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Siebel Customer-Centric Enterprise Warehouse Installation and Configuration Guide
What's New in This Release
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Overview of Installing and Configuring the Siebel Customer-Centric Enterprise Warehouse
Installing the Siebel Customer-Centric Enterprise Warehouse
Initializing and Populating the Siebel Customer-Centric Enterprise Warehouse
Configuring the Siebel Customer-Centric Enterprise Warehouse
Additional Resources
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Planning Your Warehouse Configuration Project
Data Warehouse Configuration Stages
Configurable Objects in the Extract Mapping
Configurable Objects in the Load Mapping
Configurable Objects in the Post-Load Processing Mapping
Configurable Objects in the Reporting Area
About Scoping Your Configuration Project
Gap Analysis
Preparing for Gap Analysis
Beginning Gap Analysis
Roles Involved in the Gap-Analysis Process
Configuration Guidelines
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Installing the Siebel Customer-Centric Enterprise Warehouse Environment
Process of Defining Your Installation Configuration
Determining Configuration Requirements
Gathering PowerCenter Information
Gathering Information About Your Data Warehouse and Staging Tables
Determining Source Requirements
Creating the Database Tables
Process of Installing PowerCenter and the Siebel Customer-Centric Enterprise Warehouse
Installing the Java SDK
Setting the Environment Variable for the Java SDK
Installing PowerCenter
Installing the Siebel Business Analytics Platform
Installing Siebel Customer-Centric Enterprise Warehouse and Enterprise Applications
Moving the Shell Repository File
Process of Creating the Development Repository
Modifying the Rollback Segments
Creating and Configuring an Empty Siebel Business Analytics Repository
Registering Packages for the SAP R/3 Repository
Modifying the PowerCenter Server Configuration
Starting the PowerCenter Server
Importing Application Workflows into the Repository
Backing Up the Development Repository
Moving the Required PowerCenter Server Data Files
Creating the Data Warehouse Schema Control Tables
Deploying Stored Procedures
Creating the Seed Data
Moving the Required Siebel Customer-Centric Enterprise Warehouse Files
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Initializing and Populating the Siebel Customer-Centric Enterprise Warehouse
Loading and Refreshing the Siebel Customer-Centric Enterprise Warehouse
Database Types for Data Warehouse Objects
Modifying the Repository Connections
Optimizing Database Performance
About Working with Workflows
About the Initialization Workflow
Initialization Workflow Files
Loading Your Fiscal Calendar
About the Source-Specific Main Workflows
About Modifying Session Parameters for Initial and Incremental Loads
Configuring the Date Parameters for Parameter Files
Configuring the Database Parameter for the Source System
Configuring the Database Parameter for Post-Load Processing
About Working with Post-Load Processing Workflows
Restarting the Extract, Transform, and Load Process
About Improving the Query Performance of Siebel Customer-Centric Enterprise Warehouse
About Analyzing Data Warehouse Tables for Optimal ETL Performance
About the Table Analyze Utility
Process of Configuring the Table Analyze Utility
Setting the Environment Variable for the JDBC drivers
Setting the Database Connection Information for the Table Analyze Utility
Setting the Program Parameters for the Table Analyze Utility
Moving the Table Analyze Utility Files
Setting the Environment Variable for the OctopusUtils.jar File
Creating the Encrypted Password File for the Table Analyze Utility
Configuring the Table Analyze Utility for UNIX
Running the Table Analyze Utility
About Creating Command Tasks
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Configuring the Siebel Business Analytics Repository for Siebel Customer-Centric Enterprise Warehouse
Configuring the Siebel Business Analytics Repository Connections
Customizing Time Dimensions
