| Oracle® Business Intelligence Applications Configuration Guide for Informatica PowerCenter Users Version 7.9.6.1 Part Number E14844-01 |
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View PDF |
| Oracle® Business Intelligence Applications Configuration Guide for Informatica PowerCenter Users Version 7.9.6.1 Part Number E14844-01 |
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|
View PDF |
This section describes how to configure Oracle Service Analytics, and contains the following topics:
Section 11.2, "Configuration Required Before A Full Load With An Oracle EBS Source System"
Section 11.3, "Configuration Required Before A Full Load With Siebel CRM Source Systems"
Section 11.4, "Configuration Steps for Controlling Your Data Set"
Oracle Service Analytics provides organizations with a comprehensive, up-to-date overview of customer service effectiveness. It enables companies to take targeted actions to improve productivity of Service centers, reduce costs, and increase customer satisfaction.
Oracle Service Analytics provides analysis for the following objects:
Service Request, which helps in tracking and analyzing important metrics related to Service Requests such as SR Resolution, SR Aging, Average SRs per Employees, etc.
Activities, which provides insight into the performance of field service representatives involved in schedules maintenance activities and other scheduled/non-scheduled field activities. It also allows the field service managers to analyze the cost and expenses incurred for any field service activities.
Asset, which helps in tracking assets installed at customer base, analyzing service activities within install base and warranty statuses.
Agreement/Contract, which provides the Service Executive and Service Manager with critical insight into service contract profitability and helps them determine the revenue impact of service program and their acceptance with customers.
Survey, which consolidates the customer surveys to gather statistics on customer satisfaction that helps the organization to provide better services to the customer.
This section contains configuration steps that you need to perform on Oracle Service Analytics before you do a full data load using an Oracle EBS Source System. It contains the following topics:
This section summarizes the DAC parameters that you can set for Oracle Service Analytics.
Table 11-1 DAC Parameters for Oracle Service Analytics
| Parameter Name | Session Name | Description | Default Value |
|---|---|---|---|
|
$$ASSIGNMENT_STATUS |
Mplt_BC_ORA_ActivityFact |
Used to sort the assignees based on assignment status. |
Decode(assignment_status_id, 10,5, 14,4,3,3,35,2, 5,1) |
|
$$ASSIGNMENT_STATUS_INCLUDE_LIST |
Mplt_BC_ORA_ActivityFact |
Assignments Statuses to be included to fetch assignee records. |
(10,14,3,5, 35) |
|
$$COST_TYPE |
Mplt_BC_ORA_AgreeItemFact |
Use this to define cost type. |
N/A |
|
$$MASTER_ORG |
Mplt_BC_ORA_AssetFact |
Use this to define one or more Organizations. It acts like a list. |
204 |
|
$$MASTER_ORG |
Mplt_BC_ORA_AssetDimension |
Use this to define one or more Organizations. It acts like a list. |
204 |
|
$$TRAVEL_MIN |
Mplt_BC_ORA_ActivityFact |
Used to determine the multiplier to convert Travel Time in Minutes based on Travel Duration UOM. |
DECODE (ACTUAL_TRAVEL_DURATION_UOM, 'YR', 365*24*60,'QRT', 122*24*60, 'MTH', 30*24*60, 'WK', 7*24*60, 'DAY',24*60,'HR', 60,'MIN', 1) |
This section contains configuration steps that you need to perform to configure Oracle Service Analytics with an Oracle EBS source system, and contains the following topics:
Section 11.2.2.1, "About Domain Values and CSV Worksheet Files for Oracle Service Analytics"
Section 11.2.2.12, "How to Configure Service Request Area Code"
To configure Oracle Marketing Analytics, you specify the domain values that you want to use (for example, for Activity Status, or Asset Status).
You configure Oracle Service Analytics by mapping domain values to columns in CSV files located in the $PMServer\server\infa_shared\LkpFiles folder (for example, \PowerCenter8.6.x\server\infa_shared\LkpFiles).
For more information on domain values, see Oracle Business Analytics Warehouse Data Model Reference.
Note:
When editing CSV files, make sure that you:Do no change the case of values in the CSV file.
For example, do not change 'CONTRACTOR' to 'Contractor'.
Do not add new values to the W_ columns, which are not already included in the CSV file.
In other words, you can add new rows to the spreadsheet, but the W_ values must map to those in the out-of-the-box spreadsheet.
