Siebel 8.1.

x Integration
Volume I Student Guide

D71810GC10
Edition 1.0
April 2011
D72827

Copyright 2011, Oracle and/or its affiliates. All rights reserved.

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Author
Neil Lang
Technical Contributors and Reviewers
Siebel CRM Team
This book was published using:

Oracle Tutor

Table of Contents
Siebel 8.1.x Integration: Course Introduction .......................................................................................... 1-1
Siebel 8.1.x Integration: Course Introduction ............................................................................................ 1-2
Lesson Agenda ....................................................................................................................................... 1-3
Instructor and Class Participants ............................................................................................................. 1-4
Training Site Information ......................................................................................................................... 1-5
Course Audience .................................................................................................................................... 1-6
Course Prerequisites............................................................................................................................... 1-7
Course Goal ........................................................................................................................................... 1-8
Course Objectives................................................................................................................................... 1-9
Course Methodology ............................................................................................................................... 1-10
Course Materials..................................................................................................................................... 1-11
Siebel Documentation ............................................................................................................................. 1-12
Feedback ............................................................................................................................................... 1-13
Course Agenda ....................................................................................................................................... 1-14
Introduction to Siebel Application Integration ......................................................................................... 2-1
Introduction to Siebel Application Integration............................................................................................ 2-2
Objectives............................................................................................................................................... 2-3
Patterns for Siebel Application Integration................................................................................................ 2-4
Peer Application Integration..................................................................................................................... 2-5
Consumer of Services ............................................................................................................................. 2-6
Alternate User Interfaces (UIs) ................................................................................................................ 2-7
Alternate User Interface: Examples.......................................................................................................... 2-8
Siebel Application Integration Choices ..................................................................................................... 2-9
Data-Layer Integration............................................................................................................................. 2-10
Business-Layer Integration ...................................................................................................................... 2-11
Siebel Enterprise Application Integration (EAI) ......................................................................................... 2-12
Closely Coupled Integrations ................................................................................................................... 2-13
Loosely Coupled Integrations .................................................................................................................. 2-14
UI-Layer Integration ................................................................................................................................ 2-15
UI Integration: Example ........................................................................................................................... 2-16
Common Steps in Implementing Integration ............................................................................................. 2-17
Overview of This Course ......................................................................................................................... 2-18
Lesson Highlights.................................................................................................................................... 2-19
Overview of Integration Workflows .......................................................................................................... 3-1
Overview of Integration Workflows........................................................................................................... 3-2
Objectives............................................................................................................................................... 3-3
Data Exchange ....................................................................................................................................... 3-4
Data Exchange Scenarios ....................................................................................................................... 3-5
Siebel Send ............................................................................................................................................ 3-6
Siebel Send/Receive ............................................................................................................................... 3-7
Siebel Receive ........................................................................................................................................ 3-8
Siebel Receive/Respond ......................................................................................................................... 3-9
Integration Processing for Send............................................................................................................... 3-10
Integration Processing for Receive .......................................................................................................... 3-11
Transporting Data in Integration Workflows .............................................................................................. 3-12
Types of Transports ................................................................................................................................ 3-13
Additional Integration Processing............................................................................................................. 3-14
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Prebuilt EAI Business Services................................................................................................................ 3-15

