siebel essentials 12 2009

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T H U R S D A Y , D E C E M B E R 2 4 , 2 0 0 9

Merry Christmas and a Happy New Year!

It's time to say a big THANK YOU! to all readers, commenters and

supporters of this little blog.

In this quiet but busy times, we all deserve a break and spend hopefully

peaceful days with our loved ones.

I wish you a Merry Christmas and a prosperous New Year!

Siebel Essentials will be back in January.

Have a nice christmas day

@lex

Labels: blogs 2 Kommentare

M O N D A Y , D E C E M B E R 2 1 , 2 0 0 9

Siebel, Multiple Datasources and LDAP

Using LDAP as an authentication mechanism is a widespread and well-

documented solution for Siebel CRM. Recently, we discussed this solution

in the classroom and noticed that it works fine as long as the user does

not navigate to the Server Management screens.

The problem was that the connection to the Siebel Gateway Name Server

could not be established for the user.

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

S E A R C H S I E B E L E S S E N T I A L S

F O L L O W E R S

R E C E N T C O M M E N T S

Hi Jason,many thanks and

the same to you. Your b... -

Wednesday, December 23,

2009 - @lex

Hi Alex,Great work on the

blog in 2009! The con... -

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2009 - JES

Hi Davin,many thanks for

sharing this informatio... -

Friday, December 18,

2009 - @lex

Thanks for posting this info

@lex. I wanted to poi... -

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2009 - davin.fifield

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of 16Siebel Essentials: December 2009

12/24/2009http://siebel-essentials.blogspot.com/2009_12_01_archive.html

Here is the solution we found:

In the CredentialsAttributeType parameter of the LDAP Security Adapter

profile we specify a field that contains the "magic string" with the

username and password of the so-called proxy user which is used for the

physical connection that the object manager makes.

These magic strings typically look like the following

username=LDAPUSER password=LDAPUSER

However, the Siebel Gateway Name Server does not cooperate with that

user account as it is not a valid Siebel employee. So for the

GatewayDataSrc data source we would like to use SADMIN's account

instead.

The same problem is faced when using External Business Components

(EBCs). Most often, the LDAPUSER account is not present on the external

databases which are defined in the respective data source entry in the

Enterprise Configuration.

So for each data source we would need a different proxy user. The

solution is quite simple.

Adding the type keyword followed by the name of the data source profile

at the front of the magic string does the trick. Here is an example for the

Gateway Data Source which is needed to use the Server Configuration

and Management screens in the Siebel client.

type=GatewayDataSrc username=SADMIN password=SADMIN

This can be repeated for each data source such as ServerDataSrc and any

external data sources. The only thing you need is a "multivalued

attribute" in your LDAP directory.

Hello Alex,I am trying to

build this but I am hav... -

Monday, December 14,

2009 - Antonio

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Click on the image to enlarge, in the example we use the description

attribute to carry the "magic strings".

Logging on as SADMIN, navigating to the Server Management screen AND

seeing correct live data from the Siebel Gateway Name Server validates

this configuration.

have a nice day

@lex

Labels: Server, Siebel CRM 0 Kommentare


BI Publisher Actuate Conversion Assistant V2 available on My Oracle Support

Siebel CRM customers around the globe are bracing themselves for

January 1st 2010, when Oracle will have discontinued its support for

Actuate reports in Siebel.

This post wants to bring to your attention the availability of version 2 of

the BI Publisher Actuate Conversion Assistant which not only

converts the layout of Actuate reports (bas files) to a BI Publisher rtf

template (which version 1 did quite well) but also generates the

appropriate Siebel integration objects.

If you already have experience with the latest version of the conversion

assistant, please share your knowledge by adding a comment.

For those who want to have a closer look, follow the steps to download

the assistant from My Oracle Support.

� Log in to My Oracle Support

� Click the Patches & Updates tab

� Enter patch ID 8968224

� Downlad the assistant for the Siebel CRM version you are using

Kanichiro also has some decent information on the conversion wizard in

his blog.

Have a nice day

@lex

Labels: BI Publisher, Siebel CRM 2 Kommentare

T U E S D A Y , D E C E M B E R 1 5 , 2 0 0 9

Siebel Unified Messaging Framework - Part 3

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

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to capture the responses (button clicks that is) of the end users when we

use UMF to display a message without the need for browser script.

