Friday 21 November 2014

Campaign Management Using OBIEE11g & Siebel CRM 8.1




Campaign management allows you to plan, execute and keep track of the campaigns. This includes planning the campaign, preparing your mailing list, call or send mails to the targeted customers etc.

There are various campaigning channels e.g. Telemarketing channel, Direct mail, Email marketing, SMS marketing, Social marketing etc.

Response capture is also needed to close the loops. It will also help you to build and measure the campaign effectiveness.

Process to build a campaign:

  • Create segment/list to identify the eligible customers for a campaign
  • Create campaign
  • Create offers
  • Associate segment/list and offers with the campaign
  • Associate multiple leads or contacts to a single campaign
  • Associate one lead or contact to multiple campaigns
  • Execute campaign to prepare the list of customers to be targeted
  • Send output list to the agencies for targeting the customers and capturing responses

Campaign Benefits:

  • Planning of marketing activities and developing campaign hierarchies
  • Define the marketing campaign objectives
  • Campaign success metrics for future business benefits
  • Building and testing sample campaigns on a subset of live customer data
  • Maintaining campaign history and reuse them for future marketing campaigns
  • Measuring campaign effectiveness by linking leads and contacts
  • Tracking customer inquiries related directly to campaigns
 

There are various marketing tools currently being used by several companies to support their campaign management system – OBIEE & Siebel CRM is one of them is most commonly used technologies. These combine technologies can be used to campaign various products in different channels e.g. Telemarketing (TM), Direct Mailing (DM), Email Marketing (EM), Mobile Marketing (SMS) etc. Business users can also use these technologies to analyse the campaign effectiveness reports and make a decision how to increase their business.





This document is mainly to help you to install and configure the marketing application.
Topics to be covered here:


 


OBIEE 11g Installation Steps

There are two main stages to the OBIEE 11g installation:

1. RCU (Oracle Fusion Middleware 11g Repository Creation Utility) to set up the BIPLATFORM schema to support OBIEE 11g

2. Install OBIEE 11g including the Oracle WebLogic Server


OBIEE 11G System Requirement:

Server OS support

1.  Oracle / Red Hat Enterprise Linux 4 (Update 7+), 5 (Update 3+)

2.  SUSE Linux Enterprise Server 10 (SP1+), 11

3.  Windows 2003 with SP2/R2+

4.  Windows Server 2008 with SP1+

5.  Windows Server 2008 R2

Database support

1.  Oracle 10.2.0.4+ , 11.1.0.7+, 11.2.0.1+

2.  IBM DB2 9.1+, 9.5+, 9.7+

3.  MS SQL Server 2005, 2008

4.  Teradata 12, 13

Hardware specs

1.  Disk Space: 20GB or more

2.  Available Memory: 4GB or more

3.  Temp Space: 950MB or more

4.  Swap Space: 3GB or more

5.  CPU: dual-core Pentium, 1.5GHz or greater

Follow the steps to install the OBIEE11g application:

Step1: After Creating the Repository it will go to go to 'Database Connection Details' tab where you need to set the SYSDBA password for Database and then click on 'Next' button.

Step2: It will move into the 'Select Components' option where you need to set the environment schema name for 'Oracle Business Intelligence Platform'.

Step3: Continue clicking on 'Next' button' Choose the 'Software Only Install' option.

Step4: In'Administrator Details' tab set the Weblogic user credentials and click on 'Next'

Step5: Set the connection string in 'Database Details' tab

Step6: It will move into the 'Summary' option where you need to click on 'Install' button to install the Fusion Middleware.

Step7: Click on 'Finish' once the installation is done successfully.




































During the start of the installation process it has given some additional options.
After selecting the Enterprise Install option, it will ask whether you want to create a new BI System or Scale Out BI system.

Lets consider the first option i.e. to install a new system.
Enter the Weblogic / OBIEE administration user details and Weblogic domain name

a) Set the userid/password for bifoundation_domain and click on 'Next'

b) Specify the Installation Location and then it will move into 'Configure Ports' page.

c) Continue clicking on 'Next' button and once finished open the 'Oracle Business Intelligence' from Start Menu and start the BI services.

d) Continue accessing the OBIEE11g application.



























Configuration in OBIEE 11g (CRM Marketing Related)

Add the following entries into instanceconfig.xml file and restart the BI services:

The following entries are needed to generate marketing output into file system.

<Marketing>

<ContentServer>

<!--This Configuration setting is managed by Oracle Enterprise Manager Fusion Middleware Control-->

<URL>http://localhost:port</URL>

</ContentServer>

<FileSystem>\\IP Address\Filesys\</FileSystem>

<PreviewPath>\\IP Address\Filesys\Marketing\Preview\</PreviewPath>

</Marketing>


If you find any iframe issue:

1) Locate the instanceconfig.xml file at the location:

[OBIEE_HOME]\instances\instance1\config\OracleBIPresentationServicesComponent\coreapplication_obips1\


Update the instanceconfig.xml file to add the highlighted entry within the "security" tag (possible values are 'allow', 'prohibit' and 'sameDomainOnly'):


<Security>

<InIFrameRenderingMode>allow</InIFrameRenderingMode>

<!--This Configuration setting is managed by Oracle Business Intelligence Enterprise Manager-->

<ClientSessionExpireMinutes>210</ClientSessionExpireMinutes>

</Security>


2) Edit the 'web.xml' file at the following location:

[OBIEE_HOME]\oracleBI1\bifoundation\web\app\WEB-INF\


<context-param>

<param-name>oracle.adf.view.rich.security.FRAME_BUSTING</param-name>

<param-value>never</param-value>

</context-param>