eClient 101 Customization and Integration

374 eClient 101 Customization and Integration

15.5 Setting up Content Manager and EIP

The goal of the Siebel and eClient integration is to use Siebel application to

manage the business process, and use Content Manager to manage service

request attachment files for Siebel. To manage unstructured data for Siebel, we

must have the infrastructure in Content Manager and EIP server.

In this section, we create an item type in Content Manager to hold Siebel service

request attachment files. Since the Siebel integration only works with EIP

federated server, you must also create a federated entity and a federated search

template in EIP.

15.5.1 Creating attributes in Content Manager

In this section, we create two Content Manager attributes that have the same

properties as the fields SR Number and Contact Last Name defined in Siebel. In

addition, we create the third attribute to present the service request document

sequence number.

1. Log on to Content Manager system administration client by selecting Start ->

Programs -> IBM Content Manager for Multiplatforms V8.2 -> System

Administration Client.

2. In the Navigation pane on the left, select Content Manager -> ICMNLSDB ->

Data Modeling -> Attributes.

3. Right-click Attributes, and select New to create the first field.

Set the values for the fields found in Table 15-29. See Figure 15-5 on

page 375.

Table 15-29 Define attribute Sea_SR_Num

Field Value

Name Sea_SR_Num

Display name Service Request Number

Attribute type Variable character

Character type Extended alphanumeric

Minimum 1

Maximum 64

Chapter 15. Siebel Integration 375

Figure 15-5 Define attribute in Content Manager

4. Click OK to save the attribute.

5. Right-click Attributes, and select New to create the second field.

Set the values for the fields found in Table 15-30.

Table 15-30 Define attribute Sea_LastName

6. Click OK to save the attribute.

7. Right-click Attributes, and select New to create one more field.

Set the values for the fields found in Table 15-31 on page 376.

Field Value

Name Sea_LastName

Display name Last Name

Attribute type Variable character

Character type Extended alphanumeric

Minimum 1

Maximum 50

376 eClient 101 Customization and Integration

Table 15-31 Define attribute Sea_SR__Doc_Num

8. Click OK to save the attribute.

15.5.2 Creating item type in Content Manager

In this section, we create an item type in Content Manager system administration

client. This item type is used to hold unstructured data (service request

attachment) for Siebel application.

1. Log on to Content Manager system administration client by selecting Start ->

Programs -> IBM Content Manager for Multiplatforms V8.2 -> System

Administration Client.

2. In the Navigation pane on the left, select Content Manager -> ICMNLSDB ->

Data Modeling -> Item Types.

3. Right-click Item Types, and select New.

4. On the Definition tab, set the values for the fields found in Table 15-32. See

Figure 15-6 on page 377.

Table 15-32 Define item type - Definition

Field Value

Name Sea_SR__Doc_Num

Display name Service Request Document Sequence

Number

Attribute type Short integer

Minimum 0

Maximum 32767

Field Value

Name Sea_SR

Display name Siebel Service Request Attachment

New version policy Never create

Item type classification Document

Text Searc h Fals e

Chapter 15. Siebel Integration 377

Figure 15-6 Define item type Sea_SR

5. On the Attributes window, set the values for the fields found in Table 15-33.

Table 15-33 Define item type - Attributes

6. On the Document Management window, set the values for the fields found in

Table 15-34.

Table 15-34 Define item type - Document Management

Attribute Required

Sea_SR_Num True

Sea_LastName False

Sea_SR_Doc_Num False

Part type Access control

list

RMDB/Collection Version

ICMBASE PublicReadACL take default Never create