Contents

• Title and Copyright Information
• Preface

1 What’s New in This Release

• What’s New in Siebel Enterprise Integration Manager Administration Guide, Siebel CRM 21.11 Update
• What’s New in Siebel Enterprise Integration Manager Administration Guide, Siebel CRM 20.1 Update
• What’s New in Siebel Enterprise Integration Manager Administration Guide, Siebel CRM 19.1 Update

2 Siebel Enterprise Integration Manager: an Overview

• Siebel Enterprise Integration Manager: an Overview
• About Siebel Enterprise Integration Manager
• EIM Functions
  • Import New and Revised Data into Siebel Base Tables
  • Export Data from Siebel Base Tables
  • Delete Data from Siebel Base Tables
  • Merge Data in Siebel Base Tables
• Process Flow Between EIM and Other Databases
• Mobile Web Client Requirements

3 Siebel EIM Tables

• Siebel EIM Tables
• EIM Tables Overview
  • Preparing EIM Tables for Merge, Update, or Import Processes
  • EIM Table Naming Conventions
• EIM Table Columns
  • Mandatory Columns for EIM Processing
  • File Attachment Columns
  • Organization Columns
• EIM Table and Column Mappings
  • Database Extensibility and EIM
  • EIM Table Mappings Provided as Common Parents to Nontarget EIM Table Mappings
    • Parameters to Set
    • Exception to Recommended Parameter Settings
  • Creating New EIM Table Mappings to Existing Base Tables
  • About Explicit Primary Mappings
  • Setting Explicit Primary Mappings
  • Setting Explicit Primaries for Many-to-Many Relationships
  • About Viewing EIM Table Mappings
  • Verifying Your Object Explorer View Settings
  • Viewing EIM Table Mappings to Base Tables
  • Viewing Interface Column Mappings to Base Tables
  • Viewing Base Table Mappings to EIM Tables
  • Generating EIM Table Mapping Reports
  • About the Second Row Property on EIM Table Mapping Objects
  • EIM Table Mappings to Base Tables Without User Keys
    • EIM Tables and Base Tables Without User Keys
    • Process Issues for Base Tables Without User Keys
  • Deleting EIM Table Rows
  • Finding Differences in EIM Tables Between Repositories

4 EIM Configuration File

• EIM Configuration File
• Using the EIM Configuration File to Define a Process
• Defining EIM Configuration File Parameters
  • EIM Configuration File Parameters
  • Header Section Parameters Generic to All EIM Processes
  • Process Section Parameters Generic to All EIM Processes
  • Inheritance Rules for Configuration Parameters
  • Setting EIM Configuration Parameters
    • Setting EIM Configuration File Header Parameters
    • Setting EIM Configuration File Process Parameters
    • Required Keywords for Process Parameters
    • Optional Keywords for Process Parameters
    • TRANSACTION SQL Parameter
  • Setting Extended EIM Configuration Parameters
    • User-Defined Extended Parameters
    • Predefined Extended Parameters
• Sample SQL Scripts
  • DB2 Sample SQL Script
  • MS SQL Sample SQL Script

