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Oracle® Application Integration Architecture Installation and Upgrade Guide for Pre-Built Integrations
Release 11.2

Part Number E26495-05
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10 Configuring and Deploying Customer MDM: Siebel CRM

This chapter discusses how to configure and deploy Oracle Customer Master Data Management Integration Option for Siebel CRM (Customer MDM: Siebel CRM).

This chapter includes the following sections:

10.1 Deployment Configuration Wizard

The DCW screens prompt you to enter the data required for successful configuration of Customer MDM: Siebel CRM. Enter the details of Customer MDM: Siebel CRM screens below, take a printout and keep it ready when you run the DCW. This action enables faster and error free configuration.

10.1.1 Integration Server Details Screen

All artifacts associated with the integration infrastructure components deploy to the integration server. This screen contains the following fields:

Table 10-1 Integration Server Details Screen Fields

Field Description

Admin Host Name

This is where the admin server resides. This can be a remote server or the same computer where the AIA Pre-Built Integrations Installer is launched. Example: server1.company.com.

The Admin Host Name is _________________________________

Admin Port

This is the port number on which Weblogic Admin server is started. To find this value contact WebLogic administrator. Example: 7001.

The Admin Port is _____________________________________

Domain Name

This is WebLogic server domain corresponding to the Admin Server. Example: domain1

The Domain Name is _____________________________________

Admin User Name

This value is the WebLogic admin user name. To find this value contact your WebLogic administrator.

The User Name is __________________________________

Admin Password

This value is the WebLogic admin password. To find this value contact your WebLogic administrator.

The password is _____________________________________

Managed Server

After you enter the Admin Host name, Admin Port, Domain Name, Admin User name and Admin Password, this field gets populated with managed servers for the domain. Select the manager server from the list. If you are deploying the integration to a SOA cluster, you should select the cluster name in this field.

The Managed Server is _______________________________

Managed Port

This field gets updated automatically after you select the managed server. If you have configured a SOA Cluster the SOA Cluster port appears in the list.


10.1.2 Siebel CRM Server Details Screen

Use this screen to enter details related to your Siebel CRM server instance. The screen contains the following fields:

Table 10-2 Siebel CRM Server Details Screen Fields

Field Description

Siebel Host name

This value is the fully qualified computer name of the Siebel CRM application. Example: example1.corp.siebel.com.

Siebel Host name is _________________________________

Siebel HTTP Port

This value is the Siebel CRM application port. To find this value, contact your administrator. Example: 8024.

Siebel HTTP Port is _______________________________

Siebel Internet Protocol

Specifies the Siebel host internet protocol. For example: http://.

Siebel host internet protocol is _____________________________

Siebel EAI Application User

To find this value, contact your administrator.

Siebel EAI Application User is ____________________________

Siebel EAI Application Password

To find this value, contact your administrator.

Siebel EAI Application Password is _______________________

Siebel Enterprise Server Name

To find this value, contact your administrator.

Siebel Enterprise Server Name is __________________________

Siebel Version

This is the version of the Siebel CRM application.

Siebel Language

This is the language used by the Siebel application. For example, enu.

Siebel Language is ________________________


10.1.3 Siebel CRM Database Details Screen

Use this screen to enter details related to your Siebel CRM database instance. The screen contains the following fields:

Table 10-3 Siebel CRM Database Details Screen Fields

Field Description

Siebel Database Host

This value is typically the computer name. To find this value, contact the database administrator. Example: server1.corp.siebel.com.

Siebel Database Host is _____________________________

Siebel Database Port

To find this value, contact the database administrator. Example: 1521.

Siebel Database Port is ______________________________

Siebel Database Username

Specifies a database user that has access to loading the EIM tables Siebel. To find this value, contact the database administrator. Example: ora12345

Siebel Database Username is ____________________________

Siebel Database Password

To find this value, contact the database administrator.

