Siebel Essentials: December 2009

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Siebel Essentials
The intention of this blog is to share findings about Siebel CRM and Oracle Business Intelligence Enterprise Edition (Oracle BI EE formerly known as Siebel Analytics) from technical and other (sometimes unprecedented) perspectives.
THURSDAY, DECEMBER 24, 2009

Merry Christmas and a Happy New Year!

It's time to say a big THANK YOU! to all readers, commenters and supporters of this little blog. In this quiet but busy times, we all deserve a break and spend hopefully

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RECENT COMMENTS Hi Jason,many thanks and the same to you. Your b... Wednesday, December 23, 2009 - @lex Hi Alex,Great work on the blog in 2009! The con... Wednesday, December 23, 2009 - JES Hi Davin,many thanks for sharing this informatio... Friday, December 18, 2009 - @lex Thanks for posting this info @lex. I wanted to poi... Friday, December 18, 2009 - davin.fifield

Siebel Essentials will be back in January. Have a nice christmas day @lex

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MONDAY, DECEMBER 21, 2009

Siebel, Multiple Datasources and LDAP

Using LDAP as an authentication mechanism is a widespread and welldocumented solution for Siebel CRM. Recently, we discussed this solution in the classroom and noticed that it works fine as long as the user does not navigate to the Server Management screens. The problem was that the connection to the Siebel Gateway Name Server could not be established for the user.

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Hello Alex,I am trying to build this but I am hav... Monday, December 14, 2009 - Antonio Here is the solution we found: 40 ORACLE BI EE BLOGS Oracle BI Blog Business Intelligence and OBIEE Loyalty Analytics in 7.9.6 for an actionable Customer Insight
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In the CredentialsAttributeType parameter of the LDAP Security Adapter profile we specify a field that contains the "magic string" with the username and password of the so-called proxy user which is used for the physical connection that the object manager makes. These magic strings typically look like the following username=LDAPUSER password=LDAPUSER However, the Siebel Gateway Name Server does not cooperate with that user account as it is not a valid Siebel employee. So for the GatewayDataSrc data source we would like to use SADMIN's account instead. The same problem is faced when using External Business Components (EBCs). Most often, the LDAPUSER account is not present on the external databases which are defined in the respective data source entry in the Enterprise Configuration. So for each data source we would need a different proxy user. The solution is quite simple. Adding the type keyword followed by the name of the data source profile at the front of the magic string does the trick. Here is an example for the Gateway Data Source which is needed to use the Server Configuration and Management screens in the Siebel client. type=GatewayDataSrc username=SADMIN password=SADMIN This can be repeated for each data source such as ServerDataSrc and any external data sources. The only thing you need is a "multivalued attribute" in your LDAP directory.

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Click on the image to enlarge, in the example we use the description attribute to carry the "magic strings". Logging on as SADMIN, navigating to the Server Management screen AND seeing correct live data from the Siebel Gateway Name Server validates this configuration. have a nice day @lex

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THURSDAY, DECEMBER 17, 2009

Sunil S. Ranka's Weblog My Tag Line :: Superior BI is the antidote to Business Failure
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BI Publisher Actuate Conversion Assistant V2 available on My Oracle Support

Siebel CRM customers around the globe are bracing themselves for January 1st 2010, when Oracle will have discontinued its support for Actuate reports in Siebel. This post wants to bring to your attention the availability of version 2 of the BI Publisher Actuate Conversion Assistant which not only converts the layout of Actuate reports (bas files) to a BI Publisher rtf template (which version 1 did quite well) but also generates the appropriate Siebel integration objects. If you already have experience with the latest version of the conversion assistant, please share your knowledge by adding a comment. For those who want to have a closer look, follow the steps to download the assistant from My Oracle Support. Log in to My Oracle Support

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Click the Patches & Updates tab Enter patch ID 8968224 Downlad the assistant for the Siebel CRM version you are using Kanichiro also has some decent information on the conversion wizard in his blog. Have a nice day @lex

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TUESDAY, DECEMBER 15, 2009

Siebel Unified Messaging Framework - Part 3

Today it's time for the final part of the UMF mini-series. We'll discuss how

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Aggregat es outside OBIEE materializ ed views and query rewrite 4 weeks ago

to capture the responses (button clicks that is) of the end users when we use UMF to display a message without the need for browser script. 1. Write a business service method to capture the response. The vital line of code in that script would be var response = Inputs.GetProperty("Response"); The value of the Response property will be the name of the response definition in the message types administration. Any logic that has to be applied can now be placed in the script code or implemented as workflow. As the UMF framework passes the entire property set, we can also use fields from the property set of type "Payload" which is a child of the input property set.

