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Configuring System Publish and Subscribe

The Publish and Subscribe infrastructure provides workflow policies, workflows, and Siebel Universal Customer Master Application messages to publish data records that have been inserted or updated in the Siebel Universal Customer Master Application. The workflow policies track changes to records within the Siebel Universal Customer Master Application and flag them for production; Siebel workflows process the information collected by the workflow policies and guarantee appropriate publication of the changes to subscribed systems; and the messages are predefined and used for the publication of records flagged by the workflow policies.

An external system must be given subscribe privileges to use this feature (See Setting System Privileges for information on system privileges). The following procedures describe:

• Configuring real-time publish and subscribe for a system
• Configuring batch-time publish and subscribe for a system (see To configure batch-time publish and subscribe for a system).

To configure real-time publish and subscribe for a system

1. Navigate to the Administration - Universal Customer Master screen.
2. In the System Registrations list, select the system of interest.
3. From the link bar, select Publish/Subscribe.

   The System Detail form and Publish/Subscribe view appear.

4. Enter the appropriate information in the available fields to define the publish and subscribe privileges for each object in the system.

   Use the following table for information on each of the fields. Make sure to set the Publish Frequency field to real-time.

   Field	Description
   Object Name	An object stored in Siebel Master Data Applications like Contact, Account, Household, and so on.
   Publish Frequency	How often the Siebel Master Data Applications update the system's information for the selected object. Select the real-time value for real-time publish and subscribe functionality. See To configure batch-time publish and subscribe for a system for the daily batch procedure.
   Last Published	The last time the Siebel Master Data Applications published record changes for the selected object to this selected system.
   Start Date	Start date of the publish and subscribe functionality.
   End Date	End date of the publish and subscribe functionality.
   Comment	Comments on the publish and subscribe definition for the selected object of the selected system.

5. Navigate to the Business Process Administration screen, Workflow Processes view.
6. Query for UCM Server Party Package Workflow or a prepared customized workflow.
7. Make sure that decision point in the workflow process is set to true, which routes incoming messages to the UCM Publish/Subscribe Service.

   For detailed information on the Siebel Business Process Designer, see Siebel Business Process Designer Administration Guide.

Figure 11 displays the definition of real-time publish and subscribe capabilities for the example system.

Figure 11.  Defining System Real-time Publish and Subscribe Capabilities

To configure batch-time publish and subscribe for a system

1. Navigate to the Administration - Universal Customer Master screen.
2. In the System Registrations list, select the system of interest.
3. From the link bar, select Publish/Subscribe.

   The System Detail form and Publish/Subscribe view appear.

4. Enter the appropriate information in the available fields to define the publish and subscribe privileges for each object in the system.

   Use the following table for information on each of the fields. Make sure to set the Publish Frequency field to Daily Batch.

   Field	Description
   Object Name	An object stored in Siebel Master Data Applications like Contact, Account, Household, and so on.
   Publish Frequency	How often the Siebel Master Data Applications update the system's information for the selected object. Select the daily batch value for batch-time publish and subscribe functionality. See To configure real-time publish and subscribe for a system for the real-time procedure.
   Publish Time	Selects at which time the update occurs. Only applicable when Publish Frequency is Daily Batch.
   Last Published	The last time the Siebel Master Data Applications published record changes for the selected object to this selected system.
   Start Date	Start date of the publish and subscribe functionality.
   End Date	End date of the publish and subscribe functionality.
   Comment	Comments on the publish and subscribe definition for the selected object of the selected system.

5. Navigate to the Business Process Administration screen, Workflow Processes view.
6. From the menu drop-down list, select New Record. Create a new workflow process with any name, such as UCM Account Dailybatch Publish Workflow, as in the following figure:

   For details on creating workflow processes and the Siebel Business Process Designer, see Siebel Business Process Designer Administration Guide.

7. Configure the CIFAccountDailybatch module as follows:

   Step	Start
   Step	UCM Account Dailybatch
   Business Service	UCM Publish/Subscribe Service
   Method	Publish
   Input Argument	Batch Account Integration Object Name
   Type	Literal
   Value	CIFContacts (as an example)
   Step	End

   The integration object name is configurable. You can enter your preconfigured integration object name that corresponds to UCM Account messages that contain the data hierarchy and field in which you are interested. Similarly, if this is a batch workflow for contact or household, enter the integration object name corresponding to UCM Contact messages or UCM Household messages. Then set the input argument to Batch Contact Integration Object Name or Batch Household Integration Object Name respectively.

   NOTE:  Only one publish message is supported in each workflow for performance. Message size considerations are important as the output of Daily Batch can be large.

8. Configure a repeated component server task to trigger the UCM Batch Workflow on a batch-time basis using the following procedure. See Siebel System Administration Guide for detailed information on this process.
   1. Navigate to the Administration - Server Management screen.
   2. From the link bar, click Jobs.
   3. Select the Job Detail view tab and click New.
   4. In the Job Detail form, enter the following information in the available fields:

      Field	Value
      Component/Job	Workflow Process Batch Manager.
      Scheduled Start	Scheduled start date and time of the component job.
      Expiration	Date at which the component job is no longer valid.
      Requested Server	Siebel
      Request Key	Set if you want to target a component or repeating component job to a specific instance of the server component identified by the request key. In all other situations, keep this field blank.
      Delete Interval	Set with Delete Unit field, this field determines the length of time before the component job is deleted. If not updated, this field defaults to 1.
      Delete Unit	Set with Delete Interval field, this field determines the length of time before the component job is deleted. If not updated, this field defaults to Weeks.
      Repeating?	Check this box to make the component job a repeating component job.
      Repeat Unit	Set with Repeat Interval field, this field determines the length of time before the component job repeats.
      Repeat Interval	Set with Repeat Unit field, this field determines the length of time before the component job repeats.
      Repeat From	Actual Start.
      Repetitions	Number of times the component job repeats.

      NOTE:  The Actual Start value indicates that after you submit the service request, the workflow is triggered immediately based on UTC time.

   5. In the Job Parameters form, click New.
   6. Enter the following information in the parameter columns:

      Field	Value
      Name	Workflow Process Name
      Value	The name of the workflow you used for dailybatch publish, such as UCM Account Dailybatch Publish Workflow

Figure 12 displays the definition of batch-time publish and subscribe capabilities for the example system.

Figure 12.  Defining System Batch-time Publish and Subscribe Capabilities