11Siebel CRM Action Sets
Siebel CRM Action Sets
This chapter introduces Siebel CRM action sets (DQ Sync and ISSYNC) that are set up by default in your Siebel application for Account, Contact and List Mgmt Prospective Contact. For Siebel CRM Version 8.2 or later, you must activate the DQ Sync runtime events; for versions earlier than 8.2, you must activate the ISSSYNC runtime events. The following topics are included:
Siebel CRM DQ Sync Action Sets
DQ Sync action sets use the Siebel application business service to insert records directly into Oracle Data Quality Matching Server database tables. Activate DQ Sync action sets. For information about creating action sets, including creating actions for action sets, and associating events with action sets, see Siebel Personalization Administration Guide.
This topic introduces the following DQ Sync action sets for Siebel applications:
DQ Sync Action Sets for Account
This topic introduces the following Siebel application DQ Sync action sets for Account:
For more information about creating action sets, including creating actions for action sets, and associating events with action sets, see Siebel Personalization Administration Guide.
DQ Sync DeleteRecord Account
The following table describes the actions in the DQ Sync DeleteRecord Account action set.
| Action | Name of Field | Value |
|---|---|---|
ISS Set System Name |
Name |
ISS Set System Name |
Sequence |
1 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_SYSTEM |
|
Set Operator |
Set |
|
Value |
siebeldq |
|
ISS Set IDT Name |
Name |
ISS Set IDT Name |
Sequence |
2 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_IDT |
|
Set Operator |
Set |
|
Value |
IDS_01_IDT_ACCOUNT |
|
ISS Set BC Name |
Name |
ISS Set BC Name |
Sequence |
3 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_BC_NAME |
|
Set Operator |
Set |
|
Value |
Account |
|
ISS Run DQSync |
Name |
ISS Run DQSync |
Sequence |
4 |
|
Action Type |
BusService |
|
Business Service Name |
DQ Sync Services |
|
Business Service Method |
SyncISS |
DQ Sync PreDeleteRecord Account
The following table describes the actions in the DQ Sync PreDeleteRecord Account action set.
| Action | Name of Field | Value |
|---|---|---|
ISS Set System Name |
Name |
ISS Set System Name |
Sequence |
1 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_SYSTEM |
|
Set Operator |
Set |
|
Value |
siebeldq |
|
ISS Set IDT Name |
Name |
ISS Set IDT Name |
Sequence |
2 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_IDT |
|
Set Operator |
Set |
|
Value |
IDS_01_IDT_ACCOUNT |
|
ISS Set ID |
Name |
ISS Set ID |
Sequence |
3 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_IO_ID |
|
Set Operator |
Set |
|
Value |
[Id] |
|
ISS Set BC Name |
Name |
ISS Set BC Name |
Sequence |
4 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_BC_NAME |
|
Set Operator |
Set |
|
Value |
Account |
|
ISS Run DQSync |
Name |
ISS Run DQSync |
Sequence |
5 |
|
Action Type |
BusService |
|
Business Service Name |
DQ Sync Services |
|
Business Service Method |
SyncISS |
DQ Sync PreWriteRecord Account
The following table describes the actions in the DQ Sync PreWriteRecord Account action set.
| Action | Name of Field | Value |
|---|---|---|
ISS Set System Name |
Name |
ISS Set System Name |
Sequence |
1 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_SYSTEM |
|
Set Operator |
Set |
|
Value |
siebeldq |
|
ISS Set IDT Name |
Name |
ISS Set IDT Name |
Sequence |
2 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_IDT |
|
Set Operator |
Set |
|
Value |
IDS_01_IDT_ACCOUNT |
|
ISS Set ID |
Name |
ISS Set ID |
Sequence |
3 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_IO_ID |
|
Set Operator |
Set |
|
Value |
[Id] |
|
ISS Set BC Name |
Name |
ISS Set BC Name |
Sequence |
4 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_BC_NAME |
|
Set Operator |
Set |
|
Value |
Account |
|
ISS Run DQSync |
Name |
ISS Run DQSync |
Sequence |
5 |
|
Action Type |
BusService |
|
Business Service Name |
DQ Sync Services |
|
Business Service Method |
SyncISS |
DQ Sync WriteRecord Account
The following table describes the actions in the DQ Sync WriteRecord Account action set.
