About Setting Up ASIs for Siebel PRM

You can set up ASIs for Siebel PRM in the following ways:

• "Setting Up Opportunity Transfer for Siebel PRM"

• "Setting Up Shopping Cart Transfer for Siebel PRM"

After following the specific instructions to set up either of these, you must follow the general instructions for setting up ASIs, which applies to both of them, described in "General Setup for ASIs for Siebel PRM".

Setting Up Opportunity Transfer for Siebel PRM

To set up real-time opportunity transfer with a partner, you must:

• Set up the Web services

• Assign a port to the partner

• Do the general setup for ASIs

Setting Up Web Services for Opportunity Transfer

To set up the Web services, you must log in to Siebel PRM Manager as a user with system administrator privileges. Then, you must set up outbound Web services and set up inbound Web services.

To set up outbound Web services  

1. Navigate to the Administration - Web Services screen, then the Outbound Web Service view.

2. In the Outbound Web Service list, create a query to display all records with "External Opportunity*" in the Name field.

3. Select Active in the Status field of all of these records to activate these Web services.

4. Select the record with the name External Opportunity Create.

5. In the Service Ports list, click New, and enter the values in the following table in the fields of the new record.

   Field	Description
   Name	Enter a name for the port, such as Transfer opportunity.
   Port Type	Select External Opportunity Create.
   Transport	Select HTTP.
   Address	Specify the address or URL of the target system with which you are communicating. If you are communicating with another Siebel instance, enter the following: http://webserver/eai_lang/start.swe?SWEExtSource=WebService&SWEExtCmd=Execute&WSSOAP=1 For the values in angle brackets, use the actual values for your system.
   Protocol	Select SOAP_RPC_ENCODED.
   Comment	Enter a comment for your own use.

   
   

6. In the Operation Bindings list, click New, and enter the values in the following table in the fields of the new record.

   Field	Description
   Operation Name	Use the list to select ExternalOpportunityCreateExecute.
   Binding Property	namespace
   Binding Value	http://siebel.com/asi/

   
   

7. Follow Step 1 through Step 6 to define the service port for External Opportunity Update, with these exceptions:

   1. In the Outbound Web Service list, select External Opportunity Update.

   2. Add a new record in the Service Ports list with the same values you entered for External Opportunity Create, but change the port type value to External Opportunity Update.

   3. Add a new record in the Operation Bindings list with the same values you entered for External Opportunity Create, but change the Operation Name value to ExternalOpportunityUpdateExecute.

8. Follow Step 1 through Step 6 to define the service port for External Opportunity Query, with these exceptions:

   1. In the Outbound Web Service list, select External Opportunity Query.

   2. Add a new record in the Service Ports list with the same values you entered for External Opportunity Create, but change the port type value to External Opportunity Query.

   3. Add a new record in the Operation Bindings list with the same values you entered for External Opportunity Create, but change the Operation Name value to ExternalOpportunityQueryExecute.

9. Follow Step 1 through Step 6 to define the service port for External Opportunity Update Response, with these exceptions:

   1. In the Outbound Web Service list, select External Opportunity Update Response.

   2. Add a new record in the Service Ports list with the same values you entered for External Opportunity Create, but change the port type value to External Opportunity Update Response.

   3. Add a new record in the Operation Bindings list with the same values you entered for External Opportunity Create, but change the Operation Name value to ExternalOpportunityUpdateResponseExecute.

Note: Users must activate the workflows before they set up the Inbound Web services, or they cannot select the workflow under the Implementation Name in the Type field. For more information, see "Activate Workflows".

To set up inbound Web services  

1. From the Link bar, select Inbound Web Service.

2. In the Inbound Web Service list, create a query to display all records with "Siebel Opportunity*" in the Name field.

3. Select Active in the Status field of all of these records to activate these Web services.

4. Select the record with the name Siebel Opportunity Create.

5. In the Service Ports list, click New, and enter the values in the following table in the fields of the new record.

   Field	Description
   Name	Enter a name for the port, such as Receive opportunity.
   Type	Click the select icon. In the dialog box, click New and enter the following values in the new record: Implementation Type: Workflow Process Implementation Name: Select Opportunity Sharing Siebel Create Name: Siebel Opportunity Create After creating this record, select it as Type.
   Business Service	Entered automatically when you select the Type.
   Transport	Select HTTP.
   Address	Enter: http://webserver/eai_lang/start.swe?SWEExtSource=WebService&SWEExtCmd=Execute&WSSOAP=1 For the values in angle brackets, use the actual values for your system.
   Bindings	Select SOAP_RPC_ENCODED.
   Comment	Enter a comment for your own use.

