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Siebel Partner Relationship Management Administration Guide > Setting Up Application Services Interfaces > Setting Up ASIs >

Setting Up Opportunity Transfer

To set up real-time opportunity transfer with a partner, you must:

  • Set up the Web services
  • Assign a port to the partner
  • Do the general setup for ASIs

Setting Up Web Services for Opportunity Transfer

To set up the Web services, you must log into Siebel PRM Manager as a user with system administrator privileges. Then, you must set up outbound Web services and set up inbound Web services.

To set up outbound Web services

  1. Navigate to the Site Map > Administration - Web Services screen > Outbound Web Service view.
  2. In the Outbound Web Service list, create a query to display all records with "External Opportunity*" in the Name field.
  3. Select Active in the Status field of all of these records to activate these Web services.
  4. Select the record with the name External Opportunity Create.
  5. In the Service Ports list, click New, and enter the values in the following table in the fields of the new record.
    Field
    Value

    Name

    Enter a name for the port, such as Transfer opportunity.

    Port Type

    Select External Opportunity Create.

    Transport

    Select HTTP.

    Address

    Specify the address or URL of the target system with which you are communicating.

    If you are communicating with another Siebel instance, enter the following:

    http://<machine_address>/eai_<lang>/start.swe?SWEExtSource=WebService&SWEExtCmd=Execute&UserName=<login for that machine>&Password=<password for that machine>

    For the values in angle brackets, use the actual values for your system.

    Protocol

    Select SOAP_RPC_ENCODED.

    Comment

    Enter a comment for your own use.

  6. In the Operation Bindings list, click New, and enter the values in the following table in the fields of the new record.
    Field
    Value

    Operation Name

    Use the list to select ExternalOpportunityCreateExecute.

    Binding Property

    namespace

    Binding Value

    http://siebel.com/asi/
  7. Follow Step 1 through Step 6 to define the service port for External Opportunity Update, with these exceptions:
    1. In the Outbound Web Service list, select External Opportunity Update.
    2. Add a new record in the Service Ports list with the same values you entered for External Opportunity Create, but change the port type value to External Opportunity Update.
    3. Add a new record in the Operation Bindings list with the same values you entered for External Opportunity Create, but change the Operation Name value to ExternalOpportunityUpdateExecute.
  8. Follow Step 1 through Step 6 to define the service port for External Opportunity Query, with these exceptions:
    1. In the Outbound Web Service list, select External Opportunity Query.
    2. Add a new record in the Service Ports list with the same values you entered for External Opportunity Create, but change the port type value to External Opportunity Query.
    3. Add a new record in the Operation Bindings list with the same values you entered for External Opportunity Create, but change the Operation Name value to ExternalOpportunityQueryExecute.
  9. Follow Step 1 through Step 6 to define the service port for External Opportunity Update Response, with these exceptions:
    1. In the Outbound Web Service list, select External Opportunity Update Response.
    2. Add a new record in the Service Ports list with the same values you entered for External Opportunity Create, but change the port type value to External Opportunity Update Response.
    3. Add a new record in the Operation Bindings list with the same values you entered for External Opportunity Create, but change the Operation Name value to ExternalOpportunityUpdateResponseExecute.

NOTE:  Users must activate the workflows before they set up the Inbound Web services, or they cannot select the workflow under the Implementation Name in the Type field. For more information, see Activate Workflows.

To set up inbound Web services

  1. From the Show drop-down list, select Inbound Web Service.
  2. In the Inbound Web Service list, create a query to display all records with "Siebel Opportunity*" in the Name field.
  3. Select Active in the Status field of all of these records to activate these Web services.
  4. Select the record with the name Siebel Opportunity Create.
  5. In the Service Ports list, click New, and enter the values in the following table in the fields of the new record.
    Field
    Value

    Name

    Enter a name for the port, such as Receive opportunity.

    Type

    Click the select icon. In the dialog box, click New and enter the following values in the new record:

    • Implementation Type: Workflow Process
    • Implementation Name: Select Opportunity Sharing Siebel Create
    • Name: Siebel Opportunity Create

    After creating this record, select it as Type.

    Business Service

    Entered automatically when you select the Type.

    Transport

    Select HTTP.

