Applications Administration Guide > Initial Setup >

Setting Up Satmetrix Survey Reports


NOTE:  This section only applies to those who have purchased Siebel Satmetrix Surveys or who have purchased surveys directly from Satmetrix Systems.

In order to view Satmetrix survey reports through your Siebel application, you need to:

  • Add the Account Satmetrix Survey View view to the appropriate user responsibilities. For information about how to add views to responsibilities, see Security Guide for Siebel Business Applications.
  • Enter the secret key string provided by Satmetrix Systems into the Satmetrix Key Value system preference. For information about how to change system preferences, see Setting System Preferences.
  • Extend the List of Values for WI_ARG_TYPE as described in To extend the List of Values for WI_ARG_TYPE.
  • Set up the symbolic URL for access to the Satmetrix reports server, as described in To set up the symbolic URL for access to Satmetrix Reports.

To extend the List of Values for WI_ARG_TYPE

  1. Navigate to Administration - Data > List of Values.
  2. Create a new record and complete the necessary fields.

    Some fields are described in the following table.

    Field
    Value

    Type

    WI_ARG_TYPE

    Display Value

    Satmetrix

    Language-Independent Code

    Satmetrix

    Active

    Yes

    Translate

    Yes

    Replication Level

    All

    For more information about creating List of Values records, see Working with Lists of Values.

To set up the symbolic URL for access to Satmetrix Reports

  1. Navigate to the Administration - Integration screen > WI Symbolic URL List view.
  2. From the Show drop-down list, select Symbolic URL Application.
  3. In the Symbolic URL list, select SatmetrixSurvey.
  4. Make sure the URL is the URL for the reports server provided by Satmetrix Systems.
  5. In the Symbolic URL Arguments list, complete the fields, using the following table as a guide.
    Name
    Required Argument
    Argument Type
    Argument Value
    Append as Argument
    Sequence

    EncodeUrl

    Yes

    Command

    FALSE

    Yes

    1

    version

    Yes

    Constant

    Obtain from Satmetrix

    Yes

    2

    windowsize

    Yes

    Command

    WebControl width=1000 height=500 border=1

    Yes

    3

    type

    Yes

    Constant

    acct

    Yes

    4

    acctid

    Yes

    Field

    Id

    Yes

    5

    acctname

    Yes

    Field

    Name

    Yes

    6

    contactid

    Yes

    Constant

    *

    Yes

    7

    contactname

    Yes

    Constant

    *

    Yes

    8

    user

    Yes

    Profile Attribute

    Login Name

    Yes

    9

    domain

    Yes

    Constant

    Obtain from Satmetrix

    Yes

    10

    model

    Yes

    Constant

    Obtain from Satmetrix

    Yes

    11

    created

    Yes

    Field

    Timestamp

    Yes

    12

    token

    No

    Satmetrix

    Satmetrix Surveys, CalculateToken

    Yes

    13

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