How to time trigger workflows through command prompt

If you have workflows in your CRM system that are required to be run everyday, but for some reason you are running them manually, this might be a good solution for you to save some time.

This solution demonstrates how you can trigger your Siebel workflows at specific intervals of time on windows. For, Siebel environments on other operating systems, you will have to create a solution similar to this, the only difference being the batch file will have to be written in shell (for Linux/Unix) or the programming language that is supported by the OS.

Step 1 - Write the batch file

Copy the below code in a text file and save it with the .bat extension

::Set Localization
  setlocal
::Gets The Parameters and sets into Environment Variables
   set GTYSRV=%1
   set ENTSRV=%2
   set SIEBSRV=%3
   set SIEBUSR=%4
   set SIEBPWD=%5
  
chdir C:\sia81\siebsrvr\BIN
  
   :: The workflow process name
   set wf=Test Workflow
   set command=run task for comp WfProcMgr with ProcessName='%wf%'
   c:\sia81\siebsrvr\bin\srvrmgr /g %GTYSRV% /e %ENTSRV% /s %SIEBSRV% /u %SIEBUSR% /p %SIEBPWD% /c "%command%"

This will connect to the siebel server via the command prompt and call the "Test Workflow" Workflow process.

Step 2 - Schedule the batch file

The next step would be to schedule the workflow process to run at a certain interval in the day. On windows you will need to schedule this through the Windows task scheduler. On Linux/Unix you will probably have to use crontab.

How to schedule a task in windows

How to schedule a task via Crontab

Note: You will have to add the following parameters in the Add Parameters section each separated by a space.

<ENTSRV> <SIEBSRV> <SIEBUSR> <SIEBPWD>

example: Siebel81G siebelDev siebelDev sadmin sadmin@123

How to Optimize Siebel Application Login Time

Recently, we've had a lot of users complaining about the homepage taking too long to load. Why does the login page take long to load? What happens when the login page loads. Below are some of the tasks that Siebel performs while loading the application.

- Verifying Application Schema Version
- Loading / validating State Models (checks whether or not the expiration date is greater than current date)
- Verifying State Model values for transition
- Loading / Validating Personalization rules and rule sets for each event on applets, Business Components, - - Business services and application
- Loading / validating user profile data.
- Loading / validating System preferences
- Loading localized data (Phone format, date format, time zone, currency etc)
- Loads user reporting hierarchy
- Loads application view-responsibility data.
- Message Broadcast (This can be inactivated by inactivating the Message broadcast bar)

The reason behind such a behavior is that some of the static data (localization, license keys etc) and SRF data that are common to all business components are initialized for the object manager process with the first task or user login request. It is this initialization of tasks that causes the delay in service to the first user.

Setting the “OM - PreLoad SRF Data” (PreloadSRF) parameter to TRUE will trigger the loading of this global data for the object manager process when it is initialized upon starting the services. Now the first login should be faster as the burden of reading the static data is pushed to the component startup phase.

NOTE:  After setting the parameter to TRUE, you must recycle the services for the parameter value to take effect.

If setting the parameter at the enterprise level, all the object managers in the environment will automatically inherit the parameter value (unless an administrator has specifically set the value on the lower object manager level).

Also, if this parameter is set to be TRUE in conjunction with the MinMTServers parameter, the static data will be loaded for the number of object manager processes specified for the MinMTServers parameter when the component is initialized. This way there will be no delay in service for a large volume of users since the minimum required multi threaded object manager processes would already be initialized.

M.O.S Reference:  Doc ID - 476878.1

How to Create a Parent with Multi Child Tabs on Aggregate Views

As the quote goes, "You cannot NOT have a user experience". User experience is one of the most important things in product design. I personally feel that Siebel's User Interface could be a lot better than what it is (but thanks to the new Innovation pack for 2012, with the Open UI I think Siebel is getting there).

Most users do not like drilling down on a record which then takes them to the detail view of a record and then navigating back to the parent record. What they usually ask for is, if they could have the tabs right on the main view of the screen. Something like this -

 

Some thought this was not possible but actually it is and requires just a web template change for the Aggregate views.

Change the Web Template of the view to either one of the following -

1. View Parent Multi Child With Tabs

2. View Parent List With Tabs

Cheers!

