1. Partner Relationship Management Administration Guide
  2. Setting Up Opportunity Transfer for Siebel PRM

Setting Up Opportunity Transfer for Siebel PRM

To set up real-time opportunity transfer with a partner, you must:

  • Set up the Web services

  • Assign a port to the partner

  • Do the general setup for ASIs

To set up the Web services, you must log in to Siebel PRM Manager as a user with system administrator privileges. Then, you must set up outbound Web services and set up inbound Web services. To set up real-time opportunity transfer, in addition to setting up inbound and outbound Web services, you must assign a port to the partner.

To set up outbound Web services

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

  2. In the Outbound Web Service list, create a query to display all records with "External Opportunity*" in the Name field.

  3. Select Active in the Status field of all of these records to activate these Web services.

  4. Select the record with the name External Opportunity Create.

  5. In the Service Ports list, add a new record, and enter the values in the following table in the fields of the new record.

    Field

    Description

    Name

    Enter a name for the port, such as Transfer opportunity.

    Port Type

    Select External Opportunity Create.

    Transport

    Select HTTP.

    Address

    Specify the address or URL of the target system with which you are communicating.

    If you are communicating with another Siebel instance, enter the following:

    http://webserver/eai_lang/start.swe?SWEExtSource=WebService&SWEExtCmd=Execute&WSSOAP=1

    For the values in angle brackets, use the actual values for your system.

    Protocol

    Select SOAP_RPC_ENCODED.

    Comment

    Enter a comment for your own use.

  6. In the Operation Bindings list, add a new record, and enter the values in the following table in the fields of the new record.

    Field

    Description

    Operation Name

    Use the list to select ExternalOpportunityCreateExecute.

    Binding Property

    namespace

    Binding Value

    http://siebel.com/asi/

  7. Follow Step 1 through Step 6 to define the service port for External Opportunity Update, with these exceptions:

    1. In the Outbound Web Service list, select External Opportunity Update.

    2. Add a new record in the Service Ports list with the same values you entered for External Opportunity Create, but change the port type value to External Opportunity Update.

    3. Add a new record in the Operation Bindings list with the same values you entered for External Opportunity Create, but change the Operation Name value to ExternalOpportunityUpdateExecute.

  8. Follow Step 1 through Step 6 to define the service port for External Opportunity Query, with these exceptions:

    1. In the Outbound Web Service list, select External Opportunity Query.

    2. Add a new record in the Service Ports list with the same values you entered for External Opportunity Create, but change the port type value to External Opportunity Query.

    3. Add a new record in the Operation Bindings list with the same values you entered for External Opportunity Create, but change the Operation Name value to ExternalOpportunityQueryExecute.

  9. Follow Step 1 through Step 6 to define the service port for External Opportunity Update Response, with these exceptions:

    1. In the Outbound Web Service list, select External Opportunity Update Response.

    2. Add a new record in the Service Ports list with the same values you entered for External Opportunity Create, but change the port type value to External Opportunity Update Response.

    3. Add a new record in the Operation Bindings list with the same values you entered for External Opportunity Create, but change the Operation Name value to ExternalOpportunityUpdateResponseExecute.

      Note: Users must activate the workflows before they set up the Inbound Web services, or they cannot select the workflow under the Implementation Name in the Type field. For more information, see Activate Workflows.

  1. From the Link bar, select Inbound Web Service.

  2. In the Inbound Web Service list, create a query to display all records with "Siebel Opportunity*" in the Name field.

  3. Select Active in the Status field of all of these records to activate these Web services.

  4. Select the record with the name Siebel Opportunity Create.

  5. In the Service Ports list, add a new record, and enter the values in the following table in the fields of the new record.

    Field

    Description

    Name

    Enter a name for the port, such as Receive opportunity.

    Type

    Click the select icon. In the dialog box, add a new record and enter the following values in the new record:

    Implementation Type: Workflow Process

    Implementation Name: Select Opportunity Sharing Siebel Create

    Name: Siebel Opportunity Create

    After creating this record, select it as Type.

    Business Service

    Entered automatically when you select the Type.

    Transport

    Select HTTP.

    Address

    Enter:

    http://webserver/eai_lang/start.swe?SWEExtSource=WebService&SWEExtCmd=Execute&WSSOAP=1

    For the values in angle brackets, use the actual values for your system.

    Bindings

    Select SOAP_RPC_ENCODED.

    Comment

    Enter a comment for your own use.

  6. In the Operations list, add a new record, and enter the values in the following table in the fields of the new record.

    Field

    Description

    Name

    Enter ExternalOpportunityCreateExecute.

    Business Service

    Entered automatically when you create a new operation.

  7. Follow Step 1 through Step 6 to define the service port for Siebel Opportunity Update, with these exceptions:

    1. In the Inbound Web Service list, select Siebel Opportunity Update.

    2. Add a new record in the Service Ports list with the same values you entered for External Opportunity Create, but use the following values for the Type field when you create the new record in the list:

      • Implementation Type: Workflow Process

      • Implementation Name: Select Opportunity Sharing Siebel Update

      • Name: Siebel Opportunity Update

    3. Add a new record in the Operations list with the same values you entered for External Opportunity Create, but change the Name in the Operations list to ExternalOpportunityUpdateExecute.

  8. Follow Step 1 through Step 6 to define the service port for Siebel Opportunity Query, with these exceptions:

    1. In the Inbound Web Service list, select Siebel Opportunity Query.

    2. Add a new record in the Service Ports list with the same values you entered for External Opportunity Create, but use the following values for the Type field when you create the new record in the list:

      • Implementation Type: Workflow Process

      • Implementation Name: Select Opportunity Sharing Siebel Query

      • Name: Siebel Opportunity Query

    3. Add a new record in the Operations list with the same values you entered for External Opportunity Create, but change the Name in the Operations list to ExternalOpportunityQueryExecute.

  9. Follow Step 1 through Step 6 to define the service port for Siebel Opportunity Update Response, with these exceptions:

    1. In the Inbound Web Service list, select Siebel Opportunity Update Response.

    2. Add a new record in the Service Ports list with the same values you entered for External Opportunity Create, but use the following values for the Type field when you create the new record in the list:

      • Implementation Type: Workflow Process

      • Implementation Name: Select Opportunity Sharing Receive Update Response

      • Name: SiebelOpportunityUpdateResponse

    3. Add a new record in the Operations list with the same values you entered for External Opportunity Create, but change the Name in the Operations list to ExternalOpportunityUpdateResponseExecute.

  1. Navigate to the Administration - Partner screen, then the Registered Partners view.

  2. In the Partners list, drill down on the name of the partner company.

  3. Navigate to the Integration view.

  4. In the Integration list, add a new record, and use the list to select one of the ports you created for the Outbound Web Services list.

  5. Continue to create a new record in the Integration list for each of the ports you created in the Outbound Web Services list that belongs to this partner.