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Oracle Customer Hub (UCM) 8.2 – List Import
Oracle MDM Product Management
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Copyright © 2006, Oracle. All rights reserved.
Purpose:
This document provides an overview of features and enhancements included in the Higher Education Constituent Hub
(HECH ) for Oracle Customer Hub 8.1.1. It is intended solely to help you assess the business benefits of upgrading your
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Projects.
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Copyright © 2006, Oracle. All rights reserved.
Agenda
• Introduction
•
•
•
•
4
End to End UCM Batch Flow using List Import
List Import Configuration
Demo – Use case 1
Demo – Use case 2
© 2008 Oracle Corporation – Proprietary and Confidential
List Import - New Functionality
•
Empower Business Users to bulk load data into the Hub
•
Full configurability due to Metadata driven approach
•
Ability to Pre-define Templates, schedule jobs, monitor status
•
Flat Files and XML can be uploaded
•
Monitor/Fix the batch loads like any manually loaded job
•
Incomplete View for Error Resolution
•
•
New view to fix incomplete transactions
List Import available as a Web Service
•
Automate batch loads using Web Service
© 2008 Oracle Corporation – Proprietary and Confidential
End to End UCM Batch Flow using List Import
Load the Batch
data in a Queue
(xml)
Load the Data from a
flat file using List
Import Utility
Load the Data from an
xml file using List
Import Utility
Batch Data is loaded
to corresponding
EIM Tables
Load the data from
EIM Tables to SDH
Tables
Run Batch Data
Management WF.UCM
Services for Cleansing,
Matching and Survivorship
are called internally
Best Version record is
stored in the base
table
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Data Steward to
manually correct the
unprocessed records
in the SDH Table
from Siebel UI
Best Version data is
published to the
Subscribing systems
© 2008 Oracle Corporation – Proprietary and Confidential
Executing List Import
• Import View Available under UCM-> Administration Universal
Customer Master screen
• The Import is a two step process:
•
Use the Utility to load the data into UCM SDH Tables.
• Run the UCM BDM batch WF that calls existing UCM services for data
cleansing, data matching and survivorship to load the data to UCM Base
Tables.
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© 2008 Oracle Corporation – Proprietary and Confidential
Configure List Import
• Enable Validation Process within List Import.
• Enable Launching UCM Batch Process (BDM)
within List Import.
• Configure Additional Import Field Mapping.
• Configure Additional Child Objects for Import.
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Enable Validation Process
• The Validation Process operates on records
already imported into SDH tables; it checks if any
required fields specified in the Import Mapping are
missing in the imported records.
• Any record that fails the validation process will have
its UCM Type Code changed from ‘Batch’ to
‘Incomplete’, and the validation status is inserted in
the Error Message field.
• To Enable Validation Process within List Import:
• In System Preferences, set:
Name => UCM Import: Enable Validation
Value => True
© 2008 Oracle Corporation – Proprietary and Confidential
Enable Launching BDM Process
• The UCM Batch Process (BDM) is an existing
process to move records from staging SDH to base
tables. it can be initiated as a server task outside of
List Import utility.
• To launch BDM process automatically within List
Import after records are imported into SDH tables:
• In “UCM List Import Service” Business Service User
Prop, specify the workflow name to be used. For
example: UCM Batch Process.
• Specify the default values in WF Process Prop; List
Import will invoked the BDM process as a workflow so it
will take the default values from WF Process Prop.
• In System Preferences, set:
UCM Import: Enable Launch BDM => True
© 2008 Oracle Corporation – Proprietary and Confidential
Configure Import Field Mapping
• For this release, we support import Account and Contact
as parent objects. The import field mapping is specified in
the Business Component User Prop for Account and
Contact SDH Buscomp.
• The import field mapping for child objects are also
included in the parent SDH Business Component User
Prop.
• To configure additional import field mapping:
• Create a new user prop in Account or Contact SDH Business
Component with the following format:
Name => Map:[Object].[Field]
Value => [SDH Business Component Name].[Business
Component Field name]
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Configure Child Object for Import – Cont.
• To configure additional child objects for import:
• Select the child SDH business component that you want to
import. For this example: UCM Contact Privacy Source
Data and History.
• In the child SDH buscomp, add the Business Component
User Prop: “Parent SDH Id Field Name”. The value is the
field that contains its parent SDH id. For this example:
“Contact SDH Id“.
• In the parent SDH buscomp, add the additional field
mapping for the child object. For example:
Name: Map:Privacy.Do Not Call Flag
Value: UCM Contact Privacy Source Data and
History. FTC Do Not Call Flag
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Configure Child Object for Import Contd..
• For this release, we support import a parent
Account along with its child Contacts and
Addresses; we also support import a parent Contact
along with its child Accounts and Addresses.
• To import multiple child records per parent record,
for example importing a Contact with multiple
Addresses, we need to use XML file format. In text
file format, we can only specify a single Address per
line (per Contact record).
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Demo – Scenario 1
• Scenario 1 – Create a New Import Job to Import
Accounts
•
•
•
•
•
•
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Step 1: Review the file to be imported
Step 2: Create an Import Job
Step 3: Create Import mapping
Step 4: Run the Import Job
Step 5: Review job status
Step 6: Verify the records in the SDH and base table
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Demo – Scenario 2
• Scenario 2 – Reviewing and Correcting the records from
Incomplete Transactions View
• Step 1: Review the file to be imported ( Delete the Account Name
from one of the records)
• Step 2: Create a new Import Job
• Step 3: Use the mapping created in Scenario 1
• Step 4: Run the Import Job
• Step 5: Review job status
• Step 6: Review Incomplete Transactions
• Step 7: Correct Incomplete Transactions
• Step 8: Run BDM Workflow from the UI
• Step 9: Verify the records in the base table
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© 2008 Oracle Corporation – Proprietary and Confidential
Additional Resources
• CDI Kiks Page
https://kix.oraclecorp.com/KIX/display.php?labelId=3548&articleId=46757
• MDM web site:
http://my.oracle.com/portal/page/myo/CRM/Master%20Data%20Management
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• http://www.oracle.com/education/index.html
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• http://www.oracle.com/support/
• For Metalink Information:
• http://metalink.oracle.com/
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Thank You
Narayanarao Machiraju, Principal Product Manager
[email protected]
Copyright © 2006, Oracle. All rights reserved.