dq xi seiebel ucm_user guide

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Data Quality for Oracles Siebel UCM 11.7.0.0

April 2008

BusinessObjects Data QualityManagement for Oracles Siebel UCM 8.0

Users Guide


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&RQWDFWLQIRUPDWLRQ Contact us on the Web at http://www.businessobjects.com/support

If you find any problem with this documentation, please report it to Business Objects

in writing at [email protected].

If your issue concerns a Business Objects product and not the documentation, please

contact our Customer Support experts.

&RS\ULJKW Copyright 2008 Business Objects. All rights reserved.

3DWHQWV Business Objects owns the following U.S. patents, which may cover products that are

offered and sold by Business Objects: 5,555,403, 6,247,008 B1, 6,578,027 B2,

6,490,593 and 6,289,352.

7UDGHPDUNV Business Objects, the Business Objects logo, Crystal Reports, and Crystal Enterprise

are trademarks or registered trademarks of Business Objects SA or its affiliated

companies in the United States and other countries. All other names mentioned herein

may be trademarks of their respective owners.

7KLUGSDUW\FRQWULEXWRUV Business Objects products in this release may contain redistributions of software

licensed from third-party contributors. Some of these individual components may

also be available under alternative licenses. A partial listing of third-party

contributors that have requested or permitted acknowledgments, as well as required

notices, can be found at: http://www.businessobjects.com/thirdparty
http://www.businesobjects.com/supportmailto:[email protected]:[email protected]://www.businesobjects.com/support


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Preface.............................................................................................................7About this guide.........................................................................................7

Conventions ...............................................................................................7

Assumed audience .....................................................................................7

Naming conventions ..................................................................................7

About versions ...........................................................................................7

Access the latest Business objects documentation ....................................8

Chapter 1:

Overview ........................................................................................................ 9

Data quality overview ....................................................................................10

What is data quality? ...............................................................................10

What steps are involved in data quality? .................................................10What is Data Quality for Oracles Siebel UCM?...........................................13

Who updates Data Quality for Oracles Siebel UCM?............................13

Siebel Data Quality Universal Connector license and documentation....13

Firstlogic ..................................................................................................13

Address-cleansing transforms..................................................................13

Parsing and standardization-transforms...................................................13

Match transforms .....................................................................................13

Flexible business rules and configuration................................................13

Introduction to BusinessObjects Data Quality XI..........................................14

Data quality hub.......................................................................................14

More information about BusinessObjects Data Quality XI.....................14

Access BusinessObjects Data Quality XI documentation .......................15

Chapter 2:

Installation ................................................................................................... 17

System requirements on your Siebel systems ................................................18

Operating system requirements ...............................................................18

Installation scenarios ......................................................................................19

System with Windows server ..................................................................19

The installation process..................................................................................20

Prerequisite: Siebel Data Quality Universal Connector ..........................20

Step 1: Install BusinessObjects Data Quality XI, copy the dataflows, and

disable unused address engines ...............................................................20

Step 2: Install the Data Quality for Oracles Siebel UCM software........20Step 3: Application Administration setup................................................20

BusinessObjects Data Quality XI installation notes and procedures .............21

Install BusinessObjects Data Quality XI .................................................21

Copy dataflows and transforms to BusinessObjects Data Quality XI

installation................................................................................................21

Disable unused address cleanse engines..................................................22

Installing Data Quality for Oracles Siebel UCM on your Siebel system .....24

Install your Data Quality for Oracles Siebel UCM software .................24

Manual updates to configuration .............................................................24
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Start the BusinessObjects Data Quality XI Server..................................24

Administrative setup ...................................................................................... 26

Change the third-party DLL name ..........................................................26

Edit the Siebel configuration file (for clients)......................................... 26

Enabling data quality through the Siebel application.............................. 26

Chapter 3:

Configuring Data Quality for Oracles Siebel UCM............................... 29

The client configuration file .......................................................................... 30

Format of the file..................................................................................... 30

Editing the file......................................................................................... 30

File parameters ........................................................................................ 30

Default Siebel configuration supported ......................................................... 31

Business components supported by default ............................................31

UCM batch object supported................................................................... 31

Siebel fields supported by default...........................................................31

Chapter 4:

Using Data Quality for Oracles Siebel UCM.......................................... 35

Interactive cleansing with Data Quality for Oracles Siebel UCM ............... 36

Using interactive cleansing .....................................................................36

Interactive matching and consolidation with Data Quality for Oracles

Siebel UCM ...................................................................................................37

Populate the match key value.................................................................. 37

Identify duplicate records........................................................................ 37

Remove duplicate records .......................................................................37

Batch processing ............................................................................................ 39

Setting the Where Clause ........................................................................39

Batch option components ........................................................................39

Creating a new batch job ......................................................................... 40

Running a batch job................................................................................. 41

Running the batch process from the command line ................................ 41Incremental Data Matching jobs .............................................................42

Batch jobs with the UCM Batch Manager .............................................. 42

Batch job considerations ................................................................................ 44

Cleansing business components in proper order .....................................44

Running batch processes simultaneously................................................44

Avoid cleansing the siebel administrator record ................................. 44

Consolidation after batch match ....................................................................45

Viewing duplicate records....................................................................... 45

Merge duplicate records .......................................................................... 45

For UCM Batch Manager........................................................................ 45

Chapter 5:

Concepts for customized applications....................................................... 47

Master configuration...................................................................................... 48

Configuration options.............................................................................. 49

Dataflow input/output field names ................................................................ 52

Add a new field .......................................................................................52

Remove a field ........................................................................................52

Example: adding new fields for cleansing/matching.....................................53

Working with address-cleansing errors ......................................................... 55

Posting address errors to your Siebel database ....................................... 55


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Customizing and suppressing error messages .........................................55

Chapter 6:

Tips and troubleshooting............................................................................ 57

Parsing and standardization............................................................................58

Error on M/M field ..................................................................................58

BusinessObjects Data Quality XI...................................................................59

BusinessObjects Data Quality XI connection troubles............................59

Logging....................................................................................................59

Crash on DQXI service............................................................................59

Address cleanse transform change me setting .....................................60

Transaction dataflows..............................................................................60

Address cleansing...........................................................................................61

1030 error.................................................................................................61

Error on State or Country fields...............................................................61

Match/consolidate ..........................................................................................62

Interactive matching seems unusually slow ............................................62

Batch processing errors ..................................................................................63

Problems processing large record sets.....................................................63

Match Key Generation.............................................................................63Client and server issues ..................................................................................64

Client hangs .............................................................................................64

Client hangs/Data Quality Server windows Service not started

automatically............................................................................................64

Appendix A:

Reference.......................................................................................................65

Business component and dataflow reference...........................................65

Index ..............................................................................................................67


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$ERXWWKLVJXLGHThis guide provides a general overview of BusinessObjects Data QualityManagement for Oracles Siebel UCM 8.0, as well as specific information for

installing and integrating this product into your Siebel environment.