   
   

6. In the Operations list, click New, and enter the values in the following table in the fields of the new record.

   Field	Description
   Name	Enter ExternalOpportunityCreateExecute.
   Business Service	Entered automatically when you create a new operation.

   
   

7. Follow Step 1 through Step 6 to define the service port for Siebel Opportunity Update, with these exceptions:

   1. In the Inbound Web Service list, select Siebel Opportunity Update.

   2. Add a new record in the Service Ports list with the same values you entered for External Opportunity Create, but use the following values for the Type field when you create the new record in the list:

      • Implementation Type: Workflow Process

      • Implementation Name: Select Opportunity Sharing Siebel Update

      • Name: Siebel Opportunity Update

   3. Add a new record in the Operations list with the same values you entered for External Opportunity Create, but change the Name in the Operations list to ExternalOpportunityUpdateExecute.

8. Follow Step 1 through Step 6 to define the service port for Siebel Opportunity Query, with these exceptions:

   1. In the Inbound Web Service list, select Siebel Opportunity Query.

   2. Add a new record in the Service Ports list with the same values you entered for External Opportunity Create, but use the following values for the Type field when you create the new record in the list:

      • Implementation Type: Workflow Process

      • Implementation Name: Select Opportunity Sharing Siebel Query

      • Name: Siebel Opportunity Query

   3. Add a new record in the Operations list with the same values you entered for External Opportunity Create, but change the Name in the Operations list to ExternalOpportunityQueryExecute.

9. Follow Step 1 through Step 6 to define the service port for Siebel Opportunity Update Response, with these exceptions:

   1. In the Inbound Web Service list, select Siebel Opportunity Update Response.

   2. Add a new record in the Service Ports list with the same values you entered for External Opportunity Create, but use the following values for the Type field when you create the new record in the list:

      • Implementation Type: Workflow Process

      • Implementation Name: Select Opportunity Sharing Receive Update Response

      • Name: SiebelOpportunityUpdateResponse

   3. Add a new record in the Operations list with the same values you entered for External Opportunity Create, but change the Name in the Operations list to ExternalOpportunityUpdateResponseExecute.

Assigning a Partner Port for Real-Time Opportunity Transfer

To set up real-time opportunity transfer, in addition to setting up inbound and outbound Web services, you must assign a port to the partner.

To assign a port to the partner for real-time opportunity transfer  

1. Navigate to the Administration - Partner screen, then the Registered Partners view.

2. In the Partners list, drill down on the name of the partner company.

3. Click the Integration view tab.

4. In the Integration list, click New, and use the list to select one of the ports you created for the Outbound Web Services list.

5. Continue to create a new record in the Integration list for each of the ports you created in the Outbound Web Services list that belongs to this partner.

Additional Setup Tasks

To finish setting up opportunity transfer, you must also complete the tasks described in "General Setup for ASIs for Siebel PRM".

Setting Up the Partner

For testing, you can set up a second system to represent a partner. On the second system, repeat the steps above for setting up the Web services and assigning the port. However, when you assign the port, as the partner, pick the organization that is the brand owner on the first system you set up.

After you have tested opportunity transfer and are ready to use it with actual partners, you must set up outbound ports for every partner to which you plan to transfer.

In the External Opportunity Create Web service, you must create a separate service port for each partner, as described in "Setting Up Web Services for Opportunity Transfer". Repeat this process for the rest of the outbound Web services. Then, use the Administration - Partner screen to assign the partner a port, as described in "Assigning a Partner Port for Real-Time Opportunity Transfer", where you must add the port with each partner's URL to that partner's integration profile.

In addition, you must talk to your partners to make sure the partners have some structure set up to receive a transfer. You must also make sure that partners have your organization listed as a partner in their own systems and that they have the correct value for the D-U-N-S number.

