Lead	  to	  order	  integra,on	   of	  CRM	  on	  demand	  and	   Oracle	  E-­‐Business	  Suite	          Norman	  Weaver	...
Agenda	  •  About	  Dataweave	  •  About	  the	  Project	  •  E-­‐Bus	  Suite	  AIA	  PIP	  integraAon	  with	  CRM	  On	 ...
IntroducAon	  to	  Dataweave	  •  Oracle	  Database	  Services:	  Performance	  Tuning,	  High	     Availability	  SoluAon...
Project	  Background	  •  Business	  need	  	      –  Oracle	  E-­‐Business	  suite	      –  CRM	  On	  Demand	      –  In...
Project	  Approach	  •    OBA	  Method	  •    Development	  •    User	  Acceptance	  TesAng	  •    ProducAon	  •    GO-­‐L...
Dataweave	  SOA/OBA	  Method	       •    SOA	  Strategy	  	       •    SOA	  Method	       •    SOA	  Architecture	       ...
Technology	  •    E-­‐Business	  Suite	  •    Database	  •    SOA	  Suite	  •    ApplicaAon	  IntegraAon	  Architecture	  ...
High	  Level	  Infrastructure	                                  Oracle E-Business and CRMOD PROD/UAT/DEV/CRP Infrastructur...
ApplicaAon	  Map	                                                         Oracle CRM on Demand and EBS Integration PRD/DEV...
Development	  •  Install	  PIP	  SOA	  server	  	  •  Request	  via	  SR	  to	  Oracle	  Support	  to	  grant	     privile...
User	  Acceptance	  TesAng	  	  •  Test	  standard	  E-­‐business	  Suite	  Financials	     funcAonality	  •  Test	  each	...
IntegraAon	  Required	  •  IntegraAon	  between	  Oracle	  E-­‐Business	  Suite	  and	     Oracle	  CRM	  On	  Demand	  us...
Plaaorm	  Choice	  •  Unified	  Method	  •  Pre-­‐built	  architecture	  •  Comprehensive	  integraAon	     –  Pre-­‐built	...
Oracle	  Unified	  Method	  SOA	               The most comprehensive Oracle applications & technology content under one roof
Oracle	  Applica,on	  Integra,on	             Architecture	               The most comprehensive Oracle applications & tec...
A	  Comprehensive	  IntegraAon	                     The	  Business	  Value	  of	  Prebuilt	  IntegraAon	  Advanced	       ...
A	  Comprehensive	  IntegraAon	  	             Delivers	  True	  End-­‐to-­‐End	  Process	  Support	                      ...
SOA	  and	  EBS	  R12	  •  IntegraAon	  Repository	  •  Integrated	  SOA	  Gateway	      –  Publishing	  a	  PL/SQL	  Pack...
R12	  IntegraAon	  Repository	              The most comprehensive Oracle applications & technology content under one roof
R12	  Publish	  PL/SQL	  Package	  as	  Web	  Service	                          The most comprehensive Oracle applications...
R12	  Published	  Web	  Service	  Security	                    The most comprehensive Oracle applications & technology con...
Oracle	  SOA	  Apps	  Adapter	  Applica,on	  Context:	      –  OperaAng	  Unit	  /	  OrganizaAon	  ID,	  Username,	       ...
Business	  Process	  OrchestraAon	  •  Opportunity/Quote	  IntegraAon	  Flow	  –CRM	     OD	  to	  EBS	  •  Customer/Accou...
High	  Level	  Business	  Process	  OrchestraAon	  -­‐	  Hosted by Oracle                              CRMOD	  to	  EBS	  ...
High	  Level	  Business	  Process	  OrchestraAon	  –	                      EBS	  to	  CRMOD	   Deployed On Premise @ Custo...
Product	  IntegraAon	  Flow	  –	  EBS	  to	  CRM	  OD	                          The most comprehensive Oracle applications...
Lead	  to	  Order	  Business	  Process	                   The most comprehensive Oracle applications & technology content ...
Opportunity/Quote	  IntegraAon	  Flow	  –          CRM	  OD	  to	  EBS	        Create	      opportunity	                  ...
