Roadmap for Integrating Oracle Publisher with Siebel for First-Time Installations

The following is a roadmap for integrating Oracle Publisher (BIP and OAP) with Siebel CRM.

The typical tasks you perform to integrate Oracle Publisher with Siebel CRM if you are implementing Siebel Reports for the first time are as follows:

1. Preparing to Integrate Oracle Publisher with Siebel

2. Process of Installing Oracle Publisher for Integration with Siebel

   1. Installing Oracle Publisher Enterprise

   2. Installing Oracle Publisher Add-in for Microsoft Word

   3. Copying JAR Files to Oracle Publisher Server

   4. Enabling External File References on Oracle Publisher Server

   5. Start/Stop Oracle Web Logic Server and Oracle Publisher

   6. Upgrading to the Latest Oracle Publisher Patch

3. Configuring an Outbound Web Service for Siebel Reports

4. Enabling Siebel Server Component Groups for Siebel Reports

5. Configuring Security and Authentication for Siebel Reports

   • Setting Up and Enabling the Siebel Security Model for Siebel Reports

   • Setting Responsibilities in the Siebel Application

   • Configuring Security and Authentication for Siebel Reports Using LDAP

   • Configuring Siebel Reports in a Web Single Sign-On Environment

6. Adding Explicit Reference to Container URL for Oracle Publisher Server

7. Implementing EAI File Handling Changes for Siebel Reports Generation

8. Uploading Preconfigured Report Layout Templates to Oracle Publisher Server

9. Process of Enabling and Configuring Report Scheduling

   1. Configuring the Data Service WSDL for Oracle Publisher Server

   2. Verifying Symbolic URL Arguments that Embed Oracle Publisher Scheduling Views in Siebel Application

10. Test your configuration.