Product Version: Siebel 8.1 Last Modified: Wednesday, February 23, 2011 Bug No.: 10586519 On the Outlook 2007 ribbon toolbar for custom objects, inappopriate sections, such as "Show", "Communicate", and "Options" appear that do not apply to the custom objects. Workaround Ignore these items.

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Tooltip on New button does not reflect folder type Category: General Subcategory: CRM Desktop Product Version: Siebel 8.1 Last Modified: Tuesday, December 28, 2010 Bug No.: 10586531

The New toolbar button tooltip shows "New Contact", even if the folder is Opportunities, Accounts, or some other custom object.

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Share bar not adjusted to respect changes to Windows color scheme Category: General Subcategory: CRM Desktop Product Version: Siebel 8.1 Last Modified: Tuesday, December 28, 2010 Bug No.: 10586812 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 print on standard Outlook reports Category: General Subcategory: CRM Desktop Product Version: Siebel 8.1 Last Modified: Tuesday, December 28, 2010 Bug No.: 10596432 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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Repository Import script attempts to import all languages Category: General Subcategory: CRM Desktop Product Version: Siebel 8.1 Last Modified: Tuesday, December 28, 2010 Bug No.: 10587730 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 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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Options to create new custom items missing from menus Category: General Subcategory: CRM Desktop Product Version: Siebel 8.1 Last Modified: Tuesday, December 28, 2010 Bug No.: 10586521 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.

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Extraneous exceptions in sync log Category: General Subcategory: CRM Desktop Product Version: Siebel 8.1 Last Modified: Tuesday, December 28, 2010 Bug No.: 10586538 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.

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Cannot select start or end of appointment with mouse to move start or end time Category: General Subcategory: Calendar Product Version: Siebel 8.1 Last Modified: Wednesday, December 29, 2010 Bug No.: 10569721 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, 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.____________________________________________________________________________________________________________________________________

Clicking Calendar hyperlink multiple times in Site Map causes application to fail Category: General Subcategory: Calendar Product Version: Siebel 8.1

Last Modified: Thursday, January 6, 2011 Bug No.: 10514366 When users launch the application in Internet Explorer 7, navigate to Site Map > Calendar, and click the Calendar hyperlink multiple times, the application fails.

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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 Top Product Version: Siebel 8.1 Last Modified: Wednesday, December 29, 2010 Bug No.: 10569748 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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When users drill down on a calendar item, the threadbar is not updated correctly Category: General Subcategory: Calendar Product Version: Siebel 8.1 Last Modified: Wednesday, December 29, 2010 Bug No.: 10565424 When drilling down on a calendar item, the thread bar is not updated correctly.

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LS Pharma Activity HI Calendar Applet does not appear in IE7 Category: General Subcategory: Calendar Product Version: Siebel 8.1 Last Modified: Thursday, January 13, 2011 Bug No.: 10528614 Top In Calendar, the Pharma Calendar Activity List Applet appears on the right side of the screen but the LS Pharma Activity HI Calendar Applet does not appear on the screen. This works properly on Internet Explorer 6.

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Custom Contact / Proposal objects do not generate properly Category: General Subcategory: Correspondence Product Version: Siebel 8.1 Last Modified: Wednesday, December 29, 2010 Bug No.: 10546110 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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Mismatched database client Fix Pack version in Siebel 8.1.1 EVT output file Category: General Subcategory: Installation Product Version: Siebel 8.1 Last Modified: Sunday, March 27, 2011 Bug No.: 10547983 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.

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OUI-based Installer for Siebel Tools end-of-installation screen error Category: General Subcategory: Installation Product Version: Siebel 8.1 Last Modified: Monday, March 28, 2011 Bug No.: 10549624 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.____________________________________________________________________________________________________________________________________

Client Summary Install screen lists English as Product Language although not selected Category: General Subcategory: Installation Product Version: Siebel 8.1 Last Modified: Monday, April 18, 2011 Bug No.: 10549330 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.

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Cannot launch Mobile Web Client Category: General Subcategory: Installation Product Version: Siebel 8.1 Last Modified: Thursday, February 17, 2011 Bug No.: 10549597 When launching Mobile Web Client, an error message, The user ID or password that you entered is incorrect," might appear. 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.