&RQYHQWLRQV This document follows these conventions:

$VVXPHGDXGLHQFH This manual assumes that the people responsible for integrating BusinessObjects

Data Quality Management for Oracles Siebel UCM 8.0 are experienced users of

Siebel UCM and that the Siebel system has been fully configured to work with

this product.

This manual does not explain basic operation of Siebel UCM. For questions about

Siebel UCM, consult the appropriate Siebel documentation or Siebel technical

support.

1DPLQJFRQYHQWLRQV For brevity, BusinessObjects Data Quality Management for Oracles Siebel UCM8.0 is often in this guide called Data Quality for Oracles Siebel UCM.

$ERXWYHUVLRQV BusinessObjects Data Quality Management for Oracles Siebel UCM 8.0

supports only version 8.0 of Oracles Siebel UCM.

& R Q Y H Q W L R Q ' H V F U L S W L R Q

Bold We use bold type for file names, paths, emphasis, and text that

you should type exactly as shown. For example, Type cd\

dirs.

Italics We use italics for emphasis and text for which you should sub-

stitute your own data or values. For example, Type a name for

your file, and the .txt extension (testfile.txt).

Menu

commands

We indicate commands that you choose from menus in the fol-

lowing format: Menu Name > Command Name. For example,

Choose File > New.

We use this symbol to alert you to important information and

potential problems.

We use this symbol to point out special cases that you should

know about.

We use this symbol to draw your attention to tips that may be

useful to you.


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In addition to the documentation installed on your computer during installation of

this product, you can access all the supported Business Objects documentation

from the Business Objects Customer Support site.

1. Go to http://www.businessobjects.com.

2. From the Support pull-down menu, choose Documentation.

3. On the Documentation screen, choose Product Guides and navigate to the

document that you want to view.

You can view the PDFs online or save them to your computer.
http://www.businessobjects.com/http://www.businessobjects.com/


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Before using BusinessObjects Data Quality Management for Oracles Siebel

UCM 8.0, you should understand some data quality concepts. A basic familiarity

with these concepts will help you to understand what Data Quality for Oracles

Siebel UCM does, and why your company benefits from data quality.


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:KDWLVGDWDTXDOLW\" Data quality is a process of arranging customer information in a logical and

consistent order while cleansing, standardizing, and enhancing the data. The

process then combines related records to avoid duplicate entries. This process

adds value by creating a single view of your customers.

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Generally, data quality requires five main steps:

This version of Data Quality for Oracles Siebel UCM fulfills these steps of the

data quality process:

parsing

correction

standardization

matching

consolidation

3DUVLQJ Parsing involves checking the structure and content of each field of a contacts

information, for example. During parsing, checks ensure that data appears where

it belongs; an address does not appear in a name field, for example. Some of the

more common elements to search for in a record during parsing include first and

last name, title, company name, business versus personal mailing address, e-mail

address, phone number (business, cell, fax), and social security number. Data in

Siebel is often entered in discrete fields, and doesnt need to be parsed. However,

you may configure your application to accept a multiline input that is parsed.

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Correctioncan begin after parsing is complete and data resides in the proper

fields. In order to correct data, it becomes necessary to use secondary data

sources, such as the U.S. Postal Services National Directory or an international

postal directory, to check and validate address information. Using these

secondary sources, a program can check, for example, whether La Crosse,

Wisconsin is associated with the ZIP code 54601, whether Harborview Plaza is

actually a valid street name in La Crosse, and whether 100 is a valid address forthat street.


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data, it is important

to standardizethe

data.

Standardization

works in

conjunction with

correction and parsing as it arranges customer information in a consistent andpreferred format. This facilitates successful matching and consolidation of data

elements. Examples of standardization include removal of dashes from a phone

number or social security number, use of a common abbreviation such as DEPT

for department number, or common representations of title such as Mr., Ms.,

Mrs., and Jr. It also includes the application of standard address elements such as

converting Street to St and converting South West to SW.

0DWFKLQJ Once a quality customer record exists, matchingshould become part of the data

quality analysis to eliminate redundancies. During the matching step, software

searches existing customer data records using specific business-defined criteria to

look for similar records. If no match is found, the data quality process is

complete. If a match is found, however, then there is one final step required.


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&RQVROLGDWLRQ When a match is found, simply identifying all of the related records in the

database is not enough to create a single view of the customer. Consolidationuses

the data found during matching to combine all of the similar data into a single

consolidated view of each customer. In Data Quality for Oracles Siebel UCM,

consolidation is accomplished by eliminating inferior records, or by merging the

matching records through Siebels merge process.

These data quality concepts provide a foundation that helps a business to develop

a clear picture of the customer, which can improve both efficiency and

effectiveness. Because there are so many touch points for customer data in an

organization, this activity has far-reaching implications in how you conductbusiness on a day-to-day basis.


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Data Quality for Oracles Siebel UCM is software that provides the correction

and standardization steps in the data quality process.

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Data Quality for Oracles Siebel UCM is created and maintained by Business

Objects, an SAP Company.

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To install and use Data Quality for Oracles Siebel UCM, you must have a

software license for the Siebel Data Quality Universal Connector as part of your

Siebel configuration. The Siebel Data Quality Universal Connector is licensed

separately from Siebel UCM 8.0.

The functionality of the Siebel Data Quality Universal Connector used by this

product is documented in the Oracle publication, Siebel Data Quality

Administration Guide, Version 8.0.

)LUVWORJLF Within the GUI of Data Quality for Oracles Siebel UCM and in the document

Siebel Data Quality Administration Guide, Version 8.0, the term Firstlogic is

mentioned as a setting, technology, and as a software vendor. Since the creation

of the Siebel Data Quality Universal Connector, Firstlogic has been acquired by

Business Objects and the technologies or settings referred to as Firstlogic are

used by this product. In short, when you see the word Firstlogic, it applies to this

product.

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The address-cleansing transforms use address directories compiled from postal

authorities such as the United States Post Office, and other sources. Depending on

the country transforms you purchase, Data Quality for Oracles Siebel UCM can

cleanse both domestic (U.S.) and global addresses.

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The parsing and standardization transforms use name dictionaries to find and, if

necessary, add or fix name and firm (business name) information from your

source data. For example, based on the name dictionary information, you can add

to your data other name-related components, such as gender, titles, and so on.

0DWFKWUDQVIRUPV The match transforms bring sophisticated record-matching and consolidation

technology to your Siebel applications.

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Siebel administrators can fine-tune the results of Data Quality for Oracles Siebel

UCM by making changes to the BusinessObjects Data Quality XI dataflows that

are provided with the program.For information about modifying dataflows, see

the BusinessObjects Data Quality XI documentation.

You can integrate Data Quality for Oracles Siebel UCM no matter how youve

customized your Siebel application. For information about how to configure Data

Quality for Oracles Siebel UCM for a customized Siebel application, see

Concepts for customized applications on page 47.