Example of a Siebel Integration Workflow ................................................................................................ 3-16
Review: XML (Extensible Markup Language) ........................................................................................... 3-17
XML Documents: Review ........................................................................................................................ 3-18
XML Schema Definition (XSD): Review.................................................................................................... 3-19
XML Namespaces: Review...................................................................................................................... 3-20
Using XML Namespaces Review ............................................................................................................. 3-21
Lesson Highlights.................................................................................................................................... 3-22
Practice 3 Overview: Overview of Integration Workflows.......................................................................... 3-23
Integration Objects ................................................................................................................................... 4-1
Integration Objects .................................................................................................................................. 4-2
Objectives............................................................................................................................................... 4-3
Integration Objects .................................................................................................................................. 4-4
Integration Object.................................................................................................................................... 4-5
Types of Integration Objects .................................................................................................................... 4-6
Internal Integration Object ....................................................................................................................... 4-7
External Integration Object ...................................................................................................................... 4-8
Integration Components (ICs) .................................................................................................................. 4-9
Integration Component Key ..................................................................................................................... 4-11
Status Key .............................................................................................................................................. 4-12
Creating an Internal Integration Object..................................................................................................... 4-13
1. Identify the Siebel Data to be Exchanged ............................................................................................. 4-14
2. Create the Integration Object ............................................................................................................... 4-15
2. Specify the Business Object ................................................................................................................ 4-16
3. Select the Integration Components ...................................................................................................... 4-17
3. Review messages ............................................................................................................................... 4-18
3. Select the Integration Components: Wizard Action .............................................................................. 4-19
4. Inactivate Unneeded Integration Component Fields.............................................................................. 4-20
5. Inactivate Unneeded Integration Component Keys ............................................................................... 4-21
Deploying New and Modified Integration Objects...................................................................................... 4-22
Directly Deploying an Integration Object .................................................................................................. 4-23
Refreshing the Run-Time Database ......................................................................................................... 4-24
Synchronizing Integration Objects ........................................................................................................... 4-25
Creating an External Integration Object.................................................................................................... 4-26
1. Obtain a Schema of the External Data ................................................................................................. 4-27
2. Create the External Integration Object ................................................................................................. 4-28
2. Create the External Integration Object: Specify the Root Level Node ................................................... 4-29
3. Select Integration Components ............................................................................................................ 4-30
4. Verify the Integration Object ................................................................................................................ 4-31
Lesson Highlights.................................................................................................................................... 4-32
Practice 4 Overview: Integration Objects................................................................................................. 4-33
EAI Siebel Adapter .................................................................................................................................... 5-1
EAI Siebel Adapter .................................................................................................................................. 5-2
Objectives............................................................................................................................................... 5-3
EAI Business Services ............................................................................................................................ 5-4
Property Sets and Business Services ...................................................................................................... 5-5
Property Set............................................................................................................................................ 5-6
Hierarchical Data Structures .................................................................................................................... 5-7
Property Set for Hierarchical Data ........................................................................................................... 5-8
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EAI Siebel Adapter .................................................................................................................................. 5-9

Using the EAI Siebel Adapter to Read Siebel Data ................................................................................... 5-10
Integration Object Instance...................................................................................................................... 5-11
Using the EAI Siebel Adapter to Write Siebel Data ................................................................................... 5-12
EAI Siebel Adapter Methods.................................................................................................................... 5-13
Query Method ......................................................................................................................................... 5-14
QueryPage Method ................................................................................................................................. 5-16
Synchronize Method ............................................................................................................................... 5-17
Insert Method.......................................................................................................................................... 5-19
Update Method ....................................................................................................................................... 5-20
Upsert Method ........................................................................................................................................ 5-21
Delete Method ........................................................................................................................................ 5-23
Execute Method ...................................................................................................................................... 5-24
Business Object Layer Considerations..................................................................................................... 5-25
Transaction-Based Processing ................................................................................................................ 5-26
Lesson Highlights.................................................................................................................................... 5-27
Practice 5 Overview: EAI Siebel Adapter................................................................................................. 5-28
Data Conversion ....................................................................................................................................... 6-1
Data Conversion ..................................................................................................................................... 6-2
Objectives............................................................................................................................................... 6-3
Processing Integration Object Instances .................................................................................................. 6-4
EAI XML Converter ................................................................................................................................. 6-5
Siebel XML ............................................................................................................................................. 6-6
EAI XML Converter Methods ................................................................................................................... 6-8
IntObjHierToXMLDoc Method.................................................................................................................. 6-9
XMLDocToIntObjHier Method.................................................................................................................. 6-10
XML Hierarchy Converter ........................................................................................................................ 6-11
XML Converter........................................................................................................................................ 6-12
Character Set Conversion ....................................................................................................................... 6-13
The Transcode Service Business Service ................................................................................................ 6-14
Attachments............................................................................................................................................ 6-15
Handling Attachments ............................................................................................................................. 6-16
Embedded Attachments .......................................................................................................................... 6-17
MIME...................................................................................................................................................... 6-18
MIME: Example ...................................................................................................................................... 6-19
Writing XML Strings to Files .................................................................................................................... 6-20
EAI File Transport ................................................................................................................................... 6-21
EAI XML Write to File .............................................................................................................................. 6-22
EAI XML Read from File.......................................................................................................................... 6-23
Lesson Highlights.................................................................................................................................... 6-24
Practice 6 Overview: Data Conversion .................................................................................................... 6-25
Integration Workflows .............................................................................................................................. 7-1
Integration Workflows.............................................................................................................................. 7-2
Objectives............................................................................................................................................... 7-3
Integration Workflow ............................................................................................................................... 7-4
Integration Workflows.............................................................................................................................. 7-5
Process Properties.................................................................................................................................. 7-6
Process Property Types .......................................................................................................................... 7-7
Inputs to Business Services..................................................................................................................... 7-8
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Outputs of Business Services .................................................................................................................. 7-9