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Uninstallation of mobile Web client does not clean up Siebel Quick Start service from registry Category: General Subcategory: Installation Product Version: Siebel 8.1 Last Modified: Monday, March 28, 2011 Bug No.: 10554034 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.____________________________________________________________________________________________________________________________________

Siebel Web Client Patchset 8.1.1.1 PTG language not applied correctly over 8.1.1 SIA Category: General

Subcategory: Installation Product Version: Siebel 8.1 Last Modified: Wednesday, December 29, 2010 Bug No.: 10583322 Siebel Web Client Patchset 8.1.1.1 PTG language is not applied correctly over 8.1.1 SIA.

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Summary screen of OUI installers always displays English Category: General Subcategory: Installation Product Version: Siebel 8.1 Last Modified: Sunday, March 27, 2011 Bug No.: 10548170 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.____________________________________________________________________________________________________________________________________

Keep ODBC Data Source name when removing Siebel Server configuration Category: General Subcategory: Installation Product Version: Siebel 8.1 Last Modified: Sunday, March 27, 2011 Bug No.: 10548867 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. Top

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Siebel Strong Encryption Pack installation fails on Win2008 Category: General Subcategory: Installation Product Version: Siebel 8.1 Last Modified: Monday, March 28, 2011

Bug No.: 10565869 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 (Article ID 758656.1) on My Oracle Support for a detailed workaround.____________________________________________________________________________________________________________________________________

Mismatched database client Fix Pack version in Siebel 8.1.1 EVT output file Category: General Subcategory: Installation Product Version: Siebel 8.1 Last Modified: Sunday, March 27, 2011 Bug No.: 10547982 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. Workaround Fix Pack 16 is the expected version for Siebel 8.1.1.

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Screen not translated to Polish during Web Server installation Category: General Subcategory: Installation Product Version: Siebel 8.1 Last Modified: Sunday, March 27, 2011 Bug No.: 10549298 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.

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When creating 8.1.1.1 network image, choose correct application base Category: General Subcategory: Installation Product Version: Siebel 8.1 Last Modified: Sunday, March 27, 2011 Bug No.: 10564125

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 To reapply the HOR fix pack, uninstall the SIA fix pack and base and then reinstall.

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Siebel Application may not launch after successful SWSE configuration on Windows Category: General Subcategory: Installation Product Version: Siebel 8.1 Last Modified: Sunday, March 27, 2011 Bug No.: 10530801 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 select OK in the Execution Successful dialog box until all of the virtual directories are created during SWSE configuration.

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seed_find.dat and seed_find.inp not created in dbsrvr\ENU directory from 8.0.0.2SIA[20412] patch. Category: General Subcategory: Installation Product Version: Siebel 8.1 Last Modified: Monday, March 28, 2011 Bug No.: 10533730 The seed_find.dat and seed_find.inp are not created in dbsrvr\ENU dir from 8.0.0.2SIA[20412] patch. Workaround Use the seed_find.inp and seed_find.dat from the 8.0.0.2 HOR installation.

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Prerequisites Check screen in English regardless of locale Category: General Subcategory: Installation Product Version: Siebel 8.1 Last Modified: Monday, April 18, 2011 Bug No.: 10549348 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

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Cannot uninstall 8.1.1 SWSE in Windows 2008 R2 Server Category: General Subcategory: Installation Product Version: Siebel 8.1 Last Modified: Thursday, May 5, 2011 Bug No.: 12385616 When uninstalling 8.1.1 SWSE in Windows 2008 R2 Server, uninstaller might hang. Workaround Apply the 8.1.1.5[21228] patch, then do the full uninstallation.

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Disabled server component groups listed when running Server Manager list compgrp command Category: General Subcategory: Installation Product Version: Siebel 8.1 Last Modified: Sunday, March 27, 2011 Bug No.: 10531252 Disabled server component groups are listed when running the Server Manager list compgrp command. This can happen when the server machine is running very low configuration. Workaround Restart Siebel Server and connect to Server Manager CLI. Execute the "list compgrp" command again. The Server Manager displays only the enabled component groups.____________________________________________________________________________________________________________________________________

Siebel Tools and Client installation fails Category: General Subcategory: Installation Product Version: Siebel 8.1 Last Modified: Monday, March 28, 2011 Bug No.: 10537618 The Siebel Tools and Client (Dedicated and Mobile Web client) installation fails or enters into an infinite loop on some machines. This is observed when the installer screen/window has been minimized during the language pack copying step. The installation works if the focus is not changed from the installer screen until the installation is completed. Workaround Do not minimize the Installer screen window until the installation is completed. (Do not move the focus away from the installer screen.)