This section explains how to configure the Activity Status codes using the domainValues_Status_Activity_ora11i.csv configuration file.
Activity Status domain values are: Acknowledged, Approved, Attended, Accepted, Booked, Cancelled, Confirmed, Declined, Failed, Dispatched, Done, In Progress, On Hold, Open, Planned, Queued, Requested, Rescheduled, Scheduled, Assigned.
To configure Activity Status:
Identify the Activity Status codes that are used in your source system by using the following SQL:
SELECT distinct JTF_TASK_STATUSES_B.TASK_STATUS_ID STATUS_CODE, JTF_TASK_STATUSES_TL.NAME STATUS_NAME FROM JTF_TASK_STATUSES_B, JTF_TASK_STATUSES_TL WHERE JTF_TASK_STATUSES_B.TASK_STATUS_ID = JTF_TASK_STATUSES_TL.TASK_STATUS_ID AND JTF_TASK_STATUSES_TL.LANGUAGE= 'US'
Using a text editor, open the domainValues_Status_Activity_ora11i.csv file, located in the $PMServer\LkpFiles directory (for example, \PowerCenter8.6.x\server\infa_shared\LkpFiles).
You need to make sure that the STATUS_CODE and STATUS_NAME values specified in the domainValues_Status_Activity_ora11i.csv file match the Activity Status codes that are used in your source system.
Edit the STATUS_CODE and STATUS_NAME values in the CSV file to match the Status Codes and Status Names values that you returned using the query in step 1.
Map each Activity Status code to a W_STATUS_CODE and W_STATUS_DESC pair.
Note: Do not change the out-of-the-box values in the other columns in the file (for example, W_STATUS_CODE.
Save and close the file.
This section explains how to configure the Asset Status codes using the domainValues_Status_Asset_ora11i.csv configuration file.
Asset Status domain values are: Renewal, In Force, In Inventory, In Repair, In Transit, In Use, Inactive, Installed, Lapsed, Leased Loaner, Purchased, Release, Removed, Rented, Sold, Transferred.
To configure Asset Status:
Identify the Asset Status codes that are used in your source system by using the following SQL:
SELECT DISTINCT CSI_INSTANCE_STATUSES.INSTANCE_STATUS_ID STATUS_CODE, CSI_INSTANCE_STATUSES.NAME STATUS_NAME FROM CSI_INSTANCE_STATUSES
Using a text editor, open the domainValues_Status_Asset_ora11i.csv file, located in the $PMServer\LkpFiles directory (for example, \PowerCenter8.6.x\server\infa_shared\LkpFiles).
You need to make sure that the STATUS_CODE and STATUS_NAME values specified in the domainValues_Status_Asset_ora11i.csv file match the Asset Status codes that are used in your source system.
Edit the STATUS_CODE and STATUS_NAME values in the CSV file to match the Status Codes and Status Names values that you returned using the query in step 1.
Map each Asset Status code to a W_STATUS_CODE and W_STATUS_DESC pair.
Note: Do not change the out-of-the-box values in the other columns in the file (for example, W_STATUS_CODE.
Save and close the file.
This section explains how to configure the Agreement Status codes using the domainValues_Status_AgreeItem_ora11i.csv configuration file.
Agreement Status domain values are: Active, Approved, Cancelled, Closed, Current, Draft, Expired, In Process, Inactive, Open, Pending, Quoted, Rejected, Signed, Suspended, Under Negotiation, On Hold.
To configure Agreement Status:
Identify the Agreement Status codes that are used in your source system by using the following SQL:
SELECT DISTINCT OKC_STATUSES_B.CODE, OKC_STATUSES_TL.MEANING FROM OKC_STATUSES_B,OKC_STATUSES_TL WHERE OKC_STATUSES_B.CODE=OKC_STATUSES_TL.CODE AND OKC_STATUSES_TL.LANGUAGE='US'
Using a text editor, open the domainValues_Status_AgreeItem_ora11i.csv file, located in the $PMServer\LkpFiles directory (for example, \PowerCenter8.6.x\server\infa_shared\LkpFiles).
You need to make sure that the STATUS_CODE and STATUS_NAME values specified in the domainValues_Status_AgreeItem_ora11i.csv file match the Agreement Status codes that are used in your source system.
Edit the STATUS_CODE and STATUS_NAME values in the CSV file to match the Status Codes and Status Names values that you returned using the query in step 1.