Building an Integration Workflow.............................................................................................................. 7-10
1. Define the Workflow Processing .......................................................................................................... 7-11
2. Create the Workflow Process............................................................................................................... 7-12
3. Add Steps to the Workflow Process ..................................................................................................... 7-13
4. Add Workflow Process Properties ........................................................................................................ 7-14
5. Configure the Inputs and Outputs ........................................................................................................ 7-15
6. Test the Workflow ............................................................................................................................... 7-16
Invoking a Workflow ................................................................................................................................ 7-18
Workflow Policy ...................................................................................................................................... 7-19
Run-Time Event ...................................................................................................................................... 7-20
Declarative Call....................................................................................................................................... 7-21
Scripting ................................................................................................................................................. 7-22
Considerations for Invoking Workflow ...................................................................................................... 7-23
Lesson Highlights.................................................................................................................................... 7-24
Practice 7 Overview: Integration Workflows............................................................................................. 7-25
EAI HTTP Transport .................................................................................................................................. 8-1
EAI HTTP Transport................................................................................................................................ 8-2
Objectives............................................................................................................................................... 8-3
Using HTTP Transport ............................................................................................................................ 8-4
Fundamentals of HTTP Transport: Review............................................................................................... 8-5
Communication Modes Review............................................................................................................... 8-6
Data Transmission: Review .................................................................................................................... 8-7
Siebel Architecture for HTTP Transport.................................................................................................... 8-8
Sending (Siebel Application as the Client) ................................................................................................ 8-9
Configuring Outbound HTTP Transport .................................................................................................... 8-10
1. Add the HTTP Transport Step.............................................................................................................. 8-11
2. Assign Inputs and Outputs................................................................................................................... 8-12
3. Assign Request Methods and URLs: Sessionless................................................................................. 8-13
3. Assign Request Methods and URLs: Session Mode ............................................................................. 8-14
Receiving (Siebel Application as the Server) ............................................................................................ 8-15
Processing Incoming HTTP Requests...................................................................................................... 8-16
Profile Configurations for HTTP Services ................................................................................................. 8-17
Profile Configurations for HTTP Service: Parameters ............................................................................... 8-18
URLs for Siebel EAI Object Manager ....................................................................................................... 8-19
Configuring a New HTTP Service ............................................................................................................ 8-20
1. Identify the Workflow or Business Service ............................................................................................ 8-21
2. Create the Profile Configuration ........................................................................................................... 8-22
3. Assign the Parameters ........................................................................................................................ 8-23
4. Modify the eai.cfg File.......................................................................................................................... 8-24
Lesson Highlights.................................................................................................................................... 8-25
Practice 8 Overview: EAI HTTP Transport .............................................................................................. 8-26
EAI Message Queue Transport ................................................................................................................. 9-1
EAI Message Queue Transport ............................................................................................................... 9-2
Objectives............................................................................................................................................... 9-3
Message Queues .................................................................................................................................... 9-4
Benefits of Message Queues ................................................................................................................... 9-5
Properties of Message Queues ............................................................................................................... 9-6
How Siebel CRM Supports Message Queues .......................................................................................... 9-7
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Example: Order Management .................................................................................................................. 9-8

