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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 flags 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 System Privileges for information on system privileges). The following procedures describe:

To configure real-time publish and subscribe for a system

  1. Navigate to the Customer Information File Administration screen.
  2. In the Systems Registrations list, select the system of interest.
  3. From the Show drop-down list, select System Privileges.
  4. The System Detail and System Publish/Subscribe tabs appear.

  5. 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.
  6. Field
    Description
    Object Name
    An object stored in Siebel UCM Applications like a Contact, Account, Household, and so on.
    Publish Frequency
    How often the Siebel UCM 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 UCM Applications publish 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.

  7. Navigate to the Business Process Administration screen, Workflow Processes view.
  8. Query for CIF Server Party Package Workflow or a prepared customized workflow.
  9. Make sure that decision point in the workflow process is set to true, which routes incoming messages to the FINS CIF 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

Click for full size image

To configure batch-time publish and subscribe for a system

  1. Navigate to the Customer Information File Administration screen.
  2. In the Systems Registrations list, select the system of interest.
  3. From the Show drop-down list, select System Privileges.
  4. The System Detail and System Publish/Subscribe tabs appear.

  5. 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.
  6. Field
    Description
    Object Name
    An object stored in Siebel UCM Applications like a Contact, Account, Household, and so on.
    Publish Frequency
    How often the Siebel UCM 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 UCM Applications publish 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.

  7. Navigate to the Business Process Administration screen, Workflow Processes view.
  8. Click the menu button and then New Record. Create a new workflow process with any name, such as CIF Account Dailybatch Publish Workflow, see Figure 12. For details on creating workflow processes and the Siebel Business Process Designer, see Siebel Business Process Designer Administration Guide.
  9. Figure 12. CIF Account Dailybatch Publish Workflow

    Click for full size image

  10. Configure the CIFAccountDailybatch module as follows:
  11. Step

    Start

    Step

    CIF Account Dailybatch

    Business Service

    FINS CIF 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 CIF 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 CIF Contact messages or CIF 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.

  12. Configure a repeated component server task to trigger the CIF Batch Workflow on a batch-time basis using the following procedure. See Siebel Server Administration Guide for detailed information on this process.
    1. Navigate to the Server Components Request screen, My Repeating Component Requests view.
    2. From the Repeating Components Request list, click the menu button and then New Record.
    3. In the My Repeating Component Request form, enter the following information in the available fields:
    4. Field
      Value
      Component/Job
      Workflow Process Batch Manager
      Server
      Siebel
      Repetitions
      Based on your configuration
      Repeat Intervals
      Based on your configuration
      Repeat Unit
      Based on your configuration
      Repeat From
      Actual Start

      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 Component Request Parameters form, click the menu button and then New Record.
    6. Enter the following information in the parameter columns:
    7. Field
      Value
      Name
      Workflow Process Name
      Value
      The name of the workflow you used for dailybatch publish, such as CIF Account Dailybatch Publish Workflow

Figure 13 displays the definition of batch-time publish and subscribe capabilities for the example system.

Figure 13. Defining system batch-time publish and subscribe capabilities

Click for full size image


 Siebel Universal Customer Master Applications Reference for Industry Applications
 Published: 18 April 2003