Universal Connector

SDQConnector allows to use any 3rd party Vendor for Data matching and Cleansing
Siebel Application Account/ Contact / Prospect Siebel Data Quality Universal Connector
Data Cleansing

Siebel Reference Implementation First Logic

De-Duplication

Trillium

Other 3rd party implementation

Data Base

Technical Presentation here

Oracle Confidential

Universal Connector Support format

Try to reproduce any customer reported problem with the Universal Connector by testing with the Reference Adapter If the issue is reproducible with the Reference Adapter, Oracle TS should provide support, otherwise the customer should be requested to contact the thirdparty vendor directly to obtain assistance Oracle does not provide support for third-party software, such as Trillium, SAP DQ (former BO), or any other 3rd party vendor, except for OEMed products Do not bring or install third-party software to avoid legal issues
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Siebel ISS Inte ration Architecture

ISS Server

ISS Schema

UPDSYNC XML Sync Server (XS) Siebel Schema

NSA Table

Tri

ers

XML

Workflow

Where do I find the installers?

Go to eDelivery

IIR License file

License file is not platform dependent It is an OEM a reement Address Doctor Postal directories are sold separately; customers should buy the postal files on a subscription basis from Informatica directly

See: https://support.us.oracle.com/oip/faces/secure/km/DocumentDisplay.jspx?id=10970 45.1&h=Y

SSALI_MZXPQRS environment variable

Set this system environment before startin the License Server up, otherwise the installation will fail with error "No Valid Licenses ound on the License Server Localhost 1660 ..." SSALI_MZXPQRS=STANISLAUS

Start the installation by executin the install.exe

Install the License Server

Install the License Server

Choose defaults, and click Next

Install the License Server

Click No, the license server will be manually started later.

Place the license file under C:\InformaticaIR\licenses before startin the License Server

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Obtain the license key

Save the file as <filename>.key and place it under C:\InformaticaIR\licenses directory

The license key can be found here: https://support.us.oracle.com/oip/faces/secure/km/Docum entDisplay.jspx?id=1097045.1&h=Y

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Start the License Server

Set this system environment before startin the License Server up, otherwise the installation will fail with error "No Valid Licenses ound on the License Server Localhost 1660 ..." SSALI_MZXPQRS=STANISLAUS

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Proceed with the installation

Choose Install Informatica Products, and click Next

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Proceed with the installation

Click Next, and then OK

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Find the file1003.dat file

The OEM packa e file1003.dat can be found under the installer\data directory

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Select the licensed products

* The populations will require a separate license for the postal directories

Click Next and proceed with the installation

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Supply XML Synchronization Server port # (default is 1671)

* The XML Synchronization Server is referenced in the Siebel RT events

Click Next and proceed with the installation

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Supply the DB connectivity parameters

* Make sure to test the DB connectivity with SQL*Plus

Click Next and proceed with the installation

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Conclude the installation

Click Install and conclude the installation

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Apply the hotfixes

Copy the hotfixes and past over the installation directory

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Verify the version

Run the version batch file to verify the IIR version

The software installation is concluded.

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Run the SQL Scripts to create the IIR schema...

The SQL Scripts related to the database server used can be found under c:\InformaticaIR\dbscript directory

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Execute the SQL Scripts in sequence...

These scripts are used to create the IIR schema and required objects 1. idsuseri.sql Creates the user ssa that owns the IIR tables, and other objects Run this script as DBA 2. idstbora.sql Creates IIR control tables Run this script with ssa user created on step 1) above 3. updsyncu.sql Creates IIR synchronizer objects Run this script with ssa user created on step 1) above 4. updsynci.sql Creates other IIR synchronizer objects Run this script with ssa user created on step 1) above 5. updsync .sql Create public synonyms for IIR objects Run this script as DBA

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Sample idsuseri.sql

The tablespace should had been created prior runnin this script; for testin purposes 300MB is enou h.

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Start the IIR Server in Confi ure Mode and then Console Client in Admin Mode

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Supply the ssa user id/password

The service name orcl was supplied durin the software installation, but can be chan ed by modifyin the odbc.ini located under the c:\InformaticaIR\bin directory

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The test system ssa000 is created to validate the installation

This step is only done once and will create the rule base that will be used by the SiebelDQ system

Click Finish to conclude the test procedure

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The console will be displayed...

Choose File > Exit to exit from the Console

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Stop the IIR Server...

