Wednesday, January 2, 2013

11g OBIEE Certification with Siebel Marketing for Campaign Management


steps to take to fix the integration issues between Oracle BI EE 11.1.1.5 and Siebel Marketing 8.1.1.6 QF0603 and 8.1.1.7 for campaign management.

Workaround

Supporting content related to Release Note 13632379, parent Bug:13098348

There is also Bug:13864961 requesting certification of Siebel Marketing v8.0.0.13 with OBIEE 11g.

History


This document describes the steps to take to fix the integration issues between Oracle BI EE 11.1.1.5 and Siebel Marketing 8.1.1.6 QF0603 and 8.1.1.7 for campaign management.
For Siebel CRM 8.1.1.5 QF05AO is required for integration with OBIEE11g.

NOTE: Oracle BI EE 11.1.1.6 is supported on Siebel 8.1.1.7, but not yet certified.  8.1.1.4 is also certified with QF 0465.

There are no significant changes regarding the Marketing functionality between 11g.5 and 11g.6 so there should not be any impact. FP 8.1.1.4 has been certified on top of 11g.5.

Step 1. Replace Siebel Code Files and Change Repository

Given the Siebel user has 8 character password and necessary OBI credentials, follow the steps below to apply the new dll file.
  1. Stop Siebel server in services;
  2. Back up the srf file in the corresponding Siebel object folder. 
  3. Back up the existing objects in Siebel Tools (Integration Object: readObjectResult, getSubItems and WorkFlow: Marketing Campaign Load, Marketing Create Response, Marketing Create Lead).
  4. Import sif file shipped and verify the changes documented in section Siebel Repository Changes;
  5. Compile the repository changes and publish the work flow changes after revising;
  6. Start the Siebel server in services;
  7. Bring up the Siebel Marketing application and activate "Marketing Campaign Load", "Marketing Create Lead", "Marketing Create Response" workflow to pick up the latest changes.

Step 2: Replace Marketing System Defaults File (Analytics Side)

  1. Stop all OBIEE processes, backup marketingsystemdefaults file in OBIEE Web catalog (the location is given below) :
    • /instances/instance1/bifoundation/OracleBIPresentationServicesComponent/coreapplication_obips1/catalog//root/system/mktgdefaults/marketingsystemdefaults
  2. Copy the marketingsystemdefaults file from the package and restart OBIEE processes

Step 3. Change the OBIEE Password to Solve the Authentication Error

11g OBIEE requires a user with 8 character password with a number included. The user should have the necessary/required credentials on OBI side which can be provided as below,
  1. Login in to http:///em URL with the new 8 character password user.
  2. Expand the tree left hand side and click on "Farm_bifoundation_domain"
  3. Open the "Weblogic Domain -> bi foundation", from the top left hand side, click on the web logic domain menul and choose "Security->Application Policies"
  4. Select the "obi" application (Select Application Stripe to Search) and press the ">" button
  5. Click "Create..."
  6. Under permissions, click "Add"
  7. Click the ">" button when the dialog comes up
  8. Choose the line that has "oracle.bi.server.impersonateUser" and click "Ok" on the dialog. Note - if you can't use _ ALL _, choose "*" instead. This is an EM bug in certain builds.
  9. Under Grantee, click "Add User"
  10. Click the ">" button when the dialog comes up
  11. Choose BIImpersonatorUser (8 character password user) and click the "Move>" button to shuttle the user to the right-handle panel. Click "Ok"
  12. Click "Ok" on the main screen.

Step 4. Make the Following Changes in Siebel

  1. In Site Map, locate Administration- Integration - > WI Symbolic URL List - > Host Administration, Query for NQHOST in virtual name field and give the OBI server machine name as
    <OBI server machine: Port>.
  2. In Site Map, locate Administration- Integration - > WI Symbolic URL List -> Symbolic URL Administration. Query for 'Marketing Segmentation' in Web application name and change URL field.
    http://NQHOST/Analytics/saw.dll - > http://NQHOST/analytics/saw.dll
  3. In Site Map, locate Administration- Marketing - > servers
    Give impersonate user name and password for Default Analytics Web Server record.
  4. In Site Map, locate Administration->Webservices -> outbound Web services
In that for the below services,
  • jobManagementService
  • SAWSessionServiceSoap
  • WebCatalogServiceSoap
Change the CHANGEME field to the OBI server name .
And then, do clear cache without fail.

Step 5. Close the application session and start it again, the integration is complete.

Step 6. Update leads/response Generation Default OBI Load Format.

  1. In Program 'Lead generation' setup, when a new record is created '/shared/Marketing/Example List Formats/Galena - Analytics Data Load - Leads example' is defaulted for Lead format. In 11g the same format exists but with a different name, hence the work around would be to change the default value of Marketing Object Manager component parameter to point to the new 11g format in Administration -- Server configuration -> Components.
    Component: Marketing Object Manager
    Parameter: Default Lead List Format, for example, users can pick "8.1.1 Analytics Data Load - Leads example"
  2. In Program 'Response Definition' setup, when a new record is created '/shared/Marketing/Example List Formats/Galena - Analytics Data Load - Responses example' is defaulted for Response format. In 11g the same format exists with a different name, hence the work around would be to change the default value of Marketing Object Manager component parameter to point to the new 11g format in Administration -- Server configuration -> Components.

    Component: Marketing Object Manager
    Parameter: Default Response List Format, for example, users can pick '8.1.1 - Analytics Data Load - Responses example'
  3. Open the existing load format '8.1.1 - Campaign Load - Contacts and Prospects Example' and save as a new list format with purpose = Campaign load found under Options tab.
As the default campaign load format '8.1.1 - Campaign Load - Contacts and Prospects Example' is created as type 'Data load' out of the box in 11.1.1.5 OBIEE , the format is available for Data load formats selection in case of 'Programs -> Lead Setup -> Choose Lead Format' and 'Programs -> Response Definitions -> Choose Response Format'. This format should be ignored.

References

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