Designing EIM Interfaces from a Performance Perspective

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IN CONFIDENCE

Siebel EIM Best Practice

IN CONFIDENCE

Siebel EIM Best Practice IN CONFIDENCE

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Author
The auth r ! this d cu"e#t "ay be c #tacted at$

Paul Du#ca# %ME&'( )le*a#der Bai# & use +#d Fl r %,, +D)-( 1. / r0 Street 12)S1O3 1+ 42) Tel$ M bile$ E"ail$ 51'1 ++5 465' 56787 +1. .'1 Paul989Du#ca#:bt9c "

Distribution List
BT Siebel EIM I#ter!ace De;el ,"e#t Tea"s$ &i<h 2e;el Desi<#ers 2 = 2e;el Desi<#ers De;el ,"e#t Tea"s BT Siebel Per! r"a#ce Testi#< a#d Ma#a<e"e#t

Intended Audience
This d cu"e#t c #tai#s detailed tech#ical i#! r"ati # relati#< t Siebel E#ter,rise I#te<rati # Ma#a<er %EIM( a#d Oracle9 ) le;el ! u#dersta#di#< ! these tech# l <ies is assu"ed9

Filing
The !ili#< re!ere#ce ! r this d cu"e#t is$ TBD

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Siebel EIM Best Practice IN CONFIDENCE

istor!
Issue 591 59+ Date 54?)U1?+55' 14?)U1?+55' Author Paul Du#ca# Paul Du#ca# "eason I#itial Creati # I#c r, rate c ""e#ts !r " @ # Birt$
19 Section 3.4 Analyze Stat is in the Generic Siebel Loader, right? & if not, should be? Its not so ething you !ant configurable, its al!ays re"uired and not #erfor ance$ i #acting %if &sa #le used'. (hat is the call? +9 )age * line continuation character is re"uired, and ust be the last character on the line. 89 +ou ight !ant to reference Siebel ,ech note 4-. %still current?' for further reading, aybe also Ad in Guide for co #leteness '9 3.3./ )arallelis is al!ays an issue for erges. If a chain #ossible A$01, 1$02, then data ust be #resented in erge order & not run in #arallel. 3r 1 is already deleted before A #rocesses. .9 4.4.4 ,he reco endation should be5 67L7,7 ALL 83(S 9 :ALS7 and 67L7,7 7;A2, 9 ,8<7 on all regular #rocesses. 67L7,7 83(S & <)6A,7 83(S is its o!n section & reco endation is dont use.

(hat if a de=elo#er !ants to use an un$ reco ended o#tion? ,here should be a sign$off echanis , say !ith your grou# or #ro>ect design authority.

195

+'?SEP?5'

Paul Du#ca#

Issue 1

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Siebel EIM Best Practice IN CONFIDENCE

Contents
1 OVERVIEW.......................................................................................................................................................................5 1.1 PURPOSE........................................................................................................................................................................5 1.2 WHATS NOT INCLUDED................................................................................................................................................5 1.3 DOCUMENT CONVENTIONS...........................................................................................................................................6 1.4 CONTROL.......................................................................................................................................................................6 2 EIM BEST PRACTICE....................................................................................................................................................7 2.1 INTRODUCTION..............................................................................................................................................................7 2.2 EIM CONFIGURATION...................................................................................................................................................7 2.2.1 Overview................................................................................................................................................................7 2.2.2 IFB Generic Parameters.......................................................................................................................................9
2.2.2.1 Onl !"#$ T"%l$#.............................................................................................................................................................& 2.2.2.2 I'n()$ !"#$ T"%l$#..........................................................................................................................................................& 2.2.2.3 I'n()$ !"#$ C(l*+n#.....................................................................................................................................................1, 2.2.2.4 D$-"*l. C(l*+n#............................................................................................................................................................1, 2.2.2.5 F/0$1 C(l*+n#...............................................................................................................................................................1, 2.2.2.6 U#$ In1$0 H/n.#2 U#$ E##$n./"l In1$0 H/n.#...................................................................................................................11 2.2.2.7 S$##/(n S3L..................................................................................................................................................................12 2.2.2.4 U#/n' S n(n +#............................................................................................................................................................ 12 2.2.2.& R(ll%"56 On E))()2 C(++/. E"57 P"##2 C(++/. E"57 T"%l$.........................................................................................13 2.2.2.1, U81".$ A-.$) F"/l$1 In#$).............................................................................................................................................14

2.2.3 IFB Import Process Specific Parameters............................................................................................................15

2.2.3.1 Onl !"#$ C(l*+n#....................................................................................................................................................... 15 2.2.3.2 In#$). R(9#2 U81".$ R(9#.............................................................................................................................................15 2.2.3.3 N$. C7"n'$....................................................................................................................................................................16 2.2.3.4 O)"5l$ In#$). A88$n1 M(1$...........................................................................................................................................17 2.2.3.5 T)/+ S8"5$#...................................................................................................................................................................14

2.2.4 EI

!e"ete Process #onfi$%ration ....................................................................................................................19

2.2.4.1 D$l$.$ All R(9#............................................................................................................................................................. 1& 2.2.4.2 D$l$.$ E0"5.................................................................................................................................................................... 1& 2.2.4.3 D$l$.$ M".57$#.............................................................................................................................................................. 2,

2.2.5 EI er$e Process #onfi$%ration.....................................................................................................................22 2.2.& Ot'er Parameters................................................................................................................................................24 3 RUNNING EIM...............................................................................................................................................................26 3.1 DATA...........................................................................................................................................................................26 3.2 IF! FILE AND EIM PROCESSES...................................................................................................................................27 3.3 SCHEDULING................................................................................................................................................................24 3.3.1 !e$ree of Para""e"ism()a*o%t.............................................................................................................................2+ 3.3.2 Batc'si,e..............................................................................................................................................................2+ 3.3.3 EI Streamin$ #onfi$%rations...........................................................................................................................2+ 3.3.4 #ontro"- Sc'e.%"in$.........................................................................................................................................29 3.4 EIM TA!LE MAINTENANCE........................................................................................................................................3, 4 VOLUME 4 LESSONS LEARNED...............................................................................................................................31 4.1 ENHANCEMENTS TO EIM PROCESSES.........................................................................................................................31 4.1.1 /e.%n.ant 0p.ates.............................................................................................................................................31 4.1.2 Sp"ittin$ 0p.ates.................................................................................................................................................32 4.1.3 1ints an. Optimiser o.e..................................................................................................................................34 4.2 DATA!ASE CONFIGURATION.......................................................................................................................................34 4.2.1 In.e2es.................................................................................................................................................................34 4.3 ODM ADAPTER FUNCTIONALIT:................................................................................................................................35 5 FURTHER READING....................................................................................................................................................36

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# Overvie$
1.1 Purpose
This d cu"e#t is i#te#ded t be used as a <uide ! r the desi<# a#d de,l y"e#t ! EIM i#ter!aces t su,, rt the deli;ery ! Siebel based ,r Aects at BT9 It =ill be ! ,articular rele;a#ce t the deli;ery ! O#eSiebel %a0a )cc u#t Ma#a<ed Plat! r"B )MP( a#d O#eCie= %a0a C lu"e Siebel Release >(9 This d cu"e#t is s,lit i#t t= "ai# secti #s as ! ll =s$ 19 Siebel EIM Best Practice This secti # details tech#iDues t be ad ,ted t e#sure that EIM i#ter!aces a#d their c #!i<urati #s adhere t Siebel a#d BT Best Practices9 +9 O#eCie= Release ' data l ad 2ess #s 2ear#ed This secti # details the 0ey less #s lear#ed !r " the O#eCie= %a0a C lu"e SiebelB Bi< DataB CCC( bul0 data l ad ! Billi#< )cc u#tsB )ssets a#d C #su"er U,dates i#t the O#eCie= Siebel i#sta#ce9 This d cu"e#t has bee# asse"bled !r " e*,erie#ce !r " BTEs eC l;e a#d C lu"e ,lat! r"s9 These a,,licati #s are !ed data ;ia ODM c #tr lled data l ads9 3here ,r cesses ther tha# ODM =ill dri;e EIM i#ter!aces %e9<9 C #;er<e t O#eSiebel "i<rati # A bs( the# s "e ODM related c #te#t =ill still be rele;a#t a#d s all secti #s sh uld be read9

1.2 Whats not included

This d cu"e#t is i#te#ded t share Best Practice a#d 2ess #s 2ear#ed a#d is #either a &i<h 2e;el # r a 2 = 2e;el Desi<#9 This d cu"e#t sh uld be used t !eed i#t the ab ;e "e#ti #ed desi<#s9 Details ! Oracle?2e;el tu#i#< is # t i#cluded alth u<h s "e tech#iDues "ay be "e#ti #ed i# the c #te*t ! ther EIM s,eci!ic ,ara"eters r c #!i<urati #s9 This is # t a FO#e St , Sh ,E !r " =hich t lear# EIM9 I#steadB this d cu"e#t is i#te#ded t c ""u#icate EIM Best Practice9

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1.3 Document Conventions

Gey , i#ts =ithi# this d cu"e#t ha;e bee# i#cluded i# call? ut b *es as ! ll =s$ This i#dicates a c #;e#ti # that sh uld be ! ll =ed by De;el ,"e#t Tea"s =ithi# BT9 ) =ar#i#< si<# i#dicates that s,eci!ic care sh uld be ta0e#B that a ,iece ! = r0 is reDuired t deter"i#e the best c #!i<urati # r that a c #;e#ti # r ,ara"eter sh uld # t be ! ll =ed9 )# i#! r"ati # sy"b l is used t i#dicate additi #al , i#ts ! i#terestB # t #ecessarily rele;a#t t s,eci!ic i",le"e#tati #s at BT9 These D cu"e#t C #;e#ti #s a,,ear ! r " st 0ey , i#t %i# the EIM Best Practice secti #( a#d s the d cu"e#tEs rec ""e#dati #s c uld be su""arised by readi#< Aust the illustrated , i#ts9

1.4 Control
)ll BT Siebel i#ter!ace de;el ,"e#t tea"s should ! ll = the rec ""e#dati #s ,rese#ted =ithi# this d cu"e#t9 I# ,articularB the rec ""e#dati #s must be ! ll =ed by the O#eSiebel a#d O#eCie= tea"s9 3here a ,articular c #;e#ti # "ust be circu";e#ted ! r a ,articular reas #B this sh uld be c ""u#icated t the auth r ! r a,,r ;al the auth r ! this d cu"e#t esse#tially =#s all O#eSiebel a#d O#eCie= EIM i#ter!aces !r " a# ,erati #al a#d ,er! r"a#ce sta#d, i#t9

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% EIM &est Practice

2.1 Introduction
SiebelEs E#ter,rise I#te<rati # Ma#a<er %EIM( ,erati # is deter"i#ed by a c #!i<urati # !ile9 This !ile is called the IFB !ile a#dB c u,led =ith l adi#< data i#t a Siebel EIMHI#ter!ace table %a sta<i#< table that Siebel uses s that it ca# build the l <ical data relati #shi,s as de!i#ed =ithi# SiebelEs Re, sit ry( deter"i#es =hat ,erati #s EIM carries ut9 )s a <e#ericB ut? !?the?b * i#ter!ace "echa#is"B EIMEs ,er! r"a#ce ca# be strea"li#ed by reduci#< the a" u#t ! = r0 it has t d 9 This is d #e by i", si#< strict IFB <uideli#es9 N t all ,ara"eters are discussed i# detail9 ) si#<le I#ter!ace Table "a,s t "ulti,le Base Tables %t cl sely ! ll = the #ature ! Siebel Busi#ess ObAects a#d Busi#ess C ", #e#ts(9 )ll tables a#d related ! rei<# 0eys are ,r cessed by de!ault u#less ,ara"eters are s,eci!ied i# the i!b !ile9 This d cu"e#t describes h = t alter EIMEs de!ault ,erati # by s,eci!yi#< ,ara"eters i# the i!b !ile9 S "e ! these cha#<es "a0e !u#cti #al i",acts %i9e9 cha#<e the =ay i# =hich how EIM ,r cesses the data( =hereas thers ca# i",r ;e ,er! r"a#ce %# r"ally by li"iti#< the a" u#t ! work EIM a#d the u#derlyi#< database has t d (9