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The sample code in the screenshot sets the Account Status field of the active account record to "Unknown" as a reaction to a click on the Cancel button. Don't forget to compile the business service. 2. Associate the business service method to the response In the Siebel client, navigate to the Administration - Order Management | Message Types list. Find the appropriate message types and navigate to the Responses list. Associate the responses with the business service method you created.

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In the form applet menu, click the Clear Cache entry. 3. Test Invoke the message display in the client and click the Cancel button. Observe that the active account's status is changed to "Unknown".

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Extra: Customize the message applet If you wish to have more space to display the message text (as in the screenshot above), you can modify the UMF Messages Active Popup Applet. Summary

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The possibility to pass the full set of payload information and response data to any business service method allows flexible approaches to use the Unified Messaging Framework as an alternative to browser scripting. have a nice day @lex

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Labels: business service, Siebel CRM

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MONDAY, DECEMBER 14, 2009

ImpossibleSiebel Toolbar: New Version

Just wanted to shout it out loud: Get the latest version of the ImpossibleSiebel toolbar and spend these long winter nights playing with it (that is if you don't have something more attractive to play with - well there might be a thing or two...)

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GeeKs Blogging Oracle CRM On Demand: Issues with Web Services

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Jason has really deserved hi-fives for this. Please support him and his efforts to ease the Siebel developer's daily work. Have a nice day

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THURSDAY, DECEMBER 10, 2009

Siebel Explored Siebel Serialization Rules

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Siebel Unified Messaging Framework - Part 2

In the first post of this threefold mini-series we introduced the Siebel Unified Messaging Framework (UMF) which is part of the Customer Order Management module. In the second part of the series I would like to introduce a way to use UMF to display message outside of the order management screens. The goal is to provide a path for developers to display messages in both active (popup) or passive manner (in a list applet) and capture end user responses without the need for browser scripting. The example follows the recommendations of My Oracle Support (namely document 757843.1). If you wish to view the document, you need a My Oracle

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Support account. The example uses UMF (rather the Unified Messaging Service) to display a dialog indicating to the end user that the account he or she has just saved has a status of "Inactive". The dialog has buttons ("Continue" and "Cancel") which the user should click to either continue with the changes or cancel the operation. Part 3 of the series (future post) will describe the steps to capture the responses in a more sophisticated manner. 1. Create the message type In the Siebel client, navigate to Administration - Order Management |

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Message Types and create a new message type to define the dialog. Set the following fields Name = Enter a unique name

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Display Mode = Active Group = Internal Error Message Title = UMF Test Message (or figure out a better title) Bitmap = select a bitmap (you can upload bitmaps using the Administration - Document screen) Short Text = enter a short text Full Text = enter the message text (this will be displayed to the user). You can use substitution fields using square brackets. You have to add anything between square brackets to the Payload list. Click the Responses view tab and enter two responses. Use the screenshot below as a guide. You can skip the Field, Business Service and Method fields for now.

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2. Add/verify business object components In Siebel Tools, navigate to the Account business object and ensure that the following business components are listed. UMF Active Message Virtual BusComp UMF File Handler UMF Passive Message Virtual BusComp Compile the business object if necessary. 3. Create a wrapper business service to call the Unified Messaging Service Document 757843.1 includes sample eScript code which can be used as a starting point to create a custom business service which acts as a wrapper. As the input for the Unified Messaging Service methods is quite

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complex, the custom business service helps us to pass parameters to the Unified Messaging Service. The purpose of the code is to read a flat input property set and pass the values to a hierachical structure which is needed by the Unified Messaging Service's AddMessages method.

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This is the hierarchy of property sets to be generated: InputPS Message List Message Payload The script below (click to enlarge) accomplishes this task and invokes the UMS method.

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Compile the business service. 4. Create a workflow to invoke the wrapper business service We can use a workflow process to enable easy invocation of the wrapper

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business service. The following is a prototype which passes the values to the business service.

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To invoke the workflow we can use one of the well known techniques such as a button (using the Named Method user property) or runtime event. 5. Test

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I have placed a simple button on the account list applet. When i click the

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Note that [Account] (as defined in the message type) has been replaced by the account's real name. Now let's click the Continue button and verify that a response for the account has been created in the Responses screen.

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Summary We have successfully used the Siebel Unified Messaging Framework to display a custom dialog with response buttons to the user and to capture the users response as a response record. In the final post of this series we will see how to capture the users responses using custom business services. The above prototype has been implemented on Siebel SIA 8.1.1.1 using the sample database. have a nice day @lex

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Labels: business service, Siebel CRM

2 Kommentare

MONDAY, DECEMBER 07, 2009

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Bye bye Haley, hello OPA!

