Siebel Record Sizing

I had a chat recently with a colleague who was asking about sizing a Siebel Database. On checking the Bookshelf guidelines on sizing, I see that Oracle recommends a fairly straightforward approach to estimating your table space sizes: simply add up the column sizes of a ‘Siebel record’ and extrapolate across your estimated record volumes. That got me thinking, what exactly is a ‘Siebel record’ and how could I programatically determine it’s size?

That’s when I came up with the Siebel Sizer:

SiebelSizer

It’s a pretty simple tool that lets you:

  1. Connect to a running Object Manager on your development or test system
  2. Pick a Business Object and any combination of Business Components active on that BO
  3. Pick a sample size, or simply let it calculate the maximum based on underlying field definitions
  4. Pick either a ‘random x’ or ‘first x’ record set to sample
  5. Click the button to tally up a sample set of data from your database across the entire BO
  6. You then multiply through by the number of contacts, for example, then apply the Siebel Consultant Magic Formula for Sizing (multiply by two for good luck)

Before I post a link to this tool, and it’s source, I wondered: would any of you out there have interest in such a tool? Is database sizing something you do and is this the approach you would take? Are there other tools out there that do the same thing but use a more intelligent approach? Better tools that do a different thing and achieve a better result?

I’d love to hear from any readers who have an interest in this or some advice on how to progress with a little project such as this.

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The Future of Siebel CRM: Community Poll

2000Ceritified

This year marks the 20th anniversary of the founding of Siebel Systems. After being acquired by Oracle in 2005, Siebel CRM, and the successor of Siebel Analytics, Oracle Business Intelligence, are still flagship Oracle products. Thousands of IT professionals worldwide make a living from these two systems, including yours truly.

Siebel CRM itself has been on the market for  17 years and, in the Siebel community, there is much excitement about Oracle’s commitment to strengthen the product’s position, for example by delivering the Open UI framework. At the same time, many people wonder just how many years Siebel has left.

Always at the pulse of the Siebel community, we – a group of dedicated Siebel bloggers – are working together to conduct a poll to find out the public opinion on that very question.

If you want to cast your vote on the poll, you can do so via the sidebar on the right hand side of the page. Alternatively you can use this link to access the poll in a separate window or on a mobile device.

Thanks for your vote!

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Siebel Email Marketing – 8.1.1.10

I feel a bit rotten for bashing Siebel Email Marketing in an earlier post. The ESD, BHD and CTD clearly mean no harm and it’s not their fault that they’re a bit old and use an InstallAnywhere freeware installer that doesn’t actually work in Windows 2008. ;)

Despite my gripes, it would appear that Oracle have not forgotten about Email Marketing and have introduced some really quite nice new functionality in Siebel 8.1.1.10:

  • Social Sharing
  • Dynamic Content

How to get there, with the new Incremental Repository Merge, is the subject of a much wider discussion! Let’s just say that Oracle aren’t quite there yet…

EmailMarketing81110

Clearly, allowing easier integration into social networks is a big deal nowadays. Imagine the difference in market penetration that could be achieved with a simple ‘share this offer with a friend’ link in your communication. You’re letting your customers do all the work and reaching out to a similar demographic with very little effort. This is a great move and a welcome addition to the tool.

Dynamic Content is something that has also been sorely lacking from email treatments within Siebel. As you aim for more and more personalised communications to customers across all channels, it’s important to make your audience feel like you’re offering something valuable and personal. I’m sure all of my blog readers have been the recipient of bulk, generic emails that immediately go to the spam bin.

So, thumbs up to Oracle for their continued investment in the marketing functionality.

If you’d like to learn more, take a look at the Oracle Learning Library, something I discovered thanks to my good friend @lex over at Siebel Essentials.

