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Dinesh Wp Siebel Crm To Fusion Crm

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Dr.Dinesh Chandrasekar PhD(hc)
Dr.Dinesh Chandrasekar PhD(hc)

The document discusses Oracle's plans to migrate Siebel CRM customers to its new Fusion CRM product. Key aspects of the migration include replacing Siebel's platform with Oracle Fusion Middleware, moving Siebel applications to a service-oriented architecture, and migrating Siebel metadata and user interfaces to the Fusion environment. The migration aims to provide customers with a more modern platform while retaining existing Siebel investments.

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Siebel CRM to Fusion CRM Version 1.0 Document Properties Document Owner Dinesh Chandrasekar Creation Date 08-20-2007 Business Process Revision History Version Revision Date Author(s) Revision Notes 0.1
Table of Contents SIEBEL TO FUSION ................................................................................................................... 1 REVISION HISTORY .................................................................................................................. 1 TABLE OF CONTENTS .............................................................................................................. 2 INTRODUCTION: ..................................................................................................................... 3 1. SIEBEL TO FUSION ROADMAP: ........................................................................................... 4 1.1 PLATFORM REPLACEMENT: ............................................................................................... 4 1.2 APPLICATION SERVICES ................................................................................................... 5 2. SIEBEL PLATFORM EVOLUTION TO FUSION: .......................................................................... 5 2.1 BPEL PROCESS DESIGN AND ORCHESTRATION: ....................................................................... 5 2.2 PORTAL DELIVERY WITH JDEVELOPER AND OPS:.................................................................... 6 2.3 COMPOSITE SOA APPLICATION: ............................................................................................. 7 3. SIEBEL APPLICATION MIGRATION TO FUSION: ........................................................................ 8 3.1 SIEBEL META DATA BASED ARTIFACTS: ................................................................................ 9 3.2 SIEBEL METADATA TO FUSION METADATA MIGRATION: .......................................................... 10 3.3 MIGRATING USER INTERFACE ARTEFACTS:.......................................................................... 11 4. SIEBEL CRM SOA ENABLEMENT: ............................................................................................ 12 5. INFRASTRUCTURE ENHANCEMENTS FOR SOA: .......................................................................... 13 6. SIEBEL INFRASTRUCTURE AND TOOLING ENHANCEMENTS: .......................................................... 14 7. FUSION SERVICE ORIENTED ARCHITECTURE PLATFORM: ............................................................. 14 8. FUSION MIDDLEWARE: ........................................................................................................ 15 9. FUSION MIDDLE SUPPORT FOR MICROSOFT TECHNOLOGY: .......................................................... 15 Confidential © Sierra Atlantic, Inc
INTRODUCTION: “Fusion” – In line with the dictionary meaning “an amalgam or mixture of many”. Oracle Fushion Suite aimed to be an integrated product having the best of the breed business processes and technologies from Oracle’s on going & recent corporate acquisitions i.e. JD Edwards, Peoplesoft, Retek, iFlex, Siebel etc. Oracle is in the process of developing a unified enterprise application – Fusion, which is slated to be released sometime in the Year 2008. Changes to impact technology stack, user interface and supported business flows. Confidential © Sierra Atlantic, Inc
1. Siebel to Fusion Roadmap: 1.1 Platform replacement: Siebel Presentation tier with FMW ( Fushion Middleware) and ADF (Application Development Framework) Delivers standards based, highly interactive (AJAX) presentation framework Use any major J2EE container Use any JSR168-compliant portal Siebel File System with Oracle Content DB Siebel Confidential © Sierra Atlantic, Inc
1.2 Application Services Siebel Search solution with Oracle SES Siebel Mobile Services to Fusion Standards based mobile sync services Disconnected Fusion Applications Siebel Management console with Oracle Enterprise Manager 2. Siebel Platform Evolution to Fusion: 2.1 BPEL Process Design and Orchestration: Confidential © Sierra Atlantic, Inc
