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

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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 OEM¶ed 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

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Where do I find the installers?
Go to eDelivery

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com/oip/faces/secure/km/DocumentDisplay.1&h=Y 5 .jspx?id=10970 45.oracle.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.

. otherwise the installation will fail with error ‡ "No Valid Licenses ound on the License Server Localhost 1660 .." SSALI_MZXPQRS=STANISLAUS 6 .SSALI_MZXPQRS environment variable ‡ Set this system environment before startin the License Server up.

Start the installation by executin the install.exe 7 .

Install the License Server 8 .

and click Next 9 .Install the License Server Choose defaults.

the license server will be manually started later.Install the License Server Click No. Place the license file under C:\InformaticaIR\licenses before startin the License Server 10 .

us.key and place it under C:\InformaticaIR\licenses directory The license key can be found here: https://support.com/oip/faces/secure/km/Docum entDisplay.1&h=Y 11 .oracle.jspx?id=1097045.Obtain the license key Save the file as <filename>.

otherwise the installation will fail with error "No Valid Licenses ound on the License Server Localhost 1660 ." SSALI_MZXPQRS=STANISLAUS 12 .Start the License Server Set this system environment before startin the License Server up...

and click Next 13 .Proceed with the installation Choose Install Informatica Products.

and then OK 14 .Proceed with the installation Click Next.

Find the file1003.dat can be found under the installer\data directory 15 .dat file The OEM packa e file1003.

Select the licensed products * The populations will require a separate license for the postal directories Click Next and proceed with the installation 16 .

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 17 .

Supply the DB connectivity parameters * Make sure to test the DB connectivity with SQL*Plus Click Next and proceed with the installation 18 .

Conclude the installation Click Install and conclude the installation 19 .

Apply the hotfixes Copy the hotfixes and past over the installation directory 20 .

21 .Verify the version Run the version batch file to verify the IIR version The software installation is concluded.

. The SQL Scripts related to the database server used can be found under c:\InformaticaIR\dbscript directory 22 .Run the SQL Scripts to create the IIR schema..

sql ‡ Create public synonyms for IIR objects ‡ Run this script as DBA 23 .Execute the SQL Scripts in sequence. idsuseri. updsynci. updsync .. idstbora.sql ‡ Creates IIR synchronizer objects ‡ Run this script with ssa user created on step 1) above 4.sql ‡ Creates the user ssa that owns the IIR tables. updsyncu..sql ‡ Creates IIR control tables ‡ Run this script with ssa user created on step 1) above 3. and other objects ‡ Run this script as DBA 2.sql ‡ Creates other IIR synchronizer objects ‡ Run this script with ssa user created on step 1) above 5. These scripts are used to create the IIR schema and required objects 1.

Sample idsuseri. 24 . for testin purposes 300MB is enou h.sql The tablespace should had been created prior runnin this script.

Start the IIR Server in Confi ure Mode and then Console Client in Admin Mode 25 .

Supply the ssa user id/password The service name µorcl¶ was supplied durin the software installation. but can be chan ed by modifyin the odbc.ini located under the c:\InformaticaIR\bin directory 26 .

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 27 .

.. Choose File > Exit to exit from the Console 28 .The console will be displayed.

.Stop the IIR Server. 29 ..

.ori to xsserv.Copy xsserv.xml.xml.. And confi ure it as displayed above. 30 . This file is located under c:\InformaticaIR\bin directory.

This file is located under c:\InformaticaIR\bin directory.. And confi ure it as displayed above.ori to xmserv.xml.Copy xmserv.xml.. 31 .

ini..ini. This file is located under c:\InformaticaIR\bin directory. And confi ure it as displayed above.ori to htserv. 32 ..Copy htserv.

bat to add the followin environment variables: For Linux/Unix platform modify the isss shell script 33 .Edit the isss.

so libssaiok.so libssadqsea.dll ‡ ssasec.dll ‡ ssaiok.so libssasec.dll Note : Unix/Linux Connector libraries are : ‡ ‡ ‡ ‡ libssadqasm.Copy the Connector DLLs to siebsrvr\bin directory DLLs to copy are : ‡ ssadqasm.dll ‡ ssadqsea.so And the files should be copied to siebsrvr/lib directory instead 34 .

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

Lo in to Siebel. 36 ...

Go to Site Map > Administration ± Runtime Events...

Then choose Action Sets

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Search for ³ISS*´ 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 ³ISS Set File Name´ determines where the exported XML file will be saved. Examples: ISSLoad Account: ³C:\InformaticaIR\ids\data\account.xml´ ISSLoad Contact: ³C:\InformaticaIR\ids\data\contact.xml´ ISSLoad Prospect: ³C:\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 ³http:://<IIR_hostname>:1671´ format This is related to the XML Sync Server service If the Siebel Server and IIR Server are co-located the ³ISS Set URL´ attribute can be set to ³http://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 ³DQ ISS Inte ration´ project 41 ..

