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Siebel Technical Architecture

Characteristics of an Enterprise Application


Adaptive Multi Channel Architecture

Configuration or Customization

Security

Data Management

Availability

9s

Integration

Performance and Scalability

Deployment Lifecycle

Operational and Analytical Business Intelligence

Copyright 2007, Oracle. All rights reserved. Oracle Confidential

Multi-Channel Optimized Architecture


Siebel CRM OnDemand & Hosted Enterprise Edition Siebel Mobile Applications
Local DB

Multiple Client Device Support

Siebel Teller Applications

Siebel Portal Framework

3rd Party Open Integration

Sync

Web Server Siebel Application Server


User Interface Services

Development Environment Siebel Tools

Oracle Business Intelligence Server


Presentation Services - BI Modeling and Calculation Services - BI Data Access Services - BI

Hosted

Siebel Repository

Business Logic Layer and Core Service

Bus. Process

BPEL/ESB
Value Based Integrations

EAI
Data Layer Services

Federated Data Sources


OLTP Siebel Universal Customer Master
OLTP

SAP

EBS

PSFT

OLTP

ETL ETL

Legacy

JD Edwards

Relationship Management / Customer Enterprise Warehouse

Copyright 2007, Oracle. All rights reserved. Oracle Confidential

Applications Optimized for Each User/Channel


Inside Firewall
HI Web Client SI Web Client

Outside Firewall
Siebel Wireless Mobile Client

Siebel Handheld Siebel OnDemand

MS Office / Lotus Notes Support

eMail Integration

Siebel Shared Business Logic and Data


Copyright 2007, Oracle. All rights reserved. Oracle Confidential

Mobile Disconnected Applications


Siebel Online Applications
Local DB Local DB Local DB Local DB Local DB

Siebel Mobile / Offline Applications

TCP/IP Enterprise Server


Siebel Application Server Siebel Application Server UI Layer Siebel Application Server UI Layer Bus UI Layer Bus EAI Logic Bus EAI Logic Layer EAI Logic LayerEAI Data Layer Layer EAI Data Layer EAI Data Layer

HTTP/HTTPS

Comprehensive Mobile Solutions


Siebel Remote

Siebel File System

TrickleSync. net-change synchronization 7 US Patents, proven, highly scalable


Siebel Handheld

OLTP
Siebel Remote Server Services

Store-and-forward 5 vertical applications for Sales and Service


Siebel Wireless

Browser-based, online application 2-way text messaging (SMS)


Copyright 2007, Oracle. All rights reserved. Oracle Confidential

Mobile Applications Store-and-Forward


Enterprise Firewall

Siebel Store-and-Forward Wireless Messaging


Outbound Server Data Extraction Message Formatting Inbound Server Inbound Message Handler, SMQ Receiver

Siebel Handheld with Store-andForward Wireless Messaging

IBM MQe

Siebel Handheld Applications

SFWM Transport Service Siebel Workflows XML Store-and-Forward System Administration Store- and-

Client APIs API

Message Queues

HTTPS

Message Queues

IBM MQe

Provides for guaranteed message delivery to Siebel handheld applications


Real-time dispatch of critical CRM information to the field Real-time response back from field professionals Automatic connection establishment and transmission when back in wireless coverage Full local capability when out of wireless coverage

Copyright 2007, Oracle. All rights reserved. Oracle Confidential

Siebel Server Sync Exchange


Supports 3 levels of synchronization
between the Siebel 8 Applications and Microsoft Exchange Server Level 1 - Enables Synchronization of the following Siebel Domains with MS Exchange Server Business Contacts Personal Contacts Employees Calendar Tasks Level 2 - Provides functionality to link Outlook Calendar, Contact and Task Items with Siebel Data providing a new menu inside Outlook called Siebel Options to support interoperability Level 3 - Provides the Outlook Calendar Control for fully functional access from within the Siebel UI

Copyright 2007, Oracle. All rights reserved. Oracle Confidential

Characteristics of an Enterprise Application


Adaptive Multi Channel Architecture

Configuration or Customization

Security

Data Management

Availability

9s

Integration

Performance and Scalability

Deployment Lifecycle

Operational and Analytical Business Intelligence

Copyright 2007, Oracle. All rights reserved. Oracle Confidential

Flexible Integrated Tool Set for Complete Control


Siebel Tools

Page Composition

Business Object Editing

Database Schema Editing

Content Management

Business Process Editor

Repository

Create and modify all

application objects: UI Objects, Business Objects,


Data Objects, Integration Objects, Services

Build Once - Test - Then Deploy Anywhere


Siebel Mobile Applications
Local DB

Familiar visual integrated

Multiple Client Device Support

Siebel Teller Applications

Siebel Server Deployments

development environment Drag-and-drop, declarative configuration Pre-populated with objects to learn best practices for designing and delivering effective solutions!