2.2 EI

Con!i"uration

%'%'# Overvie$
EIM su,, rts the ! ll =i#< ' " des ! ,erati #$ o o o o I", rt Delete Mer<e E*, rt

The EIM I", rt A b is actually a# U,sert ,erati # a#d s this d cu"e#t =ill re!er t b th I", rt %I#sert( a#d U,date EIM ,erati #s9 There are a #u"ber ! <e#eric i!b ,ara"eters that are ;alid ! r all " des ! ,erati # as =ell as th se that are ,erati # s,eci!ic9 This d cu"e#t =ill e*,l re I", rtB Delete a#d Mer<e A bs i# " re detail9 EIM E*, rts =ill # t be c ;eredB as they are # t %<e#erally( used =ithi# BT i#steadB P2HS-2 % !te# c #tr lled by )b I#iti <ra,hs( is used t Duery the Siebel data tables directly i# rder t e*, rt i#! r"ati #9

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Siebel EIM Best Practice IN CONFIDENCE S that s "e ! the ter"i# l <y =ithi# this d cu"e#t is clearB hereEs a# e*a",le IFB !ile %I i#dicates li#es re" ;ed ! r clarity($ [Siebel Interface Manager] LOG TRANSACTIONS TO FILE = FALSE USING SYNONYMS = FALSE header secti #

[U!"ate#$ol%&e#'ill#Accnt] TY(E = IM(ORT 'ATC) = *'atc+Range TA'LE = EIM#ACCOUNT ONLY 'ASE TA'LES = S#(ARTY, S#ORG#E-T INSERT RO.S = S#(ARTY, FALSE U(/ATE RO.S = S#(ARTY, FALSE INSERT RO.S = S#ORG#E-T, FALSE NET C)ANGE = FALSE ONLY 'ASE COLUMNS = S#(ARTY (ARTY#UI/, 0 S#(ARTY (ARTY#TY(E#C/, 0 S#ORG#E-T NAME, 0 S#ORG#E-T LOC, 0 S#ORG#E-T 'U#I/, 0 S#ORG#E-T CURR#(RI#LST#I/ N te$ a bac0slash %FJE( sh uld be used t esca,e #e= li#es ! r readability9

Pr cess secti #

Ma#y ,ara"eters ca# be s,eci!ied i# the &eader secti #B the Pr cess secti # r b th9 The rules ! i#herita#ce are as ! ll =s$ I! a ,ara"eter is set i# the &eader secti #B it is i#cluded i# all Pr cess secti #s9 I! a ,ara"eter is used i# a Shell ,r cessB it is i#cluded i# all Shell Sub ,r cesses %detailed later(9 I! a ,ara"eter is i# the &eader secti # a#d als i# the Pr cess secti #B the# the ;alue i# the Pr cess secti # ;er?rides that ! the &eader secti #9 The sa"e is true ! r Shell ,r cess a#d Shell Sub ,r cess9 I! a ,ara"eter e*ists #ly i# a Pr cess secti # a#d # t i# the &eader secti #B the# it is #ly used i# that Pr cess9

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%'%'% IF& (eneric Parameters

The ,ara"eters here a,,ly t all EIM A b ty,esB =ith ,r cess s,eci!ic %i9e9 I", rtB Delete r Mer<e( ,ara"eters a#d tech#iDues bei#< s,eci!ied i# subseDue#t secti #s9 %'%'%'# Onl! &ase )ables This is a Pr cess secti # ,ara"eter9 Usa<e$ ONLY 'ASE TA'LES = 'ASE#TA'LE1, 'ASE#TA'LE2 I=here B)SEKT)B2E1 & B)SEKT)B2E+ are tables "a,,ed t by the EIM table i# Duesti #9 By #ly i#cludi#< the Base Table relati #shi,s that y u #eed t res l;eB EIMEs = r0 is reduced a#d s Per! r"a#ce ca# be i",r ;ed9 E*a",le$ I# O#eCie=B a C #su"er U,date A b i#c rrectly carried ut u,dates t SKP)RT/B SKOR1KELTB SK)CCNTKPOSTN a#d SKOR1KBU des,ite the !act that the data i# SK)CCNTKPOSTN a#d SKOR1KBU =as bei#< de!aulted by the C #su"er )da,ter %)b I#iti ( each ti"e9 By re" ;i#< these tables !r " the ON2/ B)SE T)B2ES ,ara"eterB the ,er! r"a#ce ! the C lu"e Siebel Release ' C #su"er U,date A b =as <reatly i",r ;ed9 S that ,er! r"a#ce <ai#s such as these ca# be "adeB detailed !u#cti #al a#alysis ! the EIM i#ter!ace "ust be carried ut i# rder t !ully u#dersta#d the data s urce9

Usa<e$

This ,ara"eter sh uld be used ON2/ B)SE T)B2ES

%'%'%'% Ignore &ase )ables This is a Pr cess secti # ,ara"eter9

INGORE 'ASE TA'LES = 'ASE#TA'LE1, 'ASE#TA'LE2 I=here B)SEKT)B2E1 & B)SEKT)B2E+ are tables "a,,ed t by the EIM table i# Duesti #9 )s a# alter#ati;e t ON2/ B)SE T)B2ESB this ,ara"eter ca# be used t detail s,eci!ic tables that sh uld be i<# red by the EIM ,r cess9 F r clarityB the #ly i#sta#ce i# =hich this ,ara"eter = uld be used i#stead ! ON2/ B)SE T)B2ES is =here the "aA rity ! the tables "ust be i#cluded9 By usi#< this ,ara"eterB it =ill be clear =hich tables =ill # t be used9

This ,ara"eter =ill <e#erally # t be used I1NORE B)SE T)B2ES

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Siebel EIM Best Practice IN CONFIDENCE %'%'%'* Ignore &ase Columns This is a Pr cess secti # ,ara"eter9 Usa<e$ IGNORE 'ASE COLUMNS = 'ASE#TA'LE1 'ASE#COLUMN1,0 'ASE#TA'LE1 'ASE#COLUMN2,0 'ASE#TA'LE2 'ASE#COLUMN1 I=here B)SEKT)B2E1 a#d B)SEKT)B2E+ are "a,,ed t by the EIM table i# Duesti # a#d B)SEKCO2UMN1 & B)SEKCO2UMN+ are c lu"#s # each Base Table9 This ,ara"eter ca# be used t i#struct EIM t i<# re the ,r cessi#< ! c lu"#s s,eci!ied9 This is " st use!ul ! r i<# ri#< u#used ! rei<# 0ey9 This = uld result i# EIM # t atte",ti#< t res l;e the ! rei<# 0ey i# Duesti #9 This ,ara"eter = uld <e#erally # t be used # O#eSiebel =ith the use ! ON2/ B)SE CO2UMNS bei#< ,re!erred9

This ,ara"eter =ill <e#erally # t be used I1NORE B)SE CO2UMNS N t su,, rted ! r Mer<e ,r cesses9

%'%'%'+ Default Columns There are a #u"ber ! EIM c lu"#s =here it "ay be desirable t set a de!ault ;alue ! r a c lu"#B i! # ;alue is s,eci!ied9 There is a# ,ti # t s,eci!y these ;ia the i!b !ile %DEF)U2T CO2UMN M CO2UMNKN)MEB F;alueE( h =e;er this <i;es EIM a# additi #al S-2 state"e#t t e*ecute9 I# tu#i#< EIMB the bAecti;e is t reduce the = r0 that EIM has t d B there! re !i*ed & de!ault c lu"#s sh uld be set by the e*ter#al i#ter!ace architecture i9e9 )b I#iti 9

This ,ara"eter sh uld # t be used DEF)U2T CO2UMN

%'%'%', Fi-ed Columns There are a #u"ber ! EIM c lu"#s =here it "ay be desirable t set a !i*ed ;alue ! r a c lu"#9 There is a# ,ti # t s,eci!y these ;ia the i!b !ile %FILED CO2UMN M CO2UMNKN)MEB F;alueE( h =e;er this <i;es EIM a# additi #al S-2 state"e#t t e*ecute9 I# tu#i#< EIMB the bAecti;e is t reduce the = r0 that EIM has t d B there! re !i*ed & de!ault c lu"#s sh uld be set by the e*ter#al i#ter!ace architecture i9e9 )b I#iti 9

This ,ara"eter sh uld # t be used DEF)U2T CO2UMN

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Siebel EIM Best Practice IN CONFIDENCE %'%'%'. /se Indeints0 /se Essential Indeints

These are Pr cess secti # i!b !ile ,ara"eter9 Usa<e$ USE IN/E- )INTS = TRUE3FALSE USE ESSENTIAL IN/E- )INTS = TRUE3FALSE The de!ault ;alues ! these ,ara"eters are i#dicated i# boldB "ea#i#< that EIM adds i#de* hi#ts t certai# S-2 state"e#ts9 There are t= le;els ! <ra#ularity a;ailable9 By s,eci!yi#< USE INDEL &INTS M TRUEB the# additi #al i#de* hi#ts are used !r " the de!ault9 I! # hi#ts are desiredB the# set b th ,ara"eters t F)2SE9 EIM d es # t al=ays su<<est the " st a,,r ,riate e*ecuti # ,ath a#d s t deter"i#e =hether the %hard c ded( hi#ts i",r ;e ,er! r"a#ce r # tB EIM A bs sh uld be ,er! r"a#ce tested =ith a#d =ith ut this set t #rue i# rder t <au<e ,er! r"a#ce characteristics9 3ithi# C lu"e " st i#ter!aces %but # t all( ha;e bee# ! u#d t ,er! r" better =ith # i#de* hi#ts i# ,lace =he# the Oracle C st Based O,ti"iNer %CBO( is used9 The actual i#de* hi#ts the"sel;es ca## t be s,eci!ied Aust a# ability t tur# #O !! i#de* hi#ts is ,r ;ided9 I# C lu"e Release ' this ,ara"eter =as used i# c #Au#cti # =ith the SESSION S-2 M P)lter sessi # set ,ti"iNerK" de M allKr =sP alth u<h as O#eSiebel ha;e ch se# the Siebel 696 ;ersi #B the# the database =ill already be ru##i#< i# C st Based " de9 It is i", rta#t that O#eSiebel ,er! r"a#ce testi#< e*,l res this area9 )s Siebel 696Es # = su,, rts %i# !actB "a#dates( the Oracle C st Based O,ti"iNerB the# the USE INDEL &INTSB USE ESSENTI)2 INDEL &INTS "ust be th r u<hly e*a"i#ed by Per! r"a#ce Testi#<9 O# C lu"e it has bee# bser;ed that Siebel !te# adds i#a,,r ,riate i#de* hi#ts such as hi#ti#< the use ! SKOR1KELTKU+ t res l;e ! rei<# 0eys t SKOR1KELT9 )s this i#de* is led by BUKID =hich is # #?selecti;e i# the C lu"e a,,licati # %all )cc u#ts bel #< t the FBT C lu"eE r<a#isati #(B this is a# i#a,,r ,riate i#de* t use9 By tur#i#< hi#ts !!B the " re a,,r ,riate SKOR1KELTKU1 i#de* % r better still a cust " i#de*( "ay be ch se# by Oracle9