Setting Up Additional Time Series Metrics for Siebel Customer-Centric Enterprise Warehouse
Setting Up Additional Dimension Tables for Siebel Customer-Centric Enterprise Warehouse
Merging Siebel Business Analytics Repositories
About Siebel Business Analytics Repository Variables
Web Catalog Configuration Variables
About User Authentication
About the Security or Visibility Configuration
About the Group Variable
About the Period Ago Keys for Siebel Customer-Centric Enterprise Warehouse
About Configuring Usage Tracking for Siebel Customer-Centric Enterprise Warehouse
About the Incremental Deployment of the Siebel Business Analytics Repository
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Deploying Multiple Siebel Customer-Centric Enterprise Warehouse Applications
About Building Multi-Application Workflows for the Siebel Business Analytics
Process of Building Multi-Application Workflows for the Siebel Business Analytics
Creating the Multi-Application Workflow Shell
Creating the Post-Load Processing Initial Workflow
Creating the Post-Load Processing Incremental Workflow
Editing the Nonreusable Worklets
Siebel Business Analytics Workflows and Dependent Worklets
SAP Dimensions Extract Worklet
SAP Dimensions Load Worklet
SAP Facts Extract Worklet
SAP Facts Load Worklet
Oracle 11i Dimensions Extract Worklet
Oracle 11i Dimensions Load Worklet
Oracle 11i Facts Extract Worklet
Oracle 11i Facts Load Worklet
Universal Dimensions Extract Worklet
Universal Dimensions Load Worklet
Universal Fact Extract Worklet
Universal Fact Load Worklet
Post-Load Processing Initial Worklet
Post-Load Processing Incremental Worklet
About Incremental Deployment
Setting Up Incremental Deployment
About Deploying Source Systems with Universal Source Systems for Incremental Deployment
Configuring Mutually Exclusive Source Systems for Incremental Deployment
Configuring Nonmutually Exclusive Source Systems for Incremental Deployment
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Configuring Common Components of the Siebel Customer-Centric Enterprise Warehouse
Configuring Extracts
Disabling Workflow Sessions
Extracting Additional Data
Filtering the Data Extract
Setting Up the Delimiter for Source Files
Configuring Loads
Joining Objects in the Staging Area
Creating a Source Adapter Mapplet
Filtering and Deleting Records
About Primary Extract and Delete Mappings Process
About Working with Primary Extract and Delete Mappings
Configuring Slowly Changing Dimensions
About Identifying Historically Significant Attributes
Type I and Type II Slowly Changing Dimensions
Enabling Type II Slowly Changing Dimensions (SCDs)
About Document, Local, and Group Currencies
Source System Provides Three Currency Amounts
Source System Provides Document Amount, Codes, and Exchange Rates for Local and Group Currencies
Source System Provides the Document Currency Amount
Process for Configuring Currencies
Supplying Document-to-Group and Local-to-Group Currency Exchange Rates
Extracting Exchange Rates from a Custom Table
Configuring the Exchange Rate Type
Configuring Currency Code for Oracle 11i
Handling European Monetary Union (EMU) Currencies
Using the Flat File to Supply EMU Exchange Rates
About the EXP_CURR_CONVERSION_TRANSFORM Expression Transformation to Supply EMU Exchange Rates
About Stored Lookups
Codes Lookup
Configuring Extension Column Code Description Lookups
About Resolving Dimension Keys
Resolving the Dimension Key Using Lookup
Configuring the Dimension Key ID
Configuring Lookup in Additional or Custom Tables
Resolving the Dimension Key Using Database Joins
About Domain Values
About the Domain Value Conversion Process
About the Importance of Domain Values
About Extending the Domain Value Set
Configuring the Domain Value Set with CSV Worksheet Files
Configuring the Domain Value Set Using PowerCenter Designer
Configuring Conformed Dimensions
Configuring Conformed Dimensions for Universal Source
Defining Services at the Package or Component Level
About Cross-Referencing Entities in the Siebel Customer-Centric Enterprise Warehouse
Limiting the Entities Cross-Referenced in IA_XRF_ENTITIES
About Specifying Correct Entity Cross-References in Flat File Uploads
