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Siebel Enterprise Integration Manager Administration Guide > Importing Data > Special Considerations for Imports >
Importing Positions and Employees
You should import or update positions by using the Position Administration view. The Position Administration view automatically maintains the internal organization hierarchy incrementally as you change your organization's position hierarchy, minimizing transaction volume and therefore improving the performance of Siebel Remote. For more information on using the Position Administration view, see Siebel Applications Administration Guide.
If you would rather modify your organization structure by importing or updating positions using EIM, you must generate reporting relationships after running EIM to maintain organization relationships. If you do not generate reporting relationships, then incomplete or inaccurate data will be displayed in views involving employees or positions. For example, the My Team View will fail to display all positions on the team.
NOTE: If you are importing positions using EIM, you must check for duplicate reporting relationships. Make sure that no positions report directly to themselves (PAR_POSTN_ID=ROW_ID). Before importing, search for this condition and correct it. If you import a record with this condition, you will get an error when you click Generate Reporting Relationships after the import.
To activate position hierarchy, see Activating Position Hierarchy. To generate reporting relationships, see Generating Reporting Relationships.
NOTE: EIM does not support importing Multiple Organization Visibility organizations. You cannot import this type of organization using the EIM_ORG_INT interface table or S_ORG_INT base table. EIM does support importing divisions that are not Multiple Organization Visibility Organizations.
To import employees and positions
- Before importing employees and positions, make sure that the Position and Department columns in the Employee table contain the correct data, as follows:
- Data from the Hire Date column in the Employee table matches the data from the Emp_Start_Date column in the Position table.
- Data from the Position Start Date column in the Employee table matches the data from the Position Start Date column in the Position table.
- Position table contains the logons of all employees.
- Data from the Employee Hire Date column in the Position table matches the data from the Hire Date column in the Employee table.
- Import the Employee table.
You should import the Employee table first, because EIM searches for the foreign key of the Position table during its import and update of the Employee table.
NOTE: If you are importing employees and positions with S_CONTACT.PR_HELD_POSTN_ID and S_POSTN.PR_EMP_ID set as primary columns, import the Position table first. See To import employees and positions with S_CONTACT.PR_HELD_POSTN_ID and S_POSTN.PR_EMP_ID as primary columns.
- Import the Position table.
If you want to import employees and positions using EIM and you also want to set the following primary columns:
To import employees and positions with S_CONTACT.PR_HELD_POSTN_ID and S_POSTN.PR_EMP_ID as primary columns
- Import the Position table using the EIM_POSITION interface table.
- Import the Employee table, associate positions, and set the primary held position (S_CONTACT.PR_HELD_POSTN_ID) with the use of the MISC SQL parameter.
- Set the primary employee of Position (S_POSTN.PR_EMP_ID) by using the EIM_POSITION table and the MISC SQL parameter.
Activating Position Hierarchy
After importing or merging positions using EIM, or after merging positions through the user interface, it is necessary to generate reporting relationships to populate or rebuild S_POSTN_RPT_REL (for versions prior to 6.x) or S_PARTY_PER (for version 7.x or later). This happens automatically when you insert positions using the user interface.
NOTE: For customers using the Siebel Financial Services application, the relationship of party entities is stored in S_PARTY_RPT_REL.
From Siebel 98 (Version 4) and later, the Generate Reporting Relationships button is no longer exposed by default. To expose this button, follow the instructions in Exposing the Generate Reporting Relationships Button for Versions Prior to 6.x or Exposing the Generate Reporting Relationships Button for Versions 7.x and Later, depending on the version number of the application you are using.
Exposing the Generate Reporting Relationships Button for Versions Prior to 6.x
In Siebel Tools, there are two places where you can expose the Generate Reporting Relationships button:
To expose the Generate Reporting Relationships button
- Log in to Siebel Tools.
- Open the Siebel repository.
- Select the View QBE.
- Select Internal Division or Organization Chart (depending on which place you chose to expose this button).
- Lock the project.
- Populate sectors 6 and 7 with Position List Applet (for Internal Division) or sectors 4, 5, 6, and 7 (if you chose Organization Chart).
- Compile the locked project and distribute new SRF files to users who need to perform this function.
After exposing the Generate Reporting Relationships button, you can test it by generating reporting relationships. See Generating Reporting Relationships.
Exposing the Generate Reporting Relationships Button for Versions 7.x and Later
The Generate Reporting Relationships process needs to be executed after upgrading to version 7.0. For more information, see the section on post-upgrade tasks for the production environment in the upgrade guide for the operating system you are using. You also need to execute this process whenever the denormalized hierarchy structure (S_PARTY_RPT_REL) becomes unsynchronized with the data in the normalized tables (S_PARTY).
The following situations can cause these tables to become unsynchronized:
- After upgrading to version 7.0, the organizational hierarchy (even if there is only one organization) must be established to maintain appropriate visibility in the views mentioned previously.
- When you use EIM to import or update any of the hierarchies (positions, organizations, or access groups).
Generating Reporting Relationships
If you want to modify your organization structure by importing or updating positions using EIM, you must generate reporting relationships after running EIM to maintain organization relationships. Before generating reporting relationships, you must first activate position hierarchy by completing the procedure in Activating Position Hierarchy.
For best performance, complete all organization changes before generating reporting relationships, because this operation generates a high number of transactions for mobile users. This operation generates reporting relationships for all organizations and divisions regardless of the organization or division you have selected in the GUI. For more information on organization administration, see the Siebel Applications Administration Guide.
NOTE: If you have mobile users, stop the Transaction Processor before clicking Generate Reporting Relationships. This is necessary because generating the reporting relationships can cause a large number of Siebel Remote transactions to also be generated.
To generate reporting relationships
- Navigate to Group Administration > Positions.
- In the Positions list applet, click Generate Reporting Relationships.
- Click OK.
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Siebel Enterprise Integration Manager Administration Guide
Published: 05 January 2004