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Siebel EIM Best Practice IN CONFIDENCE %'%'%'1 2ession 23L This ,ara"eter has already bee# i#tr duced i# the secti # # USE INDEL &INTSB USE ESSENTI)2 INDEL &INTS9 Usa<e$ SESSION S4L = 5sql statement to be executed6 N te that # ter"i#ati#< se"i?c l # %Q( sh uld be used e<9 SESSION S4L = 7Alter 8e88ion 8et o!ti&i9er#&o"e = all#ro:87 This ,ara"eter ca# be used t e*ecute cust " S-2 at the be<i##i#< ! EIMEs sessi # %EIM is a si#<le threadedB si#<le database c ##ecti # c ", #e#t(9 O#ly a si#<le state"e#t ca# be issued9 Sessi # S-2 sh uld NOT be used t " di!y data i# the Siebel sche"a directly as Siebel d es # t su,, rt direct S-2 %e*ce,t ! r Dueryi#<(9 Sessi # S-2 sh uld NOT be used t " di!y data i# the Siebel sche"a directly as Siebel d es # t su,, rt direct S-2 %e*ce,t ! r Dueryi#<(9 )s Siebel 696Es # = su,, rts %i# !actB "a#dates( the Oracle C st Based O,ti"iNerB the# setti#< ! ,ti"iser " de ;ia SESSION S-2 "ay # l #<er be a,,r ,riate9 The Per! r"a#ce Tea" =ill i#;esti<ate this area9 %'%'%'4 /sing 2!non!ms This is a# EIM Pr cess secti # ,ara"eter9 Usa<e$ USING SYNONYMS = TRUE3FALSE EIMEs de!ault ,erati # is t l 0 u, )cc u#t Sy# #y"s i# rder t res l;e ! rei<# 0eys t SKOR1KELT9 This reDuires that EIM d es a# additi #al l 0u, a#d s setti#< this ,ara"eter t $alse ca# reduce ;erall ru# ti"e9 The de!ault is #rue9 )lth u<h O#eSiebel "ay ha;e a reDuire"e#t t su,, rt Sy# #y"s %#radin" %s #a"es(B ODM =ill su,,ly Siebel User Geys ! the )cc u#t as de!i#ed i# SKOR1KELT a#d s setti#< this ,ara"eter t F)2SE =ill # t i",act this !u#cti #ality9

This ,ara"eter sh uld be used USIN1 S/NON/MS M F)2SE

Pa<e 1+ ! 8> IN CONFIDENCE

Siebel EIM Best Practice IN CONFIDENCE %'%'%'5 "ollbac6 On Error0 Commit Each Pass0 Commit Each )able These ,ara"eters deter"i#e =hat ha,,e#s =he# a l = le;el EIM err r ccurs %such as a# Oracle err r(9 By de!aultB EIM c ""its each table a#d each ,assB "ea#i#< that i! a# err r ccursB the result "ay be ,artially i", rted data9 E*a",le The C lu"e C #su"er e#tity c #sists ! a# e#try i# SKP)RT/B SKOR1KELTB SK)CCNTKPOSTNB SKOR1KBU9 I! a &ow &evel ccurs duri#< EIM I", rtB a# e#try "ay be i#serted i#t SKP)RT/B SKOR1KELT but # t i#t ther tablesB "a0i#< this rec rd l <ically i#;alid =ithi# O#eCie=9 I# rder t ,r ,erly r llbac0 tra#sacti #s i# the e;e#t ! a &ow &evel err rB the# this ,ara"eter sh uld be used i# c #Au#cti # =ith COMMIT E)C& P)SS M F)2SEB COMMIT E)C& T)B2E M F)2SE9 Usa<e$ RO22B)CG ON ERROR M TRUEOFAL2E COMMIT E)C& P)SS M )"/EOF)2SE COMMIT E)C& T)B2E M )"/EOF)2SE The de!aults are i#dicated i# bold9 )s ,er Siebel )lert +75B these setti#<s sh uld be set t ,er! r" a si#<le c ""it %RO22B)CG ON ERROR M TRUEB COMMIT E)C& P)SS M F)2SEB COMMIT E)C& T)B2E M F)2SE( ! r all Mer<e a#d Delete O,erati #s9 3hilst it "ay i""ediately a,,ear be#e!icial t use these setti#<s ! r I#sert a#d U,date ,erati #sB there is a hi<h ris0 that this = uld i",act c ",eti#< ,r cesses %li0e Siebel )#alytics( by causi#< a# Oracle FS#a,sh t t ldE err r9 This c "bi#ati # ! ,ara"eters sh uldB there! reB #ly be used ! r EIM Mer<e a#d Delete ,r cesses9 )s it d es # t "a0e se#se t use RO22B)CG ON ERROR =ith ut usi#< b th COMMIT E)C& P)SS M F)2SE a#d COMMIT E)C& T)B2E M F)2SEB the# this ,ara"eter sh uld # t be i#cluded i# the header secti # ! the i!b !ile %as is the case curre#tly # C lu"e(9

Pa<e 18 ! 8> IN CONFIDENCE

Siebel EIM Best Practice IN CONFIDENCE %'%'%'#7 /pdate After Failed Insert

I! si#<le c ""it is # t i",le"e#ted %a#d it sh uld <e#erally # t be used ! r EIM I", rt ,r cesses( i# O#eCie=B ODMEs TrueDi!! ,r cess sh uld chec0 all tables i# a "ulti?table e#tity t e#sure that the 'pdate a!ter !ailed Insert ,erati # ,er! r"s ,r ,erly9 EIM I", rt A bs i#te#ded t I#sert? #ly i#t the Base Tables are # t <e#erally c #!i<ured =ith UPD)TE RO3S M F)2SEB =hich "ay ther=ise be e*,ected %t a; id a Data -uality Issue =here a# a# "aly has ccurred(9 This is s that i! the i#itial i#sert !ailsB the# se#di#< the rec rd a<ai# =ill result i# a# u,date t a ,artial rec rd9 I# C lu"e at ,rese#tB this is # t i",le"e#ted ,r ,erly because the TrueDi!! ,r cess %the ODM ,r cess that ide#ti!ies =hich rec rds t i#sertB u,date r delete !r " Siebel based # c ",ari#< the data =ithi# Siebel =ith that =ithi# ODMEs datast res( d es # t c ",are c lu"#s i# all tables ! r e;ery e#tity9 )s ,er Siebel )lert +75B these setti#<s sh uld be set t ,er! r" a si#<le c ""it %RO22B)CG ON ERROR M TRUEB COMMIT E)C& P)SS M F)2SEB COMMIT E)C& T)B2E M F)2SE( ! r all Mer<e a#d Delete O,erati #s9 I! si#<le c ""it is # t used %a#d it sh uld # t be(B ODMEs TrueDi!! ,r cess sh uld be ca,able ! i#cludi#< all c lu"#s i# all Base tables i#; l;ed i# each EIM ,r cess9

Pa<e 1' ! 8> IN CONFIDENCE

Siebel EIM Best Practice IN CONFIDENCE

%'%'* IF& Import Process 2pecific Parameters

This secti # details th se ,ara"eters that are s,eci!ic t EIM A bs ! ty,e FI", rtE %b th I#sert a#d U,date ,erati #s(9 )s =ell as the ,ara"eters detailed =ithi# this secti #B th se ,ara"eters i# the 1e#eric secti # ca# als be a,,lied9 %'%'*'# Onl! &ase Columns This is a Pr cess secti # ,ara"eter9 Usa<e$ IGNORE 'ASE COLUMNS = 'ASE#TA'LE1 'ASE#COLUMN1,0 'ASE#TA'LE1 'ASE#COLUMN2,0 'ASE#TA'LE2 'ASE#COLUMN1 I=here B)SEKT)B2E1 a#d B)SEKT)B2E+ are "a,,ed t by the EIM table i# Duesti # a#d B)SEKCOUMN1 & B)SEKCO2UMN+ are c lu"#s # each Base Table9 3hereas the <e#eric ,ara"eter FI<# re Base C lu"#sE i#structs EIM t i<# re s,eci!ic c lu"#sB FO#ly Base C lu"#sE i#structs EIM t #ly ,r cess th se c lu"#s s,eci!ically listed9 It d es # t "a0e se#se t use b th FI<# re Base C lu"#sE a#d FO#ly Base C lu"#sE i# the sa"e A b9 Either s,eci!y #e r the ther9 ON2/ B)SE CO2UMNS sh uld be used ! r e;ery i#ter!ace t achie;e best ,er! r"a#ce / u "ust i#clude F rei<# Gey c lu"#s %I#sert a#d U,date(B reDuired !ields %I#sert ,erati #( a#d a#y data c lu"#s t be l aded9

Usa<e$

ON2/ B)SE CO2UMNS sh uld be used ! r e;ery i#ter!ace t achie;e best ,er! r"a#ce9

%'%'*'% Insert "o$s0 /pdate "o$s These t= Pr cess secti # ,ara"eters i",act u, # b th Data -uality a#d Per! r"a#ce9

INSERT RO.S = 'ASE#TA'LEN, TRUE3FALSE U(/ATE RO.S = 'ASE#TA'LEN, TRUE3FALSE )s has already bee# statedB a# EIM table "a,s t "ulti,le base tables9 The use ! the ab ;e ,ara"eters c #tr ls =hat ty,e ! ,erati # is all =ed # each s,eci!ied table9 The de!ault ! r b th ,ara"eters is #rue9 )s a# EIM I", rt A b is actually a# 'psert ,erati #9 i9e9 i! the User Geys , ,ulated i# the EIM table "atches th se ! a# e*isti#< r = i# the Base TablesB the# the ,erati # is a# U,date9 I! the User Geys , ,ulated i# the EIM table d # t "atch th se ! a# e*isti#< r = i# the Base TablesB the# the ,erati # is a# I#sert ,erati #9 BT has i#;ested hea;ily i# the ODM layerEs ca,ability ! creati#< se,arate I#sert a#d U,date tra#sacti #sB based ar u#d the unload !u#cti #ality =hich is #ecessary due t multi(masterin"9 )s suchB ODM deter"i#es =hether the ,erati # should be a# i#sert r a# u,date t SiebelEs data9 There! reB the auth r belie;es that e;ery EIM A b sh uld s,eci!ically use INSERT RO3S Pa<e 1. ! 8> IN CONFIDENCE

Siebel EIM Best Practice IN CONFIDENCE a#d UPD)TE RO3S t s,eci!y the ,erati #s that EIM is allowed t ,er! r"9 This =ill ,re;e#t a#y r =s !r " bei#< u,dated %=here User Geys "atch i# err r( r i#serted %=he# User Geys are # t l cated( u#i#te#ti #ally9 Per! r"a#ce ca# be i",r ;ed by ,re;e#ti#< redu#da#t u,dates9 INSERT RO3S a#d UPD)TE RO3S sh uld be used t ti<hte# Data -uality a#d i",r ;e ,er! r"a#ce9 I! si#<le c ""it is # t usedB ODMEs TrueDi!! ,r cess sh uld be ca,able ! chec0i#< all tables i#; l;ed i# a# EIM i#ter!ace9 This = uld "ea#B ,ti"allyB that a# I#sert i#ter!ace c uld s,eci!y UPD)TE RO3S M F)2SE # base tables s that # err #e us u,date = uld be all =ed9 I! TrueDi!! is # t !ully a=are ! each Siebel e#tityB the# I#sert A bs = uld #eed t be set t all = u,dates alth u<h this = uld#Et al=ays !i* rec rds as i#te#ded %sel!?heali#< ca,ability(9 )lth u<h INSERT RO3S M TRUE is the de!aultB it is a < s that the i#ter!aceEs i#te#ti # is # t a"bi<u us9 d idea t state this s,eci!ically