Siebel-Supported Messaging Systems..................................................................................................... 9-9
Siebel Messaging Transports .................................................................................................................. 9-10
Sending Messages ................................................................................................................................. 9-12
Configure Outbound Transport ................................................................................................................ 9-13
1. Create a Transport Connection Subsystem Profile ............................................................................... 9-14
2. Add an EAI Transport Business Service Step to an Integration Workflow .............................................. 9-15
3. Add Process Properties ....................................................................................................................... 9-16
4. Add Input and Output Arguments ......................................................................................................... 9-17
Receiving Messages: Direct Reads ......................................................................................................... 9-18
Receiving Messages: Receiver Tasks...................................................................................................... 9-19
Receiving Messages: Receiver Components and Methods....................................................................... 9-20
Receiving Messages: Transport Data Handling Subsystems .................................................................... 9-21
Available Dispatch Targets ...................................................................................................................... 9-22
Configure Inbound Transport ................................................................................................................... 9-23
1. Create Profiles .................................................................................................................................... 9-24
2. Create a Workflow or Business Service to Process the Message .......................................................... 9-25
3. Start a Receiver Task .......................................................................................................................... 9-26
Summary: Siebel CRM Messaging System Support ................................................................................. 9-27
Additional Configuration: Java Support in Siebel CRM.............................................................................. 9-28
The JVMSubsys Profile ........................................................................................................................... 9-29
The jndi.properties File............................................................................................................................ 9-30
Lesson Highlights.................................................................................................................................... 9-31
Practice 9 Overview: Using JMS Message Queues ................................................................................. 9-32
Data Mapping ............................................................................................................................................ 10-1
Data Mapping ......................................................................................................................................... 10-2
Objectives............................................................................................................................................... 10-3
Data Mapping ......................................................................................................................................... 10-4
Choices for Data Mapping ....................................................................................................................... 10-5
EAI Data Transformation Engine ............................................................................................................. 10-6
Data Map................................................................................................................................................ 10-7
Data Map Components ........................................................................................................................... 10-8
Data Map Components: Example ............................................................................................................ 10-9
Data Map Editor ...................................................................................................................................... 10-10
Conditional Mapping ............................................................................................................................... 10-11
Creating a Data Map ............................................................................................................................... 10-12
1. Create an Integration Object Map ........................................................................................................ 10-13
2. Auto-Map the Components .................................................................................................................. 10-14
3. Create Integration Component Maps.................................................................................................... 10-15
4. Create Integration Field Maps.............................................................................................................. 10-16
5. Validate the Map ................................................................................................................................. 10-17
Purging the Cache .................................................................................................................................. 10-18
Using a Data Map ................................................................................................................................... 10-19
EAI Value Maps ...................................................................................................................................... 10-20
Using EAI Value Maps ............................................................................................................................ 10-21
Custom Mapping..................................................................................................................................... 10-22
Lesson Highlights.................................................................................................................................... 10-23
Practice 10 Overview: Data Mapping ...................................................................................................... 10-24
The EAI Dispatch Service ......................................................................................................................... 11-1
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The EAI Dispatch Service........................................................................................................................ 11-2

