developer & fusion middleware 2 _ michael baggott _ lead to order integration of crm on emand...

The most comprehensive Oracle applications & technology content under one roof The most comprehensive Oracle applications & technology content under one roof

Lead to order integra,on of CRM on demand and Oracle E-‐Business Suite

Norman Weaver And Michael Baggo4

The most comprehensive Oracle applications & technology content under one roof

Agenda •  About Dataweave •  About the Project •  E-‐Bus Suite AIA PIP integraAon with CRM On Demand

–  Project Background –  Approach –  Methods –  Technology –  IntegraAon –  Lessons learned

•  Summary •  QuesAons


IntroducAon to Dataweave •  Oracle Database Services: Performance Tuning, High

Availability SoluAons, Remote DBA Managed Service •  Oracle SOA Solu,ons: ApplicaAons IntegraAon, Business

Process AutomaAon using Oracle SOA Suite •  Oracle E-‐Business Suite: Consultancy, upgrades,

ImplementaAon and Support •  Business Intelligence & Data Warehousing: Database

design and support. BI tools including ad-‐hoc, operaAonal and analyAcs

•  Oracle Licensing: Licence reviews and opAmisaAon. Oracle SoPware Licence Reseller for E-‐Business Suite and technology products

•  OBA -‐ Oracle Business Accelerator


Project Background

•  Business need – Oracle E-‐Business suite – CRM On Demand –  IntegraAon – OBA


Project Approach

•  OBA Method •  Development •  User Acceptance TesAng •  ProducAon •  GO-‐Live •  Managed Service


Dataweave SOA/OBA Method •  SOA Strategy •  SOA Method •  SOA Architecture •  Requirements •  Design •  Build •  ImplementaAon •  TesAng •  Support


Technology

•  E-‐Business Suite •  Database •  SOA Suite •  ApplicaAon IntegraAon Architecture •  Process IntegraAon Pack •  CRM On Demand •  UPK


High Level Infrastructure Oracle E-Business and CRMOD PROD/UAT/DEV/CRP Infrastructure Implementation Architecture

External Firewall DMZ Firewall

Internal Firewall

EBS External

users

Internet

CRM on Demand

http:80

https:443

Reverse Proxy Server

Proxy Server

CRM External

users

InternetPIP/AIA/SOA PROD Server

EBS PRD appsTier

EBS PRD dbTier

http:8010

Inte

grat

ion

IntegrationIntegration

EBS Internal users

http:8010

CS Internal Network Cloud

Internal users for internet

access

CS Internal Network Cloud

http:80

Internet

Internet Acccess

Internet Acccess

SAN Switch

IBMSAN DS3500 Storage

Fiber Channel

Fibe

r Cha

nnel

Fibe

r Cha

nnel

LAN

EBS Internal trainees

UPK Server

Acce

ss E

BS

EBS

Train

ing

Windows 2008 64bit

SP2

EBS

Train

ing

EBS CRP Server(decommissioned)

EBS

Train

ing

Access EBS

EBS DEV/UAT Server

EBS dev/test

IBMSAN DS3500 Storage

Telstra Private Network Cloud

PIP/AIA/SOA UAT and OEM Server

Inte

grat

ion

Integration

Oracle Linux 32bit OS

OEM Server


ApplicaAon Map

Gigabyte Ethernet

Application Tier

Database Tier

Desktop Tier

Oracle CRM on Demand and EBS Integration PRD/DEV Deployment Details

Oracle Linux 5.3 64-bit

Oracle Linux 5.3 32-Bit

ebsapps01

Base Directory/u01/applprd/CSPRD

Oracle EBS R12 AppsTier (Web,

Form, Admin, CP,Report Services) for

internal users

ebsdb01

Physical Servers in Melbourne Office

RMANOracle EBS

Database Tier 11gR1 PRD

Base Directory/u01/oraprd/CSPRD

Oracle Linux 5.3 64-bit

Oracle E-Business Suite 12.1.1 PRD

Internal EBS Users

External CRM Users

http://ebsapps01.clearsecurity.local:8010

Backup Unit/SAN

DMZExternal Firewall

Gigabyte Ethernet

Oracle Linux 5.3

64-bit

ebsdev01

Oracle EBS R12 AppsServer (Web, Form, Admin, CP,Report Services)

ebsdev01

Oracle EBS Database 11gR1

DEV and UAT

Oracle Linux 5.3

64-bit

Oracle E-Business Suite 12.1.1DEV, UAT

http://ebsdev01.clearsecurity.local:8006

Gigabyte Ethernet

Clone PRD to DEV and UAT

Oracle PIP/AIA2.5/SOA10g

Integration PROD and UAT Server

EBS Developers

Physical Server in Melbourne Office

One physical server for DEV and UAT

appsTier and dbTier

DMZ Firewall

CRM on Demand

Lead to order PIP integration

One physical server for DEV and UAT

appsTier and dbTier

Lead to order PIP integration

4 x Quad Core 2.67GHz CPU

8G RAM


12G RAM


16G RAM

2 x Quad Core 2.5GHz

CPU32G RAM

Oracle Linux 5.3 32bit OS

OEM Grid Control (10.2.0.5)

1 x Core 2.67GHz CPU

8G RAM

External EBS Users via CRM to check stock info

External Firewall

DMZ Firewall

CS Proxy Server for AIA Integration

Internal Firewall

Oracle EBS R12 Web Entry for external usershttp://ebsapps01.clearsecurity.local:8010

Internal FirewallTelstra Private Netowrk


Development •  Install PIP SOA server •  Request via SR to Oracle Support to grant privileges and create objects

•  Configure PIP to integrate between DW CRMOD and DW EBS Vision environment

•  Configure CRMOD as per PIP installaAon/implementaAon document

•  Configure EBS as per PIP installaAon/implementaAon document

•  Test each integraAon provided by PIP •  IdenAfy & fix integraAon failures and issues.