Query for ISS* Workflow Process... ‡ ‡ The relevant workflow processes belon to the ³DQ ISS Inte ration´ project 13 Workflow Processes should be listed 42 .

revise. edit and publish/activate ‡ Modify the Workflow ISS Delete Record Sync in the Step ³Send Profile Attr to ISS via HTTP´ Chan e the Method HTTPRequest Method from ³GET´ to ³POST´ ‡ 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 ³GET´ to ³POST´ ‡ Modify the Workflow ISS Write Record Sync in step "Send to ISS via HTTP³ Chan e the Method HTTPRequest Method from ³GET´ to ³POST´ 43 .Select the workflow process.

lo ´ 44 .Select the workflow process. edit and publish/activate ‡ Modify the Workflow ISSErrorHandler in the Process Property ³File Name´ Chan e the Default Strin to appropriate value. revise. example: ³C:\InformaticaIR\lo \isserror.

and then click on ³Active Workflow Processes´ tab 45 .Activate Workflow Processes. Choose Administration ± Business Process > Workflow Deployment...

and then click on ³Active Workflow Processes´ tab 46 . Choose Administration ± Business Process > Workflow Deployment...Activate Workflow Processes.

. so that the lower Activate Workflow Processes applet has all the 13 ISS* WF processes activated 47 .Activate Workflow Processes.. Activate the relevant WF Processes.

set the DLL Name to ssadqsea for ISS 48 .Settin up Data Matchin (DeDuplication). In Administration ± Data Quality > Third Party Administration...

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".xml" Yes In Administration . "iss-config-file".Data Quality > Third Party Administration for ISS ensure the above Vendor parameters for ISS are present 49 . "ssadq_cfg.

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 50 .

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 51 .

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 52 .

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 53 .

Data Quality > Third Party Administration for ISS ensure the above field mappin s for Prospect 54 .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 .

. In Administration .Data Quality Settin s.Data Quality > Data Quality Settin s ensure the above settin s are confi ured 55 ..

set the DLL Name to ssadqasm for ASM 56 ..Settin up Address Validation. In Administration ± Data Quality > Third Party Administration..

xml" In Administration . "iss-config-file".Data Quality > Third Party Administration for ASM ensure the above Vendor Parameters are set 57 .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". "ssadq_cfgasm.

Data Quality > Third Party Administration for ASM ensure the above BC operations are set 58 .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 .

Name In Administration .Field Mappin s for Account BC Business Component Field Name Mapped Field Account. ensure the above field mappin for Account BC is set 59 .Data Quality > Third Party Administration for ASM.

First Name Contact.Data Quality > Third Party Administration for ASM. ensure the above field mappin s for Contact BC are set 60 .Middle Name In Administration .Last Name Contact.Field Mappin s for Contact BC Business Component Field First Name Last Name Middle Name Mapped Field Contact.

First Name List Mgmt Prospective Contact.Data Quality > Third Party Administration for ASM. ensure the above field mappin s for List M mt Prospective Contact BC are set 61 .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.Middle Name In Administration .Job Title List Mgmt Prospective Contact.Last Name List Mgmt Prospective Contact.

State Business Address. ensure the above field mappin s for Field Mappin s for CUT Address BC are set 62 .City Business Address.Country Business Address.Street Address 2 In Administration .Field Mappin s for CUT Address BC Business Component Field City Country Postal Code State Street Address Street Address 2 Mapped Field Business Address.Postal Code Business Address.Data Quality > Third Party Administration for ASM.Street Address Business Address.

State Business Address.Field Mappin s for Personal Address BC Business Component Field City Country Postal Code State Street Address Street Address 2 Mapped Field Business Address. ensure the above field mappin s for Field Mappin s for Personal Address BC are set 63 .Street Address 2 In Administration .Street Address Business Address.City Business Address.Data Quality > Third Party Administration for ASM.Country Business Address.Postal Code Business Address.

. 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.Modify the ssadq_cf ..xml file.xml 64 .

Modify the ssadq_cf asm..xml file.xml 65 .. Set to IIR hostname Set to Search Server Port # Sample File: Save the file to siebsrvr\SDQConnector directory ssadq_cfgasm.