Siebel Database Password is _____________________________

Siebel Database SID

To find this value, contact the database administrator.

Siebel Database System ID is _____________________________


10.2 Session Pool Manager Details Screen

The Session Pool Manager (SPM) details are optional and required only when your Siebel server is outside of the firewall. If all your servers are within the network, leave these fields blank.

In the java.net application programming interface (API) used by SPM, proxies are supported through two system properties: http.proxyHost and http.proxyPort. They must be set to the proxy server and port respectively. This value is only set when ProxySettings_Enabled is set to TRUE.

Table 10-4 Session Pool Manager Details Screen Fields

Field Description

Proxy host url

This determines the server to be set in the system properties for http.proxyHost property.

Proxy host url is ___________________________

Proxy port

This determines the port to be set in the system properties for the http.proxyPort property.

Proxy port is ______________________________


Caution:

These fields are optional so leave the values blank. These values are required only if the Siebel server is outside of the firewall.

10.3 Overall Configuration and Deployment of MDM Customer Integrations

The overall MDM Customer integration consists of four component integrations: MDM Customer Base Pack (UCM) and three other options: MDM Customer Siebel, MDM Customer E-Business Suite and MDM Customer BRM. The overall MDM Customer integration can be configured and deployed by selecting any integration or integration combination. The configuration and deployment process consists of the following steps:

  1. Configure and deploy the MDM Customer component integrations. Section 10.4 discusses configuring and deploying the Customer MDM: Siebel CRM. For detailed instructions on the other MDM Customer integrations, see your specific integration chapters in Part I, "Configuring and Deploying Pre-Built Integrations" of this guide.

  2. Deploy the MDM Customer Routing Rules following the instructions discussed in Chapter 13, "Deploying Customer MDM: Routing Rules". Routing Rules wire the integration services, depending on the integrations deployed.

  3. Configure and deploy the MDM Customer Match Fetch Enterprise Composite Application following the instructions in Chapter 14, "Deploying Customer MDM: Match Fetch Enterprise Composite Application". This UI application enables match and fetch of customers from the hub.

10.4 Configuring and Deploying Customer MDM: Siebel CRM

This section discusses the integration configuration and deployment process. There are two steps:

  1. Configure your integration using the DCW.

  2. Deploy the integration to the Fusion Middleware server.

10.4.1 Configuring Customer MDM: Siebel CRM

The screens that appear prompt you to enter the data that is required for successful configuration of Customer MDM: Siebel CRM. Keep the completed worksheets Customer MDM: Siebel CRM screens ready before you launch the DCW.

Note:

If you are harvesting content to OER, perform the first three steps. Else start from step 4.

To configure Customer MDM: Siebel CRM:

  1. Navigate to /slot/emsxxxx/oracle/Middleware/user_projects/domains/soa_domain/bin/ and open setDomainEnv.sh for Linux based systems and setDomainEnv.bat for Microsoft Windows.

  2. Replace WLS_JDBC_REMOTE_ENABLED="-Dweblogic.jdbc.remoteEnabled=false" with WLS_JDBC_REMOTE_ENABLED="-Dweblogic.jdbc.remoteEnabled=true".

  3. Restart the server.

  4. Navigate to <AIA_Instance>/bin and run the command source aiaenv.sh for Linux based systems and aiaenv.bat for Microsoft Windows to configure installation environment.

  5. Navigate to <AIA_HOME>/bin and run the command ./aiaconfig.sh for Linux based systems and aiaconfig.bat for Microsoft Windows.

    This launches the AIA DCW.