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As a Data Quality for Oracles Siebel UCM user, you may wonder what

BusinessObjects Data Quality XI is and what it means to you. After installation,

you can use Data Quality for Oracles Siebel UCM with little thought given to

BusinessObjects Data Quality XI, because it handles the data quality processes

behind the scenes. The version of BusinessObjects Data Quality XI shipped as

part of the Data Quality for Oracles Siebel UCM is customized to run only aspart of the Data Quality for Oracles Siebel UCM, but the technology of

BusinessObjects Data Quality XI offers other potential solutions to your

enterprises data quality needs.

This section provides an overview of what BusinessObjects Data Quality XI

does, independent of its use within the Data Quality for Oracles Siebel UCM,

and tells you where you can find more information about BusinessObjects Data

Quality XI.

'DWDTXDOLW\KXE BusinessObjects Data Quality XI is the next generation data quality platform that

allows you to tie in all of your data quality needs to a single hub. Many users of

Data Quality for Oracles Siebel UCM also have data quality needs in otherapplications or other areas of their enterprise. Instead of having many disparate

solutions for each area of your enterprise, you can use BusinessObjects Data

Quality XI as the backbone for all of your data quality needs. With

BusinessObjects Data Quality XI, you can centralize and standardize this

processing through the following features.

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All of the business rule definitions are stored in a single repository that can be

shared by all applications that use BusinessObjects Data Quality XI. You can

organize business rules into reusable objects that can be shared to meet your

enterprise requirements.

You can use the same objects in a project for the Data Quality for Oracles SiebelUCM, your own custom application that incorporates BusinessObjects Data

Quality XI, or direct batch processing through BusinessObjects Data Quality XI

itself. This means that you can create data quality standards that are truly shared

across your entire enterprise.

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BusinessObjects Data Quality XI is built on service-oriented architecture

principles. That means that BusinessObjects Data Quality XI is a service that can

work with your other applications.

You can set up any number of instances of the BusinessObjects Data Quality XI

Server software, and your applications (including Data Quality for Oracles

Siebel UCM) can communicate with that server directly, or via a web server using

the BusinessObjects Data Quality XI web service. This means that all of your

data quality processing can happen in one centralized area.

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For more information about BusinessObjects Data Quality XI, see the

BusinessObjects Data Quality XI documentation. The documentation is available

in electronic format, both in a printable PDF file and an online help format.


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After installing BusinessObjects Data Quality XI, you can access the

documentation from shortcuts on the Start menu.

To access the documentation:

1. Choose Start > Programs > BusinessObjects XI Release 2 >

Data Quality 11.7 > Documentation.

2. Click the appropriate shortcut for the documentation you want to view.

Documentation is installed as a separate component. The documentation

for BusinessObjects Data Quality XI is an optional installation component in

most cases. If you dont install the documentation while installing

BusinessObjects Data Quality XI, it wont be available on your system.


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This chapter explains the requirements and procedures for installing the

BusinessObjects Data Quality Management for Oracles Siebel UCM 8.0.


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In some cases the requirements for servers or thick clients that use Data Quality

for Oracles Siebel UCM exceed those of regular Siebel servers or thick clients.

These requirements are documented in the following sections.

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This section describes which operating systems are supported for this product.

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Windows 2000

Windows 2003

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Windows 2000

Windows XP

This section does not discuss the system requirements for running the

BusinessObjects Data Quality XI portion of BusinessObjects Data Quality

Management for Oracles Siebel UCM 8.0. For that information, see the

BusinessObjects Data Quality XI documentation that is included in this

software package.


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As you integrate Data Quality for Oracles Siebel UCM, you must consider that a

computer running Siebel software might be used as a server, a connected thick

client, a mobile thick client or a zero-footprint client.

6\VWHPZLWK:LQGRZVVHUYHUData Quality for Oracles Siebel UCM is run on either a Siebel server computer, athick (mobile) client computer, or a zero-footprint client computer.

&RQQHFWHGWKLFNFOLHQWV The term connected thick client refers to a thick client computer that always

has access to a Siebel server computer. These types of thick clients require some

setup to be able to run Data Quality for Oracles Siebel UCM, but only require a

very small amount of disk space for Data Quality for Oracles Siebel UCM-

related files (approximately 1 MB). If you want to use the Siebel Simulator to test

UCM workflows before publishing, you may be using this scenario.

0RELOHWKLFNFOLHQWV The term mobile thick client refers to a thick client computer that may be used

remotely and isnt always connected to a Siebel server computer.

These clients can be set up to access a remote Data Quality for Oracles Siebel

UCM server (one available via the network) or you can install an additional Data

Quality for Oracles Siebel UCM server directly to the remote client. If you want

to use the Siebel Simulator to test UCM workflows before publishing, you may

be using this scenario.

=HURIRRWSULQWFOLHQWV You can configure Data Quality for Oracles Siebel UCM to operate on

zero-footprint (thin) clients. In this scenario, no files are installed on the client

computer, but are instead installed to a server computer.


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This section explains the high-level installation steps and tells you where to look

for more detailed steps.

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To install and use Data Quality for Oracles Siebel UCM, you must have a

software license for the Siebel Data Quality Universal Connector as part of yourSiebel configuration. The Siebel Data Quality Universal Connector is licensed

separately from Siebel UCM 8.0.

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Your first step is to install BusinessObjects Data Quality XI, copy the dataflows

that are used for Data Quality for Oracles Siebel UCM, and disable the unused

address engines.

For instructions on installing BusinessObjects Data Quality XI, see the

BusinessObjects Data Quality XI documentation, but for instruction on copying

the dataflows and other additional and necessary details, see BusinessObjects

Data Quality XI installation notes and procedures on page 21.

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Your next step is to install the software that powers the Data Quality for Oracles

Siebel UCM. This software allows your Siebel application to interact with the

BusinessObjects Data Quality XI Server you install in Step 1. You can install it to

the same computer that houses the Siebel server, or to any computer that is

available to the Siebel server and Siebel clients via the network.

For details on this installation step, see Installing Data Quality for Oracles

Siebel UCM on your Siebel system on page 24.

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You must change the DLL name for Data Quality for Oracles Siebel UCM. You

do this through the Application Administration screens of your Siebel

application.

For details on this step, see Administrative setup on page 26.


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This section describes issues unique to installing BusinessObjects Data Quality

XI as part of Data Quality for Oracles Siebel UCM, including a procedure to

copy the Data Quality for Oracles Siebel UCM dataflows and transforms from

the BusinessObjects Data Quality Integration Studio Dataflows installation

media and disabling unused address cleanse engines. You must complete the

installation and configuration of BusinessObjects Data Quality XI before

proceeding to the rest of the installation of Data Quality for Oracles Siebel UCM.

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You must install BusinessObjects Data Quality XI before installing the other

components of Data Quality for Oracles Siebel UCM. You can find instructions

for installing, configuring, and running BusinessObjects Data Quality XI in the

BusinessObjects Data Quality XI documentation.