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dotMailer Integration – Web Services

So, let’s get the easy bits out of the way first!

dotMailer provide access to their services via SOAP web services. As such, they provide a Web Services Definition Language (WSDL) file that provides all of the details around the data structures used, to be translated into Siebel Integration Objects, and methods that can be invoked, provided by the Siebel Outbound Web Service definition and proxy Business Service.

dotMailerTools

Take a look here and you’ll find the WSDL for the integration services provided by dotMailer. Simply download this file and fire up Siebel Tools. From here:

  1. Create a new Project for our custom objects
  2. Select ‘File > New Object > EAI > Web Service’
  3. Select your project, WSDL and click ‘Next’, click the ‘DeployCheckbox’ then ‘Finish’
  4. You’ll find a new Business Service called ‘APISoap’ – rename this to something a bit more descriptive, like ‘dotMailer BS’
  5. Check out the methods exposed in the new BS – lots of lovely functionality to send and monitor marketing emails!
  6. Have a look at the Integration Objects created – you’ll find message formats for all the outbound and inbound message structures that you’ll need to manage the integration
  7. Go to ‘Administration – Web Services’ in the client and have a look for the ‘API’ Web Service. Here’s you’ll find the URL for the dotMailer API, along with all the supported service ports and operations

And that really is that!

In order to test, you can create a simple Workflow that invokes the ‘GetServerTime’ function. This doesn’t require any input or authentication, so is a good test of your set up so far:

dotMailerTestWorkflow

  1. Create a new Workflow Process in your new Project
  2. Add Start, Business Service and End steps
  3. Add a new Process Property:
    Name
    Data Type
    Integration Object
    ResponseMessageIntegration ObjectGetServerTime
  4. Modify the Business Service step, setting the following properties:
    Name
    Business Service Name
    Business Service Method
    dotMailer GetServerTimedotMailer BSGetServerTime
  5. Set the outputs of the step as follows:
    Property Name
    Type
    Integration Object
    Output Argument
    ResponseMessageOutput ArgumentGetServerTimeGetServerTimeSoapOut:parameters
  6. Run the Workflow and be amazed by the result:

dotMailerOutput

Over the coming months I’ll be looking at how we might develop a framework to replace the calls to Siebel Marketing Server with calls to the dotMailer Web Service.

See you soon!

 

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Siebel Email Marketing

Lets face it, Oracle’s “Siebel Email Marketing” offering is a bit embarrassing. From the moment you download installation software that’s dated about 8 years ago, you know you’re not in for anything special.

SiebelEmail

I’m working on another Marketing programme, having come across “Siebel Email Marketing” on a number of occaisions previous, and I was somewhat disappointed to see that nothing much has changed since I looked at it a couple of years ago. You’re still looking at the aging ESD, BHD and CTD components that look like some sort of freeware, apache based hacks. It’s not at all in keeping with todays content and interaction focussed email marketing requirements.

As such, I started digging around other options. Something that came up smelling of roses was the dotMailer offering, which provides some very snazzy email campaign design features, including very nice web based email template design, along with a SOAP (or RESTful) based API to invoke their services externally.

dotMailer

Well, I couldn’t resist the opportunity to have a mess around with the API, using SoapUI to begin with, to develop some functionality in Siebel Marketing to use their services in place of a crusty Email Marketing Server.

Stay tuned for some updates on how I get on and how this works out!

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Installing AIA 11.1.1.6.0

I’ve taken down an earlier post regarding the installation of AIA as I’ve realised that it’s a bit out of date! As it is, I’ve re-visited my installation of AIA, with the intention of deploying the Siebel / OCH PIP, using the latest and greatest versions.

AIAInstall2

The new versions are much easier to install and I had no problems whatsoever this time – none of the issues that I encountered previously were evident in the new version. So, here’s the slightly updated guide to installing AIA 11.1.1.6.0 on Windows 2003 32-bit:

Downloads

First up, you’ll need to download some media from eDelivery. I went for AIA 11.1.1.6.0 and to get the appropriate media, simply select ‘Oracle Application Integration Architecture’ Product Pack and your platform of choice. Drill down into ‘Oracle Application Integration Architecture Pre-built Integrations Release 11.3 Media Pack’ and download:

