I had discussed about some traditional methods of controlling Case Sensitivity in Siebel queries. However, in version 8.0, Siebel has introduced a new feature of the CIAI Wizard which goes a step further in controlling this functionality. This has been carried forward in Siebel 8.1 albeit with some minor modifications.

This is about making searches on individual columns in a Siebel Database Case Independent. Following are the simple steps to configure it for a Siebel Technical Developer:
1) Navigate to Siebel Tools and select the correct Siebel Repository. This could be important in case you have multiple active Siebel Repositories in the System.
2) In Siebel Tools, Navigate to ‘Table’ and then ‘Column’ Object Type after expanding Table in the Object Explorer.
3) Select and highlight the columns on which you wish to run the CIAI Wizard (the ones you wish to make Case Insensitive).
4) Right-click and select ‘Case Insensitivity’ from the Pop Up menu. The CIAI Wizard starts at this time.
5) Review the Configuration Settings and the Export Listing Export Directory. Take this step seriously. It could be handy in Debug operations.
6) Complete the wizard using the ‘Next’ and ‘Finish’ buttons. The Wizard will configure the columns in the Siebel Repository to support CIAI Queries.

Siebel now reroutes the queries on the selected columns to the new columns created in Step (2) above.

Important: After this process is complete, you need to apply and activate the tables, and compile into the Siebel SRF for the changes to take effect.

Upgrade: It is important for the upgrade process to complete, in case you are upgrading to Siebel 8.x from previous versions, before running the CIAI Wizard.

Good News: It is possible to revert the changes done by the CIAI Wizard in case you feel you have messed up something.

In principle, the CIAI Wizard does the following changes in the Database:
1) Set the Default Sensitivity Property for the particular columns to “DB Case & Accent” in the Siebel Database.
2) For each eligible Base column, creates a new CIAI Column with the Base column value converted to UPPERCASE.
3) Deletes old indexes, and recreates them with the Case Insensitivity as defined, referring to the new CIAI columns defined in Step (2).
4) Sets flags and performs other configuration operations in the repository to support CIAI queries

Warning:
The changes once made by using the CIAI Wizard may be undone. However, there is a flaw in the documentation. The columns that were created on the Base Table by the CIAI Wizard need to be manually Inactivated before trying to revert the CIAI Changes.

The documentation says that the CIAI Wizard inactivates the column automatically. However, in practice that is not the case! Do add in case you have had any weird experience using the CIAI.

Related posts:

1. Siebel – Run Case Insensitive queries
2. Siebel EIM – Custom column mapping
3. Siebel EIM – Custom table mapping
4. Siebel EIM – Nomenclature of Custom Column
5. Siebel – Upgrade Process – Part II