Module 50 Data Maps

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    Siebel 8.0 Essentials

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    Module 48: Data Maps

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    Module Objectives

    To construct a strategy to import,export,update,delete and mergedata to/from siebel base tables

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    Data Mapping

    Is the first step in using EIM to import external data

    Determines:1. Which Siebel base table columns will store external source data

    2. Which interface (EIM) table columns will be used to import from source to

    destination

    External Source Data

    Interface Table

    Base Table

    Map the source data withbase table columns

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    Source Data

    External source data should be analyzed

    Decide which attributes to store

    Determine which entity the collection of attributes represents

    Analyze relationships between entities

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    Siebel Destination

    Analyze Siebel destination tables and columns

    Start with UI layer and work down to business layer Use Siebel Tools to view tables and columns, business components (BCs),

    and relationships

    Steps to identify and test destination tables and columns

    1. Determine Destination Applet

    2. Identify BC Fields3. Map BC Field to Database Column

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    Data Maps

    1. Determine Destination Applet

    Use the Siebel client to identify applets and controls where external data

    is to be displayed

    Determine applet and business component names

    Example: Verify mapping for Site field of an account

    Data to appear in SIS Account List Applet Applet Name

    BC Name

    Destination Applet

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    2. Identify BC Fields

    List column properties should be examined to know the business

    component field that is mapped to it

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    3. Map BC Field to Database Column

    Business Component should be examined to know the table and

    column properties of the field

    A base table is the destination table in the Siebel database for your data

    import

    Table and column

    properties of the field to

    which it is mapped to

    BC field that is

    being mapped to

    Business component

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    Map Source to Siebel Destination

    Specify the source mapping to the Siebel destination

    Identify business component mapped to external entity

    Determine Siebel base tables and columns that will store source attributes

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    Document Mappings

    Mappings between source attributes and base columns and tables is

    documented for a common understanding by everybody

    EIM and configuration tasks are often performed by different people

    Can reduce need to re-do tasks if team members leave the project

    Source Entity Source

    Attribute

    EIM Table EIM

    Column

    Base Table Base Column

    Customer Name S_ORG_EXT NAME

    Customer Phone S_ORG_EXT MAIN_PH_NUM

    Address S_ORG_EXT ADDR

    Site S_ORG_EXT LOC

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    Determine Interface Tables

    Determine and document EIM-to-base table mappings once source-

    to-base mappings are confirmed

    An interface table may populate more than one base table

    A base table may be populated by more than one interface table

    EIM_ACCOUNT S_ORG_EXT

    S_ADDR_ORGEIM_ADDR_ORG

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    Locate EIM Tables

    Locate candidate EIM tables using Siebel Tools Example: Locate EIM tables that populate S_ORG_EXT

    Determine and document EIM-to-base table mappings once source-to-basemappings are confirmed

    An interface table may populate more than one base table

    A base table may be populated by more than one interface table

    Query for finding EIM tables

    to populate S_ORG_EXT

    Result showing EIM tables that

    populate the S_ORG_EXT

    Destination table

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    Interface Table Documentation

    Mappings from interface tables to base tables are documented by:

    EIM Interface Table report available in Siebel Tools

    EIM Table Mapping objects

    Less convenient than using report

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    Interface Table Documentation

    Determine and document EIM-to-base table mappings once source-

    to-base mappings are confirmed

    An interface table may populate more than one base table

    A base table may be populated by more than one interface table

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    Select EIM Table

    Select the EIM table that best maps to the target base tables and

    columns

    Pick the EIM table that maps the most columns that you need to migrate

    Example: EIM_ACCOUNT can be used to map Account-related

    Position data because it maps to the intersection table

    S_ACCNT_POSTN

    S_ACCNT_POSTN

    columns mapped

    by EIM_ACCOUNT

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    Determine EIM Columns

    Determine EIM columns that populate target base columns

    Determine other EIM required columns to populate the target base table

    Other columns may be required based on required fields in the base table

    Alternative Way todetermine the EIM

    columns

    EIM ColumnBase Column

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    Determine Base Required Columns

    Determine required base table columns that do not have defaults

    (EIM does not recognize non-system default values)

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    Mapping Considerations

    Understand how to enter organization data

    Fill in _BU column with name of the organization

    Leave _BI column blank Populated with foreign key during import processing

    Understand additional columns that must be populated for party business

    components

    Use EIM Interface Table report to identify these

    Examples: PARTY_UID

    Gets populated with the value specified in the EIM table for this column

    May have a calculated value with logic

    PARTY_TYPE_CD

    Indicates the type of party data that is being imported

    Can have values Person, Organization, Position, UserList or AccessGroup, Household

    ROOT_PARTY_FLG Supports performance for Oracle

    Set to 'Y' for top-level Positions, Organizations and Access Groups

    Set to 'N for other party subtypes

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    Mapping Considerations

    Be aware of access control and data visibility issues

    Set access control by: Importing ownership information, or

    Using assignment manager

    If ownership is not set or is set incorrectly, data visibility will be incorrect

    Example: Import product information to Siebel database Product visibility is determined by organization

    Map product and ownership information to EIM_PROD_INT (Product

    interface table)

    Be sure to map from EIM_PROD_INT to both S_PROD_INT (Internal

    product base table) and S_PROD_INT_BU (Product/BU intersection

    table)

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    Module Highlights

    Data mapping specifies:

    Which base tables and columns will hold external data Which interface tables and columns will be used by EIM during data

    movement

    Steps to create data mappings for EIM:

    Map external entities to Siebel business-layer objects

    Use the Siebel Web Client to identify and verify mapping of external

    attributes to BC fields Select the interface table used by the mapping

    Use Siebel Tools EIM Interface Table report to perform column-to

    column mappings between interface tables and base tables

    Map all external attributes of interest plus required non-system columns

    Data mappings should be clearly documented

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    Data Maps

    Lab

    In this lab you will:

    Create datamaps to import Products into Siebel database