1. Write a business service method to capture the response.

The vital line of code in that script would be

var response = Inputs.GetProperty("Response");

The value of the Response property will be the name of the response

definition in the message types administration.

Any logic that has to be applied can now be placed in the script code or

implemented as workflow. As the UMF framework passes the entire

property set, we can also use fields from the property set of

type "Payload" which is a child of the input property set.

The sample code in the screenshot sets the Account Status field of the

active account record to "Unknown" as a reaction to a click on the Cancel

button.

Don't forget to compile the business service.

2. Associate the business service method to the response

In the Siebel client, navigate to the Administration - Order Management |

Message Types list. Find the appropriate message types and navigate to

the Responses list. Associate the responses with the business service

method you created.

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In the form applet menu, click the Clear Cache entry.

3. Test

Invoke the message display in the client and click the Cancel button.

Observe that the active account's status is changed to "Unknown".

Extra: Customize the message applet

If you wish to have more space to display the message text (as in the

screenshot above), you can modify the UMF Messages Active Popup

Applet.

Summary

The possibility to pass the full set of payload information and response

data to any business service method allows flexible approaches to use the

Unified Messaging Framework as an alternative to browser scripting.

have a nice day

@lex

Labels: business service, Siebel CRM 0 Kommentare

M O N D A Y , D E C E M B E R 1 4 , 2 0 0 9

ImpossibleSiebel Toolbar: New Version

Just wanted to shout it out loud:

Get the latest version of the ImpossibleSiebel toolbar and spend these

long winter nights playing with it (that is if you don't have something

more attractive to play with - well there might be a thing or two...)

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Jason has really deserved hi-fives for this. Please support him and his

efforts to ease the Siebel developer's daily work.

Have a nice day

@lex

Labels: blogs, Siebel CRM 0 Kommentare



In the first post of this threefold mini-series we introduced the Siebel

Unified Messaging Framework (UMF) which is part of the Customer Order

Management module.

In the second part of the series I would like to introduce a way to use

UMF to display message outside of the order management screens.

The goal is to provide a path for developers to display messages in both

active (popup) or passive manner (in a list applet) and capture end user

responses without the need for browser scripting. The example follows

the recommendations of My Oracle Support (namely document

757843.1). If you wish to view the document, you need a My Oracle

Support account.

The example uses UMF (rather the Unified Messaging Service) to

display a dialog indicating to the end user that the account he or she has

just saved has a status of "Inactive". The dialog has buttons ("Continue"

and "Cancel") which the user should click to either continue with the

changes or cancel the operation. Part 3 of the series (future post) will

describe the steps to capture the responses in a more sophisticated

manner.

1. Create the message type

In the Siebel client, navigate to Administration - Order Management |

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Message Types and create a new message type to define the dialog.

Set the following fields

� Name = Enter a unique name

� Display Mode = Active

� Group = Internal Error Message

� Title = UMF Test Message (or figure out a better title)

� Bitmap = select a bitmap (you can upload bitmaps using the

Administration - Document screen)

� Short Text = enter a short text

� Full Text = enter the message text (this will be displayed to the

user). You can use substitution fields using square brackets. You

have to add anything between square brackets to the Payload list.

Click the Responses view tab and enter two responses. Use the

screenshot below as a guide. You can skip the Field, Business Service and

Method fields for now.

Make a note of the Message Type name, you will need it later.

2. Add/verify business object components

In Siebel Tools, navigate to the Account business object and ensure that

the following business components are listed.

� UMF Active Message Virtual BusComp

� UMF File Handler

� UMF Passive Message Virtual BusComp

Compile the business object if necessary.

3. Create a wrapper business service to call the Unified Messaging

Service

Document 757843.1 includes sample eScript code which can be used as a

starting point to create a custom business service which acts as a

wrapper. As the input for the Unified Messaging Service methods is quite

complex, the custom business service helps us to pass parameters to the

Unified Messaging Service.

The purpose of the code is to read a flat input property set and pass the

values to a hierachical structure which is needed by the Unified Messaging

Service's AddMessages method.

