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Siebel Upgrade @ Citrix

Girish Yadav
Oracle Practice Director
October 1st, 2012
Outline
1    Who are we


2    Context of Upgrade


3    Project Implementation Highlights


4    Best Practices



2   © 2012 Citrix | Confidential – Do Not Distribute
By the numbers…

                                                   $2.4B revenue
                                                   8,000+ employees
                                                   250,000+ customers
                                                   10,000+ partners in 100 countries


                                                   #1 Desktop & App virtualization
                                                   #2 Cloud Networking
                                                   #1 Public Clouds
                                                   #2 Web Collaboration
© 2012 Citrix | Confidential – Do Not Distribute
A world where
          people can work
          and play from
          anywhere



© 2012 Citrix | Confidential – Do Not Distribute
Mobile Workstyles                           Cloud Services




                      Any Device                        Any Cloud
© 2012 Citrix | Confidential – Do Not Distribute
Siebel 8.1.1.6
         Upgrade Objectives




© 2012 Citrix | Confidential – Do Not Distribute
Objectives

    • 7.8 End of Life
       • Uninterrupted support from Oracle


    • Additional Technical Benefits and New Features
       • Leverage next generation application architecture with enhanced system performance and
         reduced migration costs.
       • Embedded OSES Search.
       • BI Publisher Reporting Engine.
       • Leverage Task Based UI to address department specific user interface and navigation issues.
       • Latest version of Citrix products were integrated and certified with Siebel 8.1.X product line.
       • Get ready for Innovation Pack and Open UI.



7   © 2012 Citrix | Confidential – Do Not Distribute
© 2012 Citrix | Confidential – Do Not Distribute
Business Value Gain
                                    Considerations
                                    •         Enable Citrix to showcase benefits of using Citrix products to customers
                                              using Oracle Enterprise applications
                                    •         Configuration and operations cost reduction per/user basis
                                    •         Increased number of technical capabilities
                                          •        BI Publisher for wide range of formatted reports
                                          •        Case Insensitive search
                                          •        Task Based UI
                                          •        OSES Embedded Search
                                          •        Enhanced email editor functionality etc.




© 2012 Citrix | Confidential – Do Not Distribute
How we got there:




© 2012 Citrix | Confidential – Do Not Distribute
Timelines




11   © 2012 Citrix | Confidential – Do Not Distribute
Challenges
     • Citrix needed a technical & infrastructure upgrade with as-is or better functionality with minimum
       downtime
     • Actuate reports to BI Publisher migration
     • Address and Account/Agreement conversion from 1:M to M:M (SEA to SIA)
     • Single Sign–on Authentication setup using WIA –SSO (Call Center and eService)
     • Technical Redesign of Audit Trail functionality
     • Migration of attachments to new platform
     • Changes in communication screen & functionality
     • Evaluation of Siebel 8.1.1.5 version on 64 bit platform with Avaya CTI




12    © 2012 Citrix | Confidential – Do Not Distribute
Best Practices
     • Thorough upgrade assessment, leveraged home grown ‘Easy U’ tool which resulted early
       identification of issues
        •     T Script to ST Script Conversion
        •     BI Publisher Migration
        •     SEA to SIA Repository changes

     • Documentation of repeatable steps during various phases viz. Execution of DB Upgrade in POC,
       Development, SIT, UAT/Pre-Prod environments.
     • Thorough performance testing.
     • Multiple pre mock production upgrade runs.
     • Accurate deployment planning with pre & post validation tasks of Go Live.
     • Engage Oracle Expert Services, TAM Services for Product fixes.
     • Schedule hotline support with Oracle support in advance for Go-Live



13    © 2012 Citrix | Confidential – Do Not Distribute
People
         are happier and
         more productive




© 2012 Citrix | Confidential – Do Not Distribute
Work better. Live better.

