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Siebel 8.1.x e z @ nt G
Integration
s q u tude
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Activity Guide
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D71810GC10
Edition 1.0
April 2011
D72829
Copyright 2011, Oracle and/or its affiliates. All rights reserved.
Disclaimer
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l
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owners.
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Author e z
u tude
Neil Lang s q
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Technical Contributors and Reviewers da e
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Siebel CRM Team
a sta se to
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This book was published using:
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Table of Contents
Practices for Lesson 1: Siebel 8.1.x Integration: Course Introduction .................................................... 1-1
Practice 1-1: Class Set up ....................................................................................................................... 1-2
Practices for Lesson 2: Introduction to Siebel Application Integration................................................... 2-1
Practices for Lesson 2............................................................................................................................. 2-2
Unauthorized reproduction or distribution prohibited Copyright 2016, Oracle and/or its affiliates
n t el ide 6-2
Practice 6-1: Using the EAI XML Converter ..............................................................................................
@ e G u 6-6
Practice 6-2: Using the EAI XML Write to File Service ..............................................................................
ez den t
s q u
Practice 6-3: Removing the Siebel Message Envelope .............................................................................
t u
6-8
cva this S
Practices for Lesson 7: Integration Workflows ........................................................................................ 7-1
f
Practice 7-1: Creating an Outbound Integration Workflow(......................................................................... 7-2
e da (Challenge
Practice 7-2: Creating an Inbound Integration Workflow
u sePractice)............................................ 7-9
s
Practices for Lesson 8: EAI HTTP Transport
a ta...........................................................................................
e to 8-1
C cen
Practice 8-1: Using Outbound HTTP Transport s
........................................................................................ 8-2
u z
Practice 8-2: Using InboundeHTTP l i ........................................................................................... 8-6
Transport
Practice 8-3: Using s q
Session l e
b for Inbound HTTP Transport (Optional)................................................ 8-12
Mode
V
Practices foreLesson 9: EAI
r a
feMessage Queue Transport .......................................................................... 9-1
l i p n s
Fe n-Using
Practice 9-1:
Practice 9-2:
tra the Siebel
Sending a Message from Siebel CRM to a JMS Message Queue ......................................... 9-2
JMS Receiver to Receive Messages .......................................................... 9-8
no
Practices for Lesson 10: Data Mapping.................................................................................................... 10-1
Practice 10-1: Creating a Data Map ......................................................................................................... 10-2
Practice 10-2: Invoking a Data Map in an Integration Workflow ................................................................. 10-5
Practices for Lesson 11: The EAI Dispatch Service ................................................................................. 11-1
Practice 11-1: Creating a Dispatch Rule................................................................................................... 11-2
Practice 11-2: Using the Dispatch Service................................................................................................ 11-5
Practices for Lesson 12: Using Siebel Inbound Web Services ................................................................ 12-1
Practice 12-1: Using Inbound Web Services............................................................................................. 12-2
Practices for Lesson 13: Configuring Siebel Inbound Web Services ...................................................... 13-1
Practice 13-1: Creating a Custom Web Service ........................................................................................ 13-2
Practices for Lesson 14: Siebel Outbound Web Services........................................................................ 14-1
Practice 14-1: Outbound Siebel Web Services ......................................................................................... 14-2
Practices for Lesson 15: Overview of Data Federation ............................................................................ 15-1
Practice 15-1: Exploring Virtual and External Business Components ........................................................ 15-2
Practices for Lesson 16: External Business Components....................................................................... 16-1
Practice 16-1: Creating an External Table Object Definition ...................................................................... 16-2
Copyright 2011, Oracle and/or its affiliates. All rights reserved.
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Practices for z @
Lesson n t G1:
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Siebel s8.1.x t u
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Course
( h is S
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Goals
To verify that your machine has been properly set up for the Siebel 8.1.x Integration
course
Unauthorized reproduction or distribution prohibited Copyright 2016, Oracle and/or its affiliates
Time
20 - 30 minutes
Overview
In this practice you will verify that the lab data and several third-party utilities required for this
course are on your machine. You will also perform some initial configuration in order to be able
to open xml files with Oracle JDeveloper and to set up server components for the remainder of
the class.
Tasks a
1. Verify that the lab data required for this course is present in the labs folder. ) h
as
c l
a. Use Windows Explorer to navigate to D:\labs\Integration.
n t e l
i d e
b. Open the IO folder.
@ e G u
c. Verify that this folder contains several .xml and .xsd files. ez den t
s q u tu
d. Close Windows Explorer.
v a S
2. Verify that several .bat files are present.
a (fc e this
a. Use Windows Explorer to navigate
a edto D:\labs\Integration\Solutions.
o us
aweb t
s se
b. Verify that this folder contains several t
.sif files.
z C
3. Verify that a course-specific
c enis present.
site
a. Use Windows
e
quExplorer l i
eto navigate to D:\ISA web sites.
s b l
e f e ra SRSP is present.
b. VerifyVa folder named
c. ip s
Fd.el Enter n > Programs > Internet Explorer.
Select Start
t r a
n o n- Address: http://localhost/SRSP.
e. Verify that the home page for the Siebel System Requirements and Supported
Platforms documentation appears.
f. Close Internet Explorer.
4. Verify that a SOAP utility is installed.
a. Select Start > Programs > soapUI 1.7.5 > soapUI 1.7.5.
b. If prompted to import settings, click No.
c. Verify that a command window appears followed shortly by the soapUI application.
d. In the soapUI application, select File > Exit.
e. Click Yes, if asked to exit.
5. Configure Oracle JDeveloper to open XML files.
a. Use Windows Explorer to navigate to D:\Labs\Integration\ClassSetup.
b. Right-click Setup.xml and select Open With > Choose Program.
c. Click Browse.
d. Navigate to and select D:\Middleware\jdeveloper\jdeveloper.exe.
e. Click Open.
Copyright 2011, Oracle and/or it affiliates. All rights reserved.
Password weblogic1
i. Click "Log In".
j. Verify that you are logged in to the Oracle WebLogic Server Administration Console.
k. Close Internet Explorer.
l. In JDeveloper, from the application-level menu select File > Exit.
m. Click Yes to terminate the IntegratedWebLogicServer process.
9. Start Siebel Tools and expose additional object types you will use during the practices.
a. Select Start > Programs > Siebel_Tools_8.1 8.1 > Siebel Tools.
s a
b. If prompted, click Agree to terms. a
)h
c. Enter: c l
n t el ide
User ID DDEV
@ e G u
Password DDEV ez den t
s q u tu
Connect to Sample v a S
d. Click OK. a (fc e this
a. Select View > Options. a ed o us
a t
stab. e t
e. Click the Object Explorer
C andcrechecks
en the box to the left of the object type. You should
e z
f. For the below, uncheck l i
squmark
have a check
a
onle
b a white background:
e V Type fer
e l i pObject
a n s
F nApplet -t r
o
n Business Component
Business Service
Integration Object
Table
Workflow Process
This exposes all the child object types for the object type.
g. Click OK.
h. Select File > Exit to close Siebel Tools.
10. Configure the Siebel Server to support the rest of the class.
a. Use Windows Explorer to navigate to D:\Labs\Integration.
b. Double-click ISAsetup.bat.
A command window launches.
any other programs. Do not be concerned if you see "File not found" messages.
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d. Wait until the commandacompletes
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Lesson n t G2:
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Introduction
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Application
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Practices Overview
There are no practices for Lesson 2.
Unauthorized reproduction or distribution prohibited Copyright 2016, Oracle and/or its affiliates
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Goals
To use Oracle JDeveloper to examine XML documents
Time
Unauthorized reproduction or distribution prohibited Copyright 2016, Oracle and/or its affiliates
~5 minutes
Overview
In the practices for this course, you will use Oracle's JDeveloper application to examine
numerous XML and XSD documents. This practice is designed to develop basic skills in using
JDeveloper to examine and manipulate XML and XSD files.
Tasks
1. Open an XML file in JDeveloper.
s a
a
a. Use Windows Explorer to navigate to D:\Labs\Integration\IO and right-click
h
ExampleContact.xml.
l c l)
b. Select Open With > JDeveloper.
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Note: You should have configured Windows in the class setup practice to open XML
files with Oracle JDeveloper.
s q u tude
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It may take a few minutes to start.
( f
c. Observe that the source XML is displayed in the visual editor in the middle of the
application.
e da use
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d. In addition observe that the structure pane in the lower left corner displays the structure
a
C cen
of the XML document.
z
2. e
u le li
Edit the value of an element.
q
s
e V ferab
a. In structure pane in the lower left corner of the application, if necessary, expand the
phones element to display the home element.
e l ip rans
b. Select the home element. Observe that the properties of the element highlighted in the
F n-t structure pane are displayed in the property inspector pane in the right corner.
no
c. Change the value of the home element to 510-788-9911 by editing in the property
inspector.
d. Click in the visual editor to display the edited value.
e. Observe that the file name in the tab is displayed in italics. This indicates that the XML
in the editor has been modified but not yet saved.
f. Select File > Save to save your changes.
g. Observe that the file name in the tab is now displayed in regular style.
h. Select File > Close.
i. Select File > Reopen > D:\Labs\Integration\IO\ExampleContact.xml to reopen the file.
j. Verify that the file displays the modified value for the home element.
3. Validate an XML file.
a. Right-click in the visual editor and select Validate XML.
b. Verify that the XML document is valid by observing the message that appears in the
Messages pane.
f. Click the Source tab to display the XML representation of the structure.
5. Select File > Close All to close both files displayed in the editing pane.
Goals
To understand the structure of the data to be exchanged
Time
Unauthorized reproduction or distribution prohibited Copyright 2016, Oracle and/or its affiliates
10 - 20 minutes
Overview
In the practices for this course, the ISA Company wishes to integrate its custom
meeting/conference management system with its newly acquired Siebel CRM system. There
are multiple integration points that ISA will need to implement, but for the purposes of this
course, you will focus on one particular integration point; namely the exchange of contact data.
ISA needs to be able to move data consisting of an account record and its contacts from the
Siebel application to the meeting system for marketing and tracking purposes. In addition, after
a conference or meeting has been held, ISA needs to move similar records collected by the
s a
meeting software system to the Siebel application. h a
c l)
Understanding the structure of the data of interest in the two applications is one of the first steps
l
nte uide
in implementing any integration. In this lab you will examine the data structure in each
e
application.
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Tasks s q u tude
f cvaintthe
1. Examine a sample record from the external (system h
S
isscreenshot:
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.
.
Copyright 2011, Oracle and/or it affiliates. All rights reserved.
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e. Observe that the Client element contains a Contacts element that consists of zero to
many Contact elements. This indicates that multiple contacts can be associated with a
client.
f. Observe that the Client element contains a single set of child address-related elements
(Address, City, State, and Zip). This indicates that a client has only a single address.
g. Click the source tab and verify that the actual XML statements in the XSD file are
displayed.
User ID DDEV
Password DDEV
Connect to Sample
c. Click OK.
d. If prompted, click Install, AutoFix, and Run.
4. Examine the corresponding data in the Siebel CRM application.
a. Navigate to Accounts > My Accounts.
b. Select the 3Com account.
c. In the form applet in the Address field, click the select button to display the address s a
a
)h
multi value group (MVG).
c l
t el ide
d. Observe that since address is a multi value group, a Siebel account can have multiple
n
addresses.
@ e G u
e. Click OK to close the address shuttle applet. ez den t
s q u tu
f. Drill down on the account name to navigate to the account contacts view.
v a S
(fc e this
g. Observe that a Siebel account can have multiple contacts.
a
a ed o us
A major step in determining the Siebel
a t data ethatt corresponds to your external data is identifying
sThis
C
the correct business components.
e soften be accomplished by exploring the Siebel client
ncandidate
can
u z
e e li
application and finding views that c
display Siebel data. In this case the account
q
s rab
contacts detail view shows l
account and contact fields that correspond to the fields in the
external clientV e thatYou
data structure. can then use the Siebel feature Help About View to determine
i p e s f
Fel n-tran
the business components are exposed in this view.
You observed earlier that an account has an address multi-value group (MVG). Determining the
business component that supports an MVG often requires a considerable exploration of Siebel
Tools as well as the Siebel client. In some cases there is a detail (parent-child) view that
displays the data in the MVG.
c. Click OK.
A colleague of yours has mapped the fields in the ISA_Client data structure to fields on the
applets in the account addresses view.
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Practices for z @
Lesson n t G4:
q e
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Integration
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Goals
To build an integration object based on an account and child contact fields.
Timing
Unauthorized reproduction or distribution prohibited Copyright 2016, Oracle and/or its affiliates
20 - 30 minutes
Overview
In a previous lab, you examined the structure of the client data in the external meeting
application and identified the some of the corresponding Siebel account, address and contact
data. You will create an internal integration object to represent the Siebel data to be integrated.
Tasks
1. Return to or if necessary start Siebel Tools:
s a
a. Select Start > Programs > Siebel_Tools_8.1 8.1 > Siebel Tools. a
)h
b. Enter:
c l
DDEV n t el ide
User ID
@ e G u
Password DDEV ez den t
s q u tu
Connect to Sample
v a S
c. Click OK. a (fc e this
2. Verify that the Integration Object type
a eisdexposed.
o us
a. In the Object Explorer (OE)
t t
as on ntheseleft, verify that you see "Integration Object" listed.
b. If not, expose it:ez
C ce
u l i
1) Select
sqViewr>aOptions.
b le
V thefObject
2)e Click e Explorer tab.
l i p n s
Fe 3)4)n-InMake
trafrontsure
of Integration Object, select the checkbox.
no5) Click OK. the box behind the check mark is white not gray.
3. Create a new project.
a. In the object explorer, select Project.
b. Create a record and set:
Name ISA Account
Locked TRUE (check mark)
4. Create an integration object using the Integration Object wizard.
a. Select File > New Object.
b. Click the EAI tab to display several EAI wizards.
c. Select Integration Object and click OK.
d. In the Integration Object Builder screen, enter:
Select the Project ISA Account
Specify the source system EAI Siebel Wizard
Integration Id
Main Phone Number
Name
operation (this is a system field)
searchspec (this is a system field)
d. Select Integration Object :: ISA Meeting Account | Integration component ::
Account_Business Address | Integration component Field.
s a
e. h a
Repeat the steps from above to make all Account_Business Address integration
component fields inactive. l c l)
f. nte uide
For the Account_Business Address integration component, make the following fields
e
active:
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Integration Component Field s q u tude
Address Name ( f cva this S
City e da use
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IsPrimaryMVG
q e
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s
VCodeferab
Postal
e
e l ipStaterans
F n-t
no Street Address
Street Address 2
operation
searchspec
g. Select Integration Object :: ISA Meeting Account | Integration Component :: Contact |
Integration Component Field.
h. Repeat the steps from above to make all Contact integration component fields inactive.
First Name
Job Title
Last Name
Person UId
operation
searchspec
s
Note that you have added Account Integration Id as an integration component field. It serves as a
a
)h
the foreign key field to the parent account record. In addition, you have also added the Person
c l
UId field. You will use this field as part of a user key in the next step.
n t el ide
@ e G u
7. Specify the integration component key and integration component t
ez dkeyenfields for the
integration object. q u tuComponent :: Account |
s| Integration
v a S
a (fc e thisUser Key:1 | Integration
a. Select Integration Object :: ISA Meeting Account
Integration Component Key :: V77 Wizard-Generated
Component Key Field.
a ed o us
b. Verify that there is onlya as t keyefield
single t named Integration Id.
c. Select IntegrationzObject C :: cISA s
enMeeting Account | Integration Component :: Account |
Integration q e l i
u leKey :: V77 Wizard-Generated User Key:2 | Integration
Component s Component
rab
Key Field.
e V f e
d. ip
e l Observe that
a n s there are three key fields.
Fe. Set n r
-alltonly
but the Name field to Inactive = TRUE.
n o
Note the Name field appears in the integration component.
f. Configure the integration component keys (for the remaining integration components)
to make sure that only the key fields listed in the table below are active:
Integration Integration Component Integration Component Key
Component Key Field
Account_Business V77 Wizard-Generated Address Name
Address User Key:3
Contact V77 Wizard-Generated Account Integration Id
User Key:1
Contact V77 Wizard-Generated Person UId
User Key:2
g. Set any other key fields to inactive.
h. For Account_Business Address, set the "V77 Wizard-Generated User Key:1" and "V77
Wizard-Generated User Key:2" to Inactive.
d. Click Open.
e. If differences are listed, expand and select items to see the differences. For example,
this shows a difference with a field:
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f. Note: If you only see lock date differences, those can be ignored.
g. Click Close.
h. Correct differences as needed.
Note: If the differences are large, you will be able to use a solution file in a later lab
instead of fixing them here if you would prefer.
9. Compile the new integration object into the client .srf file.
a. Select Integration Object :: ISA Meeting Account.
b. Right-click ISA Meeting Account and select Compile Selected Objects.
c. Set Siebel repository file = D:\OUSea\Client\OBJECTS\ENU\siebel_sia.srf.
If necessary, click browse to navigate to the repository file. Make sure you select the
repository file in the Client directory and not the Tools directory.
d. Click Compile.
Copyright 2011, Oracle and/or it affiliates. All rights reserved.