On your system, there is an Internal DUNS Number System Preference. This has to be changed to match your company's D-U-N-S number.

If your organization expects to receive transfers from partners, you must also make sure those partners are listed as partners and their D-U-N-S numbers are set correctly in your system.

Setting Up Shopping Cart Transfer for Siebel PRM

To set up real-time shopping cart transfer to a partner, you must:

• Set up the Web services

• Assign a port to the partner

• Change the Siebel PRM Portal configuration file

• Assign global product identifiers

• Check setup of ATP

• Do the general setup for ASIs

Setting Up Web Services for Shopping Cart Transfer

To set up the Web services, you must log in to Siebel PRM Manager as a user with system administrator privileges, and then set up outbound Web services and set up inbound Web services.

To set up outbound Web services  

1. Navigate to the Administration - Service Administration screen, then the Outbound Web Service view.

2. In the Outbound Web Service list, create a query to display the records with "External Shopping Cart Create" in the Name field.

3. Select Active in the Status field of this record to activate this Web service.

4. In the Service Ports list, click New, and enter the values in the following table in the fields of the new record.

   Field	Description
   Name	Enter a name for the port, such as Transfer Cart.
   Port Type	Select External Shopping Cart Create.
   Transport	Select HTTP.
   Address	Specify the address or URL of the target system with which you are communicating. If you are communicating with another Siebel instance, enter the following: http://webserver/eai_lang/start.swe?SWEExtSource=WebService&SWEExtCmd=Execute&WSSOAP=1 For the values in angle brackets, use the actual values for your system.
   Binding	Select SOAP_RPC_ENCODED.
   Comment	Enter a comment for your own use.

   
   

5. In the Operation Bindings list, click New, and enter the values in the following table in the fields of the new record.

   Field	Description
   Operation Name	In the picklist, select ExternalShoppingCartCreateSynchronize
   Binding Property	namespace
   Binding Value	http://siebel.com/asi/

   
   

Note: Users must activate the workflows before they set up the Inbound Web services, or they cannot select the workflow under the Implementation Name in the Type field. For more information, see "Activate Workflows".

To set up inbound Web services  

1. Navigate to the Administration - Web Services screen, then the Inbound Web Service view.

2. In the Inbound Web Service list, create a query to display the record with "Siebel Shopping Cart Create" in the Name field.

3. Select Active in the Status field of this record to activate this Web service.

4. Select the record with the name Siebel Shopping Cart Create.

5. In the Service Ports list, click New, and enter the values in the following table in the fields of the new record.

   Field	Description
   Name	Enter a name for the port, such as Receive Cart.
   Type	Click the select icon. In the dialog box, click New and enter the following values in the new record: Implementation Type: Workflow Process Implementation Name: Select Transfer Cart Inbound Receive Process Name: Siebel Shopping Cart Create After creating this record, select it as Type.
   Business Service	Entered automatically when you select the port type.
   Transport	Select HTTP.
   Address	Enter: http://webserver/eai_lang/start.swe?SWEExtSource=WebService&SWEExtCmd=Execute&WSSOAP=1 For the values in angle brackets, use the actual values for your system.
   Binding	Select SOAP_RPC_ENCODED.
   Comment	Enter a comment for your own use.

   
   

6. In the Operations list, click New, and enter the values in the following table in the fields of the new record.

   Field	Description
   Name	Enter ExternalShoppingCartCreateSynchronize.
   Business Service	Entered automatically when you create a new operation.

   
   

Assigning a Partner Port for Real-Time Shopping Cart Transfer

To set up real-time shopping cart transfer, in addition to setting up inbound and outbound Web services, you must assign a port to the partner. If you are not using middleware, you might want to set up a different port for each partner.

To assign a port to the partner for real-time shopping cart transfer  

1. Navigate to the Administration - Partner screen, then the Registered Partners view.

2. In the Partners list, select the partner company.

3. Click the Integration view tab.

4. In the Integration list, click New, and use the picklist to select the port you created in the Outbound Web Services list.

Change the PRM Portal Configuration File

The final step to allow shopping cart transfer is to change the configuration file for the Siebel PRM Portal.