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You can install BusinessObjects Data Quality XI on the same machine as the

Siebel server, on a different machine, or even on a machine with a different

operating system than the one that contains your installation of Siebel.

Business Objects strongly recommends that you create a new database instance

(depending on your database) for the BusinessObjects Data Quality XI Metadata

Repository and Global Parsing Option dictionaries.

Information about the system requirements for the machine on which you install

BusinessObjects Data Quality XI and the recommendations provided here are

included with the BusinessObjects Data Quality XI documentation.

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If you are already a BusinessObjects Data Quality XI customer (prior to the

installation of this product) and therefore have already installed a version of

BusinessObjects Data Quality XI, you must upgrade to BusinessObjects DataQuality XI 11.7.1.0, which is provided as part of this software package.

See the BusinessObjects Data Quality XI documentation for details of how to

upgrade.

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The BusinessObjects Data Quality Integration Studio Dataflows installation

media that ships with this product contains dataflows and transforms in the form

of.xml files that are specific to the functionality of the Data Quality for Oracles

Siebel UCM. You must copy the dataflows and transforms from the installation

media to your BusinessObjects Data Quality XI installation.

If you have a previous installation of BusinessObjects Data Quality XI and

you have customized any dataflows or transforms, copying the dataflows and

transforms from the installation media will overwrite the existing files and

therefore overwrite any customizations you have made. Before copying the

dataflows and transforms to your BusinessObjects Data Quality XI

installation, you should make a backup copy of all the files in the

DataQualityinstall\repository\folder, where DataQualityinstallis the

location of your BusinessObjects Data Quality XI installation (by default, c:\

dqxi\11_7).


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To copy the dataflows and transforms to your BusinessObjects Data Quality XI

installation:

1. From the BusinessObjects Data Quality Management for Oracles Siebel

UCM 8.0 UCM Dataflows installation media, copy the folder repository

(and all the folders and files within) to the folder DataQualityinstall\, where

DataQualityinstallis the location of your BusinessObjects Data Quality XI

installation (by default, c:\dqxi\11_7).

2. When prompted for permission to overwrite files, choose Yes to all. The

files are copied to their correct locations in subdirectories of the folder

DataQualityinstall\repository\.

3. Restart the BusinessObjects Data Quality XI Server.

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After installing BusinessObjects Data Quality XI and copying the additional

dataflows and transforms, you must disable in BusinessObjects Data Quality XI

the country-based address cleanse engines that you did not purchase in order for

this product to work properly.

The following is the list of BusinessObjects Data Quality XI address engines that

you can disable:

Australia Plugin

Canada Plugin

Global Address Cleanse Japan (for Japanese Unicode data)

Japan Plugin

Multi Country Plugin

USA Plugin

These address engines are configured with the assumption that you purchased all

of the address technology engines, so each engine is enabled upon installation. Ifyou purchased only a subset of the address processing engines, you must

manually disable the unused address cleanse engines.

To disable unused address cleanse engines:

1. In the BusinessObjects Data Quality XI Project Architect, go to projects/

blueprints/siebel/transactional_business_address_datacleanse.

2. Right-click any address cleanse engine you want to disable, and select

Disable from the context-sensitive menu.

Disabled engines are displayed as gray and indicated with the symbol 7 in

the upper-left corner.

3. Select the transform Global Suggest Lists Global.

4. For Global Suggest Lists Global, in the Option Group Name, select

ENGINES.

for

You may also want to disable individual address cleanse engines to allow

you to test only a certain address cleanse engine in isolation from others, or

for any other purposes. However, you must disable address cleanse engines

that are not purchased and used.


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5. In the Options pane, change the Value to NO for any engine you want to

disable, if the engine is available in the list.

6. Click the menu button Verify Project to make sure the dataflow is free of

errors.

7. Repeat the steps for other dataflows that use address cleanse transforms.


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V\VWHP

After you have installed and configured BusinessObjects Data Quality XI

according to the instructions in the BusinessObjects Data Quality XI

documentation, the next step is to install Data Quality for Oracles Siebel UCM

on your Siebel system.

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Usually you install this software to the same computer that houses your Siebel

server.

To install the software for the Data Quality for Oracles Siebel UCM:

1. From the Data Quality for Oracles Siebel UCM, run setup.exe.

2. After you accept the license agreement, follow the on-screen installation

instructions to install your software.

During the installation, you are prompted for various information about your

system and Siebel server. The installation attempts to automatically identify

some of this information. Be prepared to supply the following items, ifnecessary:

BusinessObjects Data Quality XI Server IP address and bootstrap file

location (by default, the bootstrap file is located in DataQualityinstall\

repository\configuration_rules\)

Destination folder location

Path to the Siebel root location directory (for example, c:\sba8\siebsrvr)

3. Reboot your system after the installation is complete.

If you chose the default location, setup installs files into the

c:\Program Files\BusinessObjects\DQ_for_Siebel folder and copies files to the

Siebelroot\bin and Siebelroot\SDQConnector folders. This Users Guide refers

to this path as the installation path. If you choose a different path for installation,

you must note this change when the document refers to the default path.

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You can make manual changes to the configuration information obtained at

installation. The configuration information is stored in the file

Siebelroot\SDQConnector\DQClient.xml.

If the setup routine could not connect to BusinessObjects Data Quality XI and

automatically update DQClient.xml, you must make these changes in order to

provide the information necessary for the Siebel server to communicate with the

BusinessObjects Data Quality XI Server. You must also make changes to this file

if the information about your BusinessObjects Data Quality XI Server changes.

For instruction on making changes to DQClient.xml, see The client

configuration file on page 30.

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After you have installed Data Quality for Oracles Siebel UCM, you must start

the BusinessObjects Data Quality XI Server (if it is not already running), before

this product can run data quality operations. For details on starting and stopping


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8 u h r ! ) D h y y h v

the BusinessObjects Data Quality XI Server, see the BusinessObjects Data

Quality XI documentation.

Before executing the UCM process with data quality enabled, you must have

completed all setup procedures for your Siebel system, as described in the

Siebel UCM documentation.


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There is some further administrative setup to perform. Before you can use Data

Quality for Oracles Siebel UCM, you must change the third-party DLL name in

the Application Administration screens, edit the Siebel configuration file, and

enable data quality through the Siebel application.

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To change the third-party DLL name:

1. Open the Site Map in the Siebel application.

2. Under Administration - Data Quality, clickData Quality Settings.

3. Click Third Party Administration.

4. For the Name Firstlogic, change the DLL Name from FirstlogicConnector

to DQClient.

For more information about using the administration screens, see the Siebel Data

Quality Administration Guide, Version 8.0.

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To enable data cleansing and deduplication, you must first set some

parameters in your Siebel configuration file. This is necessary only for your

clients, not your server. For UCM, this is necessary if you intend to run the

Siebel Simulator to test your UCM workflows.