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MS .NET and IIS required when installing Haley using silent mode Category: General Subcategory: Installation Product Version: Siebel 8.1 Last Modified: Sunday, March 27, 2011 Bug No.: 10548323 When installing Haley using silent mode, MS .NET and IIS are required for the Haley installation to be successful.

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Adding a new language to the existing installation Category: General Subcategory: Installation Product Version: Siebel 8.1 Last Modified: Sunday, March 27, 2011 Bug No.: 10548193 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.

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Uninstaller and JVM not created during Siebel 8.1.1 installation on HP-UX B.11.31 Category: General Subcategory: Installer Product Version: Siebel 8.1 Last Modified: Monday, March 28, 2011 Bug No.: 11682389 When installing Siebel 8.1.1 on HP-UX B.11.31, the uninstaller is not created. This is due to an issue in InstallShield. The issue only occurs on HP- UX B.11.31. Workaround To uninstall Siebel 8.1.1 on HP-UX B.11.31: 1. Run Siebel Server Configuration Wizard to remove Enterprise and Server configurations. 2. Remove Siebel 8.1.1 installation directories.____________________________________________________________________________________________________________________________________

Unable to send alert email using Siebel Messages and Alerts Category: General Subcategory: Message Broadcasting

Product Version: Siebel 8.1 Last Modified: Wednesday, February 16, 2011 Bug No.: 10547600 Siebel Alerts functionality is not behaving as expected. Unable to send alert email using Siebel Messages and Alerts. Top

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Upper ASCII characters corrupted in eDocuments presentation generator Category: General Subcategory: Office Product Version: Siebel 8.1 Last Modified: Wednesday, December 29, 2010 Bug No.: 10512499 When a user creates presentations using Siebel Presentations and Proposals and a mapped field contains upper ASCII characters, the characters become corrupted. Workaround Review the generated presentation and correct the corrupt characters.

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A single line of script in ST engine causes runtime error Category: General Subcategory: Other Product Version: Siebel 8.1 Last Modified: Wednesday, February 16, 2011 Bug No.: 10551390 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.

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Unable to load enterprise / server information. Category: General Subcategory: Other Product Version: Siebel 8.1 Last Modified: Thursday, January 6, 2011 Bug No.: 10518698 Refer to Siebel Installation Guide for Microsoft Windows > Configuring Siebel Enterprise Server and Related Components > Configuring Siebel Management Agent and Siebel Management Server > Using Perl Scripts to Register Additional Siebel Management Agents and

Configure Siebel ADM. Follow instructions under the section titled, "To register additional Management Agents" to successfully configure the Management Server (including Step 8). Check the configuration file and try again. Workaround Perform the following steps: 1. Copy the configuration.agents.xml file from the \pref\system folder to the \tomcat\webapps\DiagTool\WEB-INF folder. NOTE: The target folder above is created after you run the Management Server for the first time. 2. Restart the Managment Server to take effect.

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Organizer receives notification when calendar updated in Siebel Category: General Subcategory: PIM Server Integration Product Version: Siebel 8.1 Last Modified: Tuesday, December 28, 2010 Bug No.: 10598739 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 SetMailboxCalendarSettings -Identity user@company.com -RemoveForwardedMeetingNotifications $true.____________________________________________________________________________________________________________________________________

Changing organizer in Siebel results in incorrect tracking data Category: General Subcategory: PIM Server Integration Product Version: Siebel 8.1 Last Modified: Tuesday, December 28, 2010 Bug No.: 10598822 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."

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dmutl2.exe changes to read-only after database initialization Category: General Subcategory: Remote Product Version: Siebel 8.1

Last Modified: Tuesday, May 17, 2011 Bug No.: 10594850 Steps to reproduce: 1. Install 8.1.1 Siebel Client. 2. Check client\bin\dmutl2.exe. It is not marked as read-only. 3. Create a mobile client. 4. Run GenNewDb and Dbxtract. 5. Run Dbinit. 6. Verify the same file, now it is marked as read-only. 7. As a result, applying the 8.1.1.2 fix pack will fail. Workaround If the customer already has MWC installed: 1. Install the 8.1.1.* fix pack. 2. Empty this folder: Example: C:\Siebel\\UPGRADE 3. Run dbxtract and dbinit. dmutl2.exe becomes writable. Note: It is only necessary to empty the folder in Step 2 once.____________________________________________________________________________________________________________________________________

When Mobile Web Client upgrade fails, client will not launch automatically in read-only mode. Category: General Subcategory: Remote Product Version: Siebel 8.1 Last Modified: Monday, March 28, 2011 Bug No.: 10515448 Top When Mobile Web Client upgrade fails, the client will no longer launch automatically in read-only mode. Workaround Modify the component name in the cfg file (uagent.cfg) to launch the client in normal mode after the upgrade failure.