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Copy xsserv.xml.ori to xsserv.xml...

And confi ure it as displayed above. This file is located under c:\InformaticaIR\bin directory.
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Copy xmserv.xml.ori to xmserv.xml...

And confi ure it as displayed above. This file is located under c:\InformaticaIR\bin directory.
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Copy htserv.ini.ori to htserv.ini...

And confi ure it as displayed above. This file is located under c:\InformaticaIR\bin directory.
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Edit the isss.bat to add the followin environment variables:

For Linux/Unix platform modify the isss shell script

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Copy the Connector DLLs to siebsrvr\bin directory

DLLs to copy are : ssadqasm.dll ssadqsea.dll ssaiok.dll ssasec.dll

Note : Unix/Linux Connector libraries are : libssadqasm.so libssadqsea.so libssaiok.so libssasec.so

And the files should be copied to siebsrvr/lib directory instead

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The IIR installation has concluded, now needs to setup the Siebel side...

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Lo in to Siebel...

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Go to Site Map > Administration Runtime Events...

Then choose Action Sets

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Search for ISS* on Action Sets...

17 records should be displayed

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Set the ISS Set File Name...

The Action Sets below are used for the initial load: ISSLoad Account ISSLoad Contact ISSLoad Prospect

The attribute ISS Set File Name determines where the exported XML file will be saved. Examples: ISSLoad Account: C:\InformaticaIR\ids\data\account.xml ISSLoad Contact: C:\InformaticaIR\ids\data\contact.xml ISSLoad Prospect: C:\InformaticaIR\ids\data\prospect.xml Note : If the Siebel Server and IIR Server are not co-located the files should be manually copied to a directory that IIR Server can read from when doin Load IDT; this is setup on the siebelDQ.sdf file

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Set the ISS Set URL...

Set the ISS Set URL attribute with http:://<IIR_hostname>:1671 format This is related to the XML Sync Server service If the Siebel Server and IIR Server are co-located the ISS Set URL attribute can be set to http://localhost:1671 (between double-quotes) Below is the list of Action Sets that need to be chan ed: ISSSYNC DeleteRecord Account ISSSYNC DeleteRecord Contact ISSSYNC DeleteRecord Prospect ISSSYNC WriteRecord Account ISSSYNC WriteRecord Contact ISSSYNC WriteRecord Prospect

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Lo in to Tools...

And then lock the DQ ISS Inte ration project

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Query for ISS* Workflow Process...

The relevant workflow processes belon to the DQ ISS Inte ration project 13 Workflow Processes should be listed

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Select the workflow process, revise, edit and publish/activate

Modify the Workflow ISS Delete Record Sync in the Step Send Profile Attr to ISS via HTTP Chan e the Method HTTPRequest Method from GET to POST

Modify the Workflow ISS Launch Write Record Sync in the Step "Send Delete Ms to ISS via HTTP Chan e the Method HTTPRequest Method from GET to POST

Modify the Workflow ISS Write Record Sync in step "Send to ISS via HTTP Chan e the Method HTTPRequest Method from GET to POST

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Select the workflow process, revise, edit and publish/activate

Modify the Workflow ISSErrorHandler in the Process Property File Name Chan e the Default Strin to appropriate value, example: C:\InformaticaIR\lo \isserror.lo

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Activate Workflow Processes...

Choose Administration Business Process > Workflow Deployment, and then click on Active Workflow Processes tab

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Activate Workflow Processes...

Choose Administration Business Process > Workflow Deployment, and then click on Active Workflow Processes tab

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Activate Workflow Processes...

Activate the relevant WF Processes, so that the lower Activate Workflow Processes applet has all the 13 ISS* WF processes activated

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Settin up Data Matchin (DeDuplication)...