Customer/Accounts	  IntegraAon	  Flow	  -­‐	         CRM	  OD	  to/from	  EBS	      Create	                               ...
User	  Interface	  IntegraAon	  -­‐	  CRMOD	      Opportunity-­‐Quote	  Applet	                    The most comprehensive ...
User	  Interface	  IntegraAon	  -­‐	  EBS	  R12.1.1	                Quote	  Drill	  Down	                        The most ...
Overview	  of	  SOA	  IntegraAon	  with	  EBS	  -­‐	                     Outbound	                         The most compre...
Obstacles	  overcome	  •  InstallaAon	  •  DocumentaAon	  •  CRMOD	  upgrade	  •  Further	  data	  required	  in	  the	   ...
Lessons	  Learned	  •    DocumentaAon	  •    TesAng	  •    Phased	  Methodical	  Approach	  •    Keep	  to	  the	  plan	  ...
Summary	  •    Plan,	  document	  and	  test	  •    Manage	  a	  cerAfied	  plaaorm	  •    Use	  a	  framework	  •    Build...
Contact	  •    www.Dataweave.com.au	  •    Dataweave	  1300	  56	  88	  44	  •    NWeaver@dataweave.com.au	  •    MBaggo4@...
Any	  QuesAons?	       The most comprehensive Oracle applications & technology content under one roof
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Developer & Fusion Middleware 2 _ Michael Baggott _ Lead to order integration of CRM on emand and Oracle E-Business Suite.pdf

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Developer & Fusion Middleware 2 _ Michael Baggott _ Lead to order integration of CRM on emand and Oracle E-Business Suite.pdf

  1. 1. Lead  to  order  integra,on   of  CRM  on  demand  and   Oracle  E-­‐Business  Suite   Norman  Weaver     And  Michael  Baggo4   The most comprehensive Oracle applications & technology content under one roof
  2. 2. Agenda  •  About  Dataweave  •  About  the  Project  •  E-­‐Bus  Suite  AIA  PIP  integraAon  with  CRM  On  Demand   –  Project  Background   –  Approach   –  Methods   –  Technology   –  IntegraAon   –  Lessons  learned  •  Summary  •  QuesAons   The most comprehensive Oracle applications & technology content under one roof
  3. 3. IntroducAon  to  Dataweave  •  Oracle  Database  Services:  Performance  Tuning,  High   Availability  SoluAons,  Remote  DBA  Managed  Service  •  Oracle  SOA  Solu,ons:  ApplicaAons  IntegraAon,  Business   Process  AutomaAon  using  Oracle  SOA  Suite  •  Oracle  E-­‐Business  Suite:  Consultancy,  upgrades,   ImplementaAon  and  Support    •  Business  Intelligence  &  Data  Warehousing:  Database   design  and  support.  BI  tools  including  ad-­‐hoc,   operaAonal  and  analyAcs  •  Oracle  Licensing:  Licence  reviews  and  opAmisaAon.   Oracle  SoPware  Licence  Reseller  for  E-­‐Business  Suite   and  technology  products  •  OBA  -­‐  Oracle  Business  Accelerator   The most comprehensive Oracle applications & technology content under one roof
  4. 4. Project  Background  •  Business  need     –  Oracle  E-­‐Business  suite   –  CRM  On  Demand   –  IntegraAon   –  OBA   The most comprehensive Oracle applications & technology content under one roof
  5. 5. Project  Approach  •  OBA  Method  •  Development  •  User  Acceptance  TesAng  •  ProducAon  •  GO-­‐Live  •  Managed  Service   The most comprehensive Oracle applications & technology content under one roof
  6. 6. Dataweave  SOA/OBA  Method   •  SOA  Strategy     •  SOA  Method   •  SOA  Architecture   •  Requirements   •  Design   •  Build   •  ImplementaAon   •  TesAng   •  Support   The most comprehensive Oracle applications & technology content under one roof
  7. 7. Technology  •  E-­‐Business  Suite  •  Database  •  SOA  Suite  •  ApplicaAon  IntegraAon  Architecture  •  Process  IntegraAon  Pack  •  CRM  On  Demand  •  UPK   The most comprehensive Oracle applications & technology content under one roof