Map each Agreement Status code to a W_STATUS_CODE and W_STATUS_DESC pair.
Note: Do not change the out-of-the-box values in the other columns in the file (for example, W_STATUS_CODE.
Save and close the file.
This section explains how to configure the Service Request Status codes using the domainValues_Status_ServiceRequest_ora11i.csv configuration file.
Service Request Status domain values are: Closed, Approved, Cancelled, Closed, Completed, Exception Handling, In Progress, Not Started, Open, Pending, Quoted, Rejected, Revised, Submitted.
To configure Service Request Status:
Identify the Service Request Status codes that are used in your source system by using the following SQL:
SELECT CS_INCIDENT_STATUSES_B.INCIDENT_STATUS_ID, CS_INCIDENT_STATUSES_TL.NAME FROM CS_INCIDENT_STATUSES_B, CS_INCIDENT_STATUSES_TL WHERE CS_INCIDENT_STATUSES_B.INCIDENT_STATUS_ID = CS_INCIDENT_STATUSES_TL.INCIDENT_STATUS_ID and CS_INCIDENT_STATUSES_TL.LANGUAGE = 'US'
Using a text editor, open the domainValues_Status_ServiceRequest_ora11i.csv file, located in the $PMServer\LkpFiles directory (for example, \PowerCenter8.6.x\server\infa_shared\LkpFiles).
You need to make sure that the STATUS_CODE and STATUS_NAME values specified in the domainValues_Status_ServiceRequest_ora11i.csv file match the Service Request Status codes that are used in your source system.
Edit the STATUS_CODE and STATUS_NAME values in the CSV file to match the Status Codes and Status Names values that you returned using the query in step 1.
Map each Service Request Status code to a W_STATUS_CODE and W_STATUS_DESC pair.
Note: Do not change the out-of-the-box values in the other columns in the file (for example, W_STATUS_CODE.
Save and close the file.
This section explains how to configure the Activity Priority codes using the domainValues_Xact_Types_Activity_Priority_ora11i.csv configuration file.
Activity Priority domain values are: 1-ASAP, 2-High, 3-Medium, 4-Low, 5-Optional, 6-Unprioritized.
To configure Activity Priority:
Identify the Activity Priority codes that are used in your source system by using the following SQL:
SELECT DISTINCT JTF_TASK_PRIORITIES_B.TASK_PRIORITY_ID FROM JTF_TASK_PRIORITIES_B, JTF_TASK_PRIORITIES_TL WHERE JTF_TASK_PRIORITIES_B.TASK_PRIORITY_ID = JTF_TASK_PRIORITIES_TL.TASK_PRIORITY_ID AND JTF_TASK_PRIORITIES_TL.LANGUAGE = 'US'
Using a text editor, open the domainValues_Xact_Types_Activity_Priority_ora11i.csv file, located in the $PMServer\LkpFiles directory (for example, \PowerCenter8.6.x\server\infa_shared\LkpFiles).
You need to make sure that the XACT_TYPE_CODE values specified in the domainValues_Xact_Types_Activity_Priority_ora11i.csv file match the Activity Priority codes that are used in your source system.
Edit the XACT_TYPE_CODE values in the CSV file to match the Activity Priority codes that you returned using the query in step 1.
Map each Activity Priority code to a W_XACT_TYPE_CODE and W_XACT_TYPE_DESC pair.
Note: Do not change the out-of-the-box values in the other columns in the file (for example, W_XACT_TYPE_CODE.
Save and close the file.
This section explains how to configure the Activity Category codes using the domainValues_Xact_Types_Activity_Category_ora11i.csv configuration file.
Activity Category domain values are: Research, Follow-Up, Urgent, Outsourced, Customer Retention Activity, Sales Activity, Service Activity, Customer Satisfaction, Diagnostic, Field Engineer Activity, Other, Preventive Maintenance, Repair Activity.
To configure Activity Category:
Identify the Activity Category codes that are used in your source system by using the following SQL:
SELECT JTF_TASK_TYPES_B.TASK_TYPE_ID FROM JTF_TASK_TYPES_B, JTF_TASK_TYPES_TL WHERE JTF_TASK_TYPES_B.TASK_TYPE_ID=JTF_TASK_TYPES_TL.TASK_TYPE_ID AND JTF_TASK_TYPES_TL.LANGUAGE = 'US'
Using a text editor, open the domainValues_Xact_Types_Activity_Category_ora11i.csv file, located in the $PMServer\LkpFiles directory (for example, \PowerCenter8.6.x\server\infa_shared\LkpFiles).
