Siebel Order Management Infrastructure Guide
Siebel Order ManagementInfrastructure GuideVersion 7.8, Rev. BDecember 2008
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ContentsSiebel Order Management Infrastructure Guide 1Chapter 1: What’s New in This ReleaseChapter 2: Service-Oriented ArchitectureAbout Business Services17About Service-Oriented Architecture17How Siebel C/OM Is Built on a Service-Oriented Architecture19How Siebel C/OM Can Be Integrated with Other SOA Applications20Chapter 3: SignalsAbout the Signals MechanismCreating Signal Actions2527Modifying Signal Properties for Signal Actions31Invoking Signals from Controls and Custom ScriptRecursion Use with Signals3233Signals Migration Between Environments33Chapter 4: Variable MapsAbout Variable Maps35Components of Variable Maps37About Using ISS Integration Objects with the Variable Map MechanismConfiguring ISS Integration Objects 39Supported Source Types for VariablesUsing Variable Maps383943Querying with the Business Object Source Type 43Using the Business Service Source Type to Populate Variables 43Using the Instance Source Type to Work with Customizable Product Instance Property Sets45Creating Variable Maps 45Defining the Variable Map Used by a PSP Procedure 47Migrating Variable Maps Between Environments 48Variable Map Methods of the Context Service Business Service49Siebel Order Management Infrastructure Guide Version 7.8, Rev. B3
Contents Chapter 5: Product Selection and Pricing EngineAbout the Product Selection and Pricing EngineComponents of the PSP Engine54Controller Workflow 55Variable Maps 56PSP Procedures 57PSP, Siebel Workflow, and Siebel Tools 58Row Set Transformation Toolkit Business ServiceCustom Business Services 59PSP Driver Workflow515859Conditions and Actions for PSP Procedures62PSP-Supported Action Expression Constructs 63PSP-Specific Functions Used in Action Expressions 63Row Set Variables Used in Action Expressions 65Conditions and Action Variables Vary by Transform 66Row Set Transformation Toolkit Methods66Aggregate Method 67Conditional Action Method 68Dynamic Look-Up Method 68Dynamic Subprocedure Method 69Hierarchical Look-Up Method 70Hierarchical Method 73Merge Method 74Query Method 74Row Set Look-Up Method 76Rule Set Look-Up Method 77Simple Look-Up Method 79Split Method 81Configuring PSP Procedures82Creating PSP Procedures 82Guidelines for Configuring PSP ProceduresCreating a Custom PSP ApplicationCreating a Custom Transform828383Calling a PSP Procedure from an External ApplicationAbout Logging of PSP8484About Troubleshooting of PSP85About Tuning Performance of PSP87About PSP Cache 89Enabling PSP Cache 904Siebel Order Management Infrastructure Guide Version 7.8, Rev. B
Contents Setting Cache Size 90Using the PSP Generic Cache 90Optimizing PSP Cache 91Defining a Cache Refresh Key 92Configuring a Clear Cache Button 93About Using the PSP Dynamic Look-Up Transform CacheAbout PSP Cache Performance Statistics 9696Chapter 6: PSP WaterfallAbout Waterfalls97Configuring Waterfall Output100Adding New Fields to an Existing WaterfallCreating a New Waterfall 101PSP Waterfall Business Service Methods100104Chapter 7: Unified MessagingAbout Unified Messaging105Components of Unified MessagingUMS Business Service MethodsCreating Message Types107111112Configuring the Display of Messages115Implementing Multilingual Substituted Text116Implementing a Custom Message-Generation EngineAbout Working with Message Responses117Logging Message Responses 117Attaching a Business Service to a Message ResponseAbout Suppression of Duplicate MessagesSuppressing Duplicate Messages116118118119Message Type Migration Between EnvironmentsPerformance Tuning of Unified Messaging119120Using Unified Messaging with the PSP Engine120Chapter 8: Data Validation ManagerAbout Data Validation Manager123Roadmap for Implementing Data Validation Processing124Siebel Order Management Infrastructure Guide Version 7.8, Rev. B5
