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Process of Making Siebel CRM Data Available to Add an MVG


This task is a step in Process of Adding an MVG Field.

To make Siebel CRM data available to add an MVG, you do the following:

  1. Creating an Integration Object for the Channel Partner MVG
  2. Creating an Integration Component for the Channel Partner MVG
  3. Extending an Integration Object for the Primary Id Field

This topic describes how to make certain Siebel CRM data available to Siebel CRM Desktop. Some Siebel CRM data is available without customize Siebel CRM Desktop, such as opportunities, accounts, and contacts. Other Siebel CRM data is not available. For example, if your implementation requires Channel Partner data, then you must configure integration objects to make this data available to Siebel CRM Desktop.

Creating an Integration Object for the Channel Partner MVG

This task is a step in Process of Making Siebel CRM Data Available to Add an MVG.

In this topic, you create a new integration object that makes the channel partner data available to the EAI Siebel Adapter. The work you perform in this topic allows the PIM Client Sync Service business service to access channel partner data. For more information, see Siebel Enterprise Components That Siebel CRM Desktop Uses.

To create an integration object for the channel partner MVG

  1. In Siebel Tools, choose the File Menu, and then the New Object menu item.
  2. Click the EAI tab, click Integration Object, and then click OK.
  3. In the Integration Object Builder Dialog box, choose values for the following items, and then click Next.
    Property
    Value

    Project

    Choose a project.

    It is recommended that you create a separate project for any customizations you make to Siebel CRM Desktop. For example, use a project named Siebel CRM Desktop.

    Business Service

    EAI Siebel Wizard

  4. Choose values for the following items, and then click Next.
    Property
    Value

    Source Object

    Channel Partner

    Source Root

    Channel Partner

    Integration Object Name

    CRMDesktopChannelPartnerIO

  5. Expand the Channel Partner tree, choose the integration components you must include with this integration object, and then click Next.

    As the default, Siebel Tools includes a check mark for each integration component. For this example, accept the default.

  6. Click Next and then click Finish.
  7. Examine the properties of the integration object you created in Step 6:
    1. In the Object Explorer, click Integration Object, query the Name property for CRMDesktopChannelPartnerIO, and then note the following property.
      Property
      Value

      External Name

      Channel Partner

      You will use this property as a value for the IntObjName attribute.

    2. In the Object Explorer, expand the Integration Object tree, and then click Integration Object Component.
    3. In the Integration Object Components list, query the Name property for Channel Partner, and then note the following properties.
      Property
      Value

      XML Tag

      ChannelPartner

      You will use this property as a value for the SiebMsgXmlElemName attribute.

      XML Container Element

      ListOfChannelPartner

      You will use this property as a value for the SiebMsgXmlCollectionElemName attribute.

Creating an Integration Component for the Channel Partner MVG

This task is a step in Process of Making Siebel CRM Data Available to Add an MVG.

In this topic, you add a channel partner integration component as a child of the integration object that Siebel CRM Desktop uses for opportunities. This allows Siebel CRM Desktop to query the channel partners that are associated with the opportunities for a user.

To create an integration component for the channel partner MVG

  1. In Siebel Tools, display the object type named Integration Object.

    For more information, see Displaying Object Types in Siebel Tools.

  2. In the Object Explorer, click Integration Object.
  3. In the Integration Objects list, query the Name property for CRMDesktopOpportunityIO, and then make sure the Object Locked property contains a check mark.

    Siebel CRM Desktop adds the CRMDesktopOpportunityIO integration object to the repository when you install Siebel CRM Desktop on the Siebel Server. You must install Siebel CRM Desktop before you can complete this task.

  4. In the Object Explorer, expand the Integration Object tree, and then click Integration Component.
  5. In the Integration Components list, add a new record with the following values.
    Property
    Value

    Business Component

    Channel Partner

    Name

    Opportunity_ChannelPartner

    External Name

    Channel Partner

    External Sequence

    2

    For more information, see Requirements for the Sequence Property.

    XML Sequence

    10002

    For more information, see Requirements for the Sequence Property.

    XML Container Element

    ListOfOpportunity_ChannelPartner

    XML Tag

    Opportunity_ChannelPartner

  6. In the Object Explorer, expand the Integration Component tree, and then click Integration Component Field.
  7. In the Integration Component Fields list, add new records with the following values.
    Name
    Data Type
    Length

    IsPrimaryMVG

    DTYPE_TEXT

    1

    Location

    DTYPE_TEXT

    50

    Organization BU Name

    DTYPE_TEXT

    50

    Partner

    DTYPE_TEXT

    100

    Partner Id

    DTYPE_Id

    30

    Partner Status

    DTYPE_TEXT

    30

    operation

    DTYPE_TEXT

    30

    searchspec

    DTYPE_TEXT

    250

  8. In the Object Explorer, click Integration Component Key.
  9. In the Integration Component Keys list, add new records with the following values.
    Name
    Key Sequence Number
    Key Type

    Modification Key

    1

    Modification Key

    Primary Key

    1

    User Key

    Status Key

    1

    Status Key

  10. In the Object Explorer, click Integration Component User Prop.
  11. In the Integration Component User Props list, add new records with the following values.
    Name
    Value

    MVGAssociation

    Y

    MVGLink

    Channel Partner

  12. Compile your changes.

    For more information, see Using Siebel Tools.

  13. In the Object Explorer, click Integration Component, and then note the following properties of the integration component that you added in Step 5. You use these values when you modify the metadata for the customization package.
    Property
    Value

    Parent Name

    CRMDesktopOpportunityIO

    You will use this property as a value for the IntObjName attribute.

    XML Tag

    Opportunity_ChannelPartner

    You will use this property as a value for the SiebMsgXmlElemName attribute.

    XML Container Element

    ListOfOpportunity_ChannelPartner

    You will use this property as a value for the SiebMsgXmlCollectionElemName attribute.

Extending an Integration Object for the Primary Id Field

This task is a step in Process of Making Siebel CRM Data Available to Add an MVG.

In this topic, you make the Primary Id field available to Siebel CRM Desktop. You make the primary on the opportunity available so that Siebel CRM Desktop can identify the record to display in the opportunity form if the opportunity includes more than one channel partner.

In this example, the Primary Id Field property of the MVG link contains a value. If this property were empty, then you would skip this topic and proceed to Step 1.

To extend an integration object for the Primary Id field

  1. In the Object Explorer, click Integration Object.
  2. In the Integration Objects list, query the Name property for CRMDesktopChannelPartnerIO, and then make sure the Object Locked property contains a check mark.

    You created the CRMDesktopChannelPartnerIO integration object in Step 6.

  3. In the Object Explorer, expand the Integration Object tree, and then click Integration Component.
  4. In the Integration Components list, query the Name property for Opportunity.
  5. In the Object Explorer, expand the Integration Components tree, and then click Integration Component Field.
  6. In the Integration Component Fields list, add a new record with the following values.
    Property
    Value

    Name

    Primary Partner Id

    External Name

    Primary Partner Id

    Length

    15

    Data Type

    DTYPE_ID

    External Data Type

    DTYPE_ID

    External Sequence

    139

    For more information, see Requirements for the Sequence Property.

    XML Sequence

    139

    For more information, see Requirements for the Sequence Property.

    XML Tag

    PrimaryPartnerId

  7. Compile your changes.

    For more information, see Using Siebel Tools.

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