siebel essentials 12 2009
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T H U R S D A Y , D E C E M B E R 2 4 , 2 0 0 9
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
peaceful days with our loved ones.
I wish you a Merry Christmas and a prosperous New Year!
Siebel Essentials will be back in January.
Have a nice christmas day
@lex
Labels: blogs 2 Kommentare
M O N D A Y , D E C E M B E R 2 1 , 2 0 0 9
Siebel, Multiple Datasources and LDAP
Using LDAP as an authentication mechanism is a widespread and well-
documented 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.
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.
S E A R C H S I E B E L E S S E N T I A L S
F O L L O W E R S
R E C E N T C O M M E N T S
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
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Page 1 of 16Siebel Essentials: December 2009
12/24/2009http://siebel-essentials.blogspot.com/2009_12_01_archive.html
Here is the solution we found:
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.
Hello Alex,I am trying to
build this but I am hav... -
Monday, December 14,
2009 - Antonio
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Page 2 of 16Siebel Essentials: December 2009
12/24/2009http://siebel-essentials.blogspot.com/2009_12_01_archive.html
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
Labels: Server, Siebel CRM 0 Kommentare
T H U R S D A Y , D E C E M B E R 1 7 , 2 0 0 9
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
� 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
Labels: BI Publisher, Siebel CRM 2 Kommentare
T U E S D A Y , D E C E M B E R 1 5 , 2 0 0 9
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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Page 3 of 16Siebel Essentials: December 2009
12/24/2009http://siebel-essentials.blogspot.com/2009_12_01_archive.html
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.
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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Page 4 of 16Siebel Essentials: December 2009
12/24/2009http://siebel-essentials.blogspot.com/2009_12_01_archive.html
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".
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
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
Labels: business service, Siebel CRM 0 Kommentare
M O N D A Y , D E C E M B E R 1 4 , 2 0 0 9
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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Page 5 of 16Siebel Essentials: December 2009
12/24/2009http://siebel-essentials.blogspot.com/2009_12_01_archive.html
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
@lex
Labels: blogs, Siebel CRM 0 Kommentare
T H U R S D A Y , D E C E M B E R 1 0 , 2 0 0 9
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
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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Page 6 of 16Siebel Essentials: December 2009
12/24/2009http://siebel-essentials.blogspot.com/2009_12_01_archive.html
Message Types and create a new message type to define the dialog.
Set the following fields
� Name = Enter a unique name
� 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.
Make a note of the Message Type name, you will need it later.
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
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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Page 7 of 16Siebel Essentials: December 2009
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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.
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
business service. The following is a prototype which passes the values to
the business service.
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
I have placed a simple button on the account list applet. When i click the
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Page 8 of 16Siebel Essentials: December 2009
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button, the workflow is invoked and the message is displayed as specified.
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.
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
Labels: business service, Siebel CRM 2 Kommentare
M O N D A Y , D E C E M B E R 0 7 , 2 0 0 9
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)
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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Page 9 of 16Siebel Essentials: December 2009
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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.
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Page 10 of 16Siebel Essentials: December 2009
12/24/2009http://siebel-essentials.blogspot.com/2009_12_01_archive.html
@lex
Labels: Haley, Siebel CRM 3 Kommentare
T H U R S D A Y , D E C E M B E R 0 3 , 2 0 0 9
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
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
� 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
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Page 11 of 16Siebel Essentials: December 2009
12/24/2009http://siebel-essentials.blogspot.com/2009_12_01_archive.html
� Click Clear Cache
We have now created a cross-sell recommendation to add a camera bag
when you purchase a digital camera.
2. Create a test quote
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
� 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.
Datasources and LDAP
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Conversion Assistant
V2 avail...
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OPA!
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Framework - Part 1
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T H E S C R I P T L E S S S I E B E L C H A L L E N G E C O N T I N U E S
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
Page 12 of 16Siebel Essentials: December 2009
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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.
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
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
popup once we save the camera as a line item.
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
D A I L Y D I L B E R T
A B O U T M E
@lex
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.
View my complete profile
Page 13 of 16Siebel Essentials: December 2009
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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.
4. Automatic response tracking
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).
But we can surely afford to check out the new response records in the
Responses screen.
have a nice day
@lex
Labels: business service, Siebel CRM 3 Kommentare
W E D N E S D A Y , D E C E M B E R 0 2 , 2 0 0 9
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.
@ L E X O N L I N K E D I N
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Page 14 of 16Siebel Essentials: December 2009
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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.
Have a nice search
@lex
Labels: blogs 0 Kommentare
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