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11gOBIEECertificationwithSiebelMarketingforCampaignManagement

Step1.ReplaceSiebelCodeFilesandChangeRepository
GiventheSiebeluserhas8characterpasswordandnecessaryanalyticscredentials,followthebelow
stepstoapplythenewdll.
1. StopSiebelserverinservices;
2. BackupthesrffileinthecorrespondingSiebelobjectfolder;
3. BackuptheexistingobjectsinSiebelTools(IntegrationObject:readObjectResult,getSubItems
andWorkFlow:MarketingCampaignLoad,MarketingCreateResponse,MarketingCreateLead);
4. ImportsiffileshippedandverifythechangesdocumentedinsectionSiebelRepositoryChanges;
5. Compiletherepositorychangesandpublishtheworkflowchangesafterrevising;
6. StarttheSiebelserverinservices;
7. BringuptheSiebelMarketingapplicationandactivateMarketingCampaignLoad,Marketing
CreateLead,MarketingCreateResponseworkflowtopickupthelatestchanges.
Step2:Replacemarketingsystemdefaultsfile(Analyticsside)
StopallOBIEEprocesses,backupmarketingsystemdefaultsfileinOBIEEweb
catalog(thelocationisgivenbelow):
<INSTALL_DIRECTORY>/instances/instance1/bifoundation/OracleBIPresentationServicesCompon
ent/coreapplication_obips1/catalog/<CATALOG_NAME>/root/system/mktgdefaults/marketings
ystemdefaults
CopythemarketingsystemdefaultsfilefromthepackageandrestartOBIEE
processes
Step3.ChangetheOBIEEPasswordtoSolvetheAuthenticationError
11gOBIEErequiresauserwith8characterpasswordwithanumberincluded.Theusershouldhavethe
necessary/requiredcredentialsinAnalyticssidewhichcanbeprovidedasbelow,
1. Loginintohttp://<Analyticsservermachine:Port>/emURLwiththenew8characterpassword
user.
2. Expandthetreelefthandsideandclickon"Farm_bifoundation_domain"
3. Openthe"WeblogicDomain>bifoundation",fromthetoplefthandside,clickontheweb
logicdomainmenulandchoose"Security>ApplicationPolicies"
Version:SiebelMarketing8.1.1.6and8.1.1.7
Date:November,2011
Note:Thisdocumentdescribesthestepstotakemanuallytofixtheintegrationissuesbetween
OracleBIEE11.1.1.5andSiebelMarketing8.1.1.6and8.1.1.7forcampaignmanagement.
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4. Selectthe"obi"application(SelectApplicationStripetoSearch)andpressthe">"button
5. Click"Create..."
6. Underpermissions,click"Add"
7. Clickthe">"buttonwhenthedialogcomesup
8. Choosethelinethathas"oracle.bi.server.impersonateUser"andclick"Ok"onthedialog.Note
ifyoucan'tuse_ALL_,choose"*"instead.ThisisanEMbugincertainbuilds.
9. UnderGrantee,click"AddUser"
10. Clickthe">"buttonwhenthedialogcomesup
11. ChooseBIImpersonatorUser(8characterpassworduser)andclickthe"Move>"buttonto
shuttletheusertotherighthandlepanel.Click"Ok"
12. Click"Ok"onthemainscreen.

Step4.MaketheFollowingChangesinSiebel
1. InSiteMap,locateAdministrationIntegration>WISymbolicURLList>HostAdministration,
QueryforNQHOSTinvirtualnamefieldandgivetheanalyticsservermachinenameas
<Analyticsservermachine:Port>.

2. InSiteMap,locateAdministrationIntegration>WISymbolicURLList>SymbolicURL
Administration.QueryforMarketingSegmentationinWebapplicationnameandchangeURL
field.
http://NQHOST/Analytics/saw.dll>http://NQHOST/analytics/saw.dll

3. InSiteMap,locateAdministrationMarketing>servers
GiveimpersonateusernameandpasswordforDefaultAnalyticsWebServerrecord.

4. InSiteMap,locateAdministration>Webservices>outboundWebservices
Inthatforthebelowservices,
jobManagementService
SAWSessionServiceSoap
WebCatalogServiceSoap

