Siebel Business Analytics Applications Installation and Administration Guide


What's New in This Release


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Overview of Analytics Product Licensing

Analytics Product Licensing


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Overview of Siebel Data Warehouse

Siebel Data Warehouse Overview

Siebel Data Warehouse Architecture

Siebel Data Warehouse Architecture Components

About the Data Warehouse Application Console

About DAC Repository Objects

About the DAC Process Life Cycle


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Preinstallation Considerations for Analytics Applications

Siebel Data Warehouse Deployment Configuration

Operating System, Driver, and Connectivity Requirements for Siebel Data Warehouse

General Guidelines for Setting Up Siebel Data Warehouse

IBM DB2 UDB-Specific Database Guidelines for Siebel Data Warehouse

IBM DB2 UDB zOS and OS/390-Specific Database Guidelines for Siebel Data Warehouse

Oracle-Specific Database Guidelines for Siebel Data Warehouse

Additional Suggestions for Optimizing Oracle Performance in Siebel Data Warehouse

SQL Server-Specific Database Guidelines for Siebel Data Warehouse

Teradata-Specific Database Guidelines for Siebel Data Warehouse

Deploying Siebel Data Warehouse in Latin-1 General, Unicode and Non-English Environments

Code Page Overview

Source and Data Warehouse Code Pages for Latin-1 General (7-bit ASCII) to Latin-1 General (7-bit ASCII)

Source and Data Warehouse Code Pages for Latin-1 General (8-bit ASCII) to Latin-1 General (8-bit ASCII)

Source and Data Warehouse Code Pages for Unicode to Unicode

Source and Data Warehouse Code Pages for Code Page to Unicode

Source and Data Warehouse Code Pages for Code Page to Code Page

Setting the NLS_LANG Environment Variable for Oracle Databases

Setting the DB2CODEPAGE Environment Variable for DB2 Databases


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Installing and Configuring Analytics Applications on Windows

Analytics Applications Installation Overview

Analytics Applications Installation and Configuration Flow

Analytics Applications Installation and Configuration Process Task List

Running the Analytics Applications Installation Wizard (Windows)

Running the Informatica PowerCenter Installation Wizard (Windows)

Installing the Informatica Patches on Windows

Setting Informatica Data Code Pages Validation

Installing the Java SDK

Configuring the DAC Client

Configuring the DAC Config.bat File

Installing JDBC Drivers for DAC Database Connectivity

Creating the DAC Metadata Repository

Configuring the DAC Metadata Repository

Setting Up DAC System Properties

Creating ODBC Database Connections

Creating Transactional and Data Warehouse Database Connections

Registering Informatica Servers in the DAC Client

Configuring Email Recipients in the DAC Client

Activating Join Indices for Teradata Databases

Configuring the Siebel Data Warehouse Database

Creating the SSE Role

Creating Data Warehouse Tables

Creating and Dropping Data Warehouse Tables on a Teradata Database

Setting Up the Informatica Server

Setting Environment Variables on Windows

Copying Database Parameter Files

Copying Teradata Loader Control Files

Creating, Restoring, and Configuring the Informatica Repository

Setting Up the Informatica Repository Server

Starting the Informatica Repository Server

Creating or Restoring the Informatica Repository

Dropping the Informatica Repository (Optional)

Registering the Informatica Repository Server in Repository Server Administration Console

Pointing to the Informatica Repository

Configuring the Informatica Repository in the DAC

Configuring the Informatica Repository in Workflow Manager

Setting the Code Page File Property for Unicode Environments on Teradata Databases

Setting Up the HOSTS File for Teradata Installations on Windows

Verifying the Informatica Repository Configuration

Starting the Informatica Server

Setting DAC ETL Preferences

Configuring the DAC Server

Configuring the Connection between the DAC Server and DAC Repository

Configuring Email in the DAC Server (Optional)

Updating Siebel Transactional Database Schema Definitions

Backing Up the Siebel Repository

Importing the SIF File into the Siebel Transactional Database

Verifying the SIF Patch Application

Creating Delete Triggers

Creating Siebel Stored Procedures for DB2-UDB

Teradata-Specific Installation and Configuration Checklist (Windows)


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Installing and Configuring Analytics Applications on UNIX

