3Setting Up Siebel Medical

Setting Up Siebel Medical

This chapter covers setting up Siebel Medical. It includes the following topics:

• About Setting Up Siebel Medical

• Administrative Setup Tasks for Siebel Medical

• About the My Team’s Filter

• Using Assignment Manager in Siebel Medical

About Setting Up Siebel Medical

This chapter lists the applications administration tasks that are specific to . Use this chapter in combination with Siebel Applications Administration Guide, the main guide for performing administrative tasks.

Siebel Applications Administration Guide covers the setup tasks that are common to all Siebel Business Applications, such as using license keys, defining employees, and defining your company’s structure. It also provides the information you will need to implement, configure, and monitor the Sales, Service, and Marketing products and to perform Data Administration and Document Administration tasks.

Some tasks listed in this chapter might replace those in the administration guide whereas others might be additional tasks. Make sure you review the table in Administrative Setup Tasks for Siebel Medical before following the procedures in Siebel Applications Administration Guide.

This guide assumes that you have already installed or completed an upgrade from another Siebel Business Application. If you have not, refer to the Installation/Upgrade section of the Siebel Bookshelf and click the links to the guides that are relevant to your company’s implementation.

The Siebel database server installation script creates a Siebel administrator account that can be used to perform the tasks described in this guide. For information about this process, see the Siebel Installation Guide for the operating system you are using, and Siebel System Administration Guide.

Caution: Do not perform system administration functions on your local database. Although there is nothing to prevent you from doing this, it can have serious results, such as data conflicts, an overly large local database, or a large number of additional transactions to route.

Enabling Siebel Server Component Groups for Siebel Medical

This system administration task describes how to activate the component groups that are required for Siebel Medical.

To enable Siebel Server component groups for Siebel Medical

1. Navigate to the Administration - Server Configuration screen, and then the Component Groups view.

2. Query for the Workflow Management Component Group.

3. On the Component Groups applet, click the Enable button.

4. Query for the EAI Component Group.

5. On the Component Groups applet, click the Enable button

6. Navigate to the Administration – Server Management screen, then the Servers and Component Groups view.

7. Verify that the State value for the Workflow Management and EAI Component Groups is set to Online.

8. Navigate to Administration – Server Configuration screen, then the Enterprises and Synchronize view.

9. Click Synchronize.

10. Restart the Siebel Server.

Activating Workflows for Siebel Medical

This system administration task describes how to activate the workflows required for Siebel Medical. For more information on activating Siebel workflows, see Siebel Business Process Framework: Workflow Guide.

To activate workflows for safety system integration

1. Navigate to the Administration - Business Process screen, then the Workflow Deployment view.

2. Query for and activate all of the following workflows:

   • Medical*

3. Verify that each activated workflow is added to the Active Workflow Processes view.

Configuring Web Services for Siebel Medical

This task describes how to configure the inbound Web service that is required for Siebel Medical.

Note: It is recommended that you use HTTPS authentication. For information on configuring Secure Sockets Layer (SSL) for HTTPS authentication, see Siebel Security Guide.

To configure Web services for Siebel Medical

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

2. Query for the SWI LS Medical Product Issue Create Inbox Item Inbound Web service.

3. On the Service Ports applet, update the Address variable to point to your Web server.

4. Configure the Language variable.

5. Query for the SWI LS Medical Update Product Issue Inbound Web service.

6. On the Service Ports applet, update the Address variable to point to your Web server.

7. Configure the Language variable.

8. Click Clear Cache on the Inbound Web Services applet.

For more information on configuring Web Services, see Integration Platform Technologies: Siebel Enterprise Application Integration on the Siebel Bookshelf.

Setting Up Siebel Medical for Integration with a Third-Party Safety System

For information on setting up Siebel Medical for integration with a third-party payments application, see Process of Setting Up Safety System Integration for Siebel Medical.

Administrative Setup Tasks for Siebel Medical

The following information lists the administrative setup procedures that are specific to Siebel Medical and procedures that might differ from those of the other Siebel Business Applications. The table also directs you to documentation containing information about each task.

When setting up your application, use the following table in combination with the main resource, Siebel Applications Administration Guide.

Table Siebel Medical Administration Tasks

Administrative Task	Description	For More Information
Define medical specialties	Defining medical specialties Defining account specialties Specifying a contact’s primary specialty	Managing Contacts in Life Sciences
Set up bricks	Defining bricks Associating a brick with a contact address	Managing Contacts in Life Sciences
Define decision issues	Defining decision issues	Managing Contacts in Life Sciences Managing Products for Life Sciences
Specifying a Competitor	Deleting an account Creating or identifying a competitor	Administering and Managing Accounts in Life Sciences Managing Contacts in Life Sciences Completing Contact and Account Call Activities
Administer Smart Calls	Creating a smart call template and making it available to end users	Creating Smart Calls Managing Pharma Samples
Configuring Time Off Territory	Configuring Time Off Territory approval process	Tracking Time Off Territory
Managing Accounts Contacts in Life Sciences	Activating workflows for accounts contacts Enabling server components for accounts contacts Setting up targeting data for a new period Activating new targeting data Generating column maps for accounts contacts list Creating product data to display in accounts contacts List	Managing Account Contacts in Life Sciences
Importing Data	Importing data with EIM Importing, extracting, and routing syndicated data Charting denormalized syndicated data	Importing Data into Life Sciences
Administering products	Creating an external product Creating an internal product or a market Making a product inactive Specifying additional product features Entering information on related products Associating related literature Entering product comparison information Creating a price list Associating a price list with a product Decision issues or product issues	Managing Products for Life Sciences
Configuring Siebel Medical	Configuring Siebel Medical Workflows Customizing Siebel Medical Web Services	Siebel Medical Developer’s Reference

About the My Team’s Filter

The Show drop-down list is found on many screens. It provides a list of filters such as My Contacts, My Team’s Contacts, and All Contacts. These filters determine what records appear in the view.