ChangetheCHANGEMEfieldtotheanalyticsservername<Analyticsservermachine:Port>.
Andthendoclearcachewithoutfail.
Step5.Closetheapplicationsessionandstartitagain,theintegrationiscomplete.
Step6.Updateleads/responseGenerationDefaultAnalyticsLoadFormat.
1. InProgramLeadgenerationsetup,whenanewrecordiscreated/shared/Marketing/Example
ListFormats/GalenaAnalyticsDataLoadLeadsexampleisdefaultedforLeadformat.In11g
thesameformatexistsbutwithadifferentname,hencetheworkaroundwouldbetochange
thedefaultvalueofMarketingObjectManagercomponentparametertopointtothenew11g
formatinAdministrationServerconfiguration>Components.
Component:MarketingObjectManager
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Parameter:DefaultLeadListFormat,forexample,userscanpick8.1.1AnalyticsDataLoad
Leadsexample

2. InProgramResponseDefinitionsetup,whenanewrecordiscreated
/shared/Marketing/ExampleListFormats/GalenaAnalyticsDataLoadResponsesexampleis
defaultedforResponseformat.In11gthesameformatexistswithadifferentname,hencethe
workaroundwouldbetochangethedefaultvalueofMarketingObjectManagercomponent
parametertopointtothenew11gformatinAdministrationServerconfiguration>
Components.
Component:MarketingObjectManager
Parameter:DefaultResponseListFormat,forexample,userscanpick8.1.1AnalyticsData
LoadResponsesexample

3. Opentheexistingloadformat8.1.1CampaignLoadContactsandProspectsExampleand
saveasanewlistformatwithpurpose=CampaignloadfoundunderOptionstab.

Asthedefaultcampaignloadformat'8.1.1CampaignLoadContactsandProspectsExample'
iscreatedastypeDataloadoutoftheboxin11.1.1.5OBIEE,theformatisavailableforData
loadformatsselectionincaseof'Programs>LeadSetup>ChooseLeadFormat'and'Programs
>ResponseDefinitions>ChooseResponseFormat'.Thisformatshouldbeignored.

SiebelRepositoryChanges

PartI IntegrationComponentChanges
Step1.LocateinSiebelTools,
Project:SAWWebService
IO:readObjectResult
IC:/itemInfo

Addthefollowingfieldsundertheintegrationcomponent:

acl
owner
accessControlTokens
permissionMask
account
accountType
guid
name

SetNameasthenameitself,setDataTypeasDTYPE_TEXT,setTypeasData,setExternalNameasthe
nameitself,setXMLStyleasElement,XMLTagasthenameitself,forexample,

Name:acl
DataType:DTYPE_TEXT
Type:Data
ExternalName:acl
XMLStyle:Element
XMLTag:acl
XMLandExternalSequence:MakesureitsnotusedinthatIO.

Step2.LocateinSiebelTools,
Project:SAWWebService
IO:getSubItems
IC:/getSubItems

AddthefollowingICfield.

Name:includeACL
Note:Thechangeslistedbelowareincludedintherepositoryfileshippedalongwiththefix. After
importingthefile,pleasecheckifthechangesbelowarereflectedcorrectlyinSiebelTools.
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DataType:DTYPE_BOOL
Type:Data
ExternalName:includeACL
XMLStyle:Element
XMLTag:includeACL
XMLLiteralValue:FALSE
XMLandExternalSequence:MakesureitsnotusedinthatIO

PartII WorkflowChanges

Step1.LocateinSiebelTools,

Project:MarketingWorkflows
WorkFlow:MarketingCampaignLoad
WorkFlowStep:GetListFormatSystemData.

a. Changetheinputargument"ContactProfile".ROW_IDto"ContactProfile"."ROW_ID"
(addquotesaroundROW_IDfield).
b. Addanewinputargumentwiththebelowspecificationinthesamestep.
InputArgument:UserName
Type:ProcessProperty
PropertyName:UserName

Step2.LocateinSiebelTools,
Project:MarketingWorkflows
WorkFlow:MarketingCreateLead

a. WorkFlowStep:GetListFormatSystemData
Changetheinputargument"ContactProfile".ROW_IDto"ContactProfile"."ROW_ID"
(addquotesaroundROW_IDfield).
b. WorkFlowStep:CreateLead
Addanewinputargumentwiththebelowspecification
InputArgument:UserName
Type:ProcessProperty
PropertyName:UserName

Step3.LocateinSiebelTools,

Project:MarketingWorkflows
WorkFlow:MarketingCreateResponse

a. WorkFlowStep:GetListFormatSystemData
Changetheinputargument"ContactProfile".ROW_IDto"ContactProfile"."ROW_ID"
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(addquotesaroundROW_IDfield).
b. WorkFlowStep:CreateResponse
Addanewinputargumentwiththebelowspecification
InputArgument:UserName
Type:ProcessProperty
PropertyName:UserName