In Administration Data Quality > Third Party Administration, set the DLL Name to ssadqsea for ISS

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Vendor parameters for ISS

Name
Account DeDup Record Type Contact DeDup Record Type List Mgmt Prospective Contact DeDup Record Type Parameter 1 Candidate Acquisition Process by Third Party

Value
Account Contact Prospect "global", "iss-config-file", "ssadq_cfg.xml" Yes

In Administration - Data Quality > Third Party Administration for ISS ensure the above Vendor parameters for ISS are present

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BC Vendor Field Mappin for Account

Business Component Field

DUNS Number Name Primary Account City Primary Account Country Primary Account Postal Code Primary Account State Primary Account Street Address Row Id

Mapped Field
DUNSNumber Name PAccountCity PAccountCountry PAccountPostalCode PAccountState PAccountStrAddress RowId

In Administration - Data Quality > Third Party Administration for ISS ensure the above field mappin s for Account

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BC Vendor Field Mappin for Contact

Business Component Field

Birth Date Cellular Phone # Email Address First Name Last Name Home Phone # Middle Name Primary Account Name Primary City

Mapped Field
BirthDate CellularPhone EmailAddress NAME HomePhone MiddleName Account City

In Administration - Data Quality > Third Party Administration for ISS ensure the above field mappin s for Contact

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BC Vendor Field Mappin for Contact (continued)

Business Component Field

Primary Country Primary Postal Code Primary State Primary Street Address Row Id Social Security Number Work Phone #

Mapped Field
Country PrimaryPostalCode State StreetAddress RowId SocialSecurityNumber WorkPhone

In Administration - Data Quality > Third Party Administration for ISS ensure the above field mappin s for Contact

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BC Vendor Field Mappin for Prospect

Business Component Field

Account Cellular Phone # Email Address First Name Last Name Home Phone # Middle Name City Country

Mapped Field
Account CellularPhone EmailAddress NAME HomePhone MiddleName City Country

In Administration - Data Quality > Third Party Administration for ISS ensure the above field mappin s for Prospect

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BC Vendor Field Mappin for Prospect (continued)

Business Component Field

Postal Code State Street Address Row Id Social Security Number Work Phone

Mapped Field
PostalCode State StreetAddress RowId SocialSecurityNumber WorkPhone

In Administration - Data Quality > Third Party Administration for ISS ensure the above field mappin s for Prospect

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Data Quality Settin s...

In Administration - Data Quality > Data Quality Settin s ensure the above settin s are confi ured

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Settin up Address Validation...

In Administration Data Quality > Third Party Administration, set the DLL Name to ssadqasm for ASM

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Vendor parameters for ASM

Name
Account DataCleanse Record Type Contact DataCleanse Record Type List Mgmt Prospective Contact DataCleanse Record Type Personal Address DataCleanse Record Type CUT Address DataCleanse Record Type DQ Send Empty Field To Third Party Vendor DQ Cleanse High Deliverable Address Parameter 1

Value
Account Contact Prospect Personal Address CUT Address Yes Yes "global", "iss-config-file", "ssadq_cfgasm.xml"

In Administration - Data Quality > Third Party Administration for ASM ensure the above Vendor Parameters are set

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BC Operations for ASM

Business Component Name

Account Contact List Mgmt Prospective Contact CUT Address Personal Address

Operation
Data Cleansing Data Cleansing Data Cleansing Data Cleansing Data Cleansing

In Administration - Data Quality > Third Party Administration for ASM ensure the above BC operations are set

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Field Mappin s for Account BC

Business Component Field

Name

Mapped Field
Account.Name

In Administration - Data Quality > Third Party Administration for ASM, ensure the above field mappin for Account BC is set

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Field Mappin s for Contact BC

Business Component Field

First Name Last Name Middle Name

Mapped Field
Contact.First Name Contact.Last Name Contact.Middle Name

In Administration - Data Quality > Third Party Administration for ASM, ensure the above field mappin s for Contact BC are set

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Field Mappin s for List M mt Prospective Contact BC

Business Component Field

First Name Job Tile Last Name Middle Name

Mapped Field
List Mgmt Prospective Contact.First Name List Mgmt Prospective Contact.Job Title List Mgmt Prospective Contact.Last Name List Mgmt Prospective Contact.Middle Name

In Administration - Data Quality > Third Party Administration for ASM, ensure the above field mappin s for List M mt Prospective Contact BC are set

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Field Mappin s for CUT Address BC

Business Component Field

City Country Postal Code State Street Address Street Address 2

Mapped Field
Business Address.City Business Address.Country Business Address.Postal Code Business Address.State Business Address.Street Address Business Address.Street Address 2

In Administration - Data Quality > Third Party Administration for ASM, ensure the above field mappin s for Field Mappin s for CUT Address BC are set

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Field Mappin s for Personal Address BC

Business Component Field

City Country Postal Code State Street Address Street Address 2

Mapped Field
Business Address.City Business Address.Country Business Address.Postal Code Business Address.State Business Address.Street Address Business Address.Street Address 2

In Administration - Data Quality > Third Party Administration for ASM, ensure the above field mappin s for Field Mappin s for Personal Address BC are set

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Modify the ssadq_cf .xml file...

