49 Copyright © 2007, Oracle. All rights reserved. Module 49: Section I Exploring Integration Strategies Siebel 8.0 Essentials

2 of 35 Copyright © 2007, Oracle. All rights reserved. Module Objectives After completing this section you will be able to:  Explain the business need for application integration  Describe Siebel application integration tools  Describe the strategies for approaching application integration Why you need to know:  Being familiar with the Siebel integration tools allows you to select the tool that satisfies your integration requirements

3 of 35 Copyright © 2007, Oracle. All rights reserved. Need for Application Integration Enterprises often have:  Applications in each domain  Applications with different user interfaces  Applications using separate data sources Supply Chain Management Data Enterprise Resource Planning Data Company Web Site Partne r Portal Data Customer Relationship Management Data Employee Relationship Management Data Mainframe Applications Data Billing Data Desktop /

4 of 35 Copyright © 2007, Oracle. All rights reserved. User Requirements Users want to:  Access all business data quickly  Avoid reentering data in multiple systems  Work with a consistent user interface (UI) Data Source

5 of 35 Copyright © 2007, Oracle. All rights reserved. Siebel eBusiness Application Integration (EAI) A configurable and scalable set of tools and components, based on industry standards  Enables the building of a consistent view of all customer data across all channels, applications, mainframes, ERP systems, and custom applications  Enables seamless automation of business process between Siebel applications and others  Enables real-time as well as high-volume, batch-oriented replication of data between Siebel applications and others eCommerce applications Legacy applications (mainframes) ERP systems Custom applications Siebel Application External Application Database Channels

6 of 35 Copyright © 2007, Oracle. All rights reserved. Siebel Universal Application Network (UAN) An integration solution that provides a library of prepackaged, industry-specific business processes that:  Span multiple applications  Are primarily focused on customer interactions and reflect industry best practices  Are built based on open industry standards such as Extensible Markup Language (XML) and Web Services-enabling enterprises

7 of 35 Copyright © 2007, Oracle. All rights reserved. Siebel Integration Tools EAI Connector Virtual Business Component (VBC) Integration Workflow Process Object Interface 0/6 Siebel Business Integration Applications (BIA) Enterprise Integration Manager (EIM)

8 of 35 Copyright © 2007, Oracle. All rights reserved. Integration Workflow Process Challenge: To synchronize Siebel account data with customer data on a mainframe Solution: Integration Workflow Process  Is a Siebel workflow process that replicates data From a Siebel application to an external application From an external application to a Siebel application  Uses standard transports Siebel Application Mainframe Application Account data Customer data Transport 1/6

9 of 35 Copyright © 2007, Oracle. All rights reserved. EAI Connector Challenge: To exchange orders between a Siebel application and an SAP R/3 application Solution: EAI Connector  Is a integration workflow that uses prebuilt business services for ready-to-use integration with popular applications Oracle, SAP R/3, and PeopleSoft Bidirectional integration Siebel Application SAP R/3 Application Order headers Transport Order details 2/6

10 of 35 Copyright © 2007, Oracle. All rights reserved. Virtual Business Component (VBC) Challenge: To display Siebel contact data with contact details from an external source in the same view Solution: Virtual Business Component (VBC)  Is a business component that displays external data within a Siebel applet without storing that data in the Siebel database 3/6 Business Object Regular Business Component Virtual Business Component Siebel Data External Data

11 of 35 Copyright © 2007, Oracle. All rights reserved. Enterprise Integration Manager (EIM) Challenge: To exchange large volumes of data between an external application and the Siebel application Solution: Enterprise Integration Manager (EIM)  Is a server component that exchanges large volumes of data in batch mode between a Siebel database and another database Using interface tables in the Siebel database External Database Siebel Database Siebel Interface Tables Siebel Base Tables EIM SQL Utility 4/6