  6. Click Next.

  7. Select Oracle Customer Master Data Management Integration Option for Siebel CRM under Customer Master Data Management Pre-Build Integrations

  8. Click Next.

10.4.1.1 Specify Integration Server Details

To specify integration Server details:

  1. Enter information related to your integration server in the Integration Server Details screen.

  2. Click Next.

10.4.1.2 Specify Siebel CRM Server Details

To specify Siebel CRM Server details:

  1. Enter information about your Siebel CRM Server in the Application Details - Siebel CRM screen.

  2. Click Next.

10.4.1.3 Specify Siebel CRM Database Details

To specify Siebel CRM Database details:

  1. Enter information about your Siebel CRM Database the Siebel CRM Database Details screen.

  2. Click Next.

10.4.1.4 Specify Session Pool Manager Details

To specify Session Pool Manager details:

  1. Enter information related to your Session Pool Manager installation in the Session Pool Manager Details screen.

  2. Click Next.

10.4.1.5 Complete Configuration

To complete configuration:

  1. Review the configuration information on the Configuration Summary screen.

    Note:

    If you want to make changes to the configuration, use the navigation pane on the left and select the screen you want to edit.

    You can create a response file based on the input provided in the DCW and use it in future when you want to deploy the integration. You can configure using the steps described in Section 10.4.2, "Configuring using the Response File". Click Save Response File and save the response file with the name and location of your choice.

  2. Click Configure to accept this configuration and begin the installation.

    The system displays progress of configuration in the Configuration Progress screen.

    The system displays any warnings or errors as necessary. You can review the configuration log for additional details. The configuration log location is displayed in Configuration Progress screen.

  3. When the configuration process finishes without errors, click Next.

  4. When the AIA DCW displays the Configuration Complete screen, click Finish to close the DCW.

10.4.2 Configuring using the Response File

To configure using the response file:

  1. Open the response file.

    When you create a response file through OUI, passwords get stored as <SECURE>.

  2. Replace the password fields with actual passwords in the response file.

  3. Navigate to <AIA_Instance>/bin and run the command source aiaenv.sh for Linux based systems and aiaenv.bat for Microsoft Windows to configure the environment.

  4. Navigate to <AIA_HOME>/bin and run the command ./aiaconfig.sh <Response File Location and Name> for Linux based systems and aiaconfig.bat <Response File Location and Name> for Microsoft Windows.

10.4.3 Deploying Customer MDM: Siebel CRM

To deploy the integration to Fusion Middleware server:

  1. Navigate to <AIA_Instance>/bin and run the command source aiaenv.sh for Linux based systems and aiaenv.bat for Microsoft Windows to configure the environment.

  2. Run the command for your platform.

    Note:

    In Windows 2008, 2008 R2 and Vista, run the command prompt as an administrator (elevated mode). If the command prompt is invoked in normal mode, the integrations are not displayed.

    Table 10-5 Deployment Commands for Customer MDM: Siebel CRM

    Platform Deployment Command

    Linux x86

    Solaris SPARC (64-bit)

    IBM AIX Based Systems (64-bit).

    HP-UX 11i (64 bit)

    sh $AIA_HOME/pips/MDMCustomerSiebel/DeploymentPlans/deployMDMCustomerSiebel.sh
    

    Microsoft Windows (32-bit)

    %AIA_HOME%\pips\MDMCustomerSiebel\DeploymentPlans\deployMDMCustomerSiebel.bat
    

  3. Review the log file in the location specified in the command or at the default location <AIA_Instance>/logs/MDMCustomerSiebelDP_Deployments_YYYY-MM-DD_HH-MI-SS.log to verify successful deployment of the integration.

Oracle AIA ships artifacts in AIA Lifecycle Workbench which can be used in your integrations. These artifacts are created using FMW technologies such as BPEL and Mediator and are natively supported by AIA Foundation Pack tools such as Project Lifecycle Workbench, Harvester, Deployment Generator, AIA Deployment Driver (ADD). These are called native artifacts and they include SOA artifact types such as composites, DataSources, DVM, xRef, and so on. These artifacts can be modified or new natively supported artifacts can be added using the AIA Lifecyle Workbench and a BOM.xml file can be generated.