1. Open your Siebel configuration file (siebel.cfg for example).

2. Locate the [DataCleansing] section.

3. For the value of the Enable parameter, enter True.

4. For the value of the Type parameter, enter Firstlogic.

This section of your configuration file might look like this:

[DataCleansing]

Enable = True

Type = Firstlogic

5. Save and close the configuration file.

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After setting up your configuration file, there are some additional steps you

must take to enable data cleansing and deduplication in your client/server

architecture.

)RUEDWFKSURFHVVLQJ To enable batch processing via your clients:

1. From your Siebel application, choose Administration - Server

Configuration > Servers > Components.

Note: You can repeat these steps for the [DeDuplication] section

also.You can enable the Data Cleansing and Deduplication options

independently; the two dont need to be the same value. Restart your

Siebel Server after making changes to the configuration files in order

to activate the changes.


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8 u h r ! ) D h y y h v

2. Choose Data Quality Manager from the list.

3. Click the Component Parameters tab.

4. To enable batch data cleansing, set the Data Cleansing Enable Flag to

True.

5. Enter Firstlogic as the Data Cleansing Type.

6. To enable batch deduplication, set the Deduplication Enable Flag to True.

7. Enter Firstlogic as the Deduplication Data Type.

8. Restart your Siebel Server to enable the change.

)RULQWHUDFWLYHSURFHVVLQJ To enable interactive data cleansing and deduplication, follow these steps.

1. Navigate to Administration - Server Configuration > Enterprise >

Component Definitions.

2. Select the appropriate component (for example, Sales Object manager).

3. To enable interactive cleansing, set the Data Cleansing Enable Flag to

True.

4. Enter Firstlogic as the Data Cleansing Type.

5. To enable interactive deduplication, enter Firstlogic as the Deduplication

Data Type.

6. Set the Deduplication Enable Flag to True.

7. Restart your Siebel Server to enable the change.

If you are licensed to use List Import, repeat the previous steps on the following

components:

List Import Service Manager

Workflow Process Batch Manager

Workflow Process Manager


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If you intend to use the UCM Batch Manager to execute CDM workflows,

repeat the previous steps on the UCM Batch Manager component. If you

want to use the interactive and batch process on regular CRM data of UCM,

you must also configure the UCM Object Manager.

For more information, see your Siebel UCM documentation and the Siebel

Data Quality Administration, Version 8.0 .


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Through the installation process, all of the necessary files are configured to

properly run BusinessObjects Data Quality Management for Oracles Siebel

UCM 8.0. You may, however, change items after installation. If you change

settings, refer to this chapter to reconfigure them properly.


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During the installation process, you install the client configuration file

(DQClient.xml) to each of the thick clients and to the Siebel server. If your

configuration requires any variations from the default settings, you must edit this

file.

)RUPDWRIWKHILOH DQClient.xml is an XML file. Here are the files contents:

dqxiserver120004

projects\blueprints\siebel\read_configuration_file.xmlc:\dqxi\11_7\repository\

configuration_rules dqxiserver1_substitutions.xml

(GLWLQJWKHILOH To edit the file, change the value between the opening and closing parameter tags.

)LOHSDUDPHWHUV The following table explains the parameters and valid values in this file.

Q h h r r 9 r p v v

DQXI_SERVER_IP The IP address of the BusinessObjects Data Quality XI

Server.

DQXI_SERVER_PORT The port number of the BusinessObjects Data Quality XI

Server.

DQXI_INITIALIZATION

_DATAFLOW_NAME

The name and path of the dataflow file that contains the

initialization settings for BusinessObjects Data Quality

Management for Oracles Siebel UCM 8.0. By default,

this setting is

projects\blueprints\siebel\read_configuration_file.xml

DQXI_REPOSITORY

_PATH

The path to the location of the BusinessObjects Data

Quality XI repository folder.

DQXI_SUBSTITUTION

_FILE

The name of the file that contains the BusinessObjects

Data Quality XI substitutions for data fields. By default

the file is

dqxiserver1_substitutions.xml.


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Data Quality for Oracles Siebel UCM is designed to work out of the box with

Siebels default configuration. However, some Siebel users have customized

applications that use specialized Business Components or fields.

This section explains which business components and fields are supported by

default. If your Siebel configuration matches the configuration below, you can

move on to Using Data Quality for Oracles Siebel UCM on page 35. If your

configuration differs, you will need to perform some additional setup. See

Concepts for customized applications on page 47 for further details.

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The following business components are supported with the default configuration

of Data Quality for Oracles Siebel UCM.

Account

Business Address

Contact

List Management Prospective Contact

CUT Address (for Vertical)

Personal Address (for Horizontal)

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The ability to run UCM batch jobs on the following object types is supported with

the default configuration of Data Quality for Oracles Siebel UCM.

Account

Contact

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This section discusses fields that are supported with the default configuration of

Data Quality for Oracles Siebel UCM.

If any of the default settings are missing from your configuration, you may need

to enter them in the Third Party Administration Field Mappings section for the

Business Components and their operations.

For example, the Contact Deduplication BC Operation may not include the

Primary State and Primary Street Address Field Mappings. If these mappings

do not exist, you must add them. For information on adding Field Mappings, see

the Siebel Data Quality Administration Guide, Version 8.0.

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Parsing and standardization occurs on the following Siebel fields, by default.

Siebel Industry Applications usually require some additional configuration.

For information on how data quality fields are mapped to Siebel Business

Component fields, see the Siebel Data Quality Administration Guide,

Version 8.0.


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$GGUHVVFOHDQVLQJ Address cleansing occurs on the following Siebel fields, by default.

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Matching and consolidation occurs on the following Siebel fields, by default.

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Account Name

Location

Contact Last Name

First Name

Middle Name

Job Title

List Mgmt Prospective Contact Last Name

First Name

Middle Name

Job Title

Account

Primary Account Location

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Business Address

CUT Address

Personal Address

List Mgmt Prospective Contact

Street Address

Street Address 2

City

State

Postal Code

Country

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Account Primary Account Street Address

Primary Account City

Primary Account State

Primary Account Postal Code

Primary Account Country

Name

Location

Dedup Token

Id


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Contact First Name

Middle Name

Last Name

Primary Account Name

Account Location

Primary Street Address

Primary City

Primary State

Primary Postal Code

Primary Country

Dedup Token

Id

List Mgmt Prospective Contact First Name

Middle Name

Last Name

Account

Primary Account Location

Street Address

City

State

Postal Code

Country

Dedup Token

Id

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35/68

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&KDSWHU8VLQJ'DWD4XDOLW\IRU2UDFOHV6LHEHO8&0

Now that you have finished setting up BusinessObjects Data Quality

Management for Oracles Siebel UCM 8.0, you can use its capabilities. For

example, you can run a batch session to cleanse all of the records that exist in

your database already.

Data Quality for Oracles Siebel UCM also includes real-time, interactive

processing so you can be sure that new records are properly cleansed on their way

in to your Siebel database.