Full use ! INSERT RO3S a#d UPD)TE RO3S =ill "ea# that a#y ccurre#ces ! P)RTI)22/KIMPORTED sh uld be treated as ri<ht!ul err rs9 %'%'*'* Net Change This ,ara"eter is used t s,eci!y =hether c lu"#s ca# be u,dated t NU229 Usa<e$ NET C)ANGE = TRUE3FALSE The de!ault ;alue is sh =# i# bold9 3he# set t F)2SEB Base Table c lu"#s =ill be u,dated t NU22 i! the c rres, #di#< EIM table c lu"# is NU22 a#d ON2/ B)SE CO2UMNS is used9 This is the #ly =ay t u,date a c lu"# t NU229 EIMEs de!ault beha;i ur is t s0i, ,r cessi#< ! NU22 c lu"#s i# the EIM table %e*ce,t =here ON2/ B)SE CO2UMNS is used(9 Because ! the =ay i# =hich ODM ada,ters are desi<#ed a#d =i#< t the !act that ON2/ B)SE CO2UMNS is used thr u<h,utB NET C&)N1E M F)2SE is used ! r all U,date ,r cesses9 3hilst the u#derlyi#< S-2 <e#erated by NET C&)N1E M F)2SE i",le"e#ts this by use ! a lar<e NC2 based state"e#tB this has # t bee# see# t cause a si<#i!ica#t ,r cessi#< ;erhead9

Pa<e 1> ! 8> IN CONFIDENCE

Siebel EIM Best Practice IN CONFIDENCE %'%'*'+ Oracle Insert Append Mode This is a #e= !eature i# Siebel 69.*9 Usa<e$ ORACLE INSERT A((EN/ MO/E = TRUE3FALSE The de!ault is sh =# i# bold9 Usi#< this "ea#s that =he# i#serti#< data i#t the Base tablesB OracleEs I#sert ),,e#d M de is used9 This i#serts data i#t #e= bl c0s ab ;e the &i<h 3ater Mar09 3hilst this "ay i",r ;e <e#eral i#sert ,er! r"a#ceB use ! this ,ara"eter =ill lead t i#creased !ra<"e#tati # a#d i#creased st ra<e reDuire"e#ts9 The C lu"e Pr ducti # DB) tea" d # t su,, rt use ! this ,ara"eter9 D # t use this ,ara"eter as it ca# lead t i#creased Base Table !ra<"e#tati # as =ell as i#creased st ra<e reDuire"e#ts9

Pa<e 16 ! 8> IN CONFIDENCE

Siebel EIM Best Practice IN CONFIDENCE %'%'*', )rim 2paces This is a# EIM Pr cess secti # ,ara"eter9 Usa<e$ TRIM S(ACES = TRUE3FALSE EIMEs de!ault ,erati # is t ri<ht tri" =hite s,ace ar u#d data !ields$
U(/ATE SET SIE'EL EIM#ACCOUNT IF#RO.#STAT#NUM = ;, IF#RO.#STAT = <IN#(ROGRESS<, T#ORG#E-T##STA = ;, T#ORG#E-T##RI/ = NULL, T#ORG#E-T##E-S = <N<, T#ORG#E-T##UN4 = <N<, T#ORG#E-T#'U#I/ = NULL, T#ORG#E-T#CURR(R = NULL, EN/#/T = /ECO/E=EN/#/T,NULL,TO#/ATE=NULL>, TO#/ATE=TO#C)AR=EN/#/T,<YYYY?MM?//<>33< ;;@;;@;;<,<YYYY?MM?// ))2A@MI@SS<>>, START#/T = /ECO/E=START#/T,NULL,TO#/ATE=NULL>, TO#/ATE=TO#C)AR=START#/T,<YYYY?MM?//<>33< ;;@;;@;;<,<YYYY?MM?// ))2A@MI@SS<>>, NAME = RTRIM=NAME>, LOC = /ECO/E=LOC,NULL,NULL,RTRIM=LOC>>, ALIAS#NAME = /ECO/E=ALIAS#NAME,NULL,NULL,RTRIM=ALIAS#NAME>>, ASGN#()#AC = /ECO/E=ASGN#()#AC,NULL,NULL,RTRIM=ASGN#()#AC>>, ASGN#()#CC = /ECO/E=ASGN#()#CC,NULL,NULL,RTRIM=ASGN#()#CC>>, 'ASE#CURCY#C/ = /ECO/E='ASE#CURCY#C/,NULL,NULL,RTRIM='ASE#CURCY#C/>>, URL = /ECO/E=URL,NULL,NULL,RTRIM=URL>>, $AT#REGN#NUM = /ECO/E=$AT#REGN#NUM,NULL,NULL,RTRIM=$AT#REGN#NUM>>, RO.#STATUS = /ECO/E=RO.#STATUS,NULL,NULL,RTRIM=RO.#STATUS>>, COMMENTS = /ECO/E=COMMENTS,NULL,NULL,RTRIM=COMMENTS>>, STATUS = /ECO/E=STATUS,NULL,NULL,RTRIM=STATUS>> .)ERE =IF#RO.#'ATC)#NUM = 1>

N t all c lu"#s are tri""ed but this ca## t be c #tr lled9 By setti#< this ,ara"eter t FalseB the# this ,erati # is # t ,er! r"ed duri#< the FI#itialiNe I#ter!ace TablesE EIM ,ass9 3hilst this the retically sli"s d =# EIM ,r cessi#<B the <ai#s t by had by setti#< TRIM SP)CES M F)2SE =ill be #e<li<ible =he# c ",ared t the i",act ! ther EIM ,ara"eters9 )dditi #allyB b th the eC l;e a#d C lu"e de;el ,"e#t tea"s ha;e e*,ressed that they ,re!er t retai# the de!ault ! TRUE9

TRIM SP)CES sh uld be le!t at the de!ault ;alue ! TRUE9 It adds # ;alue t s,eci!y this e*,licitly i# the i!b9

Pa<e 14 ! 8> IN CONFIDENCE

Siebel EIM Best Practice IN CONFIDENCE

%'%'+ EIM Delete Process Configuration

This secti # details ,ara"eters a#d tech#iDues as =ell as i", rta#t Tech#ical I#! r"ati # !r " Siebel Su,, rtB =hich is s,eci!ic t EIM A bs ! ty,e FDeleteE a#d FMer<eE9 This secti # is structured di!!ere#tly tha# ther li0e secti #s =ithi# this d cu"e#t as this =al0s the reader thr u<h each ty,e ! Delete A bB #a"ely$ o o o Delete )ll R =s Delete E*act Delete Matches

%'%'+'# Delete All "o$s This Pr cess secti # ,ara"eter is used t s,eci!y that all r =s "a,,ed t by the i#ter!ace table sh uld be deleted9 This ,ara"eter sh uld there! re be used =ith e*tre"e cauti #R Usa<e$ /ELETE ALL RO.S = TRUE3FALSE The de!ault ;alue is False9 N ther ,ara"eters are really be ;alid as all data i# the s,eci!ied Base Table =ill be deleted9

O#ce ru#B the User Geys ! rec rds deleted by the ,r cess =ill be l aded i#t the EIM tables a#d ca# be archi;ed r deleted9

D # t use a DE2ETE )22 RO3S M TRUE ,r cess i# Pr ducti # %the de!ault is F)2SE a#d s d es#Et #eed t be set e*,licitly(9

%'%'+'% Delete E-act This Pr cess secti # ,ara"eter is used t s,eci!y that EIM sh uld delete r =s i# the Base Tables =h se User Geys "atch th se ! rec rds l aded i#t the I#ter!ace Tables9 Usa<e$ /ELETE E-ACT = TRUE3FALSE )s EIM #ly #eeds the User GeysB the# #ly the User Geys sh uld be l aded9 This ,erati # is ,ri"arily c #cer#ed =ith deleti#< r =s !r " the ,ri"ary Base Tables "a,,ed t by the <i;e# EIM table9 Deleti # ! Child R =s ca# be c #tr lled by use ! ON2/ B)SE T)B2ES9 DE2ETE RO3S ca# be used t s,eci!y !r " =hich tables deletes are all =ed9 The de!ault ;alue is True9 Usa<e$ /ELETE RO.S = 'ASE#TA'LEN, TRUE3FALSE I=here B)SEKT)B2EN is a Base Table "a,,ed t by the s,eci!ic EIM table9 UPD)TE RO3S is als ;alid ! r this A b9 Pa<e 17 ! 8> IN CONFIDENCE

Siebel EIM Best Practice IN CONFIDENCE Setti#< DE2ETE RO3S a#dH r UPD)TE RO3S t F)2SE sh uld be d #e =ith e*tre"e cauti # as it "ay result i# da#<li#< ! rei<# 0eys i9e9 ! rei<# 0eys that # l #<er , i#t t a ;alid rec rd9 O#ce ru#B # additi #al data is , ,ulated i#t the i#ter!ace tables a#d s the ri<i#al r =s that =ere l aded i#t the EIM table "ay be archi;ed r deleted9 Setti#< DE2ETE RO3S a#dH r UPD)TE RO3S t F)2SE sh uld be d #e =ith e*tre"e cauti # as it "ay result i# da#<li#< ! rei<# 0eys9 DE2ETE EL)CT is the sa!est "eth d ! deleti#< data i# bul0 !r " Siebel a#d s is the ad ,ted delete "eth d at BT9

%'%'+'* Delete Matches This Pr cess secti # ,ara"eter is used t s,eci!y that EIM sh uld delete data !r " the Base Tables that "atches the where clause s,eci!ied i# the i!b9 e9<9 /ELETE MATC)ES = EIM#ACCOUNT, =CUST#STAT#C/ = BInactiCeD> I# the e*a",le ab ;eB all r =s =h se CUSTKST)TKCD M FI#acti;eE = uld be deleted9 O#ce ru#B this EIM A b =ill ha;e =ritte# the User Geys ! the rec rds deleted i#t the EIM tables9 This data ca# the# be either archi;ed r deleted9 There is # c #ce,t ! BatchsiNe i# a Delete Matches A b all r =s that "eet the criteria are ,r cessed i# a si#<le ru#9 There is # c #ce,t ! batchsiNe i# a Delete Matches A b9 There! reB se;eral A bs "ay be reDuired t delete the i#te#ded rec rdsB ,erha,s <r u,i#< the" by a data ra#<e ! ra#<e ! U#iDue Ide#ti!iers9 D # t use a DE2ETE M)TC&ES ,r cess i# Pr ducti # u#less itEs # a ;ery s"all #u"ber ! r =s9

