Siebel Campaign Management – Segmentation

It’s been a while since I updated the blog and the reasons are many: Christmas was a very busy time and an unexpected change to the Siebel programme that I was working on meant things were a bit up in the air. Needless to say, blog entries regarding WebCenter are not going to be forthcoming but my new engagement is far more interesting!

We’re using Siebel Marketing in conjunction with Oracle Customer Hub, AIA with out of the box PIPs, Oracle Segmentation Manager, Siebel Email Marketing Server – you name it, we’re implementing it!

Segmentation

It’s making for extremely interesting work and, as you might expect, I’ve spent some time building VMs hosting the various components and will be posting here about my experiences.

My latest mini project was to install and configure Oracle Segementation Manager. Fancy name aside, this is basically an OBIA product that delivers the ability to slice and dice customer and sales data, within OBIEE, to produce outbound campaign lists that can be used within Siebel Campaign Management / Siebel Marketing to communicate in some way with customers and prospects. Phew!

Setting up OBIEE with OBIA seemed a lot simpler this time around, possibly because I went with 32-bit Windows 2003 as a host – 2008 64-bit caused too many problems last time around. The basic steps are:

  1. Install Oracle Database 11g
  2. Install OBIEE 11g
  3. Install Informatica
  4. Install DAC
  5. Install OBIA 7.9.6.2
  6. Configure Informatica for OBIEE and import the repository for OBIA and copy reference data files
  7. Import meta data for required OBIA apps into DAC
  8. Import OBIA RPD into Web Logic and repoint presentation catalogue
  9. Tweak Siebel configuration to enable access to segmentation through the UI

Once again, I made full use of the awesome content of Gerard Nicolas’ wiki site. Invaluable when it comes to the necessary tweaks to get all the components working together.

Segmentation and it’s integration into Siebel is pretty funky – I’ll try to cover off some of the functional uses in a future post.

OBIEE 11g and OBIA 7.9.6.3

Been a while since my last post – parenthood is a full time job during which I still need to do my full time job! 😉

I’ve been installing OBIEE11g and OBI Applications 7.9.6.3 recently. I built a 64-bit Windows 2008 VM, stuck Oracle 11g R2 on there and went about installing:

  • OBIEE 11g
  • Informatica 9.0.1
  • DAC 10g

I’m posting about this because I found an amazing site that I used almost exclusively to do the installation:

http://gerardnico.com/wiki/obia/obia

It documents, in huge detail, the steps to perform a complete install on both Windows and Linux platforms. I’d highly recommend visiting this site and going through the steps yourself – the set up is lengthy and there are a number of manual tasks to complete. It took me almost 2 days to get everything up and working – really neat now it’s done though!

Configuring OBI Applications 7.9.5.1

After my last article, I’ve been wrestling with the installing documentation for Oracle Business Intelligence Applications – the new name for Siebel Analytics. I’m pleased to say that, a few niggles aside, the process of getting this up and running is pretty straight forward! I’ve summarised the steps below and included some details of the issues I came up against and how I resolved them.

After downloading and installing the basics, there were a few additional bits and pieces that were required:

  • Java JDK 1.5 is recommended – I originally had JDK 6 update 20 installed but this caused problems with the DAC user interface
  • DAC is installed with OBIA – there is no need to download and install this separately
  • Oracle 11g client is fine, but you should download classes12.zip and jdbc14.zip from the 10g JDBC driver site at Oracle
  • There is some fiddling required with .JAR files for both database connectivity and ‘Hibernate3.2’ – both must be copied to DAC\lib

That’s about it really – following the instructions from the Oracle BI Applications documentation was surprisingly simple and successful!

Please feel free to post your experiences.

Installing Oracle BI Applications (Siebel Analytics)

We’ve seen Siebel Analytics in use at a number of client sites, but I’ve rarely had an opportunity to get to grips with it. I performed some base installations a long while back, from a set of instructions, but that’s pretty much it. I’ve recently had a lot of interest in what’s happing in this space and have decided to revisit what is now Oracle Business Intelligence Applications. In this post, I’ll share with you my experience of downloading, installing and configuring this set of tools.

Downloading is very straight forward. Visit Oracle eDelivery, select the ‘Oracle Business Intelligence’ Product Pack and your requirement platform. Select Oracle Business Intelligence Applications 7.9.5.2 for Oracle Data Integrator Media Pack for Microsoft Windows (32-bit) then download and unpack the following ZIP files:

  • Oracle Business Intelligence Suite Enterprise Edition 10.1.3.4.0
  • Oracle Business Intelligence Applications 7.9.5.1
  • Informatica PowerCenter and PowerConnect Adapters 8.6.1

Installation has a number of steps:

  1. Set yourself up a Windows 2003 / 2008 virtual server. I’m still using Windows Virtual PC.
  2. Install Oracle 11g database using the Enterprise option
  3. Create a new database (I always create SIEBDATA and SIEBINDX tablespaces) and create INF, OLTP and DAC users
  4. Install the OBI Suite
  5. Install the OBI Applications
  6. Install Informatica PowerCenter Server, Client, Siebel Server / Repository, Siebel Client and hot fixes

This should all be pretty straight forward. The fun comes in actually configuring the applications and getting it all up and running together. The subject of a future post, I’m afraid!