Generate Quote using Narrative Reports in CRM On Demand

Hey Guys,

One thing we all think about is how to design a simple solution to a complicated requirement and so today lets see how to create a Narrative report for a 1:M relation. As you may know Narrative Report can be used only on one record. But, using a combination of reports, we can do the a LOT more!

All we need to do is create 2 reports linked to each other and add them to a Dashboard. let me show you how.

Step 1: Create a Opportunity Parent Report

Using Opportunities Subject Area (Reporting  or Real-Time) Add the fields you would like to use on the Opportunity Information Section of the Quote report.

In Step 2: Create Layout, Add a Narrative View and use the this code
Opportunity Parent Narrative View Code. Make sure you use the @"Number" symbol in the right places, or the values would display against the wrong columns.

You'll notice that the values are not correct in this preview, don't worry. since this report is not being filtered from the Prompt yet, the right values do not appear.

Save the report

Step 2:  Create a Opportunity Product Report

Using Opportunity Product Revenues Subject Area (Reporting  or Real-Time) Add the fields you would like to use on the Product List.
Note that I am filtering the contents of this report based on the results of the Opportunity Parent Report.
In Step 2: Create Layout, Add a Table or Pivot Table (Whichever works for you) and a Narrative View and use the this code Opportunity Parent Product Narrative View Code.

You'll notice that the values are not correct in this preview, don't worry. since this report is not being filtered from the parent yet, the right values do not appear.

OK. Save the Report.

Step 3: Create a Dashboard

Create a New Dashboard and give it a name. In the Design Section add both the above reports.

Save the Dashboard.

Step 4: Create a Web Link (Last Step)

Create a Web Link on  Opportunity and in the URL text area, add the link to your Dashboard you created in Step 3. You can get the URL by Viewing the Source Code

Ex: https://secure-ausomxxxx.crmondemand.com/OnDemand/user/analytics/saw.dll?Dashboard&PortalPath=%2fshared%2fCompany_XXXXX_Shared_Folder%2f_portal%
2fOpportunityQuote+Report&Options=rfd&Action=Navigate&P0=1&P1=eq&P2=Opportunity%2E%22Opportunity%20ID%22&P3=%%%Id%%%

The %%%Id%%% will dynamically change on clicking the Web-Link from your Opportunity Detail Page and display the Opportunity and Opportunity Product Information on your Quote Report


Make sure you test the URL by Adding a Opportunity ID and running the URL in your browser.

After creating the Web-Link, add it onto your Opportunity Layout.


Finally: Let's see how this report works in reality.

Goto any Opportunity that has at least One Product associated

Now click the "Generate Quote" link that you added. You should now see your Opportunity and Opportunity Product Information in a beautifully formatted Quote Report.

Now, it's time for you to go and impress your customers!

If you have any questions about the post, feel free to add your comments!

Cheers!
Ryan

Automate Siebel EIM Mapping using SQL

Hey Everybody,

Hope you all are doing Great!

It's been a long time since my last post, apologies for that! Anyway, I have decided to make up for that time and give you some great stuff!

Recently, I had a LOT of people asking for a way to Automatically generate EIM Mappings. I have written a post previously called Generate EIM mapping using SQL Script. However I made some new changes that will give you more information than before.

So here are the updated versions for Oracle and MS SQL

Output Preview

Document Links : Do what the document tells you are you're good!

Automate Siebel EIM Mapping using SQL_MSSQL
Automate Siebel EIM Mapping using SQL_Oracle

Watch out for more interesting Stuff!


Cheers!
Ryan

Happy Christmas and a Prosperous New Year

I'm getting ready for my seasonal break today, so I wanted to take this opportunity to wish all my readers a Very Happy Christmas!

Even if you don't celebrate the religious festival, I hope you enjoy the festive period. Thank you for reading at least some of my blog posts this year, and contributing to some very interesting requirements. I haven't been able to write something new lately, but you ca be sure of some pretty cool posts next year, Stay tuned!

And, if you haven't noticed already...Its snowing :)

Once again, we wish you an absolute cracker of a Christmas and a Great New Year, full of happiness!

Tips 'n Tricks for Oracle CRM On Demand

An excellent free book providing tips and tricks fro improving your Oracle CRM On Demand application. - by Mathieu Emanuelli and Joann Alejandro Bravo

Cheers!