Pa<e +5 ! 8> IN CONFIDENCE

Siebel EIM Best Practice IN CONFIDENCE

2.2.4.3.1

Im ortant In!ormation !rom Siebel Su

ort

There are t= i", rta#t Siebel )lerts #eed t be 0e,t i# "i#d ! r all Delete a#d Mer<e A bs9 These %lerts sh uld be i",le"e#ted i# all Delete a#d Mer<e A bs9 o There is a Siebel )lert %Alert *7.8 2pecif! 9N/M:IF)A&LE:LOAD:C/)OFF ; 7 for EIM merge and delete( that states that y u "ust s,eci!y a ,ara"eter %SNUMKIFT)B2EK2O)DKCUTOFFM5( ther=ise EIM =ill be )lind t s "e "etadata relati#< t ! rei<# 0eys9 This c uld clearly cause D- issues as it "ay lea;e da#<li#< ! rei<# 0eys9 3hilst this ,ara"eter sh uld be able t be s,eci!ied i# the IFB &eader secti # as detailed =ithi# the )lertB this =as ! u#d t re,eatedly cause a c re du", # the S laris ),,licati # Ser;er9 ) Ser;ice ReDuest =as l <<ed # Siebel Su,, rt3eb a#d the = r0ar u#d ! s,eci!yi#< this ;ia E*te#ded Para"eters # the c ""a#d li#e =as ! u#d9 Or,ha#ed rec rds "ay be created i# the curre#t c #!i<urati # i# the e;e#t that a# Oracle err r % r ther si"ilarly se;ere err r( ccurs =hilst the EIM A b is ru##i#<9 This is as a result ! a# ther Siebel )lert %Alert %758 EIM Merge and Delete processes should use onl! one commit per batch to avoid data integrit! issues ( a#dB a<ai#B "ay cause D- issues9 T ,re;e#t r,ha#s !r " bei#< created the ! ll =i#< setti#<s sh uld be s,eci!ied i# the Pr cess secti #$ COMMIT E)C& T)B2E M F)2SE COMMIT E)C& P)SS M F)2SE RO22B)CG ON ERROR M TRUE %I! a se;ere err r d es ccursB the e#tire batch is r lled bac0 but rec rds are le!t i# the EIM table =ith a# IFKRO3KST)T ! FINKPRO1RESSE because Siebel d es a c ""it a!ter preparin" the inter!ace ta)les %see #rim *paces secti # =ithi# this d cu"e#t ! r a# e*a",le EIM l < !ile sh =i#< this(9 There! reB i! rec rds are le!t =ith a# IFKRO3KST)T M FINKPRO1RESSE a!ter all EIM A bs ha;e c ",letedB the# it is clear that a l =?le;el err r has ccurred9( Use the ! ll =i#< ,ara"eters ! r all Delete a#d Mer<e A bs$

COMMIT E)C& T)B2E M F)2SE COMMIT E)C& P)SS M F)2SE RO22B)CG ON ERROR M TRUE SNUMKIFT)B2EK2O)DKCUTOFF M 5 sh uld be s,eci!ied ! r all Delete a#d Mer<e A bs9 ODMEs 1S2 % r a#y ther calli#< ,r cess( "ust be able t s,eci!y this ,ara"eter a#dB i# !actB it = uld be =ise that the 1S2 c uld build a !le*ible Ser;er Ma#a<er c ""a#d li#e " de call s that E+tended Parameters a#d ther s,ecialised attributes ca# be i#cluded9 This = uld reDuire that the curre#t ODM EIMKDET)I2 table a#d surr u#di#< !u#cti #ality be e#ha#ced9 I#cludi#< SNUMKIFT)B2EK2O)DKCUTOFF M 5 =ithi# the IFB !ileEs &eader secti # "ay cause c re du",s # the S laris ),,licati # Ser;er9 T = r0ar u#d thisB s,eci!y the ,ara"eter ;ia E*te#ded Para"eters # the c ""a#d li#e9

Pa<e +1 ! 8> IN CONFIDENCE

Siebel EIM Best Practice IN CONFIDENCE

%'%', EIM Merge Process Configuration

I# a Mer<e A bB victim a#d survivor rec rds are s,eci!ied i# the EIM tables9 The IFKRO3KMER1EKID # the ;icti" rec rd is , ,ulated =ith the r =Kid %i# the I#ter!ace Table( ! the survivor rec rd e9<9 IF:"O<:&A)C :N/M 155 155 155 155 155 I# the e*a",le ab ;e$ ,ne*ie)el a#d ,ne-iew are sur;i; r rec rds %# IFKRO3KMER1EKID s,eci!ied(9 -olume a#d .i" Data are "er<ed i#t ,ne-iew9 %ccount ana"ed Plat!orm is "er<ed i#t ,ne*ie)el9 "O<:ID 1 + 8 ' . NAME O#eSiebel O#eCie= C lu"e )cc u#t Ma#a<ed Plat! r" Bi< Data IF:"O<:ME"(E:ID

+ 1 +

) Mer<e A b d es # t ha;e a#y s,eci!ic ,ara"etersB h =e;er there are a #u"ber ! rec ""e#dati #s a#d bser;ati #s$ o o o ) Mer<e A b #ly #eeds the User Geys a#d IFKRO3KMER1EKID # the victim rec rd t be s,eci!ied9 Siebel )lerts 85> a#d +57 %as detailed i# the secti # e#titled Important In!ormation !rom *ie)el *upport( sh uld be i",le"e#ted9 UPD)TE RO3S is the #ly ther rele;a#t setti#<9 This c #tr ls =hether ! rei<# 0eys i# a child table are u,dated t , i#t t =ards the survivor r # t9 Setti#< this ,ara"eter t F)2SE ca# cause da#<li#< ! rei<# 0eys a#d is # t rec ""e#ded9 The batchsiNe used sh uld be c #siderably s"aller tha# the batchsiNe usually ad ,ted e9<9 # C lu"e the sta#dard EIM batchsiNe is 15B555 but a batchsiNe ! Aust +555 is used ! r )ddress Mer<e ,erati #s9 3hilst EIM Mer<e ca# the retically be ru# i# ,arallel i! rec rds are ;icti" rec rds are "utually e*clusi;e acr ss all batchesB this is # t rec ""e#ded Oracle l c0s ccurred duri#< Per! r"a#ce Testi#< # a #u"ber ! ccasi #s a#d as database res urce is c #siderable e;e# ! r a si#<le EIM strea"B the# ru##i#< EIM "er<e i# ,arallel is li0ely t saturate IO res urces ;ery Duic0ly a#d result i# a# own "oal9 )s i# the e*a",le ab ;e i! " re tha# 1 ;icti" is t be "er<ed i#t sur;i; rB this sh uld be d #e i# the sa"e batch %i! "utual e*clusi;ity ca# be <uara#teed(9 Mer<e ,erati #s sh uld NOT be s,lit i#t batches ! + c #tai#i#< Aust a sur;i; r a#d a ;icti" %as =as the case # C lu"e at #e , i#t(9

Pa<e ++ ! 8> IN CONFIDENCE

Siebel EIM Best Practice IN CONFIDENCE o C lu"e is curre#tly e*,erie#ci#< di!!iculties =ith EIM Mer<e A bs due t Per! r"a#ce a#d Data -uality Issues9 o Per! r"a#ce Due t the lar<e #u"ber ! relati #shi,s =ithi# the Siebel databaseB # t all rele;a#t ! rei<# 0ey c lu"#s # the database ha;e bee# i#de*edB ut ! the b *9 This i#; 0es Full Table Sca#s =hich are # t ;iable a<ai#st O#eCie=Es lar<est tables9 Siebel E*,ert ser;ices are curre#tly e#<a<ed t res l;e the issues a#d a res luti # is ! rthc "i#<9 o Data -uality ) Siebel d cu"e#ted issue =hereby duplicate columns are le!t behi#d i# i#tersecti # tables =as rece#tly e*,erie#ced by the C lu"e tea"9 3hilst this issue is re, rtedly res l;ed i# 696B it "erits that due care be ta0e#9 Use the ! ll =i#< ,ara"eters ! r all Delete a#d Mer<e A bs$

COMMIT E)C& T)B2E M F)2SE COMMIT E)C& P)SS M F)2SE RO22B)CG ON ERROR M TRUE SNUMKIFT)B2EK2O)DKCUTOFF M 5 sh uld be s,eci!ied ! r all Delete a#d Mer<e A bs9 ODMEs 1S2 "ust be able t s,eci!y this ,ara"eter a#dB i# !actB it = uld be =ise that the 1S2 c uld build a !le*ible Ser;er Ma#a<er c ""a#d li#e " de call s that E+tended Parameters a#d ther s,ecialised attributes ca# be i#cluded9 This = uld reDuire that the curre#t C lu"e EIMKDET)I2 table a#d surr u#di#< !u#cti #ality be e#ha#ced9 The C lu"e tea" e#c u#tered Data Duality issues due t a# ut? !?the?b * Siebel issue9 3hilst this has bee# re, rtedly !i*ed i# 696B due care #eeds t be ta0e#9

Pa<e +8 ! 8> IN CONFIDENCE

Siebel EIM Best Practice IN CONFIDENCE

%'%'. Other Parameters

The ! ll =i#< table i#cludes details # ther EIM ,ara"eters ! r c ",lete#ess9 Para"eters reDuiri#< atte#ti # i#clude descri,ti # te*t i# bold9 N9B9 This <uide =as ,re,ared =ith re!ere#ce t b th Siebel 69.9+ a#d Siebel 6969 Parameter Description eader 2ection Onl! Parameters ,ther parameters can "enerall/ )e speci!ied in either the header or the process section. CONNECT ODBC data s urce # t reDuired as this is set usi#< data retrie;ed !r " the 1ate=ay Ser;er 2O1 TR)NS)CTIONS TO ) Siebel Re" te related ,ara"eter this should be set to FI2E FAL2E in the header section of all IF& files $hilst 2iebel "emote is not being used' )ll Siebel Re" te related ,ara"eters =ill #eed t be re;ie=ed i! Siebel Re" te is t be de,l yed9 USERN)ME This ,ara"eter sh uld # t be set9 Rather this i#! r"ati # is retrie;ed !r " the 1ate=ay9 P)SS3ORD This ,ara"eter sh uld # t be set9 Rather this i#! r"ati # is retrie;ed !r " the 1ate=ay9 T)B2EO3NER This ,ara"eter sh uld # t be set9 Rather this i#! r"ati # is retrie;ed !r " the 1ate=ay9 PROCESS This de!i#es the ,r cess t i#; 0e =he# EIM is started =ith the IFB !ile9 )his should not be used as it is ,re!erred that the ,r cess #a"e be s,eci!ied e*ter#ally i9e9 s,eci!ied # the c ""a#d li#e =he# i#; 0i#< EIM9 (eneric Process Parameters B)TC& The batch r batch ra#<e t be ,r cessed9 INC2UDE Used i# Shell Pr cesses t aut "ate the ru##i#< ! a #u"ber ! ,r cesses aut "atically9 Shell Pr cesses sh uld <e#erally # t be usedB as scheduli#< ! A bs is <e#erally "astered ut? =ith the EIM e#;ir #"e#t a#d s,eci!ic EIM ,r cesses t i#; 0e are s,eci!ied # the Ser;er Ma#a<er c ""a#d li#e9 De!ault.i!)B =hich ca# be ! u#d =ithi# the ),,licati # Ser;erEs ad"i# direct ryB c #tai#s e*a",les ! calli#< Shell Pr cesses9 2O1 TR)NS)CTIONS ) Siebel Re" te related ,ara"eter9 This ,ara"eter is #ly rele;a#t i! Dockin"0#ransaction &o""in" Syste" Pre!ere#ce is set t True9 N t rele;a#t t either O#eSiebel r195 r O#eCie= r>959 SGIP BUKID DEF)U2T The de!ault ;alue ! False sh uld be retai#ed t s,eci!y that EIM uses the de!ault ;alue de!i#ed =ithi# the Re, sit ry =he# setti#< ;irtual #ull 0eys9 T)B2E This ,ara"eter s,eci!ies =hich EIM table is t be ,r cessed by the EIM A b9 TR)NS)CTION S-2 The ,ti #al ,ara"eter ca# be used %si"ilarly t SESSION S-2( t ru# ad?h c S-2 a!ter each EIM S-2 state"e#t is c ""itted9 T date # s,eci!ic use has bee# ! u#d ! r this ,ara"eter9 T/PE S,eci!ies =hether the EIM ,r cess is ! ty,e IMPORT %i#cludes BT U,date a#d I", rt ,r cesses(B ELPORTB DE2ETEB MER1E r S&E229 Shell ,r cesses sh uld # t <e#erally be used9 De!ault.i!)B =hich ca# be ! u#d =ithi# the ),,licati # Ser;erEs ad"i# direct ryB c #tai#s e*a",les ! calli#< Shell Pr cesses9 Pa<e +' ! 8> IN CONFIDENCE

