Bookshelf v7.8.3: Configuration Guidelines

Although the applications are configurable, it is not recommended that you modify the data model itself. Before performing any customization work, review the following best practices.

Guideline on Choosing Where to Transform an Object

When you choose an object to edit, such as a mapping, it is recommended that you change the transformation as close to the source as possible. For example, if you are editing a delete mapping to handle archived records, it is better to edit the Source Qualifier's SQL statement rather than add a filter transformation after the Source Qualifier.

Guidelines on Documenting Changes

It is critical to document your work as you add and change objects in the data warehouse, so that the modifications are available when upgrading to new versions of the Siebel Customer-Centric Enterprise Warehouse. Create a change log to record the object added or modified, the objects it impacts, and a brief description of your task. (See Table 3 for a sample change log.) For example, if you add source tables to a Business Component, record the additional tables in the log as well as their purpose and impact. When upgrading, you can make the decision to add the tables again, or you can identify if the upgrade itself has made the additional tables unnecessary.

Table 3. Sample Change Log
Entry Number	Date Entered	Entered By	Object Type	Description of Change	Status
1	01/03/03	Sara Chin	Session	Modifying the S_M_S_SALES_ORDLNS_LOAD session so that non-booked orders are loaded into the Sales Order Lines table (IA_SALES_ORDLNS). Do this by removing the booking flag filter condition in the following two filter transformations: FIL_SALES_BKGLNS and FIL_SALES_BKGLNS1.	In progress. Assigned to Oscar Tapa.
2	01/04/03	Mike Thomas	Expression transformation	Reset the AP Balance ID for the EXP_SAI_AP_XACTS Expression transformation from GL_ACCOUNT_ID \|\|'~'\|\| VENDOR_SITE_ID \|\|'~'\|\| ORGANIZATION_ID to GL_ACCOUNT_ID \|\|'~'\|\| VENDOR_SITE_ID.	Completed by Joe Kennedy.