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This is the hierarchy of property sets to be generated:

InputPS

Message List

Message

Payload

The script below (click to enlarge) accomplishes this task and invokes the

UMS method.

Compile the business service.

4. Create a workflow to invoke the wrapper business service

We can use a workflow process to enable easy invocation of the wrapper

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

the business service.

To invoke the workflow we can use one of the well known techniques such

as a button (using the Named Method user property) or runtime event.

5. Test

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

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button, the workflow is invoked and the message is displayed as specified.

Note that [Account] (as defined in the message type) has been replaced

by the account's real name. Now let's click the Continue button and verify

that a response for the account has been created in the Responses screen.

Summary

We have successfully used the Siebel Unified Messaging Framework to

display a custom dialog with response buttons to the user and to capture

the users response as a response record. In the final post of this series

we will see how to capture the users responses using custom business

services. The above prototype has been implemented on Siebel SIA

8.1.1.1 using the sample database.

have a nice day

@lex


M O N D A Y , D E C E M B E R 0 7 , 2 0 0 9

Bye bye Haley, hello OPA!

Following some premature announcements, changes in product delivery

and rumours, the cat is now out of the bag.

As per the document Statement of Direction, Haley Expert Rules [ID

826323.1] (you'll need a My Oracle Support account to access the

document), Oracle is sunsetting the following products

� Haley Expert Rules (formerly Haley Authority)

� Haley Business Rules Engine (formerly Haley Rules)

This applies specifically to Siebel CRM customers who are using or are

considering to use the embedded Haley Authority product that was

introduced in Siebel 8.0 and which is also known as Siebel Business Rules.

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Oracle recommends to move off Haley Expert Rules if any of the following

applies:

� The source policies are documents, such as legislation,

spreadsheets or policy manuals

� You are planning to use Expert Rules in Siebel

� Rules should be executed via a web service or in middleware

� Guided self-service interviews are needed

� You intend to use it for new scenarios in your business

The official product to migrate to or consider is Oracle Policy Automation

(OPA) which is the result of the acquisition of RuleBurst Australia back in

autumn 2008 (RuleBurst was then the owner of Haley Systems).

The main reasons to migrate to OPA are

� Support for modeling natural language rules in Microsoft Word and

Excel documents

� Handling large, complex or inter-related policies, including those

that vary over time

� Delivering audit reports of how decisions are reached

� Ensuring rule changes across releases are well-managed with

strong regression testing capabilities

� Optional interactive web-based decision making for customers or

employees to obtain their own answers to complex questions

� A high-speed determinations solutions in a service-oriented

architecture

� Ease of integration with Siebel, SAP and other systems

Oracle - emphasizing not to "force" customers - has also announced full

premier support for Haley Expert Rules the Haley Business Rules Engine

until December 2011 and is also announcing a Siebel Connector for OPA

to arrive in 2010.

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@lex

Labels: Haley, Siebel CRM 3 Kommentare



Those among you who stuck your heads into the Siebel Customer Order

Management module might be familiar with the Siebel Unified Messaging

Framework (UMF) used to provide a scriptless manner of displaying

messages to and capturing responses from end users.

Since its first appearance in the Siebel Order Management arena in

version 7.8, I have been intrigued about how UMF could be leveraged to

display messages and capture the user's responses without having to

write browser scripts. The "range" of UMF in the out-of-the-box

application is somewhat limited to the Order Management specific entities

such as Quote, Order and Agreement.

But as it is based on business services, it should be possible to use it

anywhere in Siebel CRM (that is if you are licensed to use it).

This mini-series will attempt to

� introduce you to UMF (Part 1 - this post)

� show how to display UMF messages using business services and

workflow (Part 2 - future post)

� describe how to capture the end user responses (Part 3 - future

post)

Let's start with an introduction to UMF. The following procedure describes

the common usage of UMF in Siebel Customer Order Management. The

example uses product recommendations. You can follow along the steps if

you have Siebel 8.1.1 SIA and the Siebel Sample Database.