Goals
To create an integration object based on an XSD file that describes external data.
Timing
Unauthorized reproduction or distribution prohibited Copyright 2016, Oracle and/or its affiliates
5 - 10 minutes
Overview
In this lab you will create an external integration object that describes the structure of the data
used by the external meeting system. The Meeting System team has generated an XSD file that
describes the structure. You examined this XSD file in a previous lab and a copy of the structure
follows.
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d. Enter:
Select the Project ISA Account
Specify the source system EAI XSD Wizard
Enter the name of the XSD File D:\Labs\Integration\IO\ISA_Client.xsd
Simplify Integration Object TRUE (checked)
Hierarchy
e. Click Next.
f. Enter:
s a
a
)h
Select the source object Client
c l
Enter a name for the new ISA Client n t el ide
Integration Object @ e G u
ez den t
g. Click Next. q u tu
s components.
a
h. Expand the Client component to display thevchild S
a
i. Verify that the three components displayed
e his to the complex elements in the
(fccorrespond
t
XSD file.
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j. Click Next.
k. Click Finish.
d. Notice that Address, City, ClientID, ClientName, Phone, State, URL, and Zip are fields
in the Client integration component.
e. Select the Contact integration component and inspect its fields.
f. Notice that ContactID, FirstName, LastName, and emailAddress are fields in the
Contact integration component.
g. Select the Contacts integration component and inspect its fields.
h. Notice that there are no fields.
This is because the Contacts integration component corresponds to the contacts
element in the XSD. This element is a complex element type that contains only other
s a
h a
complex element types. Accordingly it serves as a container or header for the child
elements.
l c l)
3. nte uide
Compile the external integration object into the client repository (.srf) file.
e
a. Select Integration Object :: ISA Client.
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q u tude
b. Right-click ISA Client and select Compile Selected Objects.
s
( f cva this S
c. Verify that Siebel repository file = D:\OUSea\Client\OBJECTS\ENU\siebel_sia.srf.
4.
d. Click Compile.
e da use
Leave Siebel Call Center, Siebel Tools, and Oracle JDeveloper running.
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Practices for z @
Lesson
n t G5: EAI
q e
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Siebel sAdapter
( f c va his S
e d aChapterse5 t
s t a e to u
z Ca cens
s q ue le li
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Goals
To use the EAI Siebel Adapter Query method to retrieve data from a Siebel application
Time
Unauthorized reproduction or distribution prohibited Copyright 2016, Oracle and/or its affiliates
15 - 25 minutes
Overview
In this practice, you will query a sample account using the EAI Siebel Adapter Query method.
You will identify arguments to insert into the input property set that is passed into the business
service. You will then run the Business Service Simulator to retrieve an output property set. You
will examine the property set and save it for later use.
Tasks
1. Return to or if necessary start Siebel Tools: s a
a
)h
a. Select Start > Programs > Siebel_Tools_8.1 8.1 > Siebel Tools.
c l
b. Enter:
n t el ide
@ e G u
User ID DDEV
ez den t
Password DDEV s q u tu
v a S
Connect to Sample
a (fc e this
c. Click OK.
a ed o us
st se t
2. Verify that you have the prerequisites.
a
z CIntegration
a. In Siebel Tools, select c en Object :: ISA Meeting Account.
b. If you do s not
e l i
u thislerecord or you are not sure it is correct, bring in the solution file:
qhave
b
V feraD:\labs\Integation\Adapter\catchup.bat.
1) Double-click
l e
ip Arcommand
n s window and another Tools session launches to perform the import.
e
F n-Wait a
t until it completes and the command window closes.
o
n 2) Return to your Tools session.
3) Select Project :: ISA Account and if necessary lock it.
4) Compile:
a) Select Tools > Compile Projects.
b) Select ISA Account.
c) Set Siebel repository file = D:\OUSea\Client\OBJECTS\ENU\siebel_sia.srf.
d) Click Compile.
3. Return to or if necessary, start the Siebel Call Center Developer Web Client:
a. Select Start > Programs > Siebel_Web_Client _81 > Siebel Web Client 8.1 > Siebel
Call Center - ENU.
b. Enter:
User ID DDEV
Password DDEV
Connect to Sample
d. Click New.
e. Set:
Property Name OutputIntObjectName
Value ISA Meeting Account
Note the Property Name needs to exactly match the Name of the input argument in
Siebel Tools.
f. Click Save.
g. Click New.
h. Set: s a
a
)h
Property Name PrimaryRowId c l
n t el ide
Value 1SIA-E1D5
@ e G u
i. Click Save.
ez den t
j. Click OK. s q u tu
v ainspect S
a
a. In the top applet, click Run on OnedInput.
( e this
8. Run the simulator to test the business servicefc and the output.
t
b. Scroll down to the bottom "Outputa t o us applet.
e Arguments"
s selectsbutton.
athe e
c. In Property Name, click
z C e n
u
d. Notice that Property
q e Name
l e lic= PrimaryRowId and Value = 1SIA-E1D5.
s etheravalue
This matches
V b you found earlier with About Record.
e. ip
l e
Click OK. s f
e
Ff. Examine
- t r anthe SiebelMessage to see the child data.
no1)n In the "Output Arguments" applet, in the Child Type field, click the select button.
A PropertySet window pops up with Child Type = ListOfISA Meeting Account.
2) In the Child Type field, click the select button.
A PropertySet window pops up with Child Type = Account.
3) In the Child Type field, click the select button.
A PropertySet window pops up with Child Type = ListOfAccount_Business
Address.
4) In the Child Type field, click the select button.
A PropertySet window pops up with two records.
5) In the record with Child Type = Contact, in the Child Type field, click the select
button.
A PropertySet window appears with the contact data.
6) Verify that two records are displayed (Blake and Teresa).
7) For the first record in the Property Key field, click the select button.
The details for the contact are displayed.
e da use
replaced with special characters to allow the file to display as XML.
m. When finished, select File > Close to close the file. Do not save changes if asked.
a sta se to
z C cen
q e
u le li
s
e V ferab
e l ip rans
F n-t
no
Goals
Use the EAI Siebel Adapter QueryPage method
Time
Unauthorized reproduction or distribution prohibited Copyright 2016, Oracle and/or its affiliates
10 - 15 minutes
Overview
In this practice, you will test the EAI Siebel Adapter's QueryPage method using the Business
Service Simulator in Siebel Call Center. You will use Siebel Tools to identify the arguments to
insert into the input property set that is passed into the business service. You will then run the
service and explore the output hierarchical property set.
Tasks
1. Examine the business service and identify the arguments for the QueryPage method. s a
h a
Method :: QueryPage | Business Service Method Arg. l l)
a. In Siebel Tools, select Business Service :: EAI Siebel Adapter | Business Service
c
e nte uide
b. Notice that this method has one required argument PageSize which indicates the
maximum number of records to be returned for each request.
e z @ nt G
q u tude
c. In this practice you will also provide values for the StartRowNum argument and the
s
( f cva this S
OutputIntObjectName argument. The StartRowNum specifies where to start retrieving
records in the list of records in the Siebel application.
2. e da use
Test the method of the business service using the business service simulator.
a sta se to
a. In Siebel Call Center, navigate to Administration - Business Service > Simulator.
z C cen
b. Create a new record with:
e li
Service squ raEAI
Name b l e
Siebel Adapter (select from picklist)
V
e Name fe QueryPage
e l i pMethod
a n s (select from picklist)
Fc. Create
n r
-t a new input arguments record and set Test Case # = 2.
o
d.n Open the Property Name and create and set:
Property Name Value
OutputIntObjectName ISA Meeting Account
PageSize 2
StartRowNum 0 (note this returns the first record in the database)
e. Click OK.
f. Make sure that the new record you created is selected in each applet.
g. In the top applet, click Run on One Input to test the business service.
3. Examine the output of the simulator.
a. In the output arguments list applet, in the Child Type field, click the select button and
examine the record.
b. Continue clicking the select button in the Child Type field until property sets with Type
= Account are displayed.
c. Observe that there are two records with Type= Account. The number of records is
determined by the PageSize argument.
Copyright 2011, Oracle and/or it affiliates. All rights reserved.
e l ip rans
F n-t
no
Goals
Observe the difference in behavior of the EAI Siebel Adapter's synchronize, update,
and upsert methods
Unauthorized reproduction or distribution prohibited Copyright 2016, Oracle and/or its affiliates
Time
20 - 30 minutes
Overview
In this practice, you will investigate the EAI Siebel Adapter's Synchronize, Update, and Upsert
methods using the Business Service Simulator in Siebel Call Center. In particular you will
observe the differences in behavior among the three methods.
Tasks s a
h a
1. Create a test account record.
l c l)
nte uide
a. In Siebel Call Center, navigate to Accounts > Accounts List > My Accounts.
e
b. Create a new record and set:
e z @ nt G
Account Name ISA Corp
s q u tude
Main Phone Number 925-555-1111
( f cva this S
URL da use
www.isacorp.com
e
c. Save the record.
a s ta e to
d. Use About Record and
z C recordc e nsRow # of the new account record.
the
e. Drill down on u
q e record.
the
e li
s l
V fapplet,
f. In the bottom
e e rabcreate two records and set:
e l ipFirst Name
a n s Last Name Job Title Email
F Bettyn- t r Baer Analyst bb@isacorp.com
noDavid Dawg Engineer dd@isacorp.com
2. Use the business service simulator to execute an EAI Siebel Adapter query operation to
extract an account record from the Siebel application.
a. Navigate to Administration - Business Service > Simulator.
b. Create a new Simulator record with:
Service Name EAI Siebel Adapter
Method Name Query
c. Create a new record in the Input Arguments list.
d. Set Test Case # = 3.
e. In the Property Name, click the select button and add:
Property Name Value
OutputIntObjectName ISA Meeting Account
PrimaryRowId <enter the row number of the ISA Corp account>
l e
e. In the <Account> element, change the Main Phone Number to 925-555-9999.
ip rans
ef. In the <Contact> element for Betty Baer, change the job title to Senior Analyst.
F n-t
no
g. In the <Contact> element for David Dawg, set:
First_spcName Peter
Last_spcName Piethawn
Person_spcUId ABCDEF
Email_spcAddress pp@isacorp.com
This effectively deletes the original record and creates a new record. This will allow you to
observe what happens when a new child record synchronized.
h. Select File > Save to save the modified XML file.
i. Close the file.
4. Use this modified file to observe the behavior of several methods of the EAI Siebel Adapter.
Examine the Synchronize behavior.
a. Return to Siebel Call Center, and in the business service simulator create a new
Simulator record with:
Service Name EAI Siebel Adapter
Method Name Synchronize
Copyright 2011, Oracle and/or it affiliates. All rights reserved.
g. Make sure that the EAI Siebel Adapter Synchronize record is still selected in the top
applet, and click Run on One Input.
h. Navigate to Accounts > Accounts List > My Accounts.
i. Query for name = ISA Corp.
You can navigate quickly to this account by navigating to the Accounts home screen
and clicking ISA Corp in the Recent Records list.
j. Verify that the account's Main Phone # has been updated to "(925) 555-9999".
k. Verify that the Job Title for Betty Baer has been updated to "Senior Analyst".
l. Observe that the account has two contacts: Betty Baer and Peter Piethawn. Betty's
s
record was updated because her contact data appeared in the input XML file. David a
h a
l l)
Dawg's record was deleted since his contact data did not appear in the input XML file.
c
Peter Piethawn' record was added because it appeared in the input XML file.
5. e nte uide
Restore the original ISA Corp record by executing another synchronization process using
the file with the original data.
e z @ nt G
q u tude
a. Use the Internet Explorer back arrow to return to the Business Service Simulator view.
s
entry you may need to do.( f cva this S
Navigating this way preserves the records in the view, and reduces the amount or data
e da use
b. In the Input Arguments list applet, click Load From File.
c. Click Browse. a sta se to
z C cen
d. Select D:\Temp\EAI-3 ISA original.xml.
q e
u le li
s
e. Click Open.
V ferab
f. Click Load.
e
e l ip rans
g. Make sure the EAI Siebel Adapter Synchronize record is still selected in the top applet,
F n-t and click Run on One Input.
no
h. Navigate to Accounts > Accounts List > My Accounts.
i. Query for name = ISA Corp.
j. Verify that the contact records have been restored:
1) David Dawg is now displayed.
2) Betty Baer's Job Title = Analyst.
3) The account's Main Phone # = (925) 555-1111.
6. Observe the behavior of the Update method.
a. Use the browser's back arrow to return to the Business Service Simulator view.
b. In the business service simulator create a new Simulator record with:
Service Name EAI Siebel Adapter
Method Name Update
c. In the Input Arguments list applet, click Load From File.
d. Click Browse.
e. Select D:\Temp\EAI-3 ISA new.xml.
s a
h a
l c l)
e nte uide
e z @ nt G
s q u tude
( f cva this S
e da use
a sta se to
z C cen
q e
u le li
s
e V ferab
e l ip rans
F n-t
no
s a
h a
l c l)
e nte uide
Practices for z @
Lesson
n t G6: Data
q e
u tude
Conversions
( f c va his S
e d aChapterse6 t
s t a e to u
z Ca cens
s q ue le li
e V ferab
e l ip rans
F n-t
no
Goals
To use the EAI XML Converter and EAI File Transport business services to convert an
integration object instance into an XML string and write it to a file
Unauthorized reproduction or distribution prohibited Copyright 2016, Oracle and/or its affiliates
Time
10 - 15 minutes
Overview
In this practice, you will use the EAI XML Converter to convert an integration object instance to
an XML string. You will then use the EAI File Transport business service to write this XML string
to a file.
Tasks
1. Return to or if necessary start Siebel Tools: s a
a
)h
a. Select Start > Programs > Siebel_Tools_8.1 8.1 > Siebel Tools.
c l
b. Enter:
n t el ide
@ e G u
User ID DDEV
ez den t
Password DDEV s q u tu
v a S
Connect to Sample
a (fc e this
c. Click OK.
a ed o us
st se t
2. Verify that you have the prerequisites.
a
z
a. Navigate to D:\Temp\EAI-1C coutput.xml,
en and verify that the file exists.
u e
q select l i
b. In Siebel s
Tools,
a b leIntegration Object :: ISA Meeting Account.
c. If youVdo not have
i p e s f er thebring
EAI-1 output.xml or the ISA Meeting Account record (or you are
Fel 1)n-Double-click
tran
not sure it is correct), in the solution file:
D:\labs\Integation\DataCon\catchup.bat.
no A command window and another Tools session launches to perform the catch up.
Wait until it completes and the command window closes.
2) Return to your Tools session.
3) Select Project :: ISA Account and if necessary lock it.
4) Compile:
a) Select Tools > Compile Projects.
b) Select ISA Account.
c) Set Siebel repository file = D:\OUSea\Client\OBJECTS\ENU\siebel_sia.srf.
d) Click Compile.
3. Examine the business service.
a. In Siebel Tools, select Business Service :: EAI XML Converter | Business Service
Method.
b. Observe that there are multiple methods.
In this practice you will use the IntObjHierToXMLDoc method. This method converts a
SiebelMessage (Integration Object based Property Set) to an XML string.
User ID DDEV
Password DDEV
Connect to Sample
c. Click OK.
5. Use the business service simulator to test the business service.
a. In Siebel Call Center, navigate to Administration - Business Service > Simulator.
b. Create a new record with:
Service Name EAI XML Converter
s a
a
l) hfile saved
Method Name IntObjHierToXMLDoc
c. In the Input Arguments applet, click Load From File. You will load theloutput c
in Using the EAI Siebel Adapter Query Method practice.
e nte uide
1) Click Browse.
e z @ nt G
2) Select D:\Temp\EAI-1 output.xml. s q u tude
3) Click Open.
( f cva this S
4) Click Load.
e da use
d. In the top applet, click Run ton
s a OneeInput.
to
6. Examine the output. a
C cens
a. Scroll down touthe z
e Output i
lArguments applet.
s q l e
b the Value field to display the contents of the field.
b. Roll your
e Vthat
mouse over
f e raoutput
c. p
l i Observe
n s the is now in standard XML format.
Fd.e When n - a have finished inspecting the output, click "Move to Input" to transfer the XML
tryou
noto the input arguments list.
e. Notice that a new record appears in the Input Arguments applet with the Value field
filled in:
b. Select the Input Arguments record that represents the output of the EAI XML Converter
service. This is the record you inspected in the above step with the Value filled in. It
should still be selected.
c. In this record in the Property Name Field, click the select button to display the output
properties generated in the previous business service step.
d. Verify that the output looks similar to:
s a
h a
l c l)
e nte uide
e z @ nt G
s q u tude
( f cva this S
e da use
a sta se to
z C cen
q e
u le li
s
e V ferab
e. lip
e a s
Delete allnProperty Names and Values from this list:
r
F 1)n-Select
t each record and click Delete.
no2) Click OK.
3) Repeat for the remaining properties.
Note: These arguments are not needed for the File Transport Business service, so they
are being removed for ease of reading of the property set. They would not do any harm
if they were left in place.
f. Create and set:
Property Name Value
FileName D:\Temp\DC-1 output.xml
CharSetConversion UTF-8
g. Click OK.
h. Make sure that the EAI File Transport record is still selected in the top applet and click
Run on One Input.