You need to make sure that the XACT_TYPE_CODE values specified in the domainValues_Xact_Types_Activity_Category_ora11i.csv file match the Activity Category codes that are used in your source system.
Edit the XACT_TYPE_CODE values in the CSV file to match the Activity Category codes that you returned using the query in step 1.
Map each Activity Category code to a W_XACT_TYPE_CODE code.
Note: Do not change the out-of-the-box values in the other columns in the file (for example, W_XACT_TYPE_CODE.
Save and close the file.
This section explains how to configure the Activity Type codes using the domainValues_Xact_Types_Activity_Type_ora11i.csv configuration file.
Activity Type domain values include: 'Call - Inbound', 'Call - Outbound', 'Email - Inbound', 'Email - Outbound', 'Fax - Inbound', 'Fax - Outbound'. For a full list, refer to the out-of-the-box version of the CSV file
To configure Activity Type:
Using a text editor, open the domainValues_Xact_Types_Activity_Type_ora11i.csv file, located in the $PMServer\LkpFiles directory (for example, \PowerCenter8.6.x\server\infa_shared\LkpFiles).
Edit the XACT_TYPE_CODE values in the CSV file to match the Activity Type codes that you want to deploy.
Map each Activity Type code to a W_XACT_TYPE_CODE and W_XACT_TYPE_DESC pair.
Save and close the file.
This section explains how to configure the Activity Resolution codes using the domainValues_Xact_Types_Activity_Resolution_ora11i.csv configuration file.
To configure Activity Resolution:
Identify the Activity Resolution codes that are used in your source system by using the following SQL:
SELECT DISTINCT CS_LOOKUPS.LOOKUP_CODE FROM CS_LOOKUPS WHERE CS_LOOKUPS.LOOKUP_TYPE='REQUEST_RESOLUTION_CODE'
Using a text editor, open the domainValues_Xact_Types_Activity_Resolution_ora11i.csv file, located in the $PMServer\LkpFiles directory (for example, \PowerCenter8.6.x\server\infa_shared\LkpFiles).
You need to make sure that the XACT_TYPE_CODE values specified in the domainValues_Xact_Types_Activity_Resolution_ora11i.csv file match the Activity Resolution codes that are used in your source system.
Edit the XACT_TYPE_CODE values in the CSV file to match the Activity Resolution codes that you returned using the query in step 1.
Map each Activity Resolution code to a W_XACT_TYPE_CODE and W_XACT_TYPE_DESC pair.
Note: Do not change the out-of-the-box values in the other columns in the file (for example, W_XACT_TYPE_CODE.
Save and close the file.
This section explains how to configure the Asset Cost Category codes using the ASSET_COST_CATEGORY.csv configuration file.
To configure Asset Cost Category:
Using a text editor, open the ASSET_COST_CATEGORY.csv file, located in the $PMServer\SrcFiles directory (for example, \PowerCenter8.6.x\server\infa_shared\SrcFiles).
For each Asset Cost Category that you use, you need to specify a value for TYPE, NAME, VAL, LOW, and HIGH.
For example:
TYPE, NAME, VAL, LOW, HIGH ASSET_COST_CATEGORY,2501 - 5000,2501 - 5000,2501,5001 ASSET_COST_CATEGORY,5001 - 7500,5001 - 7500,5001,7501
Note: The language independent code is given in the NAME column and the translated value is given in the VAL column. The NAME and VAL values are pulled in the COST_CATEGORY_I and COST_CATEGORY Of W_ASSET_D respectively, depending on the ORIG_COST of the asset.
Save and close the file.
This section explains how to configure the Request Severity Code codes using the domainValues_ServiceRequest_Severity_ora11i.csv configuration file.
Request Severity Codes are: '1-Critical', High, Low, Medium.
To configure Activity Resolution:
Identify the Activity Resolution codes that are used in your source system by using the following SQL:
SELECT DISTINCT incident_severity_id Severity_Code, name from CS_INCIDENT_SEVERITIES_B
Using a text editor, open the domainValues_ServiceRequest_Severity_ora11i.csv file, located in the $PMServer\LkpFiles directory (for example, \PowerCenter8.6.x\server\infa_shared\LkpFiles).