Copyright 2007, Oracle. All rights reserved. Oracle Confidential

The Siebel Web UI Dynamic Developer Kit (DDK)


The Siebel Web UI DDK delivers solutions to expose Siebel Data in a J2EE
environment. A Wizard in Siebel Tools creates repository objects, enters administrative runtime
data, and generates sample J2EE artifacts for a Siebel view Provides a learning tool and starting point for Java developers exposing Siebel application functionality in a custom J2EE Web application

Benefits
Rich set of pre-built, proven CRM, PRM,
and ERM business objects Robust business processes Plug-and-play services in an SOA Real-time data access Improved developer productivity Flexible UI development Faster time to market Lower development cost

Copyright 2007, Oracle. All rights reserved. Oracle Confidential

Characteristics of an Enterprise Application


Adaptive Multi Channel Architecture

Configuration or Customization

Security

Data Management

Availability

9s

Integration

Performance and Scalability

Deployment Lifecycle

Operational and Analytical Business Intelligence

Copyright 2007, Oracle. All rights reserved. Oracle Confidential

Federated Data
Standards based Integration Support for packages applications
XML Web Services JMS Integration Servers MQ/MSMQ JCA JDB BAPI/IDOC CORBA

The Advantages:
Web Server Siebel Application Server
UI Layer

Enter and Maintain Data in one


Location Provide Consistency of User Experience Augment Dated Applications with modern capabilities Improve ROI of existing application data.

Siebel EAI
Data Layer

Bus Logic Layer

SAP

EAI

ORACLE

Siebel is architected to support


external data in a high performance manner leveraging EAI and Integration Servers

Legacy

Unix

MSFT

Federated database access via SQL

Siebel

Copyright 2007, Oracle. All rights reserved. Oracle Confidential

A single view of Customer Information

Enables you to create and maintain


a unique, complete and accurate set of key information across the enterprise Distributes customer information to all operational applications just in time Enables organizations to: Know your customers Improve data quality Utilize customer insight during all
customer interactions Comply with privacy and regulatory requirements Reduce data management costs

Copyright 2007, Oracle. All rights reserved. Oracle Confidential

Characteristics of an Enterprise Application


Adaptive Multi Channel Architecture

Configuration or Customization

Security

Data Management

Availability

9s

Integration

Performance and Scalability

Deployment Lifecycle

Operational and Analytical Business Intelligence

Copyright 2007, Oracle. All rights reserved. Oracle Confidential

Flexible Integration Framework


Enterprise Integration Manager

Enterprise Integration Manager


Supports initial and on-going migration of
bulk data from external applications into the Siebel database.
Portal Framework EAI Components

EAI Components
Provides the ability to access business
logic & data using standard protocols and programming languages

Maximizing Inter-operability With BPEL / ESB Support and Instant Value Siebel
Integrations Service Oriented Business Applications

Service Oriented Architecture


Provides the ability to publish, consume
and invoke application functionality as services based on Industry Standards

BPEL / ESB Support


Provides a Standards-based architecture to
simplify the complex problem of business integration

Portal Framework
Provides the ability to Present a unified UI
via a portal or composite application

All your information available, when your customers need it


Copyright 2007, Oracle. All rights reserved. Oracle Confidential

Interacting with Web Services


Siebel as Provider
Publish Siebel WSDL Siebel Application Server UI Layer Bus Logic Layer Data Layer Siebel External App Consumes Siebel Web Services HTTP/SOAP
3rd Party Web Application

Web Services within Siebel


Loosely coupled, coarse-grained Independent of platforms and
programming languages Enables easy use, reuse and deployment of services Supports consumption and publication of web services Based on core web services standards

EAI ASIs ASI EAI

Siebel as Consumer
Publish External App WSDL Siebel Application Server
3rd Party Web Application

Web Services Description


Language (WSDL) 1.1 Simple Object Access Protocol (SOAP) 1.1. WS-I Basic Profile 1.0

Stateless interactions Supports Business Services

Siebel Consumes External Web Services HTTP/SOAP

UI Layer

EAI

Bus Logic Layer Data Layer

EAI

Siebel

Copyright 2007, Oracle. All rights reserved. Oracle Confidential

External Content through Siebel UI


External Content in Siebel UI

Provides a rich user experience


Aggregates and personalizes content from
a complex web of enterprise content and eBusiness applications