Siebel EIM Best Practice IN CONFIDENCE Parameter Description eader 2ection Onl! Parameters ,ther parameters can "enerall/ )e speci!ied in either the header or the process section. UPD)TE ST)TISTICS )s this ,ara"eter #ly a,,lies t DB+B it should not be used =ithi# BT %BT uses Oracle(9 Import Process Parameters COMMIT OPER)TIONS ) Siebel Re" te related ,ara"eter9 N t rele;a#t t either O#eSiebel r195 r O#eCie= r>959 FI2TER -UER/ This ,ti # ca# be used t s,eci!y =hich r =s i# the EIM table are t be ,r cessed e9<9 FI2TER -UER/ M %CUSTKST)TKCD M T)cti;eU(9 )s BT has i#;ested hea;ily i# e*ter#al ,re,arati # ! data ! r EIM %)b I#iti <ra,hs(B the# there sh uld be # #eed t use a ,ara"eter li0e this9 MISC S-2 This ,ara"eter sh uld be used ! r i#itial l ads #ly the auth r =ill re;ie= its a,,licability ! r O#eSiebel at a later date9 )TT)C&MENT DIRECTOR/ This ,ara"eter is used t s,eci!y the l cati # ! attach"e#ts t be l aded i#t Siebel9 EIM "ust ha;e b th read a#d =rite access t this direct ry9 %De!ault M SIEBE2K&OMEHINPUT( E-port Process Parameters N te$ The EIM E*, rt ,r cess is # t <e#erally used =ithi# BT but C2E)R INTERF)CE T)B2E The de!ault ! r this ,ara"eter is True "ea#i#< that the EIM e*, rt ,r cess deletes all e*isti#< r =s i# the i#ter!ace table ,ri r t starti#< the e*, rt ,r cess9 Use ! this ,ara"eter is #ly , ssible =here # ther usersH,r cesses are shari#< the s,eci!ic EIM table t be used9 ELPORT )22 RO3S Sy# #y" us =ith DE2ETE )22 RO3S ELPORT M)TC&ES Sy# #y" us =ith DE2ETE M)TC&ES Delete Process Parameters C)SC)DE DE2ETE ON2/ Used t s,eci!y =hether child rec rds are deleted %TRUE( r their FG is u,dated t NU22 %TRUE(9 The de!ault is False9 DE2ETE SGIP PRIM)R/ This ,ara"eter s,eci!ies =hether EIM sh uld ,er! r" a cascade u,date t the ,ri"ary child c lu"#9 The De!ault ;alue is TRUE9 Merge Process Parameters SET B)SED 2O11IN1 ) Siebel Re" te related ,ara"eter9 This ,ara"eter is #ly rele;a#t i! Dockin"0#ransaction &o""in" Syste" Pre!ere#ce is set t True9 N t rele;a#t t either O#eSiebel r195 r O#eCie= r>959

Pa<e +. ! 8> IN CONFIDENCE

Siebel EIM Best Practice IN CONFIDENCE

* "unning EIM
3.1 Data
Re;ie=s ! se;eral Siebel i",le"e#tati #s at BT has re;ealed that there hasB # ccasi #B bee# s "e c #!usi # as t =hat data #eeds t be , ,ulated ! r each di!!ere#t A b ty,e9 This secti # clari!ies =hat data is reDuired ! r each ty,e ! EIM A b9 Import =Insert> T i#sert a #e= rec rd %i#t Pri"ary r Child Base Tables(B User GeysB ReDuired FieldsB Data c lu"#s a#d Syste" C lu"#s #eed t be , ,ulated9 Import =/pdate> T u,date a# e*isti#< rec rd Aust the User GeysB s,eci!ic Data C lu"#s t u,date a#d Syste" C lu"#s #eed t be , ,ulated9 Delete T Delete a rec rd usi#< Delete E*actB Aust the User Geys a#d Syste" C lu"#s #eed t be , ,ulated9 Merge T Mer<e rec rdsB Aust User Geys a#d Syste" !ields #eed be , ,ulated9

The ! ll =i#< de!i#iti #s a,,ly t the ab ;e$ /ser ?e!s the c "bi#ati # ! c lu"#s used by EIM t u#iDuely ide#ti!y a r = %sy# #y" us =ith FC ", u#d GeysE(9 "e@uired Fields th se !ields that "ust be , ,ulated =he# creati#< a #e= rec rd9 Data Columns re<ular c lu"#s i# the EIM table that "a, t c lu"#s i# the Base Tables9 2!stem Columns CRE)TEDB CRE)TEDKB/B 2)STKUPDB 2)STKUPDKB/B RO3KIDB IFKRO3KB)TC&KNUMB IFKRO3KMER1EKIDB IFKRO3KST)TB MODIFIC)TIONKNUMB CONF2ICTKID9

The ! ll =i#< are "a#dat ry Syste" C lu"#s$ IF:"O<:&A)C :N/M c #tr ls the Batch t =hich the rec rd bel #<s "O<:ID used t u#iDuely ide#ti!y rec rds =ithi# a batch9 The c "bi#ati # ! IFKRO3KB)TC&KNUM a#d RO3KID "ust be u#iDue9 IF:"O<:ME"(E:ID %! r EIM Mer<e ,r cesses #ly( set this t the RO3KID =ithi# the batch that the rec rd =ill be "er<ed i#t 9 IF:"O<:2)A) set =ith a "ea#i#<!ul statusB such as FFORKIMPORTEB FFORKUPD)TEE9 This =ill be set t FINKPRO1RESSE by EIM duri#< ,r cessi#<9

The ther Syste" C lu"#s are de!aulted # a table le;el %Oracle de!ault ;alue( i# s "e i#sta#ces # t all i#sta#ces9 It isB h =e;erB < d ,ractice t set these !ields e*,licitly s that rec rds i# EIM tables ca# be easily ide#ti!ied9 N te that the ;alues , ,ulated i# these ther Syste" C lu"#s =ill # t i#!lue#ce the c rres, #di#< Base table rec rds these c lu"#s are set by the EIM ,r cess9

O#ly l ad the data reDuired by the i#ter!ace9

Pa<e +> ! 8> IN CONFIDENCE

Siebel EIM Best Practice IN CONFIDENCE

3.2 I$. $ile and EI

Processes

This secti # details <uideli#es that sh uld be ad ,ted by BT Siebel i#ter!ace de;el ,"e#t tea"s relati#< t h = t l <ically c llate "ulti,le EIM ,r cesses i#t i!b !iles9 I# <e#eralB there sh uld be a si#<le i!b !ile ,er e#tityB =ith "ulti,le ,r cesses bei#< "ai#tai#ed =ithi# that i!b !ile e9<9$ ) !ile called onesie)el1customer.i!) sh uld c #tai# all Cust "er related EIM ,r cesses ! r O#eSiebelB such as$ I", rtKO#eSiebelKCust "er U,dateKO#eSiebelKCust "er CeaseKO#eSiebelKCust "er DeleteKO#eSiebelKCust "er Mer<eKO#eSiebelKCust "er

N te$ the Cease ,r cess is a l <ical delete ! the Cust "er =hilst the Delete ,r cess is a ,hysical delete9 By i#cludi#< "ulti,le EIM ,r cesses ! r a <i;e# e#tity =ithi# a si#<le IFB !ileB the# c #!i<urati # "a#a<e"e#t ca# be c #tr lled at a# a,,r ,riate le;el9 The calli#< ,r cess %)b I#iti ada,terB scri,t etc( sh uld s,eci!y the ,r cess t ru# %a#d ther ,ara"eters( ;ia the c ""a#d li#e e9<9$ *SIE'EL#ROOTEbinE8rCr&gr ?g *GATE.AY@*G(ORT ?e *ENTER(RISE ?8 *A((SER$ER ?% *SUSER ?! *S(ASS ?c 7r%n ta8F for co&!onent ei& :it+ config=7*IF'7, traceflag8=G, errorflag8=1, S4LFlag8=H, EIten"e"(ara&8=7'atc+Range=*'ATC)7, (roce88=7*(NAME77 2'3I4 escape se5uences have )een omitted !or clarit/6. SSIEBE2KROOT the ,ath =here the Siebel ),,licati # Ser;er is i#stalled S1)TE3)/ the IP address % r h st#a"e( ! the Siebel 1ate=ay Ser;er S1PORT the , rt # =hich the 1ate=ay Ser;er is ru##i#< SENTERPRISE the #a"e ! the %2 <ical( Siebel E#ter,rise Ser;er S)PPSERCER the #a"e ! the %2 <ical( Siebel ),,licati # Ser;er SSUSER ? the Siebel a,,licati # user t be used t ru# the EIM ,r cess u#der SSP)SS the ,ass= rd ! the a! re"e#ti #ed user SIFB the !ull ,ath a#d !ile #a"e ! the IFB !ile t be used SB)TC& the batch r batch ra#<e t be ,r cessed by this EIM ,r cess %the use ! batch ra#<es "i#i"iNes the ;erheads ass ciated =ith starti#< a# EIM ,r cess( SPN)ME the #a"e ! the EIM Pr cess =ithi# the IFB !ile t i#; 0e

)s EIM #a"e?;alue ,ara"eter ,airs a#d e*te#ded ,ara"eters "ay #eed t be c #tr lled # a# ad?h c basisB the# the calli#< ,r cess sh uld be c #!i<urable i# the =ay i# =hich the c ""a#d li#e is structured a#d se#t t Ser;er Ma#a<er9 By i#cludi#< "ulti,le EIM ,r cesses ! r a <i;e# e#tity =ithi# a si#<le IFB !ileB the# c #!i<urati # "a#a<e"e#t ca# be c #tr lled at a# a,,r ,riate le;el9 This <uideli#e sh uld be ad ,ted9

Pa<e +6 ! 8> IN CONFIDENCE

Siebel EIM Best Practice IN CONFIDENCE

3.3 *chedulin"
This secti # discusses s "e !act rs e!!ecti#< the ru##i#< ! EIM as ! ll =s$ )s EIM ,erates # batches ! dataB the# use ! database ser;er res urces %i# ter"s ! red B archi;i#< a#d u#d ( ca# be ,ti"ised by use ! di!!ere#t batch siNes9 EIM ru#s as a si#<le threaded ,r cess a<ai#st the database ser;erB there! re it ca# be ru# i# ,arallel t i#crease thr u<h,ut9 Di!!ere#t scheduli#< ,ti #s9

*'*'# Degree of ParallelismALa!out

The 1S2 su,, rts the ru##i#< ! EIM batches i# ,arallel9 This "ea#s that c #curre#t EIM strea"s are !ired !! at the sa"e ti"eB = r0i#< a<ai#st di!!ere#t ra#<es ! batches si"ulta#e usly9 Duri#< C lu"e ' Per! r"a#ce Testi#< deter"i#ed the ,ti"al de<ree ! ,arallelis" by ;aryi#< the #u"ber ! c #curre#t strea"s a#d a#alysi#< thr u<h,ut9 ) li"it c "es ab ut =he# the competition ! r IHO results i# a de<raded thr u<h ut as " re a#d " re strea"s are added9 I! a A b is " re CPU b u#d tha# IO b u#dB the# ,arallelis" ca# <e#erally be i#creased %e9<9 t 4? =ay(9 By deter"i#i#< the ,ti"al de<ree ! ,arallelis"B the# better EIM thr u<h,ut ca# be achie;ed alth u<h c ",eti#< ,r cesses als #eed t be catered ! r9