You need to make sure that the XACT_TYPE_CODE values specified in the domainValues_ServiceRequest_Severity_ora11i.csv file match the Activity Resolution codes that are used in your source system.
Edit the XACT_TYPE_CODE values in the CSV file to match the Activity Resolution codes that you returned using the query in step 1.
Map each Activity Resolution code to a W_XACT_TYPE_CODE and W_XACT_TYPE_DESC pair.
Note: Do not change the out-of-the-box values in the other columns in the file (for example, W_XACT_TYPE_CODE.
Save and close the file.
This section explains how to configure the Activity Resolution codes using the domainValues_ServiceRequest_Area_ora11i.csv configuration file.
Service Request Area Code values are: Authorization Request, Referral Request.
To configure Activity Resolution:
Identify the Activity Resolution codes that are used in your source system by using the following SQL:
SELECT DISTINCT CS_INCIDENTS_ALL_B.INCIDENT_TYPE_ID from CS_INCIDENTS_ALL_B
Using a text editor, open the domainValues_ServiceRequest_Area_ora11i.csv file, located in the $PMServer\LkpFiles directory (for example, \PowerCenter8.6.x\server\infa_shared\LkpFiles).
You need to make sure that the XACT_TYPE_CODE values specified in the domainValues_ServiceRequest_Area_ora11i.csv file match the Activity Resolution codes that are used in your source system.
Edit the XACT_TYPE_CODE values in the CSV file to match the Activity Resolution codes that you returned using the query in step 1.
Map each Activity Resolution code to a W_XACT_TYPE_CODE and W_XACT_TYPE_DESC pair.
Note: Do not change the out-of-the-box values in the other columns in the file (for example, W_XACT_TYPE_CODE.
Save and close the file.
This section contains security filters that you must enable in the RPD repository for Oracle Service Analytics.
Operating Unit Org-based security must be enabled for following service facts:
Table 11-2 Operating Unit Org-based security to be enabled for service facts
| Name | Business Model Filter |
|---|---|
|
"Core"."Fact - CRM - Service Request" |
Core."Dim - Operating Unit Org"."Operating Unit Org Number" = VALUEOF(NQ_SESSION."OU_ORG") |
|
"Core"."Fact - CRM - Agree Item" |
Core."Dim - Operating Unit Org"."Operating Unit Org Number" = VALUEOF(NQ_SESSION."OU_ORG") |
Inventory Org-based Security must be enabled for following facts:
This section contains configuration steps that you need to perform on Oracle Service Analytics before you do a full data load using a Siebel CRM Source System. It contains the following topics:
This section summarizes the DAC parameters that you can set for Oracle Service Analytics.
Table 11-4 DAC Parameters for Oracle Service Analytics
| Parameter Name | Session Name | Description | Default Value |
|---|---|---|---|
|
$$DFLT_LNG |
SDE_TransactionTypeDimension |
The default language in which list of values will be extracted. |
ENU |
|
$$DFLT_LNG |
SDE_StatusDimension |
The default language in which list of values will be extracted. |
ENU |
This section contains configuration steps that you need to perform to configure Oracle Service Analytics with a Siebel CRM Version 8.1.1 source system, and contains the following topics:
Section 11.3.2.1, "About Domain Values and CSV Worksheet Files for Oracle Service Analytics"
Section 11.3.2.11, "How to Configure Service Request Area Code"
To configure Oracle Service Analytics, you specify the domain values that you want to use (for example, for Activity Status, or Asset Status).
You configure Oracle Service Analytics by mapping domain values to columns in CSV files located in the $PMServer\server\infa_shared\LkpFiles folder (for example, \PowerCenter8.6.x\server\infa_shared\LkpFiles).
For more information on domain values, see Oracle Business Analytics Warehouse Data Model Reference.
Note:
When editing CSV files, make sure that you:Do no change the case of values in the CSV file.
For example, do not change 'CONTRACTOR' to 'Contractor'.
Do not add new values to the W_ columns, which are not already included in the CSV file.
In other words, you can add new rows to the spreadsheet, but the W_ values must map to those in the out-of-the-box spreadsheet.
This section explains how to configure the Activity Status codes using the domainValues_Status_Activity_sbl.csv configuration file.
Activity Status domain values are: Acknowledged, Approved, Attended, Accepted, Booked, Cancelled, Confirmed, Declined, Failed, Dispatched, Done, In Progress, On Hold, Open, Planned, Queued, Requested, Rescheduled, Scheduled, Assigned.
