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Siebel 8.1.x e z @ nt G
Integration
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Edition 1.0
April 2011
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Table of Contents
Siebel 8.1.x Integration: Course Introduction .......................................................................................... 1-1
Siebel 8.1.x Integration: Course Introduction ............................................................................................ 1-2
Lesson Agenda ....................................................................................................................................... 1-3
Instructor and Class Participants ............................................................................................................. 1-4
Unauthorized reproduction or distribution prohibited Copyright 2016, Oracle and/or its affiliates
l c l)
Introduction to Siebel Application Integration............................................................................................ 2-2
nte uide
Objectives............................................................................................................................................... 2-3
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Patterns for Siebel Application Integration................................................................................................ 2-4
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Peer Application Integration..................................................................................................................... 2-5
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Consumer of Services ............................................................................................................................. 2-6
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Alternate User Interfaces (UIs) ................................................................................................................ 2-7
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Alternate User Interface: Examples.......................................................................................................... 2-8
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Siebel Application Integration Choices ..................................................................................................... 2-9
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Data-Layer Integration............................................................................................................................. 2-10
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Business-Layer Integration ...................................................................................................................... 2-11
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Siebel Enterprise Application Integration (EAI) ......................................................................................... 2-12
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Closely Coupled Integrations ................................................................................................................... 2-13
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Loosely Coupled Integrations .................................................................................................................. 2-14
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UI-Layer Integration ................................................................................................................................ 2-15
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UI Integration: Example ........................................................................................................................... 2-16
Common Steps in Implementing Integration ............................................................................................. 2-17
Overview of This Course ......................................................................................................................... 2-18
Lesson Highlights.................................................................................................................................... 2-19
Overview of Integration Workflows .......................................................................................................... 3-1
Overview of Integration Workflows........................................................................................................... 3-2
Objectives............................................................................................................................................... 3-3
Data Exchange ....................................................................................................................................... 3-4
Data Exchange Scenarios ....................................................................................................................... 3-5
Siebel Send ............................................................................................................................................ 3-6
Siebel Send/Receive ............................................................................................................................... 3-7
Siebel Receive ........................................................................................................................................ 3-8
Siebel Receive/Respond ......................................................................................................................... 3-9
Integration Processing for Send............................................................................................................... 3-10
Integration Processing for Receive .......................................................................................................... 3-11
Transporting Data in Integration Workflows .............................................................................................. 3-12
Types of Transports ................................................................................................................................ 3-13
Additional Integration Processing............................................................................................................. 3-14
Copyright 2011, Oracle and/or its affiliates. All rights reserved.
s q u tude
Creating an Internal Integration Object..................................................................................................... 4-13
1. Identify the Siebel Data to be Exchanged ............................................................................................. 4-14
f cva this S
2. Create the Integration Object ............................................................................................................... 4-15
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2. Specify the Business Object ................................................................................................................ 4-16
3. Select the Integration Components ...................................................................................................... 4-17
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3. Review messages ............................................................................................................................... 4-18
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3. Select the Integration Components: Wizard Action .............................................................................. 4-19
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4. Inactivate Unneeded Integration Component Fields.............................................................................. 4-20
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5. Inactivate Unneeded Integration Component Keys ............................................................................... 4-21
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Deploying New and Modified Integration Objects...................................................................................... 4-22
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Directly Deploying an Integration Object .................................................................................................. 4-23
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Refreshing the Run-Time Database ......................................................................................................... 4-24
Synchronizing Integration Objects ........................................................................................................... 4-25
Creating an External Integration Object.................................................................................................... 4-26
1. Obtain a Schema of the External Data ................................................................................................. 4-27
2. Create the External Integration Object ................................................................................................. 4-28
2. Create the External Integration Object: Specify the Root Level Node ................................................... 4-29
3. Select Integration Components ............................................................................................................ 4-30
4. Verify the Integration Object ................................................................................................................ 4-31
Lesson Highlights.................................................................................................................................... 4-32
Practice 4 Overview: Integration Objects................................................................................................. 4-33
EAI Siebel Adapter .................................................................................................................................... 5-1
EAI Siebel Adapter .................................................................................................................................. 5-2
Objectives............................................................................................................................................... 5-3
EAI Business Services ............................................................................................................................ 5-4
Property Sets and Business Services ...................................................................................................... 5-5
Property Set............................................................................................................................................ 5-6
Hierarchical Data Structures .................................................................................................................... 5-7
Property Set for Hierarchical Data ........................................................................................................... 5-8
Copyright 2011, Oracle and/or its affiliates. All rights reserved.