Per! r"a#ce Testi#< sh uld ;ary the 2ay ut t achie;e the hi<hest thr u<h,ut9 EIM Mer<e ,r cesses sh uld # t be ru# i# ,arallel see the EIM Mer<e secti # ! r " re details9

*'*'% &atchsiBe
Si"ilarly t 2ay utB EIMEs best thr u<h,ut ca# be ! u#d by ;aryi#< batchsiNe duri#< testi#<9 F r C lu"eB the ,ti"al batchsiNe is <e#erally 15B555 rec rds ,er batch alth u<h s"aller batches "ust be used ! r Mer<e a#d Delete A bs t reduce the ris0 ! causi#< c ",eti#< ,r cess t !ail %e9<9 TS#a,sh t t ldU err rs(9 Such a lar<e ,ti"al batchsiNe is , ssible =he# the bu!!er cache is lar<e9

Per! r"a#ce Testi#< sh uld ;ary the BatchsiNe t achie;e the hi<hest thr u<h,ut9

*'*'* EIM 2treaming Configurations

3hilst C #;er<e deter"i#ed that =he# s,a=#i#< " re tha# . EIM strea" this #eeded t be s,read acr ss "ulti,le Siebel ),,licati # Ser;ersB such beha;i ur has yet t be e*hibited # C lu"e9 Pa<e +4 ! 8> IN CONFIDENCE

Siebel EIM Best Practice IN CONFIDENCE

C lu"e ru#s all EIM ,r cesses !r " a si#<le Siebel ),,licati # Ser;er9 C lu"e 'Es Per! r"a#ce =as c #siste#t i# deter"i#i#< that IHO # the database ser;er =as the si#<le bi<<est b ttle#ec0 %! r l ads i#t tables # t , ,ulatedB the si#<le bi<<est b ttle#ec0 is <e#erally =ith CPU(9 This there! re did # t <i;e rise t ,er! r"i#< testi#< the s,a=#i#< ! EIM !r " "ulti,le Siebel ),,licati # Ser;ers9 Per! r"a#ce Testi#< sh uld deter"i#e =hether i#creasi#< the #u"ber ! ,hysical Siebel ),,licati # Ser;ers e#ha#ces EIM ,er! r"a#ce9 I! this beha;i ur is # t ;eri!iedB the "ulti?ser;er EIM strea"i#< c #!i<urati # sh uld # t be ad ,ted9

*'*'+ ControlCM 2cheduling

I# C lu"eB the curre#t schedule %"ai#tai#ed a#d ,erated !r " C #tr l?M( is based u, # 8 strea"s a#d l 0s s "ethi#< li0e this$

Strea" 1 Pr cess 1

Strea" + Pr cess '

Strea" 8

Pr cess +

Pr cess .

U#l ad E#tity 1 U#l ad E#tity + U#l ad E#tity #

Pr cess 8

Pr cess #

Pr cess #

I# this scheduleB EIM table l ads ha,,e# at the tail e#d ! the #?li#e day %4," #=ards( this has # t yet caused a#y ,er! r"a#ce i",act u, # the #?li#e ,r cesses9 I# the e*cer,t ab ;eB "ulti,le strea"s ru# i# the schedule$ Strea" 1 ru#s EIM ,r cesses %each ! =hich is ru##i#< i# ,arallel(9 There are de,e#de#cies bet=ee# the ,r cesses bet=ee# the strea"s Strea" + ru#s EIM ,r cesses as i# Strea" 19 Strea" 8 ru#s u#l ads =ith de,e#de#cies =ith the EIM ,r cesses i# the ther t= strea"s a table is#Et u#l aded u#til all EIM ,r cessi#< a<ai#st that table is c ",lete %SKOR1KELT isB there! reB u#l aded last i# Strea" 8 as it is accessed by most EIM A bs(9

I# this a,,r ach A bs that ,r cess di!!ere#t EIM a#d Base tables ca# be ru# si"ulta#e uslyB =ith u#l ads < i#< # i# ,arallel de,e#de#cies bet=ee# EIM strea"s a#d u#l ads "ust be e#! rced9 This "a*i"ises use ! the batch =i#d =B as l #< as the database ser;er ca# c ,e =ith the de"a#ds ,ut u, # it9 Pa<e +7 ! 8> IN CONFIDENCE

Siebel EIM Best Practice IN CONFIDENCE

3here a ,r cess is deter"i#ed t ru# i# is lati # =ith "a*i"u" thr u<h,ut at a certai# de<ree ! ,arallelis" duri#< testi#<B this "ay #eed t be reduced i! ru# i# ,arallel =ith ther EIM ,r cesses a#d al #<side u#l ads9

3.4 EI

#a)le

aintenance

Due t the #u"ber ! ,erati #s e*ecuted a<ai#st the EIM tablesB the# the ! ll =i#< table "ai#te#a#ce is rec ""e#ded$ )runcate EIM tables re<ularly This has "a#y ad;a#ta<es i#cludi#< releasi#< u#used st ra<e a#d re" ;i#< !ra<"e#tati #9 Anal!se EIM tables a!ter each table l ad )s EIM e*ecutes "a#y S-2 state"e#ts i# C st Based M deB the# table %and inde+( statistics assist Oracle i# ch si#< a# a,,r ,riate e*ecuti # ,ath9 Re<ular statistics <atheri#< # the base tables sh uld als be d #e ! r the sa"e reas #s9 Curre#t 1S2 !u#cti #ality is used t <ather statistics # the EIM tables a!ter each EIM table l ad %based # a sample s that the ti"e t a#alyse is !i#ite a#d ,redictable(9 2torage Parameters <i;e# that R = Chai#i#< ca# ccur # s "e EIM tablesB the# the ,r Aect DB)s sh uld c #sider setti#< a hi<h PCTFree ;alue9

Pa<e 85 ! 8> IN CONFIDENCE

Siebel EIM Best Practice IN CONFIDENCE

+ Dolume + Lessons Learned

This secti # utli#es s "e ! the 0ey less #s lear#ed duri#< Per! r"a#ce Test a#d De,l y"e#t ! C lu"e ' as =ell as !r " a# e*ercise t ;erhaul all EIM i#ter!aces i# Pr ducti # # C lu"e9 Cha#<es "ade t the ODM )b I#iti c ", #e#ts ha;e already bee# i#te<rated i#t C lu"e > a#d )MP &i<h 2e;el Desi<#s a#d s are #ly "e#ti #ed here ! r c ",lete#ess9

4.1 Enhancements to EI

Processes

This secti # c #tai#s s "e ! the e#ha#ce"e#ts "ade t EIM Pr cesses that sh uld be ad ,ted by subseDue#t BT Siebel ,r Aects9

+'#'# "edundant /pdates

Re" ;al ! redu#da#t ,erati #s =ithi# the EIM ,r cess is the si#<le bi<<est ,, rtu#ity %=ith , ssible e*ce,ti # ! e#suri#< best , ssible s rti#<( t "a0e ,er! r"a#ce i",r ;e"e#ts This is best illustrated by e*a",le9 The ri<i#al U,dateKC lu"eKC #su"er ,r cess l 0ed si"ilar t that sh =# bel =$

[U!"ate#$ol%&e#Con8%&er] TY(E = IM(ORT 'ATC) = *'atc+Range TA'LE = EIM#ACCOUNT ONLY 'ASE TA'LES = S#(ARTY, S#ORG#E-T, S#ORG#'U, S#ACCNT#(OSTN INSERT RO.S = S#(ARTY, FALSE INSERT RO.S = S#ORG#E-T, FALSE INSERT RO.S = S#ORG#'U, FALSE INSERT RO.S = S#ACCNT#(OSTN, FALSE NET C)ANGE = FALSE ONLY 'ASE COLUMNS = S#(ARTY (ARTY#UI/, 0 S#(ARTY (ARTY#TY(E#C/, 0 S#(ARTY NAME, 0 S#(ARTY ROOT#(ARTY#FLG, 0 S#(ARTY GROU(#TY(E#C/, 0 S#ORG#E-T NAME, 0 S#ORG#E-T LOC, 0 S#ORG#E-T 'U#I/, 0 S#ORG#E-T (AR#RO.#I/, 0 S#ORG#E-T ACCNT#FLG, 0 S#ORG#E-T ACTI$E#FLG, 0 S#ORG#E-T ACCNT#TY(E#C/, 0 S#ORG#E-T OU#TY(E#C/, 0 S#ORG#E-T INTEGRATION#I/, 0 S#ORG#E-T OU#NUM, 0 S#ORG#E-T MASTER#OU#I/, 0 S#ORG#E-T 'ASE#CURCY#C/, 0 S#ORG#'U ORG#I/, 0 S#ORG#'U ORG#LOC, 0 S#ORG#'U ORG#NAME, 0 S#ORG#'U 'U#I/, 0 S#ORG#E-T CURR#(RI#LST#I/, 0 S#ACCNT#(OSTN OU#E-T#I/, 0 S#ACCNT#(OSTN (OSITION#I/, 0 S#ACCNT#(OSTN RO.#STATUS, 0 S#ORG#E-T (R#(OSTN#I/, 0 S#ORG#E-T -#'T#FOLLO.#U(#RATING

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Siebel EIM Best Practice IN CONFIDENCE

The ! ll =i#< redu#da#t u,dates =ere re" ;ed$ SKOR1KBUB SK)CCNTKPOSTN these tables are , ,ulated =ith de!ault relati #shi,s by the ada,ter9 )s this data #e;er cha#<esB the# redu#da#t u,dates t these lar<e tables =ere re" ;edB a lar<e i",r ;e"e#t =as "ade9 This =as d #e by re" ;i#< the a! re"e#ti #ed tables !r " the ON2/ B)SE T)B2ES ,ara"eter9 SKOR1KELT9M)STERKOUKID as the C #su"erEs Master acc u#t is itsel! %a sel!?re!ere#ce(B a#d this ca# #e;er cha#<eB the# the MasterKOuKId c lu"# =as able t be re" ;ed9 Bei#< a F rei<# Gey t SKOR1KELTB <ai#s i# the e#d t e#d EIM ru#ti"e ! r U,dateKC lu"eKC #su"er =ill be able t be al" st hal;ed %this cha#<e is yet t be i",le"e#ted i# Pr ducti #(9 This =as d #e by re" ;i#< SKOR1KELT9M)STERKOUKID !r " the ON2/ B)SE CO2UMNS ,ara"eter9

The ! ll =i#< i#de* cha#<es =ere "ade$ Siebel =as ! u#d t hi#t the i#a,,r ,riate SKOR1KELTKU+ i#de* %led by BUKID =hich is # #?selecti;e i# C lu"e( t res l;e relati #shi,s t SKOR1KELT9 By re" ;i#< i#de* hi#ts %a#d i#; 0i#< CBO(B Oracle =as able t start usi#< the " re a,,r ,riate SKOR1KELTKU1 i#de* %led by #a"e(9 ) "ar<i#al <ai# =as realised thr u<h this cha#<e9 ) #e= i#de* has bee# desi<#ed that =ill !urther i",r ;e this i#ter!ace9 T= i#de*es =ere als ide#ti!ied t reduce IO9 Detailed Oracle c #!i<urati # is # t i#cluded =ithi# this d cu"e#t9

O#ce all these cha#<es ha;e bee# i",le"e#ted i# li;eB the# this ,r cessEs ty,ical thr u<h,ut ! r bul0 u,date ,erati #s =ill ha;e i#creased se;eral ! lds9 E#sure that u,date ,r cesses d # t u,date tables r res l;e ! rei<# 0eys u##ecessarily9