9. Examine the XML file.
a. Use Windows Explorer to navigate to D:\Temp\DC -1 output.xml and open the file with
Oracle JDeveloper.
Copyright 2011, Oracle and/or it affiliates. All rights reserved.
s a
h a
l c l)
e nte uide
e z @ nt G
s q u tude
( f cva this S
e da use
a sta se to
z C cen
q e
u le li
s
e V ferab
e l ip rans
F n-t
no
Goals
To convert and write an integration object instance using the EAI XML Write to File
business service
Unauthorized reproduction or distribution prohibited Copyright 2016, Oracle and/or its affiliates
Time
5 - 10 minutes
Overview
In this practice, you will use the EAI Write to File business service to convert an integration
object and write the XML to a file in a single step.
Tasks
1. Examine the business service method argument to be used.
a. In Siebel Tools, select Business Service :: EAI XML Write to File | Business Service s a
h a
Method.
l c l)
nte uide
b. Observe that there are multiple methods.
e
In this practice you will use the WriteEAIMsg method. It converts an integration object
@ nt G
instance (Siebel Massage) into an XML string and writes e z
u tude
2. Test the business service. s q
f cva this S
a. In Siebel Call Center in the business service simulator view, create a new record with:
(
Service Name e a
todFile us
e
EAI XML Write
Method Name a sta se to
WriteEAIMsg
z C applet,c enclick "Load From File". You will load the output file
e
b. In the Input Arguments
l i
squ the
saved in Using
a leSiebel Adapter Query Method lab.
EAI
b
i p e V Browse.
1) Click
s f er
Fel 2)3)n-Select
tran D:\Temp\EAI-1 output.xml.
Click Open.
no4) Click Load.
c. In the Property Name field, click the select button.
d. Delete all the Property Name Property Value pairs.
e. Create and set:
Property Name Value
FileName D:\Temp\DC-2 output.xml
f. Click OK.
g. In the top applet, click Run on One Input.
3. Examine the XML file
a. Use Windows Explorer to navigate to D:\Temp\DC-2 output.xml and open the file with
Oracle JDeveloper.
b. Select Source > Reformat.
s a
h a
l c l)
e nte uide
e z @ nt G
s q u tude
( f cva this S
e da use
a sta se to
z C cen
q e
u le li
s
e V ferab
e l ip rans
F n-t
no
Goals
To configure the EAI XML Converter business services to remove the Siebel Message
envelope when converting an integration object
Unauthorized reproduction or distribution prohibited Copyright 2016, Oracle and/or its affiliates
Time
15 - 20 minutes
Overview
In this practice, you will use the EAI XML Converter to convert an integration object instance to
an XML string that does not include the Siebel Message envelope.
Tasks
1. Examine the business service and identify the method argument that controls the
appearance of the Siebel Message envelope. s a
h a
Method :: IntObjHierToXMLDoc | Business Service Method Arg :: l l)
a. In Siebel Tools, select Business Service :: EAI XML Converter | Business Service
c
UseSiebelMessageEnvelope. e nte uide
z @ nt G
This argument is optional and its default value is true. You can explicitly set this
e
q u tude
argument to false to remove the Siebel Message envelope.
s
2.
cva this S
Use the business service simulator to test setting this argument.
( f
b. Create a new record with: e da use
a. In Siebel Call Center, navigate to Administration - Business Service > Simulator.
a s ta e to
Service Name
zEAI
e ns
CXML cConverter
Method Nameue IntObjHierToXMLDoc
li
s q l e
e f e rab applet, click Load From File.
Arguments
c. In theVInput
e l ip1) Clicka n s
Browse.
F 2)n-Select r
t D:\Temp\EAI-1 output.xml.
o
n 3) Click Open.
4) Click Load.
d. In the Property Name field, click the select button.
e. Delete all the Property Name Property Value pairs.
f. Create and set:
Property Name Value
UseSiebelMessageEnvelope False
g. Click OK.
h. In the top applet, click Run on One Input.
i. Scroll down to the Output Arguments applet.
j. Roll your mouse over the Value field. This will display the contents of the field.
k. Observe that the output is now in standard XML format.
l. Observe that the root element is ListofIsaMeetingAccount instead of SiebelMessage.
m. When you have finished inspecting the output, click "Move to Input" to transfer the XML
to the input arguments list.
Copyright 2011, Oracle and/or it affiliates. All rights reserved.
b. Examine the Input Arguments record that was transferred in the previous step. The
record should still be selected.
c. Delete the Property Name Property Value pair in that record.
d. Create and set:
Property Name Value
FileName D:\Temp\DC-3 output.xml
CharSetConversion UTF-8
e. Click OK.
s a
f. a
Make sure that the EAI File Transport record is still selected in the top applet and click
h
Run on One Input.
l c l)
nte uide
g. Navigate to D:\ Temp\DC-3 output.xml and open the file with Oracle JDeveloper.
e
h. Select Source > Reformat.
e z @ nt G
s q u tude
i. Observe that the root element is ListofIsaMeetingAccount instead of SiebelMessage
4. e da use
Read a file back in using the EAI Read From File business service.
sta se to
a. In Siebel Call Center in the business service simulator view, create a new Simulator
a
record with:
z C cen
Service Name q e
u EAIleXMLli Read from File
s b
VNameferaReadEAIMsg
Method
e
e
b. l s Input Arguments record and create and set:
ipCreateraa nnew
F n-t
noProperty Name Value
FileName D:\Temp\DC-1 output.xml
c. Click OK.
d. Make sure that the EAI XML Read From File record is still selected in the top applet
and click Run on One Input.
e. In the Output Arguments list in the Child Type field click the select button.
f. Observe that Type = SiebelMessage.
g. In the Property Key field, click the select button.
h. Observe that one of the properties is IntObjectName with a value of ISA Meeting
Account.
i. Click OK repeatedly to close all the PropertySet windows
5. Attempt to read a file that does not have a Siebel Message envelope.
a. Modify the Input Arguments record you just used by changing the FileName to
D:\Temp\DC-3 output.xml.
b. Make sure that the EAI XML Read From File record is still selected in the top applet
and click Run on One Input.
Copyright 2011, Oracle and/or it affiliates. All rights reserved.
s a
h a
l c l)
e nte uide
Practices for z @
Lesson n t G7:
q e de
u Workflows
Integration
s t u
( f c va his S
e d aChapterse7 t
s t a e to u
z Ca cens
s q ue le li
e V ferab
e l ip rans
F n-t
no
Goals
To create an outbound integration workflow that retrieves account data, converts it to
an XML string, and writes it to a file
Unauthorized reproduction or distribution prohibited Copyright 2016, Oracle and/or its affiliates
Time
25 - 35 minutes
Overview
In this practice, you will create a workflow that incorporates the three fundamental EAI business
services you explored in the previous labs. You will use Siebel Tools to first build the workflow
and to test it using the workflow simulator.
Tasks
1. Return to or if necessary start Siebel Tools: s a
a
)h
a. Select Start > Programs > Siebel_Tools_8.1 8.1 > Siebel Tools.
c l
b. Enter:
n t el ide
@ e G u
User ID DDEV
ez den t
Password DDEV s q u tu
v a S
Connect to Sample
a (fc e this
c. Click OK.
a ed o us
st se t
2. Verify that you have the prerequisites.
a
z CIntegration
a. In Siebel Tools, select c en Object :: ISA Meeting Account.
b. If you do s not
e l i
u thislerecord or you are not sure it is correct, bring in the solution file:
qhave
b
V feraD:\labs\Integation\WF\catchup.bat.
1) Double-click
l e
ip Arcommand
n s window and another Tools session launches to perform the catch up.
e
F n-Wait a
t until it completes and the command window closes.
o
n 2) Return to your Tools session.
3) Select Project :: ISA Account and if necessary lock it.
4) Compile:
a) Select Tools > Compile Projects.
b) Select ISA Account.
c) Set Siebel repository file = D:\OUSea\Client\OBJECTS\ENU\siebel_sia.srf.
d) Click Compile.
3. Create a new project with Name = ISA EAI Workflows and lock it.
4. Create the new workflow record and add required process properties.
a. Select Workflow Process.
b. Create a workflow process record and set:
Process Name ISA Export Account to File
Business Object Account
Project ISA EAI Workflows
1) If it is not, select View > Windows > Multi Value Property Window.
f. Observe that the five default process properties appear.
g. Create two additional process properties in the MVPW for the SiebelMessage and the
XML string that are produced by the EAI business services.
Name In/Out Data Type
Siebel Msg In/Out Hierarchy
XML String In/Out Binary
5. Add workflow steps and connect them to specify the workflow process.
s a
h a
a. Drag a Start step onto the Designer Workspace by clicking the step in the palette and
c l)
keeping the button depressed until the step is positioned as desired.
l
nte uide
b. Add the following steps in order: Business Service, Business Service, Business
e
Service, and End.
e z @ nt G
s q u tude
c. Drag a connector and position it so that the left end is in the Start step.
( f cva this S
d. Position the mouse over the white box at the right end of the connector and stretch the
connector until it touches the Siebel operation step. Two red dots appear when the
e da use
connector is anchored to both steps.
sta se to
e. Add connectors to sequence the remaining steps, making sure that each connector is
a
C cen
anchored at both ends. The workflow should look like:
z
q e
u le li
s
e V ferab
e l ip rans
F n-t
no
6. Configure the step properties.
a. Select View > Windows > Properties Window to display the Properties window.
b. In the Palette pane, click the X box to close the window.
c. In the designer, click the last business service step (Business Service 2).
d. In the Properties Window, set:
Business Service Name EAI File Transport (use the picklist)
Business Service Method Send (use the picklist)
Name Write to File
s a
g. Select the End 0 step and set Name = End.
h a
7. Assign the inputs and outputs of the various workflow steps.
l c l)
a. In the designer, select the "Get Account" step.
e nte uide
b. In the MVPW, click the Input Arguments tab.
e z @ nt G
c. Create a record and set:
s q u tude
a theipicklist
cv(use s S and pick the record with
Input Argument PrimaryRowId
Name a
( f t h
e d u s e
= PrimaryRowId)
Type
s t aProcess t o
Property
Property Name
z Ca ceObject nse Id
d. Create a second
s q uerecord
l e li set:
and
InputV
Argumentera
b OutputIntObjectName
i p e s f
Fel Typen - t r an Literal
noArguments /h
User name DDEV
Password DDEV
Data source Sample
c. Click OK.
You will now invoke the Workflow Simulator to test the workflow process. The simulator can be
invoked from either the workflow process list in the object list editor or directly from the workflow
designer. You will use the Delta Valley Brewers account that you used in a previous lab. Its Row
# is 1SIA-E1D5.
Note: you may have to scroll to the right to locate the Default String column.
d. Click the Save icon in the toolbar.
e. Return to any Siebel Call Center applications, select File > Logout to close them.
f. In Siebel Tools, select View > Toolbars > Simulate.
g. Right-click in the workflow designer and select Simulate.
h. Observe that a new tabbed window appears in the editor with the first step of the
workflow outlined:
s a
a
)h
c l
i. Also note that the first button in the Simulate toolbar is highlighted:n t el ide
@ e G u
ez den t
s q u tu
v a S
a (fc e this
a ed o us
a st se t
z C Simulation"
c en button in the Simulate toolbar.
j. Click the (green) e "Start l i
u anleerror check your Debug settings.
Note: if sqreceive
you
ab of the Siebel client starts, and that it will take several seconds
rinstance
e
k. Observe
V thatfan e
e l n sto display a view titled Workflow Simulator.
ipfor theraclient
Fl. Wait n -tuntil the initiation of the simulation has completed and you are returned to Siebel
o
n Tools. You should see the second step in the workflow process highlighted.
m. Right-click in the simulator window and select Watch Window to open the watch
window.
s. In the Simulate toolbar, click the "Simulate Next" button to execute the "Convert to
XML" step.
t. Click Simulate Next until the End step is highlighted.
u. Click Simulate Next once more to complete the simulation.
v. Click OK.
w. Click the X in the top right to close the simulation window.
10. Verify the output.
a. Navigate to the D:\Temp and open the WF output.xml file using Oracle JDeveloper.
s a
h a
l c l)
e nte uide
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s q u tude
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no
Goals
To create an inbound integration workflow that reads account data from a file and
updates an existing Siebel account
Unauthorized reproduction or distribution prohibited Copyright 2016, Oracle and/or its affiliates
Time
25 - 35 minutes
Overview
In this practice, you will create a workflow that reads a file containing updated account
information and updates the corresponding account in the Siebel application. You will modify the
file you created in the previous lab and use that to test the workflow that you have built. The
instructions in this lab are not as detailed as those in previous labs. Feel free to refer back to the
detailed instructions for a given step. s a
a
)h
Tasks c l
n t el ide
1. Make a small change to the file that was created in the previous lab.
@ e G u
a. Use Windows Explorer to navigate to the D:\Temp and copy
e z the
e n
WF toutput.xml file
b. Paste it and rename it WF input.xml. s u
q Stud
a
cv this
c. Open WF Input.xml with Oracle JDeveloper.
( f
d. Change the value of the Main Phone
9257556400. e daNumber u seelement from 9257556455 to
a ta changes.
syour e to
e. Select File > Save to save
z C cens
f. Select File > Close.
q e e li
ucalled
2. Create a workflow
s a b l Update Account from File that:
ISA
Reads
i p e s f er
Vthe D:\Temp\WF input.xml file using the "EAI XML Read From File" business
l
Fe Using
service
t r a n
and the ReadEAIMsg method.
-
n this service allows you to reduce the number of steps in your workflow. Make
nosure you select the method that outputs a Siebel Message. And remember to add a
process property for the Siebel message.
Updates an account using the "EAI Siebel Adapter" business service's Update method.
s a
h a
l c l)
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Practices for z @
Lesson
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e
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HTTPaTransport
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F n-t
no
Goals
To create an integration workflow that uses outbound HTTP transport
Time
Unauthorized reproduction or distribution prohibited Copyright 2016, Oracle and/or its affiliates
20 - 30 minutes
Overview
In this practice, you will create a workflow process that extracts an account from the Siebel
application, converts it to an XML string, and uses HTTP Transport to send it to a target
application. For the purposes of testing the workflow in this lab, the web server on your machine
serves as the target application. It has been configured to return a success message. In addition
you will use an HTTP utility that allows you to examine the HTTP message sent to and received
from the web server.
s a
Tasks a
)h
c l
1. Return to or if necessary start Siebel Tools:
n t el ide
a. Select Start > Programs > Siebel_Tools_8.1 8.1 > Siebel Tools.
@ e G u
b. Enter: ez den t
s q u tu
User ID DDEV
v a S
Password DDEV a (fc e this
d us
Sample ae
Connect to
a s t e to
c. Click OK.
z C cens
s q uethe prerequisites.
2. Verify that you have
l e li
V Tools,
a. In Siebel
f e ab Integration Object :: ISA Meeting Account.
rselect
b. lip e s Process :: ISA Export Account to File.
Select Workflow
n
e
Fc. Ifnyou r a
-t do not have either of these records or you are not sure they are correct, bring in
o
n solution file:
the
1) Double-click D:\labs\Integation\HTTP\catchup.bat.
A command window and another Tools session launches to perform the catch up.
Wait until it completes and the command window closes.
2) Return to your Tools session.
3) Select Project :: ISA Account and if necessary lock it.
4) Select Project :: ISA EAI Workflows and if necessary lock it.
5) Compile:
a) Select Tools > Compile Projects.
b) Select Locked Projects.
c) Set Siebel repository file = D:\OUSea\Client\OBJECTS\ENU\siebel_sia.srf.
d) Click Compile.
Rather than building this workflow from scratch, you will copy the workflow you built to export a
Siebel account to a file and modify the transport business service step. The first two steps in the
previous workflow remain the same for the HTTP Transport.
Copyright 2011, Oracle and/or it affiliates. All rights reserved.
s q ue le li Literal
HTTPRequestMethod GET
V fera b
HTTPRequestURLTemplate Literal http://localhost:1088
e
ipNormally s
Fel application.
n - t r a nyou would use the POST method to send Siebel data to a target web
However the default web server, as is, that you are using in this practice
o
n change the data thattheis POST
does not recognize method so you will use the GET method. This does not
sent to the target web application.
f. Delete the FileName input argument.
g. Reconnect all the steps.
s a
h a
l c l)
e nte uide
e. Click "Listen" to start monitoring HTTP traffic.
e z @ nt G
6. Test the workflow using the simulator. s q u tude
a isclickS the designer surface to
cvdesigner,
a. Return to Siebel Tools, and in the workflow
a ( f th
display the process properties for this
d workflow. e
us String = 1SIA-E1D5.
b. For the Name = Object Id, verify
t a eor settoDefault
c. Save the record.
C as nse
d. Log out of all open
u e ceCenter applications.
zSiebelliCall
e. Save the q ble
sworkflow.
f. Ine the designer,
a
V ferright-click and select Validate. Fix any errors.
l i p n s
Fg.e Use n - rasimulator to test the workflow.
tthe
no1) In the designer, right-click and select Simulate.
2) Click Start Simulation.
3) Click Complete Simulation.
4) Click OK.
h. Examine the HTTP message.