  8. 8. High  Level  Infrastructure   Oracle E-Business and CRMOD PROD/UAT/DEV/CRP Infrastructure Implementation Architecture External Internal DMZ Firewall Firewall Firewall OEM Oracle Linux Server 32bit OS EBS EBS EBS External EBS PRD Internal Internal users appsTier users trainees Access EBS Access EBS http:8010 http:8010 EBS Training Telstra Privatehttp:80 http:80 Network Cloud Internet EBS DEV/ UAT Server EBS PRD CS Internal Reverse Proxy Server LAN dbTier Network Cloud Integration EBS dev/test Fiber Channel Training EBS EBS Training Fiber Channel Integration UPK Server Fiber IBMSAN CRM on Windows Channel DS3500 Demand Integration Integration 2008 64bit Storage SAN SP2 EBS CRP Switch Server(deco mmissioned) PIP/AIA/SOA Internet PROD Server CS Internal https:443 Proxy Server Network Cloud IBMSAN PIP/AIA/SOA DS3500 UAT and OEM Server Internal users Storage Internet Acccess for internet access CRM Integration External Internet users Acccess Internet The most comprehensive Oracle applications & technology content under one roof
  9. 9. ApplicaAon  Map   Oracle CRM on Demand and EBS Integration PRD/DEV Deployment Details CRM on External EBS External CRM Oracle E-Business Demand Users Users via CRM to Oracle E-Business Suite 12.1.1 PRD check stock info Desktop Suite 12.1.1 Internal EBS Users DEV, UAT EBS Developers Tier http://ebsdev01.clearsecurity.local:8006 http://ebsapps01.clearsecurity.local:8010 DMZ External Firewall External Firewall Internal Firewall Internal Firewall Telstra Gigabyte Ethernet Private Gigabyte Ethernet Netowrk CS Proxy Server for AIA Integration ebsdev01 2 x Quad Oracle ebsapps01 Oracle EBS R12 Web DMZ Firewall DMZ Firewall Core 2.5GHz Linux 5.3Application Entry for external users CPU 64-bit Tier Oracle EBS R12 http:// 32G RAM AppsTier (Web, ebsapps01.clearsecuri 4 x Quad Core 2.67GHz CPU Oracle Linux Form, Admin, CP, ty.local:8010 8G RAM 5.3 32-Bit Report Services) for Oracle EBS R12 internal users One physical server Lead to order Oracle PIP/ Lead to order AppsServer (Web, Oracle Linux for DEV and UAT Form, Admin, CP, PIP integration AIA2.5/ PIP integration appsTier and dbTier 5.3 64-bit SOA10g Report Services) Base Directory 1 x Quad Core Integration /u01/applprd/CSPRD 2.5GHz CPU PROD and 12G RAM UAT Server Gigabyte Ethernet 1 x Quad Core OEM Grid Control ebsdev01 Database ebsdb01 (10.2.0.5) 2.5GHz CPU Oracle Linux Tier Oracle Oracle 16G RAM 5.3 64-bit Linux 5.3 Linux 5.3 1 x Core 32bit OS 64-bit Base Directory /u01/oraprd/CSPRD 2.67GHz CPU 8G RAM Oracle EBS Oracle EBS One physical server Database 11gR1 Backup Database Tier for DEV and UAT DEV and UAT Unit/SAN RMAN 11gR1 PRD appsTier and dbTier Clone PRD to DEV and UAT Physical Servers in Melbourne Office Physical Server in Melbourne Office The most comprehensive Oracle applications & technology content under one roof
  10. 10. Development  •  Install  PIP  SOA  server    •  Request  via  SR  to  Oracle  Support  to  grant   privileges  and  create  objects  •  Configure  PIP  to  integrate  between  DW  CRMOD   and  DW  EBS  Vision  environment  •  Configure  CRMOD  as  per  PIP  installaAon/ implementaAon  document    •  Configure  EBS  as  per  PIP  installaAon/ implementaAon  document    •  Test  each  integraAon  provided  by  PIP    •  IdenAfy  &  fix  integraAon  failures  and  issues.     The most comprehensive Oracle applications & technology content under one roof