This section serves as a supplement to the information found in the Siebel

Data Quality Administration Guide, Version 8.0 about running interactive

and batch data quality jobs. For detailed, step-by-step instructions on thedata quality functionality and running jobs within your Siebel application,

see the Siebel documentation.


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8&0

Data Quality for Oracles Siebel UCMs interactive or real-time cleansing

capability lets your Siebel users cleanse the data at the point of entry into your

Siebel database. You can cleanse both name and address data in interactive mode.

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For interactive name and address cleansing, Siebel users need to take no further

action. The data is cleansed automatically when they save the record, select

another record, or attempt to exit the program. In this example, one of your users

adds information for a new account. The data isnt entered properly, and the ZIP

code is left blank.

After the user steps off the record or saves the record, the cleansing takes place.

When the user returns to the original record, the data is cleansed.

The actual cleansing that takes place varies based on the Siebel screen youre

working in and based on any customizations you performed to Data Quality forOracles Siebel UCM. In this example, the following items were cleansed.

The street name was corrected and properly cased.

The city was spelled properly and cased properly.

The state was cased properly.

The ZIP code was added.

The country was spelled out and properly cased.


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2UDFOHV6LHEHO8&0

Data Quality for Oracles Siebel UCMs interactive (or real-time)

match/consolidate capability notifies your Siebel users when they enter a record

that might already exist in your Siebel database.

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The match key is used during the matching process to help narrow the candidates

for potential matches. This makes for quicker matching. This field is

automatically populated on records you create after installing Data Quality for

Oracles Siebel UCM.

To populate the match key value for records in your database prior to installing

Data Quality for Oracles Siebel UCM, run an initial match key generation batch

job. For information on running an initial match key generation batch job, see the

Siebel Data Quality Administration Guide, Version 8.0.

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To identify potentially duplicate records, your Siebel users need to take no extra

steps. The potential matches are identified automatically when they save the

record, select another record, or attempt to exit the program. To resolve the

duplicate, however, your users take an active role.

The user can select a matching record to which the current entered record will be

merged.

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After you enter a potentially matching record, the Possible Matching Accounts

screen appears.

The match key value is used only during interactive processing.

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To eliminate unwanted duplicate records:

1. To consolidate/merge the record you just created, click Pick.

2. To keep all records shown, click Ignore All.

3. If you keep all records, you can click the hyperlink of the record in the

Accounts List, and then click the Duplicate Accounts tab in the bottom

section. The potential matching records are shown there. Click Pick to merge

the records.


39/68


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Batch processing uses jobs to process records within a business component. You

can process all the records in a business component or you can select a subset of

the available records.

6HWWLQJWKH:KHUH&ODXVHThe Where Clause option allows you to selectively process records for DataQuality for Oracles Siebel UCM. For example, you can choose to process only

records that were updated on or after a certain day. This decision could save

processing time, because you wouldnt be processing records that you may have

already cleansed.

The Where Clause option is set up to operate the same way that the Where

Clauses within Siebel server Tasks operate. For more information on clauses and

running batch jobs in Siebel, see the Siebel Data Quality Administration Guide,

Version 8.0.

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You can customize the Data Quality Manager batch option components by

entering values in the Administration - Server Management > Jobs screen forthe following job parameters:

Buscomp Name

Business Object Name

Data Quality Setting

Operation Type

Also, you can create a Where Clause, if necessary.


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The following table shows configuration settings for creating Data Quality

Manager batch option components for this product.

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To create a new batch job:

1. From your Siebel application, navigate to Administration - Server

Management > Jobs.

From here you can create new batch jobs or view the results of a previous

batch run.

2. In the Jobs screen, click the New button to create a new job.

3. From the Component/Job field of your new job, select Data Quality

Manager.

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Accounts:

Account "",Yes,account_datacleanse.xml" Data Cleansing

Account "",Yes,account_match.xml" DeDuplication

Address datacleanse for horizontal applications:

Business Address "",Yes,business_address_datacleanse.xml" Data Cleansing

Personal Address "",Yes,business_address_datacleanse.xml" Data Cleansing

Address datacleanse for vertical applications:

CUT Address "",Yes,business_address_datacleanse.xml" Data Cleansing

Prospects:

List Mgmt Prospective

Contact

"",Yes,prospect_datacleanse.xml" Data Cleansing


Contact

"",Yes,prospect_match.xml" DeDuplication

Contacts:

Contact "",Yes,contact_datacleanse.xml" Data Cleansing

Contact "",Yes,contact_match.xml" DeDuplication

Incremental match for Accounts, Prospects, and Contacts:

Account "",No,account_incremental_match.xml" DeDuplication


Contact

"",No,prospect_incremental_match.xml" DeDuplication

Contact "",No,contact_incremental_match.xml" DeDuplication

The syntax of a Data Quality Setting must be precise. Any error in the syntax

could cause inaccurate results or cause a batch job to fail.


41/68


4. In the Job Parameters frame, click New to create a new job parameter.

5. For the Name field, select the following parameters:

Buscomp Name

Business Object Name

Operation Type

Data Quality Setting

6. In the Value field for each Name field parameter, enter an appropriate

value for the component you want to create.

5XQQLQJDEDWFKMRE If you just created a new batch job and are already in the Jobs screen with the

current job is selected, click Submit Job to run your batch job.

If you are not currently in the Jobs screen, follow this procedure.

To run a batch job:

1. From your Siebel application, choose Administration - ServerConfiguration.

2. Access the Job Detail menu.

3. Select the job you want to run.

4. Click Submit Job to start the batch process.

You can refresh the view to check the jobs status.

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FRPPDQGOLQH

You can also run a batch process request from the command line.

To run a batch process from the command line, enter the following commandsand enter information appropriate for your system in place of the italicized

items.

1. Go to the/bin subdirectory beneath the Siebel installation location on

your Siebel Server.

2. Enter the following command:

srvrmgr /ggateway server name/eenterprise server name/uusername

/ppassword/sSiebel Server name/llanguage (ENU for English)

3. For each batch task, type the following:

run task for comp DQMgr with BCName =Buscomp Name,BobjName = Business Object Name,

OpType =Operation Type,

ObjWhereClause=Object Where Clause,

ObjSortClause =Object Sorting Clause,

ConnectStr= Connect String,

DQSetting =Data Quality Value


42/68


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Incremental Data Matching jobs can be performed if you want to perform

matching for a subset of records in the database. For example, if you want to

perform matching on just the records that have been updated today, you could

include the Object Where Clause job parameter with the following value:

[Updated] = Today()

This job parameter requires all of the records that were updated today to be used

as master records. The job run then searches the entire database for potential

duplicates to the master records (including duplicates within the restrictions of

the Where Clause; in this instance, those updated today are compared against

each other as possible duplicates).

Because of this Object Where Clause, the job run does not check the records that

existed before today to find potential duplicates for them. It compares only pre-

existing records to find duplicates to the master records. Presumably, records that

existed before today have already been processed for duplicates, and in this job

you want to process only the new records, providing an efficiently smaller group

to be processed.