To change the parameters to allow shopping cart transfer  

1. Use any text editor to open the configuration file for the Siebel PRM Portal, which is the file installation directory\siebsrvr\bin\lang\scw.cfg.

2. In the [InfraShoppingService] section of the file, edit the EnableTransferCart parameter as follows:

   EnableTransferCart=TRUE
   

3. Change this parameter in the Server Administration screen as follows:

   1. Navigate to the Server Administration screen, then the Components view.

   2. Click the Component Parameters view tab.

   3. In the Components list, search for eChannel Object Manager in the Name field.

   4. In the Component Parameters list, find the parameter EnableTransferCart and select TRUE as its value.

4. Restart your server.

Global Product Identifiers

The brand owner and partners uniquely identify products using the Global Product Identifier field defined in the Product Administration screen of Siebel Business Applications (or the equivalent field of other applications that your partners use).

To receive shopping carts, the partners must have the same products as the brand owner in their product databases and they must use the Global Product Identifier. If a partner that is receiving a shopping cart transfer does not have a product with a matching Global Product Identifier, the transfer fails.

Before using shopping cart transfer, make sure the brand owner and partners have defined the relevant products in their respective applications. This is generally done as an offline batch process.

Checking Setup of ATP

If you are using ATP functionality, you must set it up to call your partner's ATP engine (or your own internal ATP engineer).

Alternatively, you can modify the workflows so they do not use the ATP step. For information about modifying workflows, see "Shopping Cart Transfer Workflows".

This topic describes how to set up ATP functionality for testing purposes.

Note: Before performing the following procedure, make sure that you are using the ATP ASI Test service for the ATP Web Service.

To set up ATP functionality for testing purposes  

1. Navigate to the Administration - Web Service screen, then the Outbound Web Service view.

2. Find the Web service named External ATP Check.

3. Change the value for Address to ATP ASI Test.

4. Change the value for Transport to Local Business Service.

5. Change the value for Binding to Property Set.

6. Create a new record in the Operation Bindings list with Operation Name=Execute, Bind Property=namespace, and Binding Value=http://siebel.com/asi/.

7. If you have tried to run this service before, you must restart the server.

Additional ATP Setup Tasks

To finish setting up shopping cart transfer, you must also complete the tasks described in "General Setup for ASIs for Siebel PRM".

General Setup for ASIs for Siebel PRM

To set up either opportunity transfer or shopping cart transfer, in addition to the tasks described previously, you must also perform the tasks in this topic:

• Activate workflows

• Assign D-U-N-S numbers

Activate Workflows

For either opportunity transfer or shopping cart transfer, you must activate the workflow processes used for real-time integration. Activate all workflows where the Group field has the value PRM ASI.

Note: For testing, you must perform this task on the second system as well.

You activate workflows in Siebel Tools. For more information, see Siebel Business Process Framework: Workflow Guide.

Assigning D-U-N-S Numbers

For either opportunity transfer or shopping cart transfer, you must enter a D-U-N-S number for your own company and for all partner companies that use ASIs. The ASIs use the D-U-N-S number to uniquely identify the companies that are sending and receiving information.

Though it is recommended that you use the D-U-N-S number, you can use any unique identification number that you and your partners agree on.

You must also assign D-U-N-S numbers for Accounts that you transfer back and forth to make sure both systems are referring to the same account. Alternatively, you can change the inbound workflows to search for the Account Name instead of the D-U-N-S number when checking to see if the Account already exists.

To set D-U-N-S numbers  

1. Set the D-U-N-S number for your own company as follows:

   1. Navigate to the Administration screen, then the System Preferences view.

   2. Search for a preference named Internal DUNS Number and enter its value.

2. Set the D-U-N-S number for all partner companies that use ASIs as follows:

   1. Navigate to the Partners screen, then the Partner List view.

   2. In the Partners list, select the record for the partner company.

   3. In the More Info form, enter the value in the DUNS# field.

Note: The D-U-N-S numbers that your partners use must match the D-U-N-S numbers you use. The D-U-N-S number you enter for a partner in your system must match the D-U-N-S number that partner uses for itself in its system. The D-U-N-S number you enter for your own company in your own system must match the number the partner uses for your company in its system.

You do not need to modify these workflows, but you can modify them to suit your business model.