Siebel ADM Supported Data Types

This chapter provides deployment and activation details and limitations for Siebel Application Deployment Manager (ADM) data types. The ADM data types described in this chapter represent Oracle's Siebel CRM customizations that are available for migration using the ADM framework. This chapter has the following topics:

How to Use This Appendix

This chapter contains details on each supported Siebel Application Deployment Manager (ADM) data type and the data types' behavior and dependencies during the ADM packaging, deployment, and activation processes. The tables in Summary of Siebel ADM Data Types and Siebel ADM Data Type Dependencies list this information.

A subset of data types requires additional consideration or configuration during the deployment process and are described in Siebel ADM Data Type Details.

Use this collected information on supported ADM data types to determine a migration strategy or when setting IT or infrastructure update policies. This information can help form a best course of action when performing complex ADM deployments with many dependencies.

You can also use this chapter to categorize the development data types based on the system impact or deployment behavior. This information is useful when combined with your internal release strategy. For example, data types that do not require activation can be deployed and made available immediately, with no downtime.

About the Siebel ADM Data Type Summary Table

This topic describes the column headings in the table in Summary of Siebel ADM Data Types that provide a summary definition of the content and functionality of individual Siebel Application Deployment Manager (ADM) data types. For information about how to use this information during the ADM packaging and deployment phases, see How to Use This Appendix.

The following list explains the terms used in the table in Summary of Siebel ADM Data Types:

Data Type. Name of the ADM data type, which represents the customized application data. Some of the listed data types are linked to subtopics in Siebel ADM Data Type Details, where more information can be found.
Deployment Alias. Alternate name or alias of the ADM data type used during deployment.
Category. High-level category of the ADM data types. There are three categories: database types, repository types, and file types.
A (Activate). Indicates if the ADM data type is available for activation on the target environment. If it is not available, then the data type does not require activation to be deployed and becomes active as soon as the copy process is complete.
S (System Impact). Indicates impact to the system, if any, when items of this type are deployed and activated. These are the possible values:
- No impact. The data type can be deployed without any impact to the availability of the system.
- User reconnect. The user must log in again to access any newly deployed items for this data type.
- Manual activation. The data type does not support activation through the ADM framework; therefore, manual steps must be taken to complete the deployment.
- Web server restart. Restart Web servers to fully deploy and activate the items for this data type.
- Rolling server restart. Restart Siebel Servers to fully deploy and activate the items for this data type. However, it is possible to limit the impact on server availability by performing the deployment (and server restart) to a subset of the Siebel Servers at a time; that is, in a rolling fashion.
- Siebel Enterprise Server restart. Restart the entire target Siebel Enterprise Server to fully deploy and activate items for this data type.

Summary of Siebel ADM Data Types

The following table presents summary data for each of the supported Siebel Application Deployment Manager (ADM) data types.

In this table, A indicates Activate and S indicates System Impact. For more information about each of the column headings, see About the Siebel ADM Data Type Summary Table.