5 Importing Data

• Importing Data
• EIM Import Process
• Import Data Process Flow
• Importing Legacy Data
  • Recommended Import Order for Importing Legacy Data
  • Importing an Initial Batch of Legacy Data
  • Importing Large Databases
    • Memory Resources Needed for EIM
    • Database Resources Needed for EIM
• Updating the Siebel Database
  • Updating Siebel Database for Batches with Both an Insert and Update to the Same Record
  • Fields That Cannot Be Updated
• Preparing the EIM Tables for Import Processing
  • Required Initial Values for Special Columns
  • Required Initial Values for File Attachment Columns
  • Adjusting the Case of Values
• Editing the Configuration File for Import Processing
  • Header Section Parameters Used for Imports
  • Process Section Parameters Used for Imports
  • Parameters Used for Imports in Both the Header and Process Sections
    • NET CHANGE Parameter
    • MISC SQL Parameter
    • INSERT ROWS and UPDATE ROWS Parameters
  • Running an Import Process
  • Checking Import Results
    • Viewing a List of Imported Rows
    • Troubleshooting Import Processing Failures
• Special Considerations for Imports
  • Suppressing Data When Updating Existing Databases
    • Suppressing Inserts
    • Suppressing Updates
  • Importing Customizable Products
  • Importing Opportunities and Revenues
  • Maintaining Denormalized Columns
  • Importing Marketing Responses
  • Importing Contacts
    • ASGN_* Flags
    • S_POSTN_CON.ROW_STATUS Flag
  • Importing Private Contacts
  • Importing Contacts to Make Them Visible in the Contact List
  • Troubleshooting the Unique Constraint Error When Importing Accounts or Contacts
  • Importing Party Records
  • Importing Solutions
  • Importing Call Lists and Catalogs
  • Importing Positions and Employees
    • Activating Position Hierarchy
    • Generating Reporting Relationships
  • Importing Data with Parent and Child Relationships
  • Importing Industry Codes
  • Importing File Attachments
  • Updating File Attachments
  • Importing Organizations That Contain the BU_ID Column
  • Importing Accounts Containing Multiple Team Members
  • Importing Multiline Fields
  • Importing Exported Rows Into Target and Secondary Tables
  • Importing International Phone Numbers Using EIM
  • Importing URL Links into the S_LIT Base Table
  • Importing LOVs Using EIM
  • Importing LOV and MLOV Data into Base Tables
  • EIM Imports and Audit Trail

6 Exporting Data

• Exporting Data
• Overview of EIM Export Processing
• EIM Export Process
• Preparing the EIM Tables for Export Processing
  • Checking Existing Rows Batch Numbers
  • Preserved Column Values
  • EIM Tables Not Supported for Export Processes
• Editing the Configuration File for Export Processing
  • Header Section Parameters Used for Exports
  • Process Section Parameters Used for Exports
  • Parameters Used for Exports in Both the Header and Process Sections
    • EXPORT MATCHES Parameter
  • Exporting All Data Rows
  • Exporting Selected Data Rows
  • Exporting Recursive Relationships
  • Exporting LOV and MLOV Data
• Running an Export Process
• Checking Export Results
  • Viewing a List of Exported Rows
  • Extracting Data from the EIM Tables

7 Deleting Data

• Deleting Data
• EIM Delete Process
  • Deletion Methods Supported
  • Delete Process Flow
• Preparing the EIM Tables for Delete Processing
• Editing the Configuration File for Delete Processing
  • Header Section Parameters Used for Deletes
  • Process Section Parameters Used for Deletes
  • Parameters Used for Deletes in Both the Header and Process Sections
    • DELETE EXACT Parameter
    • DELETE MATCHES Parameter
    • DELETE ALL ROWS Parameter
  • Deleting All Data Rows
  • Deleting Data Rows Identified by User Key Values
  • Deleting from Base Tables Other Than the Target Base Table
  • Deleting Rows from Extension Tables
  • Deleting File Attachments
  • Handling Aborts of EIM Delete Processing
• Running a Delete Process
• Checking Delete Results

8 Merging Data

• Merging Data
• Overview of EIM Merge Processing
• EIM Merge Process
• Preparing the EIM Tables for Merge Processing
• Editing the Configuration File for Merge Processing
  • Header Section Parameters Used for Merges
  • Process Section Parameters Used for Merges
  • Parameters Used for Merges in Both the Header and Process Sections
    • SET BASED LOGGING Parameter
  • Updating Affected Rows
  • Avoiding Aborts of EIM Merge Processing
  • Enabling Transaction Logging for Merge Processing
  • Specifying Remaining Records for Merge Processes
• Running a Merge Process
• Checking Merge Results

