Modifying Predefined Integration Objects to Add Fields to Reports

Siebel CRM comes with predefined reports and each of these reports references an integration object that provides the report schema. This topic describes how to modify an existing integration object so that Siebel CRM can use it to add fields to a report. If necessary, you can reduce the size of the integration object that you use to improve performance. For more information, see Reducing the Amount of Data That Integration Objects Transfer.

To modify predefined integration objects to add fields to reports

1. Log in to the Siebel client, and then identify the integration object that you must modify:

   1. Navigate to the Administration - BIP Publisher Reports screen.

   2. In the template list, choose the report where you must add a new field.

      For more information, see Views You Use to Register Report Templates.

   3. Note the value that Siebel CRM displays in the Primary Integration Object Name field.

      Siebel CRM prefixes the integration objects that it uses with BIP.

2. Add a new field to the integration object:

   1. Log in to Siebel Tools.

   2. In the Object Explorer, click Integration Object.

      If the Object Explorer does not display the Integration Object type, then do the following:

      • Click the View menu, and then the Options menu item.

      • In the Development Tools Options dialog box, click the Object Explorer tab.

      • Make sure the integration object and all child object types of the integration object type contains a check mark, and then click OK.

   3. In the Integration Objects list, locate the integration object that you identified in Step 1.

   4. In the Object Explorer, expand the Integration Object tree, expand the Integration Component tree, and then click Integration Component Field.

   5. Scroll through the Integration Component Field list until you locate the field that the report must display.

   6. Note the values in the following properties:

      • External Name

      • External Data Type

      • External Length

      Each of these properties reference a property of the business component field that contains the data that the report must display. For example, the External Name of the integration object field references the Name property of the business component field.

   7. In the Integration Component Field list, create a new integration component field:

      • Enter the values you noted in Step f into the External Name, External Data Type, External Length properties.

      • Set the XML Sequence property.

      • Set the XML Tag property. You typically set the XML Tag property to the same value that the Name property contains.

      Siebel CRM uses these XML properties when it uses the XML file to get data from the Siebel Database. You must you use the syntax that an XML tag requires. You must not include any spaces or special characters. The following prefix is not required:

      ss_

3. Reduce the Size of the integration object that you modified in Step 2.

   For more information, see Reducing the Amount of Data That Integration Objects Transfer.

4. Deliver your changes.

5. Migrate the Integration Object changes through the Siebel Migration Application using the Application Incremental Runtime Repository Data Service.