Following some premature announcements, changes in product delivery and rumours, the cat is now out of the bag. As per the document Statement of Direction, Haley Expert Rules [ID 826323.1] (you'll need a My Oracle Support account to access the document), Oracle is sunsetting the following products Haley Expert Rules (formerly Haley Authority) Haley Business Rules Engine (formerly Haley Rules)

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This applies specifically to Siebel CRM customers who are using or are considering to use the embedded Haley Authority product that was introduced in Siebel 8.0 and which is also known as Siebel Business Rules.

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Oracle recommends to move off Haley Expert Rules if any of the following applies: The source policies are documents, such as legislation, spreadsheets or policy manuals You are planning to use Expert Rules in Siebel Rules should be executed via a web service or in middleware Guided self-service interviews are needed You intend to use it for new scenarios in your business The official product to migrate to or consider is Oracle Policy Automation (OPA) which is the result of the acquisition of RuleBurst Australia back in autumn 2008 (RuleBurst was then the owner of Haley Systems). The main reasons to migrate to OPA are Support for modeling natural language rules in Microsoft Word and Excel documents Handling large, complex or inter-related policies, including those that vary over time Delivering audit reports of how decisions are reached Ensuring rule changes across releases are well-managed with strong regression testing capabilities Optional interactive web-based decision making for customers or employees to obtain their own answers to complex questions A high-speed determinations solutions in a service-oriented architecture Ease of integration with Siebel, SAP and other systems Oracle - emphasizing not to "force" customers - has also announced full premier support for Haley Expert Rules the Haley Business Rules Engine until December 2011 and is also announcing a Siebel Connector for OPA to arrive in 2010. Have a nice day

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THURSDAY, DECEMBER 03, 2009

Siebel Unified Messaging Framework - Part 1

Those among you who stuck your heads into the Siebel Customer Order Management module might be familiar with the Siebel Unified Messaging Framework (UMF) used to provide a scriptless manner of displaying messages to and capturing responses from end users. Since its first appearance in the Siebel Order Management arena in version 7.8, I have been intrigued about how UMF could be leveraged to display messages and capture the user's responses without having to write browser scripts. The "range" of UMF in the out-of-the-box application is somewhat limited to the Order Management specific entities such as Quote, Order and Agreement. But as it is based on business services, it should be possible to use it anywhere in Siebel CRM (that is if you are licensed to use it). This mini-series will attempt to introduce you to UMF (Part 1 - this post) show how to display UMF messages using business services and workflow (Part 2 - future post) describe how to capture the end user responses (Part 3 - future post) Let's start with an introduction to UMF. The following procedure describes

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the common usage of UMF in Siebel Customer Order Management. The example uses product recommendations. You can follow along the steps if you have Siebel 8.1.1 SIA and the Siebel Sample Database. 1. Create a product recommendation Log on as SADMIN to the sample database Navigate to Administration - Products Query for the TechSonic 6MP Digital Camera and the LowePro Rezo EX 120 Camera Bag Associate the Default Organization to both products

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Set the price list for both products to Master Price List Drill down on the TechSonic camera product Navigate to Recommendations | Messages Enter a new recommendation including the LowePro camera bag as per the screenshot

2009 (142) December (9)

Merry Christmas and a Happy New Year! Siebel, Multiple

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Datasources and LDAP BI Publisher Actuate Conversion Assistant V2 avail... Siebel Unified Messaging Framework - Part 3 ImpossibleSiebel Toolbar: New Version Siebel Unified Messaging Framework - Part 2 Bye bye Haley, hello OPA! Siebel Unified Messaging Framework - Part 1 New Google Search Gadget We have now created a cross-sell recommendation to add a camera bag November (9) October (14) 2. Create a test quote September (12) August (14) July (13) June (7) May (14) April (14) March (15) February (12) January (9) 2008 (58) We will now create a test quote to verify that a message recommending the camera bag is displayed when we select the camera as a line item. Maybe it's just me but while using the 8.1.1 sample database to do the steps outlined below results in some error messages. These messages indicate wrong setup of the order management entities and I hope this is rectified in some future version. However we can simply ignore the errors messages for the sake of this demo. Navigate to Quotes | My Quotes Create a new quote and set the price list to Master Price List Associate an account and a contact with the quote Drill down on the quote Create a new line item and select the TechSonic 6MP Digital Camera product Save the record THE SCRIPTLESS SIEBEL CHALLENGE CONTINUES Participate in the discussion on scriptless Siebel and submit your requirements NEW: Michael Feng's POC for a VBC using the XML Gateway business service Workflow or Scripting? That seems to be the question. Requirements analysis process to avoid scripting The Phone Number Challenge and the EAI XSLT Service Response on Pankaj's Observe that the message list has a new entry recommending the LowePro Rezo EX 120 Camera Bag Click the Accept button Observe that the camera bag is added to the line items list. when you purchase a digital camera. Click Clear Cache