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Configuring Siebel Customer-Centric Enterprise Warehouse for Oracle
Configuring the Group Currency Code for Oracle 11i
About Adding Oracle Flex Fields to the Data Model
Setting the Organization ID
Mapping Source Customer Hierarchies to the Customers Dimension Table
Configuring Product Categories
Modifying the Source ID
Modifying the Last Extract Date
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Storing, Extracting, and Loading Additional Data
Overview of Storing, Extracting, and Loading Additional Data
About Classifying Additional Data
Types of Extension Columns
About Adding More Attributes to the Data Model
Determining the Type of Table to Use for Attributes
Determining the Type of Extension Column to Use for Attributes
Storing Additional Attributes in the Data Warehouse
About Adding More Metrics to the Data Model
Storing Additional Metrics in the Data Warehouse
Adding More Dates to the Data Model
About Integrating Data from Source Systems Without Prepackaged Business Adapters
About Extracting Universal Source Data
Universal Source Flat File Template
Load Process for Universal Source Data
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Integrating Additional Data
Overview of Integrating Additional Data
Table Formats
Fact Table Format
Load Control Table Format for Fact Tables
Dimension Table Format
Load Control Table Format for Dimension Tables
Aggregate Table Format
Incremental Table Format
Staging Table Format
Creating New Tables
Using Existing Tables to Create New Tables
Creating a Profile Table Using Domain Values
Creating New Mappings
Creating an Extract Mapping
Creating a Load Mapping
Creating a Codes Mapping
Creating a Derive Mapping
About Creating and Modifying Business Adapters
Process of Creating and Modifying Business Adapters
Creating a New Business Component
Modifying a Business Component
Creating a New Source Adapter
Modifying Source Adapter Expression Transformations
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Checklist for Configuring Siebel Customer-Centric Enterprise Warehouse Applications
Checklist for Initializing Siebel Customer-Centric Enterprise Warehouse
Checklist for Configuring the Siebel Enterprise Contact Center Analytics
Checklist for Configuring the Siebel Enterprise Sales Analytics
Checklist for Configuring the Siebel Enterprise Workforce Analytics
Checklist for Configuring the Siebel Financial Analytics
Checklist for Configuring the Siebel Strategic Sourcing Analytics
Checklist for Configuring the Siebel Supply Chain Analytics
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Configuring Siebel Enterprise Contact Center Analytics
Overview of Siebel Enterprise Contact Center Analytics
About the Dimension Key Resolution Process for Universal Source
Loading the Dimension Table
Loading the Fact Table
About Configuring the Event Type Columns
About Configuring Contact Status Type Column
Configuring Dates and Times
Setting Up the Representative Activities Table
Setting Up the Contact Representative Snapshot Table
Setting Up the Benchmarks and Targets Table
Configuring Flags for Siebel Enterprise Contact Center Analytics
Excluding Representative Data from the Contact Representative Aggregate Tables for Post-Load Processing
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Configuring Siebel Enterprise Sales Analytics
Overview of Siebel Enterprise Sales Analytics
Process of Configuring Siebel Enterprise Sales Analytics for SAP R/3
Configuring the Booking Flag Calculation in the Sales Order Lines Table
About Tracking Attribute Changes in Bookings
Tracking Multiple Attribute Changes in Bookings
Configuring the Booking Flag Calculation in the Sales Schedule Lines Level
Configuring Early and Late Tolerances for Shipments
Configuring the Sales Invoice Extract
Configuring Order Types for Backlog Calculations
Accounting for Negative Values in Orders, Invoices, and Picks
Configuring the Date Parameters for the SAP R/3 Parameter File
Process of Configuring Siebel Enterprise Sales Analytics for Oracle 11i
Configuring Sales Order Lines Data Storage