  11. 11. User  Acceptance  TesAng    •  Test  standard  E-­‐business  Suite  Financials   funcAonality  •  Test  each  integraAon   –  Customer  Account  IntegraAon  –  Two  way   –  Product  IntegraAon  –  One  way  from  EBS  to  CRMOD   –  Opportunity/Quote  to  Quote/Order  –  One  way  from  CRMOD  to  EBS   –  Customer  Account  UI  integraAon  –  new  link  inside  CRMOD  page  to  open  EBS   customer  details  page   –  360  degree  view  -­‐  new  link  inside  CRMOD  page  to  open  EBS  360  degree  view  page   against  a  customer   –  Quote  UI  integraAon  –  new  link  inside  CRMOD  page  to  open  EBS  HTML  Quote   page   The most comprehensive Oracle applications & technology content under one roof
  12. 12. IntegraAon  Required  •  IntegraAon  between  Oracle  E-­‐Business  Suite  and   Oracle  CRM  On  Demand  using  the  ApplicaAon   IntegraAon  Architecture  (AIA)  foundaAon  and  the   pre-­‐build  integraAon  PIP.    •  Plaaorm  choice  •  Product,  Account,  Opportunity  to  quote  and  UI   integraAon   The most comprehensive Oracle applications & technology content under one roof
  13. 13. Plaaorm  Choice  •  Unified  Method  •  Pre-­‐built  architecture  •  Comprehensive  integraAon   –  Pre-­‐built  integraAon   –  End  to  end  process  support   –  Rich  integraAon  plaaorm  (adapters,  gateway  and   repository)   The most comprehensive Oracle applications & technology content under one roof
  14. 14. Oracle  Unified  Method  SOA   The most comprehensive Oracle applications & technology content under one roof
  15. 15. Oracle  Applica,on  Integra,on   Architecture   The most comprehensive Oracle applications & technology content under one roof
  16. 16. A  Comprehensive  IntegraAon   The  Business  Value  of  Prebuilt  IntegraAon  Advanced   Process   Middleware    Vendors   Streamlined  and  Seamless     Lead-­‐to-­‐Order  Process   Oracle  AIA   UI   CustomizaAon   3rd-­‐Party     Complete  a  flow  in  CRMOD  without  going   Can   elsewhere   Data   Typical  Vendors   CRMOD  data  is  consistent  and   up  to  date  with  other  applicaAons   Basic   The most comprehensive Oracle applications & technology content under one roof
  17. 17. A  Comprehensive  IntegraAon     Delivers  True  End-­‐to-­‐End  Process  Support     Integrated  User  Experience  and  360  Degree  View  of  Customer   Streamlined  Front-­‐to-­‐Back  Office  Business  Process   Convert  Lead  to   Create  Quote  Create  Lead   Create  Order   Opportunity   Lead  to  Order  Integra,on  Pack  for  Oracle  CRM  On  Demand  Oracle  EBS   Oracle  ApplicaAon  IntegraAon  Architecture   CRMOD   JD  Edwards   Siebel   Oracle  EBS   Other   The most comprehensive Oracle applications & technology content under one roof
  18. 18. SOA  and  EBS  R12  •  IntegraAon  Repository  •  Integrated  SOA  Gateway   –  Publishing  a  PL/SQL  Package  as  Web  Service   –  Securing  Your  Published  Web  Service  •  Apps  Adapter  in  Oracle  SOA  Suite   The most comprehensive Oracle applications & technology content under one roof
  19. 19. R12  IntegraAon  Repository   The most comprehensive Oracle applications & technology content under one roof
  20. 20. R12  Publish  PL/SQL  Package  as  Web  Service   The most comprehensive Oracle applications & technology content under one roof
  21. 21. R12  Published  Web  Service  Security   The most comprehensive Oracle applications & technology content under one roof
  22. 22. Oracle  SOA  Apps  Adapter  Applica,on  Context:   –  OperaAng  Unit  /  OrganizaAon  ID,  Username,   Responsibility  and  NLS  Mul,-­‐Org  Support  and  NLS  Support   Oracle  SOA  Suite   BPEL  PM   BAM   PL/SQL  API,  Views,  Business   IntegraAon  Repository   Events   Oracle   XML  &  eCommerce     EBS   Gateway   Adapter   ESB   B2B   Open  Interface  Table  &     Concurrent  Programs   The most comprehensive Oracle applications & technology content under one roof
