Analytics: Application Developer (Siebel 7.

7)

Module 14: Using Siebel

Delivers
Module Objectives

 After completing this module you will be able to:

 Configure delivery devices
 Add delivery profiles
 Build Analytics alerts
 Create iBots
 Configure the Analytics Scheduler

 Why you need to know:

 Delivers can make Analytics work for you automatically

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Siebel Delivers

Delivery Devices

Delivery Profiles

Analytics Alerts

iBots

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Delivery Devices
 Analytics content can be delivered to a variety of devices:
 Web Browser
 Email
 Pager
 Digital Cell Phone
 Wireless PDA
 Any other device capable of handling standards-based
communication

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Delivery Profiles
 Determine which device receives content
 Examples:
 Office profile that delivers content to Web Browser and office email
 On The Road profile that delivers content to pager or PDA,
depending on priority

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Siebel Analytics Alerts

 Are triggered when conditions configured in iBots are met
 If an Alert is generated, the Alerts! link will appear at the top of
the Intelligence Dashboard page
 Specific Alerts section can be added to any Dashboard page
 An Alerts section will appear automatically on the first page of
My Dashboard

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iBots
 Are the engine that executes the Requests and generates the
response to the right person and devices
 Have the following elements:
 Priority and visibility
 Conditional Request
 Schedule
 Recipients
 Delivery Content
 Destination
 Can also execute scripts and Siebel Workflow

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Configure an iBot

1. Configure the General tab

2. Configure the Conditional Request tab

3. Configure the Schedule tab

4. Configure the Recipients tab

5. Configure the Delivery Content tab

6. Configure the Destinations tab

7. Configure the Advanced tab (if necessary)

8. Save the iBot

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1. Configure the General Tab

 Three settings to configure:
 Priority: High, Normal, Low
 Data Visibility: Personalized or Not personalized
 Run as: If you select Not personalized, you can specify the user ID
to run the data as

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2. Configure the Conditional Request Tab

 Select which request triggers the iBot
 The iBot is considered triggered if the request returns one or more
rows

Click to add
request

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3. Configure the Schedule Tab

 Three parts to an iBot schedule:
 Start date and time
 Recurrence
 End date and time
 Time reference is for the Siebel
Analytics Scheduler server, not
the local machine
Start

Recurrence

End

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Analytics Scheduler
 Is the engine behind the iBots
 Supports two types of jobs:
 Unscripted jobs, called iBots, that you set up and submit using
Siebel Delivers.
 Scripted jobs that you set up and submit using the Job Manager
feature of Siebel Analytics Administration Tool

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4. Configure the Recipients Tab

 Recipients
 Yourself (not required)
 Others
 Subscription Options
 Select whether or not to publish iBot and who subscribes to
published iBot

Recipients can be
determined conditionally by
the results of a request

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5. Configure the Delivery Content Tab

 Select which request is
delivered
 Does not have to be the
Conditional request that
triggered the iBot
 Type in a headline
 Keep these short
for emails
 Select message format
 Add additional message
content as necessary

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6. Configure the Destinations Tab

 Destinations
 Dashboard
 Delivery Profile
 Devices
 Selecting devices here will override the user’s delivery profile

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6. Configure the Destinations Tab Continued

 Services
 Siebel Administrators can create Analytics Server cache for
individual users
 Cache seeding operation allows administrators to run requests on
Dashboard pages or those stored in the Web Catalog, and create
an Analytics Server cache
 Cache seeding speeds up response time for users when they
actually run the requests on the Dashboards
 If data already exists in the cache for a given query, the data is
deleted and refreshed when the iBot runs

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7. Configure the Advanced Tab (if necessary)

 Specify one or more actions to execute when this iBot
completes
 Another iBot (often referred to as iBot chaining)
 Custom Script
 Siebel Workflow

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Scripted Jobs
 Analytics Scheduler supports two scripting languages:
 VBScript
 JavaScript
 Example:
 Take the Siebel Analytics Server usage statistics that are logged
in a file and periodically load them into a back-end database. The
script defines the actions to be performed and when the actions
should be executed.

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Adding Scripted Jobs

 Select Jobs > Add new job to add a scripted job

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Using iBots to Trigger Workflows

 Siebel Delivers supports native integration with Siebel Workflow
 Workflow tasks must already be set up in the Siebel eBusiness
applications
 Two parts to setting up iBots to trigger Workflow
 Configure the Siebel Enterprise Server to have Workflow work with
Analytics
 Create the Workflow trigger inside an iBot
 You can pass Name and Value pairs to the Siebel Workflow by
entering them in the Static Properties section

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8. Save the iBot

 Click the Save button
 Name the iBot
 Click OK

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Summary

 This module showed you how to:

 Configure delivery devices
 Add delivery profiles
 Build Analytics alerts
 Create iBots
 Configure the Analytics Scheduler

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Lab
 In the lab you will:
 Configure Scheduler tables
 Configure the Analytics Scheduler
 Create iBots
 Chain iBots

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