About Tracking Attribute Changes in Bookings
Tracking Multiple Attribute Changes in Bookings
Configuring Sales Schedule Lines Data Storage
Configuring Early and Late Tolerances for Shipments
Configuring Sales Invoice Lines Data Storage
Configuring Different Types of Backlog Calculations
Configuring Order Types for Backlog Calculations
Accounting for Negative Values in Orders, Invoices, and Picks
Process of Aggregating Siebel Enterprise Sales Analytics Tables
About Configuring the Sales Invoice Lines Aggregate Table
Configuring the Sales Invoice Lines Aggregate Table
About Configuring the Sales Order Lines Aggregate Table
Configuring the Sales Order Lines Aggregate Table
About Tracking Multiple Products for Siebel Enterprise Sales Analytics
Adding Dates to the Order Cycle Time Table for Post-Load Processing
About Configuring the Backlog Period Date for Siebel Enterprise Sales Analytics
Configuring the Backlog Period Date for Siebel Enterprise Sales Analytics
About the Grain at Which Currency Amounts and Quantities Are Stored
About the Sales Order Dates
Domain Values and CSV Worksheet Files for Siebel Enterprise Sales Analytics
Configuring Siebel Supply Chain Analytics for Siebel Enterprise Sales Analytics
Configuring Siebel Financial Analytics for Siebel Enterprise Sales Analytics
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Configuring Siebel Enterprise Workforce Analytics
Overview of Siebel Enterprise Workforce Analytics
About Configuring Workforce Operations for Oracle 11i
Process of Configuring Workforce Operations for Oracle 11i
Configuring the Employees Dimension for U.S. Statutory Compliance
Configuring the Jobs Dimension for U.S. Statutory Compliance
Enhancing Existing Mappings for U.S. Statutory Compliance
Configuring Address Types for Workforce Profile
Configuring Phone Types for Workforce Profile
Modifying the Derive Flag for Workforce Profile
Modifying the Snapshot Extract Date for Workforce Profile
Process of Configuring Workforce Payroll for Oracle 11i
Modifying the Workforce Payroll Filters
Improving ETL Performance for Workforce Payroll
About Aggregating the Payroll Table for Siebel Enterprise Workforce Analytics
Aggregating the Payroll Table for Siebel Enterprise Workforce Analytics
Domain Values and CSV Worksheet Files for Siebel Enterprise Workforce Analytics
Configuring Domain Values and CSV Worksheet Files for Siebel Enterprise Workforce Analytics
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Configuring Siebel Financial Analytics
Overview of Siebel Financial Analytics
Process of Configuring Siebel Financial Analytics for Oracle 11i
Extracting Data Posted at the Detail-Level for Oracle 11i
Mapping Siebel General Ledger Analytics Account Numbers to Group Account Numbers
Filtering Extracts Based on Set of Books ID for Siebel General Ledger Analytics
Configuring Siebel General Ledger Analytics Transaction Extracts
Configuring General Ledger Cost Of Goods Extract
Configuring the General Ledger Account Hierarchies
Loading Hierarchies for Siebel General Ledger Analytics
Configuring the General Ledger Balance ID
Configuring AP Balance ID for Siebel Payables Analytics
Configuring AR Balance ID for Siebel Receivables Analytics and Siebel Profitability Analytics
Configuring the AR Adjustments Extract for Siebel Receivables Analytics
Configuring the AR Schedules Extract
Configuring the AR Cash Receipt Application Extract for Siebel Receivables Analytics
Configuring the AR Credit-Memo Application Extract for Siebel Receivables Analytics
About the Customer Costs Lines and Product Costs Lines Tables for Siebel Profitability Analytics
Configuring the Customer Costs Lines and Product Costs Lines Tables for Siebel Profitability Analytics
Extract, Transform, and Load for SAP R/3
Fact Table ETL Process for Header-Level Sales Data for SAP R/3
About Fact Table ETL Process for Detail-Level Information for SAP R/3
Siebel General Ledger Analytics Information for Nonsales Transactions for SAP R/3
Process of Configuring Siebel Financial Analytics for SAP R/3
Extracting Data Posted at the Header Level for SAP R/3
Configuring the Group Account Number Categorization for Siebel General Ledger Analytics