1) Return to Nettool.
2) Look through the data in the left pane.
s a
h a
l c l)
e nte uide
e z @ nt G
s q u tude
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a sta se to
z C cen
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u le li
s
e V ferab
j. lip
e Click Stop
a n s terminate HTTP monitoring.
to
7. FReturn n r
-tSiebel Tools and close the simulation window.
to
8. Log
o
n out of Siebel Call Center.
Goals
To send HTTP messages to a Siebel application using POST
Time
Unauthorized reproduction or distribution prohibited Copyright 2016, Oracle and/or its affiliates
20 - 30 minutes
Overview
In this practice, you will generate several HTTP messages and send them to the Siebel server
on your local machine. The EAI object manager receives and processes these messages. Your
Siebel server must be running to process these messages.
The application object manager running on the server must also be able to access the ISA
Meeting Account integration object. You will export the integration object from the client
repository and import into the server repository. You will then deploy the integration directly to
the server run-time database rather than compiling it into the server repository file.
s a
h a
Tasks
l c l)
1. Export the integration object
e nte uide
a. In Siebel Tools, select Integration Object :: ISA Meetingz
e @ nt G
Account.
b. Select Tools > Add to Archive.
s q u tude
c. Click Browse.
( f c va his S
d. Navigate to D:\TEMP.
e d a se t
to u
e. Set FileName = ISA MeetingaAccount.sif.
t
f. Click Save. s
a nse
z C ce
g. Click Save.
u e l i
h. Minimize sbutqdornot
a b le this session of Siebel Tools
close
e V Tools:fe
2. Start Siebel
e l i p a n s> Programs > Siebel_Tools_8.1 8.1 > Siebel Tools.
a.
F n-t r
Select Start
b. o
n Enter:
User ID SADMIN
Password SADMIN
Connect to Server
c. Click OK.
3. Verify that the Integration Object type is exposed.
a. In the Object Explorer (OE) on the left, verify that you see "Integration Object" listed.
b. If not, expose it:
1) Select View > Options.
2) Click the Object Explorer tab.
3) In front of Integration Object, select the checkbox.
4) Make sure the box behind the check mark is white not gray.
5) Click OK.
d. Click Open.
e. Click Next.
f. Click Next.
g. Click Yes.
h. Click Finish.
i. Select Integration Object :: ISA Meeting Account | Integration Component.
j. Verify that the three integration components (Account, Account_Business Address, and
Contact you specified when you created the integration object) appear.
5. Deploy the integration object. a
a. Select Integration Object :: ISA Meeting Account. h a s
c l)
b. Right-click and select Deploy to Runtime Database. This may take a few moments.
l
6. Start the Siebel Server service.
e nte uide
z @ nt G
a. Select Start > Programs > Administrative Tools > Services.
e
q u tude
Note: in some environments you may need to double-click Services in the
s
Administrative Tools window.
( f cva this S
e da use
b. Select Siebel Server [OUEnt_OUSrvr].
c. Right-click Siebel Server [OUEnt_OUSrvr] and select Start.
a sta se to
d. Right-click in the task bar and select Task Manager.
z C cen
e
u le li
e. Click the Performance tab.
q
s
V ferab
f. Wait until the CPU Usage is low for several seconds (indicating the Siebel Server start
up processing is near complete). This may take several minutes.
e
e l ip rans
g. Minimize the Task Manager.
F n-t
no
h. Close the Service window.
i. If necessary, close the Administrative Tools window.
7. Start Siebel Call Center Web Client:
a. Select Start > Programs > Internet Explorer.
b. Enter Address: http://localhost/callcenter_enu.
c. Enter:
User ID SADMIN
Password SADMIN
d. Click the arrow. If prompted, click Install, Auto Fix, and Run.
d. Verify that the State icon is Green and the State text value is Online. If it is not, contact
your instructor for further directions
s a
a
)h
c l
n t el ide
@ e G u
ez den t
s q u tu
v a S
a (fc e this
a ed o us
a st se t
9. Complete the deployment z Cof thecintegration
en object.
u e l i
a. Navigate s toq le - Web Services > Deployed Integration Objects.
Administration
b
a
r Meeting Account integration object appears with a creation time that
Vthat thefeISA
i p e
b. Verify
s
Fc.el Click
agrees
t r a n
with when you deployed the integration object.
n- the Inbound Web Service link in the link bar.
n o
d. Click Clear Cache to update the run-time cache.
The as-delivered Siebel application includes several HTTP services. These services are defined
in the eai.cfg file and are referred to in the URL received by the Siebel application. Each service
in turn references a profile configuration that specifies how to respond to the request.
10. Examine the HTTP services that are provided with the as-delivered Siebel application.
a. Navigate to D:\OUsea\siebsrvr\BIN\ENU and open the eai.cfg file with Notepad.
b. Locate the service whose name (left side) is SiebelUpsert. You will need to scroll to the
bottom of the file to find the HTTP services.
c. Observe that the profile configuration it references is SiebelUpsertDispatch.
d. Close the file not saving any changes.
11. Examine the SiebelUpsertDispatch profile configuration.
a. In Siebel Call Center, navigate to Administration - Server Configuration > Enterprises >
Profile Configuration.
b. Query for Alias = SiebelUpsertDispatch.
Copyright 2011, Oracle and/or it affiliates. All rights reserved.
s a
h a
l c l)
e nte uide
e z @ nt G
s q u tude
( f cva this S
e da use
a sta se to
z C cen
q e
u le li
s abCenter.
Vto Siebel
16. Verify the results.
e
a. Return f e rCall
e l a n s
ipClick Accounts
F n-t
b. r > My Accounts.
c. o
n Query for Name = *isa.
d. Verify three accounts are returned.
17. Use the same form to query the accounts that you just inserted.
a. In the browser window that displays the EAI object manager response, click the back
arrow to return to the HTTP custom web form.
b. Delete the contents of the SWEExtData field.
c. Use Windows Explorer to navigate to D:\Labs\Integration\HTTP.
d. Open "Query body.xml" using Oracle JDeveloper.
e. Copy the contents and paste them into the SWEExtData field.
f. Observe that the XML file contains only the account name element and that its value is
Moore LLC isa. This will serve as query to return the Moore LLC isa account.
g. Change the SWEExtSource to SiebelQuery. This is the profile configuration that
executes a query.
h. Click Submit.
i. Observe that this query returns the complete account record for the Moore LLC isa
account.
Copyright 2011, Oracle and/or it affiliates. All rights reserved.
Goals
To send HTTP messages to a Siebel application in session mode
Unauthorized reproduction or distribution prohibited Copyright 2016, Oracle and/or its affiliates
Time
10 - 15 minutes
Overview
In the previous lab you generated HTTP messages to the Siebel application in sesssionless
mode. Each message required credentials to create a session that lasted only to process that
specific message. In this lab, you will use a different utility to send HTTP messages in session
mode. You will first send a login message and receive a sessionID (cookie) in the response.
You will then generate subsequent query messages using the sessionID, and finally you will
send an explicit message to log off. s a
a
)h
Tasks c l
n t el to examine
ide the
1. Use the HTTP Client functionality in NetTool to send HTTP messages
@ e and u
Gmethod which
response from the EAI object manager. For simplicity you will
e z use the GET
n t
places the entire message into the URL. The URLs you u
s q t u debeen created for you.
will use have
a. Return to, or if necessary, start NetTool. va S
( f c h i s
e d a se t NetTool-4.7.2\ and double-click
1) Navigate to D:\Labs\Integration\HTTP\NetTool\
a e to u
start-nettool.bat.
b. Click the "HTTP Client" tab. s t
c. Verify that you can z Ca cethe
reposition nsbar between the left and right panes in the tool.
q uebe repositioned,
d. If the bar cannot
s l e li perform the following to reset the utility:
V NetTool.
1) Exit ra b
e
ip2) Navigates f e
Fel n-the n to D:\Labs\Integration\NetTool\ nettool-4.7.2\ and delete the contents of
trafolder.
no 3) Navigate up one level to D:\Labs\Integration\NetTool\.
4) Right-click nettool-4.7.2.zip and select WinZip > Extract to
D:\Labs\Integration\NetTool\ nettool-4.7.2\
5) Navigate to D:\Labs\Integration\NetTool\ nettool-4.7.2\ and double-click start-
nettool.bat.
e. Navigate to D:\Labs\Integration\HTTP and open URL_2.txt.
f. Make sure that word wrap is turned off. Verify that the URL text is on a single line only.
Observe that the URL contains primarily the login credentials and that the command is
ExecuteLogin.
g. Copy the complete URL.
h. In NetTool, delete the default contents in the URL field.
i. Paste the URL into URL field.
j. Click Send.
9. Leave Siebel Tools, the Siebel Call Center Developer Web client, and JDeveloper running.
s a
h a
l c l)
e nte uide
e z @ nt G
s q u tude
( f cva this S
e da use
a sta se to
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u le li
s
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F n-t
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s a
h a
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e nte uide
Practices for z @
Lesson n t G9: EAI
q e
uQueue deTransport
Message s t u
( f c va his S
e d aChapterse9 t
s t a e to u
z Ca cens
s q ue le li
e V ferab
e l ip rans
F n-t
no
Goals
To create and test an integration workflow that sends a message to a message queue
Unauthorized reproduction or distribution prohibited Copyright 2016, Oracle and/or its affiliates
Time
30 - 40 minutes
Overview
In this practice you will create and test an integration workflow that sends Siebel account
information to a Java Messaging Service (JMS) message queue.
Tasks
You will first verify that the ISA Meeting Account integration object has been deployed to the
s a
server database. a
)h
c l
1. Return to or if necessary start Siebel Tools: n t el ide
a. Select Start > Programs > Siebel_Tools_8.1 8.1 > Siebel @
e G u
Tools.
ez den t
b. Enter:
s q u tu
v a S
User ID SADMIN
a (fc e this
Password SADMIN
a ed o us
Connect to Serverst e t
a
C cen s
c. Click OK. e z li
u the prerequisites.
q
2. Verify that youshave l e
a. Ine V Tools,
Siebel f e ab Integration Object :: ISA Meeting Account.
rselect
e
b. l ipIf yourdoannots have this record or you are not sure it is correct, bring in the solution file:
F n-t
no1) Double-click D:\labs\Integation\JMS\catchup_server.bat.
A command window and another Tools session launches to perform the catch up.
Wait until it completes and the command window closes.
2) Return to your Tools session.
3) Select Integration Object :: ISA Meeting Account.
4) Right-click and select Deploy to Runtime Database.
c. Select File > Exit.
You will next verify that a workflow you will modify is present in the sample database.
Password DDEV
Connect to Sample
c. Click OK.
4. Verify that you have the prerequisites.
a. In Siebel Tools, select Workflow Process :: ISA Export Account to File.
b. If you do not have this record or you are not sure it is correct, bring in the solution file:
1) Double-click D:\labs\Integation\JMS\catchup_sample.bat.
A command window and another Tools session launches to perform the catch up.
s a
a
Wait until it completes and the command window closes.
h
5. c l)
Verify that there are currently no message queues available on the integrated WebLogic
l
server.
e nte uide
e z @ nt G
a. Return to or if necessary start Oracle JDeveloper by selecting Start > Programs >
s q u tude
Oracle Fusion Middleware 11.1.1.3.0 > JDeveloper Studio 11.1.1.3.0.
( f cva this S
b. If necessary, start the integrated WebLogic server from the JDeveloper application-
level menu by selecting Run > Start Server Instance (IntegratedWebLogicServer).
e da use
Note: To determine whether or not the WebLogic server is running, check for a
sta se to
"Running: IntegratedWebLogicServer" tab at the bottom of the JDeveloper window.
a
C cen
c. If necessary, log in to the WebLogic server administration console.
z
e
u le li
1) Start a new instance of Internet Explorer by selecting Start > Programs > Internet
q
s
e V ferab
Explorer.
e l ip rans
2) Enter an address of http://localhost:7101/console/login/loginForm.jsp.
F n-t This may take a few moments to come up.
no 3) Once the login screen appears, enter:
Username weblogic
Password weblogic1
4) Click Log In.
d. Under Domain Configurations > Services > Messaging, click JMS Servers.
e. Verify that no JMS Servers are listed.
f. In the thread bar, click Home.
g. Under Domain Configurations > Services > Messaging, click JMS Modules.
h. Verify that no JMS Modules are listed.
i. In the thread bar, click Home.
6. Run the provided script to create the inbound and outbound message queues.
Note: All of the strings for this practice are provided in
D:\Labs\Integration\JMS\JMS_Strings.txt. You may copy-and-paste the commands and
strings listed from that file.
setWLSEnv.cmd
d. Verify that the response message is, "Your environment has been set."
e. Run the script by entering:
java weblogic.WLST createJMSServerandModule.py
f. Verify that the final response message is, "JMS Server and Module created
successfully."
g. Exit the command prompt by entering:
exit
s a
7. Verify that the message queues have been created.
h a
c l)
a. Return to the instance of Internet Explorer that is showing the Oracle WebLogic Server
l
Administration Console.
e nte uide
e z @ nt G
b. Under Domain Configurations > Services > Messaging, click JMS Servers.
s q u tude
Note: If prompted to log in again, the username/password combination is
cva this S
weblogic/weblogic1.
( f
c. Verify that ISA_JMSServer is listed.
e da use
d. In the thread bar, click Home.
sta se to
e. Under Domain Configurations > Services > Messaging, click JMS Modules.
a
C cen
f. Verify that ISA_JMSModule is listed.
z
q e
u le li
g. Drill down on ISA_JMSModule.
s
V ferab
h. Verify that ISA_JMSInboundQueue and ISA_JMSOutboundQueue are listed. These
e
e l ip rans
are the inbound and outbound queues you will use to integrate with Siebel CRM.
F n-t
i. Remain logged in to the WebLogic Administration Console to monitor the message
no queues later in this practice.
8. Create a workflow that sends account information to the outbound JMS message queue.
a. In Siebel Tools, navigate to Workflow Process :: ISA Export Account to File.
b. Right-click the "ISA Export Account to File" record and select Copy Record.
c. For the new record, set:
Process Name ISA Export Account via JMS Queue
Project ISA EAI Workflows
Business Object Account
d. Step off the record to save it.
e. Right-click the "ISA Export Account via JMS Queue" record and select Edit Workflow
Process.
Before testing the workflow, you must create a Java Virtual Machine (JVM) profile that tells the
Siebel application how to run Java code. This profile includes a path to all of the .jar files used
by the Siebel application, a path to the DLL used to run the Java code, and any JVM options. To
add profiles to the Siebel Developer Web Client ("thick client"), you edit uagent.cfg. The default
name of the profile is JAVA, so you create a [JAVA] section in uagent.cfg. You must also create
a jndi.properties file, describing how to connect to the Java naming server.
SubsysType = JVMSubSys
CLASSPATH =
D:\OUSea\siebsrvr\CLASSES\Siebel.jar;D:\OUSea\siebsrvr\CLASSES\S
iebelJI_enu.jar;D:\OUSea\siebsrvr\JNDI;D:\Middleware\wlserver_10
.3\server\lib\weblogic.jar;.
DLL = D:\jdk_16010\jre\bin\server\jvm.dll
JVMOPTIONS = -xrs -Djava.compiler=NONE -
Djms.log=D:\JMS\log\jms.log
e. Save and close uagent.cfg.
10. Create the jndi.properties file. s a
a
)h
a. Use Windows Explorer to navigate to D:\OUSea\siebsrvr.
c l
b. Create a new directory with name = JNDI.
n t el ide
e G u
c. In D:\OUSea\siebsrvr\JNDI, use Notepad to create a new text file with name =
@
jndi.properties. ez den t
s q u tu
Note: A jndi.properties file is provided for you in D:\Labs\Integration\JMS if you do not
v a S
want to create one for yourself.
a (fc e this
d. Use Notepad to edit jndi.properties:
a ed o us
st se t
java.naming.factory.initial=weblogic.jndi.WLInitialContextFactor
a
y
z C cen
e
u le li
java.naming.provider.url=http://localhost:7101
q
s
erab
java.naming.security.principal=weblogic
e V f
l i p s
java.naming.security.credentials=weblogic1
n
Fe.e Saven - a close jndi.properties.
trand
nothe outbound workflow.
11. Test
a. Return to Siebel Tools.
b. Connect the steps in the workflow.
c. Click an empty area of the design pane to reveal the process properties.
d. For the Object Id process property, set Default String = 1-63Q9. This is the Row Id of
the 3COM account record.
e. Save the workflow.
f. Log out of all open Call Center applications.
g. Right-click in an empty area of the design pane and select Simulate.
h. Simulate the workflow and verify that it completes successfully.
12. Verify that the message has been successfully posted to the message queue.
a. Return to the instance of Internet Explorer that is showing the Oracle WebLogic Server
Administration Console.
b. Under Domain Configurations > Services > Messaging, click JMS Modules.
Note: If prompted to log in again, the username/password combination is
weblogic/weblogic1.
Copyright 2011, Oracle and/or it affiliates. All rights reserved.
e da use
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Goal
To create and test a Siebel JMS Receiver task
Time
Unauthorized reproduction or distribution prohibited Copyright 2016, Oracle and/or its affiliates
30 - 40 minutes
Overview
In this practice you will create Java Virtual Machine (JVM) and Java Messaging Service (JMS)
profiles in the Siebel Enterprise to support the JMS Receiver component. You will then start and
test a JMS Receiver task.