To configure Activity Status:
Identify the Activity Status codes that are used in your source system by using the following SQL:
SELECT DISTINCT S_LST_OF_VAL.NAME, S_LST_OF_VAL.VAL
FROM S_LST_OF_VAL WHERE TYPE = 'EVENT_STATUS'
AND LANG_ID = <Language Code>
Where <Language Code> is a three-letter Language Code, for example, ENU for US English, or FRA for French.
Using a text editor, open the domainValues_Status_Activity_sbl.csv file, located in the $PMServer\LkpFiles directory (for example, \PowerCenter8.6.x\server\infa_shared\LkpFiles).
You need to make sure that the STATUS_CODE and STATUS_NAME values specified in the domainValues_Status_Activity_sbl.csv file match the Activity Status codes that are used in your source system.
Edit the STATUS_CODE and STATUS_NAME values in the CSV file to match the Status Codes and Status Names values that you returned using the query in step 1.
Map each Activity Status code to a W_STATUS_CODE and W_STATUS_DESC pair.
Note: Do not change the out-of-the-box values in the other columns in the file (for example, W_STATUS_CODE.
Save and close the file.
This section explains how to configure the Asset Status codes using the domainValues_Status_Asset_sbl.csv configuration file.
Asset Status domain values are: Renewal, In Force, In Inventory, In Repair, In Transit, In Use, Inactive, Installed, Lapsed, Leased Loaner, Purchased, Release, Removed, Rented, Sold, Transferred.
To configure Asset Status:
Identify the Asset Status codes that are used in your source system by using the following SQL:
SELECT DISTINCT S_LST_OF_VAL.NAME, S_LST_OF_VAL.VAL FROM S_LST_OF_VAL WHERE TYPE = 'IMPL_PHASE' AND LANG_ID = '$$DFLT_LANG'
Using a text editor, open the domainValues_Status_Asset_sbl.csv file, located in the $PMServer\LkpFiles directory (for example, \PowerCenter8.6.x\server\infa_shared\LkpFiles).
You need to make sure that the STATUS_CODE and STATUS_NAME values specified in the domainValues_Status_Asset_sbl.csv file match the Asset Status codes that are used in your source system.
Edit the STATUS_CODE and STATUS_NAME values in the CSV file to match the Status Codes and Status Names values that you returned using the query in step 1.
Map each Asset Status code to a W_STATUS_CODE and W_STATUS_DESC pair.
Note: Do not change the out-of-the-box values in the other columns in the file (for example, W_STATUS_CODE.
Save and close the file.
This section explains how to configure the Agreement Status codes using the domainValues_Status_AgreeItem_sbl.csv configuration file.
Agreement Status domain values are: Active, Approved, Cancelled, Closed, Current, Draft, Expired, In Process, Inactive, Open, Pending, Quoted, Rejected, Signed, Suspended, Under Negotiation, On Hold.
To configure Agreement Status:
Identify the Agreement Status codes that are used in your source system by using the following SQL:
SELECT DISTINCT S_LST_OF_VAL.NAME, S_LST_OF_VAL.VAL FROM S_LST_OF_VAL WHERE TYPE = 'SRV_AGREE_STATUS' AND LANG_ID = '$$DFLT_LANG'
Using a text editor, open the domainValues_Status_AgreeItem_sbl.csv file, located in the $PMServer\LkpFiles directory (for example, \PowerCenter8.6.x\server\infa_shared\LkpFiles).
You need to make sure that the STATUS_CODE and STATUS_NAME values specified in the domainValues_Status_AgreeItem_sbl.csv file match the Agreement Status codes that are used in your source system.
Edit the STATUS_CODE and STATUS_NAME values in the CSV file to match the Status Codes and Status Names values that you returned using the query in step 1.
Map each Agreement Status code to a W_STATUS_CODE and W_STATUS_DESC pair.
Note: Do not change the out-of-the-box values in the other columns in the file (for example, W_STATUS_CODE.
Save and close the file.
This section explains how to configure the Service Request Status codes using the domainValues_Status_ServiceRequest_sbl.csv configuration file.
Service Request Status domain values are: Closed, Approved, Cancelled, Closed, Completed, Exception Handling, In Progress, Not Started, Open, Pending, Quoted, Rejected, Revised, Submitted.