Set to IIR hostname

Set to Search Server Port # Set the rule base server db settin s

Sample File:

Save the file to siebsrvr\SDQConnector directory

ssadq_cfg.xml

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Modify the ssadq_cf asm.xml file...

Set to IIR hostname

Set to Search Server Port #

Sample File:

Save the file to siebsrvr\SDQConnector directory

ssadq_cfgasm.xml

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Postal directory files for Address Validation

AD4 postal files can be downloaded from here: ftp://ar on.oracleads.com/tmp/ISS_Installation/ASM_Country_Files/ AD4 Postal files o to C:\InformaticaIR\ssaas\ad\ad\db directory, as well as the AD4 license file. The license file name should be named key AD5 postal files can be download from here: ftp://siebel:siebel@sdct1000s001.us.oracle.com//sdc1003pil/home/mharada/iir28 07/ssaas/ad5/ad/db/DB5_USA5BI_100606.zip AD5 Postal files o to C:\InformaticaIR\ssaas\ad5\ad\db directory, as well as the AD5 license file. The license file name should be named key * AD5 files were provided by PM; should contact PM if other populations are needed for test purposes

License Keys:
UCM / CRM / MDM
OeYer Trm L eskya fo In rnl D vlomnadD mntraooly Kesa dp ydo O c mcinsnVM n a e , icneesre r te a ee p et n e os tinn . y re eloe n rale ah ead soly n. C s mrL eskyd tribtioisiad ccn cw Adres oto O c AV@ fo ac.cm uto e icnee is u n v iret otrat ith d sD c r, rale in rmtia o L itew rld w rld insm uM im d o is o m u: ins EX,AR ,BR G A,AU,BEL H EU BR A,IT L D H ,H ,J ,SG ZL T ,C E,D ,G ,FR A,PO,IN ,C N KG PN P,N PO srent cvre b ths kyadne tob reus d C a o oe d y ee esn ed e qeteto O c AV@ fo ac.cm foee PO o w e cs mrdta ue. rale in rmtia o r vry C r hreuto e a is sd U M e os tin v: ES \KD N VL SY2KAT 8 N C D mntraoAD 4 N AY3 Z8 J WZ7V5 U M e os tin v: 2 C D mntraoAD 5 WZP7W9Q 4 9 KFVVC 3 FTSFC M C 5 4YZE7 6 D Q P1ZC U M ee p et/Enierig po AD 4 M /7Q6FKJ4 SR H $ 2$ C D vlomn g en/Suprt v: ZU 7 27 $N D E5/36 n U M ee p et/Enierig po AD 5 WS75 UVU XC A9VPD PC C EVWA1C o ) C D vlomn g en/Suprt v: n 2Z3 6 A4 3 T D 9 V1 0 (w rld (lim d o ) itew rld (lim d o ) itew rld (lim d o ) itew rld Exira n5 0 01 p tio: /2/21 Exira n5 0 01 p tio: /2/21 Exira n1/3/21 p tio: 2 1 00 Exira n7 1 00 p tio: /3/21

Address Doctor

ASM lee gs esmIIR ky /IIR vraeth a e e. Pe e a 2 /2 sa s esm licnee fo a 2 /9 sa s esmlicnee fo a rptul, .7 .8hreth a e esky rmt, .9 .0 hreth a e esky rmt. 2 /2 L esky/ inta tiosre itetos gN tw rk te c C rdmcinsn . .7 .8 icnee s lla na lim d ine e o In rfae a ah eoly O c d tribteth licnee d c tothir cs mrssa o thir e raleis u s e esky iretly e uto e aprt f e -dlivrymcais . e e ehn m

T o oe eis w mdlsx t. 1 1 te pra ky hv be p v e toO c fo dlivryw th O toedcs mrs Tis detoreeu reon . 2 mo ryes ae en roidd rale r e e ith e EM n uto e . h is u vne cgitio te pra kyis6 dy. mo rye 0 as 2 Oeya s na ID licne(n ad nlfetu sa reus dyO c Suprt toIn rmticSuprt. . n er tadrd Q ess o ditioa a re) re qeteb rale po fo a a po