Tasks
You will first configure the Java Virtual Machine (JVM) in Siebel CRM. This is required to
support any integration between Siebel CRM and Java applications, including business services
s a
written in Java or Java Message Queues. h a
l c l)
In the previous practice, you created a JVM profile in uagent.cfg to tell the Siebel Developer
nte uide
Web (thick) Client how to connect to the Java Virtual Machine. In this practice, you will configure
e
e z @ nt G
the same profile in the Siebel Enterprise to allow the Siebel Enterprise to connect to the Java
s q u tude
Virtual Machine. You created jndi.properties in the previous practice, so there is no need to re-
cva this S
create it here.
( f
e da use service.
1. If necessary, start the Siebel Server [OUEnt_OUSrvr]
ta e to Tools > Services.
a. Select Start > Programs >sAdministrative
a
z C ce
Note: in some environments nsmay need to double-click Services in the
you
Administrative
q e window.
uTools e li
s l
b. Select
e
Server
VSiebel f e rab[OUEnt_OUSrvr].
c. lip
e n
Verify that
a s = Started.
Status
r
Fd. IfnStatus
-t <> Started, start the Siebel Server.
o
n 1) Right-click Siebel Server [OUEnt_OUSrvr] and select Start.
2) Right-click in the task bar and select Task Manager.
3) Click the Performance tab.
4) Wait until the CPU Usage is low for several seconds (indicating the Siebel Server
start up processing is near complete). This will take several minutes.
5) Minimize the Task Manager.
e. Close the Service window.
f. If necessary, close the Administrative Tools window.
2. Return to, or if necessary, start the Siebel Call Center Web Client.
a. Select Start > Programs > Internet Explorer.
b. Enter Address: http://localhost/callcenter_enu.
c. Enter:
User ID SADMIN
Password SADMIN
b. Click New.
c. Enter:
Profile JAVA
Alias JAVA
Subsystem Type JVMSubSys
d. In the Profile Parameters list applet, run an empty query to refresh.
e. In the Profile Parameters list applet, set:
s a
Name Value a
)h
c l
JVM Classpath D:\OUSea\siebsrvr\CLASSES\Siebel.jar;
D:\OUSea\siebsrvr\CLASSES\SiebelJI_enu.jar; n t el ide
D:\OUSea\siebsrvr\JNDI; @ e G u
ez den t
D:\Middleware\wlserver_10.3\server\lib\weblogic.jar;.
s q u tu
JVM DLL Name v a
D:\jdk_16010\jre\bin\server\jvm.dll S
JVM Options a (fc e this
-xrs -Djava.compiler=NONE
ed o us
-Djms.log=D:\JMS\log\jms.log
a
a st (JMS)s e t
4. Create the Java Messaging
z
not be confused withethe
C System
c e n whichprofile. This is used solely by JMS, and should
q u e i
JVMlprofile, is used for all Java implementations in Siebel
CRM. s rab l
a. Ine V CallfeCenter,
Siebel if necessary, navigate to Administration - Server Configuration >
i p s
Fb.el Innthe an
Enterprises > Profile Configuration.
- trmiddle Profile Configuration applet, click New.
no
c. Enter:
Profile JMS_ConnectionProfile
Alias JMS_ConnectionProfile
Subsystem Type JMSSubsys
d. In the Profile Parameters list applet, run an empty query to refresh.
6. Examine V
squ raboflethe JMS Receiver component.
theparameters
Ine
a. lip the view
n s febar above the middle applet, click the Component Definitions tab.
tab
Fb.e Query
n - a Component = JMS Receiver.
trfor
c.no Examine the Component Parameters applet.
1) Notice that the Receiver Service Name = EAI JMS Transport and the Receiver
Method Name = ReceiveDispatch. This is the default business service and method
that will be invoked by the receiver.
2) Notice that JVM Subsystem Name = JAVA. Recall that this profile is used by
Siebel components that use Java.
d. Select File > Log Out to log out of Siebel Call Center.
7. Restart the Siebel Server [OUEnt_OUSrvr] service to apply the JVM and JMS profiles.
a. Select Start > Programs > Administrative Tools > Services.
Note: in some environments you may need to double-click Services in the
Administrative Tools window.
b. Select Siebel Server [OUEnt_OUSrvr].
c. Right-click Siebel Server [OUEnt_OUSrvr] and select Stop.
d. Wait for the service to stop completely.
e. Right-click Siebel Server [OUEnt_OUSrvr] and select Start.
f. Right-click in the task bar and select Task Manager.
Copyright 2011, Oracle and/or it affiliates. All rights reserved.
8. Use the command-line server manager to start a JMS Receiver task that uses the two
profiles you created above to connect to the messaging system, and dispatches received
messages using the SiebelUpsertDispatch profile.
a. If necessary, start a command prompt by selecting Start > Programs > Accessories >
Command Prompt.
b. In the command prompt, enter:
cd D:\OUSea\siebsrvr\bin
c. Start the server manager by entering:
s a
srvrmgr -g localhost -e OUEnt -s OUSrvr -u SADMIN -p SADMIN a
)h
d. In srvrmgr, enter: c l
n t el ide
start task for comp JMSReceiver with
@ e G u
ReceiverConnectionSubsystem=JMS_ConnectionProfile,
ez den t
s
ReceiverDataHandlingSubsystem=SiebelUpsertDispatch,q u tu
v a S
ReceiverMethodName=ReceiveDispatch
a (fc e this
a edthe task
e. Verify you get one row returned message.
o
s
uand
9. Return to Siebel Call Center and
a s t verify
e t parameters.
a. Start and log in to the
z nsCenter Web client:
CSiebelceCall
e instance
1) Return touthe
q e li of Internet Explorer with the Siebel Call Center login screen.
s l
V ferab
2) Enter:
e
e l ip rUser
a n sID SADMIN
F n-t Password SADMIN
no 3) Click the arrow.
b. Navigate to Administration - Server Management > Tasks.
c. Query for Component = JMS Receiver.
d. Verify that Task State = Running.
e. In the view tab bar, click Parameters.
f. Query for Parameter = Receiver*.
g. Verify that the connection subsystem, data handling subsystem, and method are all as
you specified.
10. Verify that ISA JMS Test Account does not currently exist.
a. Navigate to Accounts > Accounts List > My Accounts.
b. Query for Name = ISA.
c. Verify that ISA JMS Test Account is not returned.
d. Minimize Siebel Call Center.
5105552676.
d. Copy the entire message.
e. Minimize Notepad.
12. Add the message to the inbound message queue.
a. Return to the WebLogic server administration console.
b. Under Domain Configurations > Services > Messaging, click JMS Modules.
c. Drill down on ISA_JMSModule.
d. Drill down on ISA_JMSInboundQueue.
e. Click the Monitoring tab. s a
h a
l c l)
f. Check the checkbox next to INS_JMSModule!INS_JMSInputQueue.
g. Click Show Messages.
e nte uide
h. Click New.
e z @ nt G
i. Scroll down to locate the Body field.
s q u tude
k. Click OK. ( f cva this S
j. Paste the message in the Body field.
e da use
l. Verify that the message was sent successfully by checking for a green, "JMS Message
sta se to
sent successfully" near the top of the screen.
a
z C cen
13. Verify that the message was consumed successfully.
q e
u le li
a. In the WebLogic console, in the thread bar near the top of the screen, click
s
V ferab
ISA_JMSInboundQueue.
e
e l ip rans
b. Click the Monitoring tab.
F n-t
c. Verify that ISA_JMSModule!ISA_JMSInboundQueue, Messages Current = 0.
no
d. Check the checkbox next to ISA_JMSModule!ISA_JMSInboundQueue and click Show
Messages.
e. Minimize the WebLogic console. You will be adding an updated message soon.
f. Return to Siebel Call Center.
g. In the My Accounts applet, query for Name = ISA.
h. Verify that the ISA JMS Test Account now appears, with the URL =
www.isajmstestaccount.com and phone number (510) 555-2676.
14. Use the message queue to update ISA JMS Test Account.
a. Return to Notepad.
b. Modify the message by changing the phone number to 5105550000.
c. Copy the message.
d. Close AccountMessage.xml, not saving any changes.
e. Return to the WebLogic console.
f. In the JMS Messages list, click New.
g. In the Body section, paste the modified message.
m. Verify that the phone number for ISA JMS Test Account has been successfully updated
to (510) 555-0000.
15. Close the Siebel Call Center web client.
a. From the application-level menu, select File > Log Out.
b. Close Internet Explorer.
16. Leave Siebel Tools and JDeveloper running.
s a
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Practices for e z Lesson
e n t 10: Data
Mapping s u
q Stud
a
cv 10 this
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Chapter
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Goals
To use the Siebel Data Mapper to create a data map
Time
Unauthorized reproduction or distribution prohibited Copyright 2016, Oracle and/or its affiliates
10 - 15 minutes
Overview
In this practice, you will use the Siebel Data Mapper to create a data map that transforms an
internal Siebel account record into an external ISA Client record. You will use the two integration
objects you created earlier in the course.
Tasks
1. Return to or if necessary start Siebel Tools:
s a
a. Select Start > Programs > Siebel_Tools_8.1 8.1 > Siebel Tools. a
)h
b. Enter:
c l
DDEV n t el ide
User ID
@ e G u
Password DDEV ez den t
s q u tu
Connect to Sample
v a S
c. Click OK. a (fc e this
2. Verify that you have the prerequisites.
a ed o us
a st sObject
a. In Siebel Tools, select Integration e t :: ISA Meeting Account.
z C ISA
Object ::ic enClient.
b. Select Integration e l
squ rProcess
c. Select Workflow
a b le :: ISA Export Account to File.
d. If e youVdo not fhave
e any of these records or you are not sure they are correct, bring in
l i p n s
Fe 1)n-Double-click
the
tra
solution file:
D:\labs\Integration\IO\catchup.bat.
no A command window and another Tools session launches to perform the catch up.
Wait until it completes and the command window closes.
2) Return to your Tools session.
3) Select Project :: ISA Account and if necessary lock it.
4) Select Project :: ISA EAI Workflows and if necessary lock it.
5) Compile:
a) Select Tools > Compile Projects.
b) Select Locked Projects.
c) Set Siebel repository file = D:\OUSea\Client\OBJECTS\ENU\siebel_sia.srf.
d) Click Compile.
3. Review the structure of the ISA Client object.
a. Use Windows Explorer to navigate to D:\Labs\Integration\IO.
b. Open ISA_Client.xsd using Oracle JDeveloper.
c. If necessary, expand the parent elements until all the leaf elements are displayed.
squName
Target Object
a b le ISA Client
e V fer
l
Sinceethei ptargeta n s object has three integration components, three integration
integration
F nmaps
component
r
-t are needed. The reason for mapping each component will be discussed as
o
n the fields for each component.
you map
Next you will create field map records for the Contact integration component map. You will
observe that each target field in the Contact integration component is populated by mapping a
field from the Contact source integration component.
[Email Address] <use the pick list> emailAddress <use the picklist>
[First Name] FirstName
[Last Name] LastName
[Person UId] ContactID
Next you will create field map records for the Client component map. You will observe that each
target field in the Client integration component is populated by mapping a field from either the
Account_Business Address source component or its parent the Account source component.
Note the use of the dot notation to reference fields in another integration component. You must
s a
do this in a single set of mappings since the Data Mapper does not allow a single target a
)h
c l
component to be populated from two different integration component maps.
n t el ide
@ e G u
8. Create the integration field maps for Client.
ez the drecord
e n t
a. In the middle "Integration Component Map" applet, s q u
select t u with Name =
Client. a
cv this S
( f
This makes sure that in the evente dasource
b. Set Source Search Specification = [IsPrimaryMVG]="Y".
the u e
saccount has multiple business addresses
s t ais mappedt o
Ca Field
that only the primary address
e n se applet, create eight new records and set:
to the target.
z
e e lic
c. In the bottom "Integration
u
Map"
Source
q
s rabl
Expression Target Field Name
V
e nsfe
e l i p[City]
a
City
F [Postaln r
-t Code] Zip
o
n [State] State
[Street Address] Address
[Account.Home Page] URL
type in since it is not in the picklist
[Account.Integration Id] ClientID
[Account.Name] ClientName
[Account.Main Phone Number] Phone
Do not create any field maps for the Contacts integration component map. Remember
the Contacts integration component contains only the Contact integration component,
but does not contain any fields itself. Creating the integration component map is all
that is necessary to create the target integration component.
9. Validate the mappings.
a. In the top applet, click the Validate button to check the data maps.
b. Click OK to dismiss the verification dialog.
Goals
To add a data mapping step to an integration workflow.
Time
Unauthorized reproduction or distribution prohibited Copyright 2016, Oracle and/or its affiliates
15 - 25 minutes
Overview
In this practice, you will extend the integration workflow that exports a Siebel account to an
external file by including a data transformation step that transforms the Siebel account to an ISA
Client account. You will use the data map you just created.
Tasks
1. Create a copy of the ISA Export Account to File to use in this lab.
a. In Siebel Tools, select Workflow Process :: ISA Export Account to File. s a
h a
b. Copy the workflow process and name it ISA Export and Transform Account.
l c l)
c. Click Yes if prompted about unique constraint.
e nte uide
d. Save the record.
e z @ nt G
s q u tude
e. Right-click the workflow process and select Edit Workflow Process to invoke the
cva this S
workflow designer.
( f
f. If the new workflow process cannot be edited, click the Publish button and then the
e da use
Revise button to create a new version that is editable.
2.
sta se to
Add a business service step and configure it to transform the Siebel account.
a
C cen
a. In the MVPW, create a new Process Properties record and set:
z
Name q e
u le li Mapped Siebel Msg
s ab
DataV Type fer
i p e s Hierarchy
Fb.el Insert
- t r n
aabusiness service step in between the "Get Account" and "Convert to XML"
on
steps in the workflow.
c.n Remove all the connectors.
d. Select the new business service step and use the Properties window to set:
Name Map Account
Business Service Name EAI Data Transformation Engine
Business Service Method Execute
e. Select the "Map Account" step.
f. In the Multi Value Property Window (MVPW), select the Input Arguments tab.
g. Create and set:
Input Argument Type Value Property Name
SiebelMessage Process Property Siebel Msg
MapName Literal ISA Client Outbound Map
h. In the MVPW, select the Output Arguments tab.
s a
a
)h
c l
n t el ide
@ e G u
ez den t
s q u tu
v a S
a (fc e this
a ed o us
a st se t
z C cen
q e
u le li
s
e V ferab
d. lip
e n
Select File
a s> Close. Do not save the changes.
7. FReturn n r
-tSiebel Tools and close the workflow simulator.
to
o
n Siebel Tools, the Siebel Call Center Developer Web client, and JDeveloper running.
8. Leave
s a
h a
l c l)
e nte uide
e z @ nt G
s q u tude
( f cva this S
e da use
a sta se to
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@ e G u
Practices for e z Lesson
e n t 11: The
u ud
q StService
EAI Dispatch
s
a
cv 11 this
( f
e da use
Chapter
a sta se to
z C cen
q e
u le li
s
e V ferab
e l ip rans
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Goals
To create a dispatch rule that checks for an attribute in a Siebel message.
Time
Unauthorized reproduction or distribution prohibited Copyright 2016, Oracle and/or its affiliates
25 - 35 minutes
Overview
In this practice, you will create and test a dispatch rule that checks if the name of an account is
Delta Valley Brewers Ltd. You will first examine the structure of a property set to determine how
to specify the path for the account name.
Tasks
1. Return to or if necessary start Siebel Tools:
s a
a. Select Start > Programs > Siebel_Tools_8.1 8.1 > Siebel Tools. a
)h
b. Enter:
c l
DDEV n t el ide
User ID
@ e G u
Password DDEV ez den t
s q u tu
Connect to Sample
v a S
c. Click OK. a (fc e this
2. Verify that you have the prerequisites.
a ed o us
a. Navigate to D:\Temp\EAI-1 a stoutput.xml,
s e t and verify that the file exists.
z
b. In Siebel Tools,eselect
CIntegration
c en Object :: ISA Meeting Account.
l i
squ rProcess
c. Select Workflow
a b le :: ISA Export Account to File.
d. If e youVdo not fhave
e any of the above (or you are not sure they are correct), bring in the
l i p n s
Fe 1)n-Double-click
tra
solution file:
D:\labs\Integration\Dispatch\catchup.bat.
no A command window and another Tools session launches to perform the catch up.
Wait until it completes and the command window closes.
2) Return to your Tools session.
3) Select Project :: ISA EAI Workflows and if necessary lock it.
4) Select Project :: ISA Account and if necessary lock it.
5) Compile:
a) Select Tools > Compile Projects.
b) Select ISA Account.
c) Set Siebel repository file = D:\OUSea\Client\OBJECTS\ENU\siebel_sia.srf.
d) Click Compile.
3. Examine a test property set.
a. Navigate to D:\Temp\EAI-1 output.xml and open the file with Oracle JDeveloper.
b. Select Source > Reformat to display the contents with child elements indented.
c. Observe that the name of top-level element in the output is PropertySet.
d. Observe that the name of the first child element in the output is SiebelMessage.
