Implementation Tasks

This chapter covers the following topics:

Prerequisites

Ensure that you have set up the mandatory dependencies as outlined in the chapter, Verify Mandatory Dependencies.

Start Oracle Web Analytics Engine

Complete the mandatory steps required to start the Oracle Web Analytics Engine and begin capturing visits.

Set Profile Option

Set the profile option, Web Analytics: Enable E-Business Suite Tracking, to "Yes", at site level.

Set Tracking Parameters

In the Oracle Web Analytics Administration Application Setup tab, set the following tracking parameters:

Note: Any updates in the value of the visit and visitor information will only affect future visits and visitors. No changes will be made to recorded visits.

Set Up Traffic Filters

Using traffic filters, Oracle Web Analytics administrators can filter out any IP address from the reporting data. For example, administrators may wish to filter sites from within the corporate intranet. When an IP address is entered into the Traffic Filters screen, the tracking engine still tracks the IP address activity, but the activity is not reported on. Following is the high-level procedure:

  1. Obtain the IP address(s).

  2. Enter the IP address(s) in the Oracle Web Analytics Administration UI Setup page.

  3. For sites for which you wish to enable traffic filters, enable the Traffic Filter flag in the Update Site page.

Refer to the chapter, Administering Tracking Features, for more information.

Set Up Privacy Policy

Each site collecting data on visitors is required to have a privacy policy and opt-in/opt-out options available to visitors. Guest visitors to a site will always be opted in until they opt out. The privacy policy is available via a hyperlink in the lower portion of Oracle iStore Customer Application pages. After reviewing the policy, visitors may opt in or opt out of being tracked. Each time the visitor leaves the site and the inactivity period has expired (for opted in users), or if the visitor has cleared cookies from his browser between visits, the visitor must re-select his privacy option. For registered users who are authenticated by a site, the opt-in/opt-out preference is picked up from the customer's preference setting, not from the cookie. If an anonymous user set his privacy preference and then registers, the preference is carried over his new account. When the user logs in, the system applies his last saved preference regardless of his behavior while in anonymous mode.

If the profile option, IBE: Display Privacy Statement, is Yes at site level, the Privacy Statement link displays on all Customer Application pages.

To enable the page that displays after the customer selects the Privacy Statement link, you must set up the following display template-JSP mapping using Oracle iStore Site Administration Application:

If Oracle Web Analytics is implemented and you have mapped the above template, this page following the Privacy Statement link selection displays a link, Edit your privacy preferences. Selecting this link takes the user to an Oracle Web Analytics page where he can select his opt-in/opt-out preference.

For additional information on implementing a privacy policy, see the "Privacy Policy" section in the "Administering Tracking Features" chapter of this guide, and the "Privacy Policy" topic in the chapter, "Implementing Site Management", in the Oracle iStore Implementation and Administration Guide.

Set Up Daily Business Intelligence

This section discusses the tasks required to set up the Oracle Daily Business Intelligence (DBI) framework for Oracle Web Analytics.

Implementation Considerations

Before implementing DBI, you may wish to give some thought to the following:

Set Profile Options

Set the profile options listed in this section.

OM: DBI Installation

Oracle Web Analytics reports rely on Oracle Supply Chain Management to internally report data on booked orders, and this dependency requires setting the OM: DBI Installation profile option. When the profile option is Yes, Oracle Order Management records modified lines into a log table. The Update Order Management Base Summary process then picks up the changed records from the log table. If the profile is No, incremental collection of the data will not occur properly.

The profile option is used only by the reporting framework. The profile option provides the No option so that users using only Oracle Order Management do not unnecessarily log modified lines. The DBI concurrent processes used by Oracle Order Management purge the log table after every collection from it.

The system administrator can update this profile option at the user, responsibility, application, or site level; however, it should be set at the site level, since incremental collection should happen at the that level. The default value of this profile option is No.

IBE: DBI Top Activity Number of Rows

This profile option specifies the number of top carts, top orders, top customers, and top products to display in the drill-down reports accessible from the Site Top Sales Activity Dashboard. Set to an integer at site level. The default value is 25, and it is recommend to use the default value unless there exists a compelling business case to change the value.

If this profile is changed, implementers need to run the initial load again.

Run Site Migration Program

Oracle Web Analytics reports require that you run a semi-automated migration script -- available as the iStore Minisite Migration concurrent program -- to migrate customer data in pre-Release 11.5.9 Oracle iStore to higher versions and enable the appearance of historical data in intelligence reports. This script populates the site identifier (Minisite_ID) column at the header level in the ASO_QUOTE_HEADERS_ALL table. The script can be run in three modes.