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Citrix OOW Presentation 2012

  • 1. Siebel Upgrade @ Citrix Girish Yadav Oracle Practice Director October 1st, 2012
  • 2. Outline 1 Who are we 2 Context of Upgrade 3 Project Implementation Highlights 4 Best Practices 2 © 2012 Citrix | Confidential – Do Not Distribute
  • 3. By the numbers… $2.4B revenue 8,000+ employees 250,000+ customers 10,000+ partners in 100 countries #1 Desktop & App virtualization #2 Cloud Networking #1 Public Clouds #2 Web Collaboration © 2012 Citrix | Confidential – Do Not Distribute
  • 4. A world where people can work and play from anywhere © 2012 Citrix | Confidential – Do Not Distribute
  • 5. Mobile Workstyles Cloud Services Any Device Any Cloud © 2012 Citrix | Confidential – Do Not Distribute
  • 6. Siebel 8.1.1.6 Upgrade Objectives © 2012 Citrix | Confidential – Do Not Distribute
  • 7. Objectives • 7.8 End of Life • Uninterrupted support from Oracle • Additional Technical Benefits and New Features • Leverage next generation application architecture with enhanced system performance and reduced migration costs. • Embedded OSES Search. • BI Publisher Reporting Engine. • Leverage Task Based UI to address department specific user interface and navigation issues. • Latest version of Citrix products were integrated and certified with Siebel 8.1.X product line. • Get ready for Innovation Pack and Open UI. 7 © 2012 Citrix | Confidential – Do Not Distribute
  • 8. © 2012 Citrix | Confidential – Do Not Distribute
  • 9. Business Value Gain Considerations • Enable Citrix to showcase benefits of using Citrix products to customers using Oracle Enterprise applications • Configuration and operations cost reduction per/user basis • Increased number of technical capabilities • BI Publisher for wide range of formatted reports • Case Insensitive search • Task Based UI • OSES Embedded Search • Enhanced email editor functionality etc. © 2012 Citrix | Confidential – Do Not Distribute
  • 10. How we got there: © 2012 Citrix | Confidential – Do Not Distribute
  • 11. Timelines 11 © 2012 Citrix | Confidential – Do Not Distribute
  • 12. Challenges • Citrix needed a technical & infrastructure upgrade with as-is or better functionality with minimum downtime • Actuate reports to BI Publisher migration • Address and Account/Agreement conversion from 1:M to M:M (SEA to SIA) • Single Sign–on Authentication setup using WIA –SSO (Call Center and eService) • Technical Redesign of Audit Trail functionality • Migration of attachments to new platform • Changes in communication screen & functionality • Evaluation of Siebel 8.1.1.5 version on 64 bit platform with Avaya CTI 12 © 2012 Citrix | Confidential – Do Not Distribute
  • 13. Best Practices • Thorough upgrade assessment, leveraged home grown ‘Easy U’ tool which resulted early identification of issues • T Script to ST Script Conversion • BI Publisher Migration • SEA to SIA Repository changes • Documentation of repeatable steps during various phases viz. Execution of DB Upgrade in POC, Development, SIT, UAT/Pre-Prod environments. • Thorough performance testing. • Multiple pre mock production upgrade runs. • Accurate deployment planning with pre & post validation tasks of Go Live. • Engage Oracle Expert Services, TAM Services for Product fixes. • Schedule hotline support with Oracle support in advance for Go-Live 13 © 2012 Citrix | Confidential – Do Not Distribute
  • 14. People are happier and more productive © 2012 Citrix | Confidential – Do Not Distribute
  • 15. Work better. Live better.

