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Usage Accelerator Application Integration with Siebel 7.5.3 CRM Application


NOTE:  The following steps are required only if are planning to use the Usage Accelerator in an integrated environment with a Siebel Business application version 7.5.3.

The Usage Accelerator installation process consists of installing the Usage Accelerator application and importing seed data into the transactional database. You install the Usage Accelerator application using the standard Oracle Business Intelligence installer. The installation options that are available to you depend on the license key you enter.

To integrate the Usage Accelerator application

  1. Import repository objects to enable embedded Analytics.

    Use Siebel tools to imports "SRW_753_UA_Integration_objects.sif" file into tools repository.

  2. Lock the following projects:
    • Analytics
    • ERM
    • Siebel Field Service
    • Siebel Marketing Enterprise
    • Siebel Channel
    • Siebel Sales Enterprise
    • Siebel Service Enterprise
    • Siebel Universal Agent

      NOTE:  Do not apply the schema in the transactional database after importing these objects in tools repository. You might see some tables created in this step. These tables would have been applied in the transactional database (for more information, see Updating Siebel Transactional Database Schema Definitions).

  3. Recompile the srf file, as follows:
    1. In Windows Explorer, navigate to \tools\objects\enu, and create a copy of siebel.srf under a different name.
    2. In Oracle's Siebel Tools, navigate to Tools > Compile Projects, and select the Locked Projects radio button.
    3. Under the Siebel Repository, select the new SRF file you created in Step a, and click Compile.

      To see the Usage Accelerator screen in your application, the new SRF file must replace the siebel.srf file you were using.

  4. Confirm the Analytics Server name to run Embedded Analytics.
    1. Log in to the Siebel application as the administrator.
    2. Navigate to Site Map > Administration - Integration > WI Symbolic URL List.
    3. In the Administration - Integration screen, from the visibility filter, select Host Administration.
    4. In the Host Administration list, locate the record Name=[AnalyticsServerName].
    5. Change [AnalyticsServerName] to the name of the machine hosting your Analytics Server.
  5. Import language-independent Siebel seed data, as follows:
    1. Copy the appropriate seed data files:
      Table 98. Seed data files
      File name
      From
      To

      seed_753_UA.dat

      OracleBI\dwrep

      Local machine

      seed_753_<xxx>_UA.inp where xxx corresponds to the database platform you are using

      OracleBI\dwrep

      Local machine

    2. Open a command line, and go to the same directory where you copied the .dat and .inp files.
    3. Replace each of the connection parameters with the values appropriate to your database environment, and then run the appropriate import command from the following table:
      Table 99. Import commands
      Database Platform
      Run Import Command

      Oracle

      $SIEBELSERVERROOT\bin\dataimp /u $UserName /p Oracle $Password /c "$ODBCDataSource" /d $DatabaseOwner /f seed_753_UA.dat /w y /q 100 /h Log /x f /i seed_753_ora_UA.inp /lseed_753_ora_UA.log

      DB2UDB

      $SIEBELSERVERROOT\bin\dataimp /u $UserName /p $Password /c "$ODBCDataSource" /d $DatabaseOwner /f seed_753_UA.dat /w y /q 100 /h Log /x f /i seed_753_db2_UA.inp /lseed_753_db2_UA.log

      MSSQL

      $SIEBELSERVERROOT\bin\dataimp /u $UserName /p $Password /c "$ODBCDataSource" /d $DatabaseOwner /f seed_753_UA.dat /w y /q 100 /h Log /x f /i seed_753_mssql_UA.inp /lseed_753_mssql_UA.log

  6. Associate the new Usage Accelerator responsibilities with the users whom you want to see the Usage Accelerator screen.

    The Usage Accelerator responsibilities are as follows:

    • Usage Accelerator Tracking
    • Usage Accelerator - Sales Rep
    • Usage Accelerator - Sales Manager
    • Usage Accelerator - Sales Executive
    • Usage Accelerator - Administrator

      NOTE:  The first responsibility has to be associated with any transaction application user whom you want to be tracked in the Usage Accelerator reports.

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