12 of 35 Copyright © 2007, Oracle. All rights reserved. Object Interface Challenge: To control a Siebel application or to access Siebel data from an external application Solution: Object Interface  Is an access point that exposes Siebel objects and data to programmatic access from scripts or external applications  Enables an external application to control the Siebel application or access the Siebel database using: COM Servers: Automation Server, Data Server CORBA Object Manager Java Data Bean  Is an alternative to EIM for loading large data volumes Database Siebel Application Siebel COM Data Server Example: A button in an Excel spreadsheet calls the Siebel COM Data Server to update Siebel contact data from Excel values 5/6

13 of 35 Copyright © 2007, Oracle. All rights reserved. Siebel Business Integration Applications (BIA) Challenge: To apply industry-specific business processes across applications and organizational boundaries Solution: Siebel Business Integration Applications (BIA)  Packaged software built on the Universal Application Network (UAN) architecture Delivers prebuilt, industry specific integration processes, common objects, and transformations 6/6 Business Process Controller Transformation CRM Data Model ERP Data Model Adapter Transport Layer Adapter Transformation Integration Server Common Object Model CRM ERP

14 of 35 Copyright © 2007, Oracle. All rights reserved. Approaches to Application Integration Display external data in Siebel UI Display Siebel data in another application Synchronize Siebel data with external data Siebel Application External UI Data External Application Siebel

15 of 35 Copyright © 2007, Oracle. All rights reserved. Application Integration Considerations The following design considerations must be addressed:  Usage models Batch processing Real-time processing  Connection models Peer-to-peer connections Integration servers connections

16 of 35 Copyright © 2007, Oracle. All rights reserved. Batch Processing Used for periodic uploads or downloads of large amounts of information into the Siebel database Examples:  Uploading a batch of product catalog and item information into a Siebel application from an external system  Downloading a batch of all opportunities from Siebel applications to another database  Uploading legacy data into the Siebel application

17 of 35 Copyright © 2007, Oracle. All rights reserved. Real-Time Processing Is used when data needs to be updated immediately when changes occur  Examples include: Updating a service request Updating an account’s contacts Updating an order status Deploying Siebel applications as a client or as a service  Client: Siebel applications access another program or initiate a transaction on an external system  Service: Siebel applications are accessed by an external program without any initiation from the Siebel application

18 of 35 Copyright © 2007, Oracle. All rights reserved. Peer-to-Peer Connections Each application-to-application connection is custom CUSTOM WEB APPLICATION CRM BILLING ERP LEGACY PROVISIONING Possible total custom connections n=number of connections nn-1 2 ()

19 of 35 Copyright © 2007, Oracle. All rights reserved. Integration Server Connections Provide an information bus or a hub-and-spoke architecture to tie disparate applications together Allow each application to connect only to the integration server through an adapter PROVISIONING LEGACY CUSTOM WEB APPLICATION CRM BILLING ERP X

20 of 35 Copyright © 2007, Oracle. All rights reserved. Summary This section showed you how to:  Explain the business need for application integration  Describe Siebel application integration tools  Describe the strategies for approaching application integration

49 Copyright © 2007, Oracle. All rights reserved. Module 49: Section II Introducing Enterprise Integration Manager Siebel 8.0 Essentials

22 of 35 Copyright © 2007, Oracle. All rights reserved. Module Objectives After completing this module you will be able to:  Describe the features of Enterprise Integration Manager (EIM)  Describe how EIM supports referential integrity  Describe why direct SQL statements must not be used to insert user data Why you need to know:  EIM enables you to properly import external data into the Siebel database

23 of 35 Copyright © 2007, Oracle. All rights reserved. Enterprise Integration Manager (EIM) Business Challenge: To exchange large volumes of data between an external application and the Siebel database  Implementation project challenge: To perform an initial data load for a Siebel application Business Solution: Enterprise Integration Manager (EIM)  Is a server component that moves large volumes of data in batch mode between Siebel interface tables and Siebel base tables Interface tables act as a staging area for external data External Database Siebel Database Siebel Interface Tables Siebel Base Tables EIM SQL Utility