| Action | Name of Field | Value |
|---|---|---|
ISS Set System Name |
Name |
ISS Set System Name |
Sequence |
1 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_SYSTEM |
|
Set Operator |
Set |
|
Value |
siebeldq |
|
ISS Set IDT Name |
Name |
ISS Set IDT Name |
Sequence |
2 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_IDT |
|
Set Operator |
Set |
|
Value |
IDS_01_IDT_ACCOUNT |
|
ISS Set ID |
Name |
ISS Set ID |
Sequence |
3 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_IO_ID |
|
Set Operator |
Set |
|
Value |
[Id] |
|
ISS Set BC Name |
Name |
ISS Set BC Name |
Sequence |
4 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_BC_NAME |
|
Set Operator |
Set |
|
Value |
Account |
|
ISS Run DQSync |
Name |
ISS Run DQSync |
Sequence |
5 |
|
Action Type |
BusService |
|
Business Service Name |
DQ Sync Services |
|
Business Service Method |
SyncISS |
DQ Sync Action Sets for Contact
This topic introduces the following Siebel application DQ Sync action sets for Contact:
DQ Sync DeleteRecord Contact
The following table describes the actions in the DQ Sync DeleteRecord Contact action set.
| Action | Name of Field | Value |
|---|---|---|
ISS Set System Name |
Name |
ISS Set System Name |
Sequence |
1 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_SYSTEM |
|
Set Operator |
Set |
|
Value |
siebeldq |
|
ISS Set IDT Name |
Name |
ISS Set IDT Name |
Sequence |
2 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_IDT |
|
Set Operator |
Set |
|
Value |
IDS_01_IDT_CONTACT |
|
ISS Set BC Name |
Name |
ISS Set BC Name |
Sequence |
3 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_BC_NAME |
|
Set Operator |
Set |
|
Value |
Contact |
|
ISS Run DQSync |
Name |
ISS Run DQSync |
Sequence |
4 |
|
Action Type |
BusService |
|
Business Service Name |
DQ Sync Services |
|
Business Service Method |
SyncISS |
DQ Sync PreDeleteRecord Contact
The following table describes the actions in the DQ Sync PreDeleteRecord Contact action set.
| Action | Name of Field | Value |
|---|---|---|
ISS Set System Name |
Name |
ISS Set System Name |
Sequence |
1 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_SYSTEM |
|
Set Operator |
Set |
|
Value |
siebeldq |
|
ISS Set IDT Name |
Name |
ISS Set IDT Name |
Sequence |
2 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_IDT |
|
Set Operator |
Set |
|
Value |
IDS_01_IDT_CONTACT |
|
ISS Set ID |
Name |
ISS Set ID |
Sequence |
3 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_IO_ID |
|
Set Operator |
Set |
|
Value |
[Id] |
|
ISS Set BC Name |
Name |
ISS Set BC Name |
Sequence |
4 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_BC_NAME |
|
Set Operator |
Set |
|
Value |
Contact |
|
ISS Run DQSync |
Name |
ISS Run DQSync |
Sequence |
5 |
|
Action Type |
BusService |
|
Business Service Name |
DQ Sync Services |
|
Business Service Method |
SyncISS |
DQ Sync PreWriteRecord Contact
The following table describes the actions in the DQ Sync PreWriteRecord Contact action set.
| Action | Name of Field | Value |
|---|---|---|
ISS Set System Name |
Name |
ISS Set System Name |
Sequence |
1 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_SYSTEM |
|
Set Operator |
Set |
|
Value |
siebeldq |
|
ISS Set IDT Name |
Name |
ISS Set IDT Name |
Sequence |
2 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_IDT |
|
Set Operator |
Set |
|
Value |
IDS_01_IDT_CONTACT |
|
ISS Set ID |
Name |
ISS Set ID |
Sequence |
3 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_IO_ID |
|
Set Operator |
Set |
|
Value |
[Id] |
|
ISS Set BC Name |
Name |
ISS Set BC Name |
Sequence |
4 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_BC_NAME |
|
Set Operator |
Set |
|
Value |
Contact |
|
ISS Run DQSync |
Name |
ISS Run DQSync |
Sequence |
5 |
|
Action Type |
BusService |
|
Business Service Name |
DQ Sync Services |
|
Business Service Method |
SyncISS |
DQ Sync WriteRecord Contact
The following table describes the actions in the DQ Sync WriteRecord Contact action set.
| Action | Name of Field | Value |
|---|---|---|
ISS Set System Name |
Name |
ISS Set System Name |
Sequence |
1 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_SYSTEM |
|
Set Operator |
Set |
|
Value |
siebeldq |
|
ISS Set IDT Name |
Name |
ISS Set IDT Name |
Sequence |
2 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_IDT |
|
Set Operator |
Set |
|
Value |
IDS_01_IDT_CONTACT |
|
ISS Set ID |
Name |
ISS Set ID |
Sequence |
3 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_IO_ID |
|
Set Operator |
Set |
|
Value |
[Id] |
|
ISS Set BC Name |
Name |
ISS Set BC Name |
Sequence |
4 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_BC_NAME |
|
Set Operator |
Set |
|
Value |
Contact |
|
ISS Run DQSync |
Name |
ISS Run DQSync |
Sequence |
5 |
|
Action Type |
BusService |
|
Business Service Name |
DQ Sync Services |
|
Business Service Method |
SyncISS |
DQ Sync Action Sets for List Mgmt Prospective Contact
This topic introduces the following Siebel application DQ Sync action sets for List Mgmt Prospective Contact:
DQ Sync DeleteRecord Prospect
The following table describes the actions in the DQ Sync DeleteRecord Prospect action set.