To configure Service Request Status:
Identify the Service Request Status codes that are used in your source system by using the following SQL:
SELECT DISTINCT S_LST_OF_VAL.NAME, S_LST_OF_VAL.VAL FROM S_LST_OF_VAL WHERE TYPE = 'SR_STATUS ' AND LANG_ID = '$$DFLT_LANG'
Using a text editor, open the domainValues_Status_ServiceRequest_sbl.csv file, located in the $PMServer\LkpFiles directory (for example, \PowerCenter8.6.x\server\infa_shared\LkpFiles).
You need to make sure that the STATUS_CODE and STATUS_NAME values specified in the domainValues_Status_ServiceRequest_sbl.csv file match the Service Request Status codes that are used in your source system.
Edit the STATUS_CODE and STATUS_NAME values in the CSV file to match the Status Codes and Status Names values that you returned using the query in step 1.
Map each Service Request Status code to a W_STATUS_CODE and W_STATUS_DESC pair.
Note: Do not change the out-of-the-box values in the other columns in the file (for example, W_STATUS_CODE.
Save and close the file.
This section explains how to configure the Activity Priority codes using the domainValues_Xact_Types_Activity_Priority_sbl.csv configuration file.
Activity Priority domain values are: 1-ASAP, 2-High, 3-Medium, 4-Low, 5-Optional, 6-Unprioritized.
To configure Activity Priority:
Identify the Activity Priority codes that are used in your source system by using the following SQL:
SELECT DISTINCT S_LST_OF_VAL.NAME, S_LST_OF_VAL.VAL FROM S_LST_OF_VAL WHERE TYPE = 'ACTIVITY_PRIORITY' AND LANG_ID = '$$DFLT_LANG'
Using a text editor, open the domainValues_Xact_Types_Activity_Priority_sbl.csv file, located in the $PMServer\LkpFiles directory (for example, \PowerCenter8.6.x\server\infa_shared\LkpFiles).
You need to make sure that the XACT_TYPE_CODE values specified in the domainValues_Xact_Types_Activity_Priority_sbl.csv file match the Activity Priority codes that are used in your source system.
Edit the XACT_TYPE_CODE values in the CSV file to match the Activity Priority codes that you returned using the query in step 1.
Map each Activity Priority code to a W_XACT_TYPE_CODE and W_XACT_TYPE_DESC pair.
Note: Do not change the out-of-the-box values in the other columns in the file (for example, W_XACT_TYPE_CODE.
Save and close the file.
This section explains how to configure the Activity Category codes using the domainValues_Xact_Types_Activity_Category_sbl.csv configuration file.
Activity Category domain values are: Research, Follow-Up, Urgent, Outsourced, Customer Retention Activity, Sales Activity, Service Activity, Customer Satisfaction, Diagnostic, Field Engineer Activity, Other, Preventive Maintenance, Repair Activity.
To configure Activity Category:
Identify the Activity Category codes that are used in your source system by using the following SQL:
SELECT DISTINCT S_LST_OF_VAL.NAME, S_LST_OF_VAL.VAL FROM S_LST_OF_VAL WHERE TYPE = 'FS_ACTIVITY_CLASS' AND LANG_ID = '$$DFLT_LANG'
Using a text editor, open the domainValues_Xact_Types_Activity_Category_sbl.csv file, located in the $PMServer\LkpFiles directory (for example, \PowerCenter8.6.x\server\infa_shared\LkpFiles).
You need to make sure that the XACT_TYPE_CODE values specified in the domainValues_Xact_Types_Activity_Category_sbl.csv file match the Activity Category codes that are used in your source system.
Edit the XACT_TYPE_CODE values in the CSV file to match the Activity Category codes that you returned using the query in step 1.
Map each Activity Category code to a W_XACT_TYPE_CODE code.
Note: Do not change the out-of-the-box values in the other columns in the file (for example, W_XACT_TYPE_CODE.
Save and close the file.
This section explains how to configure the Activity Type codes using the domainValues_Xact_Types_Activity_Type_sbl.csv configuration file.
Activity Type domain values include: 'Call - Inbound', 'Call - Outbound', 'Email - Inbound', 'Email - Outbound', 'Fax - Inbound', 'Fax - Outbound'. For a full list, refer to the out-of-the-box version of the CSV file.