Copyright 2011, Oracle and/or it affiliates. All rights reserved.
4. Return to or if necessary, start the Siebel Call Center Developer Web Client:
a. Select Start > Programs > Siebel_Web_Client _81 > Siebel Web Client 8.1 > Siebel
Call Center - ENU.
b. Enter:
User ID DDEV
Password DDEV
Connect to Sample
c. Click OK.
s a
5. Create a dispatch rule set. a
)h
c l
a. Navigate to Administration - Integration > EAI Dispatch Service View
n t el ide
b. In the top applet, create a new record with:
@ e G u
ez den t
Name ISA Account Name Lookup
s q u tu
v
6. Create a rule that references the name of the account.a S
a. In the Rules applet, create a record with:a (fc e this
Sequence a ed o us
ast nse t
1
Search Expression C /*/SiebelMessage/ListOfISA Meeting Account/Account@Name
z c e
q
Property Value
s ue Deltal e liValley Brewers Ltd. (make sure to include the period in the name)
b. SaveV
e
record.
the
f e rab
c. lip
e Click the n
a s Cache button on the top applet.
Clear
7. FTest the
n r
t using the Lookup method of the EAI Dispatch Service.
-rule
o
a.n Navigate to Administration - Business Service > Simulator.
b. In the top applet, create a record with:
Service Name EAI Dispatch Service
Method Name Lookup
Iterations 1
c. In the Input Arguments applet, click Load From File.
d. Click Browse and navigate to D:\Temp.
e. Select EAI-1 output.xml.
f. Click Open.
g. Click Load.
h. In the Property Name field, click the select button.
k. Click Run on One Input. This runs the dispatch service using the using the rule set you
created at the beginning of this lab.
l. Verify that the same record appears in the Output Arguments applet. This indicates
that the dispatch service passed the SiebelMessage through.
If the message fails to match the condition in the dispatch rule, a simple property set
with an attribute Rulematched = False is generated instead.
You will now test the rule using a property set with a different account name. There are many
ways to generate such a property set but for this practice, you will simply modify the account
name in the existing property set. s a
a
)h
c l
8. Test the rule using a different account name.
n t el ide
a. In the Input argument list, in the Child Type field, click the@ e button.Gu
select
e z a child
e n t = Account.
u
b. In the Child Type field, click the select button. This displays
q Stud type
c. In the Child Type field, click the select button.as
cv
d. In the Property Key field, click the select(fbutton. thi
s
a
ed here s e
e. Observe that the properties displayed
t a t o ucorrespond to account fields.
f. Select Property Name = s se
aName.
g. Set Value = NOT z C
Delta Valley
c enBrewers Ltd.
h. Click OK s
e l i
qu btoleclose all the PropertySet windows.
repeatedly
i. ClickV
Run on One e raInput.
j.elip
e s f
F Observe
- t r anthat this time the dispatch service fails to pass the input property set.
n o n Repeat the test using the short form of the search expression.
9. (Optional)
a. Navigate to Administration - Integration > EAI Dispatch Service View
b. In the top applet, select the ISA Account Name Lookup rule set in the Rule Sets applet.
c. In the Rules applet, change the Search Expression to /*/*/*/Account@Name.
d. Save the record.
e. Click the Clear Cache button on the top applet.
f. Use the browser back arrow repeatedly to return to the business service simulator.
This retains the simulator records you have entered.
g. Restore the account name to Delta Valley Brewers Ltd.
h. Click Run on One Input.
i. Observe that the dispatch service passes the property set through.
Goals
To invoke the EAI Dispatch Service to dispatch messages based on the account name
Time
Unauthorized reproduction or distribution prohibited Copyright 2016, Oracle and/or its affiliates
15 - 25 minutes
Overview
In this practice, you will create and test a dispatch rule set that dispatches messages based on
the name of the account. In this practice you will use the same dispatch service (EAI XML Write
to File) but vary the name of the file to demonstrate that the dispatch service is implement the
correct conditional processing.
You will also create a second rule in this practice that checks for the account name 3 Com.
Tasks s a
h a
1. Extend the dispatch rule.
l c l)
nte uide
a. Navigate to Administration - Integration > EAI Dispatch Service View
b. Select the ISA Account Name Lookup rule set. e
@ nt G
e z
u tude values:
c. In the Rules applet, modify the existing record by adding the following
s q
Dispatch Service EAI XML Write to File
( f cva this S
e da use
Dispatch Method Write Siebel Message
2. Create the transforms. a e to
stapplet,
a
C cens create two records with:
a. In the bottom "Transforms"
Target
z
ue Source i
lExpression Property Name
s q b l e
V fera/*
RootHierarchy
e
e l ipProperty
a n s "D:\TEMP\Message for Delta Valley.xml" FileName
F Note n r
-tthat FileName will automatically reappear as File Name in the applet.
o
b.n Save the record.
3. Create a second rule to check for 3 Com.
a. Select the rule in the Rules applet.
b. Copy the rule and set
Sequence 2
Property Value 3 Com
c. Verify that the copied rule also includes the transforms.
d. Select the transform with Target = Property.
e. Set Source Expression = "D:\TEMP\Message for 3 Com.xml".
f. Save the record.
g. Click Clear Cache.
4. Create a copy of the ISA Export Account to File to use in this lab
a. In Siebel Tools, select Workflow Process :: ISA Export Account to File.
Unauthorized reproduction or distribution prohibited Copyright 2016, Oracle and/or its affiliates
b. Copy the workflow process and name it ISA Export and Dispatch Account.
c. Click Yes if prompted about unique constraint.
d. Save the record.
e. Right-click the workflow process and select Edit Workflow Process to invoke the
workflow designer.
f. If the new workflow process cannot be edited, click the Publish button and then the
Revise button to create a new version that is editable.
5. Modify the workflow.
a. Delete the "Convert to XML" and "Write to File" business service steps s a
Note the connectors from the two deleted business services also disappear.
a
)h
c l
n t el ide
b. Add a business service step in between the EAI Siebel Adapter and End steps but do
not adjust the connectors yet.
@ e G u
ez den t
c. Select the new business service step and use the Properties window to set:
q u tu
Name Dispatch Accountas S
v
(fcService his
Business Service Name a
EAI Dispatch
e t
Business Service Method
a ed o us
Dispatch
a
d. In the Multi Value PropertystWindows e t
(MVPW), click the Input Arguments tab.
e. Create and set:ez
C cen
s q u le li
e V ferab Type
Input Argument Value Property Name
e l a n s
ipSiebelMessage Process Property Siebel Msg
F RuleSet
n- t r Literal ISA Account Name Lookup
n o
f. Adjust the connector on the Get Account step so that it connects properly with the
Dispatch Account step.
g. Add a connector from the Dispatch Account step to the End step.
h. Save the workflow.
i. Validate the workflow.
6. Test the workflow process using the Workflow Simulator.
a. Log out of any open Siebel Call Center applications.
b. In Siebel Tools, in the MVPW click the Process Properties tab.
c. Select Object Id and set Default String = 1SIA-E1D5.
This is the Row # for the Delta Valley Brewers Ltd account.
d. Save the record.
e. Use the simulator to step through the steps.
f. Use the Watch Window to inspect values.
g. Run until the workflow is complete.
h. Stop the simulator.
Copyright 2011, Oracle and/or it affiliates. All rights reserved.
s a
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( f cva this S
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Practices for z @
Lesson
n t G12:
e
UsingasSiebel ude
qu StInbound Web
v
(fc e this
Services
a
ed Chapter
t a t o us 12
C as nse
u e z lice
sq rable
e V fe
e l i p a n s
F n-t r
no
Goals
To deploy and test an as-delivered Siebel inbound web service
To test an application that integrates with a Siebel inbound web service
Unauthorized reproduction or distribution prohibited Copyright 2016, Oracle and/or its affiliates
Time
20 - 30 minutes
Overview
In this practice you will examine an as-delivered Siebel inbound web service and test it using
the soapUI utility. Finally, you will explore an application that integrates with that web service.
Tasks
1. If necessary, start the Siebel Server [OUEnt_OUSrvr] service.
s a
a. Select Start > Programs > Administrative Tools > Services.
h a
l c l)
Note: in some environments you may need to double-click Services in the
Administrative Tools window.
e nte uide
b. Select Siebel Server [OUEnt_OUSrvr].
e z @ nt G
c. Verify that Status = Started.
s q u tude
( f cva this S
d. If Status <> Started, start the Siebel Server.
e da use
1) Right-click Siebel Server [OUEnt_OUSrvr] and select Start.
2) Right-click in the task bar and select Task Manager.
a sta se to
3) Click the Performance tab.
z C cen
e
u le li
4) Wait until the CPU Usage is low for several seconds (indicating the Siebel Server
q
s
start up processing is near complete). This will take several minutes.
V ferab
5) Minimize the Task Manager.
e
e l ip rans
e. Close the Service window.
F n-t
2.
no
f. If necessary, close the Administrative Tools window.
If necessary, start the Siebel Call Center Web Client.
a. Select Start > Programs > Internet Explorer.
b. Enter Address: http://localhost/callcenter_enu.
c. Enter:
User ID SADMIN
Password SADMIN
d. Click the arrow.
Recall that Siebel inbound web services use the EAI Object Manager server component by
default, so that component must be running in order for them to work properly. You will first
verify that that component is available in your enterprise.
4. Examine an as-delivered Siebel inbound web service that provides access to account
records.
a. Navigate to Administration - Web Services > Inbound Web Services.
b. Query for Name = Siebel Account.
c. In the Service Ports (middle) applet, notice that the business service is Siebel Account.
d. Scroll down to the Operations (bottom) applet.
e. Notice that the available operations are Delete, Insert, Insert or Update, Query by
Example, Query by ID, Synchronize, and Update.
5. Complete the service port for the existing web service by specifying the web server,
language, username, and password. s a
a
)h
a. If necessary, scroll up to the Service Ports (middle) applet.
c l
b. In Address, replace the placeholders in the URL:
n t el ide
@ e G u
<webserver> localhost
ez den t
<lang> enu s q u tu
v a S
<username> SADMIN
a (fc e this
<password> SADMIN
a ed o us
c. Verify that the final URLais: st se t
z C cen
q e
http://localhost/eai_enu/start.swe?SWEExtSource=WebService&SWEExtCmd=Execut
u le li
e&UserName=SADMIN&Password=SADMIN
s rabtop applet, change Status = Active.
V finethe
d. If necessary,
e
e l ip rtheanWSDL
6. Generate s file that describes the Siebel Account inbound web service.
Fa. Scroll
n -t to the top of the view.
o
b.n Click Clear Cache.
c. Click Generate WSDL.
d. Click Save.
e. In the Save As dialog, set Save as type = All Files.
f. Save the file as D:\Temp\SiebelAccount.wsdl.
g. Click Save.
h. Click Close.
7. Identify a record you can use to test the Query by ID operation.
a. In Siebel Call Center, navigate to Accounts > Accounts List > My Accounts.
b. Select the "INS Account" record.
c. Notice that the Main Phone # is not (212) 555-0000.
d. From the application-level menu, select Help > About Record.
e. Record the Row Id of the INS Account here:
f. Click OK to dismiss the About Record dialog box.
g. Minimize Siebel Call Center.
Copyright 2011, Oracle and/or it affiliates. All rights reserved.
You will next explore a JDeveloper application that integrates with the Siebel Account inbound
web service. This is a very simple application: The top two fields are query fields that allow you
to query for accounts by name, location, or both. The Query button invokes the
Unauthorized reproduction or distribution prohibited Copyright 2016, Oracle and/or its affiliates
SiebelAccountQueryByExample method of the Siebel Account web service. The bottom six
fields display the query results.
s a
a
)h
c l
n t el ide
@ eservice. Gu
11. Explore an application that uses the Siebel Account inbound web
e z e n t
a. Deploy SiebelWSApplication to JDeveloper.
s u
q Stud
a
cv this
1) Use Windows Explorer to navigate to D:\Labs\Integration\WS.
2) Unzip SiebelWSApplication.zip to (
a se f
D:\Temp.
e dJDeveloper
3) Return to or if necessary,
start
to u byStudio
sta s>eJDeveloper
Fusion Middlewarea11.1.1.3.0
selecting Start > Programs > Oracle
11.1.1.3.0.
4) In JDeveloper, C
z from the e n
capplication-level menu, select Application > Open.
u e l i
5) Select
sqD:\Temp\SiebelWSApplication\SiebelWSApplication.jws.
a b le
i p e V Open.
6) Click
s f er
Fb.el 1)Run
- t r n
theaapplication.
non On the left, in the Application Navigator pane, expand ViewController > Web
Content.
2) Right-click SiebelWSAccountInterface.jspx and select Run.
3) Wait 2-3 minutes for the deployment to complete. A new instance of Internet
Explorer should come up.
4) Click OK to dismiss the "unsupported browser" dialog box.
5) Notice that the account details have already been populated with INS Account
Note: When the application first runs, it tests the web service by sending an empty
query. Because INS Account is the first account returned by that query, its details
are shown in the result pane.
6) Enter Name = INS and click Query.
7) Notice that no account information is returned; the application does not support
automatic trailing wildcards.
8) Enter Name = INS* and click Query.
9) Notice that INS Account is returned.
s a
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Practices for z @
Lessonn t G13:
q e
u Siebel de Inbound
Configuring
s t u
Web
( f cvaServices
h i s S
e d a se t
s t t o u 13
a e Chapter
z Ca cens
s q ue le li
e V ferab
e l ip rans
F n-t
no
Goals
To create a custom web service based on a custom business service
Time
Unauthorized reproduction or distribution prohibited Copyright 2016, Oracle and/or its affiliates
20 - 30 minutes
Overview
In this practice, you will customize the Siebel Account business service to use the ISA Meeting
Account integration object. You will then expose this business service as a web service that
access meeting account records.
Since an inbound web service uses the EAI object manager, you perform this configuration on
the server database.
Tasks s a
)h a
1. Start Siebel Tools:
c l
a. Select Start > Programs > Siebel_Tools_8.1 8.1 > Siebel Tools. tel de
e n u i
Note: make sure you connect to the server datasource. @
z n t G
b. Enter:
q e
u tude
s
User ID SADMIN
( f cva this S
Password SADMIN
e da use
Connect to Serversta to
a
C cens e
c. Click OK. z
uethe prerequisites.
li
q
2. Verify that youshave l e
a. In SiebelV Tools, f e ab Integration Object :: ISA Meeting Account.
rselect
l e
ipIf yourdoannots have this record or you are not sure it is correct, bring in the solution file:
e
b.
F 1)n-Double-click
t D:\labs\Integration\CustomWeb\catchup.bat.
o
n A command window and another Tools session launches to perform the catch up.
Wait until it completes and the command window closes.
2) Return to your Tools session.
3) Select Project :: ISA Account and if necessary lock it.
4) Select Integration Object :: ISA Meeting Account.
5) Right-click and select Deploy to Runtime Database.
3. Examine an as-delivered business service.
a. Select Business Service :: Siebel Account.
This is the business service used by the Siebel Account web service you invoked in a
previous practice.
b. If necessary, expose the Business Service User Prop object type.
1) Select View > Options.
2) Click the Object Explorer tab.
3) Scroll down and uncheck Business Service.
4) Re-check Business Service. This includes all the child objects of Business Service.
Copyright 2011, Oracle and/or it affiliates. All rights reserved.
This business service supports a wide range of operations. You will restrict the set of
methods in the customized version of this business service.
f. Select Business Service :: Siebel Account | Business Service Method :: QueryById |
Business Service Method Arg.
g. Observe that one of the arguments is SiebelMessage and that it has an associated
integration object. This integration object specifies the structure of the message
associated with this method. In this type of business service this integration object
does not have to be exactly the same as the business service integration object.
Automatic mapping is performed if the integration objects differ.
4. Customize the business service.
s a
a. Select Business Service :: Siebel Account. a
)h
c l
b. Copy the record.
n t el ide
c. Set:
@ e G u
Name ISA Account ez den t
s q u tu
Project a
ISA Account
v S
Display Name - Sting Override
a
ISA
fc this
(Account
d. Select Business Service :: ISAAccount e u se Service User Prop :: Internal
d | Business
Integration Object.
a sta se to
z
e. Set Value to ISA Meeting C Account.
c en
5. Configure the s
e
qu ble
methods.
l i
a. Select
VBusiness e a :: ISA Account ASI | Business Service Method :: QueryByID |
rService
e
ipBusiness s f
Fb.el Set t r a nService Method Arg| Siebel Message.
n-Integration Object to ISA Meeting Account.
n o
c. Repeat the above for the QueryByExample method.
d. Repeat for the InsertOrUpdate method.
e. Set the remaining methods to inactive.
s a
h a
l c l)
e nte uide
e z @ nt G
g. Click the Submit Request button to invoke the Web
s q uservice.tude
h. Verify that the web service returns the ISA Web
( f c va Service
h i s Saccount.