AIA integration development teams, most often, also require deployment of artifact types that are beyond what is supported by the Project Lifecycle Workbench and AIA Harvester. For instance, integration may require artifacts such as, Java applications, Shell Scripts, ANT based build scripts which constitute part of integration landscape in addition to the artifacts that are delivered by AIA. AIA also supports deployment of these supplementary artifacts. However, you must modify and add new non native artifacts outside AIA Lifecycle Workbench.

For more information on deploying artifacts, see Oracle Fusion Middleware Developer's Guide for Oracle Application Integration Architecture Foundation Pack, "Generating Deployment Plans and Deploying Artifacts".

10.5 Postdeployment Configuration

This integration uses the Session Pool Manager utility. Configure Session Pool Manager after you install the integration. For information on how to configure Session Pool Manager for your integration environment and needs, see Oracle Application Integration Architecture Process Integration Pack Utilities Guide, "Session Pool Manager".

10.6 Verifying Deployment

To verify the Customer MDM: Siebel CRM deployment:

  1. Open the log files from the following location and look for warnings and error messages:

    • For Linux x86, Solaris SPARC (64-bit), HP-UX 11i (64 bit) and IBM AIX Based Systems (64-bit): Review the install log located at <AIA_HOME>/aia_instances/<instance name>/logs to verify whether the integration is successfully installed.

    • For Microsoft Windows (32-bit): Review the install log located at <AIA_HOME>\aia_instances\<instance name>\logs to verify whether the integration is successfully installed.

  2. Confirm that Customer MDM: Siebel CRM services were installed.

    1. Navigate to the Oracle Enterprise Manager Fusion Middleware Control: (http://<server name>:<port number>/em/).

    2. Log in with the server admin user name. For access details, contact the system administrator.

    3. Expand Farm_soa_domain, SOA, soa-infra, Default and look for the following items:

    • AIASessionPoolManager

    • FetchAccountSiebelReqABCSImpl

    • FetchContactSiebelReqABCSImpl

    • FetchCustomerPartyEBF

    • MatchAccountSiebelReqABCSImpl

    • MatchContactSiebelReqABCSImpl

    • SyncAccountSiebelAggregatorAdapter

    • SyncAccountSiebelReqABCSImpl

    • SyncAcctSiebelAggrEventConsumer

    • SyncAddressSiebelAggregatorAdapter

    • SyncBPSiebelAggregatorAdapter

    • SyncContactSiebelAggregatorAdapter

    • SyncContactSiebelReqABCSImpl

    • SyncContSiebelAggrEventConsumer

    • SyncCustomerPartyListResponseSiebelProvABCSImpl

    • SyncCustomerPartyListSiebelProvABCSImpl

    • TransformAppContextSiebelService

    For more information about the DVMs to be verified, see Oracle Application Integration Architecture Customer Master Data Management Integration Pack Implementation Guide.

  3. Verify whether Session Pool Manager is successfully installed and ensure that the Siebel server is active.

    1. Log in to the Oracle Enterprise Manager Fusion Middleware Control: (http://<server name>:<port number>/em/).

    2. Expand Farm_soa_domain, SOA, soa-infra (soa_server1), Default and click AIASessionPoolManager on the left panel.

    3. Click Test.

    4. Enter Operation = Start.

    5. Under the collapsible section titled Security, select WSS Username Token and enter the WLS admin user name and password.

    6. Under Input Arguments, Enter HostId = SEBL_01.

    7. Click Test Web Service.

    You should see a successful initialization response message. For more information and troubleshooting steps, see Oracle Application Integration Architecture Process Integration Pack Utilities Guide, "Session Pool Manager".

10.6.1 Validating Security Policies

All SOA composites are protected by Global Policies provided by Foundation Pack as defined in the Security section of the Developer Guide. Additionally individual services for this integration have locally attached security policies.

