[...]BI Publisher, the report generating tool for Siebel CRM « Crm « Blogging About Oracle Applications[...]…

[...]BI Publisher, the report generating tool for Siebel CRM « Crm « Blogging About Oracle Applications[...]…

thanks for the very interesting article.
I’m curious to know if you were able to deactivate the automatic document download pop-up in your UCM integration solution. I’ve seen that the SWE Attachment Manager is called to open the file but I haven’t found any info on this service yet.

Thanks,
Alex

What happens if you load the XML data in BI Publisher Desktop and try to run a Preview (Preview > PDF or any other format from the BIP Desktop Add-In menu)?

If you do get data in your Preview, but not from the application, make sure that your Integration Object matches the XML you use to generate previews.

Best regards,
Rick

I designed a BIP report in RTF template and used XSL template to display recursive data. Like below:

Template Recursive
For Each Xa Attribute Value Next Xa
For Each Child Quote Item
Call Template
Next Child
End Template

For Top Level Quote Item
Call Template
Next Top Level Quote Item

It works fine from rtf but when configuring in Siebel CRM, it always gives blank data.

Thanks for your reply. The approach is a bit different than you described. Actually, we set up UCM in such a way that the Case Number is added as a metadata field in UCM. When viewing the documents of a case, we make UCM retrieve all the files with the selected case number. All files are in the same folderr however.

Oracle Service Bus was used to catch reports coming back from BI. Normally, these files would only be stored in the Siebel file system. In our case, the documents are routed to both the Siebel File System and UCM. At the end of each day, all files are cleared from the Siebel File System, as UCM is the real document management system.

If you have any further questions, please feel free to contact me.

Regards,
Rick

Within which you highlighted that UCM can be used to provide a more robust approach to structuring reports with Cases.

As I understand it Siebel creates a folder location in UCM on creation of a case, and with the native UCM interface displayed in place of Case attachments view… all documents added to a case and stored in UCM are automatically associated, through the UCM folder, to the case.

How was the Oracle Service bus used to provide the naming of the case reference into the document?

Thanks
Mike