Important: A user with the iStore Concurrent Programs responsibility should run the concurrent program.

iStore Minisite Migration Program: Running Mode

Values from the list of values are:

Important: If "Only Use Auto Defaulting Rules" (see Use Migration Rules, below) option is not selected, run the program in this mode before running in either of the other two modes.

iStore Minisite Migration Program: Use Migration Rules

Values from the LOV are:

iStore Minisite Migration Program: Organization to Store Mapping

Enter a string to map each operating unit with a default site, using the following convention:

<operating unit identifier>:<site identifier>

See the following examples:

Note: To determine the Operating Unit and Site identifiers, run the program in Get List of Store and Organization Identifiers mode.

Update Carts with Existing Store Identifier

This value is hidden by default, as this option should only be used if required to reduce the risk of overwriting valid Site IDs with incorrect ones. Values are:

Note: If the value is No, to use this feature, administrators need to change the concurrent program definition. To change the default value of a parameter, log into Oracle Forms as system administrator and navigate to Concurrent, Program, Define. Query for the program, iStore Minisite Migration Program, and then select the Parameters button. For more information, see the Oracle Applications System Administrator's Guide.

iStore Minisite Migration Program: Behavior After Running Program

After this program is run, the following migration rules are executed in this order:

  1. If the cart line level is populated, the program populates the site identifier at the header level with the same value. The first line created in the cart is used to retrieve the site identifier.

  2. Each shopping cart is attached to an operating unit at header level (the operating unit is defined in the MO: Operating Unit profile, set at responsibility level to a customer responsibility). A site may be associated either none or an unlimited number of customer responsibilities (each related to one operating unit). By using this information, the concurrent program retrieves the site associated with the operating unit defined at the cart header level.

  3. Each cart is attached to the price list that was used to price the cart for the given party and party type. If site-based pricing is used, the price list identifier is stored in the IBE_MSITE_CURRENCIES table. When using site-based pricing, four price lists are supported per currency: one for walk-in users, one for registered B2C users, one for registered B2B users, and one for users associated with Oracle Partner Management. Depending on party, party type, and price list identifier on the shopping cart, the concurrent program finds the candidate sites and price lists.

When a migration rule is executed for a cart, these things can happen:

Set Up User Management

To set up the Oracle Web Analytics Administrator, assign the Web Analytics Administrator responsibility to a user. The Oracle Web Analytics Administrator responsibility gives the user access to all of the administrative and reporting menus available in Oracle Web Analytics.

See the appendix, Seeded User Data, for more information.

Run Request Sets

Oracle Web Analytics reports utilize the request sets (concurrent programs) created within the Daily Business Intelligence Administrator responsibility to populate the initial load of data. Refer to the Oracle Daily Business Intelligence Implementation Guide for more information.

Advanced Tasks and Optional Integrations

After you have set up the administration application and the tracking engine, you may wish to expand your implementation. An integral component in the 360-degree view provided by the Oracle E-Business Suite, Oracle Web Analytics can optionally integrate the with following applications to extend its functionality:

Set Up Leads

Oracle Web Analytics reports contain counts on 'A' Leads retrieved from Oracle iStore orders and abandoned carts. Leads are generated for a specific time frame using the iStore Lead Import Concurrent Program Request Set, which pulls customer data (such as name, address, phone numbers, etc.) from:

The concurrent program set populates the lead import data into tables utilized by Oracle Sales and Oracle TeleSales. Oracle Sales and Oracle TeleSales users then run the Import Sales Leads program to complete the data-load process.

For more information on Oracle Sales and Oracle TeleSales, see the Oracle Sales Implementation Guide and the Oracle TeleSales Implementation Guide, available on OracleMetaLink.

Set Up Lead Ranking

The ranking engine categorizes Oracle iStore-imported leads when the Import Sales Leads concurrent program is run. Refer to the Oracle iStore Implementation and Administration Guide for further details.

Mapping rules used to map ranked leads to 'A' leads for reporting are set up in Oracle Marketing. For instructions detailing how to set up lead qualification, refer to the Oracle Daily Business Intelligence Implementation Guide and the Oracle Leads Management Implementation and Administration Guide.

Set Up Lead Types

Oracle Marketing Daily Business Intelligence (DBI) provides the flexibility to determine 'A' leads from different types of leads (e.g., hot leads, cold leads, etc.) based on user (Marketing DBI/Web Analytics user) discretion. Refer to the Oracle Daily Business Intelligence Implementation Guide and the Oracle Leads Management Implementation and Administration Guide for additional information on setting up mapping rules for lead ranking.