2.2 Portal Delivery with JDeveloper and OPS: Confidential © Sierra Atlantic, Inc
2.3 Composite SOA Application: Presentation Tier: Oracle FMW 10.1.3 SOA Business Logic: Using Siebel SOA enabled CRM services Confidential © Sierra Atlantic, Inc
3. Siebel Application Migration to Fusion: Confidential © Sierra Atlantic, Inc
Client/Server to Distributed architecture Move from VB script to ECMA JavaScript UI technology while different, still thin, and based on templates and metadata Java 6 supports ECMA JavaScript execution 3.1 Siebel Meta Data based Artifacts: Confidential © Sierra Atlantic, Inc
3.2 Siebel Metadata to Fusion Metadata Migration: Confidential © Sierra Atlantic, Inc
3.3 Migrating User Interface Artefacts: Migration creates all bindings. The # of list columns, sequence and display text are preserved in Siebel view becomes JSF JSP page. Siebel list control becomes an ADF rich table.  Siebel CRM is the primary design point for Fusion CRM Inherits the Siebel CRM data model Inherits Siebel object model Where there are common elements between Siebel and Fusion existing schema we will ensure abstraction/low impact to the native applications.  Fusion uses metadata The same design principle as Siebel Higher levels of developer productivity Support for continuous upgrades Support for metadata-metadata migration  Oracle will extend the Siebel product line with Fusion CRM capabilities Confidential © Sierra Atlantic, Inc
So some of your applications will remain untouched (because they’re already on Fusion)  Siebel Business Analytics (now OBIEE ) is the platform for Fusion Analytics 4. Siebel CRM SOA Enablement: 4.1 Web Services support Loosely coupled, coarse-grained Independent of platforms and programming languages. Enables easy use, reuse and deployment of services. Supports consumption and publication of web services. Easy creation through Wizards. 4.2 Based on Core Web Services Standards: Web Services Description Language (WSDL) 1.1 Simple Object Access Protocol (SOAP) 1.1. WS-I Basic Profile 1.0 Confidential © Sierra Atlantic, Inc
5. Infrastructure enhancements for SOA: 5.1 Session Multiplexing for Web Services: Reduce Memory consumption in the server. Ideal for Batch based web service transactions. 5.2 Access Control on Web Services: The position and responsibility of the user determines the access the user has to Web Services Access control also constrains data retrieved by the Web Service Full Audit on Web services 5.3 Greater Fidelity: Access to Web Services can be controlled by associating the underlying Business Service and also the Business Service Methods with a set of responsibilities. Confidential © Sierra Atlantic, Inc
6. Siebel Infrastructure and Tooling enhancements: 6.1 Web Services Deployment Wizard: Makes Web Services creation based on Business Service and Workflow easier. 6.2 Property Set Hierarchy input/output support: New converter service methods to support PS to Integration Object Hierarchy conversion and vice versa 6.3 Integration Object Definition Wizard: Takes an Integration Object as a skeleton and completes the definition (e.g. adding xml tags, ordering, etc.) to be used for describing property sets. 6.4 Large file attachment support: Stream processing of large file attachments as well as large XML documents used in web service runtime to greatly reduce the memory consumption 7. Fusion Service Oriented Architecture Platform: Fig: Siebel SOA Architecture Confidential © Sierra Atlantic, Inc
8. Fusion Middleware: 8.1 Supported J2EE Application Servers: Oracle OAS IBM WebSphere BEA Weblogic RedHat JBoss 8.2 Supported RDBMS: Oracle 10G DB2/390 DB2 UDB SQL Server mySQL 9. Fusion Middleware Support for Microsoft Technology: Platform Windows Platform, SQL Server, Active Directory, Clustering, Web Cache, Web Services – interoperability, OWSM, BPEL System Management Enterprise Manager MSFT plug-ins Security & Identity Management Active Directory, Exchange/AD Provisioning, SSO-Windows Logon, Federation Product BizTalk, SQL Server, Share point, Exchange, Interoperability Active Directory. Developer ADF, VS Team System, VSTO Experience User Word, Excel, InfoPath, Outlook Productivity BPEL, BAM, Portal, BI, Reporting Author Dinesh Chandrasekar DC* Practice Director CRM & MDM CoE Confidential © Sierra Atlantic, Inc
Sierra Atlantic Software Services Ltd, India “Dinesh Chandrasekar is the global Practice head for CRM & MDM CoE, at Sierra Atlantic Inc. He has over decade of experience in multiple CRM & MDM Packages Implementations, Consulting & Industry Solutions Domain expertise and published various whitepapers and articles in various Oracle and non Oracle Forums. Before joining Sierra Atlantic, he worked with GE Capital Software and Citibank Technologies. Dinesh comes with a rich experience and expertise in solution orchestration of CRM, MDM and Analytics solutions.” Email: dinwin@ hotmail.com http://in.linkedin.com/in/dineshchandrasekar Motivation is everything. You can do the work of two people, but you can't be two people. Instead, you have to inspire the next guy down the line and get him to inspire his people Confidential © Sierra Atlantic, Inc