Contents Process of Administering Data Validation RulesDefining Error Messages for Data ValidationDefining a Data Validation Rule Set 125Defining Rule Set Arguments 128Defining Validation Rules 129Defining Validation Rule Actions 132Activating a Data Validation Rule Set 133124125Process of Invoking the Data Validation Manager Business Service134Invoking Data Validation Manager from a Runtime Event 134Invoking Data Validation Manager from a Workflow 136Viewing a Validation History 138Chapter 9: Approvals ManagerAbout Approval Processing139ISS Approval Business Service Methods140CreateNewApprovalTasks Method 141GetApprovalStatus Method 141SetApprovalDecision Method 141Defining Approval Items and Approval Stages141About Invoking the Approvals Manager Business Service from a Workflow142Configuring the Start Step for a Workflow That Invokes the Approvals Manager BusinessService 143Configuring the Business Service Step for a Workflow That Invokes the Approvals ManagerBusiness Service 144Approving or Declining Approval Stages (End User)145Chapter 10: Asset-Based Ordering Methods ReferenceProduct Manipulation Toolkit Business Service Methods147User Properties used by PMT Methods 150Delta Method 153Apply Method 164Trim Method 176Explode Method 179Explode Siebel Object Method 182Find Orders Method 183Logical Delete Method 183Assign New Service IDs Method 184Convert Product Instance Method 185Get Instance Method 186Get Profile Attribute Method 1866Siebel Order Management Infrastructure Guide Version 7.8, Rev. B
Contents Is Fully Exploded Method 187Is Module Licensed Method 188Merge Method 188Quote To Revenue Method 189Reconfigure Product Instance Method 192Reset Method 193Retrieve Next Object From List Method 194Set Action Method 195Set Exception Error Message Method 195Set Field Value Method 196Set Multiple Field Values Method 197Set Output Header Method 197Set Product Instance Method 198Set Profile Attribute Method 198Synchronize Method 199Update Multi Object List Method 200Update Order Line Item Completed Flag MethodGet Cfg Button Click Information Method 201Refresh Business Component Method 201Invoke BC Method 202Iterate Process For Selected Rows Method 202Get Selected Row Count Method 203Get First Selected Row Values Method 203Ungroup Method 204Order Entry Toolkit Business Service Methods200205CreateAccount Method 206CreateOrder Method 207GetBCCount Method 207GotoView Method 208SelectPrimary Method 208SetLIAccounts Method 209SubmitOrder Method 209ValidatePayment Method 210ValidateQuote Method 211ViewCart Method 211Account Administration Toolkit Business Service MethodsPickAccount Method 212SetPrimary Method 213AssociateAccountToUser MethodEstablishMtoM Method 214Invoke BC Method 214212213Complex Product AutoMatch Business Service Method215Siebel Order Management Infrastructure Guide Version 7.8, Rev. B7
Contents Chapter 11: Projected Asset CacheAbout Projected Asset Cache219Projected Asset Cache Business Service Methods221Initialize Method 221Query Method 222Reset Method 223Retrieve Method 224Chapter 12: Compound Product ValidationAbout Compound Product Validation Engine Business ServiceFind Future Date MethodValidate Method 226Format Violation Method225225226Chapter 13: Copy ServiceAbout Copy Service228Copy Service ComponentsCopy Service Methods231231GetFieldValueFromInstance Method 232LoadInstanceFromBC Method 232SetFieldValueFromInstance Method 233PopAndReleaseInstance Method 233Copy Method 233RefreshBCFromInstance Method 234CleanupEAI Method 234CleanupInstance Method 234LoadEAI Method 235SetupLineNumbers Method 236SetupSyncUpsert Method 237StoreEAI Method 237CheckEligibilityHelper Method 238CalculatePriceHelper Method 238CleanupEAI Method 239CleanupInstance Method 239SetupLineNumbers Method 240SetupSyncUpsert Method 241StoreEAI Method 241Copy Maps Configuration242Data Map Objects Migration Between Environments8242Siebel Order Management Infrastructure Guide Version 7.8, Rev. B
Contents Chapter 14: Other Component Business Services for C/OMContext Service Business Service244GetRowSetData Method 244SyncRowSetData Method 244ISS ATP ument MethodCSSISSFulfillmentService::ATPRunCheck Method 245ISS Credit Card Transaction Service245246AuthCharge Method 246Authorization Method 246Charge Method 246Refund Method 246Reverse Method 246ISS Credit Check Service247CreditCheckRunCheck MethodSetCreditCheckResults MethodISS Disable Service247247248DisableCopyXAService Method 248DisableCheckCanInsert Method 248RestoreServiceState Method 248ISS Package Product Service249MergeIntoOnePackage Method 249RemoveFromPackage Method 249ISS Payment Profile Service249SaveAsPaymentProfile MethodUpdatePaymentProfile Method249249ISS Promotion Agreement Manager250CalculateDates Method 250CheckCommitmentCompliance MethodFilterCurrentDocument Method 251FilterPAC Method 252GetPromotionDetails Method 252InvokeCopyService Method 253SetProfileAttributes Method 253RemoveProfileAttributes Method 253SetOldAssetDetails Method 254ISS Promotion CP Admin ServiceClearCache Method 254GetPromotionConstraints Method251254254Siebel Order Management Infrastructure Guide Version 7.8, Rev. B9
