Siebel CRM Desktop for Microsoft Outlook Administration Guide > Customizing Siebel CRM Desktop > Process of Adding an MVG Field >
Process of Making Siebel CRM Data Available to Add an MVG
This task is a step in Process of Adding an MVG Field. To make Siebel CRM data available to add an MVG, you do the following:
- Creating an Integration Object for the Channel Partner MVG
- Creating an Integration Component for the Channel Partner MVG
- Extending an Integration Object for the Primary Id Field
This topic describes how to make certain Siebel CRM data available to Siebel CRM Desktop. Some Siebel CRM data is available without customize Siebel CRM Desktop, such as opportunities, accounts, and contacts. Other Siebel CRM data is not available. For example, if your implementation requires Channel Partner data, then you must configure integration objects to make this data available to Siebel CRM Desktop. Creating an Integration Object for the Channel Partner MVG
This task is a step in Process of Making Siebel CRM Data Available to Add an MVG. In this topic, you create a new integration object that makes the channel partner data available to the EAI Siebel Adapter. The work you perform in this topic allows the PIM Client Sync Service business service to access channel partner data. For more information, see Siebel Enterprise Components That Siebel CRM Desktop Uses. To create an integration object for the channel partner MVG
- In Siebel Tools, choose the File Menu, and then the New Object menu item.
- Click the EAI tab, click Integration Object, and then click OK.
- In the Integration Object Builder Dialog box, choose values for the following items, and then click Next.
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Project |
Choose a project. It is recommended that you create a separate project for any customizations you make to Siebel CRM Desktop. For example, use a project named Siebel CRM Desktop. |
Business Service |
EAI Siebel Wizard |
- Choose values for the following items, and then click Next.
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Source Object |
Channel Partner |
Source Root |
Channel Partner |
Integration Object Name |
CRMDesktopChannelPartnerIO |
- Expand the Channel Partner tree, choose the integration components you must include with this integration object, and then click Next.
As the default, Siebel Tools includes a check mark for each integration component. For this example, accept the default.
- Click Next and then click Finish.
- Examine the properties of the integration object you created in Step 6:
- In the Object Explorer, click Integration Object, query the Name property for CRMDesktopChannelPartnerIO, and then note the following property.
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External Name |
Channel Partner You will use this property as a value for the IntObjName attribute. |
- In the Object Explorer, expand the Integration Object tree, and then click Integration Object Component.
- In the Integration Object Components list, query the Name property for Channel Partner, and then note the following properties.
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XML Tag |
ChannelPartner You will use this property as a value for the SiebMsgXmlElemName attribute. |
XML Container Element |
ListOfChannelPartner You will use this property as a value for the SiebMsgXmlCollectionElemName attribute. |
Creating an Integration Component for the Channel Partner MVG
This task is a step in Process of Making Siebel CRM Data Available to Add an MVG. In this topic, you add a channel partner integration component as a child of the integration object that Siebel CRM Desktop uses for opportunities. This allows Siebel CRM Desktop to query the channel partners that are associated with the opportunities for a user. To create an integration component for the channel partner MVG
- In Siebel Tools, display the object type named Integration Object.
For more information, see Displaying Object Types in Siebel Tools.
- In the Object Explorer, click Integration Object.
- In the Integration Objects list, query the Name property for CRMDesktopOpportunityIO, and then make sure the Object Locked property contains a check mark.
Siebel CRM Desktop adds the CRMDesktopOpportunityIO integration object to the repository when you install Siebel CRM Desktop on the Siebel Server. You must install Siebel CRM Desktop before you can complete this task.
- In the Object Explorer, expand the Integration Object tree, and then click Integration Component.
- In the Integration Components list, add a new record with the following values.
- In the Object Explorer, expand the Integration Component tree, and then click Integration Component Field.
- In the Integration Component Fields list, add new records with the following values.
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IsPrimaryMVG |
DTYPE_TEXT |
1 |
Location |
DTYPE_TEXT |
50 |
Organization BU Name |
DTYPE_TEXT |
50 |
Partner |
DTYPE_TEXT |
100 |
Partner Id |
DTYPE_Id |
30 |
Partner Status |
DTYPE_TEXT |
30 |
operation |
DTYPE_TEXT |
30 |
searchspec |
DTYPE_TEXT |
250 |
- In the Object Explorer, click Integration Component Key.
- In the Integration Component Keys list, add new records with the following values.
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Modification Key |
1 |
Modification Key |
Primary Key |
1 |
User Key |
Status Key |
1 |
Status Key |
- In the Object Explorer, click Integration Component User Prop.
- In the Integration Component User Props list, add new records with the following values.
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MVGAssociation |
Y |
MVGLink |
Channel Partner |
- Compile your changes.
For more information, see Using Siebel Tools.
- In the Object Explorer, click Integration Component, and then note the following properties of the integration component that you added in Step 5. You use these values when you modify the metadata for the customization package.
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Parent Name |
CRMDesktopOpportunityIO You will use this property as a value for the IntObjName attribute. |
XML Tag |
Opportunity_ChannelPartner You will use this property as a value for the SiebMsgXmlElemName attribute. |
XML Container Element |
ListOfOpportunity_ChannelPartner You will use this property as a value for the SiebMsgXmlCollectionElemName attribute. |
Extending an Integration Object for the Primary Id Field
This task is a step in Process of Making Siebel CRM Data Available to Add an MVG. In this topic, you make the Primary Id field available to Siebel CRM Desktop. You make the primary on the opportunity available so that Siebel CRM Desktop can identify the record to display in the opportunity form if the opportunity includes more than one channel partner. In this example, the Primary Id Field property of the MVG link contains a value. If this property were empty, then you would skip this topic and proceed to Step 1. To extend an integration object for the Primary Id field
- In the Object Explorer, click Integration Object.
- In the Integration Objects list, query the Name property for CRMDesktopChannelPartnerIO, and then make sure the Object Locked property contains a check mark.
You created the CRMDesktopChannelPartnerIO integration object in Step 6.
- In the Object Explorer, expand the Integration Object tree, and then click Integration Component.
- In the Integration Components list, query the Name property for Opportunity.
- In the Object Explorer, expand the Integration Components tree, and then click Integration Component Field.
- In the Integration Component Fields list, add a new record with the following values.
- Compile your changes.
For more information, see Using Siebel Tools.
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