More Related Content

Dinesh Wp Siebel Crm To Fusion Crm

  • 1. Siebel CRM to Fusion CRM Version 1.0 Document Properties Document Owner Dinesh Chandrasekar Creation Date 08-20-2007 Business Process Revision History Version Revision Date Author(s) Revision Notes 0.1
  • 2. Table of Contents SIEBEL TO FUSION ................................................................................................................... 1 REVISION HISTORY .................................................................................................................. 1 TABLE OF CONTENTS .............................................................................................................. 2 INTRODUCTION: ..................................................................................................................... 3 1. SIEBEL TO FUSION ROADMAP: ........................................................................................... 4 1.1 PLATFORM REPLACEMENT: ............................................................................................... 4 1.2 APPLICATION SERVICES ................................................................................................... 5 2. SIEBEL PLATFORM EVOLUTION TO FUSION: .......................................................................... 5 2.1 BPEL PROCESS DESIGN AND ORCHESTRATION: ....................................................................... 5 2.2 PORTAL DELIVERY WITH JDEVELOPER AND OPS:.................................................................... 6 2.3 COMPOSITE SOA APPLICATION: ............................................................................................. 7 3. SIEBEL APPLICATION MIGRATION TO FUSION: ........................................................................ 8 3.1 SIEBEL META DATA BASED ARTIFACTS: ................................................................................ 9 3.2 SIEBEL METADATA TO FUSION METADATA MIGRATION: .......................................................... 10 3.3 MIGRATING USER INTERFACE ARTEFACTS:.......................................................................... 11 4. SIEBEL CRM SOA ENABLEMENT: ............................................................................................ 12 5. INFRASTRUCTURE ENHANCEMENTS FOR SOA: .......................................................................... 13 6. SIEBEL INFRASTRUCTURE AND TOOLING ENHANCEMENTS: .......................................................... 14 7. FUSION SERVICE ORIENTED ARCHITECTURE PLATFORM: ............................................................. 14 8. FUSION MIDDLEWARE: ........................................................................................................ 15 9. FUSION MIDDLE SUPPORT FOR MICROSOFT TECHNOLOGY: .......................................................... 15 Confidential © Sierra Atlantic, Inc
  • 3. INTRODUCTION: “Fusion” – In line with the dictionary meaning “an amalgam or mixture of many”. Oracle Fushion Suite aimed to be an integrated product having the best of the breed business processes and technologies from Oracle’s on going & recent corporate acquisitions i.e. JD Edwards, Peoplesoft, Retek, iFlex, Siebel etc. Oracle is in the process of developing a unified enterprise application – Fusion, which is slated to be released sometime in the Year 2008. Changes to impact technology stack, user interface and supported business flows. Confidential © Sierra Atlantic, Inc
  • 4. 1. Siebel to Fusion Roadmap: 1.1 Platform replacement: Siebel Presentation tier with FMW ( Fushion Middleware) and ADF (Application Development Framework) Delivers standards based, highly interactive (AJAX) presentation framework Use any major J2EE container Use any JSR168-compliant portal Siebel File System with Oracle Content DB Siebel Confidential © Sierra Atlantic, Inc
  • 5. 1.2 Application Services Siebel Search solution with Oracle SES Siebel Mobile Services to Fusion Standards based mobile sync services Disconnected Fusion Applications Siebel Management console with Oracle Enterprise Manager 2. Siebel Platform Evolution to Fusion: 2.1 BPEL Process Design and Orchestration: Confidential © Sierra Atlantic, Inc
  • 6. 2.2 Portal Delivery with JDeveloper and OPS: Confidential © Sierra Atlantic, Inc
  • 7. 2.3 Composite SOA Application: Presentation Tier: Oracle FMW 10.1.3 SOA Business Logic: Using Siebel SOA enabled CRM services Confidential © Sierra Atlantic, Inc
  • 8. 3. Siebel Application Migration to Fusion: Confidential © Sierra Atlantic, Inc