Configuring the Transaction Types for Siebel Financial Analytics
Configuring the General Ledger Account Hierarchies
Configuring Hierarchy ID in Source Adapter for Siebel General Ledger Analytics
Configuring the Siebel General Ledger Analytics Balance Extract
Configuring the Siebel Payables Analytics Balance Extract
Configuring the Customer Costs Lines and Product Costs Lines Tables for Siebel Profitability Analytics
Configuring the Siebel Receivables Analytics Balance Extract
About PeopleSoft Trees in Siebel Financial Analytics
Process of Configuring Siebel Financial Analytics for PeopleSoft 8.4
Customizing the PeopleSoft Tree Names
Importing PeopleSoft Trees Into the PowerCenter Repository
Configuring the Group Account Number Categorization for Siebel General Ledger Analytics
Configuring the Primary Ledger Name for Siebel General Ledger Analytics
Configuring the Primary Ledger Name for Siebel Payables Analytics
Configuring the Primary Ledger Name for Siebel Receivables Analytics
Configuring the Primary Ledger Name for Siebel Profitability Analytics
Process of Configuring Siebel Financial Analytics for Post-Load Processing
Configuring Aging Buckets for Siebel Receivables Analytics
Configuring the History Period for the Invoice Level for Siebel Receivables Analytics
Configuring Aging Buckets for Siebel Payables Analytics
Configuring the History Period for the Invoice Level for Siebel Payables Analytics
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Configuring Siebel Strategic Sourcing Analytics
Overview of Siebel Strategic Sourcing Analytics
Process of Configuring Siebel Strategic Sourcing Analytics for Oracle 11i
Configuring the Handling of Currency Types
Configuring the Region Name
Configuring the State Name
Configuring the Country Name
Configuring the Make-Buy Indicator
Extracting Particular Purchase Order Records
Configuring the Purchase Organization Hierarchy
Configuring the Siebel Business Analytics Repository for Siebel Strategic Sourcing Analytics
Process of Configuring Siebel Strategic Sourcing Analytics for SAP R/3
Configuring the Siebel Business Analytics Repository for SAP R/3
Configuring the Date Parameters for the SAP R/3 Parameter File
About Configuring Siebel Strategic Sourcing Analytics for Universal Source
Process of Configuring Siebel Strategic Sourcing Analytics for a Universal Source
Configuring the Preferred Merchant Flag
Configuring the Customer Billable Indicator
Configuring the Receipts Indicator
Configuring Expense Payment Types
Configuring the Default Expense Distribution Percentage
Configuring Lookup Dates for Currency Conversion
Configuring the Siebel Business Analytics Repository for Siebel Strategic Sourcing Analytics
Configuring Expenses for Post-Load Processing
Configuring the Extraction of Invoice Details
Process of Aggregating Siebel Strategic Sourcing Analytics Tables
About Configuring the Purchase Receipts Aggregate Table
Configuring the Purchase Receipts Aggregate Table
About Configuring the Purchase Cycle Lines Aggregate Table
Configuring the Purchase Cycle Lines Aggregate Table
Domain Values and CSV Worksheet Files for Siebel Strategic Sourcing Analytics
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Configuring Siebel Supply Chain Analytics
Overview of Siebel Supply Chain Analytics
Process of Configuring Siebel Supply Chain Analytics for Oracle 11i
Configuring the Bill of Materials Explosion
Configuring the Left Bound and Right Bound Calculation Option
Configuring Quantity Types for Product Transactions
About Configuring the Handling of Currency Types
Configuring the Region Name
Configuring the State Name
Configuring the Country Name
Configuring the Make-Buy Indicator
Process of Aggregating Siebel Supply Chain Analytics Tables
About Configuring the Inventory Balance Aggregate Table
Configuring the Inventory Balance Aggregate Table
About Configuring the Product Transaction Aggregate Table
Configuring the Product Transaction Aggregate Table
About the SAP R/3 Inventory Transfer Process for Siebel Supply Chain Analytics
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