24 of 35 Copyright © 2007, Oracle. All rights reserved. User Data The Siebel database contains several types of data:  Seed data: application data populated during product installation  Repository data: metadata initialized at installation and modified during application configuration  User data: user-supplied data, such as account records, contacts, price lists, or assignment rules EIM is only used to move user data Siebel Database User-supplied data such as account information, contacts, or price lists Seed data Repository data User data

25 of 35 Copyright © 2007, Oracle. All rights reserved. Populating and Managing User Data Use the client application to enter, update, or delete small amounts of user data directly in the base tables Use EIM to:  Import large amounts of data from external sources through interface tables  Delete large amounts of data

26 of 35 Copyright © 2007, Oracle. All rights reserved. Siebel Database Components of EIM Important components of EIM are: Base table Interface table Prepared and cleansed external data Server component Non-Siebel loading tool Siebel client Base Tables Interface Tables EIM Server Component EIM Configuration File 0/4

27 of 35 Copyright © 2007, Oracle. All rights reserved. Base Tables User data is stored in one or more base tables in the Siebel database  Relationships between base tables (referential integrity) rely upon primary keys (PKs) and foreign keys (FKs) based on ROW_IDs ROW_ID is the system primary key for every base table ROW_ID is a system-generated value PK S_ORG_EXT S_ADDR_ORG FK PK S_BU FK 1/4

28 of 35 Copyright © 2007, Oracle. All rights reserved. Interface Tables Interface tables store external data inside the Siebel database  Staging area for data to be imported, updated, or merged into base tables by EIM  Staging area for data exported by EIM  Staging area for data to be deleted in the base table by EIM EIM_ACCOUNT S_ORG_EXT S_ADDR_ORG External data Interface Tables Base Tables External database 2/4 EIM Server Component

29 of 35 Copyright © 2007, Oracle. All rights reserved. Interface Tables Continued Are meant to represent typical business “entities” Typically map to multiple Siebel base tables  Are denormalized  Example: EIM_ACCOUNT interface table maps to eight base tables 2/4

30 of 35 Copyright © 2007, Oracle. All rights reserved. EIM Server Component Manages the exchange of data between interface tables and user data in base tables Belongs to Enterprise Application Integration (EAI) component group S_ORG_EXT S_ADDR_ORG EIM_ACCOUNT External data 3/4 EIM Server Component

31 of 35 Copyright © 2007, Oracle. All rights reserved. EIM Configuration File EIM server component reads a configuration file (.ifb) to determine:  Whether data should be imported, merged, deleted, or exported  Which interface table(s) and base table(s) are used and affected Import, merge, delete, or export EIM Server Component 4/4 Configuration file (.ifb)

32 of 35 Copyright © 2007, Oracle. All rights reserved. User Keys Based on multiple columns, user keys are used to uniquely identify a row for EIM Primary and foreign keys based on ROW_ID are used for system-wide referential integrity S_ORG_EXT ROW_IDNAMELOCBU_ID S_BU User KeyPKFK

33 of 35 Copyright © 2007, Oracle. All rights reserved. Referential Integrity User key column mappings in interface tables are used to resolve ROW_IDs for base tables, maintaining referential integrity PK (ROW_ID) Acme 1-8D User key 1-8D Interface Table Base Tables FK (ROW_ID)

34 of 35 Copyright © 2007, Oracle. All rights reserved. SQL You must not use SQL to populate user data in base tables  Relationships between tables are complex  Referential integrity is maintained programmatically through ROW_IDs, not using constraints on the database  SQL statements cannot generate Siebel ROW_IDs FK PK S_ORG_EXT S_ADDR_ORG SQL

35 of 35 Copyright © 2007, Oracle. All rights reserved. Module Highlights Enterprise Integration Manager (EIM) is a server component that supports bulk imports and exports to and from a Siebel database  Useful for initial data loads The main components of EIM are:  Base tables  Interface tables  EIM server component  EIM configuration files (.ifb) You must not insert user data into Siebel base tables using SQL!