| Action | Name of Field | Value |
|---|---|---|
ISS Set System Name |
Name |
ISS Set System Name |
Sequence |
1 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_SYSTEM |
|
Set Operator |
Set |
|
Value |
siebeldq |
|
ISS Set IDT Name |
Name |
ISS Set IDT Name |
Sequence |
2 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_IDT |
|
Set Operator |
Set |
|
Value |
IDS_01_IDT_PROSPECT |
|
ISS Set BC Name |
Name |
ISS Set BC Name |
Sequence |
3 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_BC_NAME |
|
Set Operator |
Set |
|
Value |
Prospect |
|
ISS Run DQSync |
Name |
ISS Run DQSync |
Sequence |
4 |
|
Action Type |
BusService |
|
Business Service Name |
DQ Sync Services |
|
Business Service Method |
SyncISS |
DQ Sync PreDeleteRecord Prospect
The following table describes the actions in the DQ Sync PreDeleteRecord Prospect action set.
| Action | Name of Field | Value |
|---|---|---|
ISS Set System Name |
Name |
ISS Set System Name |
Sequence |
1 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_SYSTEM |
|
Set Operator |
Set |
|
Value |
siebeldq |
|
ISS Set IDT Name |
Name |
ISS Set IDT Name |
Sequence |
2 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_IDT |
|
Set Operator |
Set |
|
Value |
IDS_01_IDT_PROSPECT |
|
ISS Set ID |
Name |
ISS Set ID |
Sequence |
3 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_IO_ID |
|
Set Operator |
Set |
|
Value |
[Id] |
|
ISS Set BC Name |
Name |
ISS Set BC Name |
Sequence |
4 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_BC_NAME |
|
Set Operator |
Set |
|
Value |
Prospect |
|
ISS Run DQSync |
Name |
ISS Run DQSync |
Sequence |
5 |
|
Action Type |
BusService |
|
Business Service Name |
DQ Sync Services |
|
Business Service Method |
SyncISS |
DQ Sync PreWriteRecord Prospect
The following table describes the actions in the DQ Sync PreWriteRecord Prospect action set.
| Action | Name of Field | Value |
|---|---|---|
ISS Set System Name |
Name |
ISS Set System Name |
Sequence |
1 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_SYSTEM |
|
Set Operator |
Set |
|
Value |
siebeldq |
|
ISS Set IDT Name |
Name |
ISS Set IDT Name |
Sequence |
2 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_IDT |
|
Set Operator |
Set |
|
Value |
IDS_01_IDT_PROSPECT |
|
ISS Set ID |
Name |
ISS Set ID |
Sequence |
3 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_IO_ID |
|
Set Operator |
Set |
|
Value |
[Id] |
|
ISS Set BC Name |
Name |
ISS Set BC Name |
Sequence |
4 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_BC_NAME |
|
Set Operator |
Set |
|
Value |
Prospect |
|
ISS Run DQSync |
Name |
ISS Run DQSync |
Sequence |
5 |
|
Action Type |
BusService |
|
Business Service Name |
DQ Sync Services |
|
Business Service Method |
SyncISS |
DQ Sync WriteRecord Prospect
The following table describes the actions in the DQ Sync WriteRecord Prospect action set.
| Action | Name of Field | Value |
|---|---|---|
ISS Set System Name |
Name |
ISS Set System Name |
Sequence |
1 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_SYSTEM |
|
Set Operator |
Set |
|
Value |
siebeldq |
|
ISS Set IDT Name |
Name |
ISS Set IDT Name |
Sequence |
2 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_IDT |
|
Set Operator |
Set |
|
Value |
IDS_01_IDT_PROSPECT |
|
ISS Set ID |
Name |
ISS Set ID |
Sequence |
3 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_IO_ID |
|
Set Operator |
Set |
|
Value |
[Id] |
|
ISS Set BC Name |
Name |
ISS Set BC Name |
Sequence |
4 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_BC_NAME |
|
Set Operator |
Set |
|
Value |
Prospect |
|
ISS Run DQSync |
Name |
ISS Run DQSync |
Sequence |
5 |
|
Action Type |
BusService |
|
Business Service Name |
DQ Sync Services |
|
Business Service Method |
SyncISS |
Generic DQ Sync Action Sets
This topic introduces the following Siebel application generic DQ Sync action sets for all business components:
DQ Sync UpdateAddress
The following table describes the actions in the DQ Sync UpdateAddress action set.