To validate locally attached security policies:

  1. Log in to Oracle Enterprise Manager Fusion Middleware Control

  2. Navigate to WebLogic Domain, soa_domain, Web Services, Policies.

  3. Verify Service Policy attachment.

    1. Find the service policy in the list of policies.

    2. Click the number in Attachment Count column.

      This opens Usage Analysis screen.

    3. Change the Subject Type list box to SOA Service.

    4. Validate that all the composites are listed with local attachment to this service policy.

  4. Verify Client Policy attachment

    1. Navigate back to Policies screen and find the client policy

    2. Click the number in Attachment Count column.

      This opens Usage Analysis screen.

    3. Change the Subject Type list box to SOA Reference.

    4. Validate that all the composites are listed with local attachment to this client policy and attached to the correct references.

      Table 10-6 Service Policy Attachments for Customer MDM Siebel CRM

      Composite Service Policy

      TransformAppContextSiebelService

      oracle/aia_wss_saml_or_username_token_service_policy_OPT_ON

      AIASessionPoolManager

      oracle/aia_wss_saml_or_username_token_service_policy_OPT_ON


      Table 10-7 No Authentication Service Policy Attachments for Customer MDM Siebel CRM

      Composite Service Policy

      SyncCustomerSiebelEventAggregator

      oracle/no_authentication_service_policy

      MatchAccountSiebelReqABCSImpl

      oracle/no_authentication_service_policy

      MatchContactSiebelReqABCSImpl

      oracle/no_authentication_service_policy

      FetchAccountSiebelReqABCSImpl

      oracle/no_authentication_service_policy

      FetchContactSiebelReqABCSImpl

      oracle/no_authentication_service_policy


      Table 10-8 Saml Opt On Client Policy Attachments for Customer MDM Siebel CRM

      Composite Reference Client Policy

      SyncCustomerSiebelEventAggregator

      SyncContactSiebelAggregatorAdapter

      oracle/aia_wss10_saml_token_client_policy_OPT_ON

      SyncCustomerSiebelEventAggregator

      SyncAccountSiebelAggregatorAdapter

      oracle/aia_wss10_saml_token_client_policy_OPT_ON

      SyncCustomerSiebelEventAggregator

      SyncAddressSiebelAggregatorAdapter

      oracle/aia_wss10_saml_token_client_policy_OPT_ON

      SyncCustomerSiebelEventAggregator

      SyncBPSiebelAggregatorAdapter

      oracle/aia_wss10_saml_token_client_policy_OPT_ON

      SyncCustomerSiebelEventAggregator

      AIAAsyncErrorHandlingBPELProcess

      oracle/aia_wss10_saml_token_client_policy_OPT_ON

      TransformAppContextSiebelService

      AIAAsyncErrorHandlingBPELProcess

      oracle/aia_wss10_saml_token_client_policy_OPT_ON


For integration implementation, see Oracle Application Integration Architecture Customer Master Data Management Integration Pack Implementation Guide.

10.7 Undeploying Customer MDM: Siebel CRM

To undeploy the integration from Fusion Middleware Server:

  1. Navigate to <AIA_Instance>/bin and run the command source aiaenv.sh for Linux based systems and aiaenv.bat for Microsoft Windows to configure the environment.

  2. Run the command for your platform.

    Table 10-9 Undeployment Command for Customer MDM: Siebel CRM

    Platform Undeployment Command

    Linux x86

    Solaris SPARC (64-bit)

    IBM AIX Based Systems (64-bit).

    HP-UX 11i (64 bit)

    sh $AIA_HOME/pips/MDMCustomerSiebel/DeploymentPlans/undeployMDMCustomerSiebel.sh
    

    Microsoft Windows (32-bit)

    %AIA_HOME%\pips\MDMCustomerSiebel\DeploymentPlans\undeployMDMCustomerSiebel.bat
    

  3. Restart the SOA server.

  4. Uninstall the integration following the instructions in Chapter 39, "Uninstalling Oracle AIA".