Informatica Data

uality

2 0 1 0 5 / 2 0 11 Ke ys OracleDQv862.zip

OracleDQv9.zip

* It is necessary to apply the FixL147 to enable AD5 and also modify the ssadq_cfgasm.xml

Informatica Identity Resolution IIR Address Standardization Module ASM

2 . 7 / 2 . 8 Ke y InfaIR_20100507132711.key 9 .0 .1 Key Pedgeednefhsen ni , pnet y abe nd k i l e reusdo O c qet f m ral er e

n qire etsyO c . Trmo th reu mn b rale e sf e

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Load IDT process

Navi ate to Administration - Runtime Events > Action Sets, and activate the ISSLoadAccount, ISSLoad Contact and ISSLoad Prospect action sets; then choose Reload Runtime Events

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Load IDT process

Navi ate to Administration Data Quality Settin s, and modify Match Thresholds to tri related workflows er the ISSLoad*

The exported data should be found under c:\InformaticaIR\ids\data directory, as set in the attribute ISS Set File Name of the ISSLoad Account, ISSLoad Contact, ISSLoad Prospect action sets

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Load IDT process

Start the IIR Server

and then open the Console Client (Admin Mode)

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Load IDT process creatin the system...

Sample siebelSQ.sdf file

siebelDQ.sdf

Create a new System by clickin on New button, and then click on OK button

Enter the data as shown above , and then click OK to proceed with the system creation

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Load IDT process creatin the system...

The successful system creation should be confirmed by the job details as shown above; click on Close button to return to the previous screen

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Load IDT process selectin the system...

Click on Select button, and choose siebeldq from the dropdown list, and then click OK button to proceed

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Load IDT process executin the initial load...

Click on the Load IDT button, choose siebel_dq_loadall from the dropdown list, and then click OK button to proceed...
Note: SQL*Loader is required; verify if you can run sqlldr from command-prompt

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Load IDT process executin the initial load...

Watch for Accounts and Contacts loadin jobs...

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Load IDT process executin the initial load...

I nore the prospects load failure due to empty XML file, it will cause the job failure, but this can be i nored if Accounts and Contacts were loaded

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Load IDT process verifyin the loaded data...

Click on Tools button, click on Search Client, choose Search Client option, and then click on OK button to proceed...

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Load IDT process verifyin the loaded data...

Click on search-or button, and then search for a known existin Account to validate that Accounts load was successful

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Load IDT process verifyin the loaded data...

Click on search-person-name button, and then search for a known existin Contact to validate that Contact load was successful. The initial load process has finished.

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Start synchronizer

Click on Synchronizer button, choose Run Synchronizer button, and click on OK button to display the Update Synchronizer screen; enter -t120ms in the Extra Options field, and then click on OK button to start the synchronizer

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Enable Runtime Events

Lo in to Siebel, navi ate to Adminstration Runtime Events > Actions Sets, search for ISS*, enable all the Action Sets, except the ISSLoad* Actions Sets that are only used for initial load; choose Menu > Reload Runtime Events

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Start the Update Synchronizer

To keep the data between Siebel schema and IIR schema synchronized, the Update Synchronizer should be runnin . Should any inconsistency appear, a system refresh and Load IDT will be needed.

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Enable DQ at the object mana er level

Siebel Data Quality Administration Guide > Enablin and Disablin Data Matchin and Data Cleansin > Enablin Siebel Data Quality at the Object Mana er Level > Enablin SDQ Usin the GUI

a. Navigate to the Administration - Server Configuration screen > Servers view. b. In the Components list, select an object manager. For example, select the Call Center Object Manager (ENU) c. Click the Parameters subview tab. In the Parameters field in the Component Parameters list, apply the appropriate settings to the parameters in the table below. d. After the component parameters are set, restart the object manager Parameter DeDuplication Enable Flag DeDuplication Data Type Data Cleansing Enable Flag Data Cleansing Type Description
True (Indicates whether real-time data matching is enabled; default is False) ISS True (Indicates whether real-time data cleansing is enabled; default is False) ASM

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Verify the synchronization

Modify a Siebel record, and verify the information is updated on the IIR schema, if the synchronization is workin the modification should be reflected quickly

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Verify the DeDuplication works...

Enter a similar record, the deduplication result pop-up applet should be displayed

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Verify the Data Cleansin works...

Navi ate to Administration - Data > Addresses, and enter an address and verify the result

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