9 Running EIM

• Running EIM
• Preparing to Run an EIM Process
• Running an EIM Process
  • Running an EIM Process Using the Graphical User Interface
  • Running an EIM Process Using the Command-Line Interface
• Viewing the EIM Log File
  • Using Trace Flags, SQL Trace Flags, and Error Flags
    • Error Flags
    • SQL Trace Flags
    • Trace Flags
  • Setting Event Logging from the Graphical User Interface
  • Setting Event Logging from the Command-Line Interface
  • Trace Flag Settings
    • Trace Flag 1
    • Trace Flag 2
    • Trace Flag 4
    • Trace Flag 8
    • Trace Flag 32
• Optimizing EIM Performance
  • Table Optimization for EIM
    • Configuration Parameters
    • Indexes
    • Maintenance of EIM Tables
  • Batch Processing Optimization for EIM
    • Limiting the Number of Records and Rows for Merge Processes
    • Using Batch Ranges
  • Run-Time Optimization for EIM
    • Parallel Processing
    • Transaction Logging
  • Parameter Settings Optimization for EIM
    • USING SYNONYMS Parameter for Optimizing EIM
    • Trace Flag Settings for Optimizing EIM
  • Database Server Optimization for EIM

10 EIM: Examples of Common Usage

• EIM: Examples of Common Usage
• EIM Import Process Examples
  • Example of Importing from Multiple EIM Tables in a Single .IFB File
  • Example of Updating a Table in a One-to-One Relationship with Its Parent
  • Example of Updating Columns When There Are Two Records with the Same User Key in a Single Batch
  • Example of Updating Columns When There Are Two Non-Target Base Tables Mapped to One EIM Table
  • Example of Importing Primary Keys
  • Example of Setting a Primary
  • Visibility of Fields: Example of Importing Party Objects
  • Visibility of Fields: Example of Importing Accounts
  • Visibility of Fields: Example of Importing Contacts
  • Visibility of Fields: Example of Importing Employees
  • Visibility of Fields: Example of Importing Opportunities
  • Visibility of Fields: Example of Importing Assets
  • Example of Troubleshooting the Import of Extension Columns
    • Checking the Repository
  • Example of Troubleshooting the Unique Constraint Error when Importing Accounts or Contacts
    • Example of Troubleshooting the Import of EIM Contact Data into the S_CONTACT Table
    • Example of Troubleshooting the Import of EIM Account Data into the S_ORG_EXT Table
  • Example of Importing and Exporting Hierarchical LOVs
• EIM Merge Process Example
  • Example of Running a Merge with Custom Columns
• EIM Delete Process Examples
  • Example: Using DELETE MATCHES to Delete Data from S_PARTY Extension Tables
  • Example: Using DELETE MATCHES to Delete Data from non-S_PARTY Extension Tables
  • Example of Using DELETE EXACT
  • Example of Deleting Specific Positions from Accounts
• Examples of Resolving Foreign Keys
  • Example 1: Resolving the Foreign Key Value
  • Example 2: Resolving the Foreign Key for Position Division
  • Example 3: Resolving the Foreign Key Using a Special User Key
• Other Examples
  • Example of Setting Explicit Primary Mappings
  • Example of Setting Explicit Primary Mappings for Many-to-Many Relationships
  • Example of Creating Mappings for Extension Columns
  • Example of Improving Performance by Dropping Indexes
  • Foreign Key Column Values: NO MATCH ROW ID versus NULL versus a Valid ROW_ID
  • Example of Using the NUM_IFTABLE_LOAD_CUTOFF Parameter
  • Example: Transaction Logging with Row-by-row Processing versus Set-based Processing
    • LOG TRANSACTIONS and SET BASED LOGGING Parameters
    • Logging Locations for LOG TRANSACTIONS and LOG TRANSACTIONS TO FILE
    • When to Use Row-by-Row Processing
    • Advantages and Disadvantages of Using RBR Logging
  • Example of Implementing a Multi-Organization Hierarchy
  • Example of Adding a Position to a Party Table
  • Example of Using the EIM_ASSET Interface Table