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

Setting Up Opportunity Transfer

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

Setting Up Web Services for Opportunity Transfer

To set up the Web services, you must log into Siebel Partner 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. From the application-level menu, choose View > Site Map > Web Service Administration > Outbound Web Service.
  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 following values in the fields of the new record.

    6. 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 you are communicating with.
    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.
    Comment
    Enter a comment for your own use.

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

    7. Field
    Value
    Operation Name
    Use the picklist to select ExternalOpportunityCreateExecute.
    Binding Property
    Namespace
    Binding Value
    http://siebel.com/asi/

  7. In the same way, define the service port for External Opportunity Update:
    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 except that the value for port type is External Opportunity Update.
    3. Add a new record in the Operation Bindings list with the same values you entered for External Opportunity Create except that the value for the Operation Name is ExternalOpportunityUpdateExecute.
  8. In the same way, define the service port for External Opportunity Query:
    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 except that the value for port type is External Opportunity Query.
    3. Add a new record in the Operation Bindings list with the same values you entered for External Opportunity Create except that the value for the Operation Name is ExternalOpportunityQueryExecute.
  9. In the same way, define the service port for External Opportunity Update Response:
    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 except that the value for port type is External Opportunity Update Response.
    3. Add a new record in the Operation Bindings list with the same values you entered for External Opportunity Create except that the value for the Operation Name is ExternalOpportunityUpdateResponseExecute.

NOTE:  Users must activate the workflows before they set up the Inbound Web services, or else they will not be able to 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 following values in the fields of the new record.

    6. 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.
    Comment
    Enter a comment for your own use.

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

    7. Field
    Value
    Name
    Enter ExternalOpportunityCreateExecute.
    Business Service
    Entered automatically when you create a new operation.

  7. In the same way, define the service port for Siebel Opportunity Update:
    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 except that you should use the following values when you create the new record in the picklist for the Type field:
      • 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 except that the Name in the Operations list is ExternalOpportunityUpdateExecute.
  8. In the same way, define the service port for Siebel Opportunity Query:
    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 except that you should use the following values when you create the new record in the picklist for the Type field:
      • 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 except that the Name in the Operations list is ExternalOpportunityQueryExecute.
  9. In the same way, define the service port for Siebel Opportunity Update Response:
    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 except that you should use the following values when you create the new record in the picklist for the Type field:
      • 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 except that the Name in the Operations list is ExternalOpportunityUpdateResponseExecute.

Assigning the Partner a Port

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

To assign the partner a port

  1. From the application-level menu, choose View > Site Map > Partner Administration > Registered Partners.
  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 picklist 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 you plan to transfer to.

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. You must also repeat this process for the rest of the outbound web services.

Then, when you use the Partner Administration screen to assign the partner a port, as described in Assigning the Partner a Port, you must make sure to 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 DUNS number.

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

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


 Siebel Partner Relationship Management Administration Guide 
 Published: 18 April 2003