To configure Activity Type:
Identify the Activity Resolution codes that are used in your source system by using the following SQL:
SELECT DISTINCT S_LST_OF_VAL.NAME, S_LST_OF_VAL.VAL FROM S_LST_OF_VAL WHERE TYPE = 'TODO_TYPE' AND LANG_ID = '$$DFLT_LANG'
Using a text editor, open the domainValues_Xact_Types_Activity_Type_sbl.csv file, located in the $PMServer\LkpFiles directory (for example, \PowerCenter8.6.x\server\infa_shared\LkpFiles).
Edit the XACT_TYPE_CODE values in the CSV file to match the Activity Type codes that you want to deploy.
Map each Activity Type code to a W_XACT_TYPE_CODE and W_XACT_TYPE_DESC pair.
Save and close the file.
This section explains how to configure the Activity Resolution codes using the domainValues_Xact_Types_Activity_Resolution_sbl.csv configuration file.
To configure Activity Resolution:
Identify the Activity Resolution codes that are used in your source system by using the following SQL:
SELECT DISTINCT S_LST_OF_VAL.NAME, S_LST_OF_VAL.VAL FROM S_LST_OF_VAL WHERE TYPE = 'SR_RESOLUTION ' AND LANG_ID = '$$DFLT_LANG'
Using a text editor, open the domainValues_Xact_Types_Activity_Resolution_sbl.csv file, located in the $PMServer\LkpFiles directory (for example, \PowerCenter8.6.x\server\infa_shared\LkpFiles).
You need to make sure that the XACT_TYPE_CODE values specified in the domainValues_Xact_Types_Activity_Resolution_sbl.csv file match the Activity Resolution codes that are used in your source system.
Edit the XACT_TYPE_CODE values in the CSV file to match the Activity Resolution codes that you returned using the query in step 1.
Map each Activity Resolution code to a W_XACT_TYPE_CODE and W_XACT_TYPE_DESC pair.
Note: Do not change the out-of-the-box values in the other columns in the file (for example, W_XACT_TYPE_CODE.
Save and close the file.
This section explains how to configure the Request Severity Code codes using the domainValues_ServiceRequest_Severity_sbl.csv configuration file.
To configure Activity Resolution:
Identify the Activity Resolution codes that are used in your source system by using the following SQL:
SELECT DISTINCT S_LST_OF_VAL.NAME, S_LST_OF_VAL.VAL FROM S_LST_OF_VAL WHERE TYPE = 'SR_SEVERITY ' AND LANG_ID = '$$DFLT_LANG'
Using a text editor, open the domainValues_ServiceRequest_Severity_sbl.csv file, located in the $PMServer\LkpFiles directory (for example, \PowerCenter8.6.x\server\infa_shared\LkpFiles).
You need to make sure that the XACT_TYPE_CODE values specified in the domainValues_ServiceRequest_Severity_sbl.csv file match the Activity Resolution codes that are used in your source system.
Edit the XACT_TYPE_CODE values in the CSV file to match the Activity Resolution codes that you returned using the query in step 1.
Map each Activity Resolution code to a W_XACT_TYPE_CODE and W_XACT_TYPE_DESC pair.
Note: Do not change the out-of-the-box values in the other columns in the file (for example, W_XACT_TYPE_CODE.
Save and close the file.
This section explains how to configure the Activity Resolution codes using the domainValues_ServiceRequest_Area_sbl.csv configuration file.
To configure Activity Resolution:
Identify the Activity Resolution codes that are used in your source system by using the following SQL:
SELECT DISTINCT S_LST_OF_VAL.NAME, S_LST_OF_VAL.VAL FROM S_LST_OF_VAL WHERE TYPE = 'SR_AREA' AND LANG_ID = '$$DFLT_LANG'
Using a text editor, open the domainValues_ServiceRequest_Area_sbl.csv file, located in the $PMServer\LkpFiles directory (for example, \PowerCenter8.6.x\server\infa_shared\LkpFiles).
You need to make sure that the XACT_TYPE_CODE values specified in the domainValues_ServiceRequest_Area_sbl.csv file match the Activity Resolution codes that are used in your source system.
Edit the XACT_TYPE_CODE values in the CSV file to match the Activity Resolution codes that you returned using the query in step 1.
Map each Activity Resolution code to a W_XACT_TYPE_CODE and W_XACT_TYPE_DESC pair.
Note: Do not change the out-of-the-box values in the other columns in the file (for example, W_XACT_TYPE_CODE).
Save and close the file.
Not applicable to Oracle Business Intelligence Applications Version 7.9.6.1.
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