Editor's Notes

  1. Intro: From a pure numbers perspective Citrix is hitting on all cylinders. Key Points:In 2011 we generated north of $2 billion in revenue and increased our total employee count to over 7,000 talented and passionate people. We are now a strategic provider of software solutions for more than 200,000 customers and We’ve built a veritable army of business partners and systems integrators to assist you on your journey to the cloud…and beyond. Perhaps just as importantly, we are #1 or #2 in every major market that we serve – from desktop virtualization with the award-winning XenDesktop, to the leading enterprise cloud networking platform – NetScaler. We have also established the early lead in building cloud infrastructure with Citrix CloudStack. CloudStack already powers many of the largest and most successful clouds in the world. And finally, last year served as a real milestone for us in collaboration, with GoToMeeting leap-frogging the competition to secure the #2 spot in web collaboration.Transition:Along the way to all of these great achievements we’ve also acquired approximately 25 companies inthe past 3 years – adding to one of the software industry’s most complete product portfolios. But even in the face of all of this we have held firmly to our core vision and beliefs.
  2. Intro:At Citrix, we believe in a world where people can work or play from anywhere. Key Points: We added the word play a few year’s back because we knew that something profound was taking place. Employees were taking control of their own IT. People were beginning to bring their personal devices into the workplace – and you know what – these brave, young digital natives expected them all to work on day one. At Citrix, we couldn’t agree more - Everyone should be able to work whenever and wherever they want on whatever device they choose. Anecdotes/Proof Points: At this point, weave in a personal story about your experience with digital natives – whether your kids, someone at work, etc and how the expectations have influenced business.Transition: Unfortunately, we live in a crazy world.
  3. Intro: We have a long history in mobility as a pioneer and leader in remote access. As importantly, we have delivered on device independence – providing access to IT services from any device. This is more critical than ever because consumerization is multiplying the number of devices people use – PCs, smartphones and tablets. Key Points:Mobile WorkstylesMobile workstyles allow people to work anywhere with anyone – collaborating with a high-definition experience that’s "just like being there“.  And, being mobile means data should securely follow the user – enabling simple and secure access from any device. And, of course, there are apps – providing every user with self-service access to any Windows, Web, SaaS, or Mobile app from a universal access point that’s device independent.Cloud ServicesOn the cloud services side, our vision is that Public clouds become more secure & transparent.Private clouds become more flexible & economical. Our goal is to deliver on this promise without being locked into any particular virtual infrastructure or cloud service provider. Powering cloud services starts with a single point of control that unifies the provisioning and security of Windows, web, SaaS and mobile apps through an enterprise storefront. At the back of the private cloud, a bridge to public clouds transparently enables infinite datacenter capacity. Underneath, we enable the build-out of Amazon-style clouds – from basic compute and storage, to end-user apps. And, to deliver cloud services to mobile users is an app-aware network that’s high performance, secure, and always available. This is a foundational piece for providing secure access to on-demand IT services over private or public networks to any device.Transition: This isn’t just talk, we’ve actually built tailor-made solutions, to help make this work for any organization.
  4. Intro:I hope this helped you learn a bit more about Citrix and our belief that IT services can be delivered with greater security and agilityTransition: Not only creating more business value..
  5. Intro:Key Points: Transition:
  6. Intro:Key Points: Transition:
  7. Thorough upgrade assessment by Wipro through their ‘Easy U’ tool which resulted early identification of issues T Script to ST Script Conversion BI Publisher Migration SEA to SIA Repository changes etc.Audit Trail data through upgrade Validation of Siebel 8.1.1.5 on windows 2008 R2 64 bit in order to check for Compatibility with Avaya interaction center and Oracle Secure Enterprise Search by doing a Proof of Concept during build phase of the project Documentation of repeatable process like Upgrade in Development, SIT etc. Worked with oracle for Quick Fixes Identification of performance issues by thorough performance testing Multiple pre mock production upgrade runs in order to reduce downtime window to 16 hrs on a weekend Accurate deployment planning with pre & post validation tasks of Go Live.
  8. Thorough upgrade assessment by Wipro through their ‘Easy U’ tool which resulted early identification of issues T Script to ST Script Conversion BI Publisher Migration SEA to SIA Repository changes etc.Audit Trail data through upgrade Validation of Siebel 8.1.1.5 on windows 2008 R2 64 bit in order to check for Compatibility with Avaya interaction center and Oracle Secure Enterprise Search by doing a Proof of Concept during build phase of the project Documentation of repeatable process like Upgrade in Development, SIT etc. Worked with oracle for Quick Fixes Identification of performance issues by thorough performance testing Multiple pre mock production upgrade runs in order to reduce downtime window to 16 hrs on a weekend Accurate deployment planning with pre & post validation tasks of Go Live.