+'#'% 2plitting /pdates

)# ther =ay t yield bi< <ai#s i# t s,lit u,date rec rds ut i#t "ulti,le u,date ,r cesses as ,, sed t a si#<le u,date ,r cess9 )ll %,re;i us( ODM EIM u,date A bs si",ly detected that s "ethi#< =ithi# the rec rd had cha#<ed a#d ,r ;ided a !ull u,date rec rd t EIM9 It is i#e!!icie#t t res l;e ! rei<# 0eys c lu"#s that ha;e # t cha#<ed redu#da#t u,dates9 Cha#<es t the U,dateKC lu"eK)sset are curre#tly i# ,r <ress # C lu"e a#d this ser;es as a < d =ay t illustrate the c #ce,t ! s,lit u,dates$ The ri<i#al )sset U,date ,r cess l 0ed li0e this$

[U!"ate#$ol%&e#A88et] TY(E = IM(ORT TA'LE = EIM#ASSET 'ATC) = *'atc+Range USE IN/E- )INTS = FALSE USE ESSENTIAL IN/E- )INTS = FALSE SESSION S4L = 7Alter 8e88ion 8et o!ti&i9er#&o"e = all#ro:87 ONLY 'ASE TA'LES = S#ASSET INSERT RO.S = S#ASSET, FALSE NET C)ANGE = FALSE ONLY 'ASE COLUMNS = S#ASSET ASSET#NUM, 0 Pa<e 8+ ! 8> IN CONFIDENCE

Siebel EIM Best Practice IN CONFIDENCE

S#ASSET S#ASSET S#ASSET S#ASSET J S#ASSET S#ASSET S#ASSET S#ASSET J S#ASSET

(RO/#I/, 0 'U#I/, 0 AUTO#SR#FLG, 0 COM(#UN/#.RNTY#FLG, 0 (ER#A//R#I/, 0 (AR#ASSET#I/, 0 ROOT#ASSET#I/, 0 'ILL#ACCNT#I/, 0 -#'T#)IERARC)Y#C/

E*a"i#ati # re;eals that there are ' FGs t hea;ily , ,ulated tables that are res l;ed by this u,date ,r cessB #a"elyB PERK)DDRKID %FG t SK)DDRKPER(B P)RK)SSETKID a#d ROOTK)SSETKID %FGs t SK)SSET( a#d BI22K)CCNTKID %FG t SKOR1KELT(9 Fu#cti #al a#alysis deter"i#ed that the )sset &ierarchy = uld never cha#<e a#d that Bill )cc u#t a#d )ddress = uld #ly e;er rarel/ cha#<e9 By drilli#< d =# i# the ODM TrueDi!! ,r cess t ,r duce se,arate i#di;idual ut,uts i# the e;e#t that #e ! these FGs actually d es cha#<eB the# ,er! r"a#ce ca# be dra"atically i",r ;ed9 The result is that a si#<le )sset U,date ,r cess is bei#< s,lit t ,r duce the ! ll =i#< EIM u,date ,r cesses$ E/pdate:Dolume:AssetF this ,r cess is used =here #ly attributes ha;e cha#<ed9 The ' FGs =ere re" ;ed !r " this ,r cess9 E/pdate:Dolume:Asset:AddressF s,eci!ically desi<#ed ! r C lu"e . =here a lar<e #u"ber ! )ssetEs addresses = uld cha#<eB this ,r cess #ly u,dates )sset )ttributes a#d )sset )ddress9 The )sset &ierarchy a#d Bill )cc u#t FGs ha;e bee# re" ;ed !r " this ,r cess9 E/pdate:Dolume:Asset:AllF as it =as deter"i#ed that )sset &ierarchy sh uld #e;er cha#<e a#d that Bill )cc u#t = uld #ly cha#<e rarelyB these cha#<es =ere <r u,ed t <ether9 Due t the =ay i# =hich the TrueDi!! c de = r0s =ith s,lit u,datesB the# this ,r cess = uld u,date )sset )ttributes a#d all FGs %read #(9

The )b I#iti c de ! r the TrueDi!! U,date s,lits = r0s as ! ll =s$ 19 I! there are cha#<es t )sset )ttributesB the# the record is !la<<ed ! r VU,dateKC lu"eK)ssetW9 +9 I! there is a cha#<e t the )sset )ddressB the# the record is !la<<ed ! r VU,dateKC lu"eK)ssetK)ddressW9 By !la<<i#< the rec rd ! r this ,r cessB a#y !la< that =as set ,re;i usly is ;er?=ritte#9 89 I! there is a cha#<e i# the )sset &ierarchy r the Bill )cc u#tB the# the record is !la<<ed ! r the VU,dateKC lu"eK)ssetK)llW ,r cess9 )#y ,re;i us !la< that =as set is ;er?=ritte#9 I# this case all attributes a#d FGs are u,dated9 I# <e#eral EIM u,date ,er! r"a#ce ca# be i",r ;ed by #ly u,dati#< FGs that actually #eed t be u,dated9 This is ,articularly ,re;ale#t =he# the ! rei<# 0ey is t a hea;ily l aded Base table such as SKOR1KELT9

S,lit ut u,date ,r cesses i#t se,arate ,r cesses s that ! rei<# 0eys are # t res l;ed u##ecessarily9

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Siebel EIM Best Practice IN CONFIDENCE

+'#'* ints and Optimiser Mode

2 ads i#t the already hea;ily , ,ulated SKOR1KELT table =ere i",r ;ed by tur#i#< ! i#de* hi#ts a#d alteri#< the sessi #Es database ,ti"iser t C st Based " de %!r " the de!ault ! Rules based($ USE IN/E- )INTS = FALSE USE ESSENTIAL IN/E- )INTS = FALSE SESSION S4L = 7Alter 8e88ion 8et o!ti&i9er#&o"e = all#ro:87 This tech#iDue =as used s that Oracle = uld ,ic0 a cust " i#de* %described i# the #e*t secti #( usi#< RBO t i",r ;e thr u<h,ut9 )s O#eSiebel has ,ted t use Siebel 696B the# e*ecuti # ,ath ,ti"isati # =ill = r0 di!!ere#tly9 The Per! r"a#ce Test tea" =ill i#;esti<ate this9

)#alyse EIM ,er! r"a#ce usi#< di!!ere#t Oracle ,ti"iNer " des =ith a#d =ith ut Siebel <e#erated i#de* hi#ts9

4.2 Data)ase Con!i"uration

+'%'# Inde-es
M st ! the User Gey i#de*es i# Siebel d # t c #tai# the RO3KID c lu"# "ea#i#< that + IHOs are !te# reDuired =here Aust #e c uld su!!ice9 )s IHO =as c #siste#tly the "aA r c #tributi#< !act r t less?tha#?desired thr u<h,utB the# this tech#iDue ca# be used t reduce IHO i#te#si;e ,erati #s9 e9<9 U(/ATE SET 8iebel EIM#ACCOUNT IT T#ORG#E-T#MASTER = =SELECT MIN='T RO.#I/> FROM 8iebel S#ORG#E-T 'T .)ERE ='T 'U#I/ = IT MASTER#ACCNT#'I AN/ 'T NAME = IT MASTER#ACCNT#NAME AN/ 'T LOC = IT MASTER#ACCNT#LOC>>, .)ERE =IF#RO.#'ATC)#NUM = 21 AN/ IF#RO.#STAT#NUM = ; AN/ T#ORG#E-T##STA = ;>K I# the S-2 ab ;eB the SKOR1KELTKU1 i#de* %S#ORG#E-T=NAME, LOC, 'U#I/, CONFLICT#I/>( is ch se# by the C st Based O,ti"iNer9 This is a# i",r ;e"e#t # the de!ault Siebel e*ecuti # ,ath =here the SKOR1KELTKU+ i#de* %S#ORG#E-T='U#I/, NAME, LOC, 'U#I/, CONFLICT#I/>( is hi#tedB but still # t < d e# u<h9 I# this situati # a# IO "ust be "ade t the SKOR1KELTKU1 i#de* i# rder t l cate the "atchi#< r = i# Oracle9 The i#de* retur#s the i#ter#al Oracle R =Id ! the r = i# Duesti #B but Pa<e 8' ! 8> IN CONFIDENCE

Siebel EIM Best Practice IN CONFIDENCE

the# has t d a# ther IO # the SKOR1KELT table t <et the Siebel R =Kid reDuired by the state"e#t9 By creati#< a cust " i#de* # S#ORG#E-T=NAME, LOC, 'U#I/, RO.#I/>B the# the Duery is ,ti"ised as it #eed #ly "a0e a si#<le IO # SKOR1KELT a#d its i#de*es9 )ls B as this #e= i#de* si",ly ;erlays a# e*isti#< Siebel U+ i#de* %but re,laces the u##ecessary CONF2ICTKID =ith the " re use!ul RO3KID( the ris0 t ab# r"al 1UI ,erati # is ;ery l =9

)#alyse l #< ru##i#< EIM S-2 state"e#ts a#d addHre" ;e i#de*es as a,,r ,riate9 E*,erie#ced DB)s are reDuired t assist =ith this tas09 Full re<ressi # testi#< is reDuired ! r a#y cha#<es t i#de*es9 I#de*es sh uld #ly be altered a!ter ;eri!icati # by e*,erie#ced DB)s9

4.3 ,D

%dapter $unctionalit/

ODM e#ha#ce"e#ts ha;e already bee# i#c r, rated i#t O#eCie= > a#d O#eSiebel ODM &i<h 2e;el Desi<#s a#d are # t discussed i# detail here9 Se;eral ,er! r"a#ce e#ha#ce"e#ts =ere "ade t the ODM )b I#iti ada,ters duri#< Release ' de,l y"e#t9 These cha#<es =ere as ! ll =s$ 2orting by s rti#< the data at the i#,ut ! the ada,ter %be! re a#y thr ttle !u#cti #ality( as =ell as =ithi# the 1S2 itsel!B the# the data =as able t be s rted as best as , ssible9 Data s rti#< =as the si#<le bi<<est =i# %=ith the e*ce,ti # ! re" ;i#< redu#da#t u,dates( duri#< Release '9 2erial &atch Calculation alth u<h creati#< batches =ithi# the ada,ter serially as ,, sed t i# ,arallel i#creases ,r cessi#< ti"e i# the )b I#iti e#;ir #"e#tB the <ai#s bser;ed =ithi# EIM are = rth the sacri!ice9 These <ai#s are a result the i",r ;ed s rti#< that serial calculati # ,r ;ides9 Filter before throttling the !ilter !u#cti #ality =as used s that thr ttled data #e #i<ht = uld continue where it le!t o!! the ,re;i us #i<ht9 This "ea#t that the data =as s rted " re ti<htly9

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Siebel EIM Best Practice IN CONFIDENCE

, Further "eading
The ! ll =i#< d cu"e#tati # sh uld be re!erred t ! r !urther detail # EIM c #!i<urati # a#d ,er! r"a#ce <uideli#es9 Tech#ical N te '57$ Siebel E#ter,rise I#te<rati # Ma#a<er Rec ""e#ded Best Practices Siebel E#ter,rise I#te<rati # Ma#a<er )d"i#istrati # <uide This d cu"e#t ca# be ! u#d i# the Tech#ical N te secti # ! the Siebel Su,, rt3eb %htt,$HHsu,, rt=eb9siebel9c "( a#d c #tai#s detailed i#! r"ati # # EIM Best Practice9 This d cu"e#t is ,art ! the Siebel B 0shel! suite ! ,r duct d cu"e#tati #9 This is shi,,ed # DCD a#d ca# als be ! u#d # the Siebel Su,, rt3eb9 This c #tai#s detailed i#! r"ati # # c #!i<uri#< EIM9

X E#d ! D cu"e#t Y

Pa<e 8> ! 8> IN CONFIDENCE