Wednesday, May 11, 2016

Siebel Application Usage Pattern Tracking

Siebel CRM Innovation Pack 2015 onwards, Application usage tracking becomes very easy as it is available OOTB and administrators can setup this in the application to get the details like "who", "when" and "how many times" access any UI/feature in the Siebel application. The best part is, it is so much configurable that administrator can decide what all events need to be captured and analyzed.

This video would be very helpful for Siebel administrator to know how to setup the tracking for Siebel Application Usage and use it for analysis.






Monday, May 9, 2016

Auto Fix the Product structure in Quote/Order Line Items

There are situations when due to some business requirements you make changes in the existing Products/Promotions (configured in Administration – Products screen), may be you add a simple product at the second level hierarchy with a minimal cardinality as 1 or add some attribute with some pre-default value and so on.
So, in these kind of situations, while you are working on Asset based ordering (ABO) processes, on the existing Assets (which are based on such Promotions/Products where structure got changed), system doesn’t bring newly added product (in the hierarchy with min cardinality as 1) in the Quote/Order line item automatically, unless you open the Product Configurator window manually by clicking Customize button and then you will see a warning message there. Then you click on Accept button and after that click on Done button so that system fixes the Line items structure for you.
(Please note that we are just talking about fixing the “Default” structure of the complex product here)
So, bottom line is you have to open Product Configurator window to get it fixed. But what about the scenarios where ABO operations are performed by third party systems with the help of some web-services and no manual intervention would be there. How to get the Promotion/Product structure fixed in such situations?
And the answer is you can make use of headless configuration and achieve this using  RCOIS  business service: Remote Complex Object Instance Service (RCOIS)
So, here below are the steps that you can call as part of a sub-process:
(Let’s assume we are working on some Quote, and the quote line items structure would be fixed)




·        Load EAI
BS Name         :           ISS Copy Service
BS Method     :           LoadEAI
Input Arguments
Input Argument
Type
Value/Property Name
IntegrationObjectName
Literal
7.7 Quote Integration Object
(IO to query Quote)
ParentObjectId
Process Property
ActiveDocumentId
(Row Id of the Quote)
RootId
Process Property
RootId
(RowId of the Root quote line item)
SearchSpec
Expression
"[Header.Id] = '" + [&ActiveDocumentId] + "' AND [Line Item.Root Id] = '" + [&RootId] + "'"
Output Arguments
Property Name
Type
Output Argument/Value




·        Load Instance
BS Name         :           Remote Complex Object Instance Service
BS Method     :           LoadInstance
Input Arguments
Input Argument
Type
Value/Property Name
IntObjName
Literal
7.7 Quote Integration Object
ObjId
Process Property
ActiveDocumentId
RootId
Process Property
RootId
ExternalScript
Literal
Y
Output Arguments
Property Name
Type
Output Argument/Value




·        Get Instance
BS Name         :           Remote Complex Object Instance Service
BS Method     :           GetInstance
Input Arguments
Input Argument
Type
Value/Property Name
IntObjName
Literal
7.7 Quote Integration Object
ObjId
Process Property
ActiveDocumentId
RootId
Process Property
RootId
Output Arguments
Property Name
Type
Output Argument/Value




·        Sync Instance
BS Name         :           Remote Complex Object Instance Service
BS Method     :           SyncInstance
Input Arguments
Input Argument
Type
Value/Property Name
IntObjName
Literal
7.7 Quote Integration Object
ObjId
Process Property
ActiveDocumentId
RootId
Process Property
RootId
TriggerEvent
Literal
Y
Output Arguments
Property Name
Type
Output Argument/Value




·        Unload Instance
BS Name         :           Remote Complex Object Instance Service
BS Method     :           UnloadInstance
Input Arguments
Input Argument
Type
Value/Property Name
IntObjName
Literal
7.7 Quote Integration Object
ObjId
Process Property
ActiveDocumentId
RootId
Process Property
RootId
Output Arguments
Property Name
Type
Output Argument/Value




So, these small set of steps will help in achieving the same end result that you would achieve by manually clicking the “Customize” button on the UI, then “accept” the warning displayed in the Product Configurator window and then click “Done” button.


Tuesday, May 3, 2016

Siebel CRM Innovation Pack 2016 is here!!!

Good News!!
Siebel CRM Innovation Pack 2016 is released with lot many new functionalities and highlights.

Enjoy this youtube video to get a glimpse of it.




Can also go through the Doc Id 2121894.1 on the supportweb for more details.
  
Cheers
Gaurav