1. Create a product recommendation

� Log on as SADMIN to the sample database

� Navigate to Administration - Products

� Query for the TechSonic 6MP Digital Camera and the LowePro Rezo

EX 120 Camera Bag

� Associate the Default Organization to both products

� Set the price list for both products to Master Price List

� Drill down on the TechSonic camera product

� Navigate to Recommendations | Messages

� Enter a new recommendation including the LowePro camera bag as

per the screenshot

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� Click Clear Cache

We have now created a cross-sell recommendation to add a camera bag

when you purchase a digital camera.

2. Create a test quote

We will now create a test quote to verify that a message recommending

the camera bag is displayed when we select the camera as a line item.

Maybe it's just me but while using the 8.1.1 sample database to do the

steps outlined below results in some error messages. These messages

indicate wrong setup of the order management entities and I hope this is

rectified in some future version. However we can simply ignore the errors

messages for the sake of this demo.

� Navigate to Quotes | My Quotes

� Create a new quote and set the price list to Master Price List

� Associate an account and a contact with the quote

� Drill down on the quote

� Create a new line item and select the TechSonic 6MP Digital

Camera product

� Save the record

� Observe that the message list has a new entry recommending the

LowePro Rezo EX 120 Camera Bag

� Click the Accept button

� Observe that the camera bag is added to the line items list.

Datasources and LDAP

BI Publisher Actuate

Conversion Assistant

V2 avail...

Siebel Unified Messaging

Framework - Part 3

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Toolbar: New Version


Framework - Part 2

Bye bye Haley, hello

OPA!


Framework - Part 1

New Google Search

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T H E S C R I P T L E S S S I E B E L C H A L L E N G E C O N T I N U E S

Participate in the discussion

on scriptless Siebel and

submit your requirements

NEW: Michael Feng's POC

for a VBC using the XML

Gateway business service

Workflow or Scripting? That

seems to be the question.

Requirements analysis

process to avoid scripting

The Phone Number

Challenge and the EAI XSLT

Service

Response on Pankaj's



This is one of the possible modes that UMF uses to display messages. It is

called "passive" mode.

We can repeat the steps and use the "big" line items view (without the

catalog) and we will notice that an icon appears on the line item list,

indicating that messages are available.

When we click the icon we will see the same message in a popup list

applet.

Now let's see the other mode that UMF is capable of...

3. Display a UMF popup message using active mode

We will modify the existing message type so that it will result in

an "active" popup display.

� Navigate to Administration - Order Management | Message Types

� Query for the Message Type named Cross-Sell Recommendation

� Set the display mode to Active

� Set the bitmap to Illuminated Light Bulb.jpg

� In the applet menu, click Clear Cache

These settings will allow UMF to generate a popup applet with an

(admittedly large) bitmap.

We can now repeat the steps to create a sample quote and marvel at the

popup once we save the camera as a line item.

comment: The Phone

Number Challenge

Jason's reply to the phone

number challenge

Import data from a file:

100% scriptless.

Neel's contribution: Prohibit

record deletion using

workflow and runtime

events

Brett's post: To script or

not to script

D A I L Y D I L B E R T

A B O U T M E

@lex

I am working with

Siebel/Oracle since 2001 as

instructor and consultant.

During this time, I have been

involved with the Siebel CRM

suite as well as Siebel

Analytics which has been

chosen to be Oracle's Business

Intelligence flagship product.

A disclaimer: The opinions in

this blog are my own and do

not necessarily reflect the

position of my employer.

View my complete profile



If you have time, investigate the Message Types responses which

define the buttons and the business service methods to track the

responses. displayed in all modes. In the next post we will see how UMF

message types can be used to display messages across all views in Siebel

CRM.

4. Automatic response tracking

As the default message type's responses have the log flag set to true, the

system will automatically generate a response record for the quote's

contact when we click one of the buttons. The information in the response

is somewhat sparse so we would typically use dedicated business services

to process the button clicks (which we will discuss in part 3 of this series).

But we can surely afford to check out the new response records in the

Responses screen.

have a nice day

@lex


W E D N E S D A Y , D E C E M B E R 0 2 , 2 0 0 9

New Google Search Gadget

With a bow to Mahendra and kudos to the good people at Google Custom

Search, I am pleased to announce the latest gadget on this blog which

allows you to quickly search for keywords inside and outside this blog.

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