User Acceptance TesAng

•  Test standard E-‐business Suite Financials funcAonality

•  Test each integraAon –  Customer Account IntegraAon – Two way –  Product IntegraAon – One way from EBS to CRMOD –  Opportunity/Quote to Quote/Order – One way from CRMOD to EBS –  Customer Account UI integraAon – new link inside CRMOD page to open EBS

customer details page –  360 degree view -‐ new link inside CRMOD page to open EBS 360 degree view page

against a customer –  Quote UI integraAon – new link inside CRMOD page to open EBS HTML Quote

page


IntegraAon Required

•  IntegraAon between Oracle E-‐Business Suite and Oracle CRM On Demand using the ApplicaAon IntegraAon Architecture (AIA) foundaAon and the pre-‐build integraAon PIP.

•  Plaaorm choice •  Product, Account, Opportunity to quote and UI integraAon


Plaaorm Choice

•  Unified Method •  Pre-‐built architecture •  Comprehensive integraAon – Pre-‐built integraAon – End to end process support – Rich integraAon plaaorm (adapters, gateway and repository)


Oracle Unified Method SOA


Oracle Applica,on Integra,on Architecture


A Comprehensive IntegraAon The Business Value of Prebuilt IntegraAon

Can

Process

Oracle AIA

UI

Data

Advanced

Basic

Typical Vendors 3rd-‐Party

CustomizaAon

Middlew

are Vendors

Streamlined and Seamless Lead-‐to-‐Order Process

Complete a flow in CRMOD without going elsewhere

CRMOD data is consistent and up to date with other applicaAons


A Comprehensive IntegraAon Delivers True End-‐to-‐End Process Support

Lead to Order Integra,on Pack for Oracle CRM On Demand Oracle EBS

Create Quote Create Lead Convert Lead to Opportunity Create Order

Streamlined Front-‐to-‐Back Office Business Process

Oracle ApplicaAon IntegraAon Architecture

Siebel CRMOD JD Edwards Oracle EBS Other

Integrated User Experience and 360 Degree View of Customer


SOA and EBS R12

•  IntegraAon Repository •  Integrated SOA Gateway – Publishing a PL/SQL Package as Web Service – Securing Your Published Web Service

•  Apps Adapter in Oracle SOA Suite


R12 IntegraAon Repository


R12 Publish PL/SQL Package as Web Service


R12 Published Web Service Security


Oracle SOA Apps Adapter Applica,on Context: –  OperaAng Unit / OrganizaAon ID, Username, Responsibility and NLS

Mul,-‐Org Support and NLS Support Oracle SOA Suite

ESB B2B

BPEL PM BAM

Oracle EBS

Adapter

Open Interface Table & Concurrent Programs

XML & eCommerce Gateway

PL/SQL API, Views, Business Events

IntegraA

on Rep

osito

ry


Business Process OrchestraAon

•  Opportunity/Quote IntegraAon Flow –CRM OD to EBS

•  Customer/Accounts IntegraAon Flow -‐ CRM OD to/from EBS

•  Lead to order


High Level Business Process OrchestraAon -‐ CRMOD to EBS

Oracle Applica,on Integra,on Architecture (AIA)

ORACLE FUSION MIDDLEWARE

Hosted by Oracle

CRMOD Integra,on Event Queue

JDBC

Deployed On Premise @ Customer*

Web Service Call over Public Internet


High Level Business Process OrchestraAon – EBS to CRMOD

Oracle Applica,on Integra,on Architecture (AIA)

ORACLE FUSION MIDDLEWARE

JDBC

Deployed On Premise @ Customer*

Hosted by Oracle

Web Service Call over Public Internet

WF_BPEL_Q

Business Events


Product IntegraAon Flow – EBS to CRM OD


Lead to Order Business Process


Opportunity/Quote IntegraAon Flow –CRM OD to EBS

Create opportunity

quote

Priority Queue

CRMOD

De-‐Queue

Message ValidaAon/

TransformaAon

Apps Adapter –

HTML Quote Create

SOA/PIP

HTML Quote

E-‐Business Suite

Internet


Customer/Accounts IntegraAon Flow -‐ CRM OD to/from EBS

Create Update customer account

Default Queue

CRMOD

De-‐Queue

Message Valid/ Transfm

Apps Adapter – Customer acc create/

upd

SOA/PIP

APPS API Create cust

acct

E-‐Business Suite

Internet

Update cust acct

Business Event Queue

Call CRMOD Webservice De-‐

Queue

Message Valid/ Transfm


User Interface IntegraAon -‐ CRMOD Opportunity-‐Quote Applet


User Interface IntegraAon -‐ EBS R12.1.1 Quote Drill Down


Overview of SOA IntegraAon with EBS -‐ Outbound


Obstacles overcome

•  InstallaAon •  DocumentaAon •  CRMOD upgrade •  Further data required in the PIP

•  Dev/Test environment rebuild


Lessons Learned

•  DocumentaAon •  TesAng •  Phased Methodical Approach •  Keep to the plan •  ConAngency


Summary

•  Plan, document and test •  Manage a cerAfied plaaorm •  Use a framework •  Build incremental complexity


Contact •  www.Dataweave.com.au •  Dataweave 1300 56 88 44 •  [email protected] •  [email protected]

•  [email protected]

Database, Fusion, Oracle ApplicaAons and Licensing


Any QuesAons?

developer & fusion middleware 2 _ michael baggott _ lead to order integration of crm on emand...

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