dinesh wp siebel crm to fusion crm

Siebel CRM to Fusion CRM

Version 1.0

Document Properties

Document Owner Dinesh Chandrasekar

Creation Date 08-20-2007

Business Process

Revision History

Version Revision Date Author(s) Revision Notes

0.1

Confidential © Sierra Atlantic, Inc

Table of Contents

SIEBEL TO FUSION ................................................................................................................... 1

REVISION HISTORY .................................................................................................................. 1

TABLE OF CONTENTS .............................................................................................................. 2

INTRODUCTION: ..................................................................................................................... 3

1. SIEBEL TO FUSION ROADMAP: ........................................................................................... 4

1.1 PLATFORM REPLACEMENT: ............................................................................................... 4

1.2 APPLICATION SERVICES ................................................................................................... 5

2. SIEBEL PLATFORM EVOLUTION TO FUSION: .......................................................................... 5

2.1 BPEL PROCESS DESIGN AND ORCHESTRATION: ....................................................................... 5

2.2 PORTAL DELIVERY WITH JDEVELOPER AND OPS: .................................................................... 6

2.3 COMPOSITE SOA APPLICATION: ............................................................................................. 7

3. SIEBEL APPLICATION MIGRATION TO FUSION: ........................................................................ 8

3.1 SIEBEL META DATA BASED ARTIFACTS: ................................................................................ 9

3.2 SIEBEL METADATA TO FUSION METADATA MIGRATION: .......................................................... 10

3.3 MIGRATING USER INTERFACE ARTEFACTS:.......................................................................... 11

4. SIEBEL CRM SOA ENABLEMENT: ............................................................................................ 12

5. INFRASTRUCTURE ENHANCEMENTS FOR SOA: .......................................................................... 13

6. SIEBEL INFRASTRUCTURE AND TOOLING ENHANCEMENTS: .......................................................... 14

7. FUSION SERVICE ORIENTED ARCHITECTURE PLATFORM: ............................................................. 14

8. FUSION MIDDLEWARE: ........................................................................................................ 15

9. FUSION MIDDLE SUPPORT FOR MICROSOFT TECHNOLOGY: .......................................................... 15


INTRODUCTION:

“Fusion” – In line with the dictionary meaning “an amalgam or mixture of many”. Oracle Fushion Suite aimed to be an integrated product having the best of the breed business processes and technologies from Oracle’s on going & recent corporate acquisitions i.e. JD Edwards, Peoplesoft, Retek, iFlex, Siebel etc.

Oracle is in the process of developing a unified enterprise application – Fusion, which is slated to be released sometime in the Year 2008. Changes to impact technology stack, user interface and supported business flows.


1. Siebel to Fusion Roadmap:

1.1 Platform replacement:

Siebel Presentation tier with FMW ( Fushion Middleware) and ADF (Application Development Framework)

Delivers standards based, highly interactive (AJAX) presentation framework

Use any major J2EE container

Use any JSR168-compliant portal

Siebel File System with Oracle Content DB Siebel


1.2 Application Services

Siebel Search solution with Oracle SES

Siebel Mobile Services to Fusion

Standards based mobile sync services

Disconnected Fusion Applications

Siebel Management console with Oracle Enterprise Manager

2. Siebel Platform Evolution to Fusion:

2.1 BPEL Process Design and Orchestration:


2.2 Portal Delivery with JDeveloper and OPS:


2.3 Composite SOA Application:

Presentation Tier:

Oracle FMW 10.1.3 SOA Business Logic:

Using Siebel SOA enabled CRM services


3. Siebel Application Migration to Fusion:


Client/Server to Distributed architecture

Move from VB script to ECMA JavaScript

UI technology while different, still thin, and based on templates and metadata

Java 6 supports ECMA JavaScript execution 3.1 Siebel Meta Data based Artifacts:


3.2 Siebel Metadata to Fusion Metadata Migration:


3.3 Migrating User Interface Artefacts:

Migration creates all bindings. The # of list columns, sequence and display text are preserved in Siebel view becomes JSF JSP page. Siebel list control becomes an ADF rich table. Siebel CRM is the primary design point for Fusion CRM

Inherits the Siebel CRM data model

Inherits Siebel object model

Where there are common elements between Siebel and Fusion existing schema we will ensure abstraction/low impact to the native applications.

