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Synchronizing Siebel Data with ODQ Matching Server Tables

This procedure is a step in Process of Setting Up ODQ Matching Server for Data Matching.

Siebel application account and contact data must be kept in sync with data that is stored in ODQ Matching Server (IIR) tables. This ensures accuracy when populating the match results.

Siebel application integration objects (Account, Contact, and List Mgmt Prospective Contact) are used to send data from the Siebel application to IIR. IIR in turn writes, edits, or deletes records from IIR tables when a record is created, modified, or deleted from the Account, Contact, or Prospect business components.

Siebel application integration objects (Account, Contact, and List Mgmt Prospective Contact) are also used by Siebel Workflows. Workflows are created for loading and sending data according to certain events, and are called when WriteRecord and DeleteRecord events are fired. For this to happen:

• WriteRecord and DeleteRecord events must be created in your Siebel application using the Administration Runtime Events screen, then the Events view.
• Actions (which are attached to the WriteRecord and DeleteRecord events) must be set up in your Siebel application using the Administration Runtime Events screen, then the Action Sets view.

To synchronize your Siebel application data with ODQ Matching Server (IIR) tables, complete the steps in the following procedure.

To synchronize your Siebel application data with ODQ Matching Server tables

1. Set up integration objects (Account, Contact, and List Mgmt Prospective Contact) in your Siebel application.

   This involves importing integration objects, business service, and workflows into Siebel Tools, then compiling them into the srf file as described in Configuring Siebel Tools for ODQ Matching Server.

   1. Verify that appropriate action sets are set up for Account, Contact, and List Mgmt Prospective Contact in your Siebel application by navigating to the Administration - Runtime Events screen, then the Action Sets view.

      NOTE:  When verifying action set setup, make sure that the IDS_URL profile attribute reflects the URL location of IIR.

      For more information about the action sets that must be set up for Account, Contact, and List Mgmt Prospective Contact, see Siebel Business Applications Action Sets.

      For more information about creating action sets, including creating actions for action sets, see Siebel Personalization Administration Guide.

   2. Verify that appropriate run-time events are set up in your Siebel application by navigating to Administration - Runtime Events screen, then the Events view.

      The following table describes the run-time events that must be set up for IIR.

      For more information about run-time events, including how to call a workflow process from a run-time event, see Siebel Business Process Framework: Workflow Guide.

      For more information about associating events with action sets, see Siebel Personalization Administration Guide.

      Object Type	Object Name	Event	Action Set Name
      BusComp	Data Quality Setting	WriteRecord	ISSLoad Account
      BusComp	Data Quality Setting	WriteRecord	ISSLoad Contact
      BusComp	Data Quality Setting	WriteRecord	ISSLoad Prospect
      BusComp	Account	DeleteRecord	ISSSYNC DeleteRecord Account
      BusComp	Contact	DeleteRecord	ISSSYNC DeleteRecord Contact
      BusComp	List Mgmt Prospective Contact	DeleteRecord	ISSSYNC DeleteRecord Prospect
      BusComp	Account	PreDeleteRecord	ISSSYNC PreDeleteRecord Account
      BusComp	Contact	PreDeleteRecord	ISSSYNC PreDeleteRecord Contact
      BusComp	List Mgmt Prospective Contact	PreDeleteRecord	ISSSYNC PreDeleteRecord Prospect
      BusComp	Account	PreWriteRecord	ISSSYNC PreWriteRecord Account
      BusComp	Contact	PreWriteRecord	ISSSYNC PreWriteRecord Contact
      BusComp	List Mgmt Prospective Contact	PreWriteRecord	ISSSYNC PreWriteRecord Prospect
      BusComp	Account	WriteRecord	ISSSYNC WriteRecord Account
      BusComp	Contact	WriteRecord	ISSSYNC WriteRecord Contact
      BusComp	List Mgmt Prospective Contact	WriteRecord	ISSSYNC WriteRecord Prospect
      BusComp	Account	WriteRecordNew	ISSSYNC WriteRecordNew
      BusComp	Contact	WriteRecordNew	ISSSYNC WriteRecordNew
      BusComp	List Mgmt Prospective Contact	WriteRecordNew	ISSSYNC WriteRecordNew
      BusComp	Account	WriteRecordUpdated	ISSSYNC WriteRecordUpdated
      BusComp	Contact	WriteRecordUpdated	ISSSYNC WriteRecordUpdated
      BusComp	List Mgmt Prospective Contact	WriteRecordUpdated	ISSSYNC WriteRecordUpdated

2. Activate the action sets for Account, Contact, and List Mgmt Prospective Contact, as follows:
   1. Navigate to the Administration - Runtime Events screen, then the Action Sets view.
   2. Select the Active checkbox for each Action Set that you want to activate.
   3. Reload the run-time events by clicking Menu, and selecting Reload Runtime Events.