Single sign-on session management Key Portal Capabilities External Content Sources
User Management Personalization Content Management Content Aggregation Security Search Portal Agent

HTML/XML

Web Server

SWSE

Siebel Application Server


UI Layer

Legacy Systems

Microsoft Solutions

Bus Logic Layer Data Layer


XML/Java/ COM/CORBA MSMQ / MQ SQL

EAI

EAI

SQL

Web

OLTP OLTP OLTP

Copyright 2007, Oracle. All rights reserved. Oracle Confidential

Siebel Content through Portal or Custom UI


Siebel Content in Custom UI

Provides content to external


Web Server Web Server
H W TM eb L/ Se XM rv L ic es

SWSE

Siebel Application Server


UI Layer Bus Logic Layer

External Portal Solutions EAI

applications for rendering in external UI frameworks Direct link with single-sign-on Provides: Programmatic Interfaces Application Interfaces Web Services XML Web Interface

Microsoft Legacy Systems


XML/Java/ COM/CORBA MSMQ / MQ SQL

Data Layer

EAI

SQL

OLTP

Web

OLTP

OLTP

Copyright 2007, Oracle. All rights reserved. Oracle Confidential

Supporting Integration Servers and ESBs


Integration Server platform
Platform/Customer Developed Integration Processes

Adapter

Legacy Common Objects


Platform/Customer Developed Transformations Platform/Customer Developed Transformations Adapter Adapter Adapter

Adapter

Siebel

Transport Layer
Adapter Adapter Adapter Adapter Adapter Adapter

J2EE

UCM/CDH

ORACLE

SAP

PARTNER

Copyright 2007, Oracle. All rights reserved. Oracle Confidential

Characteristics of an Enterprise Application


Adaptive Multi Channel Architecture

Configuration or Customization

Security

Data Management

Availability

9s

Integration

Performance and Scalability

Deployment Lifecycle

Operational and Analytical Business Intelligence

Copyright 2007, Oracle. All rights reserved. Oracle Confidential

Full Deployment Lifecycle Support


Develop

Upgrade

Test

Siebel Siebel

Siebel

Manage

Deploy

Copyright 2007, Oracle. All rights reserved. Oracle Confidential

Characteristics of an Enterprise Application


Adaptive Multi Channel Architecture

Configuration or Customization

Security

Data Management

Availability

9s

Integration

Performance and Scalability

Deployment Lifecycle

Operational and Analytical Business Intelligence

Copyright 2007, Oracle. All rights reserved. Oracle Confidential

Security
NETWORK / ENVIRONMENT APPLICATION
User Management

Layered Protection of Application


Bank Vault Model No Single
Point of Failure

Strict Adherence to Industry


Firewall Protection DATA
Access Control Visibility Data Privacy Audit Trail Secure Data Storage

Standards Across all Layers and Technologies Secure Processes in addition to Product Features Hardening Guides, Vulnerability
Testing, Secure Coding Practices

Secure Communication

User Management
Authentication Secure Deployment

Role based Identification and Validation External Authentication

Copyright 2007, Oracle. All rights reserved. Oracle Confidential

Standards Based Security and Validation

Industry standards-based secure


communication, password security and user authentication SSL secured communications Between clients, Siebel server
components and external servers

SSL

Web Server
SSL

Siebel Application Server


UI Layer Bus Logic Layer Data Layer SSL for SMTP POP3

RSA SHA-1 password security AES data encryption Authentication via Industry standard
platforms or custom API Directory Server Single Sign-On Database Open API

Email Server

EAI
SS L

EAI

SQL

OLTP OLTP OLTP

Directory (LDAP) Server

Copyright 2007, Oracle. All rights reserved. Oracle Confidential

Characteristics of an Enterprise Application


Adaptive Multi Channel Architecture

Configuration or Customization

Security

Data Management

Availability

9s

Integration

Performance and Scalability

Deployment Lifecycle

Operational and Analytical Business Intelligence

Copyright 2007, Oracle. All rights reserved. Oracle Confidential

High Availability
Distributed Services
Multi-threaded, multi-process services Balance work across active servers Load-balanced Services Use standard HTTP load balancing Leverage N+1 model of pooled servers Failover Services Redundant server components Redundant database server Support for Clustering Services Certified for HP MC Service Guard IBM HACMP Microsoft Clustering Service Sun Cluster Veritas
Web Services XML over HTTP

