12 Configuring Oracle Marketing Analytics

This section describes how to configure Oracle Marketing Analytics.

It contains the following topics:

• Section 12.1, "Overview of Oracle Marketing Analytics"

• Section 12.2, "Configuration Required Before A Full Load"

12.1 Overview of Oracle Marketing Analytics

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

12.2 Configuration Required Before A Full Load

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:

• Section 12.2.1, "Configuring Oracle Marketing Analytics For Siebel Version 8.1.1"

12.2.1 Configuring Oracle Marketing Analytics For Siebel Version 8.1.1

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:

• Section 12.2.1.1, "About Domain Values and CSV Worksheet Files for Oracle Marketing Analytics"

• Section 12.2.1.2, "How to Configure the Lead Quality Codes"

• Section 12.2.1.3, "How to Configure Lead Status Codes"

12.2.1.1 About Domain Values and CSV Worksheet Files for Oracle Marketing Analytics

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 by default.

• Do not change the case of values in the CSV file.

  For example, do not change 'CONTRACTOR' to 'Contractor'.

12.2.1.2 How to Configure the Lead Quality Codes

This section explains how to configure the Lead Quality codes using the domainValues_MarketingLeadQuality_SEBL81.csv configuration file.

1. 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'
   

2. 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.

3. 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 default value 'High', you might change the appropriate row from '3-High,3-High,3-High' to '3-Good,3-High,3-High'.

4. Save and close the file.

12.2.1.3 How to Configure Lead Status Codes

This section explains how to configure the Lead Status codes using the domainValues_MarketingLeadStatus_SEBL81.csv configuration file.

1. 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'
   

2. 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.

3. 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 default value 'Unqualified', you might change the appropriate row from 'Unqualified, Unqualified, Unqualified' to 'Not Qualified, Unqualified, Unqualified'.

4. Save and close the file.