Contents ISS Promotion Edit UI Service255ApplyEditPromotion Method 255EditPromotion Method 255ISS Promotion Management Service256ApplyPromotion Method 256ClearAssociation Method 257ClearMessages Method 257CollectAssetList Method 257GetContext Method 258GetResponseType Method 258InitializePAC Method 258IntegrityCheck Method 258LoadMessage Method 259LoadPromRelatedAssets Method 259MsgResponse Method 260RecommendPromotion Method 260ISS Revenue Synchronization ServiceQuote Method 260UpdateOppty Method261ISS Sequence Service261Sequence Method261ISS Service Product ServiceService Method260261261ISS Shipping Calculation ServiceCalculateShippingCost MethodISS Shipping Cost Service261261262CalculateShippingCost Method262ISS Smart Part Number Generation ServiceGeneratePartNumber Method262ISS Spread Discount ServiceSpreadDiscount Method263263ISS Tax Calculation Service263TaxCalculation Method 263InternalTaxCalculation MethodISS Template Service263264SaveAsTemplate Method 264OrderTemplate Method 264OrderTemplateSelectItems Method10262264Siebel Order Management Infrastructure Guide Version 7.8, Rev. B
Contents IndexSiebel Order Management Infrastructure Guide Version 7.8, Rev. B11
Contents 12Siebel Order Management Infrastructure Guide Version 7.8, Rev. B
1What’s New in This ReleaseWhat’s New in Siebel Order Management Infrastructure Guide,Version 7.8 Rev. B.Table 2 lists changes to Siebel Order Management Infrastructure Guide, Version 7.8 Rev. B.Table 1.What’s New in Siebel Order Management Infrastructure Guide, Version 7.8 Rev. BTopicDescription“Creating Signal Actions” on page 27Updated topic.“Invoking Data Validation Manager from aWorkflow” on page 136Updated topic.What’s New in Siebel Order Management Infrastructure Guide,Version 7.8 Rev A.Table 2 lists changes to Siebel Order Management Infrastructure Guide, Version 7.8 Rev. A.Table 2.What’s New in Siebel Order Management Infrastructure Guide, Version 7.8 Rev. ATopicDescription“Creating Signal Actions” on page 27Added information about new filter field available for7.8.2.“PSP Driver Workflow” on page 59Modified this workflow reference to reflect newfunctionality for 7.8.2.Chapter 13, “Copy Service”Added many new method references.What’s New in Siebel Order Management Infrastructure Guide,Version 7.8Table 3 lists changes to Siebel Order Management Infrastructure Guide to support Release 7.8 of thesoftware.Table 3.What’s New in Siebel Order Management Infrastructure Guide, Version 7.8TopicDescriptionChapter 2, “Service-OrientedArchitecture”New. Siebel Order Management is now implementedthrough the use of business services and workflows toallow for greater flexibility and easier configuration.Siebel Order Management Infrastructure Guide Version 7.8, Rev. B13
What’s New in This Release Table 3.What’s New in Siebel Order Management Infrastructure Guide, Version 7.8TopicDescriptionChapter 3, “Signals”New. In this release, every interaction betweencomponents occurs by way of an API invocation that youcan configure or redirect. These API invocations arenamed signals. Signals invoke business servicemethods and workflows to complete functions. Signalsare defined in the Administration - Order Managementscreen, Signals view.Chapter 4, “Variable Maps”New. Applications require a consistent way of loading,querying, and synchronizing transactional data.Variable maps provide a mechanism for mappingtransactional data to a common namespace regardlessof the data source.Chapter 5, “Product Selection and PricingEngine”New. The PSP engine is used to calculate prices,determine eligibility, and make productrecommendations. The PSP engine can be used in anysituation where a sequence of transformations isapplied to a set of input data, such as a list of productsor a list of order line items. You can configure the logicencapsulated in a PSP procedure.The PSP engine is an administration and run-timeframework consisting of Siebel Workflow, the Row SetTransformation Toolkit business service, and theVariable Maps mechanism.Chapter 6, “PSP Waterfall”New. PSP applications use waterfalls to show the lineitem details of how a figure was calculated. A waterfallis an applet or a pop-up window that provides line-itemexplanation about field values, such as the figures thatwere used to arrive at a particular value in a field.Waterfalls are used by sales representatives to gainvisibility into the pricing rules applied, and they areused by business managers for analysis, for example, toanalyze the effectiveness of promotions or to analyzemargin compliance.Chapter 7, “Unified Messaging”New. The Unified Messaging framework is used toformat and display messages for the following features:Product Recommendation, Product Promotion, Pricer,and Eligibility.Chapter 8, “Data Validation Manager”Modified documentation for C/OM in this release.The Data Validation Manager business service validatesbusiness component data based on a set of rulesdefined in an administration view in the run-time client.14Siebel Order Management Infrastructure Guide Version 7.8, Rev. B