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Siebel UCM offers a Batch Manager for the execution of batch jobs. The

capability of Data Quality for Oracles Siebel UCM can be employed to provide

data quality operations on your UCM data management operations.

For example, through the UCM load process you might have incomplete or

inaccurate records to upload to a Siebel database. You can run the UCM Batch

Manager with the necessary UCM parameters to cleanse the incoming data and

perform a match against the existing data.

In this example, the UCM job is run for Account UCM on all the records that are

Queued-Insert.

In this example, the Data Quality setting would be different than those listed

in Batch option components on page 39. You would use a*_incremental_*.xml dataflow and the setting No instead of Yes as the

second value.

This section discusses the Batch Manager as used with Data Quality

functionality. For specific details in running jobs with the UCM Batch

Manager, see the documentation for Siebel Universal Customer Master at the

Siebel Bookshelf.


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When the UCM Batch Manager operation completes successfully, the data from

the SDH table is successfully cleansed and consolidated to give the best record, as

per the UCM process. Some records from the SDH table require manual

intervention to create the best version of the record.

To understand the consolidation of records that may be matches, see

Consolidation after batch match on page 45.


44/68


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When running batch jobs, you should consider the following issues.

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You should always perform address cleansing before parsing and standardization.

Before running batch match/consolidate for the first time, you must run batch

address cleansing and parsing and standardization.

If you plan to cleanse both the Contact and Account Business Components, you

must cleanse Account first.

Contact uses a calculated value to determine its internally stored Match

Candidate Token. This calculation uses data from the account that the contact is

associated with. Therefore, to keep this field up to date, Account must be

cleansed before Contact.

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You cannot run more than one batch process simultaneously.

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The read-only siebel administrator record must not be subjected to cleansing.

Since this record is dated January 1, 1980, a simple method to exclude this record

from the batch process would be to set a Where Clause that allows only records

that take place after this date to be processed. For example:

[Created] >= 1/2/80

This syntax requires that only records with a creation date on or after 1/2/80 are

processed. Any date after 1/1/80 but before the earliest creation date of other

records would produce the same result.


45/68


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By consolidating records, you get to choose which master record to keep. This

section explains how to consolidate your records by viewing the records and

merging duplicate records.

9LHZLQJGXSOLFDWHUHFRUGVAfter running the batch matching process, you can view the records that wereidentified as matches. Choose Navigate > Site Map > Administration - Data

Quality.

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To merge duplicate records in either the Duplicate Accounts, Duplicate Contacts,

or Duplicate Prospects screen:

1. Click the hyperlink of a record.

A Duplicate Resolution screen appears.

2. In the Sequence field, enter the sequence number for the record. Enter 1 for

the master record, or the record you want to keep. Enter 2 (or 3, 4, and so on)

for the subordinate records that will be merged into the main record.

3. Highlight all of the records in the group you want to merge.

4. Click Merge.

The master record (that is, the record you assigned 1 in the Sequence field) is

retained, with any missing fields in the record populated by data from the

other records in the order of sequence.

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During the UCM batch process, any records that require manual intervention are

queued in the Incoming Duplicates view in the Administration - Universal

Customer Master screen. You can manually review and resolve the duplicates that

are identified in the UCM batch process.

For details on this process, see the Siebel UCM documentation.


46/68



47/68

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BusinessObjects Data Quality Management for Oracles Siebel UCM 8.0 is

designed to work with Siebels default configuration, but users who have custom

fields or business components may need to perform some individual

configuration.

If you have a Siebel application in which you have renamed or added a Business

Component or field, there are some concepts with which you should become

familiar.

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Some customizations to the default configuration can be problematic. Before

proceeding on your own with far-reaching customizations, you should contact

Business Objects Global Services. Contact your Account Manager or BusinessObjects Customer Service to find out more about Business Objects Global

Services.


48/68


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The basic configuration of Data Quality for Oracles Siebel UCM is handled in

the BusinessObjects Data Quality XI Project Architect. In the Project Architect,

open configuration_rules\dataflow_objects\shared_options\

siebel_connector_base.

Once selected, siebel_connector_base appears in the Option Explorer and Option

Editor.

From here, you make the master configurations to Data Quality for OraclesSiebel UCM.

The major sections in these options group settings are the following:

configurations settings, Business Components, and substitution list settings.

The configuration settings are recorded in the file DQinstall\repository\

configuration_rules\dataflow_objects\shared_options\

siebel_connector_base.xml. You should back up the file before making any

changes.


49/68


&RQILJXUDWLRQRSWLRQV Within the configuration options, you can make changes to the basic

configuration, business components, and substitution values. This section details

the configuration options available.

6,(%(/B&211(&725 This table lists the settings for the SIEBEL_CONNECTOR option.

P v W h y v q h y r 9 r p v v

VERSION_NUMBER 11.7.0 Version number of this product.

REVISION_NUMBER 1 Revision number of this product.

SIEBEL_MAJOR_VERSION 8 Siebel major version number.

SIEBEL_MINOR_VERSION 0 Siebel minor version number (reserved for future use).

LOG_LEVEL 1-5 Level of detail to be written to log files. A higher num-

ber gives a higher level of detail. Level 2 is the mini-

mum to log errors and warnings. The default is Level

3.

LOG_DIRECTORY Any valid directory Directory in which log files are created. Log files by

default are created in the siebsrvr\log directory.

LOGS_TO_KEEP Any valid integer The number of log files to keep before the oldest log

file is deleted.

LOG_SIZE Any valid integer (KB) Maximum number of KB for a single log file. After

maximum is reached, a new log file is created.

NUMBER_OF_INITIALIZATION_

LOG_MESSAGES_TO_KEEP

Any valid integer The number of initialization log files to keep before

the oldest log file is deleted.

CONNECTION_TIMEOUT Any valid integer (seconds) The number of seconds the connection to the

BusinessObjects Data Quality XI Server is kept open

with no data traffic.

BATCH_LOW_PORT A valid port number Range of ports the BusinessObjects Data Quality XIServer uses to communicate back to the portion of this

product integrated within your Siebel software. This is

the minimum range. If the port is busy it will look for

an open port until it reaches maximum range defined.

BATCH_HIGH_PORT A valid port number Range of ports the BusinessObjects Data Quality XI

Server uses to communicate back to the portion of this

product integrated within your Siebel software. This is

the maximum range. If the port is busy, the Siebel

application looks for an open port until it reaches max-

imum range defined.

BATCH_MAX_RECORDS_TO_

QUEUE

A valid integer The number of records that can be queued in memory

waiting for transmission over the network to the Busi-nessObjects Data Quality XI Server.

BATCH_CHECK_QUEUE_SIZE_

INTERVAL

A valid integer (seconds) The number of seconds to sleep before checking if the

number of records in memory has dwindled below the

BATCH_MATCH_RECORDS_TO_QUEUE limit.

MIN_INTERVAL_BETWEEN_

BATCHES

A valid integer (seconds) The minimum number of seconds between launching

batch jobs.