e d
EAI XML Converter Methods ...................................................................................................................
s 6-8
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IntObjHierToXMLDoc Method.................................................................................................................. 6-9
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XMLDocToIntObjHier Method.................................................................................................................. 6-10
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XML Hierarchy Converter ........................................................................................................................ 6-11
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XML Converter........................................................................................................................................
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Character Set Conversion
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Attachments............................................................................................................................................
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6-15
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Handling Attachments .............................................................................................................................
Embedded Attachments .......................................................................................................................... 6-17
6-16
MIME...................................................................................................................................................... 6-18
MIME: Example ...................................................................................................................................... 6-19
Writing XML Strings to Files .................................................................................................................... 6-20
EAI File Transport ................................................................................................................................... 6-21
EAI XML Write to File .............................................................................................................................. 6-22
EAI XML Read from File.......................................................................................................................... 6-23
Lesson Highlights.................................................................................................................................... 6-24
Practice 6 Overview: Data Conversion .................................................................................................... 6-25
Integration Workflows .............................................................................................................................. 7-1
Integration Workflows.............................................................................................................................. 7-2
Objectives............................................................................................................................................... 7-3
Integration Workflow ............................................................................................................................... 7-4
Integration Workflows.............................................................................................................................. 7-5
Process Properties.................................................................................................................................. 7-6
Process Property Types .......................................................................................................................... 7-7
Inputs to Business Services..................................................................................................................... 7-8
Copyright 2011, Oracle and/or its affiliates. All rights reserved.
s q u tude
Fundamentals of HTTP Transport: Review............................................................................................... 8-5
Communication Modes Review............................................................................................................... 8-6
f cva this S
Data Transmission: Review .................................................................................................................... 8-7
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Siebel Architecture for HTTP Transport.................................................................................................... 8-8
Sending (Siebel Application as the Client) ................................................................................................ 8-9
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Configuring Outbound HTTP Transport .................................................................................................... 8-10
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1. Add the HTTP Transport Step.............................................................................................................. 8-11
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2. Assign Inputs and Outputs................................................................................................................... 8-12
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3. Assign Request Methods and URLs: Sessionless................................................................................. 8-13
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3. Assign Request Methods and URLs: Session Mode ............................................................................. 8-14
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Receiving (Siebel Application as the Server) ............................................................................................ 8-15
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Processing Incoming HTTP Requests...................................................................................................... 8-16
Profile Configurations for HTTP Services ................................................................................................. 8-17
Profile Configurations for HTTP Service: Parameters ............................................................................... 8-18
URLs for Siebel EAI Object Manager ....................................................................................................... 8-19
Configuring a New HTTP Service ............................................................................................................ 8-20
1. Identify the Workflow or Business Service ............................................................................................ 8-21
2. Create the Profile Configuration ........................................................................................................... 8-22
3. Assign the Parameters ........................................................................................................................ 8-23
4. Modify the eai.cfg File.......................................................................................................................... 8-24
Lesson Highlights.................................................................................................................................... 8-25
Practice 8 Overview: EAI HTTP Transport .............................................................................................. 8-26
EAI Message Queue Transport ................................................................................................................. 9-1
EAI Message Queue Transport ............................................................................................................... 9-2
Objectives............................................................................................................................................... 9-3
Message Queues .................................................................................................................................... 9-4
Benefits of Message Queues ................................................................................................................... 9-5
Properties of Message Queues ............................................................................................................... 9-6
How Siebel CRM Supports Message Queues .......................................................................................... 9-7
Copyright 2011, Oracle and/or its affiliates. All rights reserved.