| Action | Name of Field | Value |
|---|---|---|
ISS Run DQSync |
Name |
ISS Run DQSync |
Sequence |
1 |
|
Action Type |
BusService |
|
Business Service Name |
DQ Sync Services |
|
Business Service Method |
SyncISS |
DQ Sync WriteRecordNew
The following table describes the actions in the DQ Sync WriteRecordNew action set.
| Action | Name of Field | Value |
|---|---|---|
ISS UPDATE FLAG |
Name |
ISS UPDATE FLAG |
Sequence |
1 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_IS_UPDATE |
|
Set Operator |
Set |
|
Value |
false |
DQ Sync WriteRecordUpdated
The following table describes the actions is in the DQ Sync WriteRecordUpdated action set.
| Action | Name of Field | Value |
|---|---|---|
ISS UPDATE FLAG |
Name |
ISS UPDATE FLAG |
Sequence |
1 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_IS_UPDATE |
|
Set Operator |
Set |
|
Value |
true |
Siebel CRM ISSSYNC Action Sets
ISSSYNC action sets use Siebel application workflows to send messages to the Oracle Data Quality Matching Server XS Server (XML Sync Server). Activate ISSSYNC action sets if using a code base earlier than Siebel CRM Version 8.2. For more information about creating action sets, including creating actions for action sets, and associating events with action sets, see Siebel Personalization Administration Guide.
This topic introduces the following ISSSYNC action sets for Siebel applications:
ISSSYNC Action Sets for Account
This topic introduces the following Siebel application ISSSYNC action sets for Account:
ISSLoad Account
The following table describes the actions in the ISSLoad Account action set.
| Action | Name of Field | Value |
|---|---|---|
ISS Set System Name |
Name |
ISS Set System Name |
Sequence |
1 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_SYSTEM |
|
Set Operator |
Set |
|
Value |
SiebelDQ |
|
ISS Set Page Size |
Name |
ISS Set Page Size |
Sequence |
2 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_PAGE_SIZE |
|
Set Operator |
Set |
|
Value |
80 |
|
ISS Set File Name |
Name |
ISS Set File Name |
Sequence |
3 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_LOADFILE |
|
Set Operator |
Set |
|
Value |
"C:\ids\iss2704s\ids\data\account.xml"
Note: Modify this value if you install
Oracle Data Quality Matching Server on a drive other than
C:\ drive.
|
|
ISS Set IDT Name |
Name |
ISS Set IDT Name |
Sequence |
4 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_IDT |
|
Set Operator |
Set |
|
Value |
IDS_01_IDT_ACCOUNT |
|
Set IO Name |
Name |
ISS Set IO Name |
Sequence |
5 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_IO_NAME |
|
Set Operator |
Set |
|
Value |
ISS_Account |
|
ISS Run WF |
Name |
ISS Run WF |
Sequence |
6 |
|
Action Type |
BusService |
|
Business Service Name |
Workflow Process Manager |
|
Business Service Method |
RunProcess |
|
Business Service Context |
"ProcessName", "ISS Launch Build Load File" |
ISSSYNC DeleteRecord Account
The following table describes the actions in the ISSSYNC DeleteRecord Account action set.
| Action | Name of Field | Value |
|---|---|---|
ISS Set URL |
Name |
ISS Set URL |
Sequence |
1 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_URL |
|
Set Operator |
Set |
|
Value |
"http://SERVERNAME:1671"
Note: Replace SERVERNAME with the Hostname or IP address of the computer where XML Sync Server (XS) is installed.
|
|
ISS Run WF |
Name |
ISS Run WF |
Sequence |
2 |
|
Action Type |
BusService |
|
Business Service Name |
Workflow Process Manager |
|
Business Service Method |
RunProcess |
|
Business Service Context |
"ProcessName", "ISS Launch Delete Record Sync" |
ISSSYNC PreDeleteRecord Account
The following table describes the actions in the ISSSYNC PreDeleteRecord Account action set.