  23. 23. Business  Process  OrchestraAon  •  Opportunity/Quote  IntegraAon  Flow  –CRM   OD  to  EBS  •  Customer/Accounts  IntegraAon  Flow  -­‐  CRM   OD  to/from  EBS  •  Lead  to  order     The most comprehensive Oracle applications & technology content under one roof
  24. 24. High  Level  Business  Process  OrchestraAon  -­‐  Hosted by Oracle CRMOD  to  EBS   Web Service Call over Public Internet CRMOD   Integra,on   Event  Queue   Deployed On Premise @ Customer*                       Oracle  Applica,on  Integra,on  Architecture  (AIA)   ORACLE  FUSION  MIDDLEWARE   JDBC The most comprehensive Oracle applications & technology content under one roof
  25. 25. High  Level  Business  Process  OrchestraAon  –   EBS  to  CRMOD   Deployed On Premise @ Customer* Business Events JDBC WF_BPEL_Q                         Oracle  Applica,on  Integra,on  Architecture  (AIA)   ORACLE  FUSION  MIDDLEWARE   Hosted by Oracle Web Service Call over Public Internet The most comprehensive Oracle applications & technology content under one roof
  26. 26. Product  IntegraAon  Flow  –  EBS  to  CRM  OD   The most comprehensive Oracle applications & technology content under one roof
  27. 27. Lead  to  Order  Business  Process   The most comprehensive Oracle applications & technology content under one roof
  28. 28. Opportunity/Quote  IntegraAon  Flow  – CRM  OD  to  EBS   Create   opportunity   De-­‐Queue   quote   Internet   HTML  Quote   Message   ValidaAon/   TransformaAon   Priority   Queue   Apps   Adapter  –   HTML  Quote   Create   CRMOD   E-­‐Business   SOA/PIP   Suite   The most comprehensive Oracle applications & technology content under one roof
  29. 29. Customer/Accounts  IntegraAon  Flow  -­‐   CRM  OD  to/from  EBS   Create   Message   Apps   APPS  API   Update   De-­‐ Valid/   Adapter  –   Create  cust   customer   Queue   Transfm   Customer   acct   account   acc  create/   Internet   upd   Update  cust   Default   acct   Queue   Call  CRMOD   Message   Webservice   De-­‐ Valid/   Business   Queue   Transfm   Event   Queue   E-­‐Business  CRMOD   SOA/PIP   Suite   The most comprehensive Oracle applications & technology content under one roof
  30. 30. User  Interface  IntegraAon  -­‐  CRMOD   Opportunity-­‐Quote  Applet   The most comprehensive Oracle applications & technology content under one roof
  31. 31. User  Interface  IntegraAon  -­‐  EBS  R12.1.1   Quote  Drill  Down   The most comprehensive Oracle applications & technology content under one roof
  32. 32. Overview  of  SOA  IntegraAon  with  EBS  -­‐   Outbound   The most comprehensive Oracle applications & technology content under one roof
  33. 33. Obstacles  overcome  •  InstallaAon  •  DocumentaAon  •  CRMOD  upgrade  •  Further  data  required  in  the   PIP  •  Dev/Test  environment   rebuild   The most comprehensive Oracle applications & technology content under one roof
  34. 34. Lessons  Learned  •  DocumentaAon  •  TesAng  •  Phased  Methodical  Approach  •  Keep  to  the  plan  •  ConAngency   The most comprehensive Oracle applications & technology content under one roof
  35. 35. Summary  •  Plan,  document  and  test  •  Manage  a  cerAfied  plaaorm  •  Use  a  framework  •  Build  incremental  complexity   The most comprehensive Oracle applications & technology content under one roof
  36. 36. Contact  •  www.Dataweave.com.au  •  Dataweave  1300  56  88  44  •  NWeaver@dataweave.com.au  •  MBaggo4@dataweave.com.au  •  info@dataweave.com.au  Database,  Fusion,  Oracle  ApplicaAons  and   Licensing   The most comprehensive Oracle applications & technology content under one roof
  37. 37. Any  QuesAons?   The most comprehensive Oracle applications & technology content under one roof

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