h is u vne cgitio te pra kyis6 dy.0 .7 . ‡2 /2 L esky/ inta tiosre itetos gN tw rk te c C rdmcinsn .zip ¢   * It is necessary to apply the FixL147 to enable AD5 and also modify the ssadq_cfgasm. The license file name should be named key AD5 postal files can be download from here: ftp://siebel:siebel@sdct1000s001. ‡C s mrL eskyd tribtioisiad ccn cw Adres oto O c AV@ fo ac.0 hreth a e esky rmt. .C N KG PN P.BEL H EU BR A.cm foee PO o w e cs mrdta ue. 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.BR G A.com/tmp/ISS_Installation/ASM_Country_Files/ AD4 Postal files o to C:\InformaticaIR\ssaas\ad\ad\db directory.oracleads. .us. as well as the AD5 license file. . pnet y abe nd k i l e reusdo O c qet f m ral er e n qire etsyO c .1 Key Pedgeednefhsen ni . 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 .8hreth a e esky rmt.7 .AR .AU. e e ehn m T o oe eis w mdlsx t.cm uto e icnee is u n v iret otrat ith d sD c r. 1 1 te pra ky hv be p v e toO c fo dlivryw th O toedcs mrs Tis detoreeu reon .com//sdc1003pil/home/mharada/iir28 07/ssaas/ad5/ad/db/DB5_USA5BI_100606.key 9 .J .oracle.zip AD5 Postal files o to C:\InformaticaIR\ssaas\ad5\ad\db directory.D .SG ZL T .xml Informatica Identity Resolution IIR Address Standardization Module ASM ¡ ¢ ¡ 2 .C E.PO.IT L D H . as well as the AD4 license file. rale in rmtia o ‡L itew rld w rld insm uM im d o is o m u: ins EX. mo rye 0 as 2 Oeya s na ID licne(n ad nlfetu sa reus dyO c Suprt toIn rmticSuprt.H . ‡Pe e a 2 /2 sa s esm licnee fo a 2 /9 sa s esmlicnee fo a rptul.IN .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 .G .FR A. Trmo th reu mn b rale e sf e 1 66 . 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. 2 mo ryes ae en roidd rale r e e ith e EM n uto e . 8 Ke y InfaIR_20100507132711.zip OracleDQv9.9 . icneesre r te a ee p et n e os tinn . 7 / 2 . . The license file name should be named key * AD5 files were provided by PM.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.Postal directory files for Address Validation AD4 postal files can be downloaded from here: ftp://ar on. y re eloe n rale ah ead soly n.

ISSLoad Contact and ISSLoad Prospect action sets.Runtime Events > Action Sets. then choose ³Reload Runtime Events´ 67 . and activate the ISSLoadAccount.Load IDT process Navi ate to Administration .

Load IDT process Navi ate to Administration ± Data Quality Settin s. ISSLoad Prospect action sets 68 . ISSLoad Contact. as set in the attribute ³ISS Set File Name´ of the ISSLoad Account. and modify Match Thresholds to tri related workflows er the ISSLoad* The exported data should be found under c:\InformaticaIR\ids\data directory.

Load IDT process Start the IIR Server and then open the Console Client (Admin Mode) 69 .

Load IDT process ± creatin the system. Sample siebelSQ.sdf Create a new System by clickin on New button. and then click OK to proceed with the system creation 70 .sdf file siebelDQ. and then click on OK button Enter the data as shown above ...

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 71 .

Click on Select button. and choose siebeldq from the dropdown list.. and then click OK button to proceed 72 ..Load IDT process ± selectin the system.

and then click OK button to proceed.. choose siebel_dq_loadall from the dropdown list..Load IDT process ± executin the initial load. Note: SQL*Loader is required.. verify if you can run sqlldr from command-prompt 73 . Click on the Load IDT button..

.Load IDT process ± executin the initial load.... Watch for Accounts and Contacts loadin jobs. 74 .

Load IDT process ± executin the initial load.. but this can be i nored if Accounts and Contacts were loaded 75 .. it will cause the job failure. I nore the prospects load failure due to empty XML file.

. and then click on OK button to proceed. click on Search Client.Load IDT process ± verifyin the loaded data. choose Search Client option.... 76 . Click on Tools button.

Click on search-or button.Load IDT process ± verifyin the loaded data.. and then search for a known existin Account to validate that Accounts load was successful 77 ..

. The initial load process has finished. 78 . Click on search-person-name button.. and then search for a known existin Contact to validate that Contact load was successful.Load IDT process ± verifyin the loaded data.

Start synchronizer Click on Synchronizer button. and then click on OK button to start the synchronizer 79 . and click on OK button to display the Update Synchronizer screen. enter -t120ms in the Extra Options field. choose Run Synchronizer button.

except the ISSLoad* Actions Sets that are only used for initial load. search for ISS*. enable all the Action Sets. choose Menu > Reload Runtime Events 80 .Enable Runtime Events Lo in to Siebel. navi ate to Adminstration ± Runtime Events > Actions Sets.

a system refresh and Load IDT will be needed. the Update Synchronizer should be runnin . 81 . Should any inconsistency appear.Start the Update Synchronizer To keep the data between Siebel schema and IIR schema synchronized.

In the Parameters field in the Component Parameters list. For example.Server Configuration screen > Servers view. select the Call Center Object Manager (ENU) c. d. select an object manager. In the Components list. default is False) ISS True (Indicates whether real-time data cleansing is enabled. apply the appropriate settings to the parameters in the table below. default is False) ASM 82 . Click the Parameters subview tab.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 . 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. b.

and verify the information is updated on the IIR schema. if the synchronization is workin the modification should be reflected quickly 83 .Verify the synchronization Modify a Siebel record.

. the deduplication result pop-up applet should be displayed 84 . Enter a similar record..Verify the DeDuplication works.

Verify the Data Cleansin works. and enter an address and verify the result 85 .Data > Addresses... Navi ate to Administration .

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