2. Add an EAI Transport Business Service Step to an Integration Workflow .............................................. 9-15
3. Add Process Properties ....................................................................................................................... 9-16
4. Add Input and Output Arguments ......................................................................................................... 9-17
Receiving Messages: Direct Reads ......................................................................................................... 9-18
Receiving Messages: Receiver Tasks...................................................................................................... 9-19
Receiving Messages: Receiver Components and Methods....................................................................... 9-20
Receiving Messages: Transport Data Handling Subsystems .................................................................... 9-21
Available Dispatch Targets ...................................................................................................................... 9-22
Configure Inbound Transport ................................................................................................................... 9-23
1. Create Profiles .................................................................................................................................... 9-24
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2. Create a Workflow or Business Service to Process the Message .......................................................... 9-25
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3. Start a Receiver Task .......................................................................................................................... 9-26
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Summary: Siebel CRM Messaging System Support ................................................................................. 9-27
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Additional Configuration: Java Support in Siebel CRM.............................................................................. 9-28
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The JVMSubsys Profile ........................................................................................................................... 9-29
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The jndi.properties File............................................................................................................................ 9-30
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Lesson Highlights.................................................................................................................................... 9-31
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Practice 9 Overview: Using JMS Message Queues ................................................................................. 9-32
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Data Mapping ............................................................................................................................................
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Data Mapping ......................................................................................................................................... 10-2
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Objectives...............................................................................................................................................
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Data Map Components: Example ............................................................................................................ 10-9
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Using a Dispatch Rule Set ....................................................................................................................... 11-21
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Outbound Processing: Overview of Steps ................................................................................................ 11-22
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Inbound Processing: Overview of Steps ................................................................................................... 11-24
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Lesson Highlights.................................................................................................................................... 11-26
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Practice 11 Overview: The EAI Dispatch Service..................................................................................... 11-27
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Using Siebel Inbound Web Services ........................................................................................................
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Using Siebel Inbound Web Services ........................................................................................................ 12-2
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Objectives............................................................................................................................................... 12-3
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Web Services
Structure of Siebel Web Services ............................................................................................................ 12-10
Service ................................................................................................................................................... 12-11
Service Ports .......................................................................................................................................... 12-12
Operations .............................................................................................................................................. 12-13
Working with Siebel Inbound Web Services ............................................................................................. 12-14
Administering Inbound Web Services....................................................................................................... 12-15
Completing the Service Address .............................................................................................................. 12-16
Generating the WSDL Document............................................................................................................. 12-18
Invoking Inbound Web Services............................................................................................................... 12-20
Prebuilt Integration Using Web Services .................................................................................................. 12-22
Lesson Highlights.................................................................................................................................... 12-23
Practice 12 Overview: Using Siebel Inbound Web Services ..................................................................... 12-24
Configuring Siebel Inbound Web Services .............................................................................................. 13-1
Configuring Siebel Inbound Web Services ............................................................................................... 13-2
Objectives............................................................................................................................................... 13-3
Inbound Web Service Architecture........................................................................................................... 13-4
Inbound Web Services: Service Ports ...................................................................................................... 13-5
Copyright 2011, Oracle and/or its affiliates. All rights reserved.
t el ide
Web Service Security .............................................................................................................................. 13-26
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Implementing WS-Security for Inbound Web Services .............................................................................. 13-27
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Implementing HTTPS .............................................................................................................................. 13-30
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Lesson Highlights.................................................................................................................................... 13-31
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Practice 13 Overview: Siebel Inbound Web Services ............................................................................... 13-32
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Siebel Outbound Web Services ................................................................................................................
