Siebel Data Quality Administration Guide > Setting Up Oracle Data Quality Matching Server for Data Matching > Process of Setting Up ODQ Matching Server for Data Matching >
Synchronizing Siebel Data with ODQ Matching Server Tables
This procedure is a step in Process of Setting Up ODQ Matching Server for Data Matching. Siebel application account and contact data must be kept in sync with data that is stored in ODQ Matching Server (IIR) tables. This ensures accuracy when populating the match results. Siebel application integration objects (Account, Contact, and List Mgmt Prospective Contact) are used to send data from the Siebel application to IIR. IIR in turn writes, edits, or deletes records from IIR tables when a record is created, modified, or deleted from the Account, Contact, or Prospect business components. Siebel application integration objects (Account, Contact, and List Mgmt Prospective Contact) are also used by Siebel Workflows. Workflows are created for loading and sending data according to certain events, and are called when WriteRecord and DeleteRecord events are fired. For this to happen:
- WriteRecord and DeleteRecord events must be created in your Siebel application using the Administration Runtime Events screen, then the Events view.
- Actions (which are attached to the WriteRecord and DeleteRecord events) must be set up in your Siebel application using the Administration Runtime Events screen, then the Action Sets view.
To synchronize your Siebel application data with ODQ Matching Server (IIR) tables, complete the steps in the following procedure. To synchronize your Siebel application data with ODQ Matching Server tables
- Set up integration objects (Account, Contact, and List Mgmt Prospective Contact) in your Siebel application.
This involves importing integration objects, business service, and workflows into Siebel Tools, then compiling them into the srf file as described in Configuring Siebel Tools for ODQ Matching Server.
- Verify that appropriate action sets are set up for Account, Contact, and List Mgmt Prospective Contact in your Siebel application by navigating to the Administration - Runtime Events screen, then the Action Sets view.
NOTE: When verifying action set setup, make sure that the IDS_URL profile attribute reflects the URL location of IIR.
For more information about the action sets that must be set up for Account, Contact, and List Mgmt Prospective Contact, see Siebel Business Applications Action Sets.
For more information about creating action sets, including creating actions for action sets, see Siebel Personalization Administration Guide.
- Verify that appropriate run-time events are set up in your Siebel application by navigating to Administration - Runtime Events screen, then the Events view.
The following table describes the run-time events that must be set up for IIR.
For more information about run-time events, including how to call a workflow process from a run-time event, see Siebel Business Process Framework: Workflow Guide.
For more information about associating events with action sets, see Siebel Personalization Administration Guide.
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BusComp |
Data Quality Setting |
WriteRecord |
ISSLoad Account |
BusComp |
Data Quality Setting |
WriteRecord |
ISSLoad Contact |
BusComp |
Data Quality Setting |
WriteRecord |
ISSLoad Prospect |
BusComp |
Account |
DeleteRecord |
ISSSYNC DeleteRecord Account |
BusComp |
Contact |
DeleteRecord |
ISSSYNC DeleteRecord Contact |
BusComp |
List Mgmt Prospective Contact |
DeleteRecord |
ISSSYNC DeleteRecord Prospect |
BusComp |
Account |
PreDeleteRecord |
ISSSYNC PreDeleteRecord Account |
BusComp |
Contact |
PreDeleteRecord |
ISSSYNC PreDeleteRecord Contact |
BusComp |
List Mgmt Prospective Contact |
PreDeleteRecord |
ISSSYNC PreDeleteRecord Prospect |
BusComp |
Account |
PreWriteRecord |
ISSSYNC PreWriteRecord Account |
BusComp |
Contact |
PreWriteRecord |
ISSSYNC PreWriteRecord Contact |
BusComp |
List Mgmt Prospective Contact |
PreWriteRecord |
ISSSYNC PreWriteRecord Prospect |
BusComp |
Account |
WriteRecord |
ISSSYNC WriteRecord Account |
BusComp |
Contact |
WriteRecord |
ISSSYNC WriteRecord Contact |
BusComp |
List Mgmt Prospective Contact |
WriteRecord |
ISSSYNC WriteRecord Prospect |
BusComp |
Account |
WriteRecordNew |
ISSSYNC WriteRecordNew |
BusComp |
Contact |
WriteRecordNew |
ISSSYNC WriteRecordNew |
BusComp |
List Mgmt Prospective Contact |
WriteRecordNew |
ISSSYNC WriteRecordNew |
BusComp |
Account |
WriteRecordUpdated |
ISSSYNC WriteRecordUpdated |
BusComp |
Contact |
WriteRecordUpdated |
ISSSYNC WriteRecordUpdated |
BusComp |
List Mgmt Prospective Contact |
WriteRecordUpdated |
ISSSYNC WriteRecordUpdated |
- Activate the action sets for Account, Contact, and List Mgmt Prospective Contact, as follows:
- Navigate to the Administration - Runtime Events screen, then the Action Sets view.
- Select the Active checkbox for each Action Set that you want to activate.
- Reload the run-time events by clicking Menu, and selecting Reload Runtime Events.
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