Table ADM Supported Data Types

Data Type	Deployment Alias	Category	A	S
Access Controlled Business Service	Access Controlled Business Service	Database	Yes	No impact
Access Controlled Task	Access Controlled Task	Database	Yes	No impact
Access Group	AccessGroup	Database	No	No impact
Account Promotion	AccntPromo	Database	No	No impact
ADM Abs Admin Service Region	ADM Abs Admin Service Region	Database	No	No impact
ADM Abs Admin Time Window Map	ADM Abs Admin Time Window Map	Database	No	No impact
ADM Comm Inbound Group	ADM Comm Inbound Group	Database	No	No impact
ADM Comm Package	ADM Comm Package	Database	No	No impact
ADM CommSrv CM Adapter Administration	ADM CommSrv CM Adapter Administration	Database	No	No impact
ADM Internal Division	Internal Division	Database	No	User Reconnect
ADM Organization	Organization	Database	No	User Reconnect
ADM Position	Position	Database	No	User Reconnect
Note: ADM Internal Division, ADM Organization, and ADM Position are hierarchically related and must be implemented in a specific order. For more information, see Organizations, Divisions, and Positions.
ADM Project	ADM Project	Database	No	No impact
ADM Search Category Available Flds	ADM Search Category Available Flds	Database	No	No impact
ADM Search Connector	ADM Search Connector	Database	No	No impact
ADM Search Engine	ADM Search Engine	Database	No	No impact
ADM Search Parent Category	ADM Search Parent Category	Database	No	No impact
ADM Shift Exception	ADM Shift Exception	Database	No	No impact
ADM Shift Schedule	ADM Shift Schedule	Database	No	No impact
Aggregate Discount	AggrDiscount	Database	Yes	No impact
Aggregate Discount Sequence	AggrDiscSeq	Database	Yes	No impact
Assignment Group	AssignGroup	Database	No	No impact
Assignment Rule	AssignRule	Database	No	No impact
Attribute Adjustments	AttrAdjustments	Database	Yes	No impact
Audit Trail Admin	Audit Trail Admin	Database	Yes	No impact
Business Rule	Business Rule	Database	Yes	No impact
Content Fixup	Content Fixup	Database	No	No impact
Correspondence Template	Correspondence Template	Database	No	No impact
Cost List	CostList	Database	No	No impact
Data Map	DataMapObject	Database	No	No impact
Discount Matrices	Discount and EC Matrix	Database	Yes	No impact
EAI Data Map	EAI Data Map	Database	Yes	No impact
EAI Dispatch Service Rule Set	EAI Dispatch Service Rule Set	Database	Yes	No impact
ExpLOV: Expense Type LOV	ExpLOV	Database	Yes	No impact
ExpType: Expense Type	ExpType	Database	No	No impact
Fund	Fund	Database	No	No impact
Host Table	Host Table	Database	No	No impact
iHelp	iHelp	Database	Yes	No impact
iHelp - Header	iHelp - Header	Database	Yes	No impact
List of Values	LOV	Database	Yes	No impact
Message Types, Administration - Order Management	MessageType	Database	Yes	No impact
Personalization - Actions	Personalization - Actions	Database	No	No impact
Personalization - Applets	Personalization - Applets	Database	Yes	No impact
Personalization - Event Defs	Personalization - Event Defs	Database	No	No impact
Personalization - Events	Personalization - Events	Database	Yes	No impact
Personalization - Views	Personalization - Views	Database	Yes	User reconnect
Personalization - Rules	Personalization - Rules	Database	No	No impact
Predefined Query	PDQ	Database	No	No impact
Price List	PriceList	Database	Yes	No impact
Product Catalog	ProductCatalog	Database	No	No impact
Product Feature	ProdFeature	Database	No	No impact
Product Line	ProdLine	Database	No	No impact
Products	ProductData	Database	No	No impact
Promotion	Promotion	Database	No	No impact
Proposal Template	Proposal Template	Database	No	No impact
Responsibility	Responsibility	Database	No	No impact
Run-Time Business Service	Run-Time Business Service	Database	No	No impact
SmartScript	SmartScript	Database	Yes	No impact
SSO System	SSO System	Database	No	User reconnect
State Model	StateModel	Database	No	No impact
Symbolic URL	Symbolic URL	Database	No	User reconnect
UI Theme	UIThemeMapping	Database	No	No impact
User List	UserList	Database	No	No impact
View	View	Database	No	No impact
Volume Discount	VolumeDiscount	Database	Yes	No impact
Web Application	Web Application	Database	No	No impact
Web Service - Inbound	Web Service - Inbound	Database	Yes	No impact
Web Service - Outbound	Web Service - Outbound	Database	Yes	No impact
Workflow Action Type	Workflow Action Type	Database	Yes	No impact
Workflow Group	Workflow Group	Database	Yes	No impact
Workflow Policy	Workflow Policy	Database	Yes	No impact
Workload Rule	Workload Rule	Database	No	No impact
Workspace Projects	Workspace Projects	Database	No	Manual activation

About the Siebel ADM Data Type Dependency Table

This topic describes the column headings in the table in Siebel ADM Data Type Dependencies that provide general information about deployment dependencies of individual Siebel Application Deployment Manager (ADM) data types. For information about how to use this information during the ADM packaging and deployment phases, see How to Use This Appendix.

Data Type. The ADM data type of interest. For more information about this data type, see Summary of Siebel ADM Data Types. Some of the listed data types are linked to subtopics in Siebel ADM Data Type Details, where more information can be found.
Run-Time Customization Dependency. The names of objects that must exist before the specific data type item can be imported. (This dependency relates to deployment and not to the functionality itself.)
Repository Item Dependency. The names of repository objects that must exist before the specific data type item can be imported. (This dependency relates to deployment and not to the functionality itself.)
Runtime Repository Dependency. Describes if there are any Siebel Runtime Repository dependencies for the specific data type before deploying ADM data types.

Siebel ADM Data Type Dependencies

The following table presents deployment dependency data for each of the supported Siebel Application Deployment Manager (ADM) data types. For more information about each of the column headings, see About the Siebel ADM Data Type Dependency Table.

