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Roadmap for Integrating Oracle BI Publisher with Siebel CRM for First-Time Installations

Figure 3 provides a roadmap for integrating Oracle BI Publisher with Siebel CRM. This integration is a requirement for deploying Siebel Reports for the first time.

NOTE:  It is recommended that you print this roadmap to use as a checklist as you work your way through the integration.

Explanation of Callouts

In Figure 3, the following conventions are used:

• A Siebel application view is first in the order (black box).
• A task follows a Siebel application view (green box).
• A subtask follows a task (brown box).

Figure 3. Roadmap for Integrating Oracle BI Publisher with Siebel CRM

Figure 3 illustrates the high-level tasks you perform to integrate Oracle BI Publisher with Siebel CRM if you are implementing Siebel Reports for the first time. Click the following links to navigate to detailed instructions for that topic.

1. Preparing for Integration of Oracle BI Publisher with Siebel CRM
2. Process of Installing Oracle BI Publisher for Integration with Siebel CRM
   1. Installing Oracle Business Intelligence Publisher Add-in for Microsoft Word
   2. Copying JAR Files to Oracle BI Publisher Server
   3. Enabling External File References on Oracle BI Publisher Server
3. Upgrading to the Latest Oracle BI Publisher Patch
4. Configuring an Outbound Web Service for Siebel Reports
5. Enabling Siebel Server Component Groups for Siebel Reports
6. About Configuring Security and Authentication for Siebel Reports
   • Setting Up and Enabling the Siebel Security Model for Siebel Reports
   • Configuring Security and Authentication for Siebel Reports Using LDAP
   • Configuring Siebel Reports in a Web Single Sign-On Environment
7. Adding an Explicit Reference to a Container URL for Oracle BI Publisher Server
8. Uploading Preconfigured Report Layout Templates to Oracle BI Publisher Server
9. Implementing EAI File Handling Changes for Siebel Reports Generation
10. Process of Enabling and Configuring Report Scheduling
    1. Configuring the Data Service WSDL for Oracle BI Publisher Server
    2. Verifying Symbolic URL Arguments That Embed the Oracle BI Publisher Scheduling Views in the Siebel Application