Excel Upload
Requirement:
Load data into Siebel Application from
a CSV file.
Solution:
Following are some of the possible
approaches for uploading the data from CSV file into Siebel application.
·
Import Object
·
Business Service (Vanilla)
·
Business Service (Custom)
·
COM
Implementation:
·
Import Object:
Using Import option, End user can
import the data by selecting Import menu option and inputting the data in the
form of Text, CSV or any other format.
Limitations:
1. Import
Objects should only be defined on the BCs which are Primary BCs of the BO.
2. Import
Objects will be active for a list applet only.
3. We
cannot configure Imports for Child BCs in a BO.
4. “Import”
menu item is present on all the list applets, but active on only those which
satisfies above condition.
5. Specify
all the required fields in the “Import Object” (tools) and in the source file
as well. If required data is not loaded, it will be error out, saying required
input missing.
Development:
1) Make
sure BC using for Import is Primary BC of the BO. If not modify accordingly or
i)
Create a New BO and add the
identified BC as Primary BC
ii)
Create View and List Applet
based on the BO and BC created in Step (i).
2)
Navigate
to ‘Import Object’ in Siebel Tools. Create a new record for an Import Object.
Specify the BC name and Project. If pre-defined mapping is required then add
Import field, Import Key Field, Import Source (these are Child Objects for
Import Object).
3)
Compile the
changes and launch the client. Navigate to the view. Click on the Menu-Item of
the list applet; you can see the ‘Import’
as active.
4) Prepare the data file for load. For example, if
it is a CSV file or TXT file.
5)
Click on Import,
browse the input file with input format as Comma Separated Text file and input
source as Auto Mapping. If you want to select pre define mapping, respective
Mapping should be created for Import Object in Tools.
6)
Check the
Siebel field mappings with the import file field mappings, if incorrect, you
can remap them here.
'Auto
Mapping' in Client-side Import functionality uses Applet settings rather than
Import Object settings.
The
followings are the difference between 'Auto Mapping' and 'Predefined Mapping'.
(1) To use
client-side Import with 'Auto Mapping', you only need to add one 'Import
Object' record in Siebel Tools. You don't need to create any child records such
as 'Import Field' or 'Import Source'.
(2) The
fields listed in 'Siebel Field' list box are list columns defined in
[Applet]->[List]->[List Column] in Siebel Tools for the applet the
client-side Import is invoked.
(3) The
field names in 'Siebel Field' list box are based on the following rule:
- If the field is displayed on the applet, the field name is from 'Display
Name' for the list column in Siebel Tools
- If the field is not displayed on the applet, the field name is from 'Field'
field value for the list column in Siebel Tools.
(4) If
fields in the import file header and fields in the 'Siebel Field' list box are
the same, the fields are automatically mapped and displayed in 'Field Mappings'
list box. Other fields need to be manually mapped by using 'Update Mapping'
button.
7)
After the
Load finishes, View Logs to see the imports and reject status.
·
Business Service (Vanilla) :
Using Read CSV File and EAI Siebel Adapter Business Services we can
build a generic Work flow for importing the data.
Limitations:
·
This approach requires Integration
Objects to be developed for all the entities where Import feature is required.
·
Read CSV File can only work on
a single integration component at a time. Importing parent-child data and
assigning a primary is a 3 step process: Import parent. Import child. Set
primary flag at parent.
Development:
1)
Prepare the input CSV file in
the required format
Line 1: Integration Object Name
Line 2: "Integration Component
Name. Column Name1", Integration Component Name. Column Name2 and so on
Line 3: data 1
Line n: data n
1)
Pass the CSV file to the Work
flow. Following is the illustration of the Sample Workflow built using the
“Read CSV File” and “EAI Siebel adapter” Business Services.
Note: While Performing the Upsert Operation using EAI
Siebel Adapter Business Service Send the Inputs argument “ObjectLevelTransactions” as true along with the Siebel
Message. With this EAI Siebel adapter will treat
each single object in the Siebel Message as a transaction.
It
will also return the status object which we can parse in order to find out
whether there were any problematic records. They will have an accompanying Error
Message property with the error message received during the operation.
Currently
there are two standard workflow processes that use the Read CSV File business
service
- Import Marketing Contact
- Import KPIs
2) Results
·
Business Service (Custom):
Custom
Business Service can be created for reading the CSV file Field data. Following
is the sample code snippet for reading field data from CSV file.
if(MethodName=="ImportCSVData")
{
var
ofile=Clib.fopen("D:\\test.csv", "rt");
if (ofile==null)
TheApplication().RaiseErrorText("Error
in opening the file");
else
{
var line;
var i=0;
while (null!=(line=Clib.fgets(ofile)))
{
var array=new Array();
array=line.split(",");
var a0=array[0];
var a1= array[1]
}//while
}//else
return(Cancel
Operation);
}
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