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Table Of Contents

COURSE AGENDA
The CDI Solution
UCM = Universal Customer Master
SDH = Source Data and History tables
UCM Data Model
Source Data and History types
Source Data and History : Data schema
UCM Application Integration
CDI Configuration
External System Registration
Registering an External Application
External System Referencing: Universal Unique ID (UUID)
Data Quality Options
How to configure Data Quality
What to Do with Duplicate Records
Survivorship Rules
Survivorship Rules and Match Scores
Setting Match Thresholds
Survivorship Rule Structure
Building Survivorship Rule
Setting Survivorship Rules
Unmerge
Outbound Data Flow: Publish and Subscribe
Application Integration and the UCM SDH tables
Data Transfers to SDH tables
Data Transfers to Siebel Base Tables
UCM Service Requests
UCM External System Parameters
Inbound Data flow for the business layer
CRMML Input Files
Security and Transaction Services
Implementing Inbound Data Flow at the Business Layer
Inbound/Outbound Processing
Populating UCM Data
Staging Tables
Data Quality Options for Initial Loads
Siebel Base Tables
User Keys
UCM Data Loads
Interface Tables
Populate Interface Tables
Required Interface Table Columns
Source History Data (SDH) and EIM Schema
Referential Integrity
Enterprise Integration Manager (EIM)
Running the Enterprise Integration Manager
Run as EIM Task with Parameter Settings
Configuration (.ifb) file
Use Log Information to Troubleshoot
Verify Data Load into SDH Tables
UCM Batch Manager
Running the UCM Batch Manager
Verify the Data Load into Siebel Base Tables
Determining Data Mapping
Table Column Mappings
The UCM Batch Manager and SDH Tables
The UCM Batch Manager
UCM Account Batch Data Management Workflow
UCM Batch Workflow Steps
Query By ID
CDM Cleanse
CDM Match
To Merge or Not to Merge
Process NoMatch
Process AutoMatch
Process Review
Post Process Activities
The UCM Data Model and Child components
Creating UCM SHD Child Business Components
Example: Address for Contacts
Custom Child Business Components
Name Business Components and Tables
Assign Data Fields
Configure UCM Fields
Configure UCM Batch Workflow
CRMML
CRMML and Integration Objects
CRMML Header
CRMML Header : System Info
CRMML Header : Message Descriptor
CRMML Header : Summary
CRMML Header: Integration Object
Complex CRMML Messages
Party Package Workflows
UCM Server Party Package Workflow (File Transport)
Read From File
Convert to XML Hierarchy
Dispatch Message
Dispatch Message Continued
CIF Envelope Integration Object
Dispatcher Map Integration Object
Dispatch Message Continued
Security Check Continued
Convert Request In
Convert Request In Continued
Transaction Manager
Transaction Manager Operations
Transaction Manager Configuration
Convert Request Out
Considerations
Error Handling
Error Handling Continued
Configuring Inbound Server Communication
Batch Data Management Workflows
Data Cleansing
Data Matching (Deduplication)
Adjusting Threshold Settings
Publishing
Running Batch Data Management Workflows
1. Create a Job
2. Configure Job Parameters
3. Run the Job
Publish and Subscribe
Publish/Subscribe Modes
Publication Messages
Workflows and Batch Publishing
UCM Publish/Subscribe Business Service
Configuring Publishing: Real-Time
Configuring Publishing: Real-Time Continued
Configuring Publishing: Daily Batch
Subscribers
Initial Data Loads into UCM at the Data Layer
Data Loads into UCM at the Business Layer
Managing Outbound Data Flows
The CRMML Messaging Protocol
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Siebel UCM

Siebel UCM

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Published by stephenraj_siebel

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Published by: stephenraj_siebel on Jan 28, 2013
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04/09/2014

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