The behavior of the My Team’s filter varies from screen to screen. In some screens, this filter displays those records where the primary member of the team reports to the user. In other screens, the filter displays records where any of the team members reports to the user.

This behavior is determined in the business component by the Manager List Mode user property.

If the Manager List Mode user property is active and set to Team, the My Team’s filter displays all records where the user’s subordinate is on the team but is not necessarily the primary member.

The following information lists the default setting of the Manager List Mode user property for some Siebel Medical screens and business components.

Table The Default Setting for the Manager List Mode Use Property

Screen	Business Component	Manager List Mode
Accounts	Accounts	Inactive
Contacts	Contact	Inactive
MedEd	Pharma ME Event Professional Invitee	Active
Objectives	Objective	Active

Using Assignment Manager in Siebel Medical

Siebel Assignment Manager allows the Siebel administrator to automatically assign tasks to specific people. To do this, however, the Siebel administrator must first define assignment rules for each task. For more information on using and implementing Siebel Assignment Manager, see Siebel Assignment Manager Administration Guide. For additional information on creating territories and running territory realignments, see Siebel Territory Management Guide.

This topic provides Siebel Assignment Manager information that is specific to Siebel Medical.

Predefined Assignment Objects

Some of the predefined assignment objects and underlying criteria described in Siebel Assignment Manager Administration Guide have been modified in to support pharmaceutical business processes. The following table describes the assignment objects that are changed in .

Note: Assignment Item Type Industry Name is not supported. This assignment rule is defined for Siebel Business Applications and currently conflicts with assignment rules. uses the assignment item type Industry SIC Code.

Table Assignment Objects Changes in

Assignment Object	Modifications
Account	The assignment criteria SIC Code has been renamed Account Class of Trade. Its assignment criteria are: Account City State Country Account Brick Account Brick source table has been changed to S_CON_ADDR and source column has been changed to BRICK_ID.
Contact	This assignment object was created specifically for and is not described in Siebel Assignment Manager Administration Guide. The assignment criteria are: Contact Contact Medical Specialty Code Contact Wildcard Contact City Contact State Contact Country Contact Zip Code Contact City State Country Contact Brick Medical Specialty Organization Position

Contact Assignments in Siebel Medical

In most Siebel Business Applications, assignment of contacts is based on primary address. This process is different for . A contact can have multiple addresses, and each representative on the contact’s sales team can indicate a different primary address for the same contact. For this reason, do not base the assignment of contacts on the primary address.

For example, Representative A might indicate a hospital address as the primary address, while Representative B might indicate a private-office address as primary. In the All Contacts and My Team’s Contacts views, the primary address that appears is the one assigned by the primary team member. For more information, see Predefined Assignment Objects.

Contact Denormalization Mode in

Contact Denormalization mode in differs from the description in Siebel Assignment Manager Administration Guide in the following ways:

• It denormalizes positions from the account team table to the contact team table for all contacts directly affiliated with an account. Users can specify a direct affiliation between a contact and an account by selecting:

  • The Direct field in the Contacts, Account Affiliations view

  • The Direct field in the Accounts, Contact Affiliations view

    For more information, see Indicating an Affiliation Between an Account and a Contact.

• It does not denormalize positions from the opportunity team table to the contact team table.

• It must be run after running batch mode jobs for contacts and accounts separately. Run three separate batch mode jobs in this order:

  • Contacts

  • Accounts

  • Contact Denormalization

Contact Denormalization in has the following additional important rules, requirements, and exceptions:

• Running Contact Denormalization mode in Dynamic mode. To activate the Contact Denormalization Policy, set the expiration date to a future date or leave it blank. Then generate the database triggers by running Generate Triggers.

• Running Contact Denormalization mode in Batch mode. Remember to specify the parameters:

  Object Name = Contact Denormalization
  
  Assignment Mode = Denorm
  

• Contact Denormalization mode does not evaluate rules. Therefore, it is not necessary to create a Contact Denormalization rule-based object to run Assignment Manager in this mode. Also, because it does not evaluate rules, Contact Denormalization mode does not set the primary team position.

• Contact Denormalization assigns contacts to employees who are on the Account Team for which the contacts are directly affiliated. In order to reduce the number of contact-to-position relationship (S_POSTN_CON) rows routed to the manager's local database, the value of the ASGN_DNRM_FLG field is set to “N". With this default setting, the contacts that team members have been assigned by the Contact Denormalization process will not be visible to managers on their local databases. However, if the desired behavior is for managers to see all contacts that are assigned to their team members, regardless the assignment method, set the ASGN_DNRM_ “Y".