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Failing compensation for three-way merge test Category: General Subcategory: Remote Product Version: Siebel 8.1 Last Modified: Thursday, January 13, 2011 Bug No.: 10530357 This only occurs when three records are merged. Workaround Merge only two records.

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Cannot run multiple language reports on a single object manager Category: General Subcategory: Reports Server Product Version: Siebel 8.1 Last Modified: Tuesday, January 25, 2011 Bug No.: 10520088 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.

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Cannot open or save Siebel 8.1.1 BI Publisher report after execution using IE+D54 6 Category: General Subcategory: Reports Server Product Version: Siebel 8.1 Last Modified: Tuesday, December 28, 2010 Bug No.: 10582835 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' Business IntelligenceP 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. Workaround Remove Microsoft Security Patches (in this case, they are related to KB974455 and KB976749).

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Within Siebel Tools > Object Explorer, the Reports option should not display Category: General Subcategory: Reports Server Product Version: Siebel 8.1 Last Modified: Monday, March 28, 2011 Bug No.: 10548789 The out-of-the-box Reports repository objects are visible in Siebel Tools. Report objects and View > Reports objects are not used. Workaround These objects can be deleted manually, if necessary.

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Applet Search specification not applied when running a report Category: General Subcategory: Reports Server Product Version: Siebel 8.1 Last Modified: Wednesday, December 29, 2010 Bug No.: 10550113 The Applet Search specification is not passed as part of the query when executing a report. Workaround Get the business component 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 BI Publisher. 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.

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Search Specification field is read-only for primary IO in Report Template Integration Objects view Category: General Subcategory: Reports Server Product Version: Siebel 8.1 Last Modified: Wednesday, December 29, 2010 Bug No.: 10549253 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.

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Actuate Reports section present in application .cfg files Category: General Subcategory: Reports Server Product Version: Siebel 8.1 Last Modified: Thursday, February 17, 2011 Bug No.: 10549586 The Actuate Reports section appears in the application .cfg files although these parameters are redundant.

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Reports not launching with Actuate Reports Server on Novell SUSE Linux Category: General Subcategory: Reports Server Product Version: Siebel 8.1 Last Modified: Wednesday, January 12, 2011 Bug No.: 10513908 Reports are not launching when the Actuate Reports Server is installed on Novell SUSE Linux. Before installing Actuate (i.e., before using fcntsrvr8 executable), make sure these System libraries are in either the X11 or X11R6 directory: libXm.so.3, libXt.so.6 , libX11.so.6 , libSM.so.6, libICE.so.6 , libXext.so.6, and libXp.so.6 Workaround POST INSTALLATION TASKS FOR 8.0 ON SUSE LINUX: The following tasks need to be followed after installing 8.0 Reports Server installer : 1. Go to /$Actuate Installed Location$/activeportal/WEB-INF. Delete web.xml and rename web.xml. to web.xml. 2. Go to /$Actuate Installed Location$/activeportal/actuate_http_service/conf. Delete server.xml and rename server.xml. to server.xml. 3. Restart the Actuate services. 4. Apply the 8.0.0.1 Patch.____________________________________________________________________________________________________________________________________

The context (right-click) menu behaves improperly in EOC Category: General Subcategory: SSSE Product Version: Siebel 8.1 Last Modified: Thursday, April 21, 2011 Bug No.: 12356099 When an Embedded Outlook Calendar view displays a Task applet, right-clicking on the header of the Task applet displays context items relevant to Calendar items, not Tasks. Workaround Right-click below the existing tasks (in the blank area) to get a context menu containing Task actions. Top

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Find object names not consistent Category: General Subcategory: Search Product Version: Siebel 8.1 Last Modified: Friday, February 25, 2011 Bug No.: 10528201 Find object names must be consistent with the display strings.

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Cannot import pem-encoded certificates into mainwin registry through mainwin control (UNIX) Category: General Subcategory: Security Product Version: Siebel 8.1 Last Modified: Thursday, January 6, 2011 Bug No.: 10496635 Convert the certificates in .pem format to .der format and then import using the mainwin control.

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SWSE - SecureLogin does not work for HP-UX IPF Category: General Subcategory: Security Product Version: Siebel 8.1 Last Modified: Thursday, January 13, 2011 Bug No.: 10514295 SWSE - SecureLogin does not work for HP-UX IPF.