Fusion uses metadata

The same design principle as Siebel

Higher levels of developer productivity

Support for continuous upgrades

Support for metadata-metadata migration Oracle will extend the Siebel product line with Fusion CRM capabilities


So some of your applications will remain untouched (because they’re already on Fusion)

Siebel Business Analytics (now OBIEE ) is the platform for Fusion Analytics

4. Siebel CRM SOA Enablement:

4.1 Web Services support

Loosely coupled, coarse-grained Independent of platforms and programming languages.

Enables easy use, reuse and deployment of services.

Supports consumption and publication of web services.

Easy creation through Wizards.

4.2 Based on Core Web Services Standards:

Web Services Description Language (WSDL) 1.1

Simple Object Access Protocol (SOAP) 1.1.

WS-I Basic Profile 1.0


5. Infrastructure enhancements for SOA:

5.1 Session Multiplexing for Web Services:

Reduce Memory consumption in the server.

Ideal for Batch based web service transactions.

5.2 Access Control on Web Services:

The position and responsibility of the user determines the access the user has to Web Services

Access control also constrains data retrieved by the Web Service

Full Audit on Web services

5.3 Greater Fidelity:

Access to Web Services can be controlled by associating the underlying Business Service and also the Business Service Methods with a set of responsibilities.


6. Siebel Infrastructure and Tooling enhancements:

6.1 Web Services Deployment Wizard:

Makes Web Services creation based on Business Service and Workflow easier.

6.2 Property Set Hierarchy input/output support:

New converter service methods to support PS to Integration Object Hierarchy conversion and vice versa

6.3 Integration Object Definition Wizard:

Takes an Integration Object as a skeleton and completes the definition (e.g. adding xml tags, ordering, etc.) to be used for describing property sets.

6.4 Large file attachment support:

Stream processing of large file attachments as well as large XML documents used in web service runtime to greatly reduce the memory consumption

7. Fusion Service Oriented Architecture Platform:

Fig: Siebel SOA Architecture


8. Fusion Middleware:

8.1 Supported J2EE Application Servers:

Oracle OAS

IBM WebSphere

BEA Weblogic

RedHat JBoss

8.2 Supported RDBMS:

Oracle 10G

DB2/390

DB2 UDB

SQL Server

mySQL 9. Fusion Middleware Support for Microsoft Technology:

Platform Windows Platform, SQL Server, Active Directory, Clustering, Web Cache, Web Services – interoperability, OWSM, BPEL

System Management Enterprise Manager MSFT plug-ins

Security & Identity Management Active Directory, Exchange/AD Provisioning, SSO-Windows Logon, Federation

Product Interoperability

BizTalk, SQL Server, Share point, Exchange, Active Directory.

Developer Experience

ADF, VS Team System, VSTO

User Productivity

Word, Excel, InfoPath, Outlook BPEL, BAM, Portal, BI, Reporting

Author Dinesh Chandrasekar DC* Practice Director CRM & MDM CoE


Sierra Atlantic Software Services Ltd, India “Dinesh Chandrasekar is the global Practice head for CRM & MDM CoE, at Sierra Atlantic Inc. He has over decade of experience in multiple CRM & MDM Packages Implementations, Consulting & Industry Solutions Domain expertise and published various whitepapers and articles in various Oracle and non Oracle Forums. Before joining Sierra Atlantic, he worked with GE Capital Software and Citibank Technologies. Dinesh comes with a rich experience and expertise in solution orchestration of CRM, MDM and Analytics solutions.” Email: dinwin@ hotmail.com http://in.linkedin.com/in/dineshchandrasekar

Motivation is everything. You can do the work of two people, but you can't be two people. Instead, you have to inspire the

next guy down the line and get him to inspire his people

http://in.linkedin.com/in/dineshchandrasekar

dinesh wp siebel crm to fusion crm

Technology

confidential

siebel application

siebel platform

fusion metadata

2 application

siebel crm

1 platform

web services