Oracle Policy Automation and Siebel – Part 2

From last time, we should now have:

  1. Installed the client IDE and Word plugin
  2. Installed Apache and deployed all appropriate .WAR files for the standard OPA and Siebel OPA applications
  3. Edited the siebel-data-adapter.properties file and tested the URL
  4. Installed the Siebel OPA components and imported the SIF files
  5. Manually modified the Application object in Tools to add the Admin and Smoke Test screens – in my case, I used ‘Siebel Public Sector’
  6. Applied the schema changes imported through Table objects in the SIF files
  7. Run the ‘Policy Automation Install’ Business Service methods via the simulator (note the BS looks in ‘C:\Program Files\Oracle’ for the files it needs)
  8. Compiled your SRF and deployed to the Siebel Server
  9. Copied across the new Web Template (SWT) file to your Siebel Server installation

You should now have access to the Policy Automation Admin and Test screens in your Siebel Client, along with the appropriate mappings.

You’ll need to do a few bits and pieces before you’re ready to get things running:

  1. Navigate to Site Map > Administration – Web Services > Outbound Web Services
  2. Query for name like ‘DeterminationServer*’
  3. Change the host and port to that of your Tomcat server and verify the URLs from your Siebel Server for both Namespaces returned

You’ll also need to amend the ‘Web Determinations’ Symbolic URL too:

  1. Navigate to Site Map > Administration – Integration > WI Symbolic URL List > Symbolic URL administration
  2. Query for ‘Web Determinations’
  3. Update the URL so that it points to your Tomcat server and port
  4. Do the same for the ‘Employee’ Symbolic URL

 You can now run the Smoke Test to confirm that everything is working!

  1.  Navigate to the Policy Automation Smoke Test screen
  2. Click the ‘DS Smoke Test’ button and see a ‘Smoke Test Succeeded’ message
  3. Click the ‘WD Smoke Test’ button and you’ll see why Determinations has succeeded
  4. Hit the ‘Next Record’ button to move onto a new Employee and hit the buttons again – you should get different results as this is now longer the SADMIN user
Congratulations – you’ve installed, configured and integrated OPA into Siebel!

Oracle Policy Automation and Siebel – Part 1

There’s a lot of buzz in the Public Sector vertical about Oracle Policy Automation or OPA. In a nutshell, OPA allows you to define plain language rules that can be evaluated to produce an outcome. Take, for example, a government department that has to determine an applicants eligibility for child support. There may be a number of complex, rapidly changing rules for giving a yes or no answer to a specific application. In reality, these rules will be defined and agreed in plain language ‘legalese’ – coding such rules in computer logic can be complicated, difficult to validate with the business, hard to support and non-trivial to update and modify. OPA aims to address these problems.

We’re going to install OPA and configure and use the Siebel connector – I’ve built a standard 32-bit Windows 2008 Enterprise Server to get things rolling. Everything else that you need is available through the Oracle Software Delivery Cloud:

  1. Log into the Oracle Software Delivery Cloud
  2. Select Product Pack ‘Oracle Policy Automation’
  3. Select your OS (I’m going for Windows 32-bit)
  4. Click ‘Search’
  5. Download the following media packs:
  • Oracle Policy Modeling (v10.3.1) Media Pack for Microsoft Windows
  • Oracle Policy Automation for Java v10.3.1.57.0
  • Oracle Policy Automation Connector for Siebel (v10.3) Media Pack for Microsoft Windows (32-bit)

This gives you, respectively:

  • Development IDE for automation rules
  • The Determination Server for Apache Tomcat
  • The Siebel connector

Installing OPA Server

We’re going to install the OPA Determination Server into an Apache Tomcat app server:

  1. Install Apache Tomcat 6 to a location on your server – I’ve chosen C:\Apache
  2. Install a Java JDK – I’ve chosen 6 Update 20 and installed to C:\Java
  3. From the ‘OPA for Java’ file that you downloaded, deploy the following to the Apache ‘webapps’ folder:
    • determinations-server.war
    • document-generation-server.war
    • web-determinations.war
  4. On your server, set the JAVA_HOME environment variable (for me, C:\Java)
  5. Run ‘Startup.bat’ from the Apache\BIN folder
  6. Navigate to http://localhost:8080/web-determinations/ to confirm that all is well

Installing Oracle Policy Modelling IDE

The ‘IDE’ is a standalone, client application and Word toolbar add on. We’ll stick this on the server, but this can (and in real life should) be installed locally, on a client PC:

  1. Install Microsoft Word (I’ve gone for 2007 as I could not get this to work with 2010)
  2. Unzip the file you’ve downloaded for OPM
  3. Run the installer to install the Word plugin and the IDE

Installing OPA for Siebel

The Siebel connectivity piece comes separately. Unzipping the download, you’ll find a Siebel specific application (.war file) and a load of SIF and manual instructions for setting up the Siebel side of things. I’m not going to regurgitate the details from the supplied document here, so the basic steps are:

  1. Run the installer from the downloaded zip file, on your OPA server
  2. Copy the siebel-determinations-server.war and siebel-web-determinations.war files to your Apache webapps folder
  3. Follow the instructions to set the Siebel URL and user details in siebel-data-adapter.properties
  4. Follow the instructions to import the SIF files provided into your Siebel Repository
  5. Navigate to http://localhost:8080/siebel-web-determinations/ to confirm that all is well for now
That’s it for today!