Table ADM Data Type Dependencies

Data Type	Run-Time Customization Dependency	Repository Item Dependency	Runtime Repository
Access Controlled Business Service	Business Services, Responsibilities	None	None
Access Controlled Task	Tasks, Responsibilities	None	None
Access Group	User lists	None	None
Account Promotion	Products, Promotions	None	None
ADM Abs Admin Service Region	Not applicable	Not applicable	Not applicable
ADM Abs Admin Time Window Map	Not applicable	Not applicable	Not applicable
ADM Comm Inbound Group	Not applicable	Not applicable	Not applicable
ADM CommSrv CM Adapter Administration	Not applicable	Not applicable	Not applicable
ADM Project	Data types	None	None
ADM Search Category Available Flds	None	Business components	Integration object and content object
ADM Search Connector	None	Business components	Integration object and content object
ADM Search Engine	None	Business components	Integration object and content object
ADM Search Parent Category	None	Business components	Integration object and content object
ADM Shift Exception	Not applicable	Not applicable	Not applicable
ADM Shift Schedule	Not applicable	Not applicable	Not applicable
Aggregate Discounts	Products	None	None
Aggregate Discount Sequence	Aggregate Discounts	None	None
Assignment Group	None	Assignment Object	None
Assignment Rule	None	Assignment Object	None
Attribute Adjustments	Product Class, Product Attributes, Variable Maps	None	None
Audit Trail Admin	None	None	None
Business Rule	None	None	None
Content Fixup	None	None	None
Correspondence Template	Microsoft Word document files	Business components	Integration object and content object
Cost List	Products	None	None
Data Map	None	Business objects, business components	None
Discount Matrices	Product, Volume Discount, Attribute Adjustments, Product Class, Product Lines	None	None
Divisions	Organizations	None	None
EAI Data Map	None	None	Integration object
EAI Dispatch Service Rule Set	None	None	None
ExpLOV: Expense Type LOV	None	None	Integration object
ExpType: Expense Type	List of Values	None	Integration object
Fund	Period	None	None
Host Table	None	None	None
iHelp	Access Groups, Responsibilities	None	Screens
iHelp - Header	Access Groups, Responsibilities	None	Screens
List of Values	None	None	None
Message Types, Administration - Order Management	None	None	None
Organizations	None	None	None
Personalization - Actions	None	None	None
Personalization - Applets	None	None	None
Personalization - Event Defs	Depends on personalization profile attributes (can be set at run-time)	None	None
Personalization - Events	Depends on personalization profile attributes (can be set at run-time)	None	None
Personalization - Rules	Depends on personalization profile attributes (can be set at run-time)	None	None
Personalization - Views	None	None	None
Positions	Organizations, Divisions	None	None
Predefined Query	None	None	None
Price List	Products, Volume Discounts, Attribute Adjustments	None	None
Product Catalog	Catalog Category, Products, Access Group	None	None
Product Feature	Product Line	None	None
Product Line	Products	None	None
Products	Product Line, Product Class	None	None
Promotion	None	None	None
Proposal Template	Microsoft Word files, other literature files	Applet repository data, business components	Integration object and content object
Responsibility	Views	None	Views being deployed
SmartScript	None	None	Any references to custom objects
SSO System	Symbolic URL	None	None
State Model	List of Values	None	None
Symbolic URL	Web Application Administration, Host Administration, Fixup Administration	None	Target of the symbolic URL does not display unless the symbolic URL name is used as a calculated field value on the underlying business component.
UI Theme	None	None	None
User List	Responsibility and View	None	None
View	None	None	Views being deployed
Volume Discount	None	None	None
Web Application	None	None	None
Web Service - Inbound	None	None	Business Service
Web Service - Outbound	None	None	Business Service
Web Template	None	None	None
Workflow Action Type	None	None	None
Workflow Group	None	None	None
Workflow Policy	None	None	None
Workload Rule	None	Assignment object	None
Workspace Projects	None	None	None

Siebel ADM Data Type Details

The Siebel Application Deployment Manager (ADM) deployment process can vary somewhat, or have limitations or configurations associated with it, depending on the data type selected for migration. Review the following subset of data types for further details to configure or to take into account during ADM deployment and activation.

You can create hierarchy for any objects that you migrate using ADM. If your data type is close to a standard data type, then you can create a new data type. To do this, navigate to the Application Deployment Manager screen, then the Data Type Details view. Select the existing data type, choose Copy Record, and then modify the new data type record.

For example, the AssignRule data type has a child type Workload Rule. If the assignment rule does not have a workload rule, then this data type cannot be used to deploy assignment rules. You can create a new ADM data type by copying the AssignRule data type and giving it a different name. After creating the new data type, delete its child data type Workflow Rule. To do this, navigate to the Application Deployment Manager screen, then the Data Type Explorer view. In general, it is recommended not to modify the standard data type.

The following ADM data types are some of those that have additional ADM details:

List of Values

The List of Values (LOV) data type has the following behavior when deployed using ADM: the hierarchy in the List of Values Explorer view is different from the hierarchy in the List of Values list view. The List of Values Explorer view defines relations between different LOV types. To define relations within the same LOV type, use the Parent LIC field in the List of Values list view instead.