| Action | Name of Field | Value |
|---|---|---|
ISS Set System Name |
Name |
ISS Set System Name |
Sequence |
1 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_SYSTEM |
|
Set Operator |
Set |
|
Value |
SiebelDQ |
|
ISS Set IDT Name |
Name |
ISS Set IDT Name |
Sequence |
2 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_IDT |
|
Set Operator |
Set |
|
Value |
IDS_01_IDT_ACCOUNT |
|
ISS Set IO Name |
Name |
ISS Set IO Name |
Sequence |
3 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_IO_NAME |
|
Set Operator |
Set |
|
Value |
ISS_Account |
|
ISS Set ID |
Name |
ISS Set ID |
Sequence |
4 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_IO_ID |
|
Set Operator |
Set |
|
Value |
[Id] |
|
ISS Run WF |
Name |
ISS Run WF |
Sequence |
5 |
|
Action Type |
BusService |
|
Business Service Name |
Workflow Process Manager |
|
Business Service Method |
RunProcess |
|
Business Service Context |
"ProcessName", "ISS Launch PreDelete Record Sync" |
ISSSYNC PreWriteRecord Account
The following table describes the actions in the ISSSYNC PreWriteRecord Account action set.
| Action | Name of Field | Value |
|---|---|---|
ISS Set System Name |
Name |
ISS Set System Name |
Sequence |
1 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_SYSTEM |
|
Set Operator |
Set |
|
Value |
SiebelDQ |
|
ISS Set IDT Name |
Name |
ISS Set IDT Name |
Sequence |
2 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_IDT |
|
Set Operator |
Set |
|
Value |
IDS_01_IDT_ACCOUNT |
|
ISS Set IO Name |
Name |
ISS Set IO Name |
Sequence |
3 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_IO_NAME |
|
Set Operator |
Set |
|
Value |
ISS_Account |
|
ISS Set ID |
Name |
ISS Set ID |
Sequence |
4 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_IO_ID |
|
Set Operator |
Set |
|
Value |
[Id] |
|
ISS Run WF |
Name |
ISS Run WF |
Sequence |
5 |
|
Action Type |
BusService |
|
Business Service Name |
Workflow Process Manager |
|
Business Service Method |
RunProcess |
|
Business Service Context |
"ProcessName", "ISS Launch PreWrite Record Sync" |
ISSSYNC WriteRecord Account
The following table describes the actions in the ISSYNC WriteRecord Account action set.
| Action | Name of Field | Value |
|---|---|---|
ISS Set System Name |
Name |
ISS Set System Name |
Sequence |
1 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_SYSTEM |
|
Set Operator |
Set |
|
Value |
SiebelDQ |
|
ISS Set IDT Name |
Name |
ISS Set IDT Name |
Sequence |
2 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_IDT |
|
Set Operator |
Set |
|
Value |
IDS_01_IDT_ACCOUNT |
|
ISS Set IO Name |
Name |
ISS Set IO Name |
Sequence |
3 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_IO_NAME |
|
Set Operator |
Set |
|
Value |
ISS_Account |
|
ISS Set ID |
Name |
ISS Set ID |
Sequence |
4 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_IO_ID |
|
Set Operator |
Set |
|
Value |
[Id] |
|
ISS Set URL |
Name |
ISS Set URL |
Sequence |
5 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_URL |
|
Set Operator |
Set |
|
Value |
"http://SERVERNAME:1671"
Note: Replace SERVERNAME with the Hostname or IP address of the computer where XML Sync Server (XS) is installed.
|
|
ISS Run WF |
Name |
ISS Run WF |
Sequence |
6 |
|
Action Type |
BusService |
|
Business Service Name |
Workflow Process Manager |
|
Business Service Method |
RunProcess |
|
Business Service Context |
"ProcessName", "ISS Launch Write Record Sync" |
ISSSYNC Action Sets for Contact
This topic introduces the following Siebel application ISSSYNC action sets for Contact:
ISSLoad Contact
The following table describes the actions in the ISSLoad Contact action set.
| Action | Name of Field | Value |
|---|---|---|
ISS Set System Name |
Name |
ISS Set System Name |
Sequence |
1 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_SYSTEM |
|
Set Operator |
Set |
|
Value |
SiebelDQ |
|
ISS Set Page Size |
Name |
ISS Set Page Size |
Sequence |
2 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_PAGE_SIZE |
|
Set Operator |
Set |
|
Value |
80 |
|
ISS Set File Name |
Name |
ISS Set File Name |
Sequence |
3 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_LOADFILE |
|
Set Operator |
Set |
|
Value |
"C:\ids\iss2704s\ids\data\contact.xml"
Note: Modify this value if you install
Oracle Data Quality Matching Server on a drive other than
C:\ drive.