Objectives............................................................................................................................................... 11-3
EAI Dispatch Service .............................................................................................................................. 11-4
EAI Dispatch Service Methods ................................................................................................................ 11-5
Modifying Messages ............................................................................................................................... 11-6
Rules ...................................................................................................................................................... 11-7
Search Expression Notation for Rules...................................................................................................... 11-8
Structure of Rules ................................................................................................................................... 11-9
Rule Set ................................................................................................................................................. 11-10
Rule ....................................................................................................................................................... 11-11
Transform ............................................................................................................................................... 11-12
Benefits of the EAI Dispatch Service........................................................................................................ 11-14
Creating a Dispatch Rule Set .................................................................................................................. 11-15
1. Create the Rule Set ............................................................................................................................. 11-16
2. Create the Rule ................................................................................................................................... 11-17
3. Create the Transforms......................................................................................................................... 11-18
4. Update Run-Time Memory................................................................................................................... 11-19
5. Test the Rule Set ................................................................................................................................ 11-20
Using a Dispatch Rule Set ....................................................................................................................... 11-21
Outbound Processing: Overview of Steps ................................................................................................ 11-22
Inbound Processing: Overview of Steps ................................................................................................... 11-24
Lesson Highlights.................................................................................................................................... 11-26
Practice 11 Overview: The EAI Dispatch Service..................................................................................... 11-27
Using Siebel Inbound Web Services ........................................................................................................ 12-1
Using Siebel Inbound Web Services ........................................................................................................ 12-2
Objectives............................................................................................................................................... 12-3
Web Services ......................................................................................................................................... 12-4
Standards for Web Services .................................................................................................................... 12-5
SOAP Message ...................................................................................................................................... 12-6
SOAP Message Example ........................................................................................................................ 12-7
Web Services Description Language (WSDL) Document .......................................................................... 12-8
Web Services in Siebel Applications ........................................................................................................ 12-9
Structure of Siebel Web Services ............................................................................................................ 12-10
Service ................................................................................................................................................... 12-11
Service Ports .......................................................................................................................................... 12-12
Operations .............................................................................................................................................. 12-13
Working with Siebel Inbound Web Services ............................................................................................. 12-14
Administering Inbound Web Services....................................................................................................... 12-15
Completing the Service Address .............................................................................................................. 12-16
Generating the WSDL Document............................................................................................................. 12-18
Invoking Inbound Web Services............................................................................................................... 12-20
Prebuilt Integration Using Web Services .................................................................................................. 12-22
Lesson Highlights.................................................................................................................................... 12-23
Practice 12 Overview: Using Siebel Inbound Web Services ..................................................................... 12-24
Configuring Siebel Inbound Web Services .............................................................................................. 13-1
Configuring Siebel Inbound Web Services ............................................................................................... 13-2
Objectives............................................................................................................................................... 13-3
Inbound Web Service Architecture........................................................................................................... 13-4
Inbound Web Services: Service Ports ...................................................................................................... 13-5
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Inbound Web Services: Operations.......................................................................................................... 13-6

Execution of an Inbound Web Service ..................................................................................................... 13-7
Web Service Inbound Dispatcher............................................................................................................. 13-8
Publishing a Siebel Inbound Web Service ................................................................................................ 13-9
1. Create the Web Service Definition ....................................................................................................... 13-10
2. Create a Service Port .......................................................................................................................... 13-11
2. Create a Service Port: Binding ............................................................................................................. 13-12
3. Publish the Operations ........................................................................................................................ 13-13
4. Generate the WSDL File...................................................................................................................... 13-14
Transports for Web Services ................................................................................................................... 13-16
Publishing from Siebel Tools ................................................................................................................... 13-17
Default Web Service Security .................................................................................................................. 13-18
Enhancing Security ................................................................................................................................. 13-19
Sessions................................................................................................................................................. 13-20
Sessionless" Sessions ............................................................................................................................ 13-21
Stateless Sessions.................................................................................................................................. 13-22
Stateful Sessions .................................................................................................................................... 13-23
Configure Siebel Inbound Web Sessions ................................................................................................. 13-24
Web Service Security .............................................................................................................................. 13-26
Implementing WS-Security for Inbound Web Services .............................................................................. 13-27
Implementing HTTPS .............................................................................................................................. 13-30
Lesson Highlights.................................................................................................................................... 13-31
Practice 13 Overview: Siebel Inbound Web Services ............................................................................... 13-32
Siebel Outbound Web Services ................................................................................................................ 14-1
Siebel Outbound Web Services ............................................................................................................... 14-2
Objectives............................................................................................................................................... 14-3
Outbound Web Services.......................................................................................................................... 14-4
Outbound Web Service Architecture ........................................................................................................ 14-5
Outbound Web Service Specification ....................................................................................................... 14-6
Proxy Business Service........................................................................................................................... 14-7
Proxy Business Service Arguments ......................................................................................................... 14-8
Proxy Business Service Class ................................................................................................................. 14-9
Creating an Outbound Web Service......................................................................................................... 14-10
1. Create the Proxy Business Service ...................................................................................................... 14-11
2. Import the WSDL File .......................................................................................................................... 14-12
3. Inspect the Objects Created: Business Service .................................................................................... 14-13
3. Inspect the Objects Created: Business Service Arguments ................................................................... 14-14
3. Inspect the Objects Created: Integration Objects .................................................................................. 14-15
3. Inspect the Objects Created: Business Service User Properties ............................................................ 14-16
4. Compile the Objects Created ............................................................................................................... 14-17
5. Create the Outbound Web Service....................................................................................................... 14-18
Invoking a Proxy Business Service .......................................................................................................... 14-19
Options for Mapping to/from the Integration Objects ................................................................................. 14-20
Implementing Session-Based Security ..................................................................................................... 14-21
Lesson Highlights.................................................................................................................................... 14-22
Practice 14 Overview: Siebel Outbound Web Services ............................................................................ 14-23
Overview of Data Federation .................................................................................................................... 15-1
Overview of Data Federation ................................................................................................................... 15-2
Objectives............................................................................................................................................... 15-3
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Data Federation ...................................................................................................................................... 15-4