What’s New in This Release Table 3.What’s New in Siebel Order Management Infrastructure Guide, Version 7.8TopicDescriptionChapter 9, “Approvals Manager”Modified feature for C/OM in this release. Using theApproval Manager business service, you can define anumber of approval levels without the need forprogramming, scripting, or configuring. You can defineboth basic or multiple step approval processing levelsbased on the needs of your organization. You can invokeapproval processing from a workflow or a run-timeevent.Chapter 10, “Asset-Based OrderingMethods Reference”Modified documentation for C/OM in this release.Asset-Based Ordering provides advanced order typessuch as updates, suspends, and deletes, for yourexisting assets.Chapter 11, “Projected Asset Cache”Modified feature for C/OM in this release. TheProjected Asset Cache is a persistent business servicethat loads all assets, open orders, and quote line itemsmatching a specified search specification into memoryusing the most efficient SQL queries possible. TheProjected Asset Cache can be used by any applicationthat needs a consolidated view of product instancesacross the quote, order, or asset lifecycle.Changes to Projected Asset Cache for this releaseinclude a more flexible API, as well as its use of theUnified Messaging framework for message generation.Chapter 12, “Compound ProductValidation”Modified feature for C/OM in this release. TheCompound Product Validation Engine business service isa set of methods that allows the Compound ProductValidation Engine to be initiated through Workflow. Thebusiness service includes methods to validate a networkand display rules violations.Chapter 13, “Copy Service”New. The Copy service is a general-purposemechanism for copying data from one business objectto another (such as from an opportunity to a quote).Copy service involves a new administration view fordefining the soft-coded mappings.Chapter 14, “Other Component BusinessServices for C/OM”New. Nearly all C/OM functions are now encapsulatedin business services with clearly defined APIs. Thisenhancement allows you to extend or replace the SiebelBusiness Application’s preconfigured features.Siebel Order Management Infrastructure Guide Version 7.8, Rev. B15
What’s New in This Release 16Siebel Order Management Infrastructure Guide Version 7.8, Rev. B
2Service-Oriented ArchitectureThis chapter discusses Oracle’s Siebel Order Management which is based on a service-orientedarchitecture (SOA), and the services that form the foundation of C/OM functions. The following topicsare included in this chapter: “About Business Services” on page 17 “About Service-Oriented Architecture” on page 17 “How Siebel C/OM Is Built on a Service-Oriented Architecture” on page 19 “How Siebel C/OM Can Be Integrated with Other SOA Applications” on page 20About Business ServicesA business service defines reusable business logic that can be executed within the Object Manager.Business services are the building blocks of C/OM functions. Generally, a business service: Can be a built-in service that is defined in Siebel Tools or a run-time service that is defined inthe Siebel client application by administrators Can be based on the CSSService Class (standard business service) or on specialized classes(specialized business service)NOTE: Specialized business services are used only by internal Siebel Engineering personnel. Youshould not use specialized business services unless their behavior is specifically documented. Can be configured by properties or scripts (written in Siebel Visual Basic or Siebel eScript) Can be used for generic code libraries that are called from other scripts Can be referred to by commands associated with a menu item or toolbar buttonAbout Service-Oriented ArchitectureService-oriented architecture (SOA) is the environment that supports the building of applicationsusing service technology. Siebel Order Management is a composite application built following thediscipline of SOA.SOA allows for sharing of business logic across multiple access channels, using data and applicationfeatures wherever they reside. An SOA application must include the following: Smart clients. A set of clients—connected, mobile, or wireless, and with multiple form factors—provides for multichannel, role-based access to the application. The clients are smart in the sensethat appropriate application code is transparently loaded into the client, allowing highinteractivity with no administration overhead; a smart client offers the advantage of bothbrowser technology and client/server technology, without the drawbacks of either. Smart clientssupport role-based user interfaces.Siebel Order Management Infrastructure Guide Version 7.8, Rev. B17