9s

Web Server Load Balancer


Resilient pool of web servers

Web Server

Web Server

(+1) Web Server

Application Load Balancer


Resilient pool of application servers
Siebel Application Server UI Layer Bus Logic Layer EAI Broker Siebel Application Server UI Layer EAI Broker Bus Logic Layer

+1
EAI

EAI Data Layer

EAI Data Layer

SQL

SQL

SQL

OLTP

Failover

OLTP

Copyright 2007, Oracle. All rights reserved. Oracle Confidential

Characteristics of an Enterprise Application


Adaptive Multi Channel Architecture

Configuration or Customization

Security

Data Management

Availability

9s

Integration

Performance and Scalability

Deployment Lifecycle

Operational and Analytical Business Intelligence

Copyright 2007, Oracle. All rights reserved. Oracle Confidential

Scalability and Performance

Evolutionary Architecture focused


HTML/XML

Web Server

on supporting customer interactions in a scaleable and high performance manner leveraging: Efficient Clients Stateless Web Server, Load
Balancing Multiple machines per Enterprise Multi-threaded services and servers Load balanced services and servers Fail-over and clustering Database connection pooling and multiplexing

Siebel Application Server


UI Layer Bus Logic Layer Data Layer

EAI

EAI

SQL

Siebel Database

Copyright 2007, Oracle. All rights reserved. Oracle Confidential

SARM Run-time Architecture


SARM Siebel Application
Response Measurement - enabling: Proactive monitoring of application
response times Diagnosis of response time problems Tuning of applications to meet service level commitments

Application Execution
Server Component
Start Stop
SARM Correlation Key

Server Component
Start Stop

Standards-based Application
Response Measurement based on ARM industry standard, which: Monitors Response Time, CPU, and
Memory Provides Comprehensive instrumentation across all Siebel components Is a Light-weight scalable framework, Non-intrusive to the end-user Supports Monitoring and Analysis tools by Siebel and System Management partners

SARM Framework
3rd Party ARM API Library

SARM Log

ARM Log

Copyright 2007, Oracle. All rights reserved. Oracle Confidential

Characteristics of an Enterprise Application


Adaptive Multi Channel Architecture

Configuration or Customization

Security

Data Management

Availability

9s

Integration

Performance and Scalability

Deployment Lifecycle

Operational and Analytical Business Intelligence

Copyright 2007, Oracle. All rights reserved. Oracle Confidential

Operational & Analytical Reporting


CRM BI + CRM Combined BI Users
3rd Party Open Integration

Web Server Siebel Application Server Oracle Business Intelligence Server


Presentation Services - BI Modeling and Calculation Services - BI Data Access Services - BI

Mail Transport Agent Oracle BI Scheduler

Siebel Report Definitions


Report Metadata

User Interface Services Business Logic and Core Services

Oracle BI Repository
Oracle BI Metadata and ETL

Actuate Report Server

Operational Reports Expense Reports Quotes Orders

Data Layer Services

Oracle BI Reports Sales Analysis Churn Models


Source Data Inc Finance, HR and SCM

Siebel OLTP

ETL

Relationship Management / Customer Enterprise Warehouse

ETL

Copyright 2007, Oracle. All rights reserved. Oracle Confidential

Characteristics of an Enterprise Application


Adaptive Multi Channel Architecture

Configuration or Customization

Security

Data Management

Availability

9s

Integration

Performance and Scalability

Deployment Lifecycle

Operational and Analytical Business Intelligence

Copyright 2007, Oracle. All rights reserved. Oracle Confidential

Summary
Siebel 8 Applications Architecture fully supports the requirements of todays
adaptive businesses in delivering the requirements of Front Office packaged applications: Designed to effectively address the challenges of multi-channel deployments. Architected to deliver maximum out-of-the box capabilities, whilst enabling
unprecedented upgradeable capabilities for customization and configuration. Delivers multiple, runtime administered, workflow, rules and data driven engines to encompass all the flexible demands of the front office. Supports the complexities of Data Management and integration with fully embedded solutions and capabilities. Provides full interoperability with SOA environments, Web Services and Siebel On-Demand, Oracle Fusion and Component Assembly solutions. Addresses the challenges of the deployment lifecycle with Testing Solutions, Deployment Utilities, Management Tools Integration and Upgrade Capabilities. Evolved to meet the security demands of some of the top security conscious organizations. Has developed to deliver the availability, performance and saleability of the largest CRM implementations in the world. Fully embeds Analytics to provide the capabilities to deliver insight and drive customer interactions at all touch points.

Copyright 2007, Oracle. All rights reserved. Oracle Confidential

Siebel Architecture
Siebel 8 Applications Architecture Technology Outline

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