|
|
ISS Set IDT Name |
Name |
ISS Set IDT Name |
Sequence |
4 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_IDT |
|
Set Operator |
Set |
|
Value |
IDS_01_IDT_CONTACT |
|
ISS Set IO Name |
Name |
ISS Set IO Name |
Sequence |
5 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_IO_NAME |
|
Set Operator |
Set |
|
Value |
ISS_Contact |
|
ISS Run WF |
Name |
ISS Run WF |
Sequence |
6 |
|
Action Type |
BusService |
|
Business Service Name |
Workflow Process Manager |
|
Business Service Method |
RunProcess |
|
Business Service Context |
"ProcessName", "ISS Launch Build Load File" |
ISSSYNC DeleteRecord Contact
The following table describes the actions in the ISSSYNC DeleteRecord Contact action set.
| Action | Name of Field | Value |
|---|---|---|
ISS Set URL |
Name |
ISS Set URL |
Sequence |
1 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_URL |
|
Set Operator |
Set |
|
Value |
"http://SERVERNAME:1671"
Note: Replace SERVERNAME with the Hostname or IP address of the computer where XML Sync Server (XS) is installed.
|
|
ISS Run WF |
Name |
ISS Run WF |
Sequence |
2 |
|
Action Type |
BusService |
|
Business Service Name |
Workflow Process Manager |
|
Business Service Method |
RunProcess |
|
Business Service Context |
"ProcessName", "ISS Launch Delete Record Sync" |
ISSSYNC PreDeleteRecord Contact
The following table describes the actions in the ISSYNC PreDeleteRecord Contact action set.
| Action | Name of Field | Value |
|---|---|---|
ISS Set System Name |
Name |
ISS Set System Name |
Sequence |
1 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_SYSTEM |
|
Set Operator |
Set |
|
Value |
SiebelDQ |
|
ISS Set IDT Name |
Name |
ISS Set IDT Name |
Sequence |
2 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_IDT |
|
Set Operator |
Set |
|
Value |
IDS_01_IDT_CONTACT |
|
ISS Set IO Name |
Name |
ISS Set IO Name |
Sequence |
3 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_IO_NAME |
|
Set Operator |
Set |
|
Value |
ISS_Contact |
|
ISS Set ID |
Name |
ISS Set ID |
Sequence |
4 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_IO_ID |
|
Set Operator |
Set |
|
Value |
[Id] |
|
ISS Run WF |
Name |
ISS Run WF |
Sequence |
5 |
|
Action Type |
BusService |
|
Business Service Name |
Workflow Process Manager |
|
Business Service Method |
RunProcess |
|
Business Service Context |
"ProcessName", "ISS Launch PreDelete Record Sync" |
ISSSYNC PreWriteRecord Contact
The following table describes the actions in the ISSSYNC PreWriteRecord Contact action set.
| Action | Name of Field | Value |
|---|---|---|
ISS Set System Name |
Name |
ISS Set System Name |
Sequence |
1 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_SYSTEM |
|
Set Operator |
Set |
|
Value |
SiebelDQ |
|
ISS Set IDT Name |
Name |
ISS Set IDT Name |
Sequence |
2 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_IDT |
|
Set Operator |
Set |
|
Value |
IDS_01_IDT_CONTACT |
|
ISS Set IO Name |
Name |
ISS Set IO Name |
Sequence |
3 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_IO_NAME |
|
Set Operator |
Set |
|
Value |
ISS_Contact |
|
ISS Set ID |
Name |
ISS Set ID |
Sequence |
4 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_IO_ID |
|
Set Operator |
Set |
|
Value |
[Id] |
|
ISS Run WF |
Name |
ISS Run WF |
Sequence |
5 |
|
Action Type |
BusService |
|
Business Service Name |
Workflow Process Manager |
|
Business Service Method |
RunProcess |
|
Business Service Context |
"ProcessName", "ISS Launch PreWrite Record Sync" |
ISSSYNC WriteRecord Contact
The following table describes the actions in the ISSSYNC WriteRecord Contact action set.
| Action | Name of Field | Value |
|---|---|---|
ISS Set System Name |
Name |
ISS Set System Name |
Sequence |
1 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_SYSTEM |
|
Set Operator |
Set |
|
Value |
SiebelDQ |
|
ISS Set IDT Name |
Name |
ISS Set IDT Name |
Sequence |
2 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_IDT |
|
Set Operator |
Set |
|
Value |
IDS_01_IDT_CONTACT |
|
ISS Set IO Name |
Name |
ISS Set IO Name |
Sequence |
3 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_IO_NAME |
|
Set Operator |
Set |
|
Value |
ISS_Contact |
|
ISS Set ID |
Name |
ISS Set ID |
Sequence |
4 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_IO_ID |
|
Set Operator |
Set |
|
Value |
[Id] |
|
ISS Set URL |
Name |
ISS Set URL |
Sequence |
5 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_URL |
|
Set Operator |
Set |
|
Value |
"http://SERVERNAME:1671"
Note: Replace SERVERNAME with the Hostname or IP address of the computer where XML Sync Server (XS) is installed.
