Oracle Policy Automation Connector for Siebel V10.2 Release Notes Copyright 2009, 2010, Oracle and/or its affiliates. All rights reserved. Oracle is a registered trademark of Oracle Corporation and/or its affiliates. Other names may be trademarks of their respective owners.
Release Notes This document describes the release of Oracle Policy Automation Connector for Siebel v10.2.1. It is divided into four sections: Release Overview, Upgrading from previous versions, Known Issues and Change History. Release Notes 2 Release Overview... 3 Oracle Policy Modeling 10.2 Supports Siebel Importer... 3 Benefit Plan working for Oracle Policy Automation 10.2 Runtime... 3 Oracle Policy Automation 10.2 Runtime... 3 Oracle Web Determinations Integration... 3 Name Value Pair Support... 4 Decision Report Viewer... 5 Upgrading from previous versions... 6 Upgrading from v10.1.1 or v10.1.2 to v10.2... 6 Upgrading from v10.1.0 to V10.2... 9 Upgrading from earlier versions to V10.2... 9 Known Issues... 10 Internet Explorer 6 Security Issues... 10 Incompatibility between Internet Explorer 6, Web Determinations and WebLogic.... 10 Web Determinations does not handle change point data... 10 Siebel 7.8.2.8 Required... 10 Change History... 11 Oracle Policy Automation Connector for Siebel 10.2.1... 11 Oracle Policy Automation Connector for Siebel 10.2.0... 11 Oracle Policy Automation Connector for Siebel 10.1.2... 11 Oracle Policy Automation Connector for Siebel 10.1.1... 11 Oracle Policy Automation Connector for Siebel v10.1... 11 Oracle Policy Automation Connector for Siebel v10.0... 12 Oracle Policy Automation Connector for Siebel v2.0... 12 Haley Determinations Connector for Oracle Siebel... 12 2
Release Overview Oracle Policy Modeling 10.2 Supports Siebel Importer Oracle Policy Modeling 10.2 now supports the Oracle Policy Modeling Siebel Connector Importer and can now be used to import mappings into Oracle Policy Modeling. See the OPA Connector for Siebel Installation Guide for information on how to install the Oracle Policy Modeling Siebel Connector importer. Benefit Plan working for Oracle Policy Automation 10.2 Runtime The example Benefits Plan rulebase has been updated to work with Oracle Policy Automation 10.2 Runtime. Documentation for the benefits plan example is now included at <install dir>\doc\opa Connector for Siebel Benefit Plan.pdf Oracle Policy Automation 10.2 Runtime This version of the Oracle Policy Automation Connector for Siebel works with Oracle Policy Automation 10.2 runtime. Rulebases must be built from Oracle Policy Modeling 10.2. Oracle Web Determinations Integration Oracle Policy Modeling allows business users to define interactive interviews that reach recommendations or decisions using business rules. These interviews can be deployed to Oracle Web Determinations, which is a web application with a configurable look and feel, and a comprehensive extensibility framework. OPA Connector for Siebel 10.2 can both pre-seed Oracle Web Determinations with Siebel data and update Siebel with a partial or completed session. This provides an alternative to using SmartScripts when a guided interview is desired. Web Determinations is ideal for pre-screening, either by an applicant or an agent on-behalf of an applicant, in a Siebel intake process. An embedded view is provided for integrating Web Determinations tightly into a Siebel process, within the Siebel user experience. Passing data from an internet-facing Web Determinations instance into Siebel for subsequent processing e.g. for citizen-self-screening scenarios is also fully supported. 3
Note: It is important to consider and implement security for your web applications. You should consider which users and under what circumstances they should be able to load, change and save sessions. Name Value Pair Support The use of Assessments is supported to easily extend the Siebel data model using existing Mapping views. Users define a field containing the Field Name and the field containing the corresponding Value. 4
Decision Report Viewer The option for displaying Decision Reports should be used when the case workers need access to the full audit of a decision. It allows you to view Decision Reports in a dedicated Siebel view with drilldown from existing business components, to give an audit of the decision. XML is parsed and stored in Siebel business components. 5