16. Close soapUI
e d a se t
a. Select File > Exit.
t a to u
b. Click Yes if asked to exit s
a or save.se
z C e n
q u e e lic
17. Log out of Siebel Tools.
18. Log out of thesSiebel Call
a b lCenter Web Client.
e V fer
e l i p a n s
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no
s a
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l c l)
e nte uide
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s q u tude
( f cva this S
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s a
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e nte uide
Practices for z @
Lesson
n t G14:
q e
u tudeWeb
Siebel sOutbound
f cva this S
Services
(
e da use
a sta se Chapter
to 14
z C cen
q e
u le li
s
e V ferab
e l ip rans
F n-t
no
Goals
To examine a web service that is deployed on the WebLogic server
To create a proxy business service for this external web service
Unauthorized reproduction or distribution prohibited Copyright 2016, Oracle and/or its affiliates
Time
35 - 45 minutes
Overview
In this practice you will examine a sample web service and then deploy it on JDeveloper's built-
in WebLogic server. You will then create and test a Siebel outbound web service that uses this
web service.
s a
Tasks a
)h
1. Examine the Credit Card Validation source code.
l c l
a. Use Windows Explorer to navigate to D:\labs\Integration\WS. nte
e u ide
b. Unzip CreditCardValidation.zip to D:\Temp.
e z @ nt G
q
c. Return to or if necessary, start JDeveloper by selecting e
u Starttu>dPrograms > Oracle
a
Fusion Middleware 11.1.1.3.0 > JDevelopervStudio
s S
11.1.1.3.0.
a
d. In JDeveloper, from the application-level
c select
(fmenu,e t hisApplication > Open.
ed o us
e. Browse to D:\Temp\CreditCardValidation.
a
a st and
f. Select CreditCardValidation.jws s e t
click Open.
g. In the Application z C cpane en on the left, expand Project1 > Application Sources >
project1. qu
e Navigator
l i
s rable
i.elip
e V nsfCreditCardValidation.java.
h. Double-click
If necessary,
e
expose line numbers in JDeveloper.
F 1)n-From tra the application-level menu, select Tools > Preferences.
no2) In the left pane, expand Code Editor.
3) In the left pane, select Line Gutter.
4) Check the 'Show Line Numbers' checkbox.
5) Click OK.
j. Examine lines 16-17. If the credit card type is AMEX or Visa or MasterCard, validOrNot
is set to true.
k. Examine line 19. If the credit card number is less than 12345678, validOrNot is reset to
false.
l. Examine line 27. If the credit card type is not AMEX or Visa or MasterCard, validOrNot
is set to false.
m. Consider the result: If the card type is AMEX or Visa or MasterCard, and the credit card
number is greater than or equal to 12345678, validOrNot is true. Otherwise, validOrNot
is false.
along with the construction steps and examine the imported workflow to ensure you
understand how the workflow was built.
a. In Siebel Tools, in the Object Explorer, in the Project drop-down, select "** All Projects
**".
b. Create a new workflow process with:
Process Name ISA Test VerifyCC
Project ISA Web Services
c. Right-click the new process and select "Edit Workflow Process".
d. Add a Start step, and End step, and three business service steps. Do not adds a
h a
connectors yet.
l c l)
e.
nte uide
Click an empty area in to the designer to expose the Multi-Value Property Window
(MVPW). e
e z @ nt G
f.
u tude
Create two new process properties to hold the input and output of the web service:
s q
Name Data Type
( f c va his S
Web Service Input a Objectse t
Integration
e d
Web Service Output
s Integration
t ou
a e tObject
Ca ceservice
g. Configure the three business
z ns steps with their business service names and
methods (from
q e toefinish):
ustart li
s l
V ferab Business Service Name Business Service Method
Name
e
e l ipReadraXML
n s Input EAI XML Read from File ReadEAIMsg
F nVerify t
- Credit Card CreditCardValidation
no verifyCC
Write to XML File EAL XML Write to File WriteEAIMsg
h. Add inputs to the Read XML Input step:
Input Argument Type Value Property
Name
FileName Literal D:\Labs\Integration\WS\CreditCardTest.xml
IntObjectName Literal verifyCC
i. Add outputs to the Read XML Input step:
Property Name Type Output Argument Value
Web Service Input Output Argument SiebelMessage
s a
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e nte uide
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Practices for Lesson
ez den t 15:
Overview q u tu Federation
s ofSData
v a
a (fc e15 this
Chapter
a ed o us
a st se t
z C cen
q e
u le li
s
e V ferab
e l ip rans
F n-t
no
Goals
To explore as-delivered virtual and external business components in the Siebel CRM
application
Unauthorized reproduction or distribution prohibited Copyright 2016, Oracle and/or its affiliates
Time
10 - 20 minutes
Overview
In this lab you will navigate through the Call Center application to examine several as-delivered
applets based on virtual and external business components. You will notice that there is no
obvious way to determine whether or not the underlying business component is virtual or
external from within the application. You will then explore Siebel Tools and learn how to
recognize virtual or external business components.
s a
Tasks a
)h
c l
n t el 8.1i>dSiebel
1. Return to or if necessary, start the Siebel Call Center Developer Web Client:
e
a. Select Start > Programs > Siebel_Web_Client _81 > Siebel Web e
@ nt G
Client u
Call Center - ENU.
e z
u tude
b. Enter: s q
User ID DDEV ( f cva this S
Password DDEV
e da use
Connect to Samplea sta se to
c. Click OK z C cen
q e li
uSiebel Tools:
e
s
2. If necessary start l
e
a. Select f rab > Siebel_Tools_8.1 8.1 > Siebel Tools.
> ePrograms
VStart
e
b. l ipEnter:rans
F n-t
no User ID DDEV
Password DDEV
Connect to Sample
c. Click OK.
3. Examine a virtual business component.
a. In Siebel Call Center, navigate to Administration - Siebel Remote > Remote System
Preferences.
b. Select Help > About View.
c. Observe that the Applet is named Remote System Preferences and that the underlying
business component is also named Remote System Preferences.
d. Close the About View dialog box.
e. In Siebel Tools select Business Component :: Remote System Preferences.
f. Observe that the Table property is blank, indicating this is a virtual business
component.
g. Select Business Component :: Remote System Preferences | Single Value Field.
Copyright 2011, Oracle and/or it affiliates. All rights reserved.
s a
h a
l c l)
e nte uide
Practices for z @
Lesson n t G16:
q e
uBusiness de
Externals t u
f cva this S
Components
(
e da use
a sta se Chapter
to 16
z C cen
q e
u le li
s
e V ferab
e l ip rans
F n-t
no
Goals
To create an external table object definition that maps to a table in an external
database
Unauthorized reproduction or distribution prohibited Copyright 2016, Oracle and/or its affiliates
Time
15 - 25 minutes
Overview
In this set of practices, you will display customer information from an external table in a new
applet. To do this, you will create an external table object definition, create an external business
component based on this table, and display this information in a new applet and view. In this
lab, you will create the external table object definition. You will complete the task in subsequent
labs.
s a
h
Database Note: For MSSQL and DB2 databases, you would also create an ODBC connectiona
c l)
to the database to allow the Siebel application to access the external table. For Oracle
l
nte uide
databases (which you are using here), you only need the TNS name as provided by your
e
database administrator, hence no ODBC configuration is necessary
e z @ nt G
Tasks s q u tude
1. Create the external table. ( f cva this S
a. Navigate to D:\Labs\Integration\EBC.
e da use
b. Double-click run_sql.bat. sta to
Note: This creates aC
a e
ns"CUSTOMER" in the Oracle database.
table called
z c e
e e lito connect to the Oracle database.
2. Set up Oracle SQL
s q uDeveloperl
SQL a b
a. StartV
i p e
Oracle
s f er D:\sqldeveloper\sqldeveloper.exe.
Developer:
Fel 2)n-Click
tranBrowse.
1) Double-click
Password oracle
Save Password <checked>
Role SYSDBA
Connection Type TNS
Network Alias SIEBELDB
3) Click Test. You should see "Status: Success" on the bottom left side of the screen.
4) Click Save.
s a
5) Click Cancel. h a
3. Inspect the external table. l c l)
e nte uide
a. In the left pane, expand Connections > siebeldb > Tables.
e z @ nt G
b. Scroll down and click CUSTOMER. This is the external table.
s q u tude
c. Notice the columns name such as "CUSTID" and so on.
d. Click the Data tab. ( f cva this S
e da use
e. Notice there are three rows in the table.
4.
sta se to
Generate the DDL/schema.
a
C cen
a. Click the SQL tab.
z
e
u le li
b. Notice the "CREATE TABLE" DDL statement is displayed.
q
s
V ferab
c. Copy the SQL to a file:
e
e l ip rans
1) Select all the SQL displayed. Do not select the top empty line.
F n-t 2) Press Ctrl+C on your keyboard to copy the SQL.
no 3) Select Start > Programs > Accessories > Notepad.
4) Press Ctrl+V on your keyboard to paste the SQL.
5) Select File > Save As and save the file as D:\Temp\CustomerSchema.txt.
Note: If you are having difficulty you can use the solution file by copying
D:\labs\Integration\EBC\CustomerSchema.txt to D:\Temp\CustomerSchema.txt.
6) Close Notepad.
d. Select File > Exit.
5. Return to or if necessary start Siebel Tools:
a. Select Start > Programs > Siebel_Tools_8.1 8.1 > Siebel Tools.
b. Enter:
User ID DDEV
Password DDEV
Connect to Sample
c. Click OK.
s a
h a
l c l)
e nte uide
e z @ nt G
s q u tude
( f cva this S
e da use
a sta se to
z C cen
q e
u le li
s
e V ferab
e l ip rans
F n-t
no
Goals
To create an external business component that refers to the external table object
definition
Unauthorized reproduction or distribution prohibited Copyright 2016, Oracle and/or its affiliates
Time
5 - 10 minutes
Overview
In this practice, you will create an external business component that refers to the external table
you just created.
Tasks
1. Use the business component wizard to create the external business component.
a. In Siebel Tools, select File > New Object. s a
h a
b. Under the General tab, select BusComp and click OK.
l c l)
c. Enter:
e nte uide
Select the Project ISA EBC
e z @ nt G
Enter a name s
ISA External Customers q u tude
Select the Table (
EX_EBC_0000001f cva this S
d. Click Next. e da use
e. Enter: a sta se to
z C cen
e
u le li X_EBC_0000001_0001
Select a column
q
s
Enter anamerab CustId
e V fe
e l ipBe extremely
a n s careful when entering the field names in this exercise; you will be
F importing
n r
-t an applet that references some of these names, so exact matches are
n orequired.
f. Click Add.
g. Repeat these steps to add:
Select a column Enter a name
X_EBC_0000001_0002 First Name
X_EBC_0000001_0003 Last Name
X_EBC_0000001_0004 Phone Number
X_EBC_0000001_0005 E-mail
X_EBC_0000001_0006 Password
X_EBC_0000001_0007 Credit Card Type
X_EBC_0000001_0008 Credit Card Number
X_EBC_0000001_0009 Status
h. Click Finish. The completed business component is shown.
Copyright 2011, Oracle and/or it affiliates. All rights reserved.
s a
a
)h
c l
n t el ide
j. Select Business Component :: ISA External Customers. @
e G u
ez den t
k. Set Data Source = ExternalCustomers as the data
s q usource.
u This must match the
tfield.
You may need to scroll to the right to find thev a
Data SourceS
data source you specified for the external
a (fctable.e this
a ed o us
a st se t
z C cen
q e
u le li
s
e V ferab
e l ip rans
F n-t
no
Goals
To modify the application .cfg file to identify the new data source
To add an applet, view, and screen to display the external business component
Unauthorized reproduction or distribution prohibited Copyright 2016, Oracle and/or its affiliates
Time
20 - 30 minutes
Overview
You have referenced an external table in the database and built an external business
component based on that table. You must now display that data in the application. This requires
three steps: Identifying the new data source either in the .cfg file (for the dedicated client) or in
the application parameters (for the web client), creating an applet, view, and screen to display
the data, and administering the view in the application. s a
a
)h
c l
Tasks
n t el ide
1. Specify the new data source.
@ e G u
Since you are using the Developer Web Client, you edit the z
econfiguration
e t
n file rather than
changing component parameters on the server. s q u tu d
v a S
a. Navigate to D:\OUsea\client\bin\enu.
a (fc e this
ed o uCenter.
b. Right-click uagent.cfg and select Open.
forSiebel tCall
This is the configuration fileta
s
C
c. Click "Select the program asfrom na slist".
e
z
e e lic e
d. Click OK.
q u
s rabl
e. Select Notepad.
VOK. fe
f. ip
l e
Click
n s
e
Fg. Under r a
-t [DataSources], add a new data source called ExternalCustomers.
o n
n This must exactly match what you configured for the external table and business
component. The left-hand side is the name referenced in Siebel Tools. The right-hand
side is displayed in some of the drop-down lists; for example, when starting the Siebel
Developer Web client:
h. Select and copy the entire [ServerDataSrc] datasource section, then paste it
immediately below what you copied.
i. Change the name of the section to [ExternalCustomers].
schema you found in the first practice. The database has also been configured to allow
SADMIN access to its tables.
k. Save and close uagent.cfg.
2. Import a configured business object, applet, view, and screen that reference the EBC.
a. In Siebel Tools, select Project :: Siebel Universal Agent.
b. Lock the project.
c. Select Tools > Import from Archives.
d. Select D:\Labs\Integration\EBC\ISAEBC.sif and click Open.
e. Under Conflict Resolution, select Overwrite.
s a
f. Click Add. h a
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g. Select D:\Labs\Integration\EBC\UpdatedUniversalAgent.sif and click Open.
h. Under Conflict Resolution, select Overwrite.e
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i. Click Import. e z
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j. Click Finish. s q
3. ( f cva this S
Log out of any open instances of Siebel Call Center.
4. Compile the changes.
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a. Select Tools > Compile Projects.
a
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b. Use Ctrl-click to select "ISA EBC" and "Siebel Universal Agent" projects.
z
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c. Set Siebel repository file = D:\OUsea\client\objects\ENU\siebel_sia.srf.
q
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d. Click Compile.
e
5.
e l ip rans
Start the Siebel Call Center Developer Web Client:
F n-t
a. Select Start > Programs > Siebel_Web_Client _81 > Siebel Web Client 8.1 > Siebel
no Call Center - ENU.
b. Enter:
User ID DDEV
Password DDEV
Connect to Sample
6. Administer the new view.
a. Copy the name of the view.
1) In Siebel Tools, select View :: ISA External Customers View.
2) Click the Name.
3) Select Edit > Copy.
b. In Siebel Call Center, navigate to Administration - Application > Views.
c. Create a new view record
d. In the View Name paste the name of the view from Siebel Tools that you copied.
e. Click the Responsibilities view link.
s a
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Practices for z @
Lesson
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q e
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Virtual sBusiness
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Components
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Goals
To import and examine a virtual business component
Time
Unauthorized reproduction or distribution prohibited Copyright 2016, Oracle and/or its affiliates
10 - 20 minutes
Overview
In this practice, you will import a virtual business component (VBC) that displays account billing
information in the Siebel application. Working with this VBC will give you experience in what
needs to be done to configure a VBC.
Tasks
1. Examine the data file that is to be accessed by the VBC. This data file is a comma-
separated (CSV) file containing billing information. s a
h a
a. Use Notepad to open D:\Labs\Integration\VBC\billing.txt.
l c l)
like Siebel Row #'s. e nte uide
b. Observe that there are three columns of data and that the first column (IdField) looks
e z @ nt G
s q u tude
c. Observe the second column contains dates, and the third column is likely currency.
cva this S
d. Close the file, not saving any changes.
2. ( f
Return to, or if necessary, start Siebel Tools:
e da use
a. Select Start > Programs > Siebel_Tools_8.1 8.1 > Siebel Tools.
b. Enter:
a sta se to
User ID z C cen
DDEV
q e
u DDEV e li
s
erab
Password l
e V f Sample
l i pConnect to
n s
Fc.e Click
n - ra
tOK.
no configured object definitions to support the virtual business component (VBC).
3. Import
a. Select Tools > Import from Archive.
b. Navigate to D:\Labs\Integration\VBC\ISATextVBC.sif and click Open.
c. Verify that this file includes:
1) The "ISA Text File VBC Business Service" used to support the VBC.
2) The "ISA Text File VBC" virtual business component.
3) The "Account/ISA Text File VBC" link used to add the VBC to the Account
business object.
4) Two applets and a view used to display the information.
d. Click Next.
e. Click Next.
f. Click Yes.
g. Click Finish.
4. Lock the "ISA Text File VBC Project" project.
( f cva this S
i. Carefully change the first parameter from C:\Temp\billing.txt to
e da use
D:\Labs\Integration\VBC\billing.txt. This is the location of the input file. Be sure not
to delete or alter the other two parameters.
a sta se to
j. Click OK to dismiss the editing dialog box.
z C cen
e
u le li
k. Click OK to accept the warning.
q
s
V ferab
l. Select Business Component :: ISA Text File VBC | Single Value Field.
e
m. Observe that the field names match those you saw in the user property parameters.
ip rans
6. Fel
Examine the imported business service to confirm that it supports the VBC.
o n -t
a. Select Business Service :: ISA Text File VBC Business Service.
n
b. Right-click and select Edit Server Scripts.
c. If necessary, select the Service_PreInvokeMethod script.
d. Scroll down through the script, and observe that the methods supported are Init, Query,
PreInsert, and Insert. Because the Init and Query methods are supported, this
business service can support a virtual business component.
e. If you have a scripting background, expand "general" and examine the "Pal_" methods
to see how they are implemented. Note how the Pal_Init method initializes the field
names, while the Pal_Query method actually retrieves the data.
f. Close the business service script editor, being careful not to save any changes.