Advantages of Data Federation ............................................................................................................... 15-5
Data Federation ...................................................................................................................................... 15-6
Siebel External Table .............................................................................................................................. 15-7
External Business Component (EBC) ...................................................................................................... 15-8
Distributed Join ....................................................................................................................................... 15-9
Virtual Business Component (VBC) ......................................................................................................... 15-10
Business Component Behavior................................................................................................................ 15-11
Limitations of EBCs and VBCs ................................................................................................................ 15-12
Additional Limitations .............................................................................................................................. 15-13
Lesson Highlights.................................................................................................................................... 15-14
Practice 15 Overview: Overview of Data Federation ................................................................................ 15-15
External Business Components ............................................................................................................... 16-1
External Business Components ............................................................................................................... 16-2
Objectives............................................................................................................................................... 16-3
External Business Component................................................................................................................. 16-4
Structure of an External Business Component ......................................................................................... 16-5
System Fields ......................................................................................................................................... 16-6
Data Source Property.............................................................................................................................. 16-7
DataSource ............................................................................................................................................ 16-8
Creating an External Business Component .............................................................................................. 16-9
1. Create an ODBC Connection............................................................................................................... 16-10
2. Generate a Schema File for the External Table .................................................................................... 16-11
3. Create the Table Object in the Siebel Repository.................................................................................. 16-12
3. Examine the Table and Columns Created ............................................................................................ 16-13
4. Map System Fields as Required .......................................................................................................... 16-14
5. Specify the Data Source ...................................................................................................................... 16-15
6. Create the External Business Component ............................................................................................ 16-16
7. Identify the Data Source in the Application ........................................................................................... 16-17
Using an External Business Component .................................................................................................. 16-20
Distributed Join ....................................................................................................................................... 16-21
Considerations........................................................................................................................................ 16-22
Lesson Highlights.................................................................................................................................... 16-23
Practice 16 Overview: External Business Components ............................................................................ 16-24
Virtual Business Components .................................................................................................................. 17-1
Virtual Business Components.................................................................................................................. 17-2
Objectives............................................................................................................................................... 17-3
Virtual Business Component (VBC) ......................................................................................................... 17-4
Data Access and Manipulation ................................................................................................................ 17-5
Required Methods................................................................................................................................... 17-6
Optional Methods.................................................................................................................................... 17-7
Business Services................................................................................................................................... 17-8
XML Gateway Business Service .............................................................................................................. 17-9
Custom Business Service........................................................................................................................ 17-10
Custom Business Service Considerations ................................................................................................ 17-11
Creating a Virtual Business Component ................................................................................................... 17-12
1. Create a Business Component ............................................................................................................ 17-13
2. Create Fields for the VBC .................................................................................................................... 17-14
3. Create the Custom Business Service if Necessary ............................................................................... 17-15
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4. Associate the Business Service with the VBC ...................................................................................... 17-16