Upgrading from previous versions Oracle Policy Automation Connector for Siebel 10.2 uses the Oracle Policy Automation 10.2 runtimes. All rulebases used by previous versions of the connector must be upgraded using Oracle Policy Automation 10.2. For more information on this process see Upgrade a project and What's new in the Oracle Policy Modeling help. Upgrading from v10.1.1 or v10.1.2 to v10.2 If you are upgrading from an existing OPA Connector for Siebel 10.1.1 or 10.1.2 you should follow the procedure below. Note: There are no schema changes between OPA Connector for Siebel 10.1.1 and OPA Connector for Siebel 10.1.2. Step 1 - Uninstall the existing OPA Connector windows install. The windows installer for OPA Connector for Siebel only places files on your hard drive and does not affect Siebel or the OPA Connector for Siebel directly. Before installing OPA Connector for Siebel 10.2, it is highly recommended that you first uninstall your currently installed version as follows: 1. Go to Start Menu -> Control Panel -> Add or Remove Programs 2. Select Oracle Policy Automation Connector for Siebel 10.1 and click on the Remove button Step 2 - Install the new OPA Connector Refer to Step 1 - Run the installer in the OPA Connector for Siebel Installation Guide. Step 3 Upgrade Rulebases Use Oracle Policy Modeling to upgrade the rulebases used by the OPA Connector for Siebel. For more information on this process see Upgrade a project in the Oracle Policy Modeling help. Step 4 Deploy the new Siebel Determinations Server and Siebel Web Determinations web applications The web applications for.net and Java have both changed since 10.1 and need to be updated. You should deploy and test the appropriate web applications. The web applications can be found at <install dir>\determinations Server, and <install dir>\web Determinations. If you have made substantial changes to the web applications (by customizing the web templates for example) you should make sure that you keep a copy of that web application before replacing it with the new versions. The template files (.vm files) have changed for the 10.2 version of Web Determinations and any existing template customizations will have to be merged with the new templates in order to work properly in the new Web Determinations applications. 6
Step 5 Import the Sif Archive. 1. Open Siebel Tools and login to the Local datasource 2. In the Object Explorer, go to Projects and lock the following projects: - Policy Automation - Policy Automation Smoke Test - Policy Automation Workflows 3. Select the Tools->Import from Archive menu option 4. From the File dialog, open the file to <install_dir>/siebelobjects/pa-release.sif (if installing to Siebel 7.8 use <install_dir>/siebelobjects/7.8/pa-release.sif) 5. On the Import wizard, accept the default value of Merge for conflict resolution, then click on the Next button 6. On the Object Comparison screen, click on the Next button 7. On the Do you wish to proceed? dialog, click on the Yes button 8. On the Import wizard Summary screen, click on the Finish button. Step 6 - Compile Objects/Projects 1. Select the Tools->Compile Projects menu option 2. Select Locked projects 3. Select the Siebel repository file: <webclient_srf> 4. Click on Compile. Step 7 - Update existing Outbound Web Services If you have any existing Outbound Web Services for communicating with the Oracle Policy Automation Determinations Server, you will need to change the URL that these services refer to. From a Siebel Client 1. Go to Administration - Web Services Outbound Web Services 2. Do a query for the namespace 3. "*determinations*" to retrieve the determinations server outbound ports 4. For every Service Port, change the Address in the following way: The Address was: http://<ds-url>/soap/<rulebase name> and needs to be changed to: http://<ds-url>/assess/soap/generic/10.0/<rulebase name> 7
Example: for AdminSmoke test, if the 10.1 Address is: http://localhost:8888/siebel-determinations-server/soap/adminsmoketest the Address needs to be changed to: http://localhost:8888/siebel-determinations-server/assess/soap/generic/10.0/adminsmoketest 5. When all the Service Ports have been changed, click on the Clear Cache button. Once you have added the Connector components and before you finalize the installation, you need to copy the SRF to the <Siebel_dir>\Objects\Enu directory. For more information, see Step 10 Deploy new SRF to Siebel Server hosting the EAI Object Manager in the OPA Connector for Siebel Installation Guide. 8
Upgrading from v10.1.0 to V10.2 If you are upgrading from version 10.1.0 of the Siebel Connector you should follow the steps outlined above in Upgrading from v10.1.1 or v10.1.2 to v10.2. However, in addition you should apply the schema differences between 10.1.0 and 10.2 by doing the following step which must be performed after Step 6 - Compile Objects/Projects and before Step 7 - Update existing Outbound Web Services. Step 6a Apply Schema Changes To apply the schema changes to the server database, you will need to have your Siebel Database Administrator open the Enterprise Management console for the Oracle database being used to apply the database changes and apply a generated DDL file or apply the changes directly from Siebel Tools. 