  • 9. Client/Server to Distributed architecture Move from VB script to ECMA JavaScript UI technology while different, still thin, and based on templates and metadata Java 6 supports ECMA JavaScript execution 3.1 Siebel Meta Data based Artifacts: Confidential © Sierra Atlantic, Inc
  • 10. 3.2 Siebel Metadata to Fusion Metadata Migration: Confidential © Sierra Atlantic, Inc
  • 11. 3.3 Migrating User Interface Artefacts: Migration creates all bindings. The # of list columns, sequence and display text are preserved in Siebel view becomes JSF JSP page. Siebel list control becomes an ADF rich table.  Siebel CRM is the primary design point for Fusion CRM Inherits the Siebel CRM data model Inherits Siebel object model Where there are common elements between Siebel and Fusion existing schema we will ensure abstraction/low impact to the native applications.  Fusion uses metadata The same design principle as Siebel Higher levels of developer productivity Support for continuous upgrades Support for metadata-metadata migration  Oracle will extend the Siebel product line with Fusion CRM capabilities Confidential © Sierra Atlantic, Inc
  • 12. So some of your applications will remain untouched (because they’re already on Fusion)  Siebel Business Analytics (now OBIEE ) is the platform for Fusion Analytics 4. Siebel CRM SOA Enablement: 4.1 Web Services support Loosely coupled, coarse-grained Independent of platforms and programming languages. Enables easy use, reuse and deployment of services. Supports consumption and publication of web services. Easy creation through Wizards. 4.2 Based on Core Web Services Standards: Web Services Description Language (WSDL) 1.1 Simple Object Access Protocol (SOAP) 1.1. WS-I Basic Profile 1.0 Confidential © Sierra Atlantic, Inc
  • 13. 5. Infrastructure enhancements for SOA: 5.1 Session Multiplexing for Web Services: Reduce Memory consumption in the server. Ideal for Batch based web service transactions. 5.2 Access Control on Web Services: The position and responsibility of the user determines the access the user has to Web Services Access control also constrains data retrieved by the Web Service Full Audit on Web services 5.3 Greater Fidelity: Access to Web Services can be controlled by associating the underlying Business Service and also the Business Service Methods with a set of responsibilities. Confidential © Sierra Atlantic, Inc
  • 14. 6. Siebel Infrastructure and Tooling enhancements: 6.1 Web Services Deployment Wizard: Makes Web Services creation based on Business Service and Workflow easier. 6.2 Property Set Hierarchy input/output support: New converter service methods to support PS to Integration Object Hierarchy conversion and vice versa 6.3 Integration Object Definition Wizard: Takes an Integration Object as a skeleton and completes the definition (e.g. adding xml tags, ordering, etc.) to be used for describing property sets. 6.4 Large file attachment support: Stream processing of large file attachments as well as large XML documents used in web service runtime to greatly reduce the memory consumption 7. Fusion Service Oriented Architecture Platform: Fig: Siebel SOA Architecture Confidential © Sierra Atlantic, Inc
  • 15. 8. Fusion Middleware: 8.1 Supported J2EE Application Servers: Oracle OAS IBM WebSphere BEA Weblogic RedHat JBoss 8.2 Supported RDBMS: Oracle 10G DB2/390 DB2 UDB SQL Server mySQL 9. Fusion Middleware Support for Microsoft Technology: Platform Windows Platform, SQL Server, Active Directory, Clustering, Web Cache, Web Services – interoperability, OWSM, BPEL System Management Enterprise Manager MSFT plug-ins Security & Identity Management Active Directory, Exchange/AD Provisioning, SSO-Windows Logon, Federation Product BizTalk, SQL Server, Share point, Exchange, Interoperability Active Directory. Developer ADF, VS Team System, VSTO Experience User Word, Excel, InfoPath, Outlook Productivity BPEL, BAM, Portal, BI, Reporting Author Dinesh Chandrasekar DC* Practice Director CRM & MDM CoE Confidential © Sierra Atlantic, Inc
  • 16. Sierra Atlantic Software Services Ltd, India “Dinesh Chandrasekar is the global Practice head for CRM & MDM CoE, at Sierra Atlantic Inc. He has over decade of experience in multiple CRM & MDM Packages Implementations, Consulting & Industry Solutions Domain expertise and published various whitepapers and articles in various Oracle and non Oracle Forums. Before joining Sierra Atlantic, he worked with GE Capital Software and Citibank Technologies. Dinesh comes with a rich experience and expertise in solution orchestration of CRM, MDM and Analytics solutions.” Email: dinwin@ hotmail.com http://in.linkedin.com/in/dineshchandrasekar Motivation is everything. You can do the work of two people, but you can't be two people. Instead, you have to inspire the next guy down the line and get him to inspire his people Confidential © Sierra Atlantic, Inc