Upgrade Guide for UNIX > Postupgrade Tasks > Postupgrade Tasks for All Environments >

Generating Reporting Relationships

In Release 7.x, there are three visibility hierarchies—position, organization, and access groups. These hierarchies are denormalized and maintained in the table S_PARTY_RPT_REL. These denormalized hierarchies are necessary for executing visibility modes that go up or down a hierarchy. For example:

The generate reporting relationships process rebuilds the denormalized relationships in the S_PARTY_RPT_REL table so that the hierarchical view modes displays the correct information. The basic operation of the function is to empty the S_PARTY_RPT_REL table and then walk through each S_PARTY record to re-create the denormalized hierarchical structures in the table. This process generates a large number of transactions for Siebel Remote users and regional nodes.

NOTE:  This operation is time and cpu/memory intensive. The process may take several minutes, depending on the size and complexity of your organizational structures. You should not perform this when you are running other memory-intensive processes.

The Generate Reporting Relationships process needs to be executed after the upgrade to Release 7.x and whenever the denormalized hierarchy structure (S_PARTY_RPT_REL) becomes out of sync with the data in the normalized tables (S_PARTY). The following situations may cause these tables to become out of sync:

The standard Release 7.x configuration includes the Generate Reporting Relationships feature as a hidden button on the Position List Applet NB. You need to go through Siebel Tools configuration to expose this button.

To expose the Generate Reporting Relationships button

  1. Open Siebel Tools and navigate to the applets folder.
  2. Find and select the "Position List Applet NB" applet record.
  3. Right click on the record and select "Edit Web Layout."
  4. Drag the "GenReportRel" button from the Controls/Columns window into one of the button placeholders in the applet layout (that is, one of the empty "x" placeholders in the blue header area of the applet layout).
  5. Repeat this step for the three different modes (Base, Edit, and Edit List) in which the applet can be displayed. The easiest way to switch between the different modes is to just use the Mode drop-down that appears in the Web Controls toolbar of Siebel Tools. After you have drag-and-dropped the button into all three modes of the applet layout, close the layout editor and save your changes.
  6. Recompile the applet into your existing siebel.srf as used by the Web client.
  7. Launch the Web client or Dedicated Web client using the SRF compiled in the previous step so that the Generate Reporting Relationships button can be invoked.

    NOTE:  Siebel Systems recommends that you do not make this button available in the standard siebel.srf file used by your organization in order to preserve control over who can press this button and when it can be pressed.

To generate reporting relationships

  1. If you have an active Siebel Remote environment, confer with a Siebel Systems Administrator. The Administrator should arrange for the Transaction Processor to be paused before performing this procedure.
  2. Choose Group Administration under Site Map and navigate to the Positions view in the Siebel Web client application. Click the "Generate Reporting Relationships" button in the Position List Applet NB. Please note that generating the reporting relationship may cause a large number of Siebel Remote transactions to be generated.
  3. When this has completed, restart the Transaction Processor.

 Upgrade Guide for UNIX
 Published: 20 October 2003