7. Import a modified Account business object and Accounts Screen to display the view
containing the applets that reference the VBC.
a. Select Tools > Import from Archive.
b. Select D:\Labs\Integration\VBC\AccountObjects.sif click Open.
c. Verify that this file includes:
1) The "Account" business object, which has been modified to include the VBC.
Password CCHENG
Connect to Sample
12. Test the changes.
a. Click the Accounts screen tab.
b. Click the My Accounts link.
c. Drill down on the first record which should be the "3Com" record.
d. In the view tabs list in the middle of the view, use the drop-down arrow to select
External Billing.
s
This is the view that contains the applet that displays the VBC. a
h a
This may take a few moments.
l c l)
nte uide
e. Verify that the bottom applet displays Bill Date and Bill Amount and contains data.
e
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f. In the top applet, click the next record button to move to the "Avaya Inc." account.
( f cva this S
h. In the top applet, query for Account Name = FMC.
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i. Notice that there are no records displayed in the bottom applet.
sta se to
j. Use the Menu button and select About Record.
a
C cen
k. Notice that the Row # = 3SIA-2OJZA.
z
l. Click OK.
q e
u le li
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V ferab
m. Navigate to D:\labs\Integration\VBC.
e
e l ip rans
n. Open billing.txt with Notepad.
F n-t
o. Copy the last line in the file and paste it below the last line.
no
p. At the front of the line that you pasted, change the first value to 3SIA-2OJZA:
s a
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Practices for Lesson
ez den t 18:
Embeddings q u tu Content in a
Web
v a S
a (fc e View
Siebel t his
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Goals
To embed web content in a aggregate view
Time
Unauthorized reproduction or distribution prohibited Copyright 2016, Oracle and/or its affiliates
20 - 30 minutes
Overview
In this practice you will embed a set of web pages into an aggregate (top-level) view. Because
of security restrictions in the classroom environment that prevent access to most sites on the
internet, you will embed a set of web pages that have been installed on the IIS web server on
your classroom machine. These web pages are the HTML version of the Siebel System
Requirements and Supported Platforms documentation.
Tasks s a
1. Examine the Siebel System Requirements and Supported Platforms (SRSP) web
a
) hpages.
c l
a. Select Start > Programs > Internet Explorer.
n t el ide
b. Enter Address: http://localhost/SRSP.
@ e G u
c. Observe that the homepage of the Siebel System Requirements ez deand t
n Supported
Platforms appears and that there numerous links. s q u tu
v a S
is Siebel 8.0.x System
fc ttohthe
d. Click the Version 8.0.n (Siebel 8) link to(navigate
a
Requirements and Supported Platforms
eandd Supported
page.e
us Platforms, Version 8.0, Rev. T link to
e. Click the System Requirements t a t o
as fornthis
navigate to table of contents
C sedocument.
f. Scroll down to the z
e Client e
licInteractivityRequirements
Environment chapter and click the
Requirements q
s rabufor l e
Standard Clients (Customer and Partner Portal) link.
g. Observe
V thatfthis e page includes a table of supported web browsers for standard
i p e s
Fh.el Scroll n
interactivity clients.
- t r athe
n o n to top of the page and click the Contents link.
i. Click the Bookshelf Home link to return to the SRSP home page.
j. Close Internet Explorer.
2. Return to or if necessary start Siebel Tools:
a. Select Start > Programs > Siebel_Tools_8.1 8.1 > Siebel Tools.
b. Enter:
User ID DDEV
Password DDEV
Connect to Sample
c. Click OK.
You will now create a view in Siebel Call Center and embed these web pages into the view. For
convenience you will add the view to the Solutions screen and reuse the Solution business
component.
no Click Finish.
d. Close the View Web layout editor that appears by default.
8. Add the view to the solutions screen.
a. Select Screen :: Solution Screen | Screen View.
b. Create a Screen View record and set
View ISA Solution SRSP View
Type Aggregate View
Sequence 3
Viewbar Text -String Override SRSP
Menu Text -String Override SRSP
c. Step off the record to save it.
9. Compile the new and modified object definitions.
a. Select Tools > Compile Projects.
b. Select the Locked Projects radio button.
Copyright 2011, Oracle and/or it affiliates. All rights reserved.
nte uide
name.
e
c. In Siebel Call Center, navigate to Administration - Application > Views.
@ nt G
e z
d. Create a new view and set View Name = ISA Solution SRSP View by pasting the name
u tude
s q
into the field. This makes sure that the view name in the client exactly matches the
view name in the repository.
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12. Create a responsibility for the new view.
sta se to
a. Navigate to Administration - Application > Responsibilities.
a
b. Create a responsibility and set Name = ISA Portal.
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e z
u le li
c. In the Views applet in the lower left, click Add.
s q
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d. Select ISA Solution SRSP View in the Add Views popup applet and click OK.
e. In the Users applet in the lower right, click Add.
e l ip rans
F n-t
f. Select the DDEV user and click OK.
no
13. Administer the symbolic URL.
a. Navigate to Administration - Integration > WI Symbolic URL List > Symbolic URL
Administration.
b. Create a new symbolic URL record and set:
Name ISA_SRSP_Demo
(recall the symbolic URLs for the dedicated client
must end with _Demo)
URL http://localhost/SRSP
(this is the url you used at the beginning of the
practice to access the SRSP web pages)
SSO Disposition IFrame
(this indicates that the external content is to be
displayed in a separate internal frame)
Fixup Name InsideApplet
c.
c. lip e Vdown
navigate to
s f ether Client Environment Requirements chapter and click the
table of contents this document.
Scroll
Fe Requirements
- t r an for Standard Interactivity Clients (Customer and Partner Portal) link.
to
d.no
n
Observe that this page includes a table of supported web browsers for standard
interactivity clients.
e. Scroll to the top of the page and click the Contents link.
f. Click the Bookshelf Home link to return to the SRSP home page.
g. Click Solutions in the link bar to return to the All Solutions list view.
17. Unlock projects in Siebel Tools.
a. Return to Siebel Tools, select Project.
b. Query for Locked = True.
c. Unlock the Solution project by clicking the Locked property.
d. Leave the ISA Portal Demo project locked as you will be using it in the following
practice.
Goals
To embed record-specific web content in a detail view
Time
Unauthorized reproduction or distribution prohibited Copyright 2016, Oracle and/or its affiliates
20 - 30 minutes
Overview
In this practice you will embed a web page into an account detail view. The view includes a web
page that is intended to display key financial details for the account. However security
restrictions in the classroom environment prevent access to most sites on the internet. As a
result you will not be able to link to an external source of such information. Rather you will link to
a stub web page that has been installed on the IIS web server on your classroom machine. This
stub web page displays the name of the account along with randomly-selected values for
several account details.
s a
The account name is passed into the stub web page by appending a parameter AccountName a
)h
with the name of the account. c l
n t el ide
Tasks @ e G u
ez den t
1. Examine the stub web page.
q u tu
a. Select Start > Programs > Internet Explorer.vas S
(fc e this
b. Enter Address: http://localhost/FinDetails/?AccountName=Oracle.
a
Note:The ? indicates that one ore
d parameters
more us follow. The parameter names are
case sensitive. t a t o
c. Observe that the web C as e
page thatnissgenerated contains the account name that was
passed in as u
z
e as randomly
well
e
lic selected values for three fields. The web page is
q
s byearashort
constructed l e
b JavaScript program in the html file.
d. Close V
e Internet f Explorer.
l i
e to, p n s
2. FReturn
n - troraif necessary, start Siebel Tools:
a. o
n Select Start > Programs > Siebel_Tools_8.1 8.1 > Siebel Tools.
b. Enter:
User ID DDEV
Password DDEV
Connect to Sample
c. Click OK.
3. Configure the business component field.
a. Select Business Component :: Account | Single Value Field.
b. Select Tools > Lock Project.
Type DTYPE_TEXT
4. Create an applet using the List Applet wizard.
a. Select File > New Object > Applets.
b. Click List Applet
c. Click OK.
d. Enter the following the values in the List Applet wizard screens.
Wizard screen Values to enter
General Set Project = ISA Portal Demo. s a
h a
Set Name = ISA Financial Details Applet.
l c l)
nte uide
Set Display Title = Financial Details.
e
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Set Business Component = Account.
s q u tude
Set Upgrade Behavior = Admin.
( f cva this S
Click Next.
Web Layout - General Below theaupper left e box, check Show All Templates.
In e d
uppertobox, s
u select "ePortal URL Applet" and
s t athe
C a nse
move it to the Base read-only mode field.
e z licClicke Next.
u
sq - Fields le in the Available field box, select "ISA FinDetail" and
Web Layout
V fer a b
e move it to the Selected Fields box.
i p s
Fel n-tran Click Next.
d. Set
Field Retrieval Type Symbolic URL
HTML Display Mode DontEncodeData
Password DDEV
Connect to Sample
c. Click OK.
10. Administer the view in the Siebel client.
a. In Siebel Tools, select View :: ISA Financial Details View.
b. In the list editor select ISA Financial Details View and select Edit > Copy to copy the
name.
c. In Siebel Call Center, navigate to Administration - Application > Views.
d. Create a new view and set View Name = ISA Financial Details View by pasting the s a
a
)h
name into the field. This makes sure that the view name in the client exactly matches
c l
the view name in the repository.
n t el ide
e. In the lower Responsibilities applet, click New.
@ e G u
ez den t
f. In the Add Responsibilities pick applet, select ISA Portal and click OK.
11. Administer the symbolic URL. s q u tu
v a S
Administration. a (fc e this
a. Navigate to Administration - Integration > WI Symbolic URL List > Symbolic URL
a ed o us
b. Create a new symbolic URL record and set:
a st sISA_Fin_Demo
e t
Name
z C cen
q u e e li (recall the symbolic URLs for the dedicated client
s erab l must end with _Demo)
V
e nsf
URL http://localhost/FinDetails
l i p
Fe n-tra (this is the url you used at the beginning of the
practice to access the stub web page)
no SSO Disposition IFrame
Fixup Name InsideApplet
c. In the Symbolic URL Arguments applet create an argument to specify the parameter to
append to the URL. Set
Name AccountName
Required Argument True
Argument Type Field
Argument Value Name
Sequence 1
16. Log out of the Siebel Call Center Developer Web Client.
s a
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Practices for Lesson
ez den t 19:
Embeddings q u tu Content in
Siebel
v a S
aan
e t his Application
(fcExternal
a ed Chapter
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Goals
To explore the SWE XML Interface
To explore an application that utilizes the SWE XML Interface
Unauthorized reproduction or distribution prohibited Copyright 2016, Oracle and/or its affiliates
Time
15 - 20 minutes
Overview
In this practice, you will first add SWE commands to a URL in Internet Explorer to explore the
SWE XML Interface. You will then run an application that uses the SWE XML Interface. Finally,
you will explore the implementation of that application.
Tasks
s a
1. If necessary, start the Siebel Server [OUEnt_OUSrvr] service.
h a
c
a. Select Start > Programs > Administrative Tools > Services.
l l)
nte uide
Note: in some environments you may need to double-click Services in the
e
Administrative Tools window.
e z @ nt G
b. Select Siebel Server [OUEnt_OUSrvr].
s q u tude
( f cva this S
c. Right-click Siebel Server [OUEnt_OUSrvr] and select Start.
d. Right-click in the task bar and select Task Manager.
e. Click the Performance tab.e da use
a sta se to
f. Wait until the CPU Usage is low for several seconds (indicating the Siebel Server start
z C cen
up processing is near complete). This may take several minutes.
q e
u le li
g. Minimize the Task Manager.
s
V ferab
h. Close the Service window.
e
l ip rans
i. If necessary, close the Administrative Tools window.
e
2. F n -t
If necessary, start the Siebel Call Center Web Client.
n o
a. Start Siebel Call Center Web client:
1) Select Start > Programs > Internet Explorer.
2) Enter Address: http://localhost/callcenter_enu.
3) Enter:
User ID SADMIN
Password SADMIN
4) Click the arrow.
3. Examine and modify the current URL, and notice the results.
a. Notice the current URL. It should be of the form
http://localhost/callcenter_enu/start.swe?SWECmd=Login&SWEPL=1&SWETS=12997
49737437; the last part will vary because it is associated with your session ID.
b. Navigate to the My Accounts view.
c. Notice that the URL does not change.
Note: This is because once a session is established, all subsequent requests include a
session cookie, and the Siebel Web Server Extension (SWSE) recognizes this cookie
Copyright 2011, Oracle and/or it affiliates. All rights reserved.
e. Notice that the XML provides nothing more than the application name and the default
markup. Requesting an XML document without specifying a view returns extremely
limited information.
f. Modify the URL to
http://localhost/callcenter_enu/start.swe?SWECmd=GotoView&SWEView=Account+Lis
t+View&SWESetMarkup=XML and click Go.
g. Examine the XML:
1) Notice that the menu items, such as the applet menu, delete record menu item,
and new record menu items are included in the XML.
s
2) Scroll down past all the <MENU_ITEM> tags; about halfway through the a
document. h a
l c
3) Notice that the next sets of items are toolbar items.
l)
e nte uide
4) Scroll down and notice that the XML also includes predefined queries (PDQs), the
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screen name, the view name, the applet names, the sort method names, and the
e
q u tude
caption names. This information may be useful for building your own user interface
s
( f cva this S
(UI) for the Siebel data, or may all be extraneous.
h. Modify the URL to
e da use
http://localhost/callcenter_enu/start.swe?SWECmd=GotoView&SWEView=Account+Lis
sta se to
t+View&SWESetMarkup=XML&SWEDataOnly=1 and click Go.
a
i. Examine the XML:
z C cen
q e
u le li
1) Notice that the menu and toolbar items are no longer included.
s
V ferab
2) Notice that the application name, screen name, view name, and applet names are
e
e l ip rans
still included, along with the data itself.
4. F -t
Explore the provided application that uses the SWE Interface.
n o n
a. Unzip the sweOBE application.
1) Using Windows Explorer, navigate to D:\Labs\Integration\SWE.
2) Unzip sweOBE.zip to D:\Temp.
b. Return to or if necessary, start JDeveloper by selecting Start > Programs > Oracle
Fusion Middleware 11.1.1.3.0 > JDeveloper Studio 11.1.1.3.0.
c. In JDeveloper, select Application > Open.
d. Navigate to D:\Temp\sweOBE.
e. Select sweOBE.jws and click Open.
f. In the Application Navigator pane on the left, expand Model > Application Sources >
model.swetoadf. This exposes the source files used to access the Siebel SWE
interface.
g. Double-click sweData.java to open it in the editing pane.
h. If necessary, at the bottom of the editing pane, click the Source tab to expose the
source code for sweData.java.
5) Click OK.
j. Double-click the sweData.java tab to maximize sweData.java within JDeveloper.
k. Examine the important features of sweData.java:
1) Examine line 30. This is a declaration of the getView() method, that accepts an
object type (pZoneName) and record ID (pRecordID), and returns a list of returned
records from the XML response.
2) Examine lines 35-58. These declare variables that will be used to store field values
in the list of returned records.
3) Examine lines 62-113. These lines read two properties files
s a
h a
(SWEgeneral.properties and orders.properties) and use them to populate critical
l c l)
values, such as the Siebel host name, default account Id, applet, view, and the
nte uide
names of the fields to retrieve from the XML response.
e
4) (Optional) Use Notepad to open
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s q u tude
D:\Labs\Integration\SWE\SWEOBE\SWEgeneral.properties and orders.properties
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and examine the values provided. Close the files without saving them when you
are done. ( f
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5) In Jdeveloper, examine lines 117-146. This code generates the URL, including a
sta se to
query for the record Id provided. (The qryRecord argument on lines 129 and 137).
a
C cen
6) Examine lines 148-161. These generate an XML document from the response.
z
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u le li
7) Examine lines 164-213. These lines parse the XML document and populate the list
q
s
V ferab
of records that will be displayed in the application.
e
l. Close sweData.java, not saving any changes.
lip trans
5. FeRun the application and confirm its behavior.
-
non
a. In the left Application Navigator panel, expand ViewController > Web Content.
b. Select ViewPage1.jspx.
c. Right-click ViewPage1.jspx and select Run.
d. After one or two minutes, an instance of Internet Explorer showing "Order Detail From
Siebel:Accounts should be shown, showing no records.
e. In the "Enter Customer Record ID" field, enter 1-1AAP and click Execute. If prompted
to Auto Complete, click No.
f. Notice that no records are returned, as indicated by the message "No rows yet".
g. Add an order to the INS Account record and confirm that the order appears in the
sweOBE application.
1) In the instance of Internet Explorer that is displaying XML from Siebel Call Center,
modify the URL to http://localhost/callcenter_enu. You should still be logged in.
2) Navigate to Accounts > My Accounts.
3) Drill down on INS Account.
4) In the View Tab bar, select the drop-down list and select Orders to show orders
associated with the account.
s a
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