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Siebel Partner Relationship Management Administration Guide > Partner Programs Administration > About Eligibility Administration >
Using Analytics Data Load
Eligibility lists for partner programs can be created using Siebel Analytics Data Load and then imported into Siebel OLTP. Figure 27 shows the partner program load data flowchart.
Figure 27. Partner Program Load Data Flow
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In the Partner Program Data Load workflow, there is a step called Analytics Data Load. It has an input property called MaxErrors. Default value for this parameter is 1. If there is an error during data load, the job is terminated. It is possible to change this input property on the workflow. If the value is increased to 100, then 100 data load errors are ignored. A Refresh of the eligibility list can be scheduled at particular intervals, for example, hour/day/month. For information on creating a refresh schedule, see Creating a Refresh Schedule. Siebel Analytics Setup Workflow
The following is the workflow for using the Analytics Report.
- Activate related workflows.
- Navigate to Site Map > Administration- Business Process screen > Workflow Deployment view > Repository Workflow Processes applet.
- Activate version ZERO of the following list of workflows and restart the Workflow Process Manager Component.
- Workflow Name: Partner Program Data Load Group: Marketing
- Workflow Name: Import Marketing Contact Group: Marketing
- Make sure Workflow Process Manager is running.
- Navigate to Site Map > Administration - Server Management screen > Components view and query for Workflow Process Manager.
One record is returned with Component Status = Online
- Update the location of Marketing File System.
- Navigate to Site Map > Administration - Server Configuration screen > Servers view > Components view.
- Query for Workflow Process Manager and then select it.
- Go to the Parameters tab in the next applet.
- Query for Marketing File System and change the value to the file system location of the machine where the Analytics Server is installed.
- If necessary, update the User Id and Password for the Default Analytics Web Server.
- Navigate to Site Map > Administration - Partner screen > Servers view.
- Query for Default Analytics Web Server.
- Update the User Id and Password.
- Update the Web services setup.
- Navigate to Site Map > Administration - Web Services screen > Outbound Web Services view and then query for Name = "*Service".
- In Service Ports list, change the first part of the address (the default value is CHANGEME) to match the server name and domain of your Siebel Analytics Web Server.
This address should be the full path name. For example, if the server name is MyServer1, the full address for the JobManagementService is:
- http://MyServer1/analytics/saw.dll?Soaplmpl=jobManagementService.
- Repeat Step a and Step b for the records in the Service Ports applet for the SAWSessionServiceSoap and WebCatalogServiceSoap Web Services.
- SAWSessionServiceSoap: http://MyServer1/analytics/saw.dll?Soaplmpl=nQSessionService
- WebCatalogServiceSoap: http://MyServer1/analytics/saw.dll?Soaplmpl=webCatalogService
- In the Outbound Web Services applet, click Clear Cache.
You do not need to restart the Siebel Server for this change to be effective.
Setting Up a Siebel Analytics Report
It is important that the Analytics Report setup is completed and configured properly before you use it to create an eligibility list. Use the following procedure to create an Analytics Report. To create an Analytics Report
- Connect to the marketing analytics URL (http://My Server1/analytics) and log in.
- Click Marketing on the Dashboard and then click Create a List Format to enter the start page of List formats.
- In the List Subject area, select Marketing Account List.
The Marketing Account List catalog displays in the left panel.
- Select the Accounts (Transaction Database) folder in the catalog panel on the left.
- Select the ROW_ID column.
- Select the Partner Flag column.
- Apply a filter (Partner Flag = 'Y') on this column.
- Remove the Partner Flag column.
- Select columns where certain query criteria are required. Apply the filters and then remove the columns.
- Select any two columns from any folder and apply formatting to these two columns with parameterized values which are used for the PPR Partner Program Partner Integration business component and the Partner Program Data Load workflow.
- Format the first column as:
- Table Heading: PPR Partner Program Partner Integration
- Column Heading: Prog Id
- Column Formula: '@{partnerProgramID}{0}
- Format the second column as:
- Table Heading: PPR Partner Program Partner Integration
- Column Heading: Type
- Column Formula: '@{eligiblePartnerListType}{0}'
- Navigate to the Options tab and select:
Purpose = Analytics Data Load
- Navigate to the Header and Footer tab and enter the header text as the following:
# Channel Partner
#
- Navigate to Options tab and set these attributes:
- Purpose = Analytics Data Load
- Delimited (checked)
- End of Field Delimiter = Comma
- Text Qualifier = " "
- Save this report in a chosen folder.
- To preview the list, click the Preview tab. To set up this preview functionality:
- Log in to the machine where Analytics Web (SAW) is installed
- Modify the MarketingPreviewPath in instanceconfig.xml which is located at D:\<Analytics Server directory>\Web\config
- Modify the MarketingPreviewPath in instanceconfig.xml which is located at [Install_Drive]:\<Analytics Data directory>\Web\config
- Restart the SAW service
Below is a sample list you will see:
# Channel Partner
#Channel Partner.Name,Channel Partner.Location,PPR Partner Program Partner Integration.Prog Id,PPR Partner Program Partner Integration.Type
Active Systems,HQ,0,0
Active Systems - Americas,HQ,0,0
Asyrex Technologies,HQ,0,0
Avaya Communications,HQ,0,0
CKS Software,HQ,0,0
Dun & Bradstreet,HQ,0,0
Illuminent Technologies,HQ,0,0
Impatica,HQ,0,0
International Software Solutions,HQ,0,0
Lawson Utility,HQ,0,0
Lexis Nexis,HQ,0,0
Outtask,HQ,0,0
PCVista,HQ,0,0
Puma Technology, Inc.,HQ,0,0
SKF,HQ,0,0
Vertica Partners,HQ,0,0
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