Service-Oriented Architecture About Service-Oriented Architecture Business processes. SOA supports process-enabled applications. Each process is declarativelydefined as an orchestration of services. The location of services is transparent to the applications,and the processes can cross applications. Various sections of a process can be implemented indifferent applications, each executed under the control of its own process controller, whetherBPEL-compatible or custom. Application services. Application functions are modeled using service technology. Services—whether data services, business services, or integration services—follow the service paradigm.Data services use the methods associated with data. Business services can drive role-based userinterfaces or they cab implement automated steps. Integration services (or integrationapplications) map services consumed to services offered between applications, so that allservices appear to be local to each application, smoothing out the differences in object structureand service interface semantics. Data sources and service sources. At the logic level, applications are peers as providers andconsumers of services and data.Figure 1 illustrates a service-oriented architecture.Figure 1.18Service-Oriented ArchitectureSiebel Order Management Infrastructure Guide Version 7.8, Rev. B
Service-Oriented Architecture How Siebel C/OM Is Built on a Service-OrientedArchitectureSOA allows for abstraction of the application interface from the application’s implementation.Because of this abstraction and standardization, generalized services can be used for a wide rangeof needs. Using generalized services means that there is reduced demand for new services, andservices can be reused in unforeseen contexts. At the same time, services that are fine-grained canbe used for the composition of new services.How Siebel C/OM Is Built on a ServiceOriented ArchitectureSiebel Order Management is a composite application following the principles of SOA as follows: Services are autonomous, and they act independently of one another. C/OM businessfunctions are based on independent services involving pieces of code and data. Each service is aunique piece of code that stands alone, independent of other services. Services share standards,schema, and contract—but because services are autonomous, each one has its ownimplementation, deployment, and operational environment. For this reason, a service can berewritten or replaced with no impact on partner services. Messaging carries information between services. Services interact through messaging. Theonly way into and out of a service is through messages. A message’s schema describes theformat and content of the message. A message’s contract describes the message sequencesallowed in and out of the service. The schema definition and the contract definition give a serviceits black box nature. A partner service of any given service is aware only of the sequencing ofmessages flowing back and forth, not of the service’s inner workings. Boundaries are explicit. Explicit boundaries mean that there is no ambiguity regarding thelocation of each part of the code; it is clear whether the code resides inside or outside of theservice. The same principle applies to data. It is known whether a database table resides insideor outside the service. Service location and compatibility are describable and discoverable. Policies exist asformal criteria for getting a service to do its work and for specifying service location. The criteriaare located in a document that outlines the service’s rules for use and its location.In this release, C/OM business processes are implemented as workflows that invoke a series ofinternal services. The SOA also allows C/OM applications to incorporate external services into anybusiness process.Because Siebel Order Management is built upon SOA principles, C/OM business functions areencapsulated in well-defined services. Data is passed to and from services as hierarchicaldocuments.The C/OM Signals mechanism provides the service invocation framework. The C/OM Variable Mapsmechanism defines, constructs, and persists the data passed to and from the services.The service-oriented architecture of Siebel Order Management also means that C/OM businessprocesses and functions can be exposed (as stateless services), so that they can be called byexternal applications; service definition and run-time is supported by the Siebel ASI framework.Siebel Order Management Infrastructure Guide Version 7.8, Rev. B19