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Siebel Outbound Web Services ............................................................................................................... 14-2
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Objectives............................................................................................................................................... 14-3
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Outbound Web Services.......................................................................................................................... 14-4
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Proxy Business Service Class ................................................................................................................. 14-9
Creating an Outbound Web Service......................................................................................................... 14-10
1. Create the Proxy Business Service ...................................................................................................... 14-11
2. Import the WSDL File .......................................................................................................................... 14-12
3. Inspect the Objects Created: Business Service .................................................................................... 14-13
3. Inspect the Objects Created: Business Service Arguments ................................................................... 14-14
3. Inspect the Objects Created: Integration Objects .................................................................................. 14-15
3. Inspect the Objects Created: Business Service User Properties ............................................................ 14-16
4. Compile the Objects Created ............................................................................................................... 14-17
5. Create the Outbound Web Service....................................................................................................... 14-18
Invoking a Proxy Business Service .......................................................................................................... 14-19
Options for Mapping to/from the Integration Objects ................................................................................. 14-20
Implementing Session-Based Security ..................................................................................................... 14-21
Lesson Highlights.................................................................................................................................... 14-22
Practice 14 Overview: Siebel Outbound Web Services ............................................................................ 14-23
Overview of Data Federation .................................................................................................................... 15-1
Overview of Data Federation ................................................................................................................... 15-2
Objectives............................................................................................................................................... 15-3
Copyright 2011, Oracle and/or its affiliates. All rights reserved.
s q u tude
Creating an External Business Component .............................................................................................. 16-9
1. Create an ODBC Connection............................................................................................................... 16-10
f cva this S
2. Generate a Schema File for the External Table .................................................................................... 16-11
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3. Create the Table Object in the Siebel Repository.................................................................................. 16-12
3. Examine the Table and Columns Created ............................................................................................ 16-13
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4. Map System Fields as Required .......................................................................................................... 16-14
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5. Specify the Data Source ...................................................................................................................... 16-15
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6. Create the External Business Component ............................................................................................ 16-16
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7. Identify the Data Source in the Application ........................................................................................... 16-17
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Using an External Business Component .................................................................................................. 16-20
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Distributed Join ....................................................................................................................................... 16-21
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Considerations........................................................................................................................................ 16-22
Lesson Highlights.................................................................................................................................... 16-23
Practice 16 Overview: External Business Components ............................................................................ 16-24
Virtual Business Components .................................................................................................................. 17-1
Virtual Business Components.................................................................................................................. 17-2
Objectives............................................................................................................................................... 17-3
Virtual Business Component (VBC) ......................................................................................................... 17-4
Data Access and Manipulation ................................................................................................................ 17-5
Required Methods................................................................................................................................... 17-6
Optional Methods.................................................................................................................................... 17-7
Business Services................................................................................................................................... 17-8
XML Gateway Business Service .............................................................................................................. 17-9
Custom Business Service........................................................................................................................ 17-10
Custom Business Service Considerations ................................................................................................ 17-11
Creating a Virtual Business Component ................................................................................................... 17-12
1. Create a Business Component ............................................................................................................ 17-13
2. Create Fields for the VBC .................................................................................................................... 17-14
3. Create the Custom Business Service if Necessary ............................................................................... 17-15
Copyright 2011, Oracle and/or its affiliates. All rights reserved.
s q u tude
2. Add a Field to the Business Component............................................................................................... 18-14
3. Create the Applet ................................................................................................................................ 18-15
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3. Assign a Web Template ...................................................................................................................... 18-16
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3. Map the Field ...................................................................................................................................... 18-17
3. Delete the Controls ............................................................................................................................. 18-18
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3. Adjust the Applet Class ....................................................................................................................... 18-19
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3. Modify the Default List Column Configuration ....................................................................................... 18-20
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4. Create the View .................................................................................................................................. 18-21
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5. Add the View to the Screen ................................................................................................................. 18-22
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6. Complete the Configuration ................................................................................................................. 18-23
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7. Administer the Symbolic URL .............................................................................................................. 18-24
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Test the Configuration ............................................................................................................................. 18-26
Considerations........................................................................................................................................ 18-29
Symbolic URLs in the Dedicated Web Client ............................................................................................ 18-30
Host Aliases............................................................................................................................................ 18-31
Lesson Highlights.................................................................................................................................... 18-32
Practice 18 Overview: Embedding Web Content in a Siebel View ............................................................ 18-33
Embedding Siebel Content in an External Application ............................................................................ 19-1
Embedding Siebel Content in an External Application .............................................................................. 19-2
Objectives............................................................................................................................................... 19-3
Options for Embedding Siebel Content in External Applications ................................................................ 19-4
Review: Rendering a Siebel Web Application ........................................................................................... 19-5
The Siebel Web Engine XML Web Interface............................................................................................. 19-6
Architecture: Application Request ............................................................................................................ 19-7
Architecture: Siebel CRM Response ........................................................................................................ 19-8
Invoking the XML Web Interface .............................................................................................................. 19-9
Customize the AOM ................................................................................................................................ 19-10
Example: Siebel Sales Wireless .............................................................................................................. 19-11
Add Commands to the URL ..................................................................................................................... 19-12
Copyright 2011, Oracle and/or its affiliates. All rights reserved.