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The Business Component (BC) settings include details about each business

component you want to cleanse or deduplicate. These settings are primarily

useful in interactive data quality, because they indicate which dataflow is used for

the current business component.

Each BC entry has the following settings to define the name of the BC and the

Business Object to which the BC belongs.

BC_NAMEName of the Business Component.

BO_NAMEName of the Business Object (to which the BC belongs).

If you want to do interactive data cleansing on a given BC, then add the

section to the file. If you want to do

interactive matching on a given BC, then add the

section to the file. If you do not want to do these operations, then do not add the

relevant section (or remove it if it already exists). There are no configuration

options required to do batch processing on a given BC; therefore, no entries are

required here.

The options for each section are as follows.

INTERACTIVE_DATA_CLEANSEThis section sets the dataflow and

options used during an interactive data cleanse for the BC.

INTERACTIVE_MATCHThis section sets the dataflow and options used

during an interactive data matching for BC. The option used by this product is

listed in following table. Any other options visible in the interface are not used in

this product.

DISPLAY_ADDRESS_WARNING_

MESSAGES

True or False Determines if an address warning is returned to the

user when an address is unable to be thoroughly

cleansed. The behavior is different depending on

whether you run Siebel UCM or Siebel CRM.

On CRM systems, setting to True allows a message to

be displayed to the user when an invalid address is

entered transactionally. It does not affect CRM batchprocesses.

For UCM systems, this value must be set to False. Oth-

erwise, the UCM upload process fails, as Siebels

UCM upload process is unable to accept any warnings

and continue. Even if you are using the UCM upload

process in combination with Siebel CRM, this value

must be set to False.

In all cases, when the log level is set accordingly, users

still see any address fault code in the logs within the

tag, as the record is returned from

BusinessObjects Data Quality XI.

P v W h y v q h y r 9 r p v v

P v 9 r p v v

DATAFLOW_NAME Name of the dataflow with relative path from

the projects folder.


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6XEVWLWXWLRQOLVWRSWLRQV The substitution list allows you to substitute or translate the spaces and special

characters used in a BC Name or Field Name. This solution is required becauseSiebel allows spaces and special characters in BC names and Field names, but

XML and BusinessObjects Data Quality XI do not. BusinessObjects Data Quality

XI uses the INPUT_FIELD_NAME to define the BC Name and Field Name in

which a dataflow operates. Therefore, you must define any BC Name and Field

Name with spaces or special characters here with a substituted name.

BC_SUBSTITUTIONThis section has two options for business component

name substitutions.

FIELD_SUBSTITUTIONThis section has two options for business

component name substitutions.

P v 9 r p v v

DATAFLOW_NAME Name of the dataflow with relative path from

the projects folder.

P v 9 r p v v

SIEBEL_BC_NAME Actual BC name as it appears in Siebel Tools. Note that any

space character must be replaced by _spc.

IQ8_BC_NAME Substituted BC NAME that is be used in the Dataflows

INPUT_FIELD_NAME option instead of using the Actual

Siebel BC name. This allows BusinessObjects Data Quality

XI to avoid all special characters and spaces that are not per-

mitted in XML notation.

P v 9 r p v v

SIEBEL_FIELD_NAME Actual field name as it appears in Siebel Tools. Note that any

space character must be replaced by _spc.

IQ8_FIELD_NAME Substituted field name that is be used in the Dataflows

INPUT_FIELD_NAME option instead of using the Actual

Siebel field name. This allows BusinessObjects Data Quality

XI to avoid all special characters and spaces that are not per-

mitted in XML notation.

You need to create only one entry of field name, even though the field name

might appear in different Business component field names. You should add

substituted names only as they are needed.


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The BusinessObjects Data Quality XI Server uses input fields and output fields to

process data that it receives from or sends to Siebel. When you have Siebel fields

that youve customized, youll need to edit the input field names/output field

names, or add new ones.

$GGDQHZILHOG The procedure for adding a field is documented in the BusinessObjects Data

Quality XI Data Cleanse Modifiers Guide. This section describes issues unique

to adding a field for Data Quality for Oracles Siebel UCM.

A field name for Data Quality for Oracles Siebel UCM has the following naming

structure:

[BC_name].[field_name]

For example, an input for the account_datacleanse dataflow is Account.Name.

Here, Account is the Business Component name and Name is the field name.

When you add a new field, you must use this naming convention, as it

corresponds with the structure of field names in Siebel.

If you add a field name to BusinessObjects Data Quality XI that includes spaces

or special characters, you must also make an entry in the substitution list. For

more information on the substitution list, see Substitution list options on

page 51.

5HPRYHDILHOG To remove a field from a dataflow, simply delete the field within the

BusinessObjects Data Quality XI Project Architect.

If a field does not correspond to a Siebel Business Component name (that is,

it is used internally by BusinessObjects Data Quality XI, it is give the

BC_name DQ.


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This section provides a sample procedure for adding new fields for cleansing or

matching. This sample procedure adds a field for Email Address to a Contact

Business Component.

To add a field for Email Address to a Contact Business Component:

1. From your Siebel application, navigate to Administration - Data Quality >

Third Party Administration.

2. Highlight the Firstlogic/DQClient Vendor record.

3. Highlight the Contact/Data Cleansing record in the BC Vendor Field

Mapping section.

4. In the Field Mappings section, add a new record for Email Address.

5. Restart the Siebel server.

The Siebel server is now able to send the value of the Contacts Email

Address field to BusinessObjects Data Quality XI, where data quality

operations can be performed on the data. However, you must configure

BusinessObjects Data Quality XI to work with this data.

6. In BusinessObjects Data Quality XI, open the Project Architect and navigate

to projects > blueprints > siebel. Select the dataflow

transactional_contact_datacleanse.

This sample is for reference purposes only. Before adding new fields to your

Siebel application, consult the Siebel Data Quality Administration Guide,

Version 8.0.

For thorough procedures for configuring BusinessObjects Data Quality

XI, see the documentation that ships with that portion of this product.

For reference information about the dataflows installed with this

product, see Business component and dataflow reference on page 65.


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7. Add the email address field to the reader, writer, and datacleanse dataflows.

Whenever you use any spaces or special characters with added fields, you

must also update siebel_connector_base.xml. In this example, the field

Email Address uses a space. You must also make this change in the

substitutions list.

8. Add a substitution in siebel_connector_base.xml. (For details, see

Substitution list options on page 51.) Siebels naming convention requires

that you replace a space character with _spc.

The Siebel Contact Business Component and the BusinessObjects Data Quality

XI dataflow transactional_contact_datacleanse are now capable of working with

an Email Address field.


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With Data Quality for Oracles Siebel UCM, you have some flexibility for how

address-cleansing errors are handled. For example, you can return an error code

to a Siebel field or you can suppress which errors are returned in interactive

mode. This section explains how to handle these situations.

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In batch mode, you can return address-cleans

dq xi seiebel ucm_user guide

Documents