Overview of Deploying Analytics Applications on UNIX

Analytics Applications Installation and Configuration Process on UNIX

Installing Analytics Applications on UNIX

Installing and Configuring the Informatica Repository Server on UNIX

Installing and Configuring the Informatica Server on UNIX

Updating the Informatica License Files on UNIX

Installing the Informatica Patches on UNIX

Creating Database Connections for Teradata Installations

Setting Environment Variables for the Informatica Server on UNIX

Setting Up the HOSTS File for Teradata Installations on UNIX

Starting the Informatica Repository Server on UNIX

Stopping the Informatica Repository Server on UNIX

Configuring the DAC Server on UNIX

Starting the Informatica Server on UNIX

Stopping the Informatica Server on UNIX

Starting the DAC Server on UNIX

Stopping the DAC Server on UNIX

Teradata-Specific Installation and Configuration Checklist for UNIX


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DAC Quick Start

DAC Licensing Options in Siebel Data Warehouse 7.7.1

Navigating the DAC User Interface

Main Toolbar of the DAC

DAC Toolbars and Right-Click Menu Commands

DAC Tools Menu

DAC Server Monitor Icon

DAC Navigation Tree

DAC Editable Lists

Logging In to the DAC

Tailoring Execution Plans for Your Needs

Pruning Execution Plans in the DAC

Pruning Subject Areas in the DAC

Pruning Table Groups in the DAC

Pruning Tasks and Dependencies in the DAC

Disabling DAC Repository Entities

Using the DAC Preview Functionality to View Tasks and Dependencies

Distributing DAC Metadata

Using the DAC Query Functionality

DAC Query Commands and Operators

DAC Query Examples

Common DAC Query Procedures

Executing an ETL with the DAC

Running the DAC Server Automatically

Overview of Command Line Access to the DAC Server

Setting Up Command Line Access to the DAC Server

Using the Command Line to Access the DAC Server

Handling ETL Failures with the DAC

Using the Change Capture Filter

Comparing and Merging DAC Repositories

DAC Common Tasks

Replacing an Informatica Workflow with a Custom SQL File

Determining the Informatica Server Maximum Sessions Parameter Setting

Determining the Number of Transactional and Data Warehouse Database Connections

Running Two DAC Servers on the Same Machine

Tracking Deleted Records

Customizing Index and Analyze Table Syntaxes


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DAC Functional Reference

About the DAC Design View

About the DAC Execution Plans Tab

About the DAC Subject Areas Tab

About the DAC Table Groups Tab

About the DAC Tables Tab

About the DAC Indices Tab

About the DAC Task Definitions Tab

Using SQL Files as an Execution Type in the DAC

About the DAC Setup View

About the DAC System Properties Tab

About the DAC Informatica Servers Tab

About the DAC Database Connections Tab

About the DAC Email Recipients Tab

About the DAC Execute View

About the DAC Execution Plans (Read Only) Tab

About the DAC Current Run Tab

About the DAC Run History Tab

About the DAC Scheduler Tab

About the DAC Validation Tab


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Customizing the Siebel Data Warehouse

Siebel Data Warehouse Customization Scenarios

Siebel Data Warehouse ETL Process Concepts

About Siebel Data Warehouse Extension Tables

About the Siebel Data Warehouse DATASRC_NUM_ID Column

Working with the Custom Folder of the Siebel Data Warehouse

Creating Custom Informatica Workflows

Important Notes About Siebel Data Warehouse Customizations

Standard Templates for Siebel Data Warehouse Customizations

Fact Templates for Siebel Data Warehouse Customizations

Customization Steps for Siebel Data

Adding a Column from a Main Source Table in the Siebel Transactional Database

Adding a Column from a Related Source Table in the Siebel Transactional Database

Including a Source Table for Change Capture Process

Modifying an Existing Column in the Siebel Data Warehouse

Adding a New Dimension in the Siebel Data Warehouse

Adding a New Fact Table in the Siebel Data Warehouse

Adding a New Dimension Table for a New Fact Table in the Siebel Data Warehouse

Siebel Data Warehouse Customization Steps for Non-Siebel Data

Adding New Data as a Whole Row into the Standard Dimension Table in Siebel Data Warehouse

Adding New Data as a Whole Row into the Standard Fact Table in Siebel Data Warehouse

Adding a Column in a Standard Dimension Table in Siebel Data Warehouse

Adding a Column for a Standard Fact Table in Siebel Data Warehouse

Building a Custom Dimension Table from External Sources in Siebel Data Warehouse

Linking the Custom Dimension to a Standard Fact Table in Siebel Data Warehouse

Building Custom Fact Tables from External Sources in Siebel Data Warehouse


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Using Siebel Data Warehouse Exception Reports

Understanding Siebel Data Warehouse Exceptions

Executing Siebel Data Warehouse Exception Reports


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Troubleshooting the Siebel Data Warehouse

