User manual BUSINESS OBJECTS DATA QUALITY MANAGMENT FOR ORACLE SIEBEL UCM 8 XI 3.1 SP01 12.0.1

[. . . ] SAP® BusinessObjectsTM Data Quality Management for Oracle's Siebel UCM 8 User's Guide SAP BusinessObjects Data Quality Managment for Oracle's Siebel UCM 8 XI 3. 1 SP01 (12. 0. 1) Copyright information © 2009 Business Objects, an SAP company. Business Objects owns the following U. S. patents, which may cover products that are offered and licensed by Business Objects: 5, 295, 243; 5, 339, 390; 5, 555, 403; 5, 590, 250; 5, 619, 632; 5, 632, 009; 5, 857, 205; 5, 880, 742; 5, 883, 635; 6, 085, 202; 6, 108, 698; 6, 247, 008; 6, 289, 352; 6, 300, 957; 6, 377, 259; 6, 490, 593; 6, 578, 027; 6, 581, 068; 6, 628, 312; 6, 654, 761; 6, 768, 986; 6, 772, 409; 6, 831, 668; 6, 882, 998; 6, 892, 189; 6, 901, 555; 7, 089, 238; 7, 107, 266; 7, 139, 766; 7, 178, 099; 7, 181, 435; 7, 181, 440; 7, 194, 465; 7, 222, 130; 7, 299, 419; 7, 320, 122 and 7, 356, 779. Business Objects and its logos, BusinessObjects, Business Objects Crystal Vision, Business Process On Demand, BusinessQuery, Cartesis, Crystal Analysis, Crystal Applications, Crystal Decisions, Crystal Enterprise, Crystal Insider, Crystal Reports, Crystal Vision, Desktop Intelligence, Inxight and its logos , LinguistX, Star Tree, Table Lens, ThingFinder, Timewall, Let There Be Light, Metify, NSite, Rapid Marts, RapidMarts, the Spectrum Design, Web Intelligence, Workmail and Xcelsius are trademarks or registered trademarks in the United States and/or other countries of Business Objects and/or affiliated companies. [. . . ] For instruction on making changes to DQClient. xml, see "The configuration file" on page 34. Verify Data Services connection To verify that the connection to Data Services is configured correctly, open a command prompt and navigate to \siebsrvr\bin\ (on Windows) or siebsrvr/lib (on Solaris or Linux). Run DQTestConnect. exe (Windows) or DQTestConnect (Solaris or Linux). Use this command with the following argument: DQTestConnect . . /SDQConnector/DQClient. xml This program uses the connectivity options in DQClient. xml to attempt to connect to the Data Services and indicates whether the connection is successful. Chapter 2: Installation 27 Administrative setup Before you can use Data Quality for Oracle's Siebel UCM, you must change the third-party DLL name in the Application Administration screens, edit the Siebel configuration file, and enable data quality through the Siebel application. Change the thirdparty DLL name To change the third-party DLL name: 1. Open the Site Map in the Siebel application. Under "Administration - Data Quality", click Data Quality Settings. For the Name "Firstlogic, " change the DLL Name from FirstlogicConnector to DQClient. For more information about using the administration screens, see the Siebel Data Quality Administration Guide, Version 8. 0. Edit the Siebel configuration file (for clients) To enable data cleansing and deduplication, you must first set some parameters in your Siebel configuration file. This is necessary only for your clients, not your server. For UCM, this is necessary if you intend to run the Siebel Simulator to test your UCM workflows. Open your Siebel configuration file (siebel. cfg for example). For the value of the Enable parameter, enter True. For the value of the Type parameter, enter Firstlogic. This section of your configuration file might look like this: [DataCleansing] Enable Type = True = Firstlogic 5. Note: You can repeat these steps for the [DeDuplication] section also. You can enable the Data Cleansing and Deduplication options independently; the two don't need to be the same value. Restart your Siebel Server after making changes to the configuration files in order to activate the changes. Enabling data quality through the Siebel application For batch processing You must enable data quality through the Siebel application for batch processing and interactive processing. To enable batch processing via your clients: 1. From your Siebel application, choose Administration - Server Configuration > Servers > Components. 28 SAP BusinessObjects Data Quality Management for Oracle's Siebel UCM 8 User's Guide 2. Choose Data Quality Manager from the list. To enable batch data cleansing, set the Data Cleansing Enable Flag to True. Enter Firstlogic as the Data Cleansing Type. To enable batch deduplication, set the Deduplication Enable Flag to True. Enter Firstlogic as the Deduplication Data Type. Restart your Siebel Server to enable the change. For interactive processing To enable interactive data cleansing and deduplication, follow these steps. [. . . ] Results are stored in the s_dedup_result table for manual review and resolving the records one at a time. Use this dataflow as you would contact_match, except it allows you to define a more limited set of records for which to find duplicates. Account Business Address Business Address Contact Contact DF_Realtime_Batch_DQ_Siebel_ business_address_datacleanse DF_Realtime_Batch_DQ_Siebel_ contact_datacleanse DF_Realtime_Batch_DQ_Siebel_ contact_match Batch Batch Contact DF_Realtime_Batch_DQ_Siebel_ contact_incremental_match Batch 63 Business Component Dataflow Type Purpose Contact DF_Realtime_DQ_Siebel_ contact_datacleanse DF_Realtime_DQ_Siebel_ contact_match Interactive Use this dataflow to cleanse name/firm when data are entered interactively. This dataflow uses the Contact Business Component. Interactive Use this dataflow to find the matching Contacts while data are entered interactively. [. . . ]