Service-Oriented Architecture How Siebel C/OM Can Be Integrated with Other SOAApplicationsHow Siebel C/OM Can Be Integratedwith Other SOA ApplicationsWeb Services is the most common enabler of SOA. Siebel Business Applications support both inboundand outbound Web Services. The Siebel Business Application can: Generate and read WSDL Process and transform XML Receive and process Web Service requests over HTTP Invoke an external Web Service from any Siebel event, script, or WorkflowOutbound Integration of C/OM ServicesYou can call an external service from C/OM. Predefined integration interfaces can be implemented orhosted by an external application. Service can be provided by an external application, an integrationserver, a Siebel business service, or a Siebel business process (Siebel Workflow).Figure 2 illustrates services integration for outbound integration.Figure 2.Services Interfaces for Outbound IntegrationExternal Service Call from C/OMThe workflow process shown in Figure 3 provides an example of calling an external service fromSiebel Order Management . The figure shows a workflow process that includes a subprocess namedCheck Inventory Levels. The subprocess includes a step named Perform Inventory Check, whichinvolves a Web service invocation.20Siebel Order Management Infrastructure Guide Version 7.8, Rev. B
Service-Oriented Architecture How Siebel C/OM Can Be Integrated with Other SOAApplicationsFigure 3.Example: Check Inventory Level During Product Recommendations AlgorithmWeb Service PerformanceC/OM services such as Pricer or Eligibility are designed to work on batches of data to improve enduser response times. Any external service called by Pricer or Eligibility must support a batchedinterface that processes an entire set of data (such as all line items in an order) in a single invocation.Thus the overhead associated with Web Service invocation and with context establishment within theWeb Service is only incurred once instead of, potentially, hundreds of times.Inbound Integration of C/OM ServicesYou can expose C/OM functions as services.Siebel Order Management Infrastructure Guide Version 7.8, Rev. B21
Service-Oriented Architecture How Siebel C/OM Can Be Integrated with Other SOAApplicationsFigure 4 illustrates services integration for inbound integration.Figure 4.Services Interfaces for Inbound IntegrationC/OM Functions Exposure as ServicesThe following workflow process (shown in Figure 5) provides an example of exposing C/OM functionsas a service.Figure 5.22Example: Price a Quote or OrderSiebel Order Management Infrastructure Guide Version 7.8, Rev. B
Service-Oriented Architecture How Siebel C/OM Can Be Integrated with Other SOAApplicationsIn this example, a Web Service call is mapped to a controller workflow that transforms the inputsand outputs and invokes the standard pricing procedure.This is stateless; no customer data or order data is s
Siebel Order Management Infrastructure Guide Version 7.8, Rev. B 3 Contents Siebel Order Management Infrastructure Guide 1 Chapter 1: What’s New in This Release Chapter 2: Service-Oriented Architecture About Business Services 17 About Service-Oriented Architecture 17 How Siebel C/OM Is Built on a Service-Oriented Architecture 19
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Thomas M. Siebel . Aspenia. 79. 2018. Thomas M. Siebel is Chairman and CEO of C3 IoT. He previously founded Siebel Systems and the Thomas and Stacey Siebel Foundation, which cre ated the Siebel Energy Institute in 2015. 097-108 Siebel-ing 79 SCENARIO.indd 98 11/06/18 15.01
Siebel Performance Tuning Guide Version 8.0 3 Contents Siebel Performance Tuning Guide 1 Chapter 1: What's New in This Release Chapter 2: Siebel Architecture and Infrastructure About Performance and Scalability 13 About Siebel Architecture and Infrastructure 14 About Siebel User Request Flow 18 Performance Tuning Terminology 19
12 Siebel eFinance for Teller Connector to IBM WebSphere Business Component Composer Guide Version 7.0, Rev. H Siebel Teller Architecture The Siebel Connector for Teller extends the functionality of the Siebel Connector for IFX XML to provide Teller-specific data exchange between Siebel and other systems.
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