s q u tude
Multi Value Property Window (MVPW) ..................................................................................................... 20-13
Set Input and Output Arguments.............................................................................................................. 20-14
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Testing a Workflow Process .................................................................................................................... 20-15
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Set Property Values ................................................................................................................................ 20-16
Start the Simulator .................................................................................................................................. 20-17
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Start the Simulation................................................................................................................................. 20-18
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Run the Simulation.................................................................................................................................. 20-19
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Watch Window........................................................................................................................................ 20-20
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Verify the Result ..................................................................................................................................... 20-21
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Deploying a Workflow Process ................................................................................................................ 20-22
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Publish the Workflow............................................................................................................................... 20-23
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Activate the Workflow.............................................................................................................................. 20-24
Publish and Activate Workflow................................................................................................................. 20-25
Lesson Highlights.................................................................................................................................... 20-26
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Modifying Messages
Unauthorized reproduction or distribution prohibited Copyright 2016, Oracle and/or its affiliates
The EAI Dispatch service can also modify the property set
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Can manipulate the message hierarchy
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Structure of Rules
Unauthorized reproduction or distribution prohibited Copyright 2016, Oracle and/or its affiliates
Rule Set
Rule
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Rule
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Unauthorized reproduction or distribution prohibited Copyright 2016, Oracle and/or its affiliates
Transform
Unauthorized reproduction or distribution prohibited Copyright 2016, Oracle and/or its affiliates
Is used to:
Pass the existing hierarchy as is or modify it
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Set business service arguments
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property transform specifies that a new property is added to the top level of the property set.
In this case a property with name "Process name" and value "Process External Contacts" is
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Unauthorized reproduction or distribution prohibited Copyright 2016, Oracle and/or its affiliates
Inbound Processing:
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Lesson Highlights
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Practice 11 Overview:
The EAI Dispatch Service
Unauthorized reproduction or distribution prohibited Copyright 2016, Oracle and/or its affiliates
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Web Services
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SOAP Message
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SOAP Message
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Unauthorized reproduction or distribution prohibited Copyright 2016, Oracle and/or its affiliates
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Unauthorized reproduction or distribution prohibited Copyright 2016, Oracle and/or its affiliates
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Stateless Sessions
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Stateful Sessions
Unauthorized reproduction or distribution prohibited Copyright 2016, Oracle and/or its affiliates
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Unauthorized reproduction or distribution prohibited Copyright 2016, Oracle and/or its affiliates
Lesson Highlights
Unauthorized reproduction or distribution prohibited Copyright 2016, Oracle and/or its affiliates
Practice 13 Overview:
Siebel Inbound Web Services
Unauthorized reproduction or distribution prohibited Copyright 2016, Oracle and/or its affiliates
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Lesson Highlights
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Practice 14 Overview:
Siebel Outbound Web Services
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Data Federation
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Additional Limitations
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Lesson Highlights
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Practice 15 Overview:
Overview of Data Federation
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Distributed Join
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Considerations
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Lesson Highlights
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Practice 16 Overview:
External Business Components
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Objectives
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Required Methods
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Query:
Invoked when the user navigates to an applet based on the VBC or queries in the applet.
Returns a list of fields and values matching the query.
Optional Methods
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Insert:
Invoked when the user saves a new record.
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Update:
Invoked when the user updates an existing record.
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Delete:
Invoked when the user deletes a record.
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Business Services
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Practice 17 Overview:
Virtual Business Components
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Practice 18 Overview:
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Practice 19 Overview:
Exploring the XML Interface
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