1. Open Siebel Tools and navigate to Tables in the Object Explorer 2. Query for S_PA_* as the table name or Table Policy Automation as the project name 3. Choose Generate DDL and give the generated file to your DBA (recommended) or 4. Choose Apply; the changes will be applied immediately 5. Select Current Query from the Tables dropdown 6. Input the database user and password with suitable privileges and optionally the location of the DDL file (Please consult Siebel Bookshelf if you require more information on applying schema changes) The tables are added to the Siebel default schema named 'SIEBEL'. If your Siebel database uses a different schema, then make the appropriate changes to the DDL prior to execution. Upgrading from earlier versions to V10.2 If you currently have v2.0 or later of the OPA Connector for Siebel installed, a side-by-side installation of this version is not possible, and you must upgrade your existing connector. If you have existing mappings in a previous version of the Connector, please export them from Policy Automation Administration Mappings view before changing the SRF and copy them to the <install_dir>\upgrade\ location. Upgrading the Connector from v2.0 to v10.2 involves a schema change and updates to repository objects, LOV s and web service definitions. These changes should be done on a Siebel client and tested prior to applying to a production Siebel server. Upgrading the connector from v10.0 to v10.2 involves updates to repository objects, deploying of the Siebel specific Determinations Server and importing the benefit plan configuration. Follow the standard installation, ensuring you delete any existing workflow Then follow the steps in the topic Upgrade the Connector in the Oracle Policy Automation Connector for Siebel Installation Guide. 9
Known Issues Internet Explorer 6 Security Issues When running Web Determinations in an IFrame, users accessing Siebel may need to set the server that siebel-wd-embedded is running from as a trusted site. This issue is known to affect Internet Explorer 6 only; Internet Explorer versions 7 or greater should work correctly. If you are using Internet Explorer 6 and Siebel to view Web Determinations running embedded in Siebel and see the following error: "An interactive session is required to perform this action. You may see this message because your session has expired, or because cookies has been disabled in your web browser, or because you are following a link or bookmark to an expired session in progress." It can be fixed by adding the server that web determinations is running on as a Trusted Site. To do this. 1. Go to Tools - Internet Options, Security tab. 2. For the zone, select "Trusted Sites" 3. Click on the Sites button and add the server that Web Determinations is running on as a Trusted Site. Incompatibility between Internet Explorer 6, Web Determinations and WebLogic. If you are planning on using the Siebel Client with Internet Explorer version 6, you should not use Oracle WebLogic as an application server. This is because Web Determinations will not work correctly when accessed in Oracle WebLogic from Internet Explorer 6; Internet Explorer versions 7 or greater should work correctly. Web Determinations does not handle change point data Web Determinations is not compatible with Siebel data using a change history. Mappings designed for use with Web Determinations should not choose Use Change History for attributes. Siebel 7.8.2.8 Required In order to run Oracle Policy Automation Connector for Siebel on Siebel version 7.8.2.8 the Siebel server and Siebel Web Server Extensions must be patched to version 7.8.2.8 or later. 10
Change History Oracle Policy Automation Connector for Siebel 10.2.1 April 2011 Oracle Policy Modeling 10.2 now supports the Oracle Policy Modeling Siebel Connector importer. The example Benefits Plan rulebase has been updated to work with the Oracle Policy Automation 10.2 Runtime. Oracle Policy Automation Connector for Siebel 10.2.0 January 2011 Siebel connector now uses Oracle Policy Automation 10.2 runtime (Determinations Server and Web Determinations). Fixed an error in the creation dates of Sessions and Decision Reports where dates were not being formatted correctly. Oracle Policy Automation Connector for Siebel 10.1.2 1 st October 2010 Fixed a crash when clicking on the Validate in the Web Client and then logging out. Fixed an error where OPA Connector would sometimes reference an inactive repository when the Siebel server had multiple repositories. Fixed an error where Siebel would pre-emptively garbage collect Business Component references while they were still being used under load. Oracle Policy Automation Connector for Siebel 10.1.1 5 th August 2010 Empty relationships supported, improved ABO support for Determinations Server. Oracle Policy Automation Connector for Siebel v10.1 6 th May 2010 Oracle Web Determinations integration, Oracle Policy Modeling import of Siebel Metadata, Name Value Pair support, Decision Report viewer, support for Siebel 7.8. 11
Oracle Policy Automation Connector for Siebel v10.0 1 st Dec 2009 Support Siebel Active Business Objects, Exposing of 10.0 Oracle Determinations Server features (Inferred relationships, reasoning with time granularity) Oracle Policy Automation Connector for Siebel v2.0 30 th June 2009 Cross-platform support, Siebel UI for data mappings and use of Integration Objects Haley Determinations Connector for Oracle Siebel 28 th October 2008 The first release of the Siebel to Determinations Server which coincided with the release of Haley Office Rules 2008 SP1 (v9.4.1). 12