|
|
ISS Run WF |
Name |
ISS Run WF |
Sequence |
6 |
|
Action Type |
BusService |
|
Business Service Name |
Workflow Process Manager |
|
Business Service Method |
RunProcess |
|
Business Service Context |
"ProcessName", "ISS Launch Write Record Sync" |
ISSSYNC Action Sets for List Mgmt Prospective Contact
This topic introduces the following Siebel application ISSSYNC action sets for List Mgmt Prospective Contact:
ISSLoad Prospect
The following table describes the actions in the ISSLoad Prospect action set.
| Action | Name of Field | Value |
|---|---|---|
ISS Set System Name |
Name |
ISS Set System Name |
Sequence |
1 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_SYSTEM |
|
Set Operator |
Set |
|
Value |
SiebelDQ |
|
ISS Set Page Size |
Name |
ISS Set Page Size |
Sequence |
2 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_PAGE_SIZE |
|
Set Operator |
Set |
|
Value |
80 |
|
ISS Set File Name |
Name |
ISS Set File Name |
Sequence |
3 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_LOADFILE |
|
Set Operator |
Set |
|
Value |
"C:\ids\iss2704s\ids\data\prospect.xml"
Note: Modify this value if you install
Oracle Data Quality Matching Server on a drive other than
C:\ drive.
|
|
ISS Set IDT Name |
Name |
ISS Set IDT Name |
Sequence |
4 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_IDT |
|
Set Operator |
Set |
|
Value |
IDS_01_IDT_PROSPECT |
|
ISS Set IO Name |
Name |
ISS Set IO Name |
Sequence |
5 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_IO_NAME |
|
Set Operator |
Set |
|
Value |
ISS_List_Mgmt_Prospective_Contact |
|
ISS Run WF |
Name |
ISS Run WF |
Sequence |
6 |
|
Action Type |
BusService |
|
Business Service Name |
Workflow Process Manager |
|
Business Service Method |
RunProcess |
|
Business Service Context |
"ProcessName", "ISS Launch Build Load File" |
ISSSYNC DeleteRecord Prospect
The following table describes the actions in the ISSSYNC DeleteRecord Prospect action set.
| Action | Name of Field | Value |
|---|---|---|
ISS Set URL |
Name |
ISS Set URL |
Sequence |
1 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_URL |
|
Set Operator |
Set |
|
Value |
"http://SERVERNAME:1671"
Note: Replace SERVERNAME with the Hostname or IP address of the computer where XML Sync Server (XS) is installed.
|
|
ISS Run WF |
Name |
ISS Run WF |
Sequence |
2 |
|
Action Type |
BusService |
|
Business Service Name |
Workflow Process Manager |
|
Business Service Method |
RunProcess |
|
Business Service Context |
"ProcessName", "ISS Launch Delete Record Sync" |
ISSSYNC PreDeleteRecord Prospect
The following table describes the actions in the ISSSYNC PreDeleteRecord Prospect action set.
| Action | Name of Field | Value |
|---|---|---|
ISS Set System Name |
Name |
ISS Set System Name |
Sequence |
1 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_SYSTEM |
|
Set Operator |
Set |
|
Value |
SiebelDQ |
|
ISS Set IDT Name |
Name |
ISS Set IDT Name |
Sequence |
2 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_IDT |
|
Set Operator |
Set |
|
Value |
IDS_01_IDT_PROSPECT |
|
ISS Set IO Name |
Name |
ISS Set IO Name |
Sequence |
3 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_IO_NAME |
|
Set Operator |
Set |
|
Value |
ISS_List_Mgmt_Prospective_Contact |
|
ISS Set ID |
Name |
ISS Set ID |
Sequence |
4 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_IO_ID |
|
Set Operator |
Set |
|
Value |
[Id] |
|
ISS Run WF |
Name |
ISS Run WF |
Sequence |
5 |
|
Action Type |
BusService |
|
Business Service Name |
Workflow Process Manager |
|
Business Service Method |
RunProcess |
|
Business Service Context |
"ProcessName", "ISS Launch PreDelete Record Sync" |
ISSSYNC PreWriteRecord Prospect
The following table describes the actions in the ISSSYNC PreWriteRecord Prospect action set.
