Oracle® Business Intelligence Applications Configuration Guide for Informatica PowerCenter Users Release 7.9.6.3 Part Number E19039-01 |
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This section describes how to configure Oracle Marketing Analytics and contains the following topics:
Oracle Marketing Analytics is a comprehensive analytic solution that provides timely fact-based insight into the marketing activities of the entire organization. It provides new levels of information richness, usability, and reach to marketing professionals throughout the enterprise. It provides actionable intelligence in the following Marketing areas:
Marketing Planning
Marketing Effectiveness
Customer Insight (B2B and B2C)
Marketing Events
Leads
This section contains configuration steps that you need to perform on Oracle Marketing Analytics before you do a full data load. It contains the following topic:
This section contains configuration steps that you need to perform to configure Oracle Marketing Analytics for Siebel CRM Version 8.1.1, and contains the following topics:
To configure Oracle Marketing Analytics, you specify the Lead Quality codes and Lead Status codes that you want to use.
You configure Oracle Marketing Analytics by mapping domain values to columns in CSV files located in the $PMServer\LkpFiles folder (for example, INFA_HOME\server\infa_shared\LkpFiles).
Table 12-1 lists the CSV worksheet files and the domain values for Oracle Marketing Analytics in the $PMServer\LkpFiles folder.
Table 12-1 Domain Values and CSV Worksheet Files for Oracle Marketing Analytics
Worksheet File Name | Domain Value Table - Column | Description | Session |
---|---|---|---|
domainValues_MarketingLeadQuality_SEBL81.csv |
W_MKTG_LEAD_D.W_QUALITY_CODE |
Lists the lead quality codes and their corresponding domain values for the Siebel 8.1.1 Application. |
SDE_SBL_MarketingLeadDimension |
domainValues_MarketingLeadStatus_SEBL81.csv |
W_STATUS_D.W_STATUS_CODE |
Lists the lead status codes and their corresponding domain values for the Siebel 8.1.1 Application. |
SDE_SBL_StatusDimension_MarketingLeadStatus |
For more information on domain values, see Oracle Business Analytics Warehouse Data Model Reference.
Note:
When editing CSV files:You can add new values to W_ columns or map new values to existing W_ columns. Do not change the W_ values in the spreadsheet that is installed out-of-the-box.
Do not change the case of values in the CSV file.
For example, do not change 'CONTRACTOR' to 'Contractor'.
This section explains how to configure the Lead Quality codes using the domainValues_MarketingLeadQuality_SEBL81.csv configuration file.
Identify the Lead Quality Codes in your source system by using the following SQL:
SELECT distinct NAME FROM S_LST_OF_VAL WHERE TYPE = 'LEAD_QUALITY'
Using a text editor, open the domainValues_MarketingLeadQuality_SEBL81.csv file, located in the $PMServer\LkpFiles directory (for example, INFA_HOME\server\infa_shared\LkpFiles).
You must ensure that the Lead Quality Codes used in your source match the QUALITY_CODE values specified in the domainValues_MarketingLeadQuality_SEBL81.csv file.
Edit the QUALITY_CODE values in the CSV file to match the NAME values that you returned using the query in step 1.
If required, you can add new QUALITY_CODE, W_QUALITY_CODE, and W_QUALITY_DESC values to this CSV file.
Note: Do not change the default values in the other columns in the file (for example, W_QUALITY_CODE or W_QUALITY_DESC).
For example, if your source system uses 'Good' as a Quality Code rather than the out-of-the-box value 'High', you might change the appropriate row from '3-High,3-High,3-High' to '3-Good,3-High,3-High'.
Save and close the file.
This section explains how to configure the Lead Status codes using the domainValues_MarketingLeadStatus_SEBL81.csv configuration file.
Identify the Lead Status Codes in your source system by using the following SQL:
SELECT distinct NAME FROM S_LST_OF_VAL WHERE TYPE = 'LEAD_STATUS'
Using a text editor, open the domainValues_MarketingLeadStatus_SEBL81.csv file, located in the $PMServer\LkpFiles directory (for example, INFA_HOME\server\infa_shared\LkpFiles).
You must ensure that the Lead Status Codes used in your source match the STATUS_CODE values specified in the domainValues_MarketingLeadStatus_SEBL81.csv file.
Edit the STATUS_CODE values in the CSV file to match the NAME values that you returned using the query in step 1.
If required, you can also add new STATUS_CODE, W_STATUS_CODE, and W_STATUS_DESC values to this CSV file.
Note: Do not change the default values in the other columns in the file (for example, W_STATUS_CODE or W_STATUS_DESC).
For example, if your source system uses 'Not Qualified' as a Status Code rather than the out-of-the-box value 'Unqualified', you might change the appropriate row from 'Unqualified, Unqualified, Unqualified' to 'Not Qualified, Unqualified, Unqualified'.
Save and close the file.