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comment: The Phone Number Challenge Jason's reply to the phone number challenge Import data from a file: 100% scriptless. Neel's contribution: Prohibit record deletion using workflow and runtime events Brett's post: To script or not to script

DAILY DILBERT

This is one of the possible modes that UMF uses to display messages. It is called "passive" mode. We can repeat the steps and use the "big" line items view (without the catalog) and we will notice that an icon appears on the line item list, indicating that messages are available.

ABOUT ME @lex

When we click the icon we will see the same message in a popup list applet. Now let's see the other mode that UMF is capable of... 3. Display a UMF popup message using active mode

I am working with Siebel/Oracle since 2001 as instructor and consultant. During this time, I have been involved with the Siebel CRM suite as well as Siebel Analytics which has been chosen to be Oracle's Business Intelligence flagship product. A disclaimer: The opinions in this blog are my own and do not necessarily reflect the position of my employer.

We will modify the existing message type so that it will result in an "active" popup display. Navigate to Administration - Order Management | Message Types Query for the Message Type named Cross-Sell Recommendation Set the display mode to Active Set the bitmap to Illuminated Light Bulb.jpg In the applet menu, click Clear Cache These settings will allow UMF to generate a popup applet with an (admittedly large) bitmap. We can now repeat the steps to create a sample quote and marvel at the

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popup once we save the camera as a line item.

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@LEX ON LINKEDIN

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LABELS Siebel CRM (117) Oracle BI EE (49) blogs (30) Siebel Tools (18) BI Publisher (14) internet archive (14) upgrade (14) Oracle BI Applications (13) Scripting (12) Training (12) EAI (8) Workflow (8) Server (6) Administration Tool (4) Certification (4) Haley (4) business service (4) ADM (3) CAF (3) DAC (3) Marketing Segmentation (3) Office (3) Runtime Events (3) Tom Siebel (3) edelivery.oracle.com (3) standard (3) Answers (2) Audit Trail (2) Bookshelf (2) ETL (2) Enterprise Manager (2) Marketing (2) My Oracle Support (2) Siebel Query Language (2) customization (2) have a nice day @lex But we can surely afford to check out the new response records in the Responses screen. As the default message type's responses have the log flag set to true, the system will automatically generate a response record for the quote's contact when we click one of the buttons. The information in the response is somewhat sparse so we would typically use dedicated business services to process the button clicks (which we will discuss in part 3 of this series). 4. Automatic response tracking If you have time, investigate the Message Types responses which define the buttons and the business service methods to track the responses. displayed in all modes. In the next post we will see how UMF message types can be used to display messages across all views in Siebel CRM.

Labels: business service, Siebel CRM

3 Kommentare

WEDNESDAY, DECEMBER 02, 2009

New Google Search Gadget

With a bow to Mahendra and kudos to the good people at Google Custom Search, I am pleased to announce the latest gadget on this blog which allows you to quickly search for keywords inside and outside this blog.

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sample database (2) ADF (1) Access Control (1) Analytics (1) Astronomy (1) BI Office (1) BPSL (1) CDI (1) Dashboards (1) Data Lineage (1) Deployment (1) Event Handlers (1) Fusion Middleware (1) Gadgets (1) JDeveloper (1) JMX (1) List of Values (1) Logging (1) MBeans (1) MDM (1) Notification (1) OLAP (1) OSES (1) Oracle VM (1) Personalization (1) Picklist (1) Presentation Table (1) Quick Print (1) Revolution (1) Rich Enterprise Applications (1) Roadshow (1) SOA (1) Symbolic URL (1) Tutorials (1) UCM (1) User Properties (1) Variables (1) Web Center (1) Windows (1) consoleapp.exe (1) iHelp (1) oc4j (1) off topic (1) siebdev.exe (1) Home Subscribe to: Posts (Atom) November 2009 Have a nice search @lex When you enter a search phrase in the box at the upper left the results are displayed inline above the first post. Using the tabs you can switch between results from this blog, linked pages and the blogs from the blog roll.

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siebel.com (1) siebel.exe (1) start (1) twitter (1)

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