Note: Hierarchical LOV data for the same LOV type that is defined in the List of Values Explorer view cannot be migrated using ADM. An error is generated during data export in this case.

Organizations, Divisions, and Positions

Organizations, divisions, and positions are implemented as a hierarchy as follows:

Organizations
   Divisions
      Positions

You cannot implement divisions without first implementing organizations. Similarly, you cannot implement positions without implementing organizations first and then divisions.

Personalization - Actions

The Personalization - Actions data type has the following behavior when deployed using ADM: this data type is imported together with, but before, the Personalization - Events data type. Both data types require the same activation and restore activation, which are defined only for Personalization - Events.

Personalization - Event Defs

The Personalization - Events Def data type has the following behavior when deployed using ADM: this data type is imported together with, but before, the Personalization - Events data type. Both data types require the same activation and restore activation, which are defined only for Personalization - Events.

Personalization - Rules

The Personalization - Rules data type has the following behavior when deployed using ADM: this data type is imported together with, but before, the Personalization - Applets data type. Both data types require the same activation and restore activation, which are defined only for Personalization - Applets.

Run-Time Business Service

The Run-Time Business Service data type has the following condition when packaging this data with ADM: the Run-Time Business Service data is only allowed in Synchronize deployment mode.

SmartScript

The SmartScript data type has the following limitations when deploying with ADM:

The new version of existing SmartScripts are activated when all users have stopped using the old version.
Make sure SmartScripts deployed using ADM are valid. For information about how to validate SmartScripts, see Validating the SmartScript Data Type.

Validating the SmartScript Data Type

SmartScripts deployed using ADM must be valid. If you export unverified SmartScripts, then the generated XML file is incorrect. For more information about SmartScripts, see Siebel SmartScript Administration Guide.

To validate SmartScripts

Navigate to the Administration - SmartScript screen, then the Scripts view. Select a SmartScript.
From the Menu button, select Verify.
The wizard starts and displays the Verify Intro view.
For more information about this task, see Siebel SmartScript Administration Guide.

UI Theme

The following task describes how to access the UI Theme data type when packaging it with ADM.

To access the UI Theme data type when packaging it with ADM

Click the UI Themes data type link from the Deployment Projects, Data Type list to display the ISS Product Administration View.
From this view, you can access UI Theme records in the pick applets of the Base Theme or Product Theme fields in the Administration - Product screen, User Interface list applet.

Workflow Policy

The Workflow Policy data type requires additional attention when activating it after an ADM deployment. Perform the following task to make sure that additional configurations are satisfied.

To make sure that the Workflow Policy data type is ready for activation

Make sure that the Workflow Management (alias Workflow) component group is enabled. For information about this procedure, see Siebel System Administration Guide.
Update the following parameters for the Generate Triggers (alias GenTrig) server component:
- PrivUserName to Table Owner Name (for example, SIEBEL)
- PrivUserPass to table password (for example, db2)
  
  Note: PrivUserName is the Table Owner Name.
Update the named subsystem ADMJavaSubsys:
- Navigate to the Administration - Server Configuration screen, then Enterprises, and then the Profile Configuration view.
- In the Profiles list, select ADMJavaSubsys.
- In the Profile Parameters list, select the JVM Classpath parameter, and add siebelmgrclient.jar to the class path.
  
  Note: The number of characters in the class path must not exceed 100 characters.
Synchronize the batch server component Application Deployment Manager Processor (ADMProc).
For information about this task, see Siebel System Administration Guide.
Make sure that the Workflow Policy Activation Server (WfPolicyActSrvr) in the ADM enterprise profile is the name of the correct server.
Restart Oracle's Siebel Server.

Workspace Projects

The Workspace Projects data type has the following variations to general ADM deployment behavior:

The deployment mode selection in the ADM Deployment Project view is set to custom for Workspace Projects, because this data type implements its own migration method (similar to synchronize) to make sure that the entire Workspace Project is fully migrated.
The Workspace Project data type has its own syntax for the deployment filter field:
```
[Name] = "Any joint workspace name" [Full] = "Y/N"
```
where:
- [Name] is required.
- [Full] is optional. The filter field defaults to N if no value is specified.
The optional Y or N flag indicates a full structure export or single object export for the objects that are included in the Workspace Project. In other words, Y indicates a full structure export, and N indicates a single object export.
For example, if a Workspace Project named Vehicle Products includes a Product called Car, then if [Full] is set to Y, then the associated product attributes like colors, options, accessories, and so on, are also exported, but if set to N, then they are not exported. Also, only one Workspace Project name can be specified in the filter and be exported for each entry.