| Action | Name of Field | Value |
|---|---|---|
ISS Set System Name |
Name |
ISS Set System Name |
Sequence |
1 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_SYSTEM |
|
Set Operator |
Set |
|
Value |
SiebelDQ |
|
ISS Set IDT Name |
Name |
ISS Set IDT Name |
Sequence |
2 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_IDT |
|
Set Operator |
Set |
|
Value |
IDS_01_IDT_PROSPECT |
|
ISS Set IO Name |
Name |
ISS Set IO Name |
Sequence |
3 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_IO_NAME |
|
Set Operator |
Set |
|
Value |
ISS_List_Mgmt_Prospective_Contact |
|
ISS Set ID |
Name |
ISS Set ID |
Sequence |
4 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_IO_ID |
|
Set Operator |
Set |
|
Value |
[Id] |
|
ISS Run WF |
Name |
ISS Run WF |
Sequence |
5 |
|
Action Type |
BusService |
|
Business Service Name |
Workflow Process Manager |
|
Business Service Method |
RunProcess |
|
Business Service Context |
"ProcessName", "ISS Launch PreWrite Record Sync" |
ISSSYNC WriteRecord Prospect
The following table describes the actions in the ISSSYNC WriteRecord Prospect action set.
| Action | Name of Field | Value |
|---|---|---|
ISS Set System Name |
Name |
ISS Set System Name |
Sequence |
1 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_SYSTEM |
|
Set Operator |
Set |
|
Value |
SiebelDQ |
|
ISS Set IDT Name |
Name |
ISS Set IDT Name |
Sequence |
2 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_IDT |
|
Set Operator |
Set |
|
Value |
IDS_01_IDT_PROSPECT |
|
ISS Set IO Name |
Name |
ISS Set IO Name |
Sequence |
3 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_IO_NAME |
|
Set Operator |
Set |
|
Value |
ISS_List_Mgmt_Prospective_Contact |
|
ISS Set ID |
Name |
ISS Set ID |
Sequence |
4 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_IO_ID |
|
Set Operator |
Set |
|
Value |
[Id] |
|
ISS Set URL |
Name |
ISS Set URL |
Sequence |
5 |
|
Action Type |
Attribute Set |
|
Profile Attribute |
IDS_URL |
|
Set Operator |
Set |
|
Value |
"http://SERVERNAME:1671"
Note: Replace SERVERNAME with the Hostname or IP address of the computer where XML Sync Server (XS) is installed.
|
|
ISS Run WF |
Name |
ISS Run WF |
Sequence |
6 |
|
Action Type |
BusService |
|
Business Service Name |
Workflow Process Manager |
|
Business Service Method |
RunProcess |
|
ISS Run WF (continued) |
Business Service Context |
"ProcessName", "ISS Launch Write Record Sync" |
Generic ISSSYNC Action Sets
This topic introduces the Siebel application generic ISSSYNC action sets for all business components:
ISSSYNC WriteRecordNew
The following table describes the actions in the ISSSYNC WriteRecordNew action set.
| Action | Name of Field | Value |
|---|---|---|
ISS Run WF |
Name |
ISS Run WF |
Sequence |
1 |
|
Action Type |
BusService |
|
Business Service Name |
Workflow Process Manager |
|
Business Service Method |
RunProcess |
|
Business Service Context |
"ProcessName", "ISS WriteRecordNew" |
ISSSYNC WriteRecordUpdated
The following table describes the actions is in the ISSSYNC WriteRecordUpdated action set.
| Action | Name of Field | Value |
|---|---|---|
ISS Run WF |
Name |
ISS Run WF |
Sequence |
1 |
|
Action Type |
BusService |
|
Business Service Name |
Workflow Process Manager |
|
Business Service Method |
RunProcess |
|
Business Service Context |
"ProcessName", "ISS WriteRecordUpdated" |
Activating Action Sets in Siebel CRM
Use the following procedure to activate action sets in your Siebel application.
To activate action sets in your Siebel application
Verify that the action sets for Account, Contact, and List Mgmt Prospective Contact are set up in your Siebel application by navigating to Administration - Runtime Events, then the Action Sets view.
For information about the action sets that are set up by default in your Siebel application, see the following:
For more information about creating action sets, including creating actions for action sets, see Siebel Personalization Administration Guide.
Note: When verifying ISSSYNC action set setup, make sure that the IDS_URL profile attribute reflects the URL location of Oracle Data Quality Matching Server.Verify that appropriate run-time events (seed data) are set up in your Siebel application by navigating to Administration - Runtime Events, then the Events view.
For more information about run-time events, including how to call a workflow process from a run-time event, see Siebel Business Process Framework: Workflow Guide.
For more information about associating events with action sets, see Siebel Personalization Administration Guide.
Activate the action sets for Account, Contact, and List Mgmt Prospective Contact, as follows:
Navigate to Administration - Runtime Events, then the Action Sets view.
Select the Active checkbox for each Action Set that you want to activate.
Reload the run-time events by clicking Menu, and selecting Reload Runtime Events.