Siebel Data Warehouse Installation and Initial Configuration Issues

Informatica and Loading Issues

Unicode Issues with Informatica and the Siebel Data Warehouse

UNIX Installation Issues with the Siebel Data Warehouse

Siebel Data Warehouse Application Console (DAC) Issues

Siebel Data Warehouse Upgrade Issues


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Analytics Bridge Applications

Overview of Analytics Bridge Applications

Setting Up the Siebel Transactional Database for Analytics Bridge Applications

Files for Siebel Analytics Bridge - 6.3

Platform Support for Analytics Bridge Applications


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Installing the Usage Accelerator

Installing the Usage Accelerator

7.7 Usage Accelerator-Analytics Bridge Files


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Localizing Siebel Business Analytics Deployments

Process of Maintaining Translation Tables for Analytics

Editing Custom Labels in Siebel Business Analytics Dashboards

Upgrading Siebel Business Analytics Seed Data for Non-English Locales

Importing Siebel Financial Services Metadata Files

Changing the Default Currency in Analytics Applications

Externalizing Metadata Strings

Checking the Execution Order of Initialization Blocks

Adding Custom Translations to S_MSG Table

About Translating Web Catalog Strings

About Installing Siebel Business Analytics Localization Packs


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Integrating Analytics Dashboards and Operational Applications Data

Importing Siebel Industry Applications Seed Data

Completing the Initialization in the Siebel Operational Application

Updating the Siebel Operational Application

Reapplying Customized Style Sheets

Process of Configuring Siebel Business Analytics with Siebel Web Extension (SWE)

Creating a Virtual IP Address for the SWE and Analytics Web

Testing the Virtual IP Configuration for Siebel Business Analytics and the SWE

Process of Configuring Analytics Action Links

Configuring Action Links Containing Single Quotation Marks

Testing Analytics Action Links

Process of Integrating Analytics and Siebel Operational Applications

Accessing Optional Analytics Applications

Configuring the Browser Settings for Operational Applications

Process of Customizing Analytics Application Home Page and Dashboards

Customizing Analytics Content on the Siebel Operational Application Home Page

Determining the Analytics Report Path Argument

Adding Views for Custom Analytics Dashboards

Verifying NQHOST Setup for Pharma Mobile Analytics Client

Integrating the Pharma Application Home Page with the Pharma Mobile Analytics Client

Importing Pharma Application Target Lists to the Pharma Mobile Analytics Client


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Integrated Security for Analytics Applications

Types of Security in Analytics

Data-Level Security in Analytics Applications

Implementing Data-Level Security in the Analytics Application Repository

Initialization Blocks and Security-Related Information in Analytics

Filters for Analytics Security Groups

Configuring Analytics Repository Table Joins for Security

Position and Organization Initialization Variables in Analytics Applications

Responsibilities and Data-Level Visibility in Sales Analytics Applications

Responsibilities and Data-Level Visibility in Workforce Analytics Applications

Changing the Security Group from Position-Based to Organization-Based in Analytics

Metadata Object-Level Security in Analytics Applications

Siebel Partner Relationship Management Analytics Security Settings

Consumer Sector Analytics Security Settings

Communications, Media, and Energy (CME) Analytics Security Settings

Financial Services Analytics Security Settings

Pharma Sales Analytics Security Settings

Usage Accelerator Analytics Security Settings


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Configuring Metadata for Analytics Applications

What Are Siebel Operational Applications?

Updating Finance Analytics Logical Table Sources

Externalizing Financial Services Metadata Translation Strings

Disabling the Finance Analytics Logical Table Sources

Enabling Dashboard Forecasting Charts

Developing and Deploying Predictive Scores

Configuring Siebel Applications for Attribute Analysis

Analytics Metadata Requirements for Siebel Industry Applications

Consumer Goods Dashboards and Pages

Consumer Goods Data Requirements

Siebel CME Analytics

CME Dashboards and Pages

CME Data Requirements

Dimensions Common to All Subject Areas

Dimensions Specific to Pharma Sales Subject Areas


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Siebel Data Warehouse for Life Sciences Data Considerations

What's New for Siebel Pharma Analytics in Version 7.8.3

Importing Syndicated Data into Siebel Data Warehouse

Syndicated Loading Definitions

Data Types Supported in the Siebel Data Warehouse

Loading Syndicated Data into the Siebel Data Warehouse

Life Sciences Data Loading Issues with Siebel Data Warehouse

Incremental Updates in the Siebel Data Warehouse LS Dimension Tables

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Siebel Business Analytics Applications Installation and Administration Guide, Version 7.8.4