  1. Oracle WebLogic Server 11gR1 (10.3.5) and Coherence
  2. Oracle Application Integration Architecture Foundation Pack 11gR1 PS5 (11.1.1.6.0)
  3. Oracle SOA Suite 11g Patch Set 5 (11.1.1.6.0)
  4. Oracle Application Integration Architecture Pre-built Integrations 11.3 Release (these are the PIPs)
    You’ll then need to go on to Oracle Technology Network and download:
  5. SOA Suite Release 11gR1 (11.1.1.6.0)

Pre-requisites

  1. Install a base OS install and get Oracle Database 11g installed and running. I’m using Windows 2003 Server 32-bit with an Enterprise Oracle install and 6GB of allocated RAM
  2. Run the Repository Creation Utility (RCU) and create “SOA and BMP Infrastructure” repositories in your Oracle instance. You might want to get used to RCU at this point as it’s becoming a requirement for all Oracle Fusion Technologies
  3. Check the pre-requisite configuration requirements in the AIA installation guide as these changes will be the difference between a successful and unsuccessful installation

Installation

Installation is now pretty straight forward:

  1. Install WebLogic Server and create a new domain, ‘soa_domain’
  2. Install SOA Suite and use the ‘Create application server’ shortcut to create a new server, ‘soa_server1′
  3. You’ll now need to patch SOA up to 11.1.1.6.5, using the SOA patch set you downloaded previously. Just run the installer and follow the instructions
  4. Make sure everything is up and running: node manager, admin server and your new server as a managed instance. This is extremely important so don’t skip this and try to run the server normally
  5. Install the AIA foundation pack, specifying the WebLogic Server and domain that you created in step 1. Note that the default admin port is 7001 and the ‘database admin’ user requested should be ‘sys’
  6. Install the Pre Built Integrations (PIPs), selecting your new AIA home as the destination

I would suggest you do what I do and practice the installation on a VirtualBox VM. That way, you can ‘snapshot’ your machine at each point in the process and rollback if and when the next step fails

PIP Configuration

You’ll now have an AIA_HOME folder which will contain a load of .XML files in a PIP subfolder. To configure these, you need to launch the Deployment Configuration Wizard (DCW):

  1. Navigate to AIA_HOME
  2. In the bin folder you’ll see a file called aiaconfig.bat. Don’t run this yet
  3. Create a new batch file in the bin folder called run_aiaconfig.bat and add the following:
    <AIA_HOME>aia_instances\<instance_name>\bin\aiaenv.bat
    aiaconfig.bat
  4. Run this batch file to launch the configuration wizard
  5. Choose your PIPs and configure! Easy peasy!

Next time, I’ll be looking at the Siebel PIPs and what needs to be done to configure these to allow Siebel to talk to Oracle Customer Hub, aka Siebel Universal Customer Master.

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Roadmap for OpenUI

First up, I appreciate that a few of my recent articles have simply been pointers to Oracle documentation or other sites and not full of orginial, useful information. Now, My Oracle Support is an excellent source of information but it’s not open to the big wide world – Oracle, rightly so, only make the information available to paying support customers. What this means is that internet searches will not bring back MOS articles and I know a lot of readers of this blog come here from Google. As such, I want to aid the community in getting to the right information as simply as possible – hence these short articles.

So, I’m working on a Siebel Marketing installation and was wondering what was, and was not, delivered in OpenUI as part of 8.1.1.9. I noticed, straight away, that the Campaign Design applet wasn’t working and that got me thinking – what else doesn’t work and when will Oracle fix it? The same questions are being asked by hundreds of Siebel developers across dozens of vertical industries.

OpenUIRoadmap

The answer lies in the ‘Best Practices – Development Guide for Siebel OpenUI‘ documentation that is available from MOS article 1499842.1. In here you’ll find Oracle’s plan of attack for deploying all the lovely customised vertical functionality over the coming point releases. Unfortunately, there are no dates in there as yet, only version numbers, but at least you know your area is being addressed and can await the new releases before thinking of deploying OpenUI in earnest.

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