5. Implement the Methods (Custom Service) ............................................................................................ 17-18
5. Configure the Target (XML Gateway) ................................................................................................... 17-19
Using a Virtual Business Component ....................................................................................................... 17-20
Restrictions on Virtual Business Components .......................................................................................... 17-21
Lesson Highlights.................................................................................................................................... 17-22
Practice 17 Overview: Virtual Business Components............................................................................... 17-23
Embedding Web Content in a Siebel View ............................................................................................... 18-1
Embedding Web Content in a Siebel View ............................................................................................... 18-2
Objectives............................................................................................................................................... 18-3
Displaying External Web Content ............................................................................................................ 18-4
Aggregate View ...................................................................................................................................... 18-5
Detail View ............................................................................................................................................. 18-6
Key Concepts ......................................................................................................................................... 18-7
Symbolic URL ......................................................................................................................................... 18-8
Business Component Field...................................................................................................................... 18-9
Specialized Applet .................................................................................................................................. 18-10
Display External Web Content in a Siebel Application .............................................................................. 18-11
Display External Web Content in a Siebel Application (Real-Time Quotes)................................................ 18-12
1. Determine the Required URL............................................................................................................... 18-13
2. Add a Field to the Business Component............................................................................................... 18-14
3. Create the Applet ................................................................................................................................ 18-15
3. Assign a Web Template ...................................................................................................................... 18-16
3. Map the Field ...................................................................................................................................... 18-17
3. Delete the Controls ............................................................................................................................. 18-18
3. Adjust the Applet Class ....................................................................................................................... 18-19
3. Modify the Default List Column Configuration ....................................................................................... 18-20
4. Create the View .................................................................................................................................. 18-21
5. Add the View to the Screen ................................................................................................................. 18-22
6. Complete the Configuration ................................................................................................................. 18-23
7. Administer the Symbolic URL .............................................................................................................. 18-24
Test the Configuration ............................................................................................................................. 18-26
Considerations........................................................................................................................................ 18-29
Symbolic URLs in the Dedicated Web Client ............................................................................................ 18-30
Host Aliases............................................................................................................................................ 18-31
Lesson Highlights.................................................................................................................................... 18-32
Practice 18 Overview: Embedding Web Content in a Siebel View ............................................................ 18-33
Embedding Siebel Content in an External Application ............................................................................ 19-1
Embedding Siebel Content in an External Application .............................................................................. 19-2
Objectives............................................................................................................................................... 19-3
Options for Embedding Siebel Content in External Applications ................................................................ 19-4
Review: Rendering a Siebel Web Application ........................................................................................... 19-5
The Siebel Web Engine XML Web Interface............................................................................................. 19-6
Architecture: Application Request ............................................................................................................ 19-7
Architecture: Siebel CRM Response ........................................................................................................ 19-8
Invoking the XML Web Interface .............................................................................................................. 19-9
Customize the AOM ................................................................................................................................ 19-10
Example: Siebel Sales Wireless .............................................................................................................. 19-11
Add Commands to the URL ..................................................................................................................... 19-12
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Example 1: Raw XML.............................................................................................................................. 19-14

Example 2: Apply a Stylesheet ................................................................................................................ 19-15
Example 3: Programmatic Access ........................................................................................................... 19-16
Example 3: Result ................................................................................................................................... 19-18
Add an XML Request to the Body of an HTTP POST Command............................................................... 19-19
XML Interface vs. Web Services .............................................................................................................. 19-20
Lesson Highlights.................................................................................................................................... 19-21
Practice 19 Overview: Exploring the XML Interface ................................................................................. 19-22
Siebel Workflow Appendix ....................................................................................................................... 20-1
Siebel Workflow Appendix ....................................................................................................................... 20-2
Objectives............................................................................................................................................... 20-3
Workflow Process ................................................................................................................................... 20-4
Basic Workflow Process Steps ................................................................................................................ 20-5
Process Properties.................................................................................................................................. 20-6
Creating a Workflow Process................................................................................................................... 20-7
Create a Workflow Process Definition ...................................................................................................... 20-8
Start the Designer ................................................................................................................................... 20-9
Create the Steps ..................................................................................................................................... 20-10
Connect the Steps .................................................................................................................................. 20-11
Set Property Values ................................................................................................................................ 20-12
Multi Value Property Window (MVPW) ..................................................................................................... 20-13
Set Input and Output Arguments.............................................................................................................. 20-14
Testing a Workflow Process .................................................................................................................... 20-15
Set Property Values ................................................................................................................................ 20-16
Start the Simulator .................................................................................................................................. 20-17
Start the Simulation................................................................................................................................. 20-18
Run the Simulation.................................................................................................................................. 20-19
Watch Window........................................................................................................................................ 20-20
Verify the Result ..................................................................................................................................... 20-21
Deploying a Workflow Process ................................................................................................................ 20-22
Publish the Workflow............................................................................................................................... 20-23
Activate the Workflow.............................................................................................................................. 20-24
Publish and Activate Workflow................................................................................................................. 20-25
Lesson Highlights.................................................................................................................................... 20-26

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Siebel 8.1.x Integration Table of Contents

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