    Address

    Enter http://<your_siebel_server_address>/eai_<lang>/start.swe?SWEExtSource=WebService&SWEExtCmd=Execute&UserName=<login for that machine>&Password=<password for that machine>

    For the values in angle brackets, use the actual values for your system.

    Bindings

    Select SOAP_RPC_ENCODED.

    Comment

    Enter a comment for your own use.

  6. In the Operations list, click New, and enter the values in the following table in the fields of the new record.
    Field
    Value

    Name

    Enter ExternalOpportunityCreateExecute.

    Business Service

    Entered automatically when you create a new operation.

  7. Follow Step 1 through Step 6 to define the service port for Siebel Opportunity Update, with these exceptions:
    1. In the Inbound Web Service list, select Siebel Opportunity Update.
    2. Add a new record in the Service Ports list with the same values you entered for External Opportunity Create, but use the following values for the Type field when you create the new record in the list:
      • Implementation Type: Workflow Process
      • Implementation Name: Select Opportunity Sharing Siebel Update
      • Name: Siebel Opportunity Update
    3. Add a new record in the Operations list with the same values you entered for External Opportunity Create, but change the Name in the Operations list to ExternalOpportunityUpdateExecute.
  8. Follow Step 1 through Step 6 to define the service port for Siebel Opportunity Query, with these exceptions:
    1. In the Inbound Web Service list, select Siebel Opportunity Query.
    2. Add a new record in the Service Ports list with the same values you entered for External Opportunity Create, but use the following values for the Type field when you create the new record in the list:
      • Implementation Type: Workflow Process
      • Implementation Name: Select Opportunity Sharing Siebel Query
      • Name: Siebel Opportunity Query
    3. Add a new record in the Operations list with the same values you entered for External Opportunity Create, but change the Name in the Operations list to ExternalOpportunityQueryExecute.
  9. Follow Step 1 through Step 6 to define the service port for Siebel Opportunity Update Response, with these exceptions:
    1. In the Inbound Web Service list, select Siebel Opportunity Update Response.
    2. Add a new record in the Service Ports list with the same values you entered for External Opportunity Create, but use the following values for the Type field when you create the new record in the list:
      • Implementation Type: Workflow Process
      • Implementation Name: Select Opportunity Sharing Receive Update Response
      • Name: SiebelOpportunityUpdateResponse
    3. Add a new record in the Operations list with the same values you entered for External Opportunity Create, but change the Name in the Operations list to ExternalOpportunityUpdateResponseExecute.

Assigning a Partner Port for Real-Time Opportunity Transfer

To set up real-time opportunity transfer, in addition to setting up inbound and outbound Web services, you must assign a port to the partner.

To assign a port to the partner for real-time opportunity transfer

  1. From the application-level menu, choose Site Map > Administration - Partner screen > Registered Partners view.
  2. In the Partners list, select the partner company.
  3. Click the Integration view tab.
  4. In the Integration list, click New, and use the list to select one of the ports you created for the Outbound Web Services list.
  5. Continue to create a new record in the Integration list for each of the ports you created in the Outbound Web Services list that belongs to this partner.

Additional Setup Tasks

To finish setting up opportunity transfer, you must also complete the tasks described in General Setup for ASIs.

Setting Up the Partner

For testing, you can set up a second system to represent a partner. On the second system, repeat the steps above for setting up the Web services and assigning the port. However, when you assign the port, as the partner, pick the organization that is the brand owner on the first system you set up.

After you have tested opportunity transfer and are ready to use it with actual partners, you must set up outbound ports for every partner to which you plan to transfer.

In the External Opportunity Create Web service, you must create a separate service port for each partner, as described in Setting Up Web Services for Opportunity Transfer. Repeat this process for the rest of the outbound Web services. Then, use the Administration - Partner screen to assign the partner a port, as described in Assigning a Partner Port for Real-Time Opportunity Transfer, where you must add the port with each partner's URL to that partner's integration profile.

In addition, you must talk to your partners to make sure the partners have some structure set up to receive a transfer. You must also make sure that partners have your organization listed as a partner in their own systems and that they have the correct value for the D-U-N-S number.

On your system, there is an Internal DUNS Number System Preference. This has to be changed to match your company's D-U-N-S number.

If your organization expects to receive transfers from partners, you must also make sure those partners are listed as partners and their D-U-N-S numbers are set correctly in your system.

    
Siebel Partner Relationship Management Administration Guide