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Updating a Custom Hierarchy by Processing Deleted Records


When you perform the update hierarchy procedure, the records that are deleted using Enterprise Integration Manager (EIM) are not processed. This procedure results in some records not having a parent record. To delete these records, update the custom hierarchy by processing the deleted records.

The Update Hierarchy function uses the new entries in the relationship table S_DYN_HRCHY_REL to update only the denormalized table S_DYNHR_RPT_REL. This function does not affect the user interface; the function affects only the data processing.

Before updating the hierarchy with deleted records, configure the Update with Deletion button in Siebel Tools. For information about configuring a button control, see Configuring Siebel Business Applications.

This task is a step in Process of Using and Administering Global Accounts.

To configure the Update with Deletion button

  1. In Siebel Tools, click Applet in the Object Explorer, select Dynamic Hierarchy Admin List Applet, and then lock the object so that you can change it.
  2. In the Object Explorer, navigate to the Applet, then create a control with the following properties:

    Name = Update Hierarchy With Deletion Button

    Caption = Update Hierarchy With Deletion

    HTML Type = MiniButton

    Method Invoked = UpdateHierarchyWithDeletion

  3. Right-click the applet and select Edit Web Layout.

    The Web Layout Editor displays.

  4. Change the template mode in the Controls/Columns window to Edit List.

    NOTE:  The Controls/Columns window displays the available controls; including the one you created in Step 2.

  5. Relocate the new button control onto an available location. When you release the mouse, the button displays.
  6. Click Save and then close the Web Layout Editor.
  7. Deliver your changes to the Siebel runtime repository.
  8. Unlock the object.
  9. To view the new object in Siebel CRM, navigate to Accounts, then the Global Accounts Administration view.

Updating a Custom Hierarchy

Complete the following procedure to update a custom hierarchy.

To update a custom hierarchy

  1. Navigate to the Accounts screen, then the Global Accounts Administration view.
  2. Select the account relationships record that you want to update.
  3. Click Update Hierarchy with Deletion.

    You can see error log data after you click Update Hierarchy with Deletion if an administrator configures this error log file. For more information, see Configuring Error Log Files for Hierarchy Changes.

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