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If /p option is specified during Server Manager crash then password will be exposed in crash file Category: General Subcategory: Security Product Version: Siebel 8.1 Last Modified: Thursday, January 13, 2011 Bug No.: 10642765 If the /p 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 Product Version: Siebel 8.1 Last Modified: Monday, April 18, 2011

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Bug No.: 10537525 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: 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 ... ... ... DirectoryIndex default.htm Options Indexes MultiViews AllowOverride none Order allow,deny Allow from all 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 ... ... ... DirectoryIndex default.htm Options Indexes MultiViews AllowOverride none Order allow,deny Allow from all 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: 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" dir="/export/home/qa1/21032/eappweb/public/enu" NameTrans fn="pfx2dir" from="/ermadmin_enu" dir="/export/home/qa1/21032/eappweb/public/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="$docroot" PathCheck fn=unix-uri-clean PathCheck fn="check-acl" acl="default" PathCheck fn=find-pathinfo PathCheck fn=find-index index-names="index.ht+I38ml,home.html,index.jsp" ObjectType fn=type-by-extension ObjectType fn=force-type type=text/plain Service method=(GET|HEAD) type=magnus-internal/imagemap fn=imagemap Service method=(GET|HEAD) type=magnus-internal/directory fn=index-common Service method=(GET|HEAD|POST) type=*~magnus-internal/* fn=send-file Service method=TRACE fn=service-trace Error fn="error-j2ee" AddLog fn=flex-log name="access" If the user prefers to add one more language using "Add language support" (for example, JPN) option, then the above entries will be replaced by JPN languages entries as below instead of appending the same. Service method="(GET|HEAD|POST|PUT)" type="application/x-swe" fn="swe-service" NameTrans fn="pfx2dir" from="/ecustomer_jpn" dir="/export/home/qa1/21032/eappweb/public/jpn" NameTrans fn="pfx2dir" from="/erm_jpn" dir="/export/home/qa1/21032/eappweb/public/jpn" NameTrans fn="pfx2dir" from="/ermadmin_jpn" dir="/export/home/qa1/21032/eappweb/public/jpn" ... ... ... PathCheck fn="find-index" index-names="default.htm" AuthTrans fn="match-browser" browser="*MSIE*" ssl-unclean-shutdown="true" NameTrans fn="ntrans-j2ee" name="j2ee" NameTrans fn=pfx2dir from=/mc-icons dir="/export/home/qa1/21032/web/ns-icons" name="es-internal" NameTrans fn=document-root root="$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" 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 ... ____________________________________________________________________________________________________________________________________

Database Configuration Screen message refers to ENU language code for French, Spanish and Italian Category: General Subcategory: Server Infrastructure Product Version: Siebel 8.1 Last Modified: Monday, April 4, 2011 Bug No.: 10538789 The Database Configuration Screen message refers to ENU language code for French, Spanish and Italian when Multiple Languages are installed and MLOV has been run. While configuring the Database Server, when the user chooses the option, Yes I have multiple languages installed and have run MLOV conversion, the message, Yes ENU language was added to the database, is displayed. This should instead read, Yes FRA language was added to the database for French, or substitute ITA for Italian and ESN for Spanish.

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Server Component Parameter values cannot contain strings longer than 255 characters Category: General Subcategory: Server Infrastructure Product Version: Siebel 8.1

Last Modified: Tuesday, May 3, 2011 Bug No.: 10642682 Server component parameter values, including profile parameter values, cannot exceed 255 charaters. In the Admin - Server Config > Profile Parameter view, you can enter strings up to 300 characters, but subsequent retrieval of the value will only display 255 characters. Top Workaround This is currently a product limitation on the server manager GUI screen. To enter parameter values longer than 255 characters, use server manager command-line mode.____________________________________________________________________________________________________________________________________

Mobile Web Client applying the Upgrade Kit fails when database schema are merged (Oracle deployments only) Category: General Subcategory: Siebel Anywhere Product Version: Siebel 8.1 Last Modified: Monday, March 28, 2011 Bug No.: 10513695 (Applies to Oracle Database deployments only.) This failure is due to schema inconsistency between logical and physical layers for the S_AUDIT_ITEM.ITEM_IDEN_NUM column. Such inconsistency is a valid scenario for certain database platforms as these databases handle IDENTITY or SEQUENCE columns